Automated Lead Assignment Workflow
Streamline lead distribution to sales representatives based on predefined rules.
AgentForce Sales (formerly Salesforce Sales Cloud)
Comprehensive cloud-based CRM solution enabling sales automation and customer management
By Salesforce
CRM
Sales Automation
CRM
Lead Management
Product Overview
AgentForce Sales is a robust cloud-based Customer Relationship Management (CRM) platform designed to streamline sales processes, improve customer engagement, and provide detailed sales analytics. It integrates lead management, opportunity tracking, sales forecasting, and customer data management into a unified solution to empower sales teams for higher productivity and better decision-making.
The platform offers advanced sales automation tools that support every stage of the sales lifecycle, from lead generation and prospecting to closing deals and servicing customers. It provides customizable dashboards and reports to track performance metrics, automate workflow approvals, and manage customer relationships effectively. With extensive integration capabilities, AgentForce Sales connects seamlessly with key enterprise tools, enabling a connected sales ecosystem that boosts efficiency and enhances customer experiences.
Headquarters and Est. In
Austin, Texas, United States — Est. 2010
No. of Employees
501-1000
Customer Demography
Global
Customer Domains
Technology
Retail
Manufacturing
Professional Services
Use Case Deep Dive
Interactive analysis dashboard - explore detailed performance insights for key business scenarios
Real-Time Sales Forecasting Dashboard
Provide sales teams and management with instant visibility into forecasted revenues.
Mobile CRM for Field Sales
Empower field sales teams to access and update CRM data while on the move.
Integration with ERP for Order Management
Synchronize sales orders with ERP systems to streamline fulfillment and billing.
AI-Driven Lead Scoring and Prioritization
Use AI analytics to enhance lead qualification and prioritize sales efforts.
Automated Sales Approval Workflow
Accelerate deal approvals by automating routing and notifications.
Multi-Territory Sales Performance Tracking
Track and analyze sales outcomes across multiple geographic territories.
Customer Interaction Timeline for Account Managers
Consolidate all customer engagements in one chronological timeline.
Advanced Sales Reporting and Analysis
Create custom reports to analyze sales metrics deeply and guide strategy.
Collaboration between Sales and Marketing Teams
Enhance alignment by integrating sales and marketing data and workflows.
Use Case Details
Integration Details
Feature Details
Key Features
Explore the core capabilities that make AgentForce Sales (formerly Salesforce Sales Cloud) stand out.
Lead Management
Capture, track, and nurture leads through the sales funnel efficiently.
Opportunity Management
Manage sales opportunities with visibility into pipeline stages and forecasting.
Sales Forecasting
Generate reliable sales forecasts based on real-time data.
Customizable Dashboards
Design dashboards tailored to team needs for real-time insights.
Workflow Automation
Automate routine sales processes to improve efficiency.
Email Integration
Connect popular email platforms for seamless communication tracking.
Mobile Access
Access CRM features on mobile devices for sales productivity on the go.
Account & Contact Management
Maintain comprehensive records of customer accounts and contacts.
Task & Activity Management
Organize and track sales tasks and activities.
Reporting and Analytics
Create detailed sales reports to analyze performance and trends.
Collaboration Tools
Facilitate teamwork through notes, mentions, and shared records.
Data Import and Export
Simplify data migration and backup with import/export tools.
Role-Based Access Control
Define permissions and access levels for users.
Customer Segmentation
Segment customers for targeted marketing and sales strategies.
Integration with ERP Systems
Connect sales data with enterprise resource planning for end-to-end business management.
Customer Support Integration
Bridge sales with service teams for consistent customer experiences.
AI-Powered Insights
Leverage artificial intelligence for predictive analytics and recommendations.
Document Management
Store and manage sales documents within the platform.
Territory Management
Allocate and manage sales territories to optimize coverage.
Campaign Management
Plan and manage targeted sales and marketing campaigns.
Quote and Proposal Management
Generate professional sales quotes and proposals efficiently.
Multi-Currency and Multi-Language Support
Support global sales teams with localized CRM experience.
Activity Timeline
Chronological view of all customer interactions and activities.
Pipeline Analytics
Detailed analysis of sales funnel metrics to identify bottlenecks.
Collaboration with Marketing Automation
Align sales and marketing through shared data and workflows.
Contextual Integrations
Not just "integrates with" – here's the specific value each integration delivers:
Microsoft Outlook
Delivers: Seamlessly integrates email and calendar functionalities for streamlined communication.
Google Workspace (Gmail & Calendar)
Delivers: Integrates Google’s email and calendar services with CRM workflows.
SAP ERP
Delivers: Connects sales processes with back-office ERP for holistic business operations.
Marketo
Delivers: Marketing automation platform integration for synchronized lead management.
Zendesk
Delivers: Customer support platform integration for unified customer service and sales data.
DocuSign
Delivers: E-signature integration for accelerating contract approvals.
Resources
Latest insights, guides, and templates to accelerate your decisions.
Blog Posts
AgentForce Sales Blog
Downloads
AgentForce Sales Datasheet
Case Studies
How a Global Retailer Increased Sales Efficiency with AgentForce
Improving Lead Conversion Through Automation
Platform Updates
Latest Product Release Notes
Videos
Watch AgentForce Sales (formerly Salesforce Sales Cloud) in action.
AgentForce Sales Overview
Workflow Automation Tutorial
Pricing & Plans
Starter
From $25/user/month
Professional
From $65/user/month
Enterprise
Custom pricing
Frequently Asked Questions
Common questions about AgentForce Sales (formerly Salesforce Sales Cloud):
AgentForce Sales is a cloud-based CRM platform designed to streamline sales processes, manage customer relationships, and provide analytics for better decision-making.
Yes, it natively integrates with popular email clients like Microsoft Outlook and Gmail for seamless communication tracking and scheduling.
Yes, native mobile apps are available for iOS and Android allowing sales teams to work remotely with offline access and data synchronization.
It offers customizable dashboards and reports including pipeline analytics, sales forecasting, lead scoring, and campaign performance.
The platform includes role-based access control, audit logging, and compliance features to protect sensitive sales and customer data.
Implementation Partners
Partners listed for AgentForce Sales (formerly Salesforce Sales Cloud) and trusted teams available for implementation support.
No implementation partners are listed for this profile yet.
Want to implement AgentForce Sales (formerly Salesforce Sales Cloud) for clients?
Create a partner owner account, build your partner profile, then apply to be featured here.
Similar Software
Showcase your Software
Own a product? Create your profile and get reviewed for listing on The Software Showroom.