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.
The way to go!
What do you like best about the product?
Easy configuration. Fast deployment. Great user experience. Integrated data.
What do you dislike about the product?
Our governance is slowing down the process of providing Salesforce capabilities to our users.
What problems is the product solving and how is that benefiting you?
360 degree view of the customer.
Recommendations to others considering the product:
Understand the number of users required to use the product and the type of license required.
Changing the way we operate
What do you like best about the product?
The potential for data insights in future. We've only just started using Salesforce but am looking forward to the continued roll out and analysing the data in months and years to come.
What do you dislike about the product?
Nothing with the product so far. My biggest challenge is organisation adoption.
What problems is the product solving and how is that benefiting you?
Disparate systems for tracking product sales and customers. Salesforce has merged the two into a single source of truth and allows for real time reporting and access to inventory.
Best CRM Platform
What do you like best about the product?
It helps customer's marketing, sales work from anywhere. It helps us to keep track of all the marketing and sales processes. It has lot of features like contact management, task management and analytics.
What do you dislike about the product?
I haven't seen any downside of the Salesforce CRM. Its realtime performance, digital dashboards are awesome.
What problems is the product solving and how is that benefiting you?
We work with an organization who have teaching services with lot of universities in UK so we mostly manage all the sales and university data over Salesforce only.
Salesforce is much better than SAP CRM
What do you like best about the product?
It allows us to track everything, and reports are something I love to extract from Salesforce. I can have customized reports and dashboards for myself (hidden from the rest) or my team members. It automatically creates a bar chart as well in the case of dashboards.
Creating opportunities is easy for salespeople too. The partner portal can also be managed using Salesforce.
Inside sales team can log each conversation easily and send emails using Marketo templates which are integrated well into Salesforce.
Creating opportunities is easy for salespeople too. The partner portal can also be managed using Salesforce.
Inside sales team can log each conversation easily and send emails using Marketo templates which are integrated well into Salesforce.
What do you dislike about the product?
- when you merge leads, all the information about the previous one is lost. Merge ideally means having everything together, but it allows us only to choose the best of 2-3 leads that we wish to merge.
- we cant allocate leads to salespeople in bulk
- we cant allocate leads to salespeople in bulk
What problems is the product solving and how is that benefiting you?
I can chat with my peers.
I can see the information regarding the leads web or other campaign activity within a lead.. It helps me know more about the lead.
It is aligned with the marketing automation tool, and thus we can extract so much information.
I can see the information regarding the leads web or other campaign activity within a lead.. It helps me know more about the lead.
It is aligned with the marketing automation tool, and thus we can extract so much information.
Salesforce
What do you like best about the product?
I love many things about Salesforce but one of the notable benefits is the amount of integration opportunities it presents for data automation.
What do you dislike about the product?
Not much, but perhaps the user interface seems slightly outdated and confusing for use without system training.
What problems is the product solving and how is that benefiting you?
Salesforce is used for most if not all CRM activities and needs. As mentioned earlier, data automation is great as well as having a full picture of each customer.
Effortless Setup and Streamlined Campaigns with Salesforce
What do you like best about the product?
I appreciate the straightforward setup process of Salesforce Sales Cloud, made easy with clear instructions. I find the software effective in setting up campaigns and customer journeys, which has helped in attracting more customers and increasing our data. The cloud offering is comprehensive, resolving sales-related activities and automating processes efficiently.
What do you dislike about the product?
NA
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to set up and trigger campaigns, manage customer journeys, and automate sales activities, increasing customer data and efficiency.
Recommendations to others considering the product:
I have not seen such good CRM portal around. I have been a admire of this portal for about 10 years now and no other CRM portal can beat this.
SalesForce is a must have
What do you like best about the product?
It's incredibly user-friendly, and the fact that it's customizable to meet the needs of individual organizations is a plus. I also love how cross-functional it is between organizations. I can share files, complete checklists, and monitor my to-do lists all on one platform.
What do you dislike about the product?
Creating and pulling reports is tricky becuause the way that the fields are organized can be confusing. There needs to be a better menu for metrics and dimensions that we can pull from when creating reports.
