# Agentforce Sales (formerly Salesforce Sales Cloud) vs Workbooks Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Agentforce Sales excels in automating administrative tasks, significantly reducing the mental load for users. Features like automated follow-ups and real-time insights into customer and pipeline data allow for personalized outreach at scale, making it a favorite among sales teams.
- **Users say** that Workbooks stands out as a comprehensive all-in-one CRM and business platform. Reviewers appreciate its ability to unify various functions such as CRM, sales automation, and customer support, which helps streamline workflows and reduces the need to switch between multiple applications.
- **According to verified reviews** , Agentforce Sales has a much higher overall satisfaction score, reflecting its strong market presence and user approval. With a G2 Score of 99.45, users highlight features like the autonomous SDR Agent that automates call logging and opportunity updates, enhancing productivity.
- **Reviewers mention** that while Workbooks offers a user-friendly experience, it sometimes lacks the advanced features and integrations that larger teams may require. Users have noted that it effectively breaks down processes step by step, but may not scale as efficiently for more complex sales operations.
- **Users highlight** that Agentforce Sales provides a more robust support system, with a focus on quality assistance. Although both platforms receive positive feedback for support, Agentforce Sales users report a more comprehensive experience, particularly with AI-driven features that keep deals moving smoothly.
- **G2 reviewers indicate** that while Workbooks is free and appealing for small businesses, Agentforce Sales offers a more powerful suite of tools for mid-market companies. Users appreciate the depth of features available in Agentforce Sales, such as advanced analytics and lead scoring, which are crucial for driving sales performance.



| | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 25,793 | 573 | 
| **Largest Market Segment** | Mid-Market (46.0% of reviews) | Small-Business (60.5% of reviews) | 
| **Entry Level Price** | $25.00 1 User Per Month | Free | 

---
## Top Pros & Cons

### Agentforce Sales (formerly Salesforce Sales Cloud)

Pros:
- Features (3167 reviews)
- Ease of Use (2065 reviews)

Cons:
- Learning Curve (1092 reviews)
- Limitations (791 reviews)

### Workbooks

Pros:
- Ease of Use (16 reviews)
- Reporting (8 reviews)

Cons:
- Learning Curve (8 reviews)
- Limitations (6 reviews)

---
## Ratings Comparison
| Rating | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
  | **Meets Requirements** | 8.8 (14187 reviews) | 8.4 (468 reviews) | 
  | **Ease of Use** | 8.2 (18185 reviews) | 8.4 (472 reviews) | 
  | **Ease of Setup** | 7.8 (9120 reviews) | 7.9 (228 reviews) | 
  | **Ease of Admin** | 7.9 (4496 reviews) | 8.2 (235 reviews) | 
  | **Quality of Support** | 8.1 (12387 reviews) | 8.6 (432 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.4 (4462 reviews) | 8.7 (222 reviews) | 
  | **Product Direction (% positive)** | 8.3 (13808 reviews) | 8.7 (460 reviews) | 

---
## Pricing

### Agentforce Sales (formerly Salesforce Sales Cloud)

#### Entry-Level Pricing

Plan: Starter Edition

Price: $25.00 1 User Per Month

Description: Out-of-the-box CRM for up to 10 users

Key Features:
- Automatic data capture
- Lead Management
- Opportunity Management

[Browse all 4 editions](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/pricing)

#### Free Trial

Yes

### Workbooks

#### Entry-Level Pricing

Plan: Free

Price: Free

Description: Free forever

Key Features:
- 2 users
- 1 database
- 1GB free storage

[Browse all 4 editions](https://www.g2.com/products/workbooks/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.2/10 | 11158 |
| **Workbooks** | 8.1/10 | 428 |

#### Sales Force Automation

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Contact & Account Management** | 8.8 (9630 reviews) ✓ Verified | 8.5 (345 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 8.3 (6403 reviews) ✓ Verified | 8.0 (207 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 8.7 (9353 reviews) ✓ Verified | 8.2 (318 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.3 (9560 reviews) ✓ Verified | 8.2 (346 reviews) ✓ Verified | 
| **Territory & Quota Management** | 8.0 (7328 reviews) ✓ Verified | 7.9 (219 reviews) ✓ Verified | 
| **Desktop Integration** | 8.2 (7628 reviews) ✓ Verified | 8.1 (282 reviews) ✓ Verified | 
| **Product & Price List Management** | 8.0 (6768 reviews) ✓ Verified | 7.9 (252 reviews) ✓ Verified | 
| **Quote & Order Management** | 8.1 (6669 reviews) ✓ Verified | 8.1 (248 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.3 (7421 reviews) ✓ Verified | 8.1 (255 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Email Marketing** | 8.0 (6682 reviews) ✓ Verified | 7.9 (269 reviews) ✓ Verified | 
| **Campaign Management** | 8.1 (7002 reviews) ✓ Verified | 7.8 (290 reviews) ✓ Verified | 
| **Lead Management** | 8.5 (8142 reviews) ✓ Verified | 8.0 (309 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.9 (5430 reviews) | 8.0 (215 reviews) ✓ Verified | 

