Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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External reviews are not included in the AWS star rating for the product.
Highly Customizable with Excellent Opportunity Management
What do you like best about the product?
I really appreciate how accounts, leads, and opportunities can be easily configured for business needs with Salesforce Sales Cloud. It's great that primary small automations can be made very easily, even for someone like me who doesn't have a developer background. As an administrator, with just two to three months of reading, you can customize, create, and start using Salesforce Sales Cloud quickly. The tool makes tasks like sending out emails, updating data on accounts, and creating reports and dashboards very easy. These automations make it straightforward to configure essential processes without needing extensive development experience.
What do you dislike about the product?
So tool wise, I would say, because it's a multitenant architecture, there are few limits on the number of account records you can save, create, and share. And I would say few things which could be improved is on reporting. It's a platform sales first platform. Which allows creation of simple reports and dashboard buttons. If you need some detail or very micro level of reporting of it, it's a complex requirement. Then Salesforce doesn't work. It's a standard easy reports could be created, but complex reporting is where Salesforce lags.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud has been very helpful for opportunity, account, and territory management. Users (Sales Reps, Branch Managers etc.) give positive feedback on managing these aspects. It's a good tool for customers needing account and opportunity management.
Automated Sales Cycle Insights with Easy Setup
What do you like best about the product?
I like the automations and the magnified view of the sales cycle from initial onboarding to the invoice journey. The initial setup of Salesforce Sales Cloud was very easy.
What do you dislike about the product?
I feel that the quotes process in Salesforce Sales Cloud could be easier. It's currently generated on the opportunity itself, but the business also needs the ability to generate it directly on the contact or account before qualifying the deal.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud for application development, benefiting from automations and a detailed sales cycle view, solving issues with the sales cycle.
Empowers Collaboration, Needs Better Query Limits
What do you like best about the product?
I really like how easy it is to create reports and dashboards to generate insights for other executives on my team as well as individual contributors. Also, I've been really enjoying using AgentForce to create various agents that take care of some of our routine actions.
What do you dislike about the product?
I think Salesforce tries to do too much within the infrastructure, and where we really run into issues is the SQL query limits. It would be nice if we could expand that beyond 50,001 line rows and really enable larger querying capabilities.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to manage my opportunities and accounts, ensuring follow-ups with customers and keeping everyone updated. It helps gather information collaboratively, track support cases, use Chatter for status updates, and provide real-time updates to customers.
Intuitive and Powerful Lead Management Tool
What do you like best about the product?
I like the great UI experience of Salesforce Sales Cloud, which offers easy functionalities combined with AI features for creating emails and finding records. The Lead Score and Opportunity Score features are also really helpful, providing great closing numbers to close deals effectively. The initial setup was perfectly easy for me, especially with the Role Set Up, Custom Profiles, and Validation Rules. The Lead Assignment rule with the Round Robin feature worked well for configuring Sales Cloud.
What do you dislike about the product?
Salesforce Marketing Cloud License is a little expensive in terms of having them compared to other products like HubSpot, Marketing Plus and Influ2 which are cheaper in price.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud helps with lead management, opportunity tracking, and task alignment. I appreciate the great UI with easy functionalities and AI features that assist in creating emails and finding records. Lead Score and Opportunity Score help in closing deals effectively.
Streamlined Data Management, Stellar Integration
What do you like best about the product?
I find Salesforce Sales Cloud to be the go-to platform for managing multiple student profiles across 9 campuses effortlessly. It allows me to access previously collected data to create various types of reports without switching platforms, which is really convenient. I love how it keeps everything in one place, enabling my team and me to collaborate smoothly. The ability to store a wide range of data and build new profiles and leads within the same system without causing issues is truly amazing. I also enjoyed integrating our communication tools with Salesforce, allowing real-time updates to show up in an organized way, which is brilliant.
What do you dislike about the product?
If a new user who hasn't worked with data or the way it's stored stumbles across the platform, things can get messy quickly. Require any team member who will be working with Salesforce to undergo some level of training for smooth sailing.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud centralizes our data, allowing easy access to info for reports and collaboration. It handles diverse data types smoothly, integrates communication tools, and replaces multiple systems with a singular, reliable platform, helping us support students effectively.
