cuspera logo CUSPERA

Sales Engagement Software 2021: A Comprehensive Guide

Sales Engagement is the process of engaging the prospects and customers throughout their buying cycle across all channels - emails, phone calls, online chat to name a few. Sales engagement is an important activity that helps to drive sales and revenue, maintain connect with customers and convert prospects to customers. With the sales engagement, software reps can design personalized messages across channels, adjust the frequency/cadences of engagement, choose content based on buyer needs, get analytics on sales activities to further improve outreach, etc thus supporting the buyer throughout the purchase cycle.

Learn how Sales Engagement Platforms help your business and how to choose the right software.

Updated By Cuspera

Last updated: Apr 7, 2021

Top Software

GMass

Sales engagement software providing personalized mass email service, email marketing and mail-merge services

4.82

Read Reviews
GMass Icon

GMass

24.12
★★★★★
★★★★★
Sales engagement software providing personalized mass email service, email marketing and mail-merge services

GMass is a powerful email marketing software that lets to run mail merge campaigns from the Gmail account. It helps to increase sales and revenue and improve ROI.

GMass allows to easily schedule emails, send out mass emails and mail merge campaigns, connect to Google sheets, and more with Gmail. It helps to streamline the email workflow and boost conversions in no time. Its powerful mail merge capabilities makes it a popular Chrome extension that’s used by employees from Uber, Twitter, LinkedIn and Google.

GMass features to optimize the email campaigns to simplifying the mail merge process includes automatic follow-ups, advanced personalization, bypass Gmails sending limits, recurring automated campaigns to connect to a particular spreadsheet, and many more.

Testimonials

Info Tairs

Info Tairs

GMass Icon
Highlights
Top Processes : Communication management,Sending & publishing communications,Engaging and following up
Top Features : Personalization,Templates,Alerts: popups & Notifications

Vendor: Wordzen

Company Size: 11-50

HQ Location: Chicago, Illinois

Financials: Private

Criteo Customer Acquisition

New Customer acquisition using Machine learning to identify from existing contacts based on shopping patterns, browsing journeys, and individual interests — maximizing sales and customer engagement.

4.80

Read Reviews
Criteo Customer Acquisition Icon

Criteo Customer Acquisition

24.00
★★★★★
★★★★★
New Customer acquisition using Machine learning to identify from existing contacts based on shopping patterns, browsing journeys, and individual interests — maximizing sales and customer engagement.

Criteo Customer Acquisition uses machine learning to identify new customers from existing ones based on shopping patterns, browsing journeys, and individual interests enabling better sales performance.

Criteo Customer Acquisition helps target new customers with the highest possibility to convert, using aggregated and anonymized shopping and browsing events and a performance-based acquisition solution that uses a transparent campaign acquisition model.

The software features include tools for connecting with more shoppers and target new customers across the 2B internet users. It assists in targeting shoppers that matter and helps separate new customers from existing ones across all devices, browsers, and apps with the help of Criteo Shopper Graph. It enables more conversions and increased sales with product recommendations tailored for each individual, enabling more conversions from new customers

Testimonials



Michael O’Brien

Senior E-Comm & Digital Manager North America

Vibram

Criteo Customer Acquisition Icon
Highlights
Top Processes : Advertisement,Engagement management,Engaging and following up
Top Features : Personalization,SEM,Dashboard

Vendor: criteo

Founded: 2005

Company Size: 501-1000

HQ Location: 387 Park Ave South, 12th Floor, New York, NY 10016

Financials: IPO

Salesforce Engage

Sales Engagement tool to communicate effectively with the customers and understand prospect interactions

4.75

Read Reviews
Salesforce Engage Icon

Salesforce Engage

23.77
★★★★★
★★★★★
Sales Engagement tool to communicate effectively with the customers and understand prospect interactions

Salesforce Engage, a sales management platform, lets marketing, share its content with sales to boost the company's selling power. It helps to increase sales and revenue and improve brand engagement.

It helps to communicate effectively with customers, understand prospect interactions, and get alerts on active leads. Sales reps use marketing-approved email templates to contact prospects at the right moment and track the effectiveness of the messages in Salesforce.

Some of its features include sending personalized messages that are always on target, understanding interactions, and know when to act, easily monitor and control the success of the campaigns, and close deals faster.

Testimonials

KEN KRALICK

GLOBAL HEAD OF ECOMMERCE

PUMA

Salesforce Engage Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Communication management
Top Features : Templates,Personalization,Alerts: popups & Notifications

Vendor: Salesforce

Founded: 1999

Company Size: 10001+

HQ Location: 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Financials: IPO

Mailshake

Sales Engagement and Automation Software

4.71

Read Reviews
Mailshake Icon

Mailshake

23.54
★★★★★
★★★★★
Sales Engagement and Automation Software

Mailshake is a sales engagement and automation platform that helps with more conversations, qualify more leads, and close more deals through phone, email, and social media. It helps to increase sales and revenue and acquire customers.

