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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.

Best Sales Engagement Software for Medium-Sized Businesses

Products classified in the overall Sales Engagement category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Sales Engagement to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Sales Engagement category.

In addition to qualifying for inclusion in the Sales Engagement Software category, to qualify for inclusion in the Medium-Sized Business Sales Engagement Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

Top 10 Sales Engagement Software for Medium-Sized Businesses

  • SalesLoft
  • HubSpot Sales Hub
  • Outreach
  • Groove
  • XANT Playbooks
  • Freshworks CRM
  • Yesware
  • Cirrus Insight
  • VanillaSoft

Compare Medium-Sized Business Sales Engagement Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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(2,259)4.5 out of 5
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SalesLoft is a critical component of any winning sales strategy, the platform creates an engine for revenue teams to communicate with customers, navigate the sales process, and replicate success. SalesLoft guides and automates dynamic sales plays, facilitates coaching, and provides the dashboards and insights needed to achieve exceptional outcomes. It's not a CRM or marketing automation tool, it’s Sales Engagement - done right. Orchestrate every email, call, meeting, and interaction from anyw

(6,624)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

(1,905)4.3 out of 5
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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

(1,250)4.7 out of 5
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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

(539)4.5 out of 5
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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

(880)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

(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

(1,320)4.2 out of 5
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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

(253)4.8 out of 5
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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

(321)4.6 out of 5
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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

(189)4.5 out of 5

ringDNA is a sales engagement platform that helps businesses scale revenue growth through AI. The leading choice for Salesforce customers, ringDNA offers a complete solution for sales engagement, sales playbook execution, performance insight, conversation intelligence and much more. Backed by Goldman Sachs, Bryant Stibel and Palisades Growth Capital, ringDNA was named one of the "Best Places to Work" by BuiltinLA and Comparably, as featured in USA Today, and "One of The Best Privately Owned Comp

(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 @

(492)4.6 out of 5
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Seismic is the recognized leader in sales and marketing enablement, equipping global sales teams with the knowledge, messaging, and automatically personalized content proven to be the most effective for any buyer interaction. Powerful content intelligence and analytics enable marketers to prove and improve their impact on the bottom line, revealing what is really driving revenue and what needs to be adjusted. The result for global enterprises like IBM, American Express, PayPal, and Quest Diagnos

(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

(162)4.7 out of 5
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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

(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

(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

(214)4.4 out of 5
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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

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.

(52)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,

(179)4.4 out of 5

ZoomInfo Engage is the most integrated sales engagement platform for you and your customers and prospects. Rather than send emails and waiting for them to respond or answer the phone, ZoomInfo Engage creates a realtime collaboration for each email that you send. ZoomInfo Engage brings together the most important capabilities when communicating with your customers into a single cost effective platform, combining worlds leading B2B company and contact data.

(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.

(282)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

(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

(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

(602)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

(1,946)4.6 out of 5
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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

(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.

(157)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

(104)4.3 out of 5
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DialSource is an enterprise software company that creates and provides software for businesses to make, receive, and manage all customer-facing communications—saving businesses time and money while creating a better customer experience. DialSource Denali captures the context of every call, seamlessly connecting any dial tone to Salesforce or Microsoft Dynamics CRM to power deeper insights and better conversations. Our enterprise application creates faster time-to-value by being native to CR

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Check out the G2 Grid® for the top Sales Engagement Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
High Performers
Cirrus Insight
Marketo Sales Connect (formerly ToutApp)
ZoomInfo Engage
HubSpot Sales Hub
Freshworks CRM
Clearbit Enrich
Revenue Grid
XANT Playbooks
Salesforce High Velocity Sales
Hippo Video
Ebsta's Revenue Intelligence Platform
Market Presence

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.