It takes a lot to succeed in sales. You need empathy, grit, and drive. You need to know your customers intimately. You need to resiliently bounce back from rejection. You need to know when to talk and when to shut up. And then, there are inside sales tools…
The human element of sales will never go away — that’s a fact. But here’s another fact: sales is HARD! Don’t make it more difficult than it already is. There are thousands of options when it comes to software for sales that promise to make your life easier as a sales professional.
There’s no need to be doing manual tasks anymore like following up on cold emails one by one. There are plenty of sales prospecting tools and sales management software to help automate your manual tasks while personalizing your outreach.
So if technology improves your process, or helps you close more deals, add it to your arsenal of sales tools and get cracking!
There Are Plenty Of Fish (I Mean Sales Tools) In The Sea
There’s a vast ocean of sales tools in the market. The potential benefit these tools can bring to your business can be very exciting, but the sheer number of choices is straight up intimidating.
Fortunately, we’ve been tinkering with many of these inside sales tools for quite a while. We took the time to narrow down the options (all 150+) so you can spend less time researching and more time selling.
We also point out when one of the platforms offers a free version.
And Yeah, It Goes Beyond CRM Software
If CRM is the only technology enabler you’re currently using, your competitors are likely leaving you in the dust.
Over the last few years, just about every aspect of selling — from lead generation to contract management — has been flipped on its head by advances in cloud technology, artificial intelligence, data analytics and process automation.
That’s why we’ve built this list of sales management software — to help you improve, test, and optimize your own sales stack.
Here are some of the best inside sales tools to help keep your pipeline flowing, improve your team’s performance metrics, automate tedious tasks, or cause game-changing transformations in specific aspects of your sales process.
Editor’s Note: This list of sales tools is listed in no particular order, other than alphabetical. Its hierarchy does not reflect importance or value in any way, shape, or form.
Categories of Sales Management Software
Account-based Sales & Marketing
B2B sales professionals need a thorough understanding of each organization they engage, especially when it comes to the hierarchy of decision-makers who approve purchases. Demandbase focuses on this niche, providing a suite of account-based sales solutions that 1) pull CRM data, 2) correlate leads to accounts, 3) activate marketing automations, 4) measure engagement impact, and 5) provide insight on how best to prioritize accounts using real-time data and AI.
Lucidchart Sales Solution is a modern account planning platform that aligns your revenue team, serving as a roadmap to more effectively coordinate, communicate, and execute your account-based selling strategies. With Lucidchart Sales Solution, sales teams can sell and win with increased consistency and efficiency.
Accelerate your sales cycle by making stronger connections and automating your outreach efforts. PFL provides a suite of sales and marketing solutions that help you close more deals, revitalize stalled engagements, hyper-personalize email campaigns, and deliver stunning content designed to drive conversion and loyalty.
From POCs to Trials and Pilots, Prelay’s team selling platform simplifies the most complex deal processes across your organization. Deal coordination and communication are organized within one purpose-built platform integrated with your other key workflow software. Thanks to its centralized tracking, oversight, and learnings, revenue leaders have more insight into how effectively they’re leveraging their team resources and surpassing goals so that they can replicate successful processes. All of which ultimately enables your team to earn more technical wins, close more deals, and drive more revenue.
Account planning is an important aspect of the sales process but many businesses fail to actualize its revenue-boosting potential by adopting sloppy account management strategies. Revegy helps streamline, automate, scale and monitor account management processes to provide teams with valuable insight for harnessing the full value of customer relationships across all stages of the sales process. Use Revegy to determine customer pain points, identify high-value leads and maximize business with key accounts.
RollWorks combines B2B lead generation with outbound sales communication to identify, engage and convert leads, at scale. Create your ideal customer profile(s) and automatically find leads from a proprietary database of 400 million verified prospects. RollWorks machine learning algorithms determine when to send emails and follow-ups and pass new qualified leads directly to sales reps.
Drive engagement and achieve higher sales performance by growth-hacking the experiences you create for your customers. Running as a native feature on Salesforce, Smart Rooms empowers your team to build hyper-personalized and guided experiences that positively impact customers’ buying behavior. Use Smart Rooms to deepen existing relationships with key accounts and organically ramp up your upselling and cross-selling campaigns.
Terminus is an account-based marketing software that enables marketing and sales teams to run account-based marketing at scale. Some of their most useful features are campaigns for demand generation and sales acceleration. Campaigns can target different personas, buying stages, individual accounts, and other segments of your audience using various ABM tactics. This allows marketers to easily coordinate complex marketing efforts, track results, and optimize their campaigns on the fly.
BI Analytics & Dashboards
Accelerate your account management process with market-leading analytics. 6sense adds a data-driven layer to your sales cycle, unlocking and prioritizing new prospects across your pipeline. Use 6sense’ predictive intelligence to accurately forecast your customers’ purchasing behavior in a specific context.
Make decisions, execute strategies, and drive performance based on data-driven intelligence. Aviso empowers reps, account executives and managers to add a robust layer of visibility and predictability in all aspects of their sales activities — from pipeline health to lead prioritization. By combining cloud technology, machine learning and data science, Aviso takes human insight into the next actionable level.
Know what your prospects are thinking. Bombora collects and analyzes volumes of data from various sources to identify which of your prospect organizations are actively searching for your branded solutions. Discover critical information about your priority leads from business size, industry, location, and key decision makers.
Using AI and data science, Clari provides insights on prospects’ readiness to buy, giving your team a smart window and an ample legroom to make precise assessments and take decisive action in the opportunity-to-close stage in your sales cycle. Use Clari to formulate accurate forecasts and identify specific areas your sellers should focus on to improve skills, perfect pitches, and win deals.
Being a data-driven sales team means enabling both your sales reps and managers to monitor key information that drives your business such as sales appointments, sales cycles, customer satisfaction, or outbound activities. This requires a business intelligence tool to centralize and combine data from your CRM, LMS, telephony, or VoIP systems. This is what ClicData does. Build custom, dynamic, and real-time KPI dashboards and share them with every sales rep and start improving your sales process right away. By building a single source of the truth, you’ll be able to manage your pipeline more efficiently and drive more revenue.
When you’re emailing a prospect for the first time, negotiating with a customer, or having any important conversation, it’s critical to understand your audience. Crystal uses AI to predict anyone’s personality from their online footprint, helping you write and speak with the most effective style. It’s like having a coach for every conversation.
Sometimes, the very process of using the tools that help you sell takes away valuable time you can otherwise spend for customer engagement, training or deal closures. Ironic but it’s a common phenomenon in digital selling. Datahug eliminates this problem by automating many of the manual processes you commonly need to run inside sales tools like CRMs. By automatically detecting and analyzing your sales activities as gleaned from emails, calendars, CRMs, and other sources, Datahug ramps up your sales velocity and team productivity, propelling win rates by more than 20% on the average.
Need an analytics and performance platform for the entire business? Domo crunches data across all your teams and departments to provide statistical analyses and actionable insights capable of moving the needle on every metric that matters. Customize Domo to deliver easy-to-understand data visualizations, enhance collaboration across the entire organization, discover new opportunities, or provide data-driven intelligence for making faster and smarter decisions.
Out-of-focus teams will be compelled to stay on track using Geckoboard’s live TV dashboard that displays the mantra and metrics that matter. Use Geckoboard’s crisp and catchy visuals to keep everyone aware of their respective roles in meeting daily targets and long-term goals. Monitor key performance indicators and make critical adjustments in real time. Prevent distractions and keep team members focused on achieving high performance.
