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An Outlook email to a prospect has options to set as meeting time with a Salesforce extension and sales cadence builder.

Sales Engagement

Sell faster with sales engagement built directly into your CRM. 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. Use the AI insights and recommendations of our sales engagement platform to identify prospects most likely to close.

What can sales teams do with a sales engagement platform?

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

Guide sellers with automation and AI.

Sales Engagement Intelligence

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 Sales Engagement window is shown with a to-do list for a lead that includes email, connection request, and phone call.

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 Sales Cadence Builder window shows a "re-engage dormant prospect" cadence with a pop-out to apply action.

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 Sales Engagement dashboard shows recent activity, action items, contacts, and lead score, with Einstein Scoring details.
A Sales Engagement window is shown with a to-do list for a lead that includes email, connection request, and phone call.
A Sales Cadence Builder window shows a "re-engage dormant prospect" cadence with a pop-out to apply action.
A Sales Engagement dashboard shows recent activity, action items, contacts, and lead score, with Einstein Scoring details.

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.

An Outlook window shows an email to a lead with meeting time options and a Salesforce extension with contact details.

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 Salesforce extension shows an email asking to adjust licenses, quick links to workspaces, and a pop out to adjust licenses.

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 chatbot window shows a customer message asking about adding stock, the chatbot gives available times to talk to a rep.
An Outlook window shows an email to a lead with meeting time options and a Salesforce extension with contact details.
A Salesforce extension shows an email asking to adjust licenses, quick links to workspaces, and a pop out to adjust licenses.
A chatbot window shows a customer message asking about adding stock, the chatbot gives available times to talk to a rep.

Get key sales engagement 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 window shows a lead with a high score, recent activity, a blurb from a meeting with a note that the close date is pushed.

Eliminate notetaking 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 window shows a video call recording with a talk track highlighted with insights, a transcript selection, and action items.

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.

A video call recording is shown with an option to add to a playlist collection, pulled mentions, and an option to comment.
A window shows a lead with a high score, recent activity, a blurb from a meeting with a note that the close date is pushed.
A window shows a video call recording with a talk track highlighted with insights, a transcript selection, and action items.
A video call recording is shown with an option to add to a playlist collection, pulled mentions, and an option to comment.

Get the most out of a sales engagement platform 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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Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you.

Become a Salesblazer with free, guided learning on Trailhead, tailored around sales engagement.

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.

A sales engagement platform goes beyond housing your customer data. It includes automated workflows for sellers to optimise their sales activities from account research to prospecting, all in the flow of work and from wherever sellers want to work — whether that's email, LinkedIn, or their CRM.