Best Inside Sales Tools to Win More Deals in 2024

Payal Gusain
10
min read
January 3, 2024

It’s IMPOSSIBLE to avoid back-and-forths when selling remotely.

Between cold emails, calls, lead capturing, nurturing, scheduling calls, and following up, inside sales teams generate a lot of data and insights. But manually updating spreadsheets and passing on information to collaborate with other teams? That requires a lot of time-consuming (read: wasting ) administrative tasks.

This is where inside sales tools often save the day. They not only automate repetitive, boring sales tasks but also augment insights with advanced analytics for effective prospecting and closing. Here’s how!

​​What are Inside Sales Tools? 

Inside sales tools are sales software intentionally designed to enable and support remote selling. They help run the complete sales operations smoothly, from prospecting leads to closing deals, so the sales teams can sell over emails, phone calls, LinkedIn DMs, or one-on-one video calls – without needing to meet the prospects face to face. 

Types of Inside Sales Software

Inside sales tools are broadly categorized into six types of tools, depending on the key functionality they provide, whether it’s prospecting or engagement. Here are the different types of inside sales software: 

  1. Interactive Demo 
  2. Sales Prospecting
  3. Customer Relationship Management (CRM)
  4. Sales Engagement
  5. Meeting Scheduling
  6. Sales Intelligence

Let’s delve a little deeper into each category! 

Interactive Demo 

When selling virtually, interactive demos can help you demonstrate the product in action, to showcase different use cases and feature highlights for specific pain points. As a result, different decision-makers can get a personalized experience of the product and understand its value prop. 

Storylane - 4.8/5 G2 Rating 

Top features: Screen Capture, Clickable Live Demos, Demo HTML Editor, HTML Capture, Unlimited Demos, Guided Demos, Multiple Integrations, Demo Engagement Analytics

A screenshot of Storylane’s homepage

Storylane is a no-code interactive demo platform that lets you create personalized product walkthroughs and guided tours for different stakeholders in just 10 minutes.

Pros 

  • A no-code, user-friendly HTML editor for quick screen capture and demo creation 
  • Visually appealing demos with text-to-speech functionality 
  • Allows blurring of sensitive data across screen captures
  • Personalized demo flows for multiple personas 
  • Browser extension for easy demo flow creation 

Storylane Pricing 

  • Solo: Free
  • Starter: $40/month/user
  • Growth: $100/month/user
  • Enterprise: On request

Sales Prospecting Tools 

Every inside sales cycle begins with prospecting. But for a first step, it’s also the most challenging. Identifying and building a list of prospects aligned to your Ideal Customer Profile (ICP) is a lengthy and frustrating experience.

Sales prospecting tools take the stress out of the process, making sure finding, qualifying, contacting, and engaging with potential customers is a frictionless process. Here are three prospecting tools to take for a spin today.

ZoomInfo SalesOS - 4.4/5 G2 Rating

Top features: Account-Level Insights, Targeted Lead Builder, Data Enrichment, Predictive Lead Scoring, and Website Visitor Tracking

A screenshot of the product page of ZoomInfo's sales prospecting software SalesOS

ZoomInfo SalesOS is a B2B-focused sales prospecting software. It offers a regularly refreshed database of buying intent and prospect data for ready-to-buy contacts.

Pros

  • Industry-leading high-quality data on existing and new prospect records
  • Automated sales outreach based on signals like technology installations and funding updates
  • Sales conversation intelligence, Chorus, for deeper insights into emails, meetings, and sales calls

Limitation

  • Clunky and complex UI
  • Navigation can be a hassle

ZoomInfo SalesOS Pricing

  • Available on request

Swordfish AI - 4.6/5 G2 Rating

Top features: Accurate Cell Phone Data, Data Appending, Reverse Data Search, and Unique Suppression Filters

A screenshot of Swordfish AI's homepage

Swordfish AI provides a suite of digital tools for finding and gathering quality contact information and generating leads in bulk.

Pros

  • Direct contact data aggregated from global identity verification providers
  • Find, search, and export prospect data using advanced filters and attributes
  • Real-time line connectivity validation for cell phone data
  • Accurate and targeted lead generation

Limitations

  • No phone/email verification

Swordfish AI Pricing

  • Plans are based on user role
  • Quote available on request

Vidyard - 4.5/5 G2 Rating

Top features: AI-Generated Sales Scripts, Prospect Engagement Tracking, In-Video CTAs, Centralized Dashboard

A screenshot of the in-video call-to-action feature of Vidyard
Source 

Vidyard is a video messaging tool built for virtual prospecting and selling. It allows users to capture personalized videos using either a full or a portion of the user’s screen.

