Finding the best sales tools for streamlining the B2B sales process is no mean feat. When you’re looking for a tool that will help your sales team close more deals, it’s essential to find one that is easy to use and can be customized to fit your needs.
The challenge starts here, as there are so many sales automation tools available to choose from that it can be easy to get lost in the options.
And while it’s tempting to go with the first tool that looks good, the right tool can make all the difference in your B2B sales process!
We've compiled a list of some of the best sales automation tools for your B2B business. These tools will help your sales team stay on top of leads, manage communications with prospects, and close more deals in less time!
Let’s dive in.
What are Sales Tools?
Sales tools are the set of tools that helps sales team to increase their sales and close more deals.
It can include any sales tools, like CRM, lead generation software, proposal templates, and many more. These sales tools can be used for different purposes, such as prospecting, lead generation, or managing leads in the sales pipeline.
Now, let's find your ideal sales tool.
21 Best Sales Tools To Improve Your Conversion Rate in 2023
Why you need sales demo tools: The way you present your product to prospects can make or break the deal, making the sales demo tool an integral part of a sales tool stack. The primary purpose of using a sales demo tool is to show your product’s value to your prospects.
Each sales tool has its own purpose. You have to evaluate a sales tool to see if it can meet all your needs!
Here are the best 21 best sales tools that address different parts of the sales process.
Storylane is an interactive demo software that helps you to educate your prospects about the features of your product and the benefits it brings to their business. It allows you to roll out an interactive demo of your product with the help of rich editing and auto-personalization features.
Moreover, you can also use this platform to train your sales team with the features of your product and how to tailor your demo according to different personas. This lets your team better understand your product and close more deals by leading the sales call with a custom demo.
With Storylane, you can even track how your prospects are interacting with your demo with an advanced analytics feature. Through this data at your fingertips, you make an informed decision about moving your prospects down the sales funnel.
You can evaluate Storylane with a free demo to get started.
Customer relationship management (CRM)
Why you need a CRM
A CRM helps you keep track of your prospects and customers so that when the time is right for further contact with them, you can do it efficiently.
Zoho is a cloud-based business software that offers tools for CRM, project management, collaboration, and more. Zoho has seen immense success in the industry as it has helped hundreds of businesses worldwide scale their operations with its easy-to-use platform.
With Zoho, you can create fully customized sales dashboards to track the progress of your deals and get actionable insights into customer behavior.
With 1,50,000+ users across 120 countries, Hubspot is a powerful automation tool that helps your sales teams build, nurture and convert leads. Hubspot offers a wide array of features that can be used to enhance your sales process, including lead scoring and nurturing campaigns, pipeline management, and more.
And as your team gets more productive, you can easily tweak their workflow with the HubSpot Academy and Knowledge Hub. Through these free training materials and guides, anyone on your team can be up-and-running in no time. With an easy-to-use GUI, you get immediate access to everything needed for growing a company—from CRMs that help manage leads to marketing automation software that drives traffic.
Salesforce is one of the most popular CRM tools on the market, and for a good reason. The software offers all the features you need to manage your sales process from start to finish, including contact management, lead tracking, and a range of integrations.
Moreover, Salesforce has robust analytics tools that can identify trends in your sales data and make better decisions about how you approach each deal.
Account-based marketing technology
Why you need an ABM: The main purpose of account-based marketing technology is to help you identify your target audience and create personalized messages for each individual.
Demandbase provides account-based marketing solutions that help B2B companies identify and reach out to their target markets.
Demandbase provides several advanced features, including Pipeline Predict scores, that alert you to leads most likely to convert within the next 30 days. The platform is also easy to use—you can share internal data, so everyone on your team works smoothly together.
Rollworks provides you with a complete map of your customers' journeys through the sales cycle so that you can prioritize outreach and focus on accounts most likely to buy from you.
In addition, it can help you personalize your sales outreach by identifying where accounts and contacts within those accounts are spending their time on your site.
Why you need a sales productivity tool: The sales productivity tool is designed to help you organize your sales pipeline, track activity and manage tasks. With these tools, you can better manage your sales team and prioritize your tasks.
Yesware is a sales productivity tool that allows you to track emails and manage sales conversations in one place. It will let you see when prospects read your emails, which ones they opened, and how many times they clicked on links within those messages.
The tool also has integrations with CRMs like Salesforce to help streamline your workflow.
8. Dropbox Sign
Dropbox Sign is an e-signature tool that allows you to send, receive and track documents from your customers.
You can create forms for contracts, releases, or any other paperwork related to your business. It has integrations with Gmail and Salesforce, so it’s easy to start.
Calendly is a scheduling tool that allows you to manage your meetings with customers. You can create a calendar and add the times when you’re available, then send this link out to prospects who need to set up a meeting with you.
It also has integrations with Salesforce, so it will automatically fill in the fields for the customer’s information when they click on their name.
Why you need a customer success tool: An effective customer success tool helps you understand your customers’ experience, measure their satisfaction levels, and identify pain points.
Gainsight is a cloud-based customer success platform that helps companies to manage their customers from acquisition to retention.