As its name suggests, InsightSquared processes business intelligence into actionable insight to help move the needle on sales team performance. InsightSquared takes in data from your CRM and generates reports and visualizations that help you make smart decisions — from sales process improvements to training realignment for your sales team. Use InsightSquared to quicken the pace at which actionable revenue intelligence — such as historical trends and predictive outcomes — can be gleaned from your CRM.
Most great salespeople have a strong understanding of the ROI and total cost of ownership (TCO) of their solution. Communicating that value effectively is another story. When it comes to presenting value to economic buyers, complicated spreadsheets fall short. Value Story empowers sellers with interactive ROI calculators, product comparisons, and benchmark assessments that turn a boring spreadsheet into a collaborative conversation about value.
People.ai is on a mission to be the AI Platform for all business activity, driving revenue intelligence, and building the sales automation tools to boost productivity. They are starting by solving the age-old problem of sales and marketing alignment, but in a completely new way.
They believe that by using their sales automation tools to automate manual tasks (like logging activities into your CRM), you’ll have more time in your day to focus on what’s most important to your business, and sales and marketing teams get the data they need to align and thrive.
A data-fragmented sales operation can sap significant energy and revenue from your business. Effort duplication alone can waste resources that could have been used for more deal-closing engagements. RingLead eliminates duplicates in your sales team’s pipeline by automatically checking data quality upon manual entry, web form submission or data imports. Moreover, RingLead reduces sales cycles using an account-based lead routing and RevOps automation systems.
With massive heaps of information available to enterprises, having a team of data scientists and a powerful crunching tool on your side becomes imperative. But with Sisense, you have a full-stack business intelligence analytics platform that can gather and process all your data scattered across multiple sources and quickly build decision-quality reports. Easy to use and deploy, Sisense reduces your need to badger IT specialists for critical analyses and visualizations of complex data. Use it to keep your people up-to-date on crucial data that can help them close bigger deals faster.
Bring the power of data science and machine learning into your workflow. SpringML enables your team to improve forecasting capabilities, optimize performance, and increase revenue. Execute your strategy with confidence, backed by SpringML’s predictive analytics.
As a desktop-based data analytics and business intelligence tool, Tableau is easy to deploy, customize, learn and use. Many users depend on its lightning-fast turn-around time for reports generation and data visualizations. Tableau outputs are presented in a way that taps people’s natural abilities to discern patterns or trends. Use Tableau to pull and merge data from various sources in creating complex but insightful statistical analyses.
TrustSphere helps organizations leverage their most valuable asset—their collective relationship network. They enable organizations to unlock the inherent value of their own networks, using a proprietary Relationship Analytics platform. This rich set of analytics surface insights which help you improve key business challenges including workforce engagement, sales force effectiveness and enterprise-wide collaboration.
Sales is now more about people management than it is opportunity management. If sales teams want to close more deals they have to identify, understand and help entire committees of buyers. Boxxstep is a buyer-centric platform that aligns selling with buying. It helps you focus on what you know about your prospect through relationship mapping, how you can help them through mutual action plans, and what they think about you through win-loss analysis.
Time reps spend switching from CRM to phone system, dialing, and logging notes is wasted time. Aircall lets reps manage all their outreach workflows right from your CRM, even including the ability to automate post-call actions. It also eliminates the need to manually log notes in your CRM, so reps can focus all of their attention on great research, personalization, and selling conversations.
Give your reps all the intel they need to engage prospects better and close more deals. Chorus automatically records and transcribes sales conversations to generate analyses and insights that help sales teams calibrate their conversations with customers. Use Chorus to attain quotas consistently and achieve higher win rates. You can also use the platform to onboard new hires, keep your team’s engagement skills sharp, and fine-tune your communication strategies.
Ramp up your win rates by increasing the number of your daily conversations. ConnectAndSell accelerates your customer outreach process and overcomes the limitations of conventional dialers, substantially reducing the time it takes for your team to respond to inbound leads. Using patented sales enablement technologies, ConnectAndSell promises to infuse a new name on your lead list every few minutes.
Demodesk is the first intelligent meeting tool for sales and success teams. Current tools can only share your local desktop, Demodesk provides you with a virtual display instead. It doesn’t require any downloads and automatically loads the right websites and documents to present at the meeting start. It also allows you to share control with your customers instantly for lag-free collaborative browsing and editing. The platform natively integrates with your CRM and calendar for seamless scheduling, handover, and meeting logging.
Dialpad Sell is a business communications platform for modern sales teams that improves calls as they’re happening by providing real-time coaching and conversational insights. These insights help reps close more deals, managers become better coaches, and teams be more productive.
Unlock valuable insights from your sales conversations. ExecVision enables your team to revisit their sales calls and identify factors that dampen their pitch and elements that boost their win rates. You can use ExecVision for call analysis, coaching, A/B Testing, and growth hacking.
The tools you use in communicating your message matter. FrontSpin simplifies your sales cycle, enabling you to 1) connect with 3x more leads via Power Dialer; 2) hike engagement via personalized Sales Email; and 3) quicken lead generation via account-based Playbooks. FrontSpin centralizes call lists, voicemails, email templates and notifications, social media messaging and other channels you use in nurturing leads and closing deals. More customer engagement in less time translates to better win rates.
Find out the good and the bad in your sales conversations. Using AI technology, Gong automatically records and transcribes sales calls, then generates actionable analyses and insight on how your team can improve their pitches.
On the GoToMeeting website, customers claim that deals get closed 20% faster when they use the video conferencing service. Whether the claim is accurate or not, millions of business people around the world use GoToMeeting to facilitate real-time online meetings and share information/experiences/presentations via their desktops (i.e., screen sharing). For frontline sales professionals, engaging prospects within a stable and supportive channel is a crucial requirement for successful outcomes. Use GoToMeeting to invite prospects, domain experts, and referrals from any location and get all of them focused on your message.
Jiminny makes coaching happen for sales and customer success. Capture every customer conversation and simplify how teams work by integrating coaching, web conferencing and a dialer in one place. Jiminny allows every one of your team to be a coach. Automation with Salesforce & Slack improves team communication and productivity.
Connect seamlessly with leads, customers, and colleagues from anywhere with Nextiva’s business phone service. The product allows business professionals to make and receive business phone calls from any device, enable one-on-one HD video calls, instant message, and track all communications through the Nextiva App. Nextiva’s business phone service has omni-channel support across email, voice, and chat, allowing you to reach customers anytime and from anywhere.
Adopting Refract is a single move that impacts multiple aspects of your sales call infrastructure and overall performance: It helps upgrade sales coaching, keep reps’ engagement skills sharp, prevent call errors that erode win rates, and provides strategic insight that helps you formulate results-driven customer conversations.
Building and scaling sales organizations is inefficient and costly. Salesfolks is a marketplace for on-demand salespeople. It helps businesses grow their sales by tapping into a cloud-based, virtual sales force. Salesfolks enables businesses to bolt on additional sales help completely risk-free. The model is pay-for-performance, so you only invest when your on-demand sales team delivers new leads, referrals and signed sales. It’s a great model for try-before-you-hire or for testing out if new markets drive more sales.
Skype has been around since 2003 and remains a dependable and easy-to-use service for reaching and communicating with your prospects. Operating under a freemium model, Skype offers instant messaging, video conferencing, screen sharing, and voice call services over the Internet. Users have the ability to exchange digital documents such as contracts, brochures, images and videos.
