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Best Sales Engagement Software

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
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    Sales Engagement reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

    SalesLoft is the leading sales engagement platform, helping sales organizations to deliver a better sales experience for their customers. More than 2,000 customers use the company’s category-leading sales engagement platform to engage in more relevant, authentic, and sincere ways, including Square, MuleSoft, Alteryx, and Dell. Based in Atlanta, Georgia, with additional offices in San Francisco and New York, SalesLoft has more than 300 employees and was recognized as the #1 best place to work in Atlanta. The company was also named the 7th Fastest-Growing Technology Company in North America by Deloitte. For more information on SalesLoft and how to deliver a better sales experience, visit http://www.salesloft.com.


    Outreach, the system of action for sales teams, delivers performance and insights that result in higher velocity and more efficient selling. By automating and prioritizing all customer touch points throughout the sales process, Outreach triples the productivity of sales teams, and empowers them to drive more pipeline, book more meetings and exceed revenue goals. Outreach places actionable data intelligence at the fingertips of sales reps through a single, integrated view of all prospect-related information. Thousands of customers rely on Outreach to transform the sales process, drive collaboration between sales and marketing, and deliver higher revenue per sales rep.


    Yesware is an email productivity software for Gmail, Outlook, and Office 365 inboxes that helps over 800,000 users to send smarter, faster emails through tracking analytics and time-saving tools that scale personalized messaging. Yesware has the capability to sync engagement data to Salesforce, eliminating the need for manual email, call, and meeting activity logging, so users can spend more time on what matters.

    Yesware Reviews
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    Get the missing features for Gmail or Outlook. 250,000 professionals use Cirrus Insight in Gmail or Outlook to track email and attachment opens, create personalized email templates, send email drip campaigns, set follow-up reminders, and schedule three times more meetings with customers. Cirrus Insight also offers world-class Salesforce integration. We get it. You work in your inbox to connect with customers. You need all the tools to close a deal in one place. Connect with leads, set up warming campaigns, schedule meetings and track attachments all from your inbox. With our Salesforce api, there’s no more leaving your inbox to log information into Salesforce. No one likes busy work. Which is why you don’t login to Salesforce or keep it up to date. You’re staying busy talking with customers and closing deals. Now you can see and update Salesforce as you work. Regardless of which email client you use, you can automatically sync emails and appointments to Salesforce, track email opens, set follow up reminders, create and update Salesforce records like leads, contacts, and opportunities, schedule sales calls, and more. Save time, be more productive. Flight Plans is the premier solution for building personalized outreach communications at scale. Build a timeline of emails, calls, and to-do items for your Flight Plan, then add prospects to the campaign that’s the best fit for them. As prospects travel on their customer journey, you respond to their emails, make real calls, and create a relationship. We’ll be there for you every step of the way so that you get the most out of the Cirrus Insight platform by providing the type of service that has earned us over 1,000 five star reviews on the Salesforce AppExchange. Try Cirrus Insight free for 14 days.

    Cirrus Insight Reviews
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    #1 Sales Engagement Platform for Salesforce & Gmail Users ✔ Two-way integration between Salesforce, Gmail and Google Calendar ✔ Email open, click tracking & send later ✔ Create, edit & enrich any SFDC object ✔ Automated email sequencing TWO-WAY SALESFORCE INTEGRATION: Keep your Salesforce records current without leaving your Gmail account and Google Calendar. Quickly update records and log call notes right from the Groove sidebar. GMAIL & GOOGLE CALENDAR SYNC: Gmail and Google Calendar Integration for Salesforce made easy. With Groove's automatic sync, reps save time by eliminating manual data entry, and you never have to wonder if your Salesforce records are up-to-date. IT'S EASY, INTUITIVE, AND FAST: An intuitive interface combined with a Gmail sidebar and mobile add-on means you don’t have to change the way you work — Groove fits into your natural workflow. VIEW SALESFORCE RECORDS: Always have the account info you need -- right alongside your Gmail and Google Calendar. View and update opportunities and cases, and even create new leads, contacts, and accounts right from the Groove sidebar. CONFIGURABLE VIEW: Every team works differently. Customize which Salesforce fields and objects display in the Groove sidebar for each team within your sales organization. TRUSTED BY THE BEST: Highest rated Gmail and Google Calendar integration for Salesforce on the AppExchange and G2Crowd. Trusted by 30,000+ sales reps from leading companies like Google, Prezi, Slack and HotSchedules.

