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.

“handles deals for us

Pros

For organizing customer records, tracking deal progress and handling contracts, Salesforce Cloud helps me. I do see areas that could be improved but it serves my sales needs as a powerful platform.

Cons

In the four years I have used this platform at my current job, I have not seen any updates. As the interface looks the same and really needs improvement. Even with fast internet, I have spent way too many days staring at loading screens which is frustrating and slows down daily work.

“grows with your business

Pros

Salesforce is a powerful tool for organizing data, automating workflows and managing customer relationships. Also it is very flexible and can adapt to complex business needs which is especially helpful as a company grows. Once the setup is complete, it brings clear structure and much better daily visibility across operations.

Cons

The platform can be intimidating because there's a steep learning curve and it can feel overwhelming at the beginning. Customizing it usually takes extra time, training or outside help and when you factor in more features and users the expenses can climb quickly.

“Tracks student recruitment easily

Pros

It is quite useful as a CRM for overseeing a broad array of sales, leads and customer workflows. In my position managing student recruitment, it helped me keep detailed records and monitor conversion rates which made tracking prospects and outcomes much easier and more organized.

Cons

There was a noticeable learning curve because the platform is so huge and feature-rich. Still I think it's absolutely worth the time since after I picked up the basics I felt a lot more in control of my daily tasks and better able to manage my workload.

“Works well across locations

Pros

The software is really easy to use and it lets several people in our organization access the tool from different office locations.

Cons

What really bothers me the most about it is the per-user pricing model as every single person has to have their own paid license just to be able to log in and that ends up being the biggest downside.

“reports reveal bigger deals

Pros

Not only is it easy to use but it is also a fantastic tool for processing and managing sales. The statistics and reporting are well-organized and genuinely helpful. Plus they make it much easier for me to spot and pursue bigger opportunities.

Cons

It is a little expensive depending on how you intend to use it. But if you put in the time to learn it and optimize your workflows around the platform, then I believe the cost becomes worth it.

“Deep customization, responsive support

Pros

What I love most is how deeply I can customize Salesforce even for very complex sales processes. Customer support is also excellent as they are always responsive and quick to help. The initial setup was pretty simple too and I am a big fan of the Lightning Experience interface.

Cons

Some parts, like account plans, feel less flexible than I'd like. So I hope future updates improve that. Also I wish custom buttons could open a small pop-up window since the creation page hints that might be possible. It would also be great if dashboards supported dynamic URL filters so I could filter data more easily on the fly.

“clean scheduling for teams

Pros

The scheduling features, the clean user interface and how simple it is to use particularly for businesses and their staff is something I love about it.

Cons

Personally I haven't faced any problems and the support team is available to help smooth out any hiccups you might run into during use.

“Friendly interface, connected tools

Pros

Salesforce interface is really user friendly and it connects well with a wide range of other tools. Plus I can easily find the reporting area and use it for whatever I need to accomplish.

Cons

Query responses can sometimes take longer than I'd expect and depending on my setup or permissions I have had situations where I was restricted in which reports I could run.

“decent but needs an upgrade

Pros

Well it is a decent tool that works fine. But there is nothing so special about it.

Cons

I think the user interface needs a complete update so I can find all the features more easily without digging through menus and settings.

“Quick to learn, feature rich

Pros

I am really impressed with how user friendly this software is. As it was quick to learn and didn't take long for me to get comfortable using it and it comes packed with a lot of useful features.

Cons

There is not anything I truly disliked as I find the pricing very reasonable and in my experience it speeds up workflows so I can get projects completed much faster than before.

“configuration beats coding every time

Pros

I find it really easy to set up and use as a customer. almost everything can be accomplished simply by tweaking configurations without writing any code.

Cons

In my experience purchasing extra licenses can be somewhat tricky, the overall price feels a bit steep and every add-on comes with an extra charge.

“Leads ecommerce, connects everywhere

Pros

It is great as the market leader for managing ecommerce sales, very easy to implement and it integrates seamlessly with our other Salesforce tools and company ERP systems.

Cons

At the moment I don't really have major negatives to point out, apart from the fact that maintenance and licensing costs are comparatively quite high for my company.

“one place for customers

Pros

For my company, Salesforce functions as an all-in-one platform where we keep our customer data. I find it very user-friendly and consistently reliable for different teams.

Cons

I'd really like to see a refreshed user interface along with more options to personalize the dashboard. aside from that, I don't have any other complaints.

“Backbone of sales teams

Pros

for both fieldwork and office operations, we depend heavily on Salesforce. it's a powerful tool that plays a central role in supporting our sales team.

Cons

what I least appreciate about Salesforce is the AI functionality. our sales team still isn't comfortable with AI and haven't gotten up to speed yet.

“custom code transforms tracking

Pros

Our team of Salesforce developers has been able to make use of the platform's customizable features to significantly improve how we track business metrics and handle customer requests.

Cons

This is likely due more to our merger and the email changes than the product itself but I occasionally find my browser trying to sign me in with the wrong address which leaves me stuck.

“Excel days are over

Pros

It's been a fantastic change. we've gone from relying on Excel spreadsheets to having everything centralized in a web portal and I can see it has dramatically increased the speed at which we can access our information.

Cons

I think the initial learning curve is probably steep because at the beginning it takes quite a bit of time for me to understand all the options and set everything up properly.

“complete history in one view

Pros

Salesfoce brings all customer information into one place so my team and I can see full account histories and every interaction which really helps us manage relationships more effectively.

