Salesforce Engage Software Reviews

“Amazing for tracking business opportunities

Pros

The ability to efficiently track our business opportunities from the first point of contact all the way through to signing the deal and onboarding the client is something amazing.

Cons

In my opinion the layout is clearly outdated and unpleasant to use and it is the major downside of this otherwise great platform.

“Makes handling customer problems very easy

Pros

It makes handling customer problems very easy. Plus I love that it keeps all client information in one place, so I do not have to search for old chats or emails. The main screen shows me everything that is happening right now and I can easily set reminders for myself to follow up later.

Cons

I found it confusing when I first started. As there are so many features that it takes significant time to learn how everything functions.

“highly customizable hub

Pros

Everything is centralized from contacts to opportunities and even reports. Also it is highly customizable and integrates perfectly with the broader Salesforce ecosystem.

Cons

The setup is long and not always simple without proper training. The cost can also increase quickly when we add advanced options.

“Incredibly powerful and customizable product

Pros

It is an incredibly powerful product that can be customized extensively to fit our company's specific requirements. Though there is a learning period but once it is configured, it gives me, as an account manager excellent control over my territory.

Cons

At times it can be slow and awkward to use particularly when administrative changes add extra steps to every process within the system.

“fundamental part of my business

Pros

Salesforce allows me to track, manage and build my sales pipeline in a way that feels seamless and natural. Overall it has become a fundamental part of how I run my business.

Cons

The method for getting pre-sales assistance is not very simple from my perspective, though I recognize that might just be a matter of personal preference.

“Quite powerful for follow-ups and tracking

Pros

It is quite powerful for follow-ups, tracking and managing deals but I often find myself with too many browser tabs open and having to click through too many screens for simple tasks.

Cons

umm i feel like the updates are not very fast. When I change a deal's stage, it does not show up right away. Also I wish there were more keyboard shortcuts to speed things up.

“Has so many advanced sales tool

Pros

The Salesforce system at my job had a caller ID feature. It felt much more advanced than the sales tools I have used at other companies.

Cons

It does not smartly pull in contact details. I feel like it should automatically figure out which company or contact a new lead is associated with.

“Most user-friendly CRM tool

Pros

It is the best CRM I have worked with. It is user friendly with excellent reporting and seamless integration with all our other software like HubSpot and Chargebee.

Cons

To be honest it is hard to find a real flaw since it works better than any other system I have tried. Also I guess the design could be more modern but it gets the job done.

“Powerhouse for monitoring every sales step

Pros

When configured correctly, it is a powerhouse. As we can monitor every step from the initial call to closing the deal and post-sale follow-up. The automation for reminders and status updates is a huge time-saver too.

Cons

The dashboard is decent but not very adaptable. We mostly have to work with the pre-built options. I even tried to customize it for my own key numbers but the process was not very smooth.

“Useful daily reports

Pros

I really like getting daily reports from my system and being able to keep track of all the important data for my managers.

Cons

Well the reporting is not always up-to-date and the software's overall performance can be slow at times.

“love the customization flexibility :)

Pros

One thing I love is that I could customize my accounts, contacts and reports. Building my sales pipeline and moving opportunities between stages was a very simple process.

Cons

It is not easy to figure out how to use all the features to their full potential. It required a lot of time and experimentation to master the extensive toolset.

“Major time saver!

Pros

The tool does a lot of the sales work for us and saves us a ton of time on paperwork.

Cons

I do not have any complaints. It fits our business model perfectly and allows us to focus on working together effectively.

“good tool!

Pros

It becomes incredibly useful when all our information is connected and kept up-to-date over a long period of time.

Cons

There are bugs and numerous small glitches that make the platform awkward to manage and use every single day.

“industry standard with great integration

Pros

As of now it has the industry standard, so most people are already familiar with it and it integrates well with virtually any other tool you might use.

Cons

It can be tricky to set up properly without a dedicated team. They also tend to acquire other companies and then do a half-hearted job of integrating them for years.

“A complete and unified view of the pipeline

Pros

It gives us a complete, unified view of our entire pipeline and all opportunities. we can easily connect with colleagues in the company and track every activity directly within the platform.

Cons

There is a bit of a learning curve at first but once we get comfortable with it, the platform becomes much easier to work with.

“Valuable analytics

Pros

The analytics in it pull valuable insights from our sales data, guiding us on how to improve future performance. Plus its reporting tools give us a transparent view of all our sales efforts. We use its sophisticated AI to sort and prioritize leads so we concentrate only on the most promising ones. The communication features also help us maintain clear and consistent contact with customers throughout the entire sales cycle.

Cons

It took a little while to learn but I got the hang of it quickly. Other than that I have not found anything to dislike.

“Easy access to client details from any device

Pros

What I like most is being able to pull up all my client details and sales information from either my computer or my phone to monitor opportunities and track lead development.

Cons

Setting up some of the dashboards and perfecting the reports required some effort but I would say it is definitely worth it once everything is in place.

“Complete 360-degree view of every client

Pros

It provides a complete 360 degree view of every client including their interaction history, past purchases and preferences. It also encourages collaboration across different departments like sales, marketing and support.

Cons

The subscription is expensive especially for smaller companies. We also end up paying extra for advanced tools, add-ons and connections to other software.

“extremely powerful & effective software

Pros

This is an extremely powerful and highly effective software for managing a client portfolio of any size. Its search functionality is my favourite because its efficient and reliable.

Cons

It can feel a bit like an over-engineered factory at times and the sheer number of things we can do can be confusing.

“Pretty user-friendly

Pros

I find Salesforce very user-friendly. It is an ideal tool for anyone who needs to keep a detailed record of their clients and customers.

Cons

Figuring out how to delete or combine accounts was pretty difficult initially. I am mostly comfortable with it now but the learning process felt more complicated than it needed to be.