Agentforce Service
Salesforce, Inc.External reviews
6,956 reviews
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Salesforce Customer Portal Review
What do you like best about the product?
I like everything about it! It is super user-friendly, and I feel like I can update and review my accounts quickly and efficiently. There is a nice "flow."
What do you dislike about the product?
There isn't much to dislike, expect for the software to continue to become more user intuitive. I appreciate the thought and the user research that has obviously gone on for this.
What problems is the product solving and how is that benefiting you?
We are solving the lack of communication between sales teams, because everyone can access the updates and see it in real time. It also allows for accountability on those that need to update data in the system so we can report accurately.
Recommendations to others considering the product:
Check it out, test it, review it and see if it fits your needs - You will love it!
Powerful tool
What do you like best about the product?
Salesforce literally touches every aspect of our business. We can manage people, deals, buildings, revenue, and marketing.
What do you dislike about the product?
I find it clumsy to replace a lot of data at one time (example - if I wanted to change every "CFO" in my database to read "Chief Financial Officer," I need to export all of my contacts, replace the text in Excel, and then import all of the contacts. There should be functionality to do this within the program. Additionally, if I want to add an activity on every contact in a group (perhaps a note that a marketing piece was mailed), I need to go through the same export/excel/import hassle.
What problems is the product solving and how is that benefiting you?
I find it essential when working as part of a team that everyone have access to the same information. Rather than working independently and stepping on one another's toes, my group can work collectively to meet our business goals.
Recommendations to others considering the product:
Definitely install the Dupe Eliminator app.
Improved experience
What do you like best about the product?
I like the ability to customize. That is very helpful and makes my experience much easier.
What do you dislike about the product?
It's still a little clunky, but that's partly to do with the many tabs that I use.
What problems is the product solving and how is that benefiting you?
Efficiency
A little Clunky but Once you get Used to it
What do you like best about the product?
I like the tracking of cases/clients. I do enjoy the minimal looks of the program.
What do you dislike about the product?
I wish it didn't use syntax. Though it gives you a lot of options I find it is not very intuitive as I would like. I also wish there could be additional customizations. I like to be able to sort and organize my tasks more so that they work best for me.
What problems is the product solving and how is that benefiting you?
An easy place to create a workflow that is easy for many people to pull work as needed.
Recommendations to others considering the product:
Know syntax to reap the most benefits in the emailing feature. Also some features may go beyond the needs as there are many we don't use and don't plan to use.
Helpful
What do you like best about the product?
Easy to use and implement for our company
What do you dislike about the product?
limitations on reporting. I have to export to excel instead of having custom reports
What problems is the product solving and how is that benefiting you?
Tracking and resolving customer issues. We have been able to do this better with desk
Salesforce can be a backbone
What do you like best about the product?
When working with any type of volume salesforce and be a solid backbone to support any CRM needs.
What do you dislike about the product?
Easy to muddy up without guidance from the right challenges
What problems is the product solving and how is that benefiting you?
discoving pipeline
Great product. get it now
What do you like best about the product?
it is very easy to use. We use salesforce for almost every thing they have a lot of different uses to the system.
What do you dislike about the product?
there is nothing that i dont like. i would get this product.
What problems is the product solving and how is that benefiting you?
keeping everything in one place. boosting sales and keeping tabs on my direct reports.
Recommendations to others considering the product:
salesforce is a great product i am so happy we have it at my company. this is something you need to get
Solutions-Oriented Salesforce Customer Portal
What do you like best about the product?
Giving our clients access to their sales rep and other support staff without requiring them to make a phone call.
What do you dislike about the product?
Internally, making sure that our sales reps are trained on the platform, and remain "on brand" when interacting with clients.
What problems is the product solving and how is that benefiting you?
Giving our clients the feeling that we're really part of their team. In terms of benefits, our sales reps use it as a sales point when attempting to upsell or renew a client.
Recommendations to others considering the product:
Be prepared to spend some time training your team on how to use it. If you have clients who aren't technically savvy, they may still not understand how to use it, even if you spend time training them.
Salesforce = Social & Professional Network
What do you like best about the product?
The feature I like best is that it's realtime and multiple users create content organically.
What do you dislike about the product?
I receive notifications on almost every topic. So many notifications, I have overlooked important mentions.
What problems is the product solving and how is that benefiting you?
Right now we are using the tool to help attendance for an annual meeting. The tool works well with visibility.
Recommendations to others considering the product:
I would recommend to any potential user to stress that the tool is only as good as the users who enter the data.
Beautiful Interface, Easy Set-up
What do you like best about the product?
Every year, Salesforce blows me away a little more with its ability to create a clean, intuitive interface. Service cloud takes commonly requested features from those working in service roles, such as customer care, and pulls it all together into one clean console-- it's a one-stop-shop!
What do you dislike about the product?
While the tool is easy to implement, a lot of the marketed images/demos show tools that are an extended version of the console, using Visualforce components. It's hard to balance expectations with my stakeholders when they are expecting something specific, and I don't have an available developer to build.
What problems is the product solving and how is that benefiting you?
Customer care console for better reporting and a streamlined ticketing system.
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