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With so many different sales engagement software available, figuring out which is right for you is tough. You know you want your sales teams to engage with leads and customers in a more organized and strategic way but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different sales engagement tools with various teams and accounts, with my picks of the best sales engagement software.

Why Trust Our Sales Engagement Software Reviews?

We’ve been testing and reviewing sales engagement software since 2022. As revenue operation leaders ourselves, we know how critical and difficult it is to make the right decision when selecting software.

We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different RevOps use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our sales engagement software review methodology.

Tools Price
Dock From $49/person/month
monday CRM From $8/user/month (billed annually)
Guru From $10/user/month
Groove From $15/user/month
SalesHandy From $34/month
Assistive From $9/user/month
Upscale From $75/user/month
Customers.ai No price details
GetAccept From $25/user/month
Apollo From $49/user/month
Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

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How To Choose Sales Engagement Software

With so many different sales engagement software available, it can be challenging to make decisions on what tool is going to be the best fit for your needs.

As you're shortlisting, trialing, and selecting sales engagement software, consider the following:

  • What problem are you trying to solve - Start by identifying the sales engagement software feature gap you're trying to fill to clarify the features and functionality the tool needs to provide.
  • Who will need to use it - To evaluate cost and requirements, consider who'll be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be the revenue operation leaders or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all or speed for your sales engagement software power users.
  • What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM, or HR software. You'll need to decide if the tools will need to integrate together or if you can replace multiple tools with one consolidated sales engagement software.
  • What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare sales engagement software features until you’re blue in the face but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
  • How it would work within your organization - Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.

Best Sales Engagement Software Reviews

Here, you can find a detailed overview of each of the best sales engagement software that made it to my short list. I’ve added details on their best use cases and standout features and included a screenshot of the user interface to give you a sense of each platform.

Best for providing engagement analytics

  • Free plan available
  • From $49/person/month
Visit Website
Rating: 4.9/5

Dock is an all-in-one platform designed to enhance various aspects of business operations, with a strong focus on sales and customer onboarding. 

Why I picked Dock: As a sales engagement software, Dock stands out with its digital sales room and engagement analytics features. The digital sales room provides interactive, customized spaces that allow sales and revenue teams to engage with leads and nurture the customer journey. It offers personalized content, document sharing, embedded videos, and more.

Dock also offers engagement analytics that provide detailed insights into how potential buyers are interacting in your sales room. This helps teams improve deal forecasting and target leads that are more likely to close. Furthermore, once you close a deal, Dock offers a comprehensive onboarding feature with mutual success plan capabilities to keep your customer involved in the process, which can lead to better retention.

Dock Standout Features and Integrations

Features include customizable templates for standardized processes, custom branding, pricing and order forms, buying signals, dynamic action plans, a flexible workspace editor, secure sharing, and digital signature collection capabilities.

Integrations include irtable, Pandadoc, Typeform, HubSpot, Salesforce, Slack, Zoom, and more.

Pros and cons

Pros:

  • Onboarding success plans for better retention
  • Standardized templates that are customizable to your needs
  • Insights into engagement within sales rooms

Cons:

  • HubSpot and Salesforce integration only available on higher-tier plans
  • Learning curve for users unfamiliar with sales rooms

Best for customizable automations for your sales pipeline

  • 14-day free trial
  • From $8/user/month (billed annually)
Visit Website
Rating: 4.7/5

Monday sales CRM is a fully customizable tool that centralizes client communication, automates sales processes, and provides a full overview of each deal.

Why I Picked monday sales CRM: monday sales CRM offers high customizability and user-friendly interface, which allows sales teams to centralize all their activities in one place. What makes it different is its extensive automation capabilities and customizable dashboards, which provide a comprehensive overview of sales processes without the need for extensive technical knowledge.

Monday sales CRM is best for customizable sales automation because it empowers teams to tailor the platform to their specific sales cycle needs. Its low-code/no-code framework means that even those without development skills can easily automate repetitive tasks and visualize data in a way that makes sense for their business, making it a versatile tool for managing sales engagements.

monday sales CRM Standout Features & Integrations

Features include lead and contact management, customizable pipelines, sales automation, performance tracking, integration with various tools, advanced reporting and analytics, email tracking and synchronization, task and project management, mobile app support, and customizable templates and forms.

