Salesforce Engage Overview

Salesforce-engage with Sales Cloud to grow accounts, find customers, and close deals faster. Sales force automation boosts efficiency from anywhere.

Use Cases

Customers recommend Engagement Management, Communication Management, Forecasting, as the business use cases that they have been most satisfied with while using Salesforce Engage.

Other use cases:

  • Contact List Management
  • Proposal & Quote Management
  • Social Media Analytics
  • Lead Engagement
  • Campaign Management
  • Account Management
  • Products & Pricelist Management
See all use cases See less use cases

Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Salesforce Engage.

Other priorities:

  • Enhance Customer Relationships
  • Scale Best Practices
  • Improve Navigation
  • Improve Digital And Social Presence
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
  • Launch New Products
  • Improve Brand Engagement
See all business priorities See less business priorities

Salesforce Engage Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Engage works with different mediums / channels such as E-Mail. and Phone Calls.

Salesforce Engage's features include Templates, Personalization, Dashboard, etc. and Salesforce Engage support capabilities include 24/7 Support, Email Support, Chat Support, etc. also Salesforce Engage analytics capabilities include Custom Reports, and Analytics.

Reviews

"I have a new career and a new way of supporting my family that I probably would not have without Trailhead." - Mark Tossell

Peer review evidence (same sources as the product rating summary)

"...All of this allowed our salespeople to quickly access marketing resources through Salesforce, send Pardot emails or Salesforce Engage emails, and give a more consistent brand experience across revenue streams. ..." How iControl ESI Launched a Marketing Campaign in 30 Days
"...By being able to track email-opens and page views, sales reps could see when a customer was engaging with their content or reviewing their quote...." How Melbourne Tractors Built a Better Customer Experience with Salesforce
"...Avaya transforms sales and forecasting with AI-driven insights. ..." Case Study AAA Carolinas

Salesforce Engage, Ebsta Revenue Intelligence, Autoklose, Klenty, Mailsuite (formerly Mailtrack), etc., all belong to a category of solutions that help Sales Engagement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce Engage

Top Industries

  • Financial Services
  • Education
  • Consumer Services

Popular in

  • Small Business
  • Large Enterprise
  • Enterprise

Salesforce Engage is popular in Financial Services, Education, and Consumer Services and is widely used by Small Business, Large Enterprise, and Enterprise.

Salesforce Engage Customer wins, Customer success stories, Case studies

What makes Salesforce Engage ideal for Engagement Management?

How does Salesforce Engage address your Communication Management Challenges?

How can Salesforce Engage optimize your Forecasting Workflow?

What makes Salesforce Engage ideal for Contact List Management?

What benefits does Salesforce Engage offer for Proposal & Quote Management?

34 buyers and buying teams have used Cuspera to assess how well Salesforce Engage solved their Sales Engagement needs. Cuspera uses 547 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Engagement needs.

CUSTOMERS TESTIMONIALS
Salesforce Engage testimonial

Mark Tossell

CRM Project Manager

Fusion Group

I have a new career and a new way of supporting my family that I probably would not have without Trailhead. Testimonial By Mark Tossell
Salesforce Engage testimonial

RICK SMITH

CEO AND CO-FOUNDER

AXON

Quip really fits the way we share and get alignment around ideas. Testimonial By RICK SMITH
Salesforce Engage testimonial

KEN KRALICK

GLOBAL HEAD OF ECOMMERCE

PUMA

The site is faster. The user experience is better, and the conversion rate is better. Testimonial By KEN KRALICK
CUSTOMERS TESTIMONIALS
Salesforce Engage testimonial

Mark Tossell

CRM Project Manager

Fusion Group

I have a new career and a new way of supporting my family that I probably would not have without Trailhead. Testimonial By Mark Tossell
Salesforce Engage testimonial

RICK SMITH

CEO AND CO-FOUNDER

AXON

Quip really fits the way we share and get alignment around ideas. Testimonial By RICK SMITH
Salesforce Engage testimonial

KEN KRALICK

GLOBAL HEAD OF ECOMMERCE

PUMA

The site is faster. The user experience is better, and the conversion rate is better. Testimonial By KEN KRALICK
 

INSPIRE Entertainment Resort - Hospitality And MICE - Medium

Salesforce, INSPIRE Partner on AI Transformation of MICE Business - The Elec Inc.

Incheon, South Korea

Salesforce is partnering with INSPIRE Entertainment Resort to transform its MICE business using AI. INSPIRE will adopt Salesforce's Sales Cloud to integrate sales data and build an AI-based decision-...making system, enhancing sales management and revenue forecasting. This collaboration aims to create a new B2B sales model for the hospitality and MICE industries.

Read on →
 

VALiNTRY360 - Consulting - Medium

Salesforce Managed Services: VALiNTRY360 Introduces Seven-Pillar Performance Framework

Winter Park, USA

VALiNTRY360 has introduced a Seven-Pillar Salesforce Managed Services Framework to enhance CRM support efficiency and AI operational readiness. This framework helps organizations measure Salesforce e...nvironment performance across areas like data quality, automation reliability, and user adoption. VALiNTRY360 aims to improve business processes and prepare companies for AI capabilities through structured assessments and ongoing support.

