Top Free Sales Engagement Software

Check out our list of free Sales Engagement Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Sales Engagement Software to ensure you get the right product.

Results: 51
(1,903)4.3 out of 5
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

I love outreaches task workflow and also their sequences. It allows you to set your workflow and fly through high volumes of activity without... Read review
I love the ability to sequence multiple users. Read review
(1,249)4.7 out of 5
Optimized for quick response

Groove is the leading sales engagement platform for enterprises using Salesforce, specializing in ease-of-use, ease-of-administration, and cross-team collaboration. Built for the needs of full-cycle sellers, Groove automates non-sales activities so that pre- and post-sales reps can spend more time building relationships and generating revenue. On average, Groove gives revenue teams 20% of their time back to focus on higher-value activities. Groove’s Salesforce-native architecture can be customiz

Jon W.
Lots of flexibility and possibilities for integration with Salesforce and gmail. We are very impressed with the support and dependability they... Read review
Sarah M.
Working in Customer Success, I don't use Groove's full functionality, but the simplicity of setting up email templates, and meeting scheduler I can... Read review
(1,320)4.2 out of 5
Optimized for quick response
Entry Level Price:$27 per user/month

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 warm

We've been using Cirrus Insight for several years to integrate Gmail activity into Salesforce. Read review
Easy setup and SF integration. Features such as tracking, templates, reminders, and more have made sales productivity a breeze. If you are looking... Read review
(6,621)4.3 out of 5
Entry Level Price:$0

Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for growing teams. Sales Hub is built on the HubSpot CRM platform, where customer data, tools, and teams come together to create a single source-of-truth. Tap into our expansive ecosystem of app and solutions partners to craft an exceptional end-to-end customer experience. Whether it’s strategies, servi

Website Performance and Website services Read review
Noah H.
Very user friendly. I had never used CRM and sales management software before and I picked it up with very little training. Read review
(692)4.4 out of 5

Yesware is made to make salespeople's lives better. Salespeople are working harder than ever in this new normal and Yesware is here to help with an easy-to-use toolkit to make your hard work pay off. Our goal is to make you feel as secure and productive as possible while hitting your sales goals each month. Even though things look different, we still firmly believe that real customer connections lead to better sales outcomes. Our all-in-one toolkit automates administrative tasks and gives sale

Being able to schedule emails throughout the day and a couple of days in advance is huge for me. Also, the fact that I can see if the recipient has... Read review
Email tracking, ensuring my messages are delivered Read review
(477)4.1 out of 5

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 me

i like the user ability of clear slide and the ease of training on the platform Read review
ClearSlide is a fantastic product. Being able to share screen without downloading is great. Important the notification by electronic mail almost... Read review
(539)4.5 out of 5
Optimized for quick response

Accelerate your company’s revenue with XANT Playbooks, the smartest sales engagement platform. With Playbooks, sales professionals increase productivity, optimize customer interactions, and connect to the right buyers. Playbooks goes beyond a traditional sales auto dialer or sequencer. It doesn’t just help your team do more, it helps them do more of the right things. Reps are provided with additional contacts and recommendations of who, when, and how to reach out—making their efforts more eff

This is exactly the right solution for an IS team. This gives us a chance to target appropriately and intelligently while ensuring prompt follow... Read review
Vance B.
Collective intelligence! Stay organized and hyper-focused. Read review
(879)4.6 out of 5
Entry Level Price:$0 per user per month

Built on the next-generation customer engagement platform, Freshworks CRM helps break internal silos and deliver personalized experiences across marketing and sales. The AI-powered CRM enables sales and marketing professionals to better understand customers with the right customer insights at the right time across each touchpoint. The CRM includes salesforce automation, marketing automation, chat, and telephony all in one solution. Freshworks CRM Sales Cloud is a complete end-to-end solution f

From Freshmarketer you can import customer databases even if they have been created in Microsoft Excel or some other external service. It has its... Read review
It allows you to send email marketing campaigns so you can complete all operations through one system. Separate prospects from customers to ensure... Read review
(599)4.6 out of 5
Optimized for quick response
Entry Level Price:from $70 per month