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    InsideSales.com Predictive Playbooks is built for SDRs and AEs who want to build closeable pipeline fast! Predictive Playbooks does this by helping salespeople get a hold of more of the right people. InsideSales.com uses their proven A.I.-platform called Neuralytics to target likely buyers combined with their cadence engine to help sales reps consistently engage all of their prospects in a personalized way. A.I. that makes sense. Just like Waze from Google helps drivers get to their destination quickly based on the data from other drivers, Neuralytics uses the collective knowledge of the Insidesales.com user base to help you build pipeline quickly. Wanna know which phone number or email address for a prospect is best based on others who have tried before? Wanna know the best time to call or email based on the experience of others? Predictive Playbooks uses Neuralytics to gives sales reps an edge over their competition. Cadence engine for all. A team of 10 or 10,000? No problem? Global team? No Problem. International calls? No problem. Legacy email server but still wanna use send tracked email? No Problem. Predictive Playbooks works side-by-side with your CRM and conveniently syncs all activity data back to your CRM. Since sales reps only spend 18% of their time in CRM, it also works outside your CRM ... wherever your reps work.


    We aspire to make every customer interaction successful. Every email, every meeting, and every presentation should be amazing. ClearSlide provides a complete Sales Engagement Platform that combines content management, integrated communications, engagement analytics, and guided selling to power dynamic engagement with buyers and maximize your existing CRM investment. ClearSlide customers achieve higher seller productivity, increased sales management effectiveness, and stronger customer-facing messaging. ClearSlide customers report: 10%-20% increase in closed deals 25% decrease in time to on-board new reps 50%-80% reduction in selling costs Sales Productivity An intuitive, integrated Sales Engagement Platform – with content, communications, and analytics at your fingertips to guide next step actions. Leader Effectiveness Powerful Engagement Quadrant Dashboards in ClearSlide and CRM improve deal visibility, coaching, and stronger forecasting and business results. Content Impact Recommend and promote content, providing reps the right content and tools at every point in the sales cycle. Refine and optimize messaging based on direct customer engagement and feedback.

    ClearSlide Reviews

    ToutApp is the leading provider of sales software that helps sales teams streamline communications to close more deals. ToutApp’s robust email tracking, templates and analytics help sales teams increase overall engagement throughout the sales process. Founded in 2011, ToutApp has more than 90,000 salespeople using its platform.


    VanillaSoft is an industry-leading option for sales-focused inside sales software. With thousands of satisfied users in over 23 countries, VanillaSoft has served more than one billion leads to its users. VanillaSoft’s intuitive and easy-to-use inside sales software takes the best of CRM, Lead Management and Telemarketing applications to create the most productive phone sales environment available today. Whether you’re a small business or a large enterprise, the hosted VanillaSoft solution offers all of the features your inside sales force needs to be productive and successful. Inside sales teams and outbound call centers across a variety of industries use VanillaSoft to improve outbound call quantity and overall call quality. Whether you are a sales representative, appointment setter, or professional fundraiser, VanillaSoft has a robust set of features to help you increase your speed to lead, reduce list decay rate, improve management control, and increase productivity. Notable Features include: next-best-lead routing, logical branch scripting, progressive auto dialing, call-activity performance dashboard, and data prompts — to name a few.

    VanillaSoft Reviews
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    Engage Campaigns gives your reps access to a library of marketing-approved email templates and nurturing tracks that they can use to connect with their prospects.


