Name: Salesforce Sales Engagement
Rating: 7.6 (15 reviews)
Author: Salesforce

Call Center Workforce Optimization

Customer Identity and Access Management (CIAM)

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Flowchart

Java Technologies

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Development

Classroom Management

Education

Business Intelligence (BI)

Collaboration

Office Suites

Statistical Analysis

Workspace Planning

Enterprise

Accounting

Crypto Accounting

Tax Compliance

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

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International Payroll

Payroll

Recruitment Marketing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Application Infrastructure

Application Virtualization

Cloud Storage

Digital Experience Monitoring (DEM)

Fraud Detection

Identity Verification

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

OpenStack Cloud

Penetration Testing

Remote Desktop

Server Virtualization

Software Distribution

Web Portal

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Content Management

Conversion Rate Optimization

Demand-Side

Domain Registration Services

Email Marketing

Marketing Automation

Product Management

Social Media Management

Social Media Monitoring

Survey & Forms Building

URL Shorteners

Web Analytics

Marketing

Email Signature

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Field Sales Software

Sales

Cloud-Native Application Protection Platforms

Security

Catering

Interior Design

Population Health Management

Real Estate

Rental Property Management

Restaurant POS

Vertical-Specific

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Tech Cares 2023

Cadence Builder Flexibility: Users have appreciated the detailed and extensive cadence builder, mentioning the ability to add whole lists to a sales cadence as a positive feature. The flexibility of adding both whole lists and single names provides options for different outreach strategies.

Seamless Navigation: Reviewers have highlighted the convenience of transitioning between different cadences and steps without the need to refresh the screen or navigate to a new page, making the process more efficient.

Integration with Salesforce: Some users valued the direct integration with Salesforce, which made it easy to update contact information within the system, enhancing overall workflow processes.

Challenging Cadence Builder: Users have expressed frustration with the complexity of the cadence builder, finding it overwhelming and unreliable in its functionality. They have highlighted instances where intricate setups led to errors or inconsistencies in automated actions, impacting their workflow efficiency.

Limited Program Flexibility: Users faced restrictions within the program, only being able to work with lists instead of reports. This limitation has impeded their ability to customize cadences effectively, resulting in challenges when incorporating specific data fields for targeted outreach strategies.

Inefficient Interface Design: Several users noted difficulties in using the software due to its lack of user-friendly features. They struggled with tasks like accessing call history, navigating workflows that require multiple clicks, and managing a clunky interface with unwieldy sub-tabs that hindered seamless interaction.

S alesforce Sales Engagement, formerly Einstein High Velocity Sales, is a cloud-based sales engagement platform that uses artificial intelligence capabilities to increase sales productivity.

Basic

Business

Salesmate

Kixie is a telephony and VoIP software solution from Kixie.

Custom Plan

Kixie

Salesforce Sales Engagement

Sales Engagement

Demo Einstein High Velocity Sales Cloud

Likelihood to Recommend

Salesforce provides a customer success platform. The company's social and mobile cloud technologies include their flagship sales and CRM applications.  <br><br>The company was founded in 1999 and is headquartered in San Francisco, CA.

Salesforce

Constant Contact

ZoomInfo Sales

Chorus by ZoomInfo

Beefree

Sales and Marketing Specialist

Einstein High Velocity Sales 2023-06-08 12:31:00

Sr. Instructional Designer

High Velocity Sales 2021-05-24 11:23:59

LinkedIn Sales Navigator

Calendly

High Velocity Sales 2022-05-05 10:34:28

Pipedrive

Slack

Vidyard

High Velocity Sales 2021-09-07 09:14:20

Oracle CRM duplicate

Freshchat

LeadIQ

High Velocity Sales 2021-06-17 17:33:16

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Time zone

Learning curve

No easy

One platform

Easier to make

Steep learning curve

No easy way

Ability to organize

Make edits

Email templates

Creating dashboards

Training resources

Reports is easy

Easy to update

Reporting and dashboards

Contact information

Entire sales

Data integrity

Integrated with salesforce

Sales process

Home

Sales Engagement Platforms (SEPs)

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.

Email automation - we are looking for a tool to do this well
Lives in Salesforce - we are trying to do our work predominantly in our CRM, so our reach outs will be held there
Building simple cadences has been ok

We haven't noticed much monetary ROI from HVS
The cadence builder does take time to figure out and implement, so we've had to spend more manpower hours to do so
Right now, we've had to go back to an old auto email program that doesn't live in Salesforce. We were hoping to get rid of this program, and save some money. Unfortunately, we aren't able to fully rely on HVS yet.

ZoomInfo Engage, ZoomInfo SalesOS, Chorus by ZoomInfo, Constant Contact, BEE Pro

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

Reduced costs
Increased efficiency
Higher quality

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...

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.

It's been negative in that I have to spend at least 20 times longer creating a cadence than I would with any other sales outreach tool.

LinkedIn Sales Navigator, ZoomInfo, Calendly

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

Cadence Management
Activity tracking & measurement - a previous tool we used allegedly did not perform as well as needed in this area - though I liked the measurements that were available to me as a rep with the previous tool more.

I can't speak for the overall business since I am a rep using HVS but overall I believe it has had a negative impact.
It has led to more complicated processes with less accessible information about the prospects we're calling
On the positive side, it is nice to have a tool deeply integrated with Salesforce. I just wish it took better advantage of that deep integration by putting day-to-day info at my fingertips.

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.

Updates in real-time.
Marketing strategy.
Business orientation.
Monitoring of emails.

Email tracking with High Velocity Sales is a wonderful way to quickly improve our revenue.
Capable of seeing fresh business possibilities.
Selecting who to concentrate on.
Make a history of all interactions.

Salesforce Sales Engagement
Formerly Einstein High Velocity Sales

Overview

What is Salesforce Sales Engagement?