Salesforce Engage Software Reviews

“provides overview predictive insights

Pros

Salesforce is great because it gives you a clear picture of your sales pipeline, active deals, and what revenue to expect. It also automates the boring stuff, helps predict what might happen next, and shows you which leads to focus on first

Cons

There is this one thing that confuses everyone which is the vast number of tools, menus and settings.

“Incredibly detailed reporting and analytics

Pros

The reporting and analytics are incredibly detailed, giving us a complete picture of our performance. The platform also offers extensive customization making it perfectly suited for tailored strategies that meet specific business needs.

Cons

Getting started with it can be a bit daunting due to the amount there is to learn. Also I noticed getting a fully functional system running for everyone also requires a considerable investment of time and budget.

“packed with fantastic features

Pros

It is a single platform packed with fantastic features allowing us to accomplish many different tasks all in one place.

Cons

The platform does not feel like it is updated or modernized very often.

“Nothing to appreciate

Pros

everyone is using it and it is really easy to get the hang of it.

Cons

The UX is really bad, the software is hard to navigate. It is crazy expensive and records are hard to pull or integrate.

“Its great but setup and data transfer is difficult

Pros

Salesforce and Ironclad work great. I have been able to create automation from quote to PO to streamline our contracting process and eliminate errors. Salesforce is highly customizable which allows flexibility to make the system work for our needs. Office works great as well for collaboration and document sharing/storing.

Cons

Our quick base tool is terrible. I think we never had someone who could set it up and manage it properly so now it is pretty difficult and the thought of how to move to a different system and migrate bad data is very overwhelming.

“Good features not the most user-friendly

Pros

The Quoting tools, reports and dashboards are great.

Cons

It is not as easy to use and set up. Data is often lost and checks/balances are missing which is a problem for us.

“A solid product

Pros

Salesforce is super customizable, making it easy for our team to track everything we need. The reporting tools are solid and give us clear insights, and it works smoothly with the rest of our software. Plus, the support is top-notch, so we�re always covered.

Cons

The cost just doesn't make sense to us, and sometimes it can feel limited in customization options.

“Integral for our HR processes

Pros

It is easy to personalize to what we need.

Cons

The cost is somewhat high.

“A work essential

Pros

It is a part of our work and we use it a lot. Our whole team is familiar and trained to use it so we are good.

Cons

I find it pretty expensive and sometimes they charge for every little service which is too much.

“Better look for other options

Pros

To be honest, there is not anything about this software that stands out to me.

Cons

Salesforce can be very expensive and most new features require a costly "module" and a consultant to help us configure. And forecasting future sales/deals is a manual process that takes a lot of our time. Linking client overall profitability to past sales is also difficult.

“Easy to use and customize

Pros

I am impressed by how user-friendly and customizable it is

Cons

However I find that printing a paper copy of an invoice requires a few extra clicks.

“smart features speed up work

Pros

Personally the number of AI-driven features has helped me get results much faster and streamline many tasks.

Cons

I keep finding that many essential, basic features haven't been released yet so I end up building lots of custom solutions to fill those gaps.

“built for teams, not for me

Pros

The product is good but it isn't built for solo users like me. An administrator is required and I am not one.

Cons

For me it's way too hard to figure out how to install and operate by myself.

“Notes keep me organized

Pros

For me the notes and tasks features are really useful and easy to use and they genuinely help me stay organized throughout my day.

Cons

I find the autocorrect suggestions in the tasks section get in the way and often change what I type which is annoying when I am adding quick reminders.

“offer full control over lead data

Pros

Salesforce is a go-to CRM for monitoring every part of my leads and marketing efforts. Its flow builder gives me full control over lead sources and sub-sources which makes reporting and segmenting my data easy.

Cons

Initially, I found it quite challenging to get around and learn how everything works.

“interface dated and personalization limited

Pros

It is extremely easy to operate as I didn't have to study IT because it's fundamentally simple to use.

Cons

To me the interface feels dated and I cannot personalize it much since I am unable to build all the custom blocks I'd like to make it unique.

“smart tools that work together

Pros

Salesforce platform provides strong analytics, reliable automation and smooth, hassle-free integrations that make managing customer relationships and driving sales much easier.

Cons

For me the biggest drawbacks are the high pricing and a steep learning curve which can feel overwhelming for early-stage startups.

“changes to fit any need

Pros

For me it's highly customizable to meet any need.

Cons

I remember when I first tried SFDC and I found it definitely requires a fair amount of training for anyone who hasn't used it before.

“small team, still very helpful

Pros

Even though we're a small business where only two of us actually use the system, I find it really helpful for keeping client databases and individual client accounts organized. I really appreciate having a simple method to monitor outstanding tasks in Cases and to follow accounts moving through Opportunities. Plus being able to generate reports from different client data has proven to be very valuable.

Cons

I find it somewhat challenging to adjust the layout and templates when I need to and that can be frustrating. I would also love more flexibility with List Emails so I could customize them better to fit our needs and preferences.

“Easy to use, reports shine

Pros

Salesforce is really easy to use. Plus its clean, simple interface makes navigating and accessing every feature not a problem. The reporting capabilities are particularly impressive as they generate very insightful reports that help me get a clear picture of how our sales efforts are performing. There are plenty of automation options too which let us streamline and automate many of our selling tasks. The platform's advanced sales analytics make it easier to spot trends and project future revenue and the built-in collaboration tools help our team coordinate and work together throughout the sales process.

Cons

Honestly I cannot recall any aspect of that let me down. there's truly nothing I would point to as a dislike.