Sales representatives are a unique breed. They’ve got charm, moxie and killer time management skills. How do they do it all? Their arsenal of proven sales tools, of course. 

If you’re anything like the hard-working members of Vendasta’s sales team, time is a precious commodity, and you’re interested in sales tools to help you make the most of your sales funnel.

In fact**, our Chief Revenue Officer George Leith can attest to Winston Churchill’s statement: “...give us the [sales] tools and we will finish the job.”

winston churchill             vendasta george leith

We know what you’re thinking... The resemblance is uncanny.

**Please Note: This is not a confirmed fact, but rather a reason to get creative with George’s head shot. His speeches are legendary in their own right, though. See him in action here.

All jokes aside, Vendasta’s marketing team created this blog to make the lives of sales representatives easier. Here you’ll find 37 sales tools (either free or close to it) to help you crush those monthly quotas.

BONUS: To make navigating even easier, we’ve organized these sales tools based on where they fit in the sales funnel:

Prospect / Research / Qualify

Connect / Schedule

Demo / Present

Close

CRM

 

11 sales tools to prospect, research and qualify

Call new prospects, converse. Call existing prospects, converse. Send follow-up emails and demo reminders. Repeat all of the above for the entire day. The sales floor is a delicate ecosystem where every second counts, which is why scaling outreach efforts can be a nightmare for marketers and sales reps alike.

But never fear, these sales tools are designed to make prospecting easy by building lists chockfull of targeted leads and providing helpful insights about how to connect with them.

Sales Tool Description Free Trial Available?
Sales Search Conveniently search prospect information Yes
LeadIQ Gather prospect contract information Yes
Datanyze Tracks competitor subscribers Yes
Visual Visitor Anonymous visitor website tracking Yes
Snapshot Report Virtual report card for online reputation Yes
Hunter Identifies email address using domain patterns Yes
SoAmpli Content distribution Yes
FindThat.Email Online email "yellow pages" for prospect contact information Yes
Yesware Track email engagement and schedule followups Yes
Owler Online community for business insights No, always free!
Charlie App One page cheat sheet for business insights Yes

Sales Search

Sales Search is a Chrome extension that helps streamline the prospecting search process. With a simple highlight and right click, you can search for the prospect on a search engine, LinkedIn and more. Sales reps just need to highlight a name (first, last or both), email, phone number or other information, right click and choose a search engine. And voilà! A new tab will then open up with the results. Bye, bye copy and paste!

sales search prospecting tool

Key Features:

  • Extensive search options (Salesforce, MyStats, LinkedIn, Google, Gmail, Hoovers, Facebook, Google+, Twitter)
  • Supports translation (Detected Language to English, Spanish to English, German to English, French to English, Portuguese to English, and more)

Key Benefits:

  • Eliminates the need to copy and paste information into a search engine, saving time

Free Trial Available?

  • Yes - Free Chrome Extension

Chrome Web Store Rating: 4.4 out of 5 stars

LeadIQ

LeadIQ automates sales research by gathering current contact information for prospects using LinkedIn and Angellist accounts. With the click of a button, LeadIQ gathers data from multiple sources to enrich prospect profiles and gather work email addresses, and, depending on your subscription level, personal emails and phone numbers as well. Not sure who to prospect? LeadIQ will pull in potential prospects based on their job titles, saving time and effort in figuring out who should earn a spot on your next lead list.

LeadIQ offers scalable paid solutions for sales teams depending on their size and prospecting needs, and the magic starts with a simple and free Chrome extension. Lists can also be synced with SalesForce CRM, or imported to Google Sheets or csv files to keep lists organized in your own system.

leadiq prospecting tool

Key Features:

  • Free Chrome extension
  • Syncs information with SalesForce and Google Sheets
  • Lists can be exported to csv files
  • Visual indicators of confidence for emails

Key Benefits:

  • Quick one-click prospecting tool designed to scrape email information for singular or multiple contacts
  • Can search for specific people you are trying to reach, or build a targeted list based on company or job title

Free Trial Available?

  • Yes - 50 free credits initially, 15 credits per month after

G2 Crowd Rating: 3.1 out of 5 Stars

Chrome Web Store Rating: 4.2 out of 5 Stars

Datanyze

Chances are a sales rep has phoned someone who is already using a competitor’s solution in the past. The successes and pitfalls of a competitor’s offerings are important to know in order to pitch to companies that are using them and influence them to try something new.  

