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Sales Engagement Software

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Compare the Top Sales Engagement Software of 2020

Lô đề sốCompare the best Sales Engagement software currently available using the table below.

  • 1

    Lô đề sốClickPoint Software

    Lô đề số ClickPoint helps salespeople by automating the complex sales follow up process. ClickPoint takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will more efficiently work their leads, with less complexity, helping them to win more deals. ClickPoint includes efficiency tools like; local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS, and email nurture to reach customers at the right time in their buying journey. ClickPointwill also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With ClickPoint, your team can handle thousands of leads with ease, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales followup.

    Starting Price: $55.00/month/user
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  • 2
    CallShaper Icon



    Lô đề số CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, telemarketing, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst maintaining compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.

    Starting Price: $75 per month
  • 3
    servicePath CPQ Icon

    servicePath CPQ


    QUOTE SMARTER, FASTER AND MORE PROFITABLY A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk? servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.

    Starting Price: $75 USD/user/month* (billed annually) Partner badge
  • 4
    OnePageCRM Icon



    Lô đề số OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls and notes, add deals, set Next Actions. All you need to close a contact is on one scrollable page - Send personalized emails in bulk with pre-saved custom email templates - Build deals and send quotes in seconds - Save time with smart sales automation features - Clip leads in a click from anywhere on the web and automatically add them to your sales CRM - Generate and send custom activity reports - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp & Mailchimp forms, Unbounce, Wufoo, Xero, Help Scout, Evernote, Google Apps, Zapier, and more! - World-class support: email, phone & chat

    Starting Price: $12.00/month/user
  • 5
    Freshsales Icon



    Give your sales team access to a better CRM with Freshsales. A feature-packed CRM and lead management software, Freshsales empowers high-veolocity sales teams to win more opportunities and take the guesswork out of sales. The platform features built-in phone and email, task management, appointments and notes, user behavior tracking, reporting, deal management, and so much more.

    Starting Price: $12.00/month/user
  • 6
    Cirrus Insight Icon

    Cirrus Insight

    Cirrus Insight

    Lô đề số Get the missing features for Gmail or Outlook. Cirrus Insight has everything you need in one solution. Salesforce integration: everything you need from Salesforce in your inbox. Add a little automation to your sales routine, and skip the busy work involved in manually logging activities to Salesforce. Cirrus Insight features: * Email Tracking & Templates * Drip campaigns * Follow up reminders * Meeting scheduling * Salesforce Integration * Attachment tracking * Add to Salesforce * Cirrus Insight Analytics * Cirrus Insight for Google Calendar * Cirrus Insight for Mobile * Create New Records in Salesforce * Edit Contacts & Leads * Email Templates and Campaigns * Get the Best of the AppExchange * Instantly View All Customer Info from Salesforce

    Starting Price: $27.00/month/user
  • 7
    Outreach Icon



    If you're looking to win more deals by personalizing, prioritizing, and analyzing sales activities, turn to Outreach. Outreach is the #1 sales engagement platform dedicated to make every sales team more effective at selling. From creating pipeline to optimizing sales workflows, Outreach helps to ensure that you achieve your sales goals. Top tools include sales sequences and dialer, sales email and tracking, outreach everywhere, sales intelligence, email and content templates, analytics and reporting, and coaching analytics.

  • 8
    HubSpot Sales Hub Icon

    HubSpot Sales Hub


    Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.

    Starting Price: $50 per user per month
  • 9
    Cloze Icon



    Lô đề số The no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social. Cloze automatically keeps track of your email, phone calls, meetings, documents, Evernote, LinkedIn, Facebook and Twitter. And everything from dozens of other services. And it's all organized for you — by contact, company, meeting, etc. — without any busy work. We’ll even grab email signatures so your contacts are always up-to-date.

  • 10
    amoCRM Icon



    amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails, and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love its powerful analytics, reporting and automation tools. It's the perfect messenger-based sales solution for entrepreneurs and SMBs.

    Starting Price: $15/month/user
  • 11
    Nimble Icon



    The Simple, Smart CRM for Office 365 and G Suite Teams. Skip the set-up. Nimble is the only CRM that builds itself for you. Thousands of teams are already working smarter everywhere with Nimble. Nimble gives you everything you need to organize your contacts. Build relationships, find opportunities, and reach your goals. Today Page organizes your pipeline, social signals, appointments, and tasks in one intuitive dashboard. Automatically combine contacts, social media connections, communications, inboxes, and calendar appointments with over 160 apps and CRMs into one unified relationship manager. Easily locate contact information and team's interaction history to access a 360-degree view of your customers and leads. You can also add notes to a record, update deal status, and access social handles.

