Salesforce Engage Software Reviews

“offers vast feature set but complex to use

Pros

It offers a vast number of features for a customer database management system.

Cons

I find it very complex, not very user-friendly. Also creating dashboards and cross-referencing data is still difficult and time-consuming to set up. The phone app connection is also unreliable.

“Highly useful dashboards

Pros

The dashboards are highly useful for managing customer relationships, monitoring sales and creating reports.

Cons

There is a massive amount of information and if we do not use good filters, it's easy to get overwhelmed and lost.

“the best in the market

Pros

I really like the freedom to customize the platform to our specific needs. It also syncs well with other systems to help us maintain compliance.

Cons

It is very expensive but I must say it is also the top-tier solution in its field.

“Simple to use and integrate into our workflow

Pros

The platform is simple to use and learn. Also it integrates smoothly with our workflow and other software and it is easy to take notes and keep everything organized.

Cons

While it is simple to add notes, I wish there was a dashboard where you could get a quick, summarized view of an account.

“Helps our team work better

Pros

It helps our team work better and reach our goals. It shows all our sales information in clear pictures which helps us make smarter choices. Plus it keeps all customer details in one place, does routine jobs for us and helps us stay organized.

Cons

I do not have any complaints because their operation is so thorough.

“Perfectly automated sales process

Pros

This system lets us set up a sales process that fits our business perfectly. Also it keeps all our customer information in one place, so we can easily see their history and track everything. And it automatically handles routine jobs like sending emails and assigning new leads which frees up your sales team to focus on selling. You can even see how your sales are doing at any moment, find new opportunities and change plans quickly. Plus the mobile app has all the same features, so your team can work from anywhere. You can also easily connect it with other apps you use to make it even more powerful.

Cons

It is tough for new users to get started especially without proper guidance or training. While it is highly customizable, some advanced setups require an administrator or developer which can delay implementation. Even with the Lightning Experience updates, I still find parts of the interface cluttered and not very basic.

“Highly useful and comprehensive sales tool

Pros

It is a very useful and comprehensive tool for sales that's also highly adaptable. So I would definitely recommend it.

Cons

I feel like a more structured training program or better guidance for mastering the platform would be extremely helpful for beginners.

“powerful platform with a huge range of functions

Pros

Salesforce is a powerful platform once we get the hang of it. Plus it offers a huge range of functions and integrates with many other products, opening up a lot of possibilities.

Cons

My main issue is that it is hard to train our staff on it which means they are often reluctant to use it or don't use it properly.

“My favourite tool!!

Pros

It instantly syncs and manages all of our company's data across the entire system which I like the most.

Cons

I have not come across any negative aspects so far even after using it for over two years.

“Robust yet adaptable system for every user

Pros

The software is a powerful yet adaptable system that lets every user maximize their use of the tool.

Cons

To be honest I cannot think of any real problems. We once had an issue where our service form was generating duplicate tickets but that turned out to be a problem with our own code, not the tool itself.

“simple for managing deals

Pros

It is pretty simple to add new sales opportunities and manage them. The filtering tools are excellent too for identifying the most promising deals.

Cons

There is a significant learning curve, largely because the training materials are so comprehensive and detailed.

“perfect for onboarding new reps

Pros

For someone new to sales, it provides a complete account history so we can get up to speed quickly and use that knowledge for more effective outreach.

Cons

Everything functions well but the design feels a bit dated to me as a younger user. So a more modern look would be appreciated.

“most suitable crm for a salesperson

Pros

It is the most suitable CRM for a good salesperson. The ease of use is truly impressive and it helps us perfectly organize all the tasks needed for every type of lead.

Cons

In my opinion it is definitely more expensive than competitors like HubSpot or Sugar CRM but still it is the top performer.

“Great place to consolidate all patient notes

Pros

This is a great place to consolidate all notes for a patient. It also works very well with our reporting systems.

Cons

I wish there were more options for customization and additional features. I also wish it connected directly to our McKesson pharmacy management system.

“Highly customizable dashboard

Pros

The interface is user-friendly and the dashboard is both detailed and customizable.

Cons

Some features and options for editing records are hidden deep within multiple menus which makes it hard for us to find them.

“Easy to customize

Pros

We can really customize the platform to our needs, adjusting how it looks and works to fit the specific requirements of our industry.

Cons

Our company uses it for more than just sales which sometimes makes it tricky to adapt perfectly for my specific role.

“all-in-one system for customer visibility

Pros

I love that you can link every customer interaction like emails, chat logs and call records directly to a contact, deal or company profile. This makes all communication visible to the whole team. Also storing sales and marketing documents in one place eliminates hidden files or random notes. Defining our own workflows within Salesforce has also helped get everyone from veterans to new hires on the same page.

Cons

The initial setup cost is quite high which has prevented us from buying more of their products.

“Top CRM

Pros

It is one of the top customer relationship platforms out there. I have relied on it for many years.

Cons

If you do not manage the data well, let me tell you that it can quickly clutter up your workspace and slow you down.

“Makes finding new prospects much easier

Pros

This tool makes finding new prospects much easier which saves us a lot of time and the tracking is very precise.

Cons

The only catch is you need a really strong internet connection. Other than that I would say it is a top-notch software.

“system that stores many kinds of data

Pros

It is a system that stores many different kinds of data and helps us complete our daily work tasks.

Cons

Certain functions were slower compared to other systems and it required more time to learn how to use them effectively.