Item: Salesforce Agentforce Sales
Rating: 10
Author: Verified User

Overall Satisfaction with Salesforce Sales Cloud

Use Cases and Deployment Scope

We utilize the Salesforce Sales Cloud to manage our sales pipeline including tracking new calls scheduled, held, converted to proposal, then to contract and closed/won. This enables us to see our pipeline, build forecasts, manage performance and draw insights into what our reps are seeing and hearing from prospects. We also manage the full contract lifecycle within the system from contract creation, review/approval, sending for signature and storing/sharing with the execution teams. Product and pricing are also managed within the system allowing us to create bundles or packaged programs for ease of use and speed with the sales team.

Pros and Cons

Pros

Full revenue cycle tracking, from prospect to client and beyond
Pipeline management and forecasting per team, per rep, historical
Reporting and analytics drawn from data within the system; NOTE data in is data out so you have to have a clear plan and global commitment to data integrity.

Cons

Highly customizable so you need to have dedicated and highly skilled admin support to make it work best for you, or the budget to enlist outside integration support to maximize use. It isn't right for all business sizes and what works when your one size will likely not work when you grow, so growth plans must be connected to your use case.
Reporting customization is sufficient but can be challenging to get the exact reporting you need from within the system; often requires addition BI tools.

Return on Investment

Increased revenue over time
Automation to support sales team effectiveness
Daily/weekly/monthly/quarterly/annual reporting along with prior period comparison to draw actionable insights

Scalability

It takes dedicated management and roadmapping, but the system can grow with your business. We adopted it as a 15-person team and are now 100 ppl with 5X revenue from our original implementation. We still haven't fully tapped all functionality, as it is ever-evolving, but it has been a real driver of our business over the past 10+ years.

Alternatives Considered

Keap

Keap, formerly Infusionsoft, has a lot of similar core functionality but is geared much more towards small businesses and cannot compare to the integration and partner community that Salesforce Sales Cloud has. We migrated to Salesforce Sales Cloud at our original period of planned growth knowing it would take time to realize the ROI and honestly, knowing that you will never fully realize functionality and impact as the system evolves and continues to grow itself (that's a good thing if you ask me!).

Key Insights

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

Other Software Used

Salesforce Marketing Cloud, Conga Sign, Calendly

Likelihood to Recommend

Simply put, Salesforce Sales Cloud CAN work for you and your business; it is all a matter of your use case, both immediate and planned short or long-term, the support you will have in spinning up the org and managing it and your immediate and ongoing training of the team for adoption and effective use. It is highly customizable but a real development plan and roadmap must be managed to both get the most out of the system and its functionality and see it as not just as CRM but a driving of business.

Agentforce Sales Feature Ratings

Comments

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