Epicor Eclipse vs. Salesforce Agentforce Sales

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Epicor Eclipse
Score 4.4 out of 10
N/A
Epicor Eclipse is an end-to-end business system for wholesale distributors, as well as electrical, HVAC, plumbing and PVF businesses. Eclipse simplifies complex distribution processes found in today’s dynamic supply chains.N/A
Agentforce Sales
Score 8.7 out of 10
N/A
Salesforce' Agentforce Sales (formerly Salesforce Sales Cloud) is the company's flagship CRM platform. The AI CRM for Sales features data built right in.
$25
per month
Pricing
Epicor EclipseSalesforce Agentforce Sales
Editions & Modules
No answers on this topic
Starter
$25.00
per month per user
Professional
$80.00
per month per user
Enterprise
$165.00
per month per user
Unlimited
$330.00
per month per user
Agentforce 1 Sales
$550
per month per user
Offerings
Pricing Offerings
Epicor EclipseAgentforce Sales
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
Epicor EclipseSalesforce Agentforce Sales
Features
Epicor EclipseSalesforce Agentforce Sales
Payroll Management
Comparison of Payroll Management features of Product A and Product B
Epicor Eclipse
8.5
3 Ratings
14% above category average
Salesforce Agentforce Sales
-
Ratings
Pay calculation10.01 Ratings00 Ratings
Benefit plan administration9.01 Ratings00 Ratings
Direct deposit files8.73 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Epicor Eclipse
1.0
10 Ratings
152% below category average
Salesforce Agentforce Sales
8.6
253 Ratings
11% above category average
API for custom integration1.08 Ratings8.5210 Ratings
Plug-ins1.010 Ratings00 Ratings
Custom fields00 Ratings9.0250 Ratings
Custom objects00 Ratings8.7240 Ratings
Scripting environment00 Ratings8.0177 Ratings
Security
Comparison of Security features of Product A and Product B
Epicor Eclipse
3.0
15 Ratings
94% below category average
Salesforce Agentforce Sales
9.0
284 Ratings
7% above category average
Single sign-on capability1.010 Ratings9.0222 Ratings
Role-based user permissions5.015 Ratings8.9256 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Epicor Eclipse
1.0
17 Ratings
152% below category average
Salesforce Agentforce Sales
-
Ratings
Dashboards1.012 Ratings00 Ratings
Standard reports1.017 Ratings00 Ratings
Custom reports1.017 Ratings00 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
Epicor Eclipse
6.4
16 Ratings
18% below category average
Salesforce Agentforce Sales
-
Ratings
Accounts payable6.016 Ratings00 Ratings
Accounts receivable6.014 Ratings00 Ratings
Global Financial Support6.08 Ratings00 Ratings
Primary and Secondary Ledgers6.07 Ratings00 Ratings
Journals and Reconciliations6.011 Ratings00 Ratings
Configurable Accounting6.09 Ratings00 Ratings
Standardized Processes5.011 Ratings00 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Epicor Eclipse
3.2
18 Ratings
85% below category average
Salesforce Agentforce Sales
-
Ratings
Inventory tracking2.018 Ratings00 Ratings
Automatic reordering2.016 Ratings00 Ratings
Location management2.018 Ratings00 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Epicor Eclipse
5.0
18 Ratings
44% below category average
Salesforce Agentforce Sales
-
Ratings
Pricing3.018 Ratings00 Ratings
Order entry6.018 Ratings00 Ratings
Credit card processing5.015 Ratings00 Ratings
Cost of goods sold2.017 Ratings00 Ratings
Order Orchestration5.014 Ratings00 Ratings
Subledger and Financial Process
Comparison of Subledger and Financial Process features of Product A and Product B
Epicor Eclipse
5.9
14 Ratings
23% below category average
Salesforce Agentforce Sales
-
Ratings
Billing Management5.012 Ratings00 Ratings
Cash and Asset Management5.09 Ratings00 Ratings
Travel & Expense Management1.07 Ratings00 Ratings
Budgetary Control & Encumbrance Accounting1.06 Ratings00 Ratings
Period Close5.012 Ratings00 Ratings
Project Financial Management
Comparison of Project Financial Management features of Product A and Product B
