Item: Salesforce Agentforce Sales
Rating: 7
Author: Verified User

Overall Satisfaction with Salesforce CMS

Use Cases and Deployment Scope

I use Salesforce to track leads and referral accounts throughout the sales process. I can connect accounts, tasks, and various other features through the Salesforce CRM.

Pros and Cons

Pros

Provides lots of options.
Allows for the use of templates.

Cons

Formatting on reports, easily being able to pull up a report, let's say of tasks, and being able to print a usable report to work from. The report's formatting does not provide an easily readable or workable printed option. Perhaps I am not sufficiently versed in preparing a report for printing, but this is one of the functions that, when working from sales, requires a small formatting change that would be helpful.

Return on Investment

I am not sure what investment has been made in this Salesforce CMS, but as far as the investment of time, I think one of the things that could be improved would be the intuitiveness of the program. If I can place items in a paragraph format about the call we had, the program could extract data such as name, phone number, and sales selection option (notes) that could be populated into those fields, making setting up a customer file much quicker and with fewer keystrokes. Also triggers a reminder pop-up that allows the user to automatically set up the next task without requiring an additional keystroke/form selection. Utilizing AI to extract information would be useful. Also, implementing a Dragonfly or similar type of talk-to-text option, as many counselors are more quickly able to speak into their notes than to type them out.

Usability

It's usable, and helpful. I have had more success with another CRM, so I believe there is room for improvement.

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?

It is great to be able to make notes for each client touch that you do. I like being able to quickly reference what we spoke of last. I would like a more efficient way to pull reports and print them to take on the road if I am going to make calls, i.e. all calls for a specific task, a separate report for all calls for a specific meeting type. Etc.

Agentforce Sales Feature Ratings

Comments

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