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Productivity
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15 essential sales productivity tools to add to your toolkit this year

Published on
May 20, 2024

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The ability to leverage technology to your advantage is paramount in today's competitive business landscape. It's time to elevate your sales process with tools that will empower you to outshine your competitors.

Imagine having all your customer info right at your fingertips and predicting their needs before speaking with them. And best of all, automating those tasks that take away your precious time, leaving you free to do what you do best: sell!

But hey, we get it. Choosing the right sales productivity tools can be difficult. Here are some essential sales tools—from contract-signing masters to pipeline visualization pros. Get ready to become tech-savvy and close deals faster!

1. CRM Tools

CRM stands for Customer Relationship Management. With CRM, businesses manage and analyze every customer interaction from start to finish, all to make sure you're not just selling but building lasting relationships. It's all about keeping customers smiling, coming back for more, and boosting those sales numbers!

  • Organizes and manages interactions with customers and prospects.
  • Stores customer information, communication history, and sales activities in one accessible location.
  • Streamlines sales processes, automates tasks, and enhances collaboration within the sales team.
  • Enables personalized interactions, better understanding of customer needs, and timely follow-ups.
  • Provides insights through analytics and reporting, aiding in forecasting, lead prioritization, and strategy development.

a) Copper (formerly ProsperWorks)

If you're already part of the Google Workspace family, Copper feels like coming home. It seamlessly integrates with your existing tools, saving you time and frustration. Plus, it automates data entry and lead tracking, so you can spend less time on busywork and more time building relationships and closing deals.  Want to visualize your sales pipeline and forecast like a pro? Copper's intuitive interface makes it easy.

Web page header from Copper with the slogan "Win clients for life with Copper" and a signup form for a free trial.

Benefits:

  • Seamless integration with Google Workspace (formerly G Suite), providing a familiar interface for users.
  • Automated data entry and lead tracking, reducing manual effort and ensuring data accuracy.
  • Intuitive pipeline management and reporting features for better sales visibility and forecasting.

Rating: 4.5/5 (G2 and Capterra)

Pricing: Copper offers subscription plans starting from around $23 per user per month.

b) Zendesk Sell (formerly Base)

Zendesk Sell isn't a one-size-fits-all sales productivity tool. It allows you to customize your sales pipeline and contact management to fit your unique business needs. Feeling lost in data? Dive deep with advanced reporting and analytics that help you identify trends and spot golden opportunities. Bonus points for businesses with both sales and support teams: Zendesk Sell seamlessly integrates with Zendesk's customer support tools, breaking down silos and boosting collaboration.

The image is a web page header from Zendesk advertising their customer service solutions with an option to start a free trial.

Benefits:

  • Customizable sales pipeline and contact management features to tailor the CRM to specific business needs.
  • Advanced reporting and analytics tools for insights into sales performance and trends.
  • Seamless integration with Zendesk's customer support tools for improved collaboration between sales and support teams.

Rating: 4/5 (G2 and Capterra)

Pricing: Zendesk Sell offers subscription plans starting from around $19 per user per month.

c) Cloze

Say goodbye to email overload and missed follow-ups! Cloze is your intelligent email and contact management assistant. It automatically organizes your communications and activities, keeping you on top of every relationship.  Relationship insights and reminders ensure you never forget a birthday or an important anniversary.  And for those moments when teamwork makes the dream work, Cloze's collaboration and sales productivity tools let you share contacts, notes, and tasks with your team seamlessly.

 The image is a website header for Cloze CRM, highlighting it as a high-productivity CRM for sales .

Benefits:

  • Intelligent email and contact management features that automatically organize communications and activities.
  • Relationship insights and reminders to help users stay on top of their sales relationships.
  • Collaboration tools for sharing contacts, notes, and tasks with team members.

