Compare Agentforce Sales (formerly Salesforce Sales Cloud) and Phocas Software 
At a Glance
Market Segments
Mid-Market (46.0% of reviews)
Mid-Market (67.4% of reviews)
Entry-Level Pricing
$25.00 1 User Per Month
Contact Vendor For Pricing
Agentforce Sales (formerly Salesforce Sales Cloud)
Star Rating
(25,686)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 plansPhocas Software
Star Rating
(189)4.6 out of 5
Market Segments
Mid-Market (67.4% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Vendor For Pricing
Free Trial is available
Learn more about Phocas SoftwareAgentforce Sales (formerly Salesforce Sales Cloud) vs Phocas Software
When assessing the two solutions, reviewers found Phocas Software easier to use and administer. Reviewers also felt that Phocas Software was easier to do business with overall. However reviewers felt that the products are equally easy to set up.
- Reviewers felt that Agentforce Sales (formerly Salesforce Sales Cloud) meets the needs of their business better than Phocas Software.
- When comparing quality of ongoing product support, reviewers felt that Phocas Software is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Phocas Software over Agentforce Sales (formerly Salesforce Sales Cloud).
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
Free Trial
Agentforce Sales (formerly Salesforce Sales Cloud)
Free Trial is available
Phocas Software
Free Trial is available
Ratings
Meets Requirements
8.8
14,100
8.7
166
Ease of Use
8.2
18,089
9.1
167
Ease of Setup
7.8
9,027
7.8
86
Ease of Admin
7.9
4,490
8.7
79
Quality of Support
8.1
12,305
8.6
157
Has the product been a good partner in doing business?
8.4
4,455
9.0
79
Product Direction (% positive)
8.3
13,733
9.2
164
Features by Category
Sales Force Automation
8.8
9596
|
Verified
Not enough data
8.3
6402
|
Verified
Not enough data
8.7
9318
|
Verified
Not enough data
8.3
9538
|
Verified
Not enough data
8.0
7327
|
Verified
Not enough data
8.2
7627
|
Verified
Not enough data
8.0
6766
|
Verified
Not enough data
8.1
6669
|
Verified
Not enough data
8.3
7416
|
Verified
Not enough data
Marketing Automation
8.0
6680
|
Verified
Not enough data
8.1
6999
|
Verified
Not enough data
8.5
8118
|
Verified
Not enough data
7.9
5431
Not enough data
Customer Support
8.3
6835
|
Verified
Not enough data
8.1
6390
|
Verified
Not enough data
8.2
6792
|
Verified
Not enough data
8.0
5501
|
Verified
Not enough data
8.2
5992
|
Verified
Not enough data
Reporting & Analytics
8.5
9025
|
Verified
Not enough data
8.5
9187
|
Verified
Not enough data
8.2
7480
|
Verified
Not enough data
Mobile & Social
7.9
5630
|
Verified
Not enough data
7.8
5249
|
Verified
Not enough data
7.7
6107
|
Verified
Not enough data
Platform
8.5
3665
|
Verified
Not enough data
8.5
3672
|
Verified
Not enough data
8.6
3637
|
Verified
Not enough data
8.4
2901
|
Verified
Not enough data
8.5
3181
|
Verified
Not enough data
8.1
3201
|
Verified
Not enough data
8.7
3655
|
Verified
Not enough data
8.1
3030
Not enough data
Integration
8.5
2603
|
Verified
Not enough data
8.5
3092
|
Verified
Not enough data
8.5
2909
|
Verified
Not enough data
Generative AI
7.6
894
Not enough data
Agentic AI - CRM
7.9
277
Not enough data
7.9
253
Not enough data
8.3
265
Not enough data
8.0
242
Not enough data
8.0
244
Not enough data
8.1
262
Not enough data
8.2
258
Not enough data
Reports
Not enough data
8.6
129
|
Verified
Not enough data
8.5
124
|
Verified
Not enough data
8.2
129
|
Verified
Not enough data
8.3
102
|
Verified
Not enough data
8.8
130
|
Verified
Self Service
Not enough data
8.2
104
|
Verified
Not enough data
8.9
123
|
Verified
Not enough data
8.8
119
|
Verified
Not enough data
8.5
123
|
Verified
Not enough data
8.4
94
|
Verified
Not enough data
7.6
70
|
Verified
Advanced Analytics
Not enough data
7.9
78
|
Verified
Not enough data
8.5
93
|
Verified
Not enough data
8.2
82
|
Verified
Building Reports
Not enough data
8.5
62
|
Verified
Not enough data
8.5
63
|
Verified
Not enough data
8.4
61
|
Verified
