By Intro
Sales representatives are a unique breed. They’ve got charm, moxie, and a seemingly endless supply of extrovert-energy. But even with these superpowers, the best salespeople know better than to do their jobs unarmed. Instead, they amplify their skills with an arsenal of powerful and proven sales tools.
In this post you’ll find 34 sales tools to help you crush those monthly quotas, all organized according to where they fit in the sales funnel. Even better, nearly all of them are free, or pretty close to it.
Table of Contents
Full List of Tools
- Sales Search: Conveniently search prospect information
- LeadIQ: Gather prospect contract information
- Datanyze: Tracks competitor subscribers
- Visual Visitor: Anonymous visitor website tracking
- Snapshot Report: Virtual report card for online reputation
- Hunter: Identifies email address using domain patterns
- SoAmpli: Content distribution
- FindThat.Email: Online email "yellow pages" for prospect contact information
- Yesware: Track email engagement and schedule follow-ups
- Owler: Online community for business insights
- Detective by Charlie: One page cheat sheet for business insights
- Streak: Organizes Gmail inbox based on sales cycle
- Appointment Scheduling by Agendize: Online appointment scheduling
- Live Chat by Agendize: Instant online messaging system
- Boomerang: Schedule email reminders and releases
- TimeTrade: Online scheduling through Gmail or Outlook
- Clara: Online AI scheduling assistant
- Consensus (DemoChimp): Personalized, automated video demos
- DemoBuilder: Create unique and educational demonstration videos
- Bartender & HiddenMe: Hide desktop icons
- Pointer Focus & Mouse Posé: Cursor enhancement
- Chorus: Call recording and analysis
- ClearSlide: Cloud Conferencing Platform
- Zoom: Cloud Conferencing Platform
- Loom: Create demonstration videos and easily include in emails
- Crystal: Conversational tactics based on personality
- Coupa: Collaborative online contract system
- LevelEleven: Gamified sales platform
- DocuSign: Electronic contract and signature system
- Docurated: Customized content curation
- Zilliant IQ: Tracks content interactions to identify sales opportunities
- Gainsight: Tracks customer lifecycles and helps manage churn
- Sales CRM & Pipeline Management: Organizes pipeline opportunities by value, probability and expected close date
11 sales tools to prospect, research and qualify
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 make prospecting a snap, building lists chock full of targeted leads, and providing helpful insights about how to connect with them.
1. Sales Search
Sales Search is a Chrome extension that streamlines the prospecting search process. Simply highlight whatever information you’ve got (whether that be a name, email address, phone number, physical address, or something else), right click, and select from a handful of search engines and directories. A new tab will open up with the results. See ya never, copy and paste!
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:
- Saves time by eliminating the need to copy and paste information into a search engine
Free Trial Available?
- Yes - Free Chrome Extension
Chrome Web Store Rating: 4.4 out of 5 stars
2. LeadIQ
With the click of a button, LeadIQ automates sales research by gathering data from multiple sources to enrich prospect profiles. It can 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 from all over the web 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.
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: 4.1 out of 5 Stars
Chrome Web Store Rating: 4.1 out of 5 Stars
3. Datanyze
Datanyze is a database that monitors which firms use what technology, and, based on that information, highlights groups that would be a good fit for your product. Sales reps can receive alerts when known technology contracts are nearing completion, as well as mine information and build prospect lists based on a specific type of software or service.
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: 4.2 out of 5 Stars
4. 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. But with Visual Visitor, you can 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”, providing sales reps with valuable information about what companies are viewing on the website, for how long, and from where.
**Note, Visual Visitor is available to Vendasta partners via our Marketplace.
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, now you can take advantage of their interest by having their contact information
Free Trial Available?
- Yes - 14 day
G2 Crowd Rating: 4.1 out of 5 Stars
5. Snapshot Report
Infuse your outreach efforts with value, get more opens, and bolster your pitch while you’re at it, all with Vendasta’s Snapshot Report. This tool creates a personalized profile of your prospect’s business, producing a concrete and readable data report of where they’re nailing it, and where your services could be bringing them even more revenue. Show this to prospects and use it yourself to show your value, grab prospects some quick wins, and, in turn, reduce both short- and long-term churn.
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
- 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?
- Yes - Click Here
G2 Crowd Rating: 4.4 out of 5 stars (rating for Vendasta as a whole)
6. 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 common, enabling you to make a pretty good educated guess as to what your prospect's address is.
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 heaps of time when searching for prospect and outreach contacts email addresses
Free Trial Available?
