Item: Salesforce Agentforce Financial Services
Rating: 5
Author: Verified User

Overall Satisfaction with Salesforce Financial Services Cloud

Use Cases and Deployment Scope

Company CRM, to track customer relationships, opportunities, rev pipelines and contacts.

Pros and Cons

Pros

Comprehensive CRM
Customization and integration options
AI

Cons

UI
More intuitive click paths

Return on Investment

Automated workflows saves time and money
Unified single view (tech stack consolidation)

Usability

It does its job but could be better. I think it all comes down to each business configuration of the platform.

Alternatives Considered

Gainsight CS

I think Salesforce has more information in it that our sales team needs that Gainsight was not able to provide

Key Insights

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

Not sure

Are you happy with Salesforce Agentforce Financial Services's feature set?

Yes

Did Salesforce Agentforce Financial Services live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Salesforce Agentforce Financial Services go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce Agentforce Financial Services again?

Yes

Other Software Used

Gainsight CS, Quickbase

Likelihood to Recommend

- Gives me easy visibility to all the opps and contacts for a customer

- The way our SF is configured I feel has TOO much on the page and makes finding whats needed difficult or too time consuming

Comments

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SF in Customer Success