Join our blog community to stay informed and receive fresh content and actionable tips directly in your inbox.
There’s no shortage of sales tools designed to boost your productivity and make your team more successful.
However, the paradox of choice can make it hard to, well, choose what’s best for your team. That's why we've compiled a list of the 20 best sales tools currently available, based on the best options for:
Cirrus Insight brings Salesforce to your inbox and your inbox to Salesforce.
Whether you use Gmail or Outlook, you’ll be able to keep all activities and contacts synced no matter where you sell. Enjoy features like email and link tracking, the actionable insights of Activities+, and easy calendar event creation. Say “goodbye forever” to manual updating your CRM.
Cirrus Insight also offers a mobile app for staying productive on-the-go!
Geopointe gives Salesforce users spatial insights to understand the mapping and geography of your customers so you can manage specific territories better.
You can search for your customers across different areas and regions, optimize routes between clients, and view geo-analytics.
Geopointe's merger with LevelEleven will be one to watch!
DocuSign is the Salesforce ecosystem's most popular document signing platform.
Keep your business secure while eliminating paperwork and delays. If you’re not using an electronic signing service, it's time to step away from the fax machine and make the move to DocuSign.
Conga is an exciting company to watch, following their recent acquisition of Apttus.
Configuring price quotes? Managing your supplier relationship? Dealing with complicated contracts or workflows? Conga simplifies contract life cycle management and will cater a solution specifically for you from inside Salesforce.
Using the suite of tools previously offered by Conga, you’ll shorten your sales cycle and increase the chances of closing your next big deal.
Also worth mentioning is Conga Composer, which takes information from Salesforce to build richly-formatted templates that fit your business’s needs.
Save time on creating and formatting documents. After you’ve made your document, you can easily export it to wherever you are working.
Leadfeeder gives sales teams the ability to see who’s visiting your company’s website and, more importantly, what they’re interested in.
Qualified leads can be automatically sent to reps and updated in the customer relationship manager (CRM). With advanced insights into a prospect’s interest, you can start off on the right foot with conversational intelligence that drives the needle forward.
A little account-research goes a long way. Too bad most sales reps don’t have the time to do it — or, more importantly, do it well.
Detective equips teams with the prospect data they need to make meaningful connections. Gathering information from all over the web, Detective surfaces everything on potential customers — from breaking news articles to social media updates.
Detective’s Browser Automation also makes it possible to customize ongoing searches to your team’s specific sales process.
The advanced company and contact search capabilities of ZoomInfo make it possible to not only connect with more customers, but more of your ideal customers.
Use ZoomInfo to create a solid list of potential leads based on your established ideal customer profile. This information can then be added to your CRM for a more robust database that incorporates data on team size, funding, and technology use.
If you’re on a B2B-focused team that emphasizes social selling, then LinkedIn Sales Navigator will prove an invaluable sales tool for your stack.
LinkedIn Sales Navigator helps you identify the right prospects with advanced search functionality and potential leads based on target account information. Access to InMail Messages assist the relationship-building process.
You’ll also get updates on tracked leads and accounts in real-time, and can sync any notes and tags back to your CRM.
Speaking of CRMs, you can easily connect to Salesforce and update activity in a single click.
Clearbit helps your sales team recognize customers as they engage with your company.
Clearbit gathers information across omnichannel experiences (with data sourced from 250+ private and public sources, then vetted for quality and accuracy) to create one unified, accurate profile. Start with an email address or corporate domain to paint a fuller picture and provide reps with the information they need to move a deal forward.
Wish it was easier to make simple, appealing sales content without a team of programmers and designers?
Populr enables teams to create sales one-pagers — drag-and-drop style — to share through email, social media, or any other digital sharing medium. You can also quickly duplicate and edit pages to tailor them to different audiences.
You don’t have to reinvent the wheel every time you start a new conversation. Email templates are your friend.
Contactually has an email template generator for every situation — whether it’s reaching out to a prospect, following up after a webinar, or even getting your stuff back from an ex-lover!
Some of the options are obviously a bit more humorous, but it’s a great sales tool to draw inspiration from.
Templafy is a document creation platform that supports teams no matter where they work.
Templafy offers templates for everything from email signatures to PowerPoint presentations. Streamline branding and formatting across your employee network for a cohesive, polished representation of your business.
Zapier touts itself as the “easiest way to automate your work.”
In terms of your inbox, Zapier’s integrations for Gmail and Microsoft Outlook help you get more done from one centralized location. Set up triggers (i.e. “zaps”) to synchronize information across thousands of apps, and start maintaining a level of productivity that will hum along in the background.
Have a lot of clutter in your inbox?
Clean Email lets you set up segments in your email, based on rules and filters. You’ll be able to quickly focus on the most important messages, and disregard the spam.
Clean Email’s Smart Unsubscribe feature is especially useful for dealing with those pesky spam messages that never stop coming, no matter how often you click “unsubscribe.”
You can find anyone’s email address if you know where to look — and have the right tool for research.
Hunter gives you direct access to any email listed on the internet. All you’ll need to know is your contact’s company website.
Even if Hunter can’t find the exact address of the contact you’re looking for, it’ll provide you with the email address format used by your target company, so you can still reach out if you know the person’s name.
Evernote centralizes your note taking, no matter where you are — in a meeting or onsite with a prospect.
Gather everything for a project in one place, from web articles to photos. Share, collaborate, and integrate your work across all the platforms you work on (e.g., Gmail, Outlook, and Salesforce) and watch your productivity skyrocket.
Best of all, you can get organized and share your ideas for free with Evernote’s basic plan.
Todoist is a no-fuss solution for keeping track of projects and todos. A minimalist approach makes it easy for reps to organize their day and tasks in need of follow up. Set recurring tasks, favorite projects, and organize projects by due dates and priority level.
And if Todoist isn’t your perfect fit, use one of these Wunderlist alternatives to stay on top of todos.
Guru is a knowledge management sales tool that keeps everyone in sync.
Quickly access the resources you need, whether you’re working in your inbox, on a call, or in your CRM. Everyone will be on the same page, and the onboarding process for new employees will be easier than ever.
Guru ensures accurate and useful information is right where you need it.
When you’re writing content or communications, you don’t always catch your own errors.
Luckily, Grammarly ensures that you don’t have to keep an editor on staff. This free online writing assistant keeps an eye out for grammatical and spelling errors, incorrect punctuation, and misused words.
Look professional and keep communications flowing, whether you’re typing up an email, crafting a sales document, or posting an update to LinkedIn.
Does your sales team struggle with motivation? Wish work was more fun?
Ambition taps into the inner-competitiveness of your sales team and turns the selling process into a game (all while boosting their productivity).
Points are awarded based on personalized company goals, and your sales group will enjoy competing for the top spot on the scoreboard.
Building the right sales tool stack for your team is all about trial and error. Identify your pain points, review opportunities for increasing productivity, and put the above platforms to the test.
Don’t be distracted by shiny bells and whistles. And don’t just equip your team with more features — give them the best features.
Did our list miss your favorite sales tool? Tweet us at @cirrusinsight with more must-try platforms to maximize success.