Best Sales Engagement Platforms In 2025

Imed Bouchrika, Phd

by Imed Bouchrika, Phd

Co-Founder and Chief Data Scientist

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List of Sales Engagement Platforms

1

4.15 / 5

Read more about Toast

Toast is a restaurant POS solution designed to streamline operations by integrating various aspects of service management into a single, efficient platform. Its intuitive design and multifaceted functionality work together to support restaurant workflows, from order management to payment processing, ensuring that every transaction is smooth and every customer interaction is optimized. With its flexible features, Toast positions itself as a robust contender in the restaurant technology space, appealing to businesses looking to enhance both operational flow and guest satisfaction.

Key Features of Toast
  • Point of Sale (POS) System
  • Tableside Service
  • Online Ordering & Delivery
  • Kitchen Display System (KDS)
  • Inventory Management
  • Reporting and Analytics
  • Employee Management
  • Payment Processing
Price of Toast

Toast offers varying pricing plans to suit different restaurant sizes and functionalities. The Starter Kit, free, caters to small restaurants with basic needs like one or two terminals. For those seeking standard operations, the Point of Sale plan begins at $69 monthly, offering a custom hardware setup along with essential add-ons. Meanwhile, the Custom Plan requires contacting Toast as it allows scalable choices including online ordering, payroll, employee benefits, and other features. A free demo lets users explore the platform before making a commitment. This flexible pricing eases plan selection.

2

monday sales CRM

4.45 / 5

Read more about monday sales CRM

Monday Sales CRM stands out for its exceptional adaptability, allowing users to customize dashboards, columns, and sales workflows to perfectly suit their distinct business requirements. This level of flexibility is ideal for companies with unique processes or niche operations, enabling them to modify the platform effortlessly without needing advanced technical skills. Additionally, the CRM offers automation features that streamline repetitive tasks like follow-up reminders and status updates, thereby minimizing manual workload and lowering the chance of mistakes. Coupled with integrated communication tools and AI-powered capabilities for email composition and data analysis, monday ensures teams remain coordinated and equipped to make data-driven decisions.

Key Features of monday sales CRM
  • Lead Management with advanced scoring
  • Customizable sales pipeline organization workflow
  • Automated email tracking insight metrics
  • Mobile app access anytime anywhere
  • Workflow automation reducing manual tasks
  • Performance analytics for informed decisions
  • Seamless integration with third-party platforms
  • Team collaboration using shared dashboards
Price of monday sales CRM

monday Sales CRM offers a flexible tiered structure, beginning with a forever free option that supports up to two users with essential CRM features. The Basic plan is available at $12 per seat monthly (billed annually), featuring customizable pipelines and collaboration tools. Upgrading to the Standard plan at $17 per seat monthly introduces enhanced automation and robust integrations. The Pro plan, priced at $28 per seat monthly, expands analytics and tracking capabilities. For larger enterprises requiring advanced security and dedicated support, custom pricing is available upon contacting sales for details.

3
Read more about ConnectWise PSA

ConnectWise PSA is presented as a professional services automation solution engineered to streamline service delivery for organizations of varying sizes. This software offers a unified platform designed to support essential business operations, aiming to reduce administrative burdens while promoting operational efficiency. With its dynamic and adaptable design, ConnectWise PSA aspires to simplify complex workflows and optimize service management. For prospective users exploring professional services automation tools, this solution presents a noteworthy option that emphasizes ease of use and integrated process management.

Key Features of ConnectWise PSA
  • Comprehensive Sales Force Automation Suite
  • Integrated Task and Activity Management
  • Streamlined Quote and Order Management
  • Efficient Customer Contract Management Module
  • Robust Reporting and Customizable Dashboards
  • Accurate Forecasting for Revenue Planning
  • Precise Time Tracking and Billing
  • Automated Workflow Integration and Execution
Price of ConnectWise PSA

ConnectWise PSA offers three pricing structures designed for various business sizes. The Small-Business plan costs around 14% above the typical PSA solution, providing an approach aimed at smaller operations. In contrast, the Mid-Market plan is about 11% higher than average, balancing affordability with essential functionality. Meanwhile, the Enterprise plan commands a premium, approximately 36% above other solutions, catering to larger organizations with more complex requirements. Note that specific pricing details and features remain undisclosed; prospective customers should contact the vendor directly to obtain precise information tailored to their needs immediately.

4

HubSpot Sales

5 / 5

Read more about HubSpot Sales

HubSpot Sales stands out as a comprehensive tool that consolidates contact and deal management into one streamlined platform, allowing sales teams to efficiently track leads and tailor communications with precision. By automating routine tasks like follow-up emails and lead nurturing, it frees up sales professionals to concentrate on more strategic efforts while reducing the risk of overlooking important steps. Its powerful analytics provide detailed insights through customizable dashboards, helping businesses measure performance, anticipate revenue, and refine their sales tactics. Furthermore, the platform’s seamless integration with marketing and customer service enhances collaboration across departments, offering a complete perspective on each customer’s journey.

Key Features of HubSpot Sales
  • Core CRM Functionality
  • Multiple Deal Pipelines
  • Email Tracking and Notifications
  • Automated Sequences
  • Meeting Scheduling Links
  • Workflow Automation
  • Reporting and Dashboards
  • Sales Forecasting
Price of HubSpot Sales

HubSpot Sales offers a Free plan with basic CRM features at no cost. The Starter plan is $20 per month per seat, including one seat, removing HubSpot branding and adding custom properties and meeting links. The Professional tier requires a $100 monthly per-seat fee, with a yearly commitment and a $1,500 onboarding fee, enhancing automation and sales process tools. Enterprise costs $150 per seat monthly, billed annually upfront, plus a $3,500 onboarding fee, offering advanced features and higher limits for larger teams and complex needs.

