Unsure of which sales engagement platform to choose for your business?You’re not alone!

Many businesses face this same challenge when it comes to choosing the right CRM or sales engagement platform. It can be tough to decide which one is best for your company’s needs.But don’t worry, we’re here to help.

In this guide, we’ll compare three of the most popular sales engagement platforms on the market today: HubSpot, Salesforce, and Pipedrive.

We’ll take a look at each of these three sales engagement software and their features and pricing, so you can make an informed decision about which one is right for you.

What are Sales Engagement Platforms?

A sales engagement platform is a CRM or customer relationship management tool that helps sales teams manage their relationships with customers and prospects.

These platforms help salespeople track their interactions with leads and customers, automate repetitive tasks, and use data to improve their sales strategies.

Sales engagement platforms can also include features like email automation, sales intelligence, and lead scoring.

Why Use a Sales Engagement Platform?

There are many reasons why businesses choose to use sales engagement platforms.

Sales engagement platforms can help sales teams close more deals by providing them with the tools they need to manage their sales pipeline and nurture relationships with leads and customers.

These sales enablement tools can also help businesses save time by automating repetitive tasks like emailing and follow-ups.

Additionally, sales engagement software can help businesses improve their sales strategies by providing them with data and insights into their sales process.

Finally, a sales engagement tool can help businesses improve their customer relationships by providing them with the customer success features they need to manage customer interactions and support.

Sales Engagement Platform #1: HubSpot

Trusted by more than 135,000 working professionals in well over 100 countries, HubSpot is one of the best sales engagement platforms out there.

The company’s sales technology and customer success solutions are used by some of the biggest brands in the world, including Zapier, Wistia, Vacasa, Casio, and the Linux Foundation.

Sales Features

HubSpot offers its sales enablement features through its product called Sales Hub. Let’s take a look at the key features the Sales Hub has for sales leaders to cut down the length of their sales cycle and get more revenue out of it.

  • Sales automation: From personalized emails to task reminders, using automation will free up the schedule of your sales reps so they can spend more time on lead nurturing and customer engagement.
  • Call tracking: What’s on the agenda today as far as sales go? HubSpot’s Sales Hub offers a call tracking feature (free) that will indicate which calls should take priority. You can also make calls from HubSpot CRM.
  • Meeting scheduler: A sales rep can’t afford to be double-booked. The meeting scheduler in the HubSpot Sales Hub makes it easy for sales reps to stay on top of their calendars. Send invite links for appointments and sync up meetings with an Office 365 or Google calendar.
  • Payments: Within HubSpot’s free CRM is a payment feature for B2B and B2C businesses alike. Expand on the ways your company accepts payments, including digital payments.
  • Quotes: “How much does that cost?” The next time a customer or prospect asks, it will be HubSpot’s quote software to the rescue. Generate instant quotes in this software and collect payments and e-signatures.
  • Sales Management Playbook: Having an actionable sales strategy is key to customer success. HubSpot’s Sales Management Playbook provides call scripts, sales coaching for new hires, and other assistance that makes creating a working sales playbook convenient and easy.
  • Predictive lead scoring: Which leads will become customers? It can be far less of a guessing game with HubSpot’s predictive lead scoring. This sales engagement software will determine which leads are the most qualified so your sales team does not waste time on calls that are unlikely to get conversions.
  • Pipeline management: Making deals as quickly as they pop up is easy when you use HubSpot’s free CRM. You can customize your sales pipeline, review prospect and customer progress through the pipeline, assign tasks, and close deals.
  • Sales reporting: HubSpot’s sales reporting and analytics feature is transparent and data-rich to derive the most insights into how your small business sales campaigns are doing.
  • Mobile CRM app: Sales reps don’t always work at an office. When their job has them on the go, HubSpot’s mobile CRM will allow your sales team to track deals in progress, closed deals, and current tasks.

Pricing

Hubspot pricing calculator

HubSpot’s sales engagement platform Sales Hub is available in one of three pricing plans.

The Starter plan is $50 per month for two paid users only. The Professional plan costs $500 per month for five paid users. Finally, the Enterprise plan is $1,200 a month for 10 paid users.