Pros

  • Save all screen recordings as a video, GIF, or audio file
  • Embeddable or shareable links for direct access to video captures
  • Directly share async video emails via Gmail or Outlook
  • A centralized space for easy management and access to videos and other sales resources

Limitations

  • Screen capture mode isn’t presentation-friendly

Vidyard Pricing

  • Pro: $19/month
  • Plus: $59/month
  • Business: On request
  • Free Plan: $0

CRM Tools 

Managing a pipeline of hot, cold, and lukewarm leads is tough, what with manual data entry, endless lead updates and deal tracking. It can get cluttered and confusing quickly.

This is where CRM tools take the stress away from pipeline management. They provide a one-stop place to manage, track, and analyze pipeline data to keep it well-organized and error-free. Here are three CRM software options other than Hubspot and Salesforce for teams of different sizes. 

Pipedrive - 4.2/5 G2 Rating

Top features: Customizable Pipelines, Lead Segmentation, Advanced Reporting, and Revenue Forecasting

A pipeline of deals on Pipedrive
Source 

Pipedrive is a sales-first, all-purpose CRM tool that lets you set up a pipeline, automate routine sales activities, track the progress of each deal, and review AI-augmented analytics.

Pros

  • Kanban-style drag-and-drop pipelines for all teams
  • Ability to track sales pipeline by stages and probabilities of closing
  • Easily store and track company-wide information about key accounts and contacts.
  • Scalable design with no in-built functionality restraints

Limitations

  • Minimal customer support
  • Mobile app is less intuitive compared to the desktop version

Pipedrive Pricing

  • Essential: $9.90/user/month billed annually
  • Advanced: $19.90/user/month billed annually
  • Professional: $39.90/user/month billed annually
  • Power: $49.90/user/month billed annually
  • Enterprise: $59.90/user/month billed annually

Keap - 4.2/5 G2 Rating

Top features: Client Management System, Automated Lead Capture, Customizable Dashboards, Personalized Triggers

A snapshot of Keap's sales pipeline dashboard
Source

Keap is an all-in-one system for CRM, sales, and marketing automation that’s specially designed for small business growth.

Pros

  • Build multiple, customizable pipelines synced to Keap’s CRM
  • Automatic follow-ups and lead nurturing triggers
  • Custom lead capture forms, social media, and landing pages
  • Easy contact tagging and segmentation based on lead activity and data

Limitations

  • Keap’s mobile app isn’t as efficient as its desktop version

Keap Pricing

  • Pro: $199/month for 1500 contacts
  • Max: $289/month for 2500 contacts
  • Max Classic: On request

Zoho CRM - 4/5 G2 Rating

Top features: Opportunity & Pipeline Management, Contact Management, AI-powered conversational Assistant, Workflow Automation, and Sales Forecasting

A screenshot of Zoho's feed showing customer activity
Source

Zoho CRM is a feature-rich, 360-degree customer relationship management platform, offering robust lead tracking and contact/client management services at scale.

Pros

  • Drag-and-drop modules and customizable dashboards for extensive pipeline visibility
  • Zia, Zoho’s AI tool, can offer predictive analysis, spot sales trends, and take dictation
  • Mobile app for both iOS and Android users to access contacts, leads, and deals

Limitations

  • May require additional coaching and support

Zoho CRM Pricing

  • Standard: $14/user/mo billed annually
  • Professional: $23/user/mo billed annually
  • Enterprise: $40/user/mo billed annually
  • Ultimate: $52/user/mo billed annually

Sales Engagement Tools 

Today’s buyers take on a journey with multiple touchpoints.

As a sales rep with limited hours in a day, it’s impossible to provide a personalized customer experience to each prospect across multiple channels. Sales engagement tools help eliminate such hassles by providing a seamless and automated outreach functionality across phone, email, and social media.

Here are our top three.

Salesloft - 4.5/5 G2 Rating

Top features: Call Recording, Click-to-Call, Speech-to-Text Transcription, Sales Gamification, Sales Playbook Creation, and Training Materials

A peek into Salesloft's collaborative workspace
Source

Salesloft provides rep-first workflow management and sales engagement services like opportunity scoring and customer activity tracking for GTM teams, and is powered by artificial intelligence.

Pros

  • Record, transcribe, and analyze sales calls using AI
  • Track open rates, link activity, and attachment activity for email campaigns
  • A knowledge base and coaching materials for new hires within the tool
  • Dialer integrated into the lead page

Limitations

  • Lagging and distorted VOIP calls
  • No native CRM integrations

Salesloft Pricing

Available on request

Mixmax - 4.6/5 G2 Rating

Top features: Personalized Sequence Building, Email Tracking, Sequence Enrollment, Slackbot Triggers, Trigger Email Templates, Automated Salesforce Updates

A peek into Mixmax's automated multi-channel sequences
Source

Mixmax helps revenue teams eliminate busy work by streamlining sales workflows and automating repetitive tasks like pipeline generation and customer engagement.

