52 Best B2B Sales Tools & Software To Boost Productivity & Sales
Boost sales using B2B sales tools and software to enhance productivity, efficiency, and sales growth.
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Imagine you’re a B2B sales leader. You’ve been given a revenue target to hit by the end of the quarter. As you rally your team for the task ahead, a colleague reminds you that you have a new sales tool to help you reach your goal. Your team has barely started using this sales acceleration software, and you know that it could take time to figure out how it works and for everyone to get on board. But as you look at the software’s dashboard, you can see that it will help you identify the best leads to pursue, uncover insights about their business, and personalize your outreach to improve your chances of closing the deal. You’ll take the time to learn how this B2B sales tool works because, in the end, it will help you reach your target faster. This scenario is common in business-to-business sales, where teams often use advanced software to help them work more efficiently and close deals faster. In this article, we’ll explore B2B sales tools and best sales acceleration software, their importance and how they can help you boost productivity, improve sales and achieve your business goals.
One sales tool that can help you reach your targets is Aomni’s sales intelligence software. This platform helps sales teams uncover actionable insights about their prospects and improve their outreach to accelerate deal closing.
What are B2B Sales Tools?
B2B sales tools are digital solutions designed to enhance the productivity and effectiveness of sales professionals. These tools span a wide range of technologies that connects data between different systems, including:
- Customer Relationship Management (CRM) systems
- Sales intelligence platforms
- Sales acceleration tools
- Integration software
At their core, sales tools help streamline the sales process by identifying which prospects are most likely to benefit from a product or service, determining the best timing for outreach, and guiding sales reps on what topics to engage prospects with. By automating administrative tasks free up time for salespeople to focus on building relationships and closing deals, such as:
- Data entry
- Lead tracking
- Follow-up reminders
- Sales tools
Make Room for Modern Sales Tools
Modern sales teams increasingly expect access to advanced tools to stay competitive and productive. Companies that don't invest in updated sales technologies risk losing business and their top talent, as professionals increasingly prioritize workplaces with the tools that enable them to succeed.
This trend is reflected in LinkedIn's State of Sales 2021 report, which found that 94% of sales professionals believe sales tools help them close more deals, underscoring the critical role of these technologies in today’s sales environment.
13 Best B2B Sales Tools For Sales Intelligence & Prospecting
1. Aomni
Aomni is an AI agent platform designed specifically for B2B sales intelligence software. Our solution empowers enterprise and strategic account executives to execute account-based sales and marketing strategies with unprecedented efficiency and effectiveness. Our key features include:
- AI-powered prospect and account research
- Comprehensive account mapping and planning
- Data-driven sales strategy development
- Automated call preparation
- Personalized AI agents for sales optimization
- AI chat interface for streamlined sales processes
- AI-assisted Account Based Sales/Marketing campaign execution tool
Sales Intelligence and AI-Driven Performance Enhancement
Aomni addresses critical pain points for sales managers whose Account Executives, Account Managers, and Customer Success Managers must perform better and include quotas. By leveraging our advanced AI technology, sales professionals can significantly enhance their preparation for customer conversations, leading to the following:
- Larger deal closures
- Increased promotion opportunities
For individual sales professionals, Aomni provides the tools and insights needed to:
- Elevate their performance
- Close more substantial deals
- Accelerate career progression
Our platform transforms the way B2B sales teams operate, ensuring they enter every customer interaction:
- Fully prepared
- Strategically positioned for success
Try our sales intelligence software for free today!
2. LinkedIn Sales Navigator
LinkedIn has a huge global user base of 875 million members. Many of this user base are high-income earners who are currently “in the market” to buy products. Nearly 16 million people hold ownership or senior C-suite positions within their organizations. LinkedIn Sales Navigator is a sales tool designed to help you engage with prospects on this powerful platform.