Integrations include Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier.

Pros and cons

Pros:

  • Advanced reporting and analytics
  • Robust integration capabilities
  • High customizability & automation-friendly

Cons:

  • Slight learning curve
  • Limited native email marketing features

Best for AI-driven knowledge management

  • 30-day free trial + free plan available
  • From $10/user/month
Visit Website
Rating: 4.6/5

Guru is a knowledge management and collaboration tool that provides organizations with a platform to capture, store, and retrieve collective knowledge. It serves as a dynamic repository where information can be organized, updated, and shared among team members. 

Why I picked Guru: Guru assists sales engagement software by acting as a repository for sales collateral, processes, and best practices, which can be easily accessed by sales teams through AI-driven search capabilities. The tool also allows for the creation of a customizable hub for employee engagement and an automated knowledge base to store and share information. 

Moreover, Guru integrates with existing workflows and tools to ensure that knowledge is available where teams work. It aims to reduce redundancy and support teams by providing a trusted and efficient source of truth. For example, the tool integrates with sales engagement platforms to provide real-time information and resources directly within the sales workflow, enabling sales representatives to answer customer questions, overcome objections, and share accurate content without leaving their engagement tools.

Guru Standout Features and Integrations

Features include knowledge triggers, AI suggest, information verification tools, knowledge alerts, collections to organize information, analytics to track how the knowledge base is being used, knowledge sync, and a browser extension.

Integrations include Microsoft Teams, Gmail, Outlook, Zendesk, Salesforce, Slack, and Confluence.

Pros and cons

Pros:

  • Intuitive interface
  • Provides a Chrome plug-in for easy access
  • Effectively organizes sales material

Cons:

  • Challenges in editing existing cards
  • Content is sometimes out-of-date

Best native Salesforce integration

  • 15 Days Free Trial
  • From $15/user/month
Visit Website
Rating: 4.7/5

Groove is a sales engagement software with communication, workflow management, productivity, revenue intelligence, and analytics tools.

Why I picked Groove: Sales teams can use the software as a centralized location for various data and information related to their operations. Sales calls can be recorded and transcribed, appointments can be scheduled, and multi-channel automated sequences can be created through the platform. Sales pipelines can be tracked and evaluated, and engagement and activity metrics are tracked across all deals that move through your sales funnel.

All of these functionalities are built on the software’s native Salesforce integration. Salesforce remains your team’s CRM database, but two-way data syncing brings contact records from Salesforce into the platform and sends notes and activity updates back to Salesforce. Custom fields and workflows can be established between the programs.

Groove Standout Features and Integrations

Features include call recording, call coaching, automated call transcription, multi-channel workflow automation, SMS management, pipeline management, automated lead capture, and lead engagement analytics.

Integrations include LinkedIn and Salesforce.

Pros and cons

Pros:

  • On-demand training
  • Vast knowledge base
  • Friendly user interface

Cons:

  • Steep learning curve
  • Not ideal for teams not using Salesforce

Best for cold email automation

  • 7-day free trial available
  • From $34/month
Visit Website
Rating: 4.5/5

SalesHandy is a cold email automation software that helps you personalize your outreach messaging and improve deliverability.

Why I picked SalesHandy: Sales teams can centralize their email communications in the software’s shared inbox. Users can search and filter through emails to quickly find the thread they’re looking for. The software has an email sequence builder that allows users to create email templates with personalization fields and create up to 26 email test versions with their ‘A/Z testing’ feature.

Prospecting and list-building can be conducted using the software’s Chrome extension, which pulls email addresses from LinkedIn into your database. Various deliverability features can help you reduce bounce rates, including an AI scanner for spammy words and a tool that ramps up your email send limits.

SalesHandy Standout Features and Integrations

Features include email sequence builder, custom email templates, custom personalization fields, sender rotation, Chrome extension, email verification, AI text scanner, and email tracking.

