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Improving Your Customer’s Experience with Sales Engagement Software

4 min read
Updated Aug. 25, 2021
Published Feb. 14, 2018

Today’s sales stacks are composed of a wide array of powerful tools. From CRM to video, call, and direct mail, it’s likely your team is leveraging these tools and more. Hypothetically, you’d think that as you add tools, you also add productivity.

But think about what goes hand in hand with every new tool? Login credentials. Support issues. Install scripts and implementation time. Then there’s budget. Not to mention data storage and sync between tools. This means that you can have a robust sales stack that is incredibly inefficient. The tools are powerful alone, but they’re compartmentalized, and that unmanageability manifests itself in a poor customer experience.

That’s why sales engagement stepped in to create one platform for every sales professional’s daily activities. Your tech stack is combined one easy-to-use and customizable platform. Elaine Saso joined us to discuss some of the pros of having one platform for all of your daily activities. Let’s take a look:



Elaine Saso here. Today, I’d like to talk to you about a few ways that you can provide a more efficient sales process to your customers throughout the sales cycle. In an age where technology is everywhere, it’s easy to find disjointed tools in a huge tech stack. While you might think this tech stack makes things easier, having too many tools can make it difficult to manage. This manifests itself into a slow, unprofessional sales process that allows prospects to slip through the cracks. Let’s look at two ways that having a unified sales engagement platform can help.

As a busy sales rep, you’re often communicating with your prospects as much from your computer as you are from your phone. For email, it’s easy regardless of whether it’s on mobile or your desktop, but for phone, it can be a little bit trickier. Mobile and desktop can be disjointed and incompatible, making it difficult to see who’s calling and to log a call, especially if it’s a return call. That’s where Salesloft helps. It lets you see who’s calling from anywhere, giving you the confidence and time to mentally prepare for both prospects and customers. It also cuts down on manual time, as it logs calls back into Salesforce. This makes everything faster, from prioritizing conversations to not having to worry about admin tasks. A second great tool built into the best sales engagement platform is calendaring.

While it may sound simple, there’s so much variance in calendar apps that it can be hard to keep up. You have to decide on meeting times, make sure that the software is compatible, and remember to manually send an invite after a meeting is scheduled. With Salesloft, you can simply insert a meeting link directly into a follow-up email. From there, you can personalize as much or as little of the email as you want. Your prospect will then receive that email and be able to choose the meeting time that works best for them, cutting down on all of the back and forth. The icing on the cake is that you can create automation rules that automatically take action when a meeting is scheduled. For example, that rule may remove the prospect from the current cadence that they’re on as soon as a meeting is scheduled. All these actions save time and make a potential customer’s experience smooth and professional. Thanks so much for watching. Hope you’ve learned a few tips on how to use sales engagement platform for a better prospect and customer experience. Feel free to drop any questions or comments below. Thanks again, and have a great day. 

Want to learn more tips like this one? Want to learn more from our customers and industry leaders? Join us in Atlanta from March 11-13, 2019 for Rainmaker 2019!

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