Co-Founder at ListKit and Cold Email Expert | 1M+ cold emails sent $5M+ revenue generated through cold outreach. Live in Tampa, love hockey, and Author of One Connection Away.
Whether you're upgrading your tech stack or just exploring options, this review provides the insights you need to make an informed decision that aligns with your sales goals.
P.S. We'll also spotlight ListKit, a newcomer that's turning heads with its triple-verified leads. It might just be the game-changer your team needs.
TL;DR: Essential B2B Sales Tools for 2024
Sales Prospecting Tools: Tools like ListKit, SmartLead, and ZappX are essential for identifying and reaching out to potential customers. ListKit stands out with its triple-verified leads, SmartLead excels in AI-powered email outreach, and ZappX enhances cold-calling efforts with its power dialer and AI insights.
Sales Automation Tools: Platforms like Zapier and Make (formerly Integromat) automate repetitive tasks, streamline workflows, and integrate various apps, enabling you to focus more on selling rather than managing data.
Customer Relationship Management (CRM): HubSpot Sales Hub and Close provide robust CRM solutions that help you manage customer relationships effectively, track interactions, and align sales with marketing efforts. HubSpot is ideal for inbound sales, while Close is tailored for inside sales teams.
Sales Management: Tools like Paperflite and Pipedrive help streamline sales management tasks, enhance team productivity, and provide valuable insights. Paperflit simplifies proposals and contracts, while Pipedrive offers a visual sales pipeline for easy deal tracking.
Sales Analytics: ChartMogul and InsightSquared empower you to make data-driven decisions by providing deep insights into your sales performance. ChartMogul specializes in subscription analytics, while InsightSquared offers advanced revenue intelligence and pipeline analytics.
Sales Productivity: SavvyCal and Calendly are essential tools for scheduling meetings efficiently, allowing you to focus on closing deals rather than coordinating schedules. Both tools offer personalized scheduling links, time zone detection, and seamless integration with calendars.
These sales forecasting tools are evaluated on criteria like ease of use, features, data quality, and scalability, which can streamline your sales process, enhance efficiency, make sales forecasts and boost revenue.
Criteria Breakdown
Choosing the right B2B sales tools involves evaluating several critical factors. Here's a summary of the criteria we used to assess each tool in this roundup:
Ease of Use: We evaluated how intuitive each tool's interface is and how quickly new users can get up to speed. A user-friendly interface can significantly impact adoption rates and overall efficiency.
Features and Functionality: We looked at the breadth and depth of features offered by each tool. Essential features like CRM integration, lead generation capabilities, and robust analytics were given particular attention.
Data Quality and Accuracy: For B2B sales tools, the quality of data is paramount. We assessed whether the leads and contact data provided by each tool are verified and up-to-date.
Scalability: As your business grows, your sales tools should grow with you. We considered how well each tool can scale to accommodate expanding teams and increasing data volumes.
Customer Support: Even the best tools can be challenging without proper support. We evaluated the availability and quality of customer support, including 24/7 options and self-help resources.
Cost-Effectiveness: While price isn't everything, it's an important factor. We assessed each tool's pricing structure and the value it offers relative to its cost.
Integration Capabilities: In today's interconnected business environment, the ability to integrate with other tools in your tech stack is crucial. We looked at each tool's integration options and ease of connection with popular CRMs and other sales software.
Reporting and Analytics: Data-driven decision-making is key in modern sales. We evaluated the depth and customizability of each tool's reporting and analytics features.
Mobile Accessibility: With more sales professionals working on the go, mobile access to sales tools is increasingly important. We considered the quality and functionality of each tool's mobile app or mobile-responsive design.
Security and Compliance: Protecting sensitive customer data is non-negotiable. We assessed each tool's security measures and compliance with data protection regulations.
By thoroughly evaluating each B2B sales tool against these criteria, we've identified the top performers that can truly elevate your sales process and drive results in 2024.
1. Sales Prospecting Tools
Sales prospecting is the process of identifying and reaching out to potential customers, with the goal of turning them into qualified leads for your business. It involves researching, contacting, and nurturing these prospects until they’re ready for a deeper sales conversation.
In short, it’s about finding the right people at the right time and starting a meaningful dialogue that could lead to a sale. In this section, we'll review some tools to help you do that.
1.1. ListKit - Best for verified leads and instant access to decision-makers
Home
In B2B sales, having verified leads is your secret weapon because it saves you a lot of time avoiding bounced emails or numbers. That's where ListKit comes in. It's a go-to solution for sales leaders who need quick access to decision-makers, making the lead-generation process smooth and efficient.
Key Features for B2B Sales Teams
ListKit offers several features that enhance the sales process and set it apart from other B2B sales tools:
Intent Data: This keyword filter tracks online behavior to identify prospects who are actively searching for services like those offered by your clients. For example, if you do B2B sales for insurance companies, ListKit can provide a list of leads searching for terms like “Auto Insurance,” “Homeowners Insurance,” or “Health Insurance.”