#### Customer Support

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Case Management** | 8.3 (6840 reviews) ✓ Verified | 8.4 (277 reviews) ✓ Verified | 
| **Customer Support Portal** | 8.1 (6388 reviews) ✓ Verified | 8.1 (245 reviews) ✓ Verified | 
| **Knowledge Base** | 8.2 (6794 reviews) ✓ Verified | 8.2 (265 reviews) ✓ Verified | 
| **Call Center Features** | 8.0 (5500 reviews) ✓ Verified | 8.1 (201 reviews) ✓ Verified | 
| **Support Analytics** | 8.2 (5990 reviews) ✓ Verified | 8.2 (208 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Reporting** | 8.5 (9049 reviews) ✓ Verified | 8.2 (343 reviews) ✓ Verified | 
| **Dashboards** | 8.5 (9210 reviews) ✓ Verified | 8.1 (343 reviews) ✓ Verified | 
| **Forecasting** | 8.2 (7486 reviews) ✓ Verified | 8.0 (253 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Social Collaboration Features** | 7.9 (5632 reviews) ✓ Verified | 7.8 (168 reviews) ✓ Verified | 
| **Social Network Integration** | 7.8 (5248 reviews) ✓ Verified | 7.7 (165 reviews) ✓ Verified | 
| **Mobile User Support** | 7.7 (6112 reviews) ✓ Verified | 7.5 (207 reviews) ✓ Verified | 

#### Platform

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Customization** | 8.5 (3695 reviews) ✓ Verified | 8.4 (186 reviews) ✓ Verified | 
| **Workflow Capability** | 8.5 (3701 reviews) ✓ Verified | 8.2 (155 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.6 (3648 reviews) ✓ Verified | 8.5 (184 reviews) ✓ Verified | 
| **Internationalization** | 8.4 (2906 reviews) ✓ Verified | 8.0 (107 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 8.5 (3188 reviews) ✓ Verified | 8.3 (108 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | 8.1 (3206 reviews) ✓ Verified | 7.8 (129 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.7 (3686 reviews) ✓ Verified | 8.5 (187 reviews) ✓ Verified | 
| **Output Document Generation** | 8.1 (3032 reviews) | 8.2 (144 reviews) ✓ Verified | 

#### Integration

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Data Import & Export Tools** | 8.5 (2615 reviews) ✓ Verified | 8.3 (183 reviews) ✓ Verified | 
| **Integration APIs** | 8.5 (3108 reviews) ✓ Verified | 8.2 (137 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 8.5 (2921 reviews) ✓ Verified | 7.7 (113 reviews) | 

#### Generative AI

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **AI Text Generation** | 7.6 (903 reviews) | 6.7 (16 reviews) | 

#### Agentic AI - CRM

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 8.1 (297 reviews) | Not enough data | 
| **Multi-step Planning** | 8.0 (254 reviews) | Not enough data | 
| **Cross-system Integration** | 8.3 (275 reviews) | Not enough data | 
| **Adaptive Learning** | 8.1 (239 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.1 (244 reviews) | Not enough data | 
| **Proactive Assistance** | 8.2 (266 reviews) | Not enough data | 
| **Decision Making** | 8.3 (263 reviews) | Not enough data | 

### Business Intelligence

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | N/A | N/A |
| **Workbooks** | N/A | N/A |

#### Reports

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Reports Interface** | Not enough data | Not enough data | 
| **Steps to Answer** | Not enough data | Not enough data | 
| **Graphs and Charts** | Not enough data | Not enough data | 
| **Score Cards** | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | Not enough data | 

#### Self Service 

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Calculated Fields** | Not enough data | Not enough data | 
| **Data Column Filtering** | Not enough data | Not enough data | 
| **Data Discovery** | Not enough data | Not enough data | 
| **Search** | Not enough data | Not enough data | 
| **Collaboration / Workflow** | Not enough data | Not enough data | 
| **Automodeling** | Not enough data | Not enough data | 

#### Advanced Analytics

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Big Data Services** | Not enough data | Not enough data | 

#### Building Reports

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Data Transformation** | Not enough data | Not enough data | 
| **Data Modeling** | Not enough data | Not enough data | 
| **WYSIWYG Report Design** | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | 

#### Platform

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Mobile User Support** | Not enough data | Not enough data | 
| **Customization ** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **Sandbox / Test Environments** | Not enough data | Not enough data | 
| **Performance and Reliability** | Not enough data | Not enough data | 
| **Breadth of Partner Applications** | Not enough data | Not enough data | 

### Location Intelligence

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.5/10 | 46 |
| **Workbooks** | N/A | N/A |

#### Cartography

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Map Design** | 8.7 (36 reviews) | Not enough data | 
| **Vector Mapping ** | 8.4 (32 reviews) | Not enough data | 
| **Data Visualization** | 8.6 (36 reviews) | Not enough data | 
| **Overlaying** | 8.4 (36 reviews) | Not enough data | 

