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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Infor Birst

    Score6.5 out of 10
    N/AInfor Birst offers multi-tenant cloud BI for deployment in a public or private cloud, or on-premises. It provides an in-memory columnar data store and a BI layer comprising a reporting engine, predictive analytics tools, mobile native apps, dashboards, discovery tools, and an open client interface.N/A

    Agentforce Sales

    Score8.8 out of 10
    N/ASalesforce' 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
    Infor BirstAgentforce 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
    Infor BirstAgentforce Sales
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information
    Community Pulse
    Infor BirstAgentforce Sales
    Considered Both Products
    Infor
    Chose Infor Birst
    We compared Birst vs Tableau and Lumirra and there's no question that Birst is the best option from a cost perspective. Additionally, the ease of use complemented with our support team has allowed us to innovate on the platform quickly
    Incentivized
    Chose Infor Birst
    Birst's ETL is better suited to our purposes than Alooma's stream-based processing.
    Birst's designer is more mature and meets or needs better than Periscope's reporting functionality, at the time I investigated it.
    Incentivized
    Chose Infor Birst
    The key evaluation criteria: agility, ROI, short implementation time
    Incentivized
    Chose Infor Birst
    We use other BI tools within the organization. These tools have been there before we got BIRST and while comparing, BIRST did score well against these tools but the migration cost to convert existing reports/data prevented us from replacing those tools with BIRST.
    Incentivized
    Chose Infor Birst
    The ability to scale was the primary factor for our CIO's approval. The other products had solutions for scale, but Birst has the one we preferred. As an IoT company our CIO concentrates on products that will meet our requirements today and far into the future. The other …
    Incentivized
    Chose Infor Birst
    Cloud first strategy: Oracle did not have a cloud BI solution.
    Single end-to-end platform: Domo and GoodData relied upon third party ETL.
    Incentivized
    Chose Infor Birst

    There isn't a single tool that does everything Birst does. It's an end to end solution with unrivaled flexibility.

