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AI Sales
30 Best Sales Tools You Need in 2024
Christina Miranda
July 25, 2024
|
7 min. read
Christina Miranda
LAST UPDATED
July 2, 2024
READING TIME
7 min.
When working in sales, we know you need a small army backing you up.
We’ve created a list with 30 of our favorite tools to assist you through every step of the sales funnel.
Sales tools are software, platforms, or solutions sales professionals and teams use to streamline their processes, increase efficiency, and improve their overall performance throughout the entire sales funnel.
There are many tools out there that offer a wide range of features and functionalities designed to simplify each step of the process.
We will analyze each step of the sales process alongside our favorite tools suited to each step, but also the different aspects of the sales process such as prospecting, lead generation, customer relationship management (CRM), communication, collaboration, analytics, and reporting.
First, let's take a look at the different types of sales tools we have:
Customer Relationship Management (CRM) Systems: CRM systems are platforms that help businesses manage interactions with current and potential customers. They store customer data, track interactions, manage sales pipelines, and provide insights to improve customer relationships and sales performance.
Sales Engagement Platforms: Sales engagement platforms combine email, phone, social media, and other communication channels into a single interface. They enable sales reps to engage with prospects and customers more effectively, automate outreach, track interactions, and prioritize leads.
Lead Generation and Prospecting Tools: These tools help sales teams identify and qualify potential leads. They provide access to databases of prospects, enable lead scoring and segmentation, and offer features for prospecting, email outreach, and follow-up.
Sales Enablement Platforms: Sales enablement platforms provide content, tools, and resources to empower sales teams and improve their effectiveness. They offer features such as content management, sales training, coaching, and analytics to help reps sell more efficiently.
Sales Performance and Analytics Tools: These tools track and analyze sales performance metrics to help sales managers and teams understand their performance, identify trends, and make data-driven decisions. They provide insights into sales activities, pipeline health, conversion rates, and revenue forecasts.
Sales Communication and Collaboration Tools: Sales communication tools facilitate communication and collaboration among sales teams, prospects, and customers. They include email clients, video conferencing software, messaging apps, and collaboration platforms to streamline communication and enhance productivity.
Sales Automation Tools: Sales automation tools automate repetitive tasks and workflows, freeing up time for sales reps to focus on high-value activities. They include features such as lead scoring, workflow automation, email sequencing, and task automation to streamline sales processes.
Sales Reporting and Forecasting Tools: These tools help sales teams track their performance, generate reports, and forecast future sales. They provide insights into key metrics, pipeline health, revenue projections, and trends to help businesses make informed decisions and plan for the future.
Overall, sales tools play a crucial role in helping sales professionals and teams work more efficiently, close more deals, and drive business growth. By leveraging the right combination of sales tools, organizations can optimize their sales processes and achieve their revenue targets more effectively.
Steps in the sales funnel
Awareness
This is the top of the funnel, where potential customers become aware of your brand, product, or service. They may discover your business through various channels such as social media, search engines, advertising, or word-of-mouth referrals.
This step consists of building your personal brand.
Our top picks?
lemlist
LinkedIn
Taplio
Lusha
Interest
In this stage, potential customers show interest in your offerings and actively seek out more information. They may visit your website, engage with your content, sign up for newsletters, or attend webinars or events.
Our top picks?
Zoho CRM
SalesforceOutreach
Monday CRM
And many more…
Consideration
At this stage, potential customers are evaluating their options and comparing different solutions to address their needs or challenges. They may research your products or services, read reviews, compare features and pricing, and seek recommendations from peers or industry experts.
Our top picks?
Notion
Catalyst
Heap
Intent
In the intent stage, potential customers demonstrate a strong interest in your offerings and show signs of readiness to make a purchase. They may request demos, consultations, quotes, or trials to further evaluate your offerings and make a decision.
Our top picks?
lemcal
Slack
Revenue Hero
Calendly
Figma
Evaluation
In this stage, potential customers conduct a final review of your offerings and weigh the benefits against the costs. They may seek clarification on specific features or terms, negotiate pricing or terms, and address any remaining concerns or objections.
Our top pick?
