Salesforce Engage Software Reviews

“Perfect way to track people

Pros

It is a really perfect way to keep tabs on all my constituents.

Cons

One major downside for me is that I cannot link it to another essential software tool I rely on.

“Made it work just right

Pros

I could tweak and personalize everything I required to work just right

Cons

For my small business the price point creates a real hurdle to getting access

“everything needed to boost sales

Pros

The tool includes everything I need to boost sales. It even comes with a mobile app so I can manage things on the go. I can add contacts, prospects and vendors and I can schedule task reminders. For me it provides everything required to make sales.

Cons

Still haven't figured out whether I can import contacts to add them in bulk which would have made adding them much easier.

“easy user access and navigation

Pros

Well it is very easy for users to gain access and it really helps everyone get around the system.

Cons

For me it requires too many steps and I feel it doesn't integrate with Outlook as seamlessly as other solutions do.

“allows deep customization

Pros

What I appreciate most about Salesforce Engage is how deeply I can customize it. it also provides a comprehensive set of tools that handle the entire sales workflow. I have found the Process Builder capabilities especially valuable for sales teams making automation and pipeline management much easier for me.

Cons

For my small business, the cost of Salesforce feels a bit steep. while I value the deep customization, I needed technical training to get everything set up and running.

“clean layout, easy to access

Pros

For me the organization and convenience really stand out. it's simple to use, has a clean layout and everything is easy to access.

Cons

I felt like I was dropped into it without any guidance. nobody walks you through how to navigate it so it truly takes a while to get comfortable.

“Brings teams together for clients

Pros

Sales Cloud is an amazing platform that promotes and speeds up collaboration across teams which helps us provide an excellent client experience.

Cons

Honestly I find there are hardly any drawbacks to. I would strongly recommend it to any company or team that needs a high-level sales experience platform.

“simple and easy to use

Pros

Overall it is a very user friendly tool.

Cons

Nothing about it that I would change.

“service alerts help grow accounts

Pros

I am a fan of the many capabilities Salesforce provides. Since I manage a fairly healthy book of business, I especially appreciate the Service Alerts & Notifications. That tool helps me keep things organized and lets me track revenue uplifts with clients so I can better preserve and grow my accounts.

Cons

My least favorite part of Salesforce is having to set up filters as I don't really understand how to build them and would benefit from clearer guidance or training so I can make better use of that functionality.

“Keeps records organized and consistent

Pros

Salesforce is an an excellent way to keep my business records organized in a format that's both customizable and consistent.

Cons

Depending on the cloud tier I am subscribed to, I run into some feature restrictions that can be limiting.

“manages work, gets more done

Pros

In my experience it really streamlines my workflow. The app is a terrific organizer that makes day-to-day work much simpler. It's highly effective and, thanks to its features, I and my coworkers are able to finish more tasks than usual.

Cons

What I liked least were all the mandatory Salesforce training videos we had to watch. they felt tedious and took up a lot of my time instead of being genuinely helpful.

“one source builds customer trust

Pros

As a user, I have been able to foster long-term customer relationships and increase revenue by relying on a single, consolidated source of information.

Cons

Sales-related entries such as leads, opportunities and call logs aren't being recorded and many records feel out of date.

“clear dashboards, quick to navigate

Pros

For me the user interface and dashboards are really clear so I can quickly locate what I need.

Cons

I find that locating and customizing lists isn't as easy as it could be as I'd like a simpler way to manage them.

“Everything is easy to find

Pros

The interface is really easy to use and because everything was organized so clearly I had no trouble locating exactly what I was searching for.

Cons

Every now and then it would crash out of nowhere which I understand can happen with apps and occasionally I couldn't access pages because they returned a 404 error.

“Tailored to fit our needs

Pros

Our team is able to tailor the software closely to meet our specific needs.

Cons

I have found that getting those customizations in place isn't simple and requires a fair amount of development work.

“shapes workflows to fit us

Pros

In my experience with many different software solutions, I have been able to configure options to tweak settings, enable or disable features and shape workflows so they fit my company's processes.

Cons

I find the pricing structure annoying because it's usually charged per user which means expenses can balloon quickly once more people need access.

“Team can reach cloud data

Pros

What I really appreciated was that every metric and piece of customer data was available and simple to locate. plus I liked that the cloud storage could be reached by everyone on my team.

Cons

I felt parts of the interface weren't as user friendly as other applications I have used before so navigating certain features felt more awkward than what I am used to.

“Keeps client info organized

Pros

For me it provides an easy way to organize and manage lead and client information.

Cons

I realize there's a price to pay which I expected.

“Most powerful crm available

Pros

I have found this CRM to be the most powerful solution on the market right now.

Cons

For me it's almost too powerful, to the point that I don't fully know every capability.

“Balances tasks and big goals

Pros

Using it, I can keep my work organized and stay focused on tasks, while also making sure the broader business requirements are balanced.

Cons

Although it's great to have such a wide range of features, the sheer volume can feel overwhelming. I needed to spend time on extra tutorials and training which ultimately made a big difference.