ListKit's intent data topic filter
This allows your sales team to focus on highly qualified leads who are already showing interest, making your outreach more targeted and effective. Then you can "Redeem Credits" and get the business emails and phone numbers of those interested people.
How do you know the emails and numbers are any good? That brings us to our next feature.
ListKit's intent data topic filter
Triple-verified data: ListKit offers a 500M+ b2b lead database (one of the biggest in the market). But unlike Apollo or Zoominfo, which draw criticism for data accuracy, ListKit has a special multi-step verification process that allows users to only pay for triple-verified emails and phone numbers. This avoids wasting time, money, and campaign resources on invalid leads.
ListKit Triple-verified leads process
Phone Number Data: Offers direct access to phone numbers, including direct dials, enabling effective omnichannel outreach through calls and emails.
Visual Analytics: Gain insights with visual tools like pie charts, bar charts, and heat maps that display industry distribution, top job titles, geographic location, and platform usage. These tools help your team quickly assess and adjust targeting strategies.
ListKit Visual Analytics
Rapid Integration: Seamlessly integrates with your CRM and sales tools, allowing for immediate enhancement of your outreach efforts without manual data entry. For example, the Smartleads integrationsends contacts directly from ListKit to your cold email-sending tool, streamlining your team’s outbound prospecting for greater efficiency.
Considerations
Learning Curve: While generally user-friendly, mastering all of ListKit's features may require some time and training.
Criteria Evaluation
Ease of Use: 5/5
Features and Functionality: 5/5
Data Quality and Accuracy: 5/5
Scalability: 5/5
Customer Support: 5/5
Cost-Effectiveness: 4/5
ListKit reviews from real users
With over 250 reviews online across G2 and Trustpilot, ListKit has an overall extremely positive outlook from users. Users have emphasized the platform's ability to deliver on its promises of triple-verified leads and user-friendly design. Some users like Phil praise the educational marketing materials that really set ListKit apart because he was able to get so much value out of the product with the learning resources. Others like Pranav describe the customer support as "world-class."
Here is what real ListKit users have to say about using the product:
Some positive reviews:
In one review, Phil (consultant) said he was "Blown away by the quality of service for the price... from an initial onboarding call to help you grasp the interface and workflow, to follow-up calls to review email campaigns, to the educational resources, to the multiple times per week coaching calls to cover everything from strategy to deliverability to email copy, the Listkit team ensures that all your bases are covered. I paid $80 for a list of emails, but I received so much more. Cheers to the Listkit team for overdelivering, especially in a time and industry where so many underdeliver."
Pranav M., a Retention Marketing Manager at a small business, praised ListKit’s “World Class Onboarding” in his review. "ListKit's personalized 1:1 onboarding call and intuitive user interface are standout features. The dedicated onboarding session made sure I could quickly navigate the platform and maximize its potential. With a sleek, user-friendly design, ListKit makes building targeted lead lists effortless. It's still WIP in terms of company insights but it does everything perfectly they claim it does. Plus, I 100% back and trust the team behind it. Absolutely world-class!"
Another review from CMO, Ash, said that "The customization, verified records, bang for buck, and extremely warm lead intent quality. Their dedication to onboarding new users to make sure they know everything they need to about the platform is top notch. My onboading specialist Marc Bovenzi was nothing short of amazing! Showed me how easy it is to us the platform and how it integrates via Zapier. So if you're planning on adding Listkit or using it as your new go-to vs Apollo it'll be super easy to implement in your flow. I'll definitely be using this way more!
"They have so many companies/contacts it can feel a bit overwhelming at first. I highly recommend scheduling a complimentary introduction with the ListKit team." - Mallory, Onboarding Specialist
"For some areas of e-commerce, the prospect pool is a bit lacking, but the team have said they'd be populating this area with more data soon!" - Rupert W.
All in all, users consistently praise ListKit for its accurate and verified leads, which have significantly improved their outreach success rates. The seamless integration with existing tools and the automated email verification is particularly appreciated by sales teams.
Price
ListKit offers flexible pricing plans based on the number of leads you need. They offer custom plans tailored to businesses of various sizes and needs.
The Professional plan costs $97 per month and includes 2,000 credits. Additional credits can be purchased for $59 per 1,000 credits.
The Scale plan costs $297 per month and includes 10,000 credits. Additional credits can be purchased for $39 per 1,000 credits.
ListKit also offers Enterprise packages for larger organizations, but you have to contact the sales team to discuss pricing.
ListKit stands out as a top B2B sales tool for 2024, particularly for teams prioritizing high-quality leads and direct access to decision-makers. Its robust feature set, data accuracy, and seamless integrations make it a powerful ally in any sales professional's toolkit.
1.2. SmartLead: Best for AI-Powered Cold Email Outreach
Tired of generic, impersonal cold emails? SmartLead's AI-powered platform brings a breath of fresh air to your outreach, helping you personalize messages at scale and boost response rates.
SmaSmartlead - Pricing
Key Features for B2B Sales Teams:
Smart Sequences: Allows you to set up automated follow-ups based on specific triggers with time delays, ensuring consistent communication.