Mailshake helps to generate sales by creating a mail merge by automatically sending personalized emails to an entire list of contacts at once, integrating cold calling with phone dialer, improving connections by engaging with prospects via LinkedIn, Twitter, and Facebook, all from one sales cadence.

Some of the features of Mailshake include personalized cold email at scale, omni-channel sales sequence to connect with the prospects and powerful integrations to stay on top of all of the contacts automatically. It also helps to maximize prospecting efforts with live training and one-on-one campaign reviews.

Testimonials

Guarav Harode

Founder & CEO

Enablix

Mailshake Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Communication management
Top Features : Personalization,Templates,Dashboard

Vendor: Mailshake

Founded: 2015

Company Size: 1-10

HQ Location: 1920 E. Riverside Dr Suite A120-116 Austin, TX 78741.

Financials: Private

Ebsta

A Revenue Intelligence Platform providing sales teams the insights needed to improve forecasting accuracy, identify pipeline at risk and increase customer engagement

4.70

Read Reviews
Ebsta Icon

Ebsta

23.51
★★★★★
★★★★★
A Revenue Intelligence Platform providing sales teams the insights needed to improve forecasting accuracy, identify pipeline at risk and increase customer engagement

Ebsta is a market-leading relationship intelligence and sales enablement solution optimized for marketing, sales, and customer success teams using Salesforce. It can also be used by different professionals in different industries which include SaaS, finance, legal, and recruitment relying on Salesforce.

Ebsta's customer engagement tools enable users to unlock their company network, nurture relationships through personalized workflows, prioritize activities, and analyze performance. Ebsta provides users with the tools to create personalized workflows and cadences, as well as track engagement in real-time, score customer engagement and identify those that need attention, plus measure team activity and performance, and seamlessly integrate with CRM, email and calendar apps.

Ebsta automatically syncs emails and calendar events to Salesforce, tracks emails and sends real-time notifications. Email tracking technology provides users with valuable insight into email activity, showing users whether the recipient opened the email or clicked on any links. Scheduling tools allow users to schedule events such as meetings, as well as schedule emails to be sent at a later time.

Ebsta Icon
Highlights
Top Processes : Engagement management,Communication management,Engaging and following up
Top Features : Recording,Personalization,Templates

Vendor: Ebsta

Founded: 2012

Company Size: 51-100

HQ Location: Congress House, Great Russell St,Bloomsbury, London WC1B 3LS UK

Financials: Private

Autoklose

Sales engagement platform and B2B data all-in-one enabling faster deal closures

4.67

Read Reviews
Autoklose Icon

Autoklose

23.36
★★★★★
★★★★★
Sales engagement platform and B2B data all-in-one enabling faster deal closures

Autoklose is a sales engagement platform that brings clean verified B2B data, automated lead generation capability, campaign management and CRM functions under a single umbrella to automate and optimize sales process for a company

It helps find qualified leads, and let you use a slew of tools to setup tailor made campaigns for the chosen leads and manage your team performance with reports and dashboard to close the deals efficiently

It provides tools like lead builder, smart lead scoring to choose the right leads for you and email drip campaign management tools having customizable, high converting templates, A/B testing options and on the go campaign editors, to help you close the right lead in the right time frame.

Testimonials

Aaron Ross

CEO

Predictable Revenue

Autoklose Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Communication management
Top Features : Personalization,Templates,Dashboard

Vendor: Autoklose

Company Size: 11-50

HQ Location: 237-2 Toronto Street, M5C 2B5 Toronto, Ontario, Toronto, Ontario CA

Financials: Private

myphoner

Cold calling and call tracking software for sales teams supporting lead management and sales engagement

4.66

Read Reviews
myphoner Icon

myphoner

23.31
★★★★★
★★★★★
Cold calling and call tracking software for sales teams supporting lead management and sales engagement

Myphoner is a cloud-based Sales Cold Calling and Lead Management Solution. Its lead tracking enables teams to properly nurture leads, always follow up on prospects, and have instant access to leads and their activity. It provides a solution for freelancers and teams doing B2B cold calling.

Myphoner has a built-in queue which makes lead lists automatically available for the cold calling process. It ensures that all of the uploaded lead lists are organized, schedule callbacks, and the sales agent is provided with options to set when to make a callback and leads that require callbacks can be marked in the queue. Myphoner sends notifications to remind agents of follow-ups, whether they're working in the tool or not.

Myphoner features include using the powerful scheduler to stay on track and persistently follow-up on leads, capture and track leads, superior workflow for sales agents and their team, flexible Pipeline modeling and campaign setup, personalized campaign dashboard, send pre-defined, personalized follow-up emails with just a few clicks, outbound campaign management with elegant, yet powerful sales reports, never call someone twice with the same pitch, and more.

