Great, flexible, scalable sales tool
August 28, 2024

Great, flexible, scalable sales tool

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Force.com
  • Chatter
  • Partner Portal
  • Knowledge

Overall Satisfaction with Salesforce Sales Cloud

We use Salesforce Sales Cloud to track all of our prospects, current customers, and former customers within the Salesforce ecosystem. We log all of our contacts, communications with customers, and opportunities for both new business deals and all of our renewals.

Pros

  • Opportunities
  • Integrations with third party tools
  • Global search

Cons

  • Specific formula field settings to pull in info from different objects
  • Field limits per object
  • Many to many relationships between objects
  • Faster opportunity genration
  • Less time spent on logging details and more time on calls with customers
  • Higher overall deal values
It is very easy to scale with Salesforce Sales Cloud because everything is easy to search for globally throughout the system. You can keep adding on new objects and new fields over time with different page layouts for different user profiles. The customizations are endless and it makes the product really flexible.

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?

I wasn't involved with the selection/purchase process

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

For tracking an opportunity from the very first lead source through to becoming a customer and tracking renewal opportunities, Salesforce Sales Cloud does a great job and keeping all of that information contained and easy to find. It also does well with the CPQ integration to build in quoting and products directly into the system so the sales team can build out quotes and we can use approval processes internally to ensure all quotes are generated properly, have the approved discounts, etc.

Agentforce Sales Feature Ratings

7.7
Customer data management / contact management
9
Workflow management
7
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
7
Quote & order management
7
Interaction tracking
Not Rated
Channel / partner relationship management
8
6.5
Case management
7
Call center management
Not Rated
Help desk management
6
8.0
Lead management
8
Email marketing
8
8.0
Task management
6
Billing and invoicing management
Not Rated
Reporting
10
8.0
Forecasting
7
Pipeline visualization
7
Customizable reports
10
8.5
Custom fields
9
Custom objects
9
Scripting environment
8
API for custom integration
8
9.0
Role-based user permissions
8
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
5.0
Mobile access
5

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