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Sales interaction platforms are a relatively new sort of software, but they've swiftly established themselves as a staple in many companies' e-toolkits.
Sales involvement is as ancient as business itself, encompassing everything from door-to-door sales to email and beyond. In essence, sales engagement platforms aim to increase the effectiveness and quality of a company's outreach efforts.
People often mistake sales interaction platforms for a CRM or comparable software when they hear the phrase. They could also mistake it with sales enablement systems, which are solutions for hiring, training, supplying, and evaluating sales team employees and procedures.
While there is considerable overlap among these, sales engagement platforms stand alone as a critical component of many firms' arsenals. We'll break down the major elements of a good sales engagement tools/ platform and provide you with 12 choices to trial for yourself in this guide.
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The most effective sales engagement tools
Sales interaction platforms are a relatively new sort of software, but they've swiftly established themselves as a key component of many companies' e-toolkits.
Although sales engagement platforms are relatively new, sales engagement encompasses any type of outreach, from door-to-door sales to email and beyond. In essence, sales engagement platforms aim to boost the effectiveness and quality of a company's outreach efforts.
People often mistake sales interaction platforms for a CRM or comparable software when they hear the phrase. They could also mistake it with sales enablement systems, which are solutions for hiring, training, supplying, and evaluating sales team employees and procedures.
While there is considerable overlap between all of these, sales engagement platforms are a must-have for many firms. We'll break down the major elements of a good sales engagement platform in this article and provide you 10 options to try for yourself.
The finest sales engagement software has five features.
Before we go into the nuances of particular sales engagement platforms, it's crucial to understand what all successful sales engagement platforms have in common. Regardless of the platform you use, make sure your tool ticks all of these boxes.
1. Easily navigable
There's no use in utilizing software that makes you want to smash your skull against your keyboard. This is one of the qualities that applies to any software, regardless of sales engagement.
If it's difficult to use, you'll virtually always lose time trying to figure out how to use it and addressing problems when anything goes wrong.
Also Read: The Evolution Of The B2B Sales Funnel: How To Embrace Change?
2. Comprehensive personalization options
Because personalization is so important in modern marketing, any sales engagement platform you choose should have robust capabilities that enable you to customise your sales outreach material to specific recipients. Because email accounts for the majority of sales outreach these days, it's critical to select a platform that enables for detailed email personalisation.
3. Compatible with various well-known systems
Although sales involvement is critical, it is not the sole aspect of the business.
A solid sales engagement platform must integrate with all other software in your company suite, such as project management tools, communication platforms, and so on, to ensure that everything functions smoothly.
If a sales interaction platform lacks the connectors you want, manually transferring data from one platform to another may slow down your process.
4. Sales funnel omnichannel
Your sales engagement platform must interface with other technologies in your stack, just as each component of your sales engagement program must integrate with the others.
Essentially, no one aspect of the sales outreach campaign should be overemphasized in your sales engagement platform. Instead, it should combine numerous channels such as email and phone outreach into a single, unified system that can be quickly and efficiently handled.
Also Read: B2B Outreach Techniques That Helped Us Win the First 10 Customers
5. The AB test
Because the world revolves around data, a sales engagement platform that can't assist you in retrieving and analyzing data on your own sales approaches won't go you very far.
Because AB testing is such an important aspect of contemporary sales, you'll want to be sure your platform allows you to run these tests in order to improve your sales programs and get better results.
10 of the most effective sales engagement platforms
Let's dive into the nitty-gritty and look at some of the greatest solutions on the market now that we know what constitutes a strong sales engagement software.
1. Mailshake
Cost: $59 per month
Free option: None
Don't be fooled by the name: Mailshake is much more than an email client. Using just a few clicks, you can create sales sequences that span phone, email, and social media with Mailshake.
Mailshake features strong personalization and automation options, such as automated follow-ups and email templates, to help you improve your sales cycle. You won't have to worry about misdialing a number or spending time calling huge lists of leads because the platform contains an autodialer.
2. Playbooks by Xant
Not available in any price range
Free option: Unknown
Xant's Playbooks sales interaction software makes extensive use of artificial intelligence (AI). Playbooks utilizes AI to prioritize the most profitable leads so sales professionals can deal with them first. The program also gathers a lot of information about leads and prospects, which it subsequently utilizes to drive your sales efforts.
If you want to keep your salespeople motivated, Playbooks has a leaderboards function where they may compete against one another.
