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Best Sales Engagement Software

Sales engagement software streamlines the sales process through integrations with sales communication channels and tools, management of sales messaging and materials, and automation of tasks, messages and workflows. This software enables companies to combine their sales and marketing efforts to create personalized and automated sales journeys; these can include emails, calls, social posts, meetings, and text messages.

By standardizing both messaging and the overall sales experience, teams can report on the effectiveness of specific messaging and tactics while also reducing administrative tasks for sales representatives. Sales engagement software will integrate with existing sales solutions, such as a team’s CRM software, email software, email tracking software, outbound call tracking software, sales intelligence software or lead intelligence providers, and sales enablement software for content management, among others.

To qualify for inclusion in the Sales Engagement category, a product must:

  • Be a sales-facing product meant for daily use by sales representatives
  • Integrate sales communication channels (email, calls, social, etc.) within one cohesive platform
  • Manage standardized sales content such as email templates, call scripts, presentations, social posts, and other marketing materials
  • Automate multichannel communication sequences and workflows
  • Provide analytics or insights into sales performance
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Sales Engagement reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Compare Sales Engagement Software

Results: 42
G2 takes pride in showing unbiased ratings on user satisfaction. G2 does not allow for paid placement in any of our ratings.
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    SalesLoft
    (981)4.4 out of 5
    Optimized for quick response
    Optimized for quick response

    SalesLoft is the leading sales engagement platform, helping sales organizations deliver a better sales experience for their customers. More than 2,000 customers use the company’s category-leading sales engagement platform to engage in more relevant, authentic, and sincere ways, including IBM, MuleSoft, Square, WeWork, and Zoom. Headquartered in Atlanta, SalesLoft has additional offices in San Francisco, New York City, and Guadalajara, Mexico. SalesLoft has more than 375 employees and was recognized as the #1 best place to work in Atlanta for the second year in a row. The company was also named the 7th Fastest-Growing Technology Company in North America by Deloitte and recently hailed by The New York Times as a start-up that ‘may be the next unicorn… on a path to a $1B valuation.’ For more information on SalesLoft and how to deliver a better sales experience, visit http://www.salesloft.com.

    Outreach
    (1,238)4.3 out of 5
    Optimized for quick response
    Optimized for quick response

    Outreach, the system of action for sales teams, delivers performance and insights that result in higher velocity and more efficient selling. By automating and prioritizing all customer touch points throughout the sales process, Outreach triples the productivity of sales teams, and empowers them to drive more pipeline, book more meetings and exceed revenue goals. Outreach places actionable data intelligence at the fingertips of sales reps through a single, integrated view of all prospect-related information. Thousands of customers rely on Outreach to transform the sales process, drive collaboration between sales and marketing, and deliver higher revenue per sales rep.

    InsideSales.com Predictive Playbooks is built for SDRs and AEs who want to build closeable pipeline fast! Predictive Playbooks does this by helping salespeople get a hold of more of the right people. InsideSales.com uses their proven A.I.-platform called Neuralytics to target likely buyers combined with their cadence engine to help sales reps consistently engage all of their prospects in a personalized way. A.I. that makes sense. Just like Waze from Google helps drivers get to their destination quickly based on the data from other drivers, Neuralytics uses the collective knowledge of the Insidesales.com user base to help you build pipeline quickly. Wanna know which phone number or email address for a prospect is best based on others who have tried before? Wanna know the best time to call or email based on the experience of others? Predictive Playbooks uses Neuralytics to gives sales reps an edge over their competition. Cadence engine for all. A team of 10 or 10,000? No problem? Global team? No Problem. International calls? No problem. Legacy email server but still wanna use send tracked email? No Problem. Predictive Playbooks works side-by-side with your CRM and conveniently syncs all activity data back to your CRM. Since sales reps only spend 18% of their time in CRM, it also works outside your CRM ... wherever your reps work.

