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

"That is when we looked for an external solution, and Salesforce emerged as the clear market leader. Its ecosystem of solutions was attractive to a company focused on future growth." - Jitendra Kumar

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 efficiently Does Salesforce Engage manage your Engagement Management?

How does Salesforce Engage address your Communication Management Challenges?

How can Salesforce Engage enhance your Forecasting process?

What benefits does Salesforce Engage offer for Contact List Management?

What Are the key features of Salesforce Engage 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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Salesforce Engage testimonial

Jitendra Kumar

Chief Technology Officer

Simplilearn

That is when we looked for an external solution, and Salesforce emerged as the clear market leader. Its ecosystem of solutions was attractive to a company focused on future growth. Testimonial By Jitendra Kumar
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

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
CUSTOMERS TESTIMONIALS
Salesforce Engage testimonial

Jitendra Kumar

Chief Technology Officer

Simplilearn

That is when we looked for an external solution, and Salesforce emerged as the clear market leader. Its ecosystem of solutions was attractive to a company focused on future growth. Testimonial By Jitendra Kumar
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

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

Case Studies

Financial Services

CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

Financial Services

CASE STUDY RBC Wealth Management

Salesforce helped RBC Wealth Management bring 26 systems into one CRM platform. Advisors now have a single view of each client. Onboarding time dropped from weeks to just 24 minutes. The new digital ...experience gives clients full account visibility. Maintenance costs fell by 50%. The platform uses low-code automation and APIs to speed up innovation.

Financial Services

CASE STUDY Nexo

Agentforce helped Nexo improve crypto customer support. Nexo needed to keep up with fast changes in the crypto industry. Agentforce provided tools for better support. Nexo redefined how they help cus...tomers. The solution made support faster and more reliable.

Food & Beverages

CASE STUDY Uber Eats

Uber Eats used Service Cloud, MuleSoft, Tableau, and Sales Cloud to automate workflows and unify data from 30+ global systems. Agents now see all customer and merchant data in one place, saving time ...and reducing manual steps. This automation helps resolve merchant disputes and refund cases much faster. Einstein predicts case priorities, cutting triage times. Uber Eats improved agent efficiency and can now support 25 million restaurateurs and their customers worldwide.

Consumer Electronics

CASE STUDY Panasonic

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

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

Product

Salesforce launches Agentforce for Public Sector to take on time-consuming government work

Salesforce has launched Agentforce for Public Sector, a new AI-driven solution designed to enhance government efficiency by automating complex tasks. This digital workforce of AI agents supports government employees in handling duties like compliance management and recruitment. Agentforce integrates with Salesforce's Public Sector Solutions and runs on AWS, ensuring security and compliance. Available now, it aims to improve public service delivery and reduce administrative burdens.

Product

Salesforce AI Research Helps Businesses Get Ready For The Agentic Enterprise - Salesforce

Salesforce AI Research introduced CRMArena-Pro, a simulation environment for testing AI agents in complex business scenarios, and launched the Agentic Benchmark for CRM to evaluate AI agents' performance in enterprise contexts. The new Account Matching capability autonomously unifies scattered datasets, enhancing data quality and reducing handling time by 30 minutes per case. These innovations aim to prepare businesses for the agentic enterprise era.

Customer

Global pharma and medtech organizations select Life Sciences Cloud for connected clinical trials, patient services, and HCP engagement - Salesforce

Salesforce's Life Sciences Cloud is being adopted by leading pharma and medtech organizations like Boehringer Ingelheim, Pfizer, and Takeda. This platform integrates AI to enhance clinical trials, patient services, and healthcare provider engagement, aiming to improve patient outcomes and streamline operations. The solution connects sales, service, marketing, and clinical data, facilitating efficient healthcare delivery and personalized experiences.

Customer

Salesforce com : Life Sciences Cloud Now Selected by More than 70 Industry ... - MarketScreener

Salesforce's Life Sciences Cloud has been adopted by over 70 leading industry customers, including Boehringer Ingelheim and Pfizer, to enhance healthcare engagement and patient outcomes. This AI-driven platform integrates data across the healthcare ecosystem to expedite life-enhancing treatments.

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