KK
Katie K.
Director, Investments
Small-Business (50 or fewer emp.)
"Great experience for Fundamental Income"
5/5
What do you like best about Salesvue?

We recently signed on with Salesvue and have had a wonderful experience. Everything from the initial demo with Adam, to the onboarding with Nicole and team has been seamless. They tailor every conversation to our company and understand our specific needs. They have been able to address our pain points with specific solutions and guide us through the process. It's a powerful tool and we've only just begun to scratch the surface of its capabilities! Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

I have not found anything to note that I dislike. Review collected by and hosted on G2.com.

Verified User in Financial Services
IF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Exciting potential"
4/5
What do you like best about Salesvue?

Our support team, led by Adam T., has been invaluable in the successful launch of Salesvue and in showing us new analytical data points. Their vision and roadmap of Salesvue are truly exciting. Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

Improvements to the reporting functionality would be welcomed. Integrating with the SF objects and OOB reports would allow for a more seamless and concise analysis. Review collected by and hosted on G2.com.

RL
Rick L.
Mid-Market (51-1000 emp.)
"The best sales tool"
5/5
What do you like best about Salesvue?

I have been and the industry for over 20 years and in my opinion Salesvue is the best sales tool I've ever worked with. The tool allows us to stick to a specific sales follow up process. It's also straightforward to add and remove members from a particular plan of follow-up, which gives us great flexibility. Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

It takes a little getting used to but once you do it's wonderful Review collected by and hosted on G2.com.

Verified User in Staffing and Recruiting
US
Verified User in Staffing and Recruiting
Mid-Market (51-1000 emp.)
"Salesvue provides an incredibly efficient and easy way of road mapping a BDRs call campaign."
5/5
What do you like best about Salesvue?

The largest upside of Salesvue is how easily it organizes your call campaign for you, enabling the rep to focus time on other things. Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

Not many downsides of Salesvue, the only one would be the number of clicks it takes to complete a task. But that is nothing serious to complain about. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Easy to use sales engagement platform that sit inside Salesforce!"
5/5
What do you like best about Salesvue?

Salesvue allows sales reps to be more efficient, work inside Salesforce and not have to leave it. Easy to set up and easy to use. White glove, hands-on client success team that is easy to reach and provides quick follow-up. Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

We are a newer user, no issues. I am sure we will have some add-on requests as we continue to use the software. Salesvue has shown the initiative to want to work with its customers and continue to improve the software. I also have direct communication with the Owner of Salesvue, and that relationship also provides a confidence level of success as we continue to use the platform. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
EI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"If you're on Salesforce Profesional stear clear"
0/5
What do you like best about Salesvue?

Honestly nothing. It's been a big disappointment for us. The only thing I could say I like is our customer success rep Nicole is nice and tries hard. Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

When we were sold we were told it could automatically enroll leads from salesforce into cadences. While this may work on other versions of salesforce it doesn't work in the Professional edition. After several months of trying to find a workaround, we asked to cancel and receive a prorated refund. We were told we need to upgrade our salesforce license, when we declined they told us none of their competitors would let us out of a contract so they were not going to release us with any refund for the year. Review collected by and hosted on G2.com.

Response from Nicole Fletcher of Salesvue

I am the Nicole mentioned above. I began working with this client at the beginning of the year. I worked with this team and enjoyed our working relationship very much. 6 months into successfully using Salesvue the team wanted automation to automatically push leads into Salesvue plans. Unfortunately, the functionality doesn't exist in Salesforce Professional Edition. Automation functionality resides in Salesforce Enterprise edition, which most successful companies use. We explained this was not a limitation of Salesvue but a limitation of the limited version of Salesforce they were using. I am disappointed that this ultimately made them look into other solutions outside of Salesforce and not renew their annual agreement.

Salesvue is very proud of the product we deliver to customers, but we are limited to the functionality that Salesforce makes available in their various editions. I hope this helps anyone that does have professional edition.

BM
Brendan M.
Internal Sales Manager
Mid-Market (51-1000 emp.)
"Consistent SalesVue Success"
5/5
What do you like best about Salesvue?

SalesVue provided my team with a process to utilize best practices. It is an intuitive system that helps organize sales activities, pushing the most important to the top. My team has started seeing the rewards of SalesVue reaching engaged clients that are more likely to do business with us. The success stories have been rolling in! Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

It does require some change management, but that is a manageable process. Review collected by and hosted on G2.com.

AW
Alex W.
Internal Wholesaler
Mid-Market (51-1000 emp.)
"Woerner - Salesvue Review"
4.5/5
What do you like best about Salesvue?

Salesvue helps structure my day-to-day work. It's encouraging me to become a much more proactive salesperson. Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

It can be a but glitchy when running inside of SalesForce Enterprise. Sometimes have to kill the program and restart it to make it run smoothly again. Review collected by and hosted on G2.com.

Pete K.
PK
Pete K.
Chief of Staff
Small-Business (50 or fewer emp.)
"Salesvue is a True Native Integrated Sales Cadence Tool for Your Salesforce CRM"
5/5
What do you like best about Salesvue?

I like having our sales team live in salesforce and go from updating the contact/lead information to the next task as one seamless action. All the settings, details, lead data, email templates, etc., are all visible in the same window. Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

Anyone that is familiar with Salesforce knows how important it is to get it set up correctly. This comes into play with Salesvue as well. The effectiveness of your Salesvue cadence will heavily weigh on how well your salesforce instance is set up. If you have some things to fix, no worries because the Salesvue implementation team is incredible! They were able to walk my team and me through every step to make sure we had everything set up the way we wanted. Review collected by and hosted on G2.com.

Sam W.
SW
Sam W.
BDR
Small-Business (50 or fewer emp.)
"A more natural transition through the sales org"
4/5
What do you like best about Salesvue?

The natural integration with Salesforce. AEs live more comfortably in SFDC than BDRs typically do, and as I transition from BDR to AE, I know that I'll be able to stay on top of prospecting. Many AEs don't do the prospecting they should simply because they're not familiar with their outbounding tool. This hurts their pipeline and keeps them dependent on inbound leads. With Salesvue, I'll be prepared to fill my pipeline on day 1. Review collected by and hosted on G2.com.

What do you dislike about Salesvue?

The analytics reporting is a little rudimentary. Review collected by and hosted on G2.com.