---
title: Agentforce Sales (formerly Salesforce Sales Cloud) Reviews
meta_title: 'Agentforce Sales (formerly Salesforce Sales Cloud) Reviews 2026: Details,
  Pricing, & Features | G2'
meta_description: Filter 25876 reviews by the users' company size, role or industry
  to find out how Agentforce Sales (formerly Salesforce Sales Cloud) works for a business
  like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 25876
  scale: '5'
date_modified: '2026-09-04'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Agentforce Sales (formerly Salesforce Sales Cloud) Reviews
**Vendor:** Salesforce  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 25,876  
**AI Verified:** At least 10 G2 reviewers have confirmed using this product&#39;s AI features and functionality.
## About Agentforce Sales (formerly Salesforce Sales Cloud)
Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management



## Agentforce Sales (formerly Salesforce Sales Cloud) Pros & Cons
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.

**What users like:**

- Users find the **ease of use** in Agentforce Sales invaluable for managing customer data and improving productivity. (2065 reviews)
- Users value the **straightforward flow and comprehensive visibility** of Agentforce Sales, enhancing team collaboration and insight. (1726 reviews)
- Users value the **360-degree view of customer information** , enhancing lead follow-up and closing processes efficiently. (1174 reviews)
- Users value the **centralized customer data** of Salesforce Sales Cloud, enhancing insights and streamlining sales workflows efficiently. (991 reviews)
- Users appreciate the **seamless integration capabilities** of Agentforce Sales, enhancing workflow and connecting with internal systems effortlessly. (879 reviews)
- Users value the **extensive customization options** of Agentforce Sales, tailoring it to fit unique business needs effortlessly. (843 reviews)
- Helpful (818 reviews)
- Users value the **extensive customizability** of Agentforce Sales, allowing tailored solutions for unique business needs. (805 reviews)
- Business Management (790 reviews)
- Automation (723 reviews)

**What users dislike:**

- Users find the **steep learning curve** daunting, struggling with complex setups and mobile UX challenges. (1092 reviews)
- Users find **limitations in package options** and struggle with navigation and security complexities in Agentforce Sales. (791 reviews)
- Users find the **complexity** of Agentforce Sales to be overwhelming, especially with deep configurations and numerous options. (682 reviews)
- Users find the product **expensive** and suggest improving cost-effectiveness for better business adaptability. (612 reviews)
- Users find the **limited features** of Agentforce Sales require time and expertise for effective customization and reporting. (584 reviews)
- Users find the **missing features** in Agentforce Sales hinder their ability to manage complex issues easily. (566 reviews)
- Limited Customization (554 reviews)
- Learning Difficulty (543 reviews)
- Users find Salesforce Sales Cloud to be **not intuitive** , leading to challenges in navigation and management for new users. (474 reviews)
- Overwhelming (472 reviews)

## Agentforce Sales (formerly Salesforce Sales Cloud) Reviews
  ### 1. Easy to Use, Highly Customizable Salesforce with Seamless Integrations

**Rating:** 4.5/5.0 stars

**Reviewed by:** Phillip S. | Senior Customer Success Manager, Computer Software, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** March 10, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Salesforce is easy to use, and the customization available for new fields allows my organization to track, filter, and report on exactly what is important to us. It also integrates seamlessly with the other software in our tech stack.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Given the large amount of data and customization, load times can be a little slow.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Salesforce has all the information, gathered from everyone who interacts with customers, all in one place. I can also find historical information, contact information, and anything else I need to manage my relationships with leads/customers.

  ### 2. Essential for Sales and Customer Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Abhishek P. | Senior Security Specialist, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** April 20, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I use Agentforce Sales for all the end-to-end sales and customer information management. I like how it eases customer onboarding, opportunity creation, and tracking each stage of the sales process. I appreciate the platform's acceptance and the end-user reports. The reports provide comprehensive end-to-end customer information, including the current stage and specific types of customer handling reports, capturing each customer's solution evaluation stage, buying timeline, and data representation accurately. The initial setup was pretty easy.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

nothing specific

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Agentforce Sales simplifies customer onboarding, opportunity creation, and tracks each sales stage. I like how it captures end-to-end customer information and handles reports, helping evaluate solutions and timelines accurately.

  ### 3. Streamlined Our Sales Pipeline with Great Visibility

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** June 29, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I use Agentforce Sales for the lead-to-order process. It seamlessly simplifies sales pipelines and creates visibility and easy management reporting. What I like most is how it works flawlessly with the out-of-the-box Salesforce reports and dashboards to show sales performance.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I found the quote process wasn’t as easy to implement as the lead and opportunity parts.","I found it becomes easier if you first establish your business processes rather than jumping straight into technical solutions.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

I use Agentforce Sales for the lead-to-order process. It simplifies sales pipelines and creates visibility and easy management reporting. It works well with out of the box Salesforce reports and dashboards to show sales performance.

  ### 4. Highly Customizable, Easy Setup

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nora D. | Buisness Coordinator, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** April 28, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I like how much opportunity there is to customize your platform. We are able to use it for events, conversations, opportunities, and more, which makes it so any part of our business we can put into CRM. I also found the initial setup to be super easy.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I think sometimes the wording it uses for things such as products etc gets confusing. We aren’t a tech company per se so I wish it was simpler.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

I use Agentforce Sales (formerly Salesforce Sales Cloud) for tracking sales conversion numbers and knowing who on my team is talking to so we don’t duplicate opportunities.

  ### 5. AI-Powered CRM That Streamlines Our Workflow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Hans M. | Information Technology Help Desk Analyst, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 21, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I like the fact that they use AI to improve the workflow, along with other features within the CRM that other platforms may or may not use yet in their interface.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

This may have already been addressed, but it would be great if Salesforce had a stronger contingency plan for login issues, especially to reduce the risk of accidental exposure caused by DNS problems and similar incidents. From a security standpoint, having clearer safeguards and response steps for situations like these would be reassuring going forward.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

The workflow has been improving with the implementation of the AI Agents, which has personally been helpful for me.

  ### 6. Organized and Easy but Some Data Lags

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kattia R. | Performance Marketing Manager , Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: G2 invite:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** July 01, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I like the different stages in Agentforce Sales and how everything is well organized and easy to use. It really makes the job easier for me.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Sometimes there are lags in the data, and a delay when there is a connection with other extensions.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

I find it organizes our data, aids in forecasting, and simplifies seeing results. The well-organized stages make it easy to use and make my job easier.

  ### 7. Seamless CRM with Deep Analytics and Great Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pablo A. | Marketing Manager, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Thank You page:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** April 24, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I use Agentforce Sales for CRM and data analysis. I appreciate the ability to have all contacts and integrations in one CRM with ease to connect with other relatable applications. I like the reporting and customer interactions through deep analytics. The initial setup was pretty easy, and the setup team is always very helpful in all initial setups, providing tools and guides to make it a smooth transition.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

There is nothing we do no like about Agentforce Sales

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Agentforce Sales collects all contacts and integrations in one CRM, easing connection with other applications. I like the reporting and customer interactions through deep analytics.

