Salesforce Engage Software Reviews

“Excellent cloud-based crm

Pros

I have found Salesforce to be an excellent CRM particularly with its comprehensive cloud-based online version

Cons

I don't have many complaints. maybe the price yet quality usually costs money

“Automation frees up time

Pros

When my team and I use Salesforce, the automation features are a lifesaver for handling repetitive work like entering customer records and managing follow-ups. It also comes with AI-powered capabilities that have boosted our results by making sales prospecting and lead scoring smarter. I appreciate that Salesforce keeps all of our customer information in a secure, well-structured place which makes it easy to find what we need. On top of that, the reporting tools are fantastic as they give me actionable insights into our sales trends and overall performance, helping us make better decisions.

Cons

So far I haven't encountered any problems with Salesforce that I could honestly complain about.

“Easy updates, great interface

Pros

For me the user interface was excellent and compared to other CRMs I have used, I found it much easier to keep things updated and log data consistently.

Cons

I did notice occasional glitches that became a bit bothersome at times and I also felt the pricing was excessively high.

“Feature-rich, widely known

Pros

Salesforce Engage Software is a top-tier CRM as it is extremely feature-rich and practically every IT specialist I know is already familiar with it.

Cons

For me I think the user interface still feels dated and that criticism applies even to the newer Lightning UI.

“smooth integration, data-driven sales

Pros

Its smooth integration with other Salesforce tools and detailed reports to make data-driven choices and consistently increase sales is something I like.

Cons

As a small business owner I find it expensive.

“Easy communication, forecasting help

Pros

I really liked how easy it was to communicate with team members and to manage forecasting.

Cons

Honestly I find the pricing to be a major hurdle when using this software.

“slices data, tracks projects

Pros

The platform's ability to organize data absolutely unparalleled. I can slice lists into segments, monitor the performance of numerous projects at once, store detailed records about individual people and organizations and that's just scratching the surface and there are so many other capabilities.

Cons

For me there was definitely a steep learning curve. It demands time and preferably guidance from a seasoned pro to get someone properly onboarded and comfortable using Salesforce. I have been using it for years and still suspect I am only tapping into roughly half of what it can do.

“helps in team management

Pros

Getting around the platform is pretty easy. From my point of view as a supervisor, I am able to manage the team effortlessly by using the omni supervisor as it gives me a consolidated view so I can see everything that's happening.

Cons

Personally I would like the color scheme to be livelier or at least an option for a dark mode for users who prefer that. aside from that cosmetic preference, I think the product is essentially flawless.

“Positive crM for our business

Pros

For our business, I really appreciate how positive a CRM this is for our business use

Cons

Every week I end up disliking how much time I spend in SF

“Tracking customers made easy

Pros

It made keeping track of customers and their needs incredibly easy.

Cons

After an update, I lost the quick option to add notes directly to customer accounts so now I can only attach a Word document.

“Helps manage sales teams

Pros

This is a useful piece of software that helps me manage my sales team.

Cons

I have only just started using it so I cannot really point out any drawbacks yet.

“organizes databases for us

Pros

The interface is really user friendly and it excels at organizing customer and sales databases. I can even upload multiple documents for later reference without hassle.

Cons

My only major issue is that the licensing is quite expensive and the available options feel fairly limited.

“Boosts productivity as a freelancer

Pros

What I like most about Salesforce is how it brings all my client information together in one place. That makes it much easier to tailor my interactions and keeps communication smoother. The interface seems pretty user friendly too so it doesn't take long to get the hang of it and the automation features save me time so I can concentrate on what really matters. All in all, it has become an excellent tool for boosting my productivity as a freelancer.

Cons

One downside I have noticed with Salesforce is that it can be a bit overwhelming at first. There are so many features that I, as someone just starting out, can easily feel swamped and that learning curve can be discouraging. On top of that, the pricing can be steep for freelancers or small businesses like mine. Customizing certain parts sometimes needs technical know-how which becomes a hurdle if I don't have that experience. In short, while extremely useful, it isn't always the easiest or most accessible option for everyone.

“works well but is built only for niche audience

Pros

The platform is really easy to use for my work tasks.

Cons

In my experience this solution seems to be adopted more widely by non-profits than by businesses.

“Tracks pipeline, helps teams

Pros

Salesfoces is really useful for managing client interactions, putting together reports on the commercial pipeline and using it internally across teams for day-to-day sales and reporting tasks.

Cons

The interface feels a bit dated and could use a refresh. it also becomes pretty overwhelming when I am juggling lots of different data sources and information across the system.

“smooth navigation, easy to use

Pros

It is really easy to use and the navigation was noticeably better than with other types I tried so getting around the app felt much smoother.

Cons

For me it's simply a piece of software that is easy to use and very navigable.

“All customer data consolidated

Pros

I really like that all customer data is consolidated in one place and is simple to access.

Cons

When I try to create some reports I find they're difficult to generate due to the way the filter parameters are set.

“Top tool for enterprises

Pros

Hands down the top tool in its class. Essential for large enterprises. I find it extremely powerful and I can build many tailored solutions when custom options are required.

Cons

I find it very expensive, rather complex and genuinely tough to learn.

“simplifies the entire sales process

Pros

From my experience, it's a fantastic CRM platform that simplifies and streamlines the entire sales process end-to-end.

Cons

I haven't come across any drawbacks or issues with the app so far. it's been great and reliable in my use.

“clear view, scales for companies

Pros

I have found that Salesforce offers a very clear and practical view into customer management. To me, it's the top CRM solution available particularly for larger companies that need scalability. It streamlines how I keep tabs on a wide range of company operations from scheduling and advertising to managing campaigns and sending emails, plus many other tasks. Overall, I consider it an excellent platform for organizations.

Cons

Honestly it has evolved a lot as they keep refreshing the interface and making it more user-friendly so I really cannot find anything I dislike about it at all.