What do you like best about the product?

I like that Agentforce Sales makes it easy to have all my information in one place and is user-friendly. I also appreciate being able to look up all my opportunities regularly and keep close monitoring of those sales opportunities.

What do you dislike about the product?

I wish the mobile app required less manual input for opportunities and could auto-populate more information.

What problems is the product solving and how is that benefiting you?

I use Agentforce Sales for recording customer activities, sales opportunities, and CRM information. It provides all information in one place and helps me monitor opportunities closely.

What do you like best about the product?

I use Agentforce Sales as a smart sales assistant and CRM platform where AI agents handle repetitive work, provide insights, and help accelerate the entire sales lifecycle from prospecting to closing deals. What stands out most is that it's not just a CRM - it's a small sales platform that combines automation, AI, and deep customization to genuinely improve how sales teams work. These aspects turn Agentforce Sales into more than just a CRM, it becomes a proactive, intelligent sales system that improves efficiency, decision-making, and scalability. I find Agentforce Sales to be invaluable as it serves as the central hub integrated with CPQ, communication analytics, and integration tools, creating a fully connected sales ecosystem. Transitioning from a fragmented, manual system to Agentforce Sales significantly improved efficiency, visibility, and scalability. Despite the manageable initial setup, unlocking the full power of Agentforce Sales requires proper planning, technical knowledge, and a structured implementation approach. The platform played a key role in helping us streamline sales processes and scale efficiently as the business grew. I would rate Agentforce Sales a 9 out of 10, and I would definitely recommend it to teams serious about scaling their sales operations, especially if they can invest in proper implementation and optimization.

What do you dislike about the product?

The main drawbacks are complexity, cost, and occasional performance or usability challenges, especially in highly customized environments.

What problems is the product solving and how is that benefiting you?

I use Agentforce Sales to handle repetitive work and provide insights, solving inefficiency and scalability issues, making the sales process more data-driven and automated.

What do you like best about the product?

I like the clean interface of Agentforce Sales. The systemic process and well-thought-out layouts are great. I also appreciate the better data handling and the additional room for customization it offers. Additionally, I would say the initial setup was easy.

What do you dislike about the product?

nothing

What problems is the product solving and how is that benefiting you?

I use Agentforce Sales to organize client data and track processes, benefiting from better data handling and customization.

What do you like best about the product?

I really like the features of Agentforce Sales, especially around lead management and lead conversion. These features are very good, and I appreciate how well it integrates with other tools we need, like HubSpot, which we currently use in our project. That integration is a strong point, and we're very happy about it. Also, the opportunity management feature gives us a very comprehensive view of the different opportunities coming into the system from various channels and helps us realize or forecast revenue from those opportunities. Additionally, the documentation provided was very good, making the initial setup straightforward.

What do you dislike about the product?

One thing we felt that could definitely improve is the opportunity schedules. Currently, we don't get schedules generated until very late in the sales process. It would be good if they could be brought out earlier.

What problems is the product solving and how is that benefiting you?

Agentforce Sales gives me a great view of the pipeline, helps with forecasting, and efficiently manages lead conversion. It's effective in nurturing leads within the system.

What do you like best about the product?

The speed with which you can support a sales organization is exceptional. Existing templates and the expansive platform make it easy for experienced partners to implement and easy for the end users and their team to use. Support was good and now it is outstanding because salesforce knows how to support salesforce.

The addition of slack makes it easy to use each day and to connect to your other daily tools like email.

What do you dislike about the product?

I can't say that I dislike their flagship product. It has received so much love and care that I can't find something to complain about.

What problems is the product solving and how is that benefiting you?

For us, Agentforce sales has so many capabilities, it makes it easier for us to care for our customers.

What do you like best about the product?

Genuinely, nothing of substance.

Any perceived strengths are theoretical. The platform is marketed as “powerful” and “customizable,” but in reality that just means it is overly complex, difficult to implement, and completely dependent on outside consultants to function at even a basic level.