  ### 8. Streamlined Sales Processes with Powerful CRM Features

**Rating:** 4.5/5.0 stars

**Reviewed by:** Vidhya S. | Senior Analyst, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 18, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I like how Salesforce Sales Cloud provides a centralized view of customer and sales data, making it easy to track leads, opportunities, and activities in one place. This centralization improves visibility and accountability. The dashboards and reports are especially useful for monitoring performance and forecasting. I also appreciate the automation features, which help reduce manual work and save time. Overall, the platform supports better decision-making and smoother collaboration across teams.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

One area that could be improved is usability, as the interface can feel complex and overwhelming for new users. Some features require extensive customization or admin support, which can slow things down. Reporting and dashboards, while powerful, can also be time-consuming to set up, and performance may lag when handling large volumes of data.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

I use Salesforce Sales Cloud for managing leads, tracking opportunities, and centralizing customer data. It streamlines sales processes, enhances pipeline visibility, and supports better decision-making. The dashboards and automation features save time and improve collaboration across teams.

  ### 9. AI-Powered Sales Platform with Room for Simplicity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** October 06, 2016

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I like the sales execution platform of Agentforce Sales because it's AI-powered. This really helps in managing leads, opportunities, forecasting, and sales automation. I also like how it improves seller productivity and assists in sales coaching. It's great that it enables our team to focus more on closing business and customer relationships rather than dealing with logistics.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I think one area of improvement is the learning curve and the overall platform complexity for the non-users and nontechnical sales team. Because this is a very powerful and highly customizable platform, I think any kind of additional AI capabilities are promising, which will improve the ease of implementation and faster time to value. I also think the biggest opportunity is improving ease of admin simplicity and configuration and faster onboarding of complex sales workflows.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Agentforce Sales enhances seller productivity with AI-powered capabilities and automation, provides intelligent lead prioritization, next best action recommendations, and real-time visibility into pipeline health. It standardizes sales workflows and improves forecast accuracy.

  ### 10. Simple, Easy-to-Use Platform with a Well-Laid-Out Interface

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Animation | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 27, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Platform is vey simple and easy to use and everI can ything  is laid out perfectly.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I like the fact that it has many features and I can listen to my own calls

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Just being able to do my previous job so fast and easy and well thought out.

  ### 11. Integration Prowess with a Few Data Management Hiccups

**Rating:** 4.0/5.0 stars

**Reviewed by:** Utkarsh M. | Senior Marketing Specialist, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 17, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I like Salesforce Sales Cloud's integration with HubSpot since all the data from HubSpot syncs to Salesforce smoothly. It's really convenient to have all contacts from a marketing campaign synced, allowing me to see each contact's campaign history. The data syncing for contacts and their organization is seamless, making it easier for sales and marketing teams to get campaign-enrolled contact data in Salesforce. Additionally, the ability to check if a contact is a lead or a contact and view associated campaigns is very helpful.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I don't like that duplicate accounts happen quite regularly in Salesforce Sales Cloud when a new contact is added. It sometimes doesn't associate with the already created account but creates a new one for the same organization, leading to having duplicate accounts of a single company. This results in multiple accounts for the same company, and when new contacts come in, they get divided among these accounts. This division means that some contacts go to one account and some to another, which becomes confusing when opportunities are linked only to one of these accounts. Also, the initial setup wasn't very easy due to a lot of data migration.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

I use Salesforce Sales Cloud to manage multiple deals, campaigns, and reports for my sales team. It solves the problem of maintaining a detailed database of the entire sales funnel, tracking which opportunity is at what stage, and integrates communications and details like order form delivery and account size.

  ### 12. Single Source of Truth with AI-Powered Trends & Sales Forecasting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Riya G. | Data analyst, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 17, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

It pulls all your messy data together into one clean “single source of truth,” so you don’t have to waste time hunting down files. It also uses AI to automatically spot trends and forecast future sales, which saves you from having to build every report by hand.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

It has strict “governor limits” that can abruptly halt your work if you try to process too many records at once. The built-in reporting tools are often too clunky for deeper analysis, which ends up pushing you toward expensive add-ons just to get the clear insights you need.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Problem it solves: It breaks down “data silos” by bringing together messy customer and sales information into one clean, reliable “single source of truth.”

How you benefit: You save hours of manual work because the AI automatically cleans up your data and helps surface important trends, so you can focus on what matters instead of chasing inconsistencies.

  ### 13. Using Salesforce for Nonprofit Grants Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gregory A. | Chief Executive Officer, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** May 07, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Simple, ease of use. No cost for nonprofits.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Salesforce requires a basic understanding of CRMs. This is not as much a dislike as it is a learning curve challenge for users.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Collecting and maintaining data on grants. Writing and creating impact reports. This makes creating reports easier for us.

  ### 14. Automation and Complete Visibility, But with a Steep Learning Curve

**Rating:** 4.0/5.0 stars

**Reviewed by:** Santiago R.

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**AI Translated:** This review has been translated from Spanish; Castilian using AI.

**Reviewed Date:** January 16, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I really like the complete visibility (360 degrees) of each client that Salesforce Sales Cloud offers. I can see the entire interaction history on a single screen, which eliminates the need to jump between different applications and helps keep the whole team aligned. The automation of follow-ups is another feature I appreciate, as the system creates automatic reminders and workflows that ensure no potential client is left unattended. I also integrate Salesforce with Gmail and Google Calendar, which is essential because it allows all the emails I send to clients to be automatically recorded, and it syncs my meetings, saving me a lot of time. Switching from Excel spreadsheets to Salesforce was a quality leap because now everything is centralized and automated, making us much more efficient. Once the initial technical setup phase is overcome, Salesforce Sales Cloud delivers incredible results.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

What I like the least is that the learning curve is very steep. For a new user, the interface can be overwhelming due to the huge number of tabs and options. I think the user experience (UX) could be simplified a bit so that the basic functions are more intuitive without the need for so much prior training. To be honest, the initial setup was a challenge. It's not something that can be done in an afternoon. It required time to map all our processes and customize the fields.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

I use Salesforce Sales Cloud to manage leads and track sales opportunities. Solve the loss of prospects by automating follow-ups and offer complete customer visibility, centralizing information and improving coordination and efficiency.

  ### 15. Effortless CRM with Streamlined Communication

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lee C. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** April 08, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I think the best thing about Agentforce Sales is that it's easy to use. It compiles all the information, which allows me to be more efficient. It's valuable because it saves me time to locate a customer and answer any questions they may have, as all the data is in one spot. I find the setup to be very easy as well. I've never had any real issues with it, and it's pretty thorough. For me, it's basic and straightforward.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

It sometimes runs slow

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Agentforce Sales improves communication, compiling all customer data in one place for efficiency and easy access, saving time on locating customer information and answering questions.

  ### 16. Impressive Dashboards and Sales Tracking That Boost Productivity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Renewables & Environment | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 30, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The Salesforce sales cloud having dashboard feature which is very impressive as all key data can be viewed in dashboard only saving time and improve productivity. Sales tracking, team management and approval process feature works very well.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Very difficult to use in starting. Proper training required to use advanced features

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Overall improves productivity by using Salesforce sales cloud. Reduces manual work and can easily accessible from anywhere with it cloud storage, mobile application. Team management, followups, dashboards makes it even more powerful tool.

