Inside sales manager tools

It also comes with live leaderboard analytics, commenting support, and powerful design customization features. The best pitch you have is the long list of satisfied customers in your corner.

RO Innovation helps your team tap the power of customer feedback and other sales enablement assets to propel win rates and hike revenue. Integrate RO Innovation with your CRM and other inside sales tools to give prospects quick access to relevant customer reference and success stories of existing clients.

When words and static images prove inadequate, use videos to get prospects focused on your message. Purpose-built for selling, Videolicious enables marketers and sales professionals to quickly and easily create, edit and share compelling videos with customers at any point in the pipeline.

Unlock new opportunities by igniting interest among existing accounts. Images can sometimes drive the message home a lot better than words. Use Vidyard to strategically deploy videos in your sales process. When you get to inform, educate and delight leads better, you also get a better shot at closing deals and increasing revenue.

Few things can beat the sense of accomplishment at getting a big and challenging prospect to buy your product. In most cases though, verbal confirmation hardly counts until the new client actually signs a contract. Good thing contract management services like Adobe Sign are there to facilitate the binding agreement between your business and a new customer.

Use Adobe Sign to create, transmit, sign, and manage forms, agreements and contracts anytime, anywhere and on any device. Better Proposals lets you easily create, manage and send beautiful business proposals. Using their intuitive editor, you can create web-based proposals that look great on any device. The tool integrates with all major payment processors and it has electronic signatures, allowing clients to sign and pay directly from the proposal.

A free and easy-to-use cloud-based contract management service, Concord helps individuals and companies create, negotiate, sign and manage contracts. Concord offers unlimited online contract storage and has decent collaboration and document tracking features. DealHub brings B2B buyers and sellers together in a single on-brand digital DealRoom which incorporates CPQ, CLM, subscription management, eSign technology, and everything else needed to close new and existing business.

Generate a personalized quote and DealRoom within minutes after asking a specific set of questions during the beginning of the sales cycle and continue to get real-time buyer insights throughout. Contracts evolve over time.

Signatories from different parties typically would want to mutually modify the terms of agreement amid changes in their relationships or in conditions relevant to the contract. DocuSign makes this back and forth collaboration easier and faster to conduct and complete.

The service also integrates well with most CRMs and other business solutions. GetAccept automates your deal signing process by combining document tracking, e-signing, and automated email follow-ups into a single platform. Similar to marketing automation tools, the service comes with a clean dashboard that lets you see how deals are progressing across your business and which actions you need to take to accelerate the process.

The service is free for individuals and comes at comparatively affordable prices for small to enterprise-scale businesses. HelloSign takes all your paperwork into the cloud via a simple, clean and intuitive UI. You can get it customized based on your workflow and integrated with your CRM, email platform and other business software for sales. Proposify makes it easy to manage sales documents of all kinds: proposals, quotes, and contracts. Reps can build documents using templates, easily dropping in customized images, snippets of text, and numbers.

Proposify also lets salespeople communicate with buyers on the details of each item directly within the documents, to make review and revisions a breeze. Qvidian is a proposal automation solution that significantly cuts the time it takes for customers to create an RFP, for your team to submit a winning proposal, and for everyone to sign an agreement.

Organize all your content in a single accessible library. Get legally-binding online signatures on any document, from anywhere, using any device. Just upload your documents or create new ones with free templates, place online signing fields and send them to your signees. SpringCM automates your document cycle, establishing a high degree of control, visibility, and security for your contracts, presentations, and other content. Simplify your documentation process creation, review, tracking, sign-off, storage, compliance, etc.

Agile CRM is a powerful tool for any small business struggling to manage the time and resources necessary to build effective sales and marketing processes.

Featuring easy integration with the most popular email platforms, support and customer service software, phone and conference bridges, billing plugins, social media networks, and more Agile leverages the tools you need on one easy-to-use platform. Built specifically for small businesses, Agile offers effective solutions for sales, marketing, and process automation, as well as customer support, contact management, and even project management. Airtable is a CRM, and a lot more.

