Salesvue Reviews & Product Details

Salesvue is the easiest to use and most powerful Salesforce® native sales engagement platform. It gives sellers the playbook for their day, right inside Salesforce. Our desire to improve an inside sales team’s productivity through activity, automation, and insightful analytics led to Salesvue. While using Salesforce®, we identified the need for a workflow automation application that delivered efficient communication, visibility and accountability across the entire sales cycle and the organization. Using a Salesforce-native platform allows sales teams to work more efficiently within one software, ensures the most comprehensive and up-to-date sales pipeline analytics, and makes it easy to automate and scale processes to grow revenue.

Seller

Salesvue

Discussions

Salesvue Community

Languages Supported

English

Solution Type

Best-of-Breed

Overview by

Nicole Fletcher

Pricing

Pricing provided by Salesvue.

Basic

$5,000.00

Per Year

View More Pricing Information

Top-Rated Alternatives

View All Alternatives

User Insights

Average based on 51 real user reviews.

Implementation Time

3 months

Perceived Cost

$$$$$

Typical contract price

$0k - $0k

Per Year

Salesvue Integrations

(4)

Integration information sourced from real user reviews.

Salesvue Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is Salesvue, and what problem is it built to solve?

Salesvue is a sales engagement platform that integrates with Salesforce to help automate sales processes, customer interactions, and sales activity analysis. It includes automated cadences, analytics, and workflow automation to support sales pipeline management.

What languages does Salesvue support?

Salesvue supports 1 language: English.

What company sizes and industries is Salesvue the best fit for?

Salesvue’s clearest fit is among mid-market teams, with small-business and enterprise teams also represented. The industries with the strongest presence include:

Company size — Mid-market: 51–1,000 employees.
Company size — Small business: 50 or fewer employees.
Company size — Enterprise: More than 1,000 employees.
Industry — Financial services: A particularly visible segment.
Industry — Information technology and services, marketing and advertising, insurance, and entertainment or sports: Also represented among users.

How long does it take to implement Salesvue across a team?

Implementation timelines vary, but getting live in less than a month is the most common reported experience, followed by one to three months. Longer implementations are also reported.

Time to go live	Relative frequency
Less than 1 month	Most common
1–3 months	Next most common
3–6 months	Less common
6–12 months	Occasional

What customer support options does Salesvue provide, and how do users find the overall support experience?

Salesvue provides email/help desk support, phone support, and a knowledge base. The support experience is often described as hands-on, responsive, and helpful during onboarding and ongoing use, though some users have encountered delays or felt especially reliant on a particular contact for help.

What tools and platforms does Salesvue integrate with, and how do these integrations help users get more value from the product?

Salesvue offers 4 integrations, with Salesforce central to the way users describe working with the platform. The listed integrations span CRM, document and form tools, and sales enablement:

CRM: Salesforce Platform
Forms and documents: Formstack Forms and Formstack Documents
Sales enablement: Seismic Enablement Cloud

Salesforce integration lets teams manage prospect records, cadences, and sales tasks in the same workspace, helping reps avoid switching between systems and keeping activity connected to their existing workflows.

G2 reviews are authentic and verified.

Here's how.

Brian B.

Manager, Sales Development

Enterprise (> 1000 emp.)

11/17/2021

"Client Success - Nicole Fletcher"

4.5/5

What do you like best about Salesvue?

When coming on board Cincinnati Bell, I knew it would be a challenge to implement a sales automation tool. It would have been impossible without the help of Nicole Fletcher, our dedicated CSM. What sets Salesvue apart from the competition is her. She has been hands-on in the process and turned a difficult situation into a scalable solution. Nicole has been a rockstar and so essential to the success of our sales organization. We are now starting to see the power of Salesvue due to her help and dedication. Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

Salesvue continues to expand on its product offerings and I look forward to some of the reporting features on the horizon. Review collected by and hosted on G2.com.

Todd D.

Senior Vice President / Director of Client Service

Mid-Market (51-1000 emp.)

2/25/2022

"Happy Customer!"

5/5

What do you like best about Salesvue?

SaleVue creates an effective and efficient system and process for both growing our business and servicing our clients. It's relatively easy to use and perfectly integrated into SalesForce. Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

It took a little while to learn the ins and outs of the system. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

1/6/2022

"Not customizable"

1/5

What do you like best about Salesvue?

Setting up the cadence of your emails and calls is helpful Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

In my opinion, salesvue is unfortunately not very customizable when trying to create your own email or call campaigns. Individual users are not able to make customizations, only management is. This is helpful for management however management often does not know how to structure something perfectly for every individual sales rep. Review collected by and hosted on G2.com.

Recommendations to others considering Salesvue:

Make sure to thoroughly vet what you are using salesvue for. If you are looking for a blanket solution to an entire salesforce, this could be a great solution. If you are looking for something that is customizable I would look elsewhere Review collected by and hosted on G2.com.

What problems is Salesvue solving and how is that benefiting you?

We used salesvue to assist with creating a more formalized cadence of cold and warm outreach to customers Review collected by and hosted on G2.com.

Response from Bailey Witt of Salesvue

edit

Hi there, we're happy you're finding cadences with calls and emails to be helpful. To your point about customization, we have designed the system for Salesvue customers to implement consistent, scalable sales processes across sales teams using best practices. Allowing individual reps full customization is not always the most effective strategy. Rest assured, Salesvue can be configured to allow as much or as little of this personal configuration as is desired. It is up to management's discretion to choose customization permissions. We would encourage you to share some feedback with your manager for how you would like to structure your cadence or request to be able to customize emails. Feel free to reach out to our client services team for any help as well.