Rating: 4.3/5 (G2 and Capterra)

Pricing: Cloze offers subscription plans starting from around $17-$24 per user per month.

d) Agile CRM

Looking for a CRM that does it all? Agile CRM has you covered. This comprehensive suite combines sales, marketing, and service automation in one platform, giving you a holistic view of your customer journey.  Streamline communication and engagement with features like email tracking, telephony integration, and social media management tools.  And the best part? Affordable pricing plans and a free version make it accessible for businesses of all sizes.

The image is a web page header for Agile CRM, promoting their CRM Sales Automation Software.

Benefits:

  • Comprehensive CRM suite with sales, marketing, and service automation features in one platform.
  • Email tracking, telephony integration, and social media management tools for efficient communication and engagement.
  • Affordable pricing plans and a free version available for small businesses.

Rating: 4.2/5 (G2 and Capterra)

Pricing: Agile CRM offers subscription plans starting from around $8.99-$47.99 per user per month, with a free plan available for up to 10 users.

e) Nimble

In today's digital world, social media is a goldmine of customer insights. Nimble helps you leverage the power of social media to gain a deeper understanding of your prospects and customers.  Consolidate your inbox, social interactions, and tasks in one unified hub for streamlined communication and engagement. Plus, Nimble boasts seamless contact management with automated data sync across platforms, ensuring your information is always up-to-date.

The image is a web page header for Nimble CRM, promoting it as a versatile CRM for teams beyond just salespeople, with an option to try for free.

Benefits:

  • Social media integration and contact enrichment features for deeper insights into prospects and customers.
  • Unified inbox for managing emails, social interactions, and tasks in one place.
  • Contact management tools with automated data synchronization across platforms.

Rating: 4.4/5 (G2 and Capterra)

Pricing: Nimble offers subscription plans starting from around $19-$25 per user per month.

2. Sales Automation Tools

Feeling buried in paperwork, drowning in emails, and tired of chasing leads?  It's time to upgrade with sales productivity tools that will keep you motivated and boost productivity.

  • Automate repetitive tasks like data entry and follow-up emails, freeing up your time to focus on building relationships and closing deals.
  • Gain valuable insights into your sales pipeline and customer behavior, allowing you to predict trends and make data-driven decisions.
  • Collaborate seamlessly with your team, ensuring everyone is on the same page and working towards shared goals.

a) Oliv AI

Say goodbye to pre-meeting scrambles and post-meeting chaos! Oliv AI is your sales companion that can revolutionize your sales process from prospecting to closing. Let's explore how Oliv streamlines your workflow and amplifies your success at every stage.

Homepage of Oliv AI, a platform for improving sales team performance.

Benefits:

  • Pre-Meeting Prep: Ditch the research rabbit hole! Oliv gathers client data, predicts needs, and generates personalized pitches, making you a meeting maestro.
  • Real-Time Sales Sidekick: Never miss a beat! Oliv provides instant data, suggests responses, analyzes client sentiment, and takes notes, keeping you informed and engaged.
  • Effortless Follow-up Ace: Leave a lasting impression! Oliv automates thank-you emails, sets reminders, and tracks tasks, ensuring seamless post-meeting follow-up.
  • Data-Driven Sales Strategist: Learn and improve! Oliv analyzes meetings and client interactions, providing insights to refine your approach and close more deals.
  • CRM Integration: Stay organized and efficient! Oliv seamlessly updates your CRM with notes, actions, and client info, ensuring a streamlined workflow.

Reviews: We showcase various testimonials on our website from satisfied users.

Pricing: Oliv offers different pricing plans tailored to different needs.

b) SalesLoft

SalesLoft streamlines prospecting with multi-channel engagement tools (email, phone, social) and its signature cadences feature. These automated sequences take the routine work out of outreach, nurturing leads effortlessly with multi-step emails, social touches, and reminders. SalesLoft is a leading sales engagement platform known for its powerful email automation, cadences, and analytics capabilities.

The image is a web page header for Salesloft, presenting it as the first AI-powered revenue orchestration platform with a call to action for a demo.