Testimonials



Colin Watson

Director

Knxia Limited

myphoner Icon
Highlights
Top Processes : Telemarketing,Engaging and following up,Engagement management
Top Features : Personalization,Templates,Alerts: popups & Notifications

Vendor: myphoner

Company Size: 1-10

HQ Location: Færgevejen 4, Hundested, Copenhagen 3390, DK

Financials: Private

Mixmax

Sales engagement software that enables email tracking and measure the impact of messages

4.65

Read Reviews
Mixmax Icon

Mixmax

23.27
★★★★★
★★★★★
Sales engagement software that enables email tracking and measure the impact of messages

Mixmax is email monitoring and scheduling tool that extends Gmail’s functionality and delivers enhanced productivity for customer-facing teams.

It is best suited for sales & operations teams, entrepreneurs, recruiting and management to increase productivity by automating the email engagement process and track email insights.

It features scheduling and tracking emails, insights on email engagement, notifications, link previews, embedded polls & surveys, dialer, templates, curated sequences, robust workflow rules and endless integration. The feature Beast mode provides one-click dialer without having to leave Gmail, bi-directional sync and streamlining task creation and completion.

Testimonials

Jacob Hartnett

Head of Acquisition

Mixpanel

Mixmax Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Communication management
Top Features : Templates,Personalization,Alerts: popups & Notifications

Vendor: Mixmax

Founded: 2014

Company Size: 51-100

HQ Location: 512 2nd St Floor 1 San Francisco, CA 94107

Financials: Series A

Groove

Sales engagement software that drives efficiency at every stage of the sales process

4.64

Read Reviews
Groove Icon

Groove

23.22
★★★★★
★★★★★
Sales engagement software that drives efficiency at every stage of the sales process

Groove is a sales engagement software that drives efficiency at every stage of the sales process. The software is designed for the sales team of any business to do more productive sales.

Groove allows you to communicate with your accounts through automation tools, track results and make data- driven decisions for better productivity, more opportunities and greater revenue.

It features Email & Calendar Integration, Salesforce integration, Dialer, Custom Data collection, sales analytics, Account based sales and sales productivity tools. It also features Campaign Automation which provides insight into engagement analytics, collaboration and 100% lead coverage.

Testimonials

Josh Garman

Senior Systems Administrator

Zego

Groove Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Communication management
Top Features : Templates,Personalization,Recording

Vendor: Groove.Co

Founded: 2013

Company Size: 11-50

HQ Location: San Francisco, US

Financials: Seed

Reply Sales Automation

Sales engagement platform which automates email search, LinkedIn outreach, personal emails and calls.

4.64

Read Reviews
Reply Sales Automation Icon

Reply Sales Automation

23.22
★★★★★
★★★★★
Sales engagement platform which automates email search, LinkedIn outreach, personal emails and calls.

Reply is a multichannel sales engagement platform which automates individual email effort, calls, and assignments, while sales team can concentrate on the main thing - closing deals. It helps in growing sales and revenue, also acquiring customers.

Reply primary features include execute tasks, make calls, track prospect activity and sync data with CRM Increases profitability. The daily tasks and the ability to connect via email, voice and social, helps in the growth of business, inbound and outbound sales, onboard new users and reach out to customers.

Testimonials

Sjors Mahler

Sales & Growth Lead

pr.co

Reply Sales Automation Icon
Highlights
Top Processes : Engagement management,Communication management,Engaging and following up
Top Features : Personalization,Templates,Dashboard

Vendor: Reply

Founded: 2014

Company Size: 51-100

HQ Location: 340 King St E, Toronto, Ontario M5A 1L3

Financials: Seed

Show More

What is Sales Engagement?

Sales Engagement

Every software buyer goes through his own journey to make a purchase decision. During this journey, the sales rep can assist him and provide him the necessary content to make a sound choice. This process of engaging with the prospect, what frequency to engage, what material to provide etc is called sales engagement. Thus, Sales Engagement is the process of engaging the prospects throughout their buying cycle across all channels.

What is Sales Engagement Software?

Sales Engagement software is primarily responsible for 3 key critical tasks

  • Engaging with prospects across channels ( Email, calls, social media, SMS, etc)
  • Automation of engagement cadences, sequences, and workflows
  • Managing marketing material like presentations, white papers, case studies, etc

With the sales engagement, software reps can design personalized messages across channels, adjust the frequency/cadences of engagement, choose content based on buyer needs, analytics on sales activities to further improve outreach, etc thus supporting the buyer throughout the purchase cycle.

Who are the Users of Sales Engagement Software?

Sales Reps

Sales reps mainly use engagement tools to automate workflows reducing admin work to maximize selling time and personalizing communication for all prospects.

Sales Managers

Sales Managers can use engagement tools to get visibility into your sales activities, coach reps based on their sales engagement activities (which customers to prioritize, which activities to increase) or listen to call recordings (for better messaging, positioning, objection handling, etc).

Sales Operations

Engagement tools integrate with the CRM and it helps having all the data in one place which sales operations can further use for their analytics.

