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How to choose the best sales engagement platform for you

Posted: Tue Dec 03, 2024 10:22 am
by suchonaka.n.iz
Businesses are using sales technologies to streamline their operations. Sales engagement software is one of the most widely used tools out there.

According to Aragon Research, the sales software industry grew to $5 billion by 2023. And it's not slowing down.

Are you looking for the best engagement platform that will help you book more meetings? This comprehensive guide is for you.

We will explore how to choose the best sales engagement platform that helps to communicate with customers, sync with teams, and ultimately, land sales easier.

What is a sales engagement platform?
A sales engagement platform (SEP) is a software tool designed to streamline and improve the efficiency of the B2B (business-to-business) sales process.

Meanwhile, sales engagement is the actions a sales rep takes to engage potential buyers in a conversation. This includes multichannel outreach through email, calls, and social channels, with a combination of automation argentina phone number list and personalization to create the most efficient sales cycle possible.

The key features of sales engagement platform are:

Centralized Communication: SEPs act as a hub for managing all communication channels with potential customers (prospects). This can include email, phone calls, social media outreach, and even SMS messaging.
Automation: SEPs automate repetitive tasks like sending email sequences, scheduling follow-up calls, and managing reminders. This frees up salespeople's time to focus on more strategic activities like building relationships and closing deals.
Personalization: SEPs allow for personalizing outreach messages and content to individual prospects. This can significantly improve engagement and response rates.
Sales Pipeline Management: SEPs help track the progress of potential sales deals through various stages of the sales pipeline. This provides valuable insights into sales performance and helps identify opportunities for improvement.
Analytics and Reporting: SEPs offer data and analytics on sales activities, email engagement, and other metrics. This data can be used to optimize sales strategies and measure the effectiveness of campaigns.
Generally, people turn to sales engagement platforms and tools to streamline multiple processes of their work. If you try to manage all of this yourself you will drive yourself crazy between all the channels, personalization, and backend management.

Sales engagement platforms help to make sales managers' and sales reps' lives a whole lot easier.

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Benefits of a sales engagement platform
When you're looking for software, you're usually trying to find one of two things: it makes you money or saves you time.

The huge benefit of sales engagement tools is that they do both.

1. Increase your sales with multichannel prospecting
Let's talk about making money first.

The point of a sales engagement platform is to organize all of your communication with a prospect – meaning every channel that you use… in one clean place.

Cold email works really well alone, but when you combine it with social channels and cold calls… it's pure magic.

Need some proof? Just check out the results of one multichannel campaign we've run recently.


With a combination of cold email and LinkedIn, Daria's reply rate was 38%.

Why did it work? Because you're reaching people on the channel they are more likely to respond on.

In real talk, this means you can send a detailed email to explain your proposition, but shoot over a friendly LinkedIn message or Twitter comment to connect on a more personal level. And this is where the real good stuff happens.

Just imagine: you get a cold email about a product that would be really useful for you and your team but your inbox is simply flooded with emails, and before you know it you're caught up with your to-do list.Sounds familiar, right?

But then, a couple of days later, you get an intriguing LinkedIn message from someone asking if you saw their email.

And hey, look at that, it's the same person who emailed you about the tool that could really help you.