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Buyer's Guide Read Buyer's Guide

Typical Features

  • Ensures all the members of the sales teams satisfy clients by upgrading activities and answering questions in real-time. Team Management
  • Allows sales executives to set up and send follow up messages to the customers automatically. Sales Activity Automation
  • Sales managers can track and monitor the performance of sales teams to eliminate errors or enhance performance. Performance Analytics (Sales)
  • +10 more

Prices

69% software offer free trial

21% software offer freemium model

Software in Spotlight

monday.com logo

monday.com

4.5

Apollo.io logo

Apollo.io

2.4

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Showing 1 - 20 of 70 Products

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

SalesLoft logo
Sales Engagement Platform For Revenue Teams 4.6 Based on 3282 Ratings
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What is SalesLoft and how does it work?

SalesLoft is a sales engagement platform for revenue teams to engage and communicate better with their customers. It also helps these teams build pipelines, manage deals, and close revenue. Sales development teams can build pipelines by identifying, developing, and qualifying leads. The tool helps to meet and exceed the revenue goals by building momentum. Prospecting and opportunity management enables account executive teams to close more leads. They can execute account-based strategies at scale and improve the buying experience for customers by providing the sales reps with the right information at the right time. SalesLoft works as a single provider for various tools like SalesLoft Mobile, Conversation Intelligence, and comprehensive opportunity management which improve the sales engagement. Customer success teams can then enhance the post-sales experience to maximize customer retention. SalesLoft enables organizations to grow and retain a high performing revenue with tools like Smarter Coaching and CRM Data Quality Improvement. It also helps to align the marketing and sales account-based strategies that ensure unified messages to customers.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 100%
  • Reviews 90%
  • Momentum 67%
  • Popularity 96%

SalesLoft Pricing

  • Free Trial Not Available
  • SalesLoft Offers Custom plan.

97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

SalesHandy logo
Turn your emails into a Growth Engine 2.9 Based on 276 Ratings
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What is SalesHandy and how does it work?

SalesHandy is a sales engagement platform that enables sales teams to scale their email outreach operations seamlessly. Campaigns on SalesHandy are the easiest way to schedule and send hundreds (or thousands) of multi-stage automated follow-up emails to your leads at once. Complete with add-ons like email verification and real-time notifications on email opens and clicks, along with customizable tracking links, it’s the most robust platform for sending out bulk sales emails. SalesHandy has one-click integrations with Outlook and Gmail, along with SMTP connections to all other email services.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 100%
  • Reviews 89%
  • Momentum 70%
  • Popularity 91%

SalesHandy Pricing

  • Free Trial Available
  • Starts at $27.00. Offers Custom plan.

96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Cirrus Insight logo
Deliver seamless customer service and increase sales with Cirrus insight 4.2 Based on 2834 Ratings
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What is Cirrus Insight and how does it work?

Cirrus Insight is a comprehensive CRM solution and sales productivity plugin for Salesforce offering automated tools to drive sales through communication. Its expert services are also trusted widely by companies such as Samsung, Logitech, Kaplan, and Ecolab among others. With comprehensive features, Cirrus Insight delivers unparalleled solutions to businesses facilitating exceptional customer service. Salesforce sidebar lets businesses transfer all their customer and data pipeline to email for easy access. Also, calendar scheduling lets users share their calendars with in-house team members, book meetings, and add them to Salesforce in an instant. With powerful salesforce syncing capabilities, individuals can sync multiple meetings, tasks, assignments, and emails automatically. Moreover, informative analytics features within the same provide detailed sales-related activity, helping users take the right steps to enhance sales. Cirrus Insight lets users track attachments to ensure proper delivery. Furthermore, buyer signals help companies track website visits, follow up on the latest trends and provide offers. Sales cadence enables multi-touch outreach via personalized emails, phone calls, and follow-ups for improved services.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 95%
  • Reviews 99%
  • Momentum 64%
  • Popularity 88%

Cirrus Insight Pricing

  • Free Trial Available
  • Starts at $7.00.