3. VanillaSoft
Monthly cost: $80 per user
Free trial period of 14 days
VanillaSoft's sales engagement platform contains a number of automated capabilities to help you enhance your workflow, including queue-based lead management, which organizes leads in the order in which they should be contacted.
It also has add-on capabilities like auto-dialing and the ability to integrate and share data with other platforms.
VanillaSoft is a good and fairly priced program, however it is a little clunky in comparison to some of its competitors. The UI isn't as beautiful as other options, and it's a little more difficult to use.
4. ClearSlide
Costs $35 per month per user (details)
There is a free trial option available.
ClearSlide is a sales optimization tool that makes extensive use of content, such as presentations, slideshows, and other media. One of its standout features is its shared content library, which all members of the sales team can use to discover the relevant information to send to leads at the right time.
It also has built-in web conferencing, so you can arrange and hold video meetings right from the platform. Meeting information and statistics are instantly synchronized back to the CRM, ensuring that all lead information is accessible in one spot.
Also Read: Optimize Your e-Commerce Funnel with Email Marketing
5. Reply
$70 per month for each user
a 14-day free trial is available.
Reply is a discovery and automation-focused sales engagement platform. Reply provides limitless email searches through LinkedIn in addition to the standard sales engagement features. Not only will you be able to engage your leads more effectively, but you'll also find it easier to locate them.
It also produces a to-do list based on your sales cadence to remind representatives to email, phone, or message leads at the appropriate times, as well as allowing voice calling from inside the platform.
6. RevenueEngage
Price: No information provided
There is a free trial option available.
RevenueEngage, RevenueGrid's sales engagement solution, includes multi-channel outreach, personalisation, and analytics. Users may design multi-step sequences in the platform, including both manual and automatic phases, and then schedule and preview emails.
RevenueEngage automates choices like halting a series once a response is received using AI and user-defined algorithms. It also includes important connectors with Salesforce and Zoom, but it lacks several major ones, such as Hubspot.
7. Freshsales
Freshsales starts at $12 per month (details)
Free trial period of 21 days
For optimal productivity, Freshsales integrates sales engagement software with a full-featured CRM. By including sales interaction capabilities within its CRM, all lead data and communications are centralized, making it simple to nurture prospects through the sales funnel.
You can manage email cadences, make and record phone conversations, send voicemails, personalize campaigns, and automate follow-ups with Freshsales.
8. Dealhub
Price on Dealhub: Not available
Unknown (free option)
Dealhub's sales engagement tool differs from the others on this list in that it is based on the creation of "Dealhubs" within the platform. These are interactive sites that may be customized for each potential customer.
Sales people may then customize each Dealhub with relevant material and resources, as well as set calls to action based on the stage of the lead's funnel. Throughout the sales process, Dealhub also allows representatives to submit personalized pricing quotations and produce various paperwork and contracts.
9. Outreach
Cost: Not provided
Unknown (free option)
Outreach is one of the most popular sales interaction platforms on the market, and for good reason: it's easy to use and has all of the features you'd expect, such as auto-dialing, call recording, lead scoring, data management, and more. It also connects with other business applications such as Salesforce, Gmail, Google Calendar, Zoominfo, and others.
While Outreach is generally positive, it may be daunting for newbies, and several key integrations are missing.
10. Groove
Price: Currently unavailable
Unknown (free option)
Groove is a sophisticated sales engagement platform with powerful automation tools to help you optimize your sales cycle and ensure that your team is performing at its best.
Its automated multi-channel processes save salespeople time by allowing them to automate various tasks across several sales channels. Groove also facilitates collaboration by splitting separate account lists into workspaces where team members may collaborate in real time, similar to Google Docs.
Local presence dialing is one of Groove's highlight features, which automatically selects an area code that is local to your lead's region to maximize the likelihood that they will pick up the phone. When used with Groove's autodialer, this can significantly increase your phone's efficiency.
Also Read: B2B Outreach Techniques That Helped Us Win the First 10 Customers
Conclusion
Sales engagement tools are critical components of any modern company's arsenal. When selecting a sales interaction platform, make sure it meets the following criteria:
User-friendly
Feature-rich
Compatible with your current tech stack
The ability to create omni-channel cadences
Allows you to do an AB test.
Any of the alternatives on this list can help your company grow, but some are more suited to your needs than others. Keep in mind that the best option for you will be determined by your specific business.
