If you have landed here, you likely realize that your CRM alone simply doesn’t do all that a sales engagement platform can do. You need to streamline communications and get all departments on the same page, quickly onboard new sales reps, and gain insight into what processes and campaigns work best. The question is which platform will be the best fit for you. In this blog post, we compare SalesLoft vs Outreach vs Salesvue, the world’s first Salesforce-native sales engagement platform, to show a side-by-side comparison of features.
If Salesforce is your CRM, you need to consider a Salesforce-native sales engagement platform.
Analytics & Reporting Features
All three sales engagement tools include email, phone, and cadence (or plan/sequence) analytics, as well as Salesforce reporting dashboards and the ability to filter reports by activities, reps, and custom objects. Salesvue and SalesLoft both provide account-based reporting. But Salesvue offers several features that neither SalesLoft or Outreach have. They are:
Math of Sales™ Reports
The Math of Sales™ is a ratio that explains the level of effort it takes your team to get one conversion. You define what counts as a conversion. It may be an appointment, an opportunity, a closed deal, or any other result. A proprietary component of Salesvue’s reporting, Math of Sales™ helps you optimize sales activities to achieve more successful outcomes by providing insight into every phase of your sales cycle.
Time to First Touch Reporting
Easily keep a pulse on how quickly your sales reps are following up on leads with reports that allow you to measure your average, minimum, and maximum time to contact leads.
Supports Data Prior to Installation
Often when you get new software, you have to abandon old data. With Salesvue, you have access to your previous Salesforce data, so analytics and benchmarking based on historical data can continue.
Salesvue provides a single console to view all the activities that need to be accomplished each day, a list of every contact that needs to be called, and what time it is in their time zone. Customers have reported that just by having a single console alone, they have increased activities by up to 40 percent, translating into increased revenue.
Native to Salesforce: Full pipeline analytics in one place
Easy access to your pipeline data saves time and allows managers to make strategic decisions quickly.
With a single click, you can see the status of your pipeline, including the number of leads, deals in progress, reps nearing a close, and leads falling off track.
Summary Chart: Analytics & Reporting Features
|Analytics & Reporting||Salesvue||Outreach||SalesLoft|
|Use Salesforce Reporting Dashboards||✔||✔||✔|
|Filter Reports by Custom Objects||✔||✔||✔|
|Filter Reports by Activities||✔||✔||✔|
|Filter Reports by Specific Rep||✔||✔||✔|
|Cadence / Plan / Sequence Analytics||✔||✔||✔|
|Math of Sales™ Reports||✔|
|Time to First Touch Reporting||✔|
|Supports Data Prior to Installation||✔|
|Native to Salesforce: Full pipeline analytics in one place||✔|
All three sales engagement platforms have robust email features such as a full HTML, rich media email editor, mail merge, templates, Gmail and Outlook integration, A/B testing, and email scoring. Outreach and SalesLoft both have email scheduling capabilities, while Salesvue is in the process of implementing the feature. Meanwhile, Salesvue features real-time notifications of both opened emails and clicked links within the emails. Neither Outreach nor SalesLoft offers these real-time notifications at this time.
Summary Chart: Email Features
|Send in Bulk||✔||✔||✔|
|Send as Reply||✔||✔||✔|
|Supports Mail Merge||✔||✔||✔|
|Full HTML / Rich Media Email Editor||✔||✔||✔|
|Gmail & Outlook Integration||✔||✔||✔|
|Email Scoring & Prioritization||✔||✔||✔|
|Real-Time Notifications of Opened Emails||✔|
|Real-Time Notifications of Links Clicked in Emails||✔|
All three sales engagement platforms have similar phone features such as call tracking, click to dial, call recording, and the ability to listen or “barge” into the call for coaching purposes. They all have power dialers, perfect voicemail, phone activity analytics, and they support a variety of dialer services. Salesvue offers a great feature that the other two don’t. Salesvue’s live agent power dialer allows anyone in the organization to make calls and simultaneously hand off the call if the contact is reached, saving valuable sales rep time.