With Gainsight, you can create a centralized database of your customers, automate processes and improve the effectiveness of your customer service teams.
Catalyst helps businesses identify opportunities to upsell their customers by offering them better health profiles, workflow productivity support, and customer segmentation features.
Moreover, it also helps you identify the appropriate strategies that can help you to retain your customers.
Clientsuccess provides a birds-eye view of every single activity between the onboarding and retention stages.
This software will help you keep track of the entire customer lifecycle—from the first interaction to lifetime value. Its features allow you and your team members to collaborate instantly on projects.
Why you need a sales intelligence tool: Sales intelligence gives salespeople all the relevant information they need to know when talking with potential clients—who those clients are, what they do, and other helpful details like their company size or location.
Apollo is a fully integrated sales intelligence platform that helps sellers and marketers discover new leads, engage with contacts, and develop more efficient marketing strategies.
Apollo’s B2B Database is a robust resource for scaling outbound sales activities, with almost 220 million contacts and more than 30 million companies represented in its information.
Cognism is a leading provider of international sales intelligence, helping businesses understand their customers and achieve growth.
Cognism provides premium contact, company, and event information to businesses. This includes firmographics (information about a business), technographic (its use of technology), sales trigger events, intent data, and verified emails. With this data, businesses can better understand their prospects and tailor sales efforts to better meet their needs.
Why you need a prospecting tool: A prospecting tool allows you to reach out to people who are most likely interested in your product. It helps you get rid of the ones who need more time to be ready to buy and focus on people who have a real need for your offering.
15. LinkedIn sales navigator
LinkedIn is good for sales team to find or research prospects because it has the largest professional social network.
This is why LinkedIn launched Sales Navigator, a tool that offers more advanced search filters — so you can find the right prospects for your business. It displays more detailed information about each prospect and allows you to save those leads, so they don't slip through the cracks; in addition, InMail credit lets salespeople reach out directly at ease!
The LeadIQ platform gives you everything you need to prospect smarter and build pipelines faster. With one central hub, use data from a variety of sources (including your CRM) to find prospects, track sales triggers and customize cold outreach emails.
It integrates with popular CRMs like Salesforce, and Hubspot so you can access all your data in one place. The platform also offers a wide range of tools to help you manage your sales process.
CrunchBase is a tool that gives you access to business data through profiles and news. It's a great way to find prospects because it includes information such as company size, funding rounds, investors, employees, and more.
Your prospecting game will improve if you are able to pinpoint your prospect in Crunchbase so that it automatically suggests similar companies to your leads.
Why you need a sales analytics tool: Sales analytics is a way to track the success and failure of your sales team. A good analytics tool will give you insights into your sales process, so you can make adjustments to serve clients better and build relationships with them.
Clari’s platform streamlines the entire revenue process, increasing efficiency and predictability while also driving growth. Clari provides revenue teams with visibility into their business, enabling them to drive process rigor in aligning buyers and sellers.
Clari gives you real-time visibility into your pipeline so you can identify coverage gaps and confidently execute against your targets. This makes Clari an ideal partner for your revenue team and a key component of your go-to-market strategy.
19. Zendisk Sell
Zendesk Sell is a cloud-based sales analytics tool that gives you insights into improving your sales process. You can use it to measure your team's performance, set goals and benchmarks, view reports, and more.
Using Zendesk's sales analytics AI, you can identify areas for improvement within your sales pipeline and accurately forecast future revenue.
Why you need a sales enablement tool: Sales enablement tools equip your sales team with the proper knowledge and tools to close more deals.
Seismic is an all-in-one sales enablement platform that helps you build, manage and distribute content. It lets you create and curate content for your sales team to use in their day-to-day activities.
It also comes with a content recommendation feature that helps you identify the most relevant content for your sales team to use in their sales activities.
Mindtickle is a Sales Readiness Platform that helps companies to prepare their sales teams in a scalable and effective way. Mindtickle provides the tools that various sales team members need throughout their careers, including new hires and experienced veterans.
The platform offers a range of features, including sales training content and assessments that enable companies to track the progress of their sales teams and identify areas for improvement.
Choose sales tools that work for you
Though you have a suite of tools that accelerates your sales efforts, you won't get maximum conversions if you fail to present your product in the best light possible. As people won’t listen to a sales pitch with dull presentations that fail to resonate with their goals, it’s essential to give something interactive that allows them to touch and feel the value it brings to the table.
This is where Storylane comes in. Storylane enables you to create an interactive demo that allows your prospect to evaluate your product in real-time. The best part is, you don’t have to give access to your live product, you can use Storylane to simulate the experience of using your product and show off its features..
Moreover, your sales team also gets in-depth real-time analytics on how your prospects interact with your demo. With this data, your sales team can tailor their sales efforts accordingly.
On top of that, you can train your new sales reps faster with the tailored demo in place. You can create multiple demos for different use cases to educate them about the ins and outs of your product. And these easy to handle features makes Storylane a favorite for multiple business owners like you,
Want to check how Storylane works with your product? Take a test drive and evaluate the effectiveness of coupling Storylane with your sales efforts now.