In our experience, it failed across core areas that should never be in question:

Sales and scheduling workflows were unreliable. Booking flows would break mid-process, fail after successful payment, or require manual intervention just to complete a basic transaction.
Payment processing was inconsistent, including scenarios where users could trigger duplicate charges or encounter unexplained errors during checkout.
Intake and automation workflows did not function as expected, requiring constant monitoring and manual fixes to ensure patients actually received what they needed.
Reporting and visibility were not trustworthy without heavy customization, which again required additional time and external support.

Integrations were one of the biggest failures. We were sold a seamless, end-to-end solution, specifically around Salesforce and Amazon Connect, that ultimately never worked. After nearly two years of effort across multiple teams and vendors, we were told the integration was not actually achievable. That is not a minor issue, that is a complete breakdown of what was sold.

Even after pivoting to a different telephony provider, we continued to experience issues with call routing, visibility, and basic functionality, reinforcing that integrations within this ecosystem are fragile and unreliable.

Support and onboarding were equally disappointing. There was no true ownership. Salesforce, their partners, and third-party vendors constantly pointed fingers at each other, leaving us to manage and coordinate everything ourselves. Issues that directly impacted daily operations were treated with little urgency, and communication was inconsistent at best.

To make matters worse, we paid for nearly a full year of licenses and services that we could not properly use during implementation. At no point were we clearly guided toward a ramp-up structure or advised on how to align costs with actual usage. That only came up later, after the fact, when the money was already spent.

The system is also not usable out of the box. Everything requires configuration, customization, or rebuilding, which introduces additional cost, delays, and risk. Even after significant investment, the result still felt unstable.

The biggest issue is that none of this is made clear upfront. You buy into the promise of a seamless, integrated platform, but what you actually get is a fragmented system that requires constant effort just to maintain baseline functionality.

At no point did it feel like a finished, reliable product. It felt like a constant project that never truly worked the way it was supposed to.

What do you dislike about the product?

Almost everything about the actual experience of using and implementing it.

The biggest issue is that the product does not work as sold. We were pitched a seamless, fully integrated system, especially around telephony and core workflows, and that simply never materialized. The Amazon Connect integration we were guided into pursuing was ultimately not even achievable, despite nearly two years of effort and significant cost.

Beyond that, the platform is extremely over-engineered for what most businesses actually need. Nothing works out of the box. Every workflow, report, or automation requires customization, and that introduces constant risk, delays, and dependency on third-party consultants. You are never truly “done” implementing, you are just continuously fixing and rebuilding.

Core functionality was unreliable:

Scheduling and booking flows breaking mid-process
Payment issues, including duplicate charges and failed transactions
Intake and automation flows not triggering properly
Reporting that could not be trusted without heavy rework

Integrations were a major pain point. Whether it was Amazon Connect or later Vonage, nothing worked cleanly. We dealt with call routing issues, missing agent data, poor visibility into calls, and constant bugs that directly impacted day-to-day operations.

Support and onboarding were also major failures. There was no clear ownership. Salesforce, their partners, and third-party vendors consistently pointed fingers at each other, leaving us to manage everything. For a small business, this is completely unsustainable. You effectively become the project manager, QA team, and support layer for a system you are paying a premium for.

One of the more frustrating parts was the lack of transparency around pricing and ramp-up. We paid for nearly a year of licenses and services that we couldn’t fully use during implementation, and no one proactively guided us toward a phased or ramped approach. That only came up after the fact.

Overall, it feels like a system built for massive enterprises with dedicated internal teams and unlimited budgets. For small to mid-sized businesses, it is overly complex, costly, and operationally draining.

Instead of making your business more efficient, it adds layers of friction, cost, and ongoing maintenance that never really go away.

What problems is the product solving and how is that benefiting you?

At this point, it is not meaningfully solving problems for us in a way that justifies the cost or complexity.

In theory, it is supposed to centralize sales, scheduling, communication, and reporting into one system. In practice, those functions have been inconsistent and often require manual intervention, workarounds, or additional tools to operate reliably.

Rather than streamlining operations, it has introduced additional layers of complexity. Our team has had to spend significant time troubleshooting issues, managing integrations, and coordinating between vendors just to maintain basic functionality.

