Salesforce Engage Software Reviews

“All my data in one place

Pros

For me the interface is very user-friendly and I appreciate that all of my data is centralized which makes managing everything much easier.

Cons

I do feel the costs are high and it requires considerable customization work to adapt the platform to my specific needs.

“Everything sales teams need

Pros

Sales Engage packed with comprehensive features that cover everything my sales team needs from managing leads and opportunities to creating forecasts and automating repetitive tasks across our workflow.

Cons

From my experience the platform is expensive and the setup and implementation can be complex plus there are additional costs if you want extra extensions or custom add-ons.

“Powerful features, adapts to me

Pros

For me Salesforce packs tons of powerful features and feels very dynamic in how it adapts to different needs.

Cons

I often find some of its features aren't user friendly and I struggle at times to carry out certain tasks smoothly.

“Progress bar shows the account status

Pros

I really like the progress bar. it makes it easy to tell exactly where an account stands.

Cons

Sometimes creating fields aren't very easy for me.

“smart AI creates a smooth flow

Pros

Overall I have been really impressed by the AI features built into Salesforce as they make managing all of my CRM data much more efficient and create a seamless flow across my entire organization.

Cons

So far I haven't come across any real issues or downsides while using Salesforce.

“real-time data, faster decisions

Pros

Salesforce is good for real-time data and insights that enable my company to make quicker decisions.

Cons

I have noticed the cost of Salesforce keeps going up every year.

“Easy to navigate and use

Pros

As a user, I found Salesforce really easy to navigate. Also finding products was simple and checking out customers felt easy too.

Cons

Occasionally I ran into slowdowns and delays whenever traffic or transaction volume peaked during busy periods.

“Build reports, personalize pages

Pros

I am able to tailor it. The option to build my own reports and personalize my dashboard or pages to match what I need is incredibly useful.

Cons

What frustrates me most is the LATENCY. It drives me nuts. occasionally pieces of information fail to load, freeze on the screen or stop responding altogether.

“Fun, smooth and efficient

Pros

Using it has been a lot of fun as it's user friendly and I have found it incredibly helpful for keeping my workflow smooth and efficient.

Cons

To be honest I really cannot think of a single feature or aspect of it that I don't like. nothing stands out as a downside for me.

“Drives growth, strengthens relationships

Pros

In our organization, implementing has led me to observe increased performance rates across the sales function and a marked improvement in how we manage clients. To sum up, I feel it's safe to say that Salesforce has become a dependable partner for supporting our company's goals. We've determined that it has helped us uplift our overall performance, strengthen communication with our stakeholders and drive expansion in our sales figures.

Cons

I do not have anything major to share when it comes to cons.

“Enterprise features businesses need

Pros

It includes a wide range of powerful, enterprise-level CRM features that businesses really need.

Cons

For a small or medium business like mine, I ran into a bit of scope shock with the platform.

“super easy, fantastic reports

Pros

The interface is way too easy to use and the reporting features are absolutely fantastic!

Cons

The filter options aren't very user friendly for me and I definitely think they need a upgrade.

“Tracks everything in one place

Pros

I can keep track of every engagement, whether it's financial transactions or individual contacts, all in one place.

Cons

For me there's a lot going on inside the software which meant I had to overcome a significant learning curve to use it effectively.

“Keeps donor data organized

Pros

There is a lot to like but I mainly rely on it to keep our donor database organized and updated.

Cons

To be honest I feel it offers a lot of features but isn't very user friendly.

“Easy even for beginners

Pros

I came into this CRM with zero prior experience and I was pleasantly surprised at how easy it was to use.

Cons

A few features weren't particularly user friendly so I had to get IT involved to step in and assist me with them.

“Adapts and connects everywhere

Pros

Salesforce is a full-featured platform. its adaptability lets me customize it extensively and connect it with a wide variety of other tools.

Cons

Mastering Salesforce can feel somewhat complicated and I often have to dedicate a significant amount of time before I can use it to its full potential.

“clear history, great case management

Pros

The reporting across accounts, contacts and leads are my top fav. The history is clearly organized such as things like opportunity stages and owners are easy to track. Case management is also the best.

Cons

Sometimes I find the search hard to use and not very user friendly. The interface can feel clunky and overly dense at times which makes the whole thing overwhelming.

“Tracks projects, guides design work

Pros

As a graphic designer, I find it provides strong CRM features that let me monitor client conversations and project histories which really helps keep communication clear throughout design work. Having leads, opportunities and all customer details housed together makes it much simpler for me to customize design solutions to each client's requirements.

Cons

For me the platform can feel pretty overwhelming because it prioritizes sales workflows and client relationship management over features tailored to creative or design-specific tasks.

“Quick fixes and great storage

Pros

It resolves issues quickly and offers simple ways to store materials for my business.

Cons

Although I enjoy almost everything about Salesforce, I am convinced their customer service responses could stand to improve.

“perfect for year-end

Pros

At year-end, I have found it fast and effective for quickly creating custom filters.

Cons

I cannot seem to share my custom filters with friends and that limitation is pretty frustrating.