Sales Engagement Platform Software

A sales engagement platform software is a powerful tool designed to streamline and optimize the sales process. It provides sales teams with a centralized platform to manage and track their interactions with prospects and customers. This software combines various features such as email automation, sales cadence management, call scheduling, and analytics to enhance sales productivity and effectiveness.For example, imagine a sales representative using a sales engagement platform software to send personalized emails to potential clients. The software can automate follow-up reminders and track email opens and clicks, allowing the sales rep to prioritize their efforts and focus on the most engaged leads. This ultimately leads to improved sales performance and higher conversion rates.

Buyer Guide

Solution category

Viewing 102 Solutions

  • Alphabetical A-Z
  • Alphabetical Z-A
  • Featured solution
  • Maturity
  • Authority




Outreach is a leading company that offers the Sales Execution Platform, a powerful tool for sales teams. Their platform is designed to assist sales professionals in creating and managing their pipeline efficiently. With innovative features and AI capabilities, Outreach helps sales teams streamline their processes and drive revenue growth. They provide sales engagement, revenue intelligence, and revenue operations functionalities on a unified platform, making it a comprehensive solution for businesses. Outreach's services are utilized by a wide range of organizations, including B2B sales teams, who benefit from their advanced technology and automation tools.



Horizon, developed by Check Point Software, is a cutting-edge security operations platform that prioritizes prevention. It offers a comprehensive suite of tools and services designed to enhance Security Operations Center (SOC) operations. Horizon is available as either an Extended Detection and Response (XDR) or Managed Detection and Response (MDR) solution. With robust SOC operations capabilities, Horizon enables organizations to effectively monitor and protect their IT infrastructure. It provides end-to-end security operations services, continuously monitoring the entire IT environment to detect and respond to genuine cyber threats. Horizon's advanced features and powerful security measures make it the go-to choice for businesses seeking proactive cybersecurity solutions.


<p> is a leading company that provides a revenue intelligence platform for sales teams. Their software captures and analyzes customer interactions, delivering valuable insights to empower teams to make data-driven decisions. By replacing opinions with data, enables businesses to improve their sales strategies and drive better outcomes.;s services are utilized by a wide range of organizations and professionals in the sales industry. From small businesses to large enterprises, sales teams rely on;s platform to guide their inside sales representatives towards closing deals successfully. The software helps rescue at-risk deals, align with customers&#39; needs, and optimize the sales process. With, businesses can enhance their revenue generation efforts by leveraging the power of data-driven insights and intelligent sales strategies.</p>



Pipedrive is a leading CRM (Customer Relationship Management) software company that offers an easy-to-use platform for sales and business development teams. Their primary focus is on providing efficient tools and features to streamline the sales process and boost productivity. Pipedrive's CRM solution is highly regarded by users and has gained recognition as the #1 user-rated CRM tool. It helps businesses generate more qualified leads, manage their sales pipelines effectively, and ultimately grow their business. With features such as sales document management, eSignatures, sales assistant notifications, and comprehensive training courses, Pipedrive caters to the needs of both inside and outside sales representatives. Their flexible sales management systems can be customized to meet specific business requirements, making Pipedrive a preferred choice for companies across various industries.



SalesLoft is a leading Sales Engagement Platform that empowers sales teams to drive more revenue and achieve sales success. The company offers a comprehensive suite of tools and features designed to streamline sales processes and enhance team performance. With their Modern Revenue Platform™, SalesLoft provides solutions for sales automation, sales chat, dialer communication, and sales gamification. Their platform is used by thousands of successful selling teams across various industries. SalesLoft's software helps organizations optimize their sales strategies, improve customer communication, and boost overall productivity. Whether it's automating workflows, managing sales processes, or leveraging AI in sales, SalesLoft is trusted by businesses to accelerate revenue growth.




