Compare Agentforce Sales (formerly Salesforce Sales Cloud) and Planhat 
At a Glance
Market Segments
Mid-Market (46.0% of reviews)
Mid-Market (61.1% of reviews)
Entry-Level Pricing
$25.00 1 User Per Month
Custom
Agentforce Sales (formerly Salesforce Sales Cloud)
Star Rating
(25,739)4.4 out of 5
Market Segments
Mid-Market (46.0% of reviews)
Pros & Cons
Entry-Level Pricing
$25.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plansPlanhat
Star Rating
(925)4.5 out of 5
Market Segments
Mid-Market (61.1% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Agentforce Sales excels in providing powerful automation and customizable dashboards, which significantly enhance the efficiency of managing sales pipelines and customer relationships. Users appreciate how these features save time and streamline processes, making it a preferred choice for many.
- Users say that while Planhat offers a user-friendly interface for storing and analyzing customer data, it still has room for improvement in fully leveraging its potential for account management. Some users have noted that the platform's new features, like onboarding materials, are promising but not yet fully realized.
- Reviewers mention that Agentforce Sales has a robust support system, with many users highlighting its ability to track customer inquiries effectively. This feature helps teams maintain a close relationship with clients and ensures that support requests are managed efficiently.
- According to verified reviews, Planhat shines in its quality of support, receiving high praise for its responsiveness and helpfulness. Users feel that the support team is a strong asset, which enhances their overall experience with the software.
- G2 reviewers report that Agentforce Sales has a more extensive market presence, reflected in its high G2 Score and a significant number of reviews. This suggests a more established user base and a wealth of shared experiences, which can be beneficial for new users seeking insights.
- Users say that while both platforms offer good ease of use, Agentforce Sales slightly lags in setup compared to Planhat. However, the overall user experience is enhanced by Agentforce's comprehensive features, which many find invaluable for day-to-day operations.
Pricing
Entry-Level Pricing
Agentforce Sales (formerly Salesforce Sales Cloud)
Starter Edition
$25.00
1 User Per Month
Out-of-the-box CRM for up to 10 users
- Automatic data capture
- Lead Management
- Opportunity Management
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
Agentforce Sales (formerly Salesforce Sales Cloud)
Free Trial is available
Planhat
No trial information availableRatings
Meets Requirements
8.8
14,143
8.6
754
Ease of Use
8.2
18,138
8.3
763
Ease of Setup
7.8
9,076
7.5
519
Ease of Admin
7.9
4,489
8.2
462
Quality of Support
8.1
12,346
9.2
730
Has the product been a good partner in doing business?
8.4
4,454
9.3
459
Product Direction (% positive)
8.3
13,770
9.2
705
Features by Category
Sales Force Automation
8.8
9610
|
Verified
8.4
29
8.3
6398
|
Verified
7.5
25
8.7
9333
|
Verified
7.5
25
8.3
9548
|
Verified
8.3
29
8.0
7325
|
Verified
6.7
24
8.2
7624
|
Verified
8.7
26
8.0
6766
|
Verified
7.0
23
8.1
6666
|
Verified
6.2
24
8.3
7418
|
Verified
6.5
25
Marketing Automation
8.0
6679
|
Verified
7.4
28
8.1
6999
|
Verified
6.9
27
8.5
8130
|
Verified
5.9
25
7.9
5429
5.3
25
Customer Support
8.3
6834
|
Verified
7.2
27
8.1
6387
|
Verified
7.0
28
8.2
6791
|
Verified
7.4
28
8.0
5499
|
Verified
5.8
24
8.2
5988
|
Verified
6.3
24
Reporting & Analytics
8.5
9037
|
Verified
7.7
30
8.5
9198
|
Verified
7.5
30
8.2
7480
|
Verified
7.0
26
Mobile & Social
7.9
5628
|
Verified
6.2
24
7.8
5247
|
Verified
5.6
23
7.7
6106
|
Verified
5.0
23
Platform
8.5
3680
|
Verified
8.7
51
8.5
3686
|
Verified
8.3
50
8.6
3643
|
Verified
8.6
50
8.4
2904
|
Verified
7.4
47
8.5
3184
|
Verified
5.6
44
8.1
3206
|
Verified
6.7
46
8.7
3672
|
Verified
8.3
48
8.1
3032
7.1
46
Integration
8.5
2612
|
Verified
7.7
40
8.5
3102
|
Verified
7.8
40
8.5
2917
|
Verified
7.4
38
Generative AI
7.6
894
7.0
18
Agentic AI - CRM
8.0
286
6.1
17
8.0
252
6.4
17
8.3
268
6.7
18
8.1
238
5.9
17
8.1
242
6.5
16
8.2
261
6.1