5
Read more about Zoho CRM

Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.

Key Features of Zoho CRM
  • Zia AI Assistant
  • Lead and Deal Prediction
  • Sales Process Builder
  • Blueprints
  • Enhanced Automation
  • Advanced Dashboard Functionality
  • Forecast Adjustment and Hierarchy
  • WhatsApp for Business Integration
Price of Zoho CRM

The Zoho CRM Free Plan supports up to 3 users with basic contact management and automation at no cost. The Standard Plan costs $14 per user monthly if billed annually, offering sales forecasting and custom dashboards. The Professional Plan, priced at $23 per user monthly with annual billing, adds inventory management and Google Ads integration. The Enterprise Plan, at $40 per user monthly billed annually, includes advanced customization and AI analytics. The Ultimate Plan, $52 per user monthly billed annually, provides enhanced analytics and premium support. All paid plans have a 15-day free trial available.

6

4.5 / 5

Read more about Bigin

Bigin stands out as an affordable CRM solution designed specifically for small businesses seeking an efficient and straightforward way to manage customer relationships. Its user-friendly interface and quick setup process allow teams to begin organizing sales pipelines, contacts, and tasks with minimal effort and training. The platform centralizes leads, customers, and deals in one place, enhancing engagement and conversion rates while automating routine tasks like follow-ups and lead assignments to boost productivity. Additionally, Bigin’s seamless email integration, built-in telephony, customizable pipelines, and mobile apps ensure businesses remain connected and adaptable, making it an ideal choice for those wanting powerful CRM capabilities without unnecessary complexity.

Key Features of Bigin
  • Pipeline Management
  • Team Pipelines
  • Connected Pipelines
  • Task Management
  • Multichannel Communication
  • Automation
  • Mobile Applications
  • Customization
Price of Bigin

Bigin offers three main plans priced per user each month. The Free plan costs nothing and includes essential CRM features like customizable dashboards and templates, ideal for small businesses. The Express plan is $7 per user annually or $9 monthly, adding more customization, integrations, and workflow automation for growing companies. The Premier plan, at $12 annually or $15 monthly per user, provides the highest limits on records, pipelines, and advanced automation, suited for businesses needing scalability. A free trial is available to test paid features before committing.

7
Read more about LeadSquared Sales + Mobile CRM

LeadSquared Sales + Mobile CRM is designed to empower organizations by optimizing their field sales operations through a powerful mobile platform that ensures seamless access to crucial CRM features on smartphones and tablets. Its fast, streamlined interface coupled with offline capabilities guarantees that sales teams remain productive and connected even in areas with limited connectivity. The system’s automation features simplify workflows and minimize manual tasks, helping to increase lead conversion rates and overall efficiency. Additionally, real-time tracking, geolocation, and route optimization provide managers with detailed insights into team performance, while sales representatives benefit from prioritized tasks and integrated communication tools to engage prospects more effectively.

Key Features of LeadSquared Sales + Mobile CRM
  • Lead Capture from Multiple Channels
  • Automated Lead Distribution
  • Mobile Field Sales Management
  • Geolocation and GPS Tracking
  • Sales Territory Management
  • Multichannel Communication
  • Offline Functionality
  • Real-Time Notifications and Alerts
Price of LeadSquared Sales + Mobile CRM

LeadSquared Sales Mobile CRM offers three annual subscription plans priced per user each month. The LITE plan costs $15 and provides essential CRM tools like lead management and basic sales automation. For $50, the PRO plan adds advanced automation, enhanced analytics, and mobile CRM features. The top-tier SUPER plan, priced at $100, includes premium integrations, extensive sales automation, territory management, and expanded support. All plans come with a 15-day risk-free trial without requiring credit card details, allowing users to evaluate features before committing.

8

4.5 / 5

Read more about MarketMan

MarketMan stands out as a comprehensive solution designed to help restaurants optimize their operations and enhance profitability through advanced inventory management. Its system automates the tracking of stock levels in real-time and sends alerts when supplies fall below predetermined thresholds, thereby reducing waste and preventing over-purchasing. Additionally, the platform streamlines back-of-house processes such as invoice handling, purchasing, and recipe costing, all accessible via any device thanks to its cloud-based infrastructure. Complemented by insightful analytics and seamless integration with other hospitality tools, MarketMan empowers restaurant owners with greater control and data-driven insights to make smarter business decisions.

Key Features of MarketMan
  • Inventory Management with real-time tracking
  • Automated Ordering System from multiple suppliers
  • Invoice Processing via photo or upload
  • POS System Integration with major platforms
  • Real-Time Food Cost Transparency
  • AI-Powered Automation for tasks
  • Predictive AI for Waste Reduction
  • Multi-Platform Accessibility across devices
Price of MarketMan

The Starter Plan costs $199 per location monthly or $169 with annual billing, including 50 invoice scans and core inventory features, plus a $500 setup fee. The Growth Plan is $249 monthly or $211 annually, offering unlimited invoice scans and enhanced tools to reduce costs, also with a $500 setup fee. Enterprise pricing is custom, tailored for larger operations, featuring unlimited scans and vendor integrations. Additional plans like Professional and Ultimate offer advanced features at $299 and $429 per month respectively. Extra fees apply for added scans and vendor integrations.

Read more about pipeliner

Pipeliner CRM stands out for its user-friendly design that encourages quick adoption among sales teams, addressing a common challenge in CRM implementation. Its AI-driven features automate routine tasks, freeing sales professionals to concentrate on strategic priorities and boosting overall productivity. Additionally, Pipeliner supports consistent sales processes and offers powerful analytics tools, equipping management with valuable insights. Cost-efficiency is another key benefit, as the platform can be rapidly deployed without the need for a dedicated administrator, ensuring a swift return on investment and lower total ownership costs.

