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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 OutreachPilot?

OutreachPilot is a comprehensive AI-powered platform that automates outbound sales and prospect engagement across multiple communication channels. Designed to replace several separate tools, the platform combines lead discovery, research, outreach campaigns, and reply management into one unified system. OutreachPilot begins by scanning the live web to find companies and contacts that match a user’s ideal customer profile. Instead of pulling information from outdated databases, the platform gathers fresh data from online sources and identifies decision-makers, verified emails, and relevant business signals. Once prospects are identified, the AI research engine compiles detailed briefs that include company insights, funding information, hiring signals, and potential conversation starters. Using this research, the system generates personalized outreach messages tailored to each prospect. OutreachPilot then runs coordinated outreach campaigns across LinkedIn, email, SMS, and phone channels, ensuring communication reaches prospects through the platforms they use most. The AI assistant monitors incoming responses and automatically replies using information from the company’s knowledge base and sales playbooks. It can handle objections, continue conversations, and propose meeting times based on the user’s calendar availability. When a prospect agrees, the platform schedules the meeting automatically and sends calendar invites and reminders. A central dashboard provides visibility into campaign performance, outreach metrics, and pipeline activity in real time. By automating lead generation, personalization, communication, and scheduling, OutreachPilot enables sales teams to operate continuously and focus on closing deals rather than managing manual outreach tasks.

Media

Media

No images available

Integrations Supported

Gong
Google Drive
Highspot
LeanData
LinkedIn
Microsoft 365
Salesforce
Salesforce Einstein

Integrations Supported

Gong
Google Drive
Highspot
LeanData
LinkedIn
Microsoft 365
Salesforce
Salesforce Einstein

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$79/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

OutreachPilot

Date Founded

2024

Company Location

United States

Company Website

useoutreachpilot.com

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

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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