Item: Salesforce Agentforce Sales
Rating: 8
Author: Verified User

Overall Satisfaction with Salesforce CMS

Use Cases and Deployment Scope

We use Salesforce CMS throughout our whole sales-organisation. The ability to tailor Salesforce CMS to our need, saves a lot of time and makes our whole sales wheel work. We can easily integrate and sync with critical tools like Planhat, Slack, Salesloft and MS Outlook which is critical. Its also easy to see potential leads coming in, communicate with colleagues and maximise the day2day routine with lists, emails and meetings.

Pros and Cons

Pros

Easy accessible and structured information so its easy to find
Handle the whole salescyckle from marketing to sales to Customer Success efficiently together with critical insights easy visible
Sync important data from Salesloft into other tools as Planhat, Salesloft and Microsoft Outlook to work more efficiently and not having to search for critical information

Cons

Easier to edit and tailor temporarily filters
Guidelines inside of Salesforce CMS where to find stuff, like small "guides" popping up showing where to find stuff.

Return on Investment

Increased sales efficiency
Very improved collaboration and communication efficiency
Better customer satisfaction score from customers based on their customer journey experience

Usability

I can do anything in Salesforce CMS as long as we build it properly. Great tool with its capabilities and possibilities depending on how you wish to tailor it depending on what other tools being used.

Key Insights

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

Yes

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?

Yes

Would you buy Salesforce Agentforce Sales again?

Yes

Other Software Used

Salesloft, Planhat, Slack

Likelihood to Recommend

For fast-growing scale-ups and Enterprise companies with a lot of information needed to be presented clearly and efficient for various user groups like Marketing, sales and Customer success. Salesforce CMS is great in terms of having the whole sales journey from marketing, sales and customer success, in other words when many different teams needs to co-operate and are linked to make the customer journey the best it can both for the using company, and the customer.

Agentforce Sales Feature Ratings

Marketing and sales collaboration
data migration and integration with other tools
Sales efficiency
Optimised customer journey with information on one place

Innovative Uses

Integration possibilities
playbooks for sales and onboarding

Future Planned Uses

Support
Customer Success

Likelihood to Renew

Its a critical tool and must have. You can tailor it in an unique way which is perfect for us.

Comments

Please log in to join the conversation

Critical business tool for optimised efficiency and digital tools communication