Key Features of pipeliner
  • Visual Relationship Mapping
  • Multiple Accounts functionality
  • Comprehensive Forecasting capabilities
  • No-code Workflow Automation Engine
  • Email Integration with MS Outlook and Gmail
  • Personalized Email Templates
  • AI-powered duplicate checking and advanced sales tools
  • Mobile Accessibility
Price of pipeliner

Pipeliner CRM's Starter Plan begins at $65 per user monthly or $50 if billed annually, requiring a minimum of three users and offering basic sales management and collaboration tools. The Business Plan costs $85 monthly or $70 annually per user, adding full CRM functionality and customization. The Enterprise Plan is priced at $115 monthly or $100 annually, providing advanced reporting and enhanced customization. The Unlimited Plan, at $150 monthly or $125 annually per user, includes advanced features and add-ons not found in other plans. A free trial is available for evaluation.

10

SalesExec

4 / 5

Read more about SalesExec

SalesExec, developed by ClickPoint Software, is a cloud-based lead management and sales engagement platform designed to enhance the efficiency of sales teams, call centers, and inside sales operations. It streamlines the sales process by automating lead prioritization, distribution, and follow-up, enabling sales professionals to connect with more prospects in less time. With features like integrated dialing, SMS and email nurturing, and real-time reporting, SalesExec aims to improve lead conversion rates and overall sales performance.

Key Features of SalesExec
  • Lead Prioritization
  • Lead Distribution
  • Campaign Management
  • Texting & Email Nurture
  • Integrated Dialing
  • Call Routing
  • Lead Scoring
  • Local Presence
Price of SalesExec

Standard Plan: $65 per user per month, billed monthly. This plan includes all core features such as lead prioritization, integrated dialing, and campaign management. 

11

CrankWheel

4 / 5

Read more about CrankWheel

CrankWheel is a browser-based screen sharing solution tailored for sales professionals and customer-facing teams. It enables instant sharing of browser tabs, application windows, or full screens without requiring downloads or installations from the viewer's side. This simplicity ensures seamless presentations across various devices and browsers, making it ideal for engaging prospects during sales calls. CrankWheel also offers features like real-time viewer engagement tracking, remote control capabilities, and integration with CRM systems, enhancing the effectiveness of remote demonstrations and consultations.

Key Features of CrankWheel
  • Instant Screen Sharing
  • No Viewer Downloads Required
  • Remote Control for Viewers
  • Real-Time Viewer Engagement Tracking
  • Customizable Branding and White Labeling
  • Integration with CRM Systems (e.g., Salesforce, HubSpot)
  • API Access and Webhooks
  • Meeting Recording and Playback
Price of CrankWheel

Free Plan: $0/month. Includes 1 user, up to 15 meetings per month, screen sharing, remote control, and basic support.

Solo Plan: $29/month per user. Provides unlimited meetings, all standard features, and API access.

Team Plan: Starting at $99/month. Supports unlimited users, 100 meetings per month (scalable with additional plans), team features, and enhanced support.

Enterprise Plan: Custom pricing. Offers tailored features and usage limits, including corporate single sign-on (SSO), custom domains, enhanced white labeling, and dedicated support.

12

DejaOffice

4 / 5

Read more about DejaOffice

DejaOffice PC CRM is an on-premise customer relationship management solution developed by CompanionLink Software. Tailored for small to medium-sized businesses and professionals, it offers a comprehensive suite of tools for managing contacts, calendars, tasks, and notes. Unlike cloud-based CRMs, DejaOffice stores data locally, providing enhanced security and faster access. The software integrates seamlessly with applications like Microsoft Outlook, Act!, and GoldMine, and supports synchronization with Android and iOS devices via USB, Wi-Fi, Bluetooth, or DejaCloud. Its user-friendly interface and customizable features make it a versatile choice for those seeking a reliable and secure CRM solution.

Key Features of DejaOffice
  • Contact Management
  • Calendar Scheduling
  • Task and Note Tracking
  • Integration with Outlook, Act!, GoldMine
  • Multi-Device Sync (USB, Wi-Fi, Bluetooth, DejaCloud)
  • Color-Coded Categories
  • Custom Fields
Price of DejaOffice

Standalone: Priced at $69.95, this plan includes core features like contact management, calendar scheduling, task and note tracking, and synchronization with mobile devices.

Express: At $149.95, this plan adds advanced features such as integration with Outlook, Act!, and GoldMine, as well as support for additional custom fields and enhanced synchronization options.

Pro: For $199.95, the Pro plan offers multi-user support, allowing teams to share data across a network, along with all features included in the Express plan.

13

Square

4.35 / 5

Read more about Square

Square Online emerges as a versatile and intuitive platform that enables even business owners with minimal technical expertise to quickly create and maintain a professional online store. It offers a transparent pricing model, including a complimentary entry plan that permits users to sell online without upfront costs, thereby making it an attractive alternative to costly physical storefronts. Seamless integration with Square’s comprehensive ecosystem—especially with its Point of Sale system—ensures that inventory and sales data flow effortlessly between online and offline channels. Additionally, its mobile-responsive design and built-in analytics furnish valuable insights into customer behavior and sales trends, equipping businesses with the operational clarity needed to refine their digital strategies.

