Master Sales with the 7 Best Sales Engagement Tools in 2024

5
Min
Created On:
November 20, 2022
Updated On:
February 19, 2024
sales engagement platforms

Did you know that, according to 40% of sales reps, prospecting is the most critical and complex part of a sales journey? The stat doesn't make your day easier, but sales engagement tools can.

Sales software is only growing its popularity and profits with time, proving its effectiveness. If you've been looking for the best sales engagement platform for your business, you've reached the right destination.

This article will discuss how sales engagement platforms can help you grow your business. We have also listed the best 7 tools in 2024 to make your job easier.

Let's get started.

Sales Engagement Platforms: A Brief Introduction

Sales engagement tools are software that helps businesses interact with their customers faster and more efficiently. This software helps align the marketing and sales tasks altogether, which is beneficial for the business and the customers.

Engaging and keeping track of numerous interactions within a large organization is difficult. That's where sales engagement tools come in. You can integrate your CRM with stand-alone sales engagement tools to better manage sales and marketing efforts.

Here's what sales management tools do:

  • Sales action automation: e.g., sending follow-up emails
  • Customer Outreach
  • Customer insight data collection
  • Analyzing sales data and forecasting
  • Sales activity and task tracking

Differences Between Sales Engagement Platforms and CRM

You must have come across CRMs while searching for sales engagement tools because both of these platforms share some similarities. Fundamentally, both of these serve different purposes.

  • CRM software is usually used for contact or lead management. CRMs store customer and sales data in a centralized database. In comparison, Sales Engagement Tools are used to analyze sales trends, customers' intentions, and sales forecasting.
  • Customer Relationship Management tools help businesses keep track of their marketing campaigns and generate fresh leads. On the other hand, Sales Engagement tools help track campaigns' responses and schedule meetings & calls.
  • CRMs work as task management software related to customer interactions. In contrast, Sales Engagement Tools are used to track sales teams' performance. These also help create sales forecasting, pipeline, and sales funnel.
  • CRMs are sales reporting tools, whereas Sales Engagement Tools are more inclined toward opportunity management and pipeline management.

Why Do You Need One?

Sales engagement tools are software solutions designed to help sales teams automate, streamline and optimize their sales engagement activities. Some standard sales engagement tools include:

✅Customer Relationship Management (CRM) Systems: CRM tools help sales teams manage customer interactions, track customer data and behavior, and monitor the sales pipeline. They typically include contact management, deal tracking, task management, and reporting.

✅Sales Enablement Software: Sales enablement tools provide sales reps with the resources and information they need to engage effectively with prospects and customers. This can include content management tools, sales training materials, and analytics to track the effectiveness of different sales resources.

✅Sales Prospecting and Lead Generation Tools: These tools help sales teams identify and generate leads, build targeted lists of prospects, and automate outreach efforts. They can include web scraping, email scraping, and social media prospecting tools.

✅Sales Automation Tools: These tools automate repetitive, administrative tasks such as email outreach, follow-up, and lead nurturing, freeing up sales reps to focus on more strategic tasks such as building relationships and closing deals. This can include tools for automated email campaigns, lead scoring, and scheduling.

✅Email marketing tools: These tools allow sales reps to send targeted and personalized email campaigns to prospects and customers, helping to build relationships and drive engagement. They can include features such as email templates, A/B testing, and analytics.

✅Sales Intelligence and Analytics Tools: Sales intelligence tools provide insights into customer behavior, allowing sales teams to identify trends, measure performance, and optimize their sales processes. This can include tools for tracking website analytics, lead scoring, and sales forecasting.

✅Communication and Collaboration Tools: Communication and collaboration tools allow sales reps to communicate and collaborate with prospects and customers in real time, using a variety of channels such as chat, phone, and video. This can include tools for video conferencing, chatbots, and phone systems.

✅Social Selling Tools: These tools help sales teams leverage social media to engage with prospects and customers, build relationships, and drive sales. This can include tools for social media monitoring, social media advertising, and social media prospecting.

What Should You Look for in a Sales Engagement Platform

Sales engagement is the most crucial stage where you turn a prospect into a customer. The process must be inexpensive, easy to operate, and hassle-free.

