Sales Engagement Platform Software Features

Auto-Dialer

System that automatically dials calls

Business Process Automation

Improve the management of information, tasks, and procedures by establishing routines and patterns associated with processes

Calendar Management

Create, manage, and share multiple calendars

Campaign Management

Create a collection of marketing actions to complete specific goals.

Communication Management

Communicate with and outreach to followers/customers/clients in multiple ways

Content Management

Creating, updating, monitoring accuracy, and ensuring brand consistency for all written materials that are distributed to stakeholders.

Lead Generation

Manage the process of attracting and converting business prospects into leads

Performance Management

Organize and manage the accomplishments and development of employees

Prospecting Tools

Identify potential leads based on predefined criteria and adding them to sales pipeline

Reporting/Analytics

View and track pertinent metrics

Sales Pipeline Management

Pipeline view and tracking lead status

Strategic Planning

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Workflow Management

Create, design, and visually represent processes within the software

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