Marketing uses, reports
December 23, 2020

Marketing uses, reports

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CMS

Salesforce CMS is mostly used by our Sales departments. Other departments in our organization use Salesforce CMS for reporting purposes. The business problems that it addresses lead organization and allows for transparency between departments on lead information.

Pros

  • Lead organization
  • Reporting
  • Customizable dashboards

Cons

  • Speed
  • More transparency between other CRMs (Hubspot) and Salesforce.
  • Real time refreshes on dashboard.
  • We are able to pull custom reports quickly to look up conversion rates and times to better our advertising.
  • Seamless student/lead transitions between teams.
  • Easily look up lead history.
Salesforce is pretty easy to use once you learn the basics and navigation of the platform. You can create custom views to make it easier to manage your day, month, and leads. It is transparent and allows multiple users to gain access to the same information.
Salesforce has much better reporting than Hubspot so we use Salesforce for most reports that we use. We manage our landing pages, forms, workflows, and emails out of Hubspot. In my experience, Hubspot has better capabilities and easier to manage when it comes to workflows. Hubspot also has the ability to manage things like Google ads and Facebook ads straight from their platform.

Do you think Salesforce Agentforce Sales delivers good value for the price?

Not sure

Are you happy with Salesforce Agentforce Sales's feature set?

Yes

Did Salesforce Agentforce Sales live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Salesforce Agentforce Sales go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce Agentforce Sales again?

Yes

In marketing, we use a lot of customizable dashboards to see lead reports in real-time throughout the day/month. It simplifies things and makes it easy to focus on what areas and leads need improvements. Our marketing team uses Hubspot for a lot of things and usually, the integration between Hubspot and Salesforce is pretty seamless.

Agentforce Sales Feature Ratings

Salesforce CMS Support

I have not personally used the support enough but I have heard that it is helpful.

Comments

More Reviews of Agentforce Sales

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. Agentforce Sales Reviews
  4. User Review of Agentforce Sales