16
8.2
257
6.0
16
Reports
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Self Service
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Advanced Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Building Reports
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Information
Not enough data
8.7
565
|
Verified
Not enough data
8.8
551
|
Verified
Not enough data
8.8
569
|
Verified
Not enough data
8.2
548
|
Verified
Not enough data
8.5
515
|
Verified
Not enough data
8.0
494
|
Verified
Not enough data
7.2
422
|
Verified
Predictions
Not enough data
7.9
500
|
Verified
Not enough data
7.5
435
|
Verified
Not enough data
8.3
496
|
Verified
Not enough data
6.7
350
|
Verified
Platform
Not enough data
8.3
555
|
Verified
Not enough data
8.1
529
|
Verified
Not enough data
8.2
491
|
Verified
Not enough data
8.5
505
|
Verified
Not enough data
8.2
523
|
Verified
Not enough data
8.6
531
|
Verified
Not enough data
8.8
513
|
Verified
Not enough data
8.9
475
|
Verified
Not enough data
8.5
524
|
Verified
Not enough data
8.8
523
|
Verified
Generative AI
Not enough data
6.1
170
Not enough data
6.2
174
Agentic AI - Customer Success
Not enough data
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
99
Billing and Payments
Not enough data
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Revenue Recognition
Not enough data
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Revenue Optimization
Not enough data
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Cartography
8.7
36
Not enough data
8.4
32
Not enough data
8.6
36
Not enough data
8.4
36
Not enough data
Analysis
8.3
29
Not enough data
8.5
36
Not enough data
8.4
32
Not enough data
8.4
31
Not enough data
Reporting
8.7
30
Not enough data
8.3
25
Not enough data
8.6
23
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
8.6
273
Not enough data
8.8
298
Not enough data
8.8
321
Not enough data
8.7
293
Not enough data
Organization
9.0
356
Not enough data
8.8
349
Not enough data
8.8
343
Not enough data
Performance Analysis
8.4
287
Not enough data
8.8
311
Not enough data
Sales Analysis
8.5
285
Not enough data
8.8
303
Not enough data
Generative AI
8.5
125
Not enough data
8.5
125
Not enough data
Agentic AI - AI Sales Assistant
9.2
32
Not enough data
9.2
31
Not enough data
9.0
28
Not enough data
9.1
27
Not enough data
9.3
28
Not enough data
9.1
28
Not enough data
9.3
30
Not enough data
Integrated Workflows
8.7
520
Not enough data
8.5
510
Not enough data
8.1
465
Not enough data
8.1
459
Not enough data
8.9
523
Not enough data
8.4
467
Not enough data
8.6
480
Not enough data
Repeatability and Reportability
8.4
481
Not enough data
8.7
500
Not enough data
8.7
497
Not enough data
8.3
481
Not enough data
7.8
414
Not enough data
AI and Automation
8.5
461
Not enough data
8.4
469
Not enough data
8.3
426
Not enough data
8.0
430
Not enough data
7.8
414
Not enough data
Generative AI
7.4
268
Not enough data
Agentic AI - Sales Engagement
8.3
87
Not enough data
8.5
88
Not enough data
8.6
86
Not enough data
8.4
87
Not enough data
8.3
87
Not enough data
8.2
87
Not enough data
8.5
87
Not enough data
Call Analytics
8.7
133
Not enough data
8.6
137
Not enough data
8.7
133
Not enough data
8.9
133
Not enough data
Artificial Intelligence - Conversation Intelligence
8.7
142
Not enough data
8.7
126
Not enough data
Not enough data
Not enough data
Generative AI
8.3
59
Not enough data
Agentic AI - Conversation Intelligence
8.8
14
Not enough data
9.2
15
Not enough data
9.3
15
Not enough data
9.2
15
Not enough data
8.8
14
Not enough data
8.8
15
Not enough data
9.1
15
Not enough data
Product Analytics
Not enough data
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Behavioral Analytics - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.3
182
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Intelligence
Not enough data
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Sales Team
Not enough data
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Intelligence
Not enough data
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Mapping
Not enough data
6.9
84
Not enough data
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
Not enough data
8.0
