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)

"...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
"...Lots of interesting developments around analytics and ability to track meetings/calls...." Peer review by User
"...Leadership will chart better courses with Sales Cloud dashboards, analytics, and forecasting tools...." Salesforce Capabilities - Sales Cloud Features

Salesforce Engage, Ebsta Revenue Intelligence, Autoklose, Klenty, Mailsuite (formerly Mailtrack), 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?

Why is Salesforce Engage the best choice for Communication Management?

What Are the key features of Salesforce Engage for Forecasting?

How does Salesforce Engage facilitate 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

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
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

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

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
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
 

Indian businesses - Various - Very Large

Salesforce: Indian businesses roll out AI, Bengaluru tower planned - NewsBytes

India

Indian businesses are deploying Salesforce's AI solutions across their operations, signaling a shift from testing to full-scale implementation. Salesforce is also investing in a new tower in Bengalur...u, highlighting its commitment to the Indian market. The company sees potential for India to become a leader in agentic AI innovation by 2030, driven by its large developer community.

Read on →
 

Indian firms - Various Industries - Very Large

Indian firms moving AI from pilots towards deployment: Salesforce - PTI

India

Salesforce reports that Indian firms are transitioning from AI pilot projects to full-scale deployments, indicating a significant opportunity for digital and agentic AI growth in India. Salesforce pl...ans to invest in infrastructure and talent development to support this shift.

Read on →
 

Maxicare - Healthcare - Large

PH Salesforce talent must move up to AI architecture, tech founder says

Philippines

Cloud Jedi Solutions founder Joey Chan highlights the challenges Philippine companies face in AI adoption, emphasizing the need for improved data quality and system integration. Maxicare's use of Sal...esforce for AI in dental authorization is cited as a specific application. Chan stresses the importance of architect-level skills in the Salesforce ecosystem to enhance AI integration and business processes.

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?

Ebsta Revenue Intelligence, Autoklose, Klenty and Mailsuite (Formerly Mailtrack) 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

Snaps Specs Get an Enterprise Boost from Salesforce and Nvidia

Salesforce partners with Snap Inc. to integrate its Agentforce AI agents into Snap's Specs augmented-reality glasses for enterprise use. This integration aims to enhance hands-free workplace tasks in various environments, leveraging Salesforce's AI capabilities to provide practical applications for Snap's Specs in the enterprise market.

Partnership

Salesforce and OpenAI Launch Missionforce to Revolutionize Government AI Operations

Salesforce and OpenAI have launched Missionforce, a new AI-driven platform designed to enhance government operations. The platform integrates OpenAI's models to improve efficiency and service delivery in government agencies. Missionforce includes features like the Policy Engine for rapid policy execution and tools for real-time operations management, aiming to streamline workflows and foster public-private partnerships.

Product

Salesforce AIforce Makes the Agent the Enterprise UI — and Forces a Pricing Question

Salesforce introduced AIforce at Dreamforce 2026, a strategic brand that integrates Salesforce with external environments like Claude and Slack, using an agent-as-UI model. This shift challenges traditional per-seat pricing by offering consumption-based options, aiming to align costs with automated work volume. AIforce's success hinges on its ability to manage complex workflows without human intervention.

Product

Salesforce AIforce Connects Claude and Slack to CRM Controls - Quasa.io

Salesforce introduced AIforce, an interface and governance layer that connects external AI platforms like Claude and Slack to Salesforce's CRM controls. This integration allows users to initiate tasks in these platforms while Salesforce manages permissions and business logic. AIforce aims to enhance CRM functionality without replacing Salesforce's core system.

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