Reply is a sales engagement platform that automates email search, LinkedIn outreach, personal emails, SMS and WhatsApp messages, calls, and tasks. It eliminates routine work and let your sales team focus on what really matters - closing deals. The platform is featured among the top 50 tools for sales in 2020 by G2. Crush your sales quotas and book more meetings with Reply: 1. Reply automates bulk email search, LinkedIn outreach, personal emails, calls, SMS and WhatsApp messages according to yo

Tracilyn B.
We reached out to several "cold" email marketing companies over the course of two months, and Meshelle Hamlet from was the only... Read review
It is really easy to create a sequence. I also love the way you get immediate feedback on a number of aspects of your email to show the potential... Read review

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.

I've tried out countless other products that offer the core features that Toutapp does: email tracking, template storage, basic reporting, basic... Read review
Eric S.
I loved the simplicity of ToutApp. From a sales perspective, I could set up the emails I typically send as a template, and then right from Gmail I... Read review
(321)4.6 out of 5
Optimized for quick response
Entry Level Price:$80 per user per month

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 routin

I liked so many of the features that Vanilla Soft offer, especially the script and the variety of response options that can be considered. My Call... Read review
VanillaSoft is easy to use, and custom fields/tables are vital for segmentation, and built in email/sms post-call is great, especially for reaching... Read review
(429)4.6 out of 5

Maximize your brand and make it easy for customers to do business with you! Workflow automation is one of the biggest trends these days. The good news is that automation has increased the amount of prospects businesses can reach exponentially. The bad news is that the customer experience has taken a major nosedive because business interactions no longer feel personal or meaningful. So how does your company get the best of both worlds? By using automation to reach two goals - interact with as m

Sami L.
Mixmax offers a couple of important features. Those are: A. being able to see who has read your email and when. The other one, B is that I can send... Read review
Neil I.
Mixmax has a lot of great features built right into your gmail inbox. For example, rather than creating a poll in one system and imbedding it into... Read review
(214)4.4 out of 5
Optimized for quick response

What is Revenue Grid? Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring the best results, shows deals at risk, and prioritizes tactics with the greatest impact. Revenue Grid helps sales teams sell more by providing: Guided selling - Reduce human error and increase sales velocity with guiding Signals based on AI suggestions and your team’s own playbook Pipeline Visibility - See the health of every deal at a glance

Maintaining records becomes a breeze (Contacts, Opportunities) Lots of configuration possible in settings Read review
Ease of use - just a couple clicks and I'm synchronized! I also appreciate the email tracking. Read review
(225)4.7 out of 5
Entry Level Price:$0 user/month

PersistIQ is a free email automation platform to send a small batch of personalized emails. We help hundreds of small teams (1-200 employees) send batches of personalized emails for sales, marketing, and other customer outreach. Our platform is simple to set up, allows custom sequence building, A/B testing, and analytics. Our integrations with Salesforce, Copper, and Zapier allow for a streamlined workflow.

Ramiro G.
How much time it saves me. Finding emails and directly adding them to a campaign has never been easier. Their customer service is A1 and they even... Read review
Joe W.
The system is very seamless to use and connect with Copper, our preferred CRM. Any responses automatically pull the prospect from the next... Read review
(225)4.6 out of 5

The key strategy in generating predictable revenue is building a predictable pipeline. Sales VPs of some of the biggest Fortune 1000 companies use Autoklose daily, to achieve this. Autoklose is the first email outreach software with an integrated B2B database filled with over 8 million verified B2B leads. Awarded for its intuitive and easy-to-use interface, Autoklose reduces the onboarding time to a minimum making your sales reps happy and focused. • save 3 hours per day, per sales rep. • sync

The product is very easy to use and configure. The quality of support and ease of access to the support team sets Autoklose apart. They are... Read review
Sreten V.
All you need on one place. User friendly design, align marketing and communication activities, very easy to use tool with great work output while... Read review
(253)4.8 out of 5
Optimized for quick response

