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)

"...Another feature offered by Pardot is Salesforce Engage which helps you close deals faster than ever before...." What is Salesforce Pardot and How You Can Start Using It Today
"...sending the email merge campaign is easier as well as the structure of this web-based software is pretty awesome...." Peer review by SHRIKANT P, Manager, Premium Account Receivable, Insurance
"...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

Why is Salesforce Engage the best choice for Engagement Management?

Why is Salesforce Engage the best choice for Communication Management?

How does Salesforce Engage address your Forecasting Challenges?

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

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

Toya Gatewood

Salesforce Administrator

Consumer Technology Association

The biggest room in the world is room for improvement. Testimonial By Toya Gatewood
Salesforce Engage testimonial

ROBERT VAN TUYL

CHIEF INNOVATION OFFICER

EASTER SEALS

Impacting one life is a success. With Health Cloud, we re ready to impact thousands of lives. Testimonial By ROBERT VAN TUYL
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

Toya Gatewood

Salesforce Administrator

Consumer Technology Association

The biggest room in the world is room for improvement. Testimonial By Toya Gatewood
Salesforce Engage testimonial

ROBERT VAN TUYL

CHIEF INNOVATION OFFICER

EASTER SEALS

Impacting one life is a success. With Health Cloud, we re ready to impact thousands of lives. Testimonial By ROBERT VAN TUYL
 

CVS Health to Deliver Faster, More Personalized Call Center Care for Millions of Members with Salesforces Agentforce Health

Salesforce and CVS Health have expanded their collaboration to enhance call center operations using Salesforce's Agentforce Health solution. This partnership aims to streamline interactions for CVS H...ealth's Aetna and CVS Caremark businesses by integrating AI agents to provide real-time insights. The platform will enable personalized and efficient member care, marking Salesforce's largest Agentforce deal in regulated industries.

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Salesforce touts big deals as it tries to tamp down SaaS-pocalypse fears

Salesforce highlights significant customer deals to alleviate concerns about potential SaaS industry downturns.

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Salesforce's Air Force Deal Tests Agentforce's Role In Secure Government AI

Salesforce secured a $72 million contract with the U.S. Air Force, part of a $5.6 billion Department of Defense deal, to integrate its Agentforce AI platform for personnel and workflow management. Th...is marks Salesforce's largest federal contract, enhancing its presence in secure government cloud environments. The deal could boost Salesforce's position in AI-driven government solutions, potentially leading to more defense and civilian contracts.

Read on →
 

Los Angeles County Public Defender - Legal Services - Large

Los Angeles, USA

Salesforce helped the Los Angeles County Public Defender digitize 107 years of paper records and consolidate 26 legacy systems into a secure cloud-based case management platform. The office, with 1,2...00 employees, now manages over 140,000 client cases per year digitally. Attorneys access real-time client and case data from anywhere, improving preparation and client service. The new system streamlines legal workflows, enhances collaboration, and supports holistic representation. This transformation enables data-driven justice reform and better outcomes for residents.

 

Heathrow Airport - Hospitality - Large

London, UK

Heathrow Airport used Salesforce Agentforce to deliver faster, more personalized support for 83 million passengers each year. The airport improved digital contact efficiency by 40% and reduced chat e...xchanges by over 50%. Hallie, their AI agent, now resolves 90% of chats without live agent transfer. Commerce Cloud drove a 30% increase in digital revenue over four years. Marketing Cloud achieved a 49% open rate for customer emails, boosting engagement and purchase values.

 

Formula 1 - Entertainment - Large

London, UK

Agentforce helped Formula 1 cut service response times by 80%. F1 unified over 100 data sources to create detailed fan profiles. Service reps now resolve issues faster and deliver more personalized s...upport. Marketing Cloud and AI-driven content boosted click-through rates by 22%. Fan satisfaction rose 8% year over year, reaching 90%. Tableau enabled F1 to secure new partnerships with actionable audience insights.

Frequently Asked Questions(FAQ)

for 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

Financial

Salesforce Beats Q1 but Soft Q2 Guide Spooks SaaS Bulls

Salesforce exceeded Q1 FY27 revenue and EPS expectations but issued a lower-than-expected Q2 revenue forecast, causing investor concern over AI's impact on traditional SaaS models. The company is focusing on its Agentforce platform to balance per-seat license sales with AI-driven solutions.

Product

How We Use Data Detect to Secure the Heart of Salesforce

Salesforce uses its own product, Shield: Data Detect, to secure its internal systems by automating the discovery of sensitive data across billions of records. This internal testing, known as the "Customer Zero" approach, has led to improvements in product stability, user experience, and future roadmap features, enhancing the security and compliance of Salesforce's enterprise platform.

Financial

Salesforce revenue forecast disappoints amid AI disruption fears

Salesforce's revenue forecast for the second quarter falls below Wall Street estimates, raising concerns about AI-driven disruption to traditional software demand. Despite a strong first quarter with $11.13 billion in revenue and 98 new deals, the company faces investor apprehension over AI tools potentially impacting enterprise software demand.

Financial

Salesforce Delivers Record First Quarter Fiscal 2027 Results

Salesforce reported record first-quarter fiscal 2027 results, with revenue reaching $11.1 billion, a 13% year-over-year increase. The company highlighted significant growth in its Agentforce and Data 360 offerings, with annual recurring revenue hitting $3.4 billion. Salesforce also announced a $25 billion accelerated share repurchase program. The company remains optimistic about organic revenue growth in the second half of FY27.

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