Key Features of Square
  • Point of Sale (POS) System
  • Payment Processing
  • Inventory Management
  • Sales Reporting
  • Customer Insights
  • Online Store Setup
  • Mobile Compatibility
  • Security Features
Price of Square

Square offers pricing plans designed for varied business needs. The Free Plan, costing $0 per month, charges 2.9% plus 30¢ per transaction and includes essential features like in-person sales, online presence, and a website builder with SEO tools. The Plus Plan, at $29 monthly (billed annually), adds advanced website customization, scheduled product drops, and QR code ordering, along with a free domain for one year. For businesses processing over $200k annually, the Premium Plan provides custom pricing, lower processing rates, and premium support. Simple clear choices.

14

InfoFlo

4 / 5

Read more about InfoFlo

InfoFlo is a customer relationship management (CRM) solution developed by Carmel Vision, tailored for small to medium-sized businesses seeking an affordable and customizable platform. It offers both on-premise and cloud-based deployment options, providing flexibility based on organizational needs. The software integrates seamlessly with Microsoft Outlook, enabling users to manage contacts, emails, calendars, and tasks within a unified interface. InfoFlo's intuitive design facilitates efficient management of customer interactions, document archiving, and project tracking, making it a comprehensive tool for enhancing business productivity.

Key Features of InfoFlo
  • Contact Management
  • Email Integration
  • Calendar Management
  • Task Management
  • Document Management
  • Lead and Opportunity Tracking
  • Customizable Dashboards
Price of InfoFlo

On-Premise Plan: A one-time payment of $99 per user, providing lifetime access with free upgrades. This option is ideal for businesses that prefer to host their CRM data on their own servers.

Cloud-Based Plans:Starter Plan: Priced at $30 per user per month, includes core CRM functionalities along with three add-ons.

Advanced Plan: Priced at $35 per user per month, includes all features of the Starter Plan plus two additional add-ons, totaling five.

15
Read more about Salesforce CRM

Salesforce CRM stands out as the leading platform globally, offering a unified system to store and analyze customer information, which empowers businesses to make well-informed decisions. Its robust contact management delivers a comprehensive and centralized view of customer data, allowing sales teams to access detailed profiles and better understand their prospects. The integration of AI, especially through Einstein, streamlines everyday tasks like data entry and email follow-ups, enabling employees to concentrate on more strategic activities. Additionally, Salesforce fosters seamless collaboration with tools such as "Chatter" and supports remote accessibility via the cloud and mobile devices, ensuring teams stay connected and productive regardless of location.

Key Features of Salesforce CRM
  • Contact Management
  • AI Capabilities (Einstein AI and Einstein GPT)
  • Automation, Workflows, and Approvals
  • Reports, Dashboards, and Analytics
  • Sales Opportunity Management
  • Omni-Channel Support
  • Collaboration Tools (with Slack Integration)
  • Third-Party Integrations
Price of Salesforce CRM

The Salesforce Starter Suite costs $25 per user per month, suitable for small businesses needing basic CRM features. For growing businesses, the Professional plan is $100 per user monthly, offering automation, real-time chat, and access to the AppExchange. The Enterprise plan at $165 per user per month adds pipeline management and advanced automation, ideal for scaling companies. Large enterprises might prefer the Unlimited plan at $330 per user monthly, which includes AI and premier support. High-performance teams can opt for Einstein 1 Sales at $500 per user monthly, featuring generative AI and Slack integration.

Read more about EngageBay

EngageBay All-in-One Suite is presented as an integrated platform designed to consolidate various marketing activities into a single, manageable solution. It serves as a comprehensive tool aimed at addressing the fundamental requirements of modern marketing teams, enabling them to streamline operations and coordinate multiple tasks effectively. The suite’s approach suggests it is tailored to support a unified marketing strategy while simplifying daily management processes. For prospective customers exploring marketing automation software, this all-in-one solution appears to promise a cohesive framework to drive operational efficiency and improve overall campaign performance.

Key Features of EngageBay
  • Powerful Email Marketing Automation Suite
  • Comprehensive Robust Campaign Management Platform
  • Intelligent Automated Lead Management System
  • High-Converting Landing Pages And Forms
  • Effective Drip Campaigns For Nurturing
  • Advanced A/B Testing Optimization Tools
  • Actionable Web Analytics And Insights
  • Integrated Social Media Marketing Management
Price of EngageBay

EngageBay’s All-in-One Suite delivers varied pricing plans for marketing automation needs. The free option covers essential tools for startups with up to 1,000 contacts and basic features. The basic plan, at $8.99 per user monthly, expands capabilities including email templates and SMS marketing. The growth plan at $29.99 per user steps up with marketing automation, A/B testing, and advanced customization. Finally, the pro plan, priced at $47.99 per user, unlocks unlimited contacts, robust analytics, and premium support. Discounts for annual billing and a free trial further enhance the value proposition.

17

4.3 / 5

Read more about Pipedrive

Pipedrive stands out as a versatile CRM solution designed to simplify and optimize sales workflows by automating routine tasks like lead distribution, follow-up scheduling, and deal tracking. Its high level of customization allows businesses to shape sales pipelines and data fields to suit their specific needs, accommodating a wide range of industries and company sizes. By consolidating customer information and communications through integrations with common email and calendar tools, Pipedrive enhances team collaboration and reduces the hassle of juggling multiple platforms. Furthermore, the platform’s clear visual pipeline offers sales teams an intuitive way to oversee deal progress and quickly spot any obstacles in the sales process.

