- Lead management
- Marketing Features
- Web Engagement Tools
- Contact Management
- Appointment Scheduling
- Customer Service Management
- Employee Engagement
- Task Management
1. Lead Management
EngageBay has all the tools needed to streamline sales pipeline management at every stage, from lead prospecting to qualification and retention. The software allows you to set up a scoring system that lets you track user-brand engagement and pinpoint your most valuable leads. Once you have defined the parameters, the intuitive software combs through multiple platforms. It assigns a score to each lead based on factors such as social media mentions, email engagement, or demographic information.
Additionally, qualified leads automatically pass on to sales reps for follow up, further speeding up the movement of leads down the pipeline. The sales dashboard gives you a visual overview of your sales pipeline, complete with the number of deals in every stage.
2. Marketing Features
Boasting of an easy-to-use workflow builder, EngageBay has a marketing automation feature that takes a host of repetitive tasks, such as sending a welcome email off your hands. The visual workflow designer has a drag-and-drop functionality that allows you to design and configure your work processes with ease. The software supports the setting up of drip email campaigns that send queued emails out as per your preset schedule. It also automatically tracks and notifies you when a customer opens an email or clicks on a link within.
The app has plenty of pre-designed email templates with which you can design visually appealing HTML emails. There is one negative, however. All the emails you send out will have the software’s logo in them, even if you are on the pro plan. To send out unbranded emails, you will need to purchase additional email credits that cost about $4/credit. Each email credit gives you 1000 unbranded emails.
3. Web Engagement Tools
The software’s landing page builder is straightforward and easy to use. If you like building your landing pages from scratch, EngageBay has pre-built content blocks such as headers, footers, and service blocks to get you going. Alternatively, you can choose from its collection of pre-designed landing page templates. Importantly, all the templates have a responsive and mobile-friendly design. Both the content blocks and pre-designed templates are customizable. You can change the background image, color, and style.
Similarly, the platform’s online web form and pop-up builders have several pre-configured designs that can be edited to suit your needs. Its drag-and-drop functionality allows you to add and rearrange elements such as radio buttons and input boxes with ease. You can also edit the text labels and set them as mandatory if needed.
4. Contact Management
With EngageBay’s contact manager, you get a 360-degree overview of all your contacts. This overview includes their contact information, social media profiles, interaction history, lead scores, and points of engagement all on one page. You can also add individual notes and related tasks to each contact. The software allows you to segment your contacts based on demographic traits such as age, gender, or employment to build effective targeted marketing campaigns. You can also categorize contacts using their online behavior such as email opens, clicks, or social media mentions as a deciding factor.
5. Appointment Scheduling
The platform’s appointment scheduling system, offered with the sales module, has several key features that take the pain out of setting up a meeting time that is convenient for both you and your customer. First, you can set up your calendar to show customers only the appointment slots or working hours you want. Second, you can add buffer times before or after an appointment and set limits on the total number of appointments per day, so you have plenty of time to rest or prepare. Importantly, the software displays appointment times in the customer’s time zone to avoid any confusion. Third, you can create group appointment links that give your customers access to the schedules of everyone on your team.
6. Customer Service Management
EngageBay’s free customer service suite is one of its top-selling points. It boasts of a robust ticket management system. The software automatically sorts tickets based on their properties, initiates a workflow, and changes the ticket status, and type accordingly. It also allows you to organize your agents according to their skill sets, expertise levels, location, or department. EngageBay’s automation ensures that tickets are always routed to the right group of agents.
This automation not only helps you save time but also ensures that your customer’s queries are dealt with optimally. Another time-saving feature is that you can create macros or canned responses, which are pre-populated and standard messages you can use to respond to different customers with the same issue.
One of its latest feature additions in this department is the live chat feature. The software has customizable chat widgets that you can embed into your website at no extra cost. These widgets come equipped with emojis and allow customers to upload files and images to underscore their problems. On the agent’s side, the software helpfully displays a timeline of previous interactions with the customer along with their online behavior on your website.
7. Employee Engagement
The app’s gamification feature has all the bells and whistles needed to introduce a bit of friendly competition within your organization. This gamification includes leaderboards, badges, and contests. The customizable leaderboards are easy to set up and give a comparative display of employee performance with metrics such as calls made, emails sent, deals closed, and revenue generated. What’s more, the leaderboards are updated in real-time, so you are always up to date. You can also award points and create incentives for team members who take the time to mentor fresh recruits, thereby fostering an environment of collaboration.
8. Task Management
Coming under the purview of the sales bay, the software’s task manager has the same easy drag-and-drop functionality as its other features. As a manager, this allows you to assign, edit, and move tasks to different sections with ease. The task dashboard gives you an overview of all tasks showing you in what stage each one is engaged. You can also filter tasks according to the due date, allowing your team to focus on the important ones first.
Additionally, just like the contact manager, you can add notes and addendums to a task to let your team know of any special instructions or changes to it.
This CRM platform’s telephony system goes beyond just allowing you to make calls to your leads and contacts from within the software. It also automatically logs your call and creates and assigns follow-up tasks based on them. The app also ensures that sales reps do not miss a call by sending them reminders of upcoming calls. Additionally, every time a rep makes or receives a call, the telephony system equips them with information such as contact data and past interactions so they can have a contextual conversation with their potential leads.
Apart from a standard set of reports that the software generates, you can create custom reports using different parameters across all the app’s modules. You can manually generate these reports or schedule them on a daily, weekly, or quarterly basis for delivery to your inbox.