<p>Pendo is on a mission to improve the world&rsquo;s experiences with software.</p> <p>From Fortune 500 enterprises to B2B tech startups to educational institutions and NGOs, organizations around the world use Pendo to achieve a common goal&mdash;to build digital experiences users love.</p>



Whatfix is a leading digital adoption platform (DAP) company that offers innovative solutions to enhance user efficiency and drive software adoption for businesses. Their no-code software integrates seamlessly with desktop, web, and mobile applications and provides step-by-step guidance and contextual user experiences. With Whatfix's interactive platform and analytics, employees can easily navigate through enterprise software, improving productivity and business outcomes. Whatfix has gained recognition for its user-centric approach and is trusted by organizations across various industries to accelerate software adoption and ensure smooth technology transition. Their solutions cater to the needs of both enterprises and end-users, making technology adoption easier and more effective.

Vymo is a leading provider of Customer Relationship Management (CRM) software that offers a comprehensive suite of tools and services for sales executives in various industries. Their platform serves as a unified window, enabling sales teams to access critical information and streamline their processes effectively. Vymo's intelligent and proactive assistant empowers field sales and service teams by leveraging artificial intelligence (AI) technology. With a focus on industries such as insurance, finance, and field service, Vymo caters to large enterprises with remote sales and field teams. Their software helps businesses overcome field sales limitations and achieve greater success in their operations.

Keap is the leading small business CRM (Customer Relationship Management) and automation platform designed exclusively to assist small businesses in saving time and growing without complications. Their software provides functionalities such as creating beautiful landing pages, managing online sales, optimizing content with SEO, and implementing advanced automations. Keap is widely utilized by small businesses looking for a user-friendly CRM solution that streamlines their operations and helps them enhance customer relationships. With features like landing page builders, premade templates, and a comprehensive suite of automation tools, Keap empowers businesses to effectively manage their marketing efforts and drive growth.



LeadSquared is a leading company specializing in sales automation and CRM software. They offer a comprehensive platform that combines marketing automation, lead capture, lead management, sales management, and analytics. With their mobile CRM software and app, LeadSquared helps boost the efficiency of field sales teams and improves lead management. Their field management software simplifies the adoption and execution of existing sales processes, making it easy to monitor sales follow-ups. LeadSquared's software and services are used by businesses of all sizes across various industries, including insurance, financial services, pharmaceuticals, and more.

Simplify Your Sales Process: A Buyer's Guide to Sales Engagement Software

Are you looking to level up your sales outreach game with the latest sales engagement platform software? Well, look no further! As modern sales teams continue to adapt to a remote workforce, Sales Engagement Platforms (SEPs) offer tools to help keep your sales reps more productive and efficient than ever. Choosing the right SEP software can be a daunting task, with a seemingly endless array of vendors and features to consider. But fear not, as this sales engagement platform software buyer's guide will help you navigate the ins and outs of the SEP landscape, and ultimately make an informed decision that will set your sales team up for success. Whether you're a small business or a large enterprise, this guide will provide you with valuable insights and information to help you make the right choice for your organization's unique needs.

What is Sales Engagement Platform Software

Sales Engagement Platform Software is a type of technology that enables sales teams to engage with customers and prospects more effectively, efficiently, and at scale. It is an all-in-one platform that makes it easy for sales teams to manage their outreach efforts through personalized email, social media interactions, phone calls, and other communication channels. Sales Engagement Platforms typically integrate with customer relationship management (CRM) software, allowing sales teams to coordinate their outreach efforts and track their interactions with potential customers. Common use cases for Sales Engagement Platform Software include: - Lead generation and prospecting: Using Sales Engagement Platforms, sales teams can quickly identify and connect with potential customers who have expressed interest in their products or services. - Sales process automation: By automating repetitive tasks such as email follow-ups and appointment scheduling, sales teams can save time and focus on other high-priority tasks. - Pipeline management and forecasting: Sales Engagement Platforms can provide valuable insights into the effectiveness of outreach efforts, enabling teams to make data-driven decisions about where to focus their efforts. - Account-based marketing: Sales teams can use Sales Engagement Platforms to personalize outreach efforts and tailor messaging to specific accounts or decision-makers. - Onboarding and training: Sales Engagement Platforms can be used to onboard and train new sales team members, providing a centralized platform for training materials and best practices. A wide range of companies across various industries use Sales Engagement Platform Software. These companies include: - B2B sales organizations that operate in complex or competitive markets - Small and medium-sized businesses looking to scale their sales efforts - Startups looking to build a sales pipeline from scratch - Sales teams that prioritize relationship-building and personalization as part of their outreach efforts