Core features include:
- Advanced search capabilities, which leverage filters such as:
- Job titles
- Company
Organization size
- Custom prospect list building and management. Here you can take notes and gets alerts about relevant prospect updates, such as job changes.
- Personalized prospect outreach via LinkedIn mail.
- LinkedIn Sales Navigator can tap the most important social media platform for B2B businesses. Here, you can find prospects with precision and ease.
3. PartnerTap
If you want to leverage your ecosystem, PartnerTap may be your solution. This enterprise solution enables “co-selling, co-marketing, and lead-sharing” among business partners. This works via a simple three-step process:
- You sign up for the platform.
- Your data is automatically pulled from your customer relationship management system (CRM) or a CSV file.
- You then invite your partners to connect on the platform at no cost.
Leveraging Partner Ecosystems for Mutual Growth
Once you’ve done this, PartnerTap allows you to:
- Uncover overlapping customers
- Prospects
- Opportunities within your ecosystem
That includes prospects of current customers of one or more of your partners. Plus, you (and your partners) have full control over what and how much data you share. For many salespeople, partners are often an untapped or underutilized prospecting resource. PartnerTap provides a non-competitive, mutually beneficial system for uncovering opportunities throughout your partner ecosystem.
4. Apollo
Apollo is a sales intelligence and engagement platform that enables prospect discovery, outreach, and management. The platform’s engagement features (especially those that leverage automation and AI) are compelling.
Core features include:
- A prospect database of over 250 million contacts. These prospects can also be filtered using 200+ attributes, including:
- Verified phone numbers
- Email addresses
- Job titles
- Prospect monitoring functionality. This alerts you of:
- Job changes
- Funding news
- Hiring decisions
- Artificial Intelligence (AI). This allows you to use the “Persona Lookalike” functionality that suggests prospects based on your ideal client persona. Apollo has multiple integrations. Not only can you integrate your CRM, Apollo also has a Chrome extension that allows you to find contact details of LinkedIn connections.
5. Salesflare
If you sell to businesses (B2B) and want a complete sales prospecting solution, Salesflare may be what you’re looking for.
Core features include:
- A robust LinkedIn integration. You can add leads from LinkedIn, find their email addresses, and easily enroll them in an email sequence.
- Email campaigns and sequences. This tool helps you automate your outreach and follow-up emails so you don’t have to send many manually. It works seamlessly with Google Workspace and Microsoft 365.
- Automated data enrichment. This feature enriches your leads automatically with data from LinkedIn and other publicly available sources, as well as from email signatures. Add leads from anywhere with the Chrome extension. Open the extension on any website and find the right contact person, including their contact information.
Salesflare is not just a sales prospecting tool. It’s a comprehensive sales CRM software that is simple to use and easy to keep up to date, so you can turn all these leads into deals.
6. Wiza sales tool
Wiza is a sales prospecting tool for sales, marketing, and recruiting professionals. It provides a large, searchable database of B2B professionals that can be filtered by both personal and company filters, such as name, job title, and industry. It also offers real-time verified contact data, such as email addresses and phone numbers, to power your outreach.
Efficient Lead Generation and Outreach
Core features include:
- Over 830 million contacts, including:
- Verified email addresses
- Phone numbers
- Current job titles
- Ability to export up to 10,000 leads at a time as well as send contact information directly to CRMs like:
- HubSpot
- Salesforce
- Outreach, and more
- A free chrome extension that enables you to view contact data on LinkedIn and export in bulk via LinkedIn Navigator and LinkedIn Recruiter
Wiza verifies all contact data in real-time, ensuring you have the most accurate contact information available for your outreach.
7. Crunchbase
Crunchbase is a company database that collects insights on private and public companies. Here you can filter prospects based on:
- Company
- Investor
- Funding data
Crunchbase also gathers the latest news on the companies you track.
Market Intelligence and Financial Insights
Core features include:
- Access to verified contact data. You can also connect with contacts from within the platform. Account recommendations based on predefined criteria.