Wingman is the actionable conversation intelligence platform that unlocks insights from every sales interaction. Use Wingman to record your calls, review deals, scale coaching and build a repeatable sales machine. Wingman is a G2 2022 Best Software Award Winner for Best Sales Products as well as Fastest Growing Products. Sales teams at Vendasta, Chargebee, Partsbase, Properly Homes, Oktopost and more trust Wingman to accelerate their revenue.
Sometimes communicating effectively and communicating efficiently are one and the same. When reps can quickly get valuable face time with prospects using video conferences, their ability to build rapport and close deals increases dramatically. Zoom has evolved to offer more than just video conferencing, though. The platform is also effective for online meetings with remote or distributed teams, chat, mobile communications for reps who are on the road, and even webinars.
Content Sharing and Management
While marketed as a partner sales acceleration platform, Allbound offers a lot more in many areas. You can use it to organize and manage all your sales and marketing content — from campaigns to training modules — in just one lively place. Your reseller reps can use it to create hyper-personalized landing pages for each prospect, hiking the quality and outcome of each engagement. You can also manage team progress using Allbound’s simple UI that enables reps to register all their deals and organize leads.
Bit is a modern-day collaboration tool that empowers sales teams to make marketing and advertising materials while collaborating in a common workplace. The sales team can create, customize, collaborate and share sales proposals, sales decks, and client-facing material. A great feature of Bit is the ability to receive notifications whenever a client or prospect views your sales proposal. You get engagement metrics like how much time did they spend on your document, how far they scrolled and how often they returned to the documents you shared.
Keep your sales team sharp with top-notch training and coaching resources to hike productivity and outsell competition. Use BrainShark to create on-demand training tracks that quicken their learning journey every step of the way — from onboarding to leadership. Validate your team’s sales readiness and equip them with relevant content they can access any time.
ClearSlide is a full-stack sales engagement service covering content management, analytics and smart messaging. Use ClearSlide to ramp up the quality and impact of your emails, conferences, presentations, and other engagements. Persuade your customers and prospects with the most compelling content. Motivate and train your team with the most effective and inspirational learning modules.
Conga streamlines your contract management process, freeing up more valuable time for direct customer engagement. Re-imagine the way your team handles reports, contracts, and other documents. Eliminate bottlenecks, enforce compliance standards with ease, and run Conga’s native analytics engine to give you an accurate picture of how specific customers engage your content.
The way you communicate your brand and articulate the benefits of your product matter. But so does the behavioral state of your target audience at the moment of engagement. Consensus provides insight on how your prospect perceives or responds to your messaging so you can align the conversation appropriately even before you engage a lead. More than this, Consensus lets you deliver personalized videos and documents that are highly relevant to your audience.
Equip your sales team with a centralized content management, tracking, and presentation solution designed specifically for sales professionals. Providing an on-demand and always up-to-date content library, DocSend enables your team to engage clients more effectively. By initiating the right conversation at the right time with the right prospects, DocSend helps your team to close more deals faster.
Deliver the impact of account-based content marketing to your sales operations. Folloze allows your sales team to create compelling experiences that positively influence your audience’s purchasing behavior. Enable your sales team to deploy account-specific content and execute campaigns designed for maximum conversion rate for the targeted account. Leverage native analytics and behavioral triggers to nurture leads across the buyer journey. Integrate with Salesforce, Microsoft Office, MailChimp, and other tools.
Knowledge is power, but only if you have the right one at the right time. Guru makes everyone on the team smarter by equipping them with relevant knowledge and resources they need at any point of the sales process. Providing situational information and access to marketing content on demand, the platform also enables everyone to personalize their organization’s knowledge base to fit their role and optimize their performance.
Prezi is a formidable alternative to presentation titans PowerPoint and Keynote. Its enterprise variant, Prezi Business uses HTML5 technology and robust collaboration features to compel your audience with adept visual storytelling across multiple devices. It also comes with live leaderboard analytics, commenting support, and powerful design customization features.
The best pitch you have is the long list of satisfied customers in your corner. It’s no accident testimonials and success stories find their way into brands’ home pages. RO Innovation helps your team tap the power of customer feedback and other sales enablement assets to propel win rates and hike revenue. Integrate RO Innovation with your CRM and other inside sales tools to give prospects quick access to relevant customer reference and success stories of existing clients.
Images can sometimes drive the message home a lot better than words. No wonder videos are the fastest growing content format on the web, and why conversions improve by more than 80% when there’s a video on a landing page. Use Vidyard to strategically deploy videos in your sales process. When you get to inform, educate and delight leads better, you also get a better shot at closing deals and increasing revenue.
Contract Lifecycle Management
Few things can beat the sense of accomplishment at getting a big and challenging prospect to buy your product. In most cases though, verbal confirmation hardly counts until the new client actually signs a contract. Good thing contract management services like Adobe Sign are there to facilitate the binding agreement between your business and a new customer. Formerly called EchoSign and eSign, this tool forms part of the Adobe Document Cloud service which also includes the venerable PDF pioneer Acrobat. Use Adobe Sign to create, transmit, sign, and manage forms, agreements and contracts anytime, anywhere and on any device.
Better Proposals lets you easily create, manage and send beautiful business proposals. Using their intuitive editor, you can create web-based proposals that look great on any device. Shorten your proposal creation time by using 200+ templates and track what happens once a client receives it. The tool integrates with all major payment processors and it has electronic signatures, allowing clients to sign and pay directly from the proposal.
A free and easy-to-use cloud-based contract management service, Concord helps individuals and companies create, negotiate, sign and manage contracts. Concord offers unlimited online contract storage and has decent collaboration and document tracking features.
DealHub brings B2B buyers and sellers together in a single on-brand digital DealRoom which incorporates CPQ, CLM, subscription management, eSign technology, and everything else needed to close new and existing business. Generate a personalized quote and DealRoom within minutes after asking a specific set of questions during the beginning of the sales cycle and continue to get real-time buyer insights throughout.
Contracts evolve over time. Signatories from different parties typically would want to mutually modify the terms of agreement amid changes in their relationships or in conditions relevant to the contract. DocuSign makes this back and forth collaboration easier and faster to conduct and complete. The service also integrates well with most CRMs and other business solutions. Predating even Adobe’s offering and holding a dominant market share, DocuSign arguably represents the best in class solution in the contract management niche.
GetAccept automates your deal signing process by combining document tracking, e-signing, and automated email follow-ups into a single platform. Similar to marketing automation tools, the service comes with a clean dashboard that lets you see how deals are progressing across your business and which actions you need to take to accelerate the process.
HelloSign is a highly-rated e-signature service that helps you bypass printers, scanners and pens, speeding the contract negotiation and signing process by as much as 90%. The service is free for individuals and comes at comparatively affordable prices for small to enterprise-scale businesses. HelloSign takes all your paperwork into the cloud via a simple, clean and intuitive UI. You can get it customized based on your workflow and integrated with your CRM, email platform and other business software for sales.
Proposify makes it easy to manage sales documents of all kinds: proposals, quotes, and contracts. Reps can build documents using templates, easily dropping in customized images, snippets of text, and numbers. Proposify also lets salespeople communicate with buyers on the details of each item directly within the documents, to make review and revisions a breeze.
Ramp up your team’s win rate by accelerating your documentation workflow. Qvidian is a proposal automation solution that significantly cuts the time it takes for customers to create an RFP, for your team to submit a winning proposal, and for everyone to sign an agreement. Organize all your content in a single accessible library.
