Salesforce Sales Engagement vs. Salesforce Starter

HVS should be well suited for automated email responses and cadences. However, we have been unable to get it to work as we would like it to. The cadence builder is robust, but can be a bit complicated. It's not as easy to set up a cadence, as we would like. The program isn't well suited for mass marketing emails, but more for SDR emails.

Incentivized

If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions. Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.

Incentivized

• Allows you to move to different cadences and cadence steps without refreshing the screen or clicking to a new screen
• Fairly simple to send a one-off email to a single prospect
• Pretty easy to update contact information b/c it's directly integrated with Salesforce

Incentivized

• Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
• SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
• SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.

Incentivized

• We haven't found anything in High Velocity Sales that we don't like. To reach out to prospects the company may use an all-in-one platform. The ability to organize, call, email, and follow up on leads is a game-changer for sales representatives.

Incentivized

• Table views can be sorted by column. Filters can be applied, but only to one column. Multi-column filtering like Excel allows would be extremely useful and a big improvement.
• The ability to quick copy data in a table view would also be helpful, like (ctrl ') in excel.

Incentivized

The system is very user-friendly on a desktop but lacks mobile friendliness. The Customer relationship manager disappears after the deal is signed. We struggled to get the system in a usable format, which was not cost-effective. The CRM system on desktop was great but way more complicated than it should be.

Incentivized

While I have not used many other automated email CRM integration systems, SalesforceIQ is hands down a crucial part of my daily work flow. I could not picture our company putting up the monthly numbers we are able to allocate without the efficiency and concise notification settings SalesforceIQ gives Everlasting Capital. I highly recommend if you're looking for fast integration results to update numerous departments within your company, to look into SalesforceIQ as it will make your daily tasks substantially easier while keeping all parties more thoroughly notified.

Incentivized

more expensive but as an industry leader and go, the learning curve pays for itself in ROI in lost time in onboarding

Incentivized

• Positive. We close deals faster and don't need to have a long thread of back and forth emails
• We have far valuable insights into if the client opened the email and how many times they've opened their emails
• We can schedule sends so it appears at the top of the customers inbox.

Incentivized

• It made the job more efficient for staff so they can spend time doing other tasks rather than configuring and maintaining Salesforce Starter.

Incentivized