- Market monitoring. This helps you to recognize industry trends early, track buying signals and identify trigger events.
With Crunchbase, you can access and monitor critical financial data and insights that indicate buying power and readiness. That includes news related to:
- Funding
- Information about funding type
- Who are the financial backers
8. CIENCE GO Data
GO Data by CIENCE is an advanced tool for sales intelligence, housing more than 200 million records that are regularly validated and updated for precision. The platform simplifies the list-building process with its user-friendly interface. It allows for virtually limitless configurations of Ideal Customer Profiles, which can be assembled using the SCIENCE Go Data builder within seconds. As one of the world's largest outbound services companies, its extensive network usage minimizes data decay by facilitating regular use and updates.
Data compliance is a priority for CIENCE, as they regularly cross-check:
- Mobile numbers with global Do Not Call lists
- Validate emails
- Ensure all data handling aligns with B2B data best practices and country law
CIENCE GO Data is a reliable tool for sales reps, business development departments, customer data analytics, and account-based marketing (ABM) teams. With its extensive features and competitive pricing model, GO Data offers a unique, data-driven strategy for businesses of all sizes and industries.
Precision Targeting and Ideal Customer Profile (ICP) Building
Core features include:
- Advanced search capabilities
- Leveraging filters such as:
- Job titles
- Seniority level
- Organization size
- Industry
- Revenue
- Company
- Custom ICP (Ideal Customer Profile) and account list building and management. GO Data enables you to configure and manage target profiles while being notified of updates, such as job changes—precision targeting of prospects with the ability to access their validated contact information for personalized outreach directly.
CIENCE GO Data empowers B2B businesses with unparalleled access to a rich, validated contact database. Here, you can locate and engage your prospects with precision and ease.
9. Usergems
Usergems is a sales intelligence platform that offers two powerful sales prospecting solutions:
- Account tracking: Account tracking allows you to monitor relevant job changes within target organizations. You can also access verified contact data and identify previous touch points within the organization.
- Contract tracking: Every time a former lead or customer moves to a new company, it provides an opportunity to pitch your product or service to that new organization through a warm introduction. Contact tracking focuses on job changes for:
- Prospects
- Users
- Leads
- Former customers
What we love:
Not only does Usergems alert you when a former lead or prospect leaves their company, the platform also adds them to your CRM as a new contact (with their new information).
10. Leadfeeder
Leadfeeder is a B2B lead generation software with a tracker script to help you identify and monitor website visitors. Using Leadfeeder you can:
- Identify the companies that visit your site. Monitor prospect behavior while on your site. Score and qualify prospects based on their activity on your site and demographic filters. Set up email alerts based on predetermined criteria, such as “when X company visits your site.”
- Integrate with your CRM for data enrichment. Leadfeeder also provides a filterable contact database, which allows you to contact and engage with relevant leads. With Leadfeeder, prospects who visit your website have already shown some interest in your product or service. This makes them more likely to engage and convert during the outreach stage.
11. Owler Max by Meltwater
Owler Max by Meltwater offers several helpful features for prospecting and lead generation. These features enable sales professionals to identify and qualify potential prospects more effectively.
Here are some key Owler features that support prospecting:
- Company Profiles: Owler provides detailed company profiles that include information such as:
- Key executives
- Funding history
- Employee count
- Competitive landscape
- Funding Insights: The tool provides information about funding rounds, investments, and companies' financial details.
- News and Alerts: Owler delivers real-time news updates about:
- Companies
- Industry trends
- Events
- Competitor Analysis: The software allows sales professionals to conduct competitor analysis.