Customer Success

Customer success folks can schedule their communication as per their need and personalise messages helping them retain customers and even expand accounts.

Marketing

Messaging and customer profiling is critical to marketing and engagement tools help you do precisely that. Marketing teams use engagement tools to deliver the right message, to the right people at the right time.

Why Sales Engagement is Important

Why Sales Engagement is Important

Increase Buyer / Customer Engagement

Emailer

Email still is the most dominant way reps reach out to their prospects. Hence most engagement tools focus on providing a great email engagement experience by having a wide range of email capabilities that help them improve close rates. So much so that some of them exclusively focus on email experience for the sales rep.

Reps can choose from existing templates and set up personalized email cadence at appropriate times to touch base with customers throughout their journeys. They can set automation rules based on persona, activity, account, etc. and even relevant content (videos, case studies, reports, etc) based on the stage of the buyer journey.

This software has superior tracking metrics as well to check the level of buyer engagement. Top capabilities include tracking email deliverability, email open rates, email clicks, replied status, etc. Finally, having these response rate metrics also helps them test their messaging and iterate to understand what rings well with the customers.

Before SL, I was working primarily off of spreadsheets and it was a nightmare. Being able to have a cadence build with pre-populated emails saves me hours in the day and allows me to never let prospects slip through the cracks.

L V

Liana V

Owner / Photographer

Auto - Dialer

Calling is considered a preferred method of engagement by sales reps and engagement tools help you do exactly that. Even on mobile. Auto dialers are tools that automate the process of dialing phone numbers.

There are three types of autodialers

Power / Preview dialer

These dialers allow the sales rep to have a preview of the details about the lead. This helps the rep to decide if he wants to call or not and dial the number sequentially. They are best suited for products with long and deep engagement sales cycles.

Progressive dialer

Progressive dialer goes one step ahead of the power dialer and optimizes on the time by showing the sales rep the lead details while the call is being made. As a consequence of this the sales rep doesn’t get the option to decide whether to call the lead or not.

Predictive dialer

It is the most powerful of the three dialers and offers more speed and efficiency for the sales team. It can make multiple calls at the same time and connects to the sales rep only when it detects that the call has been picked by the customer.

All these dialers provide local code and custom caller ID to increase pick up rates. Reps further improve conversions by calling at the right time by organizing contact lists by activity, time zones, call history, etc. They can easily set up triggers to alert them to call prospects when certain events happen like when the customer engages with your content on the email. Features such as voice drop and VOIP help improve rep productivity. Since everyone is using the same tool it helps to avoid duplication of effort. Finally, this software also provides call analytics that improves team effectiveness by providing a detailed understanding of call conversions.

Some tools provide engagement capabilities for web conferencing, Chat, Texting as well as social media.

Improve Sales Productivity

The second biggest premise of engagement tools is that they give back reps selling time by cutting off a lot of admin work that they have to do. By automating key workflows and capabilities such templates, triggers, alerts, reminders etc they save reps a lot of time which directly translates to reps doing more selling and ultimately increases revenue.

Sales Coaching

Engagement tools allow you to record conversations and sales activities. Sales managers can know how many prospects were reached, what was told to them, which channels were used etc. Armed with all this information they can decide which activities to emphasize, which accounts to go after, what messaging is leading to most conversions, which products are working best etc. Having direct visibility into sales activities and conversations allows managers to coach reps to improve conversion rates.

Managers can even listen to the calls, live coach the sales rep during the call or even join the call in case the need arises. Managers can add comments and give feedback to reps for better performance. They can use the leaderboard to identify best performers and organize a competition between reps to improve performance. These tools also take live notes and transcribe your calls.

My team knows exactly who to call, send email, Social Media and Video and what to say every morning they come into work. I can easily check on their activity and offer coaching on areas that are unique roadblocks for each rep. It helps managing my reps and delivery great reports for my executive team.

D M

Deborah M

Human Resources

Lead Intelligence, Scoring, and Routing

Because sales engagement tools are used to stay in touch with leads through their buy cycle, they have a lot of information about the buyer like activity history, personality, interest level, etc. All this data is used in the engagement tools to score leads and prioritize them based on their chances of conversion. Further, they can route these leads based on custom logic to the appropriate sales reps saving time and giving reps leads they can convert.

Training and Onboarding

Having a library of all the best-recorded conversations can help managers improve their training programs and reduce rep ramp-up times. Call recordings can also help sales reps get up to speed on the details and progress of any deal.

Analytics and Reporting

Tools help managers with insights to identify top performers, their engagement patterns, their cadences, content, timings etc so that it can be replicated to the entire sales team. These tools sync in real-time with the CRM and partner with the best in class reporting tools.

Other benefits include that it keeps the CRM updated with all the sales activities that occur on its platform.

AI in Sales Engagement

Personalization

Sales engagement tools have a lot of data about the customers in conjunction with the CRM. They know what messages have been sent, when, which of them were responded to, on which channel, etc. All this enables the AI to personalize the messaging and cadence to each customer’s goals, problems, interests, needs etc to further improve the response rates.

