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.
Efficient Sales Management, but Too Many Clicks and Some Limitations
What do you like best about the product?
It seamlessly it brings together visibility, automation, and collaboration. The ability to track every stage of the sales process—from lead to close—within one unified platform makes managing relationships and forecasting so much more efficient.
What do you dislike about the product?
Too many clicks and there are limitations with certain components
What problems is the product solving and how is that benefiting you?
appreciate how customizable it is; you can tailor dashboards, automate workflows, and integrate with other tools so your sales process truly fits your business rather than the other way around
Intuitive Interface, but List Views Need Better Related Object Support
What do you like best about the product?
Intuitive and easy to use, I love the pipeline view on the opportunity
What do you dislike about the product?
List views can accommodate related objects fields
What problems is the product solving and how is that benefiting you?
The whole process is mapped out and I can filter
Salesforce Sales Cloud: Powerful, Customizable, and Streamlined—With a Learning Curve
What do you like best about the product?
What I love most about Salesforce Sales Cloud is how seamlessly it brings the entire sales process into one place. From lead generation and opportunity management to forecasting and reporting, everything is streamlined. The platform is highly customizable, allowing businesses to adapt it to their unique sales cycles without needing to rebuild workflows from scratch. Real-time dashboards and reports give sales leaders clear visibility into pipeline health and team performance. It also integrates effortlessly with other Salesforce Clouds and third-party tools, which makes collaboration and automation incredibly powerful.
What do you dislike about the product?
There isn’t much to dislike, but sometimes the platform’s flexibility can be a double-edged sword. With so many powerful features, it can take a little time to set up everything exactly how you want. A few more out-of-the-box templates or guided setup flows would make the onboarding experience even smoother for new users.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud is making lead conversion so much smoother. Instead of manually tracking leads and deals, it gives me a clear and automated process to qualify, convert, and manage opportunities in one place. I can easily see where each lead is in the journey, set follow-up reminders, and automate key steps so nothing slips through the cracks. This has helped increase conversion rates, shorten sales cycles, and keep the pipeline clean and accurate.
The best CRM platform
What do you like best about the product?
Sales cloud makes it really easy to find your customers extensions on the app exchange like Gridmate make it really easy to work quickly and get actionable insights to improve sales and efficiency
What do you dislike about the product?
It can take a while to get used to and potentially a lot of clicking to find the information that you need.
What problems is the product solving and how is that benefiting you?
It makes it easy to find all the relevant information about a customer and lead
User-Friendly and Efficient Tool That Streamlines My Sales Process
What do you like best about the product?
This tool is user-friendly and well-organized, which helps me become more efficient in my sales process. I appreciate being able to log calls with detailed notes and precise timing, making it easier to stay connected with my customers. Ease of integration, I use it daily
What do you dislike about the product?
There’s nothing I dislike about Salesforce. However, it would be even better if there were a way to call leads directly from the system, with calls being recorded and summarized by AI.
What problems is the product solving and how is that benefiting you?
organizing the Leads
Great Opportunity Model and Forecasting, but Some Frustrations
What do you like best about the product?
Opportunity model and forecasting
Easy configuration
Easy configuration
What do you dislike about the product?
Sometimes would be complicated for end users
What problems is the product solving and how is that benefiting you?
Centralize customer information and sales processes
Great Customizability Makes It Stand Out
What do you like best about the product?
It’s customizability. You can create virtually anything within the CRM.
What do you dislike about the product?
It has a few limitations, but at least they can be overcome via workarounds.
What problems is the product solving and how is that benefiting you?
It is allowing us to maintain our data in an organized fashion.
Easy to Use, but Pricey
What do you like best about the product?
Ease of use on multiple devices I am already using.
What do you dislike about the product?
Cost can be a lot for a non-profit that has limited budget.
What problems is the product solving and how is that benefiting you?
Keeping track of cast membership data
Instant Data Updates Are Great, But API Limits Can Be Frustrating
What do you like best about the product?
The main update to me is the ability to show updated information instantly. Things like contact and lead creation, campaign member updates, and account updates are instantaneous, allowing me to batch load data with the assurance that our sales reps will see the correct information as soon as it hits the object. Additionally, I appreciate that records will automatically go through any of our back end workflows with the click of a button, such as lead routing (we can uncheck "do not reassign" and the lead will automatically go the correct rep based on the correct parameters).
What do you dislike about the product?
Personally I find the API limits frustrating. I push data constantly from Salesforce Marketing Cloud (we use it for lead scoring), and we frequently run into SOQL limit errors when attempting to update records. We have been through numerous support cases about it and it's apparently a product limitation. Two integrated products are not expected to have an issue like this. However, I acknowledge that SFMC is not meant to be used as a lead scoring model, so most people shouldn't have this issue.
What problems is the product solving and how is that benefiting you?
My team is responsible for ensuring lead and campaign data is accurate, so we use Sales Cloud reporting and the web data loader to check our campaign leads and members and make sure they have the right information. We also have a lot of issues with siloed data, so Sales Cloud helps us track that sort of data with things like dashboards showing open MQLs so we can see which MQLs are being worked by reps and which aren't.
Great for Opportunity and KPI Management
What do you like best about the product?
Opportunity management, kpi management, scalability
What do you dislike about the product?
The major dislikes that we had had to do with adoption by our sales agents rather than anything that Salesforce sales cloud was responsible for.
What problems is the product solving and how is that benefiting you?
Salesforce sales cloud helped our salespeople to focus more on the client rather than having to focus on a platform. Said another way, Salesforce was used for remembering, planning, and strategy, while the salesperson was able to think while connecting with prospects.
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