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

"The site is faster. The user experience is better, and the conversion rate is better." - KEN KRALICK

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

"...Salesforce Engage provides sales teams the ability to send marketing-built emails that can be tracked...." 5 Sales and Marketing Tactics Using Pardot s Engagement History Dashboards
"...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, GMass, Ebsta Revenue Intelligence, Autoklose, Mailshake, 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

How does Salesforce Engage address your Engagement Management Challenges?

How does Salesforce Engage facilitate Communication Management?

How can Salesforce Engage optimize your Forecasting Workflow?

What makes Salesforce Engage ideal for Contact List Management?

What makes Salesforce Engage ideal 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

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
Salesforce Engage testimonial

Christophe Eymery

Head of digital, Australia & New Zealand

L'Oreal

Salesforce is making a big difference as we move from a top-down conversation to personalised engagement. Testimonial By Christophe Eymery
Salesforce Engage testimonial

Clara Perez

Salesforce Developer

Great Wave Technologies

I was amazed when I saw what I could do with points and clicks. Every possibility was right at the tip of your finger, just by clicking your mouse. Testimonial By Clara Perez
CUSTOMERS TESTIMONIALS
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
Salesforce Engage testimonial

Christophe Eymery

Head of digital, Australia & New Zealand

L'Oreal

Salesforce is making a big difference as we move from a top-down conversation to personalised engagement. Testimonial By Christophe Eymery
Salesforce Engage testimonial

Clara Perez

Salesforce Developer

Great Wave Technologies

I was amazed when I saw what I could do with points and clicks. Every possibility was right at the tip of your finger, just by clicking your mouse. Testimonial By Clara Perez
 

Curative - Healthcare - Medium

Salesforce (CRM) Lost A $600, 000 Contract To An In House AI CRM

USA

Curative has replaced its Salesforce CRM system with an in-house AI-powered CRM platform, terminating a $600,000 annual contract. This move highlights a shift towards custom AI solutions as a cost-ef...fective alternative to traditional SaaS CRM offerings. Salesforce cites security and compliance challenges for in-house systems in regulated sectors as potential hurdles.

Read on →
 

Curative - Healthcare - Medium

Curative Ditches $600, 000 Salesforce Contract Says 'AI Changes the Economics of Building ...

Austin, USA

Curative has terminated its $600,000 contract with Salesforce, opting to develop an AI-powered CRM system internally. This move underscores the potential of AI tools to enable faster, cost-effective ...software development tailored to specific business needs. Salesforce warns of the security and compliance challenges associated with internally developed systems, especially in regulated industries like healthcare.

Read on →
 

Siemens - Manufacturing - Very Large

Businesses nearly triple AI agent deployments — Salesforce

Munich, Germany

Salesforce reports a significant increase in AI agent deployments, with businesses nearly tripling their use over the past year. Siemens, a key customer, uses Salesforce's Agentforce platform to auto...mate lead qualification and routing, enhancing efficiency and sales growth. AI agents are increasingly handling complex tasks across industries, driving execution efficiency and improving customer interactions.

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?

GMass, Ebsta Revenue Intelligence, Autoklose and Mailshake 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

Product

Salesforce aims to be your enterprise AI harness, touts AIforce

Salesforce introduces AIforce, an enterprise AI harness designed to integrate data and workflows with AI agents without additional integrations. AIforce aims to unify Salesforce's platform layers, including data, applications, and semantics, enhancing enterprise transformation. The platform features zero data retention and packaged agents for industry-specific tasks.

Partnership

Salesforce and Anthropic Announce Claudeforce: The #1 AI Meets the #1 AI CRM

Salesforce and Anthropic have launched Claudeforce, a strategic partnership that integrates Claude's AI reasoning with Salesforce's enterprise platform. This collaboration introduces Salesforce in Claude, a plugin with 37 prebuilt sales skills, enhancing sales automation and enterprise data integration. The partnership also embeds Claude into Salesforce and Slack, aiming to transform enterprise AI applications and productivity.

Product

Salesforce Quarterly Highlights: FY27 Q2 Product Releases and Corporate Announcements

Salesforce announced several product releases and enhancements in its FY27 Q2 update. Key updates include the launch of Agentic Advisor, Agentforce Commerce, and Agentforce Help Agent, which leverage AI to enhance customer service and commerce capabilities. Additionally, Salesforce introduced new MCP servers for better integration with Slackbot, enhancing CRM functionalities within Slack. These innovations aim to improve customer engagement and operational efficiency across various platforms.

Awards

Salesforce Named a Leader in IDC MarketScape: Worldwide Software Platforms for National Civilian Government AI-Enabled Case Management

Salesforce has been named a Leader in the 2026 IDC MarketScape for Worldwide Software Platforms for National Civilian Government AI-Enabled Case Management. The recognition highlights Salesforce's strengths in mission-specific case management templates, AI investments, and global compliance. This accolade underscores Salesforce's role in enhancing government agencies' efficiency and responsiveness through AI-driven solutions.

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