Sales reps are expected to keep track of their activities (both previous activities and future tasks). Fortunately, Sales Engagement Platforms (SEPs) such as Outreach, SalesLoft, VanillaSoft, Xant, Yesware, and ConnectLeader do most of this automatically. As touches are completed, they are automatically logged to the SEP and synced with the CRM. The SEP also tracks outcomes (call answered, voicemail drop, email view, email click-through, etc.), records and analyzes calls, and offers recommendations (best practices, next best actions).
This is a fairly new category of software which is mostly used in technology sales but beginning to extend into other B2B categories. Initial functionality focused on Sales Development Reps (SDRs) but richer functionality is being added which assists all sales positions.
These platforms set up cadences / sequences of planned activities that include email, phone, social, text, inbound, etc. Throughout the day, the system recommends the next best action. Because much of the work is scheduled by cadences, reps do not need to record most follow up tasks. Cadences include A/B tested email templates, scripts, and schedules so reps can be confident that they are employing a tested strategy. Email personalization is encouraged to improve click through rates and convey authenticity.
Other features of these platforms include
- Automated meeting setup
- Inbound call and chat support
- The insertion of short personal videos from vendors such as Vidyard, Drift, Hippo Video, Videolicious, etc.
- Recording, Transcription, and Analysis of calls and video meetings. Key moments are indexed for review (e.g. Next Steps, Pricing, Competitors, Feature Analysis, Talk Length and Ratios, Junk Words, etc.) and coaching. Call snippets may be forward to managers for questions (How should I handle this situation next time? Can we support this request?). They can also be forwarded to customer support (what is the status on this problem? Could you open a ticket?) and customer success (Is this feature supported?). Some vendors even support video libraries for training and coaching purposes.
- LinkedIn Sales Navigator (SNAP) integrations
- Cadence Pause (e.g. out of office) and Stop (e.g. Meeting set)
- A/B testing and analytics for Sales and Marketing Operations
- Opt-out tracking in general (do not contact) and specific (do not contact via text or phone, but email is OK).
If you are interested in evaluating SEPs, I wrote an overview that discusses the value proposition, key features, and questions to ask vendors.