Sales Engagement includes a set of standard reports and custom report types to show you
the productivity and effectiveness of your cadences and reps. See even more detail with the Sales
Engagement Performance Dashboards, powered by CRM Analytics.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in
Performance, Einstein 1, and Unlimited Editions, and
available for an extra cost in Professional and Enterprise Editions.
Sales Engagement is also available for an extra cost in Service and Lightning
Platform.
|
- Sales Engagement Reporting and Dashboards
Sales Engagement dashboards and reports provide insight into cadence adoption and usage, along with statistics about sales outcomes and ROI. They also offer details on cadence and email success and opportunities to enhance sales rep coaching.
- CRM Analytics and Sales Engagement
CRM Analytics, formerly known as Tableau CRM, is a cloud-based platform for connecting data from multiple sources, creating interactive views of that data, and sharing those views in apps. Sales managers can use performance dashboards in CRM Analytics to quickly see customer engagement and how sales reps are doing. For example, managers can view how many cadences are in progress, with detailed call and email response statistics. And they can see how effectively sales reps work through their cadences.
