Salesforce Engage Software Reviews

“Tracks prospects, follows up

Pros

it is an excellent platform for keeping track of my clients and handling many business activities, such as tracking prospects and following up with customers.

Cons

In my experience Salesforce's broad customization options can feel overwhelming so I needed formal training to use it effectively.

“Great for tracking hours

Pros

This software is excellent for staying on top of data and tracking hours. it works really well.

Cons

Honestly I don't have many complaints as everything functions very smoothly for me.

“New users learn quickly

Pros

I am really impressed by how incredibly simple it is to use and to find what I need. I picked it up quickly even though I am new to the platform.

Cons

The only problem I have run into is that sometimes when I enter data and press save, not all of the fields actually get stored which is frustrating.

“Custom automation boosts productivity

Pros

The platform offers powerful customization and automation that simplify our sales workflows and boost the team's productivity. The built-in analytics and integrations help me make smarter choices and the mobile app lets me handle tasks while I am out of the office.

Cons

Sometimes it feels overwhelming because of how complex it is so there was a pretty steep learning curve for me. The customization is powerful but can eat up a lot of time and often needs dedicated technical help if I want to get everything tuned perfectly.

“Easy, would recommend

Pros

Really easy to use and very user friendly so yes I would definitely recommend it to others.

Cons

I cannot think of anything I dislike about this. it's truly a great system to use.

“saves items for later

Pros

This software is good because it makes finding one specific thing or multiple items I need pretty easy and it even allows me to save items into a folder so I can come back to them later

Cons

Honestly what bothers me is that sometimes it's slow to load and will crash occasionally. I don't run into it all the time but when it happens it's pretty frustrating

“Tailored fields, easy summaries

Pros

I was able to tailor the software at the field level so I could monitor the exact specifics I wanted and then summarize and analyze them easily.

Cons

In my experience the platform tries to handle so many capabilities that I needed to be explicit about the goals I wanted to achieve and the best way to go about them.

“Monitors every sale

Pros

The software is pretty easy to navigate and it lets me monitor every sale.

Cons

As per me it's the best on the market for control and reliability.

“Organizes millions in revenue

Pros

With this platform I am able to organize my sales pipeline and prospect lists so I can monitor every client in my book of business, including full details on accounts that together total about $5.9 million in annual revenue

Cons

Honestly I cannot really think of anything about Salesforce that I dislike.

“Ticketing system tracks incidents

Pros

We've been using it as our ticketing system to keep track of every incident and to log detailed historical notes.

Cons

A downside is that once I submit a ticket, I cannot edit it afterward.

“Call logs are easy to read

Pros

I am finding it very user-friendly and I find the call logs and task lists simple to read and easy to work with.

Cons

Two-factor authentication can feel tedious at times although I appreciate that it's in place to protect my data.

“follows leads until close

Pros

With this tool I can follow leads and opportunities through every stage, tracking them from initial capture all the way to final closure.

Cons

As a new user, I found the sheer breadth of features overwhelming and also think it's pricey particularly for small businesses.

“helps track customers

Pros

I find it really helpful for keeping track of my customers.

Cons

For me I found the workflow didn't seem easy to work with which made using it more difficult.

“Manages job postings well

Pros

Salesforce made it easy and fast to post and manage all the open positions we're hiring for.

Cons

I found the dashboard to be the most frustrating part of Salesforce since it often feels cluttered and intimidating when I am trying to find key information.

“helps see agent status

Pros

On the app, I can see each agent's status and I find it really easy to use.

Cons

I'd really like to see improvements so I can know exactly what each agent is doing at any moment.

“Organizes leads, saves us time

Pros

Personally I have found this CRM solution to be very effective because it helps me organize and manage leads efficiently, monitor and track every interaction with customers and contributes to improving overall sales performance. Its automation features save me a great deal of time.

Cons

That said, I find the platform can be tricky to set up and customizing it to fit particular needs requires a noticeable learning curve.

“Everything is centralized

Pros

I really appreciate how Salesforce keeps everything centralized in a single place. I can quickly track leads and manage all the customer information without jumping between systems. The dashboard gives me a clear view of my progress in real time and I can make updates fast and efficiently so I don't waste precious time.

Cons

One thing I find frustrating about Salesforce is that it sometimes feels overwhelming. There are so many tools, settings and choices packed into the platform that I can easily get turned around or end up spending far more time than I want trying to figure things out which becomes annoying.

“View data is quick

Pros

I find it really easy to view all of my data which helps me quickly plan to boost my store's sales.

Cons

Sometimes the system doesn't work properly. it freezes on me and doesn't update.

“all tools in one place

Pros

One thing I really enjoy about SF is having access to all kinds of tools and datasets which makes operating my business run much more smoothly.

Cons

I cannot think of anything I dislike about SF. It's incredibly data-rich and detailed.

“helps find company resources fast

Pros

For me this is an excellent resource for locating any information about the company's resources. I often rely on it when I need details.

Cons

I find the process of locating resources somewhat chaotic and confusing making it hard to navigate.