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Salesforce Sales Engagement

Score4.4 out of 10

14 Reviews and Ratings

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What is Salesforce Sales Engagement?

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.

Categories & Use Cases

Reviews

What users are saying about Salesforce Sales Engagement.
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Hopefully, it will get better soon

Incentivized
Ashley LinnView profile
Sales and Marketing Specialist in Marketing at Cutsforth, Inc (51-200 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • 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)

Cons

  • 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.

Most Important Features

  • 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

Return on Investment

  • 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.

Alternatives Considered

ZoomInfo Engage

Other Software Used

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

Great Salesforce Product

Incentivized
Mark McEvoyView profile
Sr. Instructional Designer in Information Technology at UnitedHealth Group (5001-10,000 employees employees)

Pros

  • Ease of use
  • Ensured quality with embedded scripts
  • Data integrity

Cons

  • Font size; difficult for some to read
  • I am told certain “out of the box” elements cannot be changed

Most Important Features

  • Speed
  • Accessibility
  • Cost

Return on Investment

  • Reduced costs
  • Increased efficiency
  • Higher quality

Falling short of other outreach tools

Verified User
Account Manager in Sales (5001-10,000 employees employees)

Use Cases and Deployment Scope

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...

Pros

  • I'm not a fan of anything.

Cons

  • 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.

Most Important Features

  • I can send emails with it.

Return on Investment

  • 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.

Alternatives Considered

Yesware, Outreach and Salesloft

Other Software Used

LinkedIn Sales Navigator, ZoomInfo, Calendly

High Velocity Sales Stuck in 2nd Gear with Room to Rev

Incentivized
Verified User
Contributor in Sales (501-1000 employees employees)

Pros

  • 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

Cons

  • 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

Most Important Features

  • 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.

Return on Investment

  • 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.

Alternatives Considered

SalesLoft, Gong.io and Pipedrive

Other Software Used

Gong.io, Vidyard, Slack

"It's a brilliant piece of technology that's really useful"

Incentivized
Verified User
Representative in Sales (1001-5000 employees employees)

Pros

  • 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.

Cons

  • 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.

Most Important Features

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

Return on Investment

  • 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.

Alternatives Considered

HubSpot Sales Hub

Other Software Used

LeadIQ, Freshchat, Oracle CRM