  ### 17. User-Friendly and Easy to Learn in Just a Day or Two

**Rating:** 4.0/5.0 stars

**Reviewed by:** Melody D. | Technical Support Represenatative, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** April 11, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

User friendly. It is easy to navigate snd can be learned in a day or 2

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

It has very limited search range. When you search for something, sometimes it needs to be specific for you to get the data and or the info

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

The script is integrated to it. You just need to read the script on the salesforce itself and no need to go to other tools

  ### 18. Mobile App and Dashboard Make Opportunity Tracking Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Meghraj P. | Manager sales, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 07, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I personally likes it's mobile app support, due to on site responsibilities it is easier for me. Also the dashboard view even makes it more easier. Also it's opportunity tracking and management feature is hay I like most.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Initial setup requires lots of efforts and without proper training it is difficult to operate

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

It helps us manage teams and customers because it lets us keep data project-wise and monitor everything properly thanks to its live updating. Agent Force Sales also helps us build trust with customers and maintain a good relationship. Impress overall productivity.

  ### 19. Works reliably, but extending older versions is rough

**Rating:** 3.0/5.0 stars

**Reviewed by:** James H. | Front end developer, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 07, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

It works. The core CRM functionality is reliable and battle-tested, and there is a huge ecosystem of docs, integrations, and community knowledge to lean on when you get stuck on something.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I had to build on top of an older version and it was difficult. Extending it isn't straightforward and the upgrade path between versions felt painful. The newer version may well be better, but I haven't had the chance to evaluate it yet.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

It's our system of record for customer and sales data — keeps the pipeline, accounts, and history of interactions in one place so the team has shared visibility into what's happening with each customer.

  ### 20. Transforms Sales with Smart Reminders and Seamless Digital Workspace

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Arts and Crafts | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 11, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Most helpful thing that I found about Salesforce Sales Cloud is that just before we didn't used any such things, we used to forget when to call clients and also lost leads and now the best thing I got was it tells me who to call and when should we do a follow up, which deal will be going to close sooner and more than that it provides a smart digital office like setup for the sales team instead of creating and merging things from different sources at one place

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Some of the things that I don't like about it is when we have thousands of leads or a lot of activities, that is when it starts to lag while opening accounts and slowly loads records and reports take a lot of time to build and another thing is as we need regular customizations for products and have to add different integrations so after some years it becomes difficult to understand the system which makes that for even small changes and updates, we need consultants

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Some of the problems that Salesforce is actually solving are that earlier sales reports were mostly excel lies and managers had to rely on their gut feelings but after using salesforce sales cloud, you will get a real pipeline along with realtime conversion rate and another one is that finance teams need to know that how much of the revenue is coming and when will the cash arrive so in these cases salesforce sales cloud provides weighted pipelines and closing probabilities too which is helpful in production planning

  ### 21. Secure but Costly CRM with Setup Challenges

**Rating:** 3.0/5.0 stars

**Reviewed by:** Roger B. | Vice President Product Marketing (acting Head of Marketing) , Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** January 10, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I like that Salesforce Sales Cloud is secure and trustworthy, which is important given our compliance needs in the health care space. It's helpful from a reporting perspective, especially for dealing with complex reporting structures with multiple datasets from different third parties. I appreciate the wealth of different Trailblazer-approved partners that support mid-market to mid-sized company needs, which is valuable because we don't have all the resources ourselves. In a comparison with another competitor, Salesforce was the only one that was acceptable for its security, stability, certifications, and compliance. While it may be a difficult tool to use, these features make Salesforce Sales Cloud valuable to us.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I don't know that I love the product itself. There are a lot of functional gaps. It's really, really expensive, far too expensive for the value that we actually get out of it. It's also really just hard to use. It's hard to make changes, hard to do reports, and really hard to do anything. We had a big messy dataset and some issues, but we had to get third party help. There was always a catch, bug, or gotcha. Nothing was seamless or out of the box or WYSIWYG. Everything seemed to be a problem and took at least a week to get any sort of movement on. It's definitely not for the faint of heart. The initial setup was terrible and not easy at all. It was very difficult and there's very little help from Salesforce themselves for smaller companies. You're stuck going to a third party, and while there are a lot of them, it's quite expensive.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Salesforce Sales Cloud is helpful for complex reporting structures and compliance issues. It's trustworthy with multiple datasets from different third parties.

  ### 22. Effortless Sales Tracking with Powerful Dashboard and Reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Renewables & Environment | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

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**Reviewed Date:** May 23, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Easy for sales tracking with its dashboard features. Reporting and foolwups and approval process is very good. Also can easily access from anywhere due to its cloud based access, can view data from mobile app also.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

New user requires training to use its advanced features. Critical to understand in beginning

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Overall Salesforce sales cloud. Is very useful as it reduces manual work, improves followups. Specially in asset management it is very useful that we can have record for all sales, customers etc. Improves productivity.

  ### 23. Straightforward UI with a Strong User Community and Helpful Courses

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Reviewed Date:** April 22, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The platform combines a social community centered around their workplace software that allows you connect with other users, take courses on how best to use the software, and the UI is pretty straightforward

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The platform has so many different applications and navigating where you need to go can sometimes be tedious

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Salesforce allows us to use the data obtained from corporate to best identify and manage the needs of our guests which allows us to plan ahead for guest with high status and also see how well we are performing by scraping review sites for feedback from our guests

  ### 24. Comprehensive Yet User-Friendly with Seamless Integrations

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rob G. | Member Emeritus, Board of Directors

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** February 12, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I use Salesforce Sales Cloud as a turnkey solution for managing leads, customers, and revenue realization. I appreciate that I can accomplish everything I need within one platform. For a system that is quite complex, it's surprisingly easy to use. I also enjoy the automated integration features with Outlook and Teams. Additionally, I find it easy to develop my own custom reports.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I would like an easy way to automatically send a sequence of follow up emails if a qualified lead is unresponsive to an initial email.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

I use Salesforce Sales Cloud as a turnkey solution for managing leads, customers, and revenue. It simplifies my tasks, allowing me to do everything within one platform. I enjoy its ease of use, automated integrations with Outlook and Teams, and the ability to develop custom reports.

  ### 25. Easy Lead Management and Dashboards That Reduce Manual Work

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Renewables & Environment | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
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**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Reviewed Date:** April 09, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The leads management, customer data handling is very easy with Agentforce Sales /  Salesforce sales cloud. I like most about this crm software is that it's dashboard feature is helping us to reduce manual task and perform better as tracking/monitoring is very easy with this.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The software is difficult to use at first as it required proper training. Without training it is worthless to use

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

As we are using Salesforce sales cloud so we are getting better visbilty for all processes. Multiple client handling, manging.multile data with minimum resources is possible with this crm software this ultimately helping to improved productivity and performance.

  ### 26. Secure real-time protection

**Rating:** 5.0/5.0 stars

**Reviewed by:** Antoni Jose G. | TECNICO , Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: G2 invite:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review.

**AI Translated:** This review has been translated from Spanish; Castilian using AI.

**Reviewed Date:** July 18, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The most important thing is that it allows maintaining combined security levels.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

High operating costs, cloud malfunctions, slow data processing

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Unified platform, useful for handling high volumes of real-time data processing. And at the forefront in terms of software and combined data protection and recovery.

