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What is Saleswise?

Saleswise simplifies the process of consolidating your team’s communications, meetings, documents, and CRM updates directly into your inbox, making it easy to interpret information and take swift action. In the complex realm of B2B sales, there are numerous touchpoints throughout the organization, but these valuable interactions often go undocumented and get lost in disparate inboxes and calendars. By bringing together these many-to-many relationships, SalesWise provides a holistic 360-degree perspective of customer interactions, which enhances collaboration among various teams. The platform integrates seamlessly with Salesforce and a variety of email systems, ensuring smooth transitions for managing customer relationships. Regardless of any shifts in your team or client roster, all critical data remains easily accessible to those who need it the most. By supplying vital relationship data across the enterprise, SalesWise enables teams to maintain their efficiency and focus on achieving objectives. It eliminates the chaos of email CCs, forwards, and unwieldy internal updates regarding deal progress, all while aligning the organization without imposing extra per-seat fees. Ultimately, this groundbreaking solution revolutionizes how teams engage and handle their sales processes, fostering an environment ripe for enhanced productivity and success. With SalesWise, your sales team can navigate their tasks with clarity and purpose, ensuring that every interaction is meaningful and impactful.

What is Salesforce Engage?

Maintain precise communication with a range of marketing-approved templates and nurturing tracks tailored for success. Stay informed on trends that facilitate quicker deal closures and leverage interactive dashboards that enable representatives to monitor and assess their campaign effectiveness. Effortlessly dispatch personalized emails using your chosen email platform, while automatically recording all interactions in Pardot and Salesforce for thorough tracking. Obtain valuable insights into every engagement to refine your sales tactics and observe prospect interactions in real time, helping you identify the best moments to reach out. Operate your business from anywhere, whether at your desk or on the move, ensuring timely responses during critical engagement periods. Moreover, you can conveniently add leads to nurturing campaigns directly from your mobile device, guaranteeing that no potential opportunity is overlooked. This remarkable degree of adaptability and quick action can greatly enhance your sales results, leading to more successful outcomes overall. By implementing these strategies, you can cultivate stronger relationships with prospects and ultimately drive higher conversion rates.

Media

Media

Integrations Supported

Salesforce
Inspire Planner
Lyftrondata
Salesforce Essentials
Salesforce Marketing Cloud Account Engagement
Salesforce Platform
Wufoo
Zapier

Integrations Supported

Salesforce
Inspire Planner
Lyftrondata
Salesforce Essentials
Salesforce Marketing Cloud Account Engagement
Salesforce Platform
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$500 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Saleswise

Date Founded

2014

Company Location

United States

Company Website

www.saleswise.com/the-platform/

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.pardot.com/solutions/salesforce-engage/

Categories and Features

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

Call Tracking

CRM
Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition
Keyword Tracking

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team 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 Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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