Agentforce Service
Salesforce, Inc.External reviews
6,956 reviews
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External reviews are not included in the AWS star rating for the product.
We use Salesforce for our case management tool.
What do you like best about the product?
Salesforce provides a functional case management tool. We are able to break out our cases by different record types for enhanced tracking/assignment. We also rely on the tool for various metrics reporting.
What do you dislike about the product?
There are some features I wish were enhanced in regards to Knowledge (exporting articles), email to case (copy/paste images), bringing over all fields when you clone (comments, attachments).
What problems is the product solving and how is that benefiting you?
We have global service centers. With Salesforce it provides an easy platform for customers to reach us and for us to log and track those interactions.
Recommendations to others considering the product:
Make sure you have a good system integrator to get everything out of the tool that you can.
Great For Keeping Track
What do you like best about the product?
Great software for call tracking, easy to use.
What do you dislike about the product?
I do not like that it sometimes bogs down my computer, and that if i forget to close a case, it just keeps pilingup
What problems is the product solving and how is that benefiting you?
I did not have any business problems before salesforce
Recommendations to others considering the product:
Upgrade your computers first.
salesforce Service Cloud
What do you like best about the product?
It is great since you can track a big amount of different cases at the same time without loosing track of the cases you are working on. It has great features such as email to case, skills-based routing, macros, and milestone tracking. It is very easy to implement Template for automatic email responses and this is one of the most useful tools since on other CRMs this is sometimes very complex to setup, but in salesforce it is very easy
What do you dislike about the product?
Sometimes it is hard to remember all the different tab you have and also having different permission sets can be kind of frustrating if one of your partners can view certain things and you cant, but this has a greater purpose and it is understandable.
What problems is the product solving and how is that benefiting you?
The customer service team and sales team can work a lot faster on their section since salesforce offers a very fast way of working on numerous things at the same time.
Recommendations to others considering the product:
It is a great investment if you have a big support team
Salesforce Review
What do you like best about the product?
Convenient to use and has an application where you can work even if you do not have an internet connection.
What do you dislike about the product?
Transition between several transactions can be tedious as you have to go through multiple screens.
What problems is the product solving and how is that benefiting you?
We used Salesforce to be more efficient. Tracking of leads became more systematic as a result.
Recommendations to others considering the product:
N/A.
Very useful tool
What do you like best about the product?
It helps with our workflow and helps keep track of all the data.
What do you dislike about the product?
Nothing comes to mind. Good tool overall.
What problems is the product solving and how is that benefiting you?
keeping track of all the data
Salesforce Review
What do you like best about the product?
Information can be found using a variety of search tools. Easy navigation.
What do you dislike about the product?
Format makes it easy to make mistakes and the work flow is sometimes counterintuitive.
What problems is the product solving and how is that benefiting you?
Assisting consumers affiliated with our clients. We track issues across partners and report tickets for review.
Data Data and more Data
What do you like best about the product?
I use this primarily in connection with Zendesk, and find that Salesforce can be customized for whatever information you need.
What do you dislike about the product?
To someone that isn't an admin and doesn't use it every single day, it's not very intuitive or user-friendly. It's tailored more for the developers than for the occasional user.
What problems is the product solving and how is that benefiting you?
Salesforce can connect with a ton of other programs, and we use it as our main source of truth when it comes to our customers. Everything from leads, to contracts, to onboarding happens through Salesforce and feeds to other programs as needed.
Great Non-Profit Version
What do you like best about the product?
Functionality and ease of use. Tracking.
What do you dislike about the product?
No easy de-duplication process built in.
What problems is the product solving and how is that benefiting you?
Maintaining database of donors. Great at tracking and building reports and charts.
Satisfied Beginner
What do you like best about the product?
I like how I can ask a question on the forum and get an answer within 24 hours. Or I can search and find an answer pretty quickly.
What do you dislike about the product?
There is no LIVE Support. There are some projects that I need some support right away but I have to wait.
What problems is the product solving and how is that benefiting you?
We are able to organize how data and donor base. We have been able to create reports that allow us to pull up quick list of people that meet a certain criteria.
Flexible & User Friendly
What do you like best about the product?
It is really user friendly. I am not a very "technologically minded person" and I find it easy to use.
What do you dislike about the product?
Nothing, really. All the aspects I need to use it for are great.
What problems is the product solving and how is that benefiting you?
Still exploring how much we can use it for. Been a great way to organize our database, and run reports for making lists for prospecting, etc.
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