You can add more users to any plan for an additional fee.

So what do you get in each plan? The Starter plan includes meeting scheduling, one-to-one emails, Live Chat, conversation routing, task queues, and goals.

By upgrading to the Professional plan, you gain access to sales analytics, sales automation, teams, custom reporting, record customization, and sales forecasting.

The Enterprise plan is the most comprehensive. You can use all the above features as well as hierarchical teams, custom objects, sales playbooks, conversation intelligence, and predictive lead scoring.

Sales Engagement Platform #2: Salesforce

salesforce Customer 360

Another major sales engagement platform is Salesforce CRM.

Founded in 1999, Salesforce specializes in sales solutions for industries such as consumer goods, manufacturing, communications, life sciences and healthcare, financial services, and the public sector.

Salesforce’s sales engagement platform includes features like sales intelligence, automation, lead management, and customer relationship management.

Sales Features

Let’s see how Salesforce can help your sales operations.

  • Contact management: Keeping your contacts managed is easy with a powerful sales tool like Salesforce on your side. You can review key contacts and ongoing internal discussions, customer communication records, and activity history.
  • Automation: Generate workflows, receive email alerts, and track activities automatically with Salesforce’s robust and easy-to-use automation software. Their drag-and-drop automation builder makes things super easy.
  • Opportunity management: You’ll produce your most robust, detailed customer sales funnels yet with opportunity management features. When tasks, quotes, and assignments crop up in real-time, your sales reps never have to miss a thing.
  • Sales forecasting: Salesforce will predict what’s next for your sales pipeline by reviewing your small business KPIs. The accuracy of the predictions allows you to hinge your sales goals on these outcomes.
  • Mobile CRM: As HubSpot has a mobile CRM app, so too does Salesforce. You can review current CRM data, edit and update your customer data, and manage your Salesforce CRM all on the go.

Pricing

salesforce sales cloud pricing

With Salesforce, you have four plans to choose from. The Essentials plan costs $25 per month per user when billed annually.

The Professional plan is $75 per month per user, the Enterprise plan is $150 per month per user, and the Unlimited plan costs $300 per month per user.

The Essentials plan comes with these standard features:

  • Salesforce Mobile App
  • Outlook or Gmail integration
  • Opportunity management
  • Lead management
  • Contact management
  • Account management

By purchasing the Professional plan, you can use the above features as well as collaborative forecasting, rules-based lead scoring, and lead registration.

The Enterprise plan adds approval and workflow automation to your feature set in addition to everything else listed above.

Should your company have the budget for the Unlimited plan, you gain access to the entire (and impressive) roster of Salesforce sales features, including 24/7 support.

Sales Engagement Platform #3: Pipedrive

Pipedrive new

The third and final sales engagement platform we are listing today is Pipedrive. This cloud-based sales CRM software also offers sales pipeline management tools.

Pipedrive has an audience of users nearly as big as HubSpot — as more than 100,000 sales professionals rely on Pipedrive in over 170 countries. That’s impressive considering that Pipedrive is a much newer company that was founded in 2010.

Sales Features

Let’s see how Pipedrive can help improve your customer interaction quality and sales productivity.

  • Lead generation: The job of collecting and quantifying leads is never complete. With Pipedrive on your side, you can track where leads are coming from and better understand who may become your customers.
  • CRM: Pipedrive is a unified platform for increasing and nurturing your leads, increasing small business sales, automating routine sales duties, collaborating among the sales team, and reviewing insights. Their CRM is free.
  • CRM email tracking: Your sales team will be privy to which leads and customers are opening emails with Pipedrive’s smart CRM email tracking feature. Within this software, you can also sync and schedule emails. The CRM email software integrates with Google Maps for creating an informative contacts map.
  • Customization: Pipedrive gives its users the freedom to customize the software as they see fit. From custom email templates to custom dashboards, quotes, and custom reports, these services can be tailored to your small business needs.
  • Sales automation system: The sales automation system included in Pipedrive’s sales engagement platform uses an AI sales assistant to make recommendations on where your sales reps can improve and how.
  • Lead generation chatbot: Your employees can’t be in the office 24/7, but a lead generation chatbot can. When leads are addressed promptly, they could be encouraged to convert.
  • Reports and insights: The high-quality custom reports from Pipedrive include conversion reports, sales rep performance reports, revenue forecast reports, sales cadence reports, and sales velocity reports.

