• Sales Engagement is more than a CRM
• It's the dialer, the bulk email, etc.
• Modular approach
• Beta users Feb 2019
• Paid users Sept 2020
• Started with six features
  • Email
  • Calling/VoIP
  • CRM
  • Store quotes
• Nice interface
• Voicemail drop
• Auto-note pop-up
• Rolling history
• Pinned Note
• Schedule SMS
• Edit/Stop sequences easily
• Custom fields
• Opportunity pipeline
  • Edit opportunities via pop-up window
  • Stay in the pipeline screen
  • Color-coded deals
  • Multiple pipelines
  • Change views between card and table

• Inbox color-coded—Low, Medium, High
  • Task view
  • Calendar view
  • Rolling list view
• Template creation is easy
  • SMS
  • Email
• Sequences
  • Internal and external
  • Automated and manual
  • Chrome plug-in for LinkedIn sales outreach
  • Embed video in emails
• Done-For-You data migration
• Big in the MLM space and home healthcare
• Mobile app rolling out in Feb 2020
• Pricing
  • Flat rate per user
  • No pricing for contacts
• Heavy on support

Get all of the show notes for every episode of The Sales Podcast with Wes Schaeffer, The Sales Whisperer®.

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Check out early episodes of The Sales Podcast:

• Episodes 1 to 10.
• Episodes 11 to 20.
• Episodes 21 to 30.
• Episodes 31 to 40.
• Episodes 41 to 50.