Close CRM vs. Agentforce

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.

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Agentforce has a lot of applications. We are using it in consulting to benchmark other clients, what they're doing, where we stand, how can we have better efficiencies coming in, et cetera. Those are the areas where it is doing exceptionally well. The area where we feel it can do much more better is maybe a market benchmark because it's been used across by so many players and it's a connected ecosystem. If Salesforce can have something where it gives me the market view of things, I can then benchmark rather than in my own universe to the broader university Salesforce and I know where I exactly stand and what more can I achieve, what's my final goalpost. So that would be something really great.

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• Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
• Email sync. Syncs in real time with your email account, which is huge.
• Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.

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• Which helps in creation of Autonomous AI agents to operate
• Multi-System Integration with "Zero-Copy" Data Access
• To built chatbots and copilot tools by utilizing the Atlas Reasoning Engine to function as an autonomous digital workforce
• Order and Transactional Management

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• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

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• It is complex too, more help documentation or videos will help
• AI assistance doesn’t work well for specific or detailed questions
• So much configuration available it can put off new users

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It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.

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The platform offers an intuitive overall experience and the expected strong integration with other Salesforce existent tools. It has a low learning curve for new users on the commom use cases, such as intent classification, routing and knowledge-based answers. It could be improved with more transparency regarding to the AI decision logic.

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I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.

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Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.

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We did evaluate the EVA bots, which are coming in market for Salesforce effectiveness. Those bots are good, but they're based out of very traditional use cases in the life sciences space. Agentforce is very, very advanced, right? Eva can talk about a typical sales rep coming in, logging in the day, log their entire day, and then probably having a simple text to reporting kind of a view. And that's it. Agentforce gives me a lot of insights, it gives me a lot of actionable insights. It uses its own brain. That's where Salesforce is an AI company. So we trust the Salesforce banner for it to innovate more and more, more and more. And that's where we chose Agentforce over.

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• Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.

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• We were able to assist customers with the self service option, without wasting effort from a real CS advisor

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