The best in class CRM solution
Updated September 03, 2024

The best in class CRM solution

Thiago Santo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Force.com
  • SalesCloud

Overall Satisfaction with Salesforce Sales Cloud

I use Salesforce Sales Cloud (SFDC) to manage all sales routine. Accounts, Opportunities, Contacts, Leads, Quotes and Partners. I have been working for the last 9 years in software companies and all of them (AppDynamics, Cisco, Harness and Zscaler) use and recommended SFDC. The level of integration and volume of data processes is incredible and new features evolving AI will bring more value to the solution and make sales and marketing teams life easier.

Pros

  • Opportunity Management
  • Account Management
  • Integrations w/ 3rd party solutions

Cons

  • Dashboards
  • Reports
  • Improved sales team productivity
  • Increased buyer engagement
  • Simplified opportunity analyses and deep dive
The product is ready to scale and it's the top of mind CRM solution for all software industry. Nowadays a respectful company needs to use SFDC because it means this company has enough sales mature and governance. I can say that SFDC is to CRM as SAP is to ERP.
In this case I listed two solutions (Clari and People.ai) complementary and one competitor. In my humble opinion Pipedrive is not competing for the same target market and SFDC is 100% consolidated in Enterprise segment as the only possible option for best in class companies with high patterns of sales maturity and governance.

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 Sales Cloud (SFDC) is recommended for companies with a complex sales routine and where high patterns of governance are demanded. It's important to say that if the company is small and it's looking for a tool to manage a couple of opportunities and not so many accounts SFDC can be an expensive option and cost-benefit probably won't be good.

Agentforce Sales Feature Ratings

8.4
Customer data management / contact management
8
Workflow management
8
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
6.3
Task management
5
Billing and invoicing management
8
Reporting
6
3.7
Forecasting
2
Pipeline visualization
4
Customizable reports
5
9.0
Custom fields
10
Custom objects
8
Scripting environment
8
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
8.0
Social data
8
Social engagement
8
9.0
Marketing automation
10
Compensation management
8
3.0
Mobile access
3

Using Salesforce Sales Cloud

7000 - Almost all employees use it.
- Sales
- Pre-sales
- Architects
- Advisors
- Product Managers
- Project Managers
- Professional Service Consultants
- Sales Development Representatives
- Marketing
- Support
10 - This people is responsible for setup my company flows, understand the dependency between fields and all info we need to move forward.
  • Sales Cycle Management
  • Licenses Management
  • Marketing Campaigns and Programs
  • Regular usage. Other companies I worked the usage was similar.
The solutions is the most comprehensive in the market nowadays and for large companies with complex process and dependencies it's the best option for sure.

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