Get legally-binding online signatures on any document, from anywhere, using any device. Just upload your documents or create new ones with free templates, place online signing fields and send them to your signees. Signaturely guides them through the online signing process, letting them create an online signature, signing each field, and sending them automated reminders if they’re taking too long to sign.
SpringCM automates your document cycle, establishing a high degree of control, visibility, and security for your contracts, presentations, and other content. Simplify your documentation process (creation, review, tracking, sign-off, storage, compliance, etc.) and increase the level of collaboration among creators, sellers, vendors and customers who engage the same content.
Customer Relationship Management (CRM) Systems
Agile CRM (Free for up to 10 users)
Agile CRM is a powerful tool for any small business struggling to manage the time and resources necessary to build effective sales and marketing processes. Featuring easy integration with the most popular email platforms, support and customer service software, phone and conference bridges, billing plugins, social media networks, and more Agile leverages the tools you need on one easy-to-use platform. Built specifically for small businesses, Agile offers effective solutions for sales, marketing, and process automation, as well as customer support, contact management, and even project management.
Airtable (Offers a free version with limited features)
Airtable is a CRM, and a lot more. It’s really a spreadsheet-meets-database application that lets anybody build a database for anything. Compared to other more purpose-built CRM options, it’s less expensive. And it’s also extremely flexible and customizable. But even for businesses that need an out of the box solution, Airtable works: they offer many pre-built Airtable templates, including one for a sales CRM.
Apptivo (Free for up to 3 users)
Apptivo is a cloud-based enterprise resource planning solution that has earned accolades and won awards for its comparative flexibility and affordability. In addition to its CRM feature, Apptivo also provides invoicing, sales reporting and project management services. It runs on a freemium model.
Inside sales teams can increase productivity by uniting all their sales communications in one place. This CRM comes with built-in calling, emailing, and SMS, plus powerful search and filter functions that make it easy for your reps to follow up with the right leads at the right time. The reporting features give you a glance of both the activity and performance of individual reps and your overall sales team, while enabling you to dig deep into the data to find insights that matter. A powerful API enables you to automate and connect Close.io with other apps in your toolset.
Copper is just right for avid users of G Suite, since it integrates directly with all your most beloved Google Apps. That means you have the power of a full-featured CRM right in the familiar environment of Gmail, and a simple deal workflow management view. Unlike complex CRMs, Copper can easily be learned and optimized by anyone who uses email. The platform’s features set and ease-of-use earned it Google’s strong endorsement. But don’t let its simplicity fool you. Copper has the automation, analytics, and machine learning capabilities of other CRMs in the market.
Contactually (For real estate professionals)
Contactually is a solution purpose-built for the real estate industry. Agents and brokerages get features that address their specific needs. For instance, it offers agents the ability to identify and stay connected with contacts in their network, to drive referrals. Link your customer data with your email platform to quicken and enhance interactions. Organize your contacts to establish lead priorities and maintain long-lasting relationships with clients. Stay motivated and accountable to your own priorities with a dashboard that keeps the biggest, most pressing opportunities front-and-center.
CRMNEXT (For financial services)
CRMNEXT is the next generation cloud-based enterprise CRM for financial and banking services. It picks up from where traditional CRMs left off by taking down artificial barriers between human and digital channels, enabling omni-channel customer interactions within a unified platform. CRMNEXT is the largest banking CRM in the world with over 3 million users across 5,000 locations and 36 countries.
Unlike traditional CRMs being perceived as mindless data-entry by your sales team, Membrain converts your sales strategy into visual workflows that are easy to understand. As a sales enablement CRM, Membrain helps salespeople to focus on the right prospects and opportunities and sell more confidently, from the first contact to close. If your organization operates in a complex B2B selling environment, with longer sales cycles and multiple stakeholders, Membrain is the CRM for you.
Freshsales (Offers a free forever startup plan with limited features)
Streamline your operations with a CRM purpose-built to ramp up performance and accelerate the sales process. Freshsales uses AI, automation, and other features to make it easier for your team to refresh pipelines, communicate with prospects, prioritize leads, make meaningful conversations, analyze customer behavior, and close maximum-value deals. Use Freshsales to upgrade your contact management, lead scoring, email tracking, and territory management process.
HubSpot CRM was built from the ground up to be ready for the modern world. Intuitive and automatic where other systems are complicated and manual, HubSpot CRM takes care of all the little details — logging emails, recording calls, and managing your data — freeing up valuable selling time in the process. It regularly ranks as one of the best CRM software products for small businesses. HubSpot starts with a free plan that’s perfect for startups and small businesses, but also offers many additional paid features that are suitable for growing companies and enterprises.”
Infusionsoft is the flexible but powerful CRM for small businesses. This sales and marketing platform enables teams to grow pipelines, qualify leads, deploy email marketing campaigns, automate tedious tasks such as follow-ups and invoicing, manage selling activities and centralize customer interactions. Use Infusionsoft to get everyone on the same page, achieve higher performance, and improve win rates.
Available via a freemium model, Insightly is an affordable CRM option for solopreneurs and very small teams. For its pricing, ease of use, decent feature set and platform integrations, Insightly earned awards from channels such as Business News Daily. In addition to core CRM functions, Insightly has a native project management support as well as a mobile and social media component.
Messagely is a powerful, all-in-one customer support solution that helps you take care of all of your customer communication needs from just one platform. It comes with a powerful live chat that lets you connect with your users as they browse your website, as well as creating tickets, sending targeted messages, and collecting customer information.
This enterprise-scale application is available on the cloud, on-premises, or a combination of both. Given its pedigree, it integrates well with other Microsoft services such as SharePoint, Outlook, Office 365, and OneDrive.
If you want everything managed using just one platform, then NetSuite is the solution you’re looking for. Combining enterprise resource planning (ERP), accounting and CRM functionalities, NetSuite enables managers to extract data-driven insights for strategy formulation while equipping sales teams with tools that improve productivity. You can use NetSuite to make forecasts, upsell and manage compensation and incentives systems.
Small teams with big ambitions prefer to use Pipedrive’s clean UI and activity-based selling methodology. As its name suggests, this CRM solution visualizes your pipeline and shows you which activities you need to perform to move leads forward and get more deals closed. Pipedrive is highly customizable and can be integrated with many other tools in your sales stack.
Pipeliner is a visually intuitive CRM solution that provides instant visibility and intelligence on key metrics and data. Designed with a drag-and-drop pipeline UI, this graphical CRM can generate one-click reports, comprehensive charts, and a quick view of your sales performance featuring metrics such as deals created, deals lost, deals converted, and the respective values of lost and won deals.
Salesforce is great but it takes a while to keep it always up-to-date. Good thing Rollio’s AI is there to help. Just tell Rollio what to do via voice or text message and he’ll automatically make CRM updates for you, within seconds. With an AI-driven assistant who understands what you say, you won’t need to make manual updates on your CRM ever! Saves a ton of time, propels team productivity, and helps you focus on closing more deals.
Salesflare is the perfect CRM for any small B2B business that wants to make more sales with less work. The CRM fills out itself, by synchronizing with your email, calendar, phone, social media, … and organizes all this data for you. Its email integration is unrivaled. It’s instant, imports email signatures, tracks your emails on opens and clicks (with linked website integration), and brings your CRM right in your inbox. Start making sales simpler. Use Salesflare’s automation features and enjoy its simplicity. Setting it up only takes minutes.
