Salesforce Engage Software Reviews

“Highly customizable, clear data views

Pros

The tool is very highly customizable and I can easily access clear views of my data.

Cons

What frustrates me is the absence of dedicated developer resources. it can drive me crazy since a lot of custom work forces me to rely on external development and ongoing IT support.

“Tracks deals in the cloud

Pros

It is an excellent cloud-based sales platform for tracking and managing deals.

Cons

So far I haven't encountered any problems. I am really happy with the product.

“regular updates keep community engaged

Pros

From my experience, it's excellent at keeping the community engaged and they release regular updates.

Cons

I find transferring data really annoying. Honestly that's the main thing that bothers me about it.

“Multiple filters narrow results

Pros

One thing I noticed that there are numerous ways to search through the data and I can apply multiple different filters at the same time to narrow down results.

Cons

Although the platform is all-inclusive and lets me work on the go, I feel the subscription is prohibitively expensive and likely unaffordable for most smaller businesses.

“Daily operations made easier

Pros

This tool makes our daily operations much easier to navigate. As sales professionals, we need simple access to our claimants details and this tool keeps that information very accessible.

Cons

The system can be a bit temperamental. It doesn't happen often but when it does, if I enter data incorrectly it won't be saved.

“Build almost any report

Pros

When it comes to running reports, I find it very useful as I can put together almost any kind of report my team and I would like to have.

Cons

The interface feels a bit clunky and I notice the mobile app's UI often doesn't work reliably when I try to view reports.

“slice data in dynamic ways

Pros

I love how flexibly I can generate reports and slice and dice data about my accounts, contacts, opportunities and more in dynamic ways.

Cons

Occasionally the transitions between pages or the hunt for specific details feel a bit clunky and I find navigation can be awkward although they've introduced different modes and other tweaks that help.

“Easy to use for the whole team

Pros

It easy to use and really use friendly for the whole team to learn.

Cons

For me the outdated architecture is a drawback even though it contributes to the software's reliability.

“Moved around without confusion

Pros

The interface is really user friendly and I could move around quickly without confusion.

Cons

For me the app took too long to load content and the tap targets felt uncomfortably small.

“Powerful for marketing and relationships

Pros

Overall it is extremely powerful and highly customizable. It serves really well for marketing, communications and managing relationships.

Cons

The email builders are okay but I feel they could be more user-friendly and include additional widgets so I don't have to edit any code.

“promising AI features

Pros

I like how flexible the platform is as it adapts well to different needs. Also the AI features seem promising but I'd like to see clear proof of their value. Once you get used to Salesforce, the interface works well and I like how it connects smoothly with other apps.

Cons

At times the overall complexity becomes overwhelming and I find the streamlined interface hard to navigate.

“stronger crm that automates tasks

Pros

The CRM features are far stronger than any competing platforms I have tried. What really impresses me is how much I can tailor it to our workflows and automate numerous tasks which makes me enjoy using the product day to day.

Cons

That said, I find it fairly expensive compared to other options. Getting everything set up and customizing it can be complicated so I made sure to learn the platform before rolling it out and expected to go through some trial and error along the way.

“Analytics help gather feedback

Pros

I rely on Salesforce to effectively manage customer relationships and it gives me analytics that are especially helpful for gathering e-commerce feedback.

Cons

At first, when I began using Salesforce I had trouble finding my way around on my own but internal employees were able to step in and help me understand how to use the tools.

“helps boosts performance

Pros

As a frontline salesperson, this tool is ideal for handling my pipeline, opportunities, contacts and daily tasks. The built-in dashboards are simple to tweak so I can quickly review and interpret my team's performance. Its new AI features take care of routine work and help me update and assess accounts much faster.

Cons

I find the reporting component extremely capable but it can be fairly complicated to tailor to my needs. most of the time I can extract the information I want though on occasion I have to consult the help documentation.

“smart insights, more closed deals

Pros

From my experience, Salesforce streamlines lead management and delivers AI-powered insights along with highly customizable dashboards, allowing our sales team to focus on priorities and close more deals with clients.

Cons

Salesforce requires real training to use well which increases the overall cost compared to other CRMs. That's a drawback for smaller companies with tight budgets.

“Endless options, easy learning

Pros

Honestly I really like that I can set up Salesforce however I need and if something seems impossible at first, I can usually find a third-party app or build custom code to make it work. The platform also offers learning through Trailhead, where I can earn badges and certifications. For sales, I can manage my whole workflow inside Salesforce. New users find it easy to learn and I have found it detailed and pleasant to use. Plus the customization options are practically endless.

Cons

For me the cost is the only real drawback of this tool. It's among the priciest CRM platforms out there though that price tag is understandable. If someone sees only the number without knowing the benefits, the fee will seem huge but for anyone who appreciates automating sales tasks and cutting down manual effort across sales or support teams, the investment genuinely adds up and feels justified and truly justified in practice.

“Powerful, configurable, boosts productivity

Pros

It is very powerful, highly configurable to fit specific needs and it offers deep integration especially with Salesforce tools bringing substantial productivity improvements to practically any process.

Cons

At first I thought the price was steep and I found it easy to get disoriented in the interface if I wasn't familiar with it from the start.

“on-premise and cloud options

Pros

For me Salesforce offering both on-premise and cloud-based applications is fantastic for simplifying sales workflows and managing contacts efficiently.

Cons

I found it somewhat tricky to use at first and I also feel the cost can be on the pricey side but otherwise it's fine.

“central records, team access

Pros

I like how simple it is to store all customer and business process records centrally so everyone on my team can access them.

Cons

For me I found it a bit hard to pick up if I am not already very familiar with dashboard terminology and the specifics of report parameters.

“custom deal-flow for enterprises

Pros

For my company, it performs very well for enterprise-level needs especially when we require customized deal-flow and specific lead management.

Cons

Because of its highly customizable nature, I have found it takes quite a while to get everything set up. The interface also feels outdated and isn't very user-friendly overall.