Sales Engagement Tools (Reach) is included in the Sell 14 day trial. The trial also includes four prospecting and four enrichment credits per account. To try Sales Engagement Tools (Reach), you will need a Sell customer or trial account (seeSales Engagement Tools (Reach) pricing and billing FAQ).

Choosing the rightplandepends on the specific needs of your organization. It might be helpful to reference previousfunnel reportsto get a sense of the number of leads your team will need to enrich or engage at any given time. What is included in Sales Engagement Tools (Reach) depends on which Sell plan your are on. There are three Sell plans available that include Sales Engagement Tools (Reach), they are: Growth, Professional, and Enterprise (see theSell plan types pricing page). The amount of prospecting and enrichment credits you are allotted on a monthly basis is according to the Sell plan you're on. Any unused credits expire at the end of each month.

For more information about purchasing the right plan for your organization, seeSales Engagement Tools (Reach) pricing and billing FAQ.

Manage credit allocation, and map your custom fields before you start using sales engagement tools.

You need admin rights to set up Sales Engagement Tools (Reach) in Sell.

To set up prospecting and enrichment

1. ClickSettings(), thenData > Prospecting and enrichment.

   

2. Click theCredit allocationtab to set up and manage your team's prospecting and data enrichment process.

   You can control how these sales engagement tools credits are allocated across the users on your account.

3. SelectShared credit pool across the entire accountto allow all users to prospect or enrich with Sales Engagement Tools (Reach), orShared credit pool only for all Adminsto allow only admins to prospect or enrich with Reach.
4. Click theField Mappingtab to map sales engagement tools data to a custom field in your Sell account.

   Zendesk Sell automatically funnels standard information such as Email and Phone Number into corresponding fields in Sell, but you can also map data to custom fields such as Employees, or Technology. You can see all mapped objects in this tab.

   

5. Scroll down and clickAdd fieldsnext to a custom field.
   • Choose a name for the custom field
   • Select whether the custom field applies to a lead, person, or company (or any combination)
   • Select whether the field is filterable or editable by an admin user only

   

6. ClickSave.

   You are now ready to start using Sales Engagement Tools (reach) toprospectfor leads andenrichyour existing customer data.

You also need to set up email sequencing to automate sending out email messages and follow-ups to leads (seeSetting up email sequences in Sell).