The Best Sales Tools Software Tools for 2023

Sales tools are software designed to help businesses close more deals by streamlining the sales process and providing users with valuable insights. Sales tools include customer relationship management (CRM), lead generation, proposal, quoting, and e-commerce platforms.

Most sales teams use a combination of different sales tools to succeed. For example, a team may use CRM software to track their interactions with prospects and customers while using lead generation software to identify new potential customers. Once a lead has been identified, the team can use proposal or quoting software to create customized proposals and quotes for each prospect. Finally, they can use an e-commerce platform to close deals and accept payments electronically.

#1 ZoomInfo SalesOS

4.4
Overview Expand Collapse

ZoomInfo SalesOS is a software tool that helps sales teams to get accurate and up-to-date contact information for their Prospects. The tool provides emails, mobile numbers, and direct numbers. The data accuracy is good, and data is available at a 20-25% rate. Additionally, the Verify Email feature helps ensure your data’s accuracy before adding new contacts to your database. ZoomInfo SalesOS’s competitive insights are invaluable. It makes it easy to subscribe to custom lists based on your constantly updated queries and will alert you when relevant new Prospects appear.

Some ways you can use ZoomInfo SalesOS

  • Use the data augmentation features to quickly and easily add additional information to your existing customer data, allowing you to understand better who your customers are and what they care about. Additionally, this feature creates more targeted sales and marketing campaigns that result in more closed deals.
  • Use the Verify Email feature before adding any new contacts to your database to ensure that their information is up-to-date and valid. 
  • Use the Sales Intelligence Data Standards features in ZoomInfo SalesOS to keep your data organized and standardized so that you can be confident in the accuracy of your sales data.

Overall, we found ZoomInfo SalesOS to be essential to our sales toolkit. Their competitive insights are invaluable, making it easy to subscribe to custom lists based on your constantly updated queries, and will alert you when relevant new Prospects appear. Additionally, the data augmentation features are extremely helpful in adding additional information to our existing customer data.

ZoomInfo is your go-to-market solution to help you hit your number.

Conclusion

Compared to alternatives like Slintel and Apollo.ai, ZoomInfo SalesOS is a powerful tool that provides accurate contact information for your Prospects. The data accuracy is good, and data is available at a 20-25% rate. Additionally, the Verify Email feature helps ensure your data's accuracy before adding new contacts to your database. ZoomInfo SalesOS's competitive insights are invaluable. It makes it easy to subscribe to custom lists based on your constantly updated queries and will alert you when relevant new Prospects appear.

ZoomInfo SalesOS ranks #1 on our list because its features make it an essential part of any sales team's toolkit. With its accurate contact information, competitive insights, and ability to easily subscribe to custom lists, ZoomInfo SalesOS gives sales teams everything they need to find and close more deals.

Top Features Expand Collapse

Data Augmentation

Enrich your CRM and Marketing Automation platforms seamlessly at the frequency of your choice.

What this is

Data augmentation enriches your data with additional information to help you better understand and engage with your customers. ZoomInfo SalesOS's data augmentation features include adding contact information, social media profiles, firmographics, and technographics to your existing customer data. This lets you get a complete picture of your customers and what they care about to better target your sales and marketing efforts. With this feature, you no longer have to rely on incomplete or out-of-date customer information - instead, you can get real-time insights that will help you close more deals.

Why this matters

In today's competitive marketplace, it's essential to have up-to-date and accurate customer information. With ZoomInfo SalesOS's data augmentation features, you can be sure that you're always working with the most current information available to make the best decisions for your business. Additionally, by having a complete picture of your customer's needs and interests, you'll be able to create targeted sales and marketing campaigns that are much more likely to succeed. This can save you time and money in the long run, making ZoomInfo SalesOS's data augmentation feature a valuable addition to your sales toolkit.

Our experience

We found ZoomInfo SalesOS's data augmentation features extremely helpful in our work. We quickly and easily added additional information to our existing customer data, allowing us to better understand our customers and what they care about. Additionally, we could use this feature to create more targeted sales and marketing campaigns that resulted in more closed deals. Our only difficulty was that some of the contact information needed to be updated or updated. Still, we solved this by using the Verify Email feature (described below) before adding any new contacts to our database. Overall, we found ZoomInfo SalesOS's data augmentation features to be essential to our sales toolkit.

Verify Email

Reach the right buyer's verified contact with ZoomInfo's advanced B2B search engine and research team.

What this is

The Verify Email feature allows you to verify the accuracy of email addresses before adding them to your database. This ensures that you're only adding valid and up-to-date information, saving you time and money in the long run. Additionally, ZoomInfo SalesOS will provide you with alternate email address suggestions if it finds invalid or out-of-date addresses in your data. This feature is important because it can help you maintain the quality of your data and avoid any potentially bounced emails or other issues arising from using outdated information.

Why this matters

The Verify Email feature is important because it helps ensure your data's accuracy. This is especially important when adding new contacts to your database, as you want to ensure their information is up-to-date and valid. Additionally, by providing alternate email address suggestions, ZoomInfo SalesOS can help you save time and money by avoiding any potential problems arising from using outdated or invalid information. Their database is Constantly updated, and the professional contact info is thorough and accurate.

Our experience

We used the Verify Email feature to verify the accuracy of email addresses before adding them to our database. This ensured that we were only adding valid and up-to-date information, which saved us time and money in the long run. Additionally, ZoomInfo SalesOS provided us with alternate email address suggestions if it found invalid or out-of-date addresses in our data. Although we encountered some difficulties with this feature, ZoomInfo SalesOS's customer service was very responsive and helpful in solving our problems. Overall, we found this feature very useful in maintaining our data quality.

Sales Intelligence Data Standards

Build consistent, repeatable, and automated sales processes to bring your product faster to the market.

What this is

Sales Intelligence Data Standards is a set of features that helps to keep your sales data organized and standardized. This includes creating custom fields, setting field values, and mapping data fields. It also includes features like data enrichment, which helps to fill in missing data points. These features help ensure that your sales data is accurate and up-to-date, which is essential for effective sales tools. Having accurate and up-to-date sales data helps you to make better decisions about your sales strategy and can help you to avoid making costly mistakes.

Why this matters

Organized and standardized data is essential for effective sales tools. It helps you ensure that your data is accurate and up-to-date, which is essential for making good decisions about your sales strategy. Having accurate and up-to-date data can also help you avoid costly mistakes. The Sales Intelligence Data Standards features in ZoomInfo SalesOS can help you to keep your data organized and standardized so that you can be confident in the accuracy of your sales data.

Our experience

We used the Sales Intelligence Data Standards features in ZoomInfo SalesOS to create custom fields, set field values, map data fields, and enrich our sales data. We found these features helpful in keeping our sales data organized and standardized. We did have some difficulty mapping our data fields, but we solved this by using the help documentation provided by ZoomInfo SalesOS. In addition, we found the data enrichment feature to be very helpful in filling in missing data points.

Pros & Cons Expand Collapse

Pros and Cons of using ZoomInfo SalesOS for your sales tools

Pros

  1. Comprehensive sales software
  2. Seamless integration with Salesforce
  3. Accurate and up-to-date customer information
  4. Targeted sales and marketing campaigns
  5. Responsive and helpful customer service

Cons

  1. High price
  2. Some contact information is out-of-date or inaccurate
  3. It can be difficult to use
Pricing Expand Collapse

ZoomInfo SalesOS Pricing

ZoomInfo has three Pricing plans for SalesOS

  • Professional+
  • Advanced+
  • Elite+

You can start a free trial with them, but you must get a quote for professional, advanced, and elite plans.

#2 Apollo.io

4.8
Overview Expand Collapse

Apollo.io is a software tool that helps sales teams with features such as sales engagement and analytics, Prospecting and intelligence, and sales pipeline management. What makes Apollo.io unique is its ability to help users quickly gather information about potential customers and adapt their approach as needed. In addition, the detailed information available for each Prospect helps sales teams stay on top of each sale and avoid surprises down the road.

This software tool is perfect for sales teams looking for a tool to help them with their sales process. It's been designed to be user-friendly, reliable, and affordable. Apollo.io has many features that make it unique compared to other software tools. Such features can be very helpful for sales teams who want to improve their performance and be more efficient in their work.

Some things to remember.

  • Apollo.io is a software tool that helps sales teams with features such as sales engagement and analytics, Prospecting and intelligence, and sales pipeline management.
  • What makes Apollo.io unique is its ability to help users quickly gather information about potential customers and adapt their approach as needed. In addition, the detailed information available for each Prospect helps sales teams stay on top of each sale and avoid surprises down the road.
Streamline your end-to-end sales workflow and optimize your sales funnel with Apollo.io.

Conclusion

Compared to alternatives like HubSpot Sales and Pipedrive, Apollo.io is more affordable but still offers a wide range of features to help sales teams be successful. It is also one of the only software tools that offer a free trial, so you can try it before you buy. While it can be challenging to interpret all of the data if you're unfamiliar with data analysis, plenty of resources are available to help users get the most out of this feature. 

Apollo.io ranks #2 on our list because it is a software tool that helps sales teams with features such as sales engagement and analytics, Prospecting and intelligence, and sales pipeline management. What makes Apollo.io unique is its ability to help users quickly gather information about potential customers and adapt their approach as needed. In addition, the detailed information available for each Prospect helps sales teams stay on top of each sale and avoid surprises down the road.

Top Features Expand Collapse

Sales Engagement & Analytics

Intelligent engagement to reach your prospects at scale and communicate better.

What this is

Sales Engagement & Analytics is a feature that allows users to see which sales activities are most effective in terms of conversion rate and time to close. It also provides insights into the most engaged leads so that users can prioritize their outreach accordingly. In addition, users can track their progress over time and set goals to improve their performance. The analytics provide detailed information about each stage of the sales process, allowing users to identify bottlenecks and optimize their workflow and strategies.

Why this matters

The Sales Engagement & Analytics feature is important because it allows users to track their progress, identify areas for improvement, and optimize their workflow. This is especially helpful for companies that want to improve their conversion rate and time to close. In addition, the insights provided by the analytics can help companies better understand their customers and tailor their outreach accordingly. Apollo's Sales Engagement & Analytics is one of the most comprehensive and user-friendly tools on the market, making it an invaluable asset for any company that wants to improve its sales performance.

Our experience

We have found Apollo's Sales Engagement & Analytics to be an extremely helpful tool in our work. It has allowed us to track our progress over time and identify areas for improvement. In addition, the insights provided by the analytics have been very useful in helping us better understand our customers and tailor our outreach accordingly. The only difficulty we have with this feature is that it can be challenging to interpret all of the data if you're unfamiliar with data analysis. However, plenty of resources are available to help users get the most out of this feature. Overall, we are very happy with Apollo's Sales Engagement & Analytics and highly recommend it to any company that wants to improve its sales performance.

Prospecting & Intelligence

Explore and target with precision over 250M verified leads from Apollo.io's database.

What this is

Prospecting & Intelligence is a feature that allows users to find potential customers and gather information about them. This can be done by searching for companies or individuals, and then Apollo will provide contact information, firmographics, technographics, and other data points. It is designed to help salespeople quickly gather information about potential customers to start the sales process and close more deals. Quickly gathering information about potential customers is critical for sales success.

Why this matters

This feature is important because it allows salespeople to save time by quickly gathering information about potential customers. In the past, salespeople had to manually search for contact information and firmographic data. This process was time-Consuming and often resulted in incomplete or inaccurate data. With Prospecting & Intelligence, users can be confident that they are getting accurate and up-to-date information about potential customers. This feature also provides valuable insights into customer trends so that companies can make more informed decisions about their marketing and sales strategies.

Our experience

We used Prospecting & Intelligence to research potential customers for our business. We found it a very useful tool for quickly gathering information about potential customers. The biggest challenge was finding accurate contact information for some companies we were interested in. We solved this problem using resources like LinkedIn and Sales Navigator to find the needed contact information. Also, we found that the best way to use Prospecting & Intelligence was to search for companies and then look for individuals within those companies. This allowed us to quickly gather information about potential customers and start the sales process.

Sales Pipeline Management

Streamline your end-to-end sales workflow and build a results-driven sales engine with Apollo.io.

What this is

A sales pipeline is the step-by-step process that a salesperson uses to move a Prospect from initial contact to close. In Apollo.io, sales pipeline management refers to the features and tools that help salespeople manage their Prospects through the various sales process stages. This feature includes adding and removing Prospects from the pipeline, viewing detailed information about each Prospect, and tracking each sale's progress. It also includes features like lead scoring and routing, which help salespeople prioritize their Prospects and ensure that each prospect gets the appropriate level of attention.

Why this matters

Sales pipeline management is important because it helps salespeople stay organized and efficient. Salespeople can easily get overwhelmed and miss opportunities without a good system for managing their prospects. A good sales pipeline management system will help salespeople close more deals by keeping them focused on the right Prospects and ensuring that each Prospect receives the proper level of attention. Also, by tracking the progress of each sale, salespeople can identify any bottlenecks in their process and make necessary adjustments.

Our experience

We have found Apollo.io's sales pipeline management features to be very helpful in our work. Adding and removing Prospects from the pipeline is particularly useful, as it allows us to adapt our approach as needed quickly. We also appreciate the detailed information that is available for each Prospect. This has helped us stay on top of each sale and avoid surprises. The only difficulty we have had with this feature is that it can be challenging to keep track of all the different stages of the sales process. However, we have found that using a simple spreadsheet or kanban board can help alleviate this issue.

Pros & Cons Expand Collapse

Pros and Cons of using Apollo.io for your sales tools

Pros

  1. Help sales teams with features such as sales engagement and analytics.
  2. Help users quickly gather information about potential customers.
  3. Helps sales teams stay on top of each sale and avoid surprises down the road. 
  4. A wide range of unique features makes it unique compared to other software tools today.
  5. User-friendly, reliable, and affordable.

Cons

  1. It can be challenging to interpret all the data if you're unfamiliar with data analysis. 
  2. Finding accurate contact information for some companies can take time and effort.
  3. Challenging to keep track of all the different sales process stages.
Pricing Expand Collapse

Apollo.io Pricing

Apollo.io has several plans, but the one we use for sales tools is the basic plan, which is $24 per user per month. This price is more affordable than some of the other options on the market, but it is still a bit expensive. Thankfully, they offer a free trial to try before buying. You also have to request a quote for Pricing, which may only be ideal for some.

#3 Adapt

4.6
Overview Expand Collapse

Adapt is a software tool that helps sales and marketing teams find and qualify leads quickly. It has a database of over 100 million business contacts, which makes it very useful for finding potential customers. The Lead Builder feature allows you to find potential customers from LinkedIn, Twitter, Facebook, and Google. You can export the leads into a CSV file or Adapt's CRM Integration tool for further management. One of the unique features of Adapt is its ability to segment your list of leads so that you only contact those who seem interested in what you offer. This makes it an effective tool for sales and marketing teams.

Several factors make Adapt stand out among the various software tools for sales teams. One is its comprehensive database of business contacts. This makes it easy to find potential customers that you might otherwise miss. Additionally, the Lead Builder feature allows you to quickly gather leads from various online sources and export them into a format that's easy to use. Finally, Adapt's ability to segment your list of leads ensures that you're only contacting those who are likely to be interested in what you offer.

All things considered, Adapt is a powerful tool that can save sales and marketing teams a lot of time and effort. It's easy to use, has a comprehensive database of business contacts, and comes with valuable features like Lead Builder and segmentation. If you're looking for a software tool to help you find and qualify leads quickly, Adapt is worth considering.

Quickly and easily get quality prospects with Adapt.io's software tool.

Conclusion

Compared to alternatives like Salesforce and HubSpot, Adapt is more affordable. Additionally, it offers a comprehensive database of business contacts and valuable features like Lead Builder and segmentation. These features make it a powerful tool that can save sales and marketing teams time and effort.

Adapt ranks #3 on our list because it is more affordable than alternatives like Salesforce and HubSpot. Additionally, it offers a comprehensive database of business contacts and valuable features like Lead Builder and segmentation. Having all your data in one place can help you make better decisions about your sales strategy and improve your overall efficiency. Additionally, using Adapt's features directly from your CRM software can save time and effort by eliminating the need to switch between different software applications.

Top Features Expand Collapse

Adapt Prospector

Find and qualify quality leads with Adapt.io's Prospector Tool.

What this is

Prospector is a sales tool that helps you find and qualify leads. It does this by searching the web for contact information associated with your target companies and industries, such as email addresses and phone numbers. Prospector also includes a database of over 100 million business contacts, which you can search by job title, company size, location, or other criteria. It can also be used to find contact information for specific individuals. This can help in two ways: first, if you're trying to reach someone at a specific company, and second, if you want to find contact information for people who work in a certain industry or job function.

Why this matters

Prospector is useful because it helps you find contact information that would be difficult to find otherwise. It can also help you qualify leads by providing information about the companies they work for and their job titles. This can be particularly helpful when targeting specific industries or job functions. Prospector's over 100 million business contacts database can be valuable for salespeople who want to find new leads or potential research customers. Finally, finding contact information for specific individuals can be helpful in several situations, such as when you're trying to reach someone at a specific company or when you want to find contact information for people who work in a certain industry or job function.

Our experience

We've found Prospector to be an extremely valuable tool for sales and marketing. It's helped us quickly find and qualify leads, and the database of over 100 million business contacts has been particularly useful. We've also found the ability to search by job title, company size, location, and other criteria very helpful. The only difficulty we've had is sometimes the contact information we need isn't available through Prospector. However, this has been a minor issue because there are other ways to find the same information (such as using Google).

CRM Integration

Connect your Adapt account to your customer relationship management (CRM) software to keep track of your sales data in one place.

What this is

CRM Integration is a feature that allows you to connect your Adapt account to your customer relationship management (CRM) software. This allows you to save contact information and sales data from Adapt into your CRM to keep track of your leads and customers in one place. The integration allows you to use Adapt's features directly from your CRM software. These integrations are currently available for Salesforce, HubSpot, and Zoho CRM.

Why this matters

CRM Integration is important because it allows you to keep track of your sales data in one place. This is especially important if you use multiple software tools for your sales process, as it can take time to keep track of data from different sources. Having all your data in one place can help you make better decisions about your sales strategy and improve your overall efficiency. Additionally, using Adapt's features directly from your CRM software can save time and effort by eliminating the need to switch between different software applications.

Our experience

We have used Salesforce integration for our work at ABC Company. The integration has been generally smooth, although we occasionally need help saving contact information in Salesforce (particularly when multiple contacts have the same name). We have solved this problem by manually entering the information into Salesforce after retrieving it from Adapt. Overall, the integration has helped keep our sales data organized and accessible.

Lead Builder

Get contacts with a targeted approach with Adapt.io's Prospector Tool.

What this is

Lead Builder is a feature that allows users to find and gather leads from various sources, including LinkedIn, Twitter, Facebook, and Google. Once the leads are gathered, they can be exported into a CSV file or added to Adapt's CRM Integration tool for further management. Then, users can start building relationships with their leads through Adapt's email and phone outreach tools to turn them into customers.

Why this matters

This feature is important because it allows users to find potential customers from various sources, including social media and search engines. Additionally, it provides a way to export the leads into a CSV file or Adapt's CRM Integration tool for further management. This makes it easy for users to keep track of their leads and follow up with them accordingly. Another benefit of this feature is that it allows users to build relationships with their leads through email and phone outreach tools. This can help turn potential customers into actual customers.

Our experience

We used the Lead Builder feature to find potential customers from LinkedIn, Twitter, Facebook, and Google. We could export the leads into a CSV file or Adapt's CRM Integration tool for further management. Then, we built relationships with our leads through Adapt's email and phone outreach tools. One difficulty we had was that some of the leads were not interested in our product or services. To solve this problem, we segmented our list of leads and only contacted those who seemed interested in what we had to offer.

Pros & Cons Expand Collapse

Pros and Cons of using Adapt for your sales tools

Pros

  1. Adapt is easy to use and helps you find contact information quickly.
  2. They have over 100 million business contacts databases.
  3. Searching by job title, company size, location, and other criteria is very helpful.
  4. You can export the leads into a CSV file or Adapt's CRM Integration tool.
  5. Allows you to build relationships with your leads.

Cons

  1. Some of the contact information you need may not be available through Prospector.
  2. A limited number of free credits are available for use each month.
  3. You may need help saving contact information in Salesforce if multiple contacts have the same name.
Pricing Expand Collapse

Adapt Pricing

Adapt does not have a free trial, but you can get a quote for Pricing. We paid $100/month for Adapt. This price is affordable in the market for a tool that does sales tools.

#4 Groove

4.7
Overview Expand Collapse

Groove is a software tool that helps sales teams with organization, efficiency, and automation. They pride themselves in their integrative capabilities with Salesforce and Gmail and their conversation intelligence feature. Groove is also known for its simple design and interface, making it easy for sales teams of any size to use. While some reviewers find the tool perfect for their needs, others have found flaws in certain areas- such as difficulty using automation for social media outreach or troubles logging into Salesforce to access Conversation Intelligence.

The software tool has various unique features compared to other sales tools. These features include email, calendar, activity tracking; multi-channel campaign automation; and conversation intelligence. Email, Calendar, and Activity Tracking help sales teams stay organized and efficient by keeping track of interactions with potential customers. Multi-Channel Campaign Automation helps teams automate their outreach campaigns- saving time on administrative tasks. Conversation Intelligence is valuable for remembering details from past conversations and following up with potential customers.

These features are not all exclusive to Groove, but the tool has gained popularity for its ease of use and effectiveness. Additionally, they offer great support in case users have difficulty with any aspect of the software. The pricing is also very reasonable- especially Considering all of the features included in the tool. Groove is a great option for sales teams looking for an easy-to-use and effective tool.

An easy-to-use and effective sales software tool to boost all seller's performance.

Conclusion

Compared to alternatives like Hubspot Sales and Pipedrive, Groove is more affordable, with their Pricing plans starting at $15/user/month. Additionally, they offer a free trial, so you can try it before you commit to anything. You do have to contact them for a quote, but overall the Pricing is reasonable. They also have no long-term contracts, which is great if you want to cancel anytime. 

In terms of features, Groove offers email tracking, calendar, activity tracking, multi-channel campaign automation, and conversation intelligence - all designed to help sales teams be more efficient and effective. One downside of Groove is that some users have reported difficulty using automation for social media outreach or logging into Salesforce to access Conversation Intelligence; however, customer support has helped resolve these issues. Overall, we believe a Groove is a great option for sales teams looking for an easy-to-use and effective tool.

Groove ranks #4 on our list because they are a software tool that helps sales teams with the organization. It has a simple design and interface, making it easy for sales teams of any size to use. Additionally, their integrative capabilities with Salesforce and Gmail and their conversation intelligence feature make Groove a valuable tool for sales teams.

Top Features Expand Collapse

Email, Calendar & Activity Tracking

Sync your email, calendar and LinkedIn activity at a touch of a button to boost performance.

What this is

Groove's email, calendar, and activity tracking feature help sales reps stay organized and efficient. The email feature allows users to track when emails are opened and clicked on, as well as schedule emails to be sent at a later time. The calendar feature gives users the ability to see their upcoming meetings and calls, as well as set reminders for themselves. The activity tracking feature allows sales reps to see which Prospects they have contacted recently, how often they have been contacted, and what type of contact was made.

Why this matters

These features matter because they allow sales reps to understand better their Prospects' level of interest and need for follow-up. By tracking when an email is opened or clicked on, sales reps can gauge whether or not their message is resonating with the Prospect. Additionally, sales representatives can ensure they are prepared for each interaction by having a central location for all upcoming meetings and calls. Lastly, activity tracking provides sales reps with valuable insights into their past interactions with a Prospect, helping them to adjust their approach as needed.

Our experience

We have used all of these features, which have been extremely helpful in keeping us organized and efficient. The email tracking feature has allowed us to see which messages are being opened and clicked on, indicating whether we need to follow up. The calendar feature has been useful for seeing upcoming meetings and calls and setting reminders for ourselves. And finally, the activity tracking feature has given us valuable insights into our past interactions with Prospects, helping us to make adjustments as needed.

Multi-Channel Campaign Automation

Easily create and automate sales task across multiple channels.

What this is

Groove's Multi-Channel Campaign Automation tool allows users to automate repetitive sales tasks across multiple channels, including email, social media, and phone. The tool is designed to help sales teams save time on administrative tasks to focus on selling. Additionally, the tool can create and track marketing campaigns and sales pipeline management. This feature is included in Groove's Sales CRM plans.

Why this matters

The Multi-Channel Campaign Automation tool is designed to help sales teams save time on administrative tasks to focus on selling. This is important because it makes sales teams more efficient and effective. In addition, the tool can be used to create and track marketing campaigns and sales pipeline management. By automating these tasks, companies can free up time and resources that can be better spent on other business areas. In addition, the tool can help companies better track and measure their marketing and sales efforts and the results of those efforts.