- Community Insights: Owler has an active community of contributors who share company information and insights. Sales professionals can tap into this collective intelligence to gather valuable prospecting insights, such as:
- Customer reviews
- Product feedback
- Industry trends
The software company belongs to big media intelligence player Meltwater, so customers can easily upgrade to a full-rounded suite to streamline their:
- Prospecting efforts
- Identify qualified leads
- Personalize their outreach
- Stay informed about industry trends
12. Mixmax
Mixmax is a sales engagement platform designed to streamline and optimize the sales process for:
- SDRs
- AEs
- CSMs
With its user-friendly interface and AI-driven automation, Mixmax enables multi-channel prospecting, allowing sales teams to connect with leads across different platforms, book more meetings, and close more sales.
AI-Powered Multichannel Prospecting and Email Personalization
Core features include:
- The ability to create multichannel prospecting sequences including:
- Emails
- Call tasks
- LinkedIn connection requests
- DMs
- SMS
- AI-powered email personalization tools that help users craft personalized emails and optimize send times, improving open and reply rates.
- Automatic syncing with Salesforce and HubSpot to ensure all communications and activities are logged, reducing manual data entry and maintaining up-to-date records.
- Automation tools that allow users to set up rules and triggers based on recipient actions, ensuring timely follow-ups.
- Email enhancements to help sellers stand out in a crowded inbox like:
- In-email polls and surveys
- One-click calendaring
- Embedded CTA buttons
- Link previews and more
- Mixmax integrates with multiple platforms making it easy for sales teams to adopt and use without needing to switch between multiple tools with:
- Gmail
- Outlook
- Salesforce,
- HubSpot
- The AI features for email personalization and timing are valuable for boosting open and reply rates.
13. Momentum
Momentum uses AI to capture insights from your sales calls, automatically updating your CRM, including:
- Adding new contacts
- Filling in MEDDIC
- Notifying my team with key data
It’s great for teams that want to reduce manual data entry and stay on top of customer insights in real-time.
Related Reading
10 Best Sales Tools For Customer Relationship Management (CRM) & Sales Enablement
1. Copper: Easy Integration with Google Workspace
Copper is Google's solution to CRM. It works alongside Google Workspace and integrates with Google applications, like:
- Calendar
- Gmail
- Chrome
You are likely already familiar with Google’s setup, design, and products, so the learning curve with Copper is minimal. Each of the three price plans available have a free demo. All include:
- Multiple pipelines
- Contact enrichment
- Legacy reports
- Full Google Workspace integration
2. Monday.com CRM: Visual Sales Pipeline
The sales pipeline is visually laid out in monday.com’s CRM from the first interaction through the conversation. 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. Several pricing plans are available, and no coding is needed for any of them.
3. HubSpot: Free and Comprehensive Sales Tool
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. This sales tool also tracks customer interactions automatically, so you don’t have to. And, the best part is, getting started is free.
4. Salesforce: Customizable CRM for Growing Businesses
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.
5. Pipedrive: Sales-Driven CRM Software
Pipedrive CRM is a user-friendly platform tailored for sales professionals. It simplifies the sales process with features such as:
- Deal tracking
- Contact management
- Automation tool
Pipedrive prioritizes visual pipeline management, allowing teams to monitor their sales progress easily. This enables sales teams to stay organized, streamline their workflows, and close deals more efficiently. A 14-day free trial is available for each of its six pricing plans.
6. Seismic: Sales Enablement Software for Better Content Management
Seismic is a sales enablement and marketing orchestration software that provides sales teams with the right content and insights at every sales cycle stage. It offers features to help them continuously optimize their sales strategies for:
- Content management
- Personalization and analytics.
- Sales professionals can access and deliver relevant content to prospects
- Track engagement
- Receive real-time analytics.
7. Highspot: Sales Enablement Tool for Content and Analytics
Highspot is a sales tool that focuses on:
- Content management
- Sales playbooks
- Analytics
It helps sales teams find, customize and share content with prospects and customers, ensuring they have the most up-to-date and relevant materials. Highspot also offers analytics to track content engagement and effectiveness.