Taylor B.

Small-Business (50 or fewer emp.)

Originally submitted 6/18/2020

"Great for Sales Reps & Admins"

5/5

What do you like best about Salesvue?

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.

What do you dislike about Salesvue?

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.

Recommendations to others considering Salesvue:

This is a great product if you are looking to organize and your campaigns. The company appears to have great support reps if you hit roadblocks and you do not have to be an expert to setup! Review collected by and hosted on G2.com.

What problems is Salesvue solving and how is that benefiting you?

We utilize Salesvue to track and log activity with our customers and prospects. This gives us visibility on where we are successful in converting sales wins and where we need to focus on losses. We have seen the added benefit of ownership of accounts with this visibility into the data for our full sales team! The help and readiness of the Salesvue staff is also greatly appreciated; our sales rep is awesome!! Review collected by and hosted on G2.com.

Verified User in Legal Services

Mid-Market (51-1000 emp.)

11/10/2021

"The best option for Salesforce users!"

5/5

What do you like best about Salesvue?

The most approachable tool for AE's because it's native to Salesforce and easiest to use. It doesn't require them to learn a new tool like an Outreach or Salesloft. One more thing would be the onboarding/setup and our ability to have the tool up and running within a couple weeks because we are just enhancing our Salesforce experience. Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

One of the things they are working on that is not currently available is the outlook calendar integration. I understand that will be available soon. Review collected by and hosted on G2.com.

Verified User in Education Management

Enterprise (> 1000 emp.)

11/23/2021

"Decent Software- still some areas for improvement"

3.5/5

What do you like best about Salesvue?

The ability to have a clear way to manage customer communication/lead cadence. Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

This doesn't have the best user interface, and the setup is a little complex. For us to manage this we have a admin manage the creation of all plans, since our sales team doesn't understand plan creation. Review collected by and hosted on G2.com.

Nathan M.

Sales Manager

Small-Business (50 or fewer emp.)

4/2/2021

"Sales Engagement and automation benefits without leaving Salesforce"

5/5

What do you like best about Salesvue?

What I like most is not having to work in multiple systems or rely on a sync to get automation benefits. It's made Salesforce more than just a contact database, now I'm using it to drive my day. In doing my homework I realized users of the 3rd party platforms have numerous syncing and data mapping issues and many users find it inefficient to live in both Salesforce and an engagement tool. Staying inside of Salesforce solves this problem. Also, loved working with our sales rep Adam Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

A lack of sms capability but we understand that is being rolled out very shortly. Review collected by and hosted on G2.com.

Recommendations to others considering Salesvue:

You are missing out by not using this product Review collected by and hosted on G2.com.

What problems is Salesvue solving and how is that benefiting you?

We were in the market for a sales engagement solution and initially looked at Outreach and Salesloft. In doing our research we came across Salesvue and became aware that we can get the same benefits all inside of Salesforce. If you're wanting to become more efficient in your prospecting and account management while getting more value out of Salesforce you need Salesvue. Review collected by and hosted on G2.com.

Jamie B.

Mid-Market (51-1000 emp.)

6/10/2020

"Get a ton more done each day"

4.5/5

What do you like best about Salesvue?

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.

What do you dislike about Salesvue?

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.

Recommendations to others considering Salesvue:

Spend the time to have your current and desired process nailed down before you start building. This makes everything easier no matter what tool you are using. Review collected by and hosted on G2.com.

What problems is Salesvue solving and how is that benefiting you?

We increased our call volume significantly and have been able to ensure that everyone is getting follow up that is consistent across our whole team. Review collected by and hosted on G2.com.

Response from Nicole Fletcher of Salesvue

edit

We all know how challenging it can be when integrating systems. We’re glad you have had a positive experience and your team feels the efficiencies of strategically tackling each task. What a great recommendation to nail down your process before automating.While some teams might have a process defined or still figuring it out, you’ll find it easy to identify gaps and redefine as you go when implementing Salesvue. It doesn’t have to be perfect to get started.

Nick K.

Sr System Admin

Mid-Market (51-1000 emp.)

6/9/2020

"Great Tool to Automate Tasks and Cadences"

4.5/5

What do you like best about Salesvue?

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.

What do you dislike about Salesvue?

The processing delay between adding an 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.

Recommendations to others considering Salesvue:

Make sure you have internal requirements mapped out beforehand, as thorough as possible Review collected by and hosted on G2.com.

What problems is Salesvue solving and how is that benefiting you?

With the native SFDC reporting that can be run off of Salesvue tasks, we can enforce our response times with our sales team and reduce the number of QLs that go untouched. With Salesvue being native, we are able to make SFDC the main hub where reps work in, allowing us to better optimize their work flow Review collected by and hosted on G2.com.

Response from Nicole Fletcher of Salesvue

edit

Thank you for your comments. Integrations can be challenging! If you have specifics on how we can make this better, please let us know. We’re happy to work with you to better the experience for all.

Tim S.

Mid-Market (51-1000 emp.)

6/18/2020

"Salesvue has changed the way we use Salesforce!"

5/5

What do you like best about Salesvue?

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.

What do you dislike about Salesvue?

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.

Recommendations to others considering Salesvue:

Go for it, you will not regret it! Review collected by and hosted on G2.com.

What problems is Salesvue solving and how is that benefiting you?

It helped us organize our outreach plan better and assured our reps were connecting with our clients and prospects when we wanted. Its helped our Directors know exactly where we stand with campaigns with the helpful dashboards. Review collected by and hosted on G2.com.