A partner looks at a work cadence tool, Einstein scoring, and meeting options on his mobile device.

Sales Engagement

Use the AI insights and recommendations of Sales Engagement to identify prospects most likely to close. Provide reps one place to work from and connect with customers in all channels. Give reps the time to build meaningful relationships by automating tasks like email follow-ups and meeting booking. Sell faster with sales engagement built directly into your CRM.

What can sales teams do with sales engagement?

Engage prospects and customers more effectively at every stage of the deal.

Guide sellers with automation and AI.

Sales Engagement

Unify all sales activities like emails, phone calls, social touches, and tasks into a single to-do list. Access and action every task from a single, central hub in the CRM. Create a single seller experience that tracks every prospect through the process.

A dashboard shows the to-do list and next steps for lead outreach and the best way to contact multiple leads.

Guide sellers with step-by-step instructions for how to prospect and bring best practices to the whole sales team. Include email, phone, and social touch sales tasks. Automate prospecting to keep leads moving. Provide reps with AI recommendations to further customise their own workflow.

A fully mapped sales cadence is shown for a specific lead.

Engage the right prospects with less effort, with AI recommendations on your next best action. Improve conversations with insights from emails and calls. Surface top leads automatically and focus on those most likely to convert.

A dashboard displays Engagement Intelligence
A dashboard shows the to-do list and next steps for lead outreach and the best way to contact multiple leads.
A fully mapped sales cadence is shown for a specific lead.
A dashboard displays Engagement Intelligence

Access CRM data from everywhere you work.

Sales Cloud Everywhere

Speed up outreach with an inbox infused with data and automation. Improve customer follow up by tracking engagement. Keep up with top prospects more efficiently with email templates and instant notifications for follow-up tasks. Simplify meeting scheduling and allow customers to book time directly with sellers with calendar integrations and personalised scheduling links.

A dashboard displays engaged email tracking, a list of tasks for a specific lead, and a drop-down email template builder.

Access and update CRM from anywhere. Write emails, check off to do lists, send calendar links, use email templates, and update records via Workspace — all without leaving the web.

A dashboard displays a button to book a meeting and all available meeting times currently open.

Replace web-to-lead forms with AI powered conversations. Connect buyers with relevant product information. Turn high-value web traffic into high-value leads with an automated meeting book connected directly into the CRM.

A dashboard displays an activity timeline based on information pulled from emails.
A dashboard displays engaged email tracking, a list of tasks for a specific lead, and a drop-down email template builder.
A dashboard displays a button to book a meeting and all available meeting times currently open.
A dashboard displays an activity timeline based on information pulled from emails.

Get key intel to close more deals — fast.

Einstein Conversation Insights (ECI)

Unblock deals with call insights. Analyse every call automatically for full visibility into competitors, objections, pricing, and questions asked. Use call snippets to surface key insights on individual opportunities. Uncover themes that impact team performance and take action with the right intel.

A partner profile is shown with current “gold partner status” as well as their current pipeline metrics.

Eliminate note-taking with automated transcripts that capture every word. Prompt next steps based on questions, and generate action items from mentions. Deliver in-app notifications to drive rep follow through and keep deals moving.

A fully mapped sales cadence is shown for a specific lead.

Create a playlist of successful calls so reps can replicate what works. Personalise coaching to every seller with recommendations and conversation highlights. Share feedback directly in the call being reviewed with contextual comments.

Visual display of call best practices
A partner profile is shown with current “gold partner status” as well as their current pipeline metrics.
A fully mapped sales cadence is shown for a specific lead.
Visual display of call best practices

Get the most out of Sales Engagement with partner apps and experts.

Accelerate revenue growth with thousands of prebuilt and consultant offerings on AppExchange. Check them out today.

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Carol Liao, Sales Operations, Vanta

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Frequently asked questions

Sales engagement refers to the process of interacting with potential customers throughout the sales cycle, from initial contact to closing the deal. It involves using various communication channels and sales tactics to build relationships with customers and increase sales effectiveness.

A sales engagement platform is a software tool that helps businesses automate and optimise their sales activities. It enables businesses to manage and track customer interactions, personalise communication with customers, and automate repetitive sales tasks.

A sales engagement platform provides several benefits to businesses, including improving sales performance and velocity, empowering sales across every channel, automating away mundane tasks, and giving sellers the ability to focus on what matters to move deals forward, faster.

No. Sales engagement is for any rep who needs to connect with prospects and customers across multiple digital channels, including email, phone, and social.