Salesforce Engage

4.4
(10)

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.

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Salesforce Engage Features

Lead Gen

Customer Profile Interview

Initial efforts to understand brand and ideal customer.

Not enough data available

Tactics

Quality, variety, and legitimacy of tactics used for sourcing leads.

Not enough data available

Lead Number

Volume of leads gathered.

Not enough data available

Lead Scoring

Efforts to qualify and rate leads based on legitimacy and potential value.

Not enough data available

Lead Quality

Overall quality of leads gathered.

Not enough data available

Conversions

Success rate of converting leads into customers.

Not enough data available

Integrated Workflows

Task Management

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Not enough data available

Email Tracking/Automation

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Not enough data available

Calls and Voice

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Not enough data available

Other Outreach Options

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

Not enough data available

CRM Integration

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

Not enough data available

Attribution

Lead Opportunity

Aligns lead scores with predefined lead distribution criteria

Not enough data available

Lead Assignment

Matches and assigns leads to the correct sales representative

Not enough data available

Pipeline Acceleration

Determines which leads should be prioritized and then accelerates them up the pipeline

Not enough data available

Calling

Record Calls

Records calls for future reference.

Not enough data available

Generate Location

Generates an area code local to where the user is calling to increase likelihood of pick-up.

Not enough data available

Call Types

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

Not enough data available

Click-to-Call

Gathers contacts from integrated tools, allowing users to call with one click.

Not enough data available

Analytics

Open Rates

Records the rate at which emails are opened.

Not enough data available

Link Activity

Records the rate at which links in emails are followed.

Not enough data available

Attachment Activity

Records the rate at which email attachments are opened or downloaded.

Not enough data available

Incentives

Badges

Assigns achievement badges to high-performing employees based on pre-determined standards.

Not enough data available

Triggers

Automatically recognizes achievements that should be added to the leaderboard.

58%
(Based on 5 reviews)

Commission Calculator

Helps users determine sales goals by calculating potential commission rates.

Not enough data available

Leaderboards

Highlights top-performing employees to publicly reward their achievements.

Not enough data available

Repeatability and Reportability

Content Management

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Not enough data available

Workflow Management

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Not enough data available

Workflow Performance

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Not enough data available

Sales Coaching and Insights

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Not enough data available

Discovery

Lead Management

Integrates with lead capture and lead intelligence tools to discover leads

Not enough data available

Scoring/Ranking

Creates and assigns scoring system to rank the viability of leads

Not enough data available

Lead Context

Integrates with CRM or marketing automation tools to contextualize lead data

Not enough data available

Contacts

Personalization

Retains a log of extraneous contact information such as timezone and contact engagement.

Not enough data available

Information Locater

Finds and opens saved contact information for reference at the time of a new call.

Not enough data available

Record Prospect Data

Allows users to denote which contacts they believe are prospective customers.

Not enough data available

Customizations

Email Platform Integration

Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

Not enough data available

Email Scheduling

Allows administrators to schedule out emails in advance.

Not enough data available

Notifications

Reminds administrators to follow-up on emails based on pre-set reminders.

Not enough data available

Email Categorization

Allows for the categorization of emails.

Not enough data available

Templates

Allows for the creation of templates for frequently-sent emails.

Not enough data available

Personalization

Profiles

Creates user profiles similar to social media pages that display private or public statuses and updates.

79%
(Based on 5 reviews)

Custom Reports

Generates reports with customizable fields to further understand employee performance.

85%
(Based on 6 reviews)

Dashboards

Visualizes individual and team insights such as new leads and outbound calls.

88%
(Based on 6 reviews)

Goal Setting

Allows teams to set trackable goals within the tool.

80%
(Based on 6 reviews)

Management

Conversion Viability

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities

Not enough data available

Workflow

Aligns lead scores and strategy with existing sales operations

Not enough data available

Insights

Notes

Allows users to take notes during or after the call for future reference.

Not enough data available

Daily Summary

Delivers users a daily summary of activity.

Not enough data available

Automated Voicemails

Sends automated voicemails to prospective clients who fail to answer.

Not enough data available

Automated Emails

Sends automated emails to increase engagement with prospective clients.

Not enough data available

Sorts Prospects

Organizes contacts based on probability of success.

Not enough data available

Administrative

Integration

Integrates with CRM and financial systems to help determine goals

79%
(Based on 5 reviews)

Employee Structure

Organizes team members by roles, activities and objectives and weighs tasks by importance.

70%
(Based on 5 reviews)

Behavior Monitoring

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

73%
(Based on 5 reviews)

Platform

Data Synchronization

Syncs lead data within the sales database for consistency and accuracy

Not enough data available

Analysis

Provides analysis on lead scores, funnel insights, and both open and closed opportunities

Not enough data available