Salesforce Agentforce Sales

Score8.7 out of 10

3,455 Reviews and Ratings

What is Salesforce Agentforce Sales?

Salesforce' Agentforce Sales (formerly Salesforce Sales Cloud) is the company's flagship CRM platform. The AI CRM for Sales features data built right in.

Categories & Use Cases

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Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 8.4
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.7
Opportunity management
Users can track deals and create quotes.
Category average: 8.5

Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.3
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8
Billing and invoicing management
This includes automated invoice creation and billing.
Category average: 7.8

Abhinav Chadha

Technical Lead in Information Technology at Ksolves India Limited (501-1000 employees employees)

Use Cases and Deployment Scope

I’m using Sales Cloud to manage my sales cycle. I work for a client who’s also using Sales Cloud to manage their sales cycle. We’ve customized it to match their business processes. We’ve implemented a custom sales funnel, which is a bit different from what Salesforce provides by default, but it fits their business needs perfectly. And that’s how we’re making use of Sales Cloud.

Pros

I think it’s a great way to keep track of leads and revenue.
It’s a great tool for creating reports at the end of each quarter and sharing them with management for better decision-making. It really supports all of that — and it does it in a great way.

Cons

I can’t really think of any areas for improvement. I think Salesforce Sales Cloud is highly customizable, especially now that Flows have become easier to use. Salesforce is putting in a lot of effort to make things simpler for both developers and administrators. From my experience, all the customers I’ve worked with who use Sales Cloud are using it effectively. So, at this point, I don’t have any suggestions for improvement.

Return on Investment

I think Sales Cloud is a great product for managing customer lifecycles and keeping track of a company’s revenue at any given point in time. It helps businesses make better, more informed decisions.
It’s been very helpful for many of my customers who are using Sales Cloud — it’s a great fit for them. But as I also mentioned, it’s not suited for every industry. Some industries rely heavily on support services, and in those cases, Sales Cloud doesn’t perform as well as it does for the sales side of the business.

Alternatives Considered

Odoo

Other Software Used

Salesforce Service Cloud, Odoo

Usability

Tripti Kashaudhan View profile

SDE in Information Technology at KSOLVES (501-1000 employees employees)

Use Cases and Deployment Scope

There are multiple ways where I have used these are as follows:

1. I have used to manage the customer and customer and sales data in one place which solvse the problem of scattered customer data.

2. I have created the reports which help in decision-making and dashboards to analyze sales performance.

3. Provide a clear visibility into sales performance and forecasting.

4. It replaces the manual data entry with automation, which reduces the time.

Pros

Lead Management: It captures the lead from multiple sources like websites, emails etc and stores the data, automatically assigns the leads to right person.
It tracks each deals start from starting to closing.
Generates real-time reports and sales insights which help in decision-making of sales.

Cons

I personally feel that the interface can feel confusing for new users. There are too many options and features makes navigation difficult.
Small businesses may find it difficult to afford.
Page loading and report generation may take time.

Return on Investment

It increased Sales Revenue by better lead tracking and follow-ups improved conversion rates.
Automation improve manual work which impacted 20-40% on time saved.
Real time report and Dashboards helped in forecasting.

Alternatives Considered

Odoo CRM

Other Software Used

Odoo CRM, Microsoft 365, Zoho CRM

Pooja Dwivedi

Business Systems Analyst in Information Technology at Pure Storage (5001-10,000 employees employees)

Use Cases and Deployment Scope

I help customize the Salesforce Sales Cloud systems so our sales users can carry on their day-to-day work. For example, entering data into the opportunities, closing opportunities, things like that.

Pros

Handle different business processes for CRM
Handle complex sales processes

Cons

Pricing, it's pretty expensive for a small business if they want to set up get started.
In order to use the AI features, it's also very pricey. So if there could be some free features that Salesforce gives out, that would be super beneficial to customers.

Return on Investment

Positive impact in really capturing the different business use cases and easy to customize and implement those solutions into the system.

Usability

Puneet Khubchandani

Senior Developer in Information Technology at AnavClouds Software (11-50 employees employees)

Use Cases and Deployment Scope

We're using the HMS portal, we are getting a customization on HMS portal on the community side.

Pros

So sales does particularly work on the lead coming and we are managing that lead close won and everything.

Cons

Need some AI part in this that are currently implemented by Salesforce, like Agent 4360. They're be really helpful for us.

Return on Investment

Positive: It'll give flexibility
Negative impact: to just do some manual work

Prabhakar Sharma

CEO in Corporate at Raptbot Technologies (51-200 employees employees)

Use Cases and Deployment Scope

On our website we have a lead capture form. I someone is coming to our website, we have integrated it, capture the lead data and then that lead data comes to us. My assistant makes the first call reach out like do they really need Salesforce? What's their requirement? And they try to find a schedule with the client. And then once the meeting is set up, I try to understand what's their requirement, what they're looking to do, and then we discuss what product they're looking. So the lead is being ideally converted to opportunity account contact and then if things goes well, opportunity is closed and then the product select and partially closed and then we create the order. If someone is using CPQ, then they are being processed on the CPQ side. So that's how we use the sales cloud.

Pros

Sales Cloud, lead management opportunity, account contact and the duplication we know to whom we are dealing. I don't know the territory comes under that, but yeah, the territory management part is also really good. Within the sales.

Cons

Finding the location of leads, there could be an inbuilt feature around that one.
On opportunity itself, we can have few more options to select the right product. Sometime. Right now there are only standard products available so there could be more flexibility around that one.
Maybe the invoicing if, because there are a few clients who are not looking for CPQ and all, so they are opportunity to order and then invoicing could be done there as well. For that we have to do a custom solution.

Return on Investment

It has all the positives so far. I do not think of any negatives. So yeah, it's really a wonderful product.

Salesforce Agentforce Sales

What is Salesforce Agentforce Sales?

Categories & Use Cases

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Key Features

Top Performing Features

Custom fields

Single sign-on capability

Opportunity management

Areas for Improvement

Territory management

Help desk management

Billing and invoicing management

Reviews

Use Cases and Deployment Scope

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Cons

Return on Investment

Alternatives Considered

Other Software Used

Usability

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Usability

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