Datanyze
ProPofs Survey Maker
Purchase
This is the bottom of the funnel, where potential customers make a decision to purchase your product or service. They may complete the transaction online, over the phone, or in person, depending on your sales process and distribution channels.
Our top pick?
PandaDoc
Retention
After making a purchase, customers enter the retention stage, where businesses focus on nurturing and retaining their existing customer base. This may involve providing ongoing support, delivering exceptional customer service, offering loyalty rewards, and encouraging repeat purchases.
In the advocacy stage, satisfied customers become advocates for your brand and help promote your offerings to others. They may refer friends, family, or colleagues, leave positive reviews or testimonials, and share their experiences on social media or other platforms.
LinkedIn has become the largest professional networking platform. You can find almost all your prospects, connect with them, grow your network, and establish yourself as a thought leader through post-creation and engagement.
LinkedIn Sales Navigator is a premium feature within LinkedIn to make connections much more efficient.
It offers a wider spectrum of filters to narrow your search as much as possible and Inmail messaging.
With LinkedIn, you can find and engage with your leads, but if you’re looking to take your lead generation to the next level, invest in a tool such as lemlist to enrich all of your leads!
Pricing
LinkedIn’s free version works great, however investing in LinkedIn Sales Navigator will help you reach out to your prospect’s much more easily and personally by using InMail.
LinkedIn Sales Navigator Core
LinkedIn Sales Navigator Advanced
LinkedIn Sales Navigator Advanced Plus
$99/month
$149/month
Starting at $16000/year
Advanced lead & company search
Alerts on your saved leads and accounts
Create custom lists
Share content and track engagement
Warm introductions from teammates
CRM updates with data validation
Integrate CRM contacts
Advanced enterprise integrations
Lusha is a B2B go-to-market intelligence platform that can be used in marketing, sales, and recruitment.
You can gather your prospect’s accurate contact information, and receive alerts when they are changing jobs. Ensuring that, as a recruiter, you’ll always have good timing on your side.
One of Lusha's key offerings is its browser extension, which integrates with popular platforms like LinkedIn, Salesforce, and Google Chrome. With the extension installed, you can quickly find contact details, including email addresses and phone numbers, directly from the profiles they visit on LinkedIn or other websites.
This enables sales reps to streamline their prospecting efforts and reach out to potential leads more efficiently.
Pricing
Pricing starts at $36 per month.
Free plan ✅
✅ Pros
Easy to transfer multiple contact information to your CRM
Wide range of filters to narrow down your searches
Taplio is an AI-powered LinkedIn tool that will help you build your personal brand by creating valuable LinkedIn posts.
Taplio is the first LinkedIn tool that helps you create a real LinkedIn strategy, based on content and engaging with other relevant accounts.
Most tools focus on lead generation and automation. Despite having some lead gen features, Taplio’s main focus is helping you build a personal brand that attracts opportunities, and turn likers and commenters into subscribers or customers.
With Taplio you can schedule all of your posts, so you don’t have to log in specifically to post them.
Pricing
Taplio starts at $39 a month, offering useful and valuable tools. With the Standard plan, let AI help you generate your posts and comments!
Free trial ✅
✅ Pros
You can create original posts and engage with your LinkedIn connections
Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other critical functions.
It provides a suite of tools and services designed to streamline and automate various aspects of customer relationship management, allowing organizations to better engage with their customers, improve sales productivity, and make data-driven decisions.
Pricing
Starting at €25 a month, Salesforce will start automating your outbound processes.
It is designed to help businesses of all sizes manage their sales, marketing, customer support, and inventory activities in a centralized system.
Zoho CRM offers features such as lead management, contact management, sales pipeline management, email marketing, reporting and analytics, social media integration, and more. It aims to streamline business processes, improve customer engagement, and drive sales growth.
Pricing
Starting at €14 a month, Zoho CRM offers simple and affordable plans.
Outreach.io is a sales engagement platform designed to help sales teams effectively engage with prospects and customers throughout the sales process.
It provides tools for email outreach, phone calls, social selling, and personalized messaging.
Outreach.io enables sales teams to automate repetitive tasks, track prospect interactions, and collaborate more efficiently.