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Outreach logo
The leading Sales Engagement platform 4.3 Based on 3273 Ratings
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What is Outreach and how does it work?

Outreach is one of the leading sales engagement apps. It delivers insights and performance resulting in client satisfaction and acceleration of revenue. Outreach boosts the productivity of sales teams by prioritizing and automating all customer touchpoints throughout the sales process, empowering them to book more meetings, drive more pipeline and exceed revenue growth. Outreach provides an integrated view of all prospect-related information by placing actionable data intelligence at the fingertips of sales representatives. Every year, thousands of customers rely on Outreach to improve collaboration between sales and marketing and transform the sales process. A unique feature of Outreach is the email and call sequencing where the dashboard shows sequences that help sales reps to monitor and understand their campaign status whether they are using cold calling or email as a technique. The coaching analytics feature of outreach is another interesting feature that allows sales managers to review the performance of their sales reps and determine whose performance is the best from top to bottom. Some of its other features include Salesforce integration, data management, lead scoring and many more.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 100%
  • Reviews 93%
  • Momentum 66%
  • Popularity 92%

Outreach Pricing

  • Free Trial Not Available
  • Outreach Offers Custom plan.

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Groove logo
The leading software to engage your accounts 4.7 Based on 2189 Ratings
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What is Groove and how does it work?

This is one of the leading sales engagement platforms trusted by over 40,000 sales professionals. Groove is built for both inbound and outbound sales teams. It helps sales representatives to spend more time closing deals by streamlining each stage of the sales process. A minimum of 5 users are required in your sales team and Groove specializes in helping salespeople engage in accounts, boost revenue and grow the pipeline. It ensures that campaigns are not only timely but also maintain quality communication. With Groove, salespeople can build multi-step campaigns called “Flows” which gives a better view of which prospects are responding. This feature also ensures that you deliver the right message to the right recipient at the right time. In addition, it also sends follow up messages to the leads and collaboration of the entire team. Groove helps in finding the right solutions to fix errors by providing valuable insights into the system. This also includes templates for call scripts and emails and other sales activities. Overall, this is a well-liked and widely used platform for sales management.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 100%
  • Reviews 90%
  • Momentum 60%
  • Popularity 84%

Groove Pricing

  • Free Trial Not Available
  • Groove Offers Custom plan.

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Yesware logo
The ultimate sales toolkit and emailing solution 4.5 Based on 1603 Ratings
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What is Yesware and how does it work?

Yesware is an all-in-one emailing and sales toolkit software solution that provides a comprehensive array of features for your sales team to monitor email outreach activity, quickly test what works and what doesn't, and share the data with the rest of the team so they can get better results quicker. It eliminates the need of manually organizing your outreach or using spreadsheets drags down and allows your sales staff to focus on creating connections and completing transactions. With Yesware, you can see if prospects have received and opened their emails, and whether or not they should follow up. You can determine which emails are effective or when a lead is interested. You can also determine how much follow-up is required for each client to seal the deal. Users can use attachments, images, links, and merge fields to enhance their emailing strategy. The platform enables you to save your best-performing emails as templates for your entire team to utilize. Additionally, you can make use of Yesware’s library of ready-to-use messages for every stage of the sales process.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 92%
  • Reviews 91%
  • Momentum 64%
  • Popularity 93%

Yesware Pricing

  • Free Trial Available
  • Starts at $15.00.

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

VanillaSoft logo
Your inside sales process simplified 4.6 Based on 528 Ratings
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What is VanillaSoft and how does it work?