167
Not enough data
7.9
152
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
Not enough data
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Collaboration
Not enough data
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Revenue Sourcing and Forecasting
8.7
66
Not enough data
8.6
68
Not enough data
8.9
69
Not enough data
8.5
63
Not enough data
8.5
66
Not enough data
8.4
58
Not enough data
8.2
58
Not enough data
CRM Data Enrichment
8.1
63
Not enough data
8.4
62
Not enough data
8.2
59
Not enough data
8.2
65
Not enough data
8.5
56
Not enough data
Account Management
8.3
63
Not enough data
8.1
63
Not enough data
8.1
60
Not enough data
8.2
59
Not enough data
8.6
55
Not enough data
8.4
56
Not enough data
Agentic AI - Revenue Operations & Intelligence (RO&I)
8.1
22
Not enough data
8.4
23
Not enough data
8.4
21
Not enough data
8.2
21
Not enough data
8.3
23
Not enough data
Onboarding Setup
Not enough data
8.6
252
Not enough data
8.1
256
Not enough data
8.6
258
Project Tracking
Not enough data
8.2
235
Not enough data
7.7
201
Not enough data
8.0
211
Not enough data
8.4
255
Not enough data
7.9
208
Customer Engagement
Not enough data
7.7
229
Not enough data
8.0
224
Not enough data
7.4
213
Not enough data
8.3
229
Not enough data
8.1
233
Territory Mapping
8.8
32
Not enough data
8.6
30
Not enough data
8.5
30
Not enough data
Route Planning
9.0
29
Not enough data
9.0
31
Not enough data
9.2
32
Not enough data
Sales Performance Management
8.3
27
Not enough data
8.4
30
Not enough data
9.0
30
Not enough data
Presentation and Forms
8.1
26
Not enough data
8.3
29
Not enough data
8.6
29
Not enough data
Integrations
8.1
157
Not enough data
8.5
158
Not enough data
8.1
158
Not enough data
8.1
157
Not enough data
8.8
160
Not enough data
Branding & Customizatio
8.1
152
Not enough data
8.2
156
Not enough data
8.3
155
Not enough data
Automatic Rules & Configurations
8.4
156
Not enough data
8.3
156
Not enough data
8.0
158
Not enough data
Agentic AI - Business Scheduling
8.4
33
Not enough data
8.4
34
Not enough data
Sales Performance Features - Sales Planning
8.5
173
Not enough data
8.5
162
Not enough data
8.5
167
Not enough data
8.6
169
Not enough data
8.7
171
Not enough data
8.8
166
Not enough data
8.2
162
Not enough data
Territory Management - Sales Planning
8.6
164
Not enough data
8.5
170
Not enough data
Quota & Capacity Management - Sales Planning
8.4
166
Not enough data
8.4
174
Not enough data
8.4
166
Not enough data
Agentic AI - Sales Planning
8.5
56
Not enough data
8.6
55
Not enough data
Agentic AI - Lead Scoring
8.0
57
Not enough data
8.3
56
Not enough data
8.0
57
Not enough data
8.2
58
Not enough data
Attribution
8.9
455
Not enough data
8.9
460
Not enough data
8.6
436
Not enough data
Discovery
8.9
464
Not enough data
8.6
455
Not enough data
8.6
432
Not enough data
Management
8.5
420
Not enough data
8.7
441
Not enough data
Platform
8.6
431
Not enough data
8.6
431
Not enough data
Agentic AI - Sales Performance Management
8.5
69
Not enough data
8.7
69
Not enough data
8.5
70
Not enough data
Incentives
8.2
433
Not enough data
8.4
496
Not enough data
8.0
430
Not enough data
8.6
508
Not enough data
Personalization
8.6
478
Not enough data
8.8
556
Not enough data
8.9
589
Not enough data
8.6
532
Not enough data
Administrative
8.7
559
Not enough data
8.5
522
Not enough data
8.4
503
Not enough data
Agentic AI - Email Tracking
8.2
62
Not enough data
8.4
60
Not enough data
8.4
60
Not enough data
8.3
62
Not enough data
8.4
61
Not enough data
8.3
60
Not enough data
8.4
63
Not enough data
Analytics
8.3
569
Not enough data
8.4
576
Not enough data
8.3
590
Not enough data
Customizations
8.7
623
Not enough data
8.5
592
Not enough data
8.6
625
Not enough data
8.4
570
Not enough data
8.4
598
Not enough data
Generative AI
7.5
289
Not enough data
Agentic AI - Sales Analytics
8.3
78
Not enough data
8.6
79
Not enough data
8.4
78
Not enough data
8.4
77
Not enough data
8.2
78
Not enough data
Data Sourcing
8.5
966
Not enough data
8.7
997
Not enough data
8.4
899
Not enough data
8.7
1028
Not enough data
8.6
959
Not enough data
Predictive Analytics
8.4
944
Not enough data
8.6
959
Not enough data
8.1
852
Not enough data