Email Warm-up: SmartLead offers unlimited email warm-up across its plans, which significantly helps in improving email deliverability by gradually increasing email activity to avoid spam filters.
Unified Master Inbox: Consolidates communication across multiple email accounts, making it easier to manage outreach from one dashboard.
Seamless Integrations:
The platform integrates well with major CRMs like Salesforce and HubSpot and connects with email providers like Gmail and Outlook.
Considerations:
Best for Email-Focused Outreach: While SmartLead offers some multi-channel capabilities, it's primarily focused on email outreach.
Learning Curve: The AI features can take some getting used to, but the platform is generally user-friendly.
Criteria Evaluation:
Ease of Use: 4/5
Features and Functionality: 4.5/5
Data Quality and Accuracy: 4/5
Scalability: 5/5
Customer Support: 4.5/5
Cost-Effectiveness: 4/5
SmartLead Reviews from Real Users
With numerous reviews online across platforms like G2 and Trustpilot, SmartLead has garnered a highly positive reputation among its users. Many appreciate its robust features and exceptional customer support, which have consistently delivered results in email outreach and personalization. Users frequently commend the platform's ability to empower sales professionals to improve their email deliverability and outreach efficiency through AI-driven tools and seamless integrations.
Some Positive Reviews:
In one review, Mukund G., a Managing Partner at a small business, shared his experience: "SmartLead has been a game-changer for our email marketing campaigns. Its intuitive interface makes it easy to design and send emails, while the detailed analytics help us track and optimize our efforts. The automation features save us a ton of time, and the deliverability rates are excellent. We’ve seen a noticeable increase in engagement and conversions since we started using it. The customer support team is responsive and knowledgeable, always ready to assist with any issues. Plus, it’s cost-effective and has all the features I need to run an agency. Highly recommended!"
Critical Reviews:
"A Promising Platform with Room for Improvement." noted Stephen O., a Director of Sales Marketing. "Some users report a high number of emails ending up in spam. The interface isn't the most intuitive. If you're new to cold email platforms, there might be a learning curve involved. Customer support response could be improved"
Overall, users appreciate SmartLead for its innovative features like AI-driven personalization and dynamic sequences, which have enhanced their email outreach campaigns. The platform’s seamless integration with CRMs and email providers, combined with outstanding customer support, has made it a preferred choice for many businesses looking to scale their outreach efforts.
Want to supercharge your cold-calling efforts? ZappX is a power dialer designed by salespeople for salespeople, helping you reach more prospects and focus on those showing real intent. It is best for Efficient Cold Calling and Intent-Based Outreach.
Zappx: Sales-focused power dialer
Key Features for B2B Sales Teams:
Parallel Dialing: Dial up to 5 prospects simultaneously, dramatically increasing your daily connection rates.
AI-Powered Insights: Get automated call transcriptions, sentiment analysis, and call summaries to work smarter, not harder.
Intent-Based Prioritization: Integration with Smartlead ensures you're calling prospects who've shown interest through email interactions.
CRM Integration: Seamlessly sync data with popular platforms like Apollo, HubSpot, and GoHighLevel.
Seamless Integrations:
Integrates with major CRMs and sales engagement platforms
Connects with Smartlead for intent-based outreach
Considerations:
New Player: Launched in May 2024, ZappX is a fresh entrant in the market.
Focused on Calling: While it offers SMS capabilities, its core strength is in phone-based outreach.
Criteria Evaluation:
Ease of Use: 4/5
Features and Functionality: 4.5/5
Data Quality and Accuracy: 4/5
Scalability: 5/5
Customer Support: 4/5 (new company, support may be evolving)
Cost-Effectiveness: 5/5 (positioned as more affordable than competitors)
Price:
ZappX offers custom pricing plans based on your team's needs. Contact their sales team for a personalized quote. They emphasize affordability compared to other dealers in the market.
ZappX has received positive feedback from users, particularly for its efficiency in cold calling and the ability to automate repetitive tasks. Users appreciate the parallel dialing feature and the integration with CRMs, which streamline their sales processes.
Overall, ZappX is positioned as a powerful tool for startups looking to enhance their cold-calling efforts, making it easier to connect with prospects and close deals effectively.
Sales automation refers to the use of software and technology to streamline and optimize various sales processes, reducing manual tasks and improving efficiency. These tools can handle repetitive sales and marketing activities together, manage customer data, track interactions, and provide valuable insights to sales teams.
By automating routine tasks, sales professionals can focus more on building relationships and closing deals. In this section, we'll explore some powerful tools that can help automate different aspects of your sales pipeline, from lead generation to follow-ups and reporting.
Zapier is the duct tape of the internet, connecting your apps and automating workflows so you can focus on selling, not shuffling data.
Zapier and Asana – Asana Help Center
Key Features for B2B Sales Teams:
Thousands of Integrations: Connects your CRM, email marketing tools, and communication platforms, allowing B2B sales teams to centralize their operations and ensure seamless data flow across applications.
Zaps: Enables salespeople to create automated workflows (called "Zaps") without any coding knowledge, simplifying the process of automating tasks that would otherwise consume valuable time.