While choosing a sales engagement software for your business, keep the following things in mind:

  • Automated data logging
  • CRM integration
  • Sales pipeline building
  • On-time and accurate reporting
  • Email automation
  • Easy interface
  • All-in-one dashboard

Along with the above features, a sales engagement tool should be:

  1. Ease of use: The platform should be user-friendly, with a simple and intuitive interface that makes it easy for sales reps to navigate and perform their tasks.
  1. Customizable: The platform should be customizable, allowing sales teams to tailor it to their specific needs and workflows.
  1. Must Provide Integrations: The platform should integrate with other tools and software commonly used by sales teams, such as CRMs, marketing automation software, and sales analytics tools.
  1. Automation: The platform should have automation capabilities, allowing sales reps to automate repetitive tasks such as email outreach, follow-up, and lead nurturing.
  1. Collaboration: The platform should support collaboration and communication between sales reps, as well as between sales reps and other teams, such as marketing and customer support.
  1. Analytics and Reporting: The platform should provide detailed analytics and reporting capabilities, allowing sales reps to track their performance, measure the effectiveness of their interactions, and optimize their sales processes.
  1. Security and Privacy: The platform should prioritize security and privacy, protecting customer data and ensuring compliance with data protection regulations.
  1. Mobile Compatibility: The platform should be compatible with mobile devices, allowing sales reps to access it on the go and stay connected with prospects and customers while they are out of the office.

By having these features, a sales interaction platform can help sales teams streamline their processes, increase their productivity, and ultimately close more deals.

Benefits of Sales Engagement Platforms

1. Stay One Step Ahead with Planning

Nobody wants to go through old scattered data to close a sales deal. Most of the best sales engagement tools offer a sales pipeline as well.

A sales pipeline enables companies to develop step-by-step plans to close sales deals.

Sales pipeline also helps customer reps to see exactly where a customer is on their journey. It means no need to keep records handy; you can follow up contextually from where you've left it.

2. Organized Workflow

Sales engagement tools keep everything organized in a central database so that you don't have to switch tabs or dig through sheets.

It helps sales reps to focus on the customers and cater to their needs.

An organized workflow means better communication, less confusion, fewer chances of missing information, better chances of conversion, and cost reduction.

3. Faster Conversions

Imagine the painful task of checking each customer's positions on their customer journey and sending follow-up emails; it's hectic and time-consuming.

Sales engagement tools usually come with sales automation features. It means you can perform some of your sales processes through automation quickly.

As a result, it saves time and helps keep constant communication with customers.

4. Detailed Reports and Analytics

Measuring marketing campaigns' success is easier with sales engagement tools. They collect sales data from campaigns and provide you with detailed on-time reports on the engagement activities of prospective customers. Also, some platforms, such as Smartlead, can provide data-based sales forecasts.

You can improve your pipeline based on the previous data and step up your sales game with more conversions.

5. Fast Engagement with Customers

Sometimes, you just gotta be fast to win the sales game. If your emails reach your prospects' inboxes late, the chances are that they may have already decided to go with your competitors.

With automated actions and email template banks, sales engagement tools help you personalize communication and send emails faster.

These platforms send automated emails as soon as you find leads, even if you are busy doing something else. This way, you can always stay ahead of your competitors and see better conversion rates.

7 Best Sales Engagement Platforms in 2024

Smartlead

Smartlead is an excellent combination of sales engagement and cold emailing tools. This tool offers unlimited email warmups, so users don't miss a lead.

Also, the AI-powered writing tool helps create personalized emails based on customer interaction data and intent. What makes it stand out is its automated follow-up feature.

Also, it offers a master mailbox to make communication and tracking easier, and sales reps can focus on closing deals.

Smartlead offers real-time updates and data-driven market prediction, which helps businesses create their next marketing moves. The sales pipeline and sales funnel make it easier to automate the process and focus on closing deals.