DealHub's award-winning CPQ, CLM & Remote Selling platform enables sales teams to build and maintain engaging, personalized dialogue with prospects throughout their buying journey. Operating across the entire sales cycle, DealHub users benefit from real-time buyer intent and sales insights at each stage in the sales process, faster time-to-revenue and the ability to differentiate themselves from their competition. The DealHub Platform includes: * Guided Selling Playbooks * Configure-Price-Q

Very good support! Fast response times and easy collaboration even with time differences. Read review
Incredibly flexibility in configuring a playbook allowing for different discounts, promotions, product packaging. I haven't come up with a... Read review
(493)4.4 out of 5

Today’s top sales orgs know the value of better data—smarter scoring, better routing, and more revenue won. Clearbit automatically updates your sales records with accurate, verified company and contact data. With best-in-class data at your fingertips, you’ll have better insights into your prospects and more time to connect with them. Better data also means better targeting: Set up smart lead scoring and segmented lists, so you always reach out with the right message. Plus, get alerts when key

The fact that you can easily connect with any of your prospective leads and get decent results at a nice price, is pretty much the best thing about... Read review
Matthew H.
The information provided is very accurate, and also allows users to find additional contacts, together with LinkedIn profiles to obtain essential... Read review
(165)4.7 out of 5

Dooly is the fastest way to update Salesforce, take sales notes, and easily manage all your deals. You were born to sell, not do data entry. Save 5+ hours of gruntwork every week. Ready in 60 seconds. No setup. Start for free @

Dooly is an incredible tool that helps me take notes in real time during my sales calls, and transfer information seamlessly into Salesforce. It... Read review
Mike M.
Easy to keep track of action items and next steps discussed during customer meetings. Easily syncs with my Gmail Calendar and Salesforce contact... Read review
(161)4.7 out of 5
Optimized for quick response

ConnectLeader provides multi-channel B2B sales engagement technologies for all types of sales roles to increase their top line revenue by increasing productivity up to 800%. Our Intelligent Sales Acceleration and multi-channel Sales Engagement 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; on

Avi A.
We have been using ConnectLeader for a while now, and have seen wonderful results. Our BDR teams are able to dial 10x the volume in a given day... Read review
The technology dials the lists that I prepare so I can have more conversations. It automates the messy part of who to call. It allows me to focus... Read review
(128)4.7 out of 5
Optimized for quick response
Entry Level Price:$100.00 monthly, per user

Interseller is a NYC-based SaaS company in the recruiting tech space. Since 2016, we've been helping teams around the world build more predictable client and candidate pipeline. Our platform helps reduce the time it takes to engage with prospects and candidates. Interseller can find and reach out to any personal or work email address through automated and personalized email sequences, all while keeping 25+ CRMs and ATSs up-to-date.

Matt R.
Overall, the user experience and ease of use is top notch. The platform is as powerful as an Outreach or SalesLoft at a fraction of the price. For... Read review
How easy it is to setup and use interstellar. Also the ability to find emails. Read review
(156)4.5 out of 5
Entry Level Price:$99/mo per user

Apollo is a data-first engagement 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 tim

The REAL Jay V.
The easy list filtration process allows for refined targeting, so many filters! Read review
Christian O.
The price and capabilities are incredible. This could change the sales enablement space because it's not ridiculous price points at like 50k a year... Read review
(188)4.7 out of 5
Entry Level Price:$49 user / month

Veloxy is a revenue growth system that multiplies and accelerates your selling activities while eliminating non-selling activities that cost you time and money. It's one integrated sales platform that gives your essential sales capabilities — sales engagement, sales enablement, sales productivity, and Salesforce adoption — a single touchpoint across all devices to help you close more deals and generate more leads. 1,000's of field sales reps, inside sales reps, and sales managers are transform

Veloxy has been a huge time saver for me on many aspects. So many benefits. Automatically logging calls and emails, quick access to my leads and... Read review
Kaitlin K.
I no longer have to spend hours looking for leads and generating a pipeline outside of Salesforce. Now I can simply walk out of a meeting and be... Read review
(179)4.4 out of 5
Optimized for quick response
Entry Level Price:$0 user/month

