All-in-one CRM for better sales performance
February 16, 2026

All-in-one CRM for better sales performance

Tripti Kashaudhan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Salesforce Sales Cloud

There are multiple ways where I have used these are as follows:
1. I have used to manage the customer and customer and sales data in one place which solvse the problem of scattered customer data.
2. I have created the reports which help in decision-making and dashboards to analyze sales performance.
3. Provide a clear visibility into sales performance and forecasting.
4. It replaces the manual data entry with automation, which reduces the time.

Pros

  • Lead Management: It captures the lead from multiple sources like websites, emails etc and stores the data, automatically assigns the leads to right person.
  • It tracks each deals start from starting to closing.
  • Generates real-time reports and sales insights which help in decision-making of sales.

Cons

  • I personally feel that the interface can feel confusing for new users. There are too many options and features makes navigation difficult.
  • Small businesses may find it difficult to afford.
  • Page loading and report generation may take time.
  • It increased Sales Revenue by better lead tracking and follow-ups improved conversion rates.
  • Automation improve manual work which impacted 20-40% on time saved.
  • Real time report and Dashboards helped in forecasting.
1. It helps to handle millions of customer records and transactions on one system.
2. The best thing about this tech is it runs on cloud infrastructure, so it scales automatically as business grows.
3. There is feature of customization which can add new requreiment and integrations.
4. I personally feel it is a little bit costly.

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

No

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

1. It is best for organizations where a high volume of leads and customers, which helps to track every interaction and sales activity in one system.
2. It is very useful when repetitive tasks need automation which saves time and reduces manual work.
3. Useful when al ot of departments share customer information.

Agentforce Sales Feature Ratings

8.2
Customer data management / contact management
9
Workflow management
8
Territory management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
8
8.3
Case management
9
Call center management
8
Help desk management
8
9.0
Lead management
10
Email marketing
8
8.3
Task management
9
Billing and invoicing management
7
Reporting
9
9.0
Forecasting
8
Pipeline visualization
10
Customizable reports
9
7.8
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
7
8.5
Role-based user permissions
9
Single sign-on capability
8
6.5
Social data
7
Social engagement
6
6.5
Marketing automation
7
Compensation management
6
9.0
Mobile access
9

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