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Einstein High Velocity Sales

Einstein High Velocity Sales

Overview

What is Einstein High Velocity Sales?

Einstein High Velocity Sales is a cloud-based sales engagement platform that uses artificial intelligence capabilities to increase sales productivity. Key features include the click-to-call 'lightning dialer', ability to create sales cadences, sales workflow automation with ‘Einstein lead scoring’ prioritization,…

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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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What is Einstein High Velocity Sales?

Einstein High Velocity Sales is a cloud-based sales engagement platform that uses artificial intelligence capabilities to increase sales productivity. Key features include the click-to-call 'lightning dialer', ability to create sales cadences, sales workflow automation with ‘Einstein lead…

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  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

Demo Einstein High Velocity Sales Cloud

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Product Details

What is Einstein High Velocity Sales?

Einstein High Velocity Sales is a cloud-based sales engagement platform that uses artificial intelligence capabilities to increase sales productivity. Key features include the click-to-call 'lightning dialer', ability to create sales cadences, sales workflow automation with ‘Einstein lead scoring’ prioritization, and AI-powered customer interaction data capture.


Salesforce cloud-based products are priced on a monthly subscription model, per user. Plans start at $25/mo. per user and increase up to $300/mo. per user. Some features, such as the lightning dialer and the automated customer interaction data capture cost extra.


Einstein High Velocity Sales Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(14)

Reviews

(1-6 of 6)
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Ashley Linn | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Incentivized
We're trying to use it to automate email campaigns and cadences. It hasn't panned out that way yet, since there has been some issues in implementation. We're hoping to eventually be able to set up cadences; then once we receive a contact or lead from various outreaches we can add them to a cadence hopefully leading to a meeting and revenue.
  • Cadence builder - very detailed, and extensive cadence builder
  • I like that we can add whole lists to a sales cadence
  • I also like that we can do one offs, and add single names to a cadence(s)
  • The cadence builder is both a high and low; sometimes it is almost too complex, and doesn't always work as it should
  • The program doesn't work with reports, only lists. I can't include certain fields within lists, so I'm unable to base lists on those criteria to add to a cadence
  • We're having an issue with a cadence right now, where instead of sending an automated email, it's creating a task. It's strange, and they don't seem to know why it's happening.
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.
Score 1 out of 10
Vetted Review
Verified User
My company decided to consolidate as many tools as possible within Salesforce and we, therefore, got rid of another sales outreach tool in favor of High-Velocity Sales. I use it to reach out to current customers, send them event invites, and get in touch with my whitespace accounts. With a few exceptions, I mostly work with SMBs and medium enterprises, therefore have around 1000 accounts in my patch, so an outreach tool is paramount for me to do my job efficiently. With that said, HVS is a big disappointment. The UI doesn't make any sense, it's non-intuitive to use and a process that was incredibly easy with all the other similar tools I've used (that also integrate with Salesforce), HVS complicates the process tremendously for no apparent reason. Why can't all the different functions be under the same view? Why do I have to create templates to create the steps in a cadence? How come I can't edit a cadence after I've first activated it? If I'd like to make edits, I need to clone the original and create a whole new cadence... I don't even know where to begin in terms of adding prospects to it...
  • I'm not a fan of anything.
  • Loads of room for improvement; the entire UI, in fact. Please make it easier to make edits after a cadence has been activated, add prospects to cadences, and create the cadences in the first place.
I'm not a fan of anything in the platform.
Score 1 out of 10
Vetted Review
Verified User
Incentivized
HVS is currently being used by our sales org as our cadence management and outreach tool. It helps us organize outreach, make calls, and send emails.
  • 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
  • Lacking in several ease of use/ quality of life features
  • Difficult to see call history/ takes extra clicking
  • Account research/ news exists but isn't well connected; wish had Owler integration or something similar
  • Clunky interface that opens a new sub-tab for every prospect but has no easy way to close multiple or all tabs at once causing system slow down
  • Takes several clicks to access information, execute calls, move through cadence workflows
  • Not easy to self-serve analytics on cadences, emails, call stats, etc
  • Has mass emailing but does not have a system to stagger send.
  • Cannot sort prospects by time zone, company, or any other priority ranking within a cadence
HVS comes across as an early stage cadence management too and feels steps behind competitors in the space. It has great integration with Salesforce, being a Salesforce-owned platform this makes sense. It does a nice job making it easy to move between cadences with a clean list and sublisting design.

This is largely where the benefits of HVS end. Currently, it is severely lacking features of some of the other cadence management tools. It is difficult to access important information like call notes, call disposition and history of outreach. It's there -- it's not easy to quick glance and see. A couple other misses are lacking account news -- Salesforce has account news on a tab but it rarely seems to pull press releases or relevant information. It really needs the ability to sort prospects within a cadence by account, time zone, or even by tag/star/priority. There is no simple way to see statistics from outreach across the board on a micro or macro level -- particularly without having the proper reports or dashboards setup for you in SF.

Overall, HVS is functional but not bringing a lot of the luxury features that feel built in with other tools. The lack of these features does not make it impossible to get work done but it does affect productivity and the ability to move quickly during prospecting and outreach blocks. The only silver lining, and one that does not bring a lot of comfort at this exact moment, is that this is a Salesforce property. I can only imagine that SF has its eye on improving HVS and turning it into a really effective, highly competitive outreach tool.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We are using it in certain countries. We're working on resolving organizational issues. Employees are better able to follow and track their responsibilities, as well as comprehend accountability. It's simple to arrange work within departments, and it keeps everyone in the loop! We can make more educated judgments about where we want to go with our business because we have a better understanding of our data. For anything sales-related, Salesforce High Velocity Sales is our source of truth.
  • A good perspective of the pipeline, not just for one region, but for the entire global transaction. The simplicity with which these transactions may be updated in a timely and effective manner.
  • It's simple to get your settings with the tool, especially if you're a new user because the training resources are quite useful.
  • Interaction with colleagues from other divisions to expedite internal sales procedures.
  • Connectivity to other platforms is simple, and there's a lot of opportunities for customization.
  • 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.
We resolve any account-related concerns that a customer may have, as well as investigate other areas of a client's account. The service is skilled in what we require as we solve issues, the simplicity of access allows for a high user-friendly experience. I really recommend it to others because we're able to keep all of our representatives on the same platform, streamline their daily sales processes, and ensure that everything is on schedule.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
High Velocity Sales is aimed primarily for inside sales. It helps teams to track and plan the activities and tasks that are relevant to each lead. It also allows team members to organize and schedule their activities in a way that makes the most sense for each salesperson. High Velocity Sales helps sales teams to engage with leads in the correct way and at the correct time.
  • One click function with automatic call logging.
  • Creating dashboards and populating reports is easy.
  • Easy to roll out new cadences and to quickly adjust.
  • Implementation was rocky for us. Would recommend using a consultant.
  • Steep learning curve.
  • No ability to pull email templates from MS word rather than creating a template manually.
From what I have heard from some of our European colleagues is that it isn't great if you are a European user. Apparently, there is little support and what support there is, is from consultants who don't understand the product. Based on my experience, it is a great Sales Cloud add-on product with plenty of features designed for inside sales teams.
Mark McEvoy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Converting from an older CRM to Salesforce. Multi year project to enable better handling of sales and service calls. The piece I am familiar with is in place for one LOB. However, I am aware of [High Velocity Sales] being used throughout the enterprise.
  • Ease of use
  • Ensured quality with embedded scripts
  • Data integrity
  • Font size; difficult for some to read
  • I am told certain “out of the box” elements cannot be changed
[High Velocity Sales is well suited for] servicing member inquiries quickly.
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