This sales engagement tool is focused on the art of selling. VanillaSoft gathers all the information about leading prospects and clients and puts them into action. It combines unique cadence automation with data management to help boost your sales operation. It offers queue-based routing that allows sales representatives to call the right lead at the correct moment. The engagement platform of Vanillasoft eradicates administrative activities and automates workflows for better practice of sales activities. VanillaSoft is preferred over traditional CRM software as it offers a level of innovation and productivity to the sales teams. With this software, users can monitor the performance of individual team members and assist in additional lessons or training if required. It also features performance visibility that can analyze all call activities very easily and offer better trends for improving the sales process. Sales leaders can also measure the quality of lead channels to enhance the efforts of inbound marketing.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 100%
  • Reviews 86%
  • Momentum 64%
  • Popularity 90%

VanillaSoft Pricing

  • Free Trial Available
  • Starts at $80.00.

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Outplay logo
Your multi-channel sales building platform 4.8 Based on 169 Ratings
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What is Outplay and how does it work?

Outplay is a versatile sales building and engaging platform, developed specifically for the efficient management of goals, objectives, and sales team of your enterprise to close more deals quickly. It provides multi-channel tools and features that assist you in engaging your buyers via phone, email, text, SMS, Twitter, or Linkedin. Outplay is a smart platform that helps you in engaging pre-qualified leads and prospects by using a simple dialer from within your browser. It enables content management, call monitoring, team management, and call recording- all from a single place. It additionally assists the user in automating their emails, sales activity, CRM, and inbox for smooth functioning of the workflow. Users can obtain their in-depth performance analytics and stats to manage and plan their future moves with Outplay. It is an advanced platform that can be integrated with Zapier, Salesforce, Pipedrive, and many other softwares for improved functioning.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 100%
  • Reviews 80%
  • Momentum 64%
  • Popularity 83%

Outplay Pricing

  • Free Trial Available
  • Starts at $79.00. Offers Free-forever and Custom plan.

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Mixmax logo
Eliminate busywork and focus on building better customer relations 4.6 Based on 986 Ratings
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What is Mixmax and how does it work?

Mixmax is professional productivity software that is specially designed for Gmail. This sales management platform helps users convert prospects into paying customers through 1:1 interaction. It upgrades email applications’ functionality and empowers users to generate revenue at every step of their business journey. Mixmax offers a wide variety of features that help users enhance their business communication strategy and automate functions as well. Moreover, businesses can depend on the same to share their calendars, stay organised and involve teams in all changes. Admins can even track emails in a precise way and monitor the readability metrics in an efficient manner. Moreover, with the ability to schedule email sequences, Mixmax lets users send personalised emails, share to-do lists, promotions, and more in an instant. The platform is TrustArc Certified besides being compliant with GDPR policies and SOC 2 Type 2 metrics,

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 98%
  • Reviews 82%
  • Momentum 65%
  • Popularity 88%

Mixmax Pricing

  • Free Trial Available
  • Starts at $9.00. Offers Free-forever and Custom plan.

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Autoklose logo
Close more deals faster 4.6 Based on 359 Ratings
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What is Autoklose and how does it work?

Autoklose is a sales email automation platform powered by machine learning. Their searchable database is jam-packed with millions of verified B2B leads. Pick a niche, generate a targeted list, turn autopilot mode on, and you’re done.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 93%
  • Reviews 87%
  • Momentum 61%
  • Popularity 89%

Autoklose Pricing

  • Free Trial Available
  • Starts at $49.99. Offers Custom plan.

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

PersistIQ logo
The sales engagement tool with the simplest cleanest interface 4.5 Based on 267 Ratings
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What is PersistIQ and how does it work?

PersistIQ is a sales engagement platform that makes outbound sales more effective. Sales representatives can launch personalized campaigns with various touchpoints in a few minutes to initiate more conversations from cold leads. This software helps to eliminate mistakes that keep occurring frequently such as misformatted emails, forgetting to follow-up or crossed lines of communication. PersistIQ works best for any individual in the B2B space. It works very well with tools like GetProspect that scrap targeted searches on LinkedIn to receive verified emails of decision-makers. This is a great tool to use if sales leaders wish to generate cold emails and warm conversations from a list of prospects. An outside sales representative or company may utilize this sales engagement tool to reach multiple companies with the same message, a feature known as mass emailing. Overall, this is a very well suited software for salespeople who have a lot of cold email lists and are trying to generate awareness for their company.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 100%
  • Reviews 79%
  • Momentum 62%
  • Popularity 79%

PersistIQ Pricing

  • Free Trial Available
  • Starts at $59.00.

