Agentforce Service
Salesforce, Inc.External reviews
7,117 reviews
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Great resource
What do you like best about the product?
It’s great for tracking customer details
What do you dislike about the product?
The Pop up alert with each new case item
What problems is the product solving and how is that benefiting you?
Bring able to track items and historically save items as well has been of great benefit
Recommendations to others considering the product:
Look at all the options and ask all your teams if this tool will help them or slow them down in getting the job done before purchasing and rolling out with a product that may slow things down instead of help all your company.
Salesforce Review
What do you like best about the product?
Multiple methods to search for cases, using projects, accounts, contacts, owners, key words, items
What do you dislike about the product?
Closing a case does not default status option to close
What problems is the product solving and how is that benefiting you?
Documentation for services and issue tracking
End-user friendly and Smooth
What do you like best about the product?
Sales force is easy to use and it keeps everything tied together so that you can maximize your time. I love the interface and features.
What do you dislike about the product?
Sometimes it can have annoying glitches that can slow you down and waste your time, but this can happen with any software.
What problems is the product solving and how is that benefiting you?
CRM, Customer Successs. Case Management
Good CRM
What do you like best about the product?
It works really quickly to speed up our office processes. Very powerful in automations and customization.
What do you dislike about the product?
Not very user friendly when customizing.
What problems is the product solving and how is that benefiting you?
Non profit donor management and email list management for potential donors.
Great product
What do you like best about the product?
We love using sales force to keep tack of service tickets and make sure everyone knows what happens with them
What do you dislike about the product?
Application crashes sometimes and you need to start over
What problems is the product solving and how is that benefiting you?
Relationship management
Great tool for transperency
What do you like best about the product?
Emailing all contacts is great. I am using the service cloud setup to email contacts (using templates) and have the record automatically log on the case, then have the mailbox setup to sync back to the case record and notify the case owner that a response was received. This is a very nice feature for quick communication with thorough records to refer back to in the future.
Simple UI
Simple UI
What do you dislike about the product?
Tab use in the console view is difficult for me to adopt.
What problems is the product solving and how is that benefiting you?
Integration with a customer portal based on salesforce communities. Allows our customers to manage their cases online and stay up to date on progress.
Good Tool for Sales and Marketing Clients
What do you like best about the product?
How the objects are structured in a hierarchy is good to set clients needs.
The objects included are divided into Contract, Product, Opportunity and Account, this gives a better structure to work on each entity profile.
The objects included are divided into Contract, Product, Opportunity and Account, this gives a better structure to work on each entity profile.
What do you dislike about the product?
It could be better for Customer Services as it is good for Sales and Marketing.
What problems is the product solving and how is that benefiting you?
In a B2B structure, clients have users that we need to set up with a set of rules and workflow and keep them separated and this tool helps us achieve that. Similiar to Microsoft Dynamics with its Contact and Account and Opportunities entity structure setup.
Recommendations to others considering the product:
Oracle Right Now Cloud
User friendly
What do you like best about the product?
I love how user friendly the platform it, while also having the complexity of features that is needed in sales
What do you dislike about the product?
I wish it had more tutorials so I do not miss out on features
What problems is the product solving and how is that benefiting you?
All inclusive platform
Easy CRM
What do you like best about the product?
I have been using Salesforce as an end user and for reporting purposes. It’s user friendly and lightning allows live insights
What do you dislike about the product?
Some fields cannot be combined and on few occasions, I had to create separate reports
What problems is the product solving and how is that benefiting you?
Increase sales and improving customer relations
Recommendations to others considering the product:
Allow more user interface such as face chat
Sales force - Potential here
What do you like best about the product?
I love the social media feature of being able to post updates and articles and loop your colleagues or clients in on it.
What do you dislike about the product?
The software isn’t very intuitive. Why do I need to go into my current clients in order to make a new client account? And why is the manual to learn the software 4 inches wide? More YouTube tutorials would make this more accessible.
What problems is the product solving and how is that benefiting you?
It’s helpful to streamline documentation of our clients - intake forms, meeting goals, etc.
Recommendations to others considering the product:
Watch YouTube tutorials to learn - there aren’t many good ones available.
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