#### Analysis

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Predictive Analysis** | 8.3 (29 reviews) | Not enough data | 
| **Distance Analysis ** | 8.5 (36 reviews) | Not enough data | 
| **Spatial Analysis** | 8.4 (32 reviews) | Not enough data | 
| **Data Stream** | 8.4 (31 reviews) | Not enough data | 

#### Reporting

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Data Transformation** | 8.7 (30 reviews) | Not enough data | 
| **WYSIWYG Design** | 8.3 (25 reviews) | Not enough data | 
| **API Integrations** | 8.6 (23 reviews) | Not enough data | 

### Lead Generation

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | N/A | N/A |
| **Workbooks** | N/A | N/A |

#### Lead Generation

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Lead Builder** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 
| **Marketing Automation Integration** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Data Import & Export Tools** | Not enough data | Not enough data | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.9/10 | 426 |
| **Workbooks** | N/A | N/A |

#### Lead Facilitation

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Customer-facing Chatbot** | 8.6 (273 reviews) | Not enough data | 
| **Lead Qualification** | 8.8 (298 reviews) | Not enough data | 
| **Lead Follow-up** | 8.8 (321 reviews) | Not enough data | 
| **Meeting Scheduling ** | 8.7 (293 reviews) | Not enough data | 

#### Organization

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Opportunity and Pipeline Management ** | 9.0 (356 reviews) | Not enough data | 
| **Data Entry** | 8.8 (349 reviews) | Not enough data | 
| **Integrations / APIs** | 8.8 (344 reviews) | Not enough data | 

#### Performance Analysis

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Coaching ** | 8.4 (287 reviews) | Not enough data | 
| **Peformance Tracking** | 8.8 (311 reviews) | Not enough data | 

#### Sales Analysis

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **ROI Forecasting ** | 8.5 (285 reviews) | Not enough data | 
| **Sales Forecasting ** | 8.8 (303 reviews) | Not enough data | 

#### Generative AI

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **AI Text Generation** | 8.5 (126 reviews) | Not enough data | 
| **AI Text Summarization** | 8.5 (125 reviews) | Not enough data | 

#### Agentic AI - AI Sales Assistant

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 9.2 (32 reviews) | Not enough data | 
| **Multi-step Planning** | 9.2 (31 reviews) | Not enough data | 
| **Cross-system Integration** | 9.0 (28 reviews) | Not enough data | 
| **Adaptive Learning** | 9.1 (27 reviews) | Not enough data | 
| **Natural Language Interaction** | 9.3 (28 reviews) | Not enough data | 
| **Proactive Assistance** | 9.0 (28 reviews) | Not enough data | 
| **Decision Making** | 9.3 (30 reviews) | Not enough data | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.3/10 | 619 |
| **Workbooks** | N/A | N/A |

#### Integrated Workflows

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Task Management** | 8.7 (522 reviews) | Not enough data | 
| **Email Tracking/Automation** | 8.5 (511 reviews) | Not enough data | 
| **Calls and Voice** | 8.1 (466 reviews) | Not enough data | 
| **Other Outreach Options ** | 8.1 (460 reviews) | Not enough data | 
| **CRM Integration** | 8.9 (525 reviews) | Not enough data | 
| **Calendar** | 8.4 (468 reviews) | Not enough data | 
| **Shared Records** | 8.6 (481 reviews) | Not enough data | 

#### Repeatability and Reportability

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Content Management** | 8.4 (482 reviews) | Not enough data | 
| **Workflow Management** | 8.7 (501 reviews) | Not enough data | 
| **Workflow Performance** | 8.7 (498 reviews) | Not enough data | 
| **Sales Coaching and Insights** | 8.3 (482 reviews) | Not enough data | 
| **Gamification** | 7.8 (415 reviews) | Not enough data | 

#### AI and Automation

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Lead Prioritization** | 8.5 (463 reviews) | Not enough data | 
| **Lead Scoring** | 8.4 (470 reviews) | Not enough data | 
| **Best Time of Day Scheduling** | 8.3 (427 reviews) | Not enough data | 
| **Buyer Intelligence** | 8.0 (431 reviews) | Not enough data | 
| **Machine Learning** | 7.8 (416 reviews) | Not enough data | 

#### Generative AI

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **AI Text Generation** | 7.4 (269 reviews) | Not enough data | 

#### Agentic AI - Sales Engagement

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 8.3 (88 reviews) | Not enough data | 
| **Multi-step Planning** | 8.5 (89 reviews) | Not enough data | 
| **Cross-system Integration** | 8.6 (87 reviews) | Not enough data | 
| **Adaptive Learning** | 8.4 (88 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.3 (88 reviews) | Not enough data | 
| **Proactive Assistance** | 8.2 (88 reviews) | Not enough data | 
| **Decision Making** | 8.5 (88 reviews) | Not enough data | 

### Conversation Intelligence

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.9/10 | 184 |
| **Workbooks** | N/A | N/A |

