Salesforce Software

One thing I dislike about Agentforce sales is that the platform can feel overly complex, especially for new users. There are so many features, menus, and configuration options that it creates a steep learning curve and can slow adoption for teams that aren’t very technically experienced.

Another downside is pricing. The platform can become expensive as companies add more users, integrations, AI features, and customization. For small businesses, the overall cost can be difficult to justify.

I also think the AI capabilities are still evolving. Some users may feel the product is marketed more aggressively than its current maturity level. Avis collecté par et hébergé sur G2.com.

It solves problems related to manual CRM work, slow follow-ups, lead management, and repetitive sales tasks. In many organizations, sales teams spend too much time updating records, tracking customer interactions, assigning leads, and preparing reports instead of focusing on actual selling. Agentforce helps automate these processes using AI and workflow automation.

It also improves response time and decision-making by analyzing CRM data, prioritizing opportunities, and automatically suggesting next actions. Features like AI-driven lead routing, automated follow-ups, sales coaching, and customer interaction summaries reduce operational delays and improve productivity.

The biggest benefit is efficiency. Sales teams can focus more on customer relationships and closing deals instead of repetitive administrative work. Centralized CRM visibility and AI insights also make collaboration between teams easier and more organized. Avis collecté par et hébergé sur G2.com.

Honestly, there isn’t much to dislike, but the process of migrating from our old system was complex, especially consolidating customers from multiple databases. Integrating new acquisitions and handling multi-currency, multi-tenant setups required extra effort and some creative workarounds, but Acumatica’s flexibility helped us address these challenges. I’d also say that while AI features are promising, we’re still exploring their full potential. Avis collecté par et hébergé sur G2.com.

Scalability and flexibility are the biggest strengths for us. Because of features like attributes, we’ve been able to design the underlying data structure so it can live in both big and small buckets, depending on what we need. That makes it easy to add something like a brand attribute for a new product, and then have the data automatically flow throughout the data ecosystem we’ve created. Avis collecté par et hébergé sur G2.com.

What I dislike most about HubSpot is how quickly the pricing scales once your contact list and automation needs grow. A lot of the advanced reporting, workflows, and customization features are locked behind higher tiers, which can feel limiting for growing teams. The platform is also very ecosystem-driven, so once your sales and marketing operations are deeply integrated into HubSpot, switching becomes difficult. Some users also find the workflows slightly clunky for complex automations, and the learning curve can be steep when setting up detailed reporting or lead management systems. Avis collecté par et hébergé sur G2.com.

HubSpot Sales Hub solves the problem of scattered lead management and poor sales-marketing coordination. It helps me track leads, automate follow-ups, and see which campaigns are actually driving conversions. As a marketer, this saves time, improves lead nurturing, and gives better visibility into campaign performance and ROI. Avis collecté par et hébergé sur G2.com.

We haven't explored features like custom calendars or AI responses because we want to keep things personalized for each customer's needs. Avis collecté par et hébergé sur G2.com.

Pipedrive helps us sort customers, determine their needs, and track their sales journey. It categorizes customers by price, product, and location, aiding in scheduling services and follow-ups. It allows us to store customer information and sort categories, which is crucial for tracking and future interactions. Avis collecté par et hébergé sur G2.com.

One of the harder things at my job is when we put a job into Miter we have to wait until the next morning before it will show up in our other system. There is not much I dislike about Netsuite, so far. It has been working great since we got it. Learning it has taken a little bit. The mock cases we went through helped discover any issues we were having. Avis collecté par et hébergé sur G2.com.

When doing the mock cases we were able to go through different screens throughout Miter. Having done them and going back in now has benefited the whole company. I do not know all the issues we went through, but they were all put into Miter as we did the mock cases. It has helped us with tracking jobs so much. Avis collecté par et hébergé sur G2.com.

Sometimes the calling doesn't work. It drops calls. I get too many unnecessary notifications from appointment. I don’t like that it creates new opportunities when I book decision meetings and second meetings, I would prefer if it would just foster the original booking opportunity. Avis collecté par et hébergé sur G2.com.

I use Close to stay organized by tracking meetings and leads. The follow-up prompts for emails, texts, and calls are very useful. I can easily create tasks and appreciate the old version of the opportunities list for clarity. Avis collecté par et hébergé sur G2.com.

La configuration initiale nécessite un certain temps, surtout pour les équipes qui sont nouvelles aux outils CRM. Avis collecté par et hébergé sur G2.com.