Key Features of Pipedrive
  • Comprehensive Sales Force Automation Tool
  • Dynamic Contact and Opportunity Management
  • Visual Opportunity and Pipeline Tracking
  • Integrated Mobile Sales User Support
  • Seamless Integration with Third-Party Apps
  • Insightful Reporting and Analytics Tools
  • Tailorable Sales Pipeline Customization Options
  • Intelligent AI-Powered Automated Sales Features
Price of Pipedrive

Designed for varied business needs, Pipedrive offers five pricing plans. Essential charges $24 per seat monthly or $14 billed annually and streamlines lead and pipeline management. Advanced, at $44 per seat (or $34 annually), adds full email synchronization and automation. Professional, priced at $64 (or $49 annually), introduces contract management and AI-powered tools. The Power plan, at $79 monthly or $64 annually, emphasizes project tracking and enhanced support. Enterprise, at $129 per seat (or $99 annually), unlocks complete features. A 14-day free trial is available for exploration. Tailor your solution.

Read more about TouchBistro

TouchBistro is a restaurant-specific POS system designed to enhance both operational efficiency and customer satisfaction through its user-friendly and customizable interface. Its hybrid architecture combines the benefits of cloud-based functionality with the stability of an onsite server, ensuring uninterrupted service even during internet outages. The platform offers versatile menu management and powerful customer relationship tools that help tailor service and promotions to regular patrons. Additionally, TouchBistro supports multiple payment methods and caters to various food service niches, making it a flexible solution for diverse restaurant environments.

Key Features of TouchBistro
  • Restaurant-Specific POS System
  • Hybrid POS Architecture with Offline Capability
  • Menu Management
  • Table Management
  • Inventory Management with Low Stock Alerts
  • Staff Scheduling and Management
  • Integrated Reservations
  • Customer Loyalty Programs
Price of TouchBistro

TouchBistro’s pricing begins at $69 per month for the SOLO plan, which supports one POS terminal and suits quick-service venues. The DUAL plan costs $129 monthly and offers two licenses, ideal for small restaurants needing both stationary and mobile devices. For mid-sized establishments, the TEAM plan at $249 per month accommodates up to five licenses, enabling multiple service areas. Large or high-volume restaurants can opt for the UNLIMITED plan at $399 per month, providing unlimited iPad terminals and extensive tableside ordering capabilities.

19

ZoomInfo Sales

4.55 / 5

Read more about ZoomInfo Sales

ZoomInfo Sales is presented as a sales intelligence solution designed to support teams in accessing and utilizing key sales data. Although the available information is brief, the platform appears to address common challenges by potentially streamlining the process of prospect identification and pipeline management. Its overall framework suggests an emphasis on delivering actionable insights for sales teams, thereby aiming to enhance decision-making processes for organizations evaluating sales intelligence software. This concise overview offers prospective customers an initial glimpse into how ZoomInfo Sales might fit within a broader sales strategy.

Key Features of ZoomInfo Sales
  • Access to Verified Contact Data
  • Extensive Company Data Profiles Provided
  • Targeted Lead Builder for Sales
  • Powerful Advanced Search Functionality Engine
  • Seamless Integration with CRM Systems
  • Automated Dynamic List Management Tool
  • Real-Time Actionable Buyer Purchase Signals
  • Mobile Access and Alert Integration
Price of ZoomInfo Sales

ZoomInfo offers three tailored pricing plans for sales intelligence needs. The Professional plan is available at $14,995 annually for up to three users, providing 5,000 credits and essential company insights plus basic sales automation. The Advanced plan, priced at $24,995 per year, includes 10,000 annual credits with additional monthly credits per user; each extra user costs $2,500. For those seeking a comprehensive solution, the Elite plan is available for $39,995 per year, offering complete data access, advanced automation, and real-time intent signals. These flexible plans cater to evolving sales strategies.

20

Apollo.io

5 / 5

Read more about Apollo.io

Apollo.io Overview: The source intended to shed light on Apollo.io as a solution in the sales intelligence software space, but the detailed overview data isn’t available in the provided content. This absence of specific insights leaves the core functionalities and benefits of the platform largely undefined, which might make it challenging for prospective users to grasp its full potential. Although its inclusion in discussions about sales intelligence tools suggests it holds promise for improving sales processes, the lack of concrete information means its unique advantages and feature set remain unspecified. Consequently, readers interested in evaluating Apollo.io as a viable software solution may need to seek additional details to fully understand how it could align with their sales strategy.

Key Features of Apollo.io
  • Vast B2B contact database access
  • Reliable, consistently accurate, current data
  • Robust lead quality intelligence insights
  • Advanced search and filtering capabilities
  • AI-driven hyper-personalized email outreach assistant
  • Automated engaging multi-channel outreach sequences
  • Effortless CRM integration with systems
  • Detailed in-depth sales analytics reports
Price of Apollo.io

Apollo.io offers versatile pricing for sales intelligence. The Free plan lets individual users experiment with limited sequences, mobile, and export credits—ideal for basic exploration. The Basic plan at $49 per month boosts capabilities with additional credits, A/B testing, and email tracking for growing teams. The Professional plan at $79 monthly brings advanced reporting and custom features for deeper insights. The Organization plan, priced at $119 per user for a minimum of three users, offers extended API access and data enrichment. A 14-day free trial is also available, ensuring maximum value.

21

Mailshake

4.55 / 5

Read more about Mailshake

Mailshake presents a dynamic solution for prospective customers looking for an efficient cold outreach tool, with automated email sequences that effortlessly maintain consistent contact through pre-scheduled messaging, liberating valuable time and reducing manual tasks. Its flexible personalization features—wherein customized content can be seamlessly woven into subject lines and email bodies via merge tags—ensures a more relevant and engaging approach for every recipient. Additionally, the software’s detailed analytics dashboard tracks pivotal metrics like open rates, click rates, and responses, empowering users to adjust strategies based on real-world performance. Complementing these capabilities, Mailshake’s integrated lead finder and advanced deliverability tools further streamline the prospecting process, ensuring your outreach efforts reach the intended audience effectively.

