Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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Salesforce Project Manager
What do you like best about the product?
Integrating data with other systems, automation
What do you dislike about the product?
Report/dashboard limitations (i.e. number of groupings)
What problems is the product solving and how is that benefiting you?
Automation, sales activity management, reporting
Salesforce just works
What do you like best about the product?
The best thing about Salesforce is it's adaptability and the fact that it's cloud based.
What do you dislike about the product?
I think that it requires too many people to maintain. The executive team expected it to be just plug and play forever.
What problems is the product solving and how is that benefiting you?
Database for all the accounts, opportunities and contacts.
Recommendations to others considering the product:
Probably the best out there.
Great product
What do you like best about the product?
Flexible and powerful product to support the sales process. You can easily build automation to support the sales Process
What do you dislike about the product?
Not all classic features are lightning enabled
What problems is the product solving and how is that benefiting you?
Support the process of scheduling meetings with lightning scheduler
SFDC is the WIN
What do you like best about the product?
The complete and utter customization of how you can make SFDC reports and views. No matter what it is, I can build the views in the way I want to see what I want. This is especially helpful when building call lists for not just myself, but my team members. I can assign them by name and say who they call, etc. And I can create reports to track their activity, see meetings set, etc.
What do you dislike about the product?
I dislike how slow it can get when you have multiple windows open. Often, the easiest way to run SFDC is to pull up each lead in a new tab, and then cycle through the machine. This can, and often does, cause Sales Force to bog down and become slow. It's happened everywhere I've ever worked and done the multiple tab thing. It seems that 15 is about the max number.
What problems is the product solving and how is that benefiting you?
Tracking calls, tracking activity, and tracking sales. All are easily solved with Sales Force. It makes it easier to see what my team is doing, how they are doing, and how they are progressing their sales pipeline at a quick glance, or I can get in depth and study the details, if needed.
Recommendations to others considering the product:
It's more powerful than Zoho or some of the others out there, and the automation of contract use is *outstanding* in it's effectiveness.
The #1 CRM
What do you like best about the product?
Salesforce is a great CRM for managing leads throughout the entire sales funnel. It makes it easy to track lead and contact activity, and generate reports for pipeline forecasting.
What do you dislike about the product?
Along with a great complexity. The backend of Salesforce can be a bit daunting if you aren't familiar with it or a certified administrator. My advice is to have your Salesforce CRM implemented and customized to meet your unique business needs, although the out-of-the-box functionality is a solid foundation for basic sales cycle management and reporting.
What problems is the product solving and how is that benefiting you?
Complete management of all things sales. Prospect and lead activity, opportunities, pipeline management and forecasting, etc. Salesforce is made to be fully customizable to your organization which makes it truly a unique CRM.
Recommendations to others considering the product:
Make sure you work with your rep on getting exactly what you need for your business. Some of the reps only seem to care about upselling you products/services you don't actually need. I would work with an independent consultant on customizing the Salesforce platform to your specific business goals. It can be a painful process to customize the platform if you are not familiar with Salesforce.
The most innovative CRM in the planet
What do you like best about the product?
SFDC is super flexible and so much more than just a CRM it allows me to scale up to ERP
What do you dislike about the product?
Reporting has come a long way - but I still find myself having to download to Excel in order to do some tasks that I feel should be built in.
What problems is the product solving and how is that benefiting you?
SFDC is currently our ERP system. It touches virtually every aspect of our business in some way. AS a SFDC Administrator have been lucky enough to build a career based on Salesforce.com expertise.
Recommendations to others considering the product:
Take the time upfront to document business processes and needs and put some business rules in place prior to implementation. Wherever possible customize with CLICKS not CODE. A declarative solution is almost always preferable to a programmatic solution.
Excellent capacity, slightly clunky user interface
What do you like best about the product?
Ability to customize the system according to business processes; integration with a variety of other software; good applications that can be installed on top of Salesforce to improve processes. Salesforce is probably the best source of truth on customers and sales there is.
What do you dislike about the product?