  ### 27. Centralized Sales Powerhouse with Seamless Collaboration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

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**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Reviewed Date:** January 08, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

What I like best about Salesforce Sales Cloud is how it centralizes the entire sales process in one platform. From lead management and opportunity tracking to activity logging and reporting, everything is structured and easy to access. The automation capabilities save a significant amount of time by reducing manual work, while real-time dashboards provide clear visibility into pipeline health and sales performance. It makes collaboration across teams seamless and keeps everyone aligned on the same data.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

While Salesforce Sales Cloud is powerful, it can feel complex and overwhelming at times. The interface has a steep learning curve, especially for new users, and many features require customization or admin support to be fully effective. Additionally, some basic functionalities rely on add-ons or configurations, which can increase costs and implementation time. Occasional performance lags and frequent updates can also disrupt workflows.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Salesforce Sales Cloud solves the problem of scattered sales data and inconsistent follow-ups by bringing leads, accounts, opportunities, and activities into a single system of record. It helps ensure no lead is missed through structured pipelines, reminders, and automation. For me, this means better visibility into deal progress, improved forecasting accuracy, and less time spent on manual tracking or reporting. Overall, it improves productivity, accountability, and decision-making across the sales cycle.

  ### 28. Best in class CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Arani B. | Solutions Consultant, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** November 25, 2025

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

It is one of the best CRM today with Einstein adding a very insightful software that I have been using it for almost 8 years. I am also a part of the trail blazers community!

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Having used it for many years, I still feel that the user interface could be improved. The product's natural intuitiveness could be enhanced, and I believe incorporating AI into the developer experience would now allow for more efficient handling of admin-level development tasks.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

The biggest problem it solves for me is getting all my accounts, opportunities, stakeholder details, and activity history in one place without relying on scattered spreadsheets or memory. I’ve used SFDC for almost nine years, so the biggest benefit is consistency and I can create custom reports and analytics for my own reporting and tracking purpose.

  ### 29. Accurate, Reliable Contact Info with a Smooth Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrea L. | Sr. Account Manager, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** May 07, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I will only say that it is accurate enough to rely somely in the contact info - I typically don't even have to verify the data with other engines. I don't want to share the other engines because you keep aking me leave reviews one after another without getting the reward; so I rather not get into details.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Nothing - everyhting is running smothly. I wouldn't change anything

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Well, I am a Manager of an SDR team - in essence that's what we do - we search for leads and SQLS

  ### 30. All-in-One Lead Tracking and Reporting That Keeps Insurance Work Organized

**Rating:** 5.0/5.0 stars

**Reviewed by:** Schantera M. | Insurance Broker, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** January 27, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Salesforce Sales Cloud keeps all of my client and lead information in one place, which is critical in the insurance business. I like the ability to track leads from first contact through enrollment, set follow-up reminders, and log calls and notes. The automation and reporting help me stay organized, compliant, and consistent with client communication.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Salesforce Sales Cloud has a learning curve and can feel overwhelming at first, especially for small agencies. Some features require customization or admin support to fully match an insurance workflow, and it can be more complex than necessary for simple tasks.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Salesforce Sales Cloud solves the problem of disorganized lead and client management. Instead of juggling spreadsheets, emails, and notes, everything is centralized. This saves time, improves follow-up consistency, reduces errors, and helps me convert more leads into enrolled clients while maintaining strong long-term relationships.

  ### 31. Comprehensive, Scalable CRM With Powerful AI and Automation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Shivam S. | AI Data Annotator, Information Technology and Services, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Organic:** Organic review. This reviewer was offered a nominal incentive as thanks for completing this review.

**G2 Icon:** Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.

**Reviewed Date:** September 17, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Salesforce Sales Cloud is a powerful and comprehensive CRM platform designed to streamline sales processes and boost productivity for businesses of all sizes. One of the standout features is its AI-powered Einstein analytics that offers predictive insights and smart forecasting, helping sales teams prioritize leads and close deals more efficiently. The platform’s high level of customization and automation capabilities significantly reduce manual tasks, allowing teams to focus on strategic selling.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The platform does have some drawbacks. The initial setup and onboarding can be quite complex, often requiring external expertise or training, which can be a hurdle for smaller teams or businesses new to CRM tools. The cost of licensing and customizations can be a challenge for startups or companies with limited budgets, as advanced features come with a higher price tag. Additionally, while feature-rich, the user interface can sometimes feel cluttered or overwhelming, slowing down adoption for new or non-technical users.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

The platform solves several critical sales problems: it automates repetitive tasks such as data entry and follow-ups, streamlines lead and opportunity management, and provides actionable insights to prioritize high-value deals. This automation and data centralization reduce manual errors and increase sales team productivity.

  ### 32. For growing businesses, it’s easier to scale operations without switching software

**Rating:** 5.0/5.0 stars

**Reviewed by:** kuldeep singh c. | salesforce developer, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Reviewed Date:** December 08, 2025

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

All-in-one sales platform — Sales Cloud brings together lead management, opportunity tracking, account management, quoting, forecasting, analytics, and performance tracking into a single unified system. No need to juggle multiple separate tools or spreadsheets. 

Also Automation that saves time and reduces manual work — It automates repetitive tasks (data entry, logging calls/emails, pipeline updates, lead routing), letting sales teams spend more time selling and less time on admin

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

High cost — The licensing, add-ons, customization, and ongoing maintenance can be expensive. For small businesses or companies with tight budgets, this makes it hard to justify

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Scattered data and fragmented tools: Many teams end up using spreadsheets, emails, separate apps for leads, contacts, quotes, follow-ups — causing data silos, duplication, confusion over who owns which lead or deal

  ### 33. Powerful Lead Management and Insightful Dashboards

**Rating:** 4.0/5.0 stars

**Reviewed by:** Talha  R. | Associate, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** December 25, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

What I like best about the Salesforce sales cloud is how powerful it is for managing leads and tracking the entire sales pipeline everything from contact to deal is organised in one place and the reporting dashboards give clear visibility into what working and what not

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

What I dislike about sales for sales cloud is that it can feel complex and overwhelming at first. The setup and customisation take time and it often need training to use properly it's very powerful but not easy tool to get started with

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Salesforce sales cloud solve the problem of a scattered seles data and lack of visibility it brings leads, contact, deals and follow up into one system that help me track every opportunity clearly stay on the top of the pipeline and make better decision based on data instead of guesswork

  ### 34. Autonomous SDR Agent That Streamlines Admin Work and Boosts Productivity

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chandra S. | Test Engineer, Medical Devices, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 30, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The autonomous SDR Agent is a game changer. Another big benefit is its ability to handle administrative tasks: it automatically logs call outcomes, updates opportunity stages, and drafts personalized emails, just to name a few.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The subscription cost can be a significant factor for smaller companies. On top of that, getting premium support comes with an additional fee that the company has to cover.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

It feels like my digital sales partner. It automatically logs my calls, transcribes them, and updates the opportunity stage, which saves me a lot of time on day-to-day activities.

  ### 35. Strong Integration, Needs Better Offline Features

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lily J. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** July 14, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I like the strong integration with the Salesforce ecosystem and found the initial setup to be smooth.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I wish there was more offline or low connectivity functionality for sales representatives working in the field.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

I use Agentforce Sales to provide sales reps with real-time account insights and reduce inconsistent sales processes by recommending standardized next steps.