    Starting Price: $19 per user per year
  • 12
    Centra Hub CRM Icon

    Centra Hub CRM

    Centra Hub

    #1 Custom CRM Software for Businesses. Boost your Growth by Automating Sales, Marketing and Service. Sales force automation tools to track, monitor and manage pipeline. Close more customers efficiently. Marketing automation platform for converting leads to sales with campaigns, email and more. Customer service platform for ticket management with SLA's across assets and service classes. Automate sales and lease of real estate assets intelligently with site visits, reservations bookings and possession. Reduce cost & equipment downtime while increasing team productivity with enterprise facilities & asset management. Dealership Management System (DMS) for simplified automotive inventory, marketing, sales and service management. Automate asset lifecycle across procurement, inventory tracking, transfers, maintenance and retirement of assets. Manage customers effectively with smart analytics for profiling, loyalty, trend analysis and order fulfillment.

    Starting Price: $8.99 per user per month
  • 13
    Yesware Icon



    Lô đề số Win More Business with the Easiest to Use Sales Software. Everything you need to prospect, schedule meetings and follow up. Nothing more (actually, great support too!). 100% free to install. No credit card required. Easily connect with your buyers via email, phone and social channels. Quickly schedule more meetings with your target buyers. Manage your follow up with the right message, at the right time. Deliver more new business, renewals, upsells, and cross sells. Data security and regulatory compliance is one of our highest priorities. We invest heavily in technology and partner relationships to keep our customer data secure.

    Starting Price: $12 per month per user
  • 14
    ClearSlide Icon



    Lô đề số Sales Enablement that Closes Deals. The most complete sales engagement platform for content, communications, and sales intelligence to make every buyer interaction count. Organize recommended content and team collections to ensure discoverability – making it easy to assemble and personalize content that is always up to date. Make every customer interaction matter — online, email, mobile, screen share and in-person communications made easy. Unprecedented visibility into every customer interaction – giving reps, sales leaders and marketers the engagement insights they need to make better business decisions. Guide sellers to the right content, at the right CRM stage – unique rules-based recommendations drive an awesome sales process and increase productivity. On-board faster and scale best practices – ClearSlide Replay recordings and performance dashboards support coaching and visibility into meetings, presentations, and slides.

    Starting Price: $35.00 per user per month
  • 15
    Costello Icon



    Lô đề số Be the sales team that customers trust, respect, and want to buy from. Sales co-pilot software that helps your team keep deals and conversations on track so you close more deals. Buyers don’t give us second chances anymore. Potential customers have already done their homework before they talk to us. They know they have options and have high expectations. If the way we sell doesn’t add value, buyers quickly move on to the company that does. Every deal you work is like its own project with a lot of moving parts. You have to remember to ask the right questions, take notes, manage deliverables, and follow-up with key stakeholders. The problem is your existing tools don't help you do this. Your CRM is a database designed to store information-- it doesn't help your reps sell. As a result, they depend on ad-hoc tools like notebooks, Google Docs, and spreadsheets to manage deals.

  • 16
    SalesLoft Icon



    SalesLoft is the leading platform for revenue teams to execute, coach, and gain insight throughout the deal cycle, at every stage. SalesLoft is not a CRM or marketing automation tool, its Sales Engagement - done right. Orchestrate every email, call, meeting, and customer interaction. Automatically track and log your tasks, activities, and engagement data to your CRM. Let your teams focus on selling, your managers on coaching, and your operations and leaders on strategy. SalesLoft automates human-to-human interaction between sellers and buyers. Unlike CRM, SalesLoft is where sales teams go to engage with prospects/buyers and execute their sales process with native conversation intelligence and opportunity management. SalesLoft was built for the entire revenue organization. SDRs, AEs, Full-Cycle reps, AMs, CS reps, and their managers all have access to features to optimize the complete customer journey.

  • 17
    Clearbit Icon



    Clearbit is a software organization that offers a piece of software called Clearbit. Clearbit is lead management software, and includes features such as lead segmentation. Some competitor software products to Clearbit include LeadIQ, MiO - Video Conferencing & Sales App, and Autoklose.

  • 18
    Legalesign Icon



    Legalesign is UK-based enterprise software to send, sign and manage contracts online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.