8.3
893
Not enough data
Sales Management
8.7
983
Not enough data
8.1
854
Not enough data
8.6
977
Not enough data
8.8
1046
Not enough data
Agentic AI - Outbound Call Tracking
8.6
38
Not enough data
8.6
39
Not enough data
Calling
8.5
185
Not enough data
8.4
176
Not enough data
8.7
185
Not enough data
8.7
183
Not enough data
8.6
44
Not enough data
Contacts
8.8
176
Not enough data
8.7
179
Not enough data
8.7
181
Not enough data
Insights
9.1
189
Not enough data
8.9
182
Not enough data
8.3
178
Not enough data
8.5
188
Not enough data
8.4
182
Not enough data
8.7
38
Not enough data
Agentic AI - Sales Coaching
9.0
20
Not enough data
8.9
20
Not enough data
9.1
20
Not enough data
9.2
20
Not enough data
Training
8.8
255
Not enough data
8.8
247
Not enough data
8.5
207
Not enough data
8.5
242
Not enough data
Feedback
8.8
236
Not enough data
8.6
232
Not enough data
8.6
213
Not enough data
8.6
200
Not enough data
8.8
224
Not enough data
8.9
226
Not enough data
8.7
198
Not enough data
Generative AI
7.6
70
Not enough data
Agentic AI - Sales Enablement
8.0
33
Not enough data
8.0
33
Not enough data
8.2
33
Not enough data
Content Management
8.3
351
Not enough data
8.1
342
Not enough data
8.2
328
Not enough data
8.5
318
Not enough data
8.3
335
Not enough data
Analytics
8.7
346
Not enough data
8.4
344
Not enough data
8.5
226
Not enough data
8.3
351
Not enough data
Learning Management - Sales Enablement
8.4
27
Not enough data
8.4
27
Not enough data
8.5
27
Not enough data
Revenue Enablement - Sales Enablement
8.3
26
Not enough data
8.3
28
Not enough data
8.8
27
Not enough data
Agentic AI - Revenue AI Platforms
Not enough data
Not enough data
Not enough data
Not enough data
10.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform - Revenue AI Platforms
Not enough data
Not enough data
Not enough data
Not enough data
10.0
6
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
10.0
6
Not enough data
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.4
62
Not enough data
7.2
48
Not enough data
8.2
64
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
Agentforce Sales (formerly Salesforce Sales Cloud) and Planhat are categorized as CRM
Unique Categories
Agentforce Sales (formerly Salesforce Sales Cloud) is categorized as Sales Planning, Business Scheduling, Revenue Operations & Intelligence (RO&I), Conversation Intelligence, Sales Engagement, AI Sales Assistant, Location Intelligence, Field Sales, Sales Coaching, Sales Enablement, Outbound Call Tracking, Sales Analytics, Lead Scoring, Email Tracking, Sales Performance Management, and Revenue AI Platforms
Reviews
Reviewers' Company Size
Agentforce Sales (formerly Salesforce Sales Cloud)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
13.5%
Information Technology and Services
11.8%
Financial Services
6.8%
Marketing and Advertising
4.9%
Internet
3.2%
Other
59.8%
Computer Software
37.2%
Information Technology and Services
18.5%
Marketing and Advertising
8.1%
Education Management
2.4%
E-Learning
2.2%
Other
31.6%
Discussions
When do you need a CRM?
11 Comments
TF
Hi there! It's best to start with a CRM as soon as you can so you can start to track all your customer interactions and revenue. Salesforce offers editions...Read more
How can total cost of ownership (TCO) be made better using Salesforce?
11 Comments
MD
TCO can be reduced by hiring the right salesforce admin so that the data which is entered inside the CRM is maintained and used to the fullest Read more
What are the features of CRM software?
8 Comments
AP
1. Workflow automation , Customization , Third-party integration , Customer service , Employee tracking , Lead management , Real-time data , CRM analytics ,...Read more
How long did it take to implement?
2 Comments
Official Response from Planhat
Comment deleted by user.Read more
It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.
1 Comment
Official Response from Planhat
Hi Martha,
Thanks for your question!
We'd love to understand a bit deeper what you are trying to solve so please feel free to reach out to your CSM...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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