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.
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 customize their own workflow.
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.
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 personalized scheduling links.
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.
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.
Unblock deals with call insights. Analyze 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.
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.
Create a playlist of successful calls so reps can replicate what works. Personalize coaching to every seller with recommendations and conversation highlights. Share feedback directly in the call being reviewed with contextual comments.
Having one universal sales engagement platform that integrates with the rest of the platforms my team uses is paramount. It allows them to do their work from one tab versus having 87 open.Maegan RolandoSenior Manager of Acquisition Strategy and Operations, Grubhub
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 optimize their sales activities. It enables businesses to manage and track customer interactions, personalize 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.