90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Klenty logo
Promote personalized marketing campaigns for better deals 4.6 Based on 254 Ratings
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What is Klenty and how does it work?

Klenty is an intuitive sales engagement software that helps teams send personalized emails, automate follow-ups at scale, enhance their sales outreach and fill up CRM forms. Moreover, comprehensive tools made available within the software are designed in an exclusive way helping teams to get more replies than they had expected. Klenty makes sure that the sent emails do not land into the spam folders and get delivered straight into the customers’ primary inbox. Also, sales teams can depend on the particular to prioritize individual calls and keep themselves focused on the targeted customers, facilitating enhanced business deals. Added features like A/B test templates, CRM automation, batch execution in focus mode, subject lines, call-to-action and stats comparison are of great help. Furthermore, active integration facilities with external platforms like Pipedrive, Zoho, Hubspot, Salesforce, Zapier and Slack turns out to be quite useful in the long run.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 98%
  • Reviews 60%
  • Momentum 73%
  • Popularity 86%

Klenty Pricing

  • Free Trial Available
  • Starts at $35.00.

90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

LaGrowthMachine logo
Save time and concentrate on completing transactions 4.7 Based on 7 Ratings
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What is LaGrowthMachine and how does it work?

LaGrowth Machine is a lead generating platform that automates manual sales rep activities so you can concentrate on what really matters: closing transactions. It enables you to import your contacts from a variety of sources, such as CSV files, SalesNavigator and so on to develop your audiences. With LaGrowth, you can enrich profiles with scraped data from other networks using twitter, workplace, phone, website, and email. You build highly targeted prospect routines on emails, Twitter, LinkedIn, and other channels to reach your goals and engage in discussion with your prospects. The platform assists the sales team in improving their email sequences by introducing additional automated channels. It allows you to do lead sourcing, enrichment, and messaging all in one spot. By designing complicated sales campaigns using a single platform, you can vastly enhance your sales automation approach with the LaGrowth Machine platform. LaGrowth Machine enables you to revive dormant leads through channels other than email, significantly improving the effectiveness of your marketing. You can also use LGM's LinkedIn import and enrichment tools to develop your database on a daily basis.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 95%
  • Reviews 71%
  • Momentum 72%
  • Popularity 79%

LaGrowthMachine Pricing

  • Free Trial Available

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Revenue Grid logo
Streamlining sales workflows gets a lot easier with Revenue Grid 4.4 Based on 478 Ratings
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What is Revenue Grid and how does it work?

Revenue Grid is a guided intelligence operation and revenue generation platform that provides step-by-step guidance to the sales team leading them to drive in more revenue with less guesswork and better consistency. Contextual and actionable notifications provided by the platform turns out to be of great use, helping the entire sales team with the discovery of loopholes and adequate actions. Also, businesses can depend on the same to manage operations, track changes and streamline shifts as per convenience. At present more than 25000 companies across different geographical backgrounds depend on Revenue Grid for their regular business operations, helping them remove guesswork, schedule unified and organized sales approaches, get access to real-time signals and gain visibility into accurate pipelines as well. Deal guidance, sales forecasting, automated data capture, Gmail integration and sales coaching are some of the exclusive benefits provided by the software.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 98%
  • Reviews 60%
  • Momentum 65%
  • Popularity 88%

Revenue Grid Pricing

  • Free Trial Not Available
  • Revenue Grid Offers Custom plan.

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Datananas logo
Personalize emails and automate follow-ups 4.9 Based on 35 Ratings
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What is Datananas and how does it work?

