Salesforce Engage Software Reviews

Pros

Working in dental marketing I have come to rely on as a single hub where I can track and handle every inquiry that comes from Google Ads, Facebook and our website. The automated assignment of leads gives me confidence that new patient calls and form submissions aren't overlooked and the ability to create custom lead stages lets our practice build pipelines that match consultations, insurance checks, treatment planning and follow-up workflows.

Cons

I have found this solution isn't always the best fit for single-location clinics. Salesforce can feel complex and pricey when compared with simpler dental CRM options. When rolling it out for front-desk teams, it can be a lot to teach and introduce to staff who are already juggling calls, scheduling, insurance matters and hands-on patient care.

Pros

Salesforce tool is good since it brings all of our sales information into one place. I can see how much we've earned, access seller details like phone numbers and addresses and it also records time spent on each project.

Cons

As a new user I often felt overwhelmed by the sheer volume of settings, features and information packed into the software so it was easy for me to get lost in it and end up confused.

Pros

I have worked with Salesforce across multiple companies and in my experience it still outperforms competitors. It offers strong opportunity and pipeline management along with comprehensive reporting and dashboards.

Cons

From what I have seen any customization ends up costing a huge amount and it often feels like every single tweak requires paying an excessive fee.

Pros

It is an all in one platform that lets me monitor customers, sales opportunities, quotes and even contract details. It comes with lots of built-in reports and I can easily create and filter my own custom reports which makes tracking information pretty easy.

Cons

There aren't many drawbacks I have noticed. it's a very comprehensive system but that level of functionality does mean it's somewhat pricier than simpler CRMs with fewer features.

Pros

Sales Cloud is a pretty decent tool. The interface also looks the best, getting it set up was pretty eaasy too, scheduling is simple and I'd rate its usability a good 9.5.

Cons

Overall I enjoyed every feature. it might be somewhat expensive for some but pricing is subjective these days and I feel the value is clearly worth it.

Pros

My pipeline stays organised with everything stored in one place. It really helps me track opportunities, keep on top of follow-ups and get a quick sense of progress. The dashboards are user friendly and highly customisable so I can zero in on the deals that matter most.

Cons

Sometimes it feels a bit sluggish or awkward to use particularly when I am switching between different views and that can get frustrating.

Pros

Using Salesforce has given me a really clear pipeline and makes it simple for me to monitor every lead, activity and stage of a deal. It's cut down on repetitive manual work significantly. I also get fast customer support and the user interface is pretty decent so it's easy for me to understand and use the software.

Cons

For me the platform can feel overwhelming at first for new users and getting everything configured properly takes time and usually a knowledgeable admin. I have also found it can become expensive particularly when I want to add extra modules or integrate additional systems.

Pros

What I appreciate most is the full 360-degree client view because it gives me deeper relationship insights and clearer pipeline visibility. The visual dashboards and automated workflows noticeably improve my efficiency and decision-making.

Cons

However I have found that licensing fees, add-ons and the need to buy more seats drive up our overall expenses a lot as the team grows. It's also too easy for me to delete data by accident and the interface sometimes feels overly crowded.

Pros

I have found Salesforce to be a very thorough customer management platform. The amount of data you can store and monitor is extensive and I find it pretty easy to organize and handle.

Cons

For a small business the full Salesforce package can be expensive and I have also found that working with customer support tends to be quite pricey.

Pros

Generally I hardly ever run into bugs or problems and whenever I need help the customer support team has been really helpful. The scheduling features are the best and keep our team aligned and up to date on ongoing tasks and activities.

Cons

I sometimes find it takes far too long to customize fields and to move around the platform settings which slows down setup. The interface itself is fine but given the cost and the size of the company behind it, I was expecting a smoother, more seamless process when configuring modules.

Pros

It brings all of our data together and keeps everything centralized in one spot. It also includes an escalation workflow that helps me route issues and connect with the right team quickly.

Cons

For me the platform is fairly complex and not very simple so it required formal training before I could make full use of its features. On top of that the cost is quite high.

Pros

The tool is super helpful because it works across multiple teams and feels incredibly fluid. I seriously love Salesforce, it's awesome and I use it all the time.

Cons

For our techs and salespeople the mobile app and Canvas need lots of updates and feel complex to use. So we're asking the team to prioritize fixing these bugs.

Pros

This CRM does exactly what's needed and gives each user their own data. Running queries is pretty easy and gets the job done.

Cons

So far we haven't had any complaints because my team rarely uses it and whenever we do use it we haven't encountered any problems.

Pros

Having client details and the most recent order activity displayed in a dedicated part of the screen during support calls is the best. it makes it much easier to get a quick grasp of the ticket and understand what's going on right away. Each company can set it up how they like and for us it helped keep a clear record of what each agent did.

Cons

I noticed the app doesn't prevent duplicate entries. Like if information is entered twice it won't create a separate, obvious duplicate message so that can easily cause confusion during a support call when you only have minutes to resolve a client's issue. On top of that, we went through moments of system downtime during peak season and that was really frustrating.

Pros

I have found that Salesforce is capable of creating and storing every reporting detail I need to access. whether I want a broad overview or deeply granular data, it accommodates all reporting preferences and serves the needs of managers at every level.

Cons

Occasionally I notice it feels a bit laggy when navigating between opportunities. sometimes I have to click through several times on certain pages before all of the information actually finishes loading.

Pros

Using Salesforce's methodology has helped me streamline workflows so I can close deals more quickly while nurturing stronger client relationships. The platform lets me consolidate all relevant data in one place which opens up additional sales possibilities through sustained follow-ups. Because it tightly integrates marketing, e-commerce and customer support, my job has become much more flexible and I rely on these features every day to tailor the system to my routine tasks.

Cons

Overall it runs flawlessly for me and I haven't had issues with performance. My main dislike is the training as it's incredibly long and sometimes feels tedious because there's just a ton of material to get through which can make onboarding or learning new features feel slow.

Pros

This platform offers incredible value. The ease of use is outstanding and the seamless integration with Outlook, Slack and Gmail means everything just works together. What really puts it over the top for me is the mobile app, it's genuinely well-designed and reliable.

Cons

The response time from support can be inconsistent and getting priority help means paying an extra fee.

Pros

Salesforce is easily one of the top CRM systems available. It has drastically improved how we communicate and maintain relationships with both current clients and new leads. We also use its ticketing system to monitor any customer problems or questions. The layout is very user friendly and easy to understand, so anyone on the team can use it without trouble. Overall it is absolutely a worthwhile investment for any business.

Cons

Like I said before this is easily one of the top CRM systems out there and I do not have a single complaint. It includes every feature I have ever wanted in a customer management tool.

Pros

It offers a high degree of customization and its workflow creation tool is both simple and easy to use.

Cons

The system sometimes limits how many searches I can run at once. To work around this, I have to write very complicated test code and I really need a way to bypass these limits, at least for this specific task.

Pros

I used Salesforce as both a client management system and an auto-dialer for my company.

Cons

It would often freeze like when I am on a call with a customer but my screen would show information for a person I had spoken to much earlier. Also when people tried to submit forms, they would sometimes get a page not found error.