Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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Salesforce all the way
What do you like best about the product?
how easy you can access all files that you need and how can you update them as well.
moreover the ability to share documents between your coworker is amazing and time saving
moreover the ability to share documents between your coworker is amazing and time saving
What do you dislike about the product?
it is hard to use at the beginning and you need guidance on how to use it and even after a new update is being released I couldn't find any instruction on how to use it
What problems is the product solving and how is that benefiting you?
Sales agreement and management, creating solutions for partners and keeping their data safe and shared with employees. in addition of selling them our products
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Not much, but perhaps the user interface seems slightly outdated and confusing for use without system training.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.
Salesforce is the number one CRM platform, it's the core of many business processes in our company
What do you like best about the product?
very easy to implement new business processes
many integrations possibilities with other apps
many integrations possibilities with other apps
What do you dislike about the product?
Pricing is quite high
some basic features are still missing
some basic features are still missing
What problems is the product solving and how is that benefiting you?
we implemented all Marketing/Sales/Customer Success business process into Salesforce, almost with zero code
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.
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
Intuitive and robust CRM that plays well with other software
What do you like best about the product?
The ability to easily customize to your business needs is most beneficial.
What do you dislike about the product?
The ability to query and generate reports has some limitations.
What problems is the product solving and how is that benefiting you?
We are finding valuable prospects and capturing vital work to acquire new donors. As well as staying informed about existing donors' experiences with our organization. It allows us to connect several disparate systems to gain a more comprehensive picture at macro and micro levels. It is more than a CRM, and we can capture workflows and business processes within its ecosystem.
Recommendations to others considering the product:
If you are considering Salesforce, there is usually a solution to your issues. The dilemma is that it may cost more, or a third party may need to be involved.
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.
Best CRM with multiple 3rd party integration available
What do you like best about the product?
This is an all-in-one CRM, I can say in the cloud. You can use it from generating the Lead to the Quotation management in its Sales Cloud platform. You can use it as a service software also using Service cloud.
It has multiple things, I can not explain it but for a good business, I am sure it will help you a lot.
It has multiple things, I can not explain it but for a good business, I am sure it will help you a lot.
What do you dislike about the product?
I dislike its higher price so that the small businessman is not able to afford it. It has per monthly or yearly based purchase, I mean you need to pay to Salesforce for continue the software.
What problems is the product solving and how is that benefiting you?
It's multiple integration parts.
WhatsApp integration, SimpleSign integration (for document e-sign), Field Service Lightning, and others.
WhatsApp integration, SimpleSign integration (for document e-sign), Field Service Lightning, and others.
CLOUD CRM
What do you like best about the product?
I am using Salesforce from last 7 years.
Every thing work in cloud base no software needed
Development options are good and easy to understand
all features are good and easy to work. security option are awesome
different ways to provide securities
OWD
Sharing rules
Profiles
Lighting features are awesome.
and Salesforce provide the update in every( 3 months ) quarter
Every time they provide the new features in every release
this is very good for smal/medium industries.
Best for Automations Flow no code deffinaty we will like it.
Easy to use.
Every thing work in cloud base no software needed
Development options are good and easy to understand
all features are good and easy to work. security option are awesome
different ways to provide securities
OWD
Sharing rules
Profiles
Lighting features are awesome.
and Salesforce provide the update in every( 3 months ) quarter
Every time they provide the new features in every release
this is very good for smal/medium industries.
Best for Automations Flow no code deffinaty we will like it.
Easy to use.
What do you dislike about the product?
not found much issue in salesforce
it will takes lot of time to load pages
classic UI is rocks
it will takes lot of time to load pages
classic UI is rocks
What problems is the product solving and how is that benefiting you?
Every thing is possible in salesforce
Every thing work in cloud base no software needed
Every thing work in cloud base no software needed
Recommendations to others considering the product:
UI IS VERY SLOW
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