The dominant player in the space, Salesforce basically sets the standard for all things CRM. Salesforce has a robust range of functionalities, allows a high degree of customization, and supports collaboration. It integrates well with other apps and services and inspires a thriving third-party ecosystem. The Salesforce dashboard is among the most useful tools among sales and marketing professionals. The only drawback is its relatively steep pricing. For even more helpful tips, head to the Salesforce article here.
Sellsy is a full-featured CRM that eliminates the need for multiple sales prospecting tools to cover different aspects of your sales operations. From prospecting to invoicing, Sellsy helps you manage every element in your workflow, including email campaigns, e-commerce, and project management. The platform also provides sales and marketing intelligence to help you make smarter business decisions and achieve higher conversion rates.
Designed for small and medium-sized businesses, Teamgate is an exceptionally user-friendly yet powerful tool. It simplifies lead and client management, provides priceless insights into your sales process, and what’s more, integrates with your favorite third-party software such as email service providers, marketing, billing, customer service, and dozens of other tools. Teamgate Sales CRM is a multiple award winner for being the most affordable in the market.
Some sales teams need more than the “two-dimensional” view of a customer provided by most CRM systems. Built on AWS, Sunshine is an open platform with enough flexibility to accept customer information regardless of the source. Because it’s an open platform, it’s also deeply customizable, so you can build in apps to achieve any outcome the sales team needs.
Zoho offers a ton of features at a very affordable price. It has goodies for email marketing, customer service, lead generation, and reporting. Zoho has a simple and intuitive UI and integrates well with widely used apps such as Evernote, MailChimp, Google Apps, Microsoft Office and Quickbooks.
Short for Collective Intelligence, Collective[i] is an essential application for modern sales organizations looking to leverage various forms of AI/ML to improve productivity and drive revenue growth. It uses Robotic Process Automation (RPA) to automate data collection into CRM and keep contacts up-to-date. It also offers intelligent daily forecasting and collaboration tools all infused with data enriched insights about buyers, opportunity odds, and useful connectors to accelerate sales cycles. Underlying all of the functionality Collective[i] offers is one of the largest networks of B2B transactional data. This data set augments the internal data of their clients and trains Collective[i]’s algorithms so that predictions such as forecasting and opportunity odds are based on current market conditions and buying behaviors rather than historical selling patterns.
Autoklose is a sales engagement platform that offers email automation and B2B data all-in-one. It helps you target the right prospects by utilizing a huge database packed with clean, verified B2B leads. You can then engage your prospects by sending out sequences of highly personalized emails at scale, fine-tuning your campaigns in real-time, and automating your outreach and sales process.
If you are looking to contact a business, sending an email to their generic email address won’t cut it. The challenge, though, is finding these people’s real email addresses, but ContactOut makes the work so much easier. ContactOut’s primary feature is a Chrome extension that finds your prospect’s email address as you view their LinkedIn profiles. However, it does more than just find their email address. It also finds their phone numbers and social media profiles.
EmailAnalytics is an email productivity analytics tool that connects to your Gmail or G Suite account and visualizes your email activity — or that of your employees. This enables sales teams, customer service teams, and small business owners to measure essential KPIs like average email response time, email traffic by hour of the day, email traffic volume by day of the week, and much more.
Based on Gmail, Mixmax is a productivity app for any customer-facing team. Focused on finding efficiency in repetitive email tasks, Mixmax lets reps see who viewed each email and when, schedule meetings right from messages, schedule messages to send later, and add templated messages with one click.
Previously known as SenderGen, Opensense helps sellers use build pipeline, stay memorable and keep prospects informed using customized email signatures. Sales teams can insert hyper-personalized banners into their emails to ensure the entire message (even the signature) does the job of selling.
Lead Generation and Sales Prospecting Tools
Turbo-charge your lead management process. Apollo enables your team to scientifically determine your ideal customer persona and find real-world decision-makers who fit the profile. Once the platform infuses your pipeline with new qualified leads, Apollo immediately toggles your team to full engagement mode, accelerating your topline performance.
ClickPoint is a lead management software purpose-built for sales managers. Use ClickPoint to instantly prioritize and route leads, reduce closing times and generate sales activity reports. Match your best salespeople with the most challenging and valuable leads.
Your sales performance depends heavily on how your lead pipeline grows and flows. Increase revenue by accelerating your prospecting activities. Adopt smart practices that go beyond contact information and into deep analytics to sift through oceans of data and identify buyer personas most likely to engage your brand. Cognism uses automation and machine learning to get you to the right customers faster.
Harness the link between conversation and conversion rates. Conversica is an AI-driven sales tool that automates, streamlines and upscales your lead contact and qualification process. Deploying Conversica is like hiring a group of sales reps — at a fraction of the cost — who will tirelessly chase and nurture leads 24-7. The Conversica sales assistant will relentlessly but smartly continue to engage customers using natural language until they are ready for human sales professionals to come in and close the deal.
Drive revenue growth by managing your opportunities better. DealSheet extends the capabilities of your CRM, helping your team qualify, manage and close leads better. DealSheet also tracks the metrics sales leaders need to train and coach their team more effectively.
Prospecting can be a tedious process. Worse, doing it manually can take up an entire day and still leave you with a trickle of low-quality leads whose likelihood of opting in is not very bright. Fortunately, DealSignal automatically generates a list of prospects, leads and relevant intel on demand so you can focus on scheduling meetups, polishing your pitch and closing deals.
Dooly brings your most important sales and marketing content to your reps when they need it most—during their sales meetings. By analyzing your team’s calls and notes in real-time, Dooly feeds your team the stories and competitor intel they need to wow prospective customers and weave through objections with ease. Stop searching the abyss of your Google Drive for deal collateral or saying “I’ll get back to you on that,” and let Dooly help you close more deals—all while knowing your CRM and your team are kept up-to-date on the fly.
You started a conversation with your prospect in email. Continue that conversation via chat when the prospect visits your site. Drift gives sales teams the ability to link email and on-site chat, sending personalized messages and sequences across platforms. Drift also uses bots to quickly qualify website visitors, and route them to the right person to begin a sales conversation – all on the website.
Growbots automates the entire outbound sales process to help you generate and tap new sales opportunities from a database of more than 200 million decision makers. Use Growbots to create an ideal customer profile and automatically get a list of screened prospects that fit your criteria. You can then automate and execute an email campaign for warm leads and get closer to your sales goals. Growbot is intuitive and customizable.
Growlabs combines B2B lead generation with outbound sales communication to identify, engage and convert leads, at scale. Create your ideal customer profile(s) and automatically find leads from a proprietary database of 400 million verified prospects. Growlabs machine-learning algorithms determine when to send emails and follow-ups and pass new qualified leads directly to sales reps.
Hubspot offers an array of services ranging from free online analytics tools to a full-featured CRM. However, the company is best known for its set of inbound marketing tools that help brands hike customer reach and engagement. Use Hubspot to glean data-driven insight on how to build and optimize your lead generation campaigns.
Having a powerful tool stack for your sales team is a valuable strategic advantage. But things can become complicated when your different tools become so siloed and detached from each other that you need to 1) exit one tool just to use another, 2) manually sync data across the stack, or 3) follow separate usage protocols to get things done. Fortunately, Hull keeps all your tools in one place and automatically syncs customer data and other information across your stack. Use Hull as your command center to access and use your CRM, email, databases, pipeline manager, performance platforms and other sales enablement software.
