Salesvue Features

Salesvue

Sales automation software native to Salesforce

4.71/5 (17 reviews)

Competitor Feature Comparison

Auto-Dialer
Business Process Automation
CRM
Calendar Management
Call Management
Campaign Management
Charting
Collaboration Tools
Communication Management
Contact Management
Customer Database
Customization
Email Marketing
Field Sales Management
For Sales Teams/Organizations
Goal Management
Lead Generation
Lead Management
Meeting Management
Monitoring
Opportunity Management
Performance Management
Performance Metrics
Prospecting Tools
Real Time Reporting
Reporting/Analytics
Sales Activity Management
Sales Automation
Sales Onboarding & Training
Sales Pipeline Management
Sales Reports
Strategic Planning
Territory Management
Workflow Management
Learn moreCompare App
Auto-Dialer
Business Process Automation
CRM
Calendar Management
Call Management
Campaign Management
Charting
Collaboration Tools
Communication Management
Contact Management
Customer Database
Customization
Email Marketing
Field Sales Management
For Sales Teams/Organizations
Goal Management
Lead Generation
Lead Management
Meeting Management
Monitoring
Opportunity Management
Performance Management
Performance Metrics
Prospecting Tools
Real Time Reporting
Reporting/Analytics
Sales Activity Management
Sales Automation
Sales Onboarding & Training
Sales Pipeline Management
Sales Reports
Strategic Planning
Territory Management
Workflow Management
Learn moreCompare App
Auto-Dialer
Business Process Automation
CRM
Calendar Management
Call Management
Campaign Management
Charting
Collaboration Tools
Communication Management
Contact Management
Customer Database
Customization
Email Marketing
Field Sales Management
For Sales Teams/Organizations
Goal Management
Lead Generation
Lead Management
Meeting Management
Monitoring
Opportunity Management
Performance Management
Performance Metrics
Prospecting Tools
Real Time Reporting
Reporting/Analytics
Sales Activity Management
Sales Automation
Sales Onboarding & Training
Sales Pipeline Management
Sales Reports
Strategic Planning
Territory Management
Workflow Management
Visit WebsiteCompare App

Salesvue Feature Reviews

14 reviewers had the following to say about Salesvue's features:

Ellie K.

Ellie Klemsz Review

2020-06-16

Overall I have enjoyed my experience with Salesvue, and I am appreciative to my organization and our amazing Salesforce administrators who are constantly helping us to better understand Salesvue and its functionalities. A sales job can be intimidating because there is a lot of information you need to keep track of, but Salesvue keeps me organized without stressing me out.

Pros

When starting my career with the Pacers I was nervous about learning to use a sales platform, but Salesvue cadences are easy to follow, and they make my job more efficient.

Cons

I also wish there was a feature to better alert the user when they have a follow-up scheduled with a contact/account.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kelsey M.

Great product to help with efficiency!

2020-06-15

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.

Pros

As a daily user of this software, it's user-friendly and helpful to pull reports without going to administrators for those needs.

Cons

I believe the program is overall easy to learn and has many benefits to launch campaigns and track needs for accounts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kurt C.

Works inside of popular CRM

2020-06-17

Pros

It works inside of Salesforce and provides detailed reporting.

Cons

Plan/cadence builder and end user UI isn't fluent

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Salesvue


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.

Read more
Debra T.

SalesVue to stay organized.

2020-06-22

Salesvue has been a great asset to keeping me organized and I can't imagine how I would support my team without it.

Pros

This consistency has improved my connect metrics. The reports function is very user friendly allowing me to track completed tasks and create dashboards for presentations.

Cons

I would like the ability to apply a "delayed delivery" option to my emails for strategic delivery.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Clayton H.

Organized & User-Friendly

2020-06-22

Pros

The ability to build custom pathways for specific lead categories and the flexibility within each "step" allow for a organized, targeted approach to the sales process.

Cons

Improved integration with mulesoft will allow for flow between Salesvue, Salesforce and TicketMaster.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Carly G.

Salesvue is user friendly, intuitive and helpful.

2020-06-22

Pros

Salesvue is integrated with our CRM (Salesforce).

Cons

We have been able to make strides in order to capture the data accurately, so that no matter where someone is looking the results are the same.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Wendy E.

SalesVue Review

2020-06-13

I know it has allowed us to prospect and stay on top of multiple leads across multiple campaigns.

Pros

It allows the reps to automatically manage their prospecting campaigns by creating follow up tasks for them.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Salesvue


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.

Read more
Rob B.

Salesvue for Consumer Ticket Sales

2020-06-18

Pros

I love how easy the reports are to implement and how accessible information is.

Cons

Since we have pivoted away from that software, we have had an easy time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nick K.

Good Task Automation Tool

2020-06-12

Has helped our org ensure that sales reps follow up on the leads marketing and sales managers want out reps to

Pros

Integrates right into SFDC and is used in SFDC itself.

Cons

Can take a while to configure results as you need to. Companies using Salesvue should have someone who knows the ins and outs well (should be SFDC Admin) to be able to unleash full potential

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Nate C.

Salesvue Review

2020-06-17

Pros

I've been using Salesvue my entire sales career at both companies I've been with, and the transition was painless.

Cons

There isn't really anything I don't like. Integration with Salesforce can get tricky depending on how your organization uses the two products, but in terms of accessibility and ease of use you've hit the mark.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Patrick K.

SB Review

2020-06-26

Very good product overall, could use a couple of tweaks in specific places but nothing major.

Pros

Very easy to administer this product, can flip tasks easily, setup cadences, and workflows around it.

Cons

Involves some APEX code which Im not too familiar with but learning and will have to learn eventually.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert N.

Salesvue @ PS&E

2020-06-23

So far, I have found that Salesvue is very easy to use, quick to learn with, and overall a great product for sales individuals

Pros

Cadances for outbound sales are set up easily to follow up with customers in an organized fashion.

Cons

Many times if a follow up has been set with a customer, and I am deep into completing lists of calls, I will forget about a follow up call. It would be nice if there was a prompt by Salesvue that notified me of a follow up so I would not have to check back while in the process of trying to go through a high volume of general calls.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jim D.

Salesvue user 2+ years

2020-06-12

Salesvue is a productivity tool for us - it allows my SDR team to get more done everyday and make sure that nothing slips thru the cracks.

Pros

The fact that everything integrates directly with Salesforce was a main driver for us choosing Salesvue.

Cons

Being able to easily build new plans is a little challenging - takes time to learn how to do it correctly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Justin J.

JJ's Salesvue Review

2020-06-26

Pros

Being able to categorize and filter leads accordingly is pretty simple.

Cons

Being able to determine when something is logged in Salesvue vs Salesforce.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more