Hippo Video is a cloud-based video CX platform by Lyceum Technologies Inc, Newark, Delaware. Since its launch, Hippo Video has managed to acquire over 1 Million users before launching the latest video CX platform. Hippo Video is built for the needs of your Sales, Marketing, and Support teams enabling them to humanize communication thus allowing to have REAL engagement with your prospects and customers. It has more than 1,000 mid and large business customers globally including the likes of Panas

Can't get up and running really quickly. Read review
The best part about Hippo is the plugins for Linked In and Outlook. It makes it very easy to record videos quickly. Also, the teleprompter is... Read review
(1,931)4.6 out of 5
Optimized for quick response

Adapt is a global B2B contact and company database provider across multiple industries. Adapt has 300,000+ users and 100 million business contacts, including industry-specific company database and contact information such as job title, direct dial, and email addresses. Adapt is a unified sales accelerating platform with the industry-leading products Lead Builder, Prospector and Engage. With robust CRM integration and chrome extension, Adapt’s database enables sales representatives, marketing l

The app is fast, well-made and convenient. Read review
Marko T.
I can find every email without problems and everything. Read review
(95)4.2 out of 5
Entry Level Price:$75 USD/Month

Salesforce High Velocity Sales (HVS), a Sales Cloud add-on product, is a streamlined Salesforce solution tailored to inside sales teams and designed to improve their sales processes. HVS gives teams insights and automation to prospect smarter and faster, integrated tools to eliminate busy work and multiple logins, and best-practice automation for scalable, repeatable success. It's driving performance through digital selling. And it's enabling teams to be agile. All on the powerful Salesforce pl

Joe S.
The reminders to track my follow ups , information at a touch of my finger Read review
Doug T.
Easy to setup by drag and drop patterns for contact, creating consistent processes for follow up allowing you to prove out a process and free up... Read review
(66)4.6 out of 5

Klenty is a sales engagement platform that can help sales teams reach out to prospects by sending personalized emails and automated follow-ups at scale. Using Klenty, you can automate all the repetitive activities involved in your sales process like sending cold emails, follow-ups, tracking engagement metrics, etc - so that you can focus more on activities like building relationships and closing deals. Klenty has native integration with many of the popular CRM's like Pipedrive, Salesforce, Zoh

Klenty is an excellent tool to do drip campaigns for prospects and partners. It helps us to communicate our messages personally to prospects and... Read review
Michele H.
Klenty is a useful prospecting took for outbound drip campaigns. Easy to use and cost effective. A real plus that it connects to Pipedrive. Great,... Read review
(53)4.8 out of 5
Entry Level Price:$0 0 Custom Custom

Engage in genuine conversations at scale, & get insights to drive revenue growth with Outplay. We are the new-age sales engagement platform and the only tool your sales team will ever need to crush their goals. Easier to use, intuitive interface Free 24-7 support Free Onboarding support for success Multi-channel outreach (Email, Call, Sms, Linkedin) Built-in automation for saving time Integrations with Salesforce, Pipedrive, Office 365, Crelate

Barry W.
Outplay is really a premier product that replaced multiple tools all in one! Email sequences and tracking, phone sequences and voice messages,... Read review
Steve L.
I was able to get my OutPlay desktop platform setup in a short time frame. The support staff was prompt and answered all my questions. You can... Read review
(278)4.5 out of 5
Optimized for quick response
Entry Level Price:$0 /month

Lead411 provides the most comprehensive and accurate information about contacts and companies available in the marketplace. Through targeted filters, and sales intelligence data points, customers are able to view complete contact data profiles and find growing companies that are more likely to be in a buying cycle for adding services/solutions. Our sales intelligence triggers are an easy way for you to filter for companies that make the most sense to reach out to. Sales Intelligence data

