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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.

            More by this author

            Abhay Jeet Mishra

            Writer at Lifehack & Enterested.com

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            Last Updated on February 15, 2019

            7 Tools to Help Keep Track of Goals and Habits Effectively

            7 Tools to Help Keep Track of Goals and Habits Effectively

            Now that 2011 is well underway and most people have fallen off the bandwagon when it comes to their New Year’s resolutions (myself included), it’s a good time to step back and take an honest look at our habits and the goals that we want to achieve.

            Something that I have learned over the past few years is that if you track something, be it your eating habits, exercise, writing time, work time, etc. you become aware of the reality of the situation. This is why most diet gurus tell you to track what you eat for a week so you have an awareness of the of how you really eat before you start your diet and exercise regimen.

            Tracking daily habits and progress towards goals is another way to see reality and create a way for you clearly review what you have accomplished over a set period of time. Tracking helps motivate you too; if I can make a change in my life and do it once a day for a period of time it makes me more apt to keep doing it.

            So, if you have some goals and habits in mind that need tracked, all you need is a tracking tool. Today we’ll look at 7 different tools to help you keep track of your habits and goals.

            Joe’s Goals

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              Joe’s Goals is a web-based tool that allows users to track their habits and goals in an easy to use interface. Users can add as many goals/habits as they want and also check multiple times per day for those “extra productive days”. Something that is unique about Joe’s Goals is the way that you can keep track of negative habits such as eating out, smoking, etc. This can help you visualize the good things that you are doing as well as the negative things that you are doing in your life.

              Joe’s Goals is free with a subscription version giving you no ads and the “latest version” for $12 a year.

              Daytum

                Daytum

                is an in depth way of counting things that you do during the day and then presenting them to you in many different reports and groups. With Daytum you can add several different items to different custom categories such as work, school, home, etc. to keep track of your habits in each focus area of your life.

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                Daytum is extremely in depth and there are a ton of settings for users to tweak. There is a free version that is pretty standard, but if you want more features and unlimited items and categories you’ll need Daytum Plus which is $4 a month.

                Excel or Numbers

                  If you are the spreadsheet number cruncher type and the thought of using someone else’s idea of how you should track your habits turns you off, then creating your own Excel/Numbers/Google spreadsheet is the way to go. Not only do you have pretty much limitless ways to view, enter, and manipulate your goal and habit data, but you have complete control over your stuff and can make it private.

                  What’s nice about spreadsheets is you can create reports and can customize your views in any way you see fit. Also, by using Dropbox, you can keep your tracker sheets anywhere you have a connection.

                  Evernote

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                    I must admit, I am an Evernote junky, mostly because this tool is so ubiquitous. There are several ways you can implement habit/goal tracking with Evernote. You won’t be able to get nifty reports and graphs and such, but you will be able to access your goal tracking anywhere your are, be it iPhone, Android, Mac, PC, or web. With Evernote you pretty much have no excuse for not entering your daily habit and goal information as it is available anywhere.

                    Evernote is free with a premium version available.

                    Access or Bento

                      If you like the idea of creating your own tracker via Excel or Numbers, you may be compelled to get even more creative with database tools like Access for Windows or Bento for Mac. These tools allow you to set up relational databases and even give you the option of setting up custom interfaces to interact with your data. Access is pretty powerful for personal database applications, and using it with other MS products, you can come up with some pretty awesome, in depth analysis and tracking of your habits and goals.

                      Bento is extremely powerful and user friendly. Also with Bento you can get the iPhone and iPad app to keep your data anywhere you go.

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                      You can check out Access and the Office Suite here and Bento here.

                      Analog Bonus: Pen and Paper

                      All these digital tools are pretty nifty and have all sorts of bells and whistles, but there are some people out there that still swear by a notebook and pen. Just like using spreadsheets or personal databases, pen and paper gives you ultimate freedom and control when it comes to your set up. It also doesn’t lock you into anyone else’s idea of just how you should track your habits.

                      Conclusion

                      I can’t necessarily recommend which tool is the best for tracking your personal habits and goals, as all of them have their quirks. What I can do however (yes, it’s a bit of a cop-out) is tell you that the tool to use is whatever works best for you. I personally keep track of my daily habits and personal goals with a combo Evernote for input and then a Google spreadsheet for long-term tracking.

                      What this all comes down to is not how or what tool you use, but finding what you are comfortable with and then getting busy with creating lasting habits and accomplishing short- and long-term goals.

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