Summary Chart: Dialer Features
|Click to Dial||✔||✔||✔|
|Listen/Barge for Coaching||✔||✔||✔|
|Phone Activity Analytics||✔||✔||✔|
|Supports Dialer Services (Twilio, Genesys, etc.)||✔||✔||✔|
|Live Agent Power Dialer||✔|
While they may be called different by different names, all three sales engagement platforms offer call plans, sequences, and dynamic cadences. You can take just about any process and standardize it across the organization with a plan while automatic task routing and assignment decrease time spent on menial tasks. Salesvue offers three features that are especially attractive for organizations wanting to have a seamless experience. They are:
Customize Plans & Fields Based on Company Terminology
No more trying to figure out or remember which field stands for what. With Salesvue, you can use your company’s terminology in the software’s plans and fields, ensuring a consistent lexicon across the organization.
Plan to Plan Cadence Automation
With Salesvue, you can convert a lead from a prospecting cadence directly into an opportunity cadence with one-click disposition from a sales rep’s task, so it’s a seamless transition through different phases of the sales pipeline.
Mass Salesforce object updates with one-click call disposition
Because Salesvue is native to Salesforce, there are no syncing issues or data discrepancies. You never leave your Salesforce instance so you can make mass updates to Salesforce objects with a single click using powerful, real-time automations.
Summary Chart: Plans/Sequences/Cadences
|Automatic Task Routing & Assignment||✔||✔||✔|
|Plans on Leads & Contacts||✔||✔||✔|
|Plans on Salesforce Accounts||✔||✔||✔|
|Plans on Salesforce Opportunities||✔|
|Account Based Selling||✔||✔||✔|
|Supports Call, Email, & Other Tasks||✔||✔||✔|
|Plans for Marketing & Sales||✔||✔||✔|
|Plans for Onboarding & Renewals||✔||✔||✔|
|Supports Scheduled Date Tasks in Cadence||✔||✔||✔|
|Customize Plans & Fields Based on Company Terminology||✔|
|Plan to Plan Cadences||✔|
|Native to Salesforce: Mass Salesforce object updates with one-click||✔|
Security, Implementation, & Support Features
Salesvue handily tops Outreach and SalesLoft in security, implementation, and support features. Being native to Salesforce, you get the highest security level with Salesvue, which has been thoroughly vetted by Salesforce’s 60-day security review process. Salesvue is even HIPAA data compliant. Implementation headaches are eliminated with Salesvue’s quick installation requiring no data mapping, export, or API calls. Its mobile app, combined with its support of all Salesforce and custom objects, make Salesvue the most versatile of the three platforms for Salesforce users.
Summary Chart: Security, Implementation, & Support
|Security, Implementation, & Support||Salesvue||Outreach||SalesLoft|
|Native to Salesforce: Maximum security||✔|
|Passed 60-Day Salesforce Security Review||✔|
|HIPAA Data Compliant||✔|
|Works with All Salesforce & Custom Objects||✔|
|Mobile App available||✔||✔|
|Data Export/Sync & API Calls Required||✔||✔|
|Data Mapping Required||✔||✔|
|Salesforce Administrator Required to Implement||✔||✔|
“SalesLoft vs Outreach” is a common first search for companies looking for a platform to boost their sales performance, but if you’re using Salesforce, we hope you now understand the importance of having a Salesforce-native platform. After deciding which features are most important to you, check online reviews from reputable sources such as Salesforce’s AppExchange. Next, consider requesting a demo. It’s helpful to give the sales rep a quick run-down of your sales process ahead of time, so they may be able to personalize your demo. Last, measure each sales engagement platform’s responsiveness to your request. If they are slow getting back to you, consider eliminating them from your list. While we hope we answered most of your questions, we realize you may have more or may need more details on what we covered here. For more information, contact us. We are committed to helping sales teams do more, close more, and improve more.