We use the solution to manage sales forecasting.
Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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Review
What do you like best about the product?
Sales cloud is very intuitive and easy to configure
What do you dislike about the product?
There's so much change, it's hard to stay on top of best practices and keeping things easy for end users
What problems is the product solving and how is that benefiting you?
Right now we mostly just use it to store client info
Good System
What do you like best about the product?
Being able to stay connected with prospects and clients full-cycle, have unified place to track all client communication
What do you dislike about the product?
Easy for data to get muddled/duplicated, only able to create one type of Customer Profile entity
What problems is the product solving and how is that benefiting you?
Visibility into client communications to ensure clients are continually communicated with
Sales Cloud is a great product
What do you like best about the product?
Sales cloud allows me to help clients get a full view of their data
What do you dislike about the product?
Continuous rebranding across the Salesforce ecosystem
What problems is the product solving and how is that benefiting you?
Easy solution for clients to utilize
Integrated Customer Support Platform
What do you like best about the product?
Has been helpful in tracking our customer support cases
What do you dislike about the product?
Would love to see better integration with other ticketing systems like Zendesk for partner sharing
What problems is the product solving and how is that benefiting you?
Has helped us track our customer contact information
I have used it for CRM stuff like sales pipelines, marketing and consistently hitting my targets.
What do you like best about the product?
Throughout my career, I have used random tools for sales and marketing software, sometimes Salesforce cloud at a role as a channel account manager, manage customer relationships, track sales pipelines,optimise marketing efforts. This experience has equipped me with an understanding of CRM systems and their critical role in sales operations. Using Salesforce's robust data analytics and reporting tools, I have been able to get high-value leads, prioritise follow-ups, drive significant business growth and hit my targets.
What do you dislike about the product?
Less upgrade stuff, full reliance on the Salesforce database is a nightmare, needs a lot of manpower behind it and can be time-consuming to control
What problems is the product solving and how is that benefiting you?
I do like customisation but it takes time, but once its done its epic. Data-driven insights for reporting is great
My own outreach and automation, easy integration and extension with other products and third-party apps for y tech team to use. But they say the support is below standard!
My own outreach and automation, easy integration and extension with other products and third-party apps for y tech team to use. But they say the support is below standard!
Salesforce on a daily basis at transport industry
What do you like best about the product?
In Salesforce I make new accounts when I need to add the new warehouse. It's a tool which makes my daily work easier.
What do you dislike about the product?
It's a little hard to use and not intuitive.
What problems is the product solving and how is that benefiting you?
In Salesforce I add new warehouses. Without this function I cannot build correct orders in another program, Octopus. So I need Salesforce to my everyday work. In our company people use Salesforce as a sales platform (in another department).
Better Customization, More Complicated, but Solid
What do you like best about the product?
Salesforce Sales Cloud excels in its extensive range of integrations and robust features for email management. The ability to connect seamlessly with various other tools and platforms makes it a versatile solution for managing customer relationships and sales processes.
One of the standout aspects is the variety of add-ons available (Salesforce built and third party), which allow for a high degree of customization to fit specific business needs. These add-ons enhance the functionality of the platform, providing users with the flexibility to tailor their CRM experience.
That said, these are pretty standard in the competetive landscape today.
One of the standout aspects is the variety of add-ons available (Salesforce built and third party), which allow for a high degree of customization to fit specific business needs. These add-ons enhance the functionality of the platform, providing users with the flexibility to tailor their CRM experience.
That said, these are pretty standard in the competetive landscape today.
What do you dislike about the product?
One major pain point is the configuration of tasks and Einstein activities. Compared to other tools like HubSpot, I've found Salesforce to be more complex and less intuitive in this regard. This complexity can lead to frustration and inefficiency, especially for users who are accustomed to simpler interfaces.
Another significant drawback is the lack of tools for deleting unused fields or cleaning up an organization at the record level. This limitation can turn Salesforce into a time-consuming ordeal, as the accumulation of unused fields and clutter can make the system messy and complicated to manage. A more streamlined approach to organization cleanup would greatly enhance the user experience.
Another significant drawback is the lack of tools for deleting unused fields or cleaning up an organization at the record level. This limitation can turn Salesforce into a time-consuming ordeal, as the accumulation of unused fields and clutter can make the system messy and complicated to manage. A more streamlined approach to organization cleanup would greatly enhance the user experience.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud addresses the fundamental problem of managing relationship data across marketing and sales. It centralizes customer information, making it easier to track interactions, manage leads, and monitor sales pipelines. This centralized data management is crucial for maintaining organized and efficient sales and marketing operations.
However, while Salesforce effectively solves these basic CRM needs, I've encountered more challenges in configuring and using the platform than I have in focusing on the actual selling and marketing process. The complexity of customization and configuration can be a significant barrier, requiring substantial time and effort to tailor the system to specific business requirements.
However, while Salesforce effectively solves these basic CRM needs, I've encountered more challenges in configuring and using the platform than I have in focusing on the actual selling and marketing process. The complexity of customization and configuration can be a significant barrier, requiring substantial time and effort to tailor the system to specific business requirements.
Salesforce Sales Cloud - simple and works
What do you like best about the product?
It's very simple to use, good search function. So many didderent features, i am always finding something new. Ability to login as users. Works well on desktop and iPad.
What do you dislike about the product?
The reporting functionality - ability to create reports can be limited, meaning more manual work after exporting. Some audit trails could be better. Recording CLM via event module.
What problems is the product solving and how is that benefiting you?
It makes recording activities, MIs and AEs simple
It stores all of our consents
Everything is easy to access
Its used by a wide range of roles
It stores all of our consents
Everything is easy to access
Its used by a wide range of roles
Brief overview
What do you like best about the product?
The dashboards were very efficient in tracking your quota and team attainment. Also being able to bulk upload contacts to outreach/saleslofts.
What do you dislike about the product?
Can be very tricky to use for someone who has never used SF before. I advice going through their training
What problems is the product solving and how is that benefiting you?
CRM - being able to manage pipeline and contacts
Manages sales forecasting with good analytics but have latency issues
What is our primary use case?
What is most valuable?
The solution has the ability to run reports on the pipeline and understand the likelihood of the sales. The analytics tools are very good.
What needs improvement?
The connectivity has some latency. It could be more responsive.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for ten years.
What do I think about the stability of the solution?
The tool has some latency.
I rate the solution’s stability a seven out of ten.
What do I think about the scalability of the solution?
It is scalable up to several hundred thousand users. It is highly scalable. We use it daily. I rate the solution’s scalability a ten out of ten.
Which solution did I use previously and why did I switch?
I have used Oracle Sales Cloud and Microsoft Dynamics.
How was the initial setup?
The initial setup takes three minutes.
I rate the initial setup a seven out of ten, where one is difficult and ten is easy
What was our ROI?
ROI is very good. There are productivity and efficiency gains.
What's my experience with pricing, setup cost, and licensing?
I rate the product’s pricing a seven out of ten, where one is cheap and ten is expensive.
What other advice do I have?
It is very easy to integrate with other tools and APIs.
I recommend the solution because they are the market leaders in what they do.
Overall, I rate the solution a seven out of ten.
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