What tools do you use in your sales process?

Question

It might be CRMs, sales automation tools, call back tools, chats and so on and so on :)

Jocelyn Tan · Accepted Answer

Hands down your go-to CRM that startups love. Salesflare is one of few CRMs that intuitively automates your workflow for you. Your data entry and to-do reminders are fully automated in this cloud-based system, so you sell more with less work.

Answer

1. Gets emails from LinkedIn profiles. 
2. Domain search shows all emails on a certain domain often along with names and job titles. 
3. Bulk Email Verifier (400 free emails verifications per month.
4. Boolean search tool. 
5. Company or People search tool within app tools.

And, of course, a chrome extension on top of that which helps to get emails on websites on the fly as you browse them.

Answer

I can really recommend Zenkit. The data collections in our free project management solution can be used as a CRM. The calendar view is great for scheduling meetings. Also, the commenting feature is great for giving context to team members. Disclaimer: I work at Zenkit.

Myshko Kolodka · Answer

easy to work with and efficient

Mohammed Rafy · Answer

They have some of the good templates for cold emails.

Maknar Kaswarh Nikitin · Answer

Best Verifier!

Answer

Great way to quickly get information about the team of a company. Opens up right in your Gmail.

Dave Canton · Answer

I've discovered Zenkit after unhappily using some other project management tools in the past. It is simply everything I needed for work in one app. Great design, great features, great usability! I also love the collaboration features. They really help me manage my team, tasks and projects.

Mohammed Rafy · Answer

This is an excellent book whether or not you are in sales, but you win when you follow up.

Marian Kanev · Answer

Streak for Gmail is one of the easiest and at the same time one of the most convenient ways to create Sales funnel, add comments, tasks, phone calls, attachments and at the same time automatically collect email follow ups in one place and accessible at any convenient time.

Lisa Neu · Answer

Demodesk screen sharing software can be used for sales demos, customer onboarding, success and support.

What is so special about Demodesk, is that you don't have to share your local desktop. What it does is providing a virtual display on which you can set up websites, apps, slides, videos or documents to present. That way, you decide what the other participant(s) can see – and, most importantly, what not (like Slack notifications, your Sales Force notes, etc.)

Also, both presenter and viewer can click and type simultaneously. Demodesk lets you even share control with multiple parties at the same time.

Another awesome thing is that it doesn't require any downloads or extensions. It works out of the box with any device and any browser, lag-free - yes, also Internet Explorer! Anyone can join by just clicking a link.

And because Demodesk acts like a normal website, even the strictest firewalls won’t block it.
It comes with automated scheduling, so you Calendly is basically integrated already. Also, Demodesk offers real-time sales guidance to giving advice in sales demos.

It's not only a collaborating tool, but also audio & video conferencing tool.

Full disclosure: I work at Demodesk"

Ann Lundqvist · Answer

I don't think my company would function as well without DottedSign. It's a really useful e-signature app that takes care of all our signing needs. Very reliable.

Daniil Kopilevych · Answer

HelpCrunch for closing sales deals in real time via chat
https://helpcrunch.com/live-chat.html

Saketh Rasakatla · Answer

With hundreds of CRMs available in the market, you need to choose the best and an affordable (free or inexpensive sales and marketing automation software) like Agile CRM (http://www.agilecrm.com/), hubspot etc.
Not because Agile CRM has been rated as the best by business-review websites like G2Crowd, Capterra and TrustRadius but we found Agile CRM the best for us because it gave us the **most value for money** as it provided necessary sales (https://www.agilecrm.com/sales) and marketing automation software (https://www.agilecrm.com/marketing-automation-software) features at the most affordable pricing like -

For Sales,

Lead Generation -> To capture, nurture, qualify and convert more leads. It maximized the return on our prospecting and demand generation efforts.

Contact Management -> 360-degree contact view to view everything you need to know about each contact on a single page and deliver a personalized experience with every customer or prospect interaction.

Project Management -> Every business needs a seamless integration of sales and marketing activities for better project management. This helps them in consistent messaging, avoiding data leaks and ensuring that both the departments are in sync with the tasks and timelines.