Epicor Eclipse
5.7
9 Ratings
28% below category average
Salesforce Agentforce Sales
-
Ratings
Budgeting and Forecasting6.86 Ratings00 Ratings
Project Costing7.26 Ratings00 Ratings
Cost Capture6.26 Ratings00 Ratings
Capital Project Management6.05 Ratings00 Ratings
Customer Contract Compliance7.75 Ratings00 Ratings
Project Revenue Recognition7.04 Ratings00 Ratings
Project Execution Management
Comparison of Project Execution Management features of Product A and Product B
Epicor Eclipse
6.4
6 Ratings
9% below category average
Salesforce Agentforce Sales
-
Ratings
Project Planning and Scheduling6.63 Ratings00 Ratings
Task Insight for Project Managers5.73 Ratings00 Ratings
Project Mobile Functionality6.42 Ratings00 Ratings
Grants Management
Comparison of Grants Management features of Product A and Product B
Epicor Eclipse
6.2
3 Ratings
18% below category average
Salesforce Agentforce Sales
-
Ratings
Award Lifecycle Management1.02 Ratings00 Ratings
Procurement
Comparison of Procurement features of Product A and Product B
Epicor Eclipse
5.6
10 Ratings
22% below category average
Salesforce Agentforce Sales
-
Ratings
Bids Analyzed and Compared5.07 Ratings00 Ratings
Contract Authoring5.03 Ratings00 Ratings
Contract Repository1.04 Ratings00 Ratings
Requisitions-to-Purchase Orders Integrated5.05 Ratings00 Ratings
Supplier Management5.05 Ratings00 Ratings
Risk Management
Comparison of Risk Management features of Product A and Product B
Epicor Eclipse
4.5
4 Ratings
38% below category average
Salesforce Agentforce Sales
-
Ratings
Risk Repository2.72 Ratings00 Ratings
Control Management6.22 Ratings00 Ratings
Control Efficiency Assessments4.51 Ratings00 Ratings
Issue Detection4.12 Ratings00 Ratings
Remediation and Certification3.82 Ratings00 Ratings
Logistics
Comparison of Logistics features of Product A and Product B
Epicor Eclipse
4.2
12 Ratings
48% below category average
Salesforce Agentforce Sales
-
Ratings
Transportation Planning and Optimization4.07 Ratings00 Ratings
Transportation Execution Management4.07 Ratings00 Ratings
Trade and Customs Management4.03 Ratings00 Ratings
Fulfillment Management4.03 Ratings00 Ratings
Warehouse Workforce Management2.05 Ratings00 Ratings
Manufacturing
Comparison of Manufacturing features of Product A and Product B
Epicor Eclipse
5.0
3 Ratings
39% below category average
Salesforce Agentforce Sales
-
Ratings
Production Process Design4.52 Ratings00 Ratings
Production Management5.73 Ratings00 Ratings
Configuration Management6.41 Ratings00 Ratings
Work Execution5.43 Ratings00 Ratings
Manufacturing Costs4.83 Ratings00 Ratings
Supply Chain
Comparison of Supply Chain features of Product A and Product B
Epicor Eclipse
4.1
14 Ratings
54% below category average
Salesforce Agentforce Sales
-
Ratings
Forecasting5.013 Ratings00 Ratings
Inventory Planning5.012 Ratings00 Ratings
Performance Monitoring2.010 Ratings00 Ratings
Product Lifecycle Management
Comparison of Product Lifecycle Management features of Product A and Product B
Epicor Eclipse
6.2
7 Ratings
16% below category average
Salesforce Agentforce Sales
-
Ratings
Proposal Management5.93 Ratings00 Ratings
Product Master Data Management6.43 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Epicor Eclipse
-
Ratings
Salesforce Agentforce Sales
8.2
270 Ratings
5% above category average
Customer data management / contact management00 Ratings8.8270 Ratings
Workflow management00 Ratings8.5259 Ratings
Territory management00 Ratings7.6212 Ratings
Opportunity management00 Ratings8.9260 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings8.0245 Ratings
Contract management00 Ratings7.9216 Ratings
Quote & order management00 Ratings7.7199 Ratings
Interaction tracking00 Ratings8.8230 Ratings
Channel / partner relationship management00 Ratings8.0191 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Epicor Eclipse
-
Ratings
Salesforce Agentforce Sales
7.8
105 Ratings
2% above category average
