We mainly use it for sales purposes. This includes working with different customers and products, such as banking services, and managing pricing and attributes, especially for clients in the oil and gas industry.
Agentforce Sales
Salesforce, Inc.External reviews
10,027 reviews
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Usefullness
What do you like best about the product?
Sales force is connecting users with the customers
What do you dislike about the product?
Their is nothing that i don't like about sales force
What problems is the product solving and how is that benefiting you?
It is making simple to connect an employee to its users and enable an employee to sell its products and services more usefully and simply
Has reports and dashboards and can be integrated with other products
What is our primary use case?
What is most valuable?
We use workflows for sales flows and various automation, such as assignment rules and validations provided by Salesforce. When out-of-the-box solutions aren't enough, we delve into coding, utilizing synchronous and asynchronous methods. Additionally, we employ tools like lightning components.
The tool includes reports and dashboards, CRM Analytics, Tableau, and Einstein Analytics. We can also integrate other tools as needed.
The product has improved overall performance and reduced time for many manual processes. For example, with a banking client, numerous manual processes, such as signing forms, were involved, leading to lengthy processing times, sometimes up to a month for a single request. However, after integrating everything into Salesforce Sales Cloud, the time for such processes decreased to just one or two days.
What needs improvement?
The tool's technical challenges vary depending on the requirements. When a new requirement arises, we must analyze the best approach to address it, whether through automation tools or coding. We encounter limitations such as the number of reports we can process or update, the queries we can write, and other similar constraints. Understanding when to utilize coding and when to rely on simple configurations is crucial.
For how long have I used the solution?
I have been using the product for more than four years.
What do I think about the stability of the solution?
I haven't faced any issues with the tool's stability.
What do I think about the scalability of the solution?
Overall, the tool is a scalable solution. I've observed many large clients with over 10,000 users using it. While occasional issues may arise, they are manageable.
How are customer service and support?
Responses in production environments are prompt, with issues addressed immediately. However, for concerns in sandbox environments, response times may be longer, often taking up to a week or even a couple of weeks for resolution.
How was the initial setup?
It is standard procedure to start with an empty sandbox in Salesforce Sales Cloud when installing. From there, if a customer requires additional features, a package or URL is provided. Once the end user installs the package, all out-of-the-box features, including objects and their relationships, are automatically installed and linked. However, additional admin setup tasks are required post-installation, such as configuring user access levels and determining whether users will have read-only or read-write access.
The deployment time varies depending on the components we need to deploy and the tools we are using. For instance, it can be done easily if we need to deploy administrative setups like adding users to the Salesforce Sales Cloud environment. However, it can take longer if multiple customizations are involved, such as using automation tools or coding, and if there are several components to deploy.
The staffing needs for maintenance depend on various factors, such as the size of the product and the number of end users.
What's my experience with pricing, setup cost, and licensing?
The tool's pricing is based on the number of users. It has a different pricing for 0-100 and another for 100-500 users.
What other advice do I have?
Customization options in Salesforce Sales Cloud are tailored to match specific business needs. One common method is using Apex code, which resembles Java. However, when utilizing code, it's essential to consider the platform's governor limits. To mitigate this, Salesforce provides asynchronous processing, expanding the limits further. For UI design, options include Lightning, Salesforce web components, and the recently acquired Vlocity. Users can create forms and pages through drag-and-drop configurations.
I rate the overall product a nine out of ten.
Most reliable cloud CRM platform
What do you like best about the product?
User-friendly interface of Salesforce CRM makes my job easier and faster.
What do you dislike about the product?
Should provide pay per use payment model like other saas platforms.
What problems is the product solving and how is that benefiting you?
It cuts down time taken in resolving customer queries and issues and improve productivity exponentially.
Adapts to any sales environment and helps organizations monitor the progress of sales opportunities
What is our primary use case?
We have multiple sales divisions, and each division has its own sales cycle. We have deployed the product for B2B businesses across all five divisions. We monitor the pipeline in multiple stages. We also monitor the conversion of pipelines into actual orders.
What is most valuable?
Chatter is one of the best features. Opportunity Split and Territory Management are also good features. I appreciate Salesforce's flexibility in the stages. The tool is quite flexible. It adapts to any sales environment. The solution has a major impact on pipeline conversion calculation. We monitor the pipeline stages. Salesforce helps us monitor the progress of sales opportunities.
What needs improvement?
