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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 Hodi?

Hodi's outreach initiatives are enhanced by our custom-built CRM and outreach platform, which you will be granted direct access to. Every potential prospect we discover is presented for your assessment, allowing you complete authority over the decision-making process. With just ten minutes of your time each week, you can approve or reject leads, share your thoughts on specific prospects, and even tailor the email content that will be sent to each individual. Booking a meeting is only the beginning; we invite you to provide feedback on the quality of the meetings we set up, which helps us fine-tune our outreach strategies toward the most promising leads. You will also have access to comprehensive notes on every company and individual we have assessed for outreach, even if we decided against contacting them. Furthermore, you can export all your outreach activities whenever necessary. Our Insights platform delves beyond simple metrics, enabling you to examine how various market segments and prospect personas interact with your outreach while also pinpointing which outreach variations produce the highest conversion rates. This thorough methodology empowers you to methodically enhance your outreach strategies for the best possible outcomes. In addition, you will find that our platform is user-friendly and designed to adapt to your specific needs, ensuring a seamless experience throughout your outreach journey.

Media

Media

Integrations Supported

Salesforce
Gong
Google Drive
Highspot
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Pipedrive
Salesforce Customer 360
Salesforce Einstein
Slack
Zoho CRM
monday.com

Integrations Supported

Salesforce
Gong
Google Drive
Highspot
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Pipedrive
Salesforce Customer 360
Salesforce Einstein
Slack
Zoho CRM
monday.com

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$5,200 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

Hodi

Company Location

Kenya

Company Website

www.hodi.co/platform

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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

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