7 Sales Engagement Platforms That Actually Close Deals

The B2B sales experience has changed significantly in recent years. The days of pounding the phones and sending out mass emails are no longer sufficient to succeed. Modern salespeople require an innovative solution to pull off multi-touch campaigns at scale while keeping it personalized at each touch point.

Sales engagement platforms have been hailed as the center of new revenue operations, making it possible for teams to automate and streamline grunt work, provide prospects with delightful experiences, and, in turn, accelerate the sales cycle.

Choosing the correct sales engagement solution is necessary for businesses looking to keep pace in a crowded market.

The contemporary buyer journey is muddier than ever. Prospects engage with companies on various platforms, from email and social media to phone and direct message, until they make a purchase. This complexity requires a synchronized effort that legacy sales tools don’t deliver.

The sales engagement platform solves this need by providing:

1. Consistent multichannel orchestration: Sync up all touchpoints from email, LinkedIn, phone, and SMS

2. Intelligent Automation: Streamline manual tasks while keeping that personal touch

3. Insights through data: Monitor engagement rates and adjust campaigns accordingly to get results

4. Scaleable personalisation: Speak to hundreds of leads as individuals at once

5. Increased cooperation: Share what works and identify which prospects should be left alone to your team.

1. Integration Capabilities

The top sales engagement software integrations integrate seamlessly with your current tech stack, from CRM software and marketing automation tools to data enrichment services. These integrations are increasingly powered by IT automation, which helps unify tools and accelerate digital workflows across departments.

2. Deliverability Infrastructure

Email authentication, domain warming, and reputation management get your mail into the inbox.

3. Personalization at Scale

Search for AI features that personalize messages using prospect data, company details, and engagement history.

4. Analytics and Reporting

Full suite of dashboards to take action and understand your campaign performance, your team's productivity & your revenue attribution.

5. Compliance and Security

Features for embedding GDPR and data protection readiness work into your organization.

1. SmartReach.io - The All-in-One Revenue Accelerator

SmartReach.io stands out as a comprehensive sales engagement software explicitly designed for B2B revenue teams seeking to streamline their outbound operations. The platform excels in combining simplicity with powerful functionality.

Standout Capabilities:

• Advanced multichannel sequencing across email, LinkedIn, WhatsApp, and voice
• AI-powered email composition that adapts to your brand voice
• Sophisticated inbox management with automatic rotation and warm-up
• Team collaboration features, including shared inbox and unified DNC lists
• Real-time deliverability monitoring with proactive health alerts
• Native CRM synchronization with major platforms
• Intelligent scheduling based on prospective time zones and preferences
• Automated reply categorization with sentiment analysis

Pricing: Starting at $29 monthly

Best For: Growing B2B companies, agencies, and recruitment firms prioritizing deliverability and team collaboration.

2. QuickMail - Cold Email Mastery

QuickMail has established as its niche the platform teams use to perfect their cold email strategy. Its focus is deliverability and ease of use, which makes it well-suited for agencies and consultants.

Core Strengths:

• Advanced sender reputation management through multi-inbox rotation
• AI-enhanced deliverability optimization
• Behavioral trigger-based follow-up sequences
• Comprehensive performance analytics with A/B testing capabilities
• Streamlined CRM integration for seamless lead management

Pricing: Plans begin at $49 monthly

Best For: Agencies, consultants, and sales teams with email-first outreach strategies.

3. Expandi - LinkedIn Automation Excellence

Expandi is designed explicitly for LinkedIn automation, so it is a must-have for salespeople and recruiters relying on LinkedIn for prospecting.

Unique Features:

• Sophisticated LinkedIn campaign automation with safety protocols
• Multi-channel integration combining LinkedIn and email outreach
• Dynamic content personalization, including custom visuals
• Advanced targeting based on LinkedIn engagement patterns
• Team management capabilities for multiple LinkedIn accounts
• Comprehensive analytics for LinkedIn-specific metrics

Pricing: Business tier starts at $99 monthly

Best For: Sales professionals, recruiters, and B2B companies heavily invested in LinkedIn prospecting.

4. Outreach - Enterprise-Grade Revenue Operations

Outreach is the flagship solution for large sales organizations requiring sophisticated automation, deep analytics, and enterprise-grade features.

Enterprise Features:

• AI-driven coaching and strategy recommendations
• Advanced workflow automation with custom playbooks
• Predictive revenue intelligence and forecasting
• Deal health scoring and risk assessment
• Enterprise-level CRM integrations and data synchronization
• Comprehensive reporting and analytics suite

Pricing: Custom pricing based on requirements

Best For: Large sales organizations, enterprise companies, and teams requiring advanced analytics and coaching features.

5. Overloop - Balanced Automation and Personalization

Overloop balances automation capabilities and personalization features, making it suitable for mid-market companies seeking comprehensive outreach solutions.

Notable Features:

• Dynamic email personalization with advanced templating
• Visual pipeline management with deal tracking
• LinkedIn outreach monitoring and engagement tracking
• Team performance analytics and coaching insights
• Multi-channel campaign orchestration

Pricing: Flat rate of $99 per user monthly

Best For: Mid-market companies and sales teams seeking comprehensive outreach with strong personalization capabilities.

6. HubSpot Sales Hub - Ecosystem Integration Leader

HubSpot Sales Hub leverages the power of the broader HubSpot ecosystem, making it ideal for companies already invested in HubSpot's marketing and service platforms.

Ecosystem Advantages:

• Seamless integration with HubSpot's marketing automation
• Comprehensive email template library with team sharing
• Real-time engagement tracking and notification system
• Integrated call recording and analysis tools
• Native VoIP functionality across all devices
• Extensive third-party integrations beyond HubSpot

Pricing: Starter plans at $20 for two users monthly

Best For: Companies using HubSpot's ecosystem and those requiring tight marketing-sales alignment.

Implementation Best Practices

1. Have Clear Objectives to Begin With

Identify what's most important for your sales engagement platform – increasing response rates, accelerating deal velocity, or driving team efficiency.

2. Focus on Training and Adoption

Without appropriate training, even the best platform can and will fail. Invest in thorough onboarding and continuous learning for your team.

3. Test and Optimize Every Day

Set KPIs and review campaign performance frequently, identifying areas of opportunity for optimisation.

4. Maintain Data Quality

Keep your prospect data clean and up-to-date to ensure your personalization is as effective as possible.

Choosing the Right One for Your Business

The choice of the right sales engagement platform should be made with due diligence on one's own needs, current tech stack, and potential growth plans. Consider these factors:

(i) Size and structure of your team: Are you one person, 10, or 1000? The tools that work for a small team are not necessarily the best suited for a large enterprise-scale organization.

(ii) Main channels: Decide whether you require primarily email, LinkedIn, or genuinely multichannel functionality

(iii) Integration needs: Check to see if it will work with the CRM and any marketing tools you already use

(iv Budget consideration: Prioritize the needs of the feature as per the allotted budget. Which is a better approach?

(v) Compliance requirements: Think about industry-specific standards and data security regulations

Conclusion

With the right sales engagement platform, you can reimagine and optimize your sales operations, allowing your team to scale their outreach while delivering the personal touch that leads to conversions. Whether you’re a smaller team needing a systematized outreach strategy or a huge enterprise looking to scale an already successful setup, the services outlined here present battle-tested solutions across various use cases and price points.