Overview
Product Information on Salesforce Sales AI
What is Salesforce Sales AI?
Salesforce Sales AI Pricing
Overall experience with Salesforce Sales AI
“Initial Setup Requires Significant Time but Delivers Long-Term Lead Management Benefits”
“Robust Reporting Features Offset By Slow Interface Customization In Salesforce”
About Company
Company Description
Salesforce is a company that integrates artificial intelligence with customer relationship management and data to create solutions for customer-related concerns. Salesforce's primary business problem is to enhance the interaction between businesses and their customers by leveraging technology.
Company Details
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Key Insights
A Snapshot of What Matters - Based on Validated User Reviews
User Sentiment About Salesforce Sales AI
Reviewer Insights for: Salesforce Sales AI
Deciding Factors: Salesforce Sales AI Vs. Market Average
Salesforce Sales AI Likes & Dislikes
The up-front support when we first signed the contract and went live with the software was second-to-none, I could not fault the hands-on help we had, and there certainly were lots of questions that we needed help with. If you want to go-live quickly, this software may not be for you, as you have to invest time to make this work.
What I like most about Salesforce is its ability to centralize customer data and support large-scale operations efficiently. Its reporting capabilities are robust once setup correctly.
Accurate lead scoring and prioritisation - AI helps identify high-potential leads, allowing our team to focus on the right opportunities. Forecasting and pipeline insights - provides clear, data-backed recommendations that improve sales planning and predictability Seamless CRM integration - it's built into Salesforce so we don't need to jump between platforms.
Cost is obviously a big factor, as this is one of the most expensive on the market, however we already use Salesforce CRM so it felt like a no-brainer to have the entire sales function under one roof. The insights and reporting features are not as clear or easy to use as I would like, and I find them quite clunky to get to grips with.
It is not fully flexible. Even small customization requests like changing KPI colors or updating UI elements take a lot of time to be implemented.
Performance and Speed - with large datasets, the system can sometimes feel slow, especially when running advanced reports or AI-driven queries. Cost and licensing - the pricing structure can feel high compared to other solutions, especially when additional features require separate licenses or upgrades. Occasional accuracy gaps - lead scoring and forecasting are generally reliable, but there are times when the recommendations don't fully align with actual outcomes.
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Peer Discussions
Salesforce Sales AI Reviews and Ratings
- PARTNER SUCCESS MANAGER<50M USDBankingReview Source
Initial Setup Requires Significant Time but Delivers Long-Term Lead Management Benefits
Very time-consuming setup but well worth the time and effort, as we are reaping the benefits from a lead management and growth perspective - STRATEGIC PARTNERSHIPS50M-1B USDConsumer GoodsReview Source
Streamlined Forecasting and CRM Integration Highlight Salesforce Sales AI Benefits
Salesforce Sales AI has been a strong addition to our sales and CRM workflows. It has streamlined lead prioritization and forecasting, making our sales teams more efficient and data-driven. Integration with Salesforce CRM is smooth and ensures all insights are available within our existing workflows. That said, the setup and initial configuration required some fine tuning. Overall it's been a reliable tool that helps us make smarter decisions and save time. - HEAD OF MARTECH AND DATA PRODUCT<50M USDSoftwareReview Source
Integration strengths noted, but data quality and cost remain concern areas
It has feature breadth for the full lifecycle of sales, although learning has a steep curve and it demands robust change management (was overhead for us). Integration capabilities are great. I would assess value for money as 3.5/5 - MANAGER50M-1B USDIT ServicesReview Source
Salesforce Sales AI Enhances Lead Generation But Requires Intensive Integration and AI Training
Salesforce AI is a helpful tool when it comes to lead generation. With the AI tool we are able to predict trends, create custom tasks without a need for a code. - DIRECTOR OF COMMUNICATIONS1B-10B USDServices (non-Government)Review Source
Extensive CRM Connections and Data Export Features Highlighted by Long-Term Users
Have been using this tool for over a decade and I appreciate how the company continues to innovate, expand, listen to user feedback, and maintain a role as a leader for CRM management.