Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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Excellent resource as long as you learn the capabilities
What do you like best about the product?
Salesforce is by far one of the most prolific sales and marketing team resources. It integrates with nearly all essential marketing tools and is a great way to continually track and collaborate across the organization to support prospects and customers.
What do you dislike about the product?
It can take some time for new team members to understand individual organizational customizations, but with the proper onboarding and utilization of resources, these concerns can be eliminated.
What problems is the product solving and how is that benefiting you?
It's essential to have a seamless transition from prospects to customers, as well as tracking of each account. Contact, champion, executive sponsor. The best thing about Salesforce is that it makes tracking and updating this information seamless.
Excellent tool for management and monitoring
What do you like best about the product?
The best are definitely the automations, the ease of giving visibility to different users/departments. Internal/external customer follow-up. Developing and integrating with existing systems was possible and hassle-free despite programs that were quite old.
What do you dislike about the product?
I wouldn't say I liked an update that changed how you automate dashboards. For some users, it was a bit complicated. The good thing about that update is that it made the user more committed to using the application.
What problems is the product solving and how is that benefiting you?
Keep users engaged in finishing their assigned tasks. We generate a report of the agenda made by the commercials where the % of compliance of visits and the sales generated are evaluated.
Salesforce is helpful for me to track the history of my accounts and keep organized
What do you like best about the product?
The thing Salesforce is most helpful with is organization of accounts. As well as allows me to track what happens from previous notes to contacts being changed between versions and outreach overall.
What do you dislike about the product?
The downsides of it are the overall access to everyones accounts and seeing the activity, and freely being able to change them or have people steal them when you may be actively working it.
What problems is the product solving and how is that benefiting you?
Organization for my overall accounts, understanding what has happened in the past within the account so my new outreach can correlate with what happened in the past.
Gets the job done
What do you like best about the product?
helps you track your leads in a systematic manner.
What do you dislike about the product?
too many fields to fill to convert a lead into an opportunity or move from one stage to the next
What problems is the product solving and how is that benefiting you?
monitoring sales progress across the company
A customizable experience through Salesforce
What do you like best about the product?
I find the engagement plans very helpful; I'm not a "sales person" but I work with customers and stakeholders who have many unique needs. Engagement plans and other Sales cloud techniques help me respond to this uniqueness.
What do you dislike about the product?
This may be user error, but I struggle to use the Sales experience with all members of my team. For instance, if a few members of my team need some information while others need to use contact/account/etc records in a different way, the account and contact records get bloated with a lot of fields that only apply to a few specific people. I'm sure there's some sort of permissions set up we could use but I am not an admin so I don't know!
What problems is the product solving and how is that benefiting you?
I work with people with varying needs, schedules, modes of preferred conversation, etc - and sales cloud allows me to have a customized experience to document all of those needs and keep my to-do list straight. Additionally, using sales cloud and other salesforce features allows me to work with new members of my team to provide feedback and insight in the case record itself, allowing for less of the dreaded "wait, where did you say that again?" conversations. It also leads to transparency on the team, knowing that my feedback could be seen by anyone else on the team.
Clear dashboard with overall reports
What do you like best about the product?
Easy to use, track, report. For analysis of sales data and sales engagement it's a very useful tool. Also I'm user of SFMC where I liked Einstein
What do you dislike about the product?
Nothing much to say as it's solving my purpose and easy to analyse. But definitely it's appreciated if team can improve on Ai which I have not used
What problems is the product solving and how is that benefiting you?
Reports and analysis with all kind of data
Best application to manage the data
What do you like best about the product?
Some of the key benefits of Salesforce Sales Cloud Suite include:
Comprehensive Sales Management
Customizable: The platform is highly customizable
Analytics: Salesforce Sales Cloud Suite provides powerful analytics and reporting capabilities that help businesses gain insights into their sales processes, identify trends and areas for improvement, and make data-driven decisions.
Collaboration: The platform facilitates collaboration between team members, enabling them to share information, documents, and data in real time.
Mobile Access: The system provides mobile access, enabling sales reps to access customer information, sales data, and reports from anywhere, at any time.
Comprehensive Sales Management
Customizable: The platform is highly customizable
Analytics: Salesforce Sales Cloud Suite provides powerful analytics and reporting capabilities that help businesses gain insights into their sales processes, identify trends and areas for improvement, and make data-driven decisions.
Collaboration: The platform facilitates collaboration between team members, enabling them to share information, documents, and data in real time.
Mobile Access: The system provides mobile access, enabling sales reps to access customer information, sales data, and reports from anywhere, at any time.
What do you dislike about the product?
Steep Learning Curve: Users often feel overwhelmed by the many features and functionalities of the platform, which can make it difficult to get started and learn.
