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Glosario
Compass - El único glosario de ventas que necesita
A sales engagement platform is a tool that helps sales teams manage and automate their outreach across channels like email, phone, social media, and SMS.
It streamlines repetitive tasks, improves response timing, and ensures consistent, personalized engagement throughout the sales cycle.
Unlike CRMs, which are built for data management, sales engagement platforms are designed to power real-time communication and deal progression.
Una plataforma de compromiso de ventas (SEP) es una herramienta innovadora diseñada para revolucionar la forma en que los equipos de ventas interactúan con los clientes potenciales y los clientes a lo largo del proceso de ventas.
Al integrar los canales de comunicación, los flujos de trabajo y los análisis en una interfaz única y cohesionada, los SEP permiten a los profesionales de ventas racionalizar sus esfuerzos de divulgación, garantizando una relación más coherente y significativa con los compradores potenciales.
A common example of a sales engagement is a personalized email sequence sent to a prospect after they download a whitepaper.
Using a sales engagement platform, a rep can automate this outreach—starting with a thank-you email, followed by tailored messages addressing the prospect’s specific challenges and offering solutions.
This type of multi-touch, data-driven interaction—often supported by a sales intelligence and engagement platform—ensures consistent follow-up, personalized content, and timely engagement.
It can also track open rates, responses, and behavior, helping reps refine their approach and move deals forward efficiently.
A sales engagement platform is vital for today’s sales teams looking to stay competitive and efficient. Here’s why:
The best sales engagement platforms combine automation, personalization, and analytics to help teams close more deals faster.
You should use a sales engagement platform when managing multiple leads, running outbound campaigns, or scaling sales operations. They’re especially useful when timing, personalization, and consistency matter—such as in cold outreach, follow-up sequences, or nurturing mid-funnel prospects.
A sales engagement platform typically sits between your CRM and communication tools. It integrates with your CRM to sync data and uses multiple outreach channels to execute and track interactions.
The best sales engagement platforms also offer sales intelligence, helping reps prioritize leads and tailor messaging based on behavior or intent.
A sales engagement platform (SEP) and a CRM serve different roles in the sales process. CRMs manage customer data and track long-term interactions, while SEPs focus on active, real-time engagement.
In short, CRMs provide a big-picture view, while SEPs—especially the best sales engagement platforms—enable tactical execution. A sales intelligence and engagement platform combines both insights and action for better results.
It works by automating and managing touchpoints across the buyer journey.
A sales intelligence and engagement platform simplifies and accelerates the sales cycle by:
With the right sales engagement platform, modern teams can execute faster, engage smarter, and sell better.
