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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

Sales Engagement Software 2021: A Comprehensive Guide

What is 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.

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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.

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144 Sales Engagement Software

GMass

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

4.82

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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

Ebsta

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

4.69

Read Reviews
Ebsta Icon

Ebsta

4.69
★★★★★
★★★★★
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

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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

Mailshake

Sales Engagement and Automation Software

4.65

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Mailshake Icon

Mailshake

4.65
★★★★★
★★★★★
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 : Communication management,Engagement management,Sending & publishing communications
Top Features : Personalization,Templates,Recording
Mailshake Icon

Vendor: Mailshake

Founded: 2015

Company Size: 1-10

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

Financials: Private

Mixmax

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

4.64

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Mixmax Icon

Mixmax

4.64
★★★★★
★★★★★
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

Squaretalk Matrix

Squaretalk Matrix Intelligent software that predicts the contact most likely to answer and pairs them with the agent

4.63

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Squaretalk Matrix Icon

Squaretalk Matrix

4.63
★★★★★
★★★★★
Squaretalk Matrix Intelligent software that predicts the contact most likely to answer and pairs them with the agent
Highlights
Top Business Usecases : Helpdesk management,Contact list management,Engaging and following up
Top Features : Predictive dialer
Squaretalk Matrix Icon

Vendor: Squaretalk

Company Size: 11-50

HQ Location: Jerusalem

Financials: Series A

Klenty

The Sales Engagement Platform For Growing Sales Teams

4.63

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Klenty Icon

Klenty

4.63
★★★★★
★★★★★
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

Groove

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

4.63

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Groove Icon

Groove

4.63
★★★★★
★★★★★
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,Communication management,Engaging and following up
Top Features : Templates,Recording,Personalization
Groove Icon

Vendor: Groove.Co

Founded: 2013

Company Size: 11-50

HQ Location: San Francisco, US

Financials: Seed

Channels

Data powered Phone system that turns customer data into excellent service enabling customer engagement

4.62

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Channels Icon

Channels

4.62
★★★★★
★★★★★
Data powered Phone system that turns customer data into excellent service enabling customer engagement

Channels is a customer service solution which solves customer problems, streamlines customer service, and improves retention with Channels’ data-powered phone system. It provides solutions for call centers and client success teams that offer tools including channel management, live chat, call management, eCommerce integration, contact history, and more. The Channels platform is designed to provide agents with data on customer order history, contact details, order information, and more.

Highlights
Top Business Usecases : Sales call management,Call recording,Helpdesk management
Top Features : Recording,Dashboard,Widgets
Channels Icon

Vendor: Channels

Founded: 2014

Company Size: 11-50

HQ Location: Four Embarcadero, Suite 1400 PMB #60, San Francisco, CA9 4111

Financials: Private

myphoner

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

4.61

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myphoner Icon

myphoner

4.61
★★★★★
★★★★★
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

Reply Sales Automation

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

4.61

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Reply Sales Automation Icon

Reply Sales Automation

4.61
★★★★★
★★★★★
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,Engaging and following up,Communication management
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

Vanillasoft Inside Sales CRM

Sales Engagement Software for Inside Sales

4.61

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Vanillasoft Inside Sales CRM Icon

Vanillasoft Inside Sales CRM

4.61
★★★★★
★★★★★
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 : Engagement management,Engaging and following up,Telemarketing
Top Features : Personalization,Recording,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

4.75

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Phoneburner Icon

Phoneburner

4.75
★★★★★
★★★★★
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

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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: 153 2nd street, suite 102, Los Altos, California 94022, US

Financials: NA

Voiptime Cloud

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

4.70

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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

Freshsales

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

4.69

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Freshsales Icon

Freshsales

4.69
★★★★★
★★★★★
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: 1250 Bayhill Drive, Suite 315, San Bruno, CA 94066

Financials: Series G

Phonexa

Call, Lead & Email Marketing Tracking & Analytics Software

4.69

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Phonexa Icon

Phonexa

4.69
★★★★★
★★★★★
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,Sending & publishing communications,Sales call management
Top Features : Alerts: popups & Notifications,Recording,Templates
Phonexa Icon

Vendor: Phonexa

Company Size: 11-50

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

Financials: Private

Dooly sales enablement

Sales Enablement Tool

4.68

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Dooly sales enablement Icon

Dooly sales enablement

4.68
★★★★★
★★★★★
Sales Enablement Tool

dooly is a sales enablement platform for sales, customer success and marketing teams to close deals and grow more businesses

Highlights
Top Business Usecases : Helpdesk management,Playbook creation,Sales call management
Top Features : Templates,Recording,Personalization
Dooly sales enablement Icon

Vendor: Dooly

Founded: 2016

Company Size: 1-10

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

Financials: Seed

NetHunt CRM

Simple, yet powerful CRM for small businesses

4.67

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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

4.60

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OneMob Icon

OneMob

4.60
★★★★★
★★★★★
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 : Engagement management,Engaging and following up,Communication management
Top Features : Personalization,Recording,Landing page
OneMob Icon

Vendor: OneMob

Company Size: 1-10

Financials: Private

Opensense

Email Signature and Tracking

4.59

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Opensense Icon

Opensense

4.59
★★★★★
★★★★★
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 : Personalization,Templates,Ticketing
Opensense Icon

Vendor: Opensense

Company Size: 11-50

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

Financials: Seed

Olono

Real time engagement software that guides selling for B2B Sales

4.58

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Olono Icon

Olono

4.58
★★★★★
★★★★★
Real time engagement software that guides selling for B2B Sales

Olono is a SaaS based sales team activity management platform, providing real time guided selling for B2B organizations through revenue intelligence and activity capture, helping them to drive predictable growth.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Coaching
Top Features : Recording,Capture activity,Dashboard
Olono Icon

Vendor: InsightSquared

Founded: 2010

Company Size: 101-250

HQ Location: 1 Center Plz, 3rd floor / Boston, MA 02108

Financials: Series D

RollWorks

Account-Based Platform, the B2B and ABM solution

4.57

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RollWorks Icon

RollWorks

4.57
★★★★★
★★★★★
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,Advertisement
Top Features : Personalization,SEM,Dashboard
RollWorks Icon

Vendor: NextRoll

HQ Location: San Francisco, California

Close CRM

Inside Sales Software CRM with Calling & Emailing

4.54

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Close CRM Icon

Close CRM

4.54
★★★★★
★★★★★
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