Salesforce Engage Software Reviews

“Keeps my work organized

Pros

The software keeps all my potential customers and deals organized. I even closed a deal faster because it reminded me to follow up at just the right time.

Cons

Many useful tools are hidden within sub-menus so it often takes me a while to locate what I am looking for.

“Brings all essential information together

Pros

It brings all my essential information together seamlessly from client records and prospect lists to syncing with my Microsoft Office calendar which saves me a ton of manual work.

Cons

The system can slow down when I am viewing a long list of tasks or have many tabs open at once.

“pretty useful but complex system

Pros

Once you learn how to use it effectively, it becomes useful.

Cons

It is complex to operate, challenging to train new staff on and I noticed it lacks simple options for making quick tweaks.

“A Complete Package

Pros

I value the wide range of features and capabilities it provides. Training staff on it is simple too and it is a complete package for handling leads, contacts and customers to help you close more deals.

Cons

Customizing the platform is quite difficult and the overall experience of ours is not as user-friendly as it could be.

“user-friendly and highly tailored platform

Pros

To be honest I am impressed by its user-friendly design and how much you can tailor the platform to your needs.

Cons

My only issue is the significant amount of training required to feel truly proficient with the tool.

“Very simple to use and reliable

Pros

It is very simple to use. After you download it, everything just works. I never had to uninstall and reinstall it to get it functioning correctly.

Cons

I cannot really think of any downsides. I suppose they could improve some of the dropdown menus.

“Detailed analytics and efficient CRM tools

Pros

As a sales rep, I rely on Salesforce daily. The analytics help me spot opportunities to speed up my own deals, and the visual dashboards are perfect for quickly checking my progress. Knowing the platform has strong security makes me confident when handling customer information. Most of all, the CRM tools are just efficient, they help me keep all my customer details and past conversations straight, so I can be more effective in every interaction

Cons

Throughout our time using it, we have not found any significant drawbacks to mention.

“Handles everything!

Pros

It handles everything for us such as data tracking, file management, task alerts and managing the team's work queue too.

Cons

I did not notice any downsides or problems.

“Outstanding analytics & customer engagement

Pros

I love how it provides outstanding sales analytics that give us accurate insights to make our sales process more efficient. Its customer engagement tools help us maintain clear communication with clients during the sales cycle. The reporting features give us a transparent view of our sales performance and the market analytics help us accurately predict sales based on market trends.

Cons

It has consistently met all our requirements. We have never had any reason to complain about it.

“Its got every feature you could need!!

Pros

The CRM has every feature you could need. The customization options are excellent and provide deep insight into sales and customer interactions.

Cons

The navigation can be a bit confusing at times and I feel like the search function could be more efficient at finding what we need.

“Easily stores all client details

Pros

Salesforce lets me easily store client details so I can quickly get up to speed on my active opportunities and recent conversations.

Cons

I find it frustrating how difficult it is to get around, even after using it for a while. I mean there is still so much I do not understand how to do.

“Simple to use with great team visibility

Pros

I feel Its simple to use and provides great visibility for everyone on the team who needs access.

Cons

To be honest I do not have any complaints I find it very simple to use.

“amazing all-in-one crm

Pros

This is an amazing CRM that stores all the information we need in one place. It is also very easy to find specific data points when you need them.

Cons

The user interface feels a bit outdated and could use a refresh.

“Easy to navigate

Pros

It is easy to navigate and use and I can also create support cases directly within it.

Cons

It can be glitchy and uncooperative at times.

“Frustrating document handling

Pros

I really liked that both the Customer and Client portals can be accessed by either type of user profile.

Cons

One thing I noticed is that the process for handling and uploading documents is overly complicated.

“efficient software

Pros

It is very simple to find members and service providers.

Cons

The system sometimes freezes and we lose all our unsaved work when it happens.

“good CRM for customer relationships

Pros

Salesforce Software is a highly respected CRM that is excellent for managing customer relationships and tracking all interactions.

Cons

Well the pricing is on the higher side which I feel like could be a significant factor for some companies.

“most powerful & comprehensive crm

Pros

The best part is that we can customize every part of it and it is easily the most powerful and comprehensive CRM available.

Cons

In my opinion the initial setup and the recurring maintenance fees are just too expensive.

“Amazing system for selling products

Pros

I am a huge fan of Salesforce as it is a fantastic system for selling products to consumers and I have used it at several different companies.

Cons

Honestly I cannot find any real flaws as any trouble I have had was likely my own mistake, not the software's fault.

“Great features

Pros

It has great features and makes it easy for us to set up sales outreach sequences.

Cons

I noticed it can run slowly with too many tabs open and it lacks a reliable way to verify contact details.