Leading Sales Intelligence and Engagement Platforms 2024
By Danylo Proshchakov
| 24. September 2024 |
Sales
By D. ProshchakovDanylo Proshchakov
| 24 Sep 2024 |
Sales
    By D. ProshchakovDanylo Proshchakov
    | 24 Sep 2024
    Sales

    Leading Sales Intelligence and Engagement Platforms in 2024

    As organizations set their sights on global expansion and establish a robust presence in diverse markets, the role of a high-performing sales team becomes more crucial. This way, you can deliver an omnichannel experience, increase sales activity, and achieve company targets, faster.

    To empower sales teams, businesses are turning to cutting-edge sales intelligence and engagement platforms. This shift is clearly having an impact, as 85% of sales reps using these technologies report that it makes their prospecting efforts more effective. 

    We’ve curated a list of the top sales intelligence and engagement platforms for 2024, so you can focus on closing deals rather than combing the internet for the best solutions. 

    Key takeaways: 

    • There are various top sales intelligence and engagement tools, such as Apollo.io for AI-driven prospecting and ZoomInfo for B2B data. Each tool has its strengths, offering specialized features for different sales needs.
    • Sales teams can enhance their efficiency by using platforms with advanced features like Intelligent Call Routing and Automated Workflows.
    • CloudTalk is highlighted for its ability to significantly boost sales productivity and effectiveness. Its AI-powered insights and global reach improve customer interactions and sales performance.

    Boost your your sales outcomes by 2.5X with CloudTalk

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    1. The Best Sales Intelligence and Engagement Platform for B2B Business: CloudTalk 

    CloudTalk is an integrated AI business calling software that lets sales and customer service teams enhance customer interactions and improve sales performance. It offers real-time insights, global reach, and seamless integrations to empower sales professionals with the information they need to drive revenue

    Key Features:

    • AI-powered Conversation Intelligence for real-time insights
    • Real-Time Dashboard for performance monitoring and visibility
    • Call center analytics software for in-depth performance visualization
    • 160+ International Numbers for global outreach
    • Integrations with major CRM and helpdesk systems (Salesforce, HubSpot, Zendesk)
    • Call Masking for privacy and professionalism
    • Intelligent Call Routing based on agent skills and availability
    • Advanced call center monitoring and Call Recording capabilities
    • Sentiment Analysis to understand the customer experience
    • Talk/Listen Ratio for improved sales outcomes
    • Power Dialer and Smart Dialer for efficient outbound calling
    • IVR (Interactive Voice Response) for improved call flows
    • Click-to-call functionality for seamless CRM integration
    • Callback feature to redial any missed or unanswered calls and distribute them across available agents evenly
    • SMS/Text messaging capabilities for multi-channel engagement
    • Call queuing and routing for optimized sales team efficiency

    Top Benefits:

    • Enhances sales intelligence by providing AI-driven insights into customer interactions
    • Improves global sales reach by offering local presence in 160+ countries, increasing pick-up rates, and establishing trust with international prospects
    • Boosts sales productivity through seamless CRM integrations, automating data entry and providing a holistic view of customer interactions across channels
    • Improves call center performance through targeted coaching and professional development with detailed call analytics and AI-generated conversation summaries
    • Ensures high-quality customer interactions with guaranteed low latency (<20ms) and minimal jitter (<1ms), facilitating clear communication crucial for sales success
    • Accelerates sales processes by saving up to 3 minutes per call through automated dialing and workflow facilitation, allowing reps to focus on high-value sales activities
    • Improves customer engagement with personalized interactions, leveraging AI insights to tailor conversations 
    • Enhances sales team efficiency through intelligent Call Routing and Queuing, ensuring the right rep handles each call
    • Facilitates seamless omnichannel engagement with integrated voice, SMS, and CRM capabilities, providing a unified view of customer interactions
    • Enables quick deployment and adoption with a user-friendly interface that requires minimal training, so sales teams can start seeing benefits almost immediately

    Who’s It For?

    B2B sales and customer service teams of all sizes seeking to leverage advanced call analytics and global communication capabilities.

    Pricing

    • Starter: $25 per user/month. Includes 500 minutes, international numbers, and basic call tools. 
    • Essential: $30 per user/month. Includes Starter, plus extra customer support and advanced analytics.
    • Expert: $50 per user/month. Includes Essential, plus added integrations and extra call features.
    • Custom: Custom pricing. 

    Discover the Future of Conversations

    Our Key Criteria for Sales Intelligence and Engagement Tools

    We’ve chosen the top tools for sales intelligence and enablement based on the following criteria: 

    • Global communication capabilities
    • High-quality call experience
    • AI-powered conversation intelligence
    • Seamless CRM integration
    • Advanced call routing and management
    • Omnichannel engagement capabilities
    • Robust analytics and reporting
    • User-friendly interface
    • AI-driven automation
    • Customization and flexibility
    • Security and compliance
    • 24/7 customer support
    • Cost-effectiveness

    The following tools have been analyzed and compared based on the above-mentioned features and functionality, so you can rest assured you’re in good hands—no matter which software you choose. 

