The 25 Sales Tools Your Team Should be Using Right Now

April 1, 2022

Whether your company is a three-person endeavor or a large enterprise, you need tools to help sell products and services. Tools for sales reps can keep data on your customers readily available so your company can make decisions based on facts, not hopes or guesses. An educated sales department is a successful sales department. However, there are so many sales tools out there it can be tough to narrow down which ones are right for your company.

Sales tools defined 

So, what is a sales tool? It may have been physical, pen and paper objects in the past. Think address books, physical calendars, conference rooms and massive binders full of print-outs on every customer you may or may not work with. While many of those tools are timeless and always available, they are not always the most practical or efficient for companies in the 21st century. 

Today’s sales tools are digital software and websites that help make sales more efficient and successful by streamlining your data. They allow for internal and external communications to be instantaneous so everyone is on the same page. While many work alongside traditional email, these sales tools are truly a step up for customers and coworkers. Today, there are hundreds of options to address needs perhaps you didn’t know you had for your company. 

So, what are some of the best ones? 

The best sales tools to boost profitability and productivity

Here are 25 of the top sales tools to keep your sales team profitable and productive in the following categories: 

Of course, there are hundreds more sales tools to improve sales performance, automation, scheduling, networking, communication and more. Starting off with these categories are sure to increase profits and productivity.

 

Customer relationship management (CRM) software

CRM sales representative tools are essential to every business of every size in every field. Getting CRM software is one of the first steps to a profitable and productive business. It keeps track of and organizes your contacts so you never miss a message or lead. The purpose is to strengthen relationships with your customers. 

Customer relationship software stores all customer information, history and product preferences. Instead of cluttering your feed with dead leads, it helps you categorize customer needs and potentials based on priority. That way, you can use your time efficiently and keep everyone on your team, and at your company, on the same page. 

1. Copper 

Copper Logo

Copper is Google’s solution to CRM. It works alongside Google Workspace and integrates with Google applications, like Calendar, Gmail and Chrome. You are likely already familiar with Google’s setup, design and products, so the learning curve is minimal with Copper. Each of the three price plans available have a free demo. All include multiple pipelines, contact enrichment, legacy reports and full Google Workspace integration. 

2. Monday.com CRM

monday.com Logo

From first interaction through conversation—the sales pipeline is visually laid out in monday.com’s CRM. Monday is customizable to fit your business, integrate your emails and automate processes so you can focus on making meaningful connections with prospects and returning customers. The basic plan starts at $24 per month for three users. There are three price plans available: Standard, Pro and Enterprise. There is no coding needed for any of them.

3. HubSpot

HubSpot Logo

HubSpot offers a variety of solutions based on your needs, but its CRM offering can help you keep track of every deal in your pipeline. You can easily sort HubSpot’s dashboard by deals won and lost and appointments scheduled, and track your performance against quota. HubSpot’s CRM tools even track customer interactions automatically, so you don’t have to. And, the best part is, getting started is free. 

4. Salesforce

Salesforce Logo

Salesforce is the most widely used CRM software. There is a reason why so many deem it to be the best sales software for growing businesses: It has been around since 1999 and has continued to lead the industry with features and add-ons to make it work for your company’s needs. It is a cloud-based software that facilitates communication between your sales team and customers, both current and potential. It also allows sales reps to collaborate with other company departments, such as IT and marketing, from anywhere. Free 30-day trials and many different price plans are available. 

 

Account-based marketing technology

The ABM technology bucket encompasses sales software tools that are rooted in efficiency and strategy. That is because ABM is designed to target specific, high-value customers. In account-based sales and marketing, it’s all about the quality, not the quantity, of your outreach. Account-based technology also allows customers to have unique experiences tailored to them while on your website. Each ABM software offers something a little different, so let’s take a look at a few options.

5. Demandbase

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Demandbase takes ABM a step further with ABX, which stands for account-based experience. ABM integrates marketing and sales, while ABX integrates marketing, sales and customer experience. Demandbase also offers Pipeline Predict scores, which alert you to the leads most likely to convert within the next 30 days. Demandbase also has easy internal data sharing, so you can ensure everyone on your team is on the same page and working together smoothly. And, you can track engagement across customer accounts, allowing you to analyze trends and identify what works, and what doesn’t.  

6. Prelay

Prelay Logo

Team selling is the name of the game with Prelay. Sales representatives, sales leaders, revenue operations and deal supporters use it to take the customer journey to the finish line. Prelay ends the siloing that happens between departments. Instead, it facilitates working together on one platform for deal management, resource allocation, dashboards and analytics. This includes sharable proof of concepts and insights regarding processes, deal health and teams. 

7. RollWorks

RollWorks, a division of NextRoll Logo

RollWorks helps marketing and sales departments prioritize accounts strategically in order to grow revenue. Machine learning and proprietary data identify accounts so you can engage them, and then track success. RollWorks allows for easy cross-channel campaigns that integrate sales and marketing so prospects are getting the same message throughout the buyers’ journey. 

