Simple reliable and effective sales tool.
January 08, 2026

Simple reliable and effective sales tool.

Juan Latorre | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sales Force Assistant

We use Sales force Assistant mainly to stay organized with leads and follow-ups. It helps our team keep track of conversations, tasks, and opportunities without things slipping through the cracks. The biggest problem it solves for us is losing time and potential deals because of poor tracking or messy communication. We use it daily for managing sales activity and keeping everyone aligned.

Pros

  • Lead Tracking.
  • Follow-up reminders.
  • Team coordination.
  • Pipeline visibility.

Cons

  • Faster load times.
  • UI improvements.
  • More integrations.
  • Better team productivity.
  • Improved sales tracking.
  • More deals closed.
I gave this rating because overall, the experience with Salesforce Assistant has been very positive. It’s easy to use, practical, and actually helps our team stay organized and focused on closing deals instead of wasting time managing tools. Since using it, our follow-ups have been more consistent, communication clearer, and we have lost fewer leads along the way.
Compared to other tools we tested, Salesforce Assistant feels much more straightforward and easier to work with on a daily basis. While platforms like HubSpot offer many features, they can be overwhelming and slow to fully adopt. We chose Salesforce Assistant because it keeps things simple, helps our team stay focused on selling, and doesn’t require heavy setup or long training.

Do you think Sales Force Assistant delivers good value for the price?

Yes

Are you happy with Sales Force Assistant's feature set?

Yes

Did Sales Force Assistant live up to sales and marketing promises?

Yes

Did implementation of Sales Force Assistant go as expected?

Yes

Would you buy Sales Force Assistant again?

Yes

Works really well for small and medium teams that need to organize leads, follow up with clients, and keep daily sales activity under control.

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