Guide sellers with automation and AI.
Sales Engagement Intelligence
Unify all sales activities like emails, phone calls, social touches, and tasks into a single to-do list. Access and action every task from a single, central hub in the CRM. Create a single seller experience that tracks every prospect through the process.
Guide sellers with step-by-step instructions for how to prospect and bring best practices to the whole sales team. Include email, phone, and social touch sales tasks. Automate prospecting to keep leads moving. Provide reps with AI recommendations to further customize their own workflow.
Engage the right prospects with less effort, with AI recommendations on your next best action. Improve conversations with insights from emails and calls. Surface top leads automatically and focus on those most likely to convert.
Discover your next best customer with buying signal powered by Data Cloud. Calculate fit, intent, and engagement by unifying CRM and external data. Identify and prioritize high-value prospects with a complete view of web engagement, marketing campaigns, firmographic data, and more.
Access CRM data from everywhere you work.
Sales Cloud Everywhere
Speed up outreach with an inbox infused with data and automation. Improve customer follow up by tracking engagement. Keep up with top prospects more efficiently with email templates and instant notifications for follow-up tasks. Simplify meeting scheduling and allow customers to book time directly with sellers with calendar integrations and personalized scheduling links.
Access and update CRM from anywhere. Write emails, check off to-do lists, send calendar links, use email templates, and update records via Workspace — all without leaving the web.
Replace web-to-lead forms with AI-powered conversations. Connect buyers with relevant product information. Turn high-value web traffic into high-value leads with an automated meeting book connected directly to your CRM.
Get key sales engagement intel to close more deals — fast.
Conversation Insights (ECI)
Unblock deals with call insights. Analyze every call automatically for full visibility into competitors, objections, pricing, and questions asked. Use call snippets to surface key insights on individual opportunities. Uncover themes that impact team performance and take action with the right intel.
Eliminate notetaking with automated transcripts that capture every word. Prompt next steps based on questions, and generate action items from mentions. Deliver in-app notifications to drive rep follow-through and keep deals moving.
Create a playlist of successful calls so reps can replicate what works. Personalize coaching to every seller with recommendations and conversation highlights. Share feedback directly in the call being reviewed with contextual comments.
Complete your Sales Engagement platform with products from across Customer 360.
Sales AI
Sales Programs
Partner Relationship Management
Sales Engagement Pricing
Learn more about the different editions of Sales Cloud. Some editions already include Sales Engagement products, right out of the box. For the others, you can easily add the products you need.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
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Sales Engagement FAQs
Sales engagement refers to the process of interacting with potential customers throughout the sales cycle, from initial contact to closing the deal. It involves using various communication channels and sales tactics to build relationships with customers and help them achieve their business goals.
A sales engagement platform helps businesses optimize interactions between a sales team and customers or prospects. Features often include customer interaction tracking, communication personalization on an array of channels (e.g. email, social media, etc.), andsales task automation.
A sales engagement platform provides several benefits to businesses, including improving sales performance and velocity, empowering sales across every channel, automating away mundane tasks, and giving sellers the ability to focus on what matters to move deals forward, faster.
No. Sales engagement is for any rep who needs to connect with prospects and customers across multiple digital channels, including email, phone, and social.
At its core, aCRM is software where salespeople track the progression of deals through the sales pipeline. It incudes contact information for prospects and customers and, in many cases, reporting tools to track won and lost deals. A sales engagement platform focuses on optimization of customer communication specifically. Modern engagement tools often include automated workflows to improve prospecting efficiency and personalization tools to help sellers them create more effective messages acrosssales channels — whether that's email, LinkedIn, or video.