Document management, Deals, Calendar- Appointment Scheduling etc would be of great help to keep the salespeople supercharged.

Analytics - To enjoy the maximum insight into your results with graphical metrics and powerful reporting.

E-Docs and Proposals & Document Signing - To streamline document management and signature processing.
Email Finder - To easily locate, verify, and import unknown email addresses into your CRM software preferably.

Hope I helped! :)

Jason Scheckner · Answer

Salesloft offers a great standalone or integrated product with Salesforce to offer automation while allowing for customization and personalization.  Includes email, phone, and cadence features, as well as excellent Gmail and Chrome add ons

Shamit Khemka · Answer

The tool automatically assist you to follow up every sales opportunity with perfect timing.

Jason Scheckner · Answer

As I've built out sales teams, I've ultimately always ended up on Salesforce. However, I've found the Hubspot (Both Free version and paid) to be extremely user-friendly and works right inside of Gmail with Chrome ext. They have built a lot of their own sales acceleration tools right into the platform like calling, email tracking, sequences, and gCal integration with calend.ly like add on. Good all in one tool for early stage companies!

Mohammed Rafy · Answer

I don't need to tell why. This is the best CRM.

Shamit Khemka · Answer

It is one of few CRMs that intuitively automates your workflow for you. Your data entry and to-do reminders are fully automated in this cloud-based system.

Seema Thakur · Answer

HI Illya, I am not sure if you have tried it or not but AeroLeads is most advance tools which give access to users to reach out to their potential leads for their sales purpose.

Some of the outstanding features which have attracted the users:

1. Real-time email list building solution.
2. Find your prospect data with more than 95% accuracy (which avoid the bounce rate for your software)
3. Boost your sales process with Sales Navigator.

Ermias · Answer

At Gmelius we use Gmelius. 
We built and continuously maintain a tool that's a part of our everyday process, including sales. 
Email tracking and scheduling combined with automated sequencing is a key flow. Having the ability to turn emails into tasks and direct them to a kanban board, all within your automated sequence is powerful. And once you've created a masterpiece of a sequence, an automated flow that's produced great results, you can share it with your team.
And all this within your Gmail inbox.

Tejas Kinger · Answer

If you're looking for a CRM solution, I'd suggest giving Freshsales a spin. As a startup, we were looking for a Salesforce alternative, and that's when we decided to build Freshsales from ground-up. Freshsales is a full-fledged CRM packed with features for high-velocity sales teams. It even comes with a lifetime free plan.

Ivan Burban · Answer

for email design

Ivan Burban · Answer

for email design layout without HTML skills or for automation this process

Answer

If you are the sales professional working with the high call volumes and looking to make the calling process easier to oversee and manage, you definitely need Voiptime Cloud solution.

szperlinski · Answer

Can't have a list like this without a sales enablement tool that handles lead capture and presentations (software demos) in real time, on any device.

Paul Shuteyev · Answer

I switched to Snovio after the Skrapp, and I'm satisfied :)

Aleksandr Moldavskiy · Answer

cool tool!

Александр Кучма · Answer

Very helpful

Hector David · Answer

great for building custom apps/tools/plug-ins/extensions, open-source cross platform compatibility. Easy, friendly user interface. Build like a Pro.

David Oudiette · Answer

Have had a good experience with HubSpot. They push updates regularly and although it's less full-featured than Salesforce, they're visibly going in the right direction, and their UX is a lot better. Integration with marketing tools and now support is also very well done overall.

Answer

We use our product! Tenfold is a sales performance platform for enterprise and high-growth sales teams.

1. Note taking, task assignment, setting dispos right on the popup and automatically logs info to CRM
2. Shows call history/notes on a screen popup for all inbound/outbound calls
3. Integrates majority of CRM & Phone System providers
4. Real-time, clean, data-rich dashboard for better rep visibility, better management
5. Unifies 100% of data from different systems of record (CRM, ERP, marketing software, etc)

++24/7 support. Software built with topnotch customer experience in mind.

Allan Caeg · Answer

In the world of sales & biz dev.... it's all about email.

Email is how we reach to the outside world. If we're working with our team, we're likely collaborating on Slack/Trello.