    Let’s dive in: 

    Best Sales Intelligence Software Solutions

    As mentioned above, CloudTalk is our top choice for sales intelligence due to its advanced Integration and Call Monitoring features. But if you’re looking to explore your options, check out our shortlist below.

    2. Apollo.io

    Apollo combines AI-driven prospecting, sales engagement, and deal management. The platform is powered by its Living Data Network of 275M contacts and 73M accounts—claiming 97.5% email accuracy.

    Key Features:

    • 65+ filters for targeted list building, enriched by 15k daily intent signals
    • Chrome extension for instant insights on LinkedIn, Salesforce, and company websites
    • Identify stakeholders and track account-wide engagement
    • Reveal anonymous website visitors and their browsing patterns
    • Built-in scheduler with pre and post-meeting insights
    • AI transcription and analysis of sales calls
    • Streamline lead capture and routing with automated form enrichment

    Top Benefits:

    • AI recommends high-value prospects by analyzing past successes
    • Intent data and visitor tracking enable timely, relevant outreach
    • Unified platform streamlines workflow from prospecting to closure
    • Cross-channel engagement tracking provides comprehensive prospect view
    • AI-extracted call insights facilitate team-wide performance improvement

    Who’s It For?

    B2B sales teams, marketers, and revenue operations professionals seeking data-driven growth.

    Pricing: 

    • Free: Includes unlimited Email Credits, 60 Mobile Credits/year, 100 Export Credits/year
    • Basic: $49/month. Includes unlimited Email Credits, 900 Mobile Credits/year, 3,000 Export Credits/year
    • Professional: $79/month. Includes unlimited Email Credits, 1,200 Mobile Credits/year, 24,000 Export Credits/year
    • Organization: $119/month. Unlimited Email Credits, 2,400 Mobile Credits/year, 48,000 Export Credits/year

    3. LinkedIn Sales Navigator

    LinkedIn Sales Navigator is an advanced sales intelligence and prospecting tool. It leverages LinkedIn’s vast professional network data to help sales professionals identify, connect with, and engage potential buyers more effectively.

    Key Features:

    • Executive alerts for decision-maker changes
    • Buyer intent signals with account ranking
    • InMail messaging for direct communication
    • Account prioritization based on connections and opportunities
    • Relationship Explorer with TeamLink for warm introductions
    • Relationship Map for visual stakeholder mapping
    • CRM integrations for data synchronization
    • Advanced search filters (e.g., Current Company, Past Company, Personas)
    • Account Insights page with company growth trends and hiring data
    • AI-powered Account IQ for deep account understanding

    Top Benefits:

    • Increases connections with decision-makers with advanced search filters and alerts 
    • Improves InMail acceptance rates with targeted outreach based on the prospect’s demonstrated interest
    • Enhances deal closure probability through multi-threading and reducing dependency on a single POC
    • Enables quick action on time-sensitive opportunities through real-time alerts
    • Helps engage with buyers by showing intent signals and personalized insights

    Who’s It For?

    B2B sales professionals, account managers, and sales teams looking to improve prospecting, account management, and relationship-building capabilities.

    Pricing:

    • Sales Navigator Core: $99.99/month or $959.88/year
    • Sales Navigator Advanced: $169.99/month or $1,620.00/year

    3. ZoomInfo

    ZoomInfo is a B2B intelligence platform with advanced prospecting tools, sales automation, and buyer intent signals. It empowers sales and marketing teams to maximize productivity, accelerate their pipeline, and increase revenue potential. 

    Key Features:

    • Extensive B2B contact database 
    • Buyer intent tracking and website visitor identification
    • Conversation Intelligence for call and meeting analysis
    • Sales automation with multi-touch cadences
    • AI-powered ZoomInfo Copilot for engagement optimization
    • Customizable workflows for automated outreach
    • Integrations with major CRM and marketing platforms

    Top Benefits:

    • Accelerated outbound lead generation with access to decision-makers 
    • Enhanced sales efficiency via AI-driven insights on conversation analysis and automated engagement workflows
    • Increased conversion rates through personalized outreach based on buyer intent signals
    • Better customer retention and growth through comprehensive interaction analysis and multi-step cadences

    Who’s It For?

    B2B sales teams and leaders responsible for prospect identification, engagement, and customer growth across various industries.

    Pricing

    • Custom pricing

    4. LeadIQ

    LeadIQ is a comprehensive sales intelligence and prospecting platform designed to streamline the pipeline generation process for B2B sales teams. It offers real-time contact data, AI-powered email personalization, and integrations with popular CRM and sales engagement tools.