But even for businesses that need an out of the box solution, Airtable works: they offer many pre-built Airtable templates, including one for a sales CRM. Apptivo is a cloud-based enterprise resource planning solution that has earned accolades and won awards for its comparative flexibility and affordability. In addition to its CRM feature, Apptivo also provides invoicing, sales reporting and project management services. It runs on a freemium model. Inside sales teams can increase productivity by uniting all their sales communications in one place.

This CRM comes with built-in calling, emailing, and SMS, plus powerful search and filter functions that make it easy for your reps to follow up with the right leads at the right time. The reporting features give you a glance of both the activity and performance of individual reps and your overall sales team, while enabling you to dig deep into the data to find insights that matter.

A powerful API enables you to automate and connect Close. Copper is just right for avid users of G Suite, since it integrates directly with all your most beloved Google Apps.

That means you have the power of a full-featured CRM right in the familiar environment of Gmail, and a simple deal workflow management view. Unlike complex CRMs, Copper can easily be learned and optimized by anyone who uses email. Copper has the automation, analytics, and machine learning capabilities of other CRMs in the market. Contactually is a solution purpose-built for the real estate industry. Agents and brokerages get features that address their specific needs.

For instance, it offers agents the ability to identify and stay connected with contacts in their network, to drive referrals. Link your customer data with your email platform to quicken and enhance interactions. Organize your contacts to establish lead priorities and maintain long-lasting relationships with clients. Stay motivated and accountable to your own priorities with a dashboard that keeps the biggest, most pressing opportunities front-and-center.

It picks up from where traditional CRMs left off by taking down artificial barriers between human and digital channels, enabling omni-channel customer interactions within a unified platform. Unlike traditional CRMs being perceived as mindless data-entry by your sales team, Membrain converts your sales strategy into visual workflows that are easy to understand. As a sales enablement CRM, Membrain helps salespeople to focus on the right prospects and opportunities and sell more confidently, from the first contact to close.

If your organization operates in a complex B2B selling environment, with longer sales cycles and multiple stakeholders, Membrain is the CRM for you. Streamline your operations with a CRM purpose-built to ramp up performance and accelerate the sales process. Freshsales uses AI, automation, and other features to make it easier for your team to refresh pipelines, communicate with prospects, prioritize leads, make meaningful conversations, analyze customer behavior, and close maximum-value deals.

Use Freshsales to upgrade your contact management, lead scoring, email tracking, and territory management process. HubSpot CRM was built from the ground up to be ready for the modern world. Intuitive and automatic where other systems are complicated and manual, HubSpot CRM takes care of all the little details — logging emails, recording calls, and managing your data — freeing up valuable selling time in the process.

It regularly ranks as one of the best CRM software products for small businesses. Infusionsoft is the flexible but powerful CRM for small businesses. This sales and marketing platform enables teams to grow pipelines, qualify leads, deploy email marketing campaigns, automate tedious tasks such as follow-ups and invoicing, manage selling activities and centralize customer interactions. Use Infusionsoft to get everyone on the same page, achieve higher performance, and improve win rates.

Available via a freemium model, Insightly is an affordable CRM option for solopreneurs and very small teams. For its pricing, ease of use, decent feature set and platform integrations, Insightly earned awards from channels such as Business News Daily.

In addition to core CRM functions, Insightly has a native project management support as well as a mobile and social media component. Messagely is a powerful, all-in-one customer support solution that helps you take care of all of your customer communication needs from just one platform.

It comes with a powerful live chat that lets you connect with your users as they browse your website, as well as creating tickets, sending targeted messages, and collecting customer information. This enterprise-scale application is available on the cloud, on-premises, or a combination of both. Combining enterprise resource planning ERP , accounting and CRM functionalities, NetSuite enables managers to extract data-driven insights for strategy formulation while equipping sales teams with tools that improve productivity.

You can use NetSuite to make forecasts, upsell and manage compensation and incentives systems. As its name suggests, this CRM solution visualizes your pipeline and shows you which activities you need to perform to move leads forward and get more deals closed. Pipedrive is highly customizable and can be integrated with many other tools in your sales stack. Pipeliner is a visually intuitive CRM solution that provides instant visibility and intelligence on key metrics and data.

