Salesforce Sales Engagement (previously known as Salesforce High Velocity Sales) is a game-changing platform built into Salesforce CRM, designed to help sales teams connect with prospects and customers more effectively. By centralizing all interactions, automating tasks, and providing real-time insights, it streamlines workflows and optimizes every step of the sales process.
Why do businesses choose Salesforce Sales Engagement?
The answer lies in the benefits it delivers:
Our experienced Salesforce consultants inspect your existing solutions, review your current sales workflows and documentation. It allows to pinpoint inefficiencies and highlight opportunities for improvement, leveraging Salesforce Sales Engagement features to drive success.
Based on your requirements, our team helps you select additional Salesforce products to complement Sales Engagement. We conduct interviews, analyze your needs, and recommend the perfect solution and Salesforce edition to match your business goals.
Our team offers full-service implementation of Salesforce Sales Engagement, including account configuration, user setup, and process enablement.
Ensuring Salesforce Sales Engagement works flawlessly with your existing Salesforce CRM and other third-party systems, our certified Salesforce developers create a cohesive tech ecosystem.
Based on your needs, we offer tailored dashboards, layouts, and navigation to match your team’s specific requirements and improve usability.
Our experts customize Salesforce settings and functionalities to suit your unique needs.
We fine-tune your Salesforce environment to ensure maximum performance and seamless operation.
Our certified developers can work out custom solutions to your existing Salesforce CRM.
Our specialists successfully use MuleSoft to connect Sales Engagement with non-Salesforce systems for reliable data exchange.
The expertise of our specialists allows us to utilize pre-built apps from Salesforce AppExchange to expand the platform’s functionality and simplify integration efforts.
Our developers can provide secure and efficient transfer of leads, prospects, contracts, and other sales data to Salesforce Sales Engagement from the system you used before.
We maintain the accuracy and consistency of your data throughout the migration process, ensuring no information is lost or duplicated.
The RA team provides regular maintenance and updates to keep your system running smoothly.
We offer hands-on training for your sales teams to help them adopt the platform effectively and fully utilize its features.
Our developers assist in resolving any technical challenges, ensuring uninterrupted operations.
Reduce time spent on repetitive tasks like lead qualification and data input. Einstein Activity Capture automates administrative tasks, freeing reps to focus on deals and helping identify activities that drive customer commitment.
Centralize emails, calls, social touches, and tasks in a single to-do list. With Salesforce Sales Engagement, reps access and manage every activity from a unified hub, creating an efficient selling experience and ensuring no prospect falls through the cracks.
Make use of prebuilt cadences for common sales scenarios to build your pipeline faster. Benefit from the Sales Prospecting Bot template with preconfigured flows and intent data to ease reps’ workloads and streamline operations.
Gain insights into the performance of your sales campaigns with Sales Engagement Analytics. Pre-made dashboards and reports measure data from cadences, while instant statistics can be tracked and embedded directly into CRM pages.
Utilize AI-powered tools to analyze customer interactions, from emails to tone of voice during meetings. Receive powerful recommendations for messaging that address client pain points, ensuring each communication resonates effectively.
RA is a trusted Salesforce partner with extensive expertise in Sales Engagement implementation. Our team includes 27 certified Salesforce experts, and this number continues to grow monthly. Most of our professionals hold multiple Salesforce certifications, showcasing their proficiency in Salesforce solutions implementations.
Over the past five years, we have successfully delivered 293 projects, consistently helping businesses streamline processes and achieve measurable results.
We had received many awards in the past years,
one of them beeing the Clutch's Top 1000 Consulting Firms
Dive into this comprehensive video to discover how Salesforce Sales Engagement can transform your sales processes. Learn how to streamline tasks, enhance productivity, and create meaningful customer relationships using cutting-edge tools.
See the key features:
Structured activity paths for consistent, scalable outreach.
A prioritized, filterable list of tasks for efficient workflows.
Centralized task management across records and cadences.
Insights into outreach effectiveness and team performance.
Watch the video to see these features in action and start optimizing your sales processes today!
With RA Experts
We collect data, analyze workflows, and identify weak points to identify how to make Sales Engagement most efficient for you.
Our Salesforce developers customize UX/UI, fields, reports, and more, and offer custom development when standard options don’t meet your needs.
We integrate Salesforce with your ERP or other systems using pre-built connectors or custom modules for smooth data flow.
We deploy Salesforce for testing (UAT, load, staging), adjust as necessary, and ensure it's fully ready for deployment.
Our developers deploy Sales Engagement and migrate essential data from legacy CRM systems.
We train your teams on Salesforce features, offer post-implementation support, and provide ongoing maintenance for continuous improvement.
Routine Automation helped us to go from a basic setup with products and pricebooks to a just released new solution called Revenue Cloud Advanced by Salesforce.
We had a very positive experience working with Routine Automation. The team delivered all agreed deliverables on time and without any defects. Throughout the project, they not only executed as expected but also provided valuable best-practice recommendations that clearly demonstrated their expertise.
They have excellent communication skills and are always well-organized.
Routine Automation’s work exceeded the client’s expectations, and the solutions they delivered were truly useful for the client. The team’s great skills and expertise were remarkable, and they managed the engagement effectively. Moreover, they were responsive and completed every task on time.
Routine Automation has been working with us about a year now. Projects they have been doing are development of three Experience Cloud sites for our customers and small development on Sales and Service cloud.
Driven by what was best for us, not what would bring them the most revenue
They're true consultants that listen to requirements and provide productive feedback.
Straight forward and easy to work with, they have a team of highly skilled and competent professionals. Worked on a complex ERP and distribution project for us and delivered great results in a demanding time frame. Will definitely work with them again.
Thanks to Routine Automation's work, the client's ROI is great — they've saved the team more than $112,000 this year. Their excellent communication and adaptability to the client's processes have been key to the project's success.
The developer is the best we’ve had.Routine Automation delivers high-quality work quickly. Their organized approach complemented their professional management style.
The project management was professional and followed the Agile methodology.
Routine Automation has adequately delivered the project to the client's expectations. The vendor ensures effective communication, daily calling and updating the client. The service provider's helpful attitude, responsiveness, and enthusiasm are hallmarks of their work.
If you still have questions, please open one of them. We’ve got answers:
Salesforce Sales Engagement starts at $50 per user per month (billed annually). This includes all features, with a limit of 500,000 active cadence targets per org.
Sales reps can enhance efficiency by automating tasks, managing follow-ups, creating tailored interactions, organizing outreach with cadences, monitoring engagement metrics, and refining sales strategies for improved results.
Sales Engagement is available in Lightning Experience with Sales Cloud for Performance, Einstein 1, and Unlimited Editions. It can be purchased as an add-on for Professional and Enterprise Editions, as well as for Service Cloud and Lightning Platform at an additional cost.
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