Avant d'utiliser CRMOne, nous dépendions fortement des tableurs et des outils déconnectés, ce qui entraînait des doublons de données, des suivis manqués et une visibilité limitée sur notre pipeline de ventes. Avis collecté par et hébergé sur G2.com.

sometimes it is having some issue while entering the time sometimes the error that we cant fix. improve the loading time Avis collecté par et hébergé sur G2.com.

Human capital management, or HCM, is one module that we got hooked on. The employee self-service portal makes our employees more than content. Similarly, in our customer-facing business, an excellent CRM helped our sales, marketing, and after-sales teams align their interests with customers, making them our loyal ambassadors. Avis collecté par et hébergé sur G2.com.

I use ePROMIS ERP for entering employees' timesheets. It's easy to understand and use, requiring minimal training. Avis collecté par et hébergé sur G2.com.

There are a few areas in the UI that could feel smoother, especially while switching between modules or updating records quickly. Sometimes pages take an extra second to load when working with larger contact lists, but overall it has not created any serious issues for my daily work. Avis collecté par et hébergé sur G2.com.

Before using EngageBay, we were managing leads and follow-ups manually through spreadsheets and emails, which made it easy to miss tasks or delayed responses. Now everything is tracked in one system including deals, calls, notes and follow-ups.

It has helped us respond to leads faster, keep the sales pipeline organized, and maintain better follow-up consistency without needing additional tools. For a growing business it has been practical and easy to manage without a complicated setup. Avis collecté par et hébergé sur G2.com.

Ce que je déteste le plus, c'est le créateur d'e-mails. Il est maladroit, difficile à utiliser et pas très intuitif.

Une autre chose que je n'aime pas, c'est le système de reporting. La façon dont il filtre et affiche les métriques est difficile à comprendre et à naviguer. Je préférerais qu'il soit plus simple et axé sur ce qui compte, comme l'efficacité du titre de l'e-mail, le taux d'ouverture et le taux de clics.

De plus, la fonctionnalité de duplication de campagne pourrait être améliorée. Il serait utile que chaque campagne dupliquée puisse être regroupée dans une seule catégorie pour que je puisse les trouver rapidement, au lieu de finir avec une copie isolée à chaque fois. Avis collecté par et hébergé sur G2.com.

Les CRM et les automatisations sont les principales fonctionnalités que j'apprécie le plus. Avis collecté par et hébergé sur G2.com.

Pour certaines entreprises, il y a trop d'options qui peuvent être complexes ou trop puissantes pour une petite entreprise. Cet outil vous aidera à faire croître votre entreprise. Avis collecté par et hébergé sur G2.com.

Avoir la comptabilité, le CRM, le site web, la gestion des canaux tiers et plus encore intégrés dans un seul système est facile et génial à gérer au quotidien. Avis collecté par et hébergé sur G2.com.

Some of its features seem hastily rolled out and like they weren't ready for showtime. For example, there's report for bridging from ARR to CARR that didn't have correct calculation logic (at least for us). Avis collecté par et hébergé sur G2.com.

Disconnect between our billing system and GL. Now billing, rev rec, and SaaS reporting (ARR) is all rolled into one. Not feeling like our GL is stuck in the stone ages with Xero. Automatic cash and stripe transaction matching. Avis collecté par et hébergé sur G2.com.

Aussi formidable que soit toute l'intégration avec Stok.ly, mon seul petit problème est le manque d'intégration avec la boutique TikTok, ce qui signifie que je dois passer les commandes manuellement, ce qui n'est pas le problème le plus préjudiciable au monde, cependant, c'est un léger inconvénient. Avis collecté par et hébergé sur G2.com.

Je suis très satisfait de Stock.ly dans l'ensemble. Nous sommes passés d'un système très obsolète l'année dernière, et dès que nous avons mis en place Stock.ly, il a commencé à rationaliser le fonctionnement de notre entreprise. Il a réuni notre entrepôt et notre magasin physique et a aidé à résoudre de nombreux problèmes auxquels nous étions confrontés auparavant. Avis collecté par et hébergé sur G2.com.

The invoicing feature needs more search options to make it easier to locate specific invoices, and it would also help to have a way to link invoices to packing lists. Avis collecté par et hébergé sur G2.com.

