Salesforce Engage Overview
This is a summary of the comprehensive capabilities and benefits of Salesforce Engage based on over 547 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Salesforce Engage, Ebsta, MailTrack, Polymail, Datananas, 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.
Do you need to check if Salesforce Engage is right for your needs? Our Cuspera AI engine can evaluate how Salesforce Engage fits your specific business needs, industry, and context. Get your personalized assessment report today.
Salesforce Engage supports business activities such as:
- Engagement Management
- Communication Management
- Forecasting
- Contact List Management
- Proposal & Quote Management
Salesforce Engage can help you with many business goals, such as Acquire Customers, Increase Sales & Revenue, Enhance Customer Relationships, Scale Best Practices, Improve Navigation, etc. It can help manage these activities if you use E-Mail and Phone Calls for these needs. As a solution, Salesforce Engage's capabilities include Templates, Personalization, Dashboard, etc.
Salesforce Engage was founded in 1999. Financial Services Vertical is its biggest customer base.
Reviews
"I have a new career and a new way of supporting my family that I probably would not have without Trailhead. " - Mark Tossell
Cuspera Reviews
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.
Business Priorities
Acquire Customers and Increase Sales & Revenue are the most popular business priorities peers achieved using Salesforce Engage.
Use Cases
Peers recommend Engagement Management , Communication Management , Forecasting , as the business use cases that they have been most satisfied while using Salesforce Engage.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Engagement Management with E-Mail |
4.57/5 ★ |
"...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 |
| engaging and following up |
4.54/5 ★ |
"...Tools like Salesforce Engage help you do just that. ..." Three Keys to Successful Physician Referral Management |
| Communication Management with E-Mail and Phone Calls |
4.67/5 ★ |
"...While they customize most of the emails they send, the templates provide a great starting point and typically include relevant resources they can send...." Peer review by Stephanie C, VP of Marketing |
| sending & publishing communications |
4.30/5 ★ |
"...With Salesforce, it took us less than 15 minutes to build, test, and deploy the business critical custom publisher action...." Testimonial by Sandeep Gedicherla, Senior Software Engineer, Brown-Forman |
| tracking & monitoring communications |
4.64/5 ★ |
"...: Email tracking software now lets you sync everything from contacts, events, tasks and more...." Salesforce Capabilities - Sales Cloud Features |
| Forecasting |
4.38/5 ★ |
"...Avaya transforms sales and forecasting with AI-driven insights. ..." Case Study AAA Carolinas |
| PEER EXPERIENCES | |
|---|---|
| Engagement Management with E-Mail |
4.57/5 ★ |
"...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 |
|
| engaging and following up |
4.57/5 ★ |
| Communication Management with E-Mail and Phone Calls |
4.67/5 ★ |
"...While they customize most of the emails they send, the templates provide a great starting point and typically include relevant resources they can send...." Peer review by Stephanie C, VP of Marketing |
|
| sending & publishing communications |
4.67/5 ★ |
| tracking & monitoring communications |
4.67/5 ★ |
| Forecasting |
4.38/5 ★ |
"...Avaya transforms sales and forecasting with AI-driven insights. ..." Case Study AAA Carolinas |
|
34+ more Business Use Cases
Our AI advisor, Wyz, harnessed 547 insights from peers and experts to help you assess how these Salesforce Engage use cases fit your Sales Engagement needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
As a global medical device company changing lives through better smiles around the world, we know the importance of working with a trusted business. Together with Salesforce, we can continue to deliver valuable experiences for our customers, employees and business partners. Testimonial By Sreelakshmi Kolli |
|
The site is faster. The user experience is better, and the conversion rate is better. Testimonial By KEN KRALICK |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
Sreelakshmi Kolli SVP Global IT Align Technology |
As a global medical device company changing lives through better smiles around the world, we know the importance of working with a trusted business. Together with Salesforce, we can continue to deliver valuable experiences for our customers, employees and business partners. Testimonial By Sreelakshmi Kolli |
|
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 |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study PwCRead More |
|
Case Study John HancockRead More |
|
Case Study Pearson EducationRead More |
Frequently Asked Questions(FAQ)
for Salesforce Engage
What is Salesforce Engage?
What is Salesforce Engage used for?
What are the top features of Salesforce Engage?
Who uses Salesforce Engage?
What are Salesforce Engage alternatives?
Where is Salesforce Engage located?
Popular Business Setting
for Salesforce Engage
Top Industries
- Financial Services
- Education
- Consumer Services
Popular in
- Small Business
- Large Enterprise
- Enterprise
Peers used Salesforce Engage to Acquire customers and Increase sales & revenue
Salesforce Engage Alternatives
Peer and Expert Opinion on Features
for Salesforce Engage
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (22) |
| Personalization | Read Reviews (20) |
| Dashboard | Read Reviews (17) |
| Alerts: popups & Notifications | Read Reviews (12) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (22) |
| Personalization | Read Reviews (20) |
| Dashboard | Read Reviews (17) |
| Alerts: popups & Notifications | Read Reviews (12) |
IT and Other Capabilities
for Salesforce Engage
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (24) |
| Data Import | Read Reviews (26) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (24) |
| Data Import | Read Reviews (26) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (54) |
| Email Support | Read Reviews (12) |
| Chat Support | Read Reviews (18) |
| Phone Support | Read Reviews (11) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (54) |
| Email Support | Read Reviews (12) |
| Chat Support | Read Reviews (18) |
| Phone Support | Read Reviews (11) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (4) |
| Custom Reports | Read Reviews (73) |
| Analytics | Read Reviews (35) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (4) |
| Custom Reports | Read Reviews (73) |
| Analytics | Read Reviews (35) |
Software Failure Risk Guidance
?for Salesforce Engage
Overall Risk Meter
Top Failure Risks for Salesforce Engage
Vendor Profile Details
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
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