Optimize and streamline your sales process by centralizing your customer content, quoting and ordering system across all your channels. Infor Sales Portal benefits makers and sellers of complex products which often experience discrepancies arising from the parallel use of disparate tools, apps, and other software for sales. Infor Sales Portal systematizes all your selling collaterals in one place to ensure that everyone gets timely information about your product.
Use customer data integrations and segmentation to identify only the most qualified website visitors and route them to sales to start conversations. A/B test messaging to constantly improve effectiveness, allow site visitors to book meetings with reps. All activities sync with Salesforce, so reps don’t need to spend any more time entering data.
Leadfeeder keeps your pipeline flowing by identifying companies who favorably engage your content. In analyzing website traffic, Leadfeeder traces organizations who show interest in your brand and which specific products appear to offer solutions to their problems. With this insight, sales teams can then approach prospects from the right angle and with the right pitch, substantially increasing their win rates.
LeadFuze automates your prospecting process, giving you more time to improve your skills, perfect your pitch, and close deals. Based on how you configure your ideal customer profile (industry, title, location, company size, etc), this lead generation software automatically gathers the contact information of matching decision-makers and promptly sends personal emails and follow-ups. LeadFuze has more than 50 million records in its growing lead database.
Elevate your lead generation and management process using the powerful combination of machine learning and expert human intelligence. LeadGenius enables your team to build lasting and meaningful relationships with every decision-maker who matters. Grow your market by identifying new prospects, validating consumer segments and buyer personas, optimizing your existing lead database, and enhancing your email outreach.
LeadIQ makes prospecting super easy, especially on LinkedIn. It is one of the fastest and easiest ways for sales teams and recruiters to build lists of verified contact data from the web and sync it into Salesforce, and many other CRMs.
There are a lot of things you need to match well besides clothes, job skills, and romantic partners. In sales, there’s such a thing as a lead-rep fit. A promising lead getting to the wrong rep easily becomes a lost opportunity. LeanData enhances your sales process by enabling precise customizations of your lead routing strategy. Use LeanData’s visually intuitive and insight-driven lead management features to optimize your topline potential by consistently assigning the right leads to the right reps.
Gain real-time, data-driven insights to propel your lead management process. Mintigo collects and analyzes thousands of corporate data points including financials, tech subscriptions, staff complement, and purchasing behavior. Running these data points with corresponding models and data in your CRM, Mintigo then prioritizes leads based on the value they can generate for your company.
Let AI-derived insights enhance your customer engagement efforts. Affinity, a relationship intelligence platform, analyzes your prospect’s behavioral patterns and gives you real-time recommendations on how best to connect with your customers at every moment of the engagement cycle. Integrate Affinity with your sales prospecting tools in your toolbox to get actionable intel (social media mentions, company news, etc) about the customer while you write emails or browse the Web.
Any SaaS company wishing to go upmarket must understand who their best sales opportunities are first. Without it, its salespeople risk wasting time processing bad leads and missing out on high-value opportunities. Refiner is a lead qualification software helping B2B SaaS companies uncover their hottest product qualified leads on autopilot, and providing their salespeople with insights about which of their leads and customers they should focus on, when to reach out, and what information to use, potentially, to make the sales conversation more relevant.
Salesvue was purpose-built as a native Salesforce function to help sales professionals automate their entire workflow: from prospecting to lead nurturing. Use Salesvue to grow your pipeline, increase appointment rates and convert more leads — without the glitches, delay, and usability issues commonly experienced in other third-party, non-native solutions that run in the Salesforce environment.
You need real-time intelligence on how your prospects perceive your brand in order to create and execute a timely engagement plan. SalesWings is a handy tool for monitoring and gauging how your leads respond to your current messaging. This suite of plugins, APIs, add-ons, and apps has the ability to detect specific behavior (such as newsletter engagement, visits to your website, and the particular sections or topics they are interested in). When trigger conditions are met, SalesWings sends real-time notifications so you can instantly react to positive signals.
The new generation of sales professionals demand toolsets that align with their habits and preferences, seamlessly melding work and lifestyle to keep them motivated and primed for high performance. Troops uses conversational AI to help teams get what they need (from cumbersome CRMs) fast, easy and on-the-go via a bot on Slack. No more need to wade in the murky swampland of conventional CRMs. All you need is to chat with a smart bot like you do with your friends.
As its name suggests, Velocify Pulse accelerates the sales process while improving the precision with which teams prospect for and engage leads. Use the platform with Salesforce to hike the productivity of everyone on the team — from prospectors and SDRs to closers and managers. Automate the way leads are distributed and systematize how your team approaches different engagement scenarios to improve conversion rates.
Wiza turns your LinkedIn Sales Navigator searches into lists of verified lead emails. If you’re already using Sales Nav for lead generation, use Wiza to export all of your searches and saved lead lists into a clean .csv, ready for outreach. Connect your account to Salesforce, Outreach or HubSpot to speed up your prospecting workflow.
Keep your team sharp with the right performance management tool. Altify helps determine the factors that deliver the biggest impact on your sales velocity, win rates and other metrics. Whether you need to tweak a specific sales activity or build new business development skills, Altify will show you how best to move the needle.
Tech businesses who partner with AlwaysHired can expect to have a high-quality talent pool from which they can onboard tech-savvy sales professionals. An immersive bootcamp for salespeople wishing to upgrade their skills, AlwaysHired also trains candidates to become well-versed in the trends and language of technology. Any organization who plans to sell tech products stands to benefit from this rare subset of salespeople.
You can brag about the latest tech enabler on your premises but selling still depends on how motivated your people are. Software can help improve metrics but it’s the people behind a brand who ultimately reel the profits in. To keep sales professionals focused and motivated, Ambition identifies which metrics have the greatest impact on your business then incentivizes sales reps who perform excellently on those metrics. Ambition provides motivational leaderboards to establish transparency and accountability, real-time scorecards to instill focus, and data analytics to ramp up individual and team performance.
Finding competent sales professionals can be difficult, especially when you’re doing business in competitive cities like New York, San Francisco, and London. Fortunately, Betts Recruiting is doing the groundwork for ambitious, fast-paced companies who need top-performing personnel manning their sales floor. Check out Betts Recruiting if you need pre-screened and optimally primed selling machines on your side.
Powered by AI and machine learning, Bigtincan automatically delivers recommended content to each specific prospect on any device and at every stage of the sales cycle. Bigtincan integrates with your CRM, providing real-time intelligence to help you customize collaterals, presentations, and dynamic sales playbooks any time and on the go. Real-time usage alerts help you understand how prospects engage with content. Automated CRM updates and predictive modeling drive sales rep productivity.
If you need training for people in your inside sales operations, Factor 8 is the team to get your reps in top shape. Factor 8 focuses on B2B selling for small and medium businesses but they work and partner with big-name brands such as IBM, HP, Google, and SAP. Unlike nearly every item on this list, Factor 8 is not a technically a software that you deploy across the organization but a bankable source of skill sets from where your team can learn everything they need to consistently deliver high performance.
Give your recruitment and training programs an upgrade. HireVue is a video-based platform that helps organizations discover, assess and train top talent. Use HireVue’s analytics capabilities to identify candidates who’ll fit your ideal profile for each sales role in your team. Use the platform for pinpoint-precise coaching, and use it to maintain peak sales readiness.
Hoopla is a full-stack performance management platform that aims to build a culture of excellence and collaboration. Using data analytics, gamification, and other features, Hoopla takes everyone on the same page and keeps sales teams focused on achieving their goals. Dynamic leaderboards and visualized metrics drive staff engagement and motivate everyone to give their best. Hoopla can be integrated with CRM, productivity apps and other software.