- Yes - 100 free searches per month
G2 Crowd Rating: 4.3 out of 5 stars
Chrome Store Rating: 4.7 out of 5 stars
7. SoAmpli
SoAmpli provides your sales team with relevant and engaging content to share on social media, connecting you with prospects, providing them value, and positioning your team as knowledgeable experts in your field. Whether you’re lacking a content team, or just want to complement what they’re already doing, SoAmpli helps you bring in the leads so you can turn them into partners.
Key Features:
- Distribute relevant content with very little time investment
- 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: 4.7 out of 5 stars
8. 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. Using their chrome extension, enter her info manually or even upload a list of all of your prospects at the end of the day. In other words, never lose touch with even the most casual contact ever again.
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: 4.5 out of 5 stars
9. Yesware
Have you ever wondered what happens after you click send? Did your prospect instantly delete your email, or have they opened it 20 times? Yesware helps you uncover these important indicators of interest, along with much, much more! Track communication, schedule meetings and follow-ups, and generally do what you have to do to prospect and convert more clients to your agency.
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: 4.4 out of 5 stars
10. 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 businesses, CEOs, and employment stats that have been provided by business professionals who actually work for the company. It can also be a great tool for networking, allowing you to identify potential colleagues and clients from its extensive network.
Key Features:
- Delivers funding announcements, acquisitions, and leadership changes directly to a member’s inbox.
- Syncs with Salesforce, and uses its network to find you leads that exactly match your ideal customer profile.
- Keeps you on top of what is happening in your industry, with your clients, and with your competitors with its up-to-the-minute notifications and curated content.
Key Benefits:
- Easy to find daily insights about competitors and prospects that can be sent directly to your inbox
Free Trial Available?
- Basic is always free! Paid tiers with more extensive features also exist.
G2 Crowd Rating: 4.3 out of 5 stars
11. Detective by Charlie
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 either hire an assistant, or get an app that functions as one! Meet Detective by Charlie, the new app by the original makers of the now-defunct Charlie. Detective gathers info on all your prospects, highlights the hottest prospects, and has the tools to help you individualize every outreach attempt. Send better emails to get more opens and more conversions, all with Detective doing the extra work for you.
Key Features:
- 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.
- Personalizes your interactions and helps you build stickier relationships with your prospects.
Free Trial Available?
- Unfortunately, no
G2 Crowd Rating: 4.7 out of 5 stars
6 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:
12. 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.
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: 4.5 out of 5 Stars
13. Online Appointment Scheduling by Agendiz
Agendize's Appointment Scheduling is a useful sales tool that handles all your appointment booking and scheduling needs 24/7, with the added punch of call tracking, click-to-call and instant Live Chat functionality built-in. Use it to keep your schedule organized, effectively manage leads, and ensure that nobody gets lost along the sales pipeline.
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:
- Even when you’re off the clock, prospects can use the tool to book appointments for when you’re back.
- Reduce 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 Rating: There are not enough reviews yet for G2 to give a rating— give it a try and beat the crowd!
14. 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!
When you walk into a brick-and-mortar store, you’re greeted by an employee (well, hopefully). Immediately you know that you have someone to help you and answer any questions that might arise during your visit. These days, customers expect the same standard of service when making purchases online. Live Chat by Agendize enables you to meet and even exceed those expectations. It provides a channel to greet, interact, and engage potential customers, and has you snagging more of those leads that might have slipped away otherwise.
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!
15. 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.
Key Features:
- Schedule emails to send later (perfect for those that burn the midnight oil.
- Program reminders to follow up on messages.
- Mobile-optimized.
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: 4.4 out of 5 Stars
16. 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! TimeTrade also integrates well into other CRM’s, enabling you to effortlessly monitor and optimize your entire sales pipeline.
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: 4.4 out of 5 Stars
17. Clara
Meet Clara, your new AI assistant. Though you may notice that Clara’s creators targeted her for scheduling and preparing candidates for job interviews, her powers can just as easily be taken advantage of for sales calls. All you need to do to access these 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.
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: 4 out of 5 stars
9 sales tools to enhance presentations and demos
The meeting is set, and now it’s the sales rep’s time to shine! These sales tools are designed to help sales reps engagingly frame products and services, maintain an air of professionalism, and interact with the prospect most effectively:
18. Consensus (DemoChimp)
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. Whether you’re off the clock, busy on another call, or just want to prep your prospects before you talk with them, Consensus enables you to engage with prospects without requiring your time or attention in the moment. And it gets better than that: each demo video gives insightful data as to who watches, when, and for how long, giving you everything you need to follow-up most effectively.