This is a unique sales engagement software that aims in helping sales and marketing teams to reach their business goals. Datananas is a SaaS-based platform that helps in sending targeted, automized and personalized email scenarios to leads, and set up more appointments directly to the sales team calendar. This sales platform helps in consolidating the B2B sales data, targeting strategic key accounts and facilitating sales engagement through one to one email communications. With Datananas, sales teams can use professional social networks such as Viadeo and Linkedin to create highly targeted B2B lists. The data is exported and enriched with email addresses and phone numbers into the user’s marketing automation tool or CRM. this software contains an e-learning platform which helps in coordinating sales and marketing teams to enhance their skills. It also provides support in building personalized and intelligent emails which are the key to great sales results. In addition, smart links help to move information smoothly between the software applications so the user can focus on the most important work and track sales activities simultaneously.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 95%
  • Reviews 72%
  • Momentum 64%
  • Popularity 87%

Datananas Pricing

  • Free Trial Available
  • Datananas Offers Custom plan.

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

SmartReach.io logo
Cold emails & follow-ups made easy 4.9 Based on 26 Ratings
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What is SmartReach.io and how does it work?

SmartReach.io is an email automation software designed to let users schedule and send personalized emails and follow-ups automatically from their mailbox and boost their reply rates. The ability to create unlimited campaigns and to store an unlimited number of prospects. The ability to create any number of custom merge-tags which in turn provides utmost personalization. The consolidated inbox of all your email accounts at one place with a 360-degree view of prospects.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 93%
  • Reviews 75%
  • Momentum 70%
  • Popularity 81%

SmartReach.io Pricing

  • Free Trial Available
  • Starts at $23.00. Offers Custom plan.

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

MindTickle logo
Discover the latest trends in sales onboarding programs 4.6 Based on 1280 Ratings
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What is MindTickle and how does it work?

MindTickle is a feature-rich sales onboarding software, which helps enterprises detect emerging trends that are responsible for driving business growth. The software help teams enhance their sales capabilities, including customer-facing excellence with its data-driven intelligence. It also enables users to enhance their sales skills, by offering advanced training materials across several devices along with micro-learning, gamified and social training sessions. Businesses get to collaborate with their clients using a wide variety of relationship management tools offered by the software. They can share active updates on competitors’ movements and certify their partner channels with appropriate training programs. The software empowers executives and partners with a general model of capabilities and competencies that enhance their customer-facing expertise. Moreover, enterprises from different industries such as technology, medical, financial services, manufacturing, etc., can use MindTickle to create awareness for their online sales events and get seller engagement levels within events enhanced in an effortless manner.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 91%
  • Reviews 96%
  • Momentum 67%
  • Popularity 81%

MindTickle Pricing

  • Free Trial Not Available
  • MindTickle Offers Custom plan.

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Prospect.io logo
Get the best multi-channel sales automation platform 4.1 Based on 61 Ratings
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What is Prospect.io and how does it work?

Prospect.io is a multi-channel sales automation platform which assists in increasing the outbound sales team productivity with ease. With the help of this software, users can start more conversations, close more deals and carry out all sales prospecting without any difficulty. One can build high-quality lists using powerful tools and speed up the entire process. The software even allows one to automate outbound by combining personal emails, following-up calls and taking the help of multi-channel campaigns to reach out prospects. The flexible features available here enable users to increase productivity and make the most out of their sales efforts. Lastly, one can analyse the campaign performances, focus on the objectives and improve their sales track record successfully. The software has been designed in a unique way, which allows one to integrate it with the existing technologies easily. Also, it offers a 2-way sync integration where users can focus entirely on the job and not just the processes.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 93%
  • Reviews 80%
  • Momentum 60%
  • Popularity 80%

Prospect.io Pricing

  • Free Trial Available
  • Starts at $19.00.

