Salesvue Reviews & Product Details

Salesvue is a a great tool for our sales staff to organize their communications with current and prospective customers. It allows you to add a person or business to multiple campaigns at once giving you the flexibility a real sales team needs! Review collected by and hosted on G2.com.

Trying to find the nitty gritty reporting you may need is a bit difficult but the help of the Salesvue rep that is given to you makes everything within your grasp! Review collected by and hosted on G2.com.

Your team no longer has to think about what to do next and with whom. Your team can execute very complex follow up without needing to keep a million things straight in their head because you can set up the cadence and your team simply sees a new task at the right time. The interface allows reps to see everything that is on their plate in one view and provides context around each task they are given. Review collected by and hosted on G2.com.

Might conflict with other processes in Salesforce, but that's not confirmed. Also, the reporting is currently a bit opaque. Review collected by and hosted on G2.com.

Easy to create cadences and auto add to cadences using declarative automation. Tasks can be reassigned easy enough as needed. Makes managing cadences easy and allows for SFDC admins to be able to focus on other parts of SFDC as needed.

With Salesvue, it is easy to enforce no overdues and keep reps accountable for following up with what has been deemed important. The releases made in the past two years really have helped Salesvue become more ingrained in our org. Review collected by and hosted on G2.com.

The processing delay between adding a entity to plan and having it appear can be a little longer than desired. Did take some effort to ensure that auto add and auto remove from plan cooperated with the rest of the automation we had in SFDC. Easy for any admin to install and set up but does take some advanced SFDC knowledge to get the best out of Salesvue. Review collected by and hosted on G2.com.

The most helpful thing about Salesvue is it keeps our sales and service reps on track with their touch points and its incredibly simple to use. We can fully customize any cadence to fit the needs of the campaign we are working to achieve. Review collected by and hosted on G2.com.

The only downside is creating plans can be a bit tedious and takes some time to put them together. Review collected by and hosted on G2.com.

You are able to put leads into a plan that will automatically email them. Review collected by and hosted on G2.com.

You have to manually take leads out if you get an email from them. Review collected by and hosted on G2.com.

I have the ability to track my performance in an organized way. This helps me be efficient in what's working for myself and others. As well as what may not be working in my position. Review collected by and hosted on G2.com.

There are quite a few ways/buttons to click to make things easier/more organized that I didn't even know about until a few months in and still learning! Review collected by and hosted on G2.com.

I came into our company in a liaison role and using Salesforce as more of an admin. Once we decided to build up our internal sales capacity, I began researching sales automation and workflow apps to help brand new sales reps stay atop our processes. It came down to Salesvue and another company, and Salesvue had a leg up, having briefly worked in our org previously and was committed to helping us succeed from the very beginning.

Once we got started, support has been second to none. Not only have we collaborated on building our plans, but the client success team has been willing to go the extra mile to answer related questions and help us optimize our org overall. We look forward to continuing to work together! Review collected by and hosted on G2.com.

We have no complaints with Salesvue as our sales engagement platform in Salesforce. Review collected by and hosted on G2.com.

Salesvue makes it easy for me to keep track of all of my outbound sales efforts with little to no hassle on my end. The cadences keep me on top of all my calls, emails, and touch points. I like that I can stay consistent and efficient in all aspects of my sales process. Review collected by and hosted on G2.com.

There's not much to dislike, especially because we have a great team helping us with any functionality issues. Review collected by and hosted on G2.com.

The ease of use for users and admins. Whether users are pulling are navigating through a sales cadence or admins are creating reports and dashboard, all processes are streamlined and simple. The organization it offers users is great. Also, the ability to have up to the second information available in dashboards to users is very convenient. Review collected by and hosted on G2.com.

The loading time for reports can be long. Some of the loading screens can take a couple seconds to transition to the next screen. Review collected by and hosted on G2.com.

Fast responses to questions, great CS team! Review collected by and hosted on G2.com.

Certain reporting was unavailable in the beginning, but Salesvue has actually built that out because of our org's request for it. Review collected by and hosted on G2.com.

I love that Salesvue helps keep all accounts organized and easy to review with customizing their important information. It's very useful to be able to customize needs based on what is most helpful to everyday users (such as representatives). I use this product daily and love that it helps make work very efficient and quick to navigate. Review collected by and hosted on G2.com.

I don't have any dislikes with Salesvue. It's a great product that I use daily within my position. Review collected by and hosted on G2.com.

SalesVue works inside of Salesforce.com, no separate app or plug-in required and has very detailed reporting to track and analyze email campaigns. Review collected by and hosted on G2.com.

Template editor and plan builder are in separate places. Creating a campaign takes a few extra steps. Review collected by and hosted on G2.com.

The availability to have multiple plans running at the same. Being able to build out plans any way you'd like with as few or as many tasks as you'd like. Review collected by and hosted on G2.com.

The reporting capabilities aren't the best (for our firm), making it somewhat tricky for us to track the results we need. We have talked about this with Salesvue and they are working on some reporting capabilities which is great! Review collected by and hosted on G2.com.