  ### 36. Great Analytical Tool with Some Usability Challenges

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kathy B. | Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 07, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I like Agentforce Sales for its ability to give good analytical reports. These reports help me frame my thoughts and make decisions.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Figuring out how to generate custom reports was not user friendly.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

I use Agentforce Sales to organize customer info and track progress, and it provides good analytical reports that help me frame my thoughts and make decisions.

  ### 37. Excellent Lead & Opportunity Management with Strong Budget Forecasting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rameez I. | IT Ops Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**G2 Icon:** Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.

**Reviewed Date:** January 29, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Excellent for managing leads and opportunities as well as forecasting for budgeting purposes.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The price is a bit steep for smaller organisations.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

It stores all related items to an account in one place. Emails are integrated so any communication to accounts/ contacts show up under the profiles therefore any user can jump on board and hit the ground running

  ### 38. Agentforce Sales Streamlines Workflows with Real-Time Pipeline Visibility

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Reviewed Date:** April 17, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

What I like best about Agentforce Sales is how it brings everything into one cohesive workflow. It streamlines the sales process by combining data, automation, and insights in a way that actually supports how sales teams operate day-to-day.

I also really appreciate the level of visibility it provides. Having real-time insights into pipeline, performance, and customer interactions allows for more informed decision-making and better forecasting.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The cost. It is the most expensive options.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

It’s consolidated our data and metrics to be more strategic and effective.

  ### 39. Centralized Communication, Efficient Reporting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jennifer G. | Director of Administrative Operations, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 28, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I like that Agentforce Sales has features similar to Facebook, like tagging people and liking comments, which centralizes communication in the workplace. I also find report building to be a strong point, and it helps us view everything with just a click of a button. Additionally, the support ticket option works well.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I run into error messages every month or so which can be frustrating.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Agentforce Sales organizes our lead flow, appointments, sales, production, rehash, and reporting. It centralizes communication and provides easy access to reporting with just a click of a button.

  ### 40. Efficient Client Management, Needs UI Enhancement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mohan G. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** April 24, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I find it very easy to map our admission process with Agentforce Sales. I like that it offers simple reports for all categories and allows for custom report creation, which helps us map the leads to application ratio for our college effectively. Additionally, I appreciate the cost factor and its ease of initial setup.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

We could improve the UI part as most other CRMs are quite easy to navigate.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

I find it easy to map our admission process and track leads to application ratios. I appreciate the simple and custom reports that streamline our operations.

  ### 41. User-Friendly Interface, Centralized Data, Needs More Frequent Updates

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** March 16, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I really like how easy Salesforce Sales Cloud is to use. It has a simple user interface, which doesn't limit any of the available features. All the information across the organization is gathered in one single place, making it easily accessible. I don't have to spend a lot of time searching for information on Salesforce. Overall, I find it very efficient.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Sometimes there are some bugs. I wish they would provide software updates and bug fixes more frequently. The initial setup was of medium difficulty.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Salesforce Sales Cloud gathers all information in one place, making it easily accessible. The simple user interface allows me to find information quickly without spending a lot of time.

  ### 42. Easy-to-Use Platform with Powerful AI Automation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jitendra R. | AVP Engineering, Telecommunications, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 09, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

It provides an easy-to-use platform with plenty of AI support and automation, which helps reduce the overall journey.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The only concern I can think of is the cost. Maybe the pricing should be based more on company size, and any features that aren’t required could be removed.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

It is helping us automate a lot of processes. When a new lead is added to the system, it supports follow-ups, alerts, summarisation, and reaching out to clients without spending too much time, while also making it easier to collaborate across multiple teams. It also helps with reporting and staying on track for regular meetings.

  ### 43. Review for Salesforce Sales cloud

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rajat G. | Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 06, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

I like most about this software is that it is giving clear visibility of progress, pending tasks through its dashboard and reports. Also it's mobiles access capabilities are improving data updating and data access at nay point and any location.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

It's very critical to understand on first use also we observed that initial setup is critical requires so much efforts.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

After implementation of this software we noticed improvement in tracking of customer requirements, customer queries with no efforts and also get it resolved in minimum time possible. Also helping us to deliver project on time.

  ### 44. Salesforce Sales Cloud: A Powerful CRM That Transforms Sales Operations

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nilesh  P. | Senior Consultant, Staffing and Recruiting, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** October 17, 2025

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Salesforce Sales Cloud stands out for its robust and highly customizable platform, which adapts effortlessly to our business requirements. The user-friendly interface, powerful automation features, and extensive reporting tools have greatly enhanced our sales operations. With functionalities such as lead and opportunity management and real-time analytics, our workflows are more streamlined and productivity has increased. Additionally, its seamless integration with other systems makes it an effective solution for comprehensive sales management from start to finish.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

While Salesforce Sales Cloud offers robust features, its complexity may be daunting for newcomers. Setting up and customizing the platform typically demands technical know-how, and maintaining it over time can consume significant resources. The licensing fees may also be prohibitive for small or mid-sized businesses. Furthermore, performance can occasionally lag when handling large amounts of data. Nevertheless, with careful planning and adequate support, the platform’s comprehensive value and capabilities tend to surpass these challenges.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Salesforce Sales Cloud addresses important challenges for us, such as managing intricate sales pipelines, monitoring customer interactions, and minimizing manual work. By centralizing all our sales data, it provides our team with real-time access to leads, opportunities, and key performance metrics. The automation of routine tasks like follow-ups and reporting not only saves time but also enhances productivity. As a result, we experience better sales forecasting, quicker deal closures, and a more tailored customer experience, which ultimately drives higher revenue and greater team efficiency.

  ### 45. Best CRM Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rajat G. | Deputy Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 11, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Using Salesforce sales cloud it is very easy to track project execution, customer sales, daily project activities, etc with its centralized platform, dashboard and reports. Also it's mobile use excess can allow to operate from anywhere and anytime.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

In Salesforce cloud, it's very challenging to work without proper guidance and training. We have observed that it becomes difficult to find out old items, reports and data.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

It's help us to improve coordination between teams to get better output. Also reduces follow ups so it's time saving for us and improve our productivity.

  ### 46. Outstanding Experience with This Software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lalji P. | Saleforce Developer, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 05, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

What I like best about Salesforce Sales Cloud is that it keeps all my customer and sales information organized in one place. It helps me track leads easily, automate routine tasks, and gives clear dashboards that help me understand my sales progress quickly. It makes my work faster, easier, and more organized.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The only thing I dislike about Salesforce Sales Cloud is that it can feel overwhelming at first because there are many features and settings. It takes some time to learn everything. Also, customization sometimes requires technical support, which can slow things down.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Salesforce Sales Cloud helps by keeping all customer and sales data in one place, tracking leads and follow-ups, and giving a clear view of the sales pipeline. It saves time through automation, improves team coordination, and helps me close deals faster with better insights.

  ### 47. Salesforce: Complete and Flexible Platform for Unified Customer Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erica  Y. | Especialista em CRM, Leisure, Travel & Tourism, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**AI Translated:** This review has been translated from Portuguese using AI.