Pros

  • Personalized sequences for emails, social media, and phones
  • Real-time updates and follow-up alerts based on prospect activity
  • Automatic status updates in Salesforce for accounts, leads, and more
  • Customized rules for seamless hand-offs between sales, SDRs, CS, and marketing teams.

Limitations

  • Clunky interface
  • Longer learning curve

Mixmax Pricing

  • Growth: $49/user/month
  • Growth+Salesforce: $69/user/month
  • Enterprise: custom
  • SMB: $29/user/month

Klenty - 4.6/5 G2 Rating

Top features: Personalized Video Embeds, AI Cadences, Multi-Channel Personalization & Sequences, LinkedIn Semi-Automation

A snapshot of Klenty’s reports and dashboards feature
Source 

Klenty is a sales engagement software for automating sales processes involving outreach like capturing active buyers and nurturing passive buyers at scale.

Pros

  • Auto-routing of less-engaged prospects into ‘nurture’ sales sequences
  • Seamless integration of multi-channel sequences
  • Unified view of sales workflows across 5+ channels
  • Incredibly quick customer support

Limitations

  • Texts and calls are not fully automated and require human approval
  • No monthly pricing

Klenty Pricing

  • Startup: $50/per user/year
  • Growth: $70/per user/year
  • Pro: $100/per user/year
  • Enterprise: On request

Meeting Scheduling Tools

Meetings are a make-or-break situation in every sales process. But it’s a particularly challenging stage for the inside sales teams. After all, setting up remote meetings can quickly turn into a game of email ping-pong and never-ending calendar syncing. Meeting scheduling tools come in handy in such scenarios.

They make the process of syncing schedules with prospects across time zones a frictionless affair. You can drop them a personalized booking link to choose a convenient time slot or vice versa.

Below are three of our must-try picks!

SavvyCal - 5/5 G2 Rating

Top features: Meeting Polls, Calendar Overlays, Personalized Link Sharing, Automated Scheduling, Ranked Availability

A screenshot of SavvyCal's personalized booking link
Source 

SavvyCal is a collaborative meeting scheduling software that allows schedulers to find mutual availability through quick calendar overlays and automatic time zone scheduling.

Pros

  • Personalized scheduling links 
  • Multiple calendar links easily accessible with its Chrome extension
  • Create and share a shared calendar view for internal and external bookings
  • A minimalistic dashboard to easily access booking polls and all the meeting links

Limitations

  • Slower onboarding
  • On the expensive side compared to alternatives

SavvyCal Pricing

  • The Free Plan: $0 for free meeting polls and calendar overlays
  • The Basic Plan: $12 per user per month
  • The Premium Plan: $20 per user per month

Clara Labs - 4.5/5 G2 Rating

Top features: Automated Scheduling, Pre-Approved Contacts, Automatic Follow-Ups, Multiple Calendar Integrations

A screenshot of Clara's meeting scheduling assistance

Clara is a cloud-based AI-powered email scheduling assistant for calendar management, which lives inside your email. You need to cc clara@yourdomain.com to book appointments.

Pros

  • Serves as a virtual employee trained by real-life executive assistants
  • Uses natural-sounding language to interact with recipients
  • Autosends follow-up emails
  • Directly interacts with pre-approved contacts to schedule meetings without needing any human intervention.

Limitations

  • Limited features
  • On the pricier side

Clara Labs Pricing

  • Clara Essential: $99/user/month
  • Clara Professional: $199/user/month
  • Clara Executive: $399/user/month

Calendly - 4.7/5 G2 Rating

Top features: Pre-Meeting Reminders, Personalized Scheduling Links, Lead Routing, Automated Scheduling, and Calendar Syncs

A screenshot of Calendly one-click scheduling feature
Source

Calendly is a scheduling automation platform for organizing and booking appointments, events, and meetings. It also allows users to schedule one-on-one or group calls.

Pros

  • One-click bookings with Calendly website embeds
  • Quick leads to sales reps matching in real-time via CRM integration
  • Autosend personalized emails before and after the calls
  • Integrate and coordinate up to six calendars

Limitations

  • Not all features are available on mobile devices

Calendly Pricing

  • Basic: Always free
  • Essentials: $8/seat/month
  • Professional: $12/seat/month
  • Teams: $16/seat/month
  • Enterprise: On request

Sales Intelligence Tools 

In sales, spreadsheets and intuition have been the staples of every closer. But — between manual data entry, anxiety to meet quota, and keeping tabs on deal movement, spotting deals with the highest risk or reward can become a daily battle.