8. Terminus

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Terminus’ Engagement Hub includes the Data Studio, which stores all the information needed to create successful ad campaigns. It also includes the Measurement Studio to facilitate the post-campaign analytics. Build targeted ad experiences with video, audio, customer chat capabilities and website construction. Terminus boasts a whopping 684 percent increase in pipeline and a 200 percent increase in sales outreach efficiency, providing engagement across channels, scaling to your needs, and personalized campaigns drive results. 

 

Email management

Even with all these tools, emails can still get out of hand quickly. The feeling of hundreds of new emails arriving overnight can paralyze even the best of us. That’s where email management tools come in. They can perform various tasks, such as allowing users to organize, decluttering inboxes, tracking down leads, automating campaigns and monitoring CTR (click-through rate). Here are four email management tools your sales team may find useful: 

9. Clean Email 

Clean Email, LLC Logo

Clean Email is exactly what it sounds like: it helps declutter your inbox. Receiving thousands of emails per week warrants cleanup software to help categorize and streamline it in bulk. Clean Email works for group and professional email accounts as well as personal ones. Your data is safe as Clean Email is put to work. It can create a “read later” folder to help prioritize emails and pause and unsubscribe from lists. A support team is standing by to help. One account is $9.99 per month. 

10. Outreach

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Outreach is an account-based sales platform that boasts many different use cases, but its email-specific tools can help sales reps automate and manage outreach and follow-up. And, with Crunchbase’s Outreach integration, you can push contacts to Outreach, or assign contacts to existing Outreach sequences, directly from Crunchbase.

 

11. EmailAnalytics 

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EmailAnalytics monitors email performance, including CTR, response time and other need-to-know information. It allows users to email scheduled reports to their team that summarize analytics, successes and areas in need of improvement. EmailAnalytics has a straightforward interface and is compatible with Gmail. 

12. Saleshandy

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Saleshandy automates sales outreach through email. It helps sales reps schedule, sequence and send bulk messages, cold emails and campaigns with automated, yet personalizable follow-ups. Track email viewings and click rate with Saleshandy’s easy-to-navigate interface. It includes templates and is compatible with Outlook and Gmail. There are four price plans, including a free option. 

 

Sales productivity tools

Sales productivity tools streamline various processes. They make administrative tasks easier for both the company and the customer because they are digital. From communications to scheduling, these tools make daily tasks more efficient so you can focus on the big picture. Here are four sales productivity tools to assist your sales team: 

13. Calendly

Calendly Logo

Calendly is one of the most popular tools for sales for solo business owners and enterprises alike. The sales rep or business owner puts their availability into Calendly, and then the customer or prospect selects a time. It makes scheduling a breeze by syncing calendars automatically. 

A lot of time can be spent deciding upon a meeting time with a client: Days of emails back and forth, rescheduling, then rescheduling again because of a forgotten time zone difference, or even worse, playing phone tag. It strains the customer relationship and takes valuable time away from other tasks that could get done. 

Calendly automatically accounts for time zones and creates buffer time between meetings. It also accommodates group meetings and integrates easily with Google Calendar and Outlook. With five very affordable pricing plans, and a permanently free option, Calendly ensures your needs are met as you scale from individual to team to enterprise. 

14. GoToMeeting

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These days, video conferencing is crucial for business and personal communication. As the work-from-home movement continues, people have grown accustomed to remote communication options. And customers expect it for maximum convenience. 

GoToMeeting is a video conferencing option with top-of-the-line security, encryption, commuter mode and background noise reduction. No downloads are necessary to join a web conference. It offers not only screen sharing but also keyboard and mouse sharing. Transcriptions and recordings ensure that no one misses a beat, even if they miss the meeting. GoToMeeting boasts highly rated performances on iOS and Android devices. It also offers three different price plans and a free trial for businesses. 

15. HelloSign

HelloSign Logo

Signatures are necessary in the sales world. But the process of getting them can be cumbersome, requiring printing, signing, scanning and emailing. Printers and scanners are generally not accessible on the go, plus they are notorious for paper jams and general fickleness. 

But with technology like HelloSign, legally binding digital signatures can be safely processed in a matter of minutes. E-signature software like HelloSign increases productivity, quickening the process by up to 80 percent! Plus, it saves paper. HelloSign offers two price plans, a free trial, and integration with Salesforce, Google, and other platforms. 

16. Qwilr

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Qwilr makes sending tailored proposals, quotes and other documentation easy. No worries if document design is not your strong suit: Qwilr templates help you get started quickly while staying true to your brand, without the need to design from scratch. 

Customers love its interactive pricing, which allows them to choose what works best for them. Qwilr has e-signature capabilities and scalable options. Plus, detailed analytics keep you informed of when clients view your documents and other successes along the way. Qwilr is compatible with mobile devices and used by brands like HP and TikTok. Qwilr offers both business and enterprise price plans. 

