What SMBs should look for in a customer engagement platform

For growing businesses, engagement isn’t just a marketing function, it’s a strategic growth lever. But with limited resources and evolving customer expectations, how can SMBs find a platform that balances power and usability?

This guide is your blueprint for evaluating the right-fit customer engagement platform. Whether you’re just getting started or scaling fast, learn what truly matters — from usability to scalability — so you can build smarter, faster, and more personalized customer experiences.

Discover the essential pillars for choosing the right platform:

• How to balance feature depth with ease of use across lean teams
• What data, integrations, and security capabilities really future-proof your platform
• Why journey orchestration, AI, and strategic support make all the difference