Salesforce Engage Software Reviews

“Simple navigation with a clear business view

Pros

Navigating Salesforce is simple and the dashboard gives me a clear view of all the key information for my business.

Cons

I wish it were simpler to search for opportunity owners and view all the records they are responsible for. As for now the search capability feels limited in this area.

“A complete platform

Pros

Over the years this tool has consistently enhanced its offerings. It remains one of the most complete platforms for large businesses.

Cons

As Salesforce has grown, the help we get from their support team is not always good. Also some of the older parts of the system feel forgotten and rarely get any improvements.

“Reliable access from any device

Pros

My favorite feature right now is its reliability and the fact I can access it from any device like a smartphone or tablet without any compatibility problems.

Cons

I feel like the data loading speed could be better. As sometimes the system just freezes when trying to pull up information which is very inconvenient.

“simple and reliable database for fundraising

Pros

The platform is simple to access and use. I rely on it as a database for fundraising and I particularly like how it keeps a record of all email conversations.

Cons

Honestly I do not have any complaints. Even though it is a sales-focused tool, it handles everything I need it to do perfectly.

“highly recommended 10/10!!

Pros

Salesforce is a very user-friendly application. The platform has many different systems that are all easy to navigate.

Cons

There is absolutely nothing I dislike about the platform right now. So I would highly recommend it to others.

“Much better and easier to see layout

Pros

The new layout is much better and easier to see. This is great for me because my eyesight is not as good as it used to be. So great job on the design.

Cons

umm the constant updates means I am always having to refresh the program. So it really slows my workflow down.

“Keeps getting better !!

Pros

With every new version, Salesforce keeps getting better and better. Plus the constant addition of new tools, improved speed and reliable support are what keep it as the top CRM.

Cons

The admin and development side feels a bit awkward and overwhelming to me. Also I would love it if the mobile app had an offline mode so you could still work with limited service and sync later.

“Pretty simple to use with impressive speed

Pros

This Software is pretty simple to use and never seems to have any outages. Also I am impressed by the system's speed and how quickly it processes updates.

Cons

I wish the cloud was more efficient for my international clients. Also having a real-time translation feature would be incredibly helpful.

“good customizable tool

Pros

I love how much we can customize it especially for our complicated sales process. The detailed views for customers and deals give us really useful information. It also connects perfectly with our other tools which helps us see the full picture of every customer and makes our sales team much more effective.

Cons

The learning curve is quite steep. It is a powerful tool but it feels complex at first. Also simple tasks take time to set up without technical help and the interface is not always smooth for daily sales use.

“Allows complex & powerful customization

Pros

It has many strong points and allows for complex CRM customization. The possibilities it offers are incredibly powerful too. We can really dig in and customize numerous processes and I like that it can generate a huge variety of reports.

Cons

To create good reports and make things automated, you really need an expert on your team. And it is best if that person knows how to code so they can adjust the system to fit our company's specific needs.

“Helps organize sales prospects

Pros

The software makes it easy to keep all our sales prospects organized in one place and it connects seamlessly with our other tools.

Cons

In my experience it frequently crashes or loses our previous work if we close the browser without manually refreshing the page first.

“Good integration with thousands of other apps

Pros

It connects easily with marketing platforms, ERP systems, customer service tools and thousands of other apps through AppExchange.

Cons

I noticed that it has a steep learning curve. New users or small teams can find it overwhelming without the right training or an administrator to help.

“reliable system with rare crashes

Pros

I like how reliable Salesforce is. It is very rare for me to run into a crash or a freeze that forces me to restart the application.

Cons

My least favorite part is the limited customization. So I would really like to be able to change the color scheme including the background and font colors.

“you can use it on any platform!

Pros

The ability to use it on any platform is a major plus for me. Plus it runs very smoothly and is simple to operate.

Cons

Sometimes the layout is tricky. Important information gets cut off because some columns are not wide enough to show everything.

“An annoyingly slow and clunky system

Pros

To be honest I really did not like it. This might have been because of how my company set it up but I cannot think of a single good thing about it.

Cons

It was always slow and saving anything made the whole page reload. This caused annoying delays and was a major headache for us.

“best software for monitoring

Pros

I can customize the interface, monitor leads, track engagement, run reports, view account summaries and manage campaigns which makes it the best software.

Cons

The design looks old and blocky. It feels like it was made for computer experts but not for creating a nice-looking experience for customers.

“All your data safe and accessible in one place

Pros

Having all the data in one place makes it much easier to organize and find what I need. I also do not have to worry about security because everything is saved safely online and I can access it from anywhere.

Cons

Accessing it from another country can be difficult and sometimes the verification codes don't come through. I understand the need for security but it does cause problems for me occasionally.

“useful for managing follow-ups

Pros

The content is always up to date, also it is simple to customize and make updates and I find it extremely useful for managing follow-ups and evaluating team performance.

Cons

Well the mobile app is not simple or easy to use and update. Also creating and customizing reports and dashboards is overly complicated as per my liking.

“Highly adaptable to our specific workflow

Pros

We can customize almost everything to fit our specific workflow. Also the automated processes, dashboards, data objects and fields are all highly adaptable to our needs.

Cons

It has a steep learning curve and is not easy for beginners to use. You often need special training or even a full-time administrator just to set it up and keep it running every day.

“Best CRM with a seamless interface

Pros

I have to say it is the best CRM I have ever used. Moving between an opportunity, an account and a contact is so seamless. And I really love the design of the interface.

Cons

We have come across some bugs with our opportunity data and totals. This might be partly an internal issue but I feel we should have more control to edit and manage these things directly.