It is helping scale our company by leveraging the knowledge of veterans and making that knowledge accessible. Fulcrum feels like a touchstone for developing future leaders in manufacturing. Avis collecté par et hébergé sur G2.com.

I noticed customization feels a bit limited when I try to make very specific changes, like adjusting layout or fields exactly the way I want. For normal daily use it works fine, but for more detailed control it can feel a little restricted. Also on mobile it works well for basic use, but sometimes checking or editing full details on a small screen feels a bit less comfortable, especially when there are more entries. Apart from these small points, it works smooth and supports regular work without any major issue. Avis collecté par et hébergé sur G2.com.

it help me solve the problem of managing patient details and follow ups in one place. Earlier I was keeping things in notes or messages, which was confusing and sometimes I miss follow up. Now with pipeline I can see clearly which patient is in which stage, so my work become more clear. It also help me reduce manual work because I can add tasks and set follow up reminders, so I don’t need to remember everything. This save time and make daily work more smooth.

All details like contact, notes and communication stay in one place, so I don’t have to check different apps again and again. It make my work more organized and easy to handle. Overall it help me manage follow ups better, avoid confusion and keep my daily work simple and under control. Avis collecté par et hébergé sur G2.com.

What I dislike most about Sage Intacct is that sometimes it feels like an incredibly powerful finance engine wrapped inside workflows that still require too many clicks, workarounds, and consulting hours.

The biggest pain points I’ve seen repeatedly from finance teams and user reviews:

Heavy reliance on add-ons and consultants

Many advanced workflows, custom reporting needs, or operational capabilities require additional modules, partner support, or paid consulting. Costs can snowball faster than expected.

Some workflows feel unnecessarily rigid

Editing transactions, handling approvals, bank reconciliations, and intercompany processes can sometimes involve too many steps or reversals. Users frequently mention friction in day-to-day operational accounting.

Permissions and controls can become cumbersome

Strong controls are good for governance, but users sometimes feel basic tasks become overly permission-dependent. Avis collecté par et hébergé sur G2.com.

It's best suited for our business as we are operating in consulting services company spread across multiple countries in Asia and Americas. It enables us managing thousands of timesheets smoothly where we invoice them to customers while keeping in line all the existing operational accounting procedures with real time performance across all regions. Avis collecté par et hébergé sur G2.com.

Xoro a des tonnes de solutions pour les équipes de tous les départements, ce qui pourrait parfois amener l'équipe à ne pas chercher de solutions externes pour des problèmes spécifiques. Avis collecté par et hébergé sur G2.com.

Ils travaillent avec plusieurs clients et continuent d'adapter et de peaufiner les modules ainsi que d'améliorer les connexions avec des partenaires tiers existants et nouveaux dans les domaines de la gestion d'entrepôt (WMS), de l'expédition, de l'EDI, etc. Avis collecté par et hébergé sur G2.com.

some integrations and workflow connections depend on third-party tools, which can make setup little longer for specific work needs. Reporting is useful for daily tracking, but for deeper analysis and detailed reporting, I feel there could be more flexibility. Another small thing is that when switching between contacts, tasks, notes, and activity history many times during busy work, few pages sometimes take little extra time to refresh. Avis collecté par et hébergé sur G2.com.

capsule crm is helping me keep follow-ups, client communication, tasks, and daily workflow more organized in one place. It makes managing reminders, notes, activity history, and pending tasks much easier during regular work. The task tracking and follow-up system is very useful because it helps keep communication and scheduled work properly managed without confusion. Activity history also helps in quickly checking previous discussions and updates when needed.

overall, it improves work organization, saves time, reduces chances of missing follow-ups, and makes daily workflow more smooth and manageable. Avis collecté par et hébergé sur G2.com.

There are two versions of Ricochet360, and on the new, more colorful version, you cannot see the call history for one specific day. I'd like that to be improved because I need to send my numbers every day and see the exact number I did today. Avis collecté par et hébergé sur G2.com.

I meet my goal by calling prospects with Ricochet360, as it keeps everything, like call history, in one place. It's fast, never gets stuck, and helps with tasking, calling customers, and recording statuses properly. Avis collecté par et hébergé sur G2.com.

Rien pour le moment. Happsales CRM est très pratique pour gérer les données des clients. Avis collecté par et hébergé sur G2.com.

Presque tous les problèmes concernant le système de gestion des comptes et des leads. Avis collecté par et hébergé sur G2.com.