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
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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

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

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.

Comprehensive Insights on Salesforce Engage Use Cases

How does Salesforce Engage address your Engagement Management Challenges?

What Are the key features of Salesforce Engage for Communication Management?

Why is Salesforce Engage the best choice for Forecasting?

What makes Salesforce Engage ideal for Contact List Management?

How efficiently Does Salesforce Engage manage your Proposal & Quote Management?

34+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
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
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

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

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
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

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

Banking

CASE STUDY Kotak Mahindra Bank

Salesforce helped Kotak Mahindra Bank unify sales and service data. The bank automated loan approvals and improved cross-selling. Customers now get seamless omni-channel experiences. Kotak consolidat...ed 12 systems into one platform. Service requests are handled faster and more easily. The bank can now open digital accounts and process loans with less friction.

Wholesale

CASE STUDY Pidilite

Salesforce helped Pidilite automate sales and service processes. Teams now respond to customers much faster. First response time improved by 90%. First call resolution rates rose from 75% to 93%. The... Dr. Fixit app, built on Heroku, has over 50,000 downloads and helps contractors work better. Contractor engagement tripled with a custom field marketing app. Pidilite uses Salesforce to give customers and contractors better experiences.

Consumer Goods

CASE STUDY Jaipur Rugs

Salesforce helped Jaipur Rugs improve sales and service. The company used Sales Cloud, Service Cloud, Marketing Cloud, and Tableau. Lead-to-order management is now faster and more organized. Lead con...versions increased by 30%. Customer satisfaction improved by 40%. Employees answer queries faster and ship products quicker. Marketing automation helps Jaipur Rugs connect with customers in new ways.

Education

CASE STUDY REVA University

Salesforce Education Cloud helped REVA University digitize and automate the student lifecycle. The university unified student data, making it easy for students, parents, and teachers to access inform...ation. Admissions time dropped by 50% and onboarding effort fell by 30-40%. The student portal now supports over 16,000 students and 1,500 teachers. REVA University improved efficiency and created a seamless digital experience for all stakeholders.

Manufacturing

CASE STUDY Godrej & Boyce

Salesforce helped Godrej & Boyce unify customer data across 14 business units. The company replaced fragmented CRM systems with one platform. Sales reps now respond to leads in less than two hours. O...pportunity-to-order conversions increased by 10%. First response time for service requests improved by almost 8%. Godrej & Boyce delivers faster, more connected customer experiences with Salesforce.

Information Technology and Services

CASE STUDY VFS Global

VFS Global used Salesforce Sales Cloud, Service Cloud, MuleSoft, and Salesforce Platform to unify customer data and streamline workflows. The company wanted to fix fragmented data and improve service... for visa applications. With Salesforce, agents now have a 360-degree customer view and can resolve cases faster. About 4,570 users serve customers in 158 countries. VFS Global can now monitor SLAs daily and keep customer data secure. The solution improved speed, transparency, and compliance for global visa services.

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

4.65/5 ★

Read Reviews (24)
Data Import

3.51/5 ★

Read Reviews (26)

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

ShareVault Helps Power the Sale of Informatica to Salesforce - Yahoo Finance

Salesforce has acquired Informatica in an $8 billion deal, one of the largest in the enterprise software and AI sector this year. ShareVault's virtual data room platform facilitated secure document management and due diligence throughout the transaction, supporting cross-functional teams and complex workflows.

Product

Sennu AI automates salesforce testing in minutes - The American Bazaar

Sennu AI, a Y Combinator-backed startup, has launched an AI-powered QA automation platform designed for Salesforce environments. The tool enables Salesforce teams to automate end-to-end testing, write tests in plain English, and integrate with platforms like Jira. Sennu AI claims setup takes less than five minutes and supports running hundreds of tests simultaneously, streamlining quality assurance for Salesforce implementations.

Partnership

Zs Expands Partnership with Salesforce to Help Companies Scale Ai Agents with Agentforce - MarketScreener

ZS has expanded its partnership with Salesforce to help enterprises deploy and scale AI agents using Salesforce's Agentforce platform. This collaboration combines ZS's AI and industry expertise with Salesforce's Agentforce, enabling organizations to automate complex workflows and enhance customer engagement through advanced generative AI solutions. The partnership targets industries such as life sciences, healthcare, and financial services, accelerating AI adoption and operational efficiency.[^1]

Product

Salesforce Launches Agentforce 3 with MCP to Tackle AI Agent Scalability in Enterprises

Salesforce launched Agentforce 3, an advanced AI agent platform designed for enterprise scalability. The release introduces the Agentforce Command Centre, providing real-time observability and control over AI agent workflows. Early adopters like Grupo Globo and Engine report significant business gains, including a 22% boost in subscriber retention and a 15% reduction in case handling time. Over 8,000 organizations have adopted Agentforce since October 2024.

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