Agentforce Sales
Salesforce, Inc.External reviews
10,027 reviews
from
and
External reviews are not included in the AWS star rating for the product.
Very intuitive
What do you like best about the product?
The process of logging tasking and working a piece of business through the process is very intuitive and easy to go from one step to the other.
What do you dislike about the product?
Not all objects can be used in programs such as forecasting.
What problems is the product solving and how is that benefiting you?
Conversation tracking and lead follow up. The ability to track completed tasks and set up follow up tasks make the booking process as seamless as possible.
It works, if you put effort into it.
What do you like best about the product?
Very configurable. Generally easy to use and learn.
What do you dislike about the product?
Can be hard to get adoption. Must keep a positive outlook.
What problems is the product solving and how is that benefiting you?
Connecting leads to salesmen.
Powerful non profit CRM
What do you like best about the product?
As a non-profit, Salesforce is a powerful tool to serve as the foundation of our fundraising tech stack.
What do you dislike about the product?
As a non profit, it is a challenge to keep up with the changing technology. As soon as we feel we are on the best system, it's already a bit out-dated.
What problems is the product solving and how is that benefiting you?
How to best engage our donors over the lifetime of their gift and beyond
Flexible and streamlined platform
What do you like best about the product?
Integration, data flow, ease of use, reliability.
What do you dislike about the product?
Some of the complexity get things off the ground.
What problems is the product solving and how is that benefiting you?
Having a single point of entry for our various business units to collect and manage customer information, deliver pricing and quotes, and analytics. Ease of use for both sales staff and management.
Upgraded our CRM capabilities 100-fold!
What do you like best about the product?
The seamless integration with proposals and contracting.
What do you dislike about the product?
The longer learning curve, since there is so much you can do in SF.
What problems is the product solving and how is that benefiting you?
Would like to leverage AI even more to help with onboarding new sales consultants.
I'm a systems manager/end user
What do you like best about the product?
Ease of use to search for data. The reports and dashboards are also easy to setup, share and distribute to my teams and customers.
What do you dislike about the product?
I think it is hard to really hard to track where funds come from when donors pay through a donor advised fund. Ther is also the lack of a good analytics too right out of the box
What problems is the product solving and how is that benefiting you?
How we are engaging our supporters, what campaigns are most effective and how much progress to annual goals.
Currently in the process of looking at email tracking and engagement
Currently in the process of looking at email tracking and engagement
Sales Persons Super Assistant
What do you like best about the product?
It helps sales teams organized, and updated about the customer. Helps sales team see opportunities.
What do you dislike about the product?
The downside is if you don't maximize the platform enough. Licensing and fees can be justified by the efficiency and opportunities this platform enables.
What problems is the product solving and how is that benefiting you?
The challenge before was tracking and converting leads, knowing next best offers and measuring sales efficiency. The platform enables us to do all that
Salesforce Sales Cloud Capable and Customizable but prone to issues
What do you like best about the product?
Salesforce sales Cloud has many capabilities and is probably one of the most customizable solutions out there. It is easy to integrate the data from as well which is great.
What do you dislike about the product?
Overhead on partner connections
Constant updates that may break existing functionality
Requires customization for things that all businesses need to do
It's really easy to build bad solutions in; we had many consultants in there and no oversight as to what was built. We have a solution where our end users have to submit support tickets every day as part of the job and a salesforce team that is unable or fix the issues and design the system to be less prone to errors
Constant updates that may break existing functionality
Requires customization for things that all businesses need to do
It's really easy to build bad solutions in; we had many consultants in there and no oversight as to what was built. We have a solution where our end users have to submit support tickets every day as part of the job and a salesforce team that is unable or fix the issues and design the system to be less prone to errors
What problems is the product solving and how is that benefiting you?
We use Salesforce as a CRM for all of our leads and contacts as well as managing our opportunity pipeline. It has the ability to create all the fields and objects you could want and more.
Sales Cloud review for financial services use
What do you like best about the product?
Leads, Prospects and Opportunities management. These core features of sales cloud and productivity and business enablers.
What do you dislike about the product?
It needs to provide more capabilities to serve different segment of users based on segmentation. One size fits all approach is not ideal
What problems is the product solving and how is that benefiting you?
Sales cloud provides foundational framework for the executing sales process for numerous users. It is key enabler for providing business services and relationship building.
Easy way for sales and finance to collaborate
What do you like best about the product?
The different tools like cpq allow us to build not only our client specific rate cards but also provider. Easy system for auditing and collaboration. With this all in SF, reporting has been more effective as well
What do you dislike about the product?
Cost is quite high and it's a bit confusing on how users are managed vs service cloud.
What problems is the product solving and how is that benefiting you?
Lead scoring and auto assignment to sales team was manual
showing 3,221 - 3,230