    Key Features:

    • Chrome Extension for real-time contact data on LinkedIn and LinkedIn Sales Navigator
    • One-click prospect list curation and management
    • AI-powered email generator supporting five languages (English, Spanish, French, German, Italian)
    • Account and contact tracking with customizable buying signal alerts
    • Direct integrations with CRMs (Salesforce, HubSpot) and sales engagement platforms (Outreach, Salesloft, Gong)
    • On-demand and scheduled CRM data enrichment with custom workflows

    Top Benefits:

    • Provides accurate, real-time contact data directly within LinkedIn, eliminating the need for manual research
    • Improves outreach effectiveness through AI-generated, hyper-personalized emails based on data points and specific value propositions
    • Enhances data accuracy and completeness in CRM with instant and scheduled enrichment options
    • Increases sales opportunities by tracking and alerting on critical buying signals allowing for timely outreach
    • Streamlines workflow efficiency by integrating with existing sales tech stacks, enabling one-click data push to CRM and sales engagement platforms
    • Facilitates high-potential account targeting and management through customizable account and contact tracking features

    Who’s It For?

    SDRs, sales representatives, and revenue operations teams in B2B companies looking to enhance their prospecting efficiency, improve data accuracy, and personalize outreach at scale.

    Pricing:

    • Free: 50 verified work emails/month, 5 mobile phone numbers/month, 40 email generations/month, 10 accounts tracked
    • Essential: $36/month – 1000 verified work emails/month, 50 mobile phone numbers/month, 100 email generations/month, 50 accounts tracked
    • Pro: $79/month – 2,000 verified work emails/month, 100 mobile phone numbers/month, 500 email generations/month, 300 accounts tracked
    • Enterprise: Custom pricing – Unlimited targeted prospecting, 200 mobile phone numbers/month, 2,000 email generations/month, 300 accounts tracked

    Best Sales Engagement Platforms

    When it comes to optimizing sales engagement, finding the right tool can make all the difference.  

    Take it from Elay Sasson, Call Center Sales Manager at MyHeritage: ‘We were using another [calling] solution before but it was very clunky and hard to use. We needed something that was more streamlined and user-friendly, and CloudTalk fits the bill perfectly.’ 

    The transition to CloudTalk led MyHeritage to an increase of 49% in outbound calls within three months and a 21% reduction in missed calls. 

    Apart from Cloudtalk, here are a few more tools you could check out for your organization: 

    2. Salesloft 

    SalesLoft is an AI-powered revenue engagement platform that combines buyer signals, conversation intelligence, and sales analytics to optimize the entire sales process from prospecting to closing deals.

    Key Features:

    • AI-powered signal-to-action engine
    • Multi-language conversation intelligence (6 languages)
    • Automated CRM sync with in-line deal editing
    • Advanced deal analytics with Conductor AI
    • Qualification frameworks (MEDDICC, ICED) integration
    • Pipeline visibility dashboard with week-to-week tracking
    • AI-powered forecasting with 20+ factors analysis
    • Unified note-taking workflow for coaching

    Top Benefits:

    • AI identifies and focuses on high-potential opportunities
    • Provides relevant call recordings and insights directly in workflow for tailored follow-ups
    • Real-time insights for timely and appropriate customer interactions
    • Distills thousands of conversations into key takeaways for targeted training
    • Leverages advanced deal analytics to keep sellers focused on high-converting opportunities
    • Combines AI-powered and rep forecasts with closed-won data to validate predictions
    • Integrates qualification frameworks directly into workflow for consistent execution
    • Enables immediate identification and addressing of pipeline risks within the platform

    Who’s It For?

    B2B sales teams, revenue operations, and sales leaders looking to increase pipeline predictability, improve sales performance, and enhance customer engagement throughout the sales cycle.

    Pricing:

    While the plans are readily available on the website, you need to book a sales demo to get a custom quote. 

    • Essentials: Includes pipeline generation, rep coaching
    • Advanced: Includes all essential features. Adds full customer lifecycle workflows, conversation intelligence, opportunity management
    • Premier: Includes all advanced features. Adds forecasting & revenue management

    3. Salesforce

    Salesforce Sales Engagement is a comprehensive platform designed to accelerate the inside sales process by providing a high-productivity workspace within the Salesforce CRM. It offers a range of tools to streamline prospect outreach, automate tasks, and provide AI-driven insights.

