If you’re part of a sales team these days, chances are you’re busy.
Like, crazy busy.
How much of your time is actually spent on actively selling?
Is there anything you can do to win back your schedule and actually spend time nudging your potential customers toward a purchase?
Well, you could invest in the right sales software.
From managing leads to speeding up communication and prospecting, the right software can take different tasks off your plate and help you close more deals. Oh, and we’re not going to include Salesforce in this list—everyone knows Salesforce and it’s on every “sales software” list already. Let’s look at software that you might not have considered.
In this post, we’ll walk through:
- How to choose the best sales software
- 15 types of sales software that make different parts of the sales job easier
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How to choose the best sales software for your team
Businesses are obviously spoiled for choice when it comes to sales tools.
So, how do you know if a solution makes sense for you and your team? Let’s look at a few key points to consider when assessing the best sales software for your business.
Look at what you’re lacking
Analysis paralysis is a real problem when it comes to business tools.
Sure, all of the above might be enticing. But you should first consider what your team is struggling with and then what tools could possibly be helpful.
For example, teams spending the majority of their time logging lead information in spreadsheets should consider a CRM. Salespeople that struggle with internal communication and following up with leads should look into a solution like RingCentral.
In short, look at your most pressing problems first. Talk to your coworkers and figure out your needs as a group.
Assess your current sales software stack
You’re probably already using a whole slew of tools already, right?
Don’t assume that you need to uninstall everything or start from scratch when it comes to your sales software. Instead, look at what you’re already paying for and using.
When searching for new tools, think about the tools that are staples of your sales team that you don’t want to replace. For example, if you’re already comfortable with Salesforce, you probably shouldn’t just change CRMs on a whim.
This also means looking at your existing sales tools’ integrations and features. For example, if one tool can do multiple things, like let you make video conference calls, call prospects, and communicate with your team, then you might want to look into that as opposed to paying for three separate tools:
Ideally, you want your business’s software stack to be as lean as possible. This results in less time wasted toggling between tools—and less money wasted on multiple subscription fees for different apps.
Consider the learning curve involved with a new tool
Piggybacking on the last point, bear in mind that every piece of sales software has some sort of learning curve involved.
The tools above are all friendly to small businesses and are straightforward to get started with. That said, it does take time before any given tool feels second nature to your team.
And on that note, don’t try to adopt a bunch of different tools at once. Instead, take it one software at a time to give your sales team a chance to onboard effectively. Taking a slow and steady approach to software adoption also keeps you from blowing out your budget.
When in doubt, get a demo
What sales software should you look into?
Good question! Below is a breakdown of fourteen tools that you should consider for your software stack. Note that all of these tools are budget-friendly for small businesses (including a few free and freemium solutions).
Modern sales teams should do everything in their power to be able to close deals virtually rather than face-to-face.
Food for thought: e-signatures account for hundreds of millions of dollars in transactions per year. So, the faster you’re able to whip up digital contracts and proposals, the better.
PandaDoc’s platform allows you to create professional documents from scratch. Drag-and-drop functionality makes it easy to put together proposal templates and other essential docs. Rather than you having to scramble last-minute to get a contract to your client, PandaDoc can do the heavy lifting for you:
By their own estimation, tools like PandaDoc speed up closing time by 28% and eliminate 65% of needless admin work. Given how long the journey from prospect to customer can take, this sort of sales software is invaluable to small businesses.
2. HubSpot CRM
CRM (customer relationship management) platforms represent some of the fastest-growing sales solutions for small businesses.
Basically, a CRM allows you to keep all of the essential details of your prospects and leads in one place. This includes details about your history of communication (think: calls, emails), internal notes, date of last contact, and so on.
Having all of these details centralized makes it easier to hand leads off to other salespeople or decide what needs to happen next to close them.
