Einstein High Velocity Sales

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.

I'm not a fan of anything in the platform.

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.

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.

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.

[High Velocity Sales is well suited for] servicing member inquiries quickly.