Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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Review for Salesforce Sales cloud
What do you like best about the product?
I like most about this software is that it is giving clear visibility of progress, pending tasks through its dashboard and reports. Also it's mobiles access capabilities are improving data updating and data access at nay point and any location.
What do you dislike about the product?
It's very critical to understand on first use also we observed that initial setup is critical requires so much efforts.
What problems is the product solving and how is that benefiting you?
After implementation of this software we noticed improvement in tracking of customer requirements, customer queries with no efforts and also get it resolved in minimum time possible. Also helping us to deliver project on time.
A powerful and flexible CRM that scales well with growing sales teams
What do you like best about the product?
What I like most about Salesforce Sales Cloud is how flexible it is, along with the depth of its feature set. It can be customized to support almost any sales process, from simple lead tracking to more complex, enterprise-level pipelines. The reporting and dashboards really stand out as well, offering real-time visibility into performance and making it easy to see what’s happening at a glance. I also value the automation tools, workflows, and AI insights, which reduce manual work and help keep the team focused on selling.
What do you dislike about the product?
Salesforce Sales Cloud comes with a steep learning curve, especially for new users. Early on, the interface can feel overwhelming simply because there are so many features and configuration options to navigate. Implementation and customization can also be challenging without experienced admins or consultants, which may increase overall costs. In addition, some of the more advanced features are limited to higher-priced plans.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud tackles the problem of scattered customer data and inefficient sales processes by bringing leads, accounts, and opportunities together in one centralized platform. It helps standardize the sales workflow, improves visibility across the pipeline, and supports more accurate forecasting. In turn, it saves time, strengthens collaboration across the team, and enables more data-driven decision-making, which leads to higher productivity and more consistent sales outcomes.
Intuitive and Friendly CRM with Excellent Clarity
What do you like best about the product?
I think what I like most about Salesforce Sales Cloud is how user-friendly, simple, and accessible it is. It's a very intuitive platform, and it gives us clarity regarding the projects we manage. It also provides us with information about our metrics and how we maintain productivity, whether as a team or individually.
What do you dislike about the product?
I think one of the things I might like to see implemented is having a dark mode in Salesforce, especially for people who wear glasses and have light-sensitive vision.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to have clarity with my team about all the information of our projects, which keeps us updated and helps us follow comments and relevant information.
Clean Case Organization and an Easy, Clear Client Follow-Up Process
What do you like best about the product?
The platform offers a very clean way to organize cases and a clear, easy-to-understand process for following up with clients.
What do you dislike about the product?
For live conversations, chats, and WhatsApp, the site’s setup can feel confusing, and at times it makes it harder to keep track of what’s going on and follow the conversation clearly.
What problems is the product solving and how is that benefiting you?
It provides a single, all-in-one platform solution for the company. We can follow up on emails and live conversations without needing a second platform.
Centralized Data & Dashboard Make Sales Tracking a Breeze
What do you like best about the product?
I like how all customer information and interactions are centralized, making it easy to track deals and collaborate with the team. Dashboards help me quickly see which opportunities need attention. The dashboard shows sales at a glance, and centralized data makes teamwork and follow-ups easier. The setup was straightforward.
What do you dislike about the product?
The interface can feel cluttered at times, and some reports are hard to customize.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to manage the sales pipeline, track leads, and centralize customer data, reducing manual tracking and follow-ups.
Effortless Usage, Powerful Insights
What do you like best about the product?
I find Salesforce Sales Cloud to be easy to use and easy to navigate. I've worked at multiple companies, and there's not much of a learning curve with it. I've also gotten savvy with running reports, and the functionality seems to be pretty similar across different places I've worked.
What do you dislike about the product?
Sometimes pages take a long time to load. I wish that the reports were easier to filter and just kind of slice and dice the data in different ways. It can be a little bit clunky to run your own custom reports.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud daily for tracking activities and running reports. It provides a good snapshot of client history, recent support cases, and how they work with my company.
A Game-Changer for B2B Relationship Management and Scalability
What do you like best about the product?
I appreciate that Salesforce Sales Cloud acts as the 'single source of truth' for our complex B2B landscape at TurboTax, providing 360-degree visibility into partner and corporate affiliate accounts. This complete view is crucial for managing relationships where every contract detail, communication history, and revenue forecast is available in one place. The workflow automation feature stands out, allowing us to automate routine follow-ups and renewal alerts, which frees up the team to focus on strategic relationship building rather than data entry. The integration with Tableau is also a huge plus, transforming raw data into actionable visual insights for our quarterly planning without having to leave the ecosystem. Salesforce scales effortlessly with Intuit's growth, managing high volumes of complex data without performance issues. The reporting tools and integration with Tableau help us generate accurate forecasts and visualize our pipeline health in real-time, which is essential for quarterly planning.
What do you dislike about the product?
The sheer volume of features can be overwhelming for new users. The learning curve is steep; onboarding new team members requires significant dedicated training time to get them comfortable with our customized instance. Additionally, because the platform is so highly customizable, maintaining data hygiene requires constant vigilance and strict governance, or the data can get messy quickly.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud offers a 360-degree partner view and workflow automation, reducing manual work and enabling strategic focus. It scales effortlessly with our growth, integrates well for real-time analytics, and resolves fragmented data issues, enhancing unified view and operational agility.
Salesforce sales cloud _ A strong CRM Platform
What do you like best about the product?
Salesforce sales cloud is best for providing centralised customer data, project related details only in one place with easy access even our site team can access this data on mobile app also. This helps us in easy leads tracking, follow ups, etc.
What do you dislike about the product?
The software is difficult to understand without proper training and sometimes our site team observed it to be lagging due to slow internet.
What problems is the product solving and how is that benefiting you?
With the Salesforce we have observed improved in coordination between departments within organization. Reduces delay in customer response as we are able to attend customer queries through software only. Itvis offering clear visibility of project related progress report and customer satisfaction.
Highly Customizable and User-Friendly CRM
What do you like best about the product?
I find Salesforce Sales Cloud easy to use and highly customizable. I can access it from my laptop, web, or mobile effortlessly. The single sign-on with two-factor authentication makes access secure across devices. I appreciate that every single feature is available in all versions. I also like how the initial setup links everything to my access and privileges smoothly.
What do you dislike about the product?
Sometimes some reports are not available for download or share. I'd like easier and faster sharing with other Salesforce users.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to manage the pipeline, record deals, and create quotes. It handles monthly and yearly forecasts via the dashboard, offering easy access from any device, which makes it highly practical and user-friendly.
Customizable Yet Complex CRM Solution
What do you like best about the product?
I use Salesforce Sales Cloud for running a sales operation, and it helps me track leads, accounts, and sales activity logging. I appreciate how it provides a live view of leads, deals, and pipelines, making it easier to route leads automatically. What I like most about it is the option for customization without the need for rebuilding, allowing me to tailor stages, fields, and layouts. Customizing stages effectively helps reps know exactly what is needed to move a deal forward, assists managers in spotting stalled deals, and aids in forecasting reality instead of hope.
What do you dislike about the product?
Because it's easy to customize everything, teams often add too many stages, fields, and rules, which turns CRM into a chore instead of a tool. When there are too many required fields or poorly timed validations, a simple update turns into friction. Reps start doing the minimum to get to the last save button. The initial setup was also hard as it was challenging to decide what real sales stages were, what fields actually mattered, and what data must be required.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud for running sales operations. It helps me track leads, accounts, and sales activities. It provides a live view of leads, deals, and pipelines, with leads getting routed automatically.
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