Benefits of Sales Engagement Platform Software

In today's hyper-competitive and fast-paced business climate, sales teams need every possible advantage to succeed. Sales engagement platform software is an essential tool that businesses can use to streamline their sales processes, boost productivity, and close more deals. Here are some key benefits of sales engagement platform software that businesses of all sizes can enjoy: - Enhanced Sales Productivity: Sales engagement platform software can help reps automate repetitive tasks and free up more time for them to focus on selling activities such as prospecting, outreach, and follow-ups. This increased productivity enables sales teams to handle more leads and deals, leading to higher revenue. - Improved Sales Performance: Sales engagement platforms provide analytics and performance metrics that help sales reps track their progress and understand what works well and what needs improvement. They can use this information to optimize their sales strategies and tactics, leading to better performance and higher rates of successful deals. - Increased Personalization: With the help of sales engagement software, companies can customize their sales outreach efforts to a greater degree. By tailoring their messaging and engaging prospects with personalized content, businesses can increase engagement rates and conversions. - Better Collaboration: Sales engagement software streamlines communication and collaboration between sales reps, managers, and other team members. It provides a centralized platform that enables everyone to access real-time information about leads and deals, collaborate on documents, and share feedback, leading to better collaboration and information sharing. - More Efficient Sales Process: Sales engagement software uses automation and AI-powered tools to seamlessly integrate sales outreach and follow-up. This results in a more streamlined sales process, which helps reps move leads more quickly through the funnel, and close deals faster. By leveraging the benefits of a sales engagement platform software, businesses can empower their sales teams to be more productive, effective, and efficient than ever before. Whether it's automating repetitive tasks, improving sales performance, or facilitating better collaboration, sales engagement software is the solution that businesses can use to grow their sales, improve their bottom line, and increase their market share.

Features of Sales Engagement Platform Software

Sales Engagement Platform (SEP) software is a powerful tool that helps sales teams organize and streamline their sales processes. There are several common features that most SEP software includes. In this section, we will highlight and list 10 of these features. 1. Automated Outreach: SEP software streamlines the outreach process by automating repetitive tasks like sending emails and making calls. This saves time and allows sales reps to focus on more important tasks. 2. Lead and Contact Management: SEP software provides a centralized location for managing leads and contacts. This helps sales reps keep track of their interactions with prospects and ensures that no leads slip through the cracks. 3. Activity Tracking: SEP software tracks all activities performed by sales reps, including emails sent, calls made, and meetings scheduled. This data is valuable for reporting and performance analysis. 4. Personalized Messaging: SEP software allows sales reps to craft personalized messages that are tailored to each prospect's unique needs. This helps increase engagement and build stronger relationships with prospects. 5. Multi-Channel Communication: SEP software supports multiple communication channels such as email, phone, and social media. This enables sales reps to reach prospects through their preferred communication method. 6. Sales Analytics: SEP software provides detailed analytics on sales activity, pipeline health, and performance. This helps sales managers make data-driven decisions and optimize their sales processes. 7. Sales Cadence Management: SEP software allows sales managers to create and manage sales cadences, which are a series of touchpoints designed to move prospects through the sales funnel. This ensures that prospects are engaged at every stage of the buying process. 8. Collaboration Tools: SEP software facilitates collaboration between sales reps and other departments such as marketing and customer success. This helps ensure that everyone is aligned and working towards the same business goals. 9. Integrations: SEP software integrates with other tools such as CRM software, marketing automation tools, and sales enablement platforms. This creates a seamless workflow and prevents data silos. 10. Customization: SEP software allows users to customize their workflows and processes to fit their unique business needs. This provides flexibility and ensures that the software is tailored to the organization's specific requirements. In conclusion, Sales Engagement Platform (SEP) software provides a comprehensive suite of tools that help streamline the sales process, increase efficiency, and improve performance. By leveraging these common features, organizations can increase their sales velocity and drive revenue growth.