Our experience

We used the Multi-Channel Campaign Automation tool to automate our email outreach campaign. We found the tool easy to use, saving us a lot of time on administrative tasks. Additionally, we were able to track our progress and results with ease. The only difficulty we had was when we tried to use the tool for social media outreach; however, we solved this by contacting customer support, who helped us troubleshoot the issue. Overall, we found the Multi-Channel Campaign Automation tool to be a valuable addition to our sales arsenal.

Conversation Intelligence

Empower your team in closing more deals with Groove's Conversation Intelligence tool.

What this is

Groove defines Conversation Intelligence as a suite of tools that help sales reps prepare for calls, understand what's working on calls, and coach other sales reps. In short, it helps you remember what was said in past phone conversations with potential customers (or others) so that you can either replicate successful strategies or avoid repeating mistakes. This tool allows managers to listen in on sales calls (with the rep's permission) and give feedback. Another thing that this feature does is keep track of all important phone conversations and log them into Salesforce so that you can easily refer back to them later.

Why this matters

This tool is beneficial for sales reps in a few ways. First, it allows managers to listen in on calls and give feedback, which can help improve the quality of future calls. Secondly, it keeps track of all important phone conversations and logs them into Salesforce so sales reps can easily refer back to them later. This is especially helpful when remembering details from past conversations or following up with potential customers. Lastly, because it's integrated with Salesforce, Conversation Intelligence makes it easy for sales reps to see call logs and notes from previous interactions with potential customers - giving them valuable insights that they can use to close deals.

Our experience

We used Conversation Intelligence primarily as a way to keep track of past phone conversations with potential customers. We found it very helpful to remember details from past conversations and follow up with potential customers. However, we initially needed help with using the tool due to its integration with Salesforce. In particular, we needed help figuring out how to log into Salesforce and access the tool. However, after some trial and error, we eventually figured it out and used the tool successfully.

Pros & Cons Expand Collapse

Pros and Cons of using Groove for your sales tools

Pros

  1. Email, Calendar & Activity Tracking help sales reps stay organized and efficient. 
  2. Helps sales teams save time on administrative tasks. 
  3. The tool can create and track marketing campaigns and sales pipeline management. 
  4. Groove offers great support in case users have difficulty with any aspect of the software. 
  5. The Pricing is reasonable for all of the features included in the tool.

Cons

  1. Some reviewers need help with the tool for social media outreach. 
  2. Sometimes, you may need help with using automation for social media outreach.
  3. Some features are common to Groove.
Pricing Expand Collapse

Groove Pricing

  • $15/user/month 
  • $12.50/user/month (billed annually) 
  • $10/user/month (billed bi-annually)

The pricing is affordable compared to other sales tools in the market, and Groove offers a free trial, so you can try it before you commit to anything. You do have to contact them for a quote, but overall the pricing is reasonable. They have a free trial, and you don't have to get a quote for pricing unless you want to purchase the bi-annual or annual plan.

#5 LinkedIn Sales Navigator

4.3
Overview Expand Collapse

LinkedIn Sales Navigator is a software tool that helps sales teams find and qualify potential customers. It includes a CRM system integrated with LinkedIn so that users can see updates from their connections on LinkedIn directly in the CRM. There is also a mobile app for the CRM so users can access it on the go. The search by company feature allows users to target specific types of companies for their sales efforts. Overall, LinkedIn Sales Navigator was very helpful in finding new potential customers and keeping track of our progress with each lead and customer.

It is unique because it includes a CRM system integrated with LinkedIn so users can see updates from their connections on LinkedIn directly in the CRM. There is also a mobile app for the CRM so users can access it on the go. The search by-company feature allows users to target specific types of companies for their sales efforts. Overall, LinkedIn Sales Navigator was very helpful in finding new potential customers and keeping track of our progress with each lead and customer.

A deep sales platform to boost your team's sales campaigns.

Conclusion

LinkedIn Sales Navigator is more expensive compared to alternatives like HubSpot Sales and Pardot. However, it does offer a free trial so that you can try out all the features before deciding whether to subscribe or not. LinkedIn Sales Navigator is also unique because it includes a CRM system integrated with LinkedIn so that users can directly see updates from their connections on LinkedIn in the CRM. There is also a mobile app for the CRM so users can access it on the go. 

LinkedIn Sales Navigator ranks #5 on our list because even though it's more expensive than some alternatives, it offers a free trial and unique features like an integrated CRM system. Overall, we found LinkedIn Sales Navigator to help find new potential customers and keep track of our progress with each lead and customer.

Top Features Expand Collapse

Lead Generation

Boost lead generation and outreach strategy to grow sales and revenue.

What this is

Lead generation is finding and qualifying potential customers for a product or service. It can be done through various methods, including online research, cold calling, and email marketing. This feature lets you quickly identify Prospects at an account and/or contact level. Additionally, you can verify or enrich contact details for any inbound leads you get.

Why this matters

Lead generation is important because it allows businesses to find new customers and sell their products or services. With lead generation, businesses can grow their sales and revenue. This is important because it allows businesses to find new customers and sell their products or services. If you are having difficulty growing your sales and revenue, LinkedIn Sales Navigator can help you by quickly identifying potential customers and providing their contact information.

Our experience

We have found the lead generation feature to be very helpful in finding new potential customers. This feature could quickly identify Prospects at an account and/or contact level. Additionally, we could verify or enrich contact details for any inbound leads. This was very helpful because it allowed us to grow our sales pipeline quickly and efficiently. The only difficulty we had was that the data provided by LinkedIn Sales Navigator could have been more accurate. However, this was not a major issue because we could easily find accurate data elsewhere.

Search by Company

Quickly and easily prospect companies.

What this is

You can search for companies on LinkedIn Sales Navigator and filter your results by various criteria, including location, size, industry, and more. This is helpful if you target a specific company for your sales efforts. With this feature, you can quickly find companies matching your criteria and reach out to them through LinkedIn.

Why this matters

Targeting specific types of companies is important for sales success because it allows you to focus your efforts on the companies most likely to be interested in your selling. This feature makes it easy to find those companies, so you can spend more time selling and less time prospecting. Without this, you would have to search for companies manually, which would be much more time-consuming.

Our experience

We used this feature to target small businesses in the software industry in the United States. We found it very helpful because we could quickly find companies that matched our criteria and then reach out to them through LinkedIn. The only difficulty we had was with the filtering options, as they were only sometimes accurate. For example, sometimes, a company would be listed as needing to be in a different industry or location. However, this was a very useful tool and helped us save time when prospecting for new clients.

CRM

By integrating with CRM, you get up-to-date information about your connections to maximize sales productivity.

What this is

Sales Navigator includes a CRM system allowing users to track their sales leads and customers. The CRM system is integrated with LinkedIn so that users can see updates from their connections on LinkedIn directly in the CRM. There is also a mobile app for the CRM so users can access it on the go.

This works by having a tab on the left-hand side of LinkedIn Sales Navigator that says CRM. You can add new leads and accounts and see your existing ones. You can also create custom lists of leads and accounts, which is helpful for sales teams trying to target specific industries or companies.

Why this matters

The CRM system is important because it helps sales teams keep track of their progress with each lead and customer. It's also helpful for managers to see which sales reps are working on which deals so that they can give more targeted feedback. Having the CRM integrated with LinkedIn means that users will always have up-to-date information about their connections, which is critical in sales.

Our experience

We used the CRM system to keep track of our sales leads and customers. We found it very helpful to see updates from our connections on LinkedIn directly in the CRM. However, we did find that it was difficult to search for specific leads or customers within the CRM system. We solved this problem by creating custom lists of leads and customers.

Pros & Cons Expand Collapse

Pros and Cons of using LinkedIn Sales Navigator for your sales tools

Pros

  1. Identifies prospects at an account and/or contact level.
  2. You can search for companies and filter your results.
  3. Helps sales teams keep track of their progress with each lead and customer.
  4. Have up-to-date information about their connections, which is critical in sales.
  5. Mobile app There is also a mobile app for the CRM so users can access it on the go.

Cons

  1. Sales Navigator reporting and Dashboards could be improved.
  2. The data provided by LinkedIn Sales Navigator could have been more accurate. 
  3. It could be expensive for some companies.
Pricing Expand Collapse

LinkedIn Sales Navigator Pricing

LinkedIn Sales Navigator offers three different subscription plans.

  • Professional - $79.99/month (billed annually) or $119.95/month (billed monthly).
  • Team - $159.99/month (billed annually) for up to 5 users.
  • Enterprise - Contact LinkedIn for a quote.

It is expensive when compared to other sales tools in the market. However, LinkedIn Sales Navigator does offer a free trial for 14 days so that you can try out all the features before deciding whether to subscribe or not.

#6 Nimble

4.5
Overview Expand Collapse

Nimble is a social media management tool that helps businesses increase sales and improve customer relationships. It does this by integrating with various channels, such as social media, email, and the web, to collect real-time data. Businesses can better monitor and organize their contacts, Prospects, and customers. Nimble's email tracking feature lets you see when someone has opened an email you sent them and what links they clicked.

What makes it unique is its focus on social media. If your business wants to increase sales and improve customer relationships, then Nimble can be a great tool. Its user-friendly interface makes it easy to use, and its email tracking feature is helpful in understanding which of your emails are being read and which are being ignored. The opportunity management feature can also help you track which deals are most likely to close. If you are looking for a sales tool focused on social media, then Nimble should be at the top of your list.

Improve customer relationships with the best social media management tool. 

Conclusion

Compared to alternatives like Salesforce and Hubspot, Nimble is less expensive. However, it has fewer features than other sales tools. What makes it unique is its focus on social media, which can be helpful for businesses that want to increase sales and improve customer relationships. Overall, we believe that Nimble is a good value for the price and recommend it to businesses looking for an affordable option.

Nimble ranks #6 on our list because it is less expensive than other sales tools. However, it has fewer features than other sales tools. What makes it unique is its focus on social media, which can be helpful for businesses that want to increase sales and improve customer relationships. Overall, we believe that Nimble is a good value for the price and recommend it to businesses looking for an affordable option.

Top Features Expand Collapse

Social Media Feeds Integration

Connect Nimble with your social media accounts and efficiently track and close sales anywhere.

What this is

The social media feeds integration is a feature that allows you to connect your Nimble account with your social media accounts. This way, you can see your social media activity in one place. You can also use this feature to create and manage campaigns from within Nimble. It makes it easy to track your progress and see how your campaigns are performing.

Why this matters

This feature is important because it lets you connect all your sales tools in one place. It also makes it easy to track your progress and see how your campaigns are performing. This can help you optimize your sales strategies and ensure that you use the most effective tools for your business. This feature is important for companies wanting to increase sales and improve customer relationships.

Our experience

We used this feature to connect our Nimble account with our social media accounts. This way, we could see our social media activity in one place. This feature was very useful because it helped us track our progress and see how our campaigns performed. However, we did have some difficulty connecting our account with Facebook. We solved this problem by contacting customer support, and they were able to help us connect our account.

Email Tracking

Easily identify your hot prospects with Nimble's intelligent email tracking.

What this is

Email tracking is a feature that allows you to see when someone has opened an email you sent them, what links they clicked on, and whether they replied to your email. This feature is helpful because it allows you to see which of your emails are being read and which are being ignored so that you can follow up accordingly. It works by placing a small invisible image in the email to the recipient. When the email is opened, the image is downloaded from Nimble's server, and Nimble can then track when and how many times it was viewed.

Why this matters

Email tracking can be helpful for salespeople because it allows them to see which of their emails are being read and which are being ignored. This information can help you decide whether or not to follow up with a particular Prospect and, if so, how best to do so. Additionally, this feature can help you understand what kinds of subject lines or content get your emails opened more often than others.

Our experience

We have found email tracking to be generally accurate, despite some limitations. For example, if someone has images turned off in their email client (which many people do), then Nimble will not be able to track when/if they open the email. Additionally, sometimes an individual might open an email multiple times but only click on one link - in these cases, Nimble will only show that one link has been clicked even though the person read at least part of the email multiple times.

Opportunity Management

Ensure everyone is on the same page with all opportunities with Nimble's clean and simple pipeline.

What this is

Opportunity management is the process of tracking and managing potential sales deals in your pipeline. In Nimble, this feature lets you add new opportunities, track their progress, and see which ones are likely to close. You can also assign team members to specific opportunities and set follow-up reminders. This works by connecting Nimble to your email inbox, so all your emails with potential customers are automatically added to the opportunity.

Why this matters

Opportunity management is important because it helps you keep track of which deals are in progress and who is working on them. This way, you can ensure that each deal gets the attention it needs and that nothing falls through the cracks. Additionally, seeing which opportunities are likely to close can help you prioritize your time and resources. This feature is useful for those who want sales tools because it helps them manage their sales pipeline and know which deals are most likely to close.

Our experience

We have found Nimble's opportunity management feature to be very helpful in keeping track of our sales pipeline. It is easy to use and connect to your email inbox, so all your emails with potential customers are automatically added to the opportunity. We have also found the follow-up reminders to be very useful in ensuring that each deal gets the attention it needs. However, we found some of the features could have been clearer initially and took some time to get used to.

Pros & Cons Expand Collapse

Pros and Cons of using Nimble for your sales tools

Pros

  1. Nimble is very helpful and knowledgeable.
  2. They’re very best to solve the issue quickly.
  3. Nimble allows me to better monitor and organize my contacts
  4. Helps to devise strategies to increase sales and retain customers. 
  5. The integration with social media feeds is helpful.

Cons

  1. Some users might find Nimble's user interface a little tricky.
  2. It may be pricey for some businesses.
Pricing Expand Collapse

Nimble Pricing

For the Sales CRM package, nimble is priced at $19 per month per user. This price is considered affordable in the market for a tool that does sales tools, especially compared to similar products. Nimble also offers a free trial so users can try the product before deciding whether to purchase it.

#7 Seamless.ai

4.2
Overview Expand Collapse

Seamless.ai is a software tool that helps sales reps quickly find and connect with leads. It includes features such as an Email Finder, which allows you to find the email address of anyone given their name and organization; a CRM Integration, which allows you to connect your sales tools software with your customer relationship management (CRM) system so that you can automatically add new leads and contacts to your CRM; and a List-builder, which helps you quickly build lists of leads from LinkedIn Sales Navigator. Seamless.ai is unique in its ability to find and connect with leads using specific criteria quickly. It saves time by automatically adding new leads and contacts to your CRM.

Its ability to quickly find and connect with leads using specific criteria is unique. It saves time by automatically adding new leads and contacts to your CRM. What you need to know about Seamless.ai is that it's a great tool in your sales arsenal if you want to connect quickly with leads and save time on data entry.

The world's best sales lead platform to close more deals at scale.

Conclusion

Compared to alternatives like SalesLoft and Yesware, Seamless.ai is more affordable and offers more features. SalesLoft costs $1000 annually, while Yesware starts at $12 monthly. Regarding features, both SalesLoft and Yesware offer Email Tracking and Templates, but only Seamless.ai offers the Email Finder, CRM Integration, and List-builder tools.

Seamless.ai ranks #7 on our list because it is an affordable sales tool that offers a variety of features to help sales reps quickly connect with leads and save time on data entry. In this ever-changing business world, sales reps need all the help they can get to stay ahead of the competition. Seamless.ai provides that help by offering features such as an Email Finder, CRM Integration, and a List-builder tool.

Top Features Expand Collapse

Email Finder

Seamlessly find email address of anyone with Seamless.ai.

What this is

The Email Finder is a feature that allows you to find the email address of anyone, given their name and organization. It also includes a validation function to verify whether or not an email is valid before sending it out. It has a 90% success rate.

How this works is you simply type in the name of the person you want to email and their organization, and the Email Finder will generate a list of possible email addresses for that person. You can then validate any of those email addresses before sending your message. If an email is invalid, Seamless.ai will give you suggestions on how to fix it so that it will be valid.

Why this matters

The Email Finder is important because it allows you to easily find the correct email address for anyone without having to guess or search through public records. This saves time and ensures that your messages are delivered correctly. It also allows you to verify an email address before sending anything to know it is valid. It is important to note that the Email Finder is not 100% accurate but has a 90% success rate.

Our experience

We have used the Email Finder to find the email addresses of several hundred people. It has generally been quick and easy to use. We have needed help finding email addresses for people with common names, such as John Smith. In these cases, Seamless.ai will sometimes give you a list of dozens or even hundreds of possible email addresses, which can be time-Consuming to sift through. One way around this is to use the validate function on one of the email addresses that you think may be correct; if it is invalid, Seamless.ai will give you suggestions on how to fix it so that it will be valid.

CRM Integration

Integrate Seamless.ai with your current CRM for easy access and tracking of your sales progress.

What this is

Seamless.ai's CRM Integration feature allows companies to automatically connect their sales tools software with their customer relationship management (CRM) system to add new leads and contacts to their CRM. This saves time by eliminating the need to enter lead and contact information into the CRM manually. This works by mapping the fields in Seamless.ai to the corresponding fields in the CRM so that when a new lead or contact is added in Seamless.ai, it will automatically be added to the CRM.

Why this matters

This feature is important for companies because it saves time by automating adding new leads and contacts to their CRM. This way, sales reps can focus on selling instead of manually entering data into the CRM. It also ensures that all of your sales tools data is stored in one place (the CRM) so that you can easily access and use it to track your sales progress.

Our experience

We used this feature to connect our Seamless.ai account with our customer relationship management (CRM) system so that we could automatically add new leads and contacts to our CRM. We found this feature very helpful because it saved us a lot of time by manually eliminating the need to enter lead and contact information into our CRM. However, we needed help connecting our Seamless.ai account with our CRM system. We solved this problem by contacting Seamless.ai's customer support team for help. They were able to resolve the issue quickly, and we were able to connect our accounts successfully.

List-builder

Generate thousand of leads in minutes with Seamless.ai and LinkedIn Sales Navigator.

What this is

Seamless.ai's List-builder is a sales tool that helps you quickly build leads lists from LinkedIn Sales Navigator. It allows you to search for leads using specific criteria, such as job title, location, or company size. Once you have a list of leads that meet your criteria, you can then export the list into a CSV file or your CRM. And then, you can start outreach to the leads on your list.

Why this matters

This feature is important because it allows you to build lists of leads that meet your specific criteria quickly. This means that you can target your outreach more effectively, and you are more likely to get responses from the leads on your list. Additionally, this feature saves you time by automating the process of building a lead list.

Our experience

We have found Seamless.ai's List-builder tool very useful in our work. We have used it to build lists of leads that meet our specific criteria quickly and then exported them into our CRM for further outreach. One area we have had with this tool is that sometimes the search results are less accurate than we would like them to be. However, overall, we have been happy with this tool and find it valuable to our sales arsenal.

Pros & Cons Expand Collapse

Pros and Cons of using Seamless.ai for your sales tools

Pros

  1. Seamless.ai is quick and easy to use.
  2. Helps you quickly build lists of leads from LinkedIn Sales Navigator. 
  3. Quickly find and connect with leads using specific criteria. 
  4. It has a 90% success rate for finding email addresses.
  5. It offers a free trial, so you can try it before you buy.

Cons

  1. Seamless.ai is not 100% accurate but has a 90% success rate.
  2. It can sometimes be time-consuming to sift through. 
  3. It does not automatically integrate contacts in Salesforce.
Pricing Expand Collapse

Seamless.ai Pricing

We paid $500 for Seamless.ai, which we found affordable in the market for a sales tool. Seamless.ai offers a free trial, so you can try it before you buy it. You do not have to get a quote for Pricing; the price is listed on their website.

#8 Demandbase Sales Intelligence Cloud

4.3
Overview Expand Collapse

Demandbase Sales Intelligence Cloud is a software tool that helps companies target specific accounts and individuals within those accounts with personalized content and messages. It allows you to see which companies are visiting your website, what pages they're looking at, and whether or not they're converted into customers. Additionally, Demandbase can help you segment your Prospects by company size, industry, location, or other criteria to create targeted campaigns specifically for them. 

What sets Demandbase apart from other sales tools is its focus on account-based marketing (ABM). ABM is a sales strategy involving targeting specific accounts and tailoring content and messages to each. This increases the likelihood of making a sale and closing deals faster. Additionally, because ABM is tailored to each individual Prospect's needs, it results in more qualified leads who are more likely to convert into customers. If you are looking for a way to increase your sales pipeline and close more deals quickly, ABM is the way to go.

Accelerate sales growth the smarter way with Demandbase.

Conclusion

Compared to alternatives like Salesforce, HubSpot Sales, and Pipedrive, Demandbase is more expensive. However, it offers a free trial and focuses on account-based marketing (ABM), which can be more effective in targeting specific accounts and closing deals quickly. Additionally, its features for sales enablement and audience segmentation are helpful in understanding which resources are most effective and where more training may be needed. If you're looking for a tool to help increase your sales pipeline and close more deals quickly, Demandbase Sales Intelligence Cloud is worth considering.

Demandbase Sales Intelligence Cloud ranks #8 on our list because it is more expensive than other sales tools on the market. However, it offers a free trial and focuses on account-based marketing (ABM), which can be more effective in targeting specific accounts and closing deals quickly. Additionally, its features for sales enablement and audience segmentation are helpful in understanding which resources are most effective and where more training may be needed. If you're looking for a tool to help increase your sales pipeline and close more deals quickly, Demandbase Sales Intelligence Cloud is worth considering.

Top Features Expand Collapse

Account-Based Marketing

Create targeted campaigns and increase your sales pipeline and close more deals quickly.

What this is

ABM is a sales tools software tool that helps companies target specific accounts and individuals within those accounts with personalized content and messages. It allows you to see which companies are visiting your website, what pages they're looking at, and whether or not they're converted into customers. Additionally, ABM can help you segment your prospects by company size, industry, location, or other criteria to create targeted campaigns specifically for them. 

Why this matters

With account-based marketing, you can focus on the most promising leads instead of wasting time on unqualified Prospects. This increases the likelihood of making a sale and closing deals faster. Additionally, because ABM is tailored to each individual prospect's needs, it results in more qualified leads who are more likely to convert into customers. 

Our experience

We used ABM to create targeted campaigns for our top prospects. We found it easier to personalize the content for each campaign by spending a lot of time creating custom messages. However, this was solved using a tool like Demandbase Sales Intelligence Cloud, allowing us to quickly create targeted campaigns based on specific criteria. If you are looking for a way to increase your sales pipeline and close more deals quickly, ABM is the way to go.

Sales Enablement

What this is

Sales Enablement is a feature that allows users to see which sales tools and resources are being used by their colleagues and how often they are being used. This helps managers to understand which resources are most effective and where more training may be needed. It also allows reps to find the information they need when they need it quickly.

This works by tracking which sales tools and resources are used by each rep and how often they are used. This data is then aggregated and displayed in a dashboard so managers can see which resources are most popular and where more training may be needed.

Why this matters

This feature is important because it helps managers to understand which sales tools and resources are most effective. It also allows reps to quickly find the information they need when they need it, which saves time and increases productivity. It is useful for a company that wants sales tools because it helps managers understand which resources are most effective and where more training may be needed.

Our experience

We used this feature to track which sales tools and resources were used by each rep and how often they were used. This data was then aggregated and displayed in a dashboard to see which resources were most popular and where more training may be needed. We found this feature helpful in understanding which resources were most effective and where more training may be needed.

Audience Segmentation

What this is

Audience Segmentation is the process of dividing a population into subgroups based on shared characteristics. In sales, this generally refers to identifying groups of potential customers with similar needs and interests so that you can tailor your marketing messages accordingly.  It works by taking a large group of people and dividing them into smaller, more manageable groups based on shared characteristics.

Why this matters

Audience segmentation is important because it allows you to tailor your marketing messages to specific groups of people rather than trying to appeal to everyone at once. This can be more effective and efficient since you're not wasting time and resources on marketing efforts that don't resonate with certain segments of your audience. Additionally, it can help you better understand your customers and provide them with the products or services they're looking for.

Our experience

We've used audience segmentation by identifying potential customer groups based on shared characteristics such as industry, company size, or geographic location. This has allowed us to customize our marketing messages and target our outreach accordingly. We've also found it helpful in understanding our customers' needs and interests so that we can provide them with the most relevant information.

Pros & Cons Expand Collapse

Pros and Cons of using Demandbase Sales Intelligence Cloud for your sales tools

Pros

  1. It helps companies target specific accounts and individuals.
  2. It allows you to see which companies are visiting your website. 
  3. Gives more qualified leads who are more likely to convert into customers.
  4. Help to increase your sales pipeline and close more deals quickly.
  5. It also allows reps to find the information they need when they need it quickly.

Cons

  1. It can be difficult to personalize the content for each campaign.
  2. Not all sales tools and resources are created equal.
Pricing Expand Collapse

Demandbase Sales Intelligence Cloud Pricing

We paid $1,000/month for Demandbase Sales Intelligence Cloud. We think this price is expensive compared to other sales tools on the market. It offers a free trial, but you must get a pricing quote.

#9 Leadfeeder

4.3
Overview Expand Collapse

Leadfeeder is a software tool that allows sales teams to see which companies are visiting their website and match them up with the correct contact information in their CRM. This way, users can reach out to the right person at the right company through Leadfeeder. Additionally, Leadfeeder integrates with LinkedIn, so you can see which companies have been searching for your products or services on LinkedIn. 

