What do you do if you need to find the perfect sales engagement software for your team?

2 Evaluate your current situation

Next, you need to assess your current sales engagement strategy and identify your strengths, weaknesses, opportunities, and threats. What are the tools and platforms that you are using right now? How well are they integrated and aligned with your goals? What are the gaps and pain points that you are facing? How much budget and resources do you have to invest in a new software? By evaluating your current situation, you can determine your needs and priorities and avoid wasting time and money on solutions that don't fit.

3 Research and compare options

Now that you have a clear idea of what you need, you can start researching sales engagement software options. Utilize online reviews, ratings, testimonials, case studies, demos, and free trials to get a sense of how each software functions and how it can benefit your team. Additionally, don't forget to ask for referrals and recommendations from your peers and network. When comparing the options, take into account features and functionality such as email tracking, scheduling, templates, sequences, analytics, reporting, etc., as well as ease of use and customization. Additionally, consider integration and compatibility with existing tools and platforms such as CRM, email, social media, etc., pricing and value for money as well as the support and service offered by the software. Make sure the software provides reliable customer support and service that is easy to troubleshoot and resolve issues.

4 Test and measure results

Finally, you need to test and measure the results of the sales engagement software that you choose. You can use key performance indicators (KPIs) and metrics that align with your goals to track and evaluate the impact of the software on your sales performance. For example, you can measure the number of emails sent, opened, replied, bounced, etc., the number of leads generated, qualified, converted, etc., the length of the sales cycle, the customer satisfaction rate, etc. By testing and measuring results, you can identify what works and what doesn't and optimize your sales engagement strategy accordingly.

5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?