**Reviewed Date:** October 16, 2025

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Salesforce is highly comprehensive and flexible for customer relationship management. The ability to create automations, personalized journeys, and advanced segmentations greatly facilitates working with campaigns and communication strategies. The integration between different areas (sales, marketing, and customer service) allows for a unified view of the customer, making actions much more strategic and assertive. I also appreciate the platform's stability and the ability to customize fields, flows, and dashboards according to business needs.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Although it is extremely robust, some features end up being complex for initial configurations, requiring technical knowledge or specialized support. The learning curve is high, especially for those who need to create more advanced automations or reports. Additionally, certain processes could be more intuitive and agile in daily use, as small changes require several steps to be completed. Another point is that, at times, the loading time can impact productivity.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Salesforce Sales Cloud helps me centralize all customer information in one place, making it easier to track history and interactions. It solves problems of disorganization and lack of visibility in journeys, allowing the creation of automated flows and more strategic segmentations. This brings more agility to structure communication schedules, campaigns, and personalized actions, avoiding rework and increasing team efficiency. As a result, I can make faster, data-driven decisions, improving performance and customer relationships.

  ### 48. Sales Cloud Delivers a Complete Customer View and Faster Deal Closures

**Rating:** 5.0/5.0 stars

**Reviewed by:** sunkara a. | Customer Success Analyst, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account added to their profile

**Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** March 15, 2026

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

Most users like Sales Cloud because it gives a complete view of customers, improves sales tracking, and automates many manual tasks, which ultimately helps teams close deals faster.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

One downside of Salesforce Sales Cloud is that it can be complex and expensive, especially for smaller teams. While it offers powerful customization and reporting capabilities, setting up and maintaining those features often requires technical expertise and training.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

Salesforce Sales Cloud solves problems like scattered customer data, poor lead management, lack of visibility into the sales pipeline, and too much manual work for sales teams. By centralizing customer information, automating tasks, and providing real-time insights, it helps companies improve sales productivity and close deals faster.

  ### 49. Centralized Lead & Customer Data Hub with Powerful Integrations

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 09, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The centralized ecosystem to manage all types of lead and customer data at one place. It also offers highly effective integrations with other systems such as Jira, BigQuery, and almost every other system that is required to run the business.

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

The UI is a bit difficult to navigate through. Support services can be improved as well.

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

We manage our entire customer and user database on Salesforce. We also utilize other Salesforce products, such as Service Cloud and Agentforce, etc., which enable us to manage every aspect of the customer journey within a single platform.

  ### 50. Reliable Data Provider

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amit R. | Marketing Executive, Market Research, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: G2 invite:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review.

**G2 Icon:** Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.

**Reviewed Date:** March 24, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Agentforce Sales (formerly Salesforce Sales Cloud)?**

EASY TO ACCESS FOR FIND DETAILS OF ANY TYPE

**What do you dislike about Agentforce Sales (formerly Salesforce Sales Cloud)?**

SOMETIMES DATA IS NOT VALID OR NOT EFFECTIVE

**What problems is Agentforce Sales (formerly Salesforce Sales Cloud) solving and how is that benefiting you?**

A key problem is not knowing whether a mobile number is active on WhatsApp. With Agentforce Sales, you can validate numbers and identify WhatsApp-enabled contacts (for example, via a WhatsApp icon).

This makes targeting more accurate, improves response rates, and saves time by letting you focus on verified contacts.


## Agentforce Sales (formerly Salesforce Sales Cloud) Discussions
  - [How do you manage high volume of duplicated data?](https://www.g2.com/discussions/how-do-you-manage-high-volume-of-duplicated-data) - 3 comments, 2 upvotes
  - [How are other organizations utilizing SFDC for application of price uplift annually in their Renewal Contracts, both for 12 month and multi-year arrangements?](https://www.g2.com/discussions/how-are-other-organizations-utilizing-sfdc-for-application-of-price-uplift-annually-in-their-renewal-contracts-both-for-12-month-and-multi-year-arrangements) - 1 comment, 2 upvotes
  - [When do you need a CRM?](https://www.g2.com/discussions/31049-when-do-you-need-a-crm) - 11 comments, 3 upvotes
  - [How do I merge two contacts in the same account on on main screen if that&#39;s possible?](https://www.g2.com/discussions/15673-how-do-i-merge-two-contacts-in-the-same-account-on-on-main-screen-if-that-s-possible) - 6 comments, 2 upvotes
  - [How do make our classic layout and fields, buttons transfer over to lightning](https://www.g2.com/discussions/12482-how-do-make-our-classic-layout-and-fields-buttons-transfer-over-to-lightning) - 2 comments, 2 upvotes

- [View Agentforce Sales (formerly Salesforce Sales Cloud) pricing details and edition comparison](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews?page=7&section=pricing&secure%5Bexpires_at%5D=2026-09-04+02%3A13%3A16+-0500&secure%5Bsession_id%5D=8e44db78-81dc-410a-9e3d-7db52fb46763&secure%5Btoken%5D=dc2627c616db43667219cc084bfef0b97d699d01d6eb383d669c8fc40f9964c3&format=llm_user)

## Agentforce Sales (formerly Salesforce Sales Cloud) Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Reports**
- Reports Interface
- Steps to Answer
- Graphs and Charts
- Score Cards
- Dashboards
- Customizable Reports
- Marketing Reports
- Sales Reports
- Activity Dashboard
- Interactive Reports
- Customizable Reports
- Customizable Reports
- Activity Dashboard
- Customizable Dashboard

**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Cartography**
- Geographic Maps
- Vector Mapping 
- Data Visualization
- Overlaying
- Data Mapping

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options 
- CRM Integration
- Calendar
- Shared Records
- Business Process Automation
- Performance Management
- Calendar Management
- Sales Pipeline Management
- Communication Management
- Campaign Management

**Call Analytics**
- Call Recording
- Machine Learning
- Call Analysis
- Lead Qualification
- Trend Analysis
- Real-Time Data
- AI/Machine Learning

**Revenue Sourcing and Forecasting**
- Revenue History
- Pipeline Management
- Dashboard Analytics
- Multi-Device Data Visualization
- Data Segmentation
- Predictive Forecasting
- Revenue Operations Cadence

**Territory Mapping**
- Custom Territory Mapping
- Strategic Selling
- Automatic Rep Assignment

**Integrations**
- MS Teams Integration
- Email Integration
- Zoom Integration
- Google Meet Integration
- Salesforce Integration
- Third-Party Integrations

**Sales Performance Features - Sales Planning**
- Account Scoring
- Revenue Planning
- Account Segmentation
- Sales Performance
- Sales Forecasting
- Integrations
- Scenario Modeling

**Agentic AI - Lead Scoring**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Decision Making
- AI/Machine Learning
- Social Media Integration
- Third-Party Integrations

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- CRM Integration

**Agentic AI - Outbound Call Tracking**
- Autonomous Task Execution
- Natural Language Interaction

**Agentic AI - Sales Coaching**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Decision Making
- AI/Machine Learning
- Third-Party Integrations

**Agentic AI - Sales Enablement**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Revenue AI Platforms**
- Natural Language Interaction
- Proactive Assistance
- Autonomous Task Execution
- Cross-system Integration
- Decision Making
- Adaptive Learning

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Content Management**
- Content Import
- Content Creation
- Templates
- Advanced Search
- Content Library
- Email Management
- Customizable Templates

