EngageBay Sales Bay Review 2024: SMB Hero?

With EngageBay Sales Bay's calendar feature, you can view and manage all your events, appointments, meetings, and tasks in one place without having to switch back and forth between different platforms.

The EngageBay Sales Bay calendar view is designed to be simple and user-friendly above all else. Like most features offered by Sales Bay, it's a no-frills approach to managing your activities.

However, what really stood out to us during our months of testing the service was how easy it was to sync our activities from some of our favorite platforms.

Some platforms that provide seamless integration with Sales Bay include:

• Google Calendar
• Google Tasks
• Calendly
• Office 365 Calendar

As you might have guessed, we put the sync feature to the test, connecting our Small Business Bonfire Google Calendar with ease.

We were synced up with just a few clicks and could easily view everything from Sales Bay. Here's an example of the setup interface for reference.

Our one issue with this feature is that we would have liked to see a bit more in terms of customization from Sales Bay's calendar feature.

For example, we weren't able to change the view from monthly to weekly or color-code tasks within the calendar.

Our takeaway here is that if you're looking for a no-nonsense approach to managing your company's activities all in one platform, EngageBay Sales Bay's got you covered.

To keep it simple, we break down the sales automation capabilities with Sales Bay into two categories—workflows and sequences.

The beauty of these features is that they can be customized based on your specific needs and requirements.

This ensures that you don't have to spend an inordinate amount of time on manual tasks that can be easily automated.

Workflows

Let's start with workflows. With Sales Bay's workflows, you can easily streamline the sales process by creating workflows that automate repetitive tasks.

Automated workflows can be immensely beneficial to businesses as it not only saves time but also improves the efficiency and effectiveness of sales processes.

You can set up workflows for some of the following processes:

• Lead nurturing
• Pipeline management
• Notifying team members
• Deal closing

For example—let's say you want to immediately notify team members about any new leads.

With Sales Bay's workflow automation, you can quickly set up a workflow that triggers an email notification to all appropriate team members whenever a lead is added.

You can also set conditions to ensure that the workflow only triggers when specific criteria are met.

Additionally, Sales Bay's workflows come with a drag-and-drop interface, making it easy for users to create their own workflows without writing any code.

This feature is particularly helpful for SMBs without dedicated IT or software development resources.

Sequences

Now, let's talk about sequences. If workflows are the backbone of your sales process, sequences are the muscles that make everything work.

With Sales Bay's sequence automation, you can create personalized, multi-step engagement campaigns that gently nudge your leads through the sales funnel.

Moreover, the platform's advanced tracking capabilities allow you to monitor every interaction, giving you insights into what's working and what's not.

With sequences, you can always be on top of your game, ensuring that no lead slips through the cracks.

EngageBay Sales Bay makes contact management incredibly easy and efficient.

To get started, Sales Bay allows you to easily import up to 25,000 contacts from a CSV form or create new contacts by filling out a few fields.

We got started by adding our B2B contacts related to some affiliate marketing partnerships at Small Business Bonfire. Here's the "new contact" screen to give you an idea of how easy it was.

We were able to easily add the following to each contact:

• Name
• Email
• Role
• Tags
• Company
• Phone number
• Website

Plus, EngageBay Sales Bay made it extremely simple to create custom fields.

We were able to create a checkbox that our team could easily click once they had followed up with a client. That way, everyone could be on the same page and not send repetitive messages.

Here's an example of our custom field creation process.

We've tested a lot of CRM platforms over the years, and Sales Bay really stood out to us with how easy it was to customize our contact forms.

As a savvy and forward-thinking sales professional, you probably already know how critical it is to understand your customers' needs and behaviors.

And that's where EngageBay's Sales Bay comes in—specifically, its powerful tool of lead scoring.

With lead scoring, your sales teams can quickly and accurately assess the potential of each lead that enters your pipeline.

Using a variety of key parameters, the system assigns a unique score to each prospect, effectively highlighting the hottest leads and allowing your team to focus its resources where they're most likely to yield results.

EngageBay Sales Bay allows you to easily create and manage tasks with its comprehensive task management feature.

With each new task, we were able to easily add the following:

• Priority
• Notes
• Associated contacts
• Status
• Assigned user

During our three months of testing, we added in some of the most common onboarding tasks that we have at Small Business Bonfire.

Here's the "create task" screen to illustrate how simple and straightforward it was.

We really appreciated that we could switch between a list view and a table view for our tasks.

A lot of the CRM platforms we've tested simply offer one or the other when it comes to task management, but that was not the case with Sales Bay.

We went with the table view through most of our testing because we loved how easy it was to drag and drop our tasks into each stage of the task pipeline (shown below).

When it comes to sales, data is king. And that's why we at Small Business Bonfire were thrilled with the reporting and analytics features of EngageBay Sales Bay.

Some metrics that the platform allows you to track from the dashboard include the following:

• Deals count
• Closed deals
• Task productivity
• Contacts created
• Won vs. lost deals
• Incomplete tasks

One of the standout features of the dashboard is its visualizations.

The sales data is presented in a variety of engaging formats, such as:

• Graphs
• Charts
• Tables

This helps reduce the effort required to parse through complicated data, improving the time it takes you to spot trends, track KPIs and draw insights.

With the intuitive drag-and-drop functionality, we were able to easily customize our dashboard specifically for tracking our SBB affiliate deals.

Here's what we came up with.