Key features include email sequencing, cadence management, analytics and reporting, CRM integration, and sales productivity tools.
Pricing
Outreach does not disclose its pricing at this time.
Free trial ❌
✅ Pros
Great integration
Ease of use
❌ Cons
Occasional lags when syncing with LinkedIn
Chrome Extension tends to bug
9. Superhuman
Reviews ⭐⭐⭐⭐⭐
G2 4.7/5 (601 reviews)
Capterra 4.9/5 (16 reviews)
Overview
Superhuman is an email client designed to enhance productivity and efficiency for professionals who rely on email communication.
Among its features, you can find email search, customizable keyboard shortcuts, read statuses for sent emails, and AI-powered email prioritization.
Superhuman also provides a clean and minimalist interface, with features like snooze, reminders, and follow-up reminders to help users stay organized and on top of their email inbox. Additionally, it offers integration with various productivity tools and services, allowing users to streamline their workflow and manage tasks more effectively.
Pricing
Superhuman offers three tiers, two of them starting at $30 a month, while the Enterprise plan’s pricing is under request.
Free trial ✅
Starter
Growth
Enterprise
$30/user/month
$30/user/month
under request
1 user
5 users
10 users
✅ Pros
To use the schedule feature, the recipients have to be on Superhuman too.
Monday.com is a popular work operating system that offers a range of tools for project management, task tracking, collaboration, and workflow automation.
Users can create custom boards, templates, and workflows to track leads, manage contacts, and handle customer interactions. Additionally, Monday.com offers integrations with various third-party apps and services, including CRM solutions, to enhance its capabilities in managing customer data and sales pipelines.
Pricing
Monday CRM offers four affordable plans starting at €12 per month.
Free trial ✅
✅ Pros
Ease of use
Affordable pricing
Unmatched UI
❌ Cons
Occasionally, third-party integration is required for email
HubSpot Sales Hub offers a suite of tools designed to help sales teams manage their pipelines, automate tasks, and close deals more efficiently.
Key features of HubSpot Sales Hub include:
Contact Management: Centralizes all contact information and interactions in one place.
Email Tracking and Templates: Allows users to track email opens, clicks, and responses in real-time. Sales reps can also create and use email templates.
Deal Management: Helps sales teams organize and manage deals through customizable pipelines, stages, and deal-tracking tools. Users can track deal progress, forecast revenue, and set reminders for follow-ups.
Task Automation: Automates repetitive tasks such as email follow-ups, lead assignments, and data entry, freeing up time for sales reps to focus on more strategic activities.
Reporting and Analytics: Insights into sales performance, pipeline health, and individual rep activity through customizable dashboards and reports.
Pricing
HubSpot Sales Hub lies on the more expensive side, and starts its plans at €90.
Free trial ✅
✅ Pros
Detailed metrics and analytics
Exceptional customer support
❌ Cons
No A/B testing
Additional minutes cannot be bought when calling
12. Surfe
Reviews ⭐⭐⭐⭐⭐
G2 4.8/5 (37 reviews) | Capterra 5/5 (2 reviews)
Overview
With seamless integration between LinkedIn and your CRM, Surfe allows easy syncing of data with a single click, eliminating the need for manual data entry and reducing errors while saving time.
The intuitive interface of Surfe makes it easy to access necessary CRM data on LinkedIn, enhancing the ability to close deals and drive revenue. Utilizing Surfe, sales and revenue teams can work more efficiently, achieve greater success, and streamline their workflow.
Pricing
Surfe offers three paid plans,
starting with a free plan, offering basic features that can help you with your daily productivity.
Saleshandy is a cold email tool that helps you scale your outbound campaigns through unlimited sending email accounts and unlimited email warm-up, resulting in maximum deliverability, increased domain reputation, more replies, and high ROI. ****
Pricing
Saleshandy offers four paid plans ranging from $25 to $219.
Free trial ✅
✅ Pros
User-friendly interface
Produces high open rates
❌ Cons
Different time zones have to be separated in different sequences
Among its many features, Mailchimp offers the opportunity to create and send out your own newsletters to your subscribers.
You can either create your own newsletters from scratch or use one of their many templates to help you out.
