[MUSIC] Before the iPhone phones did one thing, they made phone calls. Phones were phones, music players played music and you could only surf the web sitting down at a computer. Then Steve Jobs walked on stage in 2007 and the world changed forever. In the world of sales we're going through the same seismic shift. Imagine every activity you'd ever want to do as a sales rep and put it all in one smart, integrated, and easy to use package. This is Sales Engagement. Hi, I'm Eric and in this video I'll be introducing you to the magic of the Sales Engagement tool. By the end of this video you'll be able to outline the overall function and importance of Sales Engagement tools in the SDR tech stack. And explain how SDRs use Sales Engagement tools for outreach management and activity execution, as well as prospect management and organization. Let's get at it. Sales Engagement tools are the backbone of the modern sales development tech stack. As an SDR, your day will revolve around this tool and using it effectively can make or break you. Besides your CRM, Sales Engagement is the most important part of your toolkit. In fact, Sales Engagement and CRM technologies, such as Salesforce, integrate so closely together that you may not even be able to tell where one stops and the other begins. In your Sales Engagement tool you will store templates for emails, sync contact notes in history to and from your CRM, design multi-step, multi-channel outreach campaigns, and execute the majority of your day today activity. Sales Engagement tools are built with two core ideas in mind, to accelerate your activity and organize you and your team. These two tenants are accomplished through outreach management and prospect management. As an SDR, you will use your Sales Engagement tool for outreach management and activity execution. One of the most powerful aspects of a Sales Engagement tool is its ability to perform multiple types of activity directly from a single interface. Want to send an email? Type and schedule its send time directly from the same page as your research notes on your prospect. want to call someone? Click the phone number, hear the dial begin. Think you should send a LinkedIn connection request? Mail them a GIF? It's all possible within your Sales Engagement tool. Because you're multi-channel campaigns will run through this tool, the section of the interface you're likely to spend the majority of your day in is the Tasks page. This is where all the activity you need to complete for the day will be organized. Each step of a multi-channel campaign that requires input from you, which would be most if you're properly personalizing your outreach, will show up here as well as one off activities you have planned. This is what is referred to as outreach management. By using your Sales Engagement tool, you can keep track of who you need to reach out to and when and through what channel. So you never let a prospect be forgotten or lose track of your sequence. Lastly, you'll be able to easily see open and response rates and create AB tests to evaluate how well your strategy is working and make easy adjustments. SDRs also use Sales Engagement tools for prospect management and organization. With all of your activities easily organized through the outreach management functionality, you'll also be able to keep track of your top accounts and prospects directly through the same tool. All of your outreach history, including emails, call recordings, LinkedIn messages, and notes, will be accessible through the Sales Engagement tool. So you can see exactly what you have said previously to any prospect as well as anyone else on your team who's tried to get in touch with the prospector account. This information sinks bi-directionally from the CRM, ensuring everything is up to date at all times. A Sales Engagement tool also keeps teams organized with features that warn or prevent you from making mistakes like working within another SDR's territory or creating duplicate accounts or prospects in the system. For example, a default rule in Sales Engagement tools is no prospect can be in two sequences at one time. This helps keep you from reaching out to someone twice, and will also keep other SDRs in marketing from accidentally running multiple campaigns on the same prospect at one time. As Sales Hacker notes, the Sales Engagement tool supercharges SDR productivity, accelerates their workflow, and helps drive increased revenue. As the backbone of any modern sales development tech stack, this Sales Engagement tool integrates seamlessly with a CRM like Salesforce. Enabling a vast array of functions, including storing templates for emails, syncing contact notes in history to and from your CRM, designing multi-step multi-channel outreach campaigns, and executing the majority of your day today activity. Sometimes I wonder how sales reps ever lived without one. [MUSIC]