Datanyze is a database that monitors which firms use what technology. Sales reps can receive alerts when known technology contracts are nearing completion, as well as build prospect lists and mine information based on a specific type of software or service.

datanyze prospecting tool

Key Features:

  • Export lists to major CRM platforms or CSV files
  • Chrome extension
  • Predictive analytics assess and score pipelines
  • Data enrichment

Key Benefits:

  • Create a customized pitch based on what technology a prospect is currently using
  • Build lists and campaigns targeted at competitor subscribers

Free Trial Available?

  • Yes - Free Chrome Extension

G2 Crowd Rating: 4.0 out of 5 Stars

Visual Visitor

Generally when it comes to inbound leads, sales reps are only able to identify prospects who have filled out a form or downloaded content online. This method glaringly excludes visitors who visit the site but simply don’t fill out a form. But how else would you find their contact information?

Visual Visitor helps identify website visitors that don’t deliberately leave their contact information behind. The platform helps capitalize on what the company refers to as “silent proposals,” closing the communication gap between organizations and cold prospects by providing sales reps with valuable information about what companies are viewing the website, for how long, and from where. **Note, Visual Visitor is available to Vendasta partners via our Marketplace.

visual visitor research tool

Key Features:

  • Identifies who is on your website, what they are interested in, where they are from, and when they visited
  • Instant email alerts for new website leads
  • White label version available in Vendasta’s Marketplace

Key Benefits:

  • Captures contact information even if users don’t fill out a form
  • The prospects identified by Visual Visitor are already interested in your site, and now you know how to contact them

Free Trial Available?

  • Yes - 14 days

G2 Crowd Rating: 2.8 out of 5 Stars

Snapshot Report

With the rise of inbound marketing, obtaining educational content is a breeze for prospects. In comparison, traditional outbound efforts often lack this important piece of the puzzle. Prospects want to feel as though they’ve been provided something of value following an interaction with a business, which is why cold emails can often fall flat.

Vendasta’s Snapshot Report is the perfect way to provide value to prospects and illustrate how digital solutions can help their business. In only ten minutes, Vendasta’s platform creates a personalized report about where a prospect’s business is winning, and even more importantly, how they can best improve. Vendasta’s Snapshot Report provides prospects with a ton of value, as well a starting point for how to fix things, including access to a free Business Center. It’s prescriptive content for both the prospect and the salesperson.

snapshot prospecting tool

Key Features:

  • Fully personalized report generated in minutes
  • Grades for listings, reviews, social, website and SEM efforts
  • In-depth analysis for each section, including comparison to industry benchmarks and direct competitors
  • Now available as a widget to capture inbound prospects visiting your website

Key Benefits:

  • Provides prospects with a single source of truth about the state of their business’ online reputation
  • Piques prospect interest, leading to higher click through and conversion rates
  • Provides a prescriptive foundation to build upon during sales cycle

Free Trial Available?

G2 Crowd Rating: 4.5 out of 5 stars (rating for Vendasta as a whole)

Hunter

Hunter is a phenomenal Chrome extension that helps you find email addresses without digging into the ethers of the web. You can also go to their website and type in the domain name of the company and the prospect you are searching for to get the format that is most accurate. For example, people who work at Vendasta’s most common pattern: {f}{last}@vendasta.com.

hunter prospecting tool

Key Features:

  • Free Chrome extension where you can complete up to 150 searches/month
  • Adds a CTA button when looking at LinkedIn to quickly get email address for a given contact

Key Benefits:

  • Saves you much time when searching for prospect and outreach contacts email addresses

Free Trial Available?

  • Yes - 100 free searches per month

G2 Crowd Rating: 4.2 out of 5 stars

Chrome Store Rating: 5 out of 5 stars

SoAmpli

SoAmpli provides content for sales teams to share on social media, connecting them with relevant prospects. It allows sales teams to access relevant content to share on social media, increasing their network and influence to convert cold leads into hot prospects. Simply put, it enables sales teams to sell more.

soampli prospecting tool

Key Features:

  • Distribute relevant content quickly
  • Real time statistics and downloadable dashboards to measure ROI
  • Attach numerous social media accounts to your SoAmpli profile
  • Smart automated content discovery system to distribute content

Key Benefits:

  • Generate leads with relevant and timely posts
  • Use powerful content to grow your personal brand
  • Expand your online professional network and build relationships
  • Connect teams, influencers and fans in one location

Free Trial Available?

