What is Sales Engagement?

June 23, 2023

Sales engagement is the process of equipping sellers with access to relevant content so they can effectively and autonomously engage prospects and customers to the point of conversion.

In the video you will learn:

What sales engagement is
Why sales engagement matters

What is Sales Engagement?

In the video you will learn:

What is Sales Assist?

Preparing for Sales Assist

Sales Assist Installation and Setup

Installing the Sales Assist Extensions

Users & Permissions in Sales Assist

Using Segmentation to Build Your Tagging Structure

Setting Up Your Tags in Sales Assist

Creating Sales Assist Templates

Creating a Digital Sales Room (DSR) with Sales Assist

Creating Digital Sales Rooms (DSRs) with the Chrome Extension

Creating Digital Sales Rooms (DSRs) with the Outlook Plugin

Personalizing a Digital Sales Room (DSR)

Sharing a Digital Sales Room (DSR)

Managing Digital Sales Rooms (DSRs)

Monitoring Account Activity in Sales Assist

Monitoring Sales Team Activity in Sales Assist