8. Gong: AI-Driven Sales Intelligence Software
Gong.io is a sales intelligence tool that uses AI to automatically:
- Record
- Transcribe
- Analyze sales calls and conversations
This cloud-based software gives sales teams valuable insights into their performance, helping them enhance their outreach strategies. By identifying patterns and strengths, sales professionals can refine their communication skills and improve their sales outcomes.
9. Zendesk Sell: CRM Software Built for Customer Support
Zendesk Sell is a CRM tool designed to help businesses manage their sales pipeline and customer interactions. The tool provides insights into customer behavior and sales performance, allowing businesses to make data-driven decisions to improve sales.
Zendesk Sell offers features like:
- Pipeline management
- Contact management
- Sales reporting
It integrates with other Zendesk tools like Zendesk Support and Zendesk Chat to provide a comprehensive customer support solution.
10. Freshsales: CRM to Streamline the Entire Sales Process
Freshsales CRM software can accelerate revenue through context-driven sales processes. It streamlines sales activities from lead generation to deal closure and relationship management. Freshsales offers a comprehensive view of contacts with a chronological timeline of:
- Interactions across multiple channels
- Helping sales teams understand the customer journey
Intelligent workflows automate repetitive tasks, reducing manual dependency. The software’s pipeline management features allow customization of sales processes, while its email management system integrates seamlessly with your inbox. Freshsales includes:
- Live chat and chatbot functionalities
- Powerful analytics
- A mobile app for on-the-go sales management
12 Best Sales Tools For Sales Automation & Analytics
1. Zapier: The Ultimate Automation Tool
Zapier is a leading solution for sales process automation. It connects with over 3,000 apps, including Close CRM. We love how intuitive it is, even for non-technical sales leaders—struggling with setting up a zap? There are a couple of good tutorials online that will help. You can use Zapier to automate lead assignments to ensure your team gets leads based on specific factors.
You can also use it to add contact information to your CRM from the lead form implemented on your website. There are hundreds of ways, and if you want some inspiration, our friends at Zapier have a nice sales automation guide.
2. Make: A Budget-Friendly Alternative for Sales Automation
Make (formerly Integromat) is a budget-friendly alternative to Zapier, offering advanced automation capabilities without breaking the bank. As a sales leader, you can create workflows, automate data syncing, use webhooks, and enhance lead management. You can automate the process of updating CRM records based on prospect interactions.
For instance, tasks can be automatically created for sales representatives when leads engage with specific content. If you’re looking for inspiration on automating your sales game, Make has a very cool article.
3. Hevo Data: The No-Code Data Transfer Tool
With Hevo Data, you can automatically and securely transfer data from over 100 sources to your desired warehouse. It boasts an easy and efficient user interface, plus live support and monitoring. It is built to scale, with three price plans available, one completely free. No code writing is needed!
4. Oracle Data Integrator: The Comprehensive Option
Oracle Data Integrator is perhaps the most well-known integration tool out there. Compatible for all relational database management systems with:
- It’s a highly effective
- Comprehensive
- Popular low-maintenance option
It has a flow-based UI and seamless integration with other Oracle techs, such as Oracle GoldenGate and Oracle Warehouse Builder.
5. SnapLogic: Seamless Integration for Your Enterprise
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 for any industry and those with no prior integration experience or knowledge. SnapLogic is a global leader in data integration. Plus, you will be in good hands with the support of its AI assistant.
6. ZigiWave: Best Data Integration Tool for Enterprises
ZigiWave is one of the best data integration tools for enterprises that rely heavily on automation. It connects:
- 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.
7. ChartMogul: Sales Analytics Tool for SaaS Companies
Chartmogul is a SaaS analytics tool that will help you track and analyze key metrics related to your business. It connects various data sources and gives you a view of metrics like:
- Customer Lifetime Value (CLV) and more
This tool will be very handy for you as a sales leader. ChartMogul allows you to track sales performance and revenue metrics, which helps you identify growth opportunities and enhance overall sales strategies.