Integration information is not currently available.

Pros and cons

Pros:

  • Private community for cold email best practices
  • Large bank of video tutorials on YouTube
  • All plans support unlimited email accounts

Cons:

  • Limited quantity of pre-built email templates
  • Newer product, some features are still being developed

Best for field sales teams

  • Free plan + free demo available
  • From $9/user/month
Visit Website
Rating: 4.8/5

Assistive is a sales CRM software that’s designed to support field-based sales reps and teams.

Why I picked Assistive: The CRM stores contact data, has pipeline management capabilities, and provides analytics and reports. It’s also highly customizable and teams can create unique activities and develop custom workflows with the software. The platform provides team members with recommended tasks in a prioritized list, helping to support productivity.

This software’s field-first mobile app provides team members with a map that can be used to plan their route. Field reps can also log their attendance, track expenses, and generate activity reports through the software. And they have access to all their contact data and activity information while they’re on the move.

Assistive Standout Features and Integrations

Features include mobile app, map view, expense management, leave management, employee attendance, customizable workflows, task prioritization, and drag-and-drop reporting.

Integration information is not currently available.

Pros and cons

Pros:

  • Map view helps field reps plan their routes
  • Friendly mobile app user interface
  • Affordable pricing tiers for small businesses

Cons:

  • May not be suited to in-office teams
  • Advanced analytics only available with premium plans

Best for team-based task management

  • 21-day free trial available
  • From $75/user/month
Visit Website
Rating: 4.7/5

Upscale facilitates several sales engagement functionalities, including multi-channel outreach, task management, workflow automation, and analytics and reporting.

Why I picked Upscale: Sales reps can manage their WhatsApp messages, emails, LinkedIn communications, and calls using the software. It also provides a multi-channel workflow builder, and sales cadences can be automated and tracked for optimization. The dialer auto-assigns incoming calls, ensuring they’re picked up. Call scripts can be configured for more effective sales conversations.

Teams get an overview of their various sales tasks, progress that’s been made, and who’s assigned to which prospects in the software. Agents receive notifications related to tasks assigned to them. Performance tracking helps identify gaps in the sales funnel and highlights the work of high-performing agents.

Upscale Standout Features and Integrations

Features include unlimited multi-channel sequences, A/B testing, email templates, dialer, custom triggers, sending schedules, Chrome extension, local area code masking, call recording, and performance analytics.

Integrations include Google Sheets, HubSpot, Salesforce, Slack, Pipedrive, Vidyard, and Zoho. Additional integrations can be configured through Zapier.

Pros and cons

Pros:

  • Free trial to try before you buy
  • Vast knowledge base
  • 24/7 live chat support

Cons:

  • Data exports via email, rather than direct download
  • Somewhat complex, takes time to learn

Best for outbound B2C sales

Customers.ai is an outbound marketing and sales automation platform for teams working in consumer-facing industries in the US.

Why I picked Customers.ai: The software hosts a database of over 250 million consumer contacts that can be used for prospecting and outreach. Contact demographic, behavioral, and interest-based data is stored in the database, allowing users to segment according to their customer personas. The software can also track website visitors and capture lead data from ad traffic, allowing teams to build out their own lead database.

Outbound communication tools include email and text outreach campaigns as well as lead activity notifications for sales reps. The company also has a product that facilitates automated responses for social media messaging, ensuring customers and prospects receive timely responses through your social channels.

Customers.ai Standout Features and Integrations

Features include B2C contact database, buyer intent data, data enrichment, lead capture, visitor tracking, segmentation, email and SMS sequences, messaging inbox and lead attribution and analytics.

Integrations can be configured via Zapier, which is included in higher-tier pricing plans.

Pros and cons

Pros:

  • Dedicated automation specialist with Enterprise plan
  • Messaging templates available for quicker drafting
  • Email and phone support with all paid plans

Cons:

  • Somewhat complex, comes with a learning curve
  • Social media tool must be purchased separately

Best virtual sales room

  • 14 days free trial
  • From $25/user/month

GetAccept is a sales software that creates a virtual environment where prospects and sales reps can interact and manage various deal stages.

