Salesforce Engage Software Reviews

“Multi-purpose tool for business management

Pros

I would say it is a multi-purpose tool that lets us manage the commercial side of the business and monitor performance.

Cons

The loading times are very often slow especially on computers running Windows 10 and 11.

“convenient and powerful

Pros

One thing I love is that I can log in from anywhere, at any time, on my computer or phone. Also it is a great way to check the status of my team's accounts and understand the current situation.

Cons

It is not a cheap solution, requires significant setup to be truly useful and some features are overly complex.

“Excellent oversight from start to finish

Pros

Salesforce allows me to track my prospects all the way from initial contact to final signature. Overall it provides excellent oversight from start to finish.

Cons

I do not have any complaints at the moment. In my opinion the tool is comprehensive and even has a focus on environmental responsibility.

“a bit dificult system for daily tasks

Pros

My favorite thing about it is the complete overview it gives me of my sales pipeline. I can monitor every lead, customer interaction and deal stage in a single location which is essential in a fast-moving sales job. Custom reports and dashboards help me concentrate on the most important numbers and manage my follow-ups effectively.

Cons

One of the least favorite part of me is how difficult it can feel for daily tasks. Simple actions like updating a deal or logging a call often require too many clicks. And if your organization has not set it up properly, it can be difficult to find what you are looking for.

“All active leads organized in one spot

Pros

Having all my active leads organized in one spot is simply the best and the way Salesforce smoothly connects with my other systems makes everything so much simpler.

Cons

I have not come across any significant downsides. It is a vast platform, so yes there is a learning curve at the beginning but it's definitely worth the effort.

“Excellent tool

Pros

I find Salesforce to be excellent in every way. And it is a tool I rely on daily.

Cons

honestly, no cons to mention..

“wonderful but too expensive tool

Pros

It handles all its functions wonderfully. Also it is very practical and works seamlessly with other software though I wish it was not so expensive.

Cons

The cost is too steep. So yes I would really like more affordable plans for teams. Plus the reporting tools could also be simplified.

“all-in-one crm

Pros

Well it is a truly all-in-one CRM that can adapt to many specific requirements our business might have.

Cons

Nothing much to share as it works well for us.

“customizable & user-friendly dashboard

Pros

I really like how I can customize the dashboard to see all my key metrics. Also it is very user-friendly and having quick access to knowledge bases and other sections makes managing common questions a simple task.

Cons

Sometimes the search function returns so many results that the page freezes and we have to wait before getting a message to try our search again.

“Built-in cloud contact storage

Pros

It saves all our contacts and company details in the cloud and I like that the system runs very fast.

Cons

My Today's Tasks list shows overdue items mixed in, forcing me to scroll past them to find what's actually due today.

“Perfect for managing a diverse community

Pros

Salesforce was perfect for managing our diverse community at the nonprofit where I worked. We had many different types of stakeholders so being able to sort them into the right categories was essential.

Cons

We struggled to connect it with our other software like Mailchimp for email campaigns. Syncing profile updates from it to Mailchimp was a constant challenge too. And as a nonprofit not using it for direct sales, some features just did not fit our needs.

“top-tier product

Pros

it is a top-tier product available as a web service and I like that it integrates perfectly with other professional-grade software.

Cons

the interface feels slow for the daily tasks our sales team needs to accomplish.

“Gathers all prospect details with reminders

Pros

I like how it gathers all the prospect details and lets us set date-based reminders for every task.

Cons

There is a noticeable delay after finishing an action sometimes.

“A well-organized hub

Pros

I appreciate how it brings all of our customer information together into a single, organized location.

Cons

The page does not always update automatically while I am working.

“not user-friendly

Pros

I used it for a short time and thought it was quite helpful.

Cons

I found it less user-friendly than I had hoped.

“proven useful for us

Pros

One thing I really like is the ability to add tags to different sales opportunities.

Cons

It feels like there are several different editions and the one I use does not have all the features available in other versions.

“Excellent for monitoring sales

Pros

It is excellent for monitoring where our leads stand and tracking potential sales.

Cons

The platform is not very user friendly. We had to bring in a Salesforce expert to configure it in a way that actually works for our team.

“provides clear view of the entire sales process

Pros

The tol gives us a clear view of the entire sales process from start to finish, helping both sales and marketing monitor every touchpoint and automate routine work.

Cons

Customization gets very complicated for us especially when different groups make changes over time without keeping clear records.

“Visually appealing & powerful dashboard

Pros

I am a big fan of the dashboard. It has a visually appealing design and can manage a huge amount of data.

Cons

The built-in email composer was unreliable as it sometimes sent out poorly formatted messages on its own.

“Organizes information in a useful way

Pros

It organizes information in a useful way, letting AI generate reports based on almost any data point we can think of.

Cons

I feel like it can be tricky for a regular user to set up reports correctly with all the right settings. The interface can also feel finicky and there is not much help available.