    • Choice of back end databases (including Redshift, HANA, Microsoft, Oracle, Infobright, etc).
    Chose Infor Birst
    Tableau is the leader in visualizations, from animation to ease of use, it takes the cake. But they do not (did not) have the data modeling capabilities that were offered with Birst. The step back in visualizations from Birst is more than made up for in their modeling. Qlik is …
    Chose Infor Birst
    Selection was made before my involvement, but I agree with the selection. The ease of use of the web-based platform is a major plus, and compensates for some of the limitations.
    Chose Infor Birst
    We're glad we went with Birst over their competitors. The main reason is there ability to scale and rapid release cycles.
    Chose Infor Birst
    Integration with Salesforce was a big factor. Showed we could be up and running quickly.
    Chose Infor Birst
    Birst is still the best SaaS based BI system IMHO
    Salesforce
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    91%
    Would buy again
    209 Answers
    Delivers good value for the price
    No answers on this topic
    94%
    Delivers good value for the price
    179 Answers
    Happy with the feature set
    No answers on this topic
    94%
    Happy with the feature set
    216 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    91%
    Lived up to sales and marketing promises
    143 Answers
    Implementation went as expected
    No answers on this topic
    81%
    Implementation went as expected
    125 Answers
    Features
    Infor BirstAgentforce Sales
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    7.4
    77 Ratings
    10% below category average
    Salesforce Agentforce Sales
    -
    Ratings
    Pixel Perfect reports7.068 Ratings00 Ratings
    Customizable dashboards8.077 Ratings00 Ratings
    Report Formatting Templates7.159 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    7.0
    78 Ratings
    13% below category average
    Salesforce Agentforce Sales
    -
    Ratings
    Drill-down analysis8.078 Ratings00 Ratings
    Formatting capabilities7.077 Ratings00 Ratings
    Integration with R or other statistical packages6.127 Ratings00 Ratings
    Report sharing and collaboration7.068 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    8.0
    75 Ratings
    3% below category average
    Salesforce Agentforce Sales
    -
    Ratings
    Publish to Web8.052 Ratings00 Ratings
    Publish to PDF8.067 Ratings00 Ratings
    Report Versioning7.28 Ratings00 Ratings
    Report Delivery Scheduling9.066 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    6.9
    72 Ratings
    15% below category average
    Salesforce Agentforce Sales
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)8.072 Ratings00 Ratings
    Location Analytics / Geographic Visualization7.058 Ratings00 Ratings
    Predictive Analytics5.833 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    8.3
    72 Ratings
    2% below category average
    Salesforce Agentforce Sales
    -
    Ratings
    Multi-User Support (named login)9.070 Ratings00 Ratings
    Role-Based Security Model8.068 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.069 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    5.0
    54 Ratings
    43% below category average
    Salesforce Agentforce Sales
    -
    Ratings
    Responsive Design for Web Access7.052 Ratings00 Ratings
    Mobile Application3.034 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile3.042 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    -
    Ratings
    Salesforce Agentforce Sales
    8.2
    268 Ratings
    5% above category average
    Customer data management / contact management00 Ratings8.6268 Ratings
    Workflow management00 Ratings8.6258 Ratings
    Territory management00 Ratings7.5211 Ratings
    Opportunity management00 Ratings9.0258 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings7.7243 Ratings
    Contract management00 Ratings8.0214 Ratings
    Quote & order management00 Ratings7.6197 Ratings
    Interaction tracking00 Ratings8.9228 Ratings
    Channel / partner relationship management00 Ratings8.0190 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    -
    Ratings
    Salesforce Agentforce Sales
    7.7
    104 Ratings
    0% above category average
    Case management00 Ratings8.3102 Ratings
    Call center management00 Ratings7.782 Ratings
    Help desk management00 Ratings7.286 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    -
    Ratings
    Salesforce Agentforce Sales
    7.8
    243 Ratings
    1% above category average
    Lead management00 Ratings7.8238 Ratings
    Email marketing00 Ratings7.9205 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    -
    Ratings
    Salesforce Agentforce Sales
    8.0
    247 Ratings
    4% above category average
    Task management00 Ratings8.3235 Ratings
    Billing and invoicing management00 Ratings7.078 Ratings
    Reporting00 Ratings8.7200 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    -
    Ratings
    Salesforce Agentforce Sales
    8.3
    260 Ratings
    8% above category average
    Forecasting00 Ratings7.8228 Ratings
    Pipeline visualization00 Ratings8.5247 Ratings
    Customizable reports00 Ratings8.7257 Ratings
    Customization
    Comparison of Customization features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    -
    Ratings
    Salesforce Agentforce Sales
    8.4
    251 Ratings
    9% above category average
    Custom fields00 Ratings9.0248 Ratings
    Custom objects00 Ratings8.7238 Ratings
    Scripting environment00 Ratings7.6175 Ratings
    API for custom integration00 Ratings8.5209 Ratings
    Security
    Comparison of Security features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    -
    Ratings
    Salesforce Agentforce Sales
    9.0
    282 Ratings
    7% above category average
    Single sign-on capability00 Ratings9.0220 Ratings
    Role-based user permissions00 Ratings9.0254 Ratings
    Social CRM
    Comparison of Social CRM features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    -
    Ratings
    Salesforce Agentforce Sales
    7.6
    160 Ratings
    1% above category average
    Social data00 Ratings8.0158 Ratings
    Social engagement00 Ratings7.3156 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    -
    Ratings
    Salesforce Agentforce Sales
    7.9
    216 Ratings
    5% above category average
    Marketing automation00 Ratings7.9212 Ratings
    Compensation management00 Ratings7.9146 Ratings
    Platform
    Comparison of Platform features of Infor Birst and Salesforce Agentforce Sales
    Feature
    Infor Birst
    -
    Ratings
    Salesforce Agentforce Sales
    8.3
    231 Ratings
    9% above category average
    Mobile access00 Ratings8.3231 Ratings
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    Infor BirstAgentforce Sales
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    Score8.1 out of 10
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    Score9.7 out of 10
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    All AlternativesView all alternativesView all alternatives
    User Ratings
    Infor BirstAgentforce Sales
    Likelihood to Recommend
    7.5
    (99 ratings)
    8.9
    (470 ratings)
    Likelihood to Renew
    9.0
    (35 ratings)
    9.1
    (61 ratings)
    Usability
    9.0
    (12 ratings)
    8.4
    (166 ratings)
    Availability
    4.1
    (6 ratings)
    9.0
    (29 ratings)
    Performance
    7.5
    (6 ratings)
    8.0
    (20 ratings)
    Support Rating
    6.0
    (19 ratings)
    9.0
    (98 ratings)
    In-Person Training
    9.1
    (4 ratings)
    8.0
    (12 ratings)
    Online Training
    8.0
    (2 ratings)
    9.1
    (15 ratings)
    Implementation Rating
    5.3
    (6 ratings)
    9.0
    (19 ratings)
    Configurability
    7.0
    (2 ratings)
    9.0
    (4 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    8.8
    (9 ratings)
    Data Sharing and Collaboration
    6.0
    (24 ratings)
    8.2
    (5 ratings)
    Data Sources
    7.6
    (76 ratings)
    8.2
    (5 ratings)
    Ease of integration
