10 Best Sales Engagement Platforms to Transform Your Sales Process
Sales engagement platform offers a centralized interface to strategize, operate, monitor, measure and optimize conversations between sales team and potential team.
There are plenty of benefits of using a sales engagement platform which I’ll discuss below but, first, let’s explore the best solution.
Salesforce
Sales Cloud is a sales automation platform by Salesforce. Its AI-powered automation allows you to maximize efficiency with data intelligence. The real-time digital selling feature of this platform is perfect for a business of any size and industry.
Features
Data-driven insights for a strong and personalized relationship with each lead
Get full visibility into every prospect at every stage of their journey
Real-time AI intelligence for revenue prediction and smarter business decisions
Track best practices across the teams and scale those up
Automate business processes with drag-and-drop visual workflow
A complete view of activity history, customer communication, and internal discussions
Closely track your deals to continuously optimize your campaigns
Sales Cloud can also transform your mobile device into a portable office so that sales executives can be productive on the go.
Zoho SalesIQ
Zoho SalesIQ is a futuristic customer engagement solution that provides you with all the necessary tools for the sales team. As a result, they can communicate with the customers at every stage of the customer lifecycle. It lets you proactively engage with prospects for rapid lead conversion.
Features
Create personalized chatbots for answering basic queries with relevant responses
Customer engagement analytics for a historical overview of each lead communication
Segment agents to route leads to the most knowledgeable support executives
Instant one-click phone call option from live chat windows
Two-way Zoho CRM integration to access lead and contact details
Add SalesIQ embed code in emails for initiating live chat sessions
Moreover, Zoho SalesIQ supports real-time chat translation during the live chat between English and the native language of the customers. It also lets you prioritize your leads with customized scoring rules.
Freshsales CRM
Freshsales CRM is a reliable platform for sales engagement that offers you customer insights within the CRM. It helps you build strong customer relationships through constant personalized engagement and nurturing.
Features
All customer data in one place for boosted sales productivity
Sales intelligence data for understanding potential customers
The relevant context for deeper communication and scheduling more meetings
Customize Action-oriented followups depending on the customer’s response
Visual deals pipeline for revenue prediction
Better visibility into effective approaches for lead conversion
Pre-designed workflow templates for routine task automation
Automatically assign leads to sales executives across teams and locations
Apart from the above feature, this CRM lets you have a chronological timeline view so businesses can track their lead activities from within the CRM.
Reply.io
Are you looking for software that can automatically create new opportunities for your business at scale? Check out Reply.io, an AI-powered solution for driving revenue growth through a better social engagement experience. You can use it for both inbound and outbound sales.
Features
B2B contact database with 10+ filters for focused prospect lists
Tailored multi-channel sequences for different cases
Begin meaningful conversations with basic responses to customer queries
Easy meeting scheduling for quick engagement
Cloud calls, SMS, messengers, and social media communications
Reports and analytics to improve team performance
Reply.io also supports integration with several third-party apps, including LeadBoxer, G2, Slack, Sendspark, Hubspot, Salesforce, Pipedrive, Gmail Outlook, and many more.
Salesloft
Being one of the leading platforms for sales engagement, Salesloft assists you in expanding your current customer base by roping in new prospects and renewing existing clients. Now, it is possible to perform every interaction, call, meeting, and email from one platform and sync all the activities to your CRM.
Features
Multi-channel messaging to increase the response rate
Insights on opportunities and pipeline health to win more deals
Step-by-step guide and accurate forecast for future steps
Track sales calls and get conversation transcription for coaching
Complete insights into all interactions of a customer’s journey
Whether you are a sales leader, sales manager, sales ops, and customer success executive, this application will help you overcome business challenges with ease.
Apollo
Sales professionals worldwide love Apollo, and there is a reason for that. This application lets you reach your potential buyers from a database of more than 250 million contacts. It has a collection of 150 million+ verified email addresses and contact numbers that get refreshed frequently.
Features
All-in-one platform for targeting prospects with high precision
Workflow automation with popular sales engagement tools
Sales analytics and split tests for data-based prospecting decisions
More than 200 data points for scoring and routing conversations
Multiple affordable plans that suit your budget
Apollo also comes with a Chrome extension, so you can use this platform anywhere to find new leads for your business.
