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5 Sales Engagement Tools That A Sales Team Should Not Miss

5 Sales Engagement Tools That A Sales Team Should Not Miss

When it comes to Sales Engagement, the major chunk lies in emails. Hence, the need for email tracking comes into existence. Email tracking is a way of monitoring delivery of email to intended recipient. When one wants to know if a recipient has opened the email or not, email tracking comes into a need. Most of the email tracking technologies use digital time stamped record which gives the exact date and time when email was opened and  IP address / location of the recipient as well.

Moreover, these days email tracking is not enough to know prospects engagement. Hence, beyond email tracking tools there is the suite of tools available which gives a detailed behavioural analysis of prospect to a sales team. So that the sales team can take known and calculated decisions & can turn more prospects into customers.

This Suite of tools contains email tracking with  email scheduling, document tracking,  mail merge, click-to-calls & live meetings.

Collectively this suite of tools is called Sales Engagement Platform. Yesware a well-known email tracking tool has shifted its business towards sales engagement trying to solve a big pain of industry i.e Predicting which prospect is actually interested in the proposal & has more chances that it turns to a customer in near future.

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There are number of tools available, which are worth mentioning when considering the sales engagement tools:

1. SalesHandy

saleshandy

    This is web based data analytics and sales solution which helps you to track emails, share & track documents / attachments, engage with leads and centralist content management. This tool is best suited for medium and small sized businesses & individuals but also caters the need of large enterprise at the same time. With SalesHandy sales teams can work on building viable sales strategies with prospects behavioural insights and hence can ultimately work towards increasing sales.

    SalesHandy comes with Gmail & Outlook extension. A user doesn’t have to dump here in there to send tracked email or schedule an email. Attachment tracking and CRM Integrations add the value to extensions.

    Mail Merge functionality of SalesHandy is quite interesting, it allows a user to send up to 200 personalized emails at a time. If connected with Gmail, the emails will be sent from users own Gmail address. To make sure that emails land perfectly in an inbox and not in spam box to get the maximum opening and reply rate.

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    2. ClearSlide

    clearslide

      This is web based sales engagement tool helps to increase sales team efficiency. The Live Pitch feature enables screen sharing and in one clicks presentations having high definition video can be shared in real time on screen. Email Pitch Feature lets you share sales content through personalised emails.

      And it also sends an alert when email is viewed and has analytics to customised future conversations. With the mobile app, sales professionals can address to customer pain on the move. The other features include such as calendar, email, follow up and contacts for instant response.

      3. Fileboard

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      fileboard

        Fileboard is kind of service that is applicable to sales engagements. It uses a cloud to give the common platform for tracking and collaborating how customers are reacting to presentation sent by a sales person. Fileboard does not allow editing slide content. Fileboard offers an easy way to rearrange and upload slides and sending them directly from the console.

        Fileboard lets you target the prospects on daily basis for sending out presentations and emails and presentations, by knowing who has opened those presentations which help sales team to know who is interested. The uploaded files can be converted into data objects and saved as links thus making it easy to track. It supports screen sharing and integration with Dropbox and Box so presentations may be updated automatically.

        4. LiveHive

        livehive

          This allows marketers and sales representatives to track emails send through email tools, group emails and Outlook. They will get information on email whether it is opened, clicked, forwarded and attachment downloaded or not.

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          It also shows how long recipient took looking at each page of the attachment which really helps marketers and representatives to focus exactly where so as to engage prospects and interests of theirs. Another feature includes LiveClip, which gathers prospect email addresses from third party website directly in the tool.

          5. Yesware

          yesware

            Yesware is an extension available for Outlook and Gmail. One can see who has opened emails and when, whether from mobile or desktop and can obtain IP address too. Emails can be scheduled to be sent at the later time, and one can choose which emails needs to be tracked.

            Yesware also has the feature which lets to identify most interested clients and when to send timely follow up which can even be scheduled as soon as they have seen the original email. In general, it’s a great tracking service that comes with extremely affordable variety of pricing plans.

            Conclusion

            There are a number of reasons to use these Sales engagement services, in spite of which industry or job position you are in. Moreover, there are a number of services available though my personal favourite is SaleHandy as it’s not only a price competitive solution but it comes very handy when it comes to user-friendliness and simplicity.

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            Abhay Jeet Mishra

            Writer at Lifehack & Enterested.com

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            40 Top Productivity Apps for iPhone (2018 Updated)

            40 Top Productivity Apps for iPhone (2018 Updated)

            Over the years here at Lifehack, we’ve discussed plenty of apps that you can use to improve your overall productivity.

            There are certain ones that many of our contributors and editors (past and present) have adopted over the long-term — there are always the stalwarts that stick around. But there are also new apps that crop up every day, adding more and more depth to the app category.