Not enough data
7.6
44
|
Verified
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
Reports
Not enough data
8.6
129
|
Verified
Not enough data
8.5
124
|
Verified
Not enough data
8.2
129
|
Verified
Not enough data
8.3
102
|
Verified
Not enough data
8.8
130
|
Verified
Data Preparation
Not enough data
8.1
41
|
Verified
Not enough data
8.0
41
|
Verified
Data Modeling and Blending
Not enough data
8.7
49
|
Verified
Not enough data
9.2
51
|
Verified
Not enough data
8.4
44
|
Verified
Generative AI
Not enough data
7.4
18
Not enough data
7.3
18
Agentic AI - Analytics Platforms
Not enough data
6.2
7
Not enough data
6.4
7
Not enough data
6.9
7
Not enough data
6.2
7
Not enough data
6.0
7
Not enough data
5.7
7
Not enough data
6.4
7
Self Service
Not enough data
8.2
104
|
Verified
Not enough data
8.9
123
|
Verified
Not enough data
8.8
119
|
Verified
Not enough data
8.5
123
|
Verified
Not enough data
8.4
94
|
Verified
Not enough data
7.6
70
|
Verified
Deployment & Integration - Analytics Platforms
Not enough data
8.3
8
Not enough data
8.1
8
Not enough data
6.1
6
Not enough data
6.9
6
Advanced Analytics
Not enough data
7.9
78
|
Verified
Not enough data
8.5
93
|
Verified
Not enough data
8.2
82
|
Verified
Performance & Scalability - Analytics Platforms
Not enough data
8.5
9
Not enough data
8.5
8
Advanced Analytics & Modeling - Analytics Platforms
Not enough data
8.3
7
Not enough data
6.1
6
Not enough data
6.1
6
Agentic AI Capabilities - Analytics Platforms
Not enough data
6.7
6
Not enough data
6.2
7
Not enough data
7.5
6
Not enough data
5.8
6
Personalized Intelligence - Analytics Platforms
Not enough data
6.1
6
Not enough data
6.9
6
Not enough data
5.8
6
Building Reports
Not enough data
8.5
62
|
Verified
Not enough data
8.5
63
|
Verified
Not enough data
8.4
61
|
Verified
Not enough data
7.6
44
|
Verified
Cartography
8.7
39
Not enough data
8.4
35
Not enough data
8.6
39
Not enough data
8.4
39
Not enough data
Analysis
8.4
32
Not enough data
8.5
38
Not enough data
8.5
35
Not enough data
8.5
34
Not enough data
Reporting
8.7
33
Not enough data
8.5
28
Not enough data
8.7
26
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
272
Not enough data
8.8
296
Not enough data
8.8
319
Not enough data
8.6
291
Not enough data
Organization
9.0
353
Not enough data
8.8
346
Not enough data
8.8
341
Not enough data
Performance Analysis
8.4
284
Not enough data
8.8
308
Not enough data
Sales Analysis
8.4
283
Not enough data
8.8
302
Not enough data
Generative AI
8.5
124
Not enough data
8.5
124
Not enough data
Agentic AI - AI Sales Assistant
9.2
30
Not enough data
9.2
30
Not enough data
9.0
27
Not enough data
9.0
26
Not enough data
9.3
28
Not enough data
9.1
27
Not enough data
9.3
30
Not enough data
Integrated Workflows
8.7
521
Not enough data
8.5
512
Not enough data
8.1
466
Not enough data
8.1
460
Not enough data
8.9
525
Not enough data
8.4
468
Not enough data
8.6
480
Not enough data
Repeatability and Reportability
8.4
482
Not enough data
8.7
501
Not enough data
8.7
498
Not enough data
8.3
482
Not enough data
7.8
414
Not enough data
AI and Automation
8.5
462
Not enough data
8.4
471
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
269
Not enough data
Agentic AI - Sales Engagement
8.3
89
Not enough data
8.5
90
Not enough data
8.6
87
Not enough data
8.4
90
Not enough data
8.3
89
Not enough data
8.2
90
Not enough data
8.5
90
Not enough data
Budget Creation
Not enough data
8.7
23
Not enough data
8.7
22
Not enough data
8.7
21
Not enough data
8.8
22
Not enough data
8.1
21
Not enough data
8.8
22
Budget Management
Not enough data
8.8
22
Not enough data
8.9
21
Not enough data
8.3
22
Forecasting
Not enough data
8.8
23
Not enough data
8.7
21
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.0
16
Analytics
Not enough data
8.9
23
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Budgeting and Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Management
Not enough data
9.0
21
Not enough data
9.3
22
Not enough data
8.8
20
Reporting Structure
Not enough data
