Salesforce Engage Software Reviews

“simple to use every day

Pros

At CDW I use this daily and I really appreciate how simple it is to operate.

Cons

Occasionally the system lags and I get frustrated when it won't enable specific features.

“Email campaigns bring new invoices

Pros

Not only is it easy to use but it effectively takes care of customer retention on our behalf. The automated email campaigns have produced a large number of new invoices.

Cons

For this particular project, I feel that two-factor authentication is a bit excessive and unnecessary for our needs.

“Tech friendly for beginners too

Pros

As someone who isn't very comfortable with technology, I find this product's layout extremely clear and user friendly and I can use it without any trouble.

Cons

I honestly cannot think of any drawbacks since it provided everything I was looking for and met all my needs.

“simple and helps a lot

Pros

For me Salesforce is very easy to use and helps a lot.

Cons

Honestly what I like least about Salesforce is that it feels a bit disorganized overall.

“one platform from start to close

Pros

Overall it is an all in- ne solution for managing the entire sales process, handling everything from lead tracking to deal closure with a single platform.

Cons

From my experience, it can be a bit clunky to use at times and generally requires an integrator to make changes or add new items.

“Adapts to what I need

Pros

It is adaptable to my business and CRM requirements and it can reach the level of customization I require.

Cons

For me a learning curve exists. it needs time to integrate into my business.

“All-in-one, tailored to us

Pros

Salesforce is an all-in-one CRM that I can tailor to my company's specific needs.

Cons

Even though it bundles everything in one platform, I feel the price tag can make it unaffordable for smaller businesses.

“client data is safe in one place

Pros

All the client information I need is centralized in a single spot and I have noticed there are multiple security layers in place to protect client privacy.

Cons

I have found it to be quite particular and delicate, where certain tasks must be completed through precise, step-by-step procedures.

“Works great for large teams

Pros

As part of a large team, I really appreciate how convenient it is and how well it works across many users making collaboration and coordination much smoother.

Cons

I found the learning curve to be pretty steep and several processes take quite a bit of time to master before I felt comfortable using everything.

“sales engagement upgrade paid off

Pros

Our team swapped out Salesloft for the Sales Engagement plug-in and I have found it to be a fantastic upgrade. Overall it's been working really well for us.

Cons

When my emails bounce I receive an error that is tricky to deal with and I find there isn't a simple workaround inside Sales Engagement when that happens which can be frustrating.

“Tracks emails and account stages

Pros

When I am using it, I can keep an eye on our contacts and the emails we've sent and I can also see exactly what stage the company is at in finalizing an account.

Cons

Honestly I don't really have any downsides to report that affect me personally because I find the platform to be highly customizable.

“Pipeline stays neat and organized

Pros

As a sales agent, I found it remarkably easy to organize my pipeline and keep track of all my clients.

Cons

I wish the call-back and calendar features had more room and a less cramped layout for scheduling.

“ready templates for customer support

Pros

In my experience it handles every aspect of customer support and comes with ready-made templates that I can use to quickly respond to customers' questions and issues.

Cons

I have noticed some lag occasionally but it's minor and doesn't really get in the way of me responding to customer concerns.

“friendly on the go but limited

Pros

The application is user friendly and offers valuable visibility into our customers data. I can also collaborate with teammates without hassle and use it while traveling.

Cons

I'd like the reports to offer greater customization because the first-time setup feels pretty daunting for inexperienced users.

“Tracks deals from start to finish

Pros

What I appreciate is the ability to follow the entire lifecycle of a sales opportunity and to connect new dollars as well as associated future business.

Cons

I find having to switch back and forth between the Lightning Sales and the Service Console inconvenient.

“Easy interface, helpful reports

Pros

I really like the feeds and ticket-closure reports and I find the interface very easy to use.

Cons

When I need to arrange a callback or post comments on feeds, the workflow isn't user friendly and could be much simpler.

“Keeps my daily schedule on track

Pros

The thing I like is that I can easily monitor my progress and keep track of my daily schedule too

Cons

For me there aren't any downsides. everything functions just the way I prefer it.

“Flexible pages, organized structure

Pros

its flexibility for building pages and organizing objects is something I really appreciate.

Cons

Occasionally I find managing object relationships to be tricky

“Makes tasks smoother and easier

Pros

What I really like about the Salesforce website software services is how they make managing tasks smoother and more user friendly for me.

Cons

At the very least I like the Salesforce website software solutions and the development support they provide since it generally meets my needs.

“works nicely with other software

Pros

One of the things I really appreciate is that I can integrate practically any other software into it without headaches.

Cons

To be honest there genuinely isn't anything about it that I don't like.