    Yesware is an email productivity software for Gmail, Outlook, and Office 365 inboxes that helps over 800,000 users to send smarter, faster emails through tracking analytics and time-saving tools that scale personalized messaging. Yesware has the capability to sync engagement data to Salesforce, eliminating the need for manual email and calendar event logging, so users can spend more time on what matters.

    Cirrus Insight
    (744)4.3 out of 5
    Optimized for quick response
    Optimized for quick response

    Get the missing features for Gmail or Outlook. 250,000 professionals use Cirrus Insight in Gmail or Outlook to track email and attachment opens, create personalized email templates, send email drip campaigns, set follow-up reminders, and schedule three times more meetings with customers. Cirrus Insight also offers world-class Salesforce integration. We get it. You work in your inbox to connect with customers. You need all the tools to close a deal in one place. Connect with leads, set up warming campaigns, schedule meetings and track attachments all from your inbox. With our Salesforce api, there’s no more leaving your inbox to log information into Salesforce. No one likes busy work. Which is why you don’t login to Salesforce or keep it up to date. You’re staying busy talking with customers and closing deals. Now you can see and update Salesforce as you work. Regardless of which email client you use, you can automatically sync emails and appointments to Salesforce, track email opens, set follow up reminders, create and update Salesforce records like leads, contacts, and opportunities, schedule sales calls, and more. Save time, be more productive. Flight Plans is the premier solution for building personalized outreach communications at scale. Build a timeline of emails, calls, and to-do items for your Flight Plan, then add prospects to the campaign that’s the best fit for them. As prospects travel on their customer journey, you respond to their emails, make real calls, and create a relationship. We’ll be there for you every step of the way so that you get the most out of the Cirrus Insight platform by providing the type of service that has earned us over 1,000 five star reviews on the Salesforce AppExchange. Try Cirrus Insight free for 14 days.

    Groove
    (327)4.7 out of 5
    Optimized for quick response
    Optimized for quick response

    #1 Sales Engagement Platform for Salesforce & Gmail Users. Groove helps managers, reps, and operations sell smarter and increase revenue by as much as 25%. Our solution empowers the entire sales organization to plan and execute personalized outreach at scale with targeted campaigns, engage top accounts with smart account based sales features, and drive productivity using actionable analytics. We power 40,000+ sales reps from leading companies like Google, Prezi, Slack, HotSchedules, and many more. Features include: ✔ Two-way integration between Salesforce, Gmail and Google Calendar ✔ Email open, click tracking & send later ✔ Create, edit & enrich any SFDC object ✔ Automated email sequencing TWO-WAY SALESFORCE INTEGRATION: Keep your Salesforce records current without leaving your Gmail account and Google Calendar. Quickly update records and log call notes right from the Groove sidebar. GMAIL & GOOGLE CALENDAR SYNC: Gmail and Google Calendar Integration for Salesforce made easy. With Groove's automatic sync, reps save time by eliminating manual data entry, and you never have to wonder if your Salesforce records are up-to-date. IT'S EASY, INTUITIVE, AND FAST: An intuitive interface combined with a Gmail sidebar and mobile add-on means you don’t have to change the way you work — Groove fits into your natural workflow. VIEW SALESFORCE RECORDS: Always have the account info you need -- right alongside your Gmail and Google Calendar. View and update opportunities and cases, and even create new leads, contacts, and accounts right from the Groove sidebar. CONFIGURABLE VIEW: Every team works differently. Customize which Salesforce fields and objects display in the Groove sidebar for each team within your sales organization. TRUSTED BY THE BEST: Highest rated Gmail and Google Calendar integration for Salesforce on the AppExchange and G2Crowd. Trusted by 40,000+ sales reps from leading companies like Google, Prezi, Slack and HotSchedules.

