If you are in the sales or technology spaces, it is impossible to not have heard the name Salesforce. Whether your company uses it and loves it, or you are just familiar with their name, everyone knows Salesforce.
However, could you pinpoint what Salesforce does? Yes, you could say what your team uses Salesforce to accomplish. But are you sure you are not mixing it up with other platforms in your tech stack? Do you know if your tech stack is repetitive?
It is common to confuse the uses of Salesforce with the uses of a sales engagement platform. So, this post helps explain the differences between the two, and why you need both.
Is Salesforce a Sales Engagement Platform?
The short answer here is…no. Let us explain. A sales engagement platform is a tool used by sellers to help their interaction with prospects and customers. This tool helps sellers by automating low-value tasks, providing organized daily activity, and allowing easier ways to record and track results. They also help team leaders by showing insight into data and analytics through different reporting features. These reports can then create actionable insights that are implemented with sellers and in turn help close more deals.
Salesforce on the other hand, is a CRM platform, not a sales engagement platform. A CRM platform, among other things, helps manage relationships with prospects and customers as well as helps streamline communication to them. CRMs, like Salesforce, help locate potential leads, create effective marketing campaigns towards them, and identify whether these leads are qualified or not.
So, in the mindset of defining a sales engagement platform vs CRM, it boils down to this. CRMs, like Salesforce, help with customer and prospect management until a lead is established as an SQL. From here, the sales team takes over and utilizes a sales engagement platform to help nurture the lead through the pipeline until they close a deal.
Why is Sales Engagement Important?
Now, it is natural to ask why sales engagement is so important. You have been selling in the same way for 20 years. You have your own system for taking notes and scheduling meetings. Why learn something new? The simple answer to that is because sales engagement platforms make everyone’s life significantly easier.
These tools help sellers in a multitude of ways, partially outlined above. They help with prospect engagement by giving sellers more time to focus on meaningful tasks, they help with account management by tracking leads accurately through the pipeline, and they help the sales team run more effectively by providing team leaders valuable insights into metrics that matter.
Sales Management Software
Sales management software has become very front and center in everyone’s lives. Everyone is focused on having their tech stack include all the bells and whistles. This is because these tools go such a long way in helping close more deals. They give you more effective insights, an easier day-to-day, more time to connect with prospects, and so much more. This is especially true when you pair a CRM with a sales engagement platform.
Now, the logical question is which platform is which with so many of them out there. For CRM, the recommended platform is Salesforce. Salesforce is the industry leader in CRM and allows many valuable integrations with other pieces in your tech stack, especially your sales engagement tool.
However, not every sales engagement tool integrates with Salesforce the same way. Common names in the industry, like Salesloft and Outreach do not live natively within Salesforce. Other solutions, like Salesvue do.
How Living Natively is a Game Changer
As a sales engagement platform that looks and feels exactly like Salesforce, Salesvue is the best Salesforce-native sales engagement platform for those teams already leveraging Salesforce. While providing the same benefits that all sales engagement platforms do such as cadence building, insightful analytics, and organization, which leads to more time focusing on higher priority tasks, Salesvue paired with Salesforce is a great solution.
On top of these, Salesvue also provides added benefits of being Salesforce-native. However, as previously mentioned, it is the only native solution that looks and feels exactly like Salesforce. If your team is already using Salesforce, then Salesvue is the tool for you.
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