What problems is the product solving and how is that benefiting you?
We can keep our entire organization organized and meet our client's needs on software where everything is documented. This platform not only increases productivity but our performance and production have increased significantly as a team. Without Salesforce, we would not be able to perform at the level that we are at today.
Continuity of Business w/o the extra labor
What do you like best about the product?
Salesforce allows our team to log detailed information about opportunities, with strong visibility and transparency across the organization. In addition, we can view a donor’s historical interactions and collaborate as a team to manage larger gifts due to the ease of use. Most of our users are in Salesforce on a daily basis.
What do you dislike about the product?
For larger teams, it can be costly as there are per user costs, data costs and file storage costs. Integration and implementation can take some time, but don't let this persuade you into using something else. Salesforce is a powerful platform and customer support is available and extremely helpful.
What problems is the product solving and how is that benefiting you?
We were unable to keep communications logged w/o a copy and paste method into Salesforce. This required users to "duplicate" their work, causing them to be less effective. Salesforce Inbox also allowed department heads to run reports on outbound and inbound emails to show the efficiency and communications with clients. The ability to schedule out emails in advance, use templates, and know when the client has opened has made the investment worth while.
The Best CRM tool out there
What do you like best about the product?
Can Easily implement and integrate. The ease of implementing and using this software for your clients keeps this CRM #1, With extended support of app exchange, just like we have google play store for android, this expands the functionality for the administrators/developers/consultants. With so many different cliuyds you xan integrate together, it becomes so easy to use and implement the Salesforce CRM
What do you dislike about the product?
There should be just one version, they should make Salesforce Lightning their only current version. New people in the field gets confused
What problems is the product solving and how is that benefiting you?
Business solutions for the clients to manage and track sales and data. I also use reports and Dashboards quite often
The Number One CRM tool
What do you like best about the product?
Dashboards for a visual representation of the data - Creating and sharing dashboards on the performance of a particular service area is easy, helping us monitor the pipeline of opportunities in real-time
Chatter Feature - It helps in assigning a task to another member instead of sending emails via outlook.
Integration with other tools is easy when compared to other CRM tools - linking and importing data on companies from D&B Hoovers
Creating reports on existing contacts for sales campaigns
News Feature: It helps to monitor developments and news related to a particular company for which we have an account created in Salesforce,
Industry News and General News is new and I have not seen in Dynamics CRM
App Navigation - Being able to modify the home page to include all required apps. I use this feature to view my accounts and contacts, tasks that are assigned to me, pending items that require my approval
Chatter Feature - It helps in assigning a task to another member instead of sending emails via outlook.
Integration with other tools is easy when compared to other CRM tools - linking and importing data on companies from D&B Hoovers
Creating reports on existing contacts for sales campaigns
News Feature: It helps to monitor developments and news related to a particular company for which we have an account created in Salesforce,
Industry News and General News is new and I have not seen in Dynamics CRM
App Navigation - Being able to modify the home page to include all required apps. I use this feature to view my accounts and contacts, tasks that are assigned to me, pending items that require my approval
What do you dislike about the product?
Reports: Creating reports is not easy but clunky when compared to Microsoft Dynamics. One needs to be proficient in creating various report types. Creating a report with information on accounts and engagements/opportunities of a specific service line has been a challenge.
The Search function is a mess - results show both active and inactive accounts together. It becomes challenging to understand which ones are active and which are inactive
When we search with a keyword to search for accounts, it shows accounts that have the keyword in the description
The Search function is a mess - results show both active and inactive accounts together. It becomes challenging to understand which ones are active and which are inactive
When we search with a keyword to search for accounts, it shows accounts that have the keyword in the description
What problems is the product solving and how is that benefiting you?
Creating accounts for companies, adding contacts, creating opportunities, creating activities, adding tasks, and preparing reports and dashboards for sales and marketing personnel across our firm.
Creating and sharing the list of contacts with name, designation, email id, company name for sales campaigns
Sharing reports with Business Development team members on prospects and clients.
Creating and sharing the list of contacts with name, designation, email id, company name for sales campaigns
Sharing reports with Business Development team members on prospects and clients.
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