To personalize or to scale.
This was a dilemma sales outreach faced everyday.
To personalize every email meant investing a ton of time. And accepting that you could only engage a handful of prospects per day.
To scale meant ramping up activity volume. It also meant blasting the same irrelevant messages across every prospect, tiring reps and prospects alike.
Until Sales Engagement Platforms walked in and said “ Why not do both?”
The very essence of sales engagement tools is to resolve these conflicting needs: Reach out to a high volume of prospects everyday, yet sound personalized and human.
But which tool offers you the deepest personalization? A quick glance at G2, and you’re strongly reminded of peas in a pod.
Don’t worry- we’ve done the legwork for you.
We’ve broken Sales Engagement Tools down into 3 groups based on the personalization punch they pack into your sales conversations.
- Sales Engagement Tools with Hyper-Personalization
- Sales Engagement Tools with Advanced Personalization
- Sales Engagement Tools with Simple Personalization
With that said, let’s dive into our breakdown of 31 Sales Engagement Tools.
Table of Contents
- Sales Engagement Tools with Hyper-Personalization
- Sales Engagement Tools with Advanced Personalization
- Sales Engagement Tools with Simple Personalization
- Seven other factors to consider when buying any Sales Engagement Tool
Sales Engagement Tools with Hyper-Personalization
Klenty is a Sales Engagement Platform that helps your sales team book more meetings by executing a relevant strategy for every stage of buying intent.
Klenty helps your sales team detect intent signals, segment prospects based on intent and perform the right activities for every prospect.
With Klenty, you can move prospects between cadences based on the Intent Signals they send. For instance, a high-intent prospect would automatically slide into a personalized cadence while automated touches build intent in prospects who don’t heavily engage.
As prospects develop email fatigue, personalization becomes more critical than ever. Dynamically customize the content of every email in real-time based on time, day, persona and other prospect data using Klenty’s Liquid Templates.
Add Personalized Images and Videos to your emails, make them fun and more memorable, and drive higher engagement rates.
Betting your sales targets solely on emails is risky. Klenty makes you a true multi-channel champion by letting you add Calls, LinkedIn Tasks and Text Messages to your sales cadences.
Execute batches of calls together with Klenty’s powerful Sales Dialer. Build trust by accessing local numbers and sync call reports back into your CRM.
Put your LinkedIn tasks in a state of flow with Klenty’s LinkedIn plugin. Accelerate sending Connect Requests, InMails, Messages and Profile Views in 1-click. Sync LinkedIn conversations into your CRM so you have the history of communications in one place.
Send texts one after the other easily. Blitz through approving all the texts that need to be sent.
Find all prospect communication across all these channels collated in one place under Klenty’s Multi-channel Inbox.
Klenty also integrates deeply with your favourite CRMs – be it Salesforce, Pipedrive, Zoho, or Hubspot.
This means you can auto-import contacts, sync email data, calls, and LinkedIn reports, and seamlessly move prospects through pipeline stages using Automation Triggers.
With all this manual work out of the way, become much more productive and save 10+ hours every day.
Klenty recognizes how important deliverability is and provides a bunch of features to boost your deliverability rates.
Send emails from your own server, track engagement with custom links, throttle email volume and set out emails at random intervals for human-like sending.
Klenty also provides Email Validation and Email Warm-up to boost your sender reputation.
Klenty follows a 3-tier pricing plan, starting at an affordable $35/user/month. You also get a 14-day, self-serve free trial, so you can try it before you buy.
Salesloft is a Sales Engagement Platform that helps you exceed your buyer expectations and crush revenue targets.
Salesloft offers deep personalization features such as
- The ability to personalize cadences based on persona/industry
- Video personalization with a Vidyard Integration
- Personalized snippets, which allow you to tailor team cadences
- A Personalization Score to evaluate how much customization has gone into your emails
Salesloft has a native integration with Salesforce CRM, which means your productivity suffers if your sales team is on any other CRM.
3. Xant Playbooks
Xant is a Sales Engagement Platform that helps your sales team get more of the right work done, automate admin work and set your team up to close more deals.
Xant has integrations with tools like One Mob and Vidyard which help you personalize your outreach with videos. You can also personalize your emails with placeholders using prospect data fields.
Xant integrates directly with Salesforce CRM, which saves you hours of work and puts your focus on actions that matter.
Sales Engagement Tools with Advanced Personalization
a) Email Content-based Personalization
Lemlist is a Sales Engagement Platform that helps you personalize your outreach and close more deals with cold emails, automated follow ups and calls.