Salesvue's native SFDC integration allows for an easy to use platform for organizing prospecting activities. Their customer service is like no other. Our Acct Manager is responsive, knowledgeable and always helpful. Review collected by and hosted on G2.com.

The prospecting plan builder can be somewhat clunky. Salesvue is in the process of revamping this feature. Logging social media tasks in a cleaner way would be great. Review collected by and hosted on G2.com.

The ability to work with our SalesVue rep to tailor the tool to our needs. Review collected by and hosted on G2.com.

Nothing. For any gap we've found in functionality, we've always been able to get support from the SalesVue team to make things work in the way we need. Review collected by and hosted on G2.com.

I love that I can take time to add prospects to plans that have been created. Once I have them loaded, I just click on the current activity I'm ready to start and knock out my tasks. Salesvue allows me to efficiently do related tasks by grouping them together, saves a ton of time. Once we got Salesvue set up for how our team prospects, it has been a game changer. Review collected by and hosted on G2.com.

I haven't found much I dislike about using it. However you will need to evaluate if you're prospecting matches the way Salesvue is designed to work. For example, I haven't found a smooth way to do account based prospecting with it. It works great when you're reaching across many accounts though. Review collected by and hosted on G2.com.

It made it very easy and organized for the SDR team to contact prospects and allowed us to break down specific leads into different plans so they can tailor their pitches accordingly. Also the support was fantastic our rep was available to train all our new SDRs as they came in. Review collected by and hosted on G2.com.

The appointment tool had some kinks at first. It was a rather painful experience but it was sussed out fairly quickly. The mass emails are great but could look better. The call recording feature could definitely be improved. Review collected by and hosted on G2.com.

Easy to use interface. Sorting features make it easy for reps to structure their day Review collected by and hosted on G2.com.

The reporting. It was next to impossible to pull historic campaign performance info. Even pulling reports in real-time proved to be way more cumbersome than their competitors. Review collected by and hosted on G2.com.

There isn’t much I like about it. The only benefit I see is that my team didn’t complain about using it. Team asked for features like integrated email and email metrics insights that are not provided. Generally, it is easy for the team to log results but those features don’t really drive very much tangible efficiency gain. Review collected by and hosted on G2.com.

The reporting is terrible. We ended up using purely SFDC dashboards for sales insights. The reporting structure was so complicated and it was not without effort. Our account rep was very nice and came to our office several times (3-4) over 2 years to show our team. Multiple team members reviewed it and it still didn’t help. Even our SFDC admin was involved in some of those and he is magical when it comes to SFDC and it was still nearly impossible. Email integration is poor so the team gets no benefit of insights from email delivery. What they claim as value with tab integration is actually easier with other solutions that use a Chrome extension over SFDC. Review collected by and hosted on G2.com.

Salesvue is very helpful when it comes to guiding the leads and contacts through the sales process. Review collected by and hosted on G2.com.

They are lacking some key add ons when it comes to streamlining the process Review collected by and hosted on G2.com.

The service! The service that we have received from this group has been absolutely amazing. Not only are they quick to respond to my all of my questions, they have built a number of custom solutions to give us exactly what we are looking for. I had to roll out our new plans to our sales reps on a Monday following a holiday weekend and ran up against a problem that Sunday evening. I emailed our client success manager fully anticipating to not hear back until the following day, but sure enough less than 2 hours later he responded with the answer. We have also requested items that in our minds were out of the realm of possibility, but the team at Salesvue was not only willing to try and find a solution, they usually find one and build it for us. The tool works great, straightforward process to build out the plan cadences. We like that it is native to Salesforce and that we can add email templates to specific tasks, but also that they can be customized by the end user. All in all, there might be other automation tools that compare on functionality, but it would be hard to find better service than this group. And if you are the Admin building plans, you'll want/need a group that is helpful and responsive. Review collected by and hosted on G2.com.

I don't think this is a dislike as it is user error on my part, but the system allows for so much customization that at times it can be overwhelming. We have developed a very elaborate connection of plans/results that can be difficult to keep up with. Review collected by and hosted on G2.com.

Plans - the activities are all inside of SFDC and sync seamlessly. Lists are pulled from Lead list in SFDC. Review collected by and hosted on G2.com.

There is not much to dislike - if you are a BDR or BDR Manager this is the tool for you. Review collected by and hosted on G2.com.

I love how the Salesvue team understands us and our needs. They took time to learn our process and work with us to build a system that works for us. Review collected by and hosted on G2.com.

Don't have anything I really dislike or can thinking about. Review collected by and hosted on G2.com.

I love that it's easy to use! It allows me to be smart about data segmentation, campaign cadence structure and A/B testing for smarter selling. Review collected by and hosted on G2.com.

The user interface (in the classic version) is a bit boring- could be more aesthetically pleasing, but honestly the pros outweigh the boring user interface. Review collected by and hosted on G2.com.

Great way to increase cadence in your outbound sales team Review collected by and hosted on G2.com.

Hey I haven't used it long enough to find something i dislike Review collected by and hosted on G2.com.