The Sales Engagement module within Aviso AI is designed to optimize and streamline your sales outreach efforts by providing an intuitive, centralized dashboard for managing and tracking tasks across multiple communication channels. Whether you're engaging prospects through LinkedIn, email, phone calls, or SMS, this feature-rich tool allows you to monitor progress, stay organized, and ensure that no opportunity is missed. 
With key capabilities like task tracking, sequence creation, prospect management, and detailed analytics, the Sales Engagement module helps sales teams execute outreach strategies more efficiently, automate routine tasks, and maintain consistent, personalized communication with leads. This comprehensive platform is essential for driving high-quality engagement and achieving your sales goals.

Dashboard

The Sales Engagement Dashboard provides a centralized view of your sales outreach tasks, enabling you to track progress across multiple communication channels. efficiently. This feature helps you manage and optimize your LinkedIn, email, phone call, and SMS interactions, ensuring that no task falls through the cracks.

Task Completion Overview

The Task Completion Overview section gives you a high-level summary of your current task progress:

• Percentage of Completed Tasks: The dashboard prominently displays the percentage of tasks you’ve completed for each communication channel (LinkedIn, email, phone calls, and SMS). This percentage helps you quickly assess your overall progress across all outreach activities.
• Number of Completed Tasks: Next to each channel, you can view the exact number of tasks completed. This number re1ects the cumulative tasks you’ve successfully finished, providing a clear indicator of your outreach achievements for each communication type.
  
  
   

Detailed Task Breakdown

For more detailed insights, the dashboard allows you to drill down into individual task metrics by channel:

• Channel-Specific Task Cards: Each communication channel (LinkedIn,
  email, phone calls, and SMS) is represented by a clickable card. These cards allow you to view the specific task counts for that channel.

• Total Tasks: The total number of tasks assigned for the selected channel.
• Open Tasks: Tasks that are currently in progress or pending action.
• Overdue Tasks: Tasks that are past their due date, requiring immediate attention.
• Completed Tasks: Tasks that have been successfully finished.

Creating a New Task

You can easily add a new task within the Tasks section to ensure that your sales outreach efforts are fully accounted for and up to date.

This breakdown allows you to monitor your workload, identify overdue tasks, and prioritize actions accordingly. By providing a clear and organized view of tasks, the Sales Engagement Dashboard ensures that you can manage your sales activities effectively and meet your outreach goals.

Sequences

In the Sequences module, you can create and manage customized sequences tailored to your sales outreach strategy. This feature allows you to plan multi- step campaigns, ensuring that no lead is overlooked and each interaction happens at the right time.

You can view a list of all the sequences created for your outreach program. The list provides detailed information on each sequence, allowing you to track its performance and status. The available fields include:

• Active: Indicates whether the sequence is currently active or inactive.
• Sequence Name: The name of the sequence, helping you quickly identify each campaign.
• Owner: The person responsible for creating or managing the sequence.
• Date Created: The date when the sequence was initially set up.
• Delivered Percentage: The percentage of tasks within the sequence that have been successfully delivered to recipients.
• Opened Percentage: The percentage of delivered messages that have been opened by recipients.
• Replied Percentage: The percentage of recipients who have responded to the messages in the sequence.

You can also create a custom filter view to better manage and organize your sequences. To do this, go to +Add, then select and configure your desired custom filter based on the available criteria. This allows you to view sequences that match specific conditions, helping you focus on the data that matters most for your outreach strategy.

Creating a Sequence

You can create a sequence by building it from scratch, using shared or pre- made templates, or personalizing it with MIKI for optimized outreach. To do so, follow these steps:

1. In the top-right corner, click Create Sequence to begin building a new sequence.
2. There are four ways to create a sequence, depending on your needs:
   • Create from Scratch: Select this option if you want to build a new sequence from the ground up. You will be guided through defining each step, including the type of outreach (email, phone call, LinkedIn message, or SMS) and the timing for each action. This option provides full customization, allowing you to tailor the sequence to your specific engagement strategy.
   • Shared Templates: Choose from a collection of shared sequence templates that have been created by your team or organization. These templates offer a solid starting point, and you can make modifications as needed to fit your use case. This is an efficient way to leverage tried- and-tested sequences that align with your sales process.
   • Use Templates: Start with a pre-made sequence template designed to streamline the creation process. These templates come with predefined steps and settings, making it easier to get a sequence up and running quickly. You can customize these templates if needed to better suit your outreach goals.
   • Create via MIKI: Personalize your sequence using MIKI, the intelligent assistant. MIKI allows you to create sequences with tailored automation based on your preferences and previous interactions. This option helps ensure that your sequence is personalized and optimized for maximum engagement.
     