Key Features of Mailshake
  • Advanced email automation for outreach
  • Highly personalized email engagement tactics
  • Robust split A/B testing capabilities
  • Comprehensive campaign management dashboard interface
  • In-depth reporting and analytics tools
  • Seamless integration with key CRMs
  • Professional customizable email sequence templates
  • Automated dynamic follow-up sequence generator
Price of Mailshake

Mailshake gives you a range of plans designed to suit varying outreach scales. On the Starter plan, users pay $29 monthly (with annual savings at $25) for basic email sending limits and essential AI assistance. Meanwhile, the Email Outreach plan costs $49 per month and broadens capabilities with multi-address support and integration readiness. For dynamic sales efforts, the Sales Engagement plan at $99 monthly offers extended features, including phone dialer access and LinkedIn automation. Finally, agencies benefit from custom pricing to unlock every advantage without limits. Contact Mailshake for info.

22

Mixmax

4.55 / 5

Read more about Mixmax

Mixmax emerges as a cutting-edge sales engagement platform designed to revolutionize email communication by combining meticulous real-time tracking of opens, clicks, and other engagement metrics with the flexibility of dynamic personalization. Its automation features autonomously manage repetitive tasks—such as scheduling meetings and orchestrating email sequences—thereby streamlining the workflow while synchronizing seamlessly with tools like Salesforce and HubSpot. The platform’s innovative one-click scheduling eliminates cumbersome back-and-forth messages, ensuring that outreach is both timely and tailored to individual recipient data. Moreover, with SOC 2 Type II compliance guaranteeing a secure digital environment, Mixmax provides prospective customers an efficient, user-centric solution that liberates sales teams from administrative burdens, empowering them to focus on cultivating meaningful relationships.

Key Features of Mixmax
  • Advanced All-Channel Personalized Sequences Integration
  • Reusable Customizable Email Outreach Templates
  • AI-Driven Quality Email Composer Tool
  • Optimized Smart Send Delivery Timing
  • Instant One-Click Meeting Scheduling Tool
  • Real-Time Advanced Email Engagement Tracking
  • Comprehensive Actionable Communication Reporting Dashboard
  • Customizable Intelligent Automated Task Workflows
Price of Mixmax

Mixmax offers flexible pricing for varied business needs. The Free plan provides essential features like email tracking and meeting scheduling at no cost. The SMB plan, at $34 per month per user, adds email sequences and shared calendar scheduling. The Growth plan, at $65 per month per user, further enhances functionality with personalization, analytics, and AI tools. The Growth plus CRM plan, at $89 per month per user, integrates Salesforce or HubSpot. Teams requiring tailored solutions can contact sales. A 14-day free trial allows users to explore Mixmax risk-free today.

23

Outreach

4.4 / 5

Read more about Outreach

For prospective customers seeking a dynamic sales solution, Outreach presents a robust platform that automates the mundane—from follow-up emails and data entry to meticulous lead tracking—freeing up valuable time for building genuine customer relationships. Its sophisticated analytics and reporting modules delve deep into sales activities and customer interactions, providing granular insights that pave the way for informed, data-driven decisions. Moreover, the platform's multichannel communication capabilities meld emails, calls, and social media initiatives within one unified interface, ensuring your messaging remains consistent and engaging. With personalization tools allowing tailored templates and dynamic content, along with seamless integration with popular CRM systems, Outreach offers an all-encompassing solution designed to efficiently streamline your sales process.

Key Features of Outreach
  • Robust Multichannel Outreach Communication Platform
  • Automated Personalized Email Sequence Engine
  • Advanced Email Engagement Tracking System
  • AI-Powered Conversation Intelligence Insights Module
  • Seamless CRM Integration and Sync
  • Comprehensive Pipeline and Deal Management
  • Fully Mobile-Optimized User Access Platform
  • Interactive Sales Playbooks Collaboration Hub
Price of Outreach

Outreach pricing is structured on a per-user basis and separated into five distinct plans: Engage, Call, Meet, Deal, and Forecast. The Engage plan provides sequencing, templates, CRM sync, and smart account mapping. The Call package delivers an integrated sales dialer, live monitoring, and AI-powered summaries, while the Meet plan offers real-time call recording, transcription, and meeting assist features. The Deal plan supports smart deal assistance and activity tracking, and the Forecast plan offers pipeline dashboards and scenario planning. A one-time implementation fee starting at roughly $1,000 may also apply directly.

Sales Engagement Software Statistics

Success in the sales industry is closely tied to the tools and efforts employed by sales professionals. In the past, striking a balance between personalizing interactions and expanding customer reach posed a significant challenge. However, the advent of sales engagement software has effectively resolved this age-old dilemma.

Unsurprisingly, sales engagement software has since become an essential software for businesses. In the United States alone, the market for this type of technology is anticipated to reach $7.9 trillion by 2026 (Statista, 2023).

If you have yet to find the best sales engagement software for your company or are looking to upgrade your existing one, this guide is for you. Our team at Research.com has compiled some of the options available on the market as well as provided some insights into industry trends to help you find the most suitable tool for your business.

Buying interactions, including self-guided interactions such as researching through the Internet and personal interactions like conversations with individuals from a provider company, underwent a notable transformation in recent years. For starters, the number of buying interactions surged from 17 to 27, highlighting a significant increase in individual efforts to gather information about competing offerings or providers (Forrester, 2021). This surge signifies a heightened engagement as individuals navigate their buying journeys. 

