Sales Engagement Software
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Compare the Top Sales Engagement Software of 2021
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Sales Engagement Software Guide
Sales engagement software enables the optimization of sales processes by integrating multiple communication and marketing tools into a single platform. Compare the best Sales Engagement software currently available using the table below.
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1
Lead411
Lead411
Lead411 provides company intelligence, accurate contact data with direct dials & email addresses and a sales cadence tool to automate your email/sms outreach.
Starting Price: $37.50/month -
2
BAM!
Pop Art, Inc.
BAM! helps manufacturers increase the engagement and effectiveness of their dealers and distributors while eliminating marketing inefficiencies and chaos. BAM! is designed to efficiently deliver content to a network of any size over any area through a web-based DAM that works as a single source of truth. Users can access current content on demand via a cross-platform mobile app, wherever they are - even offline. With the ability to manage any number of user groups with total control, marketing can ensure that everyone has the access and visibility they need while keeping content secure. Includes analytics on user engagement and asset utilization to help optimize content creation.
Starting Price: $100/month -
3
Demodesk
Demodesk
Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers β by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting β guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.
Starting Price: $25/month/user -
4
Veloxy
Veloxy
VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.
Starting Price: $49 user/month -
5
CallShaper
CallShaper
CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, telemarketing, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst maintaining compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.
Starting Price: $75 per month -
6
OnePageCRM
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls and notes, add deals, set Next Actions. All you need to close a contact is on one scrollable page - Send personalized emails in bulk with pre-saved custom email templates - Build deals and send quotes in seconds - Save time with smart sales automation features - Clip leads in a click from anywhere on the web and automatically add them to your sales CRM - Generate and send custom activity reports - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp & Mailchimp forms, Unbounce, Wufoo, Xero, Help Scout, Evernote, Google Apps, Zapier, and more! - World-class support: email, phone & chat
Starting Price: $12.00/month/user -
7
servicePath CPQ
servicePath
QUOTE SMARTER, FASTER AND MORE PROFITABLY A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk? servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.
Starting Price: $75 USD/user/month* -
8
InTouch Tool for LinkedIn
InTouch Tool
Get a steady flow of highly targeted B2B leads warm them up on autopilot and close more deals. Get 10x more leads and skyrocket your ROI. Get started in 3 steps: - Setup your message sequence (connection request + followups) - Setup LinkedIn search filters to define your target audience and let InTouch Tool collect them for you - Start your campaign InTouch Tool will send connection requests, detect those who connected with you and will send followups based on your schedule till they reply.
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9
Freshworks CRM
Freshworks
Stop juggling multiple tools. With the new AI-powered Freshworks CRM (formerly Freshsales and Freshmarketer), get a 360Β° view of your prospects and customers with the combined power of salesforce automation, marketing automation, chat, and telephony - in a single solution. With Freshworks CRM, powered by Freddy AI, discover the best leads, boost customer engagement, drive deals to closure, and nurture existing customers with a smart, comprehensive solution. Give your sales team access to a better CRM with Freshworks CRM. A feature-packed CRM and lead management software, Freshworks CRM empowers high-velocity sales teams to win more opportunities and take the guesswork out of sales. The platform features built-in phone and email, task management, appointments and notes, user behavior tracking, reporting, deal management, and so much more. Have conversations with context. Generate more opportunities. Attract visitors, convert them into leads, and more.
Starting Price: $29 per user per month -
10
Nimble
Nimble
The Simple, Smart CRM for Office 365 and G Suite Teams. Skip the set-up. Nimble is the only CRM that builds itself for you. Thousands of teams are already working smarter everywhere with Nimble. Nimble gives you everything you need to organize your contacts. Build relationships, find opportunities, and reach your goals. Today Page organizes your pipeline, social signals, appointments, and tasks in one intuitive dashboard. Automatically combine contacts, social media connections, communications, inboxes, and calendar appointments with over 160 apps and CRMs into one unified relationship manager. Easily locate contact information and team's interaction history to access a 360-degree view of your customers and leads. You can also add notes to a record, update deal status, and access social handles.
Starting Price: $19 per user per year -
11
Outreach
Outreach
If you're looking to win more deals by personalizing, prioritizing, and analyzing sales activities, turn to Outreach. Outreach is the #1 sales engagement platform dedicated to make every sales team more effective at selling. From creating pipeline to optimizing sales workflows, Outreach helps to ensure that you achieve your sales goals. Top tools include sales sequences and dialer, sales email and tracking, outreach everywhere, sales intelligence, email and content templates, analytics and reporting, and coaching analytics.
