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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    isolved

    Score7.4 out of 10
    N/Aisolved is a SaaS-based, cloud-resident Human Capital Management (HCM) solution that provides Payroll, HR, Benefits Administration, Time & Attendance, Talent Management and Compliance. Employers have the ability to schedule an upcoming shift, view overtime levels, run a customized report, preview payroll in real time, write a performance report for a peer or elect benefits.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
    isolvedAgentforce 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
    isolvedAgentforce 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
    isolvedAgentforce Sales
    Considered Both Products
    isolved
    Chose isolved
    I have used adp before. It is a good product that has good uses but can less useful that isovled. I personally think isolved is incredibly configurable which can cause a bit of a learning curve but once you do you have the ability to do more than other places.
    Incentivized
    Salesforce
    No answer on this topic
    Key User Insights
    Would buy again
    96%
    Would buy again
    191 Answers
    91%
    Would buy again
    209 Answers
    Delivers good value for the price
    98%
    Delivers good value for the price
    170 Answers
    94%
    Delivers good value for the price
    179 Answers
    Happy with the feature set
    98%
    Happy with the feature set
    196 Answers
    94%
    Happy with the feature set
    216 Answers
    Lived up to sales and marketing promises
    93%
    Lived up to sales and marketing promises
    120 Answers
    91%
    Lived up to sales and marketing promises
    143 Answers
    Implementation went as expected
    86%
    Implementation went as expected
    125 Answers
    81%
    Implementation went as expected
    125 Answers
    Features
    isolvedAgentforce Sales
    Human Resource Management
    Comparison of Human Resource Management features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    7.6
    189 Ratings
    8% below category average
    Salesforce Agentforce Sales
    -
    Ratings
    Employee demographic data8.0165 Ratings00 Ratings
    Employment history8.0158 Ratings00 Ratings
    Job profiles and administration8.1150 Ratings00 Ratings
    Workflow for transfers, promotions, pay raises, etc.7.3156 Ratings00 Ratings
    Organizational charting7.1100 Ratings00 Ratings
    Organization and location management7.5130 Ratings00 Ratings
    Compliance data (COBRA, OSHA, etc.)7.5120 Ratings00 Ratings
    Payroll Management
    Comparison of Payroll Management features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    9.1
    200 Ratings
    11% above category average
    Salesforce Agentforce Sales
    -
    Ratings
    Pay calculation9.2196 Ratings00 Ratings
    Support for external payroll vendors9.596 Ratings00 Ratings
    Off-cycle/On-Demand payment8.9138 Ratings00 Ratings
    Benefit plan administration8.4148 Ratings00 Ratings
    Direct deposit files9.5192 Ratings00 Ratings
    Salary revision and increment management9.2159 Ratings00 Ratings
    Reimbursement management8.9108 Ratings00 Ratings
    Leave and Attendance Management
    Comparison of Leave and Attendance Management features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    8.7
    167 Ratings
    5% above category average
    Salesforce Agentforce Sales
    -
    Ratings
    Approval workflow9.2137 Ratings00 Ratings
    Balance details8.6164 Ratings00 Ratings
    Annual carry-forward and encashment8.4133 Ratings00 Ratings
    Employee Self Service
    Comparison of Employee Self Service features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    8.5
    189 Ratings
    3% above category average
    Salesforce Agentforce Sales
    -
    Ratings
    View and generate pay and benefit information9.2188 Ratings00 Ratings
    Update personal information8.9180 Ratings00 Ratings
    View company policy documentation8.6128 Ratings00 Ratings
    Employee recognition6.574 Ratings00 Ratings
    View job history9.4150 Ratings00 Ratings
    Asset Management
    Comparison of Asset Management features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    9.6
    57 Ratings
    18% above category average
    Salesforce Agentforce Sales
    -
    Ratings
    Tracking of all physical assets9.657 Ratings00 Ratings
    HR Reporting
    Comparison of HR Reporting features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    8.0
    174 Ratings
    5% above category average
    Salesforce Agentforce Sales
    -
    Ratings
    Report builder8.1165 Ratings00 Ratings
    Pre-built reports8.3170 Ratings00 Ratings
    Ability to combine HR data with external data7.693 Ratings00 Ratings
    Onboarding
    Comparison of Onboarding features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    8.6
    146 Ratings
    7% above category average
    Salesforce Agentforce Sales
    -
    Ratings
    New hire portal9.1145 Ratings00 Ratings
    Manager tracking tools8.2109 Ratings00 Ratings
    Performance and Goals
    Comparison of Performance and Goals features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    7.4
    55 Ratings
    9% below category average
    Salesforce Agentforce Sales
    -
    Ratings
    Corporate goal setting7.244 Ratings00 Ratings