With Lemlist you can add screenshots, text, and custom logos to personalize emails.
Video personalization is also possible with Lemlist. Another unique feature Lemlist has is the ability to create dynamic landing pages customized for every prospect.
Lemlist integrates natively with Pipedrive, Salesforce and Hubspot CRMs so you avoid manual data entry and save time.
Mixmax is a Sales Engagement Platform that enables Gmail and Gsuite users to start sales conversations. With Mixmax, you can set up cadences with emails, SMS, and calls.
Mixmax has native integrations with CRMs like Pipedrive and Salesforce and also brings real-time notifications with its Slack Integration.
Mimax helps users get more productive with calls through its Beast Mode Dialer and helps you schedule meetings in 1 click with its Scheduler. It also has a Sidebar that delivers insights from social media and CRM you can use to personalize your emails.
Outreach is a Sales Engagement Platform that helps sales teams become more effective and accelerate revenue.
With Outreach, you get the ability to execute automated Sequences across multiple channels. You get to personalize your emails with Conditional Variables based on data. You can also measure the performance of every sales activity with Sentiment Analysis.
Outreach has a native integration with Salesforce CRM but does not integrate with any other CRM. This means your productivity goes for a toss and your entire team gets slowed down with manual work.
b) Email Channel-based Personalization
Reply is a Sales Engagement Platform that supercharges sales teams with automation and multichannel capabilities.
Reply has a native integration with Hyperise which means you get to create personalized landing pages, videos and images for your emails.
Reply has a native integration with CRMs such as Close, Copper, Salesforce, Pipedrive and Hubspot so you save time by automating workflows.
Autoklose is a Sales Engagement platform that helps sales teams close more deals faster.
Autoklose gives you the ability to personalize emails with static placeholders as well as videos through a Vidyard integration.
Autoklose integrates natively with Salesforce and Salesflare CRMs, giving you time back into your day.
Mailshake is a Sales Engagement Software that helps you put your email outreach on autopilot.
Mailshake helps you personalize emails with placeholders and allows you to add videos using a Vidyard Integration.
This Sales Engagement Software boasts of integrations with Pipedrive, Hubspot, and Salesforce CRMs so you eliminate manual data entry.
You also get to set appointments using Calendly and connect with hundreds of other tools using Zapier.
c) Email Behaviour-based Personalization
Funnelflare is a Sales Engagement Tool that helps sales teams close deals faster with less effort.
Funnelflare gives you calling, voice mailing, emailing and appointment scheduling capabilities so you can stop chasing leads and start engaging with the prospects who matter.
One of Funnelflare’s highlight features is its behaviour tracking which notifies you the second prospects engage so you can make better prospecting decisions.
Funnelflare integrates with Pipedrive, Zoho, Salesforce, Freshsales and other CRMs so you eliminate manual data entry and follow up faster.
Prospect.io is a Sales Engagement Platform that makes you crush sales targets with the power of automation.
Prospect.io lets you personalize emails with placeholders using prospect data. You also get to enroll prospects automatically into workflows based on specific events.
Prospect.io integrates with Close, Hubspot, Pipedrive, Zoho and Salesforce CRM so you save hours everyday and eliminate data entry work.
Sales Engagement Platforms with Simple Personalization
Yesware is a Sales Engagement Platform that helps sales teams get more replies and meetings booked.
Yesware enables sales teams to set up multi-channel prospecting campaigns and keep track of performance with a solid Reports feature.
Yesware’s personalization capabilities involve the use of dynamic placeholders where you can add data from Fields.
Yesware integrates with Salesforce CRM so you save hours and keep your CRM updated.
Gmass is a Sales Engagement Platform that helps you send automated email campaigns and turbocharge reply rates.
Gmass has personalization features such as dynamic placeholders to make emails feel human.
It also lets you import prospects directly from Google Sheets and helps categorize replies, keeping you organized.
Woodpecker is a Sales Engagement Platform that helps you drive deeper engagement with prospects.
Woodpecker has a number of use cases, with clients in Sales, Lead generation, and HR.
Woodpecker helps you personalize emails with Advanced Snippets and placeholders that make mass outreach sound customized for every prospect.
Woodpecker integrates natively with Pipedrive CRM and tools like Leadfuze, Uplead, Leadspresso and Hunter so you can easily kickstart email campaigns for prospects.
Persist is a Sales Engagement Platform that helps outbound sales teams prospect and close more deals.
PersistIQ’s speciality as a Sales Engagement Software, is its intuitive interface. You’ll find every feature you need to start selling without the bells and whistles. PersistIQ helps you personalize your campaigns with placeholders that humanize every email.
