What Is Salesforce Sales Engagement?
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:
- Simplified workflows with one integrated platform for all tasks.
- Easy engagement with prospects and customers across emails, calls, and more.
- Automation of follow-ups and scheduling, enabling meaningful relationship-building.
- A 23% improvement in overall performance.
The Benefits of Salesforce Sales Engagement for Your Business
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.
Our Success Stories
Equip your team with the tool to sell smarter, connect better, & achieve exceptional results!
Why RA is the Best Choice for Sales Engagement Implementation
RA is a trusted Salesforce partner with extensive expertise in Sales Engagement implementation. Our team includes 55 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 more than 250 projects, consistently helping businesses streamline processes and achieve measurable results.
Key Sales Engagement Features Overview
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:
- Cadences
Structured activity paths for consistent, scalable outreach.
- Work Queue
A prioritized, filterable list of tasks for efficient workflows.
- To-Do List
Centralized task management across records and cadences.
- Reporting and Analytics
Insights into outreach effectiveness and team performance.
Watch the video to see these features in action and start optimizing your sales processes today!
Sales Engagement Implementation
With RA Experts
Discovery
We collect data, analyze workflows, and identify weak points to identify how to make Sales Engagement most efficient for you.
Design
Our Salesforce developers customize UX/UI, fields, reports, and more, and offer custom development when standard options don’t meet your needs.
Implementation
We integrate Salesforce with your ERP or other systems using pre-built connectors or custom modules for smooth data flow.
Validation
We deploy Salesforce for testing (UAT, load, staging), adjust as necessary, and ensure it's fully ready for deployment.
Rollout
Our developers deploy Sales Engagement and migrate essential data from legacy CRM systems.
Support and Optimization
We train your teams on Salesforce features, offer post-implementation support, and provide ongoing maintenance for continuous improvement.
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.
Reviews
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FAQ: Salesforce Sales Engagement
What is the pricing for Salesforce Sales Engagement?
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.
What can sales reps accomplish with Salesforce Sales Engagement?
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.
Which editions offer Salesforce Sales Engagement?
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.
