Salesvue Reviews

Pros

One thing Salesvue does well is automation and reporting dashboards. From a management standpoint, those features make it possible to track who is engaging with the platform and how many leads each person is working to prospect. They also help leadership see who is actively using it and how extensively it's being used.

Cons

Connecting it with Salesforce was extremely difficult. The setup process at the beginning was especially annoying and it ended up taking several months before everything was finally integrated.

Pros

After spending the last two years with it, I must say it's been an excellent platform for our team. We carefully reviewed the sales engagement market and Salesvue clearly came out as the best choice especially because we operate in the highly regulated Financial Services industry. Nicole and Trevor on the client success team have been outstanding to work with and have been incredibly helpful every step of the way over the years. At this point all of our Internal and External Wholesalers are using it and their full sales workflow runs through the platform. That has given leadership much better visibility while also making day to day territory growth efforts more efficient and organized for the wholesalers.

Cons

We're honestly still trying to find a downside.

Pros

While comparing sales enablement platforms, our goal was to build a workflow that truly helps the team succeed. It made that possible because it works natively inside Salesforce so our reps can stay in Salesforce, complete their work there and update records directly without jumping between systems. The setup and rollout were also very easy and Trevor and Nicole have consistently been available to answer every question that comes up. I cannot recommend Adam, Trevor, Nicole and the rest of the team highly enough.

Cons

There's a lot available to report on which can sometimes pull your attention toward information that isn't the highest priority. We initially tried to sort things out ourselves instead of asking for help but Trevor and Nicole stepped in right away and guided us in the right direction. Honestly I'd still rather have more reporting options than not enough so this really isn't much of a negative when it comes to this tool.