The main use case of the solution is to create tasks and flows. The sales team uses Salesforce Sales Cloud to do the tasks and assign them to campaigns and managers.
Agentforce Sales
Salesforce, Inc.External reviews
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Complicated set up but lots of great options if you put in the effort
What do you like best about the product?
The options to customize to your company's needs are endless. They have extensive training for the admin to achieve what your sales organization needs
What do you dislike about the product?
The learning curve to use the endless options is a full time job and is not end user friendly. It is complicated and technical.
What problems is the product solving and how is that benefiting you?
Outbound email management. Lead to contact be worked tracking. Tracking of all interactions with leads. Pipeline management and analytics
Adequate CRM software
What do you like best about the product?
i have experience with salesforce CRM Software, so far its adequate to handle my sales opportunities for my job, its not the best but get the job done
What do you dislike about the product?
so far nothing special comes to mind, since its for a job purposes, maybe they can add some localize feature and lead generation
What problems is the product solving and how is that benefiting you?
can handle the sales opportunities and have a neat notes for different prospects
I like it.
What do you like best about the product?
It's not too difficult to learn how to use. We also use it everyday so it's easy to navigate.
What do you dislike about the product?
It can be slow at times which makes searching for customers a longer process.
What problems is the product solving and how is that benefiting you?
Salesforce is my main customer relationship management tool and I use it everyday to look up contacts and customer information. It solves the issue of remembering my book of business.
Poweful but complex
What do you like best about the product?
Salesforce Cloud helps businesses work better by keeping track of customers, automating tasks, and providing useful data insights. It makes teamwork easier, works on mobile devices, and connects with other software. Plus, it keeps data safe and grows with your business. This means businesses can run more smoothly, make smarter choices, and keep customers happy.
What do you dislike about the product?
Salesforce Sales Cloud can be complex, costly, time-consuming to customize, and has frequent updates, making it tough for small businesses.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud has made our business run smoother by keeping all our customer info in one place and handling repetitive tasks automatically. It helps us track leads better and gives us useful insights for making smart decisions. The teamwork features make it easier for our sales team to work together. Overall, it has boosted our productivity, improved customer relationships, and increased sales. It's a great tool that solves common business problems.
Easy to use and fulfils business needs
What do you like best about the product?
Great for lead management and user-friendly interface makes navigation intuitive. The customizable dashboards and layouts allow me to personalize my workspace to suit my needs, whether it's managing leads, contacts, or opportunities.
What do you dislike about the product?
While Salesforce Sales Cloud has a lot of features, the initial setup and customization can be daunting for new users. There is a learning curve to fully harness its capabilities, especially for advanced features.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud has enhanced marketing and sales relationship by providing a comprehensive platform for managing leads, opportunities, and customer relationships. It's a powerful tool for any organization looking to scale their sales efforts and improve overall efficiency.
Very customizable and user friendly
What do you like best about the product?
All of the critical information, that you use everyday is on the home page, so it is easy to find and review. Also, it intergrates well with other programs such as zoominfo. I use Salesforce every day of the week.
What do you dislike about the product?
There are almost too many options, sometimes is it difficult to remember where to find things. The homepage does not automatically refresh.
What problems is the product solving and how is that benefiting you?
Salesforce is helping to organize our data management and allows the information to be easily searchable and updated over various company platforms.
Easy to use and enables users to track campaigns, but the cost of building integrations is high
What is our primary use case?
What is most valuable?
The main benefit of the product is that it provides a 360-degree view of the customers. We can integrate all the data, get the visions, and establish analysis. The solution is easy to use. The product helps get metrics from the sales team, contact the customers, and see whether the features in the products are doing well.
If a customer is not in the report, we cannot see these aspects and place some tasks on the sales team. Tracking the campaigns, the return of the contacts, and how a contact becomes a sale is the main benefit. The strategy is based on market analysis.
What needs improvement?
The cost of building integrations is the main challenge we face. We hired a Salesforce integrations partner so that we do not overload our team. It's very costly and takes a lot of time to do. Salesforce must build some connectors and features to make integrations easier.
For how long have I used the solution?
I have been using the solution for two years.
What do I think about the scalability of the solution?