For small businesses totally new to CRMs, Hubspot’s platform is user-friendly and integrates with other tools (like RingCentral!) and is a bit less “busy” compared to platforms such as Salesforce:
Providing a comprehensive overview of your customers’ histories and activities, HubSpot’s CRM is a great introduction to sales software and automation if you’ve been stuck living in spreadsheets.
Pricing: Free; premium plans with additional marketing features start at $50/mo per user.
Mailshake is a sales engagement platform that helps salespeople create highly personalized outreach cadences using email (via your personal email account), social, and phone.
With Mailshake, you can upload a list of prospects with personalization fields like name, links to social profiles, phone numbers, and even fully personalized sentences and paragraphs.
In the platform, you build an outreach cadence that incorporates those personalized fields in email, social message, and call script copy, and set up time delays between each touchpoint. Once you publish the cadence, the messages are sent automatically according to your campaign settings and can be paused automatically if a recipient replies or clicks a link.
When a lead engages with your outreach, you can reply to them directly from Mailshake, or through your own email. You can also track your campaign’s performance in real-time, and see which messages in your cadence have the best engagement.
Hey, we put ourselves on top of our own list for a reason (and it’s not totally biased)!
Having a good communication tool is crucial for sales today, especially given the rise of remote work and distributed teams. From running effective sales meetings with your team to going back and forth with your leads, a dedicated communications platform is a must-have.
For starters, RingCentral is a powerhouse when it comes to communicating internally with your sales team.
Within our platform, you can ask questions, share documents, and have virtual meetings with each other in an instant. This is essential for onboarding new salespeople and making sure that everyone on your team has the answers and resources they need to close deals. If someone has a question or needs a contract or proposal, it’s only a click away:
Need screen sharing software for your sales demos? RingCentral comes with screen sharing so you don’t need to pay for a separate screen sharing tool. You can have video meetings while sharing your screen and important documents to seamlessly run sales demos with your prospects.
Plus, video meetings are perfect for getting some facetime in and building relationships with customers:
You can also use RingCentral to save time and get in touch with people faster while prospecting. For example, features such as click to call let you instantly call leads directly from your browser on your computer.
Integrating with most major sales software (including many of the tools on this list), RingCentral represents an all-in-one platform for meetings, calls, and communication with your customers and sales team alike.
Pricing: “Essentials” plan starts at $20/mo billed annually; full product demo available.
🕹️ Get a hands-on look at how RingCentral works by booking a product tour:
💰 You can also use this calculator to see roughly how much your business could save by using RingCentral to support your team’s communications with clients or customers, and each other.
Piggybacking on the importance of communicating with clients, sales teams need to figure out ways to streamline their communication. After all, reps today are talking with customers via calls, SMS, email, and video chat (to name a few).
That’s where tools like Tenfold can help. Their platform automatically logs any and all of your customer communication in your CRM without any manual note-taking. Whether you just hopped off a call or wrote a follow-up email, Tenfold captures every interaction by default.
Additional features such as natural language processing are huge time-savers for sales reps. For example, if the platform detects phrases such as “follow-up” or “tomorrow” in your communication, it automatically creates relevant tasks in your schedule automatically. When you’re bouncing from call to call, these sorts of automated tasks can really help you win back time.
Another starter CRM, Apptivo is totally free for up to three users. Such a platform is ideal if you’re part of a lean sales team or focus on a smaller set of customers. Allowing you to sync contacts from your website or email, the platform makes it easy to transition your current customers into their system if you’re totally new to CRMs.
Fact: eight-in-ten prospects prefer to communicate via email, at least during the early stages of a deal.
Beyond manually following up with prospects, email automation tools are useful at giving people a “nudge” to keep them engaged.
For example, you can use email autoresponders to check-in with prospects or follow-up with leads that haven’t been in contact. You can also use offer emails to cross-sell and upsell your current customers without having to reach out directly.
Mailchimp is one of the biggest names in email marketing and is particularly popular among small businesses. Their free platform includes automated follow-ups, surveys, and pre-built email marketing templates that allow you to reach out to hundreds or thousands of customers at once.