Things pan out well when data is on your side. LevelEleven is a sales activity management system that relies on engagement, behavioral, and performance data to tweak your sales team into top shape. The platform determines the key factors that tip the scales in favor of your business, then guides your salespeople on how best to transform that intelligence into closed deals. Use LevelEleven to build a culture of high performance and revenue growth.
In sales, your numbers are only as good as your members. Because your team’s knowledge and skills are critical, sales readiness is a strategic component you can’t afford to ignore. MindTickle is an end-to-end sales enablement platform that guides reps and managers across the selling cycle using structured learning paths, role-play, and analytics. From onboarding to ongoing readiness, equip your sales team with the skills and knowledge they need to succeed.
PointForward is an end-to-end performance management solution that helps you train sales reps quickly and cost-efficiently. Use PointForward to facilitate the onboarding of new sales hires, reinforce deal-winning skills, and establish best practices that consistently deliver positive results in every scenario.
A team’s performance depends very much on the leadership behind it. Qstream equips sales coaches and managers with qualitative and quantitative insights that demonstrably move the needle on metrics that matter. This solution combines KPI information from your CRM, competency ratings, skills training, knowledge base, gamification, and video-formatted observations to equip sales professionals with the right selling approaches, behavior, and messages as they engage customers in real time.
QuotaPath automates commission calculating and increases understanding of complex comp plans, thereby fueling a more efficient and accurate sales process for teams. With real-time data syncs from HubSpot and Salesforce and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and quota attainment all on a freemium model. With Payouts functionality, everyone on the team is paid accurately and on time.
SAP Commissions is an award-winning sales software provider whose suite of solutions cover marketing, sales performance, learning, and customer experience. SAP Commissions, the suite’s sales compensation service automates the compensation process while making any organization’s rewards program fast and accurate. Use SAP Commissions to create and manage sophisticated incentives programs that reduce disputes and overpayments while motivating direct and indirect sales teams to attain higher levels of performance.
Success in sales depends heavily on behavior, attitude, and habits. ThinkSmartOne is an incentive and rewards platform that helps reinforce and standardize winning behavior among sales professionals. Using gamification, automation, reporting, and real-time communication, ThinkSmartOne drives high performance and top-line growth.
Veelo provides a comprehensive sales performance management solution by centralizing enablement, optimization, onboarding, and training in a single platform. Using AI, machine learning and behavioral science, Veelo recommends the perfect conversation agenda or the most crucial learning track at the right moment to drive productivity and hike success rates. Use Veelo to onboard new salespeople faster and get them to reach peak performance quicker.
You can (and should) align your compensation strategy with your growth targets. Xactly can help you do so easier, faster, and with surprising levels of success. Xactly is a cloud-based incentive, compensation, and performance management platform purpose-built for enterprise-class sales organizations. Develop incentive plans that ensure optimal sales performance. Let Xactly automatically manage complex calculations and focus on getting your team to improve their win rates. Use analytics to glean actionable insight on performance-compensation dynamics. Leverage industry data to see how the competition compensates their talent pool.
Having a full view of every sales situation enables your team to make the right moves that directly impact your bottom line. With Accent Accelerate, you gain complete visibility into opportunities, selling activities, and customer behavior — crucial information that propels your team to achieve higher win rates. Using Accent’s data analytics, real-time tracking and visualization tools, you can navigate complex sales situations, prioritize the most valuable opportunities and determine the best step forward.
Highspot uses AI and machine learning to manage and deliver content for each unique engagement scenario. Use Highspot to keep sales reps sharp with the right training modules. Implement well-designed playbooks and delight customers with compelling content via email, landing pages or online presentations. Enable sales managers, teams and customers to discover and act on relevant information or insight. Integrate Highspot into Salesforce and gain real-time data on how prospects and leads respond to your messaging.
The quality of your content significantly impact the buying behavior of your prospects, but the manner in which it is delivered also matters. Klyck’s integration with your CRM allows reps to build interactive presentations right within the platform. Plus, reps save time with Klyck’s advanced search and filtering options that make it easy to find the most relevant sales content quickly.
SalesHood is the leading all-in-one sales enablement platform, purpose-built to help hyper-growth companies activate sales excellence. Through its cutting-edge approach to learning, coaching, guided selling and content management, SalesHood is proven to reduce time to ramp, lift quota attainment and accelerate sales velocity. Virtual, hybrid and in-person organizations use SalesHood to optimize seller performance, build team connectivity and realize faster revenue outcomes—at scale.
Elite sales professionals go the extra mile to understand their prospects’ key pain points and customize messaging to address them. But even the most efficient salespeople can waste time searching for the right content to send to prospects at the right time. Then, it’s not always clear what content was most engaging for the prospect. Seismic is an enterprise-grade sales enablement platform. Among its many capabilities, it shines as a content management system that provides up-to-date versioning, predictive content recommendations for each deal, and analytics to show reps which content makes the most impact.
SetSail is the leading revenue execution tool. It helps drive sales productivity as you scale by incentivizing your revenue teams to focus on the right behaviors. Reward best practices in real-time to make every rep behave like a top-performer.
Get the most from your content by making it more accessible, measurable, relevant, and powerful. Showpad enables your team and your customers to find, share, or present the perfect content for every situation. Ramp up sales performance by engaging and inspiring customers with better, action-inducing conversations.
Veelo provides a comprehensive sales performance management solution by centralizing enablement, optimization, onboarding, and training in a single platform. Using AI, machine learning and behavioral science, Veelo recommends the perfect conversation agenda or the most crucial learning track at the right moment to drive productivity and hike success rates. Use Veelo to onboard new salespeople faster and get them to reach peak performance quicker.
Designed to eliminate sales reps’ and managers’ admin tasks, Bloobirds helps your team flow through their pipeline to make selling more intuitive. All while collecting crucial insights without relying on notoriously forgetful salespeople to fill out the CRM. Plus, drag and drop your sales playbook into their user-friendly platform to see results like a 210% increase in qualified sales opportunities. Bloobirds supports your sales and prospecting team every step of the way while helping leaders to make better decisions.
Going back and forth between your email and Salesforce can be tedious and surely takes a ridiculous amount of time. Cirrus Insight allows you to work within your email while having Salesforce around to seamlessly guide your correspondence with smart, deal-closing insight. With Cirrus Insight, all your email data, schedules, and follow-ups get sync automatically with Salesforce, eliminating the need for data entry, manual updates, and other tedious tasks. You save time, increase productivity, and exude unmatched domain mastery in your email correspondence.
Looking for a simple yet powerful software for sales engagement? Mailshake allows you to send personalized cold emails at scale, engage with prospects via phone and social media, and build all-in-one sequences — all on one dashboard. Leverage mail merge personalization and automatic follow-ups to improve and scale your email outreach. Save time with the integrated phone dialer. And improve connect rates with sales cadences that engage with prospects in multiple social channels.
Get your email campaigns in order. Outreach is the market-leading sales engagement platform, helping you track, pace, analyze and automate your email and voice messages to your customers. By integrating Outreach into your CRM, you’ll never have to manually log your messaging activities and outcomes, freeing more time for you to book more meetings, close deals and make better-informed decisions. A top research firm recently found that organizations using Outreach get a 387% return on investment — that’s 5x, which is the highest in the industry. It also frees up 20% of your sales reps’ time to focus on additional selling activities, giving you a 3-month payback period.