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Mailshake logo
Automate Cold Outreach Write a Review
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What is Mailshake and how does it work?

Mailshake is an invaluable tool for Cold Email Outreach. It helps to build relationships and promote content with ease. Schedule follow-ups and collaborate with your team to send customized messages. It comes with a free list-cleaning with API, A/B testing, Conversion Tracking, and automated suggestions. Also, it offers templates to create a personalized email campaign and reduce spam. Moreover, it integrates with Google Sheets, Salesforce, and other software to improve the user experience.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 95%
  • Reviews 60%
  • Momentum 64%
  • Popularity 88%

Mailshake Pricing

  • Free Trial Available
  • Starts at $58.00. Offers Custom plan.

Pricing Insights for Sales Engagement Software

  • The Average Cost of a basic Sales Engagement Software plan is $37 per month.

  • 69% of Sales Engagement Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 21% offer a Freemium Model Allows users to access basic features at no cost..

List of Sales Engagement Software

PRODUCT NAME SW SCORE AGGREGATED RATINGS
SalesLoft SalesLoft 98 4.6
SalesHandy SalesHandy 97 2.9
Cirrus Insight Cirrus Insight 96 4.2
Outreach Outreach 95 4.3
Groove Groove 94 4.7
Yesware Yesware 94 4.5
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Mixmax Mixmax 92 4.6
Autoklose Autoklose 91 4.6

Overview

Sales Engagement Platform (SEPs) or Sales Engagement Software is designed to gather all the business communication channels into one place. This means incorporating systems like email, CRM, and all social media accounts into one unified user interface. Once the order has been installed and set up, the sales engagement software allows users to create a coordinated sequence of outbound activities across a customized range of channels. Customers can be contacted via emails, phone calls, Linkedin connection requests, including printing out physical assets like product samples or books. The purpose of a sales engagement software is to allow sales teams to work efficiently in a unified manner. It helps in effective time management as users don't need to work across different platforms at once, as the software puts everything in one place.

What is a Sales Engagement Software

Connecting with prospective clients and having their attention focused on the brand has been the primary objective of sales representatives for ages. Even if sales teams do get a hold of the desired prospect, maintaining their interest is complicated as ever. In the last decade, Customer Relationship Management or CRM has been the most common solution to these problems. CRM providers offer new tools and features which aims to strengthen customer relationships. But another type of solution has been gaining popularity recently which is known as Sales Engagement Platforms. So how have these platforms benefitted sales teams in building client relationships?

Why should you use sales engagement software?

With an increasing focus on sales efficiency, it’s high time for sales organizations to take the assistance of sales engagement software. Such software makes it easier to track sales presentations and proposals with the help of online presentation tools. The majority of the sales team are now switching to sales engagement software because it helps them to create presentations with ease and saves a lot of time, which allows them to utilize that time in some other work. This further enhances the productivity and efficiency of the organization. In addition to that, it helps in boarding the sales reps quickly and you must already know that faster sales reps allow beginning the selling process more quickly. Nowadays, the buyers prefer to obtain the information digitally and with the help of an online presentation tool, you will be able to send customizable URLs to the consumers and the rest of the tasks will be performed by the buyer. Moreover, the sales executive should be armed with information regarding who the buyer is, what they care about, what their needs are and so on.

Benefits of Sales Engagement Software

  • Improved pipeline forecasting: In order to successfully manage an organization's pipeline, the sales team must know the number of possibilities in the pipeline. A sales engagement tool will help in enhancing their timing for follow-up activities. In addition to that, the Sales Engagement Platform aid in engaging them more with the possibilities via the approach of insightful selling. It helps the firms to know the importance of every single deal in the pipeline and the win rate.
  • Hassle-free Sales Content Management: Sales management software provides your sales team with engagement analytics that helps them to decide regarding the content, which is famous among the audience. It will be a vital benefit for your organization and will also boost the rate of success. The sales team will now be able to understand the requirements of the customers in real-time. The content can be further modified by the sales reps to attract more sales and more guided selling. Nowadays, mobile devices can be found in the majority of the hands and mobile responsive sales engagement software helps in providing more customer engagement and allows sales agents to perform the tasks on the go. This will not only save the time of your sales reps but also provide them with extra time to focus on gaining new customers.
  • Allows constant communication: Communication is one of the most important things in the world of business and you should always maintain contact communication with your clients. Sales engagement platforms allow you to interact with potential buyers through various mediums of communication such as SMS or email. Moreover, it makes conducting live pitches and sales presentations hassle-free.

