3 Features To Look For In A Sales Engagement Platform


Today, sales are highly driven by insights. The most effective sales teams make sure they’re offering the appropriate product to the right prospect by combining current technology and human skills. Organizations of all sizes are using sales engagement tools to manage their workload in this era of fierce competition.


Whether a small business owner launching a pre-seed startup or a prominent business owner supervising the entire enterprise, sales engagement platforms can help you optimize every stage of the sales cycle. But how should you evaluate these tools? What features should you consider before choosing such platforms for your business?


This manual will cover everything and assist you in choosing a platform for sales interaction that is appropriate for your business.


3 Sales Engagement Platform Features


So, if you’re considering using a sales engagement platform, these are the three key characteristics to consider:


1. Productivity 


Your salespeople are so swamped with uncountable tasks that they spend less than 36% of their time on selling (source). However, with the correct sales engagement platform, your agents may concentrate more on their main duty, “sales.”


Hence, when choosing a platform, figure out whether your sales engagement platform can elevate the output of your sales team. Additionally, determine whether your platform can offer you various options such as automated data logging, email automation, call automation, automatic dialer, and task management.


If your sales engagement platform provides such a feature, your manual tasks can be taken off your plate, giving you more time to focus on important sales meetings.


2. Personalization


Did you know that email personalized campaigns can boost sales by 20%? (source). email personalization can make your prospects feel valued, so try to discover whether your platform includes customization features.


Make sure your platform enables you to craft personalized email templates and collect the necessary data to make customized calls. If your platform lacks such a  feature, you can simultaneously send personalized messages to only a handful of prospects, which isn’t feasible. So, do look for the personalized feature while evaluating a sales engagement platform for your company. 


3. Prioritization


The third feature you need to look for in the sales engagement platform is prioritization. If your chosen platform has this feature, it can take all the guesswork out of your sales activity. Guesswork can sometimes produce better results, but it can also result in time wasted with no results. So, setting priorities is essential for your sales activity.


In addition, the prioritization feature of the sales engagement platform can provide you with much more informative details about what needs to be done next by indicating how to get in touch with them and what to say.


Suppose you are considering such a feature in the sales engagement platform. In that case, you need to ensure that your platform delivers you with options such as a sales email cadence solution, the ability to counsel representatives on the next best actions, automatically triggered sequences based on preset criteria, intelligent lead response routing, and alerting.


Also Read: FAQs on Sales Engagement Platforms that may help you learn about them!


We hope the guidelines outlined above can assist you in locating a suitable sales engagement platform for your business. However, before deciding on a sales engagement platform, ask your teammates what features they prefer so your chosen platform can deliver the desired results for your company.


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