8.8
21
Not enough data
8.4
21
Not enough data
8.9
22
Standard Analytics
Not enough data
8.8
20
Not enough data
9.0
21
Not enough data
9.1
22
Not enough data
9.4
21
Custom Analytics
Not enough data
9.2
22
Not enough data
9.0
19
Not enough data
8.9
19
Not enough data
8.4
19
Not enough data
8.8
14
Agentic AI - Financial Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Call Analytics
8.7
130
Not enough data
8.6
134
Not enough data
8.7
130
Not enough data
8.9
131
Not enough data
Artificial Intelligence - Conversation Intelligence
8.7
140
Not enough data
8.7
124
Not enough data
Not enough data
Not enough data
Generative AI
8.3
58
Not enough data
Agentic AI - Conversation Intelligence
8.6
12
Not enough data
9.2
14
Not enough data
9.2
13
Not enough data
9.2
14
Not enough data
8.6
12
Not enough data
8.7
13
Not enough data
9.0
13
Not enough data
Financial Planning
Not enough data
8.8
10
Not enough data
8.8
10
Not enough data
9.1
11
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
Not enough data
Not enough data
Not enough data
Financial Insight
Not enough data
8.5
10
Not enough data
8.1
12
Not enough data
8.5
11
Data
Not enough data
8.9
12
Not enough data
8.3
12
Not enough data
8.2
12
Not enough data
7.6
11
Status Communication
Not enough data
Feature Not Available
Not enough data
8.2
11
Not enough data
Feature Not Available
Not enough data
8.5
11
Revenue Sourcing and Forecasting
8.8
66
Not enough data
8.6
68
Not enough data
8.8
68
Not enough data
8.5
63
Not enough data
8.5
65
Not enough data
8.4
57
Not enough data
8.2
58
Not enough data
CRM Data Enrichment
8.2
63
Not enough data
8.4
62
Not enough data
8.2
59
Not enough data
8.3
64
Not enough data
8.5
56
Not enough data
Account Management
8.3
63
Not enough data
8.1
63
Not enough data
8.2
60
Not enough data
8.3
59
Not enough data
8.6
55
Not enough data
8.5
56
Not enough data
Agentic AI - Revenue Operations & Intelligence (RO&I)
8.0
22
Not enough data
8.3
22
Not enough data
8.4
22
Not enough data
8.3
22
Not enough data
8.3
23
Not enough data
Territory Mapping
8.8
35
Not enough data
8.6
33
Not enough data
8.5
33
Not enough data
Route Planning
9.0
32
Not enough data
9.0
34
Not enough data
9.2
35
Not enough data
Sales Performance Management
8.4
30
Not enough data
8.5
33
Not enough data
9.0
33
Not enough data
Presentation and Forms
8.0
29
Not enough data
8.3
32
Not enough data
8.5
32
Not enough data
Integrations
8.1
157
Not enough data
8.5
158
Not enough data
8.1
157
Not enough data
8.1
156
Not enough data
8.8
159
Not enough data
Branding & Customizatio
8.1
152
Not enough data
8.2
155
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
157
Not enough data
Agentic AI - Business Scheduling
8.4
33
Not enough data
8.4
35
Not enough data
Rebate Program - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics & Reporting - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Integration - Rebate Management
Not enough data
Not enough data
Not enough data
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
8.7
170
Not enough data
8.6
170
Not enough data
8.8
166
Not enough data
8.2
162
Not enough data
Territory Management - Sales Planning
8.6
165
Not enough data
8.5
171
Not enough data
Quota & Capacity Management - Sales Planning
8.4
167
Not enough data
8.4
175
Not enough data
8.4
166
Not enough data
Agentic AI - Sales Planning
8.5
58
Not enough data
8.6
57
Not enough data
Agentic AI - Lead Scoring
7.9
57
Not enough data
8.2
55
Not enough data
8.0
58
Not enough data
8.2
59
Not enough data
Attribution
8.9
454
Not enough data
8.9
458
Not enough data
8.6
436
Not enough data
Discovery
8.9
463
Not enough data
8.6
455
Not enough data
8.6
432
Not enough data
Management
8.5
420
Not enough data
8.6
442
Not enough data
Platform
8.6
432
Not enough data
8.6
431
Not enough data
Agentic AI - Sales Performance Management
8.5
75
Not enough data
8.6
74
Not enough data
8.5
76
Not enough data
Incentives
8.2
438
Not enough data
8.4
502
Not enough data
8.0
435
Not enough data
8.6