Designed with a drag-and-drop pipeline UI, this graphical CRM can generate one-click reports, comprehensive charts, and a quick view of your sales performance featuring metrics such as deals created, deals lost, deals converted, and the respective values of lost and won deals. Salesforce is great but it takes a while to keep it always up-to-date. Saves a ton of time, propels team productivity, and helps you focus on closing more deals.

Salesflare is the perfect CRM for any small B2B business that wants to make more sales with less work. The CRM fills out itself, by synchronizing with your email, calendar, phone, social media, … and organizes all this data for you. Its email integration is unrivaled.

Start making sales simpler. Setting it up only takes minutes. The dominant player in the space, Salesforce basically sets the standard for all things CRM. Salesforce has a robust range of functionalities, allows a high degree of customization, and supports collaboration. It integrates well with other apps and services and inspires a thriving third-party ecosystem.

The Salesforce dashboard is among the most useful tools among sales and marketing professionals. The only drawback is its relatively steep pricing. For even more helpful tips, head to the Salesforce article here. Sellsy is a full-featured CRM that eliminates the need for multiple sales prospecting tools to cover different aspects of your sales operations.

From prospecting to invoicing, Sellsy helps you manage every element in your workflow, including email campaigns, e-commerce, and project management. The platform also provides sales and marketing intelligence to help you make smarter business decisions and achieve higher conversion rates.

Built on AWS, Sunshine is an open platform with enough flexibility to accept customer information regardless of the source. Zoho offers a ton of features at a very affordable price. It has goodies for email marketing, customer service, lead generation, and reporting.

It also offers intelligent daily forecasting and collaboration tools all infused with data enriched insights about buyers, opportunity odds, and useful connectors to accelerate sales cycles.

Underlying all of the functionality Collective[i] offers is one of the largest networks of B2B transactional data. Autoklose is a sales engagement platform that offers email automation and B2B data all-in-one. It helps you target the right prospects by utilizing a huge database packed with clean, verified B2B leads.

You can then engage your prospects by sending out sequences of highly personalized emails at scale, fine-tuning your campaigns in real-time, and automating your outreach and sales process.

However, it does more than just find their email address. It also finds their phone numbers and social media profiles. EmailAnalytics is an email productivity analytics tool that connects to your Gmail or G Suite account and visualizes your email activity — or that of your employees. This enables sales teams, customer service teams, and small business owners to measure essential KPIs like average email response time, email traffic by hour of the day, email traffic volume by day of the week, and much more.

Based on Gmail, Mixmax is a productivity app for any customer-facing team. Focused on finding efficiency in repetitive email tasks, Mixmax lets reps see who viewed each email and when, schedule meetings right from messages, schedule messages to send later, and add templated messages with one click.

Previously known as SenderGen, Opensense helps sellers use build pipeline, stay memorable and keep prospects informed using customized email signatures.

Sales teams can insert hyper-personalized banners into their emails to ensure the entire message even the signature does the job of selling. Get all the content, data, and insight from your CRM right inside the convenience and familiarity of your inbox. ZynBit is a powerful add-on for Gmail and Outlook that channels critical information from Salesforce. That means you can organize and plan all your customer engagement in the comfort of your email, simplifying your workflow and raising your productivity.

Turbo-charge your lead management process. Apollo enables your team to scientifically determine your ideal customer persona and find real-world decision-makers who fit the profile.

Once the platform infuses your pipeline with new qualified leads, Apollo immediately toggles your team to full engagement mode, accelerating your topline performance. ClickPoint is a lead management software purpose-built for sales managers.

Use ClickPoint to instantly prioritize and route leads, reduce closing times and generate sales activity reports. Match your best salespeople with the most challenging and valuable leads. Your sales performance depends heavily on how your lead pipeline grows and flows. Increase revenue by accelerating your prospecting activities.