Smartlead Homepage

Standout Features

  • Master inbox
  • AI-powered writing tool
  • Sales funnel and pipeline creation
  • High deliverability IP address
  • Email sequences
  • Unlimited automated email warmup
  • Reports and Analysis

Pricing

  • Basic: $29 per month
  • Popular: $69 per month
  • Pro: $94 per month
  • Custom: Customizable upon discussion

HubSpot Sales Hub

HubSpot ranks 2nd for its all-in-one service, sales, marketing, content management, and operations tools. Its Sales Hub offers sales engagement platforms as well as selling tools or e-commerce websites.

The fully customizable and visible pipeline helps sales reps track each customer's progress in real-time. HubSpot can also track your calls and emails sent to the customers and automatically keeps track in the integrated CRM.

You can integrate this sales software with various modes of communication, including social media handles and ESPs.

HubSpot Sales Hub Homepage

Standout Features

  • Customer database
  • Lead management
  • Sales forecasting
  • Pipeline building
  • Real-time reports
  • Referral tracking
  • Contact management
  • Sales prospecting

Pricing

  • Starter: $45 per month for two paid users
  • Professional: $450 per month for five paid users
  • Enterprise: $1200 per month for ten paid users

Zendesk Sell

This sales engagement software boasts numerous impactful and innovative sales engagement features for all kinds of businesses. First, it is user-friendly and lets you communicate with your clients on their preferred channels.

Zendesk Sell allows sales reps to connect directly with prospects and discuss what works for them and what doesn't.

Moreover, Sell, like Smartlead, is integrated with a powerful lead generation tool (AI-powered) so that you can find industry-specific verified leads and get the maximum out of your outreach campaigns.

The mobile connectivity makes it stand apart from the crowd, as you can manage your sales tasks while on the go. Zendesk works as a cloud-based CRM as well.

Zendesk Sell homepage

Standout Features

  • CRM and sales engagement software
  • Workflow automation
  • Lead generation and AI verification
  • Sales engagement
  • On-time reports and predictive analytics

Pricing

  • Team: $19 per user per month
  • Growth: $49 per user per month
  • Professional: $99 per user per month

Apollo.io

If you are looking for sales engagement software to improve your business practices, Apollo.io is the perfect platform for you. Apollo aims to highlight the areas to improve a user's business.

With its intuitive and data-driven analysis, you can deploy best practices for your business. Apollo allows its users to generate industry-specific and relevant leads through its prospect searcher tool.

Moreover, with the built-in integration, you can search for potential leads on LinkedIn. And the best leads are saved directly to the CRM database.

Apollo Homepage

Standout Features

  • CRM integration
  • Chrome extension
  • Marketing account intelligence
  • Real-time reports
  • Sales funnel

Pricing

  • Free: $0
  • Basic: $19 per user per month
  • Professional: $39 per user per month
  • Enterprise: $5K per user per year

Outreach

Outreach leaves no room for guesswork with its AI-powered deal insights. Outreach helps businesses automate their sales process, from launching email campaigns to closing deals.

Moreover, Outreach offers prediction-based reports to its users so that they can blueprint their next marketing move. It optimizes sales workflow by creating pipelines automatically and manages sales workflow with a revenue intelligence tool.

Outreach Homepage

Standout Features

  • Automated pipeline generation
  • Revenue Intelligence Solution
  • Sales intelligence tool
  • Real-time analysis and reports
  • AI-powered Deal Insights
  • Sales engagement automation
  • CRM integration

Pricing

  • Fully customizable upon quotation

Mailshake

Next up on our list, Mailshake is compatible with almost all top CRM tools. The best thing about Mailshake is that it automatically collects accurate leads and contacts them.

Although this platform makes Outreach completely automated, it leaves the opportunity for personalization within communications and customer outreach.

Moreover, Mailshake offers many useful integrations besides CRMs, such as Slack, GMass, GSuite, Outlook, etc.

Mailshake Homepage

Standout Features

  • Lead catcher
  • LinkedIn automation
  • Multi-channel Outreach
  • Pipeline-focused Outreach
  • Dynamic content
  • Subscriber management

Pricing

  • Email Outreach: $58 per user per month
  • Sales Engagement: $83 per user per month

Pipeline

The last addition to our list, Pipeline, is a CRM platform and sales engagement software. This is the right platform for you if you are looking for a sales tool for small and medium-scale businesses.