            Some of the apps are incredibly plain and simple, while others are more robust and offer more features than you can shake a stick at. And everyone has the one they prefer.

            It’s been our job (and still is our job) to keep abreast of all of the productivity-type apps out there. As a result — and as a bit of a refresher — we’ve put together a list of 40 best productivity apps for iPhone to provide you with an all-in-one resource for you.

            Productivity apps to help you get things done

            1. OmniFocus

            This app is, while pricey, considered to be one of the (if not the) most robust and full-featured productivity apps on the market.

            Download it here.

              2. Forest

              Train yourself to put your phone down and stay focused on the task at hand by playing with this planting game. It’s fun and will help you achieve more.

              Download it here.

                3. Things

                Another robust choice, this app is a favorite amongst “productivityists”.[1]

                Download it here.

                  4. 30/30

                  Recently covered here at Lifehack

                  , 30/30 is a newcomer to the game that incorporates lists and timing of tasks into an elegant and easy-to-use interface.

                  Download it here.

                    5. Any.Do

                    A beautiful-looking app that is both easy on the eyes and your wallet.

                    Download it here.

                      6. PocketLife Calendar

                      This calendar app is specifically designed to be stylish and super easy-to-use. You can organize your life easily with different modern features.

                      Download it here.

                        7. Asana

                        We’ve covered Asana here at Lifehack

                        , and it is being actively developed by a strong team committed to making collaborative task management a more efficient and effective experience.

                        Download it here.

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                          8. ToDoist

                          This app keeps track of everything – from simple errands to your most important projects – so you can get it all done and enjoy more peace of mind along the way.

                          Download it here.

                            9. FlowTasks

                            From the folks at MetaLab, Flow is a gorgeous collaborative task management app that is easy-to-use and incredibly functional.

                            Download it here.

                              10. Calendars 5

                              This calendar app focuses on events that help you to keep track of upcoming events and tasks easily. It has everything you need to organize, track and complete your to-dos.

                              Download it here.

                                11. Clear – Tasks, Reminders & To-Do Lists

                                A fun and innovative list-making app that relies on swiping and pinching to make things happen. Clear created a lot of buzz when it launched, and might be the perfect to-do list gateway app for many.

                                Download it here.

                                  12. Due

                                  A robust reminders app that lets you store and maintain reminders of all types. It’s replaced Reminders for me when it comes to the basics, and it’s worth a look if you want to keep the mundane stuff out of your head and cluttering your mind.

                                  Download it here.

                                    13. Checkmark 2

                                    I use this app

                                    for location-based reminders (such as groceries I need to get or single items I need to pick up from various locations). Checkmark is simple to use and a valuable addition to my productivity arsenal.

                                    Download it here.

                                      14. TeuxDeux

                                      Created by Tina Roth Eisenberg and Fictive Kin — Teux Deux is simple and incredibly stellar in terms of design. If you like lists (including the popular “Someday Bucket”) and want to associate dates with tasks, then Teux Deux will be right up your alley.

                                      Download it here.

                                        15. Wunderlist 

                                        Another incredibly popular choice is Wunderlist. Part of 6Wunderkinder’s software family, it sports a gorgeous design and is incredibly functional. We’ve talked about the app a couple of times here at Lifehack, so check those posts out here.

                                        Download it here.

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                                          16. Nirvana

                                          For the GTD enthusiasts, there’s Nirvana. Straight from the source: “Nirvana frees your mind to focus on actually getting things done. If you’ve had enough of generic to-do lists, it’s time for Nirvana.”

                                          Download it here.

                                            17. Priorities

                                            An elegant-looking task management app that has received decent reviews,[2] this could be the one for you if you’re not a fan of OmniFocus or Things — especially if you need (or want) to share tasks with others.

                                            Download it here.

                                              Productivity apps that help you build habits

                                              18. Productive

                                              With this app, you can plan your habits with an easy-to-use interface, schedule habits for any time of the day, set smart reminders for each time of the day and stay on track with useful feedback. This app is perfect for anyone who wants to build a habit that sticks.

                                              Download it here.

                                                19. Habitica: Gamified Taskmanager

                                                You can complete tasks and build habits in a more fun way with this app. Input your Habits, your Daily goals, and your To-Do list, and then create a custom avatar. Check off tasks to level up your avatar and unlock features such as armor, pets, skills, and even quests.

                                                Download it here.

                                                  20. Streaks

                                                  This app follows the model of the popular “don’t break the chain method” in that you use the app to track how you are donig in the pursuit of your goal. Great for goal-setting — and an easy and elegant interface to boot.

                                                  Download it here.

