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The Salesvue CRM platform ensures you are kept fully up to date with reports and graphs by seamlessly integrating with your Salesforce account. You can choose what data and information you would like your Salesvue application to display from your Salesforce plan and also create bespoke data sheets and findings based on your needs. All Salesvue data can then be exported and downloaded for further assessment or fed into graphs and charts.
Typical customers
Platforms supported
Support options
Training options
Starting from
5000
Per year
Starting from
350
Per month
Other
Value for money
4.6
/5
18
Starting from
5000
Per year
Value for money contenders
Functionality
4.2
/5
18
Total features
31
4 categories
Functionality contenders
Overall Rating
4.7
/5
18
Positive reviews
100
%
12
6
0
0
0
Overall rating contenders
Wendy E.
Education Management, 201-500 employees
Used daily for 1-2 years
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I really appreciate that our reps have this tool. I know it has allowed us to prospect and stay on top of multiple leads across multiple campaigns.
It allows the reps to automatically manage their prospecting campaigns by creating follow up tasks for them. The reps benefit by using pre-made templates that they can select from. It especially helps the reps that are not good about creating tasks on their own and ensures everyone is doing multiple touches.
I think the issue is with my own company, but frequently there are issues between our Salesforce synching with Salesvue activities. Sometimes the activities that the reps do are not showing up in our Salesforce. We need to get both companies involved to fix this. I wish that there was not these synching issues.
Thank you for your review of our product. We are always looking for great feedback. Salesvue is a Native Salesforce.com application so no syncing is taking place. We do, however, rely on Salesforce Jobs to run in a timely manner. If you have examples of activities that are not being recorded, in real time, we would love to look at those and provide feedback and solutions.
Vanessa P.
Information Technology and Services, 51-200 employees
Used daily for 2+ years
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Salesvue has the BEST customer service. They are responsive, quick to remediate and are always willing to help.
Salesvue helps my SDRs stay organized with their tasks.
The plan building functionality is clunky.
Kurt C.
Computer Software, 51-200 employees
Used weekly for 1-2 years
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It works inside of Salesforce and provides detailed reporting.
Plan/cadence builder and end user UI isn't fluent
Thank you for your review. We value your feedback. Our development team has started our plan builder overhaul, expected to be released fall 2020. We are lucky to have a top notch client success team and we're thrilled you see their continuous efforts to help our clients, like you, succeed.
Patrick K.
Information Technology and Services, 201-500 employees
Used daily for 2+ years
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Very good product overall, could use a couple of tweaks in specific places but nothing major.
Very easy to administer this product, can flip tasks easily, setup cadences, and workflows around it.
Involves some APEX code which Im not too familiar with but learning and will have to learn eventually.
Kelsey M.
Entertainment, 201-500 employees
Used daily for 2+ years
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Everything with Salesvue as a daily user has been great! We enjoy the program and I'm happy we made the transition to take advantage of this software.
This software allows for a streamlined process for individuals to efficiently get work done! It's great to help keep accounts and notes organized. As a daily user of this software, it's user-friendly and helpful to pull reports without going to administrators for those needs.
I do not feel as if any part of integration was difficult, as once we were trained in the program we were able to effectively work right away. I believe the program is overall easy to learn and has many benefits to launch campaigns and track needs for accounts.