Pipeline offers complete tracking of your cold email campaigns and creates reports based on each customer's journey through an outreach campaign. Its predictive analytics helps users close deals faster and create future tactics.

Pipeline Homepage

Standout Features

  • Lead generation and qualification
  • Marketing automation
  • Sales funnel
  • Cold email marketing
  • Social media integration

Pricing

  • Start: $25 per user per month
  • Develop: $33 per user per month
  • Grow: $49 per user per month

Conclusion

Experiencing a new platform can be challenging for sales and marketing teams. But B2B sales engagement platforms are here to make your jobs easier.

Pick up the right software for your business, walk your sales team through the workflow, and provide them with the necessary training.

Once you pick up the pace, there is no turning back. Keep your sales team relaxed and skyrocket your revenue. 

FAQs

What exactly are sales engagement tools, and why are they important?

Sales engagement tools, such as sales engagement platforms, are software solutions that enable sales teams to effectively interact with prospects and customers through various channels. These tools aid in organization, streamline workflows, and offer features like cadences, automation, and integrations with other sales tools. They are crucial for optimizing sales processes, enhancing communication, and ultimately driving better results in sales efforts.

How do I choose the best sales engagement platform for my business?

Your sales engagement platform should provide insight into what drives results and what doesn't. It should also be able to tie activities and success to existing CRM data; for example, you may want to see reporting on how efficient and effective individual sellers are at calling to different industries.

What are some common features of sales engagement platforms?

Common features of sales engagement platforms include a single interface for managing sales activities, efficiency in tasks, planning and executing sales strategies, tracking progress, measuring performance, and optimizing sales processes for improved results.

How can sales engagement tools and platforms benefit my sales team and business?

Sales engagement platforms streamline workflows, enhance customer interactions, and boost revenue. They consolidate tools, providing teams with the information they need, expediting sales processes, and ultimately improving business outcomes.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

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Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Author’s Details

Sattwik Das

Sattwik is a Digital Marketing professional at Smartlead. He is a dedicated content writer who focuses on juggling words to bring out meaningful content. He is experienced in well-researched and SEO-optimized content creation, content editing, and copywriting for various businesses throughout the globe. His expertise in SEO, SMM, and SMO with a touch of creativity helps businesses grow and maximize their credibility and sales.

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Edited by:

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Frequently asked questions

General Questions

What is Smartlead's cold email outreach software?

Email automation FAQs- Smartlead

Smartlead's cold email outreach tool helps businesses scale their outreach efforts seamlessly. With unlimited mailboxes, fully automated email warmup functionality, a multi-channel infrastructure, and a user-friendly unibox, it empowers users to manage their entire revenue cycle in one place. Whether you're looking to streamline cold email campaigns with automated email warmups, personalization fields, automated mailbox rotation, easy integrations, and spintax, improve productivity, or enhance scalability with subsequences based on lead’s intentions, automated replies, and full white-label experience, our cold email tool implifies it in a single solution.

How does the "unlimited mailboxes" feature benefit me?

Email automation FAQs- Smartlead

Our "unlimited mailboxes" feature allows you to expand your email communications without restrictions imposed by a mailbox limit. This means you won't be constrained by artificial caps on the number of mailboxes you can connect and use. This feature makes Smartlead the best cold email software and empowers you to reach a wider audience, engage with more potential customers, and manage diverse email campaigns effectively.

What do you mean by "unibox to handle your entire revenue cycle"?

Email automation FAQs- Smartlead

The "unibox" is one of the unique features of Smartlead cold email outreach tool, and it's a game-changer when it comes to managing your revenue cycle. The master inbox or the unibox consolidates all your outreach channels, responses, sales follow-ups, and conversions into one centralized, user-friendly mailbox.

With the "unibox," you gain the ability to:
1. Focus on closing deals: You can now say goodbye to the hassle of logging into multiple mailboxes to search for replies. The "unibox" streamlines your sales communication, allowing you to focus on what matters most—closing deals.

2. Centralized lead management: All your leads are managed from one central location, simplifying lead tracking and response management. This ensures you take advantage of every opportunity and efficiently engage with your prospects.