  • Yes - Free trial after Demo

G2 Crowd Rating: Nothing! There are not enough reviews yet— give it a try and beat the crowd!

FindThat.Email

You’ve connected with a new prospect on LinkedIn and want to add her to a prospecting email campaign. FindThat will help you get her email. You can use their chrome extension, enter her info manually or even upload a list of all of your prospects at the end of the day. Say goodbye to cold calling and hello to FindThat.

findthat email prospecting tool

Key Features:

  • Chrome extension for easy access to prospect details
  • 50 search credits and 100 verify credits for free every month
  • Integrates with many CRMs and email tools

Key Benefits:

  • Saves you time finding emails for prospects
  • Allows you to warm up cold leads before calling

Free Trial Available?

  • Yes - 50 search and 100 verify credits

Chrome Store Rating: 4.74 out of 5 stars

Yesware

Have you ever wondered what happens after you click send?  Has that prospect actually opened your email? Have they opened it 20 times? You can see how those two things are very different and important indicators of interest. You’re going to want to prioritize a call with the prospect who opened the email 20 times over the one who just opened it once. Yesware can help you do that, and so much more! Track your emails, upload templates, set up automations and utilize their time saving sales tools.

yesware prospecting tool

Key Features:

  • Syncs with most email servers (Gmail, Outlook etc.)
  • Allows you to create templates and drip campaigns for your whole team to use
  • Set up multi-channel sales campaigns combining emails, calls and more!

Key Benefits:

  • Save time writing emails, making calls and setting up reminders
  • Helps you prioritize your sales actions by calling the most interested prospects first

Free Trial Available?

  • Yes - 28 days

G2 Crowd Rating: 4.5 out of 5 stars

Owler

Just like you would research a company prior to a job interview, it’s good practice for a sales rep to familiarize themselves with the company they’re about to pitch. But sometimes it’s hard to wade through all the search results that pop up, especially when the clock is ticking.

Owler is an online source for business insights that are built using user input and ratings. The site can be used to research business, CEOs, and employment stats that have been provided by business professionals who actually work for the company.

owler business insights tool

Key Features:

  • Instant Insights delivers funding announcements, acquisitions, and leadership changes directly to a member’s inbox.
  • Daily Snapshot curates top news stories and blog posts, along with new competitors, to members’ attention.
  • Weekly Showdown provides performance benchmarks between a member’s employer and their competitors across web traffic, CEO approval ratings,

Key Benefits:

  • Easy to find daily insights about competitors and prospects that can be sent directly to your inbox

Free Trial Available?

  • No - Always free!

G2 Crowd Rating: 3.9 out of 5 stars

Charlie App

As a salesperson you’re constantly in contact with multiple prospects. How do you make your conversations personalized without spending too much time creeping their LinkedIn profiles? You hire an assistant! But, who has the budget for that right? Well we’ve found the solution for you. Meet Charlie, he’s the newest addition to your prospecting team. He’ll do the creeping for you, compile a summary and send you a daily email with what you need to know about your meetings for the day!

charlie app research tool

Key Features:

  • Free to sign up for a basic account
  • Has access to hundreds of sources (social media, news sites & blogs, company website)
  • Syncs with your calendar (iPhone, Google, Outlook, iCal)

Key Benefits:

  • Saves you time preparing for your daily meetings

Free Trial Available?

  • Yes - Free Chrome extension

G2 Crowd Rating: 4.7 out of 5 stars

7 sales tools to connect with prospects and schedule a demo

Time is of the essence, and, without a doubt, it is also a sales rep’s greatest obstacle. Between maneuvering the space-timezone continuum and hitting talk time goals, they also have to keep up with emails touches and reminding prospects to show up for the demo they scheduled weeks ago.

These sales tools are designed to automate and improve a salesperson’s daily routine, making it far easier to connect regularly and helping to minimize the time it takes to schedule that sought after meeting:

Sales Tool Description Free Trial Available?
Streak Organizes Gmail inbox based on sales cycle Yes
Appointment Scheduling by Agendize Online appointment scheduling Yes
Live Chat by Agendize Instant online messaging system Yes
Boomerang Schedule email reminders and releases Yes
TimeTrade Online scheudling through Gmail or Outlook Yes
Conspire Identifies personal network connections Yes
Clara Online AI scheduling assistant Yes

Streak

If you’ve ever been frustrated by bouncing in and out of your Gmail as part of your customer management process Streak might be the app for you. Built as a plugin for Chrome, Streak circumvents the tab hopping by essentially putting a fully functional CRM in your inbox. Streak uses a clever spreadsheet style layout to organize projects in Gmail and then filters the appropriate emails to project folders called “pipelines”. Once there you can build schedules, book presentations, and organize collateral all within Gmail. 

