[Viral Now] 5 Sales Engagement Tools That A Sales Team Should Not Miss

When it comes to Sales Engagement, the major chunk lies in emails. Hence, the need for email tracking comes into existence. Email tracking ...


When it comes to Sales Engagement, the major chunk lies in emails. Hence, the need for email tracking comes into existence. Email tracking is a way of monitoring delivery of email to intended recipient. When one wants to know if a recipient has opened the email or not, email tracking comes into a need. Most of the email tracking technologies use digital time stamped record which gives the exact date and time when email was opened and  IP address / location of the recipient as well.

Moreover, these days email tracking is not enough to know prospects engagement. Hence, beyond email tracking tools there is the suite of tools available which gives a detailed behavioural analysis of prospect to a sales team. So that the sales team can take known and calculated decisions & can turn more prospects into customers.

This Suite of tools contains email tracking with  email scheduling, document tracking,  mail merge, click-to-calls & live meetings.

Collectively this suite of tools is called Sales Engagement Platform. Yesware a well-known email tracking tool has shifted its business towards sales engagement trying to solve a big pain of industry i.e Predicting which prospect is actually interested in the proposal & has more chances that it turns to a customer in near future.

There are number of tools available, which are worth mentioning when considering the sales engagement tools:

1. SalesHandy


This is web based data analytics and sales solution which helps you to track emails, share & track documents / attachments, engage with leads and centralist content management. This tool is best suited for medium and small sized businesses & individuals but also caters the need of large enterprise at the same time. With SalesHandy sales teams can work on building viable sales strategies with prospects behavioural insights and hence can ultimately work towards increasing sales.

SalesHandy comes with Gmail & Outlook extension. A user doesn’t have to dump here in there to send tracked email or schedule an email. Attachment tracking and CRM Integrations add the value to extensions.

Mail Merge functionality of SalesHandy is quite interesting, it allows a user to send up to 200 personalized emails at a time. If connected with Gmail, the emails will be sent from users own Gmail address. To make sure that emails land perfectly in an inbox and not in spam box to get the maximum opening and reply rate.

2. ClearSlide


This is web based sales engagement tool helps to increase sales team efficiency. The Live Pitch feature enables screen sharing and in one clicks presentations having high definition video can be shared in real time on screen. Email Pitch Feature lets you share sales content through personalised emails.

And it also sends an alert when email is viewed and has analytics to customised future conversations. With the mobile app, sales professionals can address to customer pain on the move. The other features include such as calendar, email, follow up and contacts for instant response.

3. Fileboard


Fileboard is kind of service that is applicable to sales engagements. It uses a cloud to give the common platform for tracking and collaborating how customers are reacting to presentation sent by a sales person. Fileboard does not allow editing slide content. Fileboard offers an easy way to rearrange and upload slides and sending them directly from the console.

Fileboard lets you target the prospects on daily basis for sending out presentations and emails and presentations, by knowing who has opened those presentations which help sales team to know who is interested. The uploaded files can be converted into data objects and saved as links thus making it easy to track. It supports screen sharing and integration with Dropbox and Box so presentations may be updated automatically.

4. LiveHive


This allows marketers and sales representatives to track emails send through email tools, group emails and Outlook. They will get information on email whether it is opened, clicked, forwarded and attachment downloaded or not.

It also shows how long recipient took looking at each page of the attachment which really helps marketers and representatives to focus exactly where so as to engage prospects and interests of theirs. Another feature includes LiveClip, which gathers prospect email addresses from third party website directly in the tool.

5. Yesware


Yesware is an extension available for Outlook and Gmail. One can see who has opened emails and when, whether from mobile or desktop and can obtain IP address too. Emails can be scheduled to be sent at the later time, and one can choose which emails needs to be tracked.

Yesware also has the feature which lets to identify most interested clients and when to send timely follow up which can even be scheduled as soon as they have seen the original email. In general, it’s a great tracking service that comes with extremely affordable variety of pricing plans.


There are a number of reasons to use these Sales engagement services, in spite of which industry or job position you are in. Moreover, there are a number of services available though my personal favourite is SaleHandy as it’s not only a price competitive solution but it comes very handy when it comes to user-friendliness and simplicity.

The post 5 Sales Engagement Tools That A Sales Team Should Not Miss appeared first on Lifehack.

Source: Lifehack.org


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