Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • HubSpot CRM Reviews & Ratings
    23,936 Ratings
    Company Website
  •  monday sales CRM Reviews & Ratings
    1,500 Ratings
    Company Website
  • Visual Visitor Reviews & Ratings
    243 Ratings
    Company Website
  • CallShaper Reviews & Ratings
    25 Ratings
    Company Website
  • 6sense Reviews & Ratings
    1,597 Ratings
    Company Website
  • Identity Matrix Reviews & Ratings
    34 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    129 Ratings
    Company Website
  • incentX Reviews & Ratings
    4 Ratings
    Company Website
  • CloudTalk Reviews & Ratings
    1,680 Ratings
    Company Website
  • Twilio Reviews & Ratings
    1,282 Ratings
    Company Website

What is Salesforce Engage?

Maintain precise communication with a range of marketing-approved templates and nurturing tracks tailored for success. Stay informed on trends that facilitate quicker deal closures and leverage interactive dashboards that enable representatives to monitor and assess their campaign effectiveness. Effortlessly dispatch personalized emails using your chosen email platform, while automatically recording all interactions in Pardot and Salesforce for thorough tracking. Obtain valuable insights into every engagement to refine your sales tactics and observe prospect interactions in real time, helping you identify the best moments to reach out. Operate your business from anywhere, whether at your desk or on the move, ensuring timely responses during critical engagement periods. Moreover, you can conveniently add leads to nurturing campaigns directly from your mobile device, guaranteeing that no potential opportunity is overlooked. This remarkable degree of adaptability and quick action can greatly enhance your sales results, leading to more successful outcomes overall. By implementing these strategies, you can cultivate stronger relationships with prospects and ultimately drive higher conversion rates.

What is Lead Docket?

Customized lead management solutions for law firms provide a deeper insight into the sources of leads. By optimizing your marketing tactics, you can enhance profits while minimizing extra costs. Evaluate the return on investment for all marketing efforts and maintain a diligent watch on each lead's performance. Analyze success metrics across different attorneys and intake staff to determine effectiveness. Lead Docket presents innovative tools that are not found in conventional case management systems, allowing for swift follow-ups that increase conversion rates. Rather than depending on your email inbox for lead management, unify all leads from various channels into one platform to ensure none are overlooked. This system has been developed in collaboration with top attorneys and legal marketing experts. With features for searching, sorting, filtering, checking for duplicates, tagging, and importing, you can manage your leads effectively. Keep track of both incoming and outgoing referrals, and easily share lead details with referral partners through email. Automatic task assignments are created to ensure that no lead is neglected, helping your practice operate smoothly and effectively. In addition to these capabilities, this integrated approach to lead management significantly enhances the ability of law firms to refine their client acquisition tactics and unlock their full potential for success. Implementing such a system can lead to sustained growth and improved client relationships over time.

Media

Media

Integrations Supported

Zapier
Alert Communications
Assembly Trialworks
CASEpeer
CallRail
Chat Agents
Docusign
Google Workspace
Inspire Planner
Lyftrondata
Mailchimp
Microsoft Azure
PracticePanther Law Practice Software
Salesforce
Salesforce Essentials
SendGrid
Twilio

Integrations Supported

Zapier
Alert Communications
Assembly Trialworks
CASEpeer
CallRail
Chat Agents
Docusign
Google Workspace
Inspire Planner
Lyftrondata
Mailchimp
Microsoft Azure
PracticePanther Law Practice Software
Salesforce
Salesforce Essentials
SendGrid
Twilio

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$125.00 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.pardot.com/solutions/salesforce-engage/

Company Facts

Organization Name

Lead Docket

Date Founded

2014

Company Location

United States

Company Website

leaddocket.com

Categories and Features

Call Tracking

CRM
Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition
Keyword Tracking

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Popular Alternatives

HubSpot CRM Reviews & Ratings

HubSpot CRM

HubSpot

Popular Alternatives

Infer Reviews & Ratings

Infer

IgniteTech