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: 4.5 out of 5 stars
19. DemoBuilder
DemoBuilder is a video creation and editing tool that turns recorded screens into publishable content 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! Provide detailed walkthrough videos for prospects so they can familiarize themselves with your product anytime after your demo, or even create tutorial videos for frequently asked questions.
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: 5 out of 5 stars
20. Bartender & HiddenMe
Part of nailing any demo is professional presentation. Chrome extensions like Bartender and HiddenMe are designed to de-clutter your computer’s menu bars and hide any icons that just 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.
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 - 4 weeks (Bartender)
- Always free (HiddenMe)
MacUpdate & itunes Store Ratings: 3.9 (Bartender) and 3.7 (HiddenMe) out of 5 stars
21. Pointer Focus & MousePosé
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, and easier for you both to stay on the same page (figuratively and literally).
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.
- Clearer presentations, less confused prospects and more knowledgeable potential partners.
Free Trial Available?
- No - $12.50 USD one time fee (Pointer Focus)
- No - $9.99 USD one time fee (MousePosé)
SnapFiles & MacUpdate Ratings: 4 (Pointer Focus) and 5 (MousePosé) out of 5 stars
22. 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.
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
23. ClearSlide
ClearSlide’s Web Conferencing and Screen Share tool is designed to make the most of online meetings and presentations. 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.
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: 4.1 out of 5 stars
24. 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.
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 tier option
G2 Crowd Rating: 4.5 out of 5 stars
25. Loom
Using email to explain the more complex features of a platform can be next to impossible. Loom makes it so you don’t need to. The free Chrome extension allows you to create videos you can embed within emails. Even better, the videos then play directly in the thread, with no need to open new tabs or applications.
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: 4.7 out of 5 stars
26. Crystal
Crystal is a fantastic (and, dare we say, fun) tool that uses AI to analyze the online presence of prospects. It then proceeds to give you insights on how to best interact with and sell to them according to their personality. And while you’re waiting around in between calls, you can fill out your own profile and use their comparison tool to see how similar you are to your favourite celebrity.
Key Features:
- Free Chrome extension.
- Provides personality profiles of your prospects.
- Accompanies profile with individualized communication and sales tips.
- Well-designed comparison chart to show how your personalities align and differ.
Key Benefits:
- Get a run-down on who your prospect is, even before you ever interact with them.
- Have your own habits and blindspots checked so you can be more thoughtful and effective when communicating and selling.
Free Trial Available?
- Yes - Free Chrome extension
G2 Crowd Rating: 4.2 out of 5 stars
Chrome Web Store Rating: 3.9 out of 5 stars
3 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:
27. Coupa
Coupa is a platform with an entire fleet of business management tools, but ever since its acquisition and integration of Canada-based platform Contractually, its contract management system is a real standout. This cloud based service brings order to contract writing, negotiating, review, approval, and signing process and gives the user complete control from beginning to end.
Key Features:
- Organization and task automation.
- Online collaboration, tracking and management.
- Cloud-based and mobile accessible.
- 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: 4.2 out of 5 stars (for entire Coupa platform)
28. LevelEleven
Launched as a sales gamification app, LevelEleven has evolved into a full-fledged sales management system. It allows users to manage day-to-day sales activity and broadcast performance in real-time. In short, this is a platform that both directly and indirectly drives actions that close all the deals.
Key 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: 4.4 out of 5 stars
29. DocuSign
Now that even mom-and-pop shops are doing business with clients half-way across the world, who signs things in person anymore? DocuSign allows sales reps to upload contracts and documents so they can get that signature without needing to take a plane or wait three weeks for mail to bounce back and forth. Documents can be tabbed for easy navigation, and their strong security features mean you can be confident your deal won’t be viewed or tampered with by uninvited parties.
Key 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.
30. Docurated
Docurated’s platform manages customized content for prospects that uses your company’s existing content and keywords to capitalize on opportunities and prospects’ funnel placement. 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 needs.
Key Features:
- Connects to sales and CRM platforms, email, and cloud storage systems.
- Designed to integrate with current sales processes.
Key Benefits:
- Helps sales reps to identify and satisfy customer content needs and questions.
Free Trial Available?
- No - Free demo available
G2 Crowd Rating: 4.5 out of 5 stars
31. 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.
Key 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: 4.1 out of 5 stars
32. 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.
Key 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: 4.3 out of 5 stars
Sales CRM & Pipeline Management
33. Vendasta
Successful agencies are built on three core pursuits: acquisition, retention, and growth. Vendasta's Sales CRM & Pipeline Management software helps sales teams optimize their efforts at 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?
- Even better, Vendasta has a free-forever tier. Book a demo to see the platform and try it out.
G2 Crowd Rating: 4.4 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!