     

Prospects

The Prospects module offers significant benefits that enhance lead management and improve sales efficiency. By providing a centralized platform for viewing and organizing prospects, sales teams can easily prioritize their outreach efforts. The customizable filtering options enable users to quickly identify high-value leads based on critical criteria such as Aviso lead scores and ICP scores, facilitating targeted engagement. Additionally, the ability to segment prospects by group allows for more personalized outreach strategies. With comprehensive prospect information—including contact details and LinkedIn IDs—sales teams can streamline their communication and build stronger relationships with potential clients, ultimately driving better sales outcomes.

The Prospects module provides a comprehensive view of potential clients, allowing users to manage and evaluate leads effectively. You can view prospects in two distinct ways:

All Prospects

• Account: Filter by account name to view all prospects associated with a particular company or organization.
• Aviso Lead Score: Sort prospects based on their lead score, which re1ects their likelihood of converting.
• ICP Score: Filter by Ideal Customer Profile (ICP) score to identify leads that match your target customer criteria.
• Bombora Score: Use the Bombora score to assess the intent of prospects based on their online behavior and engagement.

This filtering capability enables you to tailor your outreach strategy by focusing on the most relevant prospects.

Prospects Group

In addition to viewing all prospects, you can organize and manage leads based on specific groups. This allows you to categorize prospects for targeted outreach and analysis.

You can access detailed prospect information, including:

• Name: The name of the prospect.
• Account: The associated account or company name.
• Aviso Lead Score: A score indicating the prospect's potential value.
• ICP Score: A score measuring how closely the prospect aligns with your Ideal Customer Profile.

•  Bombora Score: A score indicating the prospect's interest based on their online activity.
•  Designation: The job title or position of the prospect within their organization.
• Email: The prospect's email address for direct communication.
• Contact Location: Geographic information for better targeting in outreach efforts.
• LinkedIn ID: A link to the prospect's LinkedIn profile, facilitating connection and engagement.

Additionally, you can import prospects through a .csv file, streamlining the process of adding multiple leads at once. This feature enhances your ability to manage large volumes of prospects efficiently and effectively.

Inbox

The Inbox module serves as a centralized hub for managing communications related to your sales sequences. Within this module, you can easily access and view all incoming and outgoing messages associated with your prospects. The Inbox is divided into two primary sections:

Email

SMS

In this section, you can access all SMS communications related to your sequences. This functionality enables you to track text message interactions, ensuring you stay informed about all outreach efforts. Just like with email, you can filter and sort SMS messages to efficiently manage your communications.
Overall, the Inbox module simplifies the process of monitoring and managing all sequence-related communications, providing you with a comprehensive view of your interactions with prospects.

Virtual SDR

A Virtual Sales Development Representative(SDR)is a remote sales professional dedicated to generating and qualifying leads for a company. Unlike traditional SDRs who may work on-site, virtual SDRs utilize technology to connect with prospects and manage communications from a remote location.

This model allows organizations to operate with greater 1exibility and agility, adapting quickly to market changes while engaging with a wider array of potential clients. By focusing on lead generation and qualification, virtual SDRs play a crucial role in the sales process, ensuring that the sales team can concentrate on closing deals.

By following these steps, you can effectively create and deploy a Virtual SDR to enhance your lead generation efforts and streamline communication with prospects.

