# Sales Force Automation-SFA Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Sales Force Automation-SFA the right Sales Force Automation solution for you? Explore 15 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/114993/Sales-Force-Automation-SFA/reviews --- Sales Force Automation-SFA 4.3 (15) [View alternatives](https://www.capterra.com/p/114993/Sales-Force-Automation-SFA/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated November 12th, 2025 # Reviews of Sales Force Automation-SFA Ease of use 3.9 Customer Service 4.0 ## Showing most helpful reviews Showing 1-15 of 15 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Allan C. Data Analyst Real Estate Used the software for: 1-2 years ### "Sales Force helps your business grow!" April 24, 2021 5.0 SFA allows you to improve customer services, this software can be customized to reflect the company's processes. Has shown great usefulness during the current pandemic for a remote workforce, everything is updated in real-time. Someone at home will see the same information as someone in the office. Pros Is a great tool that allows for contact management which allows you to track and build up a complete history of interactions, sales, and other activities. Also allows for task management, you can set up new tasks, reminders as well as creating sales leads. This tool allows for cloud app integration, which in the long run, increases overall productivity and efficiency. Cons There may be a lack of communication between departments if not properly integrated with customer service management. Meant for B2C sales. Review Source SP Sony P. Customer Success Manager Computer Software Used the software for: 2+ years ### "Great database platform for cross functional teams" November 11, 2022 5.0 Overall it was great. Pros I love the visibility of the platform when it comes to the cross-functional teams. Where is a sales opportunity, Platform has everything you need to be prepared with all the information. Cons Standardized functionality offered by the Salesforce is sometimes not enough for some of my large enterprise clients, as their model works differently and doesn't align with the SF model. Review Source VR Verified Reviewer Content Writer Banking Used the software for: 1-2 years ### "Good functions, ok UI" August 18, 2018 3.0 Pros Automation functions are robust and fairly user friendly Cons User interface needs some serious work. It’s easy to get lost and it’s not intuitive Review Source Dewmi R. Business Analyst Telecommunications Used the software for: 1-2 years ### "Main touch point of the company's Corporate Account Admins to manage and track all sales" January 7, 2021 4.0 SFA acts as the main interaction point of our sales and account managers. All sales/leads/opportunities are recorded and managed in SFA along with hierarchies. Great tool for handling enterprises business segment of the company. Pros It has plenty of great features in built that we can use straight forward as well as allows easy customizations of components and adding process flows to match organizational requirements. Cons Would be best if can simply the UI bit more to avoid confusions specially for first time users trying the product. Review Source YN Yogendra N. Manager Sales & Operations Used the software for: 2+ years ### "SF is the only man I know who behaves sensibly is my sales tailor, Who makes me achive my goals" July 27, 2018 4.0 Pros SF allows us to manage the sales planner on weekly basis, SF allows us to schedule meetings accordingly to the weekly planner. Allows us to sync the contacts irrespective of cloud storage. Allows us to sync mails with Email which is configured accordingly by the company. Allows Seamless reports to generate in order to project the Sales, Revenue and contacts. Most likely the the Different stages of sales cycles. Align team to followup with the client. Customised commercial allignment. Approval metrics for commercials. Creating Groups to follow us. Posting pictures of the event. Data of all the followup mails and agreements can be stored Cons The way it looks its so simple. First-timer gets annoyed with the option seen on the dashboard. Review Source KB Kirk B. CEO Used the software for: 2+ years ### "I use Sales Force on a daily process. It is invaluable to keep everyone integrated together." July 5, 2018 5.0 Pros I love how you can set "tasks" keep all customer information and accounts together, and anytime you need to look up a conversation you can record it is at a touch of a keyboard. It also keeps your accounts all together, and the use of taking credit cards is unbelievable. You also can make your own reports which is invaluable. Cons Sales Force is a behemoth. In other words it can keep NBC straight because of all its functions; however, you just get used to what your company needs. Review Source Shasanka I. Software Engineer Telecommunications Used the software for: 6-12 months ### "One of the best tools to manage Enterprise Sales and Sales Leads" March 10, 2021 4.0 Overall a very positive experience. A great to tool to have for managing sales in specially medium scale and large scale companies. Pros Accounts Managers' life is made easy withs SFA. It comes with a full package of sales and leads tracking, lead conversions, revenue monitoring and all sort of reporting and dashboards that makes Account Managers' life much better and easier. Cons As a first time user you have to invest your time on learning the tool. Also might have to seek expert knowledge on setting up. Review Source Prabath U. Senior Software Engineer Telecommunications Used the software for: 1-2 years ### "Leads and opportunities tracking and revenue monitoring in single touch point" January 27, 2021 4.0 Recommended if you are looking for an ideal tool to manage sales lead. Pros Great tool to manage and track enterprise sales and operations. We use SFA in collaboration with pre sales and post sale workflows which gives a seamless-flow from sales lead creation to sale fulfilment. Cons Has a learning curve for a first time user. Review Source CL Claire L. md Marketing and Advertising Used the software for: 6-12 months ### "It's worked great for our company!" August 4, 2022 4.0 Pros We have been able to benefit greatly from using Sales Force automations, have been able to remove a lot of the repetitive tasks that our team has to do. Cons Can't really say anything bad about sales force, we wish there were a few additional features available but nothing crucial to our business. Review Source Hopeton B. Managing Director Accounting Used the software for: 6-12 months ### "CRM Simplified " January 17, 2019 4.0 It was nice to have a software to simplify CRM Pros Excellent for data gather for customers and marketing efforts. Automating the entire process from marketing campaign to customer selection. Cons Can be subjective, and ignore some elements which are not easily measure or quantify. Review Source BKK Bhole Krishna K. Senior Manager Retail Used the software for: 1-2 years ### "In overall its a good business tool ,gives you overview on whats happening in business ops side." July 11, 2018 4.0 Business Information Monitoring and Tracking Reporting Reduction in Manual Intervention Approval mechanism Rights limitations Pros Reduction in manual intervention and better monitoring of what is happening in number,good mechanism to track,reporting is easy,user friendly tool. Cons Limits at places like where pictures uploaded and opened in different window takes time in opening. Pricing might be higher for small companies. Review Source Stephanie C. Author Consumer Services Used the software for: Less than 6 months ### "Great system!! " February 7, 2019 5.0 Pros Everything is done on basically one screen Cons The glitches. Most of them are caused by our department to be honest Review Source jR joao R. software engineer Information Technology and Services Used the software for: 6-12 months ### "One of the best CRM in the market" February 17, 2023 4.0 Pros Very easy to manage several campaigns for different usersExcellent personalisation and dashboard buildingVery clear user interface Cons Customer service was not bad but sometimes we had to rely on community support to go trough some configurations problems. Review Source MF Melissa F. Technical Consultant Information Technology and Services Used the software for: Less than 6 months ### "Quick and easy to learn." July 12, 2017 4.0 Ease of project management. Pros The permanent records are nice so we can look up orders / issues / billing / account information, etc. Cons The calendar feature is cumbersome. It doesn't seem intuitive and when the reminder pops up it often doesn't open when you click it. Can only get back to the calendar and the reminder from the home page. Review Source DD Darlyene D. Homeless Services Program Director Non-Profit Organization Management Used the software for: Less than 6 months ### "Doing away with business cards" December 14, 2018 5.0 Pros I can literally input the information from my saved business cards and have everything in one place. Cons This is time consuming especially for someone who didn't have typing class in high school. Review Source Similar Products Featured