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Choosing a Sales Engagement Platform: 5 Questions to Ask

7 min readMarch 8, 2023

Sales engagement platforms have been gaining rapid popularity among businesses as a way to improve their sales processes. However, with so many platforms available, it can be overwhelming to choose the right one. It’s important to recognize that not all sales engagement platforms are created equal, and selecting a solution that doesn’t work for your team could have serious consequences.

When you’re in the market for a sales engagement solution, we recommend you take a practical approach and explore the key questions you should ask before making your choice. Whether you’re a seasoned sales manager or just starting in sales, these five questions will provide the guidance and insights you need to choose the right sales engagement platform for your business.

Before we dive into those questions, let’s make sure we cover the basics.

What is a sales engagement platform?

A sales engagement platform is software designed to help sales teams streamline and automate their outreach efforts. It typically includes a suite of features that enable users to manage and track customer interactions, such as email campaigns, social media outreach, phone calls and meetings. Sales engagement software provides a centralized hub for sales teams to manage their outreach and helps them optimize their sales process.

Some of the key components of a sales engagement platform include:

  • Email automation: Sales engagement platforms allow users to create and automate email sequences that can be customized based on the recipient’s behavior.
  • Sales dialer: A sales dialer is a feature that enables sales representatives to make and receive calls directly from the platform, streamlining the calling process.
  • Sales cadences: A sales cadence is a pre-defined sequence of outreach activities that a sales rep can use to automate their sales process.
  • Reporting and analytics: A sales engagement platform provides in-depth reporting and analytics that help sales managers track the effectiveness of their outreach efforts and optimize their sales process.

Overall, a sales engagement platform is a powerful tool that can help sales teams improve their outreach and drive more revenue for their business.

Key benefits of sales engagement platforms

Sales engagement platforms can provide a wide range of benefits for sales teams of all sizes, which makes them a vital part of your sales tech stack. Here are some of them:

  • Better communication: Sales engagement platforms provide a centralized hub for all sales-related communication, allowing sales reps to easily manage and track their interactions with customers. This ensures everyone on the team stays on the same page.
  • Improved collaboration: Reps can easily share information about customers and prospects, making it easier for team members to work together on deals. This can lead to more effective collaboration and reduced friction between team members.
  • Increased efficiency: Sales engagement software can automate many of the time-consuming tasks involved in sales outreach, such as sending follow-up emails, making calls and scheduling appointments. This frees up sales reps’ time to focus on high-value activities, such as building relationships with customers and closing deals.
  • Cleaner data management: A sales engagement platform offers powerful reporting and analytics tools that help sales managers track and analyze the performance of their team. This enables them to identify areas for improvement, optimize their sales process and make data-driven decisions.
  • Scalability: Sales engagement solutions can easily scale to accommodate growing sales teams. As the team grows the platform can grow with it, providing a consistent set of tools and processes that can be used by all team members.

5 questions to ask when choosing a sales engagement platform

Choosing a sales engagement platform can be a time-consuming process, especially since there are so many options in today’s market. As you’re doing your research, make sure to keep these five questions in mind.

1. Which features are most important to you?

Every sales engagement platform is unique and offers a different suite of features that may or may not align with your business needs. Therefore, it’s essential to identify the features that are most important to your sales team to ensure you choose a platform that will help you achieve your goals.

Here are some of the key features to consider when evaluating sales engagement software:

  • Email automation: Email automation is a critical feature that allows sales reps to create and automate email sequences. It saves time and improves the effectiveness of outreach by allowing users to customize the email sequence based on the recipient’s behavior.
  • Call software: This feature allows sales reps to make and receive calls directly from the platform. It streamlines the calling process and helps reps stay organized.
  • Dynamic sales cadences: Sales cadences are pre-defined sequences of data-based outreach activities that sales reps can use to automate their sales process. They provide a structured approach to outreach and help ensure that all prospects receive consistent and relevant communication.
  • Comprehensive reporting: A sales engagement platform should provide in-depth reporting and analytics that help sales managers track the effectiveness of their outreach efforts and optimize their sales process. It should also integrate with your CRM to ensure that data is accurate and up-to-date.
  • Real-time guidance: Real-time guidance provides context-driven nudges during live conversations that remind reps of the most important things to focus on and helps prevent mistakes before they occur.

By identifying the features that are most important to your sales team, you can narrow down your options and choose a sales engagement platform that will provide the most value for your business.

2. How does the platform integrate with your existing tools?

When selecting a sales engagement platform, it’s important to consider how it integrates with your existing tools. Integrations ensure that data is accurate and actionable, providing a consistent source of truth for customer information. This also allows you to customize your sales engagement platform to meet your specific needs, tailoring outreach efforts to each lead’s needs and increasing the chances of conversion.

Integrations also improve efficiency by eliminating the need to switch between different applications to get work done, saving time and reducing errors. As your business grows, a sales engagement platform that integrates easily with other tools allows you to scale operations quickly and efficiently.

Prioritizing a platform that integrates seamlessly with your existing tools is essential to improve efficiency, accuracy, and customization in your sales outreach efforts. With clean data, tailored outreach and streamlined operations, you can drive better results for your business as it grows.

3. How easy is it to use?

A user-friendly sales engagement platform should have an intuitive interface that’s easy to navigate, even for those who are not tech-savvy. The platform should also offer comprehensive onboarding and training resources to help users quickly get up to speed.

In addition, it’s essential to consider how the platform aligns with your existing workflows. A sales engagement platform that allows workflow continuity will make it easier for your sales team to adopt and use.

Ease of use is also critical for sales reps who are often on the go. A mobile-friendly platform that allows sales reps to access critical information and tools can make all the difference in staying productive remotely.

4. How is the reputation of the vendor’s customer support team?

Sales engagement platforms are complex tools, and even the best-designed platforms can encounter issues from time to time. Having a responsive and knowledgeable support team can make all the difference in resolving any issues quickly and minimizing disruptions to your sales operations.

You can investigate the reputation of a customer support team in several ways:

  • Ask about the vendor’s service level agreements (SLAs) and support response times. A vendor that offers prompt and reliable support can help you maintain productivity and reduce downtime.
  • Inquire about the vendor’s support channels. A good vendor should offer multiple channels for support, including email, phone, and live chat, with trained support staff available to help you when you need it.
  • Research the vendor’s customer satisfaction ratings. This can give you an idea of how well the vendor’s support team is perceived by its customers. Reading reviews and testimonials can also help you gain insight into the quality of the vendor’s support.

5. What is the pricing structure?

Understanding the pricing structure of a sales engagement platform is critical when evaluating potential solutions. Sales engagement platforms can vary significantly in pricing, from a flat monthly fee to a more complex pricing structure based on usage or the number of users.

When considering the pricing of a sales engagement platform, it’s important to evaluate both the short-term and long-term costs. A lower-priced option may seem more attractive initially, but it may lack critical features or integrations that you’ll need as your sales team grows. Conversely, a more expensive option may have unnecessary features that you won’t use.

You should also consider how pricing will change as your sales team grows. Many sales engagement platforms offer a tiered pricing structure based on the number of users or features. As your sales team expands, you may need to upgrade to a higher tier to maintain the same level of functionality.

Finally, you should ask about any hidden costs or additional fees that may be associated with the platform, such as implementation or training costs. Understanding the total cost of ownership will help you make an informed decision about which sales engagement platform is right for your business.


Choosing the right sales engagement platform can have a significant impact on the success of your sales team. By asking the right questions when evaluating potential solutions, you can make an informed decision that meets the unique needs of your business.

Ready to take a look at the Revenue.io sales engagement platform? Book a demo here.