Gone are the days of missed follow-ups with prospects or losing hours each day logging information to your CRM. PersistIQ is an easy to use sales orchestration system that salespeople use to proactively generate new opportunities. With PersistIQ, salespeople quickly create multi-touch and multi-channel communication campaigns that include email, voice, and manual tasks, all synced to your CRM. These campaigns drive high-quality and personalized touchpoints with prospects, increase sales activity numbers, and keep salespeople organized every day.
Reply automates your outreach while maintaining personalized conversations with each of your prospects and tracking their behavior over time. Use Reply to scale your outbound communications across multiple channels and drive engagement. Use it to boost inbound sales and nurture relationships with existing accounts. Integrate Reply with your CRM, find prospect emails on LinkedIn, initiate call sessions more efficiently, and tap the benefits of data-driven analytics to make smarter selling decisions.
SalesHandy makes it easy to reach out to prospects and close deals. You can send cold emails and email campaigns. Automatic followups and email scheduling both ensure you never miss an opportunity. Mail Merge allows you to increase personalization and get more opens. SalesHandy analytics gives you insight into your overall performance so you can boost engagement faster.
SalesLoft provides sales organizations the ability to build, share, and execute on their pattern of sales steps across email, phone, and social. They help sellers make more connections and close more business. Real-time email tracking helps teams respond to buying signals, and the integrated dialer allows users to dial, log, and record calls from anywhere. SalesLoft integrates with over 35 other sales technology vendors.
SPOTIO is a comprehensive field sales management software for sales managers and reps. Delivered through an intuitive mobile application for reps in the field and a desktop application for managers, SPOTIO centralizes sales team activity to enable higher productivity, increased revenue, and more deals closed.
Striking while the lead is hot increases your odds of closing the deal. VanillaSoft’s unique lead prioritization engine automatically serves up the “next best lead” to the sales rep, based on buying intent (incoming web leads rise to the top), various lead profile attributes, and the follow-up cadence. There are no lists to manage. As a sales rep concludes an outreach attempt the next best lead automatically appears, dramatically increasing productivity and revenue-per-rep.
Use email to simplify sales prospecting and propel your closing rate. Yesware is an easy-to-use service that runs in the background of your email client, syncs with CRM, and provides prescriptive analytics on how to best engage prospects at each stage of the selling cycle. Yesware tracks and analyzes email, call and presentation data as gleaned from your inbox then automatically syncs with Salesforce, lending more transparency while eliminating the need for manual data entry.
Sales and Market Intelligence
Having the right information at the right time enables you to make decisions or take actions that get you closer to your goals. Artesian provides real-time and relevant insights about your customers, their world, and what matters to them most. Use Artesian to understand your market better, qualify prospects more intelligently, and maintain customer engagements that yield meaningful and productive results.
Skip the research and data entry with automatically enriched customer data. With access to 200 million contacts at 20 million companies, Clearbit gives you the right information about your prospects when and where you need it. The platform can find new leads based on your target demographic or firmographic data, and identify web traffic, providing insight into named accounts.
Knowing your audience and having fresh, accurate information about prospects help set the right tone for customer engagement. Hoover’s has been providing customers with market intelligence since the 1990s and runs a database of more than 85 million businesses and 100 million professionals across nearly a thousand industry segments. If you want a quick way to gather insider info on a new prospect, Hoovers is a decent tool to use. A well-known secret: this tool can help you find prospects with immediate needs.
Combine accurate sales and marketing intelligence with your sales management software and you get an effective tool for homing in on the right leads every time. Use DiscoverOrg to funnel marketing-qualified leads into the pipeline of your sales development team. Configure behavioral triggers to give you real-time information on whether targeted prospects are ready to buy. Use detailed and regularly updated org charts of your prospective client companies to identify the right point person for each engagement. With its acquisition of Zoominfo in 2019, DiscoverOrg is now an even more complete database of contacts and firms.
Deepen your knowledge of high-value prospects. As a platform enabling sales professionals to connect with former executives of target companies, Emissary helps you gain a clearer understanding of the ecosystem, motivations and pain points of your key customers. Use Emissary to formulate a winning engagement strategy.
The right intel will help you establish positive connections with prospects. The right insight gained at the right time will help you build relationships and convert prospects into paying customers. FirstRain focuses on acquiring pertinent information, and on formulating timely insights to drive growth strategies and strengthen sales. FirstRain tracks the business, social media, and financial activities of your key customers and empowers your team through in-depth field knowledge and analytics.
FullContact is a powerhouse contact platform for professionals, teams, and businesses. Their Chrome extension puts your Gmail on steroids – giving you robust data on your prospects so you can sell better and win more deals.
Get real-time details on digital product adoption, usage, and spend insight for 20,000+ products across more than 7 million businesses. Want to prospect or prioritize leads by spend or usage on a specific product (i.e., AWS S3), category (i.e., CDN) or digital use case (i.e., Big Data)? Then check out Intricately. Grab their free Chrome Extension so you can do less discovery and spend more time closing.
KickFire enriches your pipeline by unlocking new leads and opportunities, identifying which of your products and services resonate most with your key audience, and scoring prospects to help you prioritize your moves. KickFire uses web tracking, real-time notifications, and powerful analytics to give you full sales process visibility and keep you ahead of the competition.
Lead411 is a Sales Intelligence platform that discovers actionable insights for sales/marketing teams to help them target companies/contacts that are much more likely to be buying specific products and services. Using technology and their team, they expose high quality leads for your solutions coupled with highly accurate contact information. Lead411 helps their clients crush their competition.
Acquire the corporate intel and insight you need to attract, qualify and convert customers. Mattermark enriches your customer database with dynamic, up-to-date information about your target companies, including location, number of employees, funding rounds, and scores of other data. Use Mattermark to deepen your understanding of key prospects and initiate more meaningful conversations that lead to sales.
Knowing how big your market share is should be a top priority when making important business decisions. Cognism has created a free Total Addressable Market or TAM Calculator to help you understand the size of your prospective market. Simply enter your target criteria including job title and seniority, companies, location, and more. Once this step is complete, the calculator will map the size and scale of your total addressable market. This should enable you to make better business decisions going forward.
UpLead is an online B2B sales intelligence platform that allows you to search among over 54 million online profiles to quickly connect you to qualified leads. You can use its giant database to search for new leads or update and enrich an existing lead database. All you need to do is to input the information of your ideal customer persona, including their location and online technology they use, to get all the leads you need.
While still operating independently as of this update, Zoominfo was acquired by DiscoverOrg in 2019. That merger followed ZoomInfo’s acquisition of Datanyze in 2018. Those three databases of customer data combined make for one powerhouse of customer intelligence.
Vainu is a sales intelligence platform that helps companies achieve personalization at scale in sales and marketing. Powered by technology to collect, read and understand all company information ever written, Vainu makes these real-time company insights easily consumable directly in its customers’ existing business systems. Vainu seamlessly integrates with popular CRMs such as HubSpot, MS Dynamics, Pipedrive, and Salesforce. With this integration, you can fix and update stale information, fill in blanks in your data with exhaustive firmographic and technographic information, automate workflows based on data triggers, and get a holistic company overview in one glance.
Building Your Custom Toolbox
The foregoing list is by no means comprehensive. The apps, services, and platforms we cited are just some of the most popular and highly rated solutions in the market.
If your team hasn’t had any addition to your toolkit lately, it’s high time to assess which stage or aspect in your sales operations needs a little uplift. Try out some of the tools we listed here and decide for yourself.
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Also published on Medium.