How To Find The Perfect Sales Engagement Platform: A Comprehensive Guide - Rest Nova Site

How To Find The Perfect Sales Engagement Platform: A Comprehensive Guide

How To Find The Perfect Sales Engagement Platform: A Comprehensive Guide


Sales teams are constantly under pressure to achieve their quotas and grow their businesses. They need the right tools and resources at their disposal to do this. A good sales engagement platform is one of the essential tools that any sales team can have. Such a platform can help sales reps connect with potential customers, build relationships, and close more deals quicker.

The global sales force automation software market was valued at $7.29 billion in 2019. It shows the importance that businesses are placing on sales engagement platforms and the potential that these platforms have to help businesses grow.

This comprehensive guide will teach you to find the perfect sales engagement platform like Outplay for your business.

  1. Ease Of Use

The primary function of a sales engagement platform is to make it easy for sales reps to connect with leads and customers. The best platforms minimize the time needed to learn how to use them and get up and running quickly.

When evaluating a sales engagement platform, you should consider how easy it is to use. It should be intuitive and require minimal training to get started. The platform should also offer robust support if you run into any problems.

  1. Customizable Interface

The user interface is the most critical aspect of any software. It is what the user interacts with to get their work done. A good sales engagement platform will be customizable so that you can tailor the interface to your specific needs and preferences.

Customizing the interface is especially important for sales teams with particular workflow requirements. A good sales engagement platform will offer various customization options to ensure that your team can use the software best for them.

Some things to look for in a customizable interface include:

-The ability to rearrange tabs and modules

-Check if you can create custom fields

-Look for drag-and-drop features

-Find out if you can customize email templates

  1. Range Of Features

Some of the top features of a sales engagement platform include automatic lead capture, contact management, email automation, and activity tracking. However, the best sales engagement platforms will also offer your industry a range of specific features.

For example, if you’re in the real estate industry, you might want a sales engagement platform that includes property listings and transaction management features.

On the other hand, if you’re in the e-commerce industry, you might want a sales engagement platform with built-in shopping carts and order management features.

  1. Integration With Other Software

The system should easily integrate with existing software such as your CRM, email platform, etc. It will make it easier for sales reps to manage their workflow and avoid switching between different tools.

It should also have an API that allows you to customize the system to fit your specific needs.

  1. Availability Of Support

Customer and technical support are essential factors to consider when choosing a sales engagement platform. You want to be able to get help when you need it, so make sure that the company you’re considering has good customer support.

Technical support is critical if you’re not familiar with the platform. It includes the following:

– A knowledge base: This is a collection of articles, tutorials, and FAQs that you can use to learn about the platform and troubleshoot problems.

– A community forum: This is a place where users can ask questions and get help from other users.

– A support team: This is a team of experts who can help you with technical issues.

  1. Price And Affordability

The total price and the affordability of the platform are two factors that you should not overlook. Make sure to try and get an affordable platform for your business. Many free options are available, but they may not have all the features you need.

The final cost will include:

  • The monthly subscription price
  • The number of users you need to pay for
  • Any add-ons or extras
  • Training and support costs
  • Implementation fees

Don’t forget to factor in these additional costs when making your decision.

  1. Ability To Track Performance

Tracking your performance is key to understanding whether or not your sales engagement platform is working. Make sure that the platform you choose offers comprehensive reporting and analytics so that you can see how your team is performing.

For instance, software like Outplay will allow you to see how many calls or emails were made through the system, how long each call lasted, whether or not it was answered, and what kind of response was received.

This data is invaluable in understanding what’s working and what isn’t so that you can make changes to your strategy.

Final Thoughts

When looking for a sales engagement platform, it’s essential to keep your specific needs and goals in mind. There is no one-size-fits-all solution, so you’ll need to find the platform that works best for you and your team. By taking enough time to research and compare your options, you’ll be sure to find the perfect platform for your needs.