#### Call Analytics

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Call Recording** | 8.7 (133 reviews) | Not enough data | 
| **Machine Learning** | 8.6 (137 reviews) | Not enough data | 
| **Call Analysis** | 8.7 (133 reviews) | Not enough data | 
| **Lead Qualification** | 8.9 (134 reviews) | Not enough data | 

#### Artificial Intelligence - Conversation Intelligence

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Customer Scoring** | 8.7 (142 reviews) | Not enough data | 
| **Speech-to-Text** | 8.7 (126 reviews) | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **AI Text Summarization** | 8.3 (60 reviews) | Not enough data | 

#### Agentic AI - Conversation Intelligence

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 8.8 (14 reviews) | Not enough data | 
| **Multi-step Planning** | 9.2 (15 reviews) | Not enough data | 
| **Cross-system Integration** | 9.3 (15 reviews) | Not enough data | 
| **Adaptive Learning** | 9.2 (15 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.8 (14 reviews) | Not enough data | 
| **Proactive Assistance** | 8.8 (15 reviews) | Not enough data | 
| **Decision Making** | 9.1 (15 reviews) | Not enough data | 

### Revenue Operations & Intelligence (RO&I)

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.4/10 | 83 |
| **Workbooks** | N/A | N/A |

#### Revenue Sourcing and Forecasting

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Revenue History** | 8.7 (67 reviews) | Not enough data | 
| **Pipeline Management** | 8.6 (70 reviews) | Not enough data | 
| **Dashboard Analytics** | 8.9 (70 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.6 (64 reviews) | Not enough data | 
| **Data Segmentation** | 8.6 (67 reviews) | Not enough data | 
| **Predictive Forecasting** | 8.4 (59 reviews) | Not enough data | 
| **Revenue Operations Cadence** | 8.2 (59 reviews) | Not enough data | 

#### CRM Data Enrichment

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Calendar Sync** | 8.1 (65 reviews) | Not enough data | 
| **Email Activity Capture** | 8.5 (63 reviews) | Not enough data | 
| **Conversation Intelligence** | 8.2 (60 reviews) | Not enough data | 
| **Marketing Leads** | 8.2 (66 reviews) | Not enough data | 
| **Contact Capture** | 8.5 (57 reviews) | Not enough data | 

#### Account Management

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Nonengaged Accounts** | 8.3 (64 reviews) | Not enough data | 
| **Account optimization** | 8.1 (64 reviews) | Not enough data | 
| **Historical Patterns** | 8.1 (61 reviews) | Not enough data | 
| **Rep Performance** | 8.3 (60 reviews) | Not enough data | 
| **Account Engagement** | 8.7 (57 reviews) | Not enough data | 
| **Historical Win/Loss Patterns** | 8.4 (57 reviews) | Not enough data | 

#### Agentic AI - Revenue Operations & Intelligence (RO&I)

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 8.2 (23 reviews) | Not enough data | 
| **Cross-system Integration** | 8.5 (24 reviews) | Not enough data | 
| **Adaptive Learning** | 8.5 (22 reviews) | Not enough data | 
| **Proactive Assistance** | 8.2 (22 reviews) | Not enough data | 
| **Decision Making** | 8.4 (24 reviews) | Not enough data | 

### Field Sales

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.7/10 | 40 |
| **Workbooks** | N/A | N/A |

#### Territory Mapping

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Custom Territory Mapping** | 8.8 (32 reviews) | Not enough data | 
| **Strategic Selling** | 8.6 (30 reviews) | Not enough data | 
| **Automatic Rep Assignment** | 8.5 (30 reviews) | Not enough data | 

#### Route Planning

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Lead Priority** | 9.0 (29 reviews) | Not enough data | 
| **Optimized Sales Routes** | 9.0 (31 reviews) | Not enough data | 
| **Map Directions** | 9.2 (32 reviews) | Not enough data | 

#### Sales Performance Management

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Gamification** | 8.3 (27 reviews) | Not enough data | 
| **Performance Dashboards** | 8.4 (30 reviews) | Not enough data | 
| **Sales Rep Tracker** | 9.0 (30 reviews) | Not enough data | 

#### Presentation and Forms

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Video and Interactive Media** | 8.1 (26 reviews) | Not enough data | 
| **Digital Contracts** | 8.3 (29 reviews) | Not enough data | 
| **E-signature** | 8.6 (29 reviews) | Not enough data | 

### A/B Testing

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | N/A | N/A |
| **Workbooks** | N/A | N/A |

#### Computing

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **WYSIWYG** | Not enough data | Not enough data | 
| **AI/Machine Learning** | Not enough data | Not enough data | 
| **Little to No Coding** | Not enough data | Not enough data | 

#### Experimental Design

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Multivariate testing capacities** | Not enough data | Not enough data | 
| **Concurrent Testing** | Not enough data | Not enough data | 
| **Mobile Testing** | Not enough data | Not enough data | 

#### Analytics

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Reporting and Analytics** | Not enough data | Not enough data | 
| **Heatmaps** | Not enough data | Not enough data | 