    Key Features:

    • Cadence builder for creating consistent outreach sequences
    • Work queue for prioritized task management
    • Sales dialer integration for seamless calling
    • Quick cadences and automated actions for efficiency
    • Ai-powered buyer assistant for lead generation and qualification
    • CRM analytics-powered performance dashboards
    • Email productivity tools with tracking and automation
    • Customer signals for call insights and analysis
    • Automated transcripts with action item generation
    • Best practice call playlists for training and coaching

    Top Benefits:

    • Accelerates sales processes by unifying all communication channels and tasks into a single, prioritized work queue
    • Improves prospect engagement through AI-recommended next best actions and personalized outreach
    • Enhances sales team productivity by automating repetitive tasks like email follow-ups and meeting scheduling
    • Facilitates consistent sales processes across the team with manager-created cadences, ensuring best practices are followed and reducing onboarding time for new reps
    • Boosts lead quality and conversion rates by replacing traditional web forms with AI-powered conversations, providing immediate value to potential customers
    • Enables data-driven decision-making and coaching through comprehensive analytics and call insights, helping managers identify and replicate successful strategies

    Who’s It For?

    Inside sales teams, sales managers, and organizations looking to optimize their sales processes, improve productivity, and increase conversion rates within the Salesforce ecosystem.

    Pricing:

    • Sales Engagement: $50/user/month. Includes sales cadences, work queue, lead scoring, einstein conversation insights, buyer assistant, and Einstein activity capture 

    4. Reply.io

    Reply is an AI-powered sales engagement platform that combines outbound automation, inbound lead nurturing, and AI-driven prospecting to streamline the sales process and increase conversion rates.

    Key Features:

    • AI SDR Agents for automated prospecting
    • AI Chat for website lead conversion
    • Multichannel sequences (email, LinkedIn, calls, SMS, WhatsApp)
    • B2B data enrichment
    • Email deliverability optimization tools
    • CRM integrations
    • Advanced roles and permission sets
    • Comprehensive reporting for agencies
    • Automation triggers for complex, branched sequences

    Top Benefits:

    • Saves time by automating repetitive tasks, helps sales reps to focus on closing deals
    • Increases lead generation through AI-powered website chat, converting traffic into booked meetings
    • Improves outreach effectiveness by personalizing messages across multiple channels to key decision-makers in target accounts
    • Boosts email deliverability through optimized domain settings and spam reduction techniques
    • Facilitates collaboration and performance tracking with role-based access and detailed reporting.
    • Enables complex, adaptive outreach strategies using trigger-based automation for personalized prospect journeys

    Who’s It For?

    Sales teams, SDRs, and business development professionals looking to automate and optimize their outreach processes, particularly those focused on B2B sales and account-based strategies.

    Pricing:

    • Email Volume: $29/month. For scaling outreach, 1000 active contacts/month, Email Automation, Unlimited contact storage
    • Multichannel: $53/month per user. For all-in-one prospecting, Unlimited Active contacts, Multichannel automation, Unlimited sequences/user
    • Agency: $166/month. For outreach on behalf of clients, Unlimited clients, Email Automation, Unlimited sequences

    5. Groove by Clari

    Groove by Clari is a sales engagement platform designed to integrate seamlessly with existing workflows, providing real-time CRM updates, engagement history, and revenue-critical alerts across various work environments.

    Key Features:

    • Real-time Salesforce updates from any work environment
    • Customizable engagement flows and CRM field mapping
    • Multi-step Flows for automated prospecting across channels
    • Clari Copilot with AI-powered conversation intelligence
    • Real-time battlecards and monologue alerts
    • RevAI for automated call summaries and next steps
    • Integration with Slack and Microsoft Teams

    Top Benefits:

    • Improves data accuracy through real-time CRM updates, for informed decision-making
    • Enhances prospecting efficiency with personalized, multi-channel automated Flows, enabling consistent follow-up at scale
    • Boosts win rates by providing real-time battlecards and alerts during calls, helping reps navigate objections effectively
    • Accelerates deal closure by delivering AI-generated call summaries and next steps directly to collaboration tools, streamlining follow-up actions
    • Enables data-driven coaching through game tapes of successful calls, allowing teams to replicate winning behaviors
    • Consolidates revenue processes on a single platform, providing a holistic view of deals and forecasts for more accurate revenue management

    Who’s It For?

    Sales teams and revenue operations professionals looking for a flexible, customizable solution that adapts to their unique sales processes and CRM configurations.

    Pricing:

    • Custom pricing

    Do More Work That Impacts Your Bottomline With CloudTalk

    Sales intelligence and engagement platforms are crucial for modern businesses, streamlining communication, automating tasks, and providing valuable insights to boost sales performance and efficiency.

    While platforms like Apollo excel in AI-driven prospecting and ZoomInfo offers extensive B2B data, CloudTalk stands out as the best all-in-one solution for both sales intelligence and engagement.

    CloudTalk’s Real-Time Analytics, intelligent Call Routing, and Omnichannel Capabilities help you optimize sales processes, personalize customer engagements, and ultimately close more deals—with an average ROI of 2.5X.

    Lower call times by 50% with CloudTalk