Multi-Step Zaps: Allows for the creation of complex workflows that can trigger multiple actions from a single event, helping sales teams manage intricate processes like lead nurturing and follow-ups more efficiently.
Filters and Formatting: Customizes Zaps to trigger only under specific conditions, ensuring that sales teams receive relevant notifications and data tailored to their needs, which helps prioritize high-value tasks.
Task History: Provides a comprehensive view of Zap activity, allowing sales teams to track performance and troubleshoot any issues, ensuring that automated processes run smoothly and effectively.
How to Leverage Zapier for B2B Sales:
Lead Nurturing: Automatically add new leads from your website or landing pages to your CRM and start a personalized email sequence.
Data Enrichment: Enrich lead profiles with information from social media or other sources.
Task Management: Create tasks in your project management tool whenever a deal closes or a new opportunity is added to your CRM.
Social Media Posting: Automatically share new blog posts or company updates across your social channels.
Reporting: Create custom reports by combining data from different apps.
Considerations
Complexity: While user-friendly, creating complex Zaps can require some learning.
Pricing: Free plans have limited tasks, and higher tiers can get expensive for large teams.
Criteria Evaluation
Ease of Use: 4/5
Features and Functionality: 5/5
Data Quality and Accuracy: Depends on the connected apps
Scalability: 5/5
Customer Support: 4/5
Cost-Effectiveness: 3/5
Price
Free: 100 tasks/month
Starter: 750 tasks/month for $19.99/month (billed annually)
Professional: 2,000 tasks/month for $49/month (billed annually)
Team: 5,000 tasks/month for $299/month (billed annually)
Company: 10,000 tasks/month for $599/month (billed annually)
Community Reviews and Expert Recommendations:
Zapier is loved for its flexibility and vast integration options. Users appreciate the ability to automate repetitive tasks and connect their favorite apps without needing coding skills.
"It is incredibly easy to use and implement. We've been able to set up processes for our business within minutes instead of weeks and the customization is really great for a growing business that changes processes often as we scale." - Kim B., Head of Product
Make (formerly Integromat) is a visual automation platform that empowers you to design, build, and automate custom workflows without coding. It's ideal for teams looking for complete control over their sales automation process.
Make (formerly Integromat) | Todoist
Key Features for B2B Sales Teams:
Visual Builder: The drag-and-drop interface allows B2B sales teams to easily design and implement custom workflows without any coding, enabling quick adaptations to changing sales processes.
Hundreds of Apps: Connects a wide variety of applications and services commonly used in B2B sales, such as CRMs, email platforms, and communication tools, ensuring seamless integration and data flow.
Customizable Modules: Sales teams can build tailored data transformations and actions, allowing for precise control over how information is processed and utilized, which is crucial for maintaining data integrity.
Error Handling: Implementing error handling routines ensures that workflows run smoothly, minimizing disruptions in the sales process and allowing salespeople to focus on closing deals rather than troubleshooting.
Built-in HTTP/SOAP Modules: Facilitates interaction with any web service or API, enabling B2B sales teams to automate complex tasks and integrate with various platforms, enhancing overall efficiency.
How to Leverage Make's Automation for B2B Sales
Lead Routing: Automatically route leads to the right sales rep based on territory, company size, or other criteria.
Data Cleaning and Enrichment: Clean and standardize lead data from multiple sources.
Custom Notifications: Send personalized notifications to your team or customers when specific events occur.
Deal Tracking: Track the progress of deals and get notified when they reach key stages.
Custom Integrations: Connect with any app or API to create truly unique workflows.
Considerations
Learning Curve: The visual builder can be powerful but also has a steeper learning curve than Zapier.
Pricing: Free plans are limited, and paid plans are based on the number of "operations" your workflows perform.
Criteria Evaluation
Ease of Use: 3/5
Features and Functionality: 5/5
Data Quality and Accuracy: Depends on the connected apps
Scalability: 5/5
Customer Support: 4/5
Cost-Effectiveness: 4/5
Community Reviews and Expert Recommendations:
Make is praised for its flexibility and customization capabilities. It's a popular choice for tech-savvy teams who want to build advanced automation.
Price
Free: 1,000 operations/month
Core: 10,000 operations/month for $9/month (billed annually)
Pro: 40,000 operations/month for $16/month (billed annually)
Teams: Custom plans starting at $29/month (billed annually)
Enterprise: Contact for pricing
Reviews:
"Make offers a very simple dashboard for managing and editing our workflow automation using a drag and drop editor. It supports all most all popular apps and services for our scenarios. It allowed our recurring tasks and automated our workflows based on our predefined schedules. It also offers pre built templates for our automation."- Dishant S., Founder
"The paid part is the think that i dislike because there are few platforms that allow the integration free of cost."- Rupesh S.
3. Customer Relationship Management (CRM)
Customer Relationship Management (CRM) is the backbone of modern sales and marketing operations. It's a strategy and technology used to manage and analyze customer interactions throughout the customer lifecycle. CRM systems help businesses streamline processes, build customer relationships, increase sales, improve customer service, and boost profitability.
