Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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Central hub for our client data.
What do you like best about the product?
Salesforce has a lot of great tools for managing customer relationships. It's easy to keep track of information when everything is in one place. I like how customizable the interface is. The reporting features are also self-service and straightforward to use. Salesforce will be highly beneficial to any company managing large amounts of data. We could not perform our duties without such a powerful CRM. It is also advantageous to be able to coordinate outreach efforts. After initial configuration, this tool is highly user-friendly and allows for the simple distribution of customer data. Generating customizable reports is beneficial. My previous tests of customer relationship management systems pale compared to how simple this one is to use.
What do you dislike about the product?
I can only think of one major drawback to this product: the high cost of a license to use Salesforce CRM. However, this CRM has more industry experience than its competitors, making it a prudent investment.
What problems is the product solving and how is that benefiting you?
With all client data in one place, we can better manage incoming information requests and respond quickly. We can make better business decisions by organizing our data in Salesforce. It simplifies the process of uploading data to the cloud and creating reports.
Great for customer relationship management and marketing conversion tracking.
What do you like best about the product?
Easy to keep teams on the same page. Easy to organize activities into campaigns and to track effectiveness of said campaigns.
Pulling lists and placing those lists into integrated marketing campaigns is easy. Also enjoy the ability to create extensive and detailed marketing drip campaigns.
Pulling lists and placing those lists into integrated marketing campaigns is easy. Also enjoy the ability to create extensive and detailed marketing drip campaigns.
What do you dislike about the product?
Some features can appear to be overwhelming if you are not trained. The training itself can be a little confusing. However, there are plenty of YouTube videos that can fill in the pieces. It's helpful to have an onsite Salesforce ambassador to answer your questions.
What problems is the product solving and how is that benefiting you?
Helping marketing and salesteam work together more effectively.
Improving our marketing effectiveness and tracking
Improving our organization of our marketing activities: emails, social media posts, calls
plenty of integrations with other apps.
Improving our marketing effectiveness and tracking
Improving our organization of our marketing activities: emails, social media posts, calls
plenty of integrations with other apps.
Organizing the tasks become easy.
What do you like best about the product?
In the salesforce, we can fetch all the information regarding the campaign, etc... in one place. Dashboards option gives us a clear performance of our tasks, by this we are able to analyze the data easily.
What do you dislike about the product?
In Salesforce even if the campaign is terminated or paused also it is showing the upcoming tasks till the campaign end date. Due to this under pending tasks, it is showing many pending tasks which look bad.
What problems is the product solving and how is that benefiting you?
Sales Force is the place where we can get all the data in one place. We will get notifications if anyone posts information or assign a task. We can assign tasks to other teammates and also can give the priority.
Easy way to organize our sales
What do you like best about the product?
My dashboards answers my mentor, my accountant and my questions at a click of the button. I have no extended our offering and we are able to be smart and precise on areas to focus on!
What do you dislike about the product?
It can be pricy for small organizations and it does take time to get into the habit of data entering (like all crms)
What problems is the product solving and how is that benefiting you?
Easy tracking and management
Not cheap but worth it.
What do you like best about the product?
It's an extremely extensible development platform where customers are able to do most configurations for the more environments with clicks without coding and is supported by an amazing educational platform, Trailhead, so most changes are done without a significant learning curve. I'm constantly able to leverage the innovative enhancements that are delivered 3 times per year as part of the major upgrades and enjoy working with the tool even on my spare time.
What do you dislike about the product?
The user experience really depends on the expertise and professionalism of the implementation teams - without significant customizations, the navigation is not entirely intuitive for novice users of the lightning platform and requires training.
Furthermore, the user licenses tend to be on an expensive side compared to the other CRM products and as a result is costing company like ours millions. This said, the benefits of the platform outweigh the costs so at this point it's worth it.
Furthermore, the user licenses tend to be on an expensive side compared to the other CRM products and as a result is costing company like ours millions. This said, the benefits of the platform outweigh the costs so at this point it's worth it.
