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.
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Salesloft
Score 8.4 out of 10
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Salesloft’s Revenue Orchestration Platform uses AI to help market-facing teams prioritize and take action on what matters most, from first touch to upsell and renewal.
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.
I find it to be the best resource for scheduling calls with clients. Specifically when the call includes multiple people using Salesloft, it's so simple and easy to use to send open times to client and then to be able to send active links to the client where with one click the calendar invite shows up on my calendar? it's the best most efficient tool I have in my toolbelt at the moment. When it comes to logging, it's also simple but I wish I could add a contact to SL from the Microsoft integration.
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.
The inbound dialer. I don't particularly like having to open a second window just for inbound calls. Especially if I forget to close it during a meeting and get interrupted.
The texting interface. I can have emails templated, to fill fields pulled from the lead profile, like name, company, positions, etc. I would like the same functionality for texting, especially since I send as many texts as I do emails. Even being able to save snippets or templates would be nice.
On the note of texting, having a dedicated tab in the People view for text messages would do a lot to let me catch up on other people's conversations with the lead, instead of having to find them on the main Activity tab.
SalesLoft is absolutely VITAL to our daily operations. We could not function without it or a program like it. Speaking as a Sales Person who has had to operate without a product like this, the difference is night and day. The ability to stay organized, automate tasks, easily log activities and notes, review calls, and coach team members is an absolute gamechanger.
Drift was extremely easy for both our demand gen team and SDR to jump right into. It was feature rich and purpose-built for marketers—it was remarkably easy to connect our marketing automation, CRM, and more to the platform and get everything to work together. Now the ability to create digital experiences and conversation landing pages is democratized—empowering our team to do better work and provide better prospect/customer experience.
The availability is pretty good, we do sometimes have errors or delays in syncing activities but nothing that has been too detrimental to our workflow. Most recently we had an issue with Lofting through Outlook due to a change in security token that took a few weeks to resolve but it is fixed now.
Yes timely and easy to use. The only delays we have are when we run our big month sales blitz and activities take some time to sync to the reporting as well as SalesForce
The support team was very responsive but at the end of the day they took a long time to fix our issue. The issue did get fixed, though, so that is what matters. Very nice people who are there to help in any way they can.
We had some virtual training with our CSM which was very well constructed. It took some time to get into the full swing of things but with a few weeks of hands on experience I was feeling confidant. The SL team was always available to answer questions or jump an a call to walk us through stuff. I also used the Customer Help Center for a few self guided learnings on how to use specific features related to reporting and team management.
We've had to return to ZoomInfo Engage, since High Velocity Sales hasn't worked out for us. 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. Engage is not a great program either, but the simpleness has made it more effective for our current use case.
Salesloft Rhythm (BDR/SDR home screen) provides a landing page where all the prioritized work is queued for immediate execution. The UX is clean and the only other elements is a stream of activity indicating prospects interacting with content (e.g. clicking a link in an email). My experience with other tools was that their "home" pages had a dozen icons and it was confusion for someone new to the platform to figure out where to go to work on the next item.
Seen a 200% increase in productivity from our SDR team.
We now have robust data about when the best times to call are and can focus our power hours around those.
We now have an audit history around our emails sent and can dive in and make small changes to templates and snippets to continuously increase our open and click rates.
