Salesforce Engage Software Reviews

“My top choice for handling large datasets

Pros

We can handle the import and export of very large datasets which makes it my top choice.

Cons

The initial configuration is complex and the interface is not always easy for new users to figure out.

“decent tool

Pros

It is a decent tool for handling all our customer information.

Cons

In my opinion it costs a bit more than many other similar tools on the market.

“A flexible and key cloud-based crm

Pros

The software is a flexible, cloud-based CRM that plays a key role in adapting to internal changes and meeting customer needs. Plus we can manage opportunities, quotes and more through automated workflows which simplifies lead management.

Cons

You need an experienced sales operations team to really get the best results from it.

“Helpful support

Pros

It is simple to use and customize, with a user-friendly interface and helpful support.

Cons

I wish there was more storage space and a longer free trial period for new users.

“The best for organized and accurate data

Pros

For everything from managing programs to fundraising, it is the best platform for keeping our data organized and accurate.

Cons

Umm it has its drawbacks as its a costly platform and can be difficult to navigate especially for people who are not very tech-savvy.

“confusing layout

Pros

The itemized lists are my favourite feature because they make finding individual entries much simpler.

Cons

The interface can be a bit confusing at first because some menus and features aren't as intuitive as they could be. There's a learning curve to finding where everything is located.

“exceptionally powerful and adaptable CRM

Pros

I have to say, this is an exceptionally powerful CRM with a huge variety of tools, functions and customization options that suit almost any sales setting. After five years of using it, I have seen firsthand how effectively it can adapt to any sales process.

Cons

The high level of customization makes the platform sometimes difficult to manage. Plus it sometimes handles complex problems while missing simpler ones I actually need solved.

“fairly user-friendly and fast for editing

Pros

It is very user-friendly and fast for opening and editing information. I also find it simple to set up and tailor to each business.

Cons

I feel like the tab system could be improved as it sometimes opens a new window instead of a tab. Also the Einstein Call Insights feature isn't fully developed yet and often misinterprets what I say.

“love the advanced tools!

Pros

I really value the advanced tools for managing leads and sales opportunities.

Cons

One thing I noticed is that making advanced customizations requires technical knowledge.

“Fantastic central hub for company collaboration

Pros

Personally, I think this is a fantastic central hub for storing information and collaborating across the entire company on data entry. It is also highly customizable especially when we work with their team.

Cons

New users need time to get comfortable with it likely because there are so many features to explore. So it takes a while to learn our way around.

“easy to use

Pros

It is very easy for a sales engineer to use and the data analysis feature is a standout to be honest.

Cons

I think for material requirements planning, an SDP system works much better than Salesforce.

“Highly adaptable and excellent for sales

Pros

Salesforce Software is highly adaptable and excellent for managing sales.

Cons

The built-in phone dialer in it was not as good as other dedicated dialing tools.

“Incredible advanced features

Pros

My favorite part of it is how well it connects with other services. It also has incredible, advanced features that support company growth. The platform definitely meets my specific needs especially when I use the dashboards and reports.

Cons

One of my main issue with it is its complexity for new users, especially when navigating the interface. I wish they provided some formal training, as there is just so much to learn.

“flexible all-in-one crm solution

Pros

I've found Salesforce incredibly flexible. I love that sales, deal reviews, and client service are all on one platform. Best of all, its workflow system automates the tedious manual work that used to tie up our sales and revenue ops teams.

Cons

The rollout of the AI Agents took longer than we initially anticipated.

“User-friendly reporting and forecasting features

Pros

I really like the reporting and forecasting features. Once you have had some training, it is quite user-friendly and easy to navigate

Cons

It becomes easy to use for routine tasks after training but the training process itself is very thorough and can feel drawn-out.

“Completely transformed our workflow

Pros

Love how it completely transforms how we connect with our customers by providing tools that enhance those relationships. What's really valuable is that it works for any business size. Whether you're a small team of 10 or a large enterprise, you can use their AI agents to handle more customer conversations without adding more staff.

Cons

Currently I do not have any complaints about it. We have been using it for nearly two years and it's been a great asset. Our team picked it up quickly and everyone can create their own shortcuts to make customer interactions even smoother.

“simply love it!!

Pros

One thing I like the most is that it records nearly every action that takes place.

Cons

I honestly cannot think of any negatives right now. It's been significantly more useful than the system we had before.

“A practical solution!

Pros

I find it a very practical solution for medium and large businesses.

Cons

It does not feel very natural to use at first but in our case, we received guided support and a full walkthrough on how to operate it.

“Tailored to our needs

Pros

Well I really like how simple it is to use and tailor to our needs. It is also been impressive to see the application evolve over the two decades I have been using it.

Cons

I noticed that it can be challenging to stay updated with how fast the platform evolves and adds new features.

“comprehensive solution!!

Pros

I like how customer details auto-populate so easily. Salesforce is a single, comprehensive solution for handling all customer requirements.

Cons

Honestly I have no criticisms. I use it regularly as part of my weekly tasks.