Highly Customizable, Boosts Our Sales Process
What do you like best about the product?
I use Agentforce Sales for managing customers, all leads, opportunities, and everything around my sales system. It's great for maintaining a track of the entire sales pipeline. I heavily utilize the reports and dashboards, which are really helpful. I also like using the standard out-of-the-box features. The integration with Slack is fantastic because I can see and update leads directly from Slack. The initial setup was quite easy, with many out-of-the-box features available. As I started using it more, I refined and fine-tuned it, added automations, and built specific reports and dashboards. I really like the ability to highly customize the tool based on my needs.
What do you dislike about the product?
I feel like a lot of things are working for us. However, the thing which I would recommend improving is the commission structure for the salespeople because that's something which is still tricky to set up and it always creates sudden issues. You are not able to fully replicate the commission structure, as is. So that's something I would like Agentforce Sales team to work on.
What problems is the product solving and how is that benefiting you?
With Agentforce Sales, I keep all customer leads and opportunities organized around my sales system and track the entire sales pipeline efficiently.
Effortless Lead and Task Management in One Place
What do you like best about the product?
The best thing about Salesforce Sales Cloud is how easy it makes it to keep track of everything. I can see my leads, opportunities, and tasks all in one place, which really helps me stay on top of my day
What do you dislike about the product?
While Salesforce Sales Cloud is powerful, it can feel a bit complex at times. Some tasks require too many clicks, and the interface can be overwhelming for new users.
What problems is the product solving and how is that benefiting you?
It basically keeps everything organised for me. Instead of tracking things in different places, I have one system where I can see my pipeline, follow-ups, and customer activity. It saves a lot of time and reduces the chances of missing something important
Custom Dashboards and Integrations Make Salesforce Sales Cloud Stand Out
What do you like best about the product?
What I like about Salesforce Sales Cloud is the fact that there are various custom dashboard views, filters for pulling reports and third party integrations available.
What do you dislike about the product?
Nothing notable to dislike regarding this platform.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud solves the key issue of consolidating all of our customer contact information, contracts and potentials. Having all of this on a single platform helps in improving Sales and Revenue operations effectively
Intuitive and Efficient CRM with Robust Features
What do you like best about the product?
I like Salesforce Sales Cloud's friendly interface, which makes it easy for me to find information, especially before I make a call. It's really fast too, which helps me quickly locate the information I'm looking for. This support in finding information allows me to adjust my approach for different end users based on their needs. It's also really easy to use and understand, which is great not only for me as an end user but also for administrators who find it really good with no difficulty in using it.
What do you dislike about the product?
I don't think there's too much to dislike. Sometimes, there might be a glitch or it can be kinda slow because of an update, but it's just once in a while. Overall, it's doing really good so far.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to easily understand and adapt my approach to different end users and leads, with everything in one place. It helps me generate new leads and know what services users currently use, allowing for efficient calls.
Transforms Sales Visibility and Efficiency with Powerful Integration
What do you like best about the product?
What I like most about Salesforce Sales Cloud is that it brings everything into a unified view and offers a lot of flexibility and customization. You can tailor objects and fields and automation to match business practices without heavy coding, which is huge for scalability. It also offers a bunch of out-of-the-box automation like flows and Einstein AI, which can reduce manual work. The data-driven insights, especially for forecasting for leadership, are super helpful. There's also a huge integration ecosystem available, so you can sync with everything. The mobile app is okay too.
What do you dislike about the product?
Our Salesforce is really old, and there's a lot of customizations that have added tech debt over time that we need to clean up or start fresh. Another issue is complexity for new users. It can be overwhelming for new sales reps to know what to look for or what's important. We could probably do a better job at offering more standardized reports for our end use.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to solve visibility issues in our sales pipeline and manage leads more efficiently. It enhances team collaboration, standardizes sales processes, and improves revenue forecasting with AI insights. The mobile app provides access to essential data, and it centralizes information to reduce data fragmentation.
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