3. Maintain context: The "unibox" provides a 360-degree view of all your customer messages, allowing you to maintain context and deliver more personalized and effective responses.

How does Smartlead ensure my emails don't land in the spam folder?

Email automation FAQs- Smartlead

Smartlead, the best cold email marketing tool, ensures your emails reach the intended recipients' primary inbox rather than the spam folder. 

Here's how it works:
1. Our "unlimited warmups" feature is designed to build and maintain a healthy sending reputation for your cold email outreach. Instead of sending a large volume of emails all at once, which can trigger spam filters, we gradually ramp up your sending volume. This gradual approach, combined with positive email interactions, helps boost your email deliverability rates.

2. We deploy high-deliverability IP servers specific to each campaign. 

3. The ‘Warmup’ feature replicates humanized email sending patterns, spintax, and smart replies.
 
4. By establishing a positive sender reputation and gradually increasing the number of sent emails, Smartlead minimizes the risk of your emails being flagged as spam. This way, you can be confident that your messages will consistently land in the primary inbox, increasing the likelihood of engagement and successful communication with your recipients.

Can I integrate Smartlead with other tools I'm using?

Email automation FAQs- Smartlead

Certainly, Smartlead is designed for seamless integration with a wide range of tools and platforms. Smartlead offers integration with HubSpot, Salesforce, Pipedrive, Clay, Listkit, and more. You can leverage webhooks and APIs to integrate the tools you use. Try Now!

Email automation FAQs- Smartlead

What type of businesses sees the most success with Smartlead?

No, there are no limitations on the number of channels you can utilize with Smartlead. Our multi-channel infrastructure is designed to be limitless, allowing you to reach potential customers through multiple avenues without constraints.

This flexibility empowers you to diversify your cold email outreach efforts, connect with your audience through various communication channels, and increase your chances of conversion. Whether email, social media, SMS, or other communication methods, Smartlead's multi-channel capabilities ensure you can choose the channels that best align with your outreach strategy and business goals. This way, you can engage with your prospects effectively and maximize the impact of your email outreach.

Email automation FAQs- Smartlead

Do you provide me with lead sources?

Smartlead distinguishes itself from other cold email outreach software by focusing on limitless scalability and seamless integration. While many similar tools restrict your outreach capabilities, Smartlead offers a different approach.

Here's what makes us uniquely the best cold email software:

1. Unlimited Mailboxes: In contrast to platforms that limit mailbox usage, Smartlead provides unlimited mailboxes. This means you can expand your outreach without any arbitrary constraints.

2. Unique IP Servers: Smartlead offers unique IP servers for every campaign it sends out. 

3. Sender Reputation Protection: Smartlead protects your sender reputation by auto-moving emails from spam folders to the primary inbox. This tool uses unique identifiers to cloak all warmup emails from being recognized by automation parsers. 

4. Automated Warmup: Smartlead’s warmup functionality enhances your sender reputation and improves email deliverability by maintaining humanized email sending patterns and ramping up the sending volume. 

5. Multi-Channel Emphasis: Smartlead places a strong emphasis on multi-channel outreach. You can reach your prospects where they are with the LinkedIn outreach feature.   With Smartlead’s cold email automation software, you're always one step ahead in your outreach efforts, enjoying the freedom to scale your initiatives and seamlessly integrate with other tools—all while maintaining a focus on maximizing the impact of your outreach.

Email automation FAQs- Smartlead

How secure is my data with Smartlead?

Ensuring the security of your data is Smartlead's utmost priority. We implement robust encryption methods and stringent security measures to guarantee the continuous protection of your information. Your data's safety is paramount to us, and we are always dedicated to upholding the highest standards of security.

How can I get started with Smartlead?

Email automation FAQs- Smartlead

Getting started with Smartlead is straightforward! Just head over to our sign-up page and follow our easy step-by-step guide. If you ever have any questions or need assistance, our round-the-clock support team is ready to help, standing by to provide you with any assistance you may require. Sign Up Now!

How can I reach the Smartlead team?

Email automation FAQs- Smartlead

We're here to assist you! You can easily get in touch with our dedicated support team on chat. We strive to provide a response within 24 hours to address any inquiries or concerns you may have.

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