Why I picked GetAccept: Users can build a virtual portal with curated multimedia content to inform and engage prospects about their product or services. Together, sales reps and prospects can create a plan with action items to move forward in the deal process. A proposal can then be sent to the client, and once agreed upon, a contract can be delivered and signed through the software.

For teams working in service-based industries, a digital sales room can be a better option than traditional emailing and video conferencing. The platform centralizes the information, documentation, and activity history of the sales process in a custom, dedicated environment. This helps both the client and seller keep track of their progress.

GetAccept Standout Features and Integrations

Features include electronic signatures, sales collateral management, content templates, video recording, unlimited users, custom branding, and automated reminders.

Integrations include Freshsales, HubSpot, Lime CRM, Microsoft Dynamics, Pipedrive, Salesforce, and SuperOffice.

Pros and cons

Pros:

  • Proposal, quote, and contract management included
  • Friendly, easy to learn interface
  • On-demand video training library

Cons:

  • May not be suited to high-volume or self-serve sales
  • API access costs an additional fee

Best for B2B SaaS sales teams

  • Free plan available
  • From $49/user/month

Apollo is a sales prospecting, engagement, and automation software for sales teams working in the B2B SaaS industry.

Why I picked Apollo.io: Before you start to engage your sales prospects, you can build your lists with the software’s prospecting and intelligence tools. A database of over 250 million contacts helps B2B sales teams find relevant, qualified leads for outreach. Users can also create personas in the system, and its AI-powered algorithm will find leads that match.

The software has email, calling, and task management tools that include automation options. Workflows can be established to assign prospects and tasks to specific sales reps and for specific actions to be taken when contact or account data changes. Advanced email analytics help teams understand the results of their efforts.

Apollo.io Standout Features and Integrations

Features include customizable templates, A/B testing, lead database, buyer intent data, email sequences, dialer, pre-built reports, advanced email analytics,

Integrations include Gmail, HubSpot, LinkedIn, Outlook, Outreach, Salesforce, Salesloft, and a custom API. Zapier can also be used to configure integrations.

Pros and cons

Pros:

  • Knowledge base and webinars available
  • All plans come with Zapier
  • Free-forever plan available

Cons:

  • Custom training and onboarding only available with highest-tier plan
  • Lead intelligence data may not benefit those not in B2B industries

Other Sales Engagement Software

Beyond the top 10 sales engagement software outlined above, here are some other options worth checking out:

If you still haven't found what you're looking for here, check out these tools closely related to sales engagement software that we've tested and evaluated.

Selection Criteria For Sales Engagement Software

Sales engagement software are designed to streamline communication, automate sales processes, and provide valuable insights into customer interactions. Having personally tried and researched various sales engagement platforms, I've identified key features and use cases that are essential for any software to be considered effective in this domain.

Core Sales Engagement Software Functionality - 25% of total weighting score

To be considered for inclusion on my list of the best sales engagement software, the solution had to support the ability to fulfill common use cases:

  • Automating routine sales communications and follow-ups to increase efficiency.
  • Providing insights into customer engagement to tailor follow-up strategies.
  • Integrating seamlessly with CRM platforms for a unified workflow.
  • Facilitating collaboration among sales team members to streamline processes.
  • Enhancing lead management through effective tracking and prioritization.

Additional Standout Features - 25% of total weighting score

  • Unique AI-driven insights to optimize sales pitches and interactions.
  • Advanced customization options to tailor the platform to specific sales processes.
  • Robust integration capabilities with a wide range of third-party applications.
  • Exceptional data visualization tools for more intuitive analytics and reporting.
  • Innovative features that enhance remote sales team collaboration and productivity.

Usability - 10% of total weighting score

  • Intuitive user interfaces that require minimal training and promote high adoption rates.
  • Streamlined navigation and logical organization of features to support daily sales activities.
  • Customizable dashboards that provide quick access to key information and tasks.

