The best for reporting and lead information
Updated December 27, 2024

The best for reporting and lead information

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Salesforce Sales Cloud

I am a realtor and we use Salesforce Sales Cloud to keep track of our companies sales, customer information, and house information. We can easily access customer information and see how well each agent is performing compared to the others. We also can send out automated emails to our leads/ past customers.

Pros

  • Keeps track of house information
  • Generating sales reports
  • Customer information
  • Lead information
  • Comparing sales among agents

Cons

  • Website is very slow
  • Mobile also loads slow
  • Mobile is confusing
  • Automated emails are complicated
  • When you generate the reports, it is easy to see how well each agent is doing and all of the agents like to compete for the most commission each month so being able to generate the reports so easy helps us to have more sales
  • Even our older agents who are not as tech savy, it is each for them to add customer information into the contact field
I rated the automation an 8 because our broker set up automated emails that go out to each agents clients on certain events like holidays, birthday, house anniversaries, etc. However, I do not like setting up the automation myself. It is very complicated and much faster to just send an email direct to the client from my outlook

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?

I wasn't involved with the implementation phase

Would you buy Salesforce Agentforce Sales again?

Yes

We Salesforce Sales Cloud to keep track of our companies sales, customer information, and house information. We can easily access customer information and see how well each agent is performing compared to the others. We also can send out automated emails to our leads/ past customers. I like the automated emails that my company set up that auto sends to each agents leads but I do not like having to create my own so I usually do not and just manually send emails from my outlook

Agentforce Sales Feature Ratings

8.3
Customer data management / contact management
10
Workflow management
6
Territory management
7
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
9
9.0
Case management
Not Rated
Call center management
9
Help desk management
9
8.0
Lead management
8
Email marketing
8
9.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
10
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
Scripting environment
Not Rated
API for custom integration
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
8
10.0
Social data
10
Social engagement
10
8.0
Marketing automation
8
Compensation management
8
5.0
Mobile access
5

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