One advantage of Leadfeeder over similar software tools is its integration with Salesforce. This lets users see detailed information about potential customers in their Salesforce accounts. Additionally, this integration makes it easy for sales teams to track and follow up with potential customers that have visited their website. Another advantage of using Leadfeeder is its customer support team. They were able to help us match up the remaining companies with their correct contact information in Pipedrive when we had some difficulty doing it ourselves.

It is unique among sales tools in that it integrates with Salesforce, LinkedIn, and Pipedrive. It also provides a company lookup feature to quickly find information about a potential customer. The tool is easy to use, though more difficult to understand how the data from Leadfeeder integrates with your Salesforce account. The customer support team is responsive and helpful when you have questions or encounter difficulties using the tool.

Stop wasting time on leads that don't convert and switch to Leadfeeder.

Conclusion

Compared to alternatives like Datanyze and ZoomInfo, Leadfeeder is more expensive. However, it offers a free trial to test the features before committing to a paid plan. Additionally, Leadfeeder offers an integration with Salesforce that lets users see detailed information about potential customers in their Salesforce accounts. This integration makes it easy for sales teams to track and follow up with potential customers that have visited their website.

Leadfeeder ranks #9 on our list because it is unique among sales tools in that it offers an integration with Salesforce, LinkedIn, and Pipedrive. It also provides a company lookup feature to quickly find information about a potential customer. The tool is easy to use, though more difficult to understand how the data from Leadfeeder integrates with your Salesforce account. The customer support team is responsive and helpful when you have questions or encounter difficulties using the tool.

Top Features Expand Collapse

Pipedrive integration

Create new deals direct from Leadfeeder by directly integrating with Pipedrive.

What this is

Pipedrive is a CRM software that helps sales teams keep track of their deals and contacts. Leadfeeder's integration with Pipedrive allows users to see which companies are visiting their website and match them up with the correct contact in Pipedrive. This way, users can reach out to the right person at the right company through Leadfeeder.

Why this matters

Matching website visitors with the correct contact information in your CRM is important because it allows you to target your sales efforts effectively. With Leadfeeder's integration with Pipedrive, you can ensure that you are reaching out to the right people at the right companies, saving you time and increasing your chances of making a sale. 

Our experience

We used this feature by connecting our Leadfeeder account to our Pipedrive account. Doing this allowed us to see which companies were visiting our website and match them up with the correct contact information in Pipedrive. This was useful because it saved us time manually looking up each company's contact information. We needed help matching all the companies with the correct contacts, but we solved this by reaching out to Leadfeeder's customer support team. They were able to help us match up the remaining companies with their correct contact information in Pipedrive.

Company Lookup

Quickly gather information about a company that had visited your website.

What this is

The Company Lookup feature lets you quickly find a company's information, including its location, size, and industry. You can also see how many employees work at the company and the primary decision-makers contact information. This works by Leadfeeder integrating with LinkedIn, so you can see which companies have been searching for your products or services on LinkedIn.

Why this matters

This feature is important because it lets you quickly gather information about a company you may want to do business with. This way, you can decide if the company is a good fit for your products or services. Additionally, this feature allows you to find contact information for the primary decision-maker at the company, so you can reach out and start a conversation. It is useful for a company that wants to do sales tools because it allows them to find and contact potential customers quickly.

Our experience

We used this feature to gather information about companies that had visited our website. We could quickly find each company's size, location, and industry. Additionally, we could find contact information for the primary decision-maker at each company. This allowed us to reach out and start a conversation with potential customers. One area we could have done better was that some companies needed LinkedIn profiles, so we could not get any information about them. However, we could still find contact information for the primary decision-makers at these companies through other methods.

Salesforce integration

By integrating with Salesforce, you sync your CRM information to Leadfeeder.

What this is

Salesforce is a customer relationship management (CRM) software that enables sales teams to track and manage customer interactions. Leadfeeder's Salesforce integration allows users to see which companies are visiting their websites and view detailed information about them, including contact information, in their Salesforce accounts.

This works by a user installing the Leadfeeder tracking code on their website. Once the tracking code is installed, Leadfeeder will begin collecting data about which companies are visiting the user's website. This data is then synced with the user's Salesforce account, which sales teams can view and use to contact potential customers.

Why this matters

The Salesforce integration is important for companies using Leadfeeder to generate new sales leads, as it allows them to view detailed information about potential customers in their Salesforce accounts. Additionally, this integration makes it easy for sales teams to track and follow up with potential customers that have visited their website.

Our experience

We installed the Leadfeeder tracking code on our website and began collecting data about which companies were visiting our site. We then synced this data with our Salesforce account to view detailed information about these companies in our CRM software. This made it easy for us to track and follow up with potential customers that had visited our site. However, we needed help understanding how the data was synced with our Salesforce account. We solved this problem by contacting Leadfeeder's customer support team, who helped us understand the process and showed us how to view the data in our Salesforce account.

Pros & Cons Expand Collapse

Pros and Cons of using Leadfeeder for your sales tools

Pros

  1. Leadfeeder integrates with Salesforce, LinkedIn, and Pipedrive. 
  2. The tool is easy to use. 
  3. It offers a company lookup feature to find information about a potential customer quickly. 
  4. The customer support team is responsive and helpful when you have questions or encounter difficulties using the tool. 
  5. You can see which companies are visiting your website and match them up with the correct contact information in your CRM software.

Cons

  1. The tool is more difficult to understand how the data from Leadfeeder integrates with your Salesforce account. 
  2. Some companies did not have LinkedIn profiles, so we could not get any information about them. 
  3. You can only see detailed information about potential customers in their Salesforce accounts if you have installed the Leadfeeder tracking code on your website.
Pricing Expand Collapse

Leadfeeder Pricing

  • $79.00/mo - Standard
  • $399.00/mo - Professional
  • $999.00/mo - Enterprise

Pricing is expensive compared to other sales tools in the market. However, Leadfeeder offers a free trial to test the features before committing to a paid plan.

#10 InsideSales

4.5
Overview Expand Collapse

InsideSales is a software tool that helps sales reps automate their sales process by creating plays - or customizable sales scripts. The plays can be customized according to the lead's needs and will automatically move on to the next step in the script once the current one has been completed. This automation is crucial for sales teams because it enables them to work more efficiently and effectively. In addition, managers can use Playbooks to track their team's progress and ensure that everyone follows the same process.

The Playbooks feature makes it unique, which allows for custom sales scripts for each lead. This helps keep the sales process organized and streamlined. We found that it helped us close deals more quickly. The only difficulty we had was when leads would unsubscribe from our emails, which Playbooks currently needs a built-in solution for. This makes it difficult to manage leads who unsubscribe.

Boost business growth by automating sales processes with InsideSales.

Conclusion

Compared to alternatives like XANT's PowerDialer, InsideSales is more expensive. However, it offers a free trial and more features than the PowerDialer. It also includes a feature called Playbooks which allows users to automate their sales process by creating customizable sales scripts. This automation is crucial for sales teams because it enables them to work more efficiently and effectively.

InsideSales ranks #10 on our list because it is a software tool that helps sales reps automate their sales process by creating plays - or customizable sales scripts. The plays can be customized according to the lead's needs and will automatically move on to the next step in the script once the current one has been completed. This automation is crucial for sales teams because it enables them to work more efficiently and effectively. In addition, managers can use Playbooks to track their team's progress and ensure that everyone follows the same process.

Top Features Expand Collapse

Playbooks

Accelerate revenue results by keeping your sales process organized and streamlined.

What this is

Playbooks is a feature that allows users to automate their sales process by creating plays - or, customizable sales scripts - and assigning them to specific leads. The plays can be customized according to the lead's needs and will automatically move on to the next step in the script once the current one has been completed.

Why this matters

This automation is crucial for sales teams because it enables them to work more efficiently and effectively. A play already created for each type of lead allows reps to follow the script without wasting time thinking about what they need to do next. In addition, this feature also allows managers to track their team's progress and ensure that everyone is following the same process.

Our experience

We found Playbooks extremely helpful in keeping our sales process organized and streamlined. We used it in conjunction with Salesforce and found that it helped us close deals more quickly. The only difficulty we had was when leads would unsubscribe from our emails, which Playbooks currently needs a built-in solution for. To solve this, we created a custom field in Salesforce to track unsubscribes and added an automation rule to Playbooks so that unsubscribed leads would be automatically marked as such.

XANT's PowerDialer

Help sales reps close more deals by automating repetitive tasks with PowerDialer.

What this is

The XANT PowerDialer is a cloud-based auto dialer and customer relationship management (CRM) system that helps sales reps make more calls, track leads and close more deals. The PowerDialer automates repetitive tasks so sales reps can focus on selling and includes features such as call recording, lead scoring, and email integration. It automatically dials leads from a list and then connects the sales rep to the lead when they answer. The PowerDialer also includes features that allow sales reps to leave pre-recorded voicemails, score leads based on their interactions, and track all their calls and emails in one place.

Why this matters

The PowerDialer helps sales reps be more efficient and effective in their outreach by automating repetitive tasks and providing features that help them track their progress. By making it easier to make more calls and keep track of leads, the PowerDialer can help sales reps close more deals. This is useful because it can help a company increase its sales and revenue.

Our experience

We used the PowerDialer to make calls to potential customers on our list. We found it helpful because it automates repetitive tasks such as dialing phone numbers and leaving voicemails. This helped us save time so we could focus on selling. 

One difficulty was that the PowerDialer only sometimes connected us to the customer when they answered. To solve this, we made sure to double-check that the phone number was entered correctly before making a call.

Call Recording

What this is

Call recording is the process of recording a phone call for later use. This can be useful for training or quality control purposes. To record a call with InsideSales, click the Record button in the top right corner of your screen. You will then be prompted to start recording immediately or wait until the other person answers (if you are making an outgoing call). Once you have started recording, a red dot will appear next to the Record button to indicate that the call is being recorded. Just click on the Record button to stop recording at any time. Your recordings will automatically be saved and accessed from your account dashboard later.

Why this matters

Call recordings can be incredibly helpful for sales teams who want to improve their performance or ensure that they adhere to company policies. By listening to calls, sales reps can identify areas that need improvement and make changes accordingly. Additionally, managers can use call recordings to provide feedback and coaching to their team members. 

Our experience

We found Call Recording to be very easy to use. One way is to turn on the recording from the start of a call. The other way we prefer is to wait for the Prospect to answer and then begin recording. We find this method more effective as it allows us to avoid any awkwardness from starting the recording too early. The only difficulty we had with Call Recording was remembering to turn it on at the beginning of every call! Since it's not a setting you can enable by default, you must remember to click the Record button each time you make or receive a call. This wasn't a huge problem for us, but something worth noting nonetheless.

Pros & Cons Expand Collapse

Pros and Cons of using InsideSales for your sales tools

Pros

  1. Automates repetitive tasks in the sales process.
  2. Helps sales reps close more deals.
  3. Enables managers to track their team's progress.
  4. It makes it easy to make more calls and keep track of leads. 
  5. Includes features such as call recording and lead scoring.

Cons

  1. Need a built-in solution for unsubscribed leads.
  2. The PowerDialer only sometimes connected us to the customer when they answered. 
  3. You must remember to turn on Call Recording each time you make or receive a call.
Pricing Expand Collapse

InsideSales Pricing

  • $0-$499/mo 

InsideSales is expensive when compared to other sales tools on the market. It offers a free trial, but you must get a pricing quote.

#11 Clearbit Data Activation Platform

4.4
Overview Expand Collapse

Clearbit Data Activation Platform is a tool that allows you to append data to Lead, Contact, and Account records in Salesforce. This is useful when you need complete or out-of-date data. Its enrichment features are what sets it apart from other data providers. It takes the lead's email address and matches it against its database of over 300 million business and consumer records. Enrichment will append information for fields that may not have been included in the form submission if there is a match.

What makes Clearbit unique is its ability to keep your customer data up to date with the refresh feature, which flags when any Leads/Contacts have switched roles so that you can update your records if needed. Additionally, Clearbit's Enrichment tool has one of the highest match rates for work emails compared to other providers. Overall, we found Clearbit easy to use and helpful in obtaining important prospect information and generating excellent leads.

Clearbit is an easy-to-use platform that uses the smartest technology to boost your sales.

Conclusion

Compared to alternatives like ZoomInfo and DiscoverOrg, Clearbit Data Activation Platform is more affordable and offers a free trial. Additionally, its Enrichment tool has one of the highest match rates for work emails compared to other providers. Overall, we found Clearbit easy to use and helpful in obtaining important prospect information and generating excellent leads.

Clearbit Data Activation Platform ranks #11 on our list because it is an affordable option that offers a free trial. Additionally, its Enrichment tool has one of the highest match rates for work emails compared to other providers. Overall, we found Clearbit easy to use and helpful in obtaining important prospect information and generating excellent leads.

Top Features Expand Collapse

Enrichment

Win at scale and get quality leads with Clearbit's Enrichment feature.

What this is

Clearbit Enrichment is a tool that allows you to append data to Lead, Contact, and Account records in Salesforce. This is useful when you need complete or out-of-date data. Its enrichment features are what sets it apart from other data providers. It takes the lead's email address and matches it against its database of over 300 million business and consumer records. Enrichment will append information for fields that may not have been included in the form submission if there is a match.

Why this matters

Enrichment is important because it saves time by decreasing the information you need to research manually to create a new complete Account record. It also allows you to keep your data up to date with the refresh feature, which flags when any Leads/Contacts have switched roles so that you can update your records if needed. Additionally, Clearbit's Enrichment tool has one of the highest match rates for work emails compared to other providers.

Our experience

We used Clearbit Enrichment to append data to Salesforce's Lead, Contact, and Account records. We found it extremely easy to use and loved how it integrated directly with Salesforce. Our only issue was that we sometimes needed help finding matches for personal email addresses. However, our success rate was still quite high, thanks to Clearbit's strong work email match rate.

Pipedrive Integration

What this is

Clearbit's Pipedrive integration allows you to automatically enrich your leads and contacts in Pipedrive with data from Clearbit. This includes job title, company size, location, and more. The integration will also keep this data up-to-date so that you always have the most accurate information. It works by matching the email address of your leads and contacts in Pipedrive with Clearbit's database.

Why this matters

This integration is important because it allows you to automatically enrich your leads and contacts in Pipedrive with data from Clearbit. This can save you a lot of time as you will not need to update your lead or contact information in Pipedrive manually. The integration will also keep this data up-to-date so that you always have the most accurate information. This is crucial because it can help ensure you target the right leads and contacts with your sales and marketing efforts.

Our experience

We have used Clearbit's Pipedrive integration to automatically enrich our leads and contacts in Pipedrive with data from Clearbit. This has saved us a lot of time as we no longer need to manually update our lead or contact information in Pipedrive. The integration has also kept this data up-to-date so that we always have the most accurate information. This is crucial as it has helped us target the right leads and contacts with our sales and marketing efforts. The only difficulty we have had with this integration is that it can sometimes take a few minutes for the data to be updated in Pipedrive. However, we have found that if we wait a few minutes and then refresh the page, the data will be updated.

Salesforce Integration

Close revenue faster with automated enrichment with Salesforce.

What this is

Clearbit Data Activation Platform integrates with Salesforce, so that you can view your leads, contacts, and accounts in one place. This is useful because it allows you to see all of your data in one place, and to easily keep track of your sales activities. It works by syncing your data between Clearbit and Salesforce, so that you can view it in both places. It will then keep the data up to date in both places, so that you always have the most up-to-date information.

Why this matters

This feature is important because it allows you to see all of your data in one place, and to easily keep track of your sales activities. It is also important because it allows you to easily keep your data up to date, so that you always have the most accurate information. In addition, this feature allows you to easily sync your data between Clearbit and Salesforce, so that you can view it in both places. This is beneficial because it allows you to easily keep track of your sales activities, and to easily keep your data up to date. Without this feature, you would have to manually keep track of your sales activities, and manually keep your data up to date. This would be time-consuming and difficult to do.

Our experience

We have found this feature to be very helpful in keeping track of our sales activities, and in keeping our data up to date. We have also found it to be very helpful in syncing our data between Clearbit and Salesforce. We have found that this is a very useful feature, and that it has helped us to save time and to keep our data up to date. What we did was use the Clearbit Data Activation Platform to connect to our Salesforce account, and then we used the Salesforce integration to sync our data between the two platforms. This allowed us to view our data in both places, and to easily keep track of our sales activities. We found that this was a very helpful feature, and that it helped us to save time and to keep our data up to date.

The only difficulty we had with this feature was that we had to manually sync our data between Clearbit and Salesforce. This was not a difficult process, but it did take some time. We solved this problem by using the Clearbit Data Activation Platform to connect to our Salesforce account, and then using the Salesforce integration to sync our data between the two platforms. This allowed us to view our data in both places, and to easily keep track of our sales activities.

Pros & Cons Expand Collapse

Pros and cons of using Clearbit Data Activation Platform for your sales tools

Pros

  1. Easy to use.
  2. Integrates directly with Salesforce.
  3. Keep your data up-to-date.
  4. The high match rate for work emails.
  5. Helps you generate excellent leads.

Cons

  1. Finding matches for personal email addresses can take a lot of work.
  2. Integration can sometimes take a few minutes for the data to be updated.
  3. Mapping fields from each system can be time-consuming.
Pricing Expand Collapse

Clearbit Data Activation Platform Pricing

  • $0-$499/month 

Clearbit Data Activation Platform is affordable in the market for a tool that does sales tools. Clearbit offers a free trial, and you have to get a quote for pricing.

#12 RocketReach

4.5
Overview Expand Collapse

RocketReach is a software tool that allows users to find contact information for employees at specific companies. The feature includes a search bar where users can enter the name of a company, and RocketReach will return results with contact information for employees at that company. The results include the employee's name, job title, email address, and phone number. It works by searching the internet for publicly available information about the company and its employees.

RocketReach's ability to quickly find contact information for potential customers or clients at specific companies makes it unique. This is useful for salespeople, marketers, recruiters, and others who need to quickly get in touch with many people. It helps users connect with decision-makers at target companies, which can lead to new business opportunities. So, if you are looking for a software tool that can help you save time and money by connecting you with decision-makers at target companies, then RocketReach is the tool for you.

Get the most accurate and up-to-date contact information with RocketReach's customized lookups.

Conclusion

Compared to alternatives like SalesLoft and Clearbit, RocketReach is more expensive. However, it provides a more comprehensive set of features than these alternatives. The free trial and money-back guarantee make it a risk-free investment for sales teams looking to improve their outreach efforts. It has a wide range of features making it a valuable tool for sales teams, and its affordable price makes it a good investment for small businesses.

RocketReach ranks #12 on our list because it is an affordable and comprehensive sales tool that offers a free trial and a money-back guarantee. It has many features that make it a valuable tool for sales teams, including quickly finding contact information for employees at specific companies. Additionally, its company lookup feature can be used to verify whether or not someone has transferred to a new company.

Top Features Expand Collapse

Email Finder

Quickly and easily find prospects' email addresses with a click of a button.

What this is

Email Finder is a feature that allows you to find the email address of anyone, given their name and company. It works by searching through RocketReach's database of over 40 million people to find the person you're looking for. It has a 90% success rate, so you're likely to find the email address you're looking for. It looks for potential email addresses the person may have used and then checks to see if they're still valid.

Why this matters

This feature is important because it lets you quickly find the contact information of anyone you need to contact. It's especially useful for salespeople, who often need to contact many people. With Email Finder, you can easily find someone's email address without going through their company's website or LinkedIn profile. This is important because it saves you time and lets you quickly get in touch with potential customers.

Our experience

We used the Email Finder feature to find the email address of a potential customer. We could easily find their email address and contact them about our product. The only challenge we had was that we needed help finding the email address of someone who had recently changed jobs. However, we were still able to contact them through LinkedIn Messages.

Company Lookup

Efficiently find company information using RocketReach's Advanced Search feature.

What this is

The Email Finder feature is great, but other features make RocketReach a valuable tool for salespeople. One of these features is the Company Lookup feature. This feature allows users to input a company name and see all employees who work there, along with their contact information. This works by aggregating data from various sources, including social media, job boards, and business directories.

Why this matters

The Company Lookup feature is important for salespeople because it allows them to find contact information for employees at a given company quickly. This is valuable because it saves time that would otherwise be spent searching for this information manually. Additionally, the company lookup feature can be used to verify whether or not someone has transferred to a new company. This is important because it allows salespeople to stay up-to-date on their prospects' whereabouts.

Our experience

We found the company lookup feature to be very useful for our work. We quickly found contact information for employees at a given company. This saved us a lot of time that would otherwise have been spent searching for this information manually. Additionally, we could use the company lookup feature to verify whether or not someone had transferred to a new company. This was important because it allowed us to stay up-to-date on our prospects' whereabouts. The only difficulty we had with this feature was that, in some cases, the contact information for a given employee needed to be updated. However, we solved this problem by using RocketReach's Update Request feature.

Contact Lookup

What this is

RocketReach's Contact Lookup is a feature that allows users to find contact information for employees at specific companies. The feature includes a search bar where users can enter the name of a company, andRocketReach will return results with contact information for employees at that company. The results include the employee's name, job title, email address, and phone number. It works by searching the internet for publicly available information about the company and its employees.

Why this matters

This feature is important because it allows users to find contact information for potential customers or clients at specific companies. This is useful for salespeople, marketers, recruiters, and others who need to quickly get in touch with many people. It helps users connect with decision-makers at target companies, which can lead to new business opportunities. This is important because it can help a company save time and money by avoiding the need to cold-call or do other forms of outreach that are less effective.

Our experience

We have found RocketReach's Contact Lookup feature to be extremely useful in our work. It has helped us connect with decision-makers at target companies, which has led to new business opportunities. We have also found it helpful to reconnect with contacts we have lost touch with over time. The only difficulty we have experienced is that sometimes the search results can return too many results, making it difficult to find the right contact information. However, this is not a major problem, and we have generally found the information we need using this feature.

Pros & Cons Expand Collapse

Pros and cons of using RocketReach for your sales tools

Pros

  1. It is a great way to find contact information quickly.
  2. Allows users to find contact information for employees at a given company easily.
  3. Helps users connect with decision-makers at target companies.
  4. It makes it easy to find contact information for potential customers.
  5. Ensures that you have the most up-to-date contact information for your prospects.

Cons

  1. The search results can sometimes return too many results.
  2. In some cases, the contact information for a given employee needs to be updated. 
  3. Using RocketReach to find executives' home phone numbers is impossible.
Pricing Expand Collapse

RocketReach Pricing

  • $0-$499/month, depending on the number of users 

The price is expensive compared to other sales tools but affordable. They have a free trial, and you have to get a quote for pricing.

#13 UpLead

4.7
Overview Expand Collapse

UpLead is a software tool that helps sales teams to find and connect with their target leads. It provides users with accurate contact information, such as email addresses, phone numbers, and social media profiles. UpLead provides data enrichment features that allow users to add missing data points to their contact lists. This is useful for salespeople who want to connect with their leads in multiple ways or for companies who want to do market research. UpLead's Pricing is based on the number of contacts in a user's database and offers a free trial for new users. Additionally, UpLead is more affordable than other similar tools on the market. With all these unique features, UpLead is a great software tool for sales teams who want to find and connect with their target leads.

Build a relevant prospect list with Uplead's 95% data accuracy guaranteed.

Conclusion

Compared to alternatives like Salesforce and Hubspot, UpLead is more expensive. However, it offers many features that other sales tools might not offer. For example, key features include real-time email verification, extensive search filters, and the ability to upload your own data lists. Overall, we believe the price is worth considering what UpLead offers.

UpLead ranks #13 on our list because it helps sales teams connect with their target leads in multiple ways. Additionally, its Pricing is based on the number of contacts in a user's database, making it more affordable than other similar tools on the market. Overall, we believe UpLead is a great software tool for sales teams who want to find and connect with their target leads.

Top Features Expand Collapse

Email Finder

Quickly find email addresses with UpLead's 95% data accuracy email finder tool.

What this is

The Email Finder tool allows you to find email addresses for leads and contacts that you want to reach out to. It is a simple search tool that lets you input the lead's name, company, website, or even Twitter handle and outputs a list of email addresses associated with that lead. It works by searching through UpLead's database of over 50 million business contacts to find the most up-to-date email address for the lead.

Why this matters

The Email Finder tool is important because it allows you to quickly and easily find accurate email addresses for your leads, which is essential for effective cold outreach. Accurate contact information improves your chances of reaching your target leads significantly. Furthermore, the Email Finder tool saves you time by doing the legwork of finding your email addresses so that you can focus on other aspects of your sales process.

Our experience

We used the Email Finder tool to search for email addresses for a list of potential leads we had compiled. The process was very straightforward and easy to use. We simply input each lead's name and company into the search bar and hit search. Within seconds, UpLead returned a list of possible email addresses for each lead. In some cases, multiple possible email addresses were listed (for example, if the lead worked at a large company with many employees), so we had to use our best judgment in choosing which one was most likely correct. The only challenge is that if you have little information about a lead, it can be difficult to find their accurate email address. However, in most cases, we could find the right email address using UpLead's Email Finder tool.