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12
HubSpot Sales Hub
HubSpot
Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every leadβs contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.
Starting Price: $50 per user per month -
13
Clearbit
Clearbit
Data to power your entire business. Clearbit is the marketing data engine for all of your customer interactions. Deeply understand your customers, identify future prospects, and personalize every single marketing and sales interaction. Rely on fresh, accurate data with our proprietary real-time lookups. Then act on new information immediately, with sales alerting and job change notifications. Get company attributes like employee count, technologies used, and industry classificationβand get employee details like role, seniority, and even job change notifications, right at your fingertips. With our dataset and machine learning algorithms, youβll have all of the information you need to convert leads and grow your business. Get the right data directly into the tools you already use. We built Clearbit from the ground up to integrate right into your existing stack, providing uniform, seamless data across your sales, marketing, and analytics teams.
Starting Price: $20,000 per year -
14
DocSend
DocSend
Never send another attachment again. Securely share your documents with real-time control and insightsβno matter where you're working. The secure document sharing platform everyone can use. Managing, sharing and tracking your important files is as easy as sharing a link. Increase security, control file downloads, and turn off access anytime. Be prepared for your next meeting with real-time intelligence. Update a file even after hitting send. And everyone automatically has the latest version. Our Gmail and Outlook plugins make uploading documents and sharing links a breeze. Protect your documents with passcodes and email verification, track if links are forwarded, or simply turn off access to take back control. Seamless, on-brand viewing experience. View on any device. No file downloads. Investors and business partners love DocSendβs easy, browser-compatible, mobile-first, viewing experience. Sharing Powerpoint? Keynote? Pdf? Gifs? Weβve got you covered.
Starting Price: $10 per user per month -
15
Cirrus Insight
Cirrus Insight
Get the missing features for Gmail or Outlook. Cirrus Insight has everything you need in one solution. Salesforce integration: everything you need from Salesforce in your inbox. Add a little automation to your sales routine, and skip the busy work involved in manually logging activities to Salesforce. Cirrus Insight features: * Email Tracking & Templates * Drip campaigns * Follow up reminders * Meeting scheduling * Salesforce Integration * Attachment tracking * Add to Salesforce * Cirrus Insight Analytics * Cirrus Insight for Google Calendar * Cirrus Insight for Mobile * Create New Records in Salesforce * Edit Contacts & Leads * Email Templates and Campaigns * Get the Best of the AppExchange * Instantly View All Customer Info from Salesforce
Starting Price: $27.00/month/user -
16
SalesLoft
SalesLoft
SalesLoft is the leading platform for revenue teams to execute, coach, and gain insight throughout the deal cycle, at every stage. SalesLoft is not a CRM or marketing automation tool, its Sales Engagement - done right. Orchestrate every email, call, meeting, and customer interaction. Automatically track and log your tasks, activities, and engagement data to your CRM. Let your teams focus on selling, your managers on coaching, and your operations and leaders on strategy. SalesLoft automates human-to-human interaction between sellers and buyers. Unlike CRM, SalesLoft is where sales teams go to engage with prospects/buyers and execute their sales process with native conversation intelligence and opportunity management. SalesLoft was built for the entire revenue organization. SDRs, AEs, Full-Cycle reps, AMs, CS reps, and their managers all have access to features to optimize the complete customer journey.
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17
amoCRM
QSOFT
amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails, and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love its powerful analytics, reporting and automation tools. It's the perfect messenger-based sales solution for entrepreneurs and SMBs.
Starting Price: $15/month/user -
18
Cloze
Cloze
The no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social. Cloze automatically keeps track of your email, phone calls, meetings, documents, Evernote, LinkedIn, Facebook and Twitter. And everything from dozens of other services. And it's all organized for you β by contact, company, meeting, etc. β without any busy work. Weβll even grab email signatures so your contacts are always up-to-date.
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Starting Price: $39.00/month
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20
SMS-Magic
Screen-Magic Mobile Media Inc
Win more deals with Conversational messaging Powerful CRM-based messaging platform for Salesforce, Zoho and more. When a new inbound lead contacts you, text messaging is the best channel to respond and drive an interactive conversation. When reminded and alerted about meetings and events, consumers are more likely to show up. CRM-driven automated text messaging enables a seamless notification process. Omnichannel messaging gives your business the ability to converse with consumers across all channels, right from your CRM inbox. Work from anywhere with robust mobile app. Our technology enables tight CRM integration, routing, and notifications to keep the conversation going. Use conversational messaging to improve engagement and build better relationships with your clients.
