Engage with your prospects!
April 04, 2018

Engage with your prospects!

Reinier Martens | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Software Version

Engagio (legacy)

Overall Satisfaction with Demandbase

We use Engagio within the sales department. It is mainly used to measure customer engagement on the website and what their behaviour was as well as recency.

It is connected to Salesforce so you can immediately see opportunities, and if it is a good time to reach out again or adjust sales techniques
  • Recency of visits
  • Behavior of the prospects, what pages have they looked at, duration of their visit etc.
  • Daily reports sent by mail with new updates
  • Sometimes it only shows up already existing clients that are obviously visiting the sites weekly because they are exisiting customers. However this could be a matter of adjusting the settings which is not done by the sales team
  • It is a tool that you easily forget about or not use to often, so a integration within gmail would be nice, perhaps to get a popup with information if you start an email.
  • No idea; we don't track this (yet)
We used to have our own activity score within Salesforce that would show if a prospect was on the website in the last 30 days or so.
Engagio is well suited to see customer activity with your website but not, per se, a tool that will make or break a deal.