#### Agentic AI - A/B Testing

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Business Scheduling

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.3/10 | 181 |
| **Workbooks** | N/A | N/A |

#### Integrations

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **MS Teams Integration** | 8.1 (158 reviews) | Not enough data | 
| **Email Integration** | 8.6 (160 reviews) | Not enough data | 
| **Zoom Integration** | 8.1 (159 reviews) | Not enough data | 
| **Google Meet Integration** | 8.1 (158 reviews) | Not enough data | 
| **Salesforce Integration** | 8.8 (161 reviews) | Not enough data | 

#### Branding & Customizatio

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Custom Booking Page** | 8.1 (153 reviews) | Not enough data | 
| **Personalized Links** | 8.2 (157 reviews) | Not enough data | 
| **Personalized Web Embed** | 8.3 (156 reviews) | Not enough data | 

#### Automatic Rules & Configurations

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Set Working Hours** | 8.4 (157 reviews) | Not enough data | 
| **Automatic Updates** | 8.3 (157 reviews) | Not enough data | 
| **Buffer Times** | 8.1 (159 reviews) | Not enough data | 

#### Agentic AI - Business Scheduling

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 8.4 (34 reviews) | Not enough data | 
| **Multi-step Planning** | 8.4 (35 reviews) | Not enough data | 

### Sales Planning

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.5/10 | 197 |
| **Workbooks** | N/A | N/A |

#### Sales Performance Features - Sales Planning

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Account Scoring** | 8.5 (174 reviews) | Not enough data | 
| **Revenue Planning** | 8.6 (163 reviews) | Not enough data | 
| **Account Segmentation** | 8.5 (168 reviews) | Not enough data | 
| **Sales Performance** | 8.7 (170 reviews) | Not enough data | 
| **Sales Forecasting** | 8.7 (172 reviews) | Not enough data | 
| **Integrations** | 8.9 (167 reviews) | Not enough data | 
| **Scenario Modeling** | 8.2 (163 reviews) | Not enough data | 

#### Territory Management - Sales Planning

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Territory Management** | 8.6 (165 reviews) | Not enough data | 
| **Territory Planning** | 8.5 (171 reviews) | Not enough data | 

#### Quota & Capacity Management - Sales Planning

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Quota Management** | 8.4 (167 reviews) | Not enough data | 
| **Capacity Management** | 8.4 (175 reviews) | Not enough data | 
| **Quota Planning** | 8.4 (167 reviews) | Not enough data | 

#### Agentic AI - Sales Planning

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 8.5 (57 reviews) | Not enough data | 
| **Multi-step Planning** | 8.6 (56 reviews) | Not enough data | 

### Lead Scoring

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.5/10 | 514 |
| **Workbooks** | 7.6/10 | 15 |

#### Agentic AI - Lead Scoring

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 7.9 (55 reviews) | Not enough data | 
| **Cross-system Integration** | 8.2 (54 reviews) | Not enough data | 
| **Adaptive Learning** | 8.0 (55 reviews) | Not enough data | 
| **Decision Making** | 8.1 (56 reviews) | Not enough data | 

#### Attribution

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Lead Opportunity** | 8.9 (453 reviews) | 7.5 (12 reviews) | 
| **Lead Assignment** | 8.9 (459 reviews) | 8.2 (13 reviews) | 
| **Pipeline Acceleration** | 8.6 (434 reviews) | 7.6 (11 reviews) | 

#### Discovery

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Lead Management** | 8.9 (463 reviews) | 8.1 (13 reviews) | 
| **Scoring/Ranking** | 8.6 (453 reviews) | 7.4 (12 reviews) | 
| **Lead Context** | 8.6 (430 reviews) | 7.5 (12 reviews) | 

#### Management

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Conversion Viability** | 8.5 (418 reviews) | 7.9 (11 reviews) | 
| **Workflow** | 8.6 (439 reviews) | 7.1 (11 reviews) | 

#### Platform

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Data Synchronization** | 8.6 (429 reviews) | 7.3 (14 reviews) | 
| **Analysis** | 8.6 (430 reviews) | 7.5 (14 reviews) | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.5/10 | 685 |
| **Workbooks** | 7.4/10 | 15 |

#### Agentic AI - Sales Performance Management

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 8.5 (69 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.7 (69 reviews) | Not enough data | 
| **Proactive Assistance** | 8.5 (70 reviews) | Not enough data | 

#### Incentives

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Badges** | 8.2 (433 reviews) | 6.7 (9 reviews) | 
| **Triggers** | 8.4 (496 reviews) | 6.7 (8 reviews) | 
| **Commission Calculator** | 8.0 (430 reviews) | 6.3 (9 reviews) | 
| **Leaderboards** | 8.6 (508 reviews) | 7.1 (12 reviews) | 

#### Personalization

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Profiles** | 8.6 (478 reviews) | 7.3 (10 reviews) | 
| **Custom Reports** | 8.8 (556 reviews) | 8.6 (12 reviews) | 
| **Dashboards** | 8.9 (589 reviews) | 8.5 (14 reviews) | 
| **Goal Setting** | 8.6 (532 reviews) | 6.9 (9 reviews) | 