    5.0
    (2 ratings)
    9.0
    (2 ratings)
    Product Scalability
    6.0
    (2 ratings)
    8.9
    (85 ratings)
    Professional Services
    -
    (0 ratings)
    9.3
    (8 ratings)
    Vendor post-sale
    5.0
    (2 ratings)
    8.0
    (1 ratings)
    Vendor pre-sale
    7.0
    (2 ratings)
    8.0
    (1 ratings)
    User Testimonials
    Infor BirstAgentforce Sales
    Likelihood to Recommend
    Infor
    Infor Birst OEM and embedded analytics are well suited for advanced analytics and business intelligence. It has flexible deployment features and a lot of configuration ability with low code - no coding ability. Ability to ingest data from multiple live data sources. Source data from multiple sources can be segregated into multiple sections based on business criteria. Easily searchable business terms (metadata) across all enterprise analytic content.
    Read full review
    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.
    Incentivized
    Read full review
    Pros
    Infor
    • End-to-end solution, from raw source data, ETL, warehousing and reporting, Birst is able to do everything we need in one package instead of needing to develop and maintain multiple technologies
    • Intuitive report development. The drag and drop creation of reports is simple. More complicated queries are easy to generate.
    • Very user-friendly and interactive. A lot of nice features are available both for developers and end users to streamline the process of preparing and consuming data
    • Rich API which allows us to programmatically interact with Birst
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Cons
    Infor
    • Birst prices are fairly expensive. License plus cost of users can add up pretty quickly
    • Depending on the size of data, rendering of reports can take a little bit. Need faster processing of data
    • Takes a little time to understand how to build reports, not the most intuitive UI
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Likelihood to Renew
    Infor
    We have been able to overcome any of the drawbacks we've found with Birst easily and it has fulfilled almost all of our analytic needs to date. Having seen their roadmap it would be highly unlikely we would move away from this platform any time soon. You simply can't beat the functionality that Birst provides for the price and the things I see coming out of the company solidify that our decision to choose Birst was the best possible choice. We have never regretted the decision.
    Read full review
    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.
    Incentivized
    Read full review
    Usability
    Infor
    I would like to see additional usability put into the ETL scripting. Recently, Birst added a nice function reference inline to formula creation which has kept me from having to return to documentation so much. The same in ETL would be very beneficial. The interface problems related to the Flex framework are being addressed in a rewrite to HTML 5, but for now they are still a hindrance to a higher usability rating.
    Read full review
    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.
    Incentivized
    Read full review
    Reliability and Availability
    Infor
    We frequently experience -103 errors due to us using the Live Connect functionality, which does not seem to handle even minor interruptions in connectivity, and treats all future connection attempts or data requests as errors, even if the issue does not exist any longer
    Read full review
    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.
    Incentivized
    Read full review
    Performance
    Infor
    Everything runs very fast and smoothly. The only process that I wish was faster would be processing the data after uploading new data or making changes to the existing data model. It can take 15-20 minutes (roughly) to upload and process new data once you start getting into 10's of millions of rows. Given my experience with how long it takes me to pull the same data using SQL Server Management Studio, I don't think Birst is unreasonably slow - but for me to give a higher rating, I would want it to be unreasonably fast
    Read full review
    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
    Read full review
    Support Rating
    Infor
    • Poor turnaround time
    • Low response rate when the problem at hand are large
    • Lack of infrastructural knowledge when it comes to scaling solutions
    • Lack of inter team work noticed
    • Most of the tickets are open for a long period of time
    Incentivized
    Read full review
    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.
    Read full review
    In-Person Training
    Infor
    I have attended two different training sessions. The first one was my initial training on the system. It was well paced, clear and concise. If there were questions that were not able to be answered by the instructor, he took down the question and actually followed up and provided us a response quickly. The second session was specific to the dashboard and report design components. This training was very good though there were some attendants who had little or no experience and their questions slowed the class.
    Read full review
    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
    Read full review
    Online Training
    Infor
    Although I found the online resources helpful, a lack of appropriate examples for certain tasks key to report creation and advanced modeling make the online training/documentation less than perfect. For an inexperienced BI professional, the online training would not enable a streamlined launch of the product.
    Read full review
    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
    Read full review
    Implementation Rating
    Infor
    Have clean data! Birst flexibility allows - Start small, then introduce functionality and complexity along the way. If you try to present all the functionality [bells and whistles] and wow them, but bad data is uncovered, the end user blames the new application and turns away.
    Read full review
    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.
    Read full review
    Alternatives Considered
    Infor
    Birst was better than Domo for our needs because we could get in and tinker with it. Our impression of Domo was that it had a lot of connectors and ready to go reports, but it made too many assumptions about applications we use. We customize too much to use a "ready to go" solution like that. When we looked at Tableau, we liked its visualization capabilities, but it wasn't going to help us do the extractions, ETL, and warehousing of data. It may have come some distance since then.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Contract Terms and Pricing Model
    Infor
    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.
    Read full review
    Scalability
    Infor
    we can see that loading a lot of data can cause a noticable slow down in performance. Birst support indicated that they don't really consider anything less than 30 seconds to be an issue, but that is not the case for our customers, so we have had to change some of implementation to address this
    Read full review
    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.
    Incentivized
    Read full review
    Professional Services
    Infor
    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.
    Read full review
    Return on Investment
    Infor
    • Being a manufacturing company we tend to lag behind technologically. But having all the data for different ERP systems in one place has been an eye opener for the executives. It has lessened the need to convert some legacy ERP systems.
    • Having such a simple reporting tool is a great asset to some of our sites that have traditionally had trouble gathering data from AS400 systems.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    ScreenShots

    Infor Birst Screenshots

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    Agentforce Sales Screenshots

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