Some application integration is buggy (i.e. Outlook - sometimes stops working, poor integration when using Outlook in browser, but okay when using Outlook client); user adoption is difficult - Lightning interface is definitely very user-friendly, but not all Salesforce functionality works on it
What problems is the product solving and how is that benefiting you?
We can report on sales activity, qualify leads, onboard folks faster using opportunity stage guidance and other tools, keep track of various deliverables that come with every opportunity, ensure accurate invoicing and payments, and provide reports to our clients using the customer-facing portal (the Experience Cloud portal is definitely something that makes Salesforce stand out among its competitors)
Recommendations to others considering the product:
Salesforce is a powerful tool, but it will take many hours to set up for the organization. I believe for an organization of 25 we've spent at least 100 hours of staff time and at least the same amount of Salesforce consultant time (an external consultant we've had to hire and retain), and the system is still not quite there yet. User adoption takes a long time as well. If you do not plan on having a dedicated person serving in the Salesforce administrator and trainer role, perhaps it's worth looking at other, easier to implement and manage, but less powerful CRM solutions.
Best of breed CRM that drives functionality for other platforms
What do you like best about the product?
Salesforce.com has been easy to use and it has a very good partner community. With it being so wide in use it is not difficult to find tips from the greater User community on how to do things in the platform. Most IT departments and system integrators understand how it connects to other platforms.
What do you dislike about the product?
I haven't found anything that I dislike about Salesforce.com.
What problems is the product solving and how is that benefiting you?
I have used Salesforce.com primarily as the first platform to use for CRM (after not having used anything) and then as a replacement for older platforms. The features within have enabled my colleagues and clients to more efficiently manage leads and close sales.
Recommendations to others considering the product:
Make sure that you have your lead processes and timings mapped out before you implement. You may want to make sure that you have templates for lead notifications and other notifications in the system before you go -live, to help make sure that communications are standardized.
Sales Cloud is Helpful
What do you like best about the product?
Good way to integrate leads into Salesforce. Makes the sales team more productive.
What do you dislike about the product?
The cost is high & there sometimes issues with inaccurate data.
What problems is the product solving and how is that benefiting you?
Our teams have niche industries & it helps target them. Makes their time more productive.
Sales Cloud Flexibility for Consulting Deals
What do you like best about the product?
One of the best CRM applications on the market.
- Very Flexible and easily customizable.
- It will take weeks (not months) to tailor to your business process and sales/marketing team needs
- Pay-as-you-go service
- Tons of users and forums/blogs to get answers you need around set-up, config and build and deployment/adoption/training
- Very Flexible and easily customizable.
- It will take weeks (not months) to tailor to your business process and sales/marketing team needs
- Pay-as-you-go service
- Tons of users and forums/blogs to get answers you need around set-up, config and build and deployment/adoption/training
What do you dislike about the product?
- Can be expensive for the SMB segment
- Can offer too many "features" for a
- Reps / Sales team often tries to sell and up sell more licenses, different products and try to get you to buy additional ancillary Salesforce products and services.
- Implementation partner (consulting) fees are very expensive.
- Can offer too many "features" for a
- Reps / Sales team often tries to sell and up sell more licenses, different products and try to get you to buy additional ancillary Salesforce products and services.
- Implementation partner (consulting) fees are very expensive.
What problems is the product solving and how is that benefiting you?
- Sales process
- Business strategy
- Insights into sales activity / pipeline management
- Analytics into overall sales pipeline, opportunity funnel and planning around new / upcoming / past sales meetings. Trying to provide visibility into the sales process and help position licenses/services
- Business strategy
- Insights into sales activity / pipeline management
- Analytics into overall sales pipeline, opportunity funnel and planning around new / upcoming / past sales meetings. Trying to provide visibility into the sales process and help position licenses/services
Recommendations to others considering the product:
- Look at Oracle CRM and MS Dynamics if you are large enterprise
- If you are in higher education / public sector, you must go through Foundation to get a large discount / investment from your Salesforce account executive
- If you are in higher education / public sector, you must go through Foundation to get a large discount / investment from your Salesforce account executive
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