Intent Reporting

The AI can read the customer responses and do sentiment analysis to understand the intent of the customer. AI can classify the responses into the ones which are positive intent as they usually demand more information, and ask for further engagement or negative intent as they usually indicate the presence of an existing solution. This helps reps plan their engagement activities better without reading through all the mails and saving them time.

Guided Engagement and Selling

Once AI understands the intent of each response (whether the customer is interested or not), it first prioritizes which leads to go after and then even recommends the next step based on past behaviours of each customer.

Looking for right software for your Sales Engagement needs?

wyz, your personal AI advisor

Get AI-generated personalized recommendation by answering a few questions on your Sales Engagement needs

Buyer’s Guide - Guide to Choose Right Sales Engagement Software

Who should buy Sales Engagement solution?

Buyers are recommended to consider peer reviews and expert opinions that are extensively available on Cuspera before making buying decisions. Cuspera’s AI based engine guides you through the requirement process to help you choose the right software.

Go to Cuspera

Sales engagement solutions are usually industry and B2B / B2C agnostic. But the size of your organization does play a role. If your sales team size is small, you are better off with a lightweight, easy to use solution. But if you work for a big company, then you will need all enterprise-grade features such as account and role management, single sign on, etc. For example, myemma is a solution designed for professionals who either work alone or a small team of 5 people. But Outreach is a platform that caters to the needs of a large enterprise.

Which is your primary sales channel?

While you may use multiple channels to reach your customers, most companies have a preferred channel, the one from where most of the customers are. While deciding your platform, make sure that your solution has robust features for this channel. For example sales loft has robust features for email while dialsource has robust features for calls.

Align your engagement tool with your sales strategy

Some organizations focus on accounts while some focus on individual prospecting, some organizations follow a highly targeted personalized outreach while others do mass communication. Depending on which sales strategy suits your business the most, the solution should be able to adapt to that for maximum returns.

Pointed solution vs a Platform

Finally, depending on your sales process, what type of solution will solve your problem better. If you rely heavily on email and want to have a range of features and integrations around email, then a pointed solution like yesware suits you best. But if your sales process and customer acquisition and engagement strategy extend across channels and you are from a large organization, then a platform like SalesLoft suits you better.

CRM and other Integrations

The CRM and your sales engagement solution are probably the two most important solutions in your sales tech stack. So they must have a native integration for data to flow smoothly.

Apart from the CRM , there are other integrations needed to make the most of Sales engagement solutions for them to work best with most of your existing processes and systems. For example, having integration with Gmail, outlook helps reps manage email communication better, integration with prospecting tools like zoominfo, linkedin sales navigator helps reps send mails directly from the engagement platform, etc.

Which of these 144 Sales Engagement software fit your needs?

wyz, your personal AI advisor

Get AI-generated right fit software based on peer experience in just a minute.

144 Sales Engagement Software

GMass

Sales engagement software providing personalized mass email service, email marketing and mail-merge services

4.82

Read Reviews
GMass Icon

GMass

4.82
★★★★★
★★★★★
Sales engagement software providing personalized mass email service, email marketing and mail-merge services

GMass is a powerful email marketing software that lets to run mail merge campaigns from the Gmail account. It helps to increase sales and revenue and improve ROI.

Highlights
Top Business Usecases : Communication management,Sending & publishing communications,Engaging and following up
Top Features : Personalization,Templates,Alerts: popups & Notifications
GMass Icon

Vendor: Wordzen

Company Size: 11-50

HQ Location: Chicago, Illinois

Financials: Private

Criteo Customer Acquisition

New Customer acquisition using Machine learning to identify from existing contacts based on shopping patterns, browsing journeys, and individual interests — maximizing sales and customer engagement.

4.80

Read Reviews
Criteo Customer Acquisition Icon

Criteo Customer Acquisition

4.80
★★★★★
★★★★★
New Customer acquisition using Machine learning to identify from existing contacts based on shopping patterns, browsing journeys, and individual interests — maximizing sales and customer engagement.

Criteo Customer Acquisition uses machine learning to identify new customers from existing ones based on shopping patterns, browsing journeys, and individual interests enabling better sales performance.