Read on →
 

Asian Footwears - Retail - Medium

Asian Footwear in pact with Salesforce - The Hans India

India

Asian Footwears partners with Salesforce to unify customer data across channels, enhancing AI-driven engagement and agentic workflows. This collaboration aims to support Asian Footwear's transition t...o an agentic enterprise, leveraging AI for personalized customer interactions and operational efficiency.

Read on →
 

Thames Valley Police and Hampshire & Isle of Wight Constabulary - Government Administration - Large

UK

Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check case status and message officers directly. The portal le...d to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.

 

MIMIT Health - Hospital & Health Care - Small

Chicago, USA

MIMIT Health used Salesforce’s Agentic Enterprise Architecture to unify patient data and automate workflows. They replaced fragmented EHR systems with Agentforce Health, giving care teams a real-time..., complete view of each patient. This led to $1.5 million in annual operational savings, a 15% reduction in inventory costs, and $500,000 less in system maintenance. Providers now spend less time on paperwork and see 40% more patients. Physician burnout dropped to low single digits, and employees save three hours daily.

 

Rare - Non Profit Organization Management - Medium

Arlington, USA

Rare used Salesforce’s unified platform to connect farmer data, fundraising, and grant workflows. The nonprofit replaced manual, disconnected tools with a single CRM, improving data access and automa...ting routine tasks. Teams now anticipate 40% more time for high-impact field work. Centralized data helps Rare expand regenerative farming from 17,500 to 300,000 hectares. Salesforce’s automation and AI features support Rare’s global mission and growth.

Frequently Asked Questions (FAQ)

What buyers ask before choosing Salesforce Engage

What is Salesforce Engage?

Salesforce Engage, a sales management platform, lets marketing, share its content with sales to boost the company's selling power. It helps to increase sales and revenue and improve brand engagement.

It helps to communicate effectively with customers, understand prospect interactions, and get alerts on active leads. Sales reps use marketing-approved email templates to contact prospects at the right moment and track the effectiveness of the messages in Salesforce.

Some of its features include sending personalized messages that are always on target, understanding interactions, and know when to act, easily monitor and control the success of the campaigns, and close deals faster.

What is Salesforce Engage used for?

Salesforce Engage is a Sales Engagement Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Engagement Management, Communication Management and Forecasting .

What are the top features of Salesforce Engage?

Templates, Personalization and Dashboard are some of the top features of Salesforce Engage.

Who uses Salesforce Engage?

Salesforce Engage is used by Financial Services, Education and Consumer Services among other industries.

What are Salesforce Engage alternatives?

Ebsta Revenue Intelligence, Autoklose, Klenty and Mailsuite (Formerly Mailtrack) are popular alternatives for Salesforce Engage.

Where is Salesforce Engage located?

Salesforce Engage is headquartered at 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States.
lightning

Peers used Salesforce Engage for engagement management and communication management

Salesforce Engage Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.74/5 ★

Read Reviews (4)
Custom Reports

4.56/5 ★

Read Reviews (73)
Analytics

4.56/5 ★

Read Reviews (35)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.74/5 ★

Read Reviews (4)
Custom Reports

4.56/5 ★

Read Reviews (73)
Analytics

4.56/5 ★

Read Reviews (35)

Salesforce Engage Integrations

Salesforce Engage integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export
Data Import

Few API Integrations for Salesforce Engage

Software Failure Risk Guidance

?

for Salesforce Engage

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Engage

Salesforce, Inc. News

M&A

Salesforce Loops Acquisition Boosts Tableau Offering - Daily Research News Online

Salesforce's acquisition of Loops enhances its Tableau offering, strengthening its capabilities in data visualization and analytics.

M&A

Salesforce Buys Loops — but Tableau Has No Product Roadmap Yet - Quasa.io

Salesforce announced its acquisition of Loops, an Israeli startup specializing in automated performance diagnostics and root-cause analysis, to integrate its technology into Tableau. The acquisition aims to enhance Tableau's analytics capabilities, although specific product release details remain undisclosed. The transaction is expected to close in early November, subject to customary conditions.

M&A

Salesforce expands Tableau agentic analytics push with Loops buy - TechTarget

Salesforce is acquiring AI-powered analytics startup Loops to enhance its Tableau software. Loops' technology, including the Scout analytics agent, will be integrated into Tableau, offering features like root cause analysis and performance improvement recommendations. The acquisition aims to advance Tableau's agentic analytics strategy, with the deal expected to close in early November.

Product

Klient Launches Klient Insights: Live PSA Dashboards Inside Salesforce - Daily Journal

Klient has launched Klient Insights, a live dashboard workspace integrated into Klient PSA within Salesforce. This tool provides professional services firms with real-time insights on margin, capacity, unbilled time, and client health, eliminating the need for exports or spreadsheets.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO