Enterprise Grid® for Sales Engagement Software
Sales Engagement Software Definition
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
Enterprise Sales Engagement Grid® Scoring Description
Products shown on the Enterprise Grid® for Sales Engagement have received a minimum of 10 reviews/ratings in
data gathered by March 05, 2024. Products are ranked by customer satisfaction (based on user reviews) and market
presence (based on market share, seller size, and social impact) and placed into four categories on the
Grid®:
- Products in the Leader quadrant are rated highly by G2 users and have substantial Market Presence scores. Leaders include: Salesforce Sales Cloud, ZoomInfo Sales, Salesloft, Groove, a Clari Company, and HubSpot Sales Hub
- High Performing products have high customer Satisfaction scores and low Market Presence compared to the rest of the category. High Performers include: Apollo.io, Freshsales, Scratchpad, Salesken, Revenue Grid, ClearSlide, InsideSales, Klenty, DealHub.io, and Koncert
- Contender products have relatively low customer Satisfaction scores and high Market Presence compared to the rest of the category. While they may have positive reviews, they do not have enough reviews to validate those ratings. Contenders include: Outreach
- Niche products have relatively low Satisfaction scores and low Market Presence compared to the rest of the category. While they may have positive reviews, they do not have enough reviews to validate those ratings. Niche products include: Zoho CRM, Marketo Sales Connect (formerly ToutApp), Mixmax, Dooly, Cirrus Insight, Revenue.io, SPOTIO, Yesware, FlashInfo, Regie.ai, VanillaSoft, Hippo Video, Kronologic, Reply, CONQUER, Sonar, Veloxy, and ActiveCampaign for Sales
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in any form without G2’s prior written permission. While the information in this report has been
obtained from sources believed to be reliable, G2 disclaims all warranties as to the accuracy,
completeness, or adequacy of such information and shall have no liability for errors, omissions, or inadequacies in such information.
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