8. Geckoboard: Real-Time Sales Dashboards
Geckoboard is a real-time dashboard tool that allows 90+ data sources to be connected and presented in a dashboard form. It’s pretty flexible so that you can create dashboards according to your needs. Besides your analytics dashboard in your CRM, Geckboard adds another, as the metric tracking possibilities are endless. You can also set up a TV dashboard in your workspace to make data accessible to everyone and to keep your team motivated.
Sales Gamification and Performance Tracking
Or, as a sales leader, you can create a sales competition dashboard to encourage team members from various regions to have a friendly competition. As mentioned, Geckboard plus Close is a great combination that lets you visualize live activity and performance metrics from your Close account, such as:
- Value won
- Leads contacted
- Emails sent
- Average call duration
9. Zoho Analytics: Comprehensive Business Reporting
Zoho Analytics is a cloud-based data analytics platform that helps sales teams analyze their performance and discover hidden insights. With Zoho Analytics, businesses can:
- Create reports and dashboards
- Analyze data
- Share insights with team members
The tool offers many features, including:
- Data visualization
- Blending
- Automated reporting
Zoho Analytics also integrates with various third-party applications, making it easy to connect with other tools that businesses may use.
10. Heyflow: Sales Analytics Software for Real-Time Insights
Heyflow is a sales analytics tool that provides sales teams real-time insights into their pipeline. The tool allows businesses to track their:
- Leads and deals
- Manage their pipeline
- Analyze their sales performance
Heyflow offers features to provide a comprehensive view of sales data like:
- Lead scoring
- Pipeline tracking
- Sales reporting
- Integrates with various third-party applications
11. Looker: Sales Analytics for Forecasting and Reporting
Looker Sales Analytics offers real-time sales forecasting and quota management — it also visualizes these reports and metrics for you in real time. Then, Looker sends automated reports with this data to your team for transparency.
Looker integrates with various sales and business tools, so all of your data is in one place. Thanks to Looker's cloud-based design, this data is accessible to your entire team from anywhere.
12. Crayon: Market and Competitive Intelligence Tool
Crayon offers market and competitive intelligence tools — specifically, it tracks over 100 types of market intelligence to give you a 360-degree view of your competitors from their:
- Website
- Social media
- App
- Review sites, and more
Create battle cards that automatically alert you with new competitive intelligence. Then, analyze your battle cards with the usage data the tool provides. You can also receive competitive intelligence alerts for events like pricing updates or newly added reviews to monitor what your competitors are up to and what’s working well for them.
AI-Driven Sales Optimization for Account-Based Strategies
Aomni is an AI agent platform designed specifically for B2B sales intelligence software. Our solution empowers enterprise and strategic account executives to execute account-based sales and marketing strategies with unprecedented efficiency and effectiveness. Our key features include:
- AI-powered prospect and account research
- Comprehensive account mapping and planning
- Data-driven sales strategy development
- Automated call preparation
- Personalized AI agents for sales optimization
- AI chat interface for streamlined sales processes
- AI-assisted Account Based Sales/Marketing campaign execution tool
Aomni addresses critical pain points for sales managers whose Account Executives, Account Managers, and Customer Success Managers must perform better and include quotas. By leveraging our advanced AI technology, sales professionals can significantly enhance their preparation for customer conversations, leading to the following:
- Larger deal closures
- Increased promotion opportunities
For individual sales professionals, Aomni provides the tools and insights needed to:
- Elevate their performance
- Close more substantial deals
- Accelerate career progression
Our platform transforms the way B2B sales teams operate, ensuring they enter every customer interaction:
- Fully prepared
- Strategically positioned for success
Try our sales intelligence software for free today!
Related Reading
17 Best Sales Tools For Communication & Productivity
Sales productivity tools streamline various processes. They make administrative tasks more accessible for 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:
1. Calendly
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,
- Even worse, playing phone tag
Streamlining Scheduling and Enhancing Customer Relationships
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.
