Item: Salesforce Agentforce Sales
Rating: 9
Author: Ryan McGreevy

Overall Satisfaction with Salesforce CMS

Use Cases and Deployment Scope

We use Salesforce to keep track of our sales process, renewal process, and client interactions. Every time we send or receive an email, have a phone call, or any other interaction with a client we 'log' it in Salesforce so there is a record of that interaction and anyone who wants to know how the interaction went and/or what was addressed can quickly and easily find such information.

Pros and Cons

Pros

Allows record keeping of communications
Allows for monitoring of paperwork throughout the Sales & Renewal Process
Integration with DocuSign for simply/easy paperwork processing

Cons

Some intergrations seem to be 'halfway' there (ie ChurnZero)
It would be great if it was easier to adjust Email Templates and the messaging within those templates
Creating a simplified view of all the information within, at times it may feel daunting

Return on Investment

Helps keep track of accounts
Helps keep track of communications
Helps keep track of paperwork

Usability

Fairly easy/straightforward to use. Once you learn how your organization uses it, their platform is pretty straightforward. They are not trying to trick you or to make your life more difficult so ease of use is key for them and they focus on making it easy for you!

Key Insights

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

Other Software Used

ChurnZero, Domo, Intercom

Likelihood to Recommend

Salesforce is great for managing paperwork during the sales and renewal process. It also allows you to keep a record of all emails, phone calls, and communications (both internal and external) regarding any particular account or contact at an account. You can also easily add new contacts to any given account and label their position and contact frequency/importance.

Agentforce Sales Feature Ratings

Comments

Please log in to join the conversation

Salesforce - How about that?