If anything, the primary “benefit” has been forcing us to become more operationally disciplined because we had no choice, not because the system made it easier.

What do you like best about the product?

I like most about Agentforce Sales is its powerful automation, customizable dashboards, and real-time insights that make managing sales pipelines and customer relationships highly efficient. The automation in Agentforce Sales saves me time by handling repetitive tasks like follow-ups, lead assignments, and data entry, allowing me to focus more on closing deals. Real-time insights help me track pipeline performance, identify high-priority opportunities, and make quicker, data-driven decisions in my daily operations.

What do you dislike about the product?

Agentforce Sales can be complex to set up, has a steep learning curve, and its pricing and data accuracy can sometimes be challenging to manage.

What problems is the product solving and how is that benefiting you?

I use Agentforce Sales to manage leads, track sales pipelines, and automate CRM processes efficiently. It solves disorganized lead tracking and manual follow-up issues with centralized data, automating tasks and providing real-time insights, saving me time for closing deals and making data-driven decisions.

What do you like best about the product?

I appreciate how Agentforce Sales helps me manage Echo Properties Company healthily by reporting and tracking sales. It helps bond the marketing team and maintain a close relationship with clients, guiding them throughout the sales process. I like how it keeps me, the sales team, and clients connected and bonded. Additionally, I find the integration with ChatGPT to work well.

What do you dislike about the product?

Having an AI version would be great

What problems is the product solving and how is that benefiting you?

Agentforce Sales helps me track all the sales and reports, manage relationships with the sales team and clients, and guide the sales process effectively.

What do you like best about the product?

Agentforce sales helps us with solving our customers inquiry, whether is about support/onboarding and be managed in one places where everyone on the team has access. It helps us track the inquiry properly and get valuable insights on performance for team improvement and numbers. Given that we work on large number of request, it is understandable that the software may take a few seconds which is acceptable for now. We used the metadata to track what issues our customer usually encounters that help us work on the service improvement and innovate solutions. We always thrive to ensure that we have our customer's feel heard on the most important aspect they want us to improve on. It is also great that we have a range of option to customize the integration and metadata that helps us effectively. The same goes for the UI/UX where the team can feel comfortable and friendly accessible especially on most important aspects. That said, we are able to ROI our customer support management investment in no time. We aren't that much of using AI/Intelligence features, as we want to have all interactions as humanly as possible. Though, we are open to possibilities to automate the initial AI assistant to filter out categories of inquiry to designate it to the proper team. Overall, we are happy with the managing platform we have.

What do you dislike about the product?

Given that we have thousands of records for over 10 years now with billions of customer, having access to other vendors data, I'd imagine that the system may take a few minutes to load. However, they are days that we get a system issue while working with a customer inquiry which can sometimes be disappointing not only for the team member but also for the customer. We had experienced that a bit lot of times now.

What problems is the product solving and how is that benefiting you?

It helped my team and other vendors team managed and centralized our support to the customer inquiry. We are able to track the customer data securely and we can see anyone via fingerprint who and what work was made on the account. It is really good especially when trying to find efficient solution for a customer.

What do you like best about the product?

I enjoy how Agentforce Sales allows for efficient tracking of customers through automation. I like that it creates opportunity and contact records automatically when a potential customer is identified, saving us from manual calculations. I appreciate the integration of multiple communication channels like calls, chats, and emails, which helps sales teams collaborate effectively without setting up things separately. I find the feature to use sales email templates with placeholders instead of hard coding customer information very time-saving. The ability to route work based on sales agent knowledge while maintaining efficiency is great. I also like that the work can be routed to different sales agents based on availability and urgency.

What do you dislike about the product?

I think it would be great if we can somehow introduce a functionality to manually create voice call records for testing without needing to set up a contact center. Currently, I was working on a ticket where this feature was required, and I needed to connect with Salesforce help to get it figured.

What problems is the product solving and how is that benefiting you?

I use Agentforce Sales to automate lead tracking and opportunity creation, saving time and improving efficiency. With features like email templates and channel-based task routing, our team collaborates better across calls, chats, and emails.