Sales software is all the rage right now, and the trend shows no signs of slowing down. According to Aragon Research, the industry is expected to reach $5 billion by 2023 .
Businesses around the world are discovering the benefits of sales tools in streamlining operations , and sales engagement software is among the most popular tools on the market.
In this comprehensive guide, we’ll explore how using sales engagement platforms allows businesses to facilitate communication at every stage of the customer journey, while keeping their teams on the same page and closing deals faster.
Follow this guide to discover all the benefits and features of sales engagement platforms as well as the 10 best platforms on the market today.
What is a Business Engagement Platform?
What are the benefits of a mobile CRM?
How to recognize a business engagement platform?
How are sales engagement solutions different from sales enablement platforms?
The best sales engagement tools
How to choose the right software?
Frequently Asked Questions
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What is a Business Engagement Platform?
. It’s through this tool that sales and marketing processes can agree on how to proceed to create interactions that are positive from the customer’s perspective and productive from the business’s perspective.
Sales engagement solutions are ideal for businesses that struggle to interact with customers in an organized or consistent manner. You’ve probably come across CRM sites when researching customer relationship management. Why? Because CRMs offer many of the same features.
Some sales engagement platforms operate as standalone applications that can be integrated with your existing CRM to make it easier to navigate between the two.
What do business engagement platforms allow you to do?
It’s simple: pretty mucheverything! Businesses use sales engagement platforms to do many things, including:
Automate sales actions , like sending follow-up emails
Collect customer information, so they can prospect for more qualified leads
Reach customers on their preferred channels
Organize their daily activities and tasks
Analyze sales data and generate reports to make smarter choices
And more
Sales engagement platforms can help you accomplish many tasks. But their main use for businesses is to facilitate effective communication with prospects and customers from a single, easy-to-use platform. This way, your customers can have positive interactions on their favorite channels.
Why you need a sales engagement platform?
As these tools gain popularity, more and more businesses are realizing their benefits.
A sales engagement platform is a great way to ensure a fast, positive, and easy buying experience for your customers. This way, your reps can automate tasks and provide quality touchpoints throughout your pipeline. With more accurate, organized, and up-to-date information, they’ll have a faster, more profitable sales cycle that will help them stay ahead of the competition.
What are the benefits of sales engagement software?
Your business will be much more organized.
With all the data in one place, salespeople can work faster and more efficiently, which means they’ll be more likely to engage positively with customers. Better yet, by optimizing your organization, you’re less likely to have a lead or communication slip through the cracks and cause embarrassing (or costly) mistakes.
You always know what to do
This allows businesses to create a personalized plan with clear steps to close deals. With this tool, salespeople can see exactly where each customer is in their journey, so they don’t have to memorize everything or search for previous messages to figure out how to proceed.
Close deals faster.
Sales engagement software typically includes sales automation functionality, which allows many tasks in the sales process to be completed quickly and automatically. It also prevents downtime between interactions, especially when salespeople are too busy to complete essential administrative tasks.
Reach out to customers before your competitors.
In sales, sometimes getting there first is the key to winning. If you wait too long to reach out to leads, they may have already left for a competitor by the time your introductory email arrives. Sales engagement platforms include automated templates and actions that allow you to engage with leads in personalized ways as soon as you find them—even if you have a dozen other tasks to do at the same time. That way, your introductory email can land in your lead’s inbox before the competition’s.
You can identify areas for improvement.
Sales engagement platforms collect performance data and are used to predict sales. With these features, you can easily see which areas of your pipeline need improvement and which marketing tactics are bringing in higher-quality leads. If you can identify the aspects of your sales processes that your customers value, these approaches will be effective and help you close more sales.
How to recognize good sales engagement software?
A good sales engagement platform can actually improve productivity and increase sales. Conversely, a bad sales engagement platform will only lead to disappointment and hassle.
Below we outline the key features that sales engagement software should offer.
A centralized communications hub
The best sales engagement platforms give reps access to all the information they need to engage with customers in one place. This means that no matter how your customers communicate—email, phone, social media, text, or something else—your agents will be able to access it from a central dashboard. These platforms also include tools to quickly retrieve and review your reps’ past communications with prospects. This lets you review past interactions and gain deeper insights into how your reps are currently engaging with your customers.