For prospecting, mail merge, follow ups, and open tracking... I use Vocus.io

Lisa Dziuba · Answer

Use it for getting email addresses. They have 50 free searches, nice UI and very accurate search email results.

Arseny Stefanov · Answer

Attaching sales data to Trello cards really helps to grow revenue faster.

Shamit Khemka · Answer

It makes tracking your project's progress easier. Enables you to brainstorm new design ideas.

Wilson J Pan · Answer

If you’re looking for highly targeted leads, check out growthok

Wilson J Pan · Answer

If you’re looking for highly targeted leads, check out growthok

Shamit Khemka · Answer

It is an intelligent eCommerce solution that you can utilize to build and automate relevant sales processes. The best part is even sales reps with no coding skills can leverage this software. It can help them save a lot of time as it automates vital sales-related operations.

Vinay Patankar · Answer

BANT Qualification, Sales Proposals, Deal Won process

Vinay Patankar · Answer

1000+ sales emails and voicemails from top SaaS companies

Wilhelm Bacher · Answer

[Disclaimer: I work here]

Hands down the best tool for remote customer communication: Participants just click a link and that's it! Now downloads, no firewall issues, no browser restrictions.
We use it a lot to sell Demodesk itself :D

John Mill · Answer

It's easy and useful FREE WEBSITE BUILDER.

Masha Sharma · Answer

Makes cold emails so much easier!  Given a good list , good subject lines and relevant content expect your personalized emails to get you response rates way about 10%

Answer

Search for new leads and their contact info

Answer

Sending emails that stand out

Jon Maximus · Answer

We are using FeetPort to manage our sales process this app allow our field sales team to rise lead in system from field, take order from field and update system from field in real-time

Groove Box Media · Answer

This app help us a lot to manage our sales and sales team

Brad Dunn · Answer

For a small team, we tried using stuff like Hubspot and other CRM's but when it came down to it, we just needed to break users up into
Trials, Customers, and a few in between and Intercom did that and much more. It's great.

muthali ganesh · Answer

Found this tool very helpful in triggering messages to website visitors based on advanced rules and then trying to push them to buy thr product

Answer

I would recommend using AeroLeads if anyone is looking for a fresh data that matches your business needs. AeroLeads comes with features like:-

1. Real-time prospect and lead generation software
2. Company and individual profiling
3. Business email and direct line search
4. Export prospects to different CRM's
5. Team Collaboration
6. Tagging

Seema Thakur · Answer

I have been using this marvelous tool for finding my prospects email addresses, and phone numbers.  It is one of the most potent sales tools for fetching email address and phone numbers and a user can easily find the accurate data by using it on the top of LinkedIn, CrunchBase, Angellist, etc.

Sheejo George · Answer

AeroLeads is one of the great sales tools and google chrome extensions https://urlzs.com/i12ci for the sales process, it helps to acquire B2B data from various sites like LinkedIn, CrunchBase, Angellist etc. Add your prospects to your AeroLeads account and software will find their email address and phone numbers with one click.

Seema Thakur · Answer

HI Illya, I am not sure if you have tried it or not but AeroLeads is most advance tools which give access to users to reach out to their potential leads for their sales purpose.

Some of the outstanding features which have attracted the users:

1. Real-time email list building solution.
2. Find your prospect data with more than 95% accuracy (which avoid the bounce rate for your software)
3. Boost your sales process with Sales Navigator.

Olga Vakulenko · Answer

This one should be helpful for creating beautiful selling presentations :)

Alexander Hanson-Smith · Answer

We tried various products (including Pipedrive) and found Copper had everything we needed at an affordable cost for an early-stage startup business. It integrates with Gmail and is a great way to share customer info across the sales team.

Eric Vardon · Answer

Fantastic solution when you are completely driven by Google.

Aysha Ayub · Answer

There are many aspects of CRM that aids in improving sales in their own way.

Leads are the main game players in sales and a CRM does an amazing job in managing these leads. Lead scoring, Lead nurturing are well managed and are directed to either email marketers or closed sales accordingly. Thus, one loop of improving sales is covered.
In addition, a sales CRM includes telephony for better results in sales and to keep in touch with the customers. Call records, Appointment scheduling etc are part of telephony.
The contact management of a CRM is a given factor of a CRM. How does this help with sales? Well-Maintained contact management leaves no place for error and confusion. Thus, allowing the company to concentrate on other domains.
Agile CRM includes features like gamification- a feature exclusive to improve sales. Lead Prospector- covering social media leads, 50+ plugins, and integrations.

