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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 SalesExec?

SalesExec streamlines the intricate process of following up with potential clients for sales professionals. By removing the uncertainty surrounding which leads to contact and the optimal timing for those calls, SalesExec empowers your sales team to engage with prospects more effectively through its features of guided selling and automated prioritization. As a result, they stand a better chance of closing more deals. Additionally, SalesExec provides valuable efficiency tools such as local presence dialing, which can increase the number of reachable sales opportunities by 60%, along with automated SMS messaging that allows timely communication with customers during their purchasing journey. Furthermore, SalesExec enhances your marketing efforts by intelligently managing and prioritizing all incoming phone calls and web leads. This innovative platform simplifies the handling of thousands of leads, ultimately maximizing your return on investment by ensuring consistent customer follow-up and outreach, which is crucial for sustained business growth.

Media

Media

Integrations Supported

Gong
Google Drive
Highspot
LeanData
Microsoft 365
Salesforce
Salesforce Einstein

Integrations Supported

8x8
Cisco Webex
Domo
FullContact
Nextiva
RingCentral RingEX
Skype

API Availability

API Availability

Has API

Pricing Information

$50/user/month

Pricing Information

$65.00/month/user
The per-user fee includes a dedicated customer success manager: no long-term agreement, month-to-month, and pay-as-you-go. Texting is $.02 per text, and inbound call routing is $.025 per minute.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online 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

ClickPoint Software

Date Founded

2007

Company Location

United States

Company Website

hubs.ly/H0KDh-70

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

Call Center

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Email Marketing

CAN SPAM Compliance
Event Triggered Email
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

IVR

Call Center
Call Logging
Call Recording
Call Routing
Multiple Scripts
Phone Key Input
Voice Customization

Lead Capture

Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring

Lead Management

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

Lead Nurturing

Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Mobility

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

Sales Acceleration

Not specified

Sales Enablement

Contact Management
Document Management
Lead 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

SMS Marketing

2-Way Messaging
Contact Management
Mass Texting
Message Personalization
Scheduled Messaging

Telephony

Auto-Dialer
Call Center Management
Call Monitoring
Contact Management
IVR / Voice Recognition
Inbound Reporting
Outbound Reporting
Telemarketing Management
VoIP
Voice & Data Integration

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