    Starting Price: £6.00 ($9.00)
  • 19
    Reply Icon



    Lô đề số Reply is a cloud-based contact management, lead generation, and email automation solution that is ideal for any businesses of any size. Reply is useable with human resources and recruiting, outbound and inbound sales, business development, fundraising, and others. Reply features contact management that enables users to manage prospective customers easily. Reply also allows users to manage drip campaigns by automating email outreach workflows.

    Starting Price: $20.00/month/user
  • 20
    Lead411 Icon



    Lead411 provides company intelligence, accurate contact data with direct dials & email addresses and a sales cadence tool to automate your email/sms outreach.

    Starting Price: $37.50/month
  • 21
    FunnelFLARE Icon



    FunnelFLARE helps you save time and sell faster by providing tools that allow you to automate many of your day to day tasks. FunnelFLARE sales process automation software will reduce your sales effort so you spend more time with those prospects that matter. Stop wasting time with prospects that are not ready to buy. Spend more time bringing in the big fish.

    Starting Price: $45/user/month
  • 22
    VanillaSoft Icon



    Lô đề số VanillaSoft understands better than anyone that - streamlining the lead generation call process, drives more sales. This is why they have created a full-suite cloud-based solution that incorporates everything found in a contact center software and combined it with the tools required by sales teams to route, manage and market prospects. Agents will can use the power of Progressive Dialing or Manually Dial their calls, using the in-app Call Scripting tool and Team Chat function. Meanwhile, team leaders can uptrain callers using tools like Call Recording, Quality & Queue Management, and automated performance reporting.

  • 23
    SmartCloud Connect Icon

    SmartCloud Connect


    Take calendar and inbox integration to the next level with SmartCloud Connect for Salesforce. A highly customizable, all-in-one solution for modern sales teams, SmartCloud Connect brings Salesforce right to your inbox so you can make document management flow more easily. With SmartCloud Connect, sales reps and managers, sales operations, and service professionals can get a 360 degree view of their clients right from their inbox, sync their emails, calendar, and contact to any custom object, know what happens with your email after sending, and so much more. SmartCloud Connect supports Office365, Outlook, Gmail, Mac, iOS.

  • 24
    Cliently Icon



    Use real time engagement to increase revenue. Timing has never been more important for your sales team. Create automated flows or send instant actions in under 60 Seconds. Your team will spend less time and energy on manual tasks and more time on responding to real prospects. Allow your sales and marketing team to create amazing experiences for your leads to help increase engagement by as much as 50%. We make it easy to search and manage your leads. You can search your active leads, and also search for new leads in our lead database. Looking for an amazing outreach automation tool? Cliently goes beyond email with both electronic and physical engagement options. Build your playbooks to match your process, add task reminders, call reminders, a reminder to engage on LinkedIn and more. Never miss a step to close the deal. Once your contacts are added to a flow, all emails will be visible in the Cliently lead card, making it easy to work from one place.

    Starting Price: $39 per user per month
  • 25
    Xoxoday Icon


    Lô đề sốXoxoday.com

    Xoxoday integrates with enterprise's daily-use Apps and helps to accelerate Goals and Behaviours that matters. There are 3 products in its suite currently viz. Compass, Empuls, and Plum. 1. Compass - Helps sales, channel, and operation managers to gamify goals and behaviours like sales quota for business managers, customer tickets for support teams and no. of deliveries for gig-workforce. 2. Empuls - Helps HR's and CXO's to engage corporate employees by aligning them to goals, empowering, motivating and collaborating them. 3. Plum - A corporate commerce store that has millions of merchants across 80+ countries. The merchants are from categories like gift cards, experiences and activities, travel, entertainment, and more. All 3 products can be consumed independently or in combinations.

    Starting Price: $8/User/Month
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What is Sales Engagement Software?

Sales engagement platforms, also known as SEPs, have been revolutionizing the way business people can track emails. This technology is typically sold in tandem with sales enablement technology and different types of sales acceleration. Although these products are typically designed for salespeople, there are also marketing efforts incorporated in a manner akin to ABM (account-based marketing) software. These combinations are used to create highly targeted outreach.

Teams dedicated to sales development are taking a great liking to SEPs despite the category's relatively recent emergence. Salesforce and other leading vendors in the marketing tools, email tracking, and CRM spaces are starting to announce products built specifically with sales engagement technology in mind.

Businesses have two primary goals when using a sales engagement platform. The first is to improve employee-customer interactions through various channels of communication. The second goal is to convert these potential customers into paying clients. Most of these products come with features that aid in optimizing productivity, increasing the velocity of sales, improving content, and boosting the overall customer experience.