CRM tools centralize customer information, track interactions, and provide insights that help businesses personalize their approach to each customer. In this section, we'll explore some powerful CRM tools that can transform how you manage customer relationships and drive growth for your business.
3.1. HubSpot Sales Hub: Best for Inbound Sales and Marketing Alignment
Dashboard & Reporting Software | HubSpot
HubSpot Sales Hub is part of HubSpot's broader CRM platform, offering a comprehensive suite of sales management tools just for sales teams. It's particularly well-suited for businesses that want to align their sales and marketing efforts, especially those focused on inbound methodologies.
Key Features for B2B Sales Teams:
HubSpot Sales Hub offers a wide array of features to support sales teams:
CRM Integration: Seamlessly integrated with HubSpot's free CRM for a unified view of customer data.
Email Tracking and Notifications: Get real-time notifications when prospects open emails or click links.
Meeting Scheduler: Allow prospects to book meetings directly into your calendar.
Sales Analytics and Reporting: Access detailed reports on sales activity, productivity, and pipeline health.
Automated Sequences: Create and automate personalized email sequences.
Predictive Lead Scoring: Leverage AI to identify your most promising leads.
Conversation Intelligence: Record, transcribe, and analyze sales calls for coaching opportunities.
Quote Generation: Create and send professional quotes directly from the platform.
Native integration with other HubSpot tools (Marketing Hub, Service Hub, etc.)
Connects with a wide range of third-party apps through HubSpot's App Marketplace
Open API for custom integrations with your existing tech stack
Considerations
While HubSpot Sales Hub offers robust features, there are some factors to consider:
Pricing Tiers: Some advanced features are only available in higher-priced tiers.
Learning Curve: While user-friendly, mastering all features can take time.
Best Value with Full Suite: Maximum benefit is often realized when used alongside other HubSpot tools.
Criteria Evaluation
Ease of Use: 5/5
Features and Functionality: 4/5
Data Quality and Accuracy: 5/5
Scalability: 4/5
Customer Support: 5/5
Cost-Effectiveness: 4/5
Reviews:
"Its very easy to use the first thing.We can easily maintain the data .Its completely automated, data can be stored for life time which is useful to reachout to customers."- Poushali M., Senior Inside sales manager
"On the downside, the lock-in period can be a bit frustrating, especially when you’re tied into a committed term after accepting a discount"- Roselle P., Client Success Manager
Additional users can be added at an extra cost. Prices are for annual billing.
HubSpot Sales Hub stands out as a top B2B sales tool for 2024, particularly for businesses looking to align their sales and marketing efforts and those who value an intuitive, all-in-one sales engagement platform.
Close is a CRM designed specifically for inside sales teams who live and breathe phone calls and emails. It's known for its simplicity and focus on closing deals.
Close CRM | The All-In-One CRM for Growing Teams
Key Features for B2B Sales Teams:
Built-in Calling & Power Dialer: B2B inside sales teams can make and receive calls directly from the CRM, streamlining their workflow and increasing productivity. The power dialer feature enables them to efficiently work through their call lists, maximizing the number of contacts made.
Email Sequences & Templates: Close allows B2B sales teams to automate their email outreach while still maintaining a personalized touch. This feature helps them scale their communication efforts without sacrificing the personal connection that is crucial in B2B sales.
Pipeline Management: The platform's pipeline management tools provide B2B sales teams with real-time visibility into their deals, allowing them to track progress and identify bottlenecks. This helps them make data-driven decisions and optimize their sales process.
SMS Messaging: In addition to email, Close enables B2B sales teams to reach out to prospects and customers via text message. This multi-channel approach increases the chances of engagement and can be particularly effective for time-sensitive communications.
Reporting & Analytics: Close's reporting and analytics features give B2B sales managers the insights they need to track team performance and identify areas for improvement. This data-driven approach helps teams continuously optimize their strategies and drive better results.
Integrations
Close connects with popular tools like Gmail, Zapier, and Slack, making it easy to fit into your existing workflow.
Considerations
Limited Marketing Features: Close focuses primarily on sales, so if you need extensive marketing automation, you'll need to integrate with another tool.
Not Ideal for Field Sales: If your sales team is out in the field a lot, Close's mobile app might not be as robust as some other options.
Criteria Evaluation
Ease of Use: 5/5
Features and Functionality: 4/5
Data Quality and Accuracy: 4/5
Scalability: 4/5
Customer Support: 5/5
Cost-Effectiveness: 4/5
Reviews:
"Close has a clean, beautiful simple design that is deceptively powerful. It has an enormous wealth of features that make a daily workflow for an entire sales motion flow extremely smoothly."- Tim B., Sales Director
"Currently contacts are attached to the lead you create. If Close could link the Contacts in an address book format that would make it perfect."- Ronnie H., Office Manager
Price
Basic: $29/user/month (billed annually)
Professional: $69/user/month (billed annually)
Business: $99/user/month (billed annually)
The higher tiers unlock additional features like custom objects, multiple pipelines, and predictive dialing
Remember, the best CRM software for your business depends on your specific needs and processes. Do your research and consider a free trial before making a decision.