In all this, sales engagement software spearheads a revolution in how businesses harness data and translate innovative ideas into action. This transformation shows no signs of slowing down and is poised for continued growth. The global sales engagement platform market is currently valued at an impressive $7.87 billion in 2023. Moreover, this figure is expected to grow by $29.62 billion by 2033 (Persistence Market Research, 2023).

Moreover, sales engagement solutions empower representatives to generate and convert high-quality pipelines. This pursuit aligns seamlessly with the strategic goals of industry leaders, with a staggering 84% emphasizing enhancing pipeline performance as a top priority (Gong.io Inc, 2023).

Interestingly, sales engagement platforms significantly influence the broader context of customer relationship management or CRM systems. These platforms account for a 20.1% share of the global CRM market, underlining their pivotal role in shaping customer interactions and driving business success (Persistence Market Research, 2023).

When examining regional dominance, North America emerged as the frontrunner in 2022, commanding a substantial 26.9% share of the global market. Forecasts suggest that it will maintain this pole position throughout 2023 to 2033. Europe follows closely behind, with a respectable 19.5% market share in 2022 (Persistence Market Research, 2023). These statistics paint a clear picture of the growing importance and widespread adoption of sales engagement platforms globally.

Sales Engagement Software Trends

The sales engagement software sector is in a state of rapid expansion, continuously adapting to fulfill the demands of sales teams. Potential users of sales engagement platforms should closely monitor the evolving trends within this dynamic industry.

Artificial Intelligence (AI)

Sales engagement software has seen a growing integration of AI for streamlining tasks like lead scoring, email customization, and content suggestions. This automated approach is designed not to replace sales professionals but to assist them in managing intricate dialogues and nurturing client relationships within the sales department. More so, AI-powered sales chatbots have become instrumental in customer engagement software, enhancing sales representatives’ productivity by expediting the sales cycle, overseeing routine activities, and facilitating higher conversion rates.

Remote Selling

The COVID-19 pandemic spurred a notable transformation in business and customer interactions, with many companies shifting toward virtual engagement, reducing in-person meetings but enhancing their efficacy. Companies, particularly in B2B sales, have shown a growing inclination towards remote interactions during ordering, reaching 44%, and digital self-service, which stands at 36% (McKinsey & Company, 2020).

Analytics and Reporting

Much like any other software in today’s data-driven world, most sales engagement software are incorporating analytics and reporting capabilities. These are crucial to monitoring sales performance, pinpointing opportunities for enhancement, and refining their sales procedures. It can enhance pipeline performance by evaluating leads for their conversion potential, tailoring sales communications, and expediting the rate at which sales representatives finalize deals. In some cases, they come with a built-in backup solution to ensure business continuity during unexpected disruptions.

Digital Selling

Sales engagement tools offer sales representatives a versatile toolkit for engaging potential buyers across multiple digital channels, including phone, text, email, and video meetings. Within this landscape, social selling is a prominent approach, allowing for organic and non-intrusive interactions with prospective clients through social media platforms. The importance of social media familiarity and social selling is underscored by compelling statistics: globally, there are 4.8 billion social media users as of April 2023, making it the third most effective sales channel (Statista, 2023).

Furthermore, businesses that incorporate social selling into their strategies see remarkable success, with 78% of them outperforming their counterparts who do not leverage this approach. Facebook is the top choice for marketing activities among sales professionals at 21.5%, followed by Instagram at 18.2% (DataReportal, 2023). These figures highlight the power and potential of social selling in the modern sales landscape. These figures highlight the power and potential of social selling in the modern sales landscape.

How can sales engagement Software improve team collaboration?

Effective team collaboration is essential for achieving sales targets and ensuring consistency in customer interactions. Sales engagement software can significantly enhance collaboration within sales teams by providing centralized tools and processes that improve communication and streamline workflows.

  • Unified Communication Platform: Sales engagement software often integrates multiple communication channels, such as email, phone, SMS, and social media, into one platform, allowing team members to view all customer interactions in a single location. This centralization enables sales representatives to access up-to-date information on customer engagements, reducing miscommunication and ensuring that all team members have a clear picture of customer needs.
  • Real-Time Collaboration Features: Many platforms support real-time chat, document sharing, and notes, making it easy for team members to collaborate on strategies or follow up with clients. Some software includes features like tagging or mentioning team members in notes, allowing quick communication and collaboration on specific accounts or sales leads.
  • Activity and Task Tracking: Sales engagement software enables team leaders to assign tasks and monitor progress within the platform. This ensures accountability and transparency, as everyone can see who is responsible for each task. With clear tracking and assignment features, team members can easily pick up where others left off, improving efficiency and avoiding duplicate efforts.
  • Shared Analytics and Performance Insights: Shared analytics dashboards provide visibility into team and individual performance, allowing managers to track progress on key metrics like response rates, conversion rates, and customer engagement levels. This insight fosters data-driven collaboration, as team members can review collective performance and work together to improve their outreach and engagement strategies.
  • Playbooks and Templates for Consistency: Many platforms offer shared playbooks and email templates, which ensure a consistent brand voice and messaging across all customer interactions. Standardized templates help new team members quickly onboard and align with existing practices, while experienced reps can focus on more customized outreach.

Real-World Impact of Sales Engagement Software

Sales engagement software has proven its worth across industries by helping businesses optimize sales processes and boost performance. Here are some examples of companies successfully leveraging this technology:

Case Study: Boosting Sales Team Productivity at XYZ Corp

XYZ Corp, a mid-sized tech company, adopted Salesforce Sales Cloud to streamline its sales process. By integrating customer data, automating follow-up emails, and using the platform’s analytics tools, the company reduced the sales cycle by 30%. As a result, XYZ Corp saw a 15% increase in revenue within the first six months of using the software. The ability to access real-time data and track lead interactions allowed their sales team to be more proactive and responsive.