513
Not enough data
Personalization
8.6
484
Not enough data
8.8
562
Not enough data
8.9
595
Not enough data
8.6
536
Not enough data
Administrative
8.7
565
Not enough data
8.5
527
Not enough data
8.4
509
Not enough data
Agentic AI - Email Tracking
8.2
63
Not enough data
8.4
61
Not enough data
8.4
61
Not enough data
8.3
62
Not enough data
8.4
62
Not enough data
8.3
61
Not enough data
8.4
64
Not enough data
Analytics
8.3
567
Not enough data
8.4
576
Not enough data
8.3
590
Not enough data
Customizations
8.7
622
Not enough data
8.5
592
Not enough data
8.6
625
Not enough data
8.4
570
Not enough data
8.4
597
Not enough data
Generative AI
7.5
290
Not enough data
Agentic AI - Sales Analytics
8.3
81
Not enough data
8.6
81
Not enough data
8.4
81
Not enough data
8.4
80
Not enough data
8.3
81
Not enough data
Data Sourcing
8.5
969
Not enough data
8.7
1000
Not enough data
8.4
903
Not enough data
8.7
1032
Not enough data
8.6
963
Not enough data
Predictive Analytics
8.4
948
Not enough data
8.6
964
Not enough data
8.1
856
Not enough data
8.3
897
Not enough data
Sales Management
8.7
986
Not enough data
8.1
858
Not enough data
8.6
982
Not enough data
8.8
1051
Not enough data
Agentic AI - Outbound Call Tracking
8.6
39
Not enough data
8.6
40
Not enough data
Calling
8.5
186
Not enough data
8.4
177
Not enough data
8.7
186
Not enough data
8.7
184
Not enough data
8.6
45
Not enough data
Contacts
8.8
177
Not enough data
8.7
180
Not enough data
8.7
182
Not enough data
Insights
9.1
189
Not enough data
8.9
183
Not enough data
8.3
179
Not enough data
8.5
189
Not enough data
8.4
183
Not enough data
8.7
39
Not enough data
Agentic AI - Sales Coaching
9.1
22
Not enough data
9.0
22
Not enough data
9.2
23
Not enough data
9.3
23
Not enough data
Training
8.8
258
Not enough data
8.8
250
Not enough data
8.5
209
Not enough data
8.5
244
Not enough data
Feedback
8.8
239
Not enough data
8.6
234
Not enough data
8.6
215
Not enough data
8.6
202
Not enough data
8.8
226
Not enough data
8.9
229
Not enough data
8.7
200
Not enough data
Generative AI
7.7
72
Not enough data
Agentic AI - Sales Enablement
8.0
34
Not enough data
8.0
33
Not enough data
8.2
34
Not enough data
Content Management
8.3
352
Not enough data
8.1
343
Not enough data
8.2
329
Not enough data
8.5
318
Not enough data
8.3
336
Not enough data
Analytics
8.7
347
Not enough data
8.4
344
Not enough data
8.5
225
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
29
Not enough data
8.8
28
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Agentic AI - Revenue AI Platforms
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
Platform - Revenue AI Platforms
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
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Agentforce Sales (formerly Salesforce Sales Cloud) and Phocas Software share no categories
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, CRM, and Revenue AI Platforms
Phocas Software is categorized as Budgeting and Forecasting, Analytics Platforms, FP&A (Financial Planning & Analysis), Rebate Management, and Financial Analysis
Reviews
Reviewers' Company Size
Agentforce Sales (formerly Salesforce Sales Cloud)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Phocas Software
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
59.7%
Wholesale
39.7%
Electrical/Electronic Manufacturing
8.2%
Consumer Goods
5.4%
Building Materials
4.3%
Construction
4.3%
Other
38.0%
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
What is Phocas Software used for?
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Official Response from Phocas Software
Phocas Software is a Business Planning and Analytics (BP&A) platform that integrates with your ERP and any other business software you have. We work hard to...Read more
Why could I not download the word document I set the screenshot of me using Phocas on?
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AR
Comment deleted by user.Read more
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