Sales Engagement

July 7, 2020
Clara F.
CF
by Clara Flaherty
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
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My company recently switched from using Gsuite to Outlook, we all were heavily using all of the tools within the Gmail integration. I am just curious how other companies/reps have facilitated this change, and how their workflow has evolved since then.
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We use Alta to identify growth potential in existing customer accounts, so CSMs don’t have to sift through every account manually. It helps by pulling together context from scattered sources like CRM data, product usage, and CSM notes, giving the team a solid starting point while still leaving... Read more
Posted by:
Dale P.
DP
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We like being able to build campaigns using real signals (like job postings for specific roles) instead of static company lists, since it gives a clear reason to reach out and makes personalization easier. It also saves a lot of manual research time and helps us identify the right accounts, add... Read more
Posted by:
Hannah F.
HF