    Just hit send and let Mixmax-imize your impact! Mixmax’s unparalleled email management and powerful workflow automation turbocharges you sales team’s 1-to-1 email communication. Our engagement capabilities make your sales teams, customer success teams and recruiting teams more productive by eliminating manual and administrative communication tasks. Popular features include: 1 click scheduling Elimination of double booking on an individual or group calendar, The ability to know who opened your emails and when (even when sending to a list) Saving time with templates Sending personalized email campaigns at scale Enhancing emails with media such as polls, surveys and other rich media Dialing prospects directly from Gmail (the call notes are automatically added to your CRM) Mixmax Rules lets you easily create powerful workflows - based on content and actions in Gmail - across applications you already use, so you get more out of your tech stack investment. With a simple point and click interface you can create workflows like these (and more) in seconds: When a prospect signs up for a webinar on your website, automatically add them to an email sequence Automatically send out a Slack message (or create a Slack channel) when a sales contract is signed Use a completed DocuSign document as a trigger to automatically create a task in your CRM to start the account onboarding process. When a new employee signs his/her offer letter, send out a company or department announcement or update your ATS Try Mixmax today and see how you can drive revenue through higher productivity, increased customer engagement and shorter sales cycles.

    VanillaSoft
    (106)4.5 out of 5
    Optimized for quick response
    Optimized for quick response

    VanillaSoft, the industry’s most successful sales engagement platform, helps sales development teams engage over 15,000,000 contacts every month. Used standalone, or in combination with existing traditional CRM systems, VanillaSoft empowers sales reps to respond to new leads within seconds, interact with leads more consistently, across more channels, and generate more qualified sales opportunities. Globally, thousands of users employ VanillaSoft’s queue-based sales engine and intellective routing to implement sales cadence automation resulting in substantial gains in speed-to-lead, persistency, productivity and revenue-per-rep. VanillaSoft is a privately held company based in Plano, Texas, USA. To learn more, visit www.vanillasoft.com.

    We aspire to make every customer interaction successful. Every email, every meeting, and every presentation should be amazing. ClearSlide provides a complete Sales Engagement Platform that combines content management, integrated communications, engagement analytics, and guided selling to power dynamic engagement with buyers and maximize your existing CRM investment. ClearSlide customers achieve higher seller productivity, increased sales management effectiveness, and stronger customer-facing messaging. ClearSlide customers report: 10%-20% increase in closed deals 25% decrease in time to on-board new reps 50%-80% reduction in selling costs Sales Productivity An intuitive, integrated Sales Engagement Platform – with content, communications, and analytics at your fingertips to guide next step actions. Leader Effectiveness Powerful Engagement Quadrant Dashboards in ClearSlide and CRM improve deal visibility, coaching, and stronger forecasting and business results. Content Impact Recommend and promote content, providing reps the right content and tools at every point in the sales cycle. Refine and optimize messaging based on direct customer engagement and feedback.

    DealHub.io
    (66)4.8 out of 5
    Optimized for quick response
    Optimized for quick response

    DealHub is an award-winning Sales Engagement and CPQ platform that delivers a personalized buying experience at every step of the sales and prospecting funnels. DealHub enables Sales reps and buyers to meet, engage and collaborate online on relevant, personalized and dynamic content, while gaining real-time insights on buyer engagement and disposition. From simple to complex, DealHub’s CPQ software allows sales teams to configure quotes and proposals faster with fewer errors. By minimizing administrative tasks and allowing sales teams to focus on engaging more effectively with buyers, DealHub helps sales operations reduce the sales cycle and increase revenue. DealHub operates natively within Salesforce CRM and Microsoft Dynamics CRM and offers: • Configure-Price-Quote (CPQ) • Document Generation • Contract Management and Redlining • E-signature • Real-time Engagement Analytics • Predictive Sales Playbooks • Interactive Content Sharing and Engagement DealHub.io is trusted by fastest-growing technology companies, including ThoughtSpot, SalesLoft, Sisense, Looker, Clicktale, Tipalti, Dynamic Yield, INFINIDAT, Kaminario and AlgoSec. DealHub CPQ is a built-in dynamic quote generator that enables sales to create quotes, contracts and sales collaterals at the touch of a button. Rule-based templates automatically customize documents and their contents based on region, language, customer profile, product and any other chosen parameters. DealHub CPQ lets you embed customized sizing, margin and ROI calculators directly into your guided selling process. These calculators, together with DealHub’s rule-based configurator, ensure your sales reps and channel partners deliver the right solutions at the optimal price points.