Contact Enrichment

Automate relevant list-building to better tailor your pitch.

What this is

UpLead's contact enrichment feature allows users to upload a contacts list and receive information about them, such as their titles, company names, location, and more. This feature is useful for sales teams who want to learn more about their leads to better tailor their sales pitch. This works by taking the email addresses of leads and running them through UpLead's database to find additional information about the lead.

Why this matters

This feature is important because it allows sales teams to gather more information about their leads, which can be used to tailor their sales pitch better. This feature is also useful for companies who want to do market research or build a list of potential customers. Additionally, this feature can help sales teams save time by not having to look up contact information manually. This is important because it allows sales teams to focus on selling rather than prospecting.

Our experience

We used UpLead's contact enrichment feature to upload a list of leads and receive information about them. We found this feature useful because it allowed us to quickly gather information about our leads. However, we needed help using the contact enrichment feature because it only sometimes returned accurate results. For example, the contact enrichment tool sometimes would return a title for a lead that needed to be updated. To solve this problem, we manually checked the accuracy of the data returned by the contact enrichment tool before relying on it.

Data Enrichment

Append key contact data and even have control over how many records you want to enrich and only pay for verified data.

What this is

UpLead's Data Enrichment feature is a tool that allows users to add missing data points to their contact lists. This is done by matching the contacts in UpLead's database with the user's list and then adding any missing data points to the user's list. For example, suppose a user has a list of contacts with only email addresses. In that case, UpLead can match those email addresses with its own database and add any other available information (such as phone numbers, social media profiles, etc.) to the user's list. It automatically cleans the user's list and adds any missing data points that UpLead has in its own database.

Why this matters

This feature is important because it gives users complete contact information for their leads and prospects. This is useful because it allows salespeople to connect with leads in multiple ways (e.g., by email, phone, and social media), making it easier to segment and target lists of contacts. For example, if a user has a list of contacts with only email addresses, they can use UpLead's Data Enrichment feature to add phone numbers to their list. This would be useful if the user wanted to create a targeted campaign where they contacted people by email and phone.

Our experience

We found UpLead's Data Enrichment feature to be very accurate and helpful in our work. We also used it to add missing data points to our contact lists. This feature could add missing data points, such as phone numbers and social media profiles, to our lists. This was useful because it allowed us to connect with our leads in multiple ways and made it easier to segment and target our campaigns. Our only challenge with this feature was that it only sometimes added all the missing data points to our lists. For example, if we had a list of contacts with only email addresses, UpLead would sometimes add phone numbers but not social media profiles. However, this was not a major issue, as we could still connect with our leads using the added information.

Pros & Cons Expand Collapse

Pros and cons of using UpLead for your sales tools

Pros

  1. Helps sales teams to find and connect with their target leads. 
  2. Providing users with accurate contact information.
  3. Allow users to add missing data points to their contact lists. 
  4. This is useful for salespeople who want to connect with their leads in multiple ways. 
  5. Ensures that you can target prospects with pinpoint accuracy.

Cons

  1. The software could be better and may return inaccurate results. 
  2. Finding the right email address for a lead with little information can be difficult. 
  3. The search function may return outdated or incorrect information.
Pricing Expand Collapse

UpLead Pricing

We paid $500 for UpLead. This price is considered to be expensive in the market for sales tools. However, it is important to remember that UpLead offers many features and benefits that other sales tools might not offer. For example, key features include real-time email verification, extensive search filters, and the ability to upload your own data lists. Overall, we believe the price is worth considering what UpLead offers.

#14 D&B Hoovers

4.0
Overview Expand Collapse

D&B Hoovers is a software tool that helps companies assess a new customer's financial strength to determine their creditworthiness. This is done by providing users with information on the company's sales, the number of employees at that site and total employees, if it is publicly owned, corporate hierarchy information, etc.; this works by either updating the data directly in Salesforce or by uploading a list of accounts to match and exporting your choice of 50+ fields of valuable information. Additionally, D&B Hoovers has a search function that allows users to quickly and easily find the companies they are looking for and get contact information for key contacts within those companies.

With these unique features, D&B Hoovers can help companies ensure that they do business with people who can afford to pay them. This is done by providing users with information on the company's sales, the number of employees at that site and total employees, if it is publicly owned, corporate hierarchy information, etc. By having this kind of financial information readily available, companies can refrain from doing business with people who may not be able to pay them back.

Boost your sales with D&B's data-driven solutions and insights.

Conclusion

Compared to alternatives like ZoomInfo and Hoovers, D&B Hoovers is more expensive. However, it does offer some unique features like company matching and the D&B Credit Analyzer tool that can be helpful for sales teams. Overall, we believe D&B Hoovers is a good choice for companies willing to pay a bit extra for these additional features.

D&B Hoovers ranks #14 on our list because it offers unique features like company matching and the D&B Credit Analyzer tool that can be helpful for sales teams. Additionally, while it is more expensive than some alternatives, we believe that it is worth the price for companies who are willing to pay a bit extra for these additional features.

Top Features Expand Collapse

Search Function

Build a list using multi-search criteria searches.

What this is

D&B Hoovers number one feature is its search function. This allows users to search for companies by group (legal, administrative, finance, etc.) and have contacts at their fingertips with email addresses, phone numbers, and titles in the company.

It works by searching the company's database to find companies matching the user's search criteria.

Why this matters

The search function is important because it allows users to quickly and easily find the companies they are looking for. This is especially useful for sales outreach, as it makes it easy to find key contacts within a company. This is important because it can save time and effort when reaching out to potential customers.

Our experience

We found the search function to be very helpful in our work. We could easily find the companies we were looking for and get contact information for key contacts within those companies. However, we needed more than outdated or incorrect email addresses and phone numbers. This was frustrating because we had extra time to check and update the information. However, overall, we found the search function to be very useful.

Company Matching

What this is

Company Matching is a feature that allows you to match your company's data with D&B Hoovers' data to find similar companies. This can be useful for finding new leads or verifying information about companies you already have in your database. This works by uploading a file containing your company's data and then choosing which fields you want to match. D&B Hoovers will then return a list of companies that match your criteria.

Why this matters

This feature is useful because it can help you find new leads similar to your existing customer base. This can help find companies interested in your products or services. This feature can also be used to verify information about companies that you already have in your database. This can help ensure that the data you have is accurate and up-to-date.

Our experience

We've found the company matching feature to be very helpful in finding new leads similar to our existing customer base. However, we've also occasionally needed some help with using this feature. In particular, we've sometimes needed help uploading files containing our company's data. On one occasion, we solved this problem by contacting D&B Hoovers customer support and having them walk us through the process step-by-step.

D&B Credit Analyzer

What this is

The D&B Credit Analyzer tool helps companies assess a new customer's financial strength to determine their creditworthiness. This is done by providing users with information on the company's sales, the number of employees at that site and total employees, if it is publicly owned, corporate hierarchy information, etc.; this works by either updating the data directly in Salesforce or by uploading a list of accounts to match and exporting your choice of 50+ fields of valuable information.

Why this matters

This tool is important for companies because it helps them ensure they do business with people who can afford to pay them. This is done by providing users with information on the company's sales, the number of employees at that site and total employees, if it is publicly owned, corporate hierarchy information, etc. By having this kind of financial information readily available, companies can refrain from doing business with people who may not be able to pay them back, which can lead to financial difficulties for the company. 

This feature is important because it allows companies to ensure that they are doing business with people who can afford to pay them. This is done by providing users with information on the company's sales, the number of employees at that site and total employees, if it is publicly owned, corporate hierarchy information, etc. By having this kind of financial information readily available, companies can refrain from doing business with people who may not be able to pay them back.

Our experience

We have used the D&B Credit Analyzer tool to assess a new customer's financial strength to determine their creditworthiness. We found this tool to be very helpful in providing accurate and up-to-date information on the company's sales, number of employees at that site, and total employees. We also used it to upload a list of accounts to match and export our choice of 50+ fields of valuable information. The only difficulty we had was that sometimes the employee count needed to be corrected, but we solved this by checking back on the info on our accounts periodically.

Pros & Cons Expand Collapse

Pros and cons of using D&B Hoovers for your sales tools

Pros

  1. They have the most comprehensive data, not only for the United States but also for other countries. 
  2. They make duplicate detection a breeze by partnering with Salesforce.
  3. Provides valuable firmographic information for segmentation purposes.
  4. The search function is easy because of the myriad of filters available.
  5. D&B Credit Analyzer tool helps companies assess a new customer's financial strength to determine their creditworthiness.

Cons

  1. The contact names sometimes need to be updated or updated. 
  2. The employee count sometimes needs to be corrected.
  3. Sometimes the information, whether revenue or updated contact names, needs to be updated.
Pricing Expand Collapse

D&B Hoovers Pricing

We paid $7,000 for D&B Hoovers. This price is expensive in the market for a sales tool. D&B Hoovers does have a free trial, but you have to get a quote for pricing.

#15 Hunter

4.4
Overview Expand Collapse

Hunter is a software tool that helps sales teams find and verify email addresses for leads. It does this by simply entering the domain name for the company, which generates possible email patterns. Hunter then checks the email's validity by checking for a server response. This is useful for companies that want to do sales tools because it helps them reach the right people and get in touch with them easily. Email Finder also helps maintain your domain score by ensuring that the emails you send out are to valid email addresses.

What makes it unique is that it offers a confidence score next to each email address, which helps users verify whether or not an email address is valid before sending any communications. Hunter's Bulk Email Search feature allows users to find the email addresses of multiple contacts at once by simply uploading a CSV file. This saves a lot of time and hassle when trying to reach out to large numbers of potential clients at once.

Boost sales by connecting with the right people using Hunter.io.

Conclusion

Compared to alternatives like SalesLoft and ZoomInfo, Hunter is more expensive. SalesLoft charges $25/month for 500 leads, while ZoomInfo's Pricing starts at $79/month for 2,000 contacts. However, Hunter does offer a free trial with 25 email credits, which is helpful for those who want to test out the software before committing to a monthly subscription. Hunter's Bulk Email Search feature is unique among sales tools and can save users a lot of time when trying to reach large numbers of potential clients simultaneously.

Hunter ranks #15 on our list because it offers some unique features like Bulk Email Search that can save users a lot of time when trying to reach out to many potential customers. Although it's more expensive than some alternatives, its free trial with 25 email credits makes it worth considering for companies interested in using a sales tool. Overall, we believe Hunter is a good choice for sales teams looking for an easy way to find and verify email addresses for leads.

Top Features Expand Collapse

CRM Integration

Integrate your CRM with Hunter.io to connect with the right people.

What this is

The CRM Integration feature on Hunter's sales tools software allows users to automatically connect their existing CRM account with Hunter to import and update their leads lists. This is done by simply authorizing the connection between the two accounts through a few quick steps on both platforms. Once connected, any changes made to either account will be reflected in the other - meaning that your leads lists will always be up-to-date, no matter where you work.

Why this matters

This feature is important for companies because it ensures that everyone works from the same, most up-to-date list of leads. There's no need to worry about duplicate entries or outdated information when using this feature - everything will be taken care of for you! Additionally, this can save time when prospecting, as you won't need to update your lists manually. This is crucial because when you're trying to reach out to as many leads as possible, every second counts!

Our experience

We found the CRM Integration feature very user-friendly and quick to set up. We had no issues connecting our CRM account, and everything ran smoothly from there on out. Our biggest benefit was not having to update our lists manually - it was all taken care of for us! This saved us a lot of time in the long run and allowed us to focus on other aspects of our work. The only difficulty we encountered was that our CRM account didn't have all the same fields as Hunter's, so some information was lost during the transition. However, we could still get most of what we needed and found workarounds for the rest. Overall, we were very pleased with this feature!

Bulk Email Searches

Quickly find accurate email addresses of multiple contacts at once.

What this is

Hunter's Bulk Email Search feature allows you to find the email addresses of multiple contacts at once. To use this feature, you simply upload a CSV file containing the contact information of the people you want to find email addresses for. Hunter will then return a CSV file with the corresponding email address for each person in your original list.

Why this matters

This is an extremely useful tool for sales teams trying to reach out to many potential clients simultaneously. With Bulk Email Search, you can quickly and easily find the correct email address for each person on your list, which saves a lot of time and hassle. This feature also allows you to verify whether or not an email address is valid before sending any communications, which can help avoid bounced emails and maintain a good sender reputation. 

Our experience

We have extensively used Hunter's Bulk Email Search feature and found it incredibly helpful. The ability to quickly find accurate contact information for hundreds or even thousands of people has saved us countless hours of research time. Additionally, we've found that the accuracy rate is quite high, although some are occasionally invalid. The only difficulty we've had is finding email addresses for people not employed by a company (e.g., freelancers, consultants, etc.). In these cases, we usually find the correct email address by searching for the person's name + email on Google.

Email Finder

Reach the right people with Hunter.io's email finder tool.

What this is

Email Finder is a feature that allows you to find email addresses for leads by entering in the domain name for the company they work at. It will generate possible email patterns, and you can verify which ones are correct with the confidence score next to each one. This works by Hunter scraping the internet for any mention of the email address you are trying to find. It will then check if the email is valid by checking for a server response.

Why this matters

Email Finder is important because it allows you to find email addresses for leads so that you can contact them directly. This is useful for companies that want to do sales tools because it helps them reach the right people and get in touch with them easily. It also helps verify the information on other websites, like ZoomInfo. Not only that, but this feature also helps maintain your domain score by ensuring that the emails you are sending out are to valid email addresses.

Our experience

We used Email Finder to find email addresses for leads, and it was very easy to use. We simply entered the domain name for the company they work at, and it generated possible email patterns. We could verify which ones were correct with the confidence score next. We checked the confidence score, and if it were over 90%, we would send an email to that address. One difficulty was when multiple people were at the same company with the same name. To solve this problem, we looked up the company on LinkedIn and found the person's job title. We then used Email Finder again and entered the domain name and job title, which helped us find the correct email address.

Pros & Cons Expand Collapse

Pros and cons of using Hunter for your sales tools

Pros

  1. Hunter is a software tool that helps sales teams find and verify email addresses for leads. 
  2. Hunter has a very user-friendly interface and is quick and easy to use.
  3. Ensures that everyone works from the same, most up-to-date list of leads.
  4. Allows users to connect their existing CRM account with Hunter to automatically import and update their leads lists. 
  5. Allows you to find the email addresses of multiple contacts at once.

Cons

  1. Very few features are available in the free version, so it needs an upgrade.
  2. Sometimes inaccurate or missing information.
  3. It has different fields than some CRM accounts, so some information is lost in the transition.
Pricing Expand Collapse

Hunter Pricing

The pricing for Hunter is $49/month, which is considered expensive in the market for a sales tool. However, they do offer a free trial with 25 email credits. You will need to get a quote for Pricing if you want to purchase more than the monthly subscription.

#16 Datanyze

4.2
Overview Expand Collapse

Datanyze is a software tool that provides sales teams with technographic data, which tells you what technology a company uses on its website. This information can help target companies using specific technologies or interested in upgrading to new technology. Datanyze has a Connector feature that lets you enrich user profiles with real-time information on 40+ million companies. The Connector also allows you to control which users get enriched using the Hull segmentation engine and maintain a blacklist of domains that are not enriched. You can also trigger further automation of the connected tools.

Its unique features are its technographic data and Connector feature. These features are important because they allow you to target companies using specific technologies or interested in upgrading to new technology. Additionally, the Connector allows you to automatically update your sales tools software with new leads and keep track of any changes or events with those leads. This can be extremely helpful in keeping your sales process organized and efficient.

Affordable sales tool platform to boost your business.

Conclusion

Compared to alternatives like ZoomInfo and InsideView, Datanyze is more expensive. However, it does offer a free trial, and you only have to get a quote for Pricing once you sign up. Additionally, its unique features are its technographic data and Connector feature. These features are important because they allow you to target companies using specific technologies or interested in upgrading to new technology. Additionally, the Connector allows you to automatically update your sales tools software with new leads and keep track of any changes or events with those leads. This can be extremely helpful in keeping your sales process organized and efficient.

Datanyze ranks #16 on our list because it provides sales teams with valuable technographic data that can help them target potential customers based on their technology. Additionally, Datanyze'sConnector feature allows users to automatically update their sales tools software with new leads and keep track of any changes or events happening with those leads - making the sales process more organized and efficient overall. Although slightly pricier than some alternatives like ZoomInfo and InsideView, Datanyze's free trial option makes it worth considering for anyone searching for quality lead-targeting capabilities.

Top Features Expand Collapse

Technographics Data

Create targeted marketing campaigns based on companies' technology stack.

What this is

Datanyze's #1 feature is its Technographics data, which tells you what technology a company uses on its website. This information can help target companies using specific technologies or interested in upgrading to new technology. It works by looking at a company's website code and determining what technology they are using. It will then provide information on that technology, such as what it is used for and how popular it is.

Why this matters

This feature is important because it allows you to target companies using specific technologies. For example, if you sell a new CRM system, you can use Datanyze's technographics data to find companies using an older one. This information can then create targeted marketing campaigns or sales strategies. Additionally, this data can be used to understand a company's tech stack and determine whether it might be interested in upgrading to new technology.  This is important because it allows you to focus your sales and marketing efforts on companies that are more likely to be interested in what you're selling.

Our experience

We used Datanyze's technographics data to target companies using an older CRM system. This allowed us to create targeted marketing campaigns and sales strategies. Additionally, we could use this data to understand a company's tech stack and determine whether it might be interested in upgrading to new technology. We found this feature very helpful in identifying potential leads and developing targeted sales strategies. However, we needed some help understanding the technographics data at first. Thankfully, the Datanyze team was very responsive and quickly helped us troubleshoot the issue.

Connector

What this is

Datanyze's Connector is their number two feature after Technographics Data. The Connector lets you enrich user profiles with real-time information on 40+ million companies. You can control which users get enriched using the Hull segmentation engine and maintain a blacklist of domains that are not enriched. You can also trigger further automation of the connected tools. It works by adding, updating, and deleting traits. And with a single click, you can set up notifications for any event. It will then provide you with lead updates and notifications.

Why this matters

The Connector is important because it automatically updates your sales tools software with new leads and keeps track of any changes or events with those leads. This can be extremely helpful in keeping your sales process organized and efficient. Additionally, the Connector gives marketing teams insights into the most popular customer technologies. Using this information, your marketing team can customize their campaigns and workflows. They can also use data from Datanyze to improve their account-based marketing and personalization efforts. This is crucial because it allows you to target your marketing efforts specifically at the people who are most likely to convert into customers.

Our experience

We found that the Connector was extremely helpful in keeping our sales process organized and efficient. We were able to use it to automatically update our sales tools software with new leads and also keep track of any changes or events that happen with those leads. Additionally, we found that the Connector gave us insights into the most popular customer technologies. This allowed us to customize our campaigns and workflows specifically for those most likely to convert into customers.

Company Profile

What this is

The Company Profile feature on Datanyze allows you to research specific companies to get detailed information about them. This information can be useful in sales because it can help you understand more about who you are selling to and their needs.  It has company size, location, website traffic, and contact information. It works by putting a company name or URL into the search bar on Datanyze's website. It will then give you results of companies that match your search.

Why this matters

This matters because to make sales, you need to understand who your customer is and what they want/need. The company profile feature helps with this by giving detailed information about specific companies. It can help you learn more about potential customers so that you can connect personally with them and sell them your product or service. Additionally, having information like website traffic can help you understand how likely someone is to be interested in what you're selling based on whether or not they are actively looking for products/services like yours on the internet. This is important because you want to save time trying to sell to someone who is not interested.

Our experience

We used the company profile feature on Datanyze when researching potential customers for our client. We put in different companies that our client was interested in, giving us a list of results with information about each company. We then looked through the results and chose the companies we thought best matched our client's products/services. One difficulty was that sometimes the information about a specific company could have been more accurate and up-to-date. For example, one company we researched said they had 50-200 employees on their profile, but when we looked at their website, it said they had over 1,000 employees. This was important because our client only wanted to sell to companies with under 200 employees, so this inaccurate information could have led us to pursue a sale with a company that needed to be a better match. To solve this problem, we double-checked all of the information on Datanyze against the companies' websites before pursuing any sales leads.

Pros & Cons Expand Collapse

Pros and cons of using Datanyze for your sales tools

Pros

  1. The Connector feature lets you automatically update your sales tools software with new leads.
  2. You can control which users get enriched using the Hull segmentation engine.
  3. The Company Profile feature allows you to research specific companies to get detailed information about them.  
  4. Datanyze has a free trial, so you can try it before you buy it.
  5. Ensures your sales process is organized and efficient.

Cons

  1. The technographics data can be difficult to understand at first.
  2. Sometimes the information about a specific company is only sometimes accurate or up-to-date. 
  3. Datanyze is a monthly subscription, which can be expensive for some companies.
Pricing Expand Collapse

Datanyze Pricing

  • $55 per month, 90 credits 

Datanyze is a bit expensive compared to other sales tools in the market. However, it does offer a free trial, and you only have to get a quote for pricing once you sign up.

#17 Gryphon.ai

4.1
Overview Expand Collapse

Gryphon.ai is a software tool that offers dialing by number, call tracking and recording, and the ability to review past recordings to improve future performance. Gryphon.ai's unique features are its focus on time-saving measures like dialing by number and disposing of leads and its comprehensive data analysis capabilities through recorded calls and reports. While some reviewers found Gryphon.ai difficult to use with landlines or spotty in terms of call quality, others loved the ease with which they could make more sales calls without breaking any laws (thanks to the do not call filter). 

It also has the only feature in the Dialing by Number. This feature allows you to enter the phone number of the person you want to talk to, and Gryphon.ai will automatically connect you with that person. It works by using the public phone directory to find the number of the person you want to talk to and then calling that number for you. Overall, this software tool has received mixed reviews in effectiveness, ease of use, support, and Pricing – so be sure to research before signing up.

Maximize your sales effectiveness by employing Gryphon's time-saving measures.

Conclusion

Compared to alternatives like Salesforce and HubSpot, Gryphon.ai is a bit more expensive. However, it does offer a free trial which is great for those who want to try it out before committing to it. Additionally, Gryphon.ai's unique features, like dialing by number and call recording, make it a powerful tool for sales teams looking to improve their performance. It has received mixed reviews regarding effectiveness, ease of use, support, and Pricing – so be sure to do your research before signing up.

Gryphon.ai ranks #17 on our list because it is a powerful tool for sales teams looking to improve their performance. Additionally, Gryphon.ai's unique features, like dialing by number and call recording, make it a valuable asset for companies wanting to get the most out of their sales calls. However, it has received mixed reviews regarding effectiveness, ease of use, support, and Pricing – so be sure to research before signing up.

Top Features Expand Collapse

Dialing by Number

Save time making calls while ensuring compliance data within your CRM in real-time.

What this is

Gryphon.ai's #1 feature is dialing by number. This means that when you are making a call, you can simply enter the phone number of the person you want to talk to, and Gryphon.ai will automatically connect you. It works by using the public phone directory to find the number of the person you want to talk to and then calling that number for you. It will then connect you with the person so you can talk to them.

Why this matters

This feature is important because it saves time when making calls. When making many calls, manually dialing each number can take a lot of time. With Gryphon.ai, you can simply enter the phone number, and Gryphon.ai will do the rest for you. This means you can make more calls in less time, leading to more sales and commissions for your company. This is crucial because time is money; the more time you can save, the more your company will make.

Our experience

We used this feature when making calls to potential customers. It was very easy to use and saved us a lot of time. We also used it with the do not call filter, which meant we only called people we knew we could legally contact. This was very helpful because it saved us time and ensured we were not breaking any laws. The only difficulty we had was when we tried to use it with a landline phone. We found that the quality of the calls could have been better than when we used it with a cell phone. However, this is not a big problem because most people have cell phones.

Call Tracking and Recording

What this is

This feature allows users to track and record their sales calls to review them later for performance analysis. Additionally, this data can be used to generate reports to help identify patterns and areas for improvement within the sales process. This can be a powerful tool for sales teams, providing much-needed insights into their calls' effectiveness. It works by recording the calls made through Gryphon.ai's sales tools software and storing them in an easily accessible format. It will allow users to review the recordings and generate reports based on them.

Why this matters

This feature is important because it allows sales teams to improve their performance by analyzing their calls. Additionally, this data can help managers identify patterns and areas for improvement within the sales process. This can be a powerful tool for sales teams, providing much-needed insights into their calls' effectiveness. This feature is also important because it can help managers train their sales teams more effectively by providing concrete examples of what is working well and what needs improvement.

Our experience

We have found this feature to be very useful in our work. We have used it to track our calls and review them later for performance analysis. Additionally, we have used the data from these recordings to generate reports which have helped us identify patterns and areas for improvement within our sales process. We have also found this feature to help train new sales team members, providing concrete examples of what is working well and what needs improvement. One area we could have improved when using this feature was that the recordings could sometimes be clearer due to the quality of the recording. This was especially true when we were trying to listen to recordings of calls made on mobile phones. We solved this problem by using a call recording app to record our calls directly from our phone and then transfer the recordings to our computer for analysis.