Though built for almost anyone with a busy Gmail inbox, Streak shines most brightly for salespeople. It is definitely worth checking out if you are still looking for that perfect CRM software fit.

streak email scheduling tool

Key Features:

  • Full Google App integration
  • Cloud based data storage
  • Out of the box templates built for sales
  • Custom templates included

Key Benefits:

  • Removes friction by putting multiple things in one place
  • Allows you to be more mobile with your work

Free Trial Available?

  • Yes - 200 tracked emails per month

G2 Crowd Rating: 4.6 out of 5 Stars

Appointment Scheduling by Agendize

Agendize's Appointment Scheduling is a useful sales tool that handles all your appointment booking and scheduling needs, with the added punch of call tracking, click-to-call and instant Live Chat functionality built-in. Keeping your schedule organized helps with effective lead management, and ensures that nobody gets lost along the sales pipeline. 


agendize appointment scheduling tool

Key Features:

  • Appointment booking & schedule management
  • Call tracking, click-to-call & live chat functionality
  • White-label/rebrandable platform
  • Fully configurable APIs
  • Available in Vendasta’s Marketplace

Key Benefits:

  • Reduces no-shows and save time with automated notifications and reminders by SMS and Email
  • Eliminate double-booking confusion with 2-way calendar synchronization
  • Make your team instantly-accessible with easy click-to-call options for your prospects

Free Trial Available?

  • Yes - 14 days

G2 Crowd RatingNothing! There are not enough reviews yet— give it a try and beat the crowd!

Live Chat by Agendize

Wait, didn't we just talk about this one? Kind of, but Agendize's Live Chat is so awesome in its own right we had to give it a separate entry! Think about it this way: in real life, when you walk into a store you’re greeted by an employee (well, hopefully). Right from the start you know that you have someone available to help answer the questions that might arise during your visit. Today, with everything moving online, websites are digital stores. Live Chat by Agendize creates a means for businesses to greet their customers, and provide answers to their burning questions.

agendize live chat connection tool

 

Key Features:

  • Chat window is always available on website and can auto-prompt on certain pages / browsing times
  • Contact information and chat histories are stored for future interactions and prospecting efforts
  • Configure hotkeys to maximize efficiency and refine answers to FAQs
  • Available in Vendasta’s Marketplace

Key Benefits:

  • Instant connections with prospects
  • Logged information can help you set up targeted campaigns based on customer inquiries

Free Trial Available?

  • Yes - 14 days

G2 Crowd Rating: Nothing! There are not enough reviews yet— give it a try and beat the crowd!

Boomerang

Currently available for Gmail, Outlook and Android, Boomerang works as your super handy and multi-functional email assistant. Schedule emails to send at optimal times, snooze messages, get read receipts & follow up reminders if someone doesn't respond to your email.

boomerang email scheduling tool

Key Features:

  • Schedule emails to send later (perfect for those that burn the midnight oil
  • Program reminders to follow up on messages
  • Works perfect on mobile
  • Schedule reminders if you don’t hear back

Key Benefits:

  • Optimize your time by keeping your inbox streamlined
  • Don’t lose track of opportunities by using the scheduled follow up reminders
  • Quit having things fall through the cracks because of forgetfulness. Start responding when you say you will

Free Trial Available?

  • Yes - 10 message credits per month

G2 Crowd Rating: 4.5 out of 5 Stars

TimeTrade

If you’re looking for a tool that allows advanced customer scheduling and queue management, you’ve found it with the TimeTrade Customer Engagement Cloud! Next level customer and calendar management with no coding required.

timetrade scheduling tool

Key Features:

  • Customizable appointment workflows to match your business’s pace
  • Customizable branding to make it consistent with your business image
  • Smart Matching technology to align each appointment automatically with the right person and resources

Key Benefits:

  • Infinitely scalable to match your agency needs, as proven by its usage from the world’s top banks, retailers, healthcare providers and more

Free Trial Available?