 

Customer success tools

The best customers are the ones you already have: Happy customers turn into returning customers. They can also create some of the most effective advertising by word-of-mouth recommendations. 

Customer success tools ensure that customers’ expectations are met. They analyze customer satisfaction, predict growth opportunities and build out their profiles so you can better understand your base. The best customer success tools work to retain customers and avoid dissatisfaction by identifying improvements. The following tools support customer success, and can help boost company profitability. 

17. Catalyst

Catalyst Software Logo

Catalyst makes it simple to detect upselling opportunities with customer health profiles, workflow productivity support and customer segmentation features. Catalyst includes secure and easy integration with Slack and other software. For example, Catalyst allows users to automatically update customer profiles in Salesforce. 

18. Intercom

Intercom Logo

Intercom is a live-chat function that targets customers in three ways: 

  1. Conversational marketing to greet website browsers;
  2. Conversational engagement for onboarding; and
  3. Conversational support for personalized, live messaging across devices.

In addition to customer success managers, sales and marketing teams will find this tool beneficial. With a help center, learning academy and developer hub, users have plenty of opportunities to get the help and support they need to become an expert at this software. Intercom works well for any size organization: Small businesses can use it for as low as $65 per month, and larger enterprises can contact Intercom to see which price point matches their needs. It is used by major companies such as IBM, Amazon and Microsoft

19. Strikedeck

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One way to reduce customer turnover is to have a fully formed notion of their health. Strikedeck is one of the best sales tools when it comes to monitoring customer health, customization and segmentation. Its secret weapon? The 360° Customer Success dashboard. It offers alerts, real-time insights and functions as a unified record of each and every customer. Strikedeck is built to automate customer workflows, create reports and construct queries. Plus, it allows for customer connection on Slack.  

20. Totango

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Getting started with Totango is easy with its templates, data integration and automated workflows. And growing is easy with scalable options and support. Totango’s unique Spark tool tracks real-time customer health, while the SuccessPlays tool instantly sends action plans to the customer success team when needed. Totango is used by small businesses and large enterprises such as Google and Zoom. The free version is an excellent value: It includes all the features a growing business needs, and more. Contact Totango for the version tailored especially to enterprises.

 

Data integration

What good are all these sales software tools if they don’t talk to each other? Data connection and integration tools allow information from different systems to be shared and accessible from a single system. Sometimes, sales tools include data integration technology as a feature of the software. Other times, you need extra help to connect the dots. The following self-service tools help commercial enterprises do just that. 

21. Hevo Data

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Automatically and securely transfer data from over 100 sources to your desired warehouse with Hevo Data. It boasts an easy and efficient user interface, plus live support and monitoring. It is built to scale with three price plans available, and one of them is completely free. No code writing is needed!

22. Oracle Data Integrator

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Oracle Data Integrator is perhaps the most well-known integration tool out there. Compatible with all relational database management systems, it’s a highly effective, comprehensive and popular low-maintenance option. It has flow-based UI and seamless integration with other Oracle tech, such as Oracle GoldenGate and Oracle Warehouse Builder.

23. SnapLogic

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Are you looking for integration for your enterprise in a snap? SnapLogic is an iPaas (integration platform as a service) with over 500 connections. It is easy and intuitive to use for any industry, as well as those with no prior integration experience or knowledge. SnapLogic is a global leader in the data integration field. Plus, you will be in good hands with the support of its AI assistant. 

24. ZigiWave

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ZigiWave is one of the best data integration tools for enterprises that rely heavily upon automation. ZigiWave connects your CRM systems, cloud data, IT service management and more. It customizes, synchronizes and maps data securely in real-time and protects your data with no coding required.

 

Prospecting

25. Crunchbase

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Crunchbase streamlines every step of the prospecting process, enabling prospectors to go from research to outreach all in one platform. With best-in-class company data you can easily find prospects that meet your ideal customer profile (ICP). Integrations with key sales tools like Salesforce enable you to see whether an account is already in your CRM and who owns it, all within Crunchbase. Crunchbase can even prospect for you; check out recommended companies, a new feature that leverages machine learning to surface new accounts automatically.

When you’ve found accounts that meet your ICP, you can save them directly to Salesforce and add them to your Crunchbase lists to get alerts when they exhibit key buy signals. When it’s time to reach out, use Crunchbase to find contact data for decision-makers and push contacts to Outreach sequences, or connect your email and engage directly from Crunchbase with its engagement suite.

 

Close more deals with the right sales tools

In addition to these more general tools of selling, does your company have the sales prospecting tools it needs? Having the right sales tools can set your sales team up for success. The good news is, Crunchbase has solutions for sales teams of all sizes. Not sure what you need? Here’s how to determine which Crunchbase plan is right for you, or jump right in and start your free trial.