                                                    21. Remember The Milk

                                                    Another popular to-do list app, Remember The Milk has a huge following. It has plenty to offer, including the ability to share tasks with others.

                                                    Download it here.

                                                      22. Day One Journal

                                                      When it comes to journaling, nothing really beats Day One. Its latest update added a slew of features that will make you want to start making journaling a habit.

                                                      Download it here.

                                                        Productivity apps that makes organization easy

                                                        23. Evernote

                                                        Touted as the world’s most widely-used productivity app, Evernote an be used simply as a notetaking app or can be customized to be your GTD app of choice — among other things.

                                                        Download it here.

                                                          24. Pocket

                                                          You can save an article, video or link you want to read or watch later to Pocket from anywhere including your computer, Safari, email, and your favorite apps like Facebook, Twitter, Flipboard, and Feedly.

                                                          Download it here.

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                                                            25. Sync.Me

                                                            This app identifies unknown phone calls, warns you from annoying spam calls, and adds a caller picture to your contacts from Facebook, Twitter and Google+.

                                                            Download it here.

                                                              26. Droplr

                                                              One of the most popular file-sharing apps out there today. Straight from the source: “Stay productive on the go. Droplr for iPhone keeps you in sync and makes sharing on the iPhone natural.”

                                                              Download it here.

                                                                27. Dropbox

                                                                Before iCloud, there was Dropbox. And there still is Dropbox, which is still widely used by both Mac and PC users all over the globe. It’s like having a flash drive in your iPhone. A must-have.

                                                                Download it here.

                                                                  28. iDolly 

                                                                  In conjunction with Dolly Drive and DollySync, iDolly allows you to edit and share your documents from your iPhone.

                                                                  Since all your changes sync automatically to all your devices, the current version of a document will always be accessible because Dolly Sync keeps everything in sync. Very handy.

                                                                  Download it here.

                                                                    29. Soulver

                                                                    It may seem odd that a calculator app shows up on this list, but this is no ordinary calendar app. Ben Brooks over at The Brooks review describes Soulver as follows: “It is what calculators would have been if they were invented at the same time computers were, instead of what we have with most calculator apps.” [3]

                                                                    Download it here.

                                                                      Productivity apps that help you work smart

                                                                      30. Captio

                                                                      A simple capture tool. Straight from the developers: “It’s simple. Open Captio and start typing. When you’re done, hit Send. The note is immediately delivered to your email inbox.”

                                                                      Download it here.

                                                                        31. Drafts

                                                                        A tremendous capture tool that allows for simple capture, followed by sending items to various applications such as OmniFocus, Things and more.

                                                                        Download it here.

                                                                          32. NoteShelf 2

                                                                          This is a perfect note-taking app for you. You can take beautiful handwritten notes, type, annotate PDFs, record audio & create lists. You can organize them into categories or groups.

                                                                          Download it here.

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                                                                            33. Doodle

                                                                            This app links directly with the Doodle service, which is one that allows you to plan and organize meetings far more efficiently and effectively. Lifehack contributor Steve Dotto has written about Doodle more in-depth here.

                                                                            Download it here.

                                                                              34. TextExpander (Legacy)

                                                                              I have saved countless hours of time with TextExpander, and despite its inability to be as robust on iOS as it is on the Mac, it is still a worthy app to have in your arsenal.

                                                                              Download it here.

                                                                                35. Launch Center Pro

                                                                                A quick launcher for the iPhone that doesn’t just launch an app…with some of them it can do much more. This app saves you time by launching complex actions in a single tap.

                                                                                Download it here.

                                                                                  36. GoodReader

                                                                                  This may seem to be an odd one to make this list, but here are plenty of reasons why it is here with this article.

                                                                                  Download it here.

                                                                                    37. LogMeIn

                                                                                    Want to be able to control your Mac from wherever you are? Then get this app.

                                                                                    Download it here.

                                                                                      Productivity apps that improve security

                                                                                      38. 1Password

                                                                                      There is simply no better password manager out there. I’ve even put together a 1Password Emergency Kit worth looking at here.

                                                                                      Download it here.

                                                                                        39. LastPass Password Manager

                                                                                        You can store passwords and logins, create online shopping profiles, generate strong passwords, track personal information in photo and audio notes.

                                                                                        All you have to do is remember your LastPass master password, and LastPass autofills web browser and app logins for you.

                                                                                        Download it here.

                                                                                          40. Truecallers

                                                                                          Identify and block spammers, search for unknown numbers and call friends easily with this app. With a community-based spam list from over 250 million users, you’ll need this app.

                                                                                          Download it here.

                                                                                            There are plenty of other options out there (and we’ve heard from readers in the past as to what they enjoyed using), but these 40 are among the best.

                                                                                            Reference

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