Sales Engagement Software

Track your sales with Convin’s AI-powered Sales Engagement Platform

Track your sales reps' daily activities, sales performance, and sales pipeline with Convin

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Building lasting customer relationships is every organization’s goal. Building long-lasting relationships with customers open the door to future opportunities, cross-sell or up-sell opportunities, and evidently loyalty.

Did you know that Loyal customers are five times more likely to purchase again and four times more likely to refer a friend to the company?

More sales!


That is why more and more companies are upping their customer engagement strategy and even mining crucial business insights from their customer engagement to convert more leads.

Customer-centric companies are 60% more profitable than companies that don’t focus on customers. - Forbes

A scalable sales engagement platform helps in mining crucial business insights and enables sales reps to better engage with customers, which in turn drives sales and revenue.

Let’s deep dive into it.

What is Sales Engagement software?

Before we get into sales engagement software, let us tell you what you mean by sales engagement.

“Sales engagement is basically any form of conversation your sales team has with your prospects and customers. These conversations are in the form of emails, messages, phone calls, video conference, meetings, and social media reach out.

And a Sales Engagement software helps your sales team better understand your prospects, customers, and pipeline to engage with them better and lead them through the sales funnel.

Sales reps use one tool to engage, another to extract meeting data, and another for managing and storing the data. Toggling between different platforms leads to a lot of time wastage. Sales engagement software makes it possible for your sales team to save time as all they have to do is make the call, and the rest; transcribing, analyzing, and storage is taken care of by it.

Let’s see in detail why you need sales engagement software.

5 Reasons your business needs a sales engagement platform

Even after knowing what a sales engagement platform can do, are you still wondering if your business requires a sales engagement platform?

Let us give you a few reasons to ponder on:

◼️ Record, Transcribe and Analyze your sales engagement

Convin’s Sales engagement platform integrates with your sales calls platforms and records the entire conversation for transcribing and analyzing it for important business insights like sales intelligence, market intelligence, and even sales reps’ responses and performance.

◼️ Transparent Pipeline

I have bad news; your CRM is not enough for managing and tracking your sales pipeline.

A sales rep, in the end, is human, and humans are susceptible to errors. They forget and miss out on adding the entire meeting notes and insights in the CRM, which leads to you missing out on the crucial deal and pipeline data. But a sales engagement software can surely help you with this. 

As we just saw how a sales engagement software records and transcribes the entire sales conversation, it also automatically logs the insights along with the recording in the CRM, making the sales pipeline transparent. You can alternatively check the pipeline progress even on the sales engagement platform.

◼️ Create Sales playbook

Apart from getting crucial business insights, you can even use sales engagement software to create sales call playbooks for sales training and coaching.

One of our fast-growing startup clients was facing the challenge of coaching and training their new sales hires. They incorporated Convin’s sales engagement platform to accelerate the sales call recording and reviewing process. 

They didn’t expect that by using Convin, they could create sales call playbooks and share them with their new hires. This task initially took a lot of time, especially searching for recordings in the drive, but now they could easily share the files, and reps could go through the recordings and call scripts for training. 

And this is not the best part; the best part of Convin’s incorporation was that now sales reps were ramping up in half the time than before.

Amazing right?

◼️ Customer-centric business strategy

As we just saw using a sales engagement platform you can uncover crucial customer intelligence, market trends, and deal intelligence. You can even evaluate your sales reps' performance by tracking their performance score based on their talk ratio, interruptions, soft skills, and responsiveness.

You can use these two insights and compare them to see the impact of your current customer engagement strategy on customers and sales numbers for revamping it for maximum ROI.

◼️ Close all Outreach

With sales engagement software you can uncover customer touchpoints throughout the sales funnel and unwrap winning talk tracks, and optimal positioning, and use it to optimize your sales and marketing messaging that actually resonates with your customers.

Now that we know how a sales engagement software can help your business let's see how does it work:

How does the Sales Engagement platform work?

Convin’s sales engagement platform is easy to deploy and easier to use. 

Step 1: Integrate
Convin easily integrates with your calendar, dialers, cloud telephony system, video conferencing platform, Slack, CRM - basically your entire sales stack

Step 2: Record 
Then it starts eavesdropping on your conversations and even records them - how shameless?

Step 3: Transcribe
After recording the call, Convin transcribes the entire conversation - that means no more note-taking.

Step 4: Analyze
Convin analyzes and then highlights for you the call insights; topics discussed, queries, feedback, call performance score, soft skills, actionable items, etc.

Step 5: Share
Remember integration with your Slack. and CRM?

Covin easily shares the insights directly to mail, Slack, and logs the data in the CRM

Convin, your team’s Sales Engagement platform

Firstly, signing up on Convin is as easy as signing up on Spotify. Once you sign up, Convin automatically integrates with your sales stack by using a secure API key exchange.

After that, it starts uncovering crucial meeting intelligence topics, actionable items, customer queries, feedback, competitors intelligence, and sales reps' performance from your sales engagements. And then, it sends the insights directly into the inbox of the sales leaders to take action when the deal is still on the table or spot any future pipeline crisis. 

The sales engagement platform also uncovers what your top performers are doing differently, so you can customize your sales engagement strategy for winning every deal.

Sales Engagement software for winning sales team

Uncover crucial sales engagement insights with Convin

Real-time sales engagement insights
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