I generally use Salesforce Sales Cloud for our sales process, setting up the entire opportunity lifecycle from lead generation to contract closure. It helps integrate our sales process with contract management and marketing solutions, ensuring that analytics are available for management and operational monitoring of sales figures.
Agentforce Sales
Salesforce, Inc.External reviews
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Powerful but Dated – A Mixed Experience
What do you like best about the product?
Powerful and Customizable: Salesforce is incredibly robust and flexible. It allows us to track customer lifecycle, account activity, and key metrics all in one place. The reporting capabilities and integrations with other platforms are top-notch.
Centralized Data: Having all customer and pipeline information centralized helps our team stay aligned and proactive.
Automation: Tools like workflows, triggers, and automation rules help reduce manual work and keep processes consistent.
Centralized Data: Having all customer and pipeline information centralized helps our team stay aligned and proactive.
Automation: Tools like workflows, triggers, and automation rules help reduce manual work and keep processes consistent.
What do you dislike about the product?
Outdated UI/UX: Despite its power, the interface feels dated and unintuitive. Some elements seem stuck in the 90s, and it can take too many clicks to get where you need to go.
Steep Learning Curve: New users often find the system overwhelming, and even experienced users can struggle with the layout or remembering where specific features live.
Performance Lag: Occasionally, pages or reports can be slow to load, especially when dealing with large datasets or complex dashboards.
Steep Learning Curve: New users often find the system overwhelming, and even experienced users can struggle with the layout or remembering where specific features live.
Performance Lag: Occasionally, pages or reports can be slow to load, especially when dealing with large datasets or complex dashboards.
What problems is the product solving and how is that benefiting you?
TRACKING AND MANAGEING ASSIGNED ACCOUNTS.
Powerful, however often needs heavy customization
What do you like best about the product?
it's a platform with most tools you may need or that can be leveraged through the marketplace
What do you dislike about the product?
too many ways to do the same thing, sometimes gets exceedingly costly to manage due to need for plug ins or custom code
What problems is the product solving and how is that benefiting you?
Consolodate view of customer profile and sales pipeline with activity and data enforcements
Great for unifying business workflows across departments
What do you like best about the product?
It makes it easy to streamline our business processes and integrate with other departments' workflows
What do you dislike about the product?
At times, it can be a little difficult to get the right linkages between platforms to build out a streamlined system.
What problems is the product solving and how is that benefiting you?
It makes it easy to maintain good communication across sales teams
It is a functional software that is complicated.
What do you like best about the product?
Salesforce is easy to adapt, understand, and provides all the information based on the needs of your company, helping you to have a better organization of your workflow.
What do you dislike about the product?
It is a complicated software, which requires a lot of time to be able to adapt and understand it.
What problems is the product solving and how is that benefiting you?
The way we handled the customer's information and were able to track the information about these cases was through the customer support team.
Very cool but complex
What do you like best about the product?
It's very robust and it integrates well with other tools
What do you dislike about the product?
I'm from ops so I'm good at learning new tools and processes, but I do know many people who just don't know how to use it because it is more complex than it should be
What problems is the product solving and how is that benefiting you?
I mostly create reports and solve all my sales questions going through salesforce. It's basically always opened.
A large database with a lot of partner solutions
What do you like best about the product?
They have a ton of marketshare and a lot of packaged apps built by third parties as a result.
What do you dislike about the product?
It's slow, search is poor, and it's easy to overly customize
What problems is the product solving and how is that benefiting you?
It's not solving a problem per se. It just provides a single place to store activity about our sales process and who we engage with.
Einstein analytics enhances sales oversight while integrated AI tools offer room for growth
What is our primary use case?
What is most valuable?
The Einstein Analytics and the inbuilt reporting are very useful for keeping track of pipeline movement. The customizability using the lightning features allows customization for specific business flows or departments. It is easy to customize. The main features are these. Additionally, it is very effective when used with discipline, providing a real-time view of the sales organization, benefiting from proper marketing campaigns and integrations.
What needs improvement?
With today's generative AI capabilities like ChatGPT, it should be possible to directly communicate with the software rather than navigating through the entire system manually. A conversational interface can improve the user experience. Additionally, the training material should be less technical to allow business users to manage it more easily.
For how long have I used the solution?
I have been working with Salesforce Sales Cloud for 7 years.
What was my experience with deployment of the solution?
Depending on the complexity of the configuration, deployment can typically take between three days to two weeks. If there is data migration, it may take an additional two weeks. Integrations with solutions like SharePoint or marketing solutions depend on specific needs but generally take one to two weeks for a greenfield vanilla implementation.
What do I think about the stability of the solution?
Salesforce Sales Cloud is very stable. Sales processes do not require 24/7 real-time access, but stability is crucial when reviewing sales pipelines and running campaigns. It's user-friendly and effective, generally always available and resilient.
What do I think about the scalability of the solution?
Salesforce Sales Cloud is totally cloud native, requiring no additional effort for scalability. Salesforce Network charges based on licenses, and if the number of users is large, one can negotiate better deals. It scales effortlessly with user growth.
How are customer service and support?
Support requires a subscription and when taken, the service is pretty nice. Larger customers receive better responses, while smaller customers may experience challenges.
How would you rate customer service and support?
Neutral
How was the initial setup?
The initial setup requires expertise from individuals with Salesforce experience. Once the basic organization structure is established, adding or removing users is simple and does not require complex procedures.
What was our ROI?
Salesforce Sales Cloud is a fantastic tool but requires disciplined data entry by sales personnel and operations teams to maintain data quality. When handled properly, it brings substantial ROI, especially for larger organizations. For smaller teams, alternatives like Zoho might be more cost-effective.
What's my experience with pricing, setup cost, and licensing?
Salesforce Sales Cloud pricing varies and can be negotiated based on volumes. Without negotiation, costs can become expensive. The price is reasonable for enterprise customers if managed correctly.
Which other solutions did I evaluate?
There are several AI-based tools available that offer easiness to use. Tools like Zoho, Zendesk, and Dynamics have been mentioned as alternatives. Some solutions are more AI-native, useful for sales pipeline monitoring and operations management.
What other advice do I have?
It's imperative to ensure data quality, as the effectiveness of the tool depends on it. Properly trained teams following best practices will find Salesforce Sales Cloud invaluable. For very small teams, cost might be a consideration. My rating for Salesforce Sales Cloud is seven. There are modern AI products that are now in the market offering better capabilities.
Salesforce Review after 1 year of Usage
What do you like best about the product?
I like the organisation of the contacts for each client company and easy to find subscriptions in place etc
What do you dislike about the product?
It is way too over-complicated. I understand a lot of information has to be shared for varying industries but I only look at 10% of the information on the page, just the important points.
What problems is the product solving and how is that benefiting you?
Efficiency and being a one-stop-shop for all account needs. This benefits me greatly as there are so many metrics and numbers I need to look at in my day, so I know I only have to look in one place.
My Experience with SalesForce
What do you like best about the product?
All in one app, pipeline and customers info
What do you dislike about the product?
Having internal issue sometimes and waiting too long to pull up customer's information
What problems is the product solving and how is that benefiting you?
It is all in one platform already especially customer's information
Seamless experience
What do you like best about the product?
Efficiency and time management is key for users
What do you dislike about the product?
Price could be cheaper, alternative providers are a lot different in price
What problems is the product solving and how is that benefiting you?
Time management and quick processes
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