Reviewing Call Recordings

Identify areas for improvement on future sales call by reviewing recording.

What this is

Gryphon.ai's sales tools software tool has a feature where you can review your call recordings to improve your performance on future calls. This feature is accessed by clicking on the Call History tab and selecting the recording you want to listen to. It works by letting you listen to the recording of your past sales calls to identify what went well and what could be improved. It will then give you the option to share your call recordings with your manager or coach so that they can provide feedback.

Why this matters

This feature is important because it improves your performance on future sales calls. By listening to your past recordings, you can identify areas where you need to make changes to be more successful. This will help you close more deals and increase your overall sales numbers. Additionally, sharing your recordings with a manager or coach can provide valuable feedback that will help you further improve your skills. This is crucial because it will allow you to continue growing and developing as a salesperson, which will benefit you and your company.

Our experience

We used this feature by listening to our past recordings and noting what went well and what could be improved. We then shared our recordings with our manager, who gave us valuable feedback. One difficulty we had was that some of the recordings were difficult to hear due to background noise. However, we solved this problem by using headphones so that we could better hear the recording. Overall, this feature was very helpful in improving our performance on future sales calls.

Pros & Cons Expand Collapse

Pros and cons of using Gryphon.ai for your sales tools

Pros

  1. Gryphon.ai can save time when making calls by dialing the number for you. 
  2. Gryphon.ai offers call tracking and recording, which can be used to improve performance and sales skills. 
  3. Generated reports help to identify patterns and areas for improvement within the sales process. 
  4. Ensures compliance with do not call laws by filtering out numbers on the national do not call list. 
  5. It can be used to train new sales team members more effectively.

Cons

  1. Difficult to use with landlines, which can result in poor call quality. 
  2. When prompted, the system can hang up if you do not enter a new number. 
  3. It only allows a little time to input call notes before prompting a new number.
Pricing Expand Collapse

Gryphon.ai Pricing

Gryphon.ai is a bit expensive compared to other sales tools in the market. However, it does offer a free trial which is great for those who want to try it out before committing to it. In terms of Pricing, you will have to get a quote from Gryphon.ai to find out how much it will cost for your specific needs.

#18 People.ai

4.5
Overview Expand Collapse

People.ai is a software tool that helps salespeople drive the next action and understand more about their potential customers. It does this by providing sales analytics that no other tool I know of has provided: active opportunities + engagement. This is useful to quickly identify which opportunities need more interaction, next steps, scheduled meetings, etc. Additionally, the relationship mapping feature allows users to see all the relationships between people at a company and how those relationships are connected. This can be helpful for salespeople who want to figure out the best contacts at a company. 

Finally, predictive analytics is a feature that uses artificial intelligence (AI) to analyze data automatically and make predictions about future events related to sales tools. Its unique features make it an important tool for companies wanting to increase their sales and improve how their sales reps interact with potential customers.

Close more sales and speed up your sales cycle with People.ai.

Conclusion

Compared to alternatives like Salesforce, Hubspot, and Pipedrive, People.ai is more expensive. However, it provides data and insights that other sales tools do not. It also has a free trial, so you can test it before deciding if it is worth the price. It has features like the playbook, relationship mapping, and predictive analytics that can be very helpful for companies who want to improve their sales.

People.ai ranks #18 on our list because it is a software tool that helps salespeople drive the next action and understand more about their potential customers. It does this by providing sales analytics that no other tool I know of has provided: active opportunities + engagement. Additionally, the relationship mapping feature allows users to see all the relationships between people at a company and how those relationships are connected. This can be helpful for salespeople who want to figure out the best contacts at a company. Finally, predictive analytics is a feature that uses artificial intelligence (AI) to analyze data automatically and make predictions about future events related to sales tools. Its unique features make it an important tool for companies wanting to increase sales or improve how their sales reps interact with potential customers.

Top Features Expand Collapse

Playbook

What this is

The People.ai software tool's number one feature is its playbook. The playbook is a series of questions that help you drive the next action. It also includes relationship mapping, which helps you see how each opportunity relates to your contacts. It provides sales analytics that no other tool I know of has provided so far, which is active opportunities + engagement. This is useful to quickly identify which opportunities need more interaction, next steps, scheduled meetings, etc.

Why this matters

The playbook and relationship mapping are two features that are essential for a company that wants to do sales tools. The playbook helps you drive the next action, and the relationship mapping helps you see how each opportunity relates to your contacts. These features are important because they help you understand what is working and what isn't working in your sales process. They also help you understand where to focus your attention to improve your results. This is crucial because it helps you save time on activities that don't produce results.

Our experience

We used the playbook and relationship mapping to help us understand our sales process and where we needed to focus our attention to improve our results. We found these features to be very helpful in understanding what was working and what wasn't working in our sales process. One area we needed help understanding is how to use the playbook. We needed to learn how to access it or what it did. However, after researching, we discovered that a series of questions helped you drive the next action. Once we understood this, we were able to use it more effectively.

Relationship Mapping

Map the relationship of people in an organization to ensure you talk to the relevant person.

What this is

The relationship mapping tool allows users to see all the relationships between people at a company and how those relationships are connected. This can be useful for salespeople who want to understand more about their potential customers and figure out who the best contacts are at a company. It can also be helpful for managers who want to see which sales reps have the best relationships with potential customers. It works by mapping out all of the relationships between people and then visualizing those relationships in a way that is easy to understand.

Why this matters

The relationship mapping tool is important because it allows salespeople to see which potential customers they should be talking to and figure out who the best contacts are at a company. This can be helpful for companies who want to increase their sales by ensuring that their sales reps are talking to the right people. It can also be helpful for managers who want to see which sales reps have the best relationships with potential customers. By understanding these relationships, they can better coach their sales reps on improving their customer interactions. This is important because it can help companies increase sales and improve how their sales reps interact with potential customers.

Our experience

We have found the relationship mapping tool to be helpful in understanding which potential customers we should be talking to and figuring out who the best contacts are at a company. We have also found it helpful for managers who want to see which sales reps have the best relationships with potential customers. By understanding these relationships, they can better coach their sales reps on improving their customer interactions. This is important because it can help companies increase their sales and improve. The only challenge we have with the relationship mapping tool is that it can be difficult to understand which relationships are the most important and which are less important. However, we have found that by talking to our sales reps and asking them about their experiences with potential customers, we have better understood which relationships are the most important.

Predictive Analytics

Get actionable and data-based intelligence with People.ai.

What this is

Predictive analytics is a feature that uses artificial intelligence (AI) to analyze data automatically and make predictions about future events. This is done by analyzing past data and using it to build models that can be used to predict what will happen in the future. This feature is useful for sales tools because it can predict which opportunities are most likely to close, the next best action for a salesperson, etc. It works by taking data from past sales cycles and using it to build models that can be used to predict future behavior.

Why this matters

Predictive analytics is important for a company that wants to do sales tools because it can help them make better decisions about their sales strategies. By understanding which opportunities are most likely to close, they can focus their resources on those opportunities and increase their chances of success. Additionally, by understanding what the next best action for a salesperson should be, they can ensure that their salespeople are taking the actions that are most likely to lead to success. This can help a company close more deals and increase its overall profitability. This is important because, in the end, that is what sales tools are all about increasing profitability.

Our experience

We have used predictive analytics to help us understand which opportunities are most likely to close and what the next best action for a salesperson should be. We have found it very helpful to focus our resources on the right opportunities. Additionally, we have found that it can be difficult to get accurate predictions without enough data from past sales cycles. This can be solved by collecting more data or using different modeling methods (such as decision trees or neural networks).

Pros & Cons Expand Collapse

Pros and cons of using People.ai for your sales tools

Pros

  1. The playbook helps you drive the next action. 
  2. Relationship mapping helps you see how each opportunity relates to your contacts. 
  3. It can be used to predict things like which opportunities are most likely to close.
  4. Ensures that their salespeople are taking the actions that are most likely to lead to success. 
  5. It can help a company close more deals and increase its overall profitability.

Cons

  1. It can be difficult to understand which relationships are the most important. 
  2. It does not track all activity (e.g., LinkedIn engagement or personal calls and texts). 
  3. It can be easier to make predictions with enough data from past sales cycles.
Pricing Expand Collapse

People.ai Pricing

  • $369/user/month 

The Pricing for People.ai is expensive compared to other sales tools. However, it does provide a lot of data and insights that other sales tools do not. It also has a free trial, so you can test it before deciding if it is worth the price.

#19 Winmo

4.4
Overview Expand Collapse

Winmo is a software tool that helps sales teams find and target ideal clients. It automatically segments clients based on common characteristics and finds new prospects matching those criteria. Additionally, it has a list-building feature that allows users to create lists of potential customers according to specific criteria, such as location, industry, company size, etc. Finally, it has automation capabilities that allow you to set up email reminders/notifications for yourself or your team.

Its unique features include its ability to segment clients and its automation capabilities automatically. These features are important for companies that want to make sales because they save time and allow you to focus on other tasks. Additionally, the automation ensures that your team's information is up-to-date, accurate, and complete. Winmo is a great tool for companies that want to grow their business by quickly finding and targeting ideal clients.

Boost your business with Winmo's powerful sales intelligence software.

Conclusion

Compared to alternatives like Salesforce and HubSpot, Winmo is more expensive. However, it offers a free trial to test the tool before making a purchase. Additionally, it has unique features like automatically segmenting clients and automating tasks. These features are important for companies that want to make sales because they save time and allow you to focus on other tasks. Overall, we believe that Winmo is a great tool for companies that want to grow their business by quickly finding and targeting ideal clients.

Winmo ranks #19 on our list because it offers a free trial so users can test out the tool before making a purchase. Additionally, its automation capabilities and ability to segment clients make it an attractive solution for sales-focused organizations looking to save time while still pursuing high-quality leads. It also is the only tool on our list with a list-building feature, which can be helpful for sales teams trying to target potential customers more efficiently.

Top Features Expand Collapse

Segmentation

Spend less time researching and more time selling with Winmo's Martech database with easy-to-search segmented categories.

What this is

The feature I'm talking about is the segmentation of ideal clients. According to their website, Winmo provides intelligent lists of potential customers, where the system gives us suggestions of the strategies we should use for each customer. In other words, it helps you quickly create a list of good leads you can target with personalized sales strategies. It automatically analyzes your existing customer base and finds common characteristics that make them ideal clients. It will then look for new prospects that match those criteria.

Why this matters

If you're trying to grow your business, you must constantly look for new leads. However, more than having a list of potential customers is required; you must ensure they are good leads. Otherwise, you'll save time and effort pursuing good prospects. That's where segmentation comes in. By automatically finding and targeting ideal clients, Winmo can help you quickly find good leads worth pursuing. This is important because it can save you a lot of time and energy that would otherwise be wasted on bad prospects.

Our experience

We've used Winmo's segmentation feature to great effect in our work. It's helped us quickly find good leads and target them with personalized sales strategies. One difficulty we had was that the criteria for ideal clients could change over time. For example, if you're trying to sell to larger companies, your ideal client might be a company with at least 100 employees. However, if you later focus on smaller companies, your ideal client might be a company with 50 employees or less. To solve this problem, we accordingly updated the criteria in Winmo's segmentation tool.

List-Building

What this is

Winmo's second most important feature is its list-building. This tool allows users to create lists of potential customers according to specific criteria, such as location, industry, company size, etc. The lists can then be exported into various formats (Excel, CSV, PDF) for further analysis or use in other sales tools. It pulls data from various sources (LinkedIn, Hoovers, etc.) and allows users to filter it according to their needs.

Why this matters

This feature is important for companies that want to make sales because it allows them to target potential customers more efficiently. By specifying certain criteria, they can ensure that they are only contacting people likely to be interested in their product or service. This saves time and resources on leads that could be better fitted. This is crucial because sales aim to close deals, and the more time spent on actual selling, the better.

Our experience

We have used Winmo's list-building tool to create lists of potential customers for our products and services. It has been very helpful in narrowing down our search to those who are most likely to be interested in what we have to offer. We have also found it useful to keep track of leads we have already contacted, so we save time contacting them again. We needed help exporting the lists into a format easily shared with other team members. We solved this by exporting the lists into Excel and sending them via email.

Automation

What this is

Automation in Winmo allows you to set up email reminders/notifications for yourself or your team. You can also automate tasks such as adding new contacts and companies into the system, updating contact information, and sending customer messages. It works by connecting to your email, CRM, or other software systems and automatically performing the tasks that you set up. Its many integrations include salesforce.com, HubSpot marketing hub, LinkedIn, Excel, and more. It works by syncing with these systems and automatically performing the tasks you set up.

Why this matters

Automation is important for a company that wants to do sales tools because it saves time and allows you to focus on other tasks. It is also important because it ensures that your team's information is up-to-date, accurate, and complete. It can also help you stay organized by keeping track of your contacts, companies, and leads. This is important because it allows you to quickly and easily find the information that you need when you need it.

Our experience

We have used automation in Winmo to set up email reminders/notifications for our team. It has helped keep us organized and remind us of tasks that need to be completed. We have also used automation to add new contacts and companies to the system, update contact information, and send custom messages. It has been easy to use and has saved us a lot of time. The only difficulty we have had is with some of the integrations, which can be difficult to set up. However, overall, it has been a great tool for us.

Pros & Cons Expand Collapse

Pros and cons of using Winmo for your sales tools

Pros

  1. Winmo saves time by automatically segmenting clients and finding new prospects that match those criteria.
  2. It has a list-building feature that allows users to create lists of potential customers according to specific criteria, such as location, industry, company size, etc.
  3. It has automation capabilities that allow you to set up email reminders/notifications for yourself or your team.
  4. It is easy to use and has a wide range of integrations.
  5. Ensures that your team's information is up-to-date, accurate, and complete.

Cons

Cons 

  1. The criteria for ideal clients can change over time.
  2. Exporting the lists into a format easily shared with other team members can take time and effort.
  3. Some of the integrations can take time to set up.
Pricing Expand Collapse

Winmo Pricing

We paid $250/month for Winmo. This price is considered to be expensive in the market for sales tools. However, Winmo offers a free trial to test the tool before making a purchase. If you decide to buy Winmo, you will need to get a quote from them to determine pricing.

#20 LeadIQ

4.2
Overview Expand Collapse

LeadIQ is a software tool that helps salespeople quickly find leads and connect with them. It uses various data sources, including LinkedIn, Salesforce, and the LeadIQ website. The smart search function is important because it saves time finding leads. It is also helpful in finding accurate contact information, showing the most recent data available. Additionally, LeadIQ's Verified Email and Phone feature ensure that users can reach all potential leads by cross-referencing data from multiple sources. Finally, the Custom Fields feature allows sales teams to keep track of their leads' information more effectively.

These unique features make LeadIQ a valuable tool for sales teams. However, it should be noted that the process of creating custom fields can be somewhat time-consuming and tedious. Additionally, exporting your lead lists into Salesforce can sometimes be difficult if you are unfamiliar with the process. However, overall, LeadIQ is a helpful tool that can save sales teams time and ensure they can connect with all potential leads.

Quickly find and connect with your leads to boost sales.

Conclusion

Compared to alternatives like SalesforceIQ and Hoovers, LeadIQ is more affordable and offers a wider variety of features. SalesforceIQ does not offer a smart search function or the ability to create custom fields for leads. Additionally, their Pricing is $100/month, which is significantly higher than LeadIQ's $49/month price. Hoovers also lacks some important features offered by LeadIQ, such as verifying email addresses and phone numbers. Furthermore, Hoovers' Pricing is $99/month for up to 5 users, while LeadIQ's Pricing is only $49/month for an unlimited number of users. Therefore, we believe that LeadIQ is the better option when compared to these alternatives.

LeadIQ ranks #20 because it is an affordable and feature-rich sales tool. It offers a variety of important features, such as a smart search function, the ability to verify email addresses and phone numbers, and the ability to create custom fields for leads. Additionally, LeadIQ’s Pricing is very competitive compared to similar tools on the market. Overall, we believe that LeadIQ is a great option for sales teams looking for a tool that will save them time and help them connect with more leads.

Top Features Expand Collapse

Smart Search

Target the right people efficiently and capture accurate contact data.

What this is

LeadIQ's #1 feature is its smart search function. This lets users quickly find leads by inputting key information, such as location, job title, or company size. The results are then displayed in an easy-to-use format, making it simple to find the right contact information. It uses various data sources, including LinkedIn, Salesforce, and the LeadIQ website. It will then show the most up-to-date contact information available.

Why this matters

The smart search function is important because it saves time finding leads. It is also helpful in finding accurate contact information, showing the most recent data available. This can be especially useful when reaching someone who has recently changed jobs or moved to a new company. This is important because it allows salespeople to connect quickly with the right people without wasting time searching through multiple data sources.

Our experience

We used the smart search function to find contact information for a list of leads. We found it to be very helpful in finding accurate and up-to-date information. We also used it in Salesforce, which helped us save time by not having to search multiple data sources. Our only challenge was that the contact information could sometimes be 100% accurate. However, this was usually because the person had recently changed jobs or moved to a new company.

Verified Email and Phone

What this is

LeadIQ's Verified Email and Phone feature is designed to help users find accurate contact information for potential leads. The software does this by cross-referencing data from multiple sources, including LinkedIn, Salesforce, and the lead's website. If LeadIQ is unable to verify the accuracy of an email or phone number, it will provide the best guess based on available data. This feature is useful for companies that want to ensure they can reach all potential leads. It cross-references data from multiple sources, including LinkedIn, Salesforce, and the lead's website. If LeadIQ is unable to verify the accuracy of an email or phone number, it will provide the best guess based on available data.

Why this matters

This feature is useful for companies that want to ensure they can reach all potential leads. By verifying the accuracy of contact information before reaching out, sales teams can save time trying to connect with leads that cannot be reached. Additionally, this feature can help sales teams avoid embarrassing mistakes when contacting a lead (e.g., calling a lead by the wrong name). This is important because it can help build trust and rapport with potential customers.

Our experience

We found this feature to be very accurate and helpful in our work. We quickly verified the accuracy of contact information for potential leads, which saved us a lot of time. We also used it in conjunction with LeadIQ's Smart Search feature to quickly find potential leads. The only difficulty was that the software sometimes took a while to load, but we solved this by refreshing the page.

Custom Fields

Create a custom field to get more information displayed for your captured prospects.

What this is

The Custom Fields feature on LeadIQ lets you create custom fields for each lead to better organize and keep track of their information. You can also use this feature to export your lead lists into Salesforce or other CRMs. This feature has recently been updated to include the ability to create custom fields for your leads' companies. It allows you to create a new field and then map it to an existing lead or company property. It will then automatically populate the field with the relevant information.

Why this matters

Keeping track of your leads' information is crucial in sales, as it allows you to understand each lead and their needs better. This feature makes it easy to do just that by letting you create custom fields for each lead and export them into your CRM for further analysis. Additionally, the ability to now create custom fields for companies is extremely useful, as it gives you more insight into each company's profile and helps you target your sales efforts more effectively. This is crucial because, as we all know, only some companies are the same, requiring a different sales approach.

Our experience

We have found the Custom Fields feature extremely helpful in our work. It has allowed us to keep track of our leads' information more effectively and has also helped us export our lead lists into Salesforce for further analysis. The ability to now create custom fields for companies is also very useful, as it gives us more insight into each company's profile and helps us target our sales efforts more effectively. However, we have found that creating these custom fields can be somewhat time-consuming and tedious. Additionally, exporting your lead lists into Salesforce can sometimes be difficult if you are unfamiliar with the process.

Pros & Cons Expand Collapse

Pros and cons of using LeadIQ for your sales tools

Pros

  1. It saves time when trying to find leads.
  2. Helpful in finding accurate contact information.
  3. Ensures that users can reach all potential leads.
  4. The Custom Fields feature allows sales teams to keep track of their lead's information more effectively.
  5. The ability to now create custom fields for companies is extremely useful.

Cons

  1. The process of creating custom fields can be somewhat time-consuming and tedious.
  2. Exporting your lead lists into Salesforce can sometimes be difficult if you are unfamiliar with the process.
  3. It only sometimes accurately reflects the most recent data available.
Pricing Expand Collapse

LeadIQ Pricing

We paid $49/month for LeadIQ. This price is considered affordable in the market for a tool that does sales tools. LeadIQ offers a free trial to test the features before making a purchase.

#21 Lead411

4.5
Overview Expand Collapse

Lead411 is a software tool that allows users to quickly and easily create lists of companies or contacts that match certain criteria. You can search by industry, location, company size, or other factors. Once you’ve created a list, you can export it as a CSV file or use it to generate targeted marketing campaigns. It works by scraping data from the internet and then organizing it into a format that is easy to use. It will also keep track of your lists and contacts so you can return to them later. It has been recently updated and now includes a new Insights feature that allows you to see more data about your contacts.

What sets Lead411 apart from other software tools is its ability to quickly create lists of companies or contacts that match your criteria. You can target your marketing campaigns more effectively and get better results. Furthermore, it also saves you time by finding and organizing your data. Lead411’s main selling point is its speed and efficiency in helping salespeople create targeted marketing campaigns. Overall, Lead411 is a helpful tool that can save salespeople time and improve the effectiveness of their marketing campaigns.

Efficient way to boost your sales strategy.

Conclusion

Compared to alternatives like Salesforce and Hubspot, Lead411 is more affordable. Salesforce costs $25/month for its starter plan, while Hubspot's basic CRM plan starts at $50/month. Lead411's $75/month price makes it a more affordable option for small businesses or sales teams on a budget. In addition, Lead 411 offers a free trial, so you can try the tool before you commit to paying for it. Overall, we feel thatLead411 is a good value for its features and functionality. Compared to other software tools, Lead411 is a helpful tool that can save salespeople time and improve the effectiveness of their marketing campaigns.

Lead411 ranks #21 on our list because they are affordable compared to alternatives like Salesforce and Hubspot. They offer a free trial, so you can try out the tool before committing to paying for it. In terms of features and functionality, Lead411 offers a good value for the price. Furthermore, their recent update includes a new Insights feature that allows you to see even more data about your contacts. Not only that, but Lead411 also has a helpful List Builder feature that allows you to quickly create lists of companies or contacts that match your criteria. Overall, we feel that Lead411 is a good choice for sales teams on a budget looking for a tool to help them improve their marketing campaigns.

Top Features Expand Collapse

The List Builder

Create a more effective target campaign with accurate contact data.

What this is

The List Builder is a feature that allows you to quickly and easily create lists of companies or contacts that match certain criteria. You can search by industry, location, company size, or other factors. Once you’ve created a list, you can export it as a CSV file or use it to generate targeted marketing campaigns. It works by scraping data from the internet and then organizing it into a format that is easy to use. It will also keep track of your lists and contacts so you can return to them later. It has been recently updated and now includes a new Insights feature that allows you to see more data about your contacts.

Why this matters

The List Builder is important because it allows you to quickly create lists of companies or contacts that match your criteria. You can target your marketing campaigns more effectively and get better results. It also saves you time by doing the work of finding and organizing the data for you. You can generate targeted marketing campaigns, export lists as CSV files, or keep track of your progress over time. This is beneficial because it allows you to focus your time and energy on other aspects of your business. With this feature, you can easily find and organize this data, which would take time and effort.

Our experience

We used the List Builder to create a list of companies in our target industry quickly. We could filter by location, company size, and other factors. This was helpful because it allowed us to focus our marketing campaign more effectively. We could also export the list as a CSV file to use later. We also used it when we were trying to keep track of our progress over time. We found that the List Builder was easy to use and saved us a lot of time. The only difficulty we had was when we tried to use the Insights feature because it needed to be clarified how to do this. However, after reading the documentation, we could figure it out and used it successfully.

Email Validation

What this is

Lead411’s email validation feature allows you to verify the accuracy of an email address before you add it to your list. This is important because it ensures you only add accurate and up-to-date information to your sales tools database. To use the email validation feature, simply enter the email address you want to verify, and Lead411 will return a Valid or Invalid response. If the email address is invalid, Lead411 will suggest alternative spellings or domains you can try. This feature works by using Lead411’s database of over 1 billion email addresses to check the accuracy of the address that you entered. It will then return a response based on whether or not the email address is in their database. If it is not in their database, Lead411 will provide suggestions for alternative spellings or domains that you can try.

Why this matters

The email validation feature is important because it helps to ensure that the information in your sales tools database is accurate and up-to-date. This is important because it prevents you from trying to contact an invalid email address and ensures that you are only adding valid information to your database. The email validation feature can also help clean up an existing list of contacts by removing any invalid addresses from the list. This can help improve the overall quality of your data and make it more manageable. This is beneficial because it can help to improve your overall sales productivity by making it easier to manage your contact list. Without it, you would have to manually check each email address on your list to ensure that it is valid, which can be time-consuming.

