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What is Salesforce Sales Engagement?

Boost your productivity by seamlessly incorporating sales engagement into your CRM system. Provide your sales team with a unified platform that allows them to engage with clients across multiple channels efficiently. Automating routine tasks like scheduling meetings and sending follow-up emails enables representatives to dedicate more time to building genuine relationships. Utilize AI-driven insights from our sales engagement tool to identify prospects with the highest potential for conversion. Merge all sales activities—emails, phone calls, social media interactions, and tasks—into a single, streamlined to-do list. This centralization facilitates easy access and management of every task from one hub within the CRM. Create a unified seller experience that diligently tracks each prospect throughout their sales journey. Empower your sales team with clear, step-by-step instructions on prospecting while promoting best practices throughout the organization. Integrate essential sales functions via email, phone, and social media outreach. Optimize the prospecting workflow to guarantee consistent engagement with leads, while offering representatives AI-powered suggestions to refine their processes, enhancing both productivity and effectiveness. This approach not only elevates individual performance but also significantly improves the overall achievements of your sales team, leading to higher conversion rates and increased revenue.

What is Dynamics 365 Guides?

Enhance employee training and optimize operations by offering straightforward, sequential instructions that demonstrate the application of tools and components in real-world scenarios. Regardless of whether employees are engaging with a task for the first time or refreshing their knowledge on a familiar process, incorporate holographic guides that project instructions directly within the workplace setting. These detailed guidelines can be created easily without requiring programming knowledge or advanced 3D design skills. Integrate these guides smoothly into current workflows to elevate data management and storage functionalities using powerful platforms like Microsoft Power Apps and Microsoft Power Automate. By utilizing the knowledge derived from these guides, businesses can significantly improve their overall operational efficiency. Moreover, make use of the accessible holograms from the 3D toolkit to effectively illustrate each task stage within the actual work environment, ensuring that all employees have a clear understanding of their responsibilities. This strategy not only boosts individual effectiveness but also cultivates an ongoing culture of improvement throughout the organization, ultimately leading to greater innovation and collaboration among teams.

Media

Media

Integrations Supported

Azumuta
Gong
Google Drive
Highspot
Microsoft 365
Salesforce
Salesforce Customer 360
Salesforce Einstein

Integrations Supported

Azumuta
Gong
Google Drive
Highspot
Microsoft 365
Salesforce
Salesforce Customer 360
Salesforce Einstein

API Availability

Has API

API Availability

Has API

Pricing Information

$50/user/month
Free Trial Offered?
Free Version

Pricing Information

$65 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.salesforce.com/sales/engagement-platform/

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com/en-us/mixed-reality/guides/

Categories and Features

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

Categories and Features

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