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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 Personas?

Cut your prospecting time in half while achieving exceptional results. By focusing on the distinct personas of your business, you can significantly increase the number of qualified meetings, optimize your prospecting processes, and enhance your revenue generation. Keep your outbound strategy effective and efficient with a precisely targeted lead generation platform that smoothly integrates with your existing sales tools. Acquire only the leads that fit your ideal customer profile by employing criteria such as company size, technology utilization, online presence, and organizational structures. These leads are automatically directed into your customized sales engagement campaigns, allowing you to eliminate tedious tasks that burden your sales team, such as managing spreadsheets, cleaning lists, and deduplicating leads. Personas provides sales representatives with the opportunity to save between 10 to 22 hours each week compared to conventional manual lead selection methods. Experience a cohesive platform tailored for efficient lead management, as Personas maintains two-way synchronization with Salesforce, HubSpot, Outreach, and other essential tools, ensuring your lead data is always up-to-date. It smartly prevents the acquisition of leads already present in your CRM, contributing to a clean and well-organized database. By utilizing this platform, your sales force will be empowered to dedicate more time to selling rather than administrative duties, ultimately fostering increased success and productivity. Additionally, this enhanced focus on sales activities will further elevate your team's performance and drive impressive growth for your business.

Media

Media

Integrations Supported

Salesforce
Facebook
Google Drive
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Sales Hub
LeanData
LinkedIn
Mailchimp
Marketo
Mixmax
Outreach
PersistIQ
Pipedrive
Salesforce Customer 360
Salesforce Einstein
Salesloft
Yesware
Zapier

Integrations Supported

Salesforce
Facebook
Google Drive
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Sales Hub
LeanData
LinkedIn
Mailchimp
Marketo
Mixmax
Outreach
PersistIQ
Pipedrive
Salesforce Customer 360
Salesforce Einstein
Salesloft
Yesware
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$500 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

Personas

Date Founded

2014

Company Location

United States

Company Website

www.gopersonas.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

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Management

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

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training 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 Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

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