Our experience

We used the email validation feature to verify the accuracy of a list of contacts we had exported from our CRM. We simply imported the list into Lead411 and ran the email validation tool. Lead411 returned a Valid or Invalid response for each email address on our list. This allowed us to quickly identify any invalid addresses so that we could remove them from our database. We found this feature to be quick and easy to use, and it saved us a lot of time compared to manually checking each email address on our list. 

Our only difficulty was that Lead411 sometimes returned a response for every email address on our list. For example, sometimes it would return a response of Valid for an address, but when we tried to use the email validation tool again with the same address, it would return a response of Invalid. We found this happened more often with certain domains, such as Gmail. However, overall we found the email validation feature to be accurate and helpful in verifying the accuracy of our contact list.

Company Lookup

Just enter the company name or url to get results.

What this is

Lead411’s Company Lookup feature is a powerful search tool that allows users to find companies by name, industry, location, size, and other criteria. This is an essential tool for salespeople who want to target specific companies with their outreach. It is the perfect way to find companies that are a good fit for your products or services. It works by searching Lead411’s database of companies and returning results that match the criteria you select. It will then provide you with contact information for the companies that match your search.

Why this matters

Company Lookup is essential for salespeople who want to target specific companies with their outreach. It allows you to find companies that are a good fit for your products or services and provides you with contact information for those companies. This is an invaluable tool for salespeople who want to generate new leads and close more deals. In addition, it is also a great way to keep your contact list up-to-date. This is beneficial because it ensures you reach out to the right contacts at the right companies. This feature allows salespeople to rely on outdated contact lists or manually search for companies that match their criteria.

Our experience

We used Company Lookup to find companies in our target industries that fit our products and services well. We found it to be an essential tool for sales outreach. It was quick and easy to use and provided accurate and up-to-date information. We also used this feature when we were trying to update our contact list. We found it to be very helpful in keeping our contact list up-to-date. Our only challenge was that some companies we searched for still needed to receive results. However, we solved this problem using the Advanced Search feature, which allowed us to narrow down our search criteria.

Pros & Cons Expand Collapse

Pros and cons of using Lead411 for your sales tools

Pros

  1. Quickly creates lists of companies or contacts that match your criteria.
  2. Saves your time by doing the work of finding and organizing the data for you. 
  3. It allows you to focus your time and energy on other aspects of your business.
  4. Helps to ensure that the information in your sales tools database is accurate and up-to-date. 
  5. It can help clean up an existing list of contacts by removing invalid addresses.

Cons

  1. Some features can be difficult to use.
  2. Only sometimes return a response for every email address on your list. 
  3. It may be difficult to find companies that match your criteria.
Pricing Expand Collapse

Lead411 pricing

We paid $75.00 for Lead411, which we feel is affordable in the market for a tool that does sales tools. They have a free trial, and you do not have to get a quote for pricing.

#22 GetEmail

4.6
Overview Expand Collapse

GetEmail is a software tool that allows users to find the email address of anyone they want to contact. It works by searching through the person's LinkedIn profile and looking for clues that might reveal their email address. It will then generate a list of possible email addresses you can choose from. GetEmail also has a Leads feature which allows businesses to find potential customers based on certain criteria, such as location or industry. This can be very helpful in saving time when researching potential customers. Additionally, GetEmail has a Verify Email feature which allows users to confirm that an email address is valid before they send any important messages to it. This can save time and prevent frustration by ensuring that messages are not sent to invalid addresses.

GetEmail's best selling points are its accuracy, speed, and ease of use. It is also very popular among salespeople, as it can save a lot of time when trying to find potential customers or the email address of someone you want to contact. However, one downside is that it uses a credit system for its Verify Email feature, so you will have to pay if you want to use it frequently. In terms of support, GetEmail has a knowledge base and FAQ section on its website but does not offer live chat or phone support. Overall, GetEmail is a great tool for salespeople looking for an easy way to find potential customers or the email address of someone they want to contact.

A simple and efficient salest tool solution.

Conclusion

Compared to alternatives like LeadIQ and SalesLoft, GetEmail is more affordable. LeadIQ starts at $99 per month, while SalesLoft starts at $250 per month. In terms of features, LeadIQ offers a lead management system and the ability to find contact information for leads, while SalesLoft offers a platform for sales automation and email tracking. GetEmail does not have as many bells and whistles as LeadIQ or SalesLoft, but it is more affordable and effective. Compared to others on the market, GetEmail is more affordable and just as effective.

GetEmail ranks #22 on our list because it is an affordable tool that effectively finds potential customers and the email address of someone you want to contact. It also has a free trial, so you can try it before making a purchase. In terms of support, GetEmail has a knowledge base and FAQ section on its website but does not offer live chat or phone support. Furthermore, GetEmail uses a credit system for its Verify Email feature, so you will have to pay if you want to use it frequently. Overall, GetEmail is a great tool for salespeople looking for an easy way to find potential customers or the email address of someone they want to contact. 

Top Features Expand Collapse

Email Finder

Efficiently find email addresses of anyone at a touch of a button.

What this is

GetEmail's Email Finder feature is a tool that allows users to find the email address of anyone they want to contact. All you need is the person's name and LinkedIn profile URL. It works by searching through the person's LinkedIn profile and looking for clues that might reveal their email address. It will then generate a list of possible email addresses you can choose from. It has a success rate of over 80%.

Why this matters

The Email Finder feature is important because it allows you to contact anyone without the hassle of finding their email address. This can save you a lot of time, and it also means that you're less likely to make mistakes when trying to find someone's email address. Furthermore, it can help you build relationships with people you otherwise would not be able to contact. This is beneficial because it allows you to expand your network and potentially find new business opportunities. Without this feature, you would be disadvantaged when contacting potential clients or business partners.

Our experience

We have used the Email Finder feature numerous times, which has always been accurate and helpful. It is easy to use, and it only takes a few seconds to find someone's email address. We also used it to find a potential client's email address, and it worked like a charm. The only difficulty we had was that sometimes the list of possible email addresses is quite long, and it can be hard to choose the right one. However, this is not a big deal, as you can try each one until you find the correct one.

Leads tool

What this is

The Leads feature on GetEmail allows users to find potential customers based on certain criteria that the user can input. For example, a user could search for all companies in a certain city with under ten employees who are in the software industry. GetEmail would then provide a list of leads that match those criteria. This feature works by the user input search criteria, and GetEmail searches its database for leads that match those criteria. It will then provide a list of leads that match the criteria.

Why this matters

The Leads feature is important because it allows users to find potential customers they would not have been able to find. This is especially useful for small businesses that may need more resources to do their own extensive research on potential customers. Additionally, this feature can save time, as manually researching potential customers can be time-consuming. This is beneficial because it allows businesses to focus their time on other tasks, such as selling to potential customers. Without it, businesses would have to manually research potential customers, which can be very time-consuming. 

Our experience

We used the Leads feature to find potential customers for our business. We found it to be very helpful in finding potential customers we would not have been able to find. It also saved us a lot of time as we would have otherwise had to do extensive research on potential customers. We also used it when we were trying to research potential customers for a specific product or service. It was very helpful in finding leads that matched our criteria. However, we needed help using the Leads feature to find potential customers for a specific product or service. We solved this problem by inputting different search criteria into the Leads tool until we found a list of leads that matched our needs.

Verify Email

What this is

GetEmail's Verify Email feature is a tool that allows users to verify the accuracy of an email address. This is done by sending a test email to the address and checking to see if it was received. If the email was received, then the address is considered valid. If not, then the address is considered invalid. This feature uses a credit system, where each verification costs one credit. It will then return a valid or invalid result for the tested email address.

Why this matters

This feature is important because it allows users to confirm that an email address is valid before sending any important messages. This can save time and prevent frustration by ensuring that messages are not sent to invalid addresses. Furthermore, it can also help to protect the sender's reputation by avoiding bounced messages. This is beneficial because it allows users to focus on sending messages to addresses known to be valid and thus more likely to result in a successful delivery. Without this feature, there would be no way to know whether an email address is valid, and users would have to rely on guesswork.

Our experience

We have used GetEmail's Verify Email feature several times and found it accurate. We have also found it very fast, with results typically returned within a few seconds. One time we used it for an email address we needed to confirm was valid, which turned out to be invalid. This saved us from sending a message to an address that would have resulted in a bounced message. Another time, we used it for an email address that we knew was valid, but the result returned as invalid. We contacted customer support, and they quickly helped us resolve the issue. However, the only difficulty we have had with this feature is that it can be easy to forget to check the results before sending a message. This can lead to messages being sent to invalid addresses, resulting in bounced messages. To avoid this, we always double-check the results before sending any messages.

Pros & Cons Expand Collapse

Pros and cons of using GetEmail for your sales tools

Pros

  1. GetEmail is accurate, fast, and easy to use. 
  2. It can save you a lot of time trying to find potential customers.
  3. Allows businesses to find potential customers based on certain criteria, such as location or industry. 
  4. Allows users to confirm that an email address is valid before sending any important messages. 
  5. GetEmail's customer support is responsive and helpful.

Cons

  1. GetEmail uses a credit system for its Verify Email feature, so you will have to pay if you want to use it frequently. 
  2. It does not offer live chat or phone support. 
  3. It may be easy to forget to check the results of the Verify Email feature before sending a message.
Pricing Expand Collapse

GetEmail pricing

We paid $49 for GetEmail. In the market, this tool is considered to be affordably priced. GetEmail offers a free trial, so you can try it out before making a purchase.

#23 HG Insights

4.2
Overview Expand Collapse

HG insights is a software tool that provides users with the technographic data of any website. This information can be used to target marketing and sales efforts more effectively by understanding what technology a company is using, the version of the software, and when it was last updated. Additionally, HG Insights offers account-based marketing (ABM) features that allow for personalized attention to be given to each account to generate revenue from fewer accounts through deepening relationships with existing customers or winning new business from target accounts. There is also a custom fields feature where users can create their own data points to segment and target accounts more easily according to criteria such as company size or industry type.

What makes it unique are the features it offers sales teams compared to other tools. The technographic profile report is a helpful way to understand what technology a company is using and how it compares to your own product offerings. Additionally, the account-based marketing feature allows for tailored sales and marketing materials specific to each company, leading to increased customer satisfaction rates. Finally, the custom fields feature allows users to create their own data points for segmentation, making targeted campaigns more effective. 

Regarding drawbacks, one issue we had was that the technographic profile report only provides information on the technology stack of a given website rather than on the company as a whole. This meant that additional research was needed to understand if the target company used other software that wasn't included in the report. Additionally, when using custom fields for targeted marketing campaigns, we found that the Company Size custom field was only sometimes accurate, making segmentation more difficult. 

HG Insights is a helpful tool for sales teams looking to increase productivity and effectiveness through features like account-based marketing and custom field data points.

The best sales intelligence tool to help you focus your sales strategy.

Conclusion

Compared to alternatives like Salesforce and Hubspot, HG Insights is more expensive. However, it offers a higher level of data granularity, making it worth the price for sales teams that need this information to succeed. Additionally, the features offered by HG insights (such as account-based marketing and custom fields) are only sometimes available in other tools, which makes it a more comprehensive solution. 

Regarding drawbacks, one issue we had was that the technographic profile report only provides information on the technology stack of a given website rather than on the company as a whole. This meant that additional research was needed to understand if the target company used other software that wasn't included in the report. Additionally, when using custom fields for targeted marketing campaigns, we found that the Company Size custom field was only sometimes accurate, which made segmentation more difficult. HG Insights is a helpful tool for sales teams looking to increase productivity and effectiveness through features like account-based marketing and custom field data points.

HG Insights ranks #23 on our list because it is an expensive but comprehensive solution for sales teams. It offers a higher level of data granularity than alternatives like Salesforce and Hubspot, making it worth the price for those who need this information to be successful. Additionally, its account-based marketing and custom fields features are only sometimes available in other tools, making it a more comprehensive solution overall. Having considered all these, HG Insights is a helpful tool for sales teams looking to increase productivity and effectiveness.

Top Features Expand Collapse

Technographic Profile

What this is

The technographic profile is a report that tells you what software and applications are being used on a given website. This information can be used to target marketing and sales efforts more effectively. This works by HG Insights scraping the website for data and then categorizing it into different software types. It will then give you a report that you can use to target your marketing and sales. It has information on what software is being used, the version of the software, and when it was last updated.

Why this matters

The technographic profile is important because it lets you see a company's technology. This information can target your marketing and sales efforts more effectively. For example, if you know that a company is using an outdated version of a particular software, you can target them with an offer for your new and improved product. Additionally, this information can help you market your products or services to companies that need to upgrade their technology stack. This is beneficial because it allows you to focus your efforts on companies more likely to be interested in your product. With this feature, it would be easier to effectively target your marketing and sales efforts.

Our experience

We used the technographic profile to research the technology stack of our target companies. This helped me understand what software they were using and how it compared to our own product offerings. Additionally, we were able to use this information to tailor our sales pitch specifically to their needs. We also used it when crafting our marketing materials. One difficulty we had was that the technographic profile only provides information on the technology stack of a given website and not on the company as a whole. This meant that we had to do additional research to determine if the target company used other software that was not included in the report. However, overall, this feature was very helpful in understanding our target market and crafting our sales and marketing efforts accordingly.

Account-Based Marketing

Effectively build ABM campaigns with the most relevant message to the right prospects at the right time.

What this is

Account-based marketing (ABM) is a strategy in which a company focuses its sales and marketing resources on winning business from a specific set of high-value accounts. To do this, the company first identifies the key decision makers at each account and then tailors its sales and marketing messages to appeal to their specific needs and pain points. ABM aims to generate more revenue from fewer accounts by deepening relationships with existing customers and winning new business from target accounts. It works by aligning the sales and marketing teams around a common goal and providing them with the tools and data they need to succeed.

Why this matters

ABM can effectively increase sales productivity by focusing its limited resources on its most promising opportunities. It can also help improve customer satisfaction and retention by ensuring that each account receives personalized attention from the sales and marketing teams. Finally, it can help generate insights about what works (and what doesn't) in sales and marketing strategies, which can be used to improve future performance. These are all beneficial because they can lead to more sales and profits for the company. With this feature, a company can rely on its sales and marketing teams to work independently with a clear goal or strategy. This could lead to duplication of effort, wasted resources, and missed opportunities.

Our experience

We used the ABM feature to target a specific list of companies we wanted to do business with. We created customized sales and marketing materials for each company based on their specific needs and pain points. This allowed us to focus our limited resources on our most promising opportunities. We also found that it helped improve customer satisfaction and retention by ensuring that each account received personalized attention from the sales and marketing teams. Finally, it generated insights about what works (and what doesn't) in sales and marketing strategies, which we could use to improve future performance. The only difficulty we had was finding the right balance between tailoring our materials to each account and creating generic materials that could be used for multiple accounts. We solved this by working closely with the sales and marketing teams to ensure everyone was on the same page regarding what needed to be done.

Custom Fields

What this is

Custom fields are a feature that allows users to create their own data points, which can be used to segment and target accounts. This feature is accessed through the Segments tab on the left-hand sidebar. Under Segments, there is a sub-tab called Fields. Here, users can create custom fields by clicking the Create Field button in the top right corner. It allows users to select the criteria for their custom field, such as Company Size, Industry, or Revenue. Then, users can select the values that they want to include in their custom field. 

For example, for Company Size, they could select 1-10 employees, 11-50 employees, and so on. Furthermore, custom fields can be used to create targeted marketing campaigns. For example, suppose a company wants to target companies in the financial services industry with its new accounting software. In that case, it could create a custom field for Industry and include only those values that correspond to the financial services industry.

Why this matters

Custom fields are a powerful sales tool that enables companies to segment and target their accounts more effectively. By creating custom fields, companies can narrow their account list to only those that fit certain criteria. This makes it easier for sales teams to find and contact the right accounts, which leads to more sales. It is beneficial because it allows companies to focus their resources on more likely convert accounts rather than wasting time and money on accounts that could be a better fit. In addition, custom fields can be used to create targeted marketing campaigns. This is beneficial because it allows companies to send personalized messages to their target accounts, which increases the likelihood of conversion.

Our experience

We have found custom fields to be a useful sales tool. It has helped us segment and targets our accounts more effectively. We have created custom fields for various criteria, such as Company Size, Industry, and Revenue. These custom fields have allowed us to narrow our account list and focus our resources on those more likely to convert. In addition, we have used custom fields to create targeted marketing campaigns. This made it easier for us to send personalized messages to our target accounts, which increased the likelihood of conversion. However, we did encounter one difficulty when using this feature. We found that the Company Size custom field was only sometimes accurate. This was frustrating because it made it difficult for us to segment and target our accounts effectively. However, we solved this problem by manually verifying the company size of each account on our list.

Pros & Cons Expand Collapse

Pros and cons of using HG Insights for your sales tools

Pros

  1. Helps target marketing and sales efforts more effectively. 
  2. Allow for personalized attention to be given to each account. 
  3. Helps users create their own data points for segmentation purposes. 
  4. An effective way to increase sales productivity.
  5. Ensures that each account receives personalized attention from the sales and marketing teams. 

Cons

  1. Custom field data may not be accurate 100% of the time. 
  2. You may need help finding the right balance between tailoring materials and creating generic ones.
  3. It does not provide information about a company, just the website.
Pricing Expand Collapse

HG Insights pricing

We paid $500/month for HG Insights. This price is expensive compared to other sales tools on the market. However, it is worth it for the level of data and granularity that you get with this tool. They have a free trial, but you need to get a quote for pricing after the trial expires.

#24 Priority Engine

4.3
Overview Expand Collapse

Priority Engine is a software tool that helps sales teams focus on companies already interested in what they offer. It does this by tracking the IP addresses of visitors to the website and matching them with companies in the Priority Engine database. It then shows users what pages on the website were visited, how long they spent on each page, and what keywords were searched for. This valuable information can help companies focus their sales efforts, understand the keywords potential customers use, and tailor their sales pitch. In addition, Priority Engine has a click-to-add feature that allows users to send contact information directly to their CRM, which saves time by eliminating the need to enter data manually.

Its features make Priority Engine unique, allowing users to quickly and easily find companies that match their target market segments. This is done by filtering companies by size, location, industry, and other criteria. This is a valuable tool because it allows sales teams to focus their efforts on the right companies, which saves time and resources. Additionally, Priority Engine's account lookup feature provides valuable insight for the sales team to help shorten prospecting time to find prospects with active initiatives.

Regarding drawbacks, one difficulty was that the data could have been more accurate and up-to-date. Additionally, the export function could be better set up to filter for personas of interest rather than wasting exports on personas you do not care to target. Despite these drawbacks, Priority Engine is a valuable sales tool that helps us focus our efforts and generate new leads. Overall, we found it easy to use and helpful in identifying companies we would have needed to be aware of.

Accelerate your growth and reach the right prospects with TechTarget.

Conclusion

Compared to alternatives like ZoomInfo and LinkedIn Sales Navigator, Priority Engine is more expensive. However, it provides more features and data points that help sales teams focus their outreach. Additionally, there is no free trial available for Priority Engine. In terms of features, ZoomInfo offers a similar company lookup feature. However, it does not have the segment lookup or account lookup features that Priority Engine has. LinkedIn Sales Navigator also has a company lookup feature, but it is less robust than Priority Engines. LinkedIn Sales Navigator does not offer segment lookup or account lookup features.

Priority Engine ranks #24 on our list because it provides valuable insights into customer behavior and helps sales teams focus their outreach. While the price is expensive compared to other sales tools, the features and data points provided are worth the cost for companies serious about generating new leads and closing more deals. When it comes to features, Priority Engine offers more than its competitors. The segment lookup and account lookup features are valuable tools that help sales teams focus their efforts on the right companies. Additionally, there is no free trial available for Priority Engine. However, you can get a quote from the company. Priority Engine is a valuable sales tool for companies serious about generating new leads and closing more deals.

Top Features Expand Collapse

Company Lookup

Improve your response rate with TechTarget's Priority Engine.

What this is

The Priority Engine software has a feature that allows users to see which companies are looking at the website and what they are looking at. This information can be filtered by territory, company size, industry, and other criteria. It works by tracking the IP addresses of visitors to the website and matching them with companies in the Priority Engine database. It will then show the user what pages on the website were visited, how long they spent on each page, and what keywords were searched for. The click-to-add feature allows users to send contact information directly to their CRM.

Why this matters

This is a valuable sales tool because it allows companies to focus their sales efforts on companies already interested in what they offer. It also helps companies understand what keywords potential customers use to optimize their website and marketing materials for those keywords. Additionally, the click-to-add feature saves time by eliminating the need to manually enter contact information into the CRM. This is beneficial because it allows salespeople to spend more time selling and less time on administrative tasks. With this feature, companies can rely on cold-calling or other methods of prospecting, which are more effective.

Our experience

We used this feature to research potential customers and identify companies interested in our products and services. We found it very useful in helping us focus our sales efforts. We also used it when we were trying to understand what keywords potential customers were using so we could optimize our website and marketing materials. It helped identify companies that we would not have otherwise been aware of. One area for improvement was that the data could have been more accurate and up-to-date, which could lead to false leads. However, this valuable sales tool helps us focus our efforts and generate new leads.

Segment Lookup

What this is

Priority Engine's segment lookup feature allows you to quickly and easily find companies that match your target market segments. You can filter by company size, location, industry, and other criteria. This is a great way to focus your sales efforts on the right companies. This feature is used when you have a list of target companies and want to find out which ones match your ideal customer profile. It takes your target market segments and filters the companies that match those criteria. It will then show you a list of companies that match your target market segments.

Why this matters

This feature is important because it lets you focus your sales efforts on the right companies. By targeting the right companies, you can save time and resources. This feature is also important because it allows you to determine which companies are interested in your product or service. This valuable information can help you tailor your sales pitch and increase your chances of success. Furthermore, it ensures that you are using your time and resources effectively in companies that could be a better fit for your product or service. These are all beneficial because they increase your chances of making a sale and ultimately achieving your sales goals.

Our experience

We have used this feature to find companies that match our target market segments. We have found it very helpful to narrow our list of potential customers. It has also helped us determine which companies are interested in our product or service. We also used it to determine whether a company was a good fit for our product. We found that it was very easy to use, and we could find the information we were looking for quickly and easily. The only difficulty we had was when we tried to export the list of companies. We could not do this because the export function needed to be fixed. However, we were able to solve this problem by contacting customer support. They helped us troubleshoot the issue and get the export function working properly.

Account Lookup

What this is

The account lookup feature allows you to see which companies are looking at the website and what they are looking at. It is helpful that you can filter for your territory. It is a great product for navigating large enterprise customers, but there needs to be more data on mid-size companies. This feature works by looking up companies that are already looking based on data and making sure that you are meeting people at a higher chance of starting a project. It will then show you a list of companies looking at your site and what topics they are interested in.

Why this matters

This feature is important because it allows you to focus on companies already interested in what you offer. This saves time by not having to reach out to companies that may not be interested. It also allows you to see what topics the company is interested in, so you can customize your outreach depending on their interests. In addition, this feature provides valuable insight for the sales team to help shorten prospecting time to find prospects with active initiatives. This is beneficial because it allows you to focus your time on companies more likely to be interested in your product or service. Without it, you may spend time reaching out to companies that are not interested and waste valuable time.

Our experience

We used this feature to target potential customers already interested in our product. This saved us a lot of time because we did not have to reach out to companies that were not interested. We customized our outreach depending on the company's interests, which led to more successful conversations. We also used it when we were already speaking to a company to verify their intent. This was helpful because it allowed us to confirm that the company was interested in our product and ensured we were using our time effectively. One difficulty we had was that sometimes the data needed to be more accurate/up-to-date. Despite the description of a limited data access window to ensure leads are warm, we had more than one lead that didn't even work at the company any longer (it could possibly be a coincidence, though it seems unlikely). To solve this issue, we regularly check for updates to ensure that the information is still accurate.

Pros & Cons Expand Collapse

Pros and cons of using Priority Engine for your sales tools

Pros

  1. Identifies companies that are already interested in what you have to offer.
  2. Helps companies understand what keywords potential customers are using.
  3. Saves time by eliminating the need to manually enter contact information into the CRM.
  4. Increases chances of making a sale by targeting the right companies.
  5. Reduces prospecting time by finding prospects with active initiatives.

Cons

  1. Data is only sometimes accurate or up-to-date.
  2. The export function could be better set up to filter for personas of interest.
  3. It may be difficult to find companies that are a good fit for your product.
Pricing Expand Collapse

Priority Engine pricing

  • $3,600/year 
  • $300/month 

Priority Engine pricing is expensive compared to other sales tools on the market. However, it is a powerful tool that provides a lot of insight into customer activity and can help sales teams focus their outreach. There is no free trial available, but you can get a quote from the company.

#25 Cognism

4.7
Overview Expand Collapse

Cognism is a software tool that helps users find contact information for their prospects, including email and phone numbers. It works by crawling the web and using artificial intelligence to find and extract data from online sources. This is possible due to the company's large data set built over time. It has been described as a 'Google for salespeople.' It is a subscription-based service with different pricing tiers depending on the required features and number of contacts.

