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
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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

"The site is faster. The user experience is better, and the conversion rate is better." - KEN KRALICK

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

What makes Salesforce Engage ideal for Engagement Management?

What solutions does Salesforce Engage provide for Communication Management?

What solutions does Salesforce Engage provide for Forecasting?

What solutions does Salesforce Engage provide for Contact List Management?

How does Salesforce Engage address your Proposal & Quote Management Challenges?

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

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
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
CUSTOMERS TESTIMONIALS
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
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

Case Studies

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.

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.

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.

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.

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.

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.

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

Partnership

Salesforce Partners with Polygon for NFT-Based Loyalty Program

Salesforce has partnered with Polygon to launch an NFT-based loyalty program. This collaboration will enable Salesforce customers to use its management platform to create and manage NFT loyalty initiatives on Polygon's blockchain. The partnership highlights Salesforce's integration with Ethereum and Polygon for its customer base.

Product

Salesforce Named a Leader in the 2025 IDC MarketScape on Low-Code & No-Code ...

Similarweb has launched the GenAI Intelligence Toolkit, a new product designed to track brand performance and traffic across AI platforms like ChatGPT and CoPilot. This toolkit helps businesses understand AI-generated traffic's impact on digital marketing, offering insights into brand visibility and top-cited sources in AI responses. In June, AI platforms generated over 1.1 billion referral visits, highlighting the toolkit's relevance in the evolving digital landscape.

Product

Veeam Data Cloud for Salesforce: Protecting Your Business-Critical SaaS Data

Veeam Software has launched Veeam Data Cloud for Salesforce, a new SaaS offering designed to enhance data resilience for Salesforce environments. This platform provides automated backup policies, surgical recovery options, and regulatory compliance support, all within a security-first architecture. It aims to unify SaaS data protection strategies, offering predictable costs and operational flexibility, addressing the critical need for robust Salesforce data protection.

Product

Agentforce boosts Salesforce partner support, handling over 19,000 requests since inception

Salesforce has launched Agentforce for Partner Community, an AI agent designed to enhance partner support by providing 24/7 conversational assistance. Since its launch in March 2025, it has handled over 19,000 requests and engages 120,000 monthly users. This tool aims to streamline partner interactions, improve efficiency, and support AI adoption, reflecting Salesforce's commitment to leveraging AI for partner success.

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