    ToutApp is the leading provider of sales software that helps sales teams streamline communications to close more deals. ToutApp’s robust email tracking, templates and analytics help sales teams increase overall engagement throughout the sales process. Founded in 2011, ToutApp has more than 90,000 salespeople using its platform.

    That time you felt flat-footed on a sales call because your prospect brought something up that you hadn't anticipated... yeah, that wasn't fun and we felt your pain. Dooly's real-time playbook engine keeps your conversations as sharp and on-point as the buyer you talk to, matching their every move with sales tools that answer even their toughest questions. While we're at it, we thought we'd sneak in a bonus for you; removing the burdens associated with updating Salesforce, sharing your notes with others and panicking about pipeline updates. Dooly’s got your back so your focus remains on what matters most—winning over your customers. We built Dooly with you in mind. Your freedom to sell awaits → dooly.ai.

    Reply is an ai-backed sales acceleration platform, which automates one-to-many communication and scales cold outreach while keeping it 100% personal. The platform is featured among the top 50 tools for sales in 2019 by G2Crowd. Crash your sales quotas and book more meetings with Reply: 1. Reply automates email outreach and follow-ups. 2. It offers out-of-the-box email and campaign templates with proven top performance to help you launch your campaigns in an hour. 3. Streamline the workflow with native CRM integrations, rich API, and the power of Zapier to automatically sync data and keep CRM records up to date. 4. Reply has AI-backed email sorting feature (check the ‘Interested’ folder for the hottest leads to focus on), and Email Quality service to create best practice email copy which is likely to convert. 5. Collaborate in teams within campaigns and prospects, manage workload between team members, and perform account-based selling. 6. Track your campaigns’ progress with detailed in-depth campaign stats. Reply use cases: ✓ OUTBOUND SALES - automate outbound outreach to significantly scale sales and empower revenue growth. ✓ INBOUND SALES - engage in communication with potential customers and close more inbound deals. ✓ ACCOUNT MANAGEMENT - communicate with existing customers on a personal level. ✓ STAFFING & RECRUITING - reaching out to prospective job candidates. ✓ BUSINESS DEVELOPMENT - building relations with future partners. ✓ PR & LINKBUILDING - pitching journalists and bloggers with your idea. For more information visit https://reply.io

    PersistIQ makes your outbound sales more effective. Launch personalized campaigns with multiple touchpoints in minutes to get more conversations started from your cold leads. Eliminate common mistakes that plague outbound sales; leads falling through the cracks, misformatted emails, crossed lines of communication, forgetting to follow up, or getting the dreaded reply, “You reached out last week and we already scheduled a demo… #fail!” PersistiIQ’s powerful platform integrates into your existing workflow, CRM, and marketing automation systems. Personalization is key in selling and automation is key in productivity. PersistIQ lets you do both.

    We live in an era of hyper-competition. In response, sales teams increased the volume of prospecting calls and emails to an all-time high. The result is that buyer’s no longer give second chances on sales calls. Costello is an A.I. driven conversational playbook platform that helps sales professionals consistently have great conversations with buyers. It identifies the questions that matter most in your sales process and then help your reps beat the competition by guiding them through the critical moments in sales calls that determine whether you win or lose.