    DealHub Sales Engagement & CPQ Platform is a unified solution that delivers consistent sales engagements at every step of the sales and prospecting processes, enabling sales and buyers to meet, engage and collaborate online on relevant, personalized and dynamic content, while gaining real-time insights on buyers’ engagement and disposition. DealHub operates natively within Salesforce.com CRM and offers: • Configure-Price-Quote (CPQ) • Document Generation • Contract Management and Redlining • E-signature • Real-time Engagement Analytics • Predictive Sales Playbooks • Interactive Content Sharing and Engagement DealHub.io is trusted by fastest-growing technology companies, including ThoughtSpot, SalesLoft, Sisense, Looker, Clicktale, Tipalti, Dynamic Yield, INFINIDAT, Kaminario and AlgoSec. DealHub CPQ is a built-in dynamic quote generator that enables sales to create quotes, contracts and sales collaterals at the touch of a button. Rule-based templates automatically customize documents and their contents based on region, language, customer profile, product and any other chosen parameters. DealHub CPQ lets you embed customized sizing, margin and ROI calculators directly into your guided selling process. These calculators, together with DealHub’s rule-based configurator, ensure your sales reps and channel partners deliver the right solutions at the optimal price points.

    DealHub.io Reviews
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    PersistIQ makes your outbound sales more effective. Launch personalized campaigns with multiple touchpoints in minutes to get more conversations started from your cold leads. Eliminate common mistakes that plague outbound sales; leads falling through the cracks, misformatted emails, crossed lines of communication, forgetting to follow up, or getting the dreaded reply, “You reached out last week and we already scheduled a demo… #fail!” PersistiIQ’s powerful platform integrates into your existing workflow, CRM, and marketing automation systems. Personalization is key in selling and automation is key in productivity. PersistIQ lets you do both.


    That time you felt flat-footed on a sales call because your prospect brought something up that you hadn't anticipated... yeah, that wasn't fun and we felt your pain. Dooly's real-time playbook engine keeps your conversations as sharp and on-point as the buyer you talk to, matching their every move with sales tools that answer even their toughest questions. While we're at it, we thought we'd sneak in a bonus for you; removing the burdens associated with updating Salesforce, sharing your notes with others and panicking about pipeline updates. Dooly’s got your back so your focus remains on what matters most—winning over your customers. We built Dooly with you in mind. Your freedom to sell awaits → dooly.ai.


    We believe that in a world with smarter customers and more competition sales professionals win by creating value for their customers. Costello is a sales playbook platform that helps sales professionals consistently have great conversations with buyers. We are pioneering the way organizations build and execute sales playbooks designed to be used during sales calls. The platform helps sales reps prepare for calls, ask timely questions, tell relevant stories, and sync insights back to the CRM while showing managers and reps the gaps in every deal so they can work together to move them forward. With Costello, sales leaders can identify what’s working on the frontline and replicate success across the entire team.


    All-in-One Lead Generation & Sales Automation Growlabs combines lead generation with powerful automation to help their clients grow their businesses via automated sales, at scale. The plaftorm uses machine learning and artificial intelligence to deliver unbeatable results


    Olono is Sales Activity Automation for B2B Sales B2B reps and first line managers use Olono to address sales issues including pipeline visibility, sales process adoption and rep ramp time. Olono provides prescriptive next steps based on your buyer’s journey to improve close rates. With Olono organizations: - Understand and leverage ALL sales activity, from ANY and ALL sales and marketing applications. - Know how each activity, and the combination of multiple activities, impact pipeline movement and stage conversion. - Generate suggested next actions, customized by role, defined by best practices, custom processes and machine learning. - Automate signal and data capture, getting your reps out of the data clerk business and giving you more complete and accurate customer information than ever before. - Easily identify opportunities at risk, or progressing well. Know exactly where to focus your time for the most impact to your quota and forecast.