  • Yes - 15 days

G2 Crowd Rating: 4.1 out of 5 Stars

 

Conspire

Cold prospecting can be a pretty frigid exercise. Conspire is looking to make it a little easier. The App uses email data to score the strength of people’s professional relationship then uses those scores to find the strongest path in your extended network between you and your target.  As Conspire puts it “Your network is more powerful than you think, Conspire unlocks it for you.”

conspire connection tool

Key Features:

  • Find connections without using LinkedIn
  • Use big data to score the strength of your connections
  • Find the strongest path to create new connections, outside of your current network

Key Benefits:

  • Optimize time by using contact recommendations from the app
  • Leverage the full power of your network

Free Trial Available?

  • Yes - Free Chrome extension

Chrome Web Store Rating: 4.1 out of 5 stars

Clara

In a perfect world, we’d all have access to a personal assistant. Imagine how efficient you’d be if you didn’t have to waste any time grabbing coffee, or, more importantly, scheduling all your calls and appointments.  

Meet Clara, your new AI assistant. All you need to do to take advantage of her scheduling powers is CC Clara in your email. Yup, that’s it. From there she’ll handle all of the heavy lifting, responding to clients and arranging meetings by cross-referencing their responses with your calendar.

clara scheduling tool

Key Features:

  • Cc Clara in an email to start the process
  • Monthly quotas for meeting requests with auto-scheduling and follow-up reminders
  • Access to the Clara dashboard to fine tune your interactions with her

Key Benefits:

  • Saves you the hassle of finding a time that works to call / meet
  • Clara’s AI is so advanced it feels like you are actually talking to a real person

Free Trial Available?

  • Yes - 14 days

G2 Crowd Rating: Nothing! There are not enough reviews yet— give it a try and beat the crowd!

11 sales tools to enhance presentations and demos

The meeting is set, and this is a sales rep’s time to shine! If phone calls and emails are akin to practice, the demo is the big game.

These sales tools are designed to help sales reps frame products in services in enthralling ways, maintain an air of professionalism, and identify how to interact with the prospect to most effectively:

Sales Tool Description Free Trial Available?
Consensus (DemoChimp) Personalized, automated video demos Yes
DemoBuilder Create unique and educational demonstration videos Yes
Bartender Hide desktop icons Yes
HiddenMe Hide desktop icons No, always free
Pointer Focus Cursor enhancement No
Mouse Posé Cursor enhancement No
Chorus Call recording and analysis Yes
ClearSlide Cloud Conferencing Platform Yes
Zoom Cloud Conferencing Platform Yes
Loom Create demonstration videos and easily include in emails Yes
Crystal Conversational tactics based on personality Yes

Consensus (DemoChimp)

Consensus, formerly known as DemoChimp, is a sales tool focused on product demo automation that delivers a personalized video demo to each new prospect. Delivering targeted video content to your prospects is a great way to increase engagement and coax leads further down the sales funnel, and Consensus helps with just that. Each demo video gives insightful data as to who watches, when, and for how long.

consensus demo tool

Key Features:

  • Personalized video demos for your prospects
  • Real-time analytics on video engagement
  • White-label/rebrandable platform

Key Benefits:

  • Reaching stakeholders early in the buying process and giving them personalized look at a solution
  • Giving a way to share key information internally
  • Seeing what stakeholders find as most relevant in terms of your solution after they watch a personalized demo

Free Trial Available?

  • Yes - Free demo available

G2 Crowd Rating: 4.2 out of 5 stars

DemoBuilder

As a sales rep, you probably think it would be great to provide detailed walkthrough videos for prospects so they can familiarize themselves with your product anytime after your kick-ass demo, or even create tutorial videos for frequently asked questions.

DemoBuilder is a video creation and editing tool that turns recorded screens into publishable videos in three easy steps. Simply record your screen, edit the video as you see fit, and export the finished product to the device or operating system of your choice!

demobuilder demo tool

Key Features:

  • Expansive suite of editing tools including multi-track timelines, narrated timelines, 3D effects and many more!
  • Animated effects and personas
  • Interactive video creation available

Key Benefits:

  • You can record your daily demo screens and create an awesome follow-up video that allows prospects to revisit all the helpful information you provided.

Free Trial Available?

  • Yes - Free trial available

G2 Crowd Rating: Nothing! There are not enough reviews yet— give it a try and beat the crowd!

Bartender & HiddenMe

Part of nailing any demo is professional presentation. When it comes to computer presentations and screen sharing, it’s particularly important to maintain this professional image.

