The SalesFORCE is with me
April 17, 2023

The SalesFORCE is with me

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Marketing Cloud

Overall Satisfaction with Salesforce.com

We used Salesforce as a CRM tool logging interactions with customers, detailing customer accounts, and tracking interactions with our customers. Salesforce was a daily tool that we could use to pull reports and generate tasks.

Pros

  • Maintains client details
  • Generates sales reports
  • Configures daily tasks and reminders

Cons

  • Customizing to particular industries
  • Highlighting potential duplicate records
  • Great ROI tracking
  • Customizable fields
  • Tasking and calendaring opportunities
Salesforce is a giant tool and easy to get lost in. While it’s very robust in its capabilities, it’s not always intuitive and there’s many opportunities to get lost without good foundational knowledge of its potential.

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?

Yes

Did implementation of Salesforce Agentforce Sales go as expected?

Yes

Would you buy Salesforce Agentforce Sales again?

Yes

Salesforce is a great CRM and is helpful for sales teams to maintain a workflow of accounts. Where it gets wonky is when it’s expected to be an accounting software and track more than just the relationship.

Agentforce Sales Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
7
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
9
Customer Service & Support ()
Not Rated
9.0
Lead management
9
Email marketing
9
Not Rated
Task management
Not Rated
Reporting
Not Rated
7.7
Forecasting
7
Pipeline visualization
7
Customizable reports
9
9.0
Custom fields
9
Custom objects
9
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

Comments

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