We have 100 users, including sales team members and managers. We are thinking of expanding. We might evaluate Salesforce along with other data visualization tools like Tableau.
How are customer service and support?
The technical support is good, but the team must improve the time it takes to respond. The escalations must be quicker.
How would you rate customer service and support?
Positive
How was the initial setup?
The main challenge in the deployment is understanding the workflows. The technical setup is not difficult and long. Understanding and building the workflows is the main challenge. It is not a big problem, though. The product is SaaS-based. It's not a costly deployment. We can get new features and integrations quickly. Salesforce does the maintenance of the solution.
What was our ROI?
The return on investment is based on the tracking of the tasks. We can build campaigns. It makes the investment work. The main benefit is how the product integrates with the campaign tool and provides features to track the campaigns.
What's my experience with pricing, setup cost, and licensing?
The price is fair. The tool is not that expensive, considering what it offers. It is worth the money.
What other advice do I have?
I will recommend the product to others. It is worth the money. It provides a good price, service, and quality. It's a leader in their market. The product is worth it if we have the budget to use the mobile version, web version, and business intelligence features. Overall, I rate the product a seven out of ten.
Helpful for Tracking Outreach
What do you like best about the product?
The email and calling features that are automatically tracked in the CRM are very helpful.
What do you dislike about the product?
I am extremely frustrated that there is no provision for allowing contacts to be associated with more than one active email address. Many of our clients use more than one email address interchangebly and if you want to be able to see the history of activity for that client, all the interchanges from each email they use need to be attached to their account. Salesforce told us that the only workaround is to create an entirely seperate contact record for the person for every email address they use. This is not only time comsuming and expensive but also becomes problematic for many reasons, only one of which is avoiding sending clients duplicate marketing emails. Salesforce please fix this.
What problems is the product solving and how is that benefiting you?
It creates one source of truth that everyone can see.
Salesforce is extremely capable and the options are limitless. Therein lies the problem.
What do you like best about the product?
The upside of Salesforce software is it can be molded into the exact shape you need it to be. Far from being only a sales tool, the Salesforce ecosystem can become the entire tech stack for your company. It can handle operations, production, service department functions, financial operations, inventory, all working seamlessly together instead of having a different program for everything. This allows you to have a "single source of truth" for your company. Having all the departments wokring out of the same program provides a lot of synergy and ensures everyone is using the same data, and that it is reliable.
What do you dislike about the product?
The downside of Salesforce is also the upside. I once heard an implementation specialist describe Salesforce (vs. other CRMs) in terms of house design. It is the difference between selecting a floorplan from a pre-built house in a housing development, or having ar architect design your house for you to spec. Every instance of Salesforce is basically a 1 of 1. Having your house designed the exact way you want it is great, but far more labor-intensive and expensive. Proper configuration and implementation of Salesforce at an SMB takes anywhere from 6-12 months. When I implemented it at my company, after 7 months of working on it we were ready to start using it on a trial basis, but there were still a lot of loose ends. This is not a DIY project for an in-house IT department, unless you have someone on staff that is Salesforce-certified. Many larger businesses do keep a Salesforce programmer on staff. Keeping Salesforce operational and current will be a full-time job for someone. It is incerdibly complex, which is both the upside and the downside. Many CRM's are sort of "plug-and-play", with (relatively) minimal configuration and implementation. Obviously this means it will not be as customized and tailored to your business, but it is far easier to use.
What problems is the product solving and how is that benefiting you?
We were not replacing another CRM with Salesforce. So we went from using email inboxes and Excel spreadsheets to having a CRM. The problem it solved for us was implmenting a real CRM, makes the sales department more efficient. Now we are all reading from the same book. There is still a long way to go with it (its never really "done") but it has allowed us to start reporting on sales and income goals without speninding all night doing spreadsheets.
It was a great experience
What do you like best about the product?
I think that the best thing is being able to scale your business quickly if needed. The ability to track and have everything organized in one place allows the business and employees to stay on track.
What do you dislike about the product?
I'd like to see more frequent improvements.
What problems is the product solving and how is that benefiting you?
It helps me stay organized, this is very important because I deal with a lot of clients and it can get messy if I'm not organized. Salesforce takes that headache but keeping everything in one central location.
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