As the Financial Industry, geography and markets change, so does the sales team and an average salesperson’s experience. Having the right tools at their disposal can make all the difference and every interaction could be a potential deal-maker. Before analyzing different sales engagement tools, let us understand what sales engagement is. 

Sales engagement refers to the communication between sales teams and potential customers throughout the sales process while laying focus on building relationships and ultimately guiding the prospects towards making a purchase.

This multifaceted approach involves utilizing various channels, such as email, phone calls, social media, and other personalized touchpoints, to enhance the overall customer experience. From a sales team’s point of view, having access to all customer and product information on a single pane of glass along with contextual action items reduces the number of decisions a salesperson needs to take and increases the likelihood of closing deals. Sales engagement is a crucial aspect of modern sales practices, emphasizing the importance of timely, relevant, and meaningful interactions to drive successful conversions.

Modern sales engagement tools offer a suite of features designed to streamline communication, enhance productivity, and ultimately boost revenue.

Vymo : Sales Enablement Tool For Financial Institutions

Vymo is a verticalized sales engagement platform providing mobile-first personal assistance to sales teams across the Banking, Insurance and Financial Services space. It leverages data-driven intelligence to enhance productivity and decision-making processes.

Vymo auto-captures sales activities such as customer interactions, meetings, calls, etc. and streamlines the sales process by automating routine tasks, capturing relevant data, and offering actionable insights to empower sales professionals. The platform is designed to work seamlessly with existing CRMs by enhancing their capabilities rather than by replacing them. Vymo specializes in both direct selling as well as partner driven sales functions by delivering customer, partner and business information to sales teams on a single pane of glass from anywhere at any time. This data-driven approach enables sales teams to identify trends, assess performance, and make informed decisions to optimize their strategies.

There are different modules available for different personas based on their business needs, for example :

1. Partner Relationship Managers have access to a partner dashboard highlighting the performance of their channel partners
2. Managers and Strategic Heads have dashboards that show them the performance of their teams with actionable insights

And so on…

Vymo acts as a virtual assistant for sales representatives, offering personalized recommendations and insights. Through intelligent algorithms and system integrations, it can suggest the next best actions, prioritize tasks, and provide real-time coaching to improve the effectiveness of sales engagements via identified winning behaviors. This not only saves time for sales professionals but also enhances the quality of their interactions with clients and prospects.

Groove : Boosting Productivity Through Integrations

Groove is a sales engagement platform known for its smooth integration with Salesforce. Recognizing the pivotal role Salesforce plays in many businesses’ CRM strategies, Groove enhances productivity by providing a suite of tools within the Salesforce environment. The platform offers email tracking, analytics, and workflow automation which enables sales teams to stay focused on their work without the need for constant context-switching between applications. By centralizing communication and data with non-disruptive integrations, Groove contributes to a more organized sales process.

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Zoominfo : Conversation Intelligence for Sales Team

Chorus.ai by Zoominfo brings conversation intelligence to sales engagement by using AI to analyze sales calls, meetings and other engagements. It identifies key conversation trends, provides valuable insights into customer interactions and helps sales teams replicate successful communication approaches. By offering a deeper understanding of deal-winning engagement activities, Chorus.ai enables salespeople l to refine their pitches and tailor their messaging for a more effective engagement.

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Outreach : Elevating Engagement Automation

Outreach stands out as one of the popular choices in the realm of sales engagement tools. Outreach’s key strength lies in its email sequencing capabilities that simplifies and optimizes a salesperson’s outreach efforts. Sales professionals can create personalized and automated email sequences, ensuring that no lead falls through the cracks. The platform also provides in-depth analytics, offering valuable insights into the effectiveness of email campaigns. With Outreach, sales teams can enhance their communication strategies and focus on what matters most – building meaningful connections with prospects.

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Drift : Conversational Marketing and Chatbots

Drift is a conversational marketing and sales platform that enables real-time conversations with website visitors through chatbots, helping to qualify leads and schedule meetings. Drift’s focus on conversational marketing aims to create a more human and responsive interaction between businesses and prospects. By incorporating chat and messaging into the sales process, Drift enhances engagement and responsiveness, leading to more meaningful connections with potential customers.

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MindTickle : Sales Readiness and Training

MindTickle specializes in sales readiness and training, offering a holistic approach to preparing sales teams for success. The platform goes beyond traditional engagement tools by providing tools for onboarding, coaching, and continuous learning. MindTickle uses gamification and analytics to assess and improve the skills of sales professionals. By focusing on sales readiness, the platform ensures that teams are equipped with the knowledge and skills needed for engaging with prospects and driving successful outcomes.

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Conclusion: Choosing the Right Tool for Sales Success

All the above tools discussed and other similar sales engagement solutions in the market bring unique strengths to the table. Whether it’s streamlining email communication, automating outreach sequences, or integrating seamlessly with existing CRM systems, these tools are designed to elevate the efficiency and effectiveness of sales teams.

Many factors must be taken into considerations by organizations shopping for tailored Sales Engagement Tool for their business, such as :-

1. The specific needs of the sales team
2. The industry and geography the organization operates in
3. Integration capabilities with existing systems
4. The level of customization offered

As modern sales technology gets more digital and streamlined ,new players emerge and existing tools undergo updates. Stay informed, explore trial versions, and make an informed decision to empower your sales team with the tools they need to succeed in today’s competitive market.

Contact your nearest Vymo representative HERE