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Sales Engagement Applications (Transitioning to Revenue Action Orchestration)

Sales Engagement Applications (Transitioning to Revenue Action Orchestration) Reviews and Ratings

What are Sales Engagement Applications?

Sales engagement applications (SEAs) streamline how sellers execute sales activities and deal workflows at scale. They optimize seller productivity by combining three key capabilities into a single interface: multichannel engagement (e.g., email, voice, SMS, video, social media), outbound workflow execution and time-saving AI/automation. Sellers rely on SEAs to streamline guidance into whom to engage and when, and what messaging to use, while capturing sales activities back into sales force automation (SFA) platforms.

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Clari

By Clari

4.3
(309 Ratings)

Clari’s Enterprise Revenue Orchestration platform delivers Revenue Context to Run Revenue – running AI and agents at enterprise scale. 

The Clari Revenue Orchestration Platform leverages all structured and unstructured data from every human- and machine-generated revenue interaction into a single, time-series data model, managing over $5 trillion in revenue for global enterprises.

Thousands of sales, marketing, and customer success teams at leading companies use Clari’s insights to improve win rates, prevent slipped deals, forecast with accuracy, and boost the productivity of all revenue-critical employees.

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Salesloft

By Salesloft

4.4
(284 Ratings)
customers choice 2024

Salesloft is a software designed to streamline sales engagement processes for teams by providing tools to facilitate communication, tracking, and workflow management. The software helps users manage customer interactions through automated email sequencing, phone dialing, and social engagement features, enabling consistency and efficiency in outreach efforts. It offers analytics and reporting capabilities that allow businesses to assess the effectiveness of sales activities and strategies. Salesloft integrates with various customer relationship management platforms, supporting the synchronization of contact and activity data. The software aims to address challenges in sales productivity and visibility, supporting users to organize, automate, and analyze engagement tasks for improved forecasting and alignment with business objectives.

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Outreach Sales Execution Platform

By Outreach

4.5
(184 Ratings)

Outreach Sales Execution Platform is a software designed to assist sales teams in managing and optimizing their sales processes. The software provides tools for activity tracking, pipeline management, and workflow automation. It enables sales representatives to organize communications, schedule meetings, and monitor engagement with prospects and customers. The platform offers analytics and reporting features to help identify areas for improvement and track performance metrics. By centralizing communication and automating repetitive tasks, the software aims to improve efficiency in sales operations and support decision making through data-driven insights. The software addresses challenges related to manual sales processes, fragmented communication, and limited visibility into sales performance.

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ZoomInfo Sales

By ZoomInfo

4.2
(104 Ratings)

ZoomInfo Sales is a software designed to support sales teams by providing access to a comprehensive database of business contacts and company information. The software enables users to identify, connect, and engage with potential prospects using enriched organizational profiles, direct dials, and email addresses. It offers tools for lead generation, pipeline management, and market segmentation, allowing sales professionals to target the right audiences efficiently. By integrating with various customer relationship management platforms, ZoomInfo Sales streamlines the sales workflow and aims to optimize outreach strategies. The software addresses the business challenge of finding accurate contact information and decision-makers efficiently, helping organizations improve lead qualification and accelerate sales processes.

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HubSpot Sales Hub

By HubSpot

4.4
(97 Ratings)

HubSpot Sales Hub is a software designed to streamline and manage sales processes for businesses. It offers features including contact and lead management, email tracking, pipeline management, reporting, and task automation. The software provides tools for scheduling meetings, logging sales activities, and tracking deals at various stages. HubSpot Sales Hub integrates with customer relationship management systems to centralize data and automate routine sales tasks, supporting improved productivity and organization for sales teams. The software addresses the business problem of fragmented sales workflows by consolidating information, facilitating collaboration, and providing insights that help identify opportunities and forecast revenue.