Complexity
Customization Limitations: Users may find it challenging to customize the platform to meet their specific needs
Cost: Salesforce Sales Cloud Suite can be expensive, especially for smaller businesses, and the pricing model may not be transparent or easy to understand.
Complexity
Customization Limitations: Users may find it challenging to customize the platform to meet their specific needs
Cost: Salesforce Sales Cloud Suite can be expensive, especially for smaller businesses, and the pricing model may not be transparent or easy to understand.
What problems is the product solving and how is that benefiting you?
Organizing customer data: The suite allows businesses to store and manage customer data in one central location, making it easier for sales reps to access information about their customers and prospects.
Streamlining the sales process: Sales Cloud Suite provides a range of tools to help sales reps manage their sales pipeline, automate tasks, and collaborate with their team members.
Improving communication with customers: The suite includes tools for email marketing, social media integration, and customer support, allowing businesses to communicate with their customers through their preferred channels.
Providing real-time sales insights: Sales Cloud Suite offers analytics and reporting tools that give businesses real-time insights into their sales performance, enabling them to make data-driven decisions.
Streamlining the sales process: Sales Cloud Suite provides a range of tools to help sales reps manage their sales pipeline, automate tasks, and collaborate with their team members.
Improving communication with customers: The suite includes tools for email marketing, social media integration, and customer support, allowing businesses to communicate with their customers through their preferred channels.
Providing real-time sales insights: Sales Cloud Suite offers analytics and reporting tools that give businesses real-time insights into their sales performance, enabling them to make data-driven decisions.
Exceptional solution for organizations, with robust sales tracking and extensive analytics options.
What do you like best about the product?
Features for comprehensive sales management
Customizability allows you to customize the platform to your individual needs.
Capabilities for seamless connection with other business systems
Scalability to accommodate expansion
Strong reporting and analytics to support data-driven decision-making
Customizability allows you to customize the platform to your individual needs.
Capabilities for seamless connection with other business systems
Scalability to accommodate expansion
Strong reporting and analytics to support data-driven decision-making
What do you dislike about the product?
Occasional performance issues and slow load times, particularly with large datasets
The complexity of advanced reporting and analytics features for non-technical users
The complexity of advanced reporting and analytics features for non-technical users
What problems is the product solving and how is that benefiting you?
Opportunities tracking is one of the most useful features for me and it's very easy to track.
I also use it for approvals management ie. CAR & QAR etc.\
We have also implemented NPS monitoring in SALES FORCE and it's working smoothly.
I also use it for approvals management ie. CAR & QAR etc.\
We have also implemented NPS monitoring in SALES FORCE and it's working smoothly.
Everything you can think of can be implemented in Salesfroce CRM. Flexibility and ease of use.
What do you like best about the product?
All data in one centrally managed place that allows tech users to adopt the CRM to their requirements and day to day users just top get on.
Management can pull all kind of data into easy to setup reports
Management can pull all kind of data into easy to setup reports
What do you dislike about the product?
Salesforce Lightning. Bad UI design. Slow page loads and some original functionality from classic is years after its release till not available. Lightning looks and feels like an MVP of a startup having to work on its programming skills
What problems is the product solving and how is that benefiting you?
Customermanagement, storage of customer interactions and contracts. Management of services cycles.
Complete & Comprehensive CRM Solution
What do you like best about the product?
1. Custom dashboard and reporting to get a one-click view of total revenue generated, logos won, deals lost, etc
2. Tracking of leads and opportunities with respect to close date, ACV, deal closure probability, and much more
2. Easy-to-use and Intuitive UI
3. Quick mobile accessibility
4. Easy tracking and logging of data
5. Integrates well with Calendly, Hubspot, and other marketing and sales automation tools
2. Tracking of leads and opportunities with respect to close date, ACV, deal closure probability, and much more
2. Easy-to-use and Intuitive UI
3. Quick mobile accessibility
4. Easy tracking and logging of data
5. Integrates well with Calendly, Hubspot, and other marketing and sales automation tools
What do you dislike about the product?
1. Configuration is complex, and migration took a lot of time, plus IT efforts
2. Tool is expensive when compared with other CRM solutions available in the market
3. The learning curve is relatively higher
4. Customer support and outside implementation services are expensive
2. Tool is expensive when compared with other CRM solutions available in the market
3. The learning curve is relatively higher
4. Customer support and outside implementation services are expensive
What problems is the product solving and how is that benefiting you?
1. Provides me with one unified view of all my leads and opportunities
2. Reporting and dashboarding of month-on-month sales vs SDR performance
3. Database of linked contacts and accounts
2. Reporting and dashboarding of month-on-month sales vs SDR performance
3. Database of linked contacts and accounts
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