Case management00 Ratings8.3103 Ratings
Call center management00 Ratings7.783 Ratings
Help desk management00 Ratings7.487 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Epicor Eclipse
-
Ratings
Salesforce Agentforce Sales
8.1
245 Ratings
4% above category average
Lead management00 Ratings8.1240 Ratings
Email marketing00 Ratings8.0207 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Epicor Eclipse
-
Ratings
Salesforce Agentforce Sales
8.1
249 Ratings
5% above category average
Task management00 Ratings8.4237 Ratings
Billing and invoicing management00 Ratings7.379 Ratings
Reporting00 Ratings8.6202 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Epicor Eclipse
-
Ratings
Salesforce Agentforce Sales
8.3
261 Ratings
8% above category average
Forecasting00 Ratings7.9229 Ratings
Pipeline visualization00 Ratings8.3248 Ratings
Customizable reports00 Ratings8.7258 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Epicor Eclipse
-
Ratings
Salesforce Agentforce Sales
8.0
161 Ratings
7% above category average
Social data00 Ratings8.2159 Ratings
Social engagement00 Ratings7.8157 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Epicor Eclipse
-
Ratings
Salesforce Agentforce Sales
8.0
218 Ratings
7% above category average
Marketing automation00 Ratings8.1214 Ratings
Compensation management00 Ratings8.0147 Ratings
Platform
Comparison of Platform features of Product A and Product B
Epicor Eclipse
-
Ratings
Salesforce Agentforce Sales
8.0
233 Ratings
5% above category average
Mobile access00 Ratings8.0233 Ratings
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Epicor EclipseSalesforce Agentforce Sales
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Score 9.4 out of 10
Salesmate
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Score 10.0 out of 10
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Infor VISUAL
Infor VISUAL
Score 7.4 out of 10
Creatio
Creatio
Score 9.0 out of 10
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24SevenOffice
Score 9.0 out of 10
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Score 9.0 out of 10
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User Ratings
Epicor EclipseSalesforce Agentforce Sales
Likelihood to Recommend
1.0
(18 ratings)
8.8
(471 ratings)
Likelihood to Renew
4.3
(3 ratings)
9.2
(62 ratings)
Usability
3.0
(2 ratings)
8.4
(167 ratings)
Availability
9.1
(1 ratings)
9.0
(29 ratings)
Performance
9.1
(1 ratings)
8.0
(20 ratings)
Support Rating
5.5
(1 ratings)
9.0
(98 ratings)
In-Person Training
9.1
(1 ratings)
8.0
(12 ratings)
Online Training
8.2
(1 ratings)
9.1
(15 ratings)
Implementation Rating
4.5
(1 ratings)
9.0
(19 ratings)
Configurability
4.5
(1 ratings)
9.0
(4 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
8.8
(9 ratings)
Ease of integration
4.5
(1 ratings)
9.0
(2 ratings)
Product Scalability
4.5
(1 ratings)
8.9
(85 ratings)
Professional Services
-
(0 ratings)
9.3
(8 ratings)
Vendor post-sale
8.2
(1 ratings)
8.0
(1 ratings)
Vendor pre-sale
7.3
(1 ratings)
8.0
(1 ratings)
User Testimonials
Epicor EclipseSalesforce Agentforce Sales
Likelihood to Recommend
Epicor Software
Eclipse is well suited for quick order entry where the source is a formal purchase order document or a phone call with a known customer. In these scenarios the order entry process is quick, and order processing is smooth even if the customer has a lot of "special" requests like shipping part today and holding the rest or shipping some of the order to other addresses. Eclipse also works well if you have a good database of products, especially in searching for products where only partial information is known or finding existing orders where all you know for sure is the customer. It is not particularly well suited for Point of Sale where a walk-in customer who doesn't have an account wants products for which part numbers are not known, due to the requirements to release an order for a customer with no credit.
