The software for Sales tracking, but not for efficient information tracking.
March 06, 2025

The software for Sales tracking, but not for efficient information tracking.

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CMS

We purchased Salesforce CMS primarily for the sales team, but it is now used by the training department, finance department, customer success department and customer support department. We use it to track our customers' purchases, file emails sent and received in their accounts, keep important notes regarding any issues they may have pertaining to their software, and track all training sessions.

Pros

  • Salesforce CMS uses Opportunities to track all potential sales.
  • Salesforce CMS allows you to create macros to fill in fields that are used often.
  • Salesforce CMS allows you to create email templates to be quickly generated for certain events.
  • Salesforce CMS can create automations when certain fields are populated so emails can be sent to particular departments to begin work.
  • Salesforce CMS allows you to create your own specific reports to monitor your work or work within the company.

Cons

  • I do find that glitches occur quite often that can't be remedied easily.
  • It would be helpful if users could remove or hide fields not required for their department to clean up the window.
  • It would be helpful if users could rearrange fields that are used most frequently.
  • It would be helpful if users could easily default windows to open to the tab most used for that user. There are too many clicks to get where you need to be.
  • It would be helpful if users could create their own quick links window.
  • Salesforce CMS has helped the sales team keep track of all potential sales through the use of Opportunities. Reports can be run on all Closed Won, Closed Lost, as well as other types of results.
  • Salesforce CMS has helped the Customer Success Team keep track of potential add-ons purchased for a customer.
  • Salesforce CMS has helped the finance team track revenue by checking notes provided by the training team for training completed. Once the project completion date has been filled in, the finance team can report information without having to ask a trainer.
  • Salesforce CMS keeps track of all processes occurring for customers.
I find that the information is all over the place. You have to look at too many different tabs to find specific information. I sometimes find myself searching all over a window trying to find the field I know is there. It would be helpful if each user could drag the fields they need to an area and save it. What's good for one team, is not helpful for the next team. I find I spend a lot of time looking for things instead of getting my work done. Although you can create macros to fill in fields, I find myself doing a lot of clicking all day.

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

Not sure

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

No

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?

No

Would you buy Salesforce Agentforce Sales again?

No

Salesforce CMS gives you the ability to keep a lot of information regarding multiple avenues. But it does lack in that there isn't a specific note area to easily find information regarding a customer. There are too many other things mixed in you have to filter through. A screen of only notes (no emails, no phone calls, etc.) would be most helpful when someone is searching for information on an account. Creating reports to look up information is not an efficient use of time.

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