#### Administrative

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Integration** | 8.7 (559 reviews) | 8.0 (11 reviews) | 
| **Employee Structure** | 8.5 (522 reviews) | 7.6 (11 reviews) | 
| **Behavior Monitoring** | 8.4 (503 reviews) | 7.5 (10 reviews) | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.4/10 | 715 |
| **Workbooks** | N/A | N/A |

#### Agentic AI - Email Tracking

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 8.2 (62 reviews) | Not enough data | 
| **Multi-step Planning** | 8.4 (60 reviews) | Not enough data | 
| **Cross-system Integration** | 8.4 (60 reviews) | Not enough data | 
| **Adaptive Learning** | 8.3 (62 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.4 (61 reviews) | Not enough data | 
| **Proactive Assistance** | 8.3 (60 reviews) | Not enough data | 
| **Decision Making** | 8.4 (63 reviews) | Not enough data | 

#### Analytics

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Open Rates** | 8.3 (569 reviews) | Not enough data | 
| **Link Activity** | 8.4 (576 reviews) | Not enough data | 
| **Attachment Activity** | 8.3 (590 reviews) | Not enough data | 

#### Customizations

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Email Platform Integration** | 8.7 (623 reviews) | Not enough data | 
| **Email Scheduling** | 8.5 (592 reviews) | Not enough data | 
| **Notifications** | 8.6 (625 reviews) | Not enough data | 
| **Email Categorization** | 8.4 (570 reviews) | Not enough data | 
| **Templates** | 8.4 (598 reviews) | Not enough data | 

#### Generative AI

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **AI Text Generation** | 7.5 (289 reviews) | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.5/10 | 1200 |
| **Workbooks** | 8.2/10 | 19 |

#### Agentic AI - Sales Analytics

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 8.4 (78 reviews) | Not enough data | 
| **Cross-system Integration** | 8.6 (79 reviews) | Not enough data | 
| **Adaptive Learning** | 8.4 (78 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.4 (77 reviews) | Not enough data | 
| **Proactive Assistance** | 8.3 (78 reviews) | Not enough data | 

#### Data Sourcing

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Data Sourcing** | 8.5 (967 reviews) | 8.1 (12 reviews) | 
| **Exporting & Sharing Data** | 8.7 (997 reviews) | 8.7 (13 reviews) | 
| **Multi-Device Data Visualization** | 8.4 (899 reviews) | 7.7 (11 reviews) | 
| **Interactive Dashboards** | 8.7 (1028 reviews) | 8.2 (14 reviews) | 
| **Data Segmentation** | 8.6 (959 reviews) | 8.3 (15 reviews) | 

#### Predictive Analytics

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Lead Scoring** | 8.4 (945 reviews) | 8.3 (13 reviews) | 
| **Opportunity Scoring** | 8.6 (959 reviews) | 8.6 (12 reviews) | 
| **Risk Analysis** | 8.1 (852 reviews) | 7.6 (11 reviews) | 
| **Live Forecasting** | 8.3 (893 reviews) | 8.0 (14 reviews) | 

#### Sales Management

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Live Pipeline Management** | 8.7 (983 reviews) | 8.6 (14 reviews) | 
| **Sales Gamification** | 8.1 (854 reviews) | 7.7 (11 reviews) | 
| **Account-Based Analytics** | 8.6 (977 reviews) | 8.3 (12 reviews) | 
| **Activity Tracking** | 8.8 (1046 reviews) | 8.7 (14 reviews) | 

### Outbound Call Tracking

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.7/10 | 222 |
| **Workbooks** | N/A | N/A |

#### Agentic AI - Outbound Call Tracking

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 8.6 (38 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.6 (39 reviews) | Not enough data | 

#### Calling

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Record Calls** | 8.5 (185 reviews) | Not enough data | 
| **Generate Location** | 8.4 (176 reviews) | Not enough data | 
| **Call Types** | 8.7 (185 reviews) | Not enough data | 
| **Click-to-Call** | 8.7 (183 reviews) | Not enough data | 
| **Auto Dialer** | 8.6 (44 reviews) | Not enough data | 

#### Contacts

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Personalization** | 8.8 (176 reviews) | Not enough data | 
| **Information Locater** | 8.7 (179 reviews) | Not enough data | 
| **Record Prospect Data** | 8.7 (181 reviews) | Not enough data | 

#### Insights

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Notes** | 9.1 (189 reviews) | Not enough data | 
| **Daily Summary** | 8.9 (182 reviews) | Not enough data | 
| **Automated Voicemails** | 8.3 (178 reviews) | Not enough data | 
| **Automated Emails** | 8.5 (188 reviews) | Not enough data | 
| **Sorts Prospects** | 8.4 (182 reviews) | Not enough data | 
| **Automated Note Taking** | 8.7 (38 reviews) | Not enough data | 