    Individual goal setting7.347 Ratings00 Ratings
    Line-of sight-visibility7.241 Ratings00 Ratings
    Performance tracking7.852 Ratings00 Ratings
    Performance Management
    Comparison of Performance Management features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    7.2
    77 Ratings
    10% below category average
    Salesforce Agentforce Sales
    -
    Ratings
    Performance plans7.667 Ratings00 Ratings
    Performance improvement plans7.065 Ratings00 Ratings
    Review status tracking6.970 Ratings00 Ratings
    Review reminders7.369 Ratings00 Ratings
    Multiple review frequency6.964 Ratings00 Ratings
    Succession Planning
    Comparison of Succession Planning features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    7.5
    51 Ratings
    5% below category average
    Salesforce Agentforce Sales
    -
    Ratings
    Create succession plans/pools7.536 Ratings00 Ratings
    Candidate ranking7.644 Ratings00 Ratings
    Candidate search7.946 Ratings00 Ratings
    Candidate development7.238 Ratings00 Ratings
    Recruiting / ATS
    Comparison of Recruiting / ATS features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    7.9
    73 Ratings
    0% below category average
    Salesforce Agentforce Sales
    -
    Ratings
    Job Requisition Management8.358 Ratings00 Ratings
    Company Website Posting8.065 Ratings00 Ratings
    Publish to Social Media8.156 Ratings00 Ratings
    Job Search Site Posting8.360 Ratings00 Ratings
    Duplicate Candidate Prevention6.955 Ratings00 Ratings
    Applicant Tracking7.761 Ratings00 Ratings
    Notifications and Alerts7.671 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    -
    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 isolved and Salesforce Agentforce Sales
    Feature
    isolved
    -
    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 isolved and Salesforce Agentforce Sales
    Feature
    isolved
    -
    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 isolved and Salesforce Agentforce Sales
    Feature
    isolved
    -
    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 isolved and Salesforce Agentforce Sales
    Feature
    isolved
    -
    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 isolved and Salesforce Agentforce Sales
    Feature
    isolved
    -
    Ratings
    Salesforce Agentforce Sales
    8.4
    251 Ratings
    9% above category average
    Custom fields00 Ratings9.0248 Ratings
    Custom objects00 Ratings8.7238 Ratings
    Scripting environment00 Ratings7.7175 Ratings
    API for custom integration00 Ratings8.5209 Ratings
    Security
    Comparison of Security features of isolved and Salesforce Agentforce Sales
    Feature
    isolved
    -
    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 isolved and Salesforce Agentforce Sales
    Feature
    isolved
    -
    Ratings
    Salesforce Agentforce Sales
    7.7
    160 Ratings
    2% 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 isolved and Salesforce Agentforce Sales
    Feature
    isolved
    -
    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 isolved and Salesforce Agentforce Sales
    Feature
    isolved
    -
    Ratings
    Salesforce Agentforce Sales
    8.3
    231 Ratings
    9% above category average
    Mobile access00 Ratings8.3231 Ratings
    Best Alternatives
    isolvedAgentforce Sales
    Small Businesses
    UZIO
    Score9.4 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Zoho People
    Score8.6 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    PeopleStrong
    Score10 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    isolvedAgentforce Sales
    Likelihood to Recommend
    8.6
    (214 ratings)
    8.9
    (470 ratings)
    Likelihood to Renew
    9.4
    (25 ratings)
    9.1
    (61 ratings)
    Usability
    8.3
    (16 ratings)
    8.4
    (166 ratings)
    Availability
    9.1
    (7 ratings)
    9.0
    (29 ratings)
    Performance
    8.7
    (6 ratings)
    8.0
    (20 ratings)
    Support Rating
    7.9
    (66 ratings)
    9.0
    (98 ratings)
    In-Person Training
    9.1
    (2 ratings)
    8.0
    (12 ratings)
    Online Training
    9.1
    (7 ratings)
    9.1
    (15 ratings)
    Implementation Rating
    7.9
    (14 ratings)
    9.0
    (19 ratings)
    Configurability
    7.6
    (6 ratings)
    9.0
    (4 ratings)
    Contract Terms and Pricing Model
    8.2
    (3 ratings)
    8.8
    (9 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    8.2
    (5 ratings)
    Data Sources
    -
    (0 ratings)
    8.2
    (5 ratings)
    Ease of integration
    9.7
    (5 ratings)
    9.0
    (2 ratings)
    Product Scalability
    8.3
    (7 ratings)
    8.9
    (85 ratings)
    Professional Services
    9.1
    (1 ratings)
    9.3
    (8 ratings)
    Vendor post-sale
    9.1
    (8 ratings)
    8.0
    (1 ratings)
    Vendor pre-sale
    9.1
    (7 ratings)
    8.0
    (1 ratings)
    User Testimonials
    isolvedAgentforce Sales
    Likelihood to Recommend
    isolved
    I have not yet run into a scenario that isolved is not appropriate. There have been a few specific functionalities that isolved couldn't accommodate, such as paid PTO plans. If employees frequently switch between different legal companies with different EINs, isolved really isn't built to handle that, and we've had to come up with creative solutions.