Highlights
Top Business Usecases : Advertisement,Engagement management,Engaging and following up
Top Features : Personalization,SEM,Dashboard
Criteo Customer Acquisition Icon

Vendor: criteo

Founded: 2005

Company Size: 501-1000

HQ Location: 387 Park Ave South, 12th Floor, New York, NY 10016

Financials: IPO

Salesforce Engage

Sales Engagement tool to communicate effectively with the customers and understand prospect interactions

4.75

Read Reviews
Salesforce Engage Icon

Salesforce Engage

4.75
★★★★★
★★★★★
Sales Engagement tool to communicate effectively with the customers and understand prospect interactions

Salesforce Engage, a sales management platform, lets marketing, share its content with sales to boost the company's selling power. It helps to increase sales and revenue and improve brand engagement.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Templates,Personalization,Alerts: popups & Notifications
Salesforce Engage Icon

Vendor: Salesforce

Founded: 1999

Company Size: 10001+

HQ Location: 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Financials: IPO

Mailshake

Sales Engagement and Automation Software

4.71

Read Reviews
Mailshake Icon

Mailshake

4.71
★★★★★
★★★★★
Sales Engagement and Automation Software

Mailshake is a sales engagement and automation platform that helps with more conversations, qualify more leads, and close more deals through phone, email, and social media. It helps to increase sales and revenue and acquire customers.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Personalization,Templates,Dashboard
Mailshake Icon

Vendor: Mailshake

Founded: 2015

Company Size: 1-10

HQ Location: 1920 E. Riverside Dr Suite A120-116 Austin, TX 78741.

Financials: Private

Ebsta

A Revenue Intelligence Platform providing sales teams the insights needed to improve forecasting accuracy, identify pipeline at risk and increase customer engagement

4.70

Read Reviews
Ebsta Icon

Ebsta

4.70
★★★★★
★★★★★
A Revenue Intelligence Platform providing sales teams the insights needed to improve forecasting accuracy, identify pipeline at risk and increase customer engagement

Ebsta is a market-leading relationship intelligence and sales enablement solution optimized for marketing, sales, and customer success teams using Salesforce. It can also be used by different professionals in different industries which include SaaS, finance, legal, and recruitment relying on Salesforce.

Highlights
Top Business Usecases : Engagement management,Communication management,Engaging and following up
Top Features : Recording,Personalization,Templates
Ebsta Icon

Vendor: Ebsta

Founded: 2012

Company Size: 51-100

HQ Location: Congress House, Great Russell St,Bloomsbury, London WC1B 3LS UK

Financials: Private

Autoklose

Sales engagement platform and B2B data all-in-one enabling faster deal closures

4.67

Read Reviews
Autoklose Icon

Autoklose

4.67
★★★★★
★★★★★
Sales engagement platform and B2B data all-in-one enabling faster deal closures

Autoklose is a sales engagement platform that brings clean verified B2B data, automated lead generation capability, campaign management and CRM functions under a single umbrella to automate and optimize sales process for a company

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Personalization,Templates,Dashboard
Autoklose Icon

Vendor: Autoklose

Company Size: 11-50

HQ Location: 237-2 Toronto Street, M5C 2B5 Toronto, Ontario, Toronto, Ontario CA

Financials: Private

myphoner

Cold calling and call tracking software for sales teams supporting lead management and sales engagement

4.66

Read Reviews
myphoner Icon

myphoner

4.66
★★★★★
★★★★★
Cold calling and call tracking software for sales teams supporting lead management and sales engagement

Myphoner is a cloud-based Sales Cold Calling and Lead Management Solution. Its lead tracking enables teams to properly nurture leads, always follow up on prospects, and have instant access to leads and their activity. It provides a solution for freelancers and teams doing B2B cold calling.

Highlights
Top Business Usecases : Telemarketing,Engaging and following up,Engagement management
Top Features : Personalization,Templates,Alerts: popups & Notifications
myphoner Icon

Vendor: myphoner

Company Size: 1-10

HQ Location: Færgevejen 4, Hundested, Copenhagen 3390, DK

Financials: Private

Mixmax

Sales engagement software that enables email tracking and measure the impact of messages

4.65

Read Reviews
Mixmax Icon

Mixmax

4.65
★★★★★
★★★★★
Sales engagement software that enables email tracking and measure the impact of messages

Mixmax is email monitoring and scheduling tool that extends Gmail’s functionality and delivers enhanced productivity for customer-facing teams.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Templates,Personalization,Alerts: popups & Notifications
Mixmax Icon

Vendor: Mixmax

Founded: 2014

Company Size: 51-100

HQ Location: 512 2nd St Floor 1 San Francisco, CA 94107

Financials: Series A

Groove

Sales engagement software that drives efficiency at every stage of the sales process

4.64

Read Reviews
Groove Icon

Groove

4.64
★★★★★
★★★★★
Sales engagement software that drives efficiency at every stage of the sales process

Groove is a sales engagement software that drives efficiency at every stage of the sales process. The software is designed for the sales team of any business to do more productive sales.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Templates,Personalization,Recording
Groove Icon

Vendor: Groove.Co

Founded: 2013

Company Size: 11-50

HQ Location: San Francisco, US

Financials: Seed

Reply Sales Automation

Sales engagement platform which automates email search, LinkedIn outreach, personal emails and calls.

4.64

Read Reviews
Reply Sales Automation Icon

Reply Sales Automation

4.64
★★★★★
★★★★★
Sales engagement platform which automates email search, LinkedIn outreach, personal emails and calls.