Chrome extensions like Bartender and HiddenMe are designed to de-clutter your computer’s menu bars and hide any icons that aren’t necessary for prospects to see in order to sell your products. With the click of a button, your desktop is screen share ready.

bartender presentation tool beforebartender presentation tool after

hiddenme presentation tool

Key Features:

  • One-click hides desktop icons to streamline your prospect’s screen share experience

Key Benefits:

  • No irrelevant or embarrassing icons are present on the screen during demonstrations

Free Trial Available?

  • Yes - 30 days (Bartender)
  • No - Free app (HiddenMe)

MacUpdate & itunes Store Ratings: 4.0 out of 5 stars for both

Pointer Focus & MousePosé

Sales reps know the products they’re pitching like the back of their hand, but occasionally that familiarity can mean speedy mouse movements.

Downloadable mouse enhancement software like Pointer Focus and MousePosé help prospects identify where they should be looking during the course of a demo, making it easier for you to highlight key features throughout the demonstration.

pointerfocus demo presentation tools   mousepose demo presentation tools

Key Features:

  • Pointer Focus - Windows application; highlight / spotlight mouse pointer, screen annotation, keystroke visualization, magnification
  • MousePosé - Mac application for cursor highlight / spotlight

Key Benefits:

  • Ensures the prospect knows where they should be focusing their attention

Free Trial Available?

  • No - $12.50 USD one time fee (Pointer Focus)
  • No - $9.99 USD one time fee (MousePosé)

SnapFiles & MacUpdate Ratings: 4.0 out of 5 stars for both

Chorus

Taking notes during conversations is essential for sales reps to continuing building relationships with prospects and clients. With some many names and calls, things start to blur together and it can be difficult to distinguish one account from another. But how do you avoid those conversational lulls while the rep types furiously to capture every detail?

Chorus is a recording system powered by artificial intelligence. The system is designed to capture and analyze sales calls at all levels of an organization, and makes special note of critical points in the conversation like competitor mentions and pricing discussions. Chorus eliminates the need for sales reps to take notes during the call, meaning they are fully present when a client is on the line without losing the opportunity to learn from the call’s content.

chorus demo presentation tools

Key Features:

  • Records meetings and syncs directly to compatible presentation platforms (Zoom, WebEx, GoToMeeting, join.me, Clearslide, Uberconference and Bluejeans)
  • Calls are timestamped and highlight points where discussion shifted to important topics (budget, pain points, competitors, etc.)
  • Add specific excerpts to playlists

Key Benefits:

  • Helps reps stay in the zone — no more stopping to type your notes!
  • Identifies best practices and mistakes to aid in training / coaching efforts

Free Trial Available?

  • Yes - Free trial available

G2 Crowd Rating: 4.9 out of 5 stars

ClearSlide

With the rise of SaaS and other business models, online meetings are how most sales reps deliver their product demonstrations.

ClearSlide’s Web Conferencing and Screen Share tool is designed to make the most of these online meetings. This platform offers instant online connections, and can be loaded with ready-made or company-specific content to present to clients. The screen share and audio are high quality, and recordings can be stored and replayed for future reference.

clearslide demo presentation tools

Key Features:

  • Dedicated meeting URLs to share with clients
  • Real time screen share
  • Platform integrated content
  • Records meetings and tracks engagement

Key Benefits:

  • Provides a secure and dedicated platform for online demonstrations with ready-made content that can be recorded and easily passed to prospects or colleagues for review

Free Trial Available?

  • Yes - 30 days

G2 Crowd Rating: 4.3 out of 5 stars

Zoom

Another stellar web conferencing platform that can help sales reps streamline online demonstrations is Zoom.  Zoom offers HD video conferencing that can be downloaded onto desktop computers or through mobile applications to appease the on-the-go sales rep.

zoom presentation tools

Key Features:

  • Ideal for online meetings, training, support, webinars
  • Instant messaging and file sharing available
  • Create custom conference rooms for collaborative meetings

Key Benefits:

  • Multi-user web conferencing for online demonstrations and virtual meetings

Free Trial Available?

  • Yes - Free Personal Meeting Solution

G2 Crowd Rating: 4.6 out of 5 stars

Loom

Explaining or reiterating platform features through email can be near impossible depending on the product’s degree of complexity.

Loom can help eliminate the need for excessively long email conversations. The free Chrome extension allows users to create videos to embed within emails that play directly in the thread, no need to open new tabs or applications.

loom demo presentation tools

Key Features:

  • Free chrome extension that integrates videos directly into the application of your choosing
  • Can be integrated in numerous platforms including Gmail, Asana, Salesforce, and many more!