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Salesforce
Obviously, for any business, there are two main areas to focus on — the sales path and the service path. Sales Cloud wouldn’t be suited for a company that’s primarily into support services. For those kinds of companies, Salesforce has a different product — Service Cloud. So, for anyone in the support or service space, Sales Cloud isn’t the right fit.
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Pros
Epicor Software
  • Sales Order tracking, even returns are strengths of Epicor Eclipse. It can be set up to match returns to previous orders so that the correct credits are applied. It is capable of setting up contract pricing as well as matrix level pricing according to sales velocity or individual customer buyer programs.
  • Purchasing can be set up to work by full line buys or short buys while still maintaining a balanced inventory level of vendor line product.
  • Vendor Invoices and purchase orders are easily matched up for payment and the diverse reporting features are able to provide multi-faceted views of Product Sales, Items with No Sales, or Sales or Purchasing trends, just to name a few.
  • It is also tracking warehouse operation in both RF and non-RF environments, or a combination of the two.
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Salesforce
  • The customizations - We have an organization that operates differently from most companies, so we’ve had to implement quite a few customizations — and Salesforce allows us to do that quite quickly. Most of the time, delays come from dependencies on other internal parties rather than the system itself.
  • From my perspective as a consultant, one of the biggest advantages is that everything is in Salesforce — all the details, all in one place. The ability to customize it easily is a big plus; there’s really a lot you can do with it.
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Cons
Epicor Software
  • The version we use is a non-windows based version, we chose this due to pricing since we are a small company.
  • Their Tier 1 level tech support leaves a little to be desired.
  • It would be nice to switch between open windows/screens.
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Salesforce
  • We still need to include the production part. We started using Salesforce to sell the seeds — our inventory is in SAP — and from there we handle sales and track the process of planting, harvesting, selling, and then collecting payments. But we don’t yet manage the earlier production processes, like production planning. We handle allocation, but not full production planning, and that’s an area where we still have room for improvement.
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Likelihood to Renew
Epicor Software
I use it every day and can't see a reason why I would stop unless I started a new job. If I were to leave my present position, the new job would be much more attractive if they were Eclipse users.
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Salesforce
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
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Usability
Epicor Software
This is very easy to use for someone that hasn't ever used the system before. Despite any preconceived notions about how a system should function they can learn this and become efficient with really not a lot of effort. I have used many systems and this is probably one of the easiest I have ever had to learn to navigate and use.
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Salesforce
Because I think it could be easier. We have different standards today since we’re used to interacting with consumer apps like Starbucks, where all you do is scan your card. Then, when you use Sales Cloud, there are still a lot of manual inputs. So my mission with AI is really about figuring out how to make that easier.
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Reliability and Availability
Epicor Software
I haven't experienced any outages in the two years I have been using the system. It is always available as long as the computer is up. The only time I have seen it not be available was on occasions where we lost internet, or power and then we lost access to everything, not just Epicor Eclipse.
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Salesforce
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
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Performance
Epicor Software
Everything in this system moves fairly quickly, that may be in part because we are a small company with only 21 users on the system at a time, or it may just be a the way the Epicor Eclipse works for any size company with any number of users. I can only speak for what I know and say that it is fast for our purposes.
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Salesforce
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
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Support Rating
Epicor Software
The tier 1 support is trying, and sometimes they are successful. Sometimes they aren't. This topic isn't as black and white as the questions might suggest. Currently their Tier 1 support team is over seas, all items automatically go to Tier 1 and then when they can't help they either escalate it or tell me they need to check with someone else and they will get back to me. If they escalate me to Tier 2, then the issue comes back to the States and the support is usually at a higher knowledge/experience level and it can get resolved fairly quickly. If they don't escalate, then it might take weeks and multiple follow ups on my part before I either get a satisfactory resolution or finally get escalated.
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Salesforce
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
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In-Person Training
Epicor Software
The training classes that I have attended have been top notch. The presenters are extremely knowledgeable on their subject matter, including real-world application of the system. They aren't just software techs training end users, they seem to be end users that have become experts in the over functionality and capabilities of the system.
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Salesforce
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
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Online Training
Epicor Software
The on-line training is very good, and it is taught by the same people that do the live in-person training sessions. The difficult part of it is, asking questions about your specific company's nuances or special circumstances. I don't remember if you can access the on-line training sessions after you have taken them for reminders purposes, but if so that is a great asset.
