Unlock the FREE win in your org: Sales Engagement Basic

How to outsource Salesforce management
May 22, 2025
Einstein Activity Capture – Email Changes you need to know now
August 21, 2025

Unlock the FREE win in your org: Sales Engagement Basic

Quick NavigationShowHide

    If your SDRs and BDRs still juggle spreadsheets and inboxes, you’re leaving speed (and sanity) on the table. Salesforce’s Sales Engagement Basic gives Enterprise Edition orgs 100 licenses you can activate today—opening up quick cadences, work queues, and native email productivity without buying anything new! Pair it with Einstein Activity Capture to autolog emails and meetings, so reps focus on conversations—not clicks. Across our customers, we see sellers spend roughly 70% of their week on non‑selling work. Wouldn’t it be great to claw that time back with structure and automation, not heroics?

    We recommend to start with a 3‑step pilot: enable Sales Engagement Basic for SDR / BDR team, create two quick cadences (net‑new + recycle), and map EAC to your lead/contact models. Measure time‑to‑first‑touch and meetings booked per rep, weekly. If you can standardize “day one” motions, your pipeline gets healthier—fast. Ready for the kicker? The same setup strengthens data for AI, making recommendations and scoring more trustworthy.

    Imagine one week to a modern outbound engine—no new procurement needed! Here’s the play:

    Day 1–2, assign Sales Engagement Basic to 20 power users

    Day 3, stand up two quick cadences (Ex: 5‑touch new logo, 3‑touch revive)

    Day 4, wire Work Queue + task outcomes

    Day 5, enable Einstein Activity Capture so emails/meetings autolog on the timeline

    Day 6–7, coach on personalization and call outcomes

    Now the why: teams using AI are more likely to grow revenue (83% with AI vs 66% without), and the fastest way to “earn AI” is clean, complete activity data created automatically. Leaders get visibility, reps get fewer tabs, and your enablement actually sticks because it lives in the flow of work.

    Tip: define exit criteria per cadence step to yank prospects when they reply, book, or disqualify—keeping outreach human, not spammy.

    If you can cut manual logging by half, you can reallocate hours to better discovery.