### Sales Coaching

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.7/10 | 310 |
| **Workbooks** | N/A | N/A |

#### Agentic AI - Sales Coaching

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Multi-step Planning** | 9.0 (20 reviews) | Not enough data | 
| **Cross-system Integration** | 8.9 (20 reviews) | Not enough data | 
| **Adaptive Learning** | 9.1 (20 reviews) | Not enough data | 
| **Decision Making** | 9.2 (20 reviews) | Not enough data | 

#### Training

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Knowledge Base** | 8.8 (255 reviews) | Not enough data | 
| **Coaching Materials** | 8.8 (247 reviews) | Not enough data | 
| **Playbook Creation** | 8.5 (207 reviews) | Not enough data | 
| **Video Record** | 8.5 (242 reviews) | Not enough data | 

#### Feedback

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Review** | 8.8 (236 reviews) | Not enough data | 
| **Scorecard** | 8.6 (232 reviews) | Not enough data | 
| **Coaching Card** | 8.6 (213 reviews) | Not enough data | 
| **Leaderboard** | 8.6 (200 reviews) | Not enough data | 
| **Real-Time Updates** | 8.8 (225 reviews) | Not enough data | 
| **Notifications** | 8.9 (226 reviews) | Not enough data | 
| **Competition** | 8.7 (198 reviews) | Not enough data | 

#### Generative AI

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **AI Text Summarization** | 7.6 (70 reviews) | Not enough data | 

### Sales Enablement

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 8.4/10 | 444 |
| **Workbooks** | N/A | N/A |

#### Agentic AI - Sales Enablement

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 8.0 (33 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.0 (33 reviews) | Not enough data | 
| **Proactive Assistance** | 8.2 (33 reviews) | Not enough data | 

#### Content Management

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Content Import** | 8.3 (351 reviews) | Not enough data | 
| **Content Creation** | 8.1 (342 reviews) | Not enough data | 
| **Templates** | 8.2 (328 reviews) | Not enough data | 
| **Advanced Search** | 8.5 (318 reviews) | Not enough data | 
| **Content Storage** | 8.3 (335 reviews) | Not enough data | 

#### Analytics

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Reporting** | 8.7 (347 reviews) | Not enough data | 
| **Alerts** | 8.4 (345 reviews) | Not enough data | 
| **Account-Based Engagement** | 8.5 (226 reviews) | Not enough data | 
| **Content Utilization** | 8.3 (351 reviews) | Not enough data | 

#### Learning Management - Sales Enablement

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Sales Training ** | 8.4 (27 reviews) | Not enough data | 
| **Sales Coaching** | 8.4 (27 reviews) | Not enough data | 
| **Sales Onboarding** | 8.5 (27 reviews) | Not enough data | 

#### Revenue Enablement - Sales Enablement

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Cross-Functional Alignment** | 8.3 (26 reviews) | Not enough data | 
| **AI and Automation** | 8.3 (28 reviews) | Not enough data | 
| **End-to-End Customer Journey Insights** | 8.8 (27 reviews) | Not enough data | 

### Revenue AI Platforms

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Sales (formerly Salesforce Sales Cloud)** | 10.0/10 | 8 |
| **Workbooks** | N/A | N/A |

#### Agentic AI - Revenue AI Platforms

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Autonomous Task Execution** | 10.0 (5 reviews) | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 

#### Platform - Revenue AI Platforms

| Feature | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Conversation Intelligence** | Not enough data | Not enough data | 
| **Predictive Forecasting** | Not enough data | Not enough data | 
| **CRM Data Enrichment** | 10.0 (6 reviews) | Not enough data | 
| **Actionable Insights** | Not enough data | Not enough data | 
| **Risk Flagging** | Not enough data | Not enough data | 
| **Workflow Orchestration** | Not enough data | Not enough data | 
| **Sales Coaching** | Not enough data | Not enough data | 
| **Pipeline & Deal Management** | 9.7 (5 reviews) | Not enough data | 
| **Customer Data Capture** | 10.0 (6 reviews) | Not enough data | 

---
## Categories
**Shared Categories (4):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [CRM Software](https://www.g2.com/categories/crm)

**Unique to Agentforce Sales (formerly Salesforce Sales Cloud) (13):** [Sales Planning Software](https://www.g2.com/categories/sales-planning), [Business Scheduling Software](https://www.g2.com/categories/business-scheduling), [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i), [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence), [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Location Intelligence Software](https://www.g2.com/categories/location-intelligence), [Field Sales Software](https://www.g2.com/categories/field-sales), [Sales Coaching Software](https://www.g2.com/categories/sales-coaching), [Sales Enablement Software](https://www.g2.com/categories/sales-enablement), [Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Revenue AI Platforms](https://www.g2.com/categories/revenue-ai-platforms)

**Unique to Workbooks (1):** [A/B Testing Tools](https://www.g2.com/categories/a-b-testing-tools)


---
## Reviewer Demographics

### By Company Size

| Segment | Agentforce Sales (formerly Salesforce Sales Cloud) | Workbooks | 
|---|---|---|
| **Small-Business** | 20.6% | 60.5% | 
| **Mid-Market** | 46.0% | 34.3% | 
| **Enterprise** | 33.4% | 5.2% | 