Reply is a multichannel sales engagement platform which automates individual email effort, calls, and assignments, while sales team can concentrate on the main thing - closing deals. It helps in growing sales and revenue, also acquiring customers.

Highlights
Top Business Usecases : Engagement management,Communication management,Engaging and following up
Top Features : Personalization,Templates,Dashboard
Reply Sales Automation Icon

Vendor: Reply

Founded: 2014

Company Size: 51-100

HQ Location: 340 King St E, Toronto, Ontario M5A 1L3

Financials: Seed

Klenty

The Sales Engagement Platform For Growing Sales Teams

4.64

Read Reviews
Klenty Icon

Klenty

4.64
★★★★★
★★★★★
The Sales Engagement Platform For Growing Sales Teams

Klenty is a Sales Engagement Software that helps sales teams reach out to prospects by sending personalized emails and automated follow-ups at scale.

Highlights
Top Business Usecases : Automated touchpoints and followups,Engaging and following up,Engaging with scheduling & cadence
Top Features : Personalization,Free Email template library,Dashboard
Klenty Icon

Vendor: Klenty

Founded: 2015

Company Size: 1-10

HQ Location: 340, S Lemon Ave, #2331, Walnut, CA 91789

Financials: Private

Vanillasoft Inside Sales CRM

Sales Engagement Software for Inside Sales

4.62

Read Reviews
Vanillasoft Inside Sales CRM Icon

Vanillasoft Inside Sales CRM

4.62
★★★★★
★★★★★
Sales Engagement Software for Inside Sales

VanillaSoft is a cloud-based sales engagement solution that combines functions like CRM, lead management and telemarketing which helps inside sales teams in businesses manage their daily operations.

Highlights
Top Business Usecases : Sales call management,Engagement management,Call recording
Top Features : Recording,Personalization,Templates
Vanillasoft Inside Sales CRM Icon

Vendor: Vanillasoft

Founded: 2005

Company Size: 11-50

HQ Location: 4965 Preston Park Blvd., Suite 850 Plano, TX 75093

Financials: Private

Phoneburner

Power Dialer Lead Engagement Software Solution

4.78

Read Reviews
Phoneburner Icon

Phoneburner

4.78
★★★★★
★★★★★
Power Dialer Lead Engagement Software Solution

Phoneburner is a power dialer software that helps to turn leads into live conversations. It dials leads 4x faster and maximizes live conversations. It helps to increase sales and revenue and enhance customer relationships.

Highlights
Top Business Usecases : Sales call management,Communication management,Engagement management
Top Features : Recording,Personalization,Alerts: popups & Notifications
Phoneburner Icon

Vendor: Phoneburner

Founded: 2008

Company Size: 11-50

HQ Location: 1968 S. Coast Hwy, Suite 1800 Laguna Beach, CA 92651

Financials: Private

Dealhub

A complete end-to-end Deal Acceleration Platform managing every sales engagement touchpoint.

4.73

Read Reviews
Dealhub Icon

Dealhub

4.73
★★★★★
★★★★★
A complete end-to-end Deal Acceleration Platform managing every sales engagement touchpoint.

Dealhub is a sales proposals and contract management platform for sales teams to close deals faster and increase revenue.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Personalization,Templates,Interactive content
Dealhub Icon

Vendor: Dealhub

Company Size: 11-50

HQ Location: 815-A Brazos Street, Suite 705, Austin, Texas, 78701

Financials: NA

Freshsales

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

4.70

Read Reviews
Freshsales Icon

Freshsales

4.70
★★★★★
★★★★★
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

Freshsales is a customer relationship management (CRM) software by Freshworks designed for high-velocity sales teams to attract leads, engage across multiple touchpoints, close deals and nurture relationships.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Recording,Personalization,Dashboard
Freshsales Icon

Vendor: Freshworks

Founded: 2010

Company Size: 1001-5000

HQ Location: 2950 S. Delaware Street, Suite 201, San Mateo CA 94403

Financials: Series G

Dooly

Dooly Sales Enablement Tool

4.70

Read Reviews
Dooly Icon

Dooly

4.70
★★★★★
★★★★★
Dooly Sales Enablement Tool

Dooly is a connected workspace platform that enables Sales teams to keep all the Revenue teams in sync with the information on deals and prospects, by the mere click of a button, that updates and syncs up Salesforce with the info.

Highlights
Top Business Usecases : Playbook creation,Engagement management,Engaging and following up
Top Features : Templates,Recording,Personalization
Dooly Icon

Vendor: Dooly

Founded: 2016

Company Size: 1-10

HQ Location: 560 Beatty St, Vancouver, British Columbia V6B, CA

Financials: Seed

Voiptime Cloud

All-in-One Cloud Contact Center Solution enabling highest agent productivity and improved customer engagement

4.70

Read Reviews
Voiptime Cloud Icon

Voiptime Cloud

4.70
★★★★★
★★★★★
All-in-One Cloud Contact Center Solution enabling highest agent productivity and improved customer engagement

Voiptime Cloud is a sales engagement platform that leverages the power of a cloud in the call center. It helps to direct all the resources towards providing the best customer experience. It helps to acquire customers and enhance customer relationships.

