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

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

Salesforce Engage 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.

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

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

Read Reviews (64)

"...I would recommend other company to use the Salesforce Engage, it is the best for emails tracking and sales management...."
engaging and following up

4.54/5

Read Reviews (57)

"...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. ..."
Communication Management with E-Mail and Phone Calls

4.67/5

Read Reviews (16)

"...Here are a few examples of emails suitable for sending using Salesforce Engage: 1...." How to Align Your Sales and Marketing Teams Around Revenue Growth
sending & publishing communications

4.30/5

Read Reviews (8)

"...With Salesforce, it took us less than 15 minutes to build, test, and deploy the business critical custom publisher action...."
tracking & monitoring communications

4.64/5

Read Reviews (7)

"...: Email tracking software now lets you sync everything from contacts, events, tasks and more...."
Forecasting

4.38/5

Read Reviews (9)

"...Avaya transforms sales and forecasting with AI-driven insights. ..." Case Study AAA Carolinas
PEER EXPERIENCES
Engagement Management with E-Mail

4.57/5

Read Reviews (64)

"...I would recommend other company to use the Salesforce Engage, it is the best for emails tracking and sales management...." Peer review by john k, Project Development Coordinator, Apparel & Fashion
engaging and following up

4.57/5

Read Reviews (57)

Communication Management with E-Mail and Phone Calls

4.67/5

Read Reviews (16)

"...Here are a few examples of emails suitable for sending using Salesforce Engage: 1...." How to Align Your Sales and Marketing Teams Around Revenue Growth
sending & publishing communications

4.67/5

Read Reviews (8)

tracking & monitoring communications

4.67/5

Read Reviews (7)

Forecasting

4.38/5

Read Reviews (9)

"...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
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

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

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
CUSTOMERS TESTIMONIALS
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

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

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

Case Studies

COMPANY CASE STUDIES
Salesforce Engage case study
Case Study John Hancock

John Hancock begins a new legacy with digital experiences

Read More
Salesforce Engage case study
Case Study AAA Carolinas

AAA Carolinas is driven to provide the best member experience with Salesforce Architects

Read More
Salesforce Engage case study
Case Study Pearson Education

Pearson Education gives learners smarter service with the Customer Success Group

Read More

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.

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, MailTrack, Polymail and Datananas 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.

Popular Business Setting

for Salesforce Engage

Top Industries

  • Financial Services
  • Education
  • Consumer Services

Popular in

  • Small Business
  • Large Enterprise
  • Enterprise
lightning

Peers used Salesforce Engage to Acquire customers and Increase sales & revenue

Peer and Expert Opinion on Features

for Salesforce Engage

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Templates

4.65/5

Read Reviews (22)
Personalization

4.43/5

Read Reviews (20)
Dashboard

4.65/5

Read Reviews (17)
Alerts: popups & Notifications

4.64/5

Read Reviews (12)
FEATURES RATINGS AND REVIEWS
Templates

4.65/5

Read Reviews (22)
Personalization

4.43/5

Read Reviews (20)
Dashboard

4.65/5

Read Reviews (17)
Alerts: popups & Notifications

4.64/5

Read Reviews (12)

IT and Other Capabilities

for Salesforce Engage

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.65/5

Read Reviews (24)
Data Import

3.51/5

Read Reviews (26)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.65/5

Read Reviews (24)
Data Import

3.51/5

Read Reviews (26)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.32/5

Read Reviews (54)
Email Support

4.30/5

Read Reviews (12)
Chat Support

4.12/5

Read Reviews (18)
Phone Support

4.05/5

Read Reviews (11)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.32/5

Read Reviews (54)
Email Support

4.30/5

Read Reviews (12)
Chat Support

4.12/5

Read Reviews (18)
Phone Support

4.05/5

Read Reviews (11)
CAPABILITIES (OTHER) 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 (OTHER) 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)

Software Failure Risk Guidance

?

for Salesforce Engage

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Engage

Vendor Profile Details

Company Name

Salesforce

Year Founded

1999

HQ Location

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

Employees

10001+

Social

Financials

IPO