Pricing

With Pipedrive also, you have four pricing plans to choose from. You can try any for a free 14-day trial before you commit to a Pipedrive plan.

The Essential plan costs $12.50 per month per user when billed annually. The Advanced plan is $24.90 per month per user, the Professional plan costs $49.90 per month per user, and the Enterprise plan is $99 per month per user.

Note: All prices mentioned in this blog are for annual subscriptions.

Let’s look at the features included with each plan.

The affordable Essential plan includes:

  • 24/7 Live Chat support
  • Online help center
  • Pipedrive Developer Center access
  • Automatic call logging
  • Caller ID for activities and deals
  • Nearby contact location
  • Real-time syncing
  • Gmail Chrome extension
  • Microsoft and Google calendar syncing and contact syncing
  • One visibility group
  • Two user permission settings
  • Two-factor authentication
  • User access on device logs
  • Sharable dashboard links
  • One visual dashboard
  • User and company goals
  • Activity reports
  • Deals reports
  • 15 reports per user
  • AI Sales assistant
  • Email inbox
  • Activity reminder notifications
  • Contacts map
  • Custom fields
  • Leads inbox
  • 3,000 open deals
  • 30 custom fields
  • Deal and lead management

By upgrading to the Advanced plan, you get all the Essential plan features plus:

  • Web-to-mobile calls
  • Recurring revenue
  • Important fields
  • Smart contact data
  • 30 workflow automations
  • Video call scheduling
  • Meeting scheduler
  • Email scheduling
  • Group emailing
  • Email click and open tracking
  • Merge fields
  • Customizable signatures
  • Custom email templates
  • Two-way email syncing
  • 30 reports
  • 100 custom fields
  • 10,000 open deals

The Professional plan adds more features still, including everything above and:

  • Three visibility groups
  • Three user permission settings
  • Three team management settings
  • Team goals
  • Revenue forecast view and reports
  • Custom fields and reports
  • Subscription revenue reports
  • Unlimited visual dashboards
  • 150 reports
  • 60 workflow automations
  • OneDrive document integration
  • Google Drive document integration
  • Google Sheets and Slides support
  • PDF file support
  • eSignatures
  • Autofilled offline docs and templates
  • Smart Docs
  • Contacts timeline
  • Unlimited meetings
  • 1,000 custom field limit
  • 100,000 open deals

For the most features that Pipedrive has to offer, you must pay for the Enterprise plan. It adds:

  • Implementation program
  • Unlimited security dashboards
  • Unlimited visibility options
  • Unlimited visibility groups
  • Unlimited user permissions settings
  • Unlimited team management settings
  • Unlimited reports
  • 100 workflow automations
  • Unlimited custom fields
  • Unlimited open deals

Conclusion

These three sales engagement platforms are designed for a variety of industries and businesses.

While some of these solutions offer free tools (usually CRM but not exclusively), the actual pricing for a full-fledged package with everything in one place can easily be in the thousands of dollars per month if you have a growing sales team.

That’s out of reach for any small business owner or solopreneur.

With that context, we’d say there is no such thing as the best sales engagement platform. Between HubSpot, Salesforce, and Pipedrive, the last one is the most affordable, but even that can get pricey if you have a lot of contacts.

If you’re looking for a sales engagement platform even more affordable than Pipedrive, try EngageBay.

Within EngageBay’s CRM & Sales Bay are the engagement features your small business needs, including lead scoring, 360-degree holistic customer views, sales CRM, deal management, lead management, project management, and contact management. Other customer success features like Live Chat are free to use forever.

EngageBay offers a plan that’s $0 a month. It’s not a trial either; it’s free forever. The paid plans start at $11 a month per user, which is as affordable as it gets.

We hope you consider EngageBay for your sales engagement needs. If you want to hear from us, just sign up for free and we’ll give you a call 🙂

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