What is sales engagement?

Sales engagement refers to the process of interacting with potential customers throughout the sales cycle, from initial contact to closing the deal. It involves using various communication channels and sales tactics to build relationships with customers and increase sales effectiveness.

What can sales teams do with a sales engagement platform?

Engage prospects and customers more effectively at every stage of the deal.

Guide sellers with automation and AI.

Connected Communication

Unify all sales activities like emails, phone calls, social touches, and tasks into a single to-do list. Access and action every task from a single, central hub in the CRM. Create a single seller experience that tracks every prospect through the process.

Sales Cadences

Guide sellers with step-by-step instructions for how to prospect and bring best practices to the whole sales team. Include email, phone, and social touch sales tasks. Automate prospecting to keep leads moving. Provide reps with AI recommendations to further customize their own workflow.

Engagement Intelligence

Engage the right prospects with less effort, with AI recommendations on your next best action. Improve conversations with insights from emails and calls. Surface top leads automatically and focus on those most likely to convert.

Prospecting Center

Discover your next best customer with buying signal powered by Data Cloud. Calculate fit, intent, and engagement by unifying CRM and external data. Identify and prioritize high-value prospects with a complete view of web engagement, marketing campaigns, firmographic data, and more.

Access CRM data from everywhere you work.

Email Productivity Tools

Speed up outreach with an inbox infused with data and automation. Improve customer follow up by tracking engagement. Keep up with top prospects more efficiently with email templates and instant notifications for follow-up tasks. Simplify meeting scheduling and allow customers to book time directly with sellers with calendar integrations and personalized scheduling links.

CRM Extension

Access and update CRM from anywhere. Write emails, check off to-do lists, send calendar links, use email templates, and update records via Workspace — all without leaving the web.

Buyer Assistant

Replace web-to-lead forms with AI-powered conversations. Connect buyers with relevant product information. Turn high-value web traffic into high-value leads with an automated meeting book connected directly to your CRM.

Get key sales engagement intel to close more deals — fast.

Customer Signals

Unblock deals with call insights. Analyze every call automatically for full visibility into competitors, objections, pricing, and questions asked. Use call snippets to surface key insights on individual opportunities. Uncover themes that impact team performance and take action with the right intel.

Automated transcripts

Eliminate notetaking with automated transcripts that capture every word. Prompt next steps based on questions, and generate action items from mentions. Deliver in-app notifications to drive rep follow-through and keep deals moving.

Playlists of Best Practice Calls

Create a playlist of successful calls so reps can replicate what works. Personalize coaching to every seller with recommendations and conversation highlights. Share feedback directly in the call being reviewed with contextual comments.