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Salesforce Sales Engagement

By Salesforce

4.3
(48 Ratings)

Salesforce Sales Engagement is a software designed to streamline and automate sales processes by providing tools for managing communications, tracking interactions, and coordinating sales activities. The software integrates with customer relationship management systems to offer features such as automated email sequencing, call logging, activity tracking, and analytics that allow sales teams to monitor progress and optimize outreach strategies. By centralizing sales engagement tasks in one platform, the software aims to enhance operational efficiency, improve collaboration among sales representatives, and address challenges related to inconsistent follow-ups and inefficient workflows.

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Microsoft Dynamics 365 Sales

By Microsoft

4.2
(42 Ratings)

Microsoft Dynamics 365 Sales is a software designed to support sales organizations in managing customer relationships, streamlining sales processes, and increasing productivity. The software provides tools for tracking leads, opportunities, and accounts, facilitating collaboration among team members, and automating routine tasks. Users can access analytics and reporting features to gain insights into sales performance and pipeline management. Integration with other business applications enables teams to unify data and workflows across different departments. By offering customizable solutions for sales forecasting and activity tracking, the software aims to address challenges related to sales engagement, data management, and revenue growth.

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Revenue.io

By Revenue.io

4.6
(29 Ratings)

Revenue.io is a software designed to enhance sales engagement and productivity through tools that facilitate inbound and outbound communications. The software offers features such as real-time conversation guidance, automated call logging, and performance analytics. It integrates with customer relationship management platforms to deliver context-driven insights during sales calls and meetings. Revenue.io streamlines workflows by enabling voice, SMS, and email communications directly within sales teams existing platforms. The software aims to resolve business challenges related to sales efficiency, coaching, and data-driven decision-making by providing actionable intelligence and automating repetitive tasks.

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Upscale

By Upscale

4.5
(20 Ratings)

Upscale is a software designed to assist business development and sales teams in managing and automating outreach activities. The software supports multi-channel engagement by integrating email, phone calls, LinkedIn, and other communication platforms to help sales professionals streamline prospecting and follow-up tasks. Features include workflow automation, personalized messaging at scale, analytics and reporting on outreach effectiveness, and lead management tools. Upscale seeks to address challenges in maintaining consistent communication with prospects, improving conversion rates, and optimizing sales processes by providing a unified interface and automation capabilities for outbound sales activities.

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Apollo Platform

By Apollo

4
(6 Ratings)

Apollo Platform is a software that supports sales and marketing teams by providing tools for lead generation, engagement, and workflow automation. The software enables users to search and filter business contacts and companies, manage outreach campaigns, and analyze data for improved prospecting efficiency. It integrates with customer relationship management systems and email platforms to streamline the process of identifying, connecting, and communicating with potential clients. By automating routine tasks and centralizing contact information, the software assists businesses in optimizing their sales pipelines and enhances the efficiency of managing customer interactions.

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Outplay

By Outplay

4.2
(6 Ratings)

Outplay is a software designed to support sales engagement and automation for teams seeking to manage multichannel outreach and workflows. The software helps users organize communications via email, phone calls, social media, and SMS through a unified platform. It offers features such as task management, email tracking, calendar integration, analytics, and reporting to enable teams to monitor activities and improve prospecting efficiency. Outplay facilitates lead management by automating repetitive tasks and enabling personalization at scale, which addresses common business problems related to managing sales pipelines and increasing response rates. The software aims to streamline communications and help teams track interactions while allowing integration with various customer relationship management platforms.

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Reply.io

By Reply.io

3
(6 Ratings)

Reply.io is a software designed to automate and optimize sales engagement processes for businesses. The software offers multi-channel outreach including email, calls, SMS, LinkedIn, and WhatsApp, aiming to assist users in scaling and personalizing communication with prospects. It features workflow automation, contact management, reporting and analytics, task scheduling, and integrations with customer relationship management platforms. The software addresses the business problem of managing and tracking outreach campaigns by streamlining communication, improving follow-up efficiency, and enhancing productivity for sales teams.

