Independent and thoughtful review of one of the larger CRMs in the market
March 25, 2024

Independent and thoughtful review of one of the larger CRMs in the market

Daniel Cano Merizalde | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Knowledge
  • SalesCloud

Overall Satisfaction with Salesforce Sales Cloud

During my tenure at Yalo I used Salesforce Sales Cloud on a daily basis both as a sales rep and as a sales manager for the region. I used it to track and organize all my sales process with my prospects and clients in the Andean region.

Pros

  • MUlti function
  • Highly customizable
  • IA once available helps you automate much of the process

Cons

  • Very difficult to set up and customize
  • Not intuitive usually needs hundreds of hours of training and dedication
  • Cost is high, and the more you use the more it costs
  • Very high and unpredictable cost of ownership, real cost of ownership thus difficult to estimate ROI
  • Improved our productivity per sales rep
  • Information management and accountability impact on a sales team is high
  • Complex to customize and to find the advanced features you want to use. Usually dependable of a salesforce administrator or IT
Is real, and productivity improves once the crm is live but:

1. Long set up times
2. Costly
3. Time con resource consuming once you want to customize, is not for everyone. If you already have an internal salesforce IT expert, with available time you are ok. Otherwise be prepared to highly under utilize the software
Costly, larger time to market / value time, difficult and complex to set up and customize. But if you want highly customizable CRM and don´t care about user experience within a super large company Salesforce does the job well and the costs could be optimized as a larger corporation.

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

Not sure

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

Yes

Did Salesforce Agentforce Sales live up to sales and marketing promises?

No

Did implementation of Salesforce Agentforce Sales go as expected?

No

Would you buy Salesforce Agentforce Sales again?

No

For managing your sales pipeline, uploading leads and recording notes, the CRM works well. You can fully manage your sales process and pipeline

Also you can use IA to improve and suggest

Agentforce Sales Feature Ratings

4.1
Customer data management / contact management
6
Workflow management
6
Territory management
4
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
4
Contract management
2
Quote & order management
2
Interaction tracking
2
Channel / partner relationship management
4
2.0
Case management
2
Call center management
1
Help desk management
3
6.0
Lead management
6
Email marketing
6
4.0
Task management
6
Billing and invoicing management
2
Reporting
4
7.7
Forecasting
6
Pipeline visualization
8
Customizable reports
9
8.0
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
7.5
Role-based user permissions
7
Single sign-on capability
8
3.5
Social data
4
Social engagement
3
4.0
Marketing automation
4
Compensation management
4
6.0
Mobile access
6

Comments

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