Benefits:

  • Provides sales productivity tools for efficient lead generation, outreach management, and multi-channel engagement (email, phone, social).
  • SalesLoft's signature feature, cadences, automate email sequences, follow-ups, and social touches to nurture leads and drive conversions.
  • Offers granular insights into email engagement, call activity, and deal progress, enabling reps to track performance and optimize their sales strategies.
  • SalesLoft includes coaching tools and content to help reps improve their communication and selling skills.

Ratings:

G2: 4.4/5 

Capterra: 4.2/5 

Pricing: The "Professional" plan starts at $60 per user per month.

c) Clari

Clari is an AI-powered revenue operations platform that focuses on deal guidance, forecasting, and pipeline management. Plus, Clari acts as your personal deal advisor, offering actionable recommendations for each deal, be it identifying potential roadblocks or uncovering hidden upsell possibilities. Shared deal views and team-based action plans foster collaboration, ensuring everyone's aligned and moving deals forward together.

 The image is a web page header for Clari, highlighting their solution for taking control of the revenue process with an option to get a demo.

Benefits:

  • Deal intelligence: Clari leverages AI to analyze your CRM data and provide real-time insights into deal risks, opportunities, and key drivers of success.
  • Predictive forecasting: Clari's AI models generate accurate forecasts based on historical data and real-time activity, helping you stay ahead of potential pipeline issues.
  • Prescriptive guidance: Clari offers actionable recommendations to reps and managers, suggesting next steps for deals at risk and highlighting potential upsell opportunities.
  • Collaboration: Clari fosters collaboration with shared deal views and team-based action plans.

Ratings:

G2: 4.6/5

Capterra: 4.7/5 

Pricing: Clari offers custom pricing based on team size and feature requirements. Contact their sales team for a quote.

d) Highspot

Highspot is a content enablement platform designed to equip sales reps with the right content at the right time. But it doesn't stop there. Highspot empowers you to personalize content to your prospects' specific needs, ensuring maximum engagement and impact. Track content usage and performance to see what resonates and what needs tweaking. Plus, collaborate with your team on content creation and share best practices with this sales productivity tool to keep everyone on the same page.

The image is a web page header for Highspot, stating "Sales Productivity Starts Here" with a focus on AI-powered sales enablement and a prompt to request a demo.

Benefits:

  • Highspot provides a central hub for storing, organizing, and sharing all your sales content, including presentations, brochures, product data sheets, and more.
  • Highspot enables reps to personalize content based on prospect needs and preferences, boosting engagement and effectiveness.
  • Highspot tracks content usage and performance, providing valuable insights to help you optimize your content strategy.
  • Highspot allows teams to collaborate on content creation and share best practices.

Ratings:

G2: 4.7/5

Capterra: 4.6/5

Pricing: Custom based on needs. Contact sales for a quote.

3. Lead Generation and Prospecting Tools

a) Apollo.io

Tired of inaccurate contact info holding you back? Apollo.io delivers validated data and multi-channel outreach (email, phone, social) to ensure you connect with the right people, every time. Plus, enrich profiles with extra details, automate tasks, and collaborate seamlessly with your team.

The image is a web page header for Apollo.io, promoting AI-powered tools for sales engagement.

Benefits:

  • Validates contact information and ensures data accuracy.
  • Reach prospects through email, phone, and social media.
  • Enriches lead profiles with additional information.
  • Automates prospecting tasks like email sequences and follow-ups.
  • Enables teams to share leads and track progress.

Ratings: G2- 4.4/5

Pricing: Starts at $49 per user per month

b) LeadSquared

LeadSquared offers a comprehensive platform with lead capture, management, marketing automation, and sales CRM functionalities. Visualize your pipeline, customize workflows, and access it all on the go with their mobile app. Whether you're a startup or a large enterprise, LeadSquared scales with you.

The image is a web page header for LeadSquared, featuring a testimonial about their field team management and efficiency.