Adopt smart practices that go beyond contact information and into deep analytics to sift through oceans of data and identify buyer personas most likely to engage your brand. Cognism uses automation and machine learning to get you to the right customers faster. Harness the link between conversation and conversion rates. Conversica is an AI-driven sales tool that automates, streamlines and upscales your lead contact and qualification process. Deploying Conversica is like hiring a group of sales reps — at a fraction of the cost — who will tirelessly chase and nurture leads The Conversica sales assistant will relentlessly but smartly continue to engage customers using natural language until they are ready for human sales professionals to come in and close the deal.

Not all companies in the market fit your ideal customer profile. Using machine learning to sift through thousands of data sources, DataFox identifies new prospects who are likely to respond positively to your message. Enable your reps to accelerate their pipelines, initiate meaningful conversations, and unlock new opportunities. Drive revenue growth by managing your opportunities better. DealSheet extends the capabilities of your CRM, helping your team qualify, manage and close leads better.

DealSheet also tracks the metrics sales leaders need to train and coach their team more effectively. Prospecting can be a tedious process. Worse, doing it manually can take up an entire day and still leave you with a trickle of low-quality leads whose likelihood of opting in is not very bright.

Fortunately, DealSignal automatically generates a list of prospects, leads and relevant intel on demand so you can focus on scheduling meetups, polishing your pitch and closing deals. Dooly brings your most important sales and marketing content to your reps when they need it most—during their sales meetings.

You started a conversation with your prospect in email. Continue that conversation via chat when the prospect visits your site. Drift gives sales teams the ability to link email and on-site chat, sending personalized messages and sequences across platforms.

Drift also uses bots to quickly qualify website visitors, and route them to the right person to begin a sales conversation — all on the website. Fileboard enables sales teams to improve performance by tracking engagement activities such as presentations, email campaigns, and live meetings. Benefits: Improved seller performance and productivity, better visibility into the sales pipeline, the information to provide a personalized approach to customers, task automation, and actionable insights.

CRM customer service tools help you interact with customers across multiple channels. This makes it possible to ensure a high-quality customer service experience and guide customers to a resolution more quickly. In addition to providing a better customer service experience, an integrated CRM customer service tool makes sure customer data is accessible and useful for supporting future sales or service requests.

Benefits: Better customer service experiences, satisfied customers, higher productivity, and more efficient, well-informed customer service teams. These tools often streamline inventory management and enable technicians to add notes from service calls to the customer database. New innovations in Internet of Things IoT technology make it possible for companies to monitor their products in the field and flag potential issues or maintenance recommendations before customers are even affected.

When integrated with a CRM platform, CRM tools for field service give customer service representatives the detailed information they need to schedule the technician with the right training and equipment so that the issue is fixed the first time. Repairs and recommendations are added to customer records, updated across the organization, and accessible by people from every department. This means that no matter who that customer speaks to next, that person has the information they need to provide exemplary service.

You can even take this one step further by asking your team their input — find out if there are any tools they think would help them better execute their job. Though the sales process will not always be one-size-fits-all, you want to have a general sales process in place that provides your team with the tools and information it needs to reach its sales goals. Playbooks take the processes of your best salespeople and share those tactics with your underperforming sales reps.

This results in a more efficient, productive and consistent sales process across your entire team. It is crucial to keep in mind when using playbooks, however, that they will not fit every situation. Instead, they act as a flexible guide that will take your sales reps through the journey of the buyer. Though having a strong company culture has always been important, its importance has become increasingly important to employee satisfaction lately.

Millennials, according to the Pew Research Center, rule the U. Thus, it is in your best interest to find ways to improve your company culture and provide your employees with some key things , including:.

Though many successful salespeople have similar personality traits , including Drive , recognize that does make everyone a carbon copy of each other. Your salespeople will have different personalities, learning styles and coaching preferences. So, be sure you do not treat and coach everyone the same way. This will increase the chances of each of your salespeople performing to their full potential. In fact, they use inspiration as one of their top sales team management strategies.