The reporting features and the dashboard must be improved. We must create joint reports in Salesforce. End users do not appreciate it. I would love it if Salesforce Sales Cloud had a module to manage large enterprise accounts. It will help us monitor large deals involving multiple stakeholders, departments, and functions. It will help us understand how strong we are in our client accounts. The product does not have invoice and tax features.
For how long have I used the solution?
I have been using the solution for more than four years.
What do I think about the scalability of the solution?
Approximately 150 people in our organization use the product. I rate the tool’s scalability a seven out of ten. The tool is scalable but only in pipeline management. It lacks capabilities related to the execution of actual orders. The scalability must be improved.
How are customer service and support?
Our experience with technical support is always good.
How was the initial setup?
I rate the ease of setup a seven out of ten. The tool is not complex, but every sales function has a different working style. We must brainstorm to understand how to integrate the tool into our sales environment. The tool is cloud-based. Salesforce has its own cloud. We took three months to deploy the product.
To deploy the product based on the requirement, we map the objects into the sales process, design a technical and functional architecture on the back end, and deploy the tool after configuration and development along with change management. We needed five to ten people to deploy the tool and one or two people to maintain it.
What other advice do I have?
We are using the enterprise version. The AI features do not have much impact on our organization. We tried Einstein, but it did not have much impact. Overall, I rate the solution an eight out of ten.
A complete solution for Sales team
What do you like best about the product?
It's very easy to manage all Lead and track those Leads in to sales cloud. You can track everything till end and store all require details into that particular.
What do you dislike about the product?
I feel most of require things are covered, so difficult to say anything. But yes, conversation of phone call is difficult to manage.
What problems is the product solving and how is that benefiting you?
We can start the process with Creating Lead till Close Win/Loss. Also, provide daily task details which help each individual person to track his work and give idea about work.
Very useful platform for CRM
What do you like best about the product?
Sales Cloud automates repetitive tasks like lead scoring and data entry, freeing up your sales team to focus on closing deals.By centralizing data, automating tasks, and offering intelligent features, Sales Cloud can significantly boost the productivity of your sales team. The implementation and integration of salesforce plateform was easy in our own system. Customer support became so easy after using SF sales cloud. Our team frequently uses the SF sales cloud for ease of automation.
What do you dislike about the product?
Not much as of now but one thing is salesforce has data storage limits, which can be restrictive for organizations that handle a large volume of data. Additional storage space often comes at an extra cost.
What problems is the product solving and how is that benefiting you?
Currently we are using Salesforce for B2B and B2C and our sales team is loving the platform so far. So customer interaction and Ticket management is easy and user friendly on Salesforce. We integrated the Salesforce APIs in our backend systems as well to fetch the insignts and data from SF. So overall it's benifiting the business very well.
Best industry trends for sales growth
What do you like best about the product?
Very easy integration
Boost up speed of bussiness integration and tracking
Secure and safe to use
Boost up speed of bussiness integration and tracking
Secure and safe to use
What do you dislike about the product?
Learning and customization takes time which can add dealys
What problems is the product solving and how is that benefiting you?
Integration with other system
Custmor data in app table
Custmor data in app table
My experience using Salesforce Sales Cloud
What do you like best about the product?
I like that the Salesforce Sales Cloud App helps me to keep record of leads and sales.
What do you dislike about the product?
Sometimes it's a bit technical to do a search.
What problems is the product solving and how is that benefiting you?
Instead of each person keeping their own records of interactions, sales and leads which leaves more room for errors and omissions, Salesforce is used to record these transactions as they occur. This makes it easier to measure performance wheather personally or an an organizational level.
Best sales pipeline management system
What do you like best about the product?
Total sales pipeline management
Available integrations
Good reporting and dashboards
Available integrations
Good reporting and dashboards
What do you dislike about the product?
Expensive
So-so customer support
Steep learning curve for setup and config
So-so customer support
Steep learning curve for setup and config
What problems is the product solving and how is that benefiting you?
Salesforce Chatter keeps everyone informed by enabling sales to upload documents, ask questions and post comments within contact, lead and opportunity records.
Sales Cloud Review
What do you like best about the product?
Use for our entire financial services company, it allows us to have a cohesive database and for all wholesalers and internals.
What do you dislike about the product?
Not always easily connected to outside platforms, or legacy products that we used for marketing. Created syncing issues
What problems is the product solving and how is that benefiting you?
Creates a centralized database for our entire company
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