Benefits:

  • Track leads and deals through a clear visual pipeline.
  • Customizable fields and workflows to fit specific needs.
  • Manage leads and track progress on the go.
  • Suitable for businesses of all sizes.

Ratings: G2- 4.2/5

Pricing: Starts at $15 per user per month

c) Outbrain Amplify

Outbrain Amplify leverages native advertising to promote your content and reach potential customers across high-traffic websites. Target specific demographics and interests, track campaign performance, and unlock cost-effective lead generation on a wide scale.

The image is a web page header for Outbrain, inviting businesses to "Advertise your Brand on Media Sites" with a call to action to "Start Now".

Benefits:

  • Promote content and reach new audiences on high-traffic websites.
  • Target specific demographics and interests.
  • Track campaign performance and optimize results.
  • Reach a large audience with ease.
  • Can be a cost-effective way to generate leads.

Ratings: G2- 4.1/5

Pricing: Varies based on campaign budget and targeting options

d) Leadfeeder

Ever wonder who visits your website? Leadfeeder unveils the mystery, identifying companies and scoring leads based on their browsing behavior. Enrich profiles with additional data, integrate with your sales productivity tools, and gain valuable insights into your target audience.

 The image is a web page header for Leadfeeder, with a call to action to turn pageviews into a sales pipeline by identifying companies visiting your website and converting them into high-value leads.

Benefits:

  • Identify companies that visit your website.
  • Score leads based on their website activity.
  • Enrich lead profiles with additional data.
  • Integrates with various CRMs and marketing automation platforms.
  • Provides valuable insights into your target audience.

Ratings: G2- 4.2 /5

Pricing: Starts at $49 per user per month

4. Other Sales-Related Tools

a) DocuSign

DocuSign streamlines your entire signing process. Imagine sending agreements electronically, collecting signatures from anywhere, and managing everything online, all while ensuring legal compliance and security. DocuSign integrates seamlessly with various sales productivity tools you already use, making it effortless to integrate into your workflow.

The image is a web page header for DocuSign, stating "Everything you need to agree," promoting their electronic signature service with options to get started or request a demo.

Benefits:

  • Eliminate cumbersome paper-based workflows and expedite signature processes.
  • Ensure electronic signatures meet legal requirements and protect sensitive data.
  • Monitor the signing process in real-time and retain comprehensive audit trails.
  • Allow signers from anywhere in the world to sign documents electronically.

Ratings: G2- 4.4/5

Pricing: Individual Plan starts from $10 per user per month

b) Trello

Do sticky notes and cluttered whiteboards stress you out? Trello brings order to the chaos with its intuitive, visual collaboration platform. Organize your projects, tasks, and ideas using kanban boards – think flexible lists categorized by status. Collaborate with your team in real-time, assign tasks, add comments, and track progress visually and effortlessly.

The image is a promotional web page for Trello, highlighting its ability to bring tasks, teammates, and tools together in one place for organizational and collaboration purposes.

Benefits:

  • Easily track deals through different stages in your sales pipeline.
  • Share information, assign tasks, and communicate with team members within cards.
  • Improve visibility into team activities and sales progress.
  • Adapt Trello to fit your specific sales process with boards, lists, and custom fields.

Ratings: G2- 4.4/5

Pricing: Free Plan up to 10 team members and standard Plan starts from $5 per user per month.

Conclusion

From relationship-building CRMs like Copper and Agile CRM to prospecting powerhouses like Apollo.io and Leadfeeder, this guide unveils essential sales productivity tools to streamline your workflow, automate tasks, and gain valuable insights. Don't forget AI-powered deal guidance with Clari or content personalization with Highspot. 

Explore free trials, compare features, and choose the ones that resonate with your needs and budget. With this tech army by your side, you're empowered to close deals faster, build stronger relationships, and unlock your true sales potential. So, what are you waiting for? Start your transformation with technology today!

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