4. Sales Management
Sales management is the process of overseeing, coordinating, and optimizing a company's sales operations. It involves developing strategies, leading sales teams, and sales territories, setting goals, analyzing performance data, and implementing processes to drive revenue growth. Effective sales management ensures that sales activities align with overall business objectives and that sales representatives have the tools, training, and support they need to succeed.
In this section, we'll explore tools designed to streamline sales management tasks, enhance team productivity, and provide valuable insights for data-driven decision-making.
4.1. Paperflite:Streamlining Content, Proposals, and Contracts
Paperflite homepage
Paperflite is designed to simplify the management of sales content, proposals, and contracts, helping your sales team close deals faster while maintaining focus on selling.
Key Features for B2B Sales Teams:
Content Hub: Centralize all your sales and marketing content in a single, easily accessible hub. Sales teams can quickly find, customize, and share content with prospects, ensuring consistent messaging across all channels.
Proposal Creation: Use customizable templates and drag-and-drop functionality to create professional-looking proposals in minutes. This enables your team to respond swiftly and effectively to client needs.
Interactive Microsites: Present content, proposals, and contracts through interactive microsites that offer a dynamic, engaging experience for your prospects, increasing the chances of conversion.
eSignatures: Gather secure, legally-binding eSignatures directly within Paperflite, accelerating the contract approval process and reducing administrative bottlenecks.
Document Tracking: Gain insights into how prospects interact with your documents. Track when a prospect views or signs a document, allowing your team to time follow-ups effectively and keep the sales process moving forward.
Content Performance Analytics: Monitor how your content performs with detailed analytics. Understand which materials are most effective at different stages of the sales funnel, and refine your strategy accordingly.
Considerations:
Limited CRM Functionality: While Paperflite excels at content management, proposal creation, and contract management, it’s not a full-fledged CRM. You’ll need to integrate it with your existing CRM for comprehensive sales management.
Criteria Evaluation
Ease of Use: 5/5
Features and Functionality: 4/5
Data Quality and Accuracy: N/A
Scalability: 5/5
Customer Support: 5/5
Cost-Effectiveness: 4/5
Pricing:
Essentials: $29/user/month
Business: $59/user/month
Enterprise: Contact Paperflit for custom pricing
Reviews:
"I'm amazed at how Paperflite has transformed our sales enablement process, becoming invaluable for both our marketing and sales teams."- Eric H., Director of Digital Marketing
"Contact management and list management features are fairly basic although it has upload features for Excel lists which is nice to have."- Wendy G.
Bottom Line: If you want to close deals faster and make a great impression with your proposals, Paperflit is worth a look.
How can I see deals in a different pipeline? - Knowledge Base | Pipedrive
Pipedrive is a CRM designed for visual thinkers. Its drag-and-drop interface makes it easy to track deals, manage your pipeline, and stay on top of your sales activities.
Key Features for B2B Sales Teams:
Visual Sales Pipeline: See where every deal stands with an intuitive, customizable pipeline view.
Activity Tracking: Log calls, emails, and meetings to stay organized and focused.
Email Integration: Send and track emails directly from Pipedrive.
Mobile App: Access your sales data and stay connected on the go.
Automation: Automate repetitive tasks to save time and improve efficiency.
Considerations:
Limited Marketing Features: Pipedrive focuses primarily on sales pipeline management. If you need robust marketing automation, you'll likely need additional tools.
"I like the user interface, it is clean, works well on Apple Mac and iPhone, plus the app allows you to log in when on the road doing sales."- India Amber S., Sales Account Manager
"It is a useful tool for sales processes, but the Professional version is expensive and necessary if you need a lot of sales processes." - Carmen M., Data Scientist
Bottom Line: If you're looking for a user-friendly CRM that helps you visualize your entire sales process, Pipedrive is a great option.
5. Sales Analytics
Sales analytics is the practice of using data to measure, track, and optimize sales performance. It involves collecting, analyzing, and interpreting sales-related data to gain insights into your sales processes, team performance, and customer behavior.
By leveraging sales analytics, businesses can have sales reps make data-driven decisions, identify trends, forecast future sales, and uncover opportunities for improvement. This approach enables sales teams to work more efficiently, focus on high-value activities, and ultimately drive revenue growth.
In this section, we'll explore tools that can help you harness the power of sales analytics to supercharge your sales efforts.
5.1. ChartMogul:Subscription Analytics Made Simple
ChartMogul dashboards | Geckoboard
ChartMogul takes the complexity out of subscription analytics. This tool helps you track key metrics like MRR (Monthly Recurring Revenue), churn rate, and customer lifetime value, giving you a clear picture of your subscription business's health.
Key Features for B2B Sales Teams:
Subscription Metrics Tracking: Monitor MRR, churn, LTV, and more with easy-to-understand dashboards.
Revenue Recognition: Ensure accurate revenue reporting in compliance with accounting standards.
Customer Segmentation: Analyze customer behavior and identify high-value segments for targeted campaigns.