Key Benefits:

  • No more blocks of text, you can provide in-email demonstrations for quicker explanations

Free Trial Available?

  • Yes - Free Chrome extension

G2 Crowd Rating: Nothing! There are not enough reviews yet— give it a try and beat the crowd!

Crystal

Crystal is so neat. It uses AI to analyze the online presence of people and place them on the DISC personality profile spectrum. DISC profiles weigh people in four categories—dominance, influence, steadiness and conscientiousness.   

crystal presentation tools dashboardcrystal presentation tools in action

Key Features:

  • Free Chrome extension
  • On the website when you’re logged in, you can see at a glance the profiles of all people you’ve analyzed
  • In the web-based version, you can compare two people to see where they are on the spectrum, what they have in common and what is different about them

Key Benefits:

  • Crystal helps you identify where two people are on the spectrum and gives you tips about how to interact in different settings

Free Trial Available?

  • Yes - Free Chrome extension

G2 Crowd Rating: 4.2 out of 5 stars

Chrome Web Store Rating: 5 out of 5 stars

4 sales tools to help close the deal

“I’m sold.” are two words that will get any sales rep’s heart racing. But don’t forget that officially closing a deal is a marathon, not a sprint. There’s plenty of paper shuffling and negotiating that still needs to take place!

These sales tools are designed to help expedite the i-dotting and t-crossing that accompany business deals, so you can get back to celebrating your company’s latest triumphs as quickly as possible:

Sales Tool Description Free Trial Available?
Pointdrive Package, share and track customer interaction with content Yes
Contractually Collaborative online contract system No
LevelEleven Gamified sales platform Yes
DocuSign Electronic contract and signature system Yes

PointDrive

PointDrive is a tool designed to provide prospects with content packages that are ideal for their placement in the sales funnel. The software also tracks interaction and engagement (social shares, for example) with the content you provide them. Their interactions with the content can be particularly helpful, since it might identify what questions prospects need to have answered in order for them to close. pointdrive closing toolsKey Features:

  • Recently acquired by LinkedIn
  • Packages content to be shared with prospects and tracks engagement to identify further sales opportunities

Key Benefits:

  • Allows sales reps to discover further customer needs based on engagement while still providing the client with something of value

Free Trial Available?

  • Yes - 30 day free trial for LinkedIn Premium

G2 Crowd Rating: Nothing! There are not enough reviews yet— give it a try and beat the crowd!

Contractually

Contractually want to bring the contract process into the digital world using its contract management system. It’s cloud based service brings order to contract writing, negotiating, review, approval, and signing process and gives the user complete control from beginning to end.contractually closing toolsKey Features:

  • Organization and task automation
  • Online collaboration, tracking and management
  • Cloud-based and mobile accessible
  • API seamlessly integrates with other applications
  • Security - encrypted e-signatures

Key Benefits:

  • Easier to create, share, review, modify and store contracts
  • Can access contracts any time or any where
  • Promotes collaboration and saves time

Free Trial Available?

  • No - Demo available

G2 Crowd Rating: Nothing! There are not enough reviews yet— give it a try and beat the crowd!

LevelEleven

Launched as a sales gamification app, LevelEleven has evolved into a sales activity management system. It allows users to manage day-to-day sales activity and broadcast performance in real-time. Sales professionals also use their sales management system to drive activity that help close business.leveleleven closing toolsKey Features:

  • Scorecard allows teams to focus on daily activity and onboard new sales hires faster
  • Monitor performance in real time
  • Coaching add on allows sales managers to coach with consistency
  • Contest Engine gets the sales team back on track

Key Benefits:

  • Creates a culture of performance and consistency in productivity
  • Sales teams get personalized analytics and comparison with peers to track performance
  • Real time leaderboards motivate sales teams

Free Trial Available?

  • Yes - 30 days

G2 Crowd Rating: 4.5 out of 5 stars

DocuSign

Who even signs things in person anymore? DocuSign allows sales reps to upload contracts or important documents (although those aren’t mutually exclusive) in the required file format. Documents can be tabbed for easy navigation, and allows for the collection of secure electronic signatures.docusign closing toolsKey Features:

  • Upload documents in Word, PDF, or other formats to a computer or the doc-sharing platform of your choosing
  • Include easy to navigate highlights / tabs to indicate where signatures are needed
  • Tag the appropriate signatory to avoid confusion
  • Track document status to know how the signing process is proceeding

Key Benefits:

  • Eliminates the need to print contracts and speeds up the overall process

Free Trial Available?