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Salesforce
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
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Implementation Rating
Epicor Software
I don't really know about the implementation, it was back in 1998 and I didn't start here until 2016. By the time I started here they had been running it for a number of years and most of the people that were here when it was implemented are no longer here, and the ones that are don't really have much to say about how the implementation went either bad or good.
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Salesforce
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
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Alternatives Considered
Epicor Software
Most of my experience has been with Epicor's Prophet 21. For most distribution verticals, Prophet 21 is the only way to go. The comparison I've drawn is this: Prophet 21 is like a ferrari. Epicor Eclipse is like a reliable donkey. Both get you from point A to point B but Prophet 21 is going to get you there much quicker and with the kind of insight into your business that will help you thrive.
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Salesforce
So I've evaluated, implemented Microsoft Dynamics in the past. I've used Oracle CRM solutions. I've used Daylight, which is a very niche CRM system the last couple of years. And I've evaluated a variety from Legacy Microsoft Ones to Zoho and Sugar when making implementation decisions at other companies. But usually I've gone with Salesforce. I'd say it's better than most. The only one that I generally prefer, and last time I chose an implementation from scratch, I did Microsoft Dynamics. And the reason is for small mid-size organization, Microsoft Dynamics, if you already have Microsoft Office products, it's much better integrated to all of the Excel, Word, OneNote, Outlook email than what you get from Salesforce. And so that's the only one that if someone's a Microsoft organization and small sized company, it'll save a lot of integration things, a lot of security, a lot of login and access and IT management by just sticking within the Microsoft ecosystem. But outside of that, if you don't use Microsoft or if you're a large organization or have other needs that you want, Salesforce I'd say is better than all of the other CRM offerings out there. It's the easiest to use and the most robust and the most vendors and products for the ecosystem.
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Contract Terms and Pricing Model
Epicor Software
No answers on this topic
Salesforce
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
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Scalability
Epicor Software
I don't really know about the scalability. It's the same as it was when I started, I do know that you can buy more user licenses, but I think they come in packs of 5, which can be a problem if you only need 1 and will never use the other 4. But, again I'm not sure on that.
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Salesforce
It's very scalable as it has a ton of features (but you do need an admin who understands how to leverage these features). Because of the various features, we've also needed to host onboarding sessions with our users so that they can familiarize themselves with the platform, which isn't always super user-friendly or intuitive.
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Professional Services
Epicor Software
No answers on this topic
Salesforce
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
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Return on Investment
Epicor Software
  • One of the main positive ROI impacts has been the constant upgrading and adding of new features to keep the software user friendly, relative, and robust.
  • Our credit manager has said it has made their job easier with daily reports to catch pricing discrepancies and straighten out before they go to invoice makes us look better.
  • With the addition of sale analytics it has given our sales force tools and new approaches to our customer base which has raised profitability.
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Salesforce
  • It allows me to keep a close eye on all of my performance metrics through the Dashboard Reporting, ie what my sales pipeline looks like, how much it's changed in the last 60 days, new opportunities created in the last 7 days, # of emails sent for the week, etc. The ease of the design and output make it really easy to check my progress throughout the day to find where I have holes and am falling short on my personal and work goals. It's resulted in greater transparency with my Mgmt Team and shorter 1-on-1 mtgs with my boss as he can see exactly where I am at all times (to be fair, I'm a senior sales rep, so he pretty much lets me do my job completely unfettered), but it does prove that I am continually producing which recently resulted in a raise I didn't even ask for.
  • The SF repository is so detailed that I don't have to spend tons of time finding frequently used websites attached to a client or see what all interactions with the company look like. Even though I don't use SF for my bulk emails and email sequences, SF provides me with an email to use in the bcc of these emails which links everything back to SF. I find that extremely helpful. This really impacts my efficiency and I can honestly say that once I started using all the functionality of data management, it saved me about 20% of my time/week that I could then allocate towards other revenue-generating tasks like prospecting and account management. The more time I have for those, the better. My year-over-year on accounts 1 year and older just grew by 17% this last year.
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ScreenShots

Agentforce Sales Screenshots

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