Onboarding - 10% of total weighting score

  • Comprehensive onboarding materials like tutorials, guides, and webinars to ensure a smooth transition.
  • Interactive product tours and demos to familiarize users with key features and benefits.
  • Responsive customer support during the onboarding phase to address any setup issues or questions.

Customer Support - 10% of total weighting score

  • Access to knowledgeable and responsive customer support teams.
  • Multiple support channels, including live chat, email, and phone.
  • Proactive customer success initiatives to ensure users derive maximum value from the software.

Value For Money - 10% of total weighting score

  • Competitive pricing that reflects the software's features and capabilities.
  • Transparent pricing models without hidden costs.
  • Flexible plans that cater to businesses of different sizes and needs.

Customer Reviews - 10% of total weighting score

  • Analyzing feedback from a broad user base to gauge overall satisfaction and identify common trends.
  • Paying attention to detailed reviews that highlight both strengths and areas for improvement.
  • Considering the impact of the software on sales productivity and revenue growth as reported by users.

When selecting sales engagement software, it's important to choose a solution that not only aligns with your current needs but also has the flexibility to grow with your business. A well-chosen platform can significantly enhance your sales team's efficiency and effectiveness, driving better results and higher revenue.

The ongoing innovations and updates in sales engagement software reflect a deeper understanding of user needs and an increasing demand for automation, personalization, and integration. These changes are not just enhancing the efficiency of sales teams but also providing richer, data-driven insights for strategic decision-making in revenue operations. Here's a detailed look at the prevailing trends:

  • Integration and Automation:
    • Enhanced CRM integrations ensure seamless data flow and context sharing across platforms, minimizing data silos and manual data entry.
    • Advanced automation capabilities are evolving to cover more complex and nuanced sales processes, reducing repetitive tasks and enabling sales teams to focus on engagement and relationship building.
  • AI-Driven Insights and Personalization:
    • AI and machine learning are increasingly used to analyze customer interactions and provide actionable insights, enabling more personalized and effective engagement strategies.
    • Novel AI applications in sales engagement software include predictive analytics for lead scoring and next-best-action recommendations, helping sales teams to prioritize their efforts intelligently.
  • Collaboration Features:
    • Enhanced collaboration tools within sales engagement platforms facilitate better teamwork, especially important in remote and hybrid working environments, ensuring all team members are aligned and informed.
    • Real-time communication and document sharing within the platform are becoming standard features, streamlining the sales process and improving team synergy.
  • Declining Features:
    • Basic email tracking and templated responses are becoming commoditized; their importance is diminishing as users expect these as standard features, not differentiators.
    • Overly complex and feature-dense interfaces are being streamlined, as user preference shifts towards simplicity, ease of use, and task-focused design.

These trends indicate that sales engagement software is moving towards more intelligent, integrated, and user-centric solutions. For revenue operation leaders, selecting software that aligns with these trends will be key to staying competitive and maximizing the efficiency and effectiveness of their sales teams.

What Is Sales Engagement Software?

Sales engagement software is a tool that assists sales teams in managing and improving interactions with customers and prospects. It encompasses functionalities for automating and organizing communication, managing sales content, tracking leads, and providing analytics on sales activities. This software supports various communication channels and integrates with CRM systems to centralize customer interactions.

The benefits of sales engagement software include increased efficiency in the sales process, enabling sales teams to focus on more strategic tasks rather than manual, repetitive activities. It enhances the quality of customer engagement, providing insights that lead to more effective communication and better relationship management. The software also aids in consistent and personalized outreach, improving lead tracking and conversion rates. Overall, it supports sales teams in achieving their goals more effectively and aligning their activities with broader sales strategies.