Once you’ve crafted them, schedule their release or send them directly.
Once the newsletter is sent, you can track various metrics such as open rates, click-through rates, and conversion rates to measure the effectiveness of their campaign.
Overall, Mailchimp provides a user-frie
ndly platform for creating and managing email newsletters, helping businesses and individuals effectively communicate with their audience and drive engagement.
Pricing
You can try Mailchimp out for free, except for the Premium plan.
Free trials and a free plan ✅
✅ Pros
Ease of use
A/B testing
❌ Cons
MailChimp does not have technical support
Certain tools and features require additional cost
Kaltura is a leading online video platform (OVP) that provides a comprehensive suite of video-related services for enterprises, educational institutions, media companies, and service providers.
Kaltura's platform allows users to upload, publish, and manage videos across various channels such as websites, mobile apps, webinars, and social media platforms.
It also provides tools for live streaming, video analytics, interactive video experiences, and video monetization through advertising and subscription models.
Pricing
Kaltura’s pricing is under request, but you can choose from several different plans for each situation and they offer a free trial for each one.
Catalyst is a customer success software built to deliver value during the entire customer experience.
With Catalyst you can automate and scale your best-in-class customer journeys; drive user productivity and adoption; and deliver clear insights into customer health that optimize the customer experience with precision—from onboarding to advocacy.
Pricing
Catalyst does not disclose its pricing, you have to fill out a form and request pricing information.
Notion is a connected workspace where your team can create docs, take notes, manage tasks, and organize your work – all in one place.
Notion can be a powerful tool for sales teams, offering a flexible platform for organizing, collaborating, and managing various aspects of the sales process, such as:
Centralized Knowledge Base: Create a centralized repository of sales resources, including sales collateral, product information, competitive analysis, and best practices. Organize this information into easily accessible databases, pages, and templates.
Sales Playbooks and Templates: Develop sales playbooks and templates for different stages of the sales cycle.
Prospect and Lead Management: Use Notion databases to track and manage prospects and leads, create custom fields to capture key information, and use views and filters to segment leads based on criteria.
Pipeline Management: Build a visual pipeline in Notion to track deals through each stage of the sales process. Use kanban boards or tables to represent stages such as prospecting, qualification, proposal, negotiation, and closed-won.
Meeting and Call Notes: Take meeting and call notes directly in Notion, either individually or collaboratively with team members. Use templates to structure notes consistently and capture key takeaways, action items, and next steps.
Task and Activity Tracking: Create task lists and reminders in Notion to manage sales activities and follow-ups, assign tasks to specific team members, set due dates, and prioritize activities based on importance.
Performance Dashboards and Reporting: Build custom dashboards and reports in Notion to track sales performance metrics and KPIs, aggregate data from various sources such as CRM systems, spreadsheets, and external APIs, and visualize data using charts, graphs, and tables to monitor progress towards goals and identify trends.
Collaboration and Communication: Use Notion as a collaborative workspace for sales teams to share updates, collaborate on projects, and communicate in real-time.
Pricing
Notion offers four affordable plans to help you organize all of your activities easily.
Heap offers a complete understanding of your customers’ digital journeys, so you can quickly improve conversion, retention, and customer delight.
Through its analytics, you can pinpoint where your users are struggling and make improvements, speed time-to-market and optimize the impact of product and business teams, build increasingly valuable features and experiences, and understand the full user journey.
Pricing
Heap offers four different tiers, including a free plan, although pricing is under request.
✅ Pros
Responsive customer support
The Live Data Feed allows you to pinpoint user interaction
RevenueHero is an inbound revenue acceleration product that handles instant meeting scheduling and lead routing of all levels of complexity, for B2B revenue teams.
RevenueHero integrates with your lead capture form to qualify prospects and schedule meetings between them and the right rep on your team in real-time.
RevenueHero helps teams reduce sales cycles, and improve turnaround times to potential customers. ****
Pricing
Revenue Hero offers two different plans, one for your outbound activities and another for inbound.
✅ Pros
Ease of use
Helpful support team
❌ Cons
Lacks the option to configure separate widget designs
Figma is a web-based collaborative design tool used for interface design, prototyping, and collaboration.