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Vymo

By Vymo

5
(6 Ratings)

Vymo is a software designed to assist sales teams and managers in financial services organizations by automating activity capture and providing insights into sales processes. The software leverages artificial intelligence to analyze user activities and suggest next best actions that can improve productivity and streamline client engagement. Vymo integrates with existing enterprise systems to aggregate data, enabling organizations to monitor, benchmark, and optimize sales performance. The software aims to address challenges such as manual data entry, inefficiencies in sales workflows, and limited visibility into field activities, ultimately facilitating more informed decision-making and operational effectiveness.

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Conquer Cadence

By Conquer

4.4
(4 Ratings)

Conquer Cadence is a software designed to streamline and automate sales and customer engagement workflows within enterprise environments. The software integrates with customer relationship management platforms to facilitate efficient multi-channel communication, enabling users to manage phone calls, emails, and other outreach activities from a unified interface. Conquer Cadence offers features that include scheduled touchpoints, customizable sequences, and tracking of customer interactions, supporting teams in organizing and executing sales processes. The software addresses challenges related to manual outreach, inconsistent follow-up, and limited visibility into engagement performance, helping organizations improve productivity and standardize customer engagement strategies across sales teams.

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VanillaSoft

By VanillaSoft

5
(4 Ratings)

VanillaSoft is a sales engagement software designed to streamline and automate the workflow of sales teams. The software offers features such as lead management, queue-based routing, integrated dialing, email and SMS capabilities, and real-time reporting. VanillaSoft enables users to prioritize leads, track interactions, and manage customer communications in a centralized platform. The software addresses business challenges related to inefficient lead handling, missed follow-up opportunities, and a lack of actionable insights by providing tools to enhance productivity, maintain compliance, and improve engagement with prospects. VanillaSoft is used by organizations that require efficient processes for inside sales, fundraising, and appointment setting.

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Koncert Platform

By Koncert

2.7
(2 Ratings)

Koncert Platform is a software designed to streamline and automate outbound sales processes for businesses. It offers features such as multi-channel engagement, including voice, email, and social outreach, allowing sales teams to increase productivity and manage contacts efficiently. The software provides analytics and reporting tools to track activity and outcome, helping users measure performance across campaigns. It includes integrations with customer relationship management systems to facilitate workflow and data synchronization. Koncert Platform aims to address the challenge of manual and repetitive tasks in sales operations by delivering automation and scalability, thereby enabling sales teams to focus on value-added interactions and improve overall engagement with prospects.

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CIENCE GO Engage

By CIENCE

4
(1 Rating)

CIENCE GO Engage is a software that supports businesses in managing and automating outbound engagement campaigns across multiple channels. The software offers features such as account and contact targeting, messaging workflows, task automation, analytics, and reporting to streamline the process of connecting with potential prospects. It provides tools for building and managing outreach sequences, enabling users to monitor engagement and response data. The software is designed to address the challenge of executing consistent and scalable prospect outreach, aiming to improve sales development efficiency and prospect engagement by providing a centralized platform for outbound communication management.

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LeadLoft

By LeadLoft

4
(1 Rating)

LeadLoft is a software designed to assist sales teams and professionals in optimizing their lead generation and outreach processes. The software provides tools for identifying potential business contacts, managing prospect lists, and automating sequences for communication. Users can track interactions, access verified contact information, and monitor campaign performance through centralized dashboards. LeadLoft enables integration with various customer relationship management systems to streamline data management. The software aims to address challenges associated with manual prospecting and repetitive outreach tasks, offering features that reduce time spent on lead research and increase efficiency in connecting with potential customers.