Bottom line: CRM software is the best tool you could ask for sales and Agile CRM being the best!

Aysha Ayub · Answer

A CRM software best describes and works efficiently in the entire sales lifecycle. It covers all the stages in your customer's lifecycle with maintaining a perfect relationship with your customers. CRM software maintains the utmost transparency in the sales process and sales funnel.

Leads have always been the heart of Sales. A lead generator with lead scoring, lead nurturing and lead segmentation is an epic tool for sales. Agile CRM with its leads prospector makes sure to meet all the leads stages effortlessly.

Sales are partly data and customer driven and maintaining insights into your customers and prospects and a CRM software does the best job in this. Apart from that, a CRM software can track deals, make you reach new sales milestones set goals, etc with ease.

Bottom line: CRM software is one of the most important tools that could be used in a sales process.

I will leave CRM software's link here! Do check it out!
https://www.agilecrm.com/sales

Olivia Milton · Answer

1. Reply automates email outreach and follow-ups. 
2. It offers out-of-the-box email and campaign templates with proven top performance to help you launch your campaigns in an hour. 
3. Streamline the workflow with native CRM integrations, rich API, and the power of Zapier to automatically sync data and keep CRM records up to date. 
4. Reply has AI-backed email sorting feature (check the ‘Interested’ folder for the hottest leads to focus on), and Email Quality service to create best practice email copy which is likely to convert. 
5. Collaborate in teams within campaigns and prospects, manage workload between team members, and perform account-based selling. 
6. Track your campaigns’ progress with detailed in-depth campaign stats.

Radhika Mohan Singh Roy · Answer

EngageBay is an all-in-one affordable, simple and powerful Marketing, Sales, & Support Platform with a free CRM. It is feature-loaded and built for SMBs. Unlimited email contacts, drag n drop builders, awesome integrations and much more at a nominal price point. You can try it free as well.

amer wilson · Answer

SugarCRM is a must-have tool these days for sales. It automates and streamlines the sales and marketing process of the organization. You can create different workflows to carry out different processes automatically so that you don’t have to do the receptive tasks, this also saves your time. Moreover, with  SugarCRM, you can create custom reports according to your own business needs so that you are always aware of the performance of your sales team.

As it also collects key insights about the customers, you can target your customers better with the help of SugarCRM and can convert your leads into your customers. Lastly, if you use some other software for your business, you can also integrate that software with SugarCRM https://www.rolustech.com/sugarcrm-integration.

Elen Udovichenko · Answer

You should definitely give Reply a try!

All the bias aside, it’s an amazing tool that covers all the essential steps of cold outreach.
Here’s what Reply has to offer:

- Multichannel outreach, including email, voice calls, and social touches.

- Task management and team collaboration.

- A bunch of native and Zapier integrations.

- In-depth campaign analytics.

Hope this helps!

Azhan Rashid · Answer

The platform is useful when promoting products online. Normally in an advert, customers are redirected to a webpage which also means more steps to purchase the product. This tool makes most of the work automated using a payment URL. It directs customers to a checkout page rather than a webpage (when they click on the payment URL). This results in a higher chance of a sale. It's super easy to set up a payment URL.

Although it's focussed on promoting products online I guess it suitable in other areas. Disclaimer, I'm the maker.

Julianna Csintalan · Answer

My business uses DottedSign when we're dealing with signing doucments/contracts etc., It's fast, reliable and legally binding. Can't ask for more.

Jared Cornell · Answer

Now, many people will advise you about using a dedicated CRM tool for your sales and marketing operations. However, if your business gets a lot of customer emails asking about product features, pricing, etc. then you can try ProProfs Help Desk(https://www.proprofsdesk.com/). We have used this tool to organize and manage our emails properly and unlike earlier, we never miss out on potential sales emails.

