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

"I have a new career and a new way of supporting my family that I probably would not have without Trailhead." - Mark Tossell

Salesforce Engage, GMass, Ebsta, 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

What solutions does Salesforce Engage provide for Engagement Management?

How efficiently Does Salesforce Engage manage your Communication Management?

What benefits does Salesforce Engage offer for Forecasting?

What benefits does Salesforce Engage offer 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

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

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
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

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
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

Case Studies

Information Technology and Services

CASE STUDY EXL

EXL used Salesforce to improve sales efficiency and customer focus. They implemented Sales Cloud and Revenue Cloud to optimize their sales processes. Automation and real-time insights helped sales te...ams engage customers better. EXL's sales team now predicts deal success and improves conversion rates. The company plans to integrate Salesforce further for a robust customer experience.

Information Services

CASE STUDY BARC India

BARC India improved field service productivity by 25% using Salesforce automation. They unified panel and inventory management on a single platform. This helped them service more households and ensur...e high-quality data. The same team of 650 field executives can now conduct 15% more panel visits per day. They can also visit 20% more households. BARC uses Salesforce to manage 55,000+ metering devices and plans to expand to 300,000 households.

Manufacturing

CASE STUDY Godrej & Boyce

Godrej & Boyce used Salesforce to unify their CRM across business units. This helped them offer a connected customer experience. They moved sales processes to Salesforce Sales Cloud. This unified cus...tomer data and sales workflows. Sales teams now engage customers consistently. They reduced the time to connect with customers from a day to two hours. Predictive analytics increased lead conversion probability to 80% in one business unit.

Consumer Goods

CASE STUDY Tata Consumer Products

Tata Consumer Products transformed its sales and distribution with Salesforce. They built a platform called MAVIC, automating distributor management. Onboarding time reduced from a week to 45 minutes.... The MAVIC app enables 6 million transactions monthly. Over 3,000 distributors were onboarded in four months. The platform is used by 8,000 sales employees to serve 12,000 distributors and 1.6 million retail outlets.

Manufacturing

CASE STUDY JSW Steel

JSW Steel used MuleSoft to transform its value chain. They integrated 32 systems with 120+ APIs. This improved order management and customer experience. They achieved a 99.7% integration success rate.... API calls increased by 52%, reaching 7.2 million per year.

Financial Services

CASE STUDY Bike Bazaar

Bike Bazaar uses Salesforce to improve loan processes. They cut loan approval time from 20 to 5 minutes. They manage twice as many cases as before. Product launches are now 6 times faster. Data insig...hts help them target promotions and manage risks.

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, 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

Salesforce acquires AI recruiting startup Moonhub weeks after Informatica deal

Salesforce has acquired Moonhub, an AI-driven recruiting startup founded by former Meta engineer Nancy Xu. Moonhubs team will join Salesforce to advance its AI initiatives, including Agentforce. This move follows Salesforces recent acquisitions of Informatica and Convergence.ai, signaling a continued focus on expanding AI capabilities in cloud-based enterprise solutions.

Partnership

Salesforce Once a Silicon Valley Rebel, Now an AI Revolutionary - CIOL

Salesforce is advancing its AI strategy by leveraging its $8 billion Informatica partnership to unify enterprise data and enhance trust in its AI-driven CRM solutions. This move positions Salesforce as a leader in integrating artificial intelligence across customer relationship management, enabling smarter automation and deeper insights for business users.

Product

Copado Robotic Testing Debuts in AWS Marketplace, Enabling AI-powered, Salesforce ...

Copado Robotic Testing is now available in AWS Marketplace, offering AI-powered test automation for Salesforce applications. This release enables Salesforce customers to streamline testing workflows, accelerate release cycles, and improve software quality using Copado's cloud-based platform integrated with AWS.

Customer

From Hours to Minutes: JPW Industries Order Processing Transformation with Salesforce Partners and AI

JPW Industries automated its order processing and customer service by deploying Salesforce Agentforce AI, in collaboration with RafterOne. The solution replaced manual workflows, accelerated order turnaround, and enabled 24/7 support. Salesforces AI-driven platform centralized knowledge for agents, improving efficiency and customer experience in the manufacturing tools sector.

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