It's one of the most affordable options out there for lead lists. The data is very good. What sets them apart is not having to lock into an... Read review
While it has it's limitations, Lead411 gets me 80-85% of the information I am looking for at a fraction of the cost of some of the other software... Read review
(49)4.5 out of 5
Optimized for quick response
Entry Level Price:$50 per user/per month

Ebsta's Revenue Intelligence Platform helps B2B sales teams build better relationships to drive predictable revenue growth. With Ebsta, Sales Teams can now : ✓ Improve Sales Forecasting by proactively identifying opportunities at risk ✓ Have better visibility of your pipeline with accurate, up-to-date insights. ✓ Quickly spot the opportunities that have low engagement and need attention. ✓ Monitor activity levels and their effectiveness to help your team close more deals. ✓ Ensure relationship

Will R.
I know all our data and info is up to date, and can run reports on the data in Salesforce knowing what our sales teams have been up to etc. We have... Read review
Asher O.
It scans highlighted text to determine if prospects are already in Salesforce, making it easier to search for leads on all platforms. We're also... Read review
(51)4.9 out of 5
Entry Level Price:$25 user/month

OneMob is the modern sales engagement platform that makes business communication personal, engaging, instant and tied to revenue. With the OneMob platform, you can: Create (aka Personal): - Record videos from your mobile (iOS or Android), webcam or make computer screen/face recordings - Edit and enhance your videos with company watermarks, filters, text overlays and green screen - Make the perfect recording using our script teleprompter - Upload, tag and manage your videos, documents, images,

Matt T.
I love OneMob because it allows me to disrupt the traditional sales outreach process and create a meaningful virtual connection which often leads... Read review
Ease of using the platform and support from OneMob Read review

Top 10 Free Sales Engagement Software in 2021

  • Outreach
  • Groove
  • Cirrus Insight
  • HubSpot Sales Hub
  • Yesware

Learn More About Sales Engagement Software

What is Sales Engagement Software?

Sales engagement software allows users to connect various communication software and sales tools into one streamlined sales platform. A typical sales engagement platform enables users to interconnect email, content management systems, phone conversations, CRMs, and other sales tools. This allows them to house all customer data and communication in one central location, making prospecting and engagement with customers more efficient, streamlined, and personal.

Implementing both CRM software and a sales engagement platform provides the perfect connection of personalized customer interaction. While CRMs are built to house customer records and track relevant data throughout the customer lifecycle, a sales engagement platform is built to use that data to drive personalized customer communication. Sales engagement software uses A/B testing and machine learning to pull insightful data into what truly engages certain customers. For example, if a sales team is reaching out to a prospect through email and the recipient always checks emails at a particular time, the software will suggest sending those emails at the optimal time. Similarly, if the sales engagement software notices that prospects are more likely to respond on social media rather than email, then the software will recommend reaching out through that communication channel. Overall a good sales engagement platform provides sales teams with tools to plan sales sequences, execute sales strategies, and analyze customer interactions across all communication channels.

Key Benefits of Sales Engagement Software

  • Provide one central platform for all customer contact information
  • Provide personalized sales communication to all customers and prospects
  • Provide valuable metrics on customer engagement such as email, phone call, and video call response rates

Why Use Sales Engagement Software?

Most sales teams focus a great deal of their time logging customer interactions into CRM software or scattered throughout excel sheets. Sales engagement software automates this process by automatically logging important phone conversations, emails, and other integral communication points into the software. Additionally, it also provides valuable engagement metrics such as opens, clicks, and unsubscriptions. With all major sales communication channels and data linked into one platform, sales teams have a better, comprehensive picture of how to effectively communicate with particular prospects and customers.

Increased efficiency — The real benefit of having all customer data in one central location is increased efficiency in customer prospecting. Through connecting CRM, email, and other additional sales tools, users save time by not having to toggle between several programs for various customer information.

Improved communication — Customer contact information is useless unless the user takes advantage of the various communication channels at their disposal. Sales engagement software offers ways to reach out on email, phone, and various social channels. With a variety of communication channels available, the user is more likely to reach prospects and drive sales deals through the pipeline.