Viewing a Virtual SDR List

In the Virtual SDR section, you can access and review essential information about your created Virtual SDRs. The following details are available:

•  Active: This indicator shows whether the Virtual SDR is currently active or inactive, providing a quick reference to its operational status.
• Virtual SDR Name: The name assigned to the Virtual SDR, allowing you to easily identify and differentiate between multiple SDRs within your organization.
• Created By: This field displays the name of the individual who created the Virtual SDR, helping track accountability and ownership.
• Created Date: The date on which the Virtual SDR was created, providing context regarding its age and relevance in your sales strategy.
• Delivered: This metric indicates the total number of messages successfully delivered by the Virtual SDR, re1ecting its outreach effectiveness.
• Opened: The number of messages opened by recipients, offering insight into engagement levels with the communications sent by the Virtual SDR.
• Replied: This figure represents the total responses received from prospects, highlighting the Virtual SDR's effectiveness in generating replies.
• Actions: This section includes options to manage the Virtual SDR, such as the ability to delete it if it is no longer needed or relevant.

By reviewing this information, you can effectively monitor the performance of your Virtual SDRs and make informed decisions about your outreach strategies.

Creating a Virtual SDR

You can easily create a Virtual SDR by following these steps:

1. Initiate Creation: In the top-right corner, click on Create Virtual SDR to begin the setup process.
2. Provide Required Information: Fill out the necessary fields to customize your Virtual SDR:
   • SDR Name: Enter a unique name for your Virtual SDR that re1ects its role or purpose.
   • Subject Prompt: Specify the subject line that will be used in emails sent by the SDR. This should be engaging to capture the prospect's attention.
   • Email Body Prompt: Compose the introductory message or content that the SDR will use when reaching out to prospects. This should align with your outreach strategy.
   • System Prompt: Define any system-specific instructions or parameters that the SDR should follow during interactions. After providing this information, click Next.
     
     

3.  Select Prospect Group: In Step 2, choose the prospect group to which the Virtual SDR will be assigned. This selection helps ensure that the SDR targets the right audience for effective engagement.
   
   
4. Create New Sequence: In Step 3, provide the necessary details for the new sequence that the Virtual SDR will utilize. This includes defining the actions and timelines for outreach. Once you’ve entered this information, click Next.
   
5. Configure Settings: You will be redirected to the step designer, where you can select your preferred settings for the Virtual SDR’s interactions. After configuring the settings to your satisfaction, click Save and Activate to finalize the setup.
   

Sequence Analytics

The Sequence Analytics feature offers a detailed breakdown of the performance of your sales sequences, providing actionable insights into various aspects of outreach and prospect engagement. Through visual representations like pie charts and line graphs, sales teams can monitor sequence activity, analyze prospect responses, and track the performance of emails, calls, SMS, and tasks. These insights allow teams to assess the effectiveness of their sequences and make data-driven adjustments to improve engagement and optimize future outreach efforts.

Sequence View

A pie chart provides a clear visual representation of the number of active versus inactive sequences, helping you quickly assess the overall status and effectiveness of your ongoing sales sequences.

Prospect Response

A line chart illustrates prospect responses over the past seven days, enabling teams to track engagement trends and measure the impact of their outreach efforts on a daily basis.

Email Overview

The email over view pie chart showcases detailed insights into email performance, including the number of clicks received, emails bounced, out-of- office (OOTO) replies, auto-replies, skipped emails, and opt-outs, all measured against the total number of emails sent.

Sequence-Email Status

A line graph compares the total number of emails sent to the responses received. It breaks down the emails that were delivered, opened, and replied to, offering a deeper understanding of email engagement rates within sequences.

Calls Overview

The calls overview provides a summary of call performance by categorizing the total number of calls that were skipped, answered, or unanswered, offering key insights into call effectiveness.

SMS Overview

The SMS over view highlights the total number of SMS messages that were skipped or successfully sent, helping track the reach of text-based outreach within your sequences.

Task Overview

This section tracks task performance, showing the total number of tasks that were skipped versus those that were successfully completed, offering insights into task completion and efficiency.

CI Insights

Aviso AI's Collaboration Workspace and Conversational Intelligence (CI) Dashboard empower sales teams to enhance communication and decision- making with advanced AI-driven insights. The platform offers seamless integration for virtual meetings, enabling real-time collaboration, deal tracking, and actionable coaching opportunities. With features like the Digital War Room for team collaboration, and tools like Buyer Score, Call Volume, and Call Duration analytics, sales teams can optimize engagement and focus on high- potential leads. Additionally, Aviso Notetaker supports external meeting recordings, ensuring all interactions are captured and analyzed for future reference and actionable insights.

To know more, click here.