With sales intelligence tools, inside sales teams can get the benefit of data-driven actionable insights and enjoy the power of predictive analytics to identify, nurture, and close deals faster. We recommend the following three tools for gathering sales insights.

Clari - 4.5/5 G2 Rating

Top features: Sales Forecasting, Conversation Intelligence, Real-time coaching, Pipeline Management, and Sales Rep Performance

A screenshot of Clari's opportunity management function
Source

Clari is a sales intelligence platform that offers a uniform and transparent forecasting process. It takes out the “unpredictability” from the sales process by offering accurate and actionable analytics and helps boost the efficiency, scalability, and predictability of all revenue operations.

Pros

  • A speedy implementation process with quick time-to-value
  • Real-time visual representation of the stalled, at-risk, and smoothly progressing deals
  • Mobile application and CRM scoring for on-the-go deal management
  • Deal conversion and performance analysis across multiple channels

Limitations

  • Does not autocomplete updates to opportunities
  • Loading time can be slow

Clari Pricing

  • Available on request

Clearbit - 4.4/5 G2 Rating 

Top features: Account-Level Insights, Omni-Channel Tracking, Opportunity Timeline, Integrations, and Real-Time Intent Signals 

A peek into Clearbit's enriched Salesforce profile functionality
Source

Clearbit is a cloud-based lead management solution that provides timely enriched data intelligence to sales teams for scoring and routing leads based on buying intent.

Pros

  • Appends 100+ prospect data points in real-time
  • Produces precise datasets using propriety data, public data from the web, and AI-powered scraping functions
  • Quick APIs and CRM and MAP integrations to support seamless work

Limitations

  • Setup can be a bit lengthy and clunky
  • Its extension only works on Chrome

Clearbit pricing

  • Free Account: Anyone can use Clearbit’s free tools with a simple sign-up
  • Business Plan: Pricing plan is custom-built depending on your database size. You can fill out a two-field form to request more information.

Builtwith - 4.3/5 G2 Rating 

Top features: Sales Intelligence, Lead Generation, API Access, Alternative Data, and Market Analysis

A screenshot of Builtwith's lead intelligence feature
Source 

Builtwith is a click-and-function website profiler and sales intelligence tool for web technology and eCommerce. It also provides usage data and market analysis for competing technologies.

Pros

  • Website technology lookup to profile entire websites with a single click
  • Create analytical reports for competing technologies based on market share, churn rate, and more
  • Technology profiler chrome add-on for quick website audits
  • Access Builtwith data directly through web browsers and CRMs in use

Limitations

  • Unreliable data for smaller websites
  • Generates unorganized data lists

Builtwith pricing

  • Basic Plan: $295/month
  • Pro Plan: $495/month
  • Team Plan: $995/month

How to Choose the Best Inside Sales Tools?

Most inside sales tools are packed with top-notch features, and that’s a challenge. Because how do you choose the best one !? If you’re in a similar boat, consider the following features when evaluating and comparing the tools.  

  • Scalability: Before implementing inside sales tools, ask yourself: Will the tool serve our needs in the future as well as it does today? The right tool should be able to adapt and scale as your business evolves.  
  • Integrations available: Always consider the number and type of integrations the tool provides. This is because, as your business needs change, so will your sales technology needs. With integrations, you can take advantage of different apps and tools in the same place without having to switch constantly.     
  • Customer Support: No matter how intuitive the inside sales software is, it’s bound to get occasional bugs or leave a new hire confused. During such situations, having proactive customer support is a blessing. So, look out for how the tool scores on CS before you finalize it. 

Parting Thoughts 

Picked your favorite inside sales tool yet? 

…alright then! Now you know the different types of inside sales tools and some good options to try out.

Just remember: The best inside sales tool will streamline the workflow for the sales representatives and provide a memorable customer experience to prospects.

"Previously, there was scope for error and we’ve gone from a process that could be time consuming and painful to a process that’s super quick."
—CHRIS LANCASTER, SUPPLY CHAIN PROJECT
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"Previously, there was scope for error and we’ve gone from a process that could be time consuming and painful to a process that’s super quick."
—CHRIS LANCASTER, SUPPLY CHAIN PROJECT

"Previously, there was scope for error and we’ve gone from a process that could be time consuming and painful to a process that’s super quick."

—CHRIS LANCASTER, SUPPLY CHAIN PROJECT

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