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Salesmate

By Rapidops

5
(1 Rating)

Salesmate is a customer relationship management software designed to help businesses manage sales processes, track deals, and automate tasks. The software offers features such as contact management, pipeline tracking, communication management, workflow automation, and reporting. It supports integration with various third-party applications and provides tools for managing email campaigns, scheduling appointments, and monitoring team performance. Salesmate addresses business challenges related to organizing customer interactions, improving sales efficiency, and enhancing visibility into sales operations. The software aims to streamline sales cycles and enable businesses to make data-driven decisions for growth and productivity.

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Dista Sales

By Dista

Dista Sales is an AI/ML-powered field sales management software with location intelligence at its core. It empowers field sales reps with a dedicated mobile app for seamless sales engagement. The app generates intelligent sales beat plans to reach more customers in a day.

With features like SmartPitch, Dista Sales equips reps with the right resources and collaterals to boost customer engagement and amplify sales outcomes. The field sales software sends intelligent contextual nudges to the reps, recommending the next best action. Sales reps can facilitate effective communication with managers and customers via one-tap calling from the mobile app.

Dista Sales allows outside sales teams to streamline administrative tasks like attendance and expense management. They can monitor the performance of their peers with a leaderboard.

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Features of Sales Engagement Applications (Transitioning to Revenue Action Orchestration)

Updated August 2024

Mandatory Features:

  • AI-guided selling — Provides sellers with a consolidated list of tasks based on AI analysis of buyer interactions and other deal signals. Drives seller effectiveness and efficiency by delivering feedback on deal-related efforts and prescriptive guidance on what actions to take next

  • Cadence management — Enables an organization to curate a library of sales cadences, manage accessibility and permissions for content, and measure attribution and performance

  • Prospect intelligence — Supports prospecting with lead data enrichment, AI lead scoring and prescriptive nurturing guidance

  • Sales skills coaching — Provides an interface for seller evaluation and coaching based on metrics, engagement effectiveness, activity insights and sales outcomes

  • Multichannel buyer engagement — Enables sellers to interact with prospects and customers across various communication channels from a single interface

  • Sales workflow execution — Provides a connected end-to-end workflow for sellers to complete daily sales tasks and is configurable for different sales roles

  • Programmable sales automation — Provides extensive automation capabilities, allowing admins to set criteria for automatic actions with editable rules

  • Activity intelligence — Detects buyer interactions in other systems (e.g., email, calendars, web meeting platforms and team collaboration tools) and turns this information into insight for the seller and manager

Peer Lessons Learned for Sales Engagement Applications (Transitioning to Revenue Action Orchestration)

Published January 2025

These lessons focuses on the responses to the questions: “If you could start over, what would your organization do differently?” and “What one piece of advice would you give other prospective customers?”

Peer Lessons Learned for Sales Engagement Applications (Transitioning to Revenue Action Orchestration)Lessons learned by your peers shared on Gartner Peer Insights for Sales Engagement Applications (Transitioning to Revenue Action Orchestration)Peer Lessons Learned for Sales Engagement Applications(Transitioning to Revenue Action Orchestration)Lesson 1LESSON1Define Your Sales Needs and ObtainStakeholder Buy-In to Prepare for SEA SuccessLesson 2LESSON2Run Trials to Evaluate SEA Vendors; Test TheirCapabilities to Choose the Best FitLesson 3LESSON3Implement Change Management, Create a COEand Provide Comprehensive SEA TrainingLesson 4LESSON4Streamline SEA Setup by Unifying Workflows,Cleaning Data and Mapping ProcessesLesson 5LESSON5Strategize SEA Implementation With Third-PartyConsultants and In-House Expertsn = 209Source: Reviews (209) submitted to Gartner Peer InsightsID: 6071463Gartner ®
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Gartner Research

Magic Quadrant for Sales Engagement Applications (Transitioning to Revenue Action Orchestration)Critical Capabilities for Sales Engagement Applications (Transitioning to Revenue Action Orchestration)
Gartner Peer Insights 'Voice of the Customer': Sales Engagement Applications (Transitioning to Revenue Action Orchestration)

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