  • Yes - 30 days

G2 Crowd Rating: 4.5 out of 5 stars

4 sales tools to retain clients and encourage product adoption (CRM)

The (potentially virtual) ink is dry, and now it’s time to live up to your newest customer’s expectations. These sales tools are designed to supply your clients with content that will increase adoption and build lasting customer relationships.

Sales Tool Description Free Trial Available?
Docurated Customized content curation Free demo available
Zilliant IQ Tracks content interactions to identify sales opportunities Free demo available
Gainsight Tracks customer lifecycles and helps manage churn Free demo available
Sales Pipeline Management Organizes pipeline opportunities by value, probability and expected close date Request a free demo today

Docurated

Docurated’s platform develops customized content for prospects that capitalize on opportunities and funnel placement using your company’s existing content and keywords. Docurated’s system provides sales reps with a hands-off method of content curation for prospects and partners alike, allowing them to reach quotas without sacrificing time to analyze individual customer needsdocurated customer relationship management toolsKey Features:

  • Connects to sales and CRM platforms, email, and cloud storage systems
  • Designed to integrate with current sales processes

Key Benefits:

  • Allows sales reps to identify and satisfy customer content needs using existing collateral

Free Trial Available?

  • Free demo available

G2 Crowd Rating: 4.8 out of 5 stars

Zilliant IQ

Zilliant IQ is a CRM platform designed to enrich existing customer data and identify new sales opportunities using AI, historical data and ongoing interactions. Customer insights are fully customized and delivered in real time to maximize sales efforts and capitalize on opportunities.zilliant iq customer relationship management toolsKey Features:

  • Sales IQ identifies retention / growth opportunities complete with prescriptive solutions
  • Price IQ calculates the optimal price to increase profit without jeopardizing the sales pool
  • Deal IQ provides strategies to negotiate sales deals for customers that build relationships and maximize profitability

Key Benefits:

  • Zilliant IQ provides prescriptive sales plans for existing customers that can result in higher levels of product adoption and customer retention.

Free Trial Available?

  • Free demo available

G2 Crowd Rating: 5 out of 5 stars

Gainsight

Gainsight’s CRM platform is designed to track a client’s progressive sales needs based on your company’s business model. The platform identifies key touch point methods and times based on customer value, and summarizes customer data in an in-depth dashboard that provides strategic insight and proactively aids in avoiding churn.gainsight customer relationship management toolsKey Features:

  • Tracks customer engagement and provides prescriptive insights
  • Identifies touchpoint and sales opportunities
  • Analyzes data to identify customer trends and creates seamless, branded templates to present results

Key Benefits:

  • Allows sales reps to have pointed and timely conversations based on previous interactions and evolving customer needs

Free Trial Available?

  • Free demo available

G2 Crowd Rating: 4.4 out of 5 stars

Sales Pipeline Management

Successful agencies are built on three basic principles: acquisition, retention and growth. Vendasta's Sales Pipeline Management system helps sales teams maximize their efforts in every stage of the sales funnel in one seamless dashboard.

Sales Pipeline Management works for any size of agency, and streamlines the CRM experience by ditching the traditional cost/user model. Sales Pipeline Management grows with sales teams, and serves as a valuable source of data and collateral to train reps and focus attention on the prospects or clients that need it most.

Key Features:

  • Stores contact information for every account in one location and tracks campaign engagement to identify sales opportunities
  • Organizes sales opportunities by value, probability and expected close dates so reps can effectively prioritize efforts
  • Fosters a collaborative and productive sales culture through live stream status updates in The Loop
  • Tracks crucial sales data to monitor performance and help set long-term goals

Key Benefits:

  • Whole-funnel functionality - from prospecting to post-sales account management, you're covered!
  • Pivot your sales strategy instantly - know which prospects will bring in the most revenue, and which are going to help you reach that month-end quota
  • Designed to work with the Snapshot Report and Snapshot Widget to generate prospects through email campaigns or directly from your website

Free Trial Available?

  • Book a demo to see the platform and try out Vendasta Lite

G2 Crowd Rating4.5 out of 5 stars

Use these sales tools to become a pipeline pro!

There you have it my sales rep friends, sales tools to help you make the most of your sales pipeline, no matter what part of the funnel you’re in. Go forth and conquer!

PS: Know any other awesome sales tools we missed? Let us know in the comments below!