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 page is a place for all discussions related to sales engagement.
Popular Sales Engagement Software Questions Discussions
We would like to be able to associate companies and groups of contacts to multiple other companies that are linked only by the fact that they have been referred to us by the some company.
E.g. Fake Accounting Ltd. referred us 3 clients, who between them have 45 contacts.
We charge on a per... Read more
When clicking on a Contact the main headers are: Note/Email/Call/Log/Task/Meet and the small pencile next to their name pulls up a box to edit name and add a Job Title. Can that Job Title field be changed to Lead Source? Seems silly to me to have that as a mandatory unchangeable field since I... Read more