PersistIQ integrates natively with Pipedrive, Hubspot, Salesforce and Zoho CRMs.
16. Hubspot Sales Hub
Hubspot Sales Sequence is a Sales Engagement Platform for Hubspot CRM.
Hubspot Sales Sequence lets you tailor your emails with personalization tokens and speeds up tasks like rotating leads and creating deals.
Alongside its parent CRM, Hubspot Sales Sequence also has a 2-way integration with Salesforce so every outreach engagement data is at your fingertips.
Smartreach.io is a Sales Engagement Tool that helps you close more deals with automated email outreach.
Smartreach personalizes your emails with placeholders which contain data such as the prospect’s first name, company, etc.
This Sales Engagement Software allows you to import prospects via CSV, Google Sheets and also integrates with Hubspot, Zoho, Pipedrive and Salesforce CRMs.
Other Sales Engagement Tools you will find useful
Snov.io is a sales prospecting and sales engagement platform which helps you grow revenue with automated outreach.
With Snov, you can send custom email campaigns with a drag and drop builder, target leads with behavioural triggers, verify and clean your email lists.
Snov integrates natively with Salesforce, Zoho and Hubspot CRMs so you automate most of your work and save time.
Saleshandy is a Sales Engagement Platform that helps you turn your sales team into a growth engine.
Saleshandy helps you personalize your emails with muti-stage automated followups based on your prospect’s actions. You can also make your emails feels personal with Mail Merge.
Saleshandy however does not integrate natively with any CRM and you will need Zapier to connect it to your system of record.
Apollo is a Sales Engagement Platform that helps you discover your ideal prospects and convert them into customers.
Apollo enables you to gather verified leads from Linkedin, build perfect lists with 200+ data points, get suggestions on prioritizing your top leads with AI and updates your data so you always stay in the know.
With a lead list in hand, Apollo kickstarts your outreach with emails and calls to get meetings booked, and optimizes your campaigns with Analytics and A/B testing.
Apollo integrates with Hubspot and Salesforce so you automatically sync data and eliminate manual work.
Growbots is a Sales Engagement Platform that helps you get prospecting data and execute outreach all from one place.
Growbots promises the easiest prospecting experience by giving you a tailored list of customers, enabling personalized email campaigns, automated followups as well as adding Linkedin and calling to your sales sequences.
Growbots allows A/B testing and also has detailed reports that let you identify high performers, measure open and click rates, and fine-tune campaigns.
This platform integrates with Hubspot and Salesforce so you sync data automatically and save hours.
22. Cirrus Insight
Cirrus Insight is a Sales Engagement Platform that helps sales teams reach out to prospects and convert them into customers.
With Cirrus, you can execute multichannel drip campaigns, track opens and clicks, and send automatic followups.
Cirrus Insight integrates with Salesforce CRM, so you can record engagement data automatically, sync contacts and save time.You can also share calendars and sync meetings with Salesforce.
23. Toutapp (Marketo Sales Connect)
Marketo Sales Connect is a Sales Engagement Software that empowers sales reps with personalized sales engagement capabilities.
Marketo Sales Connect allows you to score leads based on both marketing and sales touchpoints, and engage in relevant conversations with the right leads.
With this tool, you can set up multi channel sequences involving email, call, social and direct mail.
Marketo Sales Connect integrates with Salesforce and Microsoft Dynamics CRM so you sync data and achieve faster response times.
Close is a Sales Engagement Platform that helps you turn more leads into revenue.
With strong CRM functionalities, it promises next-level automation and outreach with multichannel sequences involving email, call, SMS and video.
Close enables reps to prospect with context, turn data into insights, log activities without manual work and focus on the most valuable opportunities.
Vanillasoft is a Sales Engagement Platform that helps you get personal with prospects and close more deals with a simplified sales process.
Vanillasoft offers multichannel capabilities involving email, and SMS, but its chief feature is its Autodialer functionality which allows reps to queue prospects up and accelerate through 1-on-1 calling.
Vanillasoft enhances its sales engagement capabilities through integrating with Vidyard, which means you can send customized videos to prospects. The tool also syncs directly with Salesforce so you save hours eliminating manual work.
26. Airborne App
Airborne App is a Sales Engagement Software designed to help lead generation agencies automate outreach.
This Sales Engagement Software is made to execute both inbound and outbound prospects with multi-channel communications involving emails, calls and Linkedin.
Airborne lets you send emails from multiple accounts, randomizes your sending intervals and throttles sequences to improve deliverability.