Cohort Analysis: Track the performance of customer groups over time to understand churn patterns.
Integrations: Connect with your payment gateway, CRM, and other tools for seamless data flow.
Considerations:
Limited to Subscription Businesses: ChartMogul is specifically designed for subscription-based businesses.
InsightSquared goes beyond basic sales analytics, providing revenue intelligence to help you forecast more accurately, see sales pipelines, identify pipeline risks, and optimize your sales process.
Key Features for B2B Sales Teams:
Sales Forecasting: B2B sales teams can leverage AI-powered forecasting to predict future revenue with confidence, enabling them to set realistic targets and allocate resources effectively.
Pipeline Analytics: InsightSquared allows salespeople to visualize their pipeline health, identify bottlenecks, and prioritize deals, ensuring that they focus on the most promising opportunities.
Activity Tracking: Monitoring sales rep activity and engagement levels helps B2B sales managers assess performance and identify areas for improvement, leading to more effective coaching and support.
Deal Risk Alerts: Sales teams receive alerts when deals are at risk of slipping or stalling, allowing them to take proactive measures to address potential issues and maintain momentum in the sales process.
Coaching and Performance Management: Data-driven insights enable sales leaders to identify coaching opportunities and track rep performance, fostering a culture of continuous improvement and accountability within the team.
Considerations:
Complexity: InsightSquared's advanced features may require a learning curve.
Criteria Evaluation
Ease of Use: 4/5
Features and Functionality: 5/5
Data Quality and Accuracy: 4/5
Scalability: 5/5
Customer Support: 4/5
Cost-Effectiveness: 4/5
Pricing:
Contact InsightSquared for custom pricing based on your needs.
Reviews:
InsightSquared knows what a Sales organization cares about and provides that data in helpful ways to access reports and gain insights.
Bottom Line: If you're looking for deep insights into your sales performance and want to both improve sales productivity and your forecasting accuracy, InsightSquared is a powerful tool to consider.
6. For Sales Productivity
Sales productivity is the measure of how efficiently and effectively a sales team or individual salesperson converts their time and resources into revenue. It's about maximizing output from sales funnel while minimizing input, allowing sales professionals to close more deals in less time.
Improving sales productivity involves streamlining processes, leveraging technology, and adopting best practices that enable salespeople to focus more on high-value activities like building relationships and closing deals, rather than getting bogged down in administrative tasks.
Now, we'll explore tools and strategies designed to boost sales productivity, helping your team work smarter, not harder, to achieve better results.
6.1. SavvyCal:Scheduling Meetings Without the Hassle
We've all been there - the endless back-and-forth emails trying to find a meeting time that works for everyone. SavvyCal eliminates that headache with its smart scheduling features, boosting your productivity and letting you focus on closing deals.
SavvyCal Software Reviews, Demo & Pricing - 2024
Key Features for B2B Sales Teams:
Personalized Scheduling Links: Create custom links that show your real-time availability, making it easy for prospects to book meetings without the hassle.
Time Zone Detection: SavvyCal automatically adjusts for different time zones, so you never have to worry about scheduling conflicts.
Team Scheduling: Coordinate schedules across your entire team, ensuring everyone's time is used efficiently.
Integrations: Connect SavvyCal to your calendar and other tools for a seamless workflow.
Customization: Brand your scheduling links and customize your booking page to match your company's look and feel.
Considerations:
Limited Features: While SavvyCal excels at scheduling, it doesn't offer additional productivity tools like task management or project tracking.
Criteria Evaluation
Ease of Use: 5/5
Features and Functionality: 4/5
Data Quality and Accuracy: N/A
Scalability: 5/5
Customer Support: 5/5
Cost-Effectiveness: 5/5
Pricing
Basic: Free (limited features)
Premium: $12/month per user (billed annually) or $15/month per user (billed monthly)
Reviews:
"SavvyCal has this great feature of personalized scheduling links, which is easy to implement in our work or personal calenders."- Robert G.
"The things which I personally dislike about SavvyCal is, even though it supports multiple calenders integration, but still it is a web application not a stand alone. So it is better to have an application instead of web application, also the cost factor can be resuced a bit."- Narendra S., Researcher
Bottom Line: If scheduling meetings is a pain point for your team, SavvyCal is a simple and affordable solution that can save you a ton of time.
Calendly is another fantastic tool for simplifying meeting scheduling. It offers a clean, user-friendly interface and robust features that help you connect with prospects and clients effortlessly.
Connect Personal and Work calendars on Calendly | by Omer Farooq Ahmed | Medium
Key Features for B2B Sales Teams:
Automated Scheduling: Salespeople can set their availability preferences, allowing Calendly to automatically schedule meetings with prospects. This reduces the time spent on back-and-forth emails and accelerates the booking process.
Group Scheduling: For meetings involving multiple attendees, Calendly simplifies the process by finding suitable times for everyone, which is essential for coordinating with clients and internal teams.
Customization: Sales teams can brand their booking pages and customize scheduling links to reflect their company identity, enhancing professionalism and consistency in client interactions.