Case Study: Improving Lead Conversion at ABC Enterprises

ABC Enterprises, a global B2B supplier, implemented HubSpot Sales Hub to enhance its lead nurturing efforts. The automated reminders and email templates allowed the sales team to engage with prospects more effectively, increasing conversion rates by 25%. With the software’s built-in analytics, ABC Enterprises was also able to refine its outreach strategies, ensuring better alignment with customer needs.

Case Study: Streamlining Sales Operations at DEF Corp

DEF Corp, a growing e-commerce brand, turned to Apollo.io for its sales engagement needs. By utilizing the platform’s advanced prospecting tools and lead prioritization system, DEF Corp saw a 40% improvement in its outbound sales efforts. The automation of administrative tasks freed up valuable time for their sales reps, who could then focus on high-value customer interactions, significantly boosting overall sales efficiency.

These case studies highlight how diverse businesses are using sales engagement software to drive growth, improve efficiency, and stay competitive in an increasingly fast-paced market.

For more insights on how sales engagement tools can transform your business, check out this sales software guide.

Drive Business Growth with a Sales Engagement Software

The sales engagement platform market is currently experiencing rapid growth, and this trend is expected to persist due to the substantial advantages it presents to sales teams. One of the most significant benefits of sales engagement software is its ability to free sales professionals from repetitive tasks and administrative work. Consequently, this lets salespeople redirect their energy toward activities that directly contribute to revenue generation. This can encompass cultivating meaningful customer relationships, exploring new sales prospects, and fine-tuning their sales strategies.

Furthermore, sales engagement software is an invaluable tool for optimizing overall operations. This software extends its utility across various aspects of sales, from posting on social media to streamlining interactions with potential clients. By offering a consolidated and efficient platform for these functions, it empowers sales teams to enhance their outreach, engagement, and, ultimately, their sales results. In an increasingly digital and data-driven business landscape, incorporating sales engagement solutions has become a strategic imperative for those aiming to stay competitive and drive business growth.

Key Insights

  • Market Growth:
    • The sales engagement software market is projected to reach $7.9 trillion by 2026, reflecting its growing importance in the sales industry.
    • The global sales engagement platform market is currently valued at $7.87 billion and is expected to grow by $29.62 billion by 2033.
  • Increased Buying Interactions:
    • The number of buying interactions has surged from 17 to 27, indicating a heightened engagement and the necessity for effective sales engagement tools to manage these interactions.
  • Geographical Dominance:
    • North America leads the market with a 26.9% share, followed by Europe with a 19.5% share, highlighting regional adoption trends.
  • Integration of AI:
    • AI is increasingly integrated into sales engagement software for tasks like lead scoring, email customization, and content suggestions, enhancing efficiency and effectiveness.
  • Remote and Digital Selling:
    • The shift towards remote selling and digital self-service has accelerated, with social selling becoming a key strategy for engaging with potential clients through social media.
  • Analytics and Reporting:
    • Advanced analytics and reporting capabilities are essential features in modern sales engagement software, enabling sales teams to track performance, identify opportunities for improvement, and optimize their sales strategies.

FAQ

What is sales engagement software?

Sales engagement software is a tool designed to facilitate and streamline the communication between sales teams and their prospects and customers. It integrates various communication channels and provides features for managing and optimizing sales interactions.

Why is sales engagement software important for businesses?

Sales engagement software is important because it helps sales teams manage and personalize their interactions with prospects and customers, leading to higher engagement and conversion rates. It also automates repetitive tasks, allowing sales professionals to focus on revenue-generating activities.

How does AI enhance sales engagement software?

AI enhances sales engagement software by automating tasks such as lead scoring, email customization, and content suggestions. It also provides insights and recommendations based on data analysis, helping sales teams make informed decisions and improve their strategies.

What trends are shaping the sales engagement software market?

Key trends include the integration of AI, the shift towards remote and digital selling, the use of advanced analytics and reporting, and the growing importance of social selling. These trends are driving the evolution and adoption of sales engagement platforms.

What are some of the best sales engagement software platforms in 2024?

Some of the best sales engagement software platforms in 2024 include Salesforce Sales Cloud, HubSpot Sales Hub, ZoomInfo SalesOS, Apollo.io, Salesloft, Outreach, Bigin by Zoho CRM, Mixmax, Kixie PowerCall & SMS, and Mailshake. These platforms offer a range of features to enhance sales processes and engagement.

What are the benefits of using sales engagement software?

The benefits of using sales engagement software include improved communication and engagement with prospects and customers, automation of repetitive tasks, enhanced analytics and reporting capabilities, and the ability to personalize interactions and track performance.

How does sales engagement software support remote selling?

Sales engagement software supports remote selling by providing tools for virtual engagement, such as email, phone, text, and video meetings. It also integrates with CRM systems to streamline interactions and track engagement across various digital channels.

What role does social selling play in sales engagement?

Social selling involves using social media platforms to engage with prospects and build relationships. Sales engagement software supports social selling by enabling sales teams to interact with potential clients organically and non-intrusively through social media, leveraging the large user base of these platforms.

How do sales engagement platforms integrate with other business tools?

Sales engagement platforms often integrate with CRM systems, email marketing tools, and other business applications. This integration ensures a seamless flow of data and enhances the functionality of the sales engagement software, providing a comprehensive solution for managing sales interactions.

What should businesses consider when choosing a sales engagement platform?

Businesses should consider factors such as the platform's features, ease of use, integration capabilities, pricing, and the specific needs of their sales teams. It's also important to evaluate the platform's ability to support remote and digital selling, provide advanced analytics, and enhance social selling efforts.

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