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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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            Last Updated on July 8, 2020

            10 Smart Productivity Software to Boost Work Performance

            10 Smart Productivity Software to Boost Work Performance

            Productivity is the ability to perform tasks efficiently and in a timely manner. In today’s busy and competitive business world, productivity is paramount for any business, organization or corporation.

            Productivity is more than just performing tasks successfully. It is about investing and allocating resources, so the company or business can perform to meet its core goals.

            As part of 2019, it is important to commit to new goals. When shopping around for new productivity software keep in mind the following things: cost, reliability, cross-platform compatibility, on the go, technical support, etc.

            In the subsequent sections, we will examine the most recommended productivity software in the marketplace. In addition, we will look at what makes them tick and what separates them from the rest of the pack.

            Projects and Tasks Management

            1. Monday dot com

              Monday dot com was founded to create a team management solution so people connect to workplace processes across any industry. The productivity tool is used in more than 140 countries.

              The user interface is intuitive and impressive. It makes collaboration productive and fun because of its simplicity.

              The tool is deemed to have one of the best user experiences across the mobile and online project and task management platform.

              The product includes usability, customization, admin control, group management and control, private or public control, in-group messaging and more.

              Check out the software here!

              2. Asana

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                The mantra behind Asana’s product is to enable teams from across different organizations to work together effortlessly.

                The software comes with lots of customizations. When you create a project as a user, you can choose between a traditional task view and the kanban-style board view. The dashboard allows you to see the progress on a project, and it includes an excellent advanced set of search tools.

                Also, Asana’s Android and iOS apps do retain the web interface’s clean look and feel.

                Check out the software here!

                3. Trello

                  Trello was founded in the summer of 2010 and two years later the platform added 500,000 members. Anyone within sales, marketing, HR and operations can collaborate successfully with this product.

                  Moreover, the tool has over 100 plus integrations with Google Drive, Slack, Jira and others. The product works flawlessly across various platforms.

                  Some of the well-known features includes is speed, easy-to-use, and set up. The interface includes due dates, assignments, file storage, checklists and more.

                  Check out the software here!

                  4. Jira

                    The Jira software is flexible and heralded as the next-generation project.

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                    The software allows teams to design and adapt the software to an organization’s needs. This includes having visibility into long term goals, project roadmaps, status of work, real-time release information and more. In addition, the interface is customizable.

                    The Atlassian Cloud does not support multiple separate domains, subdomains or domain aliases in Google Apps.

                    Check out the software here!

                    5. Evernote Business

                      Evernote was founded in 2008 and reached 11 million users by 2011. The company was founded on the premise that their product should address the ever-increasing volume and speed of information.

                      The product helps bring together groups of teams because of versatility and functionality. It creates documents, collaboration on projects, store information all a single location.

                      Moreover, you can find information quickly and includes effective search capabilities and integrations with existing tools you may already use.

                      Check out the software here!

                      Communication

                      6. Slack

                        Slack was founded in 2013 and the tool is heralded as a collaboration hub. Slack is where productivity happens. When you start a new project, hire new staff, deploy a code, review a sales contract, finalize on a budget, Slack covers all of these. Some of the major highlights include highly customizable notifications and seamless integrations with other collaboration and office tools. The free version of the software comes loaded with features, but does not archive old message. So, you have to review what are the best options for your organization or business.

                        Check out the software here!

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                        7. Spike

                          Newcomer Spike makes emails more conversational by helping teams maintain productivity, communication, and collaboration. All of these are achieved from within their inbox.

                          Spike works on top of any existing email (O365, G suite, and IMAP) turning it into a real-time messenger and making your communication much more functional and efficient.

                          Spike’s features include built-in groups and channels, voice and video calls, email encryption, instant access to all your files, and much more.

                          Check out the software here!

                          Creation

                          8. Office 365

                            Microsoft’s Office 365 could not be excluded from the conversation and especially as it pertains to productivity software.

                            Of course we are all familiar with Word, Excel, PowerPoint, and Outlook. But there is more capabilities that come with it.

                            You have business-class email, online storage space, and teamwork solutions. These services can be accessed from just about anywhere.

                            Within this suite is Microsoft Sway, which is a presentation software and a step above PowerPoint.

                            Check out the software here!

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                            9. Grammarly

                              Grammarly helps to cut down time on editing. Professionals in several industries like law, healthcare, academia, marketing, engineering and journalism use it to provide instant feedback on the accuracy of writing in English.

                              Once you install the extension from Google Chrome, you can get corrections when you are drafting an email, using social media and other apps.

                              Grammarly is AI powered and it’s a wonderful tool to have to check spelling and grammar before a presentation.

                              Check out the software here!

                              Team Analytics

                              10. ActivTrak

                                ActivTrak is a business intelligence tool that allows you to access team behavior analytics. In other words, it is data-driven.

                                The pros include two-factor authentication with active directory integration. You can also automate your alerts and it has an intuitive interface with easy-to-use admin controls.

                                Furthermore, it comes with Google sign-in, iOS app, productivity track, and more. The bottomline is the product offers employee productivity metrics along with team behavior analytics.

                                Check out the software here!

                                The Bottom Line

                                Depending on the size, budget, resources, and immediate needs of your company, not all productivity software will exactly solve your problem. You will have to contact any of the providers above and probe extensively to find the right product that is made for your business.

                                More Productivity Tools

                                Featured photo credit: Domenico Loia via unsplash.com

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