Recensioni e Dettagli del Prodotto Agentforce Sales (formerly Salesforce Sales Cloud)

What I like most about Agentforce Sales is how it combines AI automation with the Salesforce CRM ecosystem in a very practical way. It reduces manual work by automating tasks like lead follow-ups, call summaries, pipeline updates, and customer interaction tracking, which lets sales teams spend more time actually selling.

Another strong point is the centralized visibility it provides. Everything from leads and opportunities to customer history and analytics is available in one place, making the sales process more organized and easier to manage. The integration with Data Cloud and real-time insights also helps sales teams make better decisions. Recensione raccolta e ospitata su G2.com.

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. Recensione raccolta e ospitata su G2.com.

I like that Agentforce Sales works and offers lots of options for different data input. There are a lot of integration options that are especially valuable. It serves as our essential source of truth for everything customer-based, and it's very helpful to integrate it with tools like Pendo and ChurnZero. This integration helps us pull customer data into Agentforce Sales and provides an accurate picture of a customer's usage. Recensione raccolta e ospitata su G2.com.

Agentforce Sales is not intuitive to use in any way. It takes a long time for our new staff to understand how it works if they've never used it before. And, the integration language that they use is confusing. And their knowledge base surrounding it is incomplete. Salesforce takes a long time to set up, and even when it's fully set up, there's still a lot of customization that needs to be done in order to make it even somewhat user-friendly. We basically use Salesforce because it is the best of the bad CRM software universe Recensione raccolta e ospitata su G2.com.

Good data tracking, with a broad range of use cases. It’s widely used across organisations, which makes it easier to pick up and use even when moving between different orgs on a sales team. Exploration is straightforward and easy. Integrates with all other applications and has decent intelligence but performance wise its quite average Recensione raccolta e ospitata su G2.com.

Not very well optimized with artificial intelligence. The platform could be more compatible with agentic solutions. Having to log in multiple times within the same day is quite annoying, since it logs out again after a very short time. The cost is higher for the organisation, and its growth feels slow compared to newer CRM solutions launched in the market. Recensione raccolta e ospitata su G2.com.

Their core strength is end-to-end sales visibility. You can track lead capture, opportunity management, and deal closing all in one place. This makes it easier to monitor pipeline health, forecast revenue, and spot bottlenecks without needing multiple tools.

Automation capabilities are another big plus. Using tools like Flow and Process Builder, you can automate repetitive tasks such as lead assignment, sending emails, or updating records. This can significantly improve productivity and help reduce manual errors.

I also like the reporting and dashboarding features. Real-time reporting and customizable dashboards provide actionable insights, allowing sales teams to make quick, data-driven decisions. Recensione raccolta e ospitata su G2.com.

What I slightly dislike about Agentforce Sales is that it can take some time for users to fully adopt it, especially on teams that aren’t very tech-savvy. Even though the platform offers a lot of features, many users may stick to the basics at first unless they get proper training and guidance. Another small drawback is the mobile experience: it’s good overall, but it isn’t always as smooth as the desktop version for more complex tasks such as detailed reporting or configuration. That said, these issues are fairly minor, and with solid onboarding and good usage practices, they don’t meaningfully reduce the platform’s overall value. Recensione raccolta e ospitata su G2.com.

What I like best about Agentforce Sales is the transition from manual CRM management to autonomous sales support. By leveraging the power of Data Cloud, the platform provides AI agents that can proactively research leads and manage outreach. This 'Agent-first' approach, combined with Einstein's generative capabilities, has transformed Salesforce from a database into a proactive member of our sales team, significantly reducing administrative overhead Recensione raccolta e ospitata su G2.com.

What I dislike most is the significant prerequisite of data maturity. To get any real value from Agentforce, you need a near-perfect Data Cloud implementation. Additionally, the technical learning curve for grounding and testing agents is steep, and the consumption-based pricing can make it difficult to predict long-term costs. It's a powerful tool, but the 'barrier to entry' in terms of both data quality and budget is quite high. Recensione raccolta e ospitata su G2.com.

Salesforce Agentforce trasforma il processo di vendita distribuendo agenti autonomi che gestiscono compiti ripetitivi come la qualificazione dei lead e la pianificazione degli incontri con un intervento umano minimo. Amo come funzioni come un partner di vendita digitale 24/7, monitorando la salute del pipeline e redigendo email personalizzate di contatto in modo che i venditori possano concentrarsi sulla chiusura degli affari. L'integrazione profonda con Data Cloud è rivoluzionaria, permettendo agli agenti di ottenere informazioni in tempo reale e dati esterni per fornire informazioni accurate e aggiornate durante le interazioni con i clienti. In definitiva, trasforma il CRM da un semplice sistema di registrazione a un sistema di azione, riducendo significativamente i carichi amministrativi e accelerando l'intero ciclo di vendita. Recensione raccolta e ospitata su G2.com.