Starting Price: $50 per month -
21
Klenty
Klentysoft
Klenty is a sales engagement platform that can help sales teams reach out to prospects by sending personalized emails and automated follow-ups at scale. Using Klenty, you can automate all the repetitive activities involved in your sales process like sending cold emails, follow-ups, tracking engagement metrics, etc - so that you can focus more on activities like building relationships and closing deals. Klenty has native integration with many of the popular CRM's like Pipedrive, Salesforce, Zoho, Hubspot, etc. that will help your teams automate the entire sales workflow and save your team hours every week.
Starting Price: $30 per user per month -
22
Clickback MAIL
Clickback
Clickback MAIL is email lead generation software, and itβs different from traditional marketing automation and email service providers. How? It lets you send 100% CAN-SPAM (US Anti-Spam Law) compliant email campaigns to your cold or purchased B2B contacts. Clickback MAIL also filters out detected Canadian and European emails to ensure your campaigns remain CASL (Canada Anti-Spam Law) and GDPR (EU Privacy law) compliant. Put your cold email list to work and start landing high-quality B2B leads by sending effective marketing campaigns to your targeted list of contacts. The easy message creator lets you design professional emails that not only look great, but get opened. Use the drag and drop editor to build powerful messages, and preview your content on desktop and mobile screens. The design and feel of your email campaign can have a big impact on its success. A well-crafted email message that also looks beautiful can highlight the professionalism of your brand.
Starting Price: $350 per month -
23
CentraHub CRM
CentraHub
#1 Custom CRM Software for Businesses. Boost your Growth by Automating Sales, Marketing and Service. Sales force automation tools to track, monitor and manage pipeline. Close more customers efficiently. Marketing automation platform for converting leads to sales with campaigns, email and more. Customer service platform for ticket management with SLA's across assets and service classes. Automate sales and lease of real estate assets intelligently with site visits, reservations bookings and possession. Reduce cost & equipment downtime while increasing team productivity with enterprise facilities & asset management. Dealership Management System (DMS) for simplified automotive inventory, marketing, sales and service management. Automate asset lifecycle across procurement, inventory tracking, transfers, maintenance and retirement of assets. Manage customers effectively with smart analytics for profiling, loyalty, trend analysis and order fulfillment.
Starting Price: $10 per user per month -
24
Yesware
Yesware
Win More Business with the Easiest to Use Sales Software. Everything you need to prospect, schedule meetings and follow up. Nothing more (actually, great support too!). 100% free to install. No credit card required. Easily connect with your buyers via email, phone and social channels. Quickly schedule more meetings with your target buyers. Manage your follow up with the right message, at the right time. Deliver more new business, renewals, upsells, and cross sells. Data security and regulatory compliance is one of our highest priorities. We invest heavily in technology and partner relationships to keep our customer data secure.
Starting Price: $12 per month per user -
25
ClearSlide
ClearSlide
Sales Enablement that Closes Deals. The most complete sales engagement platform for content, communications, and sales intelligence to make every buyer interaction count. Organize recommended content and team collections to ensure discoverability β making it easy to assemble and personalize content that is always up to date. Make every customer interaction matter β online, email, mobile, screen share and in-person communications made easy. Unprecedented visibility into every customer interaction β giving reps, sales leaders and marketers the engagement insights they need to make better business decisions. Guide sellers to the right content, at the right CRM stage β unique rules-based recommendations drive an awesome sales process and increase productivity. On-board faster and scale best practices β ClearSlide Replay recordings and performance dashboards support coaching and visibility into meetings, presentations, and slides.
Starting Price: $35.00 per user per month
What is Sales Engagement Software?
Sales engagement platforms, also known as SEPs, have been revolutionizing the way business people can track emails. This technology is typically sold in tandem with sales enablement technology and different types of sales acceleration. Although these products are typically designed for salespeople, there are also marketing efforts incorporated in a manner akin to ABM (account-based marketing) software. These combinations are used to create highly targeted outreach.
Teams dedicated to sales development are taking a great liking to SEPs despite the category's relatively recent emergence. Salesforce and other leading vendors in the marketing tools, email tracking, and CRM spaces are starting to announce products built specifically with sales engagement technology in mind.
Businesses have two primary goals when using a sales engagement platform. The first is to improve employee-customer interactions through various channels of communication. The second goal is to convert these potential customers into paying clients. Most of these products come with features that aid in optimizing productivity, increasing the velocity of sales, improving content, and boosting the overall customer experience.