What problems is the product solving and how is that benefiting you?
I'm able to use it in 5 lines of business in my current organization and manage live production environments for over 1200 users with just a handful of developers and admins.
Salesforce Sales Cloud Review
What do you like best about the product?
Sales Cloud is a great tool for managing customer relationships. The tool is capable of tracking lead and contact journeys, opportunities, sales pipeline and forecast revenue. Sales Cloud also comes with free dashboards and reports that you can download from App Exchange.
What do you dislike about the product?
I think the Opportunity Pipeline inspector could be improved. It limits the ability to filter on custom fields such as ARR, and only shows the standard fields such as "Opportunity Amount".
The second limitation is the forecasting tool. Opportunity owners can add the "committed amount" and "adjusted notes", however managers can not edit them. Which is a limitation as managers want to be able to collaborate with the team and have everyone on the same page.
The second limitation is the forecasting tool. Opportunity owners can add the "committed amount" and "adjusted notes", however managers can not edit them. Which is a limitation as managers want to be able to collaborate with the team and have everyone on the same page.
What problems is the product solving and how is that benefiting you?
Sales Cloud helps us in the following ways:
a. provides a 360 view of accounts, contacts and opportunities.
b. when integrated with a powerful analytic tool such as 6sense, it empowers the revenue team to be more effective and efficient.
c. opportunities are more streamlined
d. there is more visibility of all customer's interactions
a. provides a 360 view of accounts, contacts and opportunities.
b. when integrated with a powerful analytic tool such as 6sense, it empowers the revenue team to be more effective and efficient.
c. opportunities are more streamlined
d. there is more visibility of all customer's interactions
Great CRM and Sales solution
What do you like best about the product?
Automation, Flexibility and different feature out of the box such as reports and dashboards
Additionally all the new roll outs give you point and click features to integrate with other systems, automate your business processes with flow and now cherry on the top are the AI features which helps and assist the team with their tasks and operations
Additionally all the new roll outs give you point and click features to integrate with other systems, automate your business processes with flow and now cherry on the top are the AI features which helps and assist the team with their tasks and operations
What do you dislike about the product?
Some of the feature limitations such as you can`t schedule a joint report and few limitations
What problems is the product solving and how is that benefiting you?
More productivity in the overall sales process plus automated reports and dashboard make it really easy to keep track of the numbers and different measures/KPI
Great CRM
What do you like best about the product?
Easy to create and edit new fields for different kinds of objects, extremely customizable, intuitive and has good documentation.
What do you dislike about the product?
The reports should have more features and the possibility to include more row-level calculations and the possibility to report on files and attachments related to Opportunities. Also, the dashboards are quite limited.
What problems is the product solving and how is that benefiting you?
Salesforce Cloud is our core CRM and it can integrate with almost all our other tools. We use it to track our pipeline and the activities made through the other tools I mentioned.
Recommendations to others considering the product:
Be conservative when creating custom fields and layouts. It will be hard to manage later
Salesforce - A Giant Tool
What do you like best about the product?
The ability to customize your data sets to meet the companies needs.
What do you dislike about the product?
The need to customize your data sets and the fact it can happen in so many places. To troubleshoot someone else's work can be daunting.
What problems is the product solving and how is that benefiting you?
Tracking our sales opportunities and keeping the sales team on track for targeted goals.
Recommendations to others considering the product:
Get training. Not just end-user training, but also real admin training. Put a plan together of what you want it to accomplish for your team. When making changes always think long term, because something will change and you do not want to be pigeonholed.
Rating Salesforce Sales Cloud
What do you like best about the product?
User Interface and integration of third party apps
What do you dislike about the product?
Customer care, sometimes they are not much responsive
What problems is the product solving and how is that benefiting you?
Basically a modern & innovative CRM. Salesforce Marketing cloud hsd been beneficial for our Marketing campigns
Recommendations to others considering the product:
Highly recommend salesforce. Salesforce can be benfecial regardless of how big or small the organization is. Salesforce Marketing Cloud is also a tool that can be useful for the organization.
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