**Training**
- Knowledge Base
- Coaching Materials
- Playbook Creation
- Video Record

**Attribution**
- Lead Opportunity
- Lead Assignment
- Pipeline Acceleration

**Calling**
- Record Calls
- Generate Location
- Call Types
- Click-to-Call
- Auto Dialer

**Analytics**
- Open Rates
- Link Activity
- Attachment Activity

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Analysis**
- Predictive Analytics
- Distance Analysis 
- Spatial Analysis
- Data Stream
- Demographic Data
- Trend Analysis
- Trade Area Analysis

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs
- Third-Party Integrations
- Meeting Management
- Calendar Management
- Call Management
- Document Management
- Contact Management
- Task Management
- Lead Management
- Content Management
- Notes Management
- Sales Activity Management
- Email Management

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
- Gamification

**Artificial Intelligence - Conversation Intelligence**
- Customer Scoring
- Speech-to-Text
- Sentiment Analysis

**CRM Data Enrichment**
- Calendar Sync
- Email Activity Capture
- Conversation Intelligence
- Marketing Leads
- Contact Capture

**Route Planning**
- Lead Priority
- Optimized Sales Routes
- Map Directions

**Branding & Customizatio**
- Custom Booking Page
- Personalized Links
- Personalized Web Embed
- Online Booking
- Room Booking

**Territory Management - Sales Planning**
- Territory Management
- Territory Planning

**Platform - Revenue AI Platforms**
- Conversation Intelligence
- Predictive Forecasting
- CRM Data Enrichment
- Actionable Insights
- Risk Flagging
- Workflow Orchestration
- Sales Coaching
- Pipeline & Deal Management
- Customer Data Capture

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting
- Budgeting/Forecasting
- Correlation Analysis
- Competitive Analysis
- Sales Trend Analysis
- Statistical Analysis

**Analytics**
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization
- Prioritization

**Feedback**
- Review
- Scorecard
- Coaching Card
- Leaderboard
- Real-Time Updates
- Notifications
- Competition

**Discovery**
- Lead Management
- Scoring/Ranking
- Lead Context
- Pipeline Management
- Workflow Management
- Opportunity Management
- Task Management
- Contact Management
- Calendar Management
- Email Management
- Campaign Management

**Contacts**
- Personalization
- Information Locater
- Record Prospect Data
- Contact Management

**Customizations**
- Email Platform Integration
- Email Scheduling
- Real-Time Notifications
- Email Categorization
- Templates
- Third-Party Integrations

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**Reporting**
- Data Transformation
- WYSIWYG Design
- API Integrations
- Third-Party Integrations

**Performance Analysis**
- Coaching 
- Peformance Tracking
- Email Tracking
- Call Tracking

**AI and Automation**
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
- Machine Learning

**Account Management**
- Nonengaged Accounts
- Account optimization
- Historical Patterns
- Rep Performance
- Account Engagement
- Historical Win/Loss Patterns

**Sales Performance Management**
- Gamification
- Performance Dashboards
- Sales Rep Tracker

**Automatic Rules & Configurations**
- Set Working Hours
- Automatic Updates
- Buffer Times
- Real-Time Updates

**Generative AI**
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- Generative AI

**Quota & Capacity Management - Sales Planning**
- Quota Management
- Capacity Management
- Quota Planning

**Additional Functionality**
- Contact Management
- Email Marketing
- Drag & Drop
- Drip Campaigns
- Workflow Management
- Customizable Fields
- Monitoring
- CRM
- Team Management
- Click Tracking
- Subscription Management
- Activity Dashboard
- API
- Location Tracking
- Customer Segmentation
- Geolocation
- Customizable Branding
- Activity Tracking
- Data Import/Export
- Mailing List Management
- Campaign Management
- Email Management
- Audience Targeting
- Reporting/Analytics
- AI Copilot
- Email Distribution
- Email Reminders
- Autoresponders
- Engagement Tracking
- Event Triggered Actions

**Additional Functionality**
- Customizable Reports
- Geotargeting
- Ad hoc Reporting
- Search/Filter
- Role-Based Permissions
- Alerts/Notifications
- Real-Time Analytics
- Reporting & Statistics
- Activity Tracking
- Geocoding
- Widgets
- Communication Management
- Behavioral Analytics
- Data Synchronization
- Data Import/Export
- Multi-Location
- Database Support
- 2D/3D Designing
- Customer Segmentation
- Geofencing
- Collaboration Tools
- Single Sign On
- CAD Tools
- Activity Dashboard
- AI Copilot
- Generative AI
- Location Tracking
- Reporting/Analytics
- Mobile Access
- Access Controls/Permissions
- User Management
- Real-Time Notifications
- Heatmaps
- Route Optimization

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking
- Predictive Analytics
- Visual Analytics
- Task Management
- Contact Management
- Lead Management
- Opportunity Management
- Workflow Management

**Management**
- Conversion Viability
- Workflow

**Insights**
- Notes
- Daily Summary
- Automated Voicemails
- Automated Emails
- Sorts Prospects
- Automated Note Taking
- AI/Machine Learning

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Presentation and Forms**
- Video and Interactive Media
- Digital Contracts
- E-signature

**Generative AI**
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- Generative AI
- Lead Generation

**Agentic AI - Revenue Operations & Intelligence (RO&I)**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Social Media Integration
- Website Integration

**Agentic AI - Sales Planning**
- Autonomous Task Execution
- Multi-step Planning

**Agentic AI - Conversation Intelligence**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Forecasting

**Agentic AI - Business Scheduling**
- Autonomous Task Execution
- Multi-step Planning

**Additional Functionality**
- Performance Metrics
- Keyword Filtering
- Natural Language Processing
- For Contact Centers
- Reporting & Statistics
- Call Tracking
- Alerts/Notifications
- AI Copilot
- Automatic Transcription
- Playbooks
- Employee Coaching Tools
- Text Mining
- Trend/Problem Indicators
- Notes Management
- Retention Tracking
- Feedback Management
- Recommendations
- Dashboard
- Multi-Channel Communication
- Access Controls/Permissions
- Compliance Tracking
- API
- Rules-Based Workflow
- Intent Recognition
- Tagging
- Collaboration Tools
- Prioritization

**Additional Functionality**
- Performance Metrics
- Feedback Management
- AI Copilot
- Reporting & Statistics
- Mobile Access
- Collaboration Tools
- Gamification
- Automatic Transcription
- Call Recording
- Sales Reports
- Real-Time Analytics
- Commenting/Notes
- Built-in Course Authoring
- Learning Paths/Tracks
- Assessment Management
- Video Conferencing
- Conversation Intelligence
- Call Monitoring
- Goal Setting/Tracking
- Workflow Management
- Learning Management
- Content Management
- Training Management
- Document Management
- Content Library
- Recommendations
- Activity Dashboard
- Call Tracking
- Performance Management
- Onboarding
- Search/Filter

**Additional Functionality**
- Dynamic Modeling
- Lead Qualification
- Lead Capture
- Real-Time Reporting
- Contact Database
- API
- Reporting & Statistics
- Role-Based Permissions
- Collaboration Tools
- Dashboard Creation
- Modeling & Simulation
- Exception Reporting
- Generative AI
- Sales Reports
- Performance Metrics
- "What If" Scenarios
- Customizable Reports
- Data Import/Export
- AI Copilot
- Graphical Data Presentation
- Drag & Drop
- Access Controls/Permissions
- Alerts/Notifications
- Business Process Control
- Multi-Currency
- Pipeline Reports

