Salesforce Engage Software Reviews

“Automation speeds up deals

Pros

The automation features handle most repetitive sales tasks which helps us close deals faster. The reporting tools are very flexible too as we can customize reports to get exactly the info our teams need. I also like how teams can collaborate in a shared space to work on opportunities together. The quoting tools are simple to use and help us create accurate quotes much faster.

Cons

Everything about Salesforce has won us over completely. I cannot think of anything I dislike about it.

“Flexible for veterinary clinics

Pros

We've found that Salesforce has been flexible enough to meet the unique needs and workflows of our veterinary clinic.

Cons

I find it hard to access the system's full set of features when I am using it on my mobile phone.

“simplifies everyday mundane tasks

Pros

I have found it offers many powerful features I use correctly. It truly simplifies everyday mundane tasks.

Cons

For me hiring a specialist is necessary if I want to leverage everything it can do and configure it correctly.

“allows a lot of customization

Pros

For managing customer records and keeping tabs on cases and communications, I find Salesforce excellent as a central database. I really appreciate how deeply customizable it is.

Cons

It does take me some time to learn how to adapt Salesforce to our company's specific workflows and requirements.

“clear interface, strong reporting

Pros

After moving from a bulky CRM I really like how user friendly this CRM service is. Overall its clear, simple interface and the reporting tools are what I find to be the strongest features definitely.

Cons

For me the cost is steep and I think it's not easy for every person to use without training.

“Easy training for new hires

Pros

The interface is very user-friendly which overall made training new employees really easy.

Cons

I did notice it gets slow sometimes when too much data is being loaded at once.

“Everything lives in one place

Pros

From my perspective, this all-in-one platform helps me keep track of sales, inventory, clientele, B2B analytics and more. pretty much anything I can imagine needing for daily business operations lives in one place here.

Cons

Cannot find any faults with this platform.

“good for narrowing down leads but app is missing elements

Pros

I really appreciate that I can pull in a substantial number of leads and then narrow them down to very specific criteria.

Cons

In my experience the app is missing a few elements that would improve usability. I also get frustrated because saving a route requires me to press save in two different places which feels unnecessary and confusing.

“can't edit details myself

Pros

The thing I like is that I can keep clear records of what clients share which helps me remember details like ongoing projects or milestones between conversations. Sharing materials with teammates is also simple and convenient.

Cons

What bothered me was that I couldn't edit the relevant details myself. only our team administrator had permission to make those changes and that restriction occasionally held up my workflow.

“allows find customer details easily

Pros

This program is really helpful for dealing with different kinds of information. For example, it lets me discover more details about a specific customer at a given company and it offers more than just that. Also the app feels user friendly and is easy to use.

Cons

Personally I think the website's homepage could use a quick redesign to make its layout and presentation a bit clearer and more user-friendly.

“Automates leads from start to close

Pros

My favorite aspect has to be the automation as it's excellent at carrying the lead workflow from a prospect through to a closed sale. Because it handles that tracking automatically, the sales team can quickly spot which leads are most promising. On top of that, it's easy to use and implement which really ties everything together.

Cons

I haven't encountered any significant gaps or flaws in the tool that I can point to.

“custom fields across all devices

Pros

Salesforce gives so many options for entering data, letting me add custom fields and tailor everything to our exact needs and I can use it seamlessly across all my devices from laptop to smartphone to iPad.

Cons

That said some fields can be finicky and force you to answer specific questions before you can move on to the next section. I often find those required bits aren't highlighted so it takes me extra time to track down the exact place that needs attention.

“customization is my fav part

Pros

What I appreciate most about Salesforce is that I can customize and configure it to match my company's needs. I also like being able to jot down notes and upload files or items whenever they're required.

Cons

I don't really have any complaints about the software. I personally enjoy using it and think it performs very well.

“collaboration speeds up deals

Pros

I really appreciate that offers powerful, practical features that have helped our team close deals faster. in particular, the collaboration tools in the platform have been fantastic for day-to-day work. Being able to collaborate with the rest of our sales team and instantly share updates, deal notes and customer information without having to jump between different apps is something I find incredibly valuable. Beyond teamwork, I use to manage every single lead and to organize all of our customer data in one place. I can sort and tag contacts into meaningful categories so it's much easier to follow up and tailor content to their needs. The analytics side is also strong as dashboards and visual reports help me and my colleagues see trends at a glance and often reveal insights we would've otherwise overlooked. Forecasting features let us model future sales scenarios and decide which path to focus on next and the AI-driven recommendations have been a welcome aid that nudges us toward smarter actions.

Cons

When I first started using Salesforce it felt anything but user friendly as the platform can be pretty difficult to pick up. It was overwhelming at the beginning and I struggled to become comfortable with the sheer number of tools and settings packed into the product. Learning what each feature does and how to use it well takes a lot of time on my end and that learning curve can slow down actually getting work done. I also find the customization options to be fairly limited compared with what I'd expect and it seems like they could expand those capabilities so that non-technical users or newcomers can tailor the system more easily without needing extensive setup or outside help.

“automates and reports well

Pros

In my experience I appreciate the platform's high customizability and ability to scale, along with its comprehensive suite of sales tools that support automation, analytics and reporting.

Cons

While I value its capabilities I find there's a steep learning curve, the customization can be overly complex, the user interface isn't great and the system sometimes has performance issues.

“surprising amount of features

Pros

When I began using Salesforce years ago, I found myself surprised by how much functionality it includes.

Cons

At first it felt a bit overwhelming but once I learned more, it worked well.

“customer accounts pop up fast

Pros

I am pleased that whenever a customer calls their account is pulled up immediately and I find it helps keep everything very consistent overall.

Cons

When I try removing emails or phone numbers, the system forces me to follow a very specific procedure that it sometimes doesn't recognize and I end up getting around 1200 error messages.

“keeps teams productive

Pros

Salesforce really helps sales teams stay organized and productive. What stands out most is how customizable it is as you can tailor almost everything to fit your business. The interface is also user friendly which makes managing leads and relationships much easier. It even connects smoothly with email and marketing tools which saves a lot of time. The reporting dashboards are especially useful as they give clear insights so I can track my team's performance in real time and make faster decisions.

Cons

On the flip side I have noticed it isn't the easiest to pick up particularly if my team isn't very tech-savvy. There are so many features that I felt overwhelmed at the start and it took some time to figure out what we actually needed versus extras we could skip. The costs add up quickly too. It became pricey once we started enabling additional modules. I have also heard and experienced slowdowns when the datasets grow large and customizing everything can take longer than expected. Finally, I was disappointed that customer support wasn't always as fast or helpful as I'd expect for such a premium product.

“simplifies workflows, aligns teams

Pros

What I really appreciate about Salesforce is its powerful CRM toolset. Its flexible customization and broad integration options have noticeably simplified our sales workflows and made it so much easier for our team to collaborate and stay aligned.

Cons

I found the user interface a bit overwhelming when I first started particularly as a new user. There's a fairly steep learning curve and it took me a good while to learn how to find and use all the features smoothly.

“Brings client activity together

Pros

One thing I appreciate most about Salesforce is how it brings every client interaction and sales activity together in a single place which makes tracking and managing opportunities much simpler and more organized.

Cons

What I find frustrating is that it sometimes feels unnecessarily complicated for simple tasks and new users will face a noticeable learning curve before they can use it comfortably.