Features Of Sales Engagement Software

Sales engagement software provides a suite of tools designed to enhance every step of the sales process, from initial outreach to final conversion. Here are the most important features to consider when choosing sales engagement software:

  1. CRM Integration: Ensures seamless synchronization with your customer relationship management system. This is vital for maintaining a single source of truth for customer data, enabling more coordinated and strategic engagement efforts.
  2. Automated Outreach: Allows for the automation of repetitive communication tasks. Automated outreach ensures consistent follow-ups and nurtures leads efficiently, increasing the likelihood of conversion.
  3. Email Tracking and Analytics: Offers insights into email engagement rates. Understanding how recipients interact with your emails helps refine messaging and timing strategies, ultimately boosting engagement rates.
  4. Call Logging and Recording: Facilitates the documentation and analysis of sales calls. This feature is crucial for reviewing performance, ensuring compliance, and identifying areas for improvement in sales pitches.
  5. Content Sharing Capabilities: Enables the easy distribution of relevant sales materials to prospects. Efficient content sharing helps maintain engagement and provides value to prospects throughout the buying journey.
  6. Meeting Scheduling: Streamlines the process of setting up meetings with prospects. An integrated scheduling tool reduces the back-and-forth communication often required to book meetings, enhancing productivity.
  7. Lead Prioritization: Utilizes AI and machine learning to score and prioritize leads. By focusing efforts on high-potential leads, sales teams can optimize their time and resources to maximize conversion rates.
  8. Workflow Automation: Automates various sales process steps based on predefined triggers. This feature ensures that no opportunity is missed and that best practices are consistently applied across the sales team.
  9. Reporting and Dashboards: Provides comprehensive insights into sales activities and performance. Access to detailed analytics helps leaders make informed decisions, track progress against goals, and identify areas for optimization.
  10. Mobile Access: Ensures the platform is accessible from any device. In today's mobile-first world, the ability to engage with prospects and access key information on the go is essential for staying competitive.

When choosing sales engagement software, it's important to select a solution that not only aligns with your current operational needs but also scales with your business. The right software will offer a robust set of features that enhance the efficiency and effectiveness of your sales processes, contributing to a stronger bottom line and improved revenue operations.

Benefits Of Sales Engagement Software

By integrating various tools that streamline and optimize every stage of the sales process, sales engagement software plays a pivotal role in driving sales performance and revenue growth. Here are five primary benefits of leveraging sales engagement software for users and organizations:

  1. Enhanced Productivity: Automates routine tasks and streamlines sales workflows. By reducing the time spent on administrative tasks, sales professionals can focus more on engaging with prospects and closing deals, thereby boosting their productivity.
  2. Improved Communication: Facilitates consistent and effective communication with prospects. Sales engagement software ensures that all touchpoints with prospects are meaningful and timely, which can significantly improve relationship building and sales outcomes.
  3. Data-Driven Insights: Provides valuable analytics and metrics on sales activities. Access to in-depth insights allows sales teams and managers to make informed decisions, refine strategies, and better understand what resonates with their target audience.
  4. Increased Sales Velocity: Speeds up the sales cycle from initial contact to close. By automating follow-ups and providing tools for immediate response to prospect queries, sales engagement software helps move leads through the pipeline more swiftly.
  5. Scalability: Adapts to the growing needs of a business. As organizations expand, sales engagement software can scale accordingly, supporting larger sales teams and adapting to more complex sales processes without sacrificing performance or efficiency.

Costs & Pricing For Sales Engagement Software

Sales engagement software comes with various pricing and plan options, each designed to meet different business needs and scales. Understanding these plans and what they offer is key to selecting a software package that aligns with your organization's goals and budget. Here's a snapshot of typical plan options you might encounter:

Plan Comparison Table For Sales Engagement Software

Plan TypeAverage PriceCommon Features Included
Starter$30 - $75 per user/monthBasic email tracking, limited automation, CRM integration
Professional$75 - $150 per user/monthAdvanced analytics, increased automation, CRM integration, enhanced support
EnterpriseCustom pricingFull feature access, custom integrations, dedicated support, unlimited scalability
Free$0Basic functionality, limited analytics, no automation features

When selecting a plan, consider the size of your sales team, the complexity of your sales processes, and the level of support you anticipate needing. Keep in mind that the right software should not only fit your current needs but also grow with your organization. Balancing functionality with cost will ensure you receive value from your investment and support your business's sales objectives effectively.

Sales Engagement Software Frequently Asked Questions

The most frequently asked questions about sales engagement software, answered.