Sebbene Agentforce offra un'automazione impressionante, potrei trovare l'impostazione e la configurazione iniziali piuttosto complesse, richiedendo un tempo significativo per definire correttamente i ruoli e le linee guida per gli agenti. C'è anche una preoccupazione naturale riguardo alla privacy dei dati e all'accuratezza, poiché affidarsi a un sistema autonomo per comunicare direttamente con potenziali clienti di alto valore comporta il rischio di "allucinazioni" o messaggi fuori brand. Inoltre, la struttura dei costi—spesso basata sul consumo—può rendere difficile prevedere le spese mensili man mano che l'uso aumenta. Infine, il passaggio verso interazioni guidate dall'IA può a volte sembrare che si stia sacrificando il tocco umano, potenzialmente rendendo il processo di vendita un po' più clinico e meno orientato alle relazioni. Recensione raccolta e ospitata su G2.com.

as a salesforce consultant i use salesforce to design , implement and optimize CRM solutions for client across sales, marketing and service domain, i like its high level of customization and flexiblity. salesforce allows me to design solutions based on specific business requirement using custom objects , workflows and automation tools. another major strength is its complex CRM ecosystem, covering sales , marketing , customer support , analytics, this makes it a one stop platform for customer lifecycles management, the AppExchange ecosystem is also very powerful, with thousand of integration available, making easy to connect salesfroce with other enterprise tools. i also appreciate the strong reporting and dashboards which provide real time insights into sales performance and customer data. Recensione raccolta e ospitata su G2.com.

the biggest challenge is the complexity of implementation, salesforce is not plug and play, it require proper planning, configuration and often a dedicated admin or consultant, the cost can be high , especially when you include licence, add ons and implementation expenses, there is also a steep learning curve, especially for new users or non technical teams, sometimes performance issues like slow loading or glitches can impact user experinece. Recensione raccolta e ospitata su G2.com.

UI/UX: "The interface remains clean even with the new AI sidebars."

AI/Intelligence: "The lead scoring isn't just a number; it provides the 'why' behind the score."

Integrations: "The DocuSign integration within the AI workflow makes contract hygiene effortless." Recensione raccolta e ospitata su G2.com.

The biggest hurdle is the initial setup and the sheer learning curve. The sales pitch makes it sound like you just turn Agentforce on and it immediately starts closing deals, but the reality is that the AI is entirely dependent on how clean your CRM data is. If your historical data is messy, the AI's insights and lead scoring are going to be completely off. It takes a significant amount of hand-holding, tweaking, and prompt-tuning before you can actually trust the AI to run autonomously without hallucinating or giving generic advice. Recensione raccolta e ospitata su G2.com.

The reporting capabilities and object features in SF make it very handy for us. We can define the architecture for the types of records we want to save, and the flexibility of the platform is a big plus. The Lightning interface is also very easy to use. We’ve completed various internal integrations with SF, especially with our higher ed tools.

When it comes to SF support, they always notify us if any upgrades need to take place, and we haven’t experienced any downtime. Pricing is on the higher end, but it does what we need it for, so overall it’s a good tool for us. Recensione raccolta e ospitata su G2.com.

Bulk uploads have to be done using an APEX loader, which isn’t very user-friendly for all stakeholders, and that ends up increasing the ticket count. Also, some of the reports that are generated require a lot of hand-holding because it’s not always easy to understand what filters and logic are in place. Overall, the main issue for me is that a lot of user training is involved. Recensione raccolta e ospitata su G2.com.

Honestly, the best thing about Agentforce is that it actually gets reps out of the weeds. The UI / UX is surprisingly clean and intuitive, so your team doesn't feel like they're fighting another clunky tool just to get their work done. Because it’s a native tool, the integrations with your existing Salesforce data are completely seamless.

Performance-wise, it's snappy and pulls up account history without lagging. But the real game-changer is the AI / Intelligence. It isn't just running basic macros it actually understands the context of a deal, teeing up follow-ups that sound natural. While the cost isn't cheap, the Pricing / ROI really starts to make sense when you calculate the sheer hours of admin work it kills every week. Plus, if you actually lean on their Support / Onboarding team, getting it spun up and customized for your specific workflows is a lot less painful than you'd expect. Recensione raccolta e ospitata su G2.com.

They just need to do little work navigation part, and some UX side improvements, otherwise rest is good. Recensione raccolta e ospitata su G2.com.