Airborne’s simple interface eliminates admin overhead and makes sure you never need to build complex reports externally again.
Clodura is a Sales Engagement Software which delivers actionable sales intelligence and helps you engage prospects with sales sequences.
Access 25+ buying signals which allows high-precision targeting of prospects. This AI-based Sales Engagement Software provides you real-time data to accelerate the lead-to-meeting journey and makes you close more deals effortlessly.
Clodura also makes sure your data stays clean and your deliverability is pristine by validating emails.
Clodura integrates with Salesforce, Pipedrive, Hubspot, Freshsales and Zoho CRMs so you eliminate manual work and save time.
Funnelfly is a Sales Engagement Software which helps you turn contacts into buyers with timely outreach.
Funnelfly lets you segment contacts and deliver personalized communications yet engage a large contact list.
This Sales Engagement Software also has an auto-dial feature which allows reps to execute multi-channel outreach without leaving Funnelfly.
While using Funnelfly, you can also set up appointments on Calendly and connect with hundreds of other tools using Zapier.
Quickmail is a Sales Engagement Software that helps you send more emails and start more conversations.
With Quickmail you automate your followups and save hours to focus on expanding your outreach.
Quickmail is one Sales Engagement Software that assures you of high deliverability with features such as Auto-Warmer, Inbox Rotation, Email Verification, Custom Domain Tracking, and Human-Like Sending.
Vocus is a Sales Engagement Software that allows you to personalize email campaigns, automate followups and track your cold outreach performance.
Vocus boosts your outreach with features like importing prospects through CSV files, automated followups, A/B Testing, email tracking, mail Merge and campaign monitoring
You can connect this Sales Engagement Software to either Gmail or GSuite. It also has integrations with Salesforce, Pipedrive, Zoho and Hubspot CRM.
Folllowup.cc is a lightweight Sales Engagement Software that keeps email outreach and tasks from slipping through the cracks.
Followup.cc fires up your sales productivity through email campaign features like Reminders and Automated followups
This Sales Engagement Software also gives you more control over outreach with proven email open tracking and a A ‘Send Later’ scheduling feature.
Seven other factors to consider when buying any Sales Engagement Tool
Personalization is undoubtedly the most important function of Sales Engagement Tools, but there are some other aspects you need to consider when choosing one – in order to engage prospects seamlessly and avoid tedious work.
Here they are.
Automating manual data entry is a massive timesaver for sales teams. Therefore, the Sales Engagement Tool you choose must integrate with the CRM you already use. It must allow you to import contacts from CRM, record engagement data and sync email copies back into your CRM.
Preferably, it must also integrate with other tools in your ecosystem so they all stay connected.
The platform you choose must allow you to reach prospects across multiple channels. Gone are the days when email or call alone made the cut. Your Sales Engagement Tool must get you to where your prospects are and help you stay top of mind.
Misalignment is the bane of Sales Outreach. If your reps each execute tasks intuitively and rely on guesswork, crushing common sales goals becomes impossible. The Sales Engagement Tool you pick must allow you to identify and standardize best practices so your whole team becomes much more effective.
4. Ease of use
It’s no secret: sales reps hate sales software.
Or more accurately, we hate poorly designed sales software that’s buggy, clunky and doesn’t give them clear directions on where to go and what to do.
The software you choose must have an easy interface that makes it simple for reps to navigate and execute.
If your emails don’t get delivered, your outreach doesn’t take off. Simple as that.
The Sales Engagement Software you choose must boost deliverability by allowing you to perform email warmup, track engagement with a custom link and allow for human-like staggered sending.
Your Sales Outreach has cracks. The sooner you find and eliminate them, the higher the performance of your sales team.
Therefore, sophisticated reporting features are a must for Sales Engagement Tools. You should be able to view which emails are performing well, which cadences deliver the highest engagement, which prospects are engaging at every step in the cadence and which of your reps are on track.
6. Customer Support
There is a moment of uncertainty, and even anxiety when a team logs into a new software for the first time.
Therefore, when you purchase your next Sales Engagement Tool, make sure it has amazing reviews on customer support on review sites like G2 and Capterra.
Transparency is key when choosing a Sales Engagement tool to stack on top of your CRM, lead generation software and other platforms you’re paying for.
Make sure the one you choose actually reveals their pricing on their pricing page and does not make you go through a complex process to understand the pricing.
Tools that offer a free trial give you an opportunity to see if it actually suits your sales process.
Now that you’ve gone through many of the best Sales Engagement Platforms out there, which one seems ideally suited for your sales process?