Functionality of SEPs
Although the general function of sales engagement software remains the same, available functions will vary between singular products. The uniform theme present amongst each product is an individual and seamless interface used for analyzing, tracking, executing, and planning interactions with customers across several different platforms, including, social media, live chat, video, text, SMS, phone calls, and, of course, email.
Email has remained the primary form of communication for business overall and sales in particular. For this reason, most vendors have optimized their SEPs for this method of communication. Several of the sales engagement platforms available have email tracking capabilities built into their core in addition to a host of accompanying features like analytics for customer engagement, split testing capabilities, multi-dimensional support, and CRM integration.
Another important capability of this software is the function of scheduling and designing various sales sequences across a wide variety of channels and touchpoints. This makes it much easier to develop custom and unique content. This helps to automate a good portion of the standard workflow and can streamline sales cycles. Quicker sales and more information on account management are two tangible ROIs in regards to SEPs.
Integration with CRM Systems
When salespeople have trouble understanding the role that sales engagement software can play within their technology stack, it's helpful to visualize it in combination with CRM software. Sales engagement software can essentially act as conductors that help salespeople to combine, organize, and share customer data as it's gathered through a variety of platforms. The CRM acts as the repository for this data.
There are many SEP models with the capability to integrate seamlessly with CRM software. Others get built directly into this infrastructure. Still, there are others that transform a salesperson's email into a management hub.
Integration is one of the main benefits that salespeople experience when using a sales engagement suite. Instead of jumping back and forth between various applications and programs, entering different sets of data, and browsing for specific information, everything is housed in one convenient location.
Standard Sales Engagement Features
Despite the recent development of this technology, the vast majority of sales engagement software products offer a standard set of features that revolve around email monitoring and tracking. However, other products include management features for other forms of communication such as social media, text messaging, and phone.
- Integration with CRM software: Data regarding customer information across various channels of communication will be automatically logged-into CRM software such as salesforce.
- Email platform compatibility: Sales engagement software works with a salesperson's current email account.
- Engagement tracking: Salespersons have a deeper look at content management and conversion rates by seeing how long people look at certain attachments or slides.
- Metrics for tracking email: SEPs provide tracking metrics such as click-throughs, reads, opens, and more.
Content templates: Users can take advantage of customized templates for reusable email structures.- Progression automation: Users can automate the progression of conversions and leads based on certain responses.
- Campaign management: Users have the ability to create campaigns through sorting plans, leads, cadences, and/or templates like a campaign management system would allow.
- Email automation: Reps have the ability to auto-reply to messages.
- Email scheduling: Users can write an email but have it sent later.
- Cadence: Salespersons can sequence and design various outreach campaigns with control over certain outcomes or intervals across different channels of communication.
- Email reports: Reports can be created for individuals or teams based on different email metrics.
- Content and email recommendations: SEPs recommend different actions based on the performance of your current campaigns.
- Reminders to follow-up: Users can schedule certain reminds to follow-up on different emails.
- Sales Intelligence: Users can build prospect profiles from customer information provided by various data sources gathered from B2B databases, contact databases, and sales intelligence platforms.
- Click-to-call: There are call shortcuts through which reps can reach a customer fro within their email.
Content templates: Users can take advantage of customized templates for reusable email structures.Additional Features
There are some sales engagement suites that have more features. This advanced software tends to focus on boosting customer experience, optimizing content, and providing accurate engagement analytics.
- Engagement analytics: This refers to the ability of SEPs to analyze various engagement metrics to determine which channels provide the highest level of positivity for the customer experience.
- Split testing: This feature gives reps the ability to compare and contrast the performance of campaigns on various platforms to determine which is providing the best return. This information also helps when optimizing one form of outreach. The end goal is a higher conversion rate and more clients.
- Conversation intelligence: This is the ability for software to analyze different conversations, determine what successful salespeople are doing, and highlighting these practices for others to copy.
Sales Engagement Software Pricing
Many sales engagement software is available for a monthly subscription fee. This model is applied to each rep. The more fundamental sales engagement products with email tracking as their primary function can be found for as affordable as $10 per month. However, the advanced SEP software with engagement analytics, conversation across multiple channels, and integration with CRM software is much more expensive. These can cost around $100 per month or more.
Quotes are given if requested since most vendors opt to not include the price on their sites. Many sales engagement platforms also offer a free trial.