Functionality of SEPs

Although the general function of sales engagement software remains the same, available functions will vary between singular products. The uniform theme present amongst each product is an individual and seamless interface used for analyzing, tracking, executing, and planning interactions with customers across several different platforms, including, social media, live chat, video, text, SMS, phone calls, and, of course, email.

Email has remained the primary form of communication for business overall and sales in particular. For this reason, most vendors have optimized their SEPs for this method of communication. Several of the sales engagement platforms available have email tracking capabilities built into their core in addition to a host of accompanying features like analytics for customer engagement, split testing capabilities, multi-dimensional support, and CRM integration.

Another important capability of this software is the function of scheduling and designing various sales sequences across a wide variety of channels and touchpoints. This makes it much easier to develop custom and unique content. This helps to automate a good portion of the standard workflow and can streamline sales cycles. Quicker sales and more information on account management are two tangible ROIs in regards to SEPs.

Integration with CRM Systems

When salespeople have trouble understanding the role that sales engagement software can play within their technology stack, it's helpful to visualize it in combination with CRM softwareLô đề số. Sales engagement software can essentially act as conductors that help salespeople to combine, organize, and share customer data as it's gathered through a variety of platforms. The CRM acts as the repository for this data.

Lô đề sốThere are many SEP models with the capability to integrate seamlessly with CRM software. Others get built directly into this infrastructure. Still, there are others that transform a salesperson's email into a management hub.

Lô đề sốIntegration is one of the main benefits that salespeople experience when using a sales engagement suite. Instead of jumping back and forth between various applications and programs, entering different sets of data, and browsing for specific information, everything is housed in one convenient location.

Standard Sales Engagement Features

Despite the recent development of this technology, the vast majority of sales engagement software products offer a standard set of features that revolve around email monitoring and tracking. However, other products include management features for other forms of communication such as social media, text messaging, and phone.

  • Integration with CRM software: Data regarding customer information across various channels of communication will be automatically logged-into CRM software such as salesforce.
    • Email platform compatibility: Sales engagement software works with a salesperson's current email account.
    • Engagement tracking: Salespersons have a deeper look at content management and conversion rates by seeing how long people look at certain attachments or slides.
    • Metrics for tracking email: SEPs provide tracking metrics such as click-throughs, reads, opens, and more.
    • Content templates: Users can take advantage of customized templates for reusable email structures.
    • Progression automation: Users can automate the progression of conversions and leads based on certain responses.
    • Campaign management: Users have the ability to create campaigns through sorting plans, leads, cadences, and/or templates like a campaign management system would allow.
    • Email automation: Reps have the ability to auto-reply to messages.
    • Email scheduling: Users can write an email but have it sent later.
    • Cadence: Salespersons can sequence and design various outreach campaigns with control over certain outcomes or intervals across different channels of communication.
    • Email reports: Reports can be created for individuals or teams based on different email metrics.
    • Content and email recommendations: SEPs recommend different actions based on the performance of your current campaigns.
    • Reminders to follow-up: Users can schedule certain reminds to follow-up on different emails.
    • Sales Intelligence: Users can build prospect profiles from customer information provided by various data sources gathered from B2B databases, contact databases, and sales intelligence platforms.
    • Click-to-call: There are call shortcuts through which reps can reach a customer fro within their email.

    Additional Features

    There are some sales engagement suites that have more features. This advanced software tends to focus on boosting customer experience, optimizing content, and providing accurate engagement analytics.

    1. Engagement analytics: This refers to the ability of SEPs to analyze various engagement metrics to determine which channels provide the highest level of positivity for the customer experience.
    2. Split testing: This feature gives reps the ability to compare and contrast the performance of campaigns on various platforms to determine which is providing the best return. This information also helps when optimizing one form of outreach. The end goal is a higher conversion rate and more clients.
    3. Conversation intelligence: This is the ability for software to analyze different conversations, determine what successful salespeople are doing, and highlighting these practices for others to copy.

    Sales Engagement Software Pricing

    Lô đề sốMany sales engagement software is available for a monthly subscription fee. This model is applied to each rep. The more fundamental sales engagement products with email tracking as their primary function can be found for as affordable as $10 per month. However, the advanced SEP software with engagement analytics, conversation across multiple channels, and integration with CRM software is much more expensive. These can cost around $100 per month or more.

    Quotes are given if requested since most vendors opt to not include the price on their sites. Many sales engagement platforms also offer a free trial.