Salesforce Engage Software Reviews

“tracks everything I need

Pros

It is more than just a CRM.... it is a complete sales tool. It tracks leads, manages opportunities and forecasts future revenue all in one place so I have full visibility across the entire sales pipeline.

Cons

The downside is how complex it is. Yes it is very powerful but that comes with a steep learning curve. So without good training or admin support I found it pretty overwhelming as a new user.

“Great for watching deals

Pros

This program is useful especially for sales-oriented businesses because it helps me keep an eye on the sales pipeline, the sales cycle, opportunities and contracts.

Cons

It is not always easy to use especially in its default setup when it has not been customized for the company. So at times it feels overly complicated.

“keeps my work organized

Pros

As a salesperson I love that Salesforce helps me keep my accounts organized. In short it makes it much easier to succeed and support growth.

Cons

I can see adding an AI assistant would be the only feature I'd wish for but even without that I still rely on its wide set of tools to help me succeed.

“clean and simple design

Pros

I really like the clean design and how easy it is to use. And with all the features our team uses every day in one place everything becomes simple and efficient.

Cons

Because it has so many features, training on our specific workflows is essential but once you get the hang of it, it becomes manageable.

“built exactly for us

Pros

Salesforce is the one trusted source for all our sales data. The level of customization it allows is unmatched as we have built complex workflows and custom tools that fit our exact sales process. Plus the reports and dashboards give real-time insights that my team relies on to make decisions. I personally use it every single day.

Cons

The learning curve is very steep means you cannot just pick it up in a day. I have also learned that having a dedicated admin is almost essential to keep things running smoothly. Without that ongoing support managing the platform becomes overwhelming.

“free and flexible too

Pros

We got 10 free licenses through the nonprofit discount which was great value. Also the platform is highly customizable and it is easy to start with. The best thing is that there are a lot of powerful features behind the scenes that I can adjust and add as needed. That flexibility lets me make it do exactly what I need without struggling against the system.

Cons

Once the system is configured making major changes is very hard and time-consuming. The interface for things like email templates and forms also feels basic and not very user-friendly which makes routine updates harder.

“follows each sale closely

Pros

I can track every customer's details and the entire sales process from beginning to end, connect it with other tools or software and create reports and dashboards that are highly customizable.

Cons

Since the referencing field is already a formula I cannot use another one. And when scripts get too long I have to calculate some metrics outside of Salesforce entirely.

“easy on the pocket and easy to start

Pros

The biggest advantages are how affordable and easy it is to use. I was a bit nervous at first since it was my first time trying it but I was pleasantly surprised by how simple everything is. As it didn't take long to get comfortable and I started using it right away.

Cons

Honestly I have not come across any downsides so far. The system is efficient and very user-friendly and getting everything set up and implemented was incredibly easy and quick so I have not experienced any issues worth mentioning.

“features grew, sync lagged

Pros

There are many more features now than a few years ago. Still I wish Salesforce connected more smoothly with Outlook especially to sync contact details both ways.

Cons

Lately I am noticing it doesn't integrate as well as it used to particularly with Microsoft apps such as Word, Excel and TEAMS.

“simple with helpful guides

Pros

It is excellent to use and very easy to navigate. Plus there are plenty of tutorials when I don't fully understand something.

Cons

Occasionally it works a bit slow when I am trying to move quickly through the system and sometimes I have to reset it though that doesn't happen very often.

“Rock solid, clunky notes

Pros

I use it as a reliable database for tracking sales leads and monitoring progress through interactive dashboards and it almost never goes down.

Cons

As per me the interface is a little unmanageable only for entering notes as it is not very easy and could really use improvement.

“never let us miss anything

Pros

The communication tools are my fav to track every guest interaction by email or phone so no inquiry gets lost during our busy summer season. Honestly it's the best.

Cons

Building the setup was very complex and we had to hire expensive consultants to customize the page-generation tools specifically for our booking workflow.

“automates our work

Pros

Personally what I like most about Salesforce is how customizable it is and how much it automates. By automating lead workflows and offering detailed pipeline tracking, I get complete control and clear visibility across our sales cycle. I also like the marketplace and third-party integrations because they let me extend the platform deeply into marketing, service and operations.

Cons

Honestly the initial setup is pretty complicated and the learning curve is steep which can delay when we start seeing real value especially for a smaller team like ours. When I need to make changes at the admin level, it often requires technical skills or certified help which drives up costs and creates ongoing dependency.

“helps us sees the whole picture

Pros

Sales Cloud gives excellent visibility into our sales pipeline and customer relationships. Plus it makes it much easier for me to track leads, manage opportunities and produce more dependable revenue forecasts.

Cons

The customization options are very powerful but not always easy to use. Plus without the right setup, the platform can feel unnecessarily complicated for mid-sized teams.

“loved the support

Pros

It is very easy to use for tracking COVID vaccine doses across Ontario. Also it is affordable and I have had a good experience with their customer support.

Cons

Logging in has been really difficult and the authentication process takes a long time. Though I get why it's necessary but I struggle to remember the required passwords.

“familiar feel, endless add-ons

Pros

Salesforce is a familiar platform so I know what to expect across different companies and can get up to speed quickly. It also has a large integration ecosystem which lets me adapt features to fit our specific needs.

Cons

I have noticed it's slower than I'd like with some old technical issues still causing problems. Though the interface is familiar and predictable, it does not look great as I often need extra tools or plugins to get a more modern experience.

“keeps accounts tidy

Pros

The tool keeps our accounts well organized and adapts easily to our reporting needs. It also tracks ownership, contact info, account details and pipeline activity like logged calls and other tasks.

Cons

My company is in the middle of merging systems after an acquisition so we are still sorting out various platform changes and I end up using two separate Salesforce environments. While one feels basic, the other is confusing and overly complicated to navigate.

“smooth sailing from day one

Pros

I am a big fan of Salesforce because it helps me stay organized. The platform is also easy to navigate and its interface is manageable even for someone who's never used similar tools before. My employer customizes the setup to match our processes which keeps our team running a smooth, efficient workflow.

Cons

What bothers me is that sometimes my coworkers and I cannot tell if someone has already started working on a case. That means we end up working on the same thing at the same time which causes confusion and unnecessary duplicate work.

“easy to switch and train

Pros

It is pretty user friendly from an end-user standpoint so bringing new reps up to speed is pretty easy in my experience. Switching it from one company setup to another is also simple which I like. Plus the platform is comprehensive and lets me tailor features to each business's specific needs without much hassle.

Cons

Unfortunately the cost makes it hard for smaller companies to use it regularly. As a junior employee I found it very difficult to get help when issues came up. Support seemed to need approvals I didn't have which caused a lot of frustration. That said, it's been years since I faced those problems so I am not sure if access to tech support is still an issue today.

“The dashboard shows it all

Pros

Everything is in one place and very easy to use. Plus the dashboard gives me a quick overview, showing all organized tasks and key metrics for our organization.

Cons

Honestly I haven not come across any negatives. As it is easy to use and brings a lot of benefits that I really enjoy. I have implemented it in several organizations where I have worked.