Autoklose
Entrepreneurs and sales teams looking for quick deal closing can opt for Autoklose. Besides being a sales engagement tool, it is also a B2B data bank. Hence, you can utilize the verified B2B leads to find the right prospects using a number of filters.
Features
Send highly personalized emails to convert prospects into customers
Real-time tweaking of campaigns for better results
Sales process automation to free up agents from mundane tasks
Monitor campaign performance through dashboard report analysis
Manage your teams better by tracking individual performance
Have higher opening and click-through rates for emails
Overall, it lets you customize your communication with your leads for the best results.
Outplay
Outplay is a platform that has got everything your sales team needs to grow and thrive. Using features like multi-channel outreach, prospect tracking, and sales automation turns your sales team into a more efficient one.
Features
Enriched reports with insights on the best salesperson, team, and sequence
Free Chrome extension for migrating Gmail and LinkedIn leads into
Create customized sales sequences, including any combination
Automate lead transfer to a different sequence based on their actions
Track the presence of your prospect on your website in real-time
Smart chatbot to start a conversation with the leads from any web page
If you belong to a growing sales team, the integration facility of Outplay will be useful for you. It supports deep integration with Microsoft 365, Pipedrive, Salesforce, Zoho, Zapier, Hubspot, Slack, and Vidyard.
ZoomInfo
Engage in data-powered sales using ZoomInfo‘s Engage software. It will enable your sales team to connect with potential prospects using the right message delivered at the right time. This will help you enhance your sales numbers and grow faster.
With ZoomInfo, managing a large team to monitor sales signals and react to them quickly is no more challenging. It includes automated calls, emails, and other essential tasks to initiate sales based on current market demands.
You can emphasize more on account-based sales with personalized conversations. In addition, you can utilize email metrics with intelligent recommendation engines to engage with customers based on previous interactions.
Engage by ZoomInfo sends automatic triggers to attract leads. Its advanced analytics helps you track the sales, learn from it, execute a plan, and implement in your sales pipeline to enhance the sales team’s productivity.
✅ Pros
❌ Cons
Workflow automation is great
Customization can sometimes get tricky
Tracking of emails is smooth
Saves best performing emails as template
Leverage ZoomInfo’s data-powered sales email automation to bring in more sales. You can take a demo to understand the benefits ZoomInfo can offer when you start your journey.
Yesware
Generate more revenue using email outreach with Yesware and scale your business. Its sales software is easy to use and adapt that helps you attract more number of prospects. Your sales team will get a wide range of robust tools to monitor activities on email outreach, track which strategy is working and which one is not, test email activities, and so on.
Yesware lets you manage and organize the email outreach automatically, so you can build good relationships with your customers and close profitable deals faster. You will get immediate notification when your email is received and opened by prospects. This will help you know which emails are generating leads and how much follow up is needed to get more.
You can save your performing emails as reusable templates so that your team can use it to attract leads. Additionally, you can add images, links, attachments, etc., merge fields, and do much more with Yesware. It allows you to integrate with Microsoft Teams or Zoom to schedule meetings faster with your teams.
✅ Pros
❌ Cons
Option to track open and click rates
Adding contacts to campaigns is available in higher plan
Easy to use and adapt with changes
Provides plenty of functionalities
Free trial available along with a free plan
If you are an individual or a small company, you can avail of a free plan for your sales team. You can also choose a paid plan starting at $15/seat/month. Before choosing any plan for your business, go for a free trial.
Yesware offers a free plan which is good to test the system. However, paid plan starts at $15 per month, suitable for small business.
Why to use Sales Engagement Platform
The primary benefit of using a sales engagement tool is the automation of the entire sales channel. Find below other notable gains of using such tools:
Organize customer, lead, and visitor data in one place, so the entire sales team can access this data to reach prospective buyers.
Most of these tools come with templates for sales pipelines. Thus, you can create an automated workflow for faster conversion of a lead.
Secure sales plans, customer data, sales collaterals, and more with SSL encryption.
When you use such tools, you can engage with a potential buyer before any competing business does.
It becomes easier to optimize an existing sales operation since the tool highlights flaws in the sales planning.