They do so by helping each salesperson see how successful they can become, and motivating them to maximize their potential. If you are looking for a powerful sales management strategy to boost your team, creating a competition is a great option. Here are few tips on how to create a successful sales competition :.

Whoever ends up winning the competition, be sure to recognize and reward them for their accomplishment. How can you expect to be successful in your sales management strategies if you do not know your team?

Knowing the team you are working with is an absolute necessity in the world of sales. All of these things will allow you to truly connect with your salespeople, which brings with it some great benefits.

When salespeople feel connected to their Sales Manager, they are more productive. As a Sales Manager, you are no longer able to ensure sales by going into the field yourself.

Instead, you need to place your trust in your sales team to do the job. Trusting your team begins with building a winning team. If you want to have a strong team, you must hire strong salespeople, people who have Drive.

This test will filter out those who are not built to be strong salespeople. No company wants to waste that kind of money. Instead, work to build a great team from the start. The extra money you spend up-front will be well worth it in the long run. Even highly Driven salespeople still need supportive tools to help them maximize their full potential. Provide your team with the resources they need to do the best job they can, whether that is a certain software program, presentation material or even administrative assistance.

Check out Sales Psyched! If a small investment can help your salespeople close valuable leads more efficiently, then the investment will be well worth it. The way you approach sales and quotas may not actually work for all of your salespeople. It is important that you work with each individual rep to provide them with the approach and support they need to be successful. Your team may be struggling with some barriers that are keeping them from reaching their goals.

And, it is your job to identify those barriers and help your team overcome them. Making sure to empower your reps with a work environment and a toolset they need to succeed is crucial for retaining top inside sales talent.

It might sound old-fashioned, but a voice conversation is still one of the most valuable interactions that a sales professional can have with a prospect. Two important calls for inside sales are the cold call to set an appointment and the follow-up call to conduct a pitch.

Further, the calls are automatically synced directly to a contact's profile arming organizations with a view of the activity happening on the frontlines. The role of the telephone in sales is no longer limited to voice calls. Text messaging has become a real part of our culture and the preferred method of communication for many professionals. Over the years, more and more inside sales professionals have begun messaging their prospects, leads and customers via text.

Which takes us to arguably the most important tool on this list The best CRM software will give you an overview of all your sales activities and help you stay on top of your pipeline. Most importantly, a great CRM system will arm you with the critical information and organizational tools you need to manage relationships more effectively—which is at the core of effective inside sales. According to the Sales Study from LinkedIn, 70 percent of sales professionals believe that relationship-building tools have a meaningful impact on their ability to grow revenues.

In our survey of more than sales professionals, Sometimes it makes sense to look for software that works well for companies in your specific industry, a CRM for coaching companies , and sometimes it makes sense to look for a solution that works well independent of the industry you're in, but that is flexible enough to adapt to your sales process. Zach Hofer-Shall of the research and advisory firm Forrester describes social intelligence as the process of harnessing social media data to inform business strategy.

For an inside sales professional, social intelligence software is valuable for revealing insights from social media. For example, social intelligence software can equip inside sales professionals with information from LinkedIn about new hires and other changes within an organization.

The best inside sales professionals know how to use this data to their advantage to re-engage a prospect, nurture a lead or unlock an entirely new opportunity within an existing account. Social selling means using various tools that integrate with social media to establish, build and nurture relationships. Instead, take this slide from Nick Frost of Mattermark as a great starting point for understanding the practice:. Most inside sales outreach conducted today is done through email.

Inside sales professionals identify a lead and reach out to them via email to schedule a call or product demo. Marketing teams across all kinds of industries are told to focus on acquiring emails that the sales team can then utilize for outreach and nurturing. According to the McKinsey Global Institute , inside sales professionals spend 28 percent of their time each day reading and writing emails and a major emphasis is placed on this in the best sales training programs.

Due to the volume of emails being sent by salespeople, brands are embracing email tracking software. Close does more than just track emails though: You can send and receive emails directly from within our CRM, without switching windows. Furthermore, you can still send emails from your favorite email client or your mobile phone and this activity will automatically be synced in Close.