2. GoToMeeting
These days, video conferencing is crucial for business and personal communication. As many companies have decided to allow employees to work from home permanently, 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
- 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.
3. Dropbox Sign
While it may not be the first kind of sales tool that comes to mind, a digital signature software can be a huge time-saver. This helps you avoid:
- Printing
- Scanning
- Emailing
It streamlines the customer experience when closing a deal. With technology like Dropbox Sign, legally binding digital signatures can be safely processed in minutes. E-signature software like Dropbox Sign increases productivity, quickening the process by up to 80 percent. Plus, it saves paper.
Dropbox Sign offers two price plans:
- A free trial
- Integration with Salesforce
- Google and other platforms
4. Qwilr
Qwilr makes sending:
- Tailored proposals
- Quotes
- 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 Qwilr's interactive pricing, which allows them to choose what works best for them. It also has e-signature capabilities and scalable options.
- Plus, detailed analytics inform you when clients view your documents and other successes.
- Qwilr is compatible with mobile devices and used by brands like HP and TikTok. Qwilr offers both business and enterprise price plans.
5. Manychat
Your prospects are messaging you on multiple platforms, and Manychat brings those conversations together. Rachel Eigen from Aesthetics Growth Solutions calls it her favorite sales app of all time because of its ability to streamline:
- Instagram DM
- Facebook Messenger
- SMS
- Email chats
As a systems engineer, she also appreciates its AI that responds to customers in your brand voice.
6. RevenueHero
If meetings or demo bookings are a major part of your sales cycle, RevenueHero factors those appointments into your success. The Mailmodo team tracks demos as a critical sales KPI, so Zeeshan Akhtar automatically analyzes them by booking them through RevenueHero.
Mailmodo's demo booking increased after adopting RevenueHero because of features like automatic routing to the appropriate sales rep.
7. Dialpad
Classic phone calls still have an important role in sales, and Dialpad manages them with AI. Sebastian records and reviews sales calls with Dialpad and uses its additional numbers team-wide. If you'd like to manage your phone calls online but don't need an AI focus, you can also try one of Zapier's recommended VoIP services.
8. Reply
Reply is a sales engagement platform that enhances prospecting and communications with AI. Bradley appreciates its outbound automation capabilities, including its LinkedIn data scraping and communication sequences. He noticed that since it now uses AI in its sequences, he can test and create content even faster.
9. Clean Email
Clean Email is exactly what it sounds like: it helps declutter your inbox. This cleanup software categorizes and streamlines your messages in bulk for busy sales professionals receiving thousands of emails per week. It can create a “read later” folder to help prioritize emails and pause and unsubscribe from lists. Clean Email works for group and professional email accounts as well as personal ones.
10. Google Workspace
Your sales documents and communication need a home, and Google Workspace offers a reliable and affordable one. At Instrumentl, Will Yang uses apps like Gmail, Google Docs, and Google Meet to collaborate with team members and communicate with clients. The family of apps' integration potential and versatility simplify his life across the sales process.
11. Notion
When you manage sales, you:
- Handle all sorts of documents
- Customer research and materials.
Notion, with its highly customizable design, holds all of that information in one place. Next Level Catapult's Bradley Hajart uses Notion as a sales knowledge base to keep the team on top of their jobs.
12. Docusign
Once you finally convert that lead, you might need to sign a contract using a digital signature tool. Anna Koval from Tarotoo prefers Docusign for its ease of use and security. If you're a realtor, you'll appreciate its real-estate-specific plans with documents and branding tailored for the industry.
13. Beautiful.ai
Visuals matter when it's time for pitch decks or event presentations. Account executive and sales blogger Sean Mackay saves time on these decks with Beautiful.ai, an AI-powered presentation maker. Thanks to this app, Sean's presentations often get "rave reviews" for their graphics and layout.