Integrations: Calendly seamlessly connects with calendars, CRMs, and other sales tools, streamlining workflows and ensuring that all scheduling data is synchronized with existing systems, which saves time and reduces manual entry.
Workflow Automation: Automated reminders and follow-up emails can be set up to ensure that prospects don’t miss meetings. This feature helps reduce no-shows and keeps the sales process moving smoothly.
Considerations:
Limited Advanced Features: While Calendly is excellent for core scheduling needs, it might lack some of the more advanced features offered by other productivity tools.
Criteria Evaluation
Ease of Use: 5/5
Features and Functionality: 4/5
Data Quality and Accuracy: N/A
Scalability: 5/5
Customer Support: 4/5
Cost-Effectiveness: 5/5
Pricing
Basic: Free (limited features)
Essentials: $8/month per user (billed annually) or $10/month per user (billed monthly)
Professional: $12/month per user (billed annually) or $15/month per user (billed monthly)
Teams: $16/month per user (billed annually) or $20/month per user (billed monthly)
Reviews:
"I love the ability to create one event with mulitple ways to meet and to create very specific questions to help my clients narrow down what they would like to discuss."- Dana H.
"I would want to be able to customize my scheduling interfaces even more. When scheduling in a client in a different time zone becomes cumbersome and lastly the dependence on internet connection have disadvantaged me in times when I have crashes in connectivity"- Phyllis M., Video Editing and Production Director
Bottom Line: If you're looking for a reliable, user-friendly scheduling tool that integrates seamlessly with your existing workflow, Calendly is a fantastic option.
Finding the Right B2B Sales Tools for Your Team
Success in sales comes down to having the right tools in your arsenal. This guide has detailed the top 7 B2B sales tools for 2024, each offering distinct features to streamline your sales process, boost sales activities to your target accounts, boost efficiency, and drive revenue.
Comprehensive Analysis: Get a clear view of each tool's strengths and weaknesses.
Tailored Recommendations: Find the tools that best match your sales strategy.
Practical Tips: Use our insights to enhance your sales workflow and manage leads effectively.
As you explore these options, remember that the right tool should fit your current needs and support your business's growth. ListKit, with its seamless integration with sales mapping tools and reliable support, could be the perfect addition to your sales manager and toolkit. Consider giving it a try to elevate your sales performance.
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Frequently Asked Questions about B2B Sales Tools
Q.1: What are B2B sales tools?
Answer: B2B sales tools are software and technology solutions designed to help sales teams automate and streamline various tasks and processes in the business-to-business sales cycle. These tools can assist with lead generation, prospecting tool customer relationship management, sales forecasting, email outreach, data analysis, sales intelligence software and more. Ultimately, B2B sales tools aim to help sales teams close more deals and increase revenue by improving efficiency and providing valuable insights.
Q.2: Why are B2B sales tools important?
Answer: B2B sales tools are essential because they significantly make sales engagement tools increase productivity and efficiency in the sales process. Here's why they're crucial:
Automation of repetitive tasks, freeing up time for actual selling
Provision of actionable insights through data analysis
Streamlining of communication within teams and with prospects
Improvement of lead quality and targeting
Enhancement of customer relationship management
Increase in conversion rates and revenue
By leveraging these tools, sales teams can focus more on building relationships and closing deals, rather than getting bogged down in administrative work.
Q.3: How do I choose the right B2B sales tool for my business?
Answer: Choosing the right B2B sales tool involves evaluating several critical factors:
Assess your business needs and goals
Consider the size of your team and your growth plans
Evaluate the tool's ease of use and learning curve
Check the features and functionality against your requirements
Assess the quality and accuracy of data provided
Consider the tool's scalability
Review the level and availability of customer support
Evaluate the cost-effectiveness and ROI
Check for integration capabilities with your existing tech stack
Read user reviews and seek recommendations from industry peers
Remember, the best tool for your business is one that aligns with your specific needs, integrates well with your existing processes, and provides a good return on investment.
Q.4: Can small businesses benefit from B2B sales tools?
Answer: Absolutely! B2B sales tools can be incredibly beneficial for small businesses. Here's how:
Level the playing field: Advanced tools help small businesses compete with larger organizations
Improve efficiency: Automate repetitive tasks, allowing small teams to accomplish more
Enhance targeting: Better lead quality and targeting capabilities increase conversion rates
Provide valuable insights: Data analysis features offer insights that can inform strategy
Scale operations: Many tools are scalable, growing with your business
Improve customer relationships: CRM features help manage and nurture customer relationships effectively
Many B2B sales tools offer flexible pricing plans, making them accessible for businesses of all sizes. Small businesses should look for best sales tools, that offer the most value for their specific needs and budget.
Q.5: What are some common features of B2B sales tools?
Answer: Common features of B2B sales tools include:
The specific features can vary depending on the tool and its primary focus. When choosing a B2B sales tool, prioritize the features that align most closely with your team's needs and workflows.
Remember, while having a robust set of features is important, it's equally crucial to choose a tool that your team will actually use. Sometimes, a simpler tool with high adoption rates can be more effective than a complex one that goes underutilized.
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