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

Sales Engagement

Sell faster with sales engagement built directly into your CRM. Connect with buyers where they want with tools for every channel. Drive action with automation and insights.

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Connect with buyers faster, boost efficiency, and make smart decisions.

Engage your buyer at every step of the deal.

Meet buyers wherever they are and track deals across Salesforce and any channel.

Sales Engagement

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Meet buyers wherever they are — by email, phone, or the web — through one integrated experience to advance your pipeline faster.

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

Move deals forward fast with sales engagement cadences, email templates, and automated actions that are easy to build and scale.
A fully mapped sales cadence is shown for a specific lead.

Engage with confidence using insights and recommendations pulled directly from email content and opens as well as call transcripts.
A dashboard displays Engagement Intelligence

Make email effective and simple with automation and intelligence tools.

Salesforce Inbox

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Communicate tactfully and quickly with templates, tracking, and follow up tasks.
A dashboard displays engaged email tracking, a list of tasks for a specific lead, and a drop-down email template builder.

Easily coordinate and track customer meetings with simple, integrated calendar scheduling.
A dashboard displays a button to book a meeting and all available meeting times currently open.

Cut down on manual data entry by automatically syncing contacts and emails to your CRM.
A dashboard displays an activity timeline based on information pulled from emails.

Drive channel sales and enhance the partner experience.

Partner Relationship Management

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Provide every partner with a meaningful, customized experience.
A partner profile is shown with current “gold partner status” as well as their current pipeline metrics.

Automate lead routing, quoting, and content to the right partners.
A channel owner shares new marketing materials with a partner, who is enthusiastic about it and the leads generated.

Put data at partners’ fingertips to boost channel ROI.

A dashboard shows a partner has a $12 million total opportunity won and also states the pipeline metrics.

Sales Cloud Pricing

Select your Sales Cloud edition below. Some editions already include Sales Engagement products, right out of the box. For the others, you can easily add the products you need.

Starter

Start fast with sales, service, and email outreach.
$ 25
User / Month
USD (billed annually)
  • Simplified Setup & Onboarding
  • Lead Management
  • Account & Opportunity Management
Try for free

Professional

The CRM for sales.

$ 75
User / Month
USD (billed annually)
  • Customizable Reports & Dashboards
  • Forecast Management
  • Quoting & Contracting
Try for free

Enterprise

The CRM for sales with analytics and API.

$ 150
User / Month
USD (billed annually)
  • Pipeline Management
  • Advanced Permissions
  • Workflow and Approvals
Try for free

Unlimited

The CRM for sales with automation, AI and development support built-in.

$ 300
User / Month
USD (billed annually)
  • Includes all capabilities
  • Premier Success Plan
  • Full and Developer Sandboxes
Try for free
View detailed pricing

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 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.

PRM is designed for companies of all industries with a well-established in-direct sales team, looking to grow and scale their partner network and turn every partner into a top performer.

Need help?

No problem. Chat with our sales experts or call us at 1-800-960-3691.