Key Features of Sales Engagement Software

Sales engagement software is crafted to assemble all the business communication channels into one place. It allows the sales reps to generate a series of coordinated outbound ventures across a customized list of channels. This software aims at allowing the sales team to work more effectively and efficiently.

  • Performance analytics: This feature allows the users to trace, aggregate, and conceive the vital performance indicators over time, which is very beneficial compared to the conventional way of reporting on a point in time. It will also allow you to find out where the company needs improvement and where the firm is doing well.
  • Email automation: As discussed earlier, communication is the key in the world of business and the sales rep should not spend their entire time sending emails to stay communicated. Rather, they can use sales engagement software and automate the process of sending emails, which will not only save time but also keep them connected with the consumers.

Who is using Sales Engagement Software

Sales Engagement platforms are basically used by the sales reps of an organization and sales reps are the ones who are responsible for communicating with the consumers and maintaining the sales rate of the business. They can use this software to maintain constant communication with potential consumers and also focus on gaining new consumers at the same time. The sales team can take the help of mobile applications of sales engagement software to finish their tasks like updating their records on the CRM system on the go. They can also use it to find out what the consumers actually want from their organization.

Top Factors to Consider Before Buying Sales Engagement Software

The top priority of sales leaders has always been smooth interactions between sales teams and buyers or customers. Sales engagement is so important that 90% of sales teams plan to invest in methodologies and technologies to help the sellers engage effectively with their customers and prospects. So whether you are going for a free sales engagement software or a paid one, you must keep in mind the following points.

  • Channels: These are the primary sales delivery mechanisms for communicating with customers. A good sales engagement platform must support a variety of communication channels that include texting, email, web conferencing and social media platforms such as LinkedIn.
  • Content and messaging recommendations: This technology allows real-time recommendations to be made to representatives during execution. For instance, presentations or email templates provide content that sellers must use. Real-time recommendations might provide instant answers to buyer’s queries.
  • Optimization: This provides an in-depth analysis of the sales engagement process followed by data-driven automated suggestions in some cases. Sales engagement technologies include meeting intelligence and conversation, both of which analyze and record conversations.
  • Sales Activity Automation: Sales automation means that the software automates the manual, time-consuming activities that sales representatives and managers do on a daily or monthly basis. For instance, sellers often lose deals as they forget to send followups and issues are often overlooked for a long period of time, which damages the company’s reputation. Sales automation is a solution to all these problems.

Features

Typical Features

Team Management

Ensures all the members of the sales teams satisfy clients by upgrading activities and answering questions in real-time.

Sales Activity Automation

Allows sales executives to set up and send follow up messages to the customers automatically.

Performance Analytics (Sales)

Sales managers can track and monitor the performance of sales teams to eliminate errors or enhance performance.

Email Automation

Automates the emailing process by sending out targeted messages to clients based on time and specific actions.

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Content Management

Helps you to create and customize your contents to make user and SEO friendly

Email/Call Sequencing

Arranges email and call lists into different segments or sequences that maintain data in a systematic manner.

Call List Management

Maintains a systematic order of all the important phone numbers of clients.

Inbox Integration

Integrates with your email inbox and assembles all the sales activities into one unified place.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Call Monitoring

Allows you listen to all inbound and outbound calls.

Call Recording

Facility to record calls with a set of conditions and compliance

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