    Incentivized
    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
    isolved
    • The payroll processing has been a huge benefit in keeping our weekly payroll process on track and accurate.
    • The COBRA services are very beneficial and we do not have to do any tracking. I appreciate this process is no longer on my duty list.
    • I would say the third id probably the timekeeping. The system is effective for daily tracking and timecard review. The access to the time clock is exceptional with multiple access points. The adjustments for additional pay on holidays has been helpful.
    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
    isolved
    • Reminders/Notes to staff through the app that they have to read to be able to move forward to clock in or out.
    • More key words to search in the library/help desk.
    • Check boxes to delete Reports from the Que, rather than having to delete each one individually would be a nice enhancement!
    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
    isolved
    I believe Isolved has helped with allot of our previous payroll and HR issues but I am not the sole person responsible for making the decisions. If it were my responsibility to make the decision I would say yes, my input does weigh heavily on the choices but it's not guaranteed.
    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
    isolved
    It is very intuitive and user friendly. iSolved is always updating and improving things before they even become a problem. I like how they inform us of the new updates and provide us with the details of what is changing and how it will improve the usuage.
    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
    isolved
    Payroll due dates and send to us at the beginning of the year, with email reminders for holidays. The support email address is fairly fast, within 24-48 hours. But if something is needed immediately, I can just call and they help me out right then.
    Incentivized
    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
    isolved
    We do not use the integration, so we have a csv file that I upload manually for payroll. That is our decision based on the software at our restaurants. Pages loaded fairly quickly, but reports to pdf lag about 15-20 seconds
    Incentivized
    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
    isolved
    They are very responsive and they have support for the specific issues. Clients receive a dedicated Support Representative with a back up dedicated support team. They also receive an Account Manager who follows up quarterly to discuss the company and future needs. They do have a support ticket hub, but it still needs a little work to fine tune it.
    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
    isolved
    All over the phone, but it was comprehensive.
    Incentivized
    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
    isolved
    We loved taking the course, we went through most of them before we went live and I believe that was very helpful. The online training helped us learn to navigate in the program. We still refer to the training and assign our managers and supervisors to it as well. I highly recommend using it. We have also been able to attend the Connect Conferences with are extremely valuable and we learn tips and tricks to help us better utilize our system.
    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
    isolved
    The system was very cumbersome setting up as well as time consuming. There were times I just wanted to walk away and sometimes I did have to get up and walk away for a break and come back with a fresh perspective. The setup took me over a period of two to three months getting it to serve the purposes that we needed it two. I am very intuitive when it comes to computer software however getting all the right buttons checked in order for it to do what I needed didn't always work.
    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.
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    Alternatives Considered
    isolved
    isolved provides a system and capabilities right at the sweet spot for our organizations. It is not overly complex and feature laden as to make it confusing and complex. On the other hand, it is fully functional and effective at the core requirements of HR and payroll without requiring additional work outside of the system. All of the systems we have previously considered or used were with limited on functionality or prohibitively expense and complex.
    Incentivized
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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.
    Incentivized
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    Contract Terms and Pricing Model
    isolved
    Price increases do happen every year. I understand that the cost of living rises, but every year to us is a bit excessive.
    Read full review
    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
    isolved
    We are a company of about 135 people at 9 locations in 2 towns. We were able to set locations and departments, and also have each location seperate so only that manager can see their employees.
    Incentivized
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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.
    Incentivized
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    Professional Services
    isolved
    All of iSvoled services are conducted very professionally
    Read full review
    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
    isolved
    • When we had Paycom, we had 1/4 of our staff that were not logging in and using the system. That number is down to maybe 5% now
    • Employees love having the ability to easily view and verify their timecards prior to payroll submission.
    Incentivized
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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.
    Incentivized
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    ScreenShots

    Agentforce Sales Screenshots

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