What are the types of sales engagement software?

Sales engagement software integrates various functionalities to cover different aspects of the sales process, providing comprehensive support to sales professionals. Here are some primary types of sales engagement software:

  1. Email Engagement Platforms: These tools focus on managing and optimizing email communications, offering features like email tracking, template creation, automated follow-ups, and analytics to gauge recipient engagement levels. They help sales teams to tailor their communication strategies based on data-driven insights.
  2. Calling and Dialer Systems: Designed to streamline phone outreach, these platforms offer functionalities like click-to-dial, call logging, call recording, and analytics. They enable sales teams to conduct more calls in less time while ensuring all interactions are tracked and analyzed for continuous improvement.
  3. Sales Automation Platforms: Automating repetitive tasks and processes, these tools help sales teams focus on high-value activities. Features might include automated email sequences, lead prioritization, and task reminders, all aimed at increasing sales productivity and effectiveness.
  4. Meeting Scheduling Tools: By simplifying the process of scheduling meetings with prospects, these platforms minimize the back-and-forth communication often required. Integration with calendars, automated reminders, and time zone considerations are common features that enhance convenience for both sales professionals and their prospects.
  5. Content Engagement Platforms: These tools help sales teams to share relevant content with prospects and track engagement. Features may include content libraries, document tracking, and analytics to understand how content influences the sales process and to identify the most impactful materials.
  6. Social Selling Tools: Leveraging social media platforms, these tools enable sales professionals to engage with prospects, share relevant content, and build relationships. They provide features to monitor social interactions, track engagement, and integrate social activities into the broader sales strategy.
  7. Sales Intelligence Software: While not exclusive to engagement, sales intelligence tools complement sales engagement platforms by providing key data and insights about prospects. This information can inform engagement strategies, ensuring that communications are personalized and relevant.
  8. Multi-Channel Engagement Platforms: These comprehensive tools combine several of the above functionalities, allowing sales teams to engage with prospects across multiple channels—email, phone, social media, and content—from a single platform. This integrated approach ensures a cohesive and coordinated engagement strategy.

When selecting sales engagement software, it’s essential to consider the specific needs of your sales team, the nature of your sales process, and your overall business objectives. The right software should not only facilitate more effective sales engagements but also integrate seamlessly with your existing sales tech stack and workflows.

What’s the difference between sales engagement software and CRM software?

There’s plenty of overlap between sales engagement software and customer relationship management (CRM) software. In fact, many are one and the same. What makes a software qualify under the category of sales engagement is that it offers specific features and functionalities for sales management purposes. CRM platforms, on the other hand, are primarily focused on keeping customer data organized and accounted for. Most sales engagement platforms that don’t have a built-in CRM system will offer CRM integrations with commonly used CRMs like HubSpot and Salesforce.

Can sales engagement software automate cross-platform communications?

Yes, sales engagement software can automate cross-platform communications by integrating various communication channels like email, social media, phone, and messaging apps into a single platform. This enables consistent and timely interactions with prospects across different touchpoints, enhancing the efficiency and effectiveness of sales campaigns.

Can sales engagement software personalize customer interactions?

Sales engagement platforms excel in personalizing customer interactions by leveraging data analytics and AI. They can tailor communications based on customer behavior, preferences, and previous interactions, ensuring messages resonate more effectively with each prospect or customer.

Are there analytics for measuring engagement effectiveness?

These software solutions offer robust analytics features to measure engagement effectiveness, tracking metrics like response rates, engagement levels, and conversion rates. This data helps sales teams optimize strategies and improve engagement with prospects and customers over time.

Additional Sales Management Software Reviews

Here are a few other tools that may pique your interest.

Conclusion

Whatever your industry, whatever your business model, your sales team works hard to connect with qualified leads and convert them into paying customers. Especially as you scale, keeping track of processes and deal stages can get complicated. But there’s plenty of sales engagement software options available to support your salespeople in a myriad of ways. Hopefully, a tool on this list is a good fit for your business needs!

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Phil Gray
By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.