Highlights
Top Business Usecases : Sales call management,Call recording,Helpdesk management
Top Features : Recording,Dashboard,Templates
Voiptime Cloud Icon

Vendor: Voiptime

Founded: 2009

Company Size: 51-200

HQ Location: Denver, Colorado

Financials: Private

Phonexa

Call, Lead & Email Marketing Tracking & Analytics Software

4.70

Read Reviews
Phonexa Icon

Phonexa

4.70
★★★★★
★★★★★
Call, Lead & Email Marketing Tracking & Analytics Software

Phonexa is an all-in-one powerful tracking solution that delivers insight into the marketing campaigns, allowing to make smarter optimizations and increase the ROI. It brings together multiple marketing channels to create a more efficient workflow, all while collecting campaign data so companies can get the most from their marketing efforts. It also helps to increase sales and revenue and acquire customers.

Highlights
Top Business Usecases : Communication management,Tracking & monitoring communications,Sales call management
Top Features : Recording,Dashboard,SEM
Phonexa Icon

Vendor: Phonexa

Company Size: 11-50

HQ Location: 505 N. Brand Blvd., 16th Floor, Glendale, CA 91203, US

Financials: Private

NetHunt CRM

Simple, yet powerful CRM for small businesses

4.67

Read Reviews
NetHunt CRM Icon

NetHunt CRM

4.67
★★★★★
★★★★★
Simple, yet powerful CRM for small businesses

NetHunt CRM is a customer relationship management (CRM) software solution purpose-built to work closely with Gmail accounts and Google applications. It enables businesses to manage interactions and records directly from the inbox.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Recording,Personalization,Templates
NetHunt CRM Icon

Vendor: NetHunt

Company Size: 11-50

HQ Location: 56 Daly Street, Belize City, Belize District, Belize

Financials: Private

OneMob

Quickly create pages of content to engage prospects, customers, partners and employees

4.63

Read Reviews
OneMob Icon

OneMob

4.63
★★★★★
★★★★★
Quickly create pages of content to engage prospects, customers, partners and employees

OneMob is a content enablement platform for sales teams to increase productivity, enhance customer engagement and increase revenue.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Personalization,Recording,Landing page
OneMob Icon

Vendor: OneMob

Company Size: 1-10

Financials: Private

Opensense

Email Signature and Tracking

4.62

Read Reviews
Opensense Icon

Opensense

4.62
★★★★★
★★★★★
Email Signature and Tracking

Opensense is a cloud-based email marketing solution designed to help medium to large businesses manage marketing campaigns using digital signatures and personalized banners. Opensense's email signature management functionality allows users to handle multiple brands via sender segmentation, formatting, A/B testing, automatic version updates, and more.

Highlights
Top Business Usecases : Sales document management,Digital signature,Engagement management
Top Features : Templates,Personalization,Ticketing
Opensense Icon

Vendor: Opensense

Company Size: 11-50

HQ Location: 855 Brannan St, San Francisco, California 94103, US

Financials: Seed

RollWorks

Account-Based Platform, the B2B and ABM solution

4.61

Read Reviews
RollWorks Icon

RollWorks

4.61
★★★★★
★★★★★
Account-Based Platform, the B2B and ABM solution

RollWorks is an ABM platform for marketing,sales teams to increase lead generation, close the deals faster and increase revenue.

Highlights
Top Business Usecases : Account management,Engagement management,Engaging and following up
Top Features : Personalization,Templates,SEM
RollWorks Icon

Vendor: NextRoll

HQ Location: San Francisco, California

Close CRM

Inside Sales Software CRM with Calling & Emailing

4.60

Read Reviews
Close CRM Icon

Close CRM

4.60
★★★★★
★★★★★
Inside Sales Software CRM with Calling & Emailing

Close CRM is the inside sales software for startups and SMBs to make more calls, send more emails, and close more deals. It helps to enhance customer relationships and increase sales and revenue.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Sales call management
Top Features : Recording,Personalization,Templates
Close CRM Icon

Vendor: Close

Founded: 2013

Company Size: 11-50

HQ Location: Palo Alto, CA

Financials: Seed

CloudTalk

Cloudtalk | Handle phone conversations in a modern way, Real-time Customer Card

4.54

Read Reviews
CloudTalk Icon

CloudTalk

4.54
★★★★★
★★★★★
Cloudtalk | Handle phone conversations in a modern way, Real-time Customer Card
Highlights
Top Business Usecases : Helpdesk management,Sales call management,Call recording
Top Features : Recording,Dashboard,Personalization
CloudTalk Icon

Vendor: CloudTalk

Company Size: 11-50

HQ Location: New York City, New York

Financials: Seed