    Olono is real-time guided selling. We deliver Next Best Actions that improve win rates and quota attainment. B2B AEs and AMs use Olono to address sales issues including pipeline visibility, CRM data quality, sales process adoption and rep ramp time. With Olono organizations: - Understand and leverage ALL sales activity, from ANY and ALL sales and marketing applications. - Know how each activity, and the combination of multiple activities, impact pipeline movement and stage conversion. - Generate Next Best Actions, customized by role, defined by best practices, custom processes and machine learning. - Automate signal and data capture, getting your reps out of the data clerk business and giving you more complete and accurate customer information than ever before. - Easily identify opportunities at risk, or progressing well. Know exactly where to focus your time for the most impact to your quota and forecast.

    Engage Campaigns gives your reps access to a library of marketing-approved email templates and nurturing tracks that they can use to connect with their prospects.

    Despite an explosion of sales acceleration tools over the last 10 years, sales reps continually struggle to start the sales cycle - they just don̥'t get in front of their target audience enough of the time. FRONTLINE Selling has developed a suite of solutions that guides reps on how to create Meaningful Interactions (MIs) with targeted individuals, create more sales opportunities and nurture them to close. It's a roadmap for prospecting success! The Staccato Suite of Solutions coaches reps to execute the sales prospecting activities that drive the best results. Based on the initial analysis of 1.8 million outreach efforts, Staccato is a proven process for navigating through a target account, identifying and engaging the right key players, and securing that all-important first Meaningful Interaction. The software delivers customizable, daily recommendations on accelerating the sales process, connecting with prospects through social selling and sharing company-approved content for brand amplification and thought leadership. Staccato by FRONTLINE Selling is the most effective way to engage your B2B buyers.

    Featured in the Wall Street Journal, Inc., TIME, ABC, Forbes and PC Mag. Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t. It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, your meetings, your notes on Evernote, documents you exchanged and your interactions on LinkedIn, Facebook, and Twitter. We’ll even grab email signatures so your contacts are always up-to-date. It's all organized for you - by contact, company and meeting - without any busy work. With everything in one place, Cloze can put advanced data science to work for you. Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship. Cloze organizes by companies too - without any setup. See your complete interaction history with any company, automatically in one place: contacts, email, meetings, phone calls, notes, documents and social media too. There’s no data entry - Cloze is the automatic way to remember everyone.

    SmartCloud Connect
    (91)4.3 out of 5
    Optimized for quick response
    Optimized for quick response

    SmartCloud Connect is #1 Enterprise Class solution that brings Salesforce right to your Inbox and Calendar; it is highly customizable and allows you to synchronize emails, meetings and tasks between your CRM and Office 365, Outlook, Gmail. Using its contextual sidebar you can see and edit everything you need about leads, contacts, opportunities and other custom objects right from your Inbox.
 We enable businesses to do all their daily tasks in single-window environment right in Inbox without leaving native communication environment – Outlook / Office 365 / Outlook Web Access and Gmail Invisible for Windows and Mac. We also make sure that all of your CRM Data is always up-to-date. As part of Invisible.io, SmartCloud Connect brings over a decade of experience in engineering products to increase user adoption and ROI of enterprise applications, without leaving the native environments where they use to operate.

    Recapped enables sales professionals to easily create professional deal pages that impress buyers, guide them through the sales cycle, and track their engagement. Increase customer engagement with your sales content and collaborate effectively with key stakeholders. Replace countless email threads with beautiful centralized hub that recap your entire conversation, set clear next steps, and loop in every decision maker.

    Apollo is the unified engagement acceleration platform that gives reps the ability to dramatically increase their number of quality conversations and opportunities. Reps are empowered do more than just conduct outreach, they learn who to target, how to reach out, and what to say at speed and scale. We help drive growth and success by providing the means for teams to discover and utilize their organization’s unique best practices. By working in a unified platform, reps and managers alike save hours of time each day, strategy changes are instantly scaled across the whole team, and managers can finally dig into data at each step of their pipeline to continually find new ways to improve. Teams get access to our database of 200+ million contacts with a built-in fully customizable Scoring Engine, full sales engagement stack, our native Account Playbook builder, and the industry’s only custom deep analytics suite. Managers create and enforce order and process with the industry’s most advanced Rules Engine. Apollo is the foundation for your entire end-to-end sales strategy. Join teams like Lyft, Autodesk, and Snowflake to experience the future of sales today. Ready to join our crew? Email sales@apollo.io.

