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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhance your productivity by integrating sales engagement directly into your CRM system. Equip your sales representatives with a single platform to efficiently interact with clients across various channels. By automating routine tasks such as scheduling meetings and sending follow-up emails, you free up valuable time for reps to foster meaningful connections. Leverage the AI-driven insights and suggestions from our sales engagement solution to pinpoint the prospects with the highest likelihood of conversion. Consolidate all sales activities—including emails, phone calls, social media interactions, and tasks—into one comprehensive to-do list. This allows for easy access and management of every task from a unified hub within the CRM. Establish a cohesive seller experience that meticulously tracks each prospect throughout the sales journey. Support your sales team with clear, step-by-step guidance on prospecting and share best practices across the organization. Incorporate essential sales tasks through email, phone, and social media outreach. Streamline the prospecting process to ensure leads are consistently engaged, and offer reps AI-driven recommendations to tailor their workflows, maximizing efficiency and effectiveness. By doing so, you not only enhance individual performance but also boost the overall success of your sales team.

Description

e-Relationship serves as your around-the-clock digital marketing assistant, enabling seamless communication with clients and prospects without the need to spend countless hours at a computer. While you focus on driving sales, we efficiently manage all the intricate details! Our comprehensive digital marketing suite ensures continuous engagement through a robust array of automated email marketing, social media marketing, and website development services. Whether your goal is to enhance your brand, convert leads into clients, or create a high-performing website that boosts productivity, e-Relationship offers a user-friendly and cost-effective all-in-one solution! With a rich library of pre-designed, compliance-approved email templates at your disposal, you can easily communicate with your audience. As a prominent provider of technology-driven email communication solutions tailored for the clients and prospects of banks, insurance agencies, and financial service firms, e-Relationship sets the standard in the fintech industry while delivering exceptional results. With our expertise, you can elevate your marketing efforts to new heights, ensuring that your outreach is as effective as possible.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gong
Google Drive
Highspot
LeanData
Microsoft 365
Salesforce
Salesforce Einstein

Integrations

Gong
Google Drive
Highspot
LeanData
Microsoft 365
Salesforce
Salesforce Einstein

Pricing Details

$50/user/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/engagement-platform/

Vendor Details

Company Name

Identity Branding

Country

United States

Website

www.e-relationshipplus.com

Product Features

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Product Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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