Salesvue

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.

Salesvue helps my SDRs stay organized with their tasks.

The plan building functionality is clunky.

It works inside of Salesforce and provides detailed reporting.

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

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.

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.