Cons

To be frank the price is a big issue for me. As costs ramp up quickly and there are often extra fees you have to keep an eye on. I also had to spend some time learning the system and while I wouldn't call that a total deal-breaker, people often drop off midway when things aren't simple.

“Powers growth, impresses newcomers

Pros

When I started in BPO and outsourcing, Salesforce was the first major platform I used and I was immediately impressed by how efficient and easy it was. The interface is also user friendly, the data is reliable and setup is surprisingly quick so teams can work smoothly without a steep learning curve. In my experience it's a powerful tool that has helped many companies improve workflows, handle customers better and achieve real growth. I am genuinely impressed by its impact and believe it's still helping organizations scale and succeed.

Cons

After using Salesforce for many years I feel comfortable admitting that I don't necessarily call out every single feature but I have complete faith in the platform's ongoing development. Salesforce consistently proves it's an innovator and I am convinced more upgrades and powerful features are coming. As tech evolves, I have seen the product adapt reliably so it continues to be a state-of-the-art option that keeps pace with what growing businesses need.

“central hub for sales data

Pros

It is a full-featured CRM packed with capabilities. I can oversee my whole sales process and it serves as the central repository for our sales data.

Cons

At times the UI could be more beginner-friendly. As I personally found it somewhat complicated to pick up and operate particularly when using it for the first time.

“Tracks issues inside and out

Pros

Setting up an issue-tracking form for our customers to submit tickets and monitor their status has been very easy for me and I can also seamlessly integrate it with my internal bug-tracking system for consolidated workflows.

Cons

I still need some training to modify processes like configuring hard/soft consults, setting up escalation paths and defining case routing rules.

“captures every lead automatically

Pros

Working in dental marketing I have come to rely on as a single hub where I can track and handle every inquiry that comes from Google Ads, Facebook and our website. The automated assignment of leads gives me confidence that new patient calls and form submissions aren't overlooked and the ability to create custom lead stages lets our practice build pipelines that match consultations, insurance checks, treatment planning and follow-up workflows.

Cons

I have found this solution isn't always the best fit for single-location clinics. Salesforce can feel complex and pricey when compared with simpler dental CRM options. When rolling it out for front-desk teams, it can be a lot to teach and introduce to staff who are already juggling calls, scheduling, insurance matters and hands-on patient care.

“brings everything together

Pros

Salesforce tool is good since it brings all of our sales information into one place. I can see how much we've earned, access seller details like phone numbers and addresses and it also records time spent on each project.

Cons

As a new user I often felt overwhelmed by the sheer volume of settings, features and information packed into the software so it was easy for me to get lost in it and end up confused.

“outperforms rivals consistently

Pros

I have worked with Salesforce across multiple companies and in my experience it still outperforms competitors. It offers strong opportunity and pipeline management along with comprehensive reporting and dashboards.

Cons

From what I have seen any customization ends up costing a huge amount and it often feels like every single tweak requires paying an excessive fee.

“reports are built in

Pros

It is an all in one platform that lets me monitor customers, sales opportunities, quotes and even contract details. It comes with lots of built-in reports and I can easily create and filter my own custom reports which makes tracking information pretty easy.

Cons

There aren't many drawbacks I have noticed. it's a very comprehensive system but that level of functionality does mean it's somewhat pricier than simpler CRMs with fewer features.

“Looks great, easy setup

Pros

Sales Cloud is a pretty decent tool. The interface also looks the best, getting it set up was pretty eaasy too, scheduling is simple and I'd rate its usability a good 9.5.

Cons

Overall I enjoyed every feature. it might be somewhat expensive for some but pricing is subjective these days and I feel the value is clearly worth it.

“keeps things organized

Pros

My pipeline stays organised with everything stored in one place. It really helps me track opportunities, keep on top of follow-ups and get a quick sense of progress. The dashboards are user friendly and highly customisable so I can zero in on the deals that matter most.

Cons

Sometimes it feels a bit sluggish or awkward to use particularly when I am switching between different views and that can get frustrating.

“Less manual work now

Pros

Using Salesforce has given me a really clear pipeline and makes it simple for me to monitor every lead, activity and stage of a deal. It's cut down on repetitive manual work significantly. I also get fast customer support and the user interface is pretty decent so it's easy for me to understand and use the software.

Cons

For me the platform can feel overwhelming at first for new users and getting everything configured properly takes time and usually a knowledgeable admin. I have also found it can become expensive particularly when I want to add extra modules or integrate additional systems.

“helps in taking smarter decisions

Pros

What I appreciate most is the full 360-degree client view because it gives me deeper relationship insights and clearer pipeline visibility. The visual dashboards and automated workflows noticeably improve my efficiency and decision-making.

Cons

However I have found that licensing fees, add-ons and the need to buy more seats drive up our overall expenses a lot as the team grows. It's also too easy for me to delete data by accident and the interface sometimes feels overly crowded.

“organizes extensive customer data

Pros

I have found Salesforce to be a very thorough customer management platform. The amount of data you can store and monitor is extensive and I find it pretty easy to organize and handle.

Cons

For a small business the full Salesforce package can be expensive and I have also found that working with customer support tends to be quite pricey.

“reliable tool, helpful support

Pros

Generally I hardly ever run into bugs or problems and whenever I need help the customer support team has been really helpful. The scheduling features are the best and keep our team aligned and up to date on ongoing tasks and activities.

Cons

I sometimes find it takes far too long to customize fields and to move around the platform settings which slows down setup. The interface itself is fine but given the cost and the size of the company behind it, I was expecting a smoother, more seamless process when configuring modules.