SETVI Engage personalizes and automates new product launch, sales, and promotional campaigns to deliver superior results from sales representatives.
Automatically generate personalized and customized campaigns for specific prospects and customers.
Email-merge pitches person-to-person, or present them
face-to-face or remotely on any device.
The most up-to-date, approved collateral is always at hand-
at home, at the office, on the road or offline. Search, access, and create immersive presentations on any device or browser; combined from different sources, including images, video, presentation decks, and more.
Monitor email opens, content views, document downloads, and time spent on various campaign components in real time. Adapt future campaigns based on results, and effectively close the sales and marketing feedback loop.
Sales reps can save best-performing campaigns into their personal My Campaigns collection to quickly replicate winning sales materials and mailings. Salespeople also have access to company templates to ensure consistency of campaigns, even in distributed or outsourced teams.
Marketing staff and sales admins are equipped with the necessary tools to create campaigns and send emails on behalf of reps. When a campaign is ready, sales people receive automatic notifications and approve and send campaigns with a single click or tap, saving time on outreach and follow-ups.
Campaign emails originate from the rep's email, with lead and customer group lists mail-merged to receive personal messages one-to-one, not as mass or bulk emails. This reduces the likelihood of emails being lost in spam filters, requiring additional email follow-ups from salespeople.
Combining SETVI Engage with leading platforms like HubSpot, Microsoft Dynamics, Salesforce, or Sugar CRM helps to personalize email campaigns with important CRM data. Prospects and customers are targeted with the most relevant messages, offers, and promotions, while their interactions with campaigns are updated in individual record details.
We intentionally built SETVI Engage for ease of use, with automation features focused on getting sales representatives up and running fast so that they spend more time selling and less time learning needlessly complex new systems.
Reps choose a preset template or create their own, select sales content to send, add an auto-generated dynamic link, hit send, then track and respond to the recipient's interactions with the campaign via simplified real-time analytics. That's it.
Monitor email opens, content views, document downloads, and time spent on various campaign components in real-time. Adapt future campaigns based on results and effectively close the sales and marketing feedback loop.
End the guesswork about what content reps use to generate successful actions by prospects and customers. Instead, content analytics enables marketers to focus time on creating more of what works to sell.
Track individual sales representative usage to identify the content, habits, and methods used by deal-winning performers. Establish best practices to repeat successful executions team-wide and help all salespeople consistently hit and surpass sales targets.
Keep sales team email habits healthy, and reduce the risk of campaign messages stuck unopened, flagged as spam and deleted due to "spray and pray" or other ineffective email tactics.
Consistent email policy application is accessible and flexible with built-in customizable email governance tools that control and manage how reps use email in the SETVI platform, and how and when prospects and customers receive messages. This ensures all salespeople engage at appropriate levels.
Establish limits to control the number of daily emails ends, send times, and send frequency on a user basis, on a domain level, or by recipient.
Set reps up for success with outbound sales campaigns to new prospects that are automatically "warmed" by email sending at a gradual rhythm until messages are recognized as reputable and credible.
iOS iPhone & iPad
Android Smartphones & Tablets