Salesforce Sales Engagement Reviews and Ratings

Rating: 4.4 out of 10

Score

4.4 out of 10

Community insights

TrustRadius Insights for Einstein High Velocity Sales are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

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.

Reviews

6 Reviews

Hopefully, it will get better soon

Rating: 4 out of 10

Incentivized

June 16, 2023

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.

Likelihood to Recommend

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.

Ashley Linn

Sales and Marketing Specialist in Marketing at Cutsforth, Inc (51-200 employees)

Vetted Review

1 year of experience

View profile

Falling short of other outreach tools

Rating: 1 out of 10

Incentivized

May 5, 2022

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.

Likelihood to Recommend

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

Verified User

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

Vetted Review

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

Rating: 1 out of 10

Incentivized

September 13, 2021

Use Cases and Deployment Scope

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.

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

Likelihood to Recommend

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.

Verified User

Contributor in Sales (501-1000 employees)

Vetted Review

1 year of experience

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

Rating: 10 out of 10

Incentivized

June 24, 2021

Use Cases and Deployment Scope

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.

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.

Likelihood to Recommend

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.

Verified User

Representative in Sales (1001-5000 employees)

Vetted Review

1 year of experience

Ok, but still room for improvement

Rating: 8 out of 10

Incentivized

May 29, 2021

Use Cases and Deployment Scope

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.

Pros

One click function with automatic call logging.
Creating dashboards and populating reports is easy.
Easy to roll out new cadences and to quickly adjust.

Cons

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.

Likelihood to Recommend

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.

Verified User

Engineer in Engineering (1001-5000 employees)

Vetted Review

2 years of experience

Great Salesforce Product

Rating: 10 out of 10

Incentivized

May 28, 2021

Use Cases and Deployment Scope

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.

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

Likelihood to Recommend

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

Mark McEvoy

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

Vetted Review

1 year of experience

View profile

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

Rating: 1 out of 10

Incentivized

September 13, 2021

Use Cases and Deployment Scope

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.

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

Likelihood to Recommend

Verified User

Contributor in Sales (501-1000 employees)

Vetted Review

1 year of experience