Analytics — Sales engagement software provides analytics and reports on what works well across customer prospecting. While some businesses may believe email still works, customers may prefer more in-person communication or video conferencing calls. While some outreach may work over email, more success might actually be found on social platforms. All these metrics for sales prospecting and driving customers through the sales pipeline can be compiled into an easily digestible format that allows users to utilize the most effective sales communication channels.

Who Uses Sales Engagement Software?

A sales engagement platform serves as an effective sales playbook for account executives, business development representatives, and account managers. Within sales engagement software users are able to set up sales frameworks that have the most effective chance of converting a prospect into a customer. This may be a plan that implements a mix of email, social media outreach, and video calls. Establishing such playbooks also help with onboarding new account executives (AEs) and BDRs and getting them up to speed at a quicker rate.

Sales development representatives — Sales development representatives (SDRs) solely focus on outbound prospecting and generating leads. Sales engagement software is an effective tool to help SDRs with understanding when and how to reach out to prospects. With data pulled from the sales engagement software, SDRs are able to understand when they should reach out to prospects and via which channel. All of these data points drive higher rates of responses from prospects.

Account executives (AEs) — AEs often focus on maintaining strong relationships with current customers as well as creating sales deals to bring in new customers. Since AEs are often tasked with maintaining customer relationships, they potentially spend an entire day logging important pain points and notes on customer relationships. Sales engagement software help AEs focus on communication by automating the logging of all relevant emails and calls.

Customer success managers — Customer success managers also spend a great deal of time ensuring that customers are happy and that all of their needs are met. Sales engagement software makes this communication more personal by identifying which times are the best to check in on customers.

Sales Engagement Software Features

Automation tools — Automation features allow users to save time when it comes to prospecting and inputting customer information. For example, when customers make a new connection on a social platform, that connection is automatically imported into the users’ CRM as a contact, so they won’t have to waste time inputting the customer information manually.

Reports — Sales engagement software provides users with comprehensive data points on which outreach methods are working and which ones need reconsideration. Users can compile reports on specific marketing outreach, such as cold calling, emails, or social media outreach.

Email management — Email is one of the key communication channels throughout the sales cycle. Sales engagement software provides users with email management features that allow them to choose from a handful of premade email templates, track when and if a customer opened an email, and schedule emails at a date and time when customers are most likely to read them. Additionally, when correspondence occurs through emails, sales engagement software automatically logs key points and tracks relevant customer information within the software.

Dialer — Dialers within sales engagement software are similar to outbound call tracking software which allow users to call leads directly through the solution and record calls and prospect data. All calls are automatically logged into the software so users are able to keep track of when and how often they are in communication with prospects.

Personalization — Personalization features allow users to tailor communication styles for each prospect and customer. With built in machine learning capabilities, sales engagement software determines when is the best time to reach out to a prospect as well as through which communication channel. This improves the chances of the prospects responding to messages.

Lead scoring — Lead scoring allows users to rank leads based on how engaged they are with the business. Through lead scoring, users easily note where they should invest their time and which leads have gone cold. Lead scoring is customizable up to the user’s discretion. A user may rank email interactions as having a high weight for engagement, where other users may rank social engagement as a the same. Ultimately the choice is up to the user in evaluating which leads are worth pursuing.

User profiles — User profiles allow users to create profiles for various employees of the company. Profiles can be customized so employees get the right level of access to features within the software.

Potential Issues with Sales Engagement Software

Data management — A major issue that can occur with implementing sales engagement software is data inconsistency. Managing countless data points for hundreds of customers can result in some data being incorrect if it is not validated on a regular basis. Upkeeping all of this customer data can take a lot of time and can be strenuous for sales representatives that should be focusing on prospecting and driving deals through the pipeline.

Data privacy — Customer privacy and security is becoming increasingly critical with more regulations surrounding collecting personal customer information data like the general data protection regulation (GDPR) and the California Consumer Privacy Act (CCPA) cropping up. These acts ensure that customers know when and how their data is being collected. For users who want to deploy sales engagement software, it is critical to check what security features they provide.