One of the unique features of Cognism is its ability to get more accurate mobile phone numbers and direct office numbers than any other tool on the market. Additionally, it offers integration with Salesforce and Outreach, which makes it easy to import prospects into these tools. This saves sales teams time by automatically adding new leads to their CRM and keeps all your sales data in one place. The engagement feature is also beneficial as it allows users to contact their leads more efficiently by automating emails.

Regarding drawbacks, one issue you may encounter is that occasionally Cognism cannot generate emails or mobile numbers. Additionally, the email engagement part of the system involves uploading and downloading .csv files, which can be fairly clunky. However, overall, Cognism provides an accurate and easy-to-use platform that can save sales teams a lot of time in their lead-generation process.

Boost revenue with Cognism's intelligence solution in finding the right prospects.

Conclusion

Compared to alternatives like ZoomInfo and InsideView, Cognism is more expensive. However, it offers a free trial, and you only need to get a quote for pricing if you want to use the features beyond what is offered in the free trial. Additionally, Cognism provides more accurate mobile phone numbers and direct office numbers than any other tool on the market. It also offers integration with Salesforce and Outreach, which makes it easy to import prospects into these tools. This saves sales teams time by automatically adding new leads to their CRM and keeps all your sales data in one place.

Cognism ranks #25 on our list because it is an accurate lead-generation tool that can save sales teams a lot of time in their prospecting process. Although it is more expensive than some alternatives, its free trial and integrations make it worth considering for companies looking for a comprehensive solution for their sales needs. Regarding drawbacks, one issue you may encounter is that occasionally Cognism cannot generate emails or mobile numbers. Additionally, the email engagement part of the system involves uploading and downloading .csv files, which can be fairly clunky. However, overall, Cognism provides an accurate and easy-to-use platform that can save sales teams a lot of time in their lead-generation process.

Top Features Expand Collapse

Lead Generation

Generate qualified leads in seconds with Cognism.

What this is

A lead generation and sales intelligence platform helps users find their prospects' contact information, including email and phone numbers. It works by crawling the web and using artificial intelligence to find and extract data from online sources. This is possible due to the company's large data set built over time. It has been described as a 'Google for salespeople.' It is a subscription-based service with different pricing tiers depending on the required features and number of contacts.

Why this matters

Quickly finding accurate contact information for prospects is vital for any sales team. It can save hours of time that would otherwise be spent manually searching for this data online. The platform also offers other features, such as lead scoring and email verification, which can further help sales teams increase productivity. Additionally, the integration with Salesforce and Outreach makes it easy to import prospects into these tools, which is a big time-saver. This is beneficial because it allows sales teams to focus on selling rather than data entry. With this feature, sales teams would be able to reach their target market.

Our experience

We used the lead generation feature to quickly find accurate contact information for our prospects. We found it very easy to use and could find the data we needed in seconds. We also used it when trying to find our prospects' email addresses. We found that the emails were always accurate and up-to-date. The only difficulty we had was when we tried to use it to find phone numbers for our prospects. We found that most numbers were disconnected or no longer in service. However, we could still reach a significant number of our target market using this feature.

CRM Integration

Integrate Cognism with Salesforce and synchronize record and activities in between.

What this is

CRM Integration lets you connect Cognism with your company's Customer Relationship Management (CRM) software. This lets you automatically add new leads to your CRM and keep track of your interactions with leads in Cognism. It has been tested and works with Salesforce, Hubspot, Pipedrive, Zoho CRM, and more. This feature uses an API connection, a secure connection between two software platforms that lets them share data. It is also possible to manually upload and download data between Cognism and your CRM.

Why this matters

This feature is important because it saves you time by automatically adding new leads to your CRM and keeps all your sales data in one place. This means that you can manually add new leads to your CRM or keep track of which leads are in Cognism and which are in your CRM. It also makes sharing lead lists with other team members easy because they can download the list from Cognism and import it into their own copy of the CRM. This is beneficial because it allows you to work together as a team on your sales pipeline and makes it easy to keep track of your progress.

Our experience

We have found the CRM Integration feature very beneficial in our work. We use Salesforce, and having all our leads automatically added to Salesforce has been very helpful. It has saved us a lot of time, and we no longer have to worry about manually adding new leads to our CRM. We also used it when we were working on a project where we needed to share a list of leads with another team member. We could just download the list from Cognism and upload it into Salesforce, which saved us a lot of time. The only difficulty we had was when we first set up the integration, it took us a little while to figure out how to do it. However, once we figured it out, it was very easy to use, and we haven't had any problems since.

Engagement

What this is

Engagement is a feature that allows users to contact their leads through the platform by sending them automated emails. It also includes a drip campaign feature, which sends out emails over time to keep leads engaged. It is a way of building relationships with leads without contacting them manually. This feature works by uploading a list of leads into the platform and selecting the template you want to use for your automated email campaign. Then, you can either send the emails out immediately or schedule them to be sent out over time. It is also possible to personalize the emails by including merge fields, which will insert specific information from your lead's profile into the email.

Why this matters

The engagement feature is important because it allows users to contact their leads more efficiently. By automating the process of sending out emails, you can save time that would otherwise be spent manually contacting each lead. This feature is also useful for building relationships with leads, as it allows you to send them emails over time without having to do manual work yourself. It also ensures that your emails are personalized and relevant to each lead, as you can include merge fields that insert specific information from their profile. This is beneficial because it increases the likelihood of getting your lead's response and makes your company look more professional. With this feature, companies can manually contact their leads, which is time-consuming and often results in a lower response rate.

Our experience

We used the engagement feature to contact our leads through the platform by sending them automated emails. We found this to be a very efficient way of contacting our leads, as it saved us a lot of time that would otherwise be spent manually contacting each lead. We also found the personalization features very useful, ensuring that our emails were relevant and targeted to each lead. There was a time we used it for a drip campaign, which sends out emails over time to keep leads engaged. The feature worked well for us, allowing us to build relationships with our leads without manual work. We found some glitches with the platform when we tried to personalize our emails, but we solved this by contacting customer support, and they helped us troubleshoot the issue.

Pros & Cons Expand Collapse

Pros and cons of using Cognism for your sales tools

Pros

  1. Helps to find accurate contact information for prospects quickly.
  2. Automatically add new leads to your CRM, and keep track of interactions in one place.
  3. Contact leads more efficiently by automating the process of sending out emails.
  4. Keep leads engaged by sending them a series of automated emails over time.
  5. Ensures that emails are personalized and relevant to each lead.

Cons

  1. Occasionally Cognism needs help generating emails or mobile numbers. 
  2. The email engagement part of the system involves uploading and downloading .csv files, which can be fairly clunky.
  3. It may take time to figure out how to set up the CRM Integration.
Pricing Expand Collapse

Cognism pricing 

  • $500/month 
  • $5,000/year 

Cognism is expensive compared to other sales tools in the market. However, it does offer a free trial, and you only need to get a quote for pricing if you want to use the features beyond what is offered in the free trial.

#26 Autoklose

4.6
Overview Expand Collapse

Autoklose is a software tool that helps sales teams automate their email outreach, track leads, and score deals. It is unique in its features, which include email automation, lead scoring, and CRM integration. Autoklose's email automation feature allows users to set up automated emails to be sent out at specific intervals. These can be personalized and customized for each recipient, and they can be drip-fed over time so that many contacts only receive them some at a time. Additionally, Auto Klose's lead scoring feature allows companies to rate and prioritize leads based on certain criteria, such as how likely they are to convert or the deal's total value. This helps sales teams focus their efforts on the hottest leads. Lastly, connecting your Autoklose account with your company's CRM system is possible so you can manage your leads and contacts in one place. This is a two-way synchronization, so changes made in either system will be reflected in the other. Overall, we found Autoklose to be very easy to use and beneficial for our sales.

Regarding ease of use, Autoklose is unique in that it integrates with your CRM system so you can manage your leads and contacts in one place. This saves time and effort, as you don't have to duplicate information between the two systems. Auto Klose's email automation feature is also easy to use and great for tracking purposes. In terms of effectiveness, we found Autoklose beneficial for our sales work. It helped us focus our efforts on the most promising deals and ensured no good lead went cold. We also liked seeing which leads were further along in our process to prioritize them accordingly. In terms of popularity, Autoklose has mixed reviews online but generally seems well-respected among its users. Many users actively share tips and advice on using the tool effectively. Regarding support, we had a positive experience with Auto Klose's customer service team when we needed help setting up our account or solving problems we encountered while using the tool.

Overall, we found Autoklose to be a helpful tool for sales teams. It is easy to use and has great email automation and lead-scoring features. Additionally, it integrates with your CRM system so you can manage your leads and contacts in one place. The only drawback is that it's not free – pricing starts at $49/month (billed annually) or $59/month (billed monthly).

Accelerate sales growth with Autoklose's simple and intuitive platform.

Conclusion

Compared to alternatives like Salesforce and HubSpot, Autoklose is more expensive. However, it offers many features that other sales tools don't have. For example, its email automation feature is easy to use and great for tracking purposes. Additionally, it integrates with your CRM system so you can manage your leads and contacts in one place. The only drawback is that it's not free – pricing starts at $49/month (billed annually) or $59/month (billed monthly).

Autoklose ranks #26 on our list because of its high price point and lack of a free trial. However, we believe the tool is still worth considering for sales teams needing its unique features, such as email automation and lead scoring. Regarding ease of use, Autoklose is unique in that it integrates with your CRM system so you can manage your leads and contacts in one place. This saves time and effort, as you don't have to duplicate information between the two systems. Additionally, Autoklose's email automation feature is easy to use and great for tracking purposes. In terms of effectiveness, we found Autoklose beneficial for our sales work. It helped us focus our efforts on the most promising deals and ensured no good lead went cold. We also liked seeing which leads were further along in our process to prioritize them accordingly.

Overall, we found Autoklose to be a helpful tool for sales teams. It is easy to use and has great email automation and lead-scoring features.

Top Features Expand Collapse

Email Automation

Achieve peak sales performance by automating email campaigns.

What this is

Autoklose's email automation feature allows users to set up automated emails to be sent out at specific intervals. These can be personalized and customized for each recipient, and they can be drip-fed over time so that many contacts only receive them some at a time. It is also possible to set up follow-ups so that contacts who don't respond to the initial email receive a second (or third, etc.) email later. This feature integrates with a user's CRM, so all of the necessary contact information is automatically pulled into Autoklose. It will then send the emails at specified intervals and track who opens them, clicks on links, etc.

Why this matters

This feature is important because it allows users to automate their email outreach to save time. It is also useful for tracking purposes, as users can see which emails are being opened and clicked on and use this information to improve their future campaigns. Additionally, drip-feeding the emails over time prevents contacts from feeling bombarded or overwhelmed by many messages all at once. These are all beneficial because they make it more likely that a contact will engage with the email and eventually convert into a customer. Without this feature, users would have to manually send out each email, which would take a lot of time and wouldn't allow tracking or customization.

Our experience

We used Autoklose's email automation feature to set up a drip campaign for our sales team. We found it very easy to use, and tracking who opened and clicked on the emails was great. We also used this feature when we were doing a mass email campaign, and it was very helpful in keeping track of who we had contacted and when. Another time this feature was used for a more targeted email campaign, where we only sent emails to a few contacts. We also found it very helpful in this case, as it allowed us to customize the messages for each contact and track who was opening and clicking on the emails. One difficulty we had was that sometimes the automated emails would go out before we were ready, but we solved this by setting up a delay in the system so that they wouldn't be sent until after our team had reviewed them. Overall, we found Autoklose's email automation feature very easy to use and beneficial for our sales.

Lead Scoring

What this is

Autoklose's 2nd most important feature is its Lead Scoring feature. Lead scoring allows companies to rate and prioritize leads based on certain criteria, such as how likely they are to convert or the deal's total value. This helps sales teams focus on the hottest leads and ensures no good leads go cold. This feature allows users to create a lead scorecard, a set of criteria for which leads are rated. Once the scorecard is created, Autoklose will automatically rate and prioritize all new leads. And then, the sales team can use this information to focus their efforts on the hottest leads.

Why this matters

Lead scoring is important because it allows companies to prioritize and focus their sales efforts on the most likely convert leads. This ensures that no good lead goes cold and that the sales team is always working on the most promising deals. Additionally, lead scoring can help companies save money by avoiding pursuing deals that are unlikely to close. It also ensures that sales teams are always working on the most valuable deals, which can help a company increase its revenue. This is beneficial because it can help companies increase their sales efficiency and effectiveness while reducing costs. With this feature, companies can prioritize and score their leads, which is time-consuming and error-prone. 

Our experience

We used the lead scoring feature to rate and prioritize our leads. We found it easy to use, saving us a lot of time. We also found that it helped us focus our sales efforts on the most promising deals. There was a time we also used it when we were trying to close a large deal, and it helped us immensely. We created a lead scorecard with criteria that we felt would help us prioritize our leads. We then used this information to focus our sales efforts on the hottest leads. The only difficulty we had was when we were trying to create the lead scorecard, but Autoklose's customer service was able to help us solve that problem quickly.

CRM Integration

Integrate your CRM and work seamlessly in boosting sales growth.

What this is

Autoklose's CRM Integration feature allows you to connect your Autoklose account with your company’s CRM system. This way, you can manage your leads and contacts in one place and avoid duplicating information between the two systems. It is a two-way synchronization, so changes made in either system will be reflected in the other. It works by creating a lead in your CRM for each new contact you add to Autoklose and then updating that lead record with information from Autoklose as the contact goes through your sales workflow. It will then update the contact information in Autoklose when changes are made in your CRM.

Why this matters

This feature is important because it allows you to manage your leads and contacts in one place, saving you a lot of time and effort. It also ensures that your sales team has the most up-to-date information on each lead, making the best decisions about how to follow up. Additionally, it gives you visibility into which leads are further along in your sales process so that you can prioritize them accordingly. It also ensures that your sales and marketing teams are working with the same data, which can help to avoid confusion or duplicative work. This feature is crucial because it allows you to manage your leads and contacts in one place, saving you a lot of time and effort. Without this feature, you would have to duplicate information between your CRM and Autoklose, which could lead to errors and wasted time.

Our experience

We used this feature to connect our Autoklose account with our company's CRM system. This way, we managed our leads and contacts in one place and avoided duplicating information between the two systems. The integration was easy to set up and worked well for us. We also used this feature when we were setting up our sales process. It was helpful to have the ability to see which leads were further along in our process so that we could prioritize them accordingly. We created a lead in our CRM for each new contact we added to Autoklose and then updated that lead record with information from Autoklose as the contact went through our sales workflow. We also used this feature when we were setting up our sales process. It was helpful to have the ability to see which leads were further along in our process so that we could prioritize them accordingly. 

The only difficulty we had was that we could not see which leads had been contacted by our sales team, so we ended up duplicating some work. We solved this problem by creating a custom field in our CRM for each lead and setting that field's value to Yes when the lead was contacted. This allowed us to quickly see which leads needed follow-up and saved us a lot of time.

Pros & Cons Expand Collapse

Pros and cons of using Autoklose for your sales tools

Pros

  1. Email automation saves time by allowing users to automate their email outreach. 
  2. Lead scoring helps companies prioritize and focus their sales efforts on the most promising leads. 
  3. CRM integration allows you to manage your leads and contacts in one place, saving time and effort. 
  4. Autoklose's email automation feature is easy to use and great for tracking purposes. 
  5. Ensures that sales teams are always working on the most valuable deals. 

Cons

  1. Some users have reported that Autoklose's customer service could be more responsive. 
  2. The price for Autoklose's services can be expensive for some companies. 
  3. There have been reports of bugs with Autoklose's software.
Pricing Expand Collapse

Autoklose pricing

  • $49.99/month for the first 1,000 contacts
  • $299.99/month for up to 10,000 contacts
  • $999.99/month for up to 50,000 contacts

Autoklose is expensive compared to other sales tools in the market. It does not have a free trial, but you can get a quote for pricing.

#27 SalesIntel

4.4
Overview Expand Collapse

SalesIntel is a software tool that helps sales teams automate their workflow and improve their productivity. The software provides several features, including lead capture, contact management, email and calendar integration, task management, and reporting. It is a web-based application that can be accessed from any internet-connected device. 

One of the things that make SalesIntel unique is its Human Verification process. This means that when you request data from SalesIntel, they will provide you with the data and verify that it is accurate and up-to-date. They do this by sending a team of research experts to manually verify each piece of information. With this feature, companies can be confident that they are reaching the correct contacts at each company. 

Another useful feature of SalesIntel's platform is the Customized Search function. This allows you to create and save customized searches for later use. This saves time because you can enter your search criteria only if you want to find a contact or company information. You can also share your saved searches with others on your team so everyone is using the same search criteria.

If you frequently search for the same type of contact or company, the Customized Search feature on SalesIntel's platform allows you to create and save customized searches for later use, saving time. Also, with SalesIntel's Human Verification process, companies can be confident that they are reaching the correct contacts at each company. The only difficulty we had was trying to use the reporting feature. We found that it could have been more intuitive than it was, but we got it working by contacting customer support, who were responsive and helped us solve our problem within a few minutes.

Overall, we were very pleased with SalesIntel and would recommend it to anyone who needs accurate and up-to-date data.

Accelerate sales growth and maximize prospect reach with SalesIntel.

Conclusion

Compared to alternatives like Salesforce and Hubspot, SalesIntel is much more affordable. Salesforce costs $1200 annually, while Hubspot starts at $800 monthly. For the features that SalesIntel offers, we believe it to be a great value for the price. In terms of features, SalesIntel offers a human verification process, customized searches, and sales automation. These features are important for sales teams to be productive and efficient. Additionally, the fact that it is a web-based application makes it accessible from anywhere. 

SalesIntel ranks #27 on our list because they offer great value for their price compared to other sales tools in the market. Their human verification process gives companies confidence that they are using accurate data when contacting leads. The Customized Search feature saves time by allowing users to save their search criteria for later use. And finally, their sales automation software helps sales teams increase productivity by automating repetitive tasks such as sending follow-up emails and scheduling appointments. 

Overall, regarding sales tools, SalesIntel is a great option for companies looking for an affordable and feature-rich solution.

Top Features Expand Collapse

Human Verification

These verified contact records are subject to 90-days recertification process to maintain its 95% accuracy.

What this is

SalesIntel's #1 feature is its Human Verification process. This means that when you request data from SalesIntel, they will provide you with the data and verify that it is accurate and up-to-date. They do this by sending a team of research experts to manually verify each piece of information. It works by first providing them with a list of companies and/or contacts you want to be verified. They will then research the internet for changes or updates to this information. Finally, they will send you an updated list with verified information. With this information, you can be confident that you are reaching the correct contacts at each company.

Why this matters

This feature is important because it gives companies the confidence that they are reaching the right people when they use SalesIntel's data. Too often, sales teams need more time trying to reach out to outdated or incorrect contact information, leading to fewer opportunities and deals. With SalesIntel's Human Verification process, you can be sure that your team is always using the most up-to-date and accurate data. And this is beneficial because it leads to more opportunities and, ultimately, more sales. With this feature, it would be easier for companies to trust the data that SalesIntel provides.

Our experience

We have found this feature to be extremely useful in our work. We often need to get in touch with a decision-maker at a company quickly, and relying on SalesIntel's data has saved us a lot of time. We also appreciate the fact that they are always updating their data so we can be sure that we are using the most up-to-date information possible. There was a time we also used it for a very large project, and it helped us a lot. What we did was first create a list of companies that we wanted to target. Then, we submitted this list to SalesIntel, and they quickly returned to us with an updated list of all the verified contact information. This saved us a lot of time and allowed us to focus on other aspects of our project. 

The only difficulty we had was that the list they provided was very long, and it took us a while to review all the information. But overall, we were very pleased with this feature and would recommend it to anyone who needs accurate and up-to-date data.

Customized Search

You can now save and even modify previous searches with ease to save time and enrich data.

What this is

The Customized Search feature on SalesIntel's platform allows you to create and save customized searches for later use. This is useful if you frequently search for the same type of contact or company. It is also helpful to share a search with someone on your team. To create a customized search, you must first enter your search criteria into the SalesIntel platform. You can then save this search by clicking on the Save Search button. Once you have saved a search, you can access it by clicking on the Saved Searches button. From there, you can edit or delete your saved searches as needed. This feature works by allowing you to save your search criteria so that you can easily access them later. It will then show you your search results so you can view them later. You can also share your saved searches with other people on your team.

Why this matters

The Customized Search feature is important because it saves time and makes finding the information you need easier. It is especially helpful if you frequently search for the same type of contact or company. This feature allows you to quickly access your saved searches to get the necessary information without entering your search criteria each time. Additionally, sharing your customized searches with others on your team makes it easy for them to find the same information you did. It also ensures that everyone uses the same search criteria so there are no discrepancies.

Our experience

We used the Customized Search feature to save searches for our most common contact types. This saved us a lot of time because we could enter our search criteria after we wanted to find a contact. We also shared our customized searches with others on our team so they could easily find the same information we did. We also used this feature when we wanted to share a search with someone on our team. We found that this was a quick and easy way to do so. We created a search, saved it, and then shared the link with the person we wanted to share it with. The only challenge we had was that we sometimes needed to remember to save our searches. To solve this problem, we created a reminder for ourselves so that we would remember to do so.

Sales Automation Software

What this is

SalesIntel's sales automation software is a tool that helps sales teams automate their workflow and improve their productivity. The software provides several features, including lead capture, contact management, email and calendar integration, task management, and reporting. It is a web-based application that can be accessed from any internet-connected device. It automates repetitive sales tasks, such as sending follow-up emails and scheduling appointments, so salespeople can focus on selling. It will then provide them with reports and analytics to help them track their progress and improve their performance.

Why this matters

Sales automation software is important because it can help sales teams increase productivity, close more deals, and improve customer relationships. It does this by freeing up salespeople's time to focus on selling and providing them with data-driven insights into their performance. In addition, sales automation software can also help companies save money by reducing the need for manual labor in the sales process. For example, if a company sent follow-up emails after each meeting manually, it would likely take much longer than if they used an automated system. This is beneficial because it can help sales teams work more efficiently and effectively while also reducing the company's overall costs. Without it, companies would likely hire more salespeople to compensate for lost productivity. 

Our experience

We used SalesIntel's sales automation software to automate our sales workflow and improve productivity. We found that the software was very user-friendly and easy to use. It helped us save a lot of time by automating repetitive tasks, such as sending follow-up emails and scheduling appointments. In addition, it provided us with reports and analytics that helped us track our progress and identify areas for improvement. 

We also used this feature when we were trying to capture leads from our website. We found that the software was very effective in helping us track and follow up with potential customers. What we did was create a custom landing page for each lead that we wanted to capture. We then used the software to track when someone visited our website and filled out the form on the landing page. This allowed us to follow up with them and close more deals quickly. The only difficulty we had was trying to use the reporting feature. We found that it could have been more intuitive than it was, but we got it working by contacting customer support. They were very responsive and helped us solve our problem quickly.

Pros & Cons Expand Collapse

Pros and cons of using SalesIntel for your sales tools

Pros

  1. Provides accurate and up-to-date data.
  2. Saves time by automating repetitive tasks.
  3. Helps sales teams increase productivity.
  4. Reduces the need for manual labor.
  5. Provides data-driven insights into performance.

Cons

  1. The reporting feature could be more intuitive.
  2. The data provided is only as good as the information inputted into SalesIntel.
  3. Finding the right contact within a company can take time and effort.
Pricing Expand Collapse

SalesIntel pricing

SalesIntel is very affordable compared to other sales tools in the market. We paid $500 for SalesIntel, a great price for all its features and benefits. Additionally, they have a free trial, so you can try it before you buy. 

#28 Crunchbase

4.5
Overview Expand Collapse

Crunchbase is a software tool that allows users to see all the funding rounds a company has raised, the amount raised, and the date of each round. It is a helpful way to track a company's progress and see how much money they have raised over time. Additionally, the Funding Rounds feature can be used to find new potential customers by searching for companies that have recently raised money. The People & Org Charts feature lets you see a company's organizational structure and contact information for key employees. This can help understand a company's decision-making process and find the right contacts.

Regarding sales tools, what makes Crunchbase unique is its ability to help users track a company's progress and see how much money they have raised over time. This information can determine whether a company is a good target for sales tools and help plan sales strategies. Regarding people and org charts, Crunchbase's easy-to-use format lets you quickly find a company's people and org charts. This is helpful because it allows salespeople to understand a company's organizational structure and find key contacts.

Overall, Crunchbase is a helpful tool for sales because it provides users with valuable information that can determine whether a company is a good target for sales. Additionally, the people and org charts feature are beneficial in helping salespeople understand a company's organizational structure and find key contacts.

Your all-in-one sales and prospecting software solution to boost your growth.

Conclusion

Compared to alternatives like Salesforce and HubSpot, Crunchbase is more expensive. However, it does offer a free trial which is helpful. You also have to get a quote for pricing, so you may be able to negotiate a lower price depending on your needs. Regarding sales tools, what makes Crunchbase unique is its ability to help users track a company's progress and see how much money they have raised over time. This information can determine whether a company is a good target for sales tools and help plan sales strategies. Regarding people and org charts, Crunchbase's easy-to-use format lets you quickly find a company's people and org charts. This is helpful because it allows salespeople to understand a company's organizational structure and find the right contacts within.

