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.

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.

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.

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

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

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.

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.

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.

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.

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

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.

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.

A lack of sms capability but we understand that is being rolled out very shortly. 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.