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Additional Functionality**
- Task Scheduling
- Customizable Branding
- Customizable Fields
- Reminders
- Shift Swapping
- Automated Scheduling
- Drag & Drop
- Mobile Access
- Real-time Scheduling
- Multi-Location
- Personalization and Recommendation
- Access Controls/Permissions
- Resource Scheduling
- Activity Tracking
- Timesheet Management
- Availability Management
- API
- Absence Management
- Self Service Portal
- Generative AI
- Calendar Management
- Real-Time Notifications
- Class Scheduling
- Employee Scheduling
- Facility Scheduling
- Booking Management
- User Management
- Employee Management
- Alerts/Notifications
- Reporting & Statistics
- Group Scheduling
- Customer Database
- Appointment Scheduling
- Time Zone Tracking
- AI Copilot
- Calendar Sync

**Additional Functionality**
- Meeting Management
- AI Copilot
- Reminders
- Recommendations
- Lead Distribution
- Workflow Management
- Performance Management
- Dashboard
- Email Management
- Lead Management
- Activity Tracking
- Email Templates
- Third-Party Integrations
- Customizable Fields
- Sales Pipeline Management
- Generative AI
- Automatic Call Distribution
- Call Monitoring
- Lead Capture
- Deal Management
- Call List Management
- Multi-Channel Communication
- Call Recording
- For Contact Centers
- CRM
- Data Management
- Calendar Management
- Chat/Messaging
- Lead Qualification
- API
- Task Management
- Interaction Tracking
- Reporting & Statistics

**Additional Functionality**
- Customer History
- Document Storage
- Alerts/Notifications
- Customizable Templates
- Lead Capture
- Lead Qualification
- Route Optimization
- Calendar Management
- Workflow Management
- Third-Party Integration
- Sales Trend Analysis
- API
- CRM
- AI Copilot
- Email Management
- Opportunity Management
- Customizable Forms
- Payment Collection in the Field
- Lead Management
- Contact Management
- Dispatch Management
- Customer Database
- Mobile Access
- Activity Tracking
- Sales Forecasting
- Sales Activity Management
- Commission Management
- Reporting & Statistics
- Territory Management
- GPS
- Generative AI

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Self Service **
- Calculated Fields
- Data Column Filtering
- Data Discovery
- Search
- Collaboration / Workflow
- Automodeling
- Natural Language Search
- Visual Discovery
- Data Blending
- Data Blending

**Platform**
- Data Synchronization
- Analysis
- Sales Trend Analysis
- Demographic/Firmographic Data
- Real-Time Data

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Strategic Planning

**Learning Management - Sales Enablement**
- Sales Training 
- Sales Coaching
- Sales Onboarding

**Additional Functionality**
- Prospecting Tools
- Reporting/Analytics
- AI Copilot
- Auto-Dialer
- For Sales Teams/Organizations

**Additional Functionality**
- Drag & Drop
- Interaction Tracking
- Customizable Fields
- Multiple Scoring Models
- CRM
- Customer Segmentation
- Predictive Analytics
- Prioritization
- Lead Qualification
- Contact Database
- Reporting & Statistics
- Alerts/Notifications
- Email Marketing
- Lead Nurturing
- Web Forms
- Document Storage
- Search/Filter
- Prospecting Tools
- Email Tracking
- Sales Forecasting
- Customizable Templates
- Lead Generation
- Sales Reports
- Lead Distribution
- Data Enrichment
- AI Copilot
- API
- Real-Time Notifications
- Lead Capture
- Reminders
- Generative AI
- Forecasting
- Email Templates
- Activity Dashboard
- Activity Tracking
- Workflow Automation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Advanced Analytics**
- Predictive Analytics
- Data Visualization
- Big Data Services
- Real-Time Analytics
- Reporting/Analytics
- Real-Time Analytics
- Reporting/Analytics
- Visual Analytics

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning

**Revenue Enablement - Sales Enablement**
- Cross-Functional Alignment
- AI and Automation
- End-to-End Customer Journey Insights
- Generative AI

**Additional Functionality**
- Email Response Control
- Speech Recognition
- Customer Engagement
- Dashboard
- Chat/Messaging
- AI Writing Assistant
- For Sales Teams/Organizations
- Sales Automation
- Alerts/Notifications
- CRM
- Predictive Analytics
- Lead Scoring
- Templates
- Reminders
- Email Templates
- SMS Messaging
- Personalization
- Reporting/Analytics
- Conversation Intelligence
- Lead Engagement
- Customer Database
- AI Copilot
- Omnichannel Outreach
- Workflow Automation

**Additional Functionality**
- Chat/Messaging
- Prospecting Tools
- Content Delivery
- Personalization
- Reporting/Analytics
- Task Management
- Alerts/Notifications
- Activity Tracking
- Third-Party Integrations
- API
- CRM
- Campaign Management
- Audio/Video Recording
- Collaboration Tools
- Appointment Scheduling
- Real-Time Notifications
- Contact Database
- For Sales Teams/Organizations
- Lead Management
- Activity Dashboard
- Scheduling
- Reporting & Statistics
- Email Tracking
- User Management
- Interaction Tracking
- Workflow Management
- Calendar Management
- Lead Capture
- Call Recording
- Template Management
- Customizable Branding
- Social Media Integration
- Content Management
- Performance Management
- Lead Nurturing
- Document Management
- Sales Trend Analysis
- Meeting Management
- Lead Qualification
- AI Copilot
- Video Support
- Microsoft Outlook Integration
- Audio File Management
- Engagement Tracking
- Contact Management
- Goal Management
- Sales Planning
- Mobile Access
- CRM Integration
- Pipeline Management
- Conversation Intelligence
- Access Controls/Permissions
- Gamification
- Lead Scoring
- Opportunity Management
- Microlearning
- Content Sharing
- Real-Time Data
- Workflow Automation

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Building Reports**
- Data Transformation
- Data Modeling
- WYSIWYG Report Design
- Integration APIs
- Real-Time Data
- Real-Time Data
- Third-Party Integrations
- Third-Party Integrations

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

**Platform**
- Mobile User Support
- Customization 
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Performance and Reliability
- Breadth of Partner Applications
- Mobile Access
- Metadata Management

**Additional Functionality**
- Customizable Branding
- Natural Language Processing
- Data Extraction
- AI Copilot
- Ad hoc Reporting
- Real-Time Reporting
- Publishing/Sharing
- Collaboration Tools
- Strategic Planning
- Self Service Data Preparation
- Trend Analysis
- Text Analysis
- Real-Time Monitoring
- Data Synchronization
- Widgets
- Benchmarking
- Performance Metrics
- Data Mapping
- Generative AI
- Trend/Problem Indicators
- Customizable Templates
- Access Controls/Permissions
- Data Import/Export
- Profitability Analysis
- OLAP
- Alerts/Notifications
- Search/Filter
- Drag & Drop
- Data Connectors
- Multiple Data Sources
- Key Performance Indicators
- Dashboard Creation
- Role-Based Permissions
- Data Mining
- Forecasting
- Ad hoc Query

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