Additionally, Mailchimp offers reporting to help you assess the effectiveness of your email campaigns when it comes to opens and click-throughs:
Another email automation platform, Aweber is notable for its landing pages and email capture capabilities that sync directly with your website. If you’re interested and growing your list of leads and prospects via inbound marketing campaigns (think: courses, eBooks), look no further.
For example, you can put together a welcome series that serves as an introduction to your business prior to conducting a sales call directly. Aweber enables you to build out detailed, behavior-based email campaigns that engage leads automatically.
Did you know that sales reps spend about 20% of their time independently researching and preparing for calls with prospects?
Again, anything that allows you to win back valuable time in your schedule is a point in your favor.
Tools like Clearbit’s Chrome Extension allow you to search for prospects based on their company name, verifying their email address and social profiles prior to outreach.
This is a prime way to cross-reference your current lead data, ensuring that you’re getting in touch with the right people and that your emails don’t kick back to you. Additionally, you might discover additional details through their social profiles (think: mutual connections) which make it easier to personalize your outreach. With Clearbit, all of this can be done without having to conduct endless Google searches.
Yesware is an email sales software that’s designed specifically for, you guessed it, salespeople. The platform not only notifies you when your emails are opened by prospects, but also provides a detailed breakdown of how people behave after-the-fact. For example, you can see how long a lead spends viewing a document or pitch deck.
Based on this information, you can better understand how engaged a lead is and what your next steps should be to continue nurturing them.
It’s well-documented that file-sharing makes your team more productive.
Dropbox is the ultimate file-sharing solution, providing both online and online access to essential documents (think: contracts, proposals) for sales teams and clients alike.
The platform allows you to keep track of who’s viewed any given document, ensuring that you can continue moving the sales process along once you’ve sent something over. Sales-specific features such as custom pitch decks and the ability to finalize contracts are also useful to teams looking to close deals digitally.
Freshsales markets itself as the perfect entry-level CRM for salespeople. The platform boasts automation features such as enriching your lead data from social and creating tasks and follow-ups to plan your next steps.
Perhaps the most notable feature of Freshsales is lead scoring, something typically reserved for more robust sales software. In short, the platform “grades” the leads in your CRM based on their behavior and how likely they are to become customers. This encourages you to prioritize communication and relationships with people who are most likely to close:
The common thread between pretty much every piece of sales software on this list? Saving time.
GMass is no different in that department. The platform offers simple, straightforward mass email templates that allow you to speed up your prospecting efforts directly in Gmail. Rather than conduct outreach one-by-one, you can send your emails from a single template and save hours of time in the process:
Tracking clicks and opens, GMass platform is a great place to experiment with email subject lines to figure out which sort of headlines resonate with cold prospects.
As noted earlier, researching prospects can be a time-sink.
And so the more information you’re able to gather prior to outreach, the better.
Formstack lets you put together eye-popping lead intake forms to break down the essential details of your leads whenever they opt-in or ask questions. Perfect for your website or sharing via email, you can customize your forms to learn everything you need to know in an instant.
Pricing: $19/mo per user.
15. G Suite
Most sales teams are already using G Suite in some form already.
If you’re on a shoestring budget, consider the various ways to use G Suite to supplement your existing sale software such as:
- Docs for sharing collaborative documents (think: pitches or contracts)
- Drive for sharing files, presentations, and documents
- Slides for creating, sharing, editing customer presentations
- Gmail and Calendar to keep track of your emails, contacts, and sales messages
Effective sales software doesn’t have to break the bank. Free tools in G Suite are a solid starting point if you’re strapped for cash or need a stop-gap solution to collaborate with your team.
What does your current sales software stack look like?
If you’re eager to get started with some new sales tools, you’re in the right place!
Any of the options above are perfect for small businesses looking to save time and stay connected to more customers.
Regardless of your business’s size or goals, communication should be a top priority for sales teams today. If you need an all-in-one communication platform, check out a demo of RingCentral to see it in action.