    Ebsta empowers thousands of companies to drive customer engagement at scale with a suite of customer intelligence & sales enablement tools for Salesforce. ✓ Unlock your company network ✓ Create personalised workflows and cadences ✓ Track engagement in real-time ✓ Score customer engagement and identify those that need attention ✓ Measure team activity and performance ✓ Seamlessly integrate with your CRM, emails and calendars Get in touch to find out how we can help your company with driving customer engagement: https://www.ebsta.com/request-a-demo/

    The ultimate all-in-one sales platform. Lead generation, email automation, sales workflows, predictive insights and reporting under one roof

    Our email lead generation software turns cold contacts into warm B2B leads.

    Bmetric is a customer engagement software that helps companies drive traffic to the website and convert into sales.

    Analyze and manage your Facebook Messenger for free.

    ConnectLeader provides sales acceleration technologies for all types of sales roles to increase their top line revenue by increasing productivity from 10% to 800%. Our Intelligent Sales Acceleration platform gives sales, lead generation, and marketing teams powerful tools to identify the right prospects, obtain accurate contact data, and enable accelerated communication using our sales connectivity optimization and lead nurturing solutions. Beware; one size does not fit all! Successful business lead generation programs require different sales acceleration tools for different sales roles - our platform provides all of them. Engage leads systematically across multiple communication modes and increase velocity at the top of the funnel while implementing your strategy at scale. TruCadence® does this and more, unlike any other sales cadence solution on the market. The patented cloud-based technology is built on the Adaptilytics® predictive intelligence engine, which identifies and prioritizes prospect lists ensuring your best sales leads are contacted first. Adaptilytics self-learns by analyzing more than 5 billion data points. For sales teams that want to enrich and improve CRM database ‘on-the-fly’, our Data Genie® delivers accurate contact data and intelligence from third party data sources directly to your CRM system.

    FatStax is a sales acceleration platform that combines product catalogs with resource libraries.

    All-in-One Lead Generation & Sales Automation Growlabs combines lead generation with powerful automation to help their clients grow their businesses via automated sales, at scale. The plaftorm uses machine learning and artificial intelligence to deliver unbeatable results

    Boost email outreach on autopilot! It often takes up to 9 follow-ups to get an answer to your cold email. Hotter makes your life easier by automating that flow. Outbound sales - scale sales outreach to the levels unachievable by humans alone Inbound sales - automate lead follow-up to close more deals, faster PR & Link-building - reach out to reporters, bloggers, and opinion leaders to promote content

    IBM ExperienceOne is marketing software that replaces IBM Enterprise Marketing Management (EMM) brand.

    A Sales Acceleration Platform engineered to Drive Deals. Lucrativ, a sales accelaration and CRM platform created for every sales development teams of every business industry. Equipped with a multichannel customer connectivity center with integrated dialer, SMS, calendar, and more with seamless operation across desktop and mobile apps which aids the sales teams to drive productivity further.

    OutboundWorks offers an account-centric sales development solution.

    Plan2Win offers Account and Territory Planning solutions for Salesforce instance.

    The fastest and easiest way to organize leads, close the loop, and ensure nothing falls through the cracks.

    Qurious is the first real-time voice A.I. platform that enables sales leaders to scale their organizations better and faster, at lower cost.

    Helps sales professionals, sales managers, and business owners to improve sales performance by identifying how to best communicate with prospects.

    With Interactions Intelligent Virtual Assistant, it's easier than ever for you and your customers to interact and get things done.