14. Demio
When a regular sales call won't do, Demio can add the extra power you need. It powers webinars and product demos so you can demonstrate your product or service instead of just explaining it. Run your event live or pre-recorded, then follow up afterward.
15. ChatGPT
ChatGPT can help you generate great sales emails, but there are also ways to use it a bit more creatively. Bradley combined ChatGPT, Zapier, and a chatbot to create a DIY a sales objection chatbot. Bradley's team talks to a "virtual client" powered by a custom GPT model—the AI generates questions, and Zapier connects the GPT model to the chatbot and archives conversation transcripts.
16. Momentum
Momentum helps make sales calls and demos more efficient by using AI to take notes and create concise summaries automatically. This means sales reps don't have to worry about jotting down details during calls, as the key insights are captured and synced directly with tools like Salesforce and Slack.
17. Instantly
Instantly is another popular cold email outreach tool that can help you send personalized cold emails directly to your prospects’ inboxes. It also has a B2B database that you can use to find prospects to contact and connect with. Instantly lets you A/B test various elements in your cold emails, such as:
- The subject line
- Headers
- CTAs and more
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Uncovering Insights: AI-Powered Prospect and Account Research
Aomni uses AI to quickly gather the intelligence sales teams need to engage target accounts effectively. With our AI prospecting tool, you can say goodbye to tedious manual research and have more time to connect with prospects.
Aomni instantly uncovers critical information on prospects and their companies to help sales teams prepare for conversations and craft personalized outreach, all in seconds.
Building an Approach: Comprehensive Account Mapping and Planning
Effective account-based sales and marketing strategies require thorough planning. Aomni makes it easy to map out target accounts and identify the best engagement approach. Our software creates visual representations of accounts and their organizational structures so you can understand the different buyer personas involved in the decision-making process.
From there, Aomni helps you develop tailored strategies for reaching each individual to facilitate a more efficient sales cycle.
Creating a Game Plan: Data-Driven Sales Strategy Development
Aomni leverages historical and predictive AI to help sales teams develop effective, personalized strategies for engaging target accounts. Use Aomni to analyze past sales data to uncover insights on what worked and what didn’t when selling to similar accounts.
Then let Aomni help you develop a new approach to reach your prospect that incorporates lessons learned from the past and predictive analytics to optimize your sales tactics for this specific organization.
Getting Prepared: Automated Call Preparation
No one likes to make a cold call, but Aomni can quickly help sales reps prepare for account-based sales calls to enter conversations confidently. When a sales rep opens
Aomni to prepare for a call, they’ll instantly find critical information on the prospect and their organization as well as any past interactions the sales rep has had with them.
Aomni also provides tailored next steps to help the sales rep optimize their approach for the upcoming call.
Optimizing Performance: Personalized AI Agents for Sales
Aomni’s most innovative feature is its personalized AI agents. The more an individual sales rep uses Aomni, the more it learns about their unique preferences and sales patterns. This allows Aomni to create a customized AI assistant that helps optimize the sales rep’s performance by providing tailored insights and recommendations for improving their approach to each target account.
Streamlining Processes: AI Chat Interface for Sales
Aomni features an intuitive AI chat interface that mimics chatting with a human. This makes it easy for sales reps to communicate with Aomni to get the information they need to optimize their performance and prepare for sales calls.
The chat interface allows users to ask Aomni specific questions and receive immediate answers in plain language, allowing them to quickly uncover critical insights to enhance their sales strategies.
Executing Campaigns: AI-Assisted Account Based Sales Marketing Tools
Aomni even provides sales teams the tools they need to execute account-based sales and marketing campaigns. With Aomni, you can create visual representations of target accounts and their organizational structures to help sales and marketing teams identify the right people to engage in their campaigns.
From there, Aomni helps you develop personalized sales and marketing strategies for each individual to ensure your campaigns hit the mark.
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