Salesforce Engage Software Reviews

“New hires learn fast

Pros

Not only is the platform user-friendly but new hires can learn it pretty quickly.

Cons

For me I don't see any real downsides because you can keep it simple or add more complexity as your skill and familiarity grow.

“Real-time view, comprehensive analytics

Pros

Its wide-ranging CRM features and the boost in productivity they provide is great because they let us consolidate client information and connect it with other tools to obtain comprehensive analytics and a real-time overview.

Cons

We have noticed that several user interfaces within the application lack the flexibility that we've experienced in other CRM systems which can be limiting at times.

“handles leads, automates tasks

Pros

I really liked how Salesforce packs comprehensive CRM functionality as it handles lead and opportunity management reliably, offers dashboards I can tailor and brings powerful automation to streamline tasks.

Cons

My experience was that there's a steep learning curve and the implementation expenses are quite high.

“Easy, lots of options

Pros

Honestly it's very easy for me to use. The software gives us a lot of options to choose from.

Cons

There are too many options and we don't really use all of them.

“One login connects everywhere

Pros

It is easy to download and a single login lets me connect across a wide range of software.

Cons

When I worked with Pardot, I found updating templates to be hard but by contrast, Knak made cloning templates far simpler for me.

“simple, fast customer tagging

Pros

This CRM is the best I have used. it's simple and handy in use, enables fast customer tagging and is easy to manage

Cons

To me customer experience and design on this CRM are excellent

“Easy client lookups

Pros

I have found the interface very user-friendly and it's simple to look up clients.

Cons

At this stage I am not convinced it's a tightly integrated, well-organized program.

“Quick, painless integration setup

Pros

The integration features are excellent as adding it to our software was easy, quick and completely painless to set up.

Cons

We haven't encountered any problems so far. the entire transition has been very smooth and without any noticeable issues.

“Guides from start to close

Pros

It neatly structures the whole sales workflow, guiding me from target selection through to deal closure.

Cons

My experience is that connecting it to other systems like Nxgen isn't seamless. I keep running into integration hiccups.

“Customize everything my way

Pros

I can customize virtually everything in Salesforce exactly the way I want it.

Cons

For me you have to build everything first, otherwise it feels like multiple steps.

“Pipeline and customers in one spot

Pros

The range of features Salesforce provided is commendable which helped our team keep the sales pipeline and customer relationships consolidated in one spot. The reporting tools are fantastic too.

Cons

The learning curve proved sharper than I anticipated and several features seemed overwhelming in the beginning.

“Well organized, easy courses

Pros

Salesforce courses are very well organized and easy to manage, offering some of the best structured content I have encountered.

Cons

Everything about it works really well for me but I do feel the user interface could use noticeable improvements to make the experience user friendly.

“forecasts tools, plan outreach

Pros

I really rely on its powerful sales forecasting tools and rich customer relationship management features when planning outreach.

Cons

For me starting out, the learning curve was pretty steep and took some time to get comfortable with all the features.

“simple, tracks data, tailors well

Pros

My experience is that it's incredibly simple to use and excels at gathering and tracking data. I also find it easy to tailor to our needs.

Cons

Honestly having to refresh screens after customizing a report feels like an unnecessary extra step as I should be able to run the report immediately after making edits.

“Powerful, connects everywhere

Pros

Salesforce Engage is a very powerful CRM that I can tailor to our needs, offers great reporting, provides excellent customer support and connects smoothly with a wide range of other tools.

Cons

For me the platform feels pricey and often complicated to roll out. I experienced a steep learning curve, needed extra apps to unlock all features and sometimes ended up with too much data to manage effectively.

“Update data on the go

Pros

There's a mobile app on my phone that lets me input data while I am out and about. being able to update things on the go is a lifesaver. In 2024 we're basically tethered to our phones so this feature makes everything way more convenient for me.

Cons

Occasionally I find the interface overwhelms me with too many choices and I wish there was a way for end-users like me to tailor which options appear. It would be great to hide or disable features I never use so the screen feels cleaner and simpler.

“aI helps reports

Pros

For me Salesforce acts as an all-in-one hub for sales activities, leads and funnel management, covering everything in one place. I find it highly customizable and appreciate the AI-driven help that makes reports noticeably more precise when supplied with sufficient data. It also offers automation that simplifies workflow management.

Cons

On the downside, I feel the platform isn't particularly cost-effective for what it offers.

“powerful tool but pricey

Pros

It keep everything neatly consolidated in one spot. Also it is incredibly easy to navigate and the automation really cuts down on manual work. The reporting is also great for fast decision-making. All in all, I consider it a very useful sales management tool.

Cons

Honestly I found it somewhat overwhelming when I first started using it. With so many tools and settings available, I needed a good chunk of time before I felt comfortable. On top of that, the pricing can be steep which is hard for smaller outfits.

“Boosts revenue, improves service

Pros

I have noticed it genuinely helps sales teams boost their revenue while also improving the quality of customer service.

Cons

If am being honest I cannot find any real negatives with it. nothing significant stands out as a drawback.

“always gets job done

Pros

The interface is really user friendly so I can get the job done easily.

Cons

There certainly are a lot of features and I am not yet comfortable with how to use many of them just now.