It allows multiple users to work on the same design project simultaneously, making it particularly useful for teams working remotely or across different locations.
Figma provides a range of features for designing user interfaces, including vector editing tools, prototyping capabilities, and version control. It has gained popularity among designers and design teams for its ease of use, real-time collaboration features, and seamless integration with other design tools and platforms.
Pricing
Figma helps you creati
ng original demos with a free plan, and ranges up to €75 per month.
Slack offers a great platform to be able to communicate not only with your team, but also with clients and potential clients, where you can offer further details, tips, support, etc.
Here's how you can use Slack in sales:
Team Communication
Real-time Messaging
Integration with CRM
Sales Alerts and Notifications
Document and File Sharing
Sales Meeting Coordination
Sales Performance Tracking
Knowledge Sharing and Collaboration
Customer Support and Engagement
Feedback and Idea Sharing
Overall, Slack can serve as a central hub for sales teams to communicate, collaborate, and stay informed about all aspects of the sales process. By leveraging its features and integrations, sales teams can improve efficiency, productivity, and teamwork, ultimately driving better results.
Pricing
Slack offers four different paid plans, although users have stated that the free plan is quite limited.
Datanyze is a software platform that provides sales and marketing teams with insights and data to help them identify and target potential customers.
It offers features such as technographic data, which provides information about the technologies used by companies, predictive analytics for sales, lead enrichment, and account-based marketing tools.
Datanyze helps businesses prioritize their sales efforts and improve their outreach by providing accurate and up-to-date information about prospects and customers.
Pricing
Datanyze offers two affordable paid plans, Pro 1 and Pro2. Although you can benefit from a 3-month free trial.
ProProfs Survey Maker is a SaaS-based survey software that helps businesses create feedback surveys.
You can use a pre-made survey or create a customized survey to gather data that enables you to measure customer loyalty and satisfaction levels easily.
Pricing
ProPofs Survey Maker offers a free plan in which you can send unlimited surveys.
PandaDoc is a software platform designed to streamline the process of creating, sending, and managing documents for businesses.
It offers features for document creation, electronic signatures, and document tracking. Users can create professional-looking proposals, contracts, quotes, and other business documents using customizable templates.
The platform also allows for electronic signatures, making it easy to get documents signed quickly and securely. Additionally, PandaDoc provides analytics and tracking capabilities, allowing users to see when recipients open, view, and sign documents.
Pricing
PandaDoc offers three paid plans, however the Enterprise pricing is under request.
✅ Pros
Useful templates
Quick setup system
❌ Cons
Challenged filing organization
Not a lot of customization available
28. Postal.io
Reviews ⭐⭐⭐⭐⭐
G2 4.6/5 (357 reviews) | Capterra 5/5 (1 review)
Overview
Postal.io is an offline engagement platform that will allow you to connect and engage with leads and existing clients through offline channels.
Pricing
High learning curve
Postal offers three payment plans and all pricing is under request.
ReferralCandy is a referral marketing platform designed to help businesses acquire new customers through word-of-mouth referrals.
It enables companies to create and manage referral programs easily, allowing customers to refer their friends and contacts to the business in exchange for rewards or incentives.
ReferralCandy automates the referral process, tracks referrals and rewards, and provides analytics to measure the performance of referral campaigns.
Pricing
ReferralCandy offers three paid plans in which they include a commission fee, which will vary depending on the tier your ultimately choose.
GetAmbassador is a referral marketing software platform that enables businesses to design, launch, and manage referral programs to drive customer acquisition and revenue growth.
It provides tools for creating customizable referral campaigns, tracking referrals and rewards, and analyzing campaign performance.
GetAmbassador helps businesses turn their customers, partners, and employees into brand advocates who can refer new customers and prospects to the compan
y.
Pricing
Get Ambassador offers three paid plans and starts at $300 per month.
✅ Pros
User friendly
Responsive customer support
❌ Cons
Commission fulfillment takes quite a long time
Additional features lead to additional costs
Key Takeaways
There are many tools out there that will simplify your sales process and help you drive up your revenue.
Before you make an informed decision, make sure you’re aware of your needs for each step of the process.
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