### By Industry

#### Agentforce Sales (formerly Salesforce Sales Cloud)

- **Computer Software:** 13.5%
- **Information Technology and Services:** 11.8%
- **Financial Services:** 6.8%
- **Marketing and Advertising:** 4.9%
- **Internet:** 3.2%
- **Non-Profit Organization Management:** 3.0%
- **Telecommunications:** 2.9%
- **Hospital & Health Care:** 2.6%
- **Consulting:** 2.4%
- **Education Management:** 2.4%
- **Other:** 46.5%

#### Workbooks

- **Information Technology and Services:** 8.3%
- **Computer Software:** 7.4%
- **Accounting:** 6.1%
- **Marketing and Advertising:** 6.1%
- **Retail:** 4.9%
- **Education Management:** 3.2%
- **Construction:** 3.2%
- **Financial Services:** 3.0%
- **Market Research:** 2.5%
- **Non-Profit Organization Management:** 2.3%
- **Other:** 53.0%

---
## Alternatives

### Alternatives to Agentforce Sales (formerly Salesforce Sales Cloud)

- [Clari](https://www.g2.com/products/clari/reviews) — 4.6/5 stars (5602 reviews)
- [Salesloft](https://www.g2.com/products/salesloft/reviews) — 4.5/5 stars (4287 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13807 reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — 4.7/5 stars (9649 reviews)
- [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3569 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Gong](https://www.g2.com/products/gong/reviews) — 4.7/5 stars (6644 reviews)
- [Membrain](https://www.g2.com/products/membrain/reviews) — 4.6/5 stars (222 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2039 reviews)

### Alternatives to Workbooks

- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13807 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1427 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (478 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1114 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (998 reviews)
- [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) — 4.2/5 stars (942 reviews)

---
## Top Discussions

### Agentforce Sales (formerly Salesforce Sales Cloud)

- Title: [When do you need a CRM?](https://www.g2.com/discussions/31049-when-do-you-need-a-crm) — 11 comments, 3 upvotes
  > **Top comment:** "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..."
- Title: [How can total cost of ownership (TCO) be made better using Salesforce?](https://www.g2.com/discussions/10232-how-can-total-cost-of-ownership-tco-be-made-better-using-salesforce) — 11 comments, 1 upvote
  > **Top comment:** "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 "
- Title: [What are the features of CRM software?](https://www.g2.com/discussions/salesforce-sales-cloud-what-are-the-features-of-crm-software) — 8 comments, 2 upvotes
  > **Top comment:** " 1. Workflow automation , Customization , Third-party integration , Customer service , Employee tracking , Lead management , Real-time data , CRM analytics ,..."
- Title: [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) — 7 comments
  > **Top comment:** "unify email, social, phone, and chat support and helps manage every channel from one view"
- Title: [How do I figure out how to run report of my own sales techniques](https://www.g2.com/discussions/how-do-i-figure-out-how-to-run-report-of-my-own-sales-techniques) — 7 comments, 1 upvote
  > **Top comment:** "I would need to know about your set up and exactly what you are trying to accomplish."

### Workbooks

- Title: [Workbooks deleted item recovery](https://www.g2.com/discussions/workbooks-deleted-item-recovery) — 2 comments, 1 upvote
  > **Top comment:** "Currently in Workbooks there are 2 solutions to this.

1) using optional advance audit you can see everything users do, from delete, update etc and..."
- Title: [Which Email marketing products is Workbooks integrated with ?](https://www.g2.com/discussions/which-email-marketing-products-is-workbooks-integrated-with) — 2 comments, 1 upvote
  > **Top comment:** "Workbooks has out of the box free included integration with Mailchimp. Dotmailer and Constant Contact (MPZmail integration will also be available from them..."
- Title: [What is Workbooks used for?](https://www.g2.com/discussions/what-is-workbooks-used-for) — 1 comment
  > **Top comment:** "Workbooks is a comprehensive software solution designed to streamline various aspects of business operations, primarily focusing on customer relationship..."
- Title: [We want to make better use of using Mailchimp for our marketing and sending out newsletters.  What's the best way to go about this?](https://www.g2.com/discussions/we-want-to-make-better-use-of-using-mailchimp-for-our-marketing-and-sending-out-newsletters-what-s-the-best-way-to-go-about-this) — 1 comment, 1 upvote
  > **Top comment:** "Hi Yvonne. I apologise that your query hasn't been responded to.  Something seems to have happened to our notifications of new comments and questions on..."
- Title: [what are the different parts in excell? furthermore, what is their capacity?](https://www.g2.com/discussions/46534-what-are-the-different-parts-in-excell-furthermore-what-is-their-capacity) — 1 comment, 1 upvote
  > **Top comment:** "👍👍👍👍👍👍👍👍👍"

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-workbooks)