John Bryant · Answer

One product I always use in my sales process is an e-signature app called DottedSign. Firstly, I'm a big fan of the high security, being able to track how the signing process is going and send out the documents to several parties at once. This definitely saves quite a bit of time, removes the need for actual paper and since everything is digital, I'm able to access all my documents on all of my devices, which makes my work way easier than it used to be.

Shamit Khemka · Answer

It's a strong contender on our list of 10 best sales software tools. The app is designed using activity-based sales methodology and streamlines the sales process to enable you to convert potential deals into successful sales.

Simon Van Lierde · Answer

We are using this one with our all sales team ! The statistics dashboard helps us a lot forcasting the deal flow

Ricardo Brandao · Answer

Best CRM with no Learning curve. As they say: "Made by Salespeople for sellers"

Shamit Khemka · Answer

Offers attractive templates and extensive features.

Answer

This is a must-have tool for every salesperson in the world. Unforthently, emails is still the main communication channel in our industry(tech) and almost in every other industry in the world. The fact that you can easily dig emails and find the right prospect's email is amazing.

Jason Diller · Answer

This is clutch on LinkedIn - I used to use a chrome extension that would import data from LinkedIn to HubSpot CRM - but it doesn't work anymore. That said, be on the look out for a solid LinkedIn Sales Navigator connection with major CRMS, including HubSpot's in 2017.

Nivas Ravichandran · Answer

Hunter is a great tool. Just saw my friend using it today. Kickass.

Jared Thompson · Answer

CRM alone can't help you answer the critical business questions. Where am I? Where do I need to be? MapAnything provides Geo-Productivity Software to drive productivity and planning across multiple use cases.

Veasna Onn · Answer

Not sure why LinkedIn hasn't shown up earlier but this is where I start to build an initial profile for my prospects.  It gives me plenty of info to build rapport and find something to relate to.

Answer

Customizable email templates, mail merge, scheduled emails and open email alerts are table stakes email tools for the modern sales rep. Yesware offers these in an easy to use platform.

Alan Feldman · Answer

Too often the email with the attachments gets lost, it's too big to deliver, spam filters eat emails, etc. With this I show up unique and in multiple formats (video, audio, docs). I use this to get attention and speak to my clients

Vikas Jha · Answer

Find out Email IDs of prospect with Anymail Finder. Most cost efficient, best results. Also the founders provide great support !I have tried other similar products as well ( Hunter, FTL etc). By far this gives the best results

Jason Diller · Answer

I've found this to be the best way to send NDAs, proposals and contracts. It's much more than "proposal software" - we love it. Also, the people there are awesome.

Grant Fuellenbach · Answer

PandaDoc is far and away the most intuitive and feature rich CMS on the market. Not only allowing users to create legally binding proposals and contracts but any marketing or sales content imaginable. Truly one of my favorite tools in my tech stack.

Ryan Maynard · Answer

Flexible, versatile, and easy to train new support reps using Agile CRM. It seems to strike a nice balance of extendability without being too complex to integrate.

Vas Musca · Answer

It really is an end-to-end sales automation service: you can schedule how many new leads to get each day (with a pretty high level of detail), can automate your emails just like in any CRM worth its money, and can even use cool features like embedding native video in emails or making sure a specific email is triggered if your prospect tweets about something. The Cliently team even does calls for you or sets up your flows if you're on the premium plan! Really useful for professional services firms, consultants, and entrepreneurs.

Hector David · Answer

friendly open-source platform

Victor Iryniuk · Answer

A great combo of Pipeline Management + email marketing + Project Management. All inside Gmail!

Shamit Khemka · Answer

Salesflare is built on top of salespeople’s existing data pools of their customers. It doesn’t require them to input customer data, such as emails, phone numbers, and address books, into the software.

Shamit Khemka · Answer

Salesflare CRM gathers all  information from emails, email signatures, social profiles, and much more. Everything automatically appears in your address book.

Ilya Azovtsev 💌+🤖=🚀 · Answer

:)

Ish Jindal · Answer

Pretty neat tool to send out cold emails - have been using it for about a year now.

Menachem Pritzker · Answer

Somehow manages to be feature-heavy while at the same time avoiding feature bloat. I never feel overwhelmed using it