Considerations of Sales Engagement Platform Software

Purchasing a sales engagement platform software can be a daunting task, especially with the sheer number of options available in the market. Businesses need to consider several factors before making a purchase decision to ensure that they invest in a solution that suits their unique needs. Firstly, businesses need to evaluate their requirements and determine what features they need in their sales engagement software. Some key features to consider include lead management, email sequencing, analytics, workflow automation, and integrations with other sales tools. By identifying must-have features, businesses can narrow down their options and focus on products that offer the most value. Secondly, businesses should evaluate the user interface and ease of use of the software. The software should not only be easy to navigate but should also be intuitive, with a minimal learning curve. This will ensure that sales reps can adopt the software quickly and start leveraging its benefits. Thirdly, businesses should consider the scalability of the sales engagement platform. As a business grows and sales teams expand, the software should be able to accommodate the additional users and data without any hiccups. It's also essential to ensure that the software can integrate with other business systems and tools seamlessly. Fourthly, security is a significant concern when using any software, and sales engagement platforms are no exception. Businesses should ensure that the software has robust security features, data encryption, and compliance with regulatory standards. Finally, businesses should also consider the pricing and budget when selecting a sales engagement platform. The cost will vary based on the features included, so it's essential to evaluate the offerings against the budget allocated for the software. Some platforms may also offer free trials that businesses can take advantage of before committing to a purchase. In conclusion, selecting the right sales engagement platform software requires careful evaluation of the features, ease of use, scalability, security, and pricing. By considering these factors, businesses can find a solution that aligns with their unique needs and streamlines their sales processes.

Software Trends for Sales Engagement Platform Software

Sales engagement platform software is an essential tool for businesses looking to engage with their customers and drive revenue growth. With the rise of technology and ever-evolving market trends, it's important to stay up-to-date with the latest developments in the industry. In this section, we'll discuss the biggest sales engagement platform software trends for 2023 and beyond. 1. Artificial intelligence and machine learning Artificial intelligence (AI) and machine learning (ML) are revolutionizing the sales engagement platform software industry. With AI and ML, businesses can automate and personalize their sales processes, enabling them to engage with customers at scale while delivering a unique and tailored experience. In 2023 and beyond, we can expect to see continued growth in the use of AI and ML in sales engagement platforms. 2. Omnichannel engagement Omnichannel engagement is the practice of providing a seamless customer experience across multiple channels, including email, phone, social media, and more. Sales engagement platforms that offer omnichannel capabilities are becoming increasingly popular, as businesses strive to provide a consistent and personalized experience for their customers across all touchpoints. 3. Integration with CRMs Sales engagement platform software that integrates with customer relationship management (CRM) platforms like Salesforce and HubSpot is becoming more prevalent. Integration with CRMs enables businesses to streamline their sales processes and manage customer data more effectively, resulting in increased sales and better customer relationships. 4. Predictive analytics Predictive analytics is another trend that's driving the growth of sales engagement platform software. By analyzing customer data, businesses can use predictive analytics to anticipate customer behaviors and needs, enabling them to tailor their sales approach and messaging accordingly. 5. Mobile optimization Mobile optimization is critical for any sales engagement platform software provider. With more and more people accessing content and services on their mobile devices, it's essential that sales engagement platforms are optimized for mobile use. In 2023 and beyond, we can expect to see continued growth in the development of mobile-friendly sales engagement platforms. In conclusion, these are the biggest sales engagement platform software trends for 2023 and beyond. By staying up-to-date with these trends, businesses can ensure that they're using the best technology available to engage with their customers, drive revenue growth, and deliver a unique and personalized customer experience.