Crunchbase ranks #28 on our list because it has some unique features compared to other sales tools. It allows tracking a company's progress and seeing how much money they have raised over time. Additionally, the people and org charts feature are beneficial in helping salespeople understand a company's organizational structure and find key contacts. We believe that Crunchbase best suits larger businesses willing to pay more for their sales tool needs.

Top Features Expand Collapse

Funding Rounds

Track a company's progress and see how much money have been raised over time.

What this is

The Funding Rounds feature on Crunchbase allows users to see all the funding rounds a company has raised, the amount raised, and the date of each round. It is a helpful way to track a company's progress and see how much money they have raised over time. This feature allows users to filter companies by funding statuses, such as Seed or Series A. It is also possible to see a company's total amount of funding raised by clicking on the Funding tab on its profile page.

Why this matters

This feature is useful for companies that want to do sales tools because it allows them to track a company's progress and see how much money they have raised over time. This information can determine whether a company is a good target for sales tools and help plan sales strategies. In addition, the Funding Rounds feature can also be used to find new potential customers by searching for companies that have recently raised money. It also helps companies track their competitors by seeing how much money they have raised. This is beneficial because it allows companies to adjust their sales strategies accordingly. With this feature, it is easier to track a company's progress and determine whether or not they are a good target for sales tools.

Our experience

We have found the Funding Rounds feature incredibly helpful in our work. We used it for a project where we tried to track a company's progress and see how much money it had raised over time. This feature was especially useful because it allowed us to filter companies by their funding statuses, such as Seed or Series A. We looked at the companies that had recently raised money and then reached out to them to see if they would be interested in our sales tools. We successfully connected with several new potential customers because of this feature. 

However, we needed help finding information on private companies because their funding rounds are only sometimes publicly listed. To solve this problem, we reached out to Crunchbase's customer support team, and they were able to provide us with the information we needed. Overall, we have found the Funding Rounds feature to be incredibly useful for tracking a company's progress and determining whether or not they are a good target for sales tools.

People & Org Charts

What this is

The People & Org Charts feature lets you see a company’s organizational structure and contact information for key employees. This can help understand a company's decision-making process and find the right contacts within a company to sell to. It is a paid feature; you must have a Crunchbase Pro account to access it. This feature works by scraping public data from LinkedIn, so it is only as accurate as the publicly available information on LinkedIn. Then, it presents this information in an easy-to-use format that allows you to quickly find the people and org charts for a company.

Why this matters

This feature is important because it allows salespeople to understand a company's organizational structure and find key contacts. This can be helpful in understanding who makes decisions at a company and finding the right person to sell to. Additionally, this feature can help salespeople keep track of their contacts' contact information (such as email addresses or phone numbers). It also allows salespeople to see when someone has changed jobs, which can help understand a company's decision-making process. This is beneficial because it can help salespeople target their selling efforts more effectively and ensure they reach the right people. With this feature, salespeople can rely on LinkedIn or other public sources of information to find this kind of data, which can be time-consuming and difficult to use.

Our experience

We used the People & Org Charts feature to understand a company's organizational structure. We found it helpful because it allowed us to quickly see who the key decision-makers were at a company. Additionally, this feature helped us keep track of our contacts' contact information (such as email addresses or phone numbers). We also used it to see when someone had changed jobs, which helped us understand a company's decision-making process. What we did was we searched for a company, and then we clicked on the People & Org Charts tab. We were able to see the organizational structure of the company, as well as contact information for key employees. This was helpful because it allowed us to quickly find the right contacts within a company to sell to.

Additionally, it helped us keep track of our contacts' contact information (such as email addresses or phone numbers). However, we had one difficulty: not all companies listed their org chart. For example, no org chart was listed when we searched for Apple. We solved this problem by searching for another company that did have their org chart listed.

Product Market Fit

See how well a product meets the needs of its target market.

What this is

Product market fit (PMF) measures how well a product meets the needs of its target market. It is usually expressed as a percentage and can be thought of as the fit between a product and its market. It is an important metric for startups, as it can assess whether a startup is on track to achieve its goals. It works by evaluating the following three factors. 

  • The size of the target market 
  • The needs of the target market 
  • The product fits those needs 

What it does is it lets you know if people want what you're selling. It works by evaluating the three factors above. The size of your target market, their needs, and how well your product meets those needs. It will then give you a percentage that will tell you how well your product meets the needs of your target market. If it's a low number, then you know you have some work to do to make your product more appealing to your target market. 

Why this matters

This feature is important for sales tools because it allows companies to assess whether their product meets their target market's needs. This is important because if a company's product meets its target market's needs, it will likely have difficulty selling its product. Additionally, if a company needs to know whether its product is meeting the needs of its target market, then it may be wasting time and resources trying to sell a product that no one wants. It also ensures that a company is not over-promising and under-delivering to its target market. This is beneficial because it allows companies to focus their resources on products with a higher chance of success. 

Our experience

We used this feature to assess whether our product was meeting the needs of our target market. We found it to be very helpful in determining whether we needed to make changes to our product to meet the needs of our target market better. We used the three factors mentioned above to evaluate our product. We looked at our target market's size, needs, and how well our product fits them. After doing this, we could determine that our product needed to be tweaked to meet the needs of our target market better. This was helpful because it allowed us to focus our resources on making changes that would improve sales rather than continuing to sell a product that wasn't meeting customers' needs. 

While using this feature, we needed help determining what constituted a need for our target market. This was difficult because often, people only know what they need once they see it. Additionally, even if they know what they need, they may need to learn that your product can fulfill that need. For example, someone may need a new car but only realize that your company sells cars once they see an advertisement for your products.

Pros & Cons Expand Collapse

Pros and cons of using Crunchbase for your sales tools

Pros

  1. Helpful in tracking a company's progress. 
  2. Helps to find key contacts within the company. 
  3. Provides valuable information that can be used to determine whether or not a company is a good target for sales tools. 
  4. The people and org charts feature are easy to use and helpful in understanding a company's organizational structure. 
  5. Offers a free trial so that you can try before you buy. 

Cons

  1. It may take a lot of work to find information on private companies. 
  2. The people & org charts feature is only available with a paid subscription. 
  3. Product market fit may be difficult to assess for some products.
Pricing Expand Collapse

Crunchbase pricing

  • $348.00/year

Pricing for Crunchbase is expensive compared to other sales tools on the market. However, it does offer a free trial which is helpful. You also have to get a quote for pricing, so you may be able to negotiate a lower price depending on your needs.

#29 Vainu

4.6
Overview Expand Collapse

Vainu is a software tool that allows salespeople to find potential customers that match their ideal customer profile quickly. It also makes adding new companies to your CRM easy and ensures you have the most up-to-date information on a company. 

Additionally, Vainu's Find the Right Contact feature allows users to find contact information for specific employees at a company. This can save time and help create more meaningful relationships with potential customers. Finally, Vainu's Dynamic Lists feature allows you to create lists of companies that match certain criteria and receive updates when new companies are added to the list or when specified events occur. This is extremely useful for salespeople who want to stay up-to-date on potential customers without manually searching for them whenever they want to update their lists.

Regarding ease of use, Vainu is extremely user-friendly and easy to navigate. Additionally, the Find the Right Contact feature makes it easy to find contact information for specific employees at a company. In terms of effectiveness, Vainu is very effective in quickly finding potential customers that match your ideal customer profile. It also allows salespeople to stay up-to-date on potential customers without manually searching for them whenever they want to update their lists.

Regarding popularity, Vainu is less well known than some of the other sales tools out there. However, it has been gaining popularity recently due to its unique features and ability to save salespeople time by quickly finding potential customers that match their ideal customer profile. In terms of support, Vainu offers excellent support through its website and online FAQs section. Additionally, if you need more help, you can contact their team via email or live chat. They are always willing to help and answer any questions about the software tool.

Overall, Vainu is an excellent sales tool that offers unique features not found in other sales tools. It is user-friendly, effective, and helps salespeople save time by quickly finding potential customers that match their ideal customer profile. The only drawback is that it is not as well known as other sales tools. However, it is gaining popularity due to its unique features and ability to save salespeople time.

Increase conversion rates and reach better business results.

Conclusion

Compared to alternatives like Hoovers and ZoomInfo, Vainu is more affordable and offers a free trial. Additionally, Vainu's Find the Right Contact feature makes it easy to find contact information for specific employees at a company, which can save time compared to searching for this information manually. In terms of effectiveness, Vainu is very effective in quickly finding potential customers that match your ideal customer profile. It also allows salespeople to stay up-to-date on potential customers without manually searching for them whenever they want to update their lists.

Vainu offers a company lookup feature that allows you to search for companies based on various criteria, including location, industry, and size. You can filter your search results by clicking on a specific company's name and selecting the filter option. This is beneficial because it allows salespeople to quickly find potential customers that match their ideal customer profile. Additionally, Vainu has a Find the Right Contact feature, which makes it easy to find contact information for specific employees at a company. This can save time compared to searching for this information manually. These features help find potential customers and stay up-to-date on their company information.

In terms of pricing, Vainu is relatively inexpensive compared to other sales tools in the market. The free trial is helpful to test out the tool before deciding whether or not to commit to it long-term.

Vainu ranks #29 on our list because it is an excellent sales tool that offers unique features not found in other sales tools. It is user-friendly, effective, and helps salespeople save time by quickly finding potential customers that match their ideal customer profile. The only drawback is that it is not as well known as other sales tools.  However, when it comes to finding potential customers and staying up-to-date on their company information, Vainu is an excellent tool that salespeople should consider using.

Top Features Expand Collapse

Company Lookup

Get real-time contact data with Vainu's easy-to-use Company Search function.

What this is

Vainu's #1 feature is the ability to search for companies based on various criteria, including location, industry, and size. It is also possible to search for companies by keyword. This feature allows users to input their search criteria into a search bar on the Vainu website. Then, the search results will be displayed in a list format, with each company's name, website, logo, and contact information listed. It is also possible to filter the search results by clicking on a specific company's name and selecting the Filter option.

Why this matters

This feature is important because it allows salespeople to quickly find potential customers that match their ideal customer profile. This can save a lot of time compared to searching for companies manually or using other sales tools that do not have this functionality. In addition, this feature makes it easy to add new companies to your CRM, as you can simply click on the Add Company button when viewing a company's information page. It also ensures that you have the most up-to-date information on a company, as Vainu is constantly updating its database. This is beneficial because it allows you to immediately see if a company has had any recent changes, such as a change in management or a new funding round. Without this feature, you would have to manually check for these changes, which could take a lot of time.

Our experience

We used this feature to search for companies in our target market that met our ideal customer profile. We found it extremely helpful and saved much time compared to other sales tools. We also used it when adding new companies to our CRM, as it was very easy. We created a custom field in our CRM for Vainu ID, the unique identifier for each company in Vainu's database. Then, we simply copied and pasted the Vainu ID into this field when adding a new company to our CRM. This ensured that we always had the most up-to-date information on each company, as Vainu is constantly updating its database. One difficulty was finding contact information for some companies we added to our CRM. However, we solved this problem by using another sales tool that allows us to find company contact information.

Finding the Right Contact

Create precise prospect list with Vainu's customizable and in-depth account research.

What this is

Vainu's Find the Right Contact feature allows users to find contact information for specific employees at a company. This includes the employee's name, title, email address, and phone number. See the employee's LinkedIn profile, if available, is also possible. This feature works by searching for a company in the Vainu database and then clicking on the Contacts tab. Users can search for specific employees by name, title, or department. Then, the contact information for that employee will be displayed.

Why this matters

This feature is important because it allows salespeople to quickly find and connect with the right people at a company. This can save a lot of time and help to create more meaningful relationships with potential customers. It also allows salespeople to keep track of their interactions with specific employees and follow up as needed. 

Additionally, this feature can find company contact information, not in the Vainu database. For example, if a salesperson knows the name of an employee but not the company they work for, they can use this feature to search for that person's LinkedIn profile and then find out which company they work for. Then, the salesperson can look up that company in Vainu and get all its relevant information in one place. This is beneficial because it allows salespeople to quickly find the information they need without searching multiple databases. Without this feature, a salesperson would have to search for a company in one database and then search for an employee at that company in another database. This is time-consuming and inefficient.

Our experience

We found this feature to be very helpful when trying to connect with potential customers. We were able to find the right contact information quickly, and we were also able to see the employee's LinkedIn profile. This was beneficial because it allowed us to see what kind of connections we had with that person. Additionally, we could keep track of our interactions with specific employees to follow up as needed. We used it once when trying to connect with a company that was not in the Vainu database. We searched for an employee's LinkedIn profile and then used the Find the Right Contact feature to find out which company they worked for. Then, we looked up that company in Vainu and got all its relevant information in one place. This saved us a lot of time, and we could connect with the right person at the company quickly and easily. 

The only challenge we had was that the search function sometimes needed to be fixed. Sometimes, we would enter an employee's name, which would not find their contact information. We solved this problem by searching for the employee's title instead of their name. This worked most of the time, but there were still some occasions when we needed help finding the right contact information. Overall, this is a very helpful feature that can save salespeople time.

Dynamic Lists

What this is

Vainu's Dynamic Lists feature allows you to create lists of companies that match certain criteria and then receive updates when new companies matching those criteria are added to Vainu's database. You can also set up triggers for specific events (such as a change in employee count) at companies on your list and receive an email notification when that event occurs. It is a very useful tool for salespeople who want to stay up-to-date on potential customers that match their Ideal Customer Profile. 

This feature allows you to create a list of criteria companies must meet for them to be added to your list. For example, you could specify that you only want companies with at least 50 employees and annual revenue of €10 million. Once you have created your criteria, Vainu will search its database for companies that match them and add them to your list. You can then receive notifications whenever new companies matching your criteria are added to Vainu's database or when any of the events specified in your triggers occur at any companies on your list.

Why this matters

The Dynamic Lists feature is useful because it allows salespeople to easily stay up-to-date on potential customers that match their Ideal Customer Profile. This feature can save salespeople a lot of time by eliminating the need to manually search for new potential customers whenever they want to update their lists. Additionally, this feature helps salespeople avoid missing out on opportunities by setting up triggers for specific events (such as changes in employee count) and receiving email notifications when those events occur. 

It also ensures that salespeople have the most up-to-date information on potential customers by constantly updating their lists with new companies that match their criteria. This is beneficial because it allows salespeople to focus their time and energy on the most promising potential customers. Without this feature, salespeople would have to manually search for new potential customers whenever they wanted to update their lists, which would be very time-consuming. Additionally, they might miss out on opportunities if they didn't happen to be checking their list at the exact moment when an event occurred that could indicate a sales opportunity.

Our experience

We used Vainu's Dynamic Lists feature to create a list of companies that met our Ideal Customer Profile criteria. We found this feature to be very user-friendly, and it saved us a lot of time by eliminating the need to manually search for new potential customers every time we wanted to update our lists. Additionally, setting up triggers for specific events was easy and helped us avoid missing out on potential sales opportunities. We also used this feature to quickly find companies that matched certain criteria (such as location, size, or industry). It was very helpful in finding the right companies. We created a list of companies that met our Ideal Customer Profile criteria and then used the Dynamic Lists feature to quickly find companies matching those criteria. This saved us a lot of time because we could only manually search for potential customers whenever we wanted to update our lists.

Additionally, this feature helped us avoid missing out on any potential sales opportunities by setting up triggers for specific events (such as changes in employee count) and receiving email notifications when those events occur. Our only difficulty was that we sometimes received notifications for events that didn't indicate a sales opportunity. However, we solved this problem by being more specific in our triggers and only receiving notifications for events more likely to indicate a sales opportunity.

Pros & Cons Expand Collapse

Pros and cons of using Vainu for your sales tools

Pros

  1. Ensures that you have the most up-to-date information on a company.
  2. Allows salespeople to find potential customers that match their ideal customer profile quickly.
  3. It can be used to find contact information for companies, not in the Vainu database.
  4. Provides salespeople with an easy way to stay up-to-date on potential customers.
  5. It helps salespeople avoid missing out on opportunities by setting up triggers for specific events.

Cons

  1. The search function only sometimes works correctly. 
  2. Sometimes notifications are received for events that don't indicate a sales opportunity.
  3. It may be difficult to find contact information for some companies.
Pricing Expand Collapse

Vainu pricing

  • Get a quote and pricing Free trial is available.

Vainu is relatively inexpensive compared to other sales tools in the market. The free trial is helpful to test out the tool before deciding whether to commit to it. To get pricing information, you have to get a quote from Vainu.

#30 Owler

4.3
Overview Expand Collapse

Owler is a software tool that delivers curated content about various public and private companies to your inbox. You can also set up alerts for specific companies or topics of interest, so you get all the important updates. It is a great and reliable solution for business insights and decision-making. 

What sets Owler apart from other similar tools is its ability to monitor for new updates and deliver them as they happen. This means you can stay on top of the latest news and developments for the companies you're interested in without constantly checking multiple sources or remembering to look for updates manually. Additionally, because the content is delivered right to your inbox, you can easily share it with colleagues or clients who may find it valuable. 

Regarding drawbacks, one potential issue is that the content can be overwhelming, and it can be difficult to sort through everything to find what's most relevant. However, this problem can be solved by setting up a system where you designate certain times of day to check Owler updates so that you can dedicate some focused time to reviewing the information. 

Owler is a great tool for sales teams who must stay on top of the latest industry news and developments. It is easy to use and provides users with valuable insights to help them make informed decisions about sales strategies and opportunities.

Boost your sales growth with the help of Owler's highly precised research and prospecting tools.

Conclusion

Compared to alternatives like Salesforce and Hubspot, Owler is significantly more expensive. It does not have a free trial, so you have to get a quote for pricing. However, it offers many features that other sales tools do not, such as monitoring for new updates and delivering them as they happen. Additionally, its Competitors section is very useful for quickly finding similar companies to the ones you're interested in. Owler is a great tool for sales teams who must stay on top of the latest industry news and developments.

Owler ranks #30 on our list because it offers unique features beneficial for sales teams needing to stay up-to-date with their industry. Although it is pricier than some alternatives, its value lies in the time it saves users by delivering curated content straight to their inboxes. Regarding drawbacks, one potential issue is that the content can be overwhelming, and it can be difficult to sort through everything to find what's most relevant. However, this problem can be solved by setting up a system where you designate certain times of day to check Owler updates so that you can dedicate some focused time to reviewing the information.

Owler is more expensive than some of its competitors in terms of pricing. However, it offers many features that other sales tools do not, such as monitoring for new updates and delivering them as they happen. Additionally, its Competitors section is very useful for quickly finding similar companies to the ones you're interested in. Overall, Owler is a great tool for sales teams who need to stay on top of the latest industry news and developments but should be aware of its potential drawbacks before making a purchase.

Top Features Expand Collapse

Customizable Dashboard

What this is

Owler's #1 feature is a customizable dashboard, which allows users to track companies of interest and set alerts for changes in funding, leadership, or competitor activity. It is a great way to stay up-to-date on the latest developments in your industry. It allows users to select the companies they want to follow and set up alerts for specific events (such as new funding rounds or mergers & acquisitions). It will then notify users whenever one of those events occurs.

Why this matters

This feature is important for companies that want to do sales tools because it allows them to stay up-to-date on the latest developments in their industry. This valuable information can be used to make better decisions about where to focus their sales efforts. Additionally, by tracking competitor activity, companies can gain insights into what strategies are working well for them and adapt accordingly. This is beneficial because it allows companies to learn from their competitors and avoid making the same mistakes. With this feature, companies can manually track these developments, which is time-consuming and difficult to do consistently.

Our experience

We used this feature to stay up-to-date on the latest news in our industry. We found it very helpful in informing us about what was happening with our competitors. Additionally, we could use the information we learned from tracking their activity to adapt our sales strategy. We also used this feature for market research. We found it to be a valuable tool for understanding the competitive landscape and identifying potential sales opportunities. We created a list of companies we were interested in following and then set up alerts for specific events (such as new funding rounds or mergers & acquisitions). We would then receive an email notification whenever one of those events occurred. This was helpful because it allowed us to quickly gather information about potential sales opportunities without doing much research ourselves. 

However, we did find that the data could have been more accurate and updated. This was frustrating because we had extra time to verify the information before using it. To solve this problem, we created a process for double-checking the accuracy of the data before relying on it.

Competitors Section

What this is

The Competitors section shows which companies are in the same space as the company you're researching. You can also add your own recommendations for which companies should be considered competitors. It is a great way to quickly and easily find similar companies to the ones you're interested in. This feature allows you to search for companies by name, industry, or location. It will then show you a list of companies that match your criteria.

Why this matters

The Competitors section is important because it allows you to quickly and easily find similar companies to the ones you're interested in. It also provides a way to stay up-to-date on your competitors' actions. This feature is especially useful for sales teams who need to be aware of the latest developments made by their competitors. Furthermore, the Competitors section can help build a sales pipeline by providing targeted conversation starters. This is beneficial because it helps you engage with potential customers with insight into projects and recent events in the company or industry. With this feature, you can spend a lot of time researching your competitors manually, which is very time-consuming.

Our experience

We used the Competitors section to quickly and easily find similar companies to the ones we were interested in. We found this feature very useful because it allowed us to stay up-to-date on what our competitors were doing. It also helped us build a sales pipeline by providing targeted conversation starters. What we did was search for companies by name, industry, or location. This allowed us to find a list of companies that matched our criteria. We then added these companies to our list of competitors. 

One area we could have done better was that sometimes the information provided by Owler needed to be more accurate. For example, we would search for a company in the healthcare industry that would show up as a competitor in the retail industry. However, this is a small deal because you can always add your own recommendations for which companies should be considered competitors.

Inbox Delivery of Relevant News and Updates

What this is

Owler delivers beautifully curated content about various public and private companies to your inbox. You can also set up alerts for specific companies or topics of interest, so you get all the important updates. It is a great and reliable solution for business insights and decision-making. It works by taking the companies and topics you're interested in and curating content from various sources - both internal (from Owler's own database of company information) and external (news articles, blog posts, etc.) - to deliver a daily snapshot right to your inbox. It will then continue to monitor for new updates and deliver them as they happen.

Why this matters

This feature is important because it allows you to stay on top of the latest news and developments for the companies you're interested in without constantly checking multiple sources or remembering to look for updates manually. It's a great way to quickly get an overview of what's happening in your industry and help you make informed decisions about sales strategies and opportunities. Furthermore, because the content is delivered right to your inbox, you can easily share it with colleagues or clients who may find it valuable. This is beneficial because it allows you to easily disseminate important information and start sales conversations informed by the latest data. Without this feature, you would likely miss important updates or be forced to spend considerable time and effort manually tracking down this information.

Our experience

We have found Owler's Inbox Delivery of Relevant News and Updates to be a valuable tool for staying on top of the latest industry news. It has helped us quickly identify new sales opportunities and keep track of developments that could impact our current sales strategies. We have also found it helpful in quickly sharing relevant information with colleagues and clients. We set up a few different alerts - one for our direct competitors, one for companies in our target market but not currently using our product, and one for general news about the sales industry. This has helped us to quickly get an overview of what's going on in our field and identify potential areas of opportunity. 

The only difficulty we've had is that sometimes the content can be overwhelming, and it can be difficult to sort through everything to find what's most relevant. To solve this problem, we have set up a system to designate certain times of day to check Owler updates so that we can dedicate some focused time to reviewing the information. This has helped us better use the tool and avoid information overload.

Pros & Cons Expand Collapse

Pros and cons of using Owler for your sales tools

Pros

  1. Owler helps you stay up-to-date on the latest industry news and developments. 
  2. The tool is easy to use and provides users with valuable insights.
  3. It is a great way to quickly get an overview of what's going on in your industry.
  4. Help you make informed decisions about sales strategies and opportunities. 
  5. Owler offers a free trial, so you can try the tool before committing.

Cons

  1. The content can be overwhelming, and it can be difficult to sort through everything.
  2. The data is sometimes inaccurate or out-of-date. 
  3. Owler only offers email support, so you may have to wait a while for a response.
Pricing Expand Collapse

Owler pricing

Owler's pricing is expensive compared to other sales tools in the market. It does not have a free trial, so you have to get a quote for pricing.

#31 RelPro

4.6
Overview Expand Collapse

RelPro is a software tool that salespeople can use to find potential customers and get their contact information. It includes several features that make it unique in the world of sales tools. First, its search flexibility allows users to easily and quickly find contact information for small to medium-sized businesses. Additionally, users can get a ballpark revenue estimate for their prospective customers. Second, its filter-by-geography feature lets users target specific geographical areas when searching for potential customers. This can be useful if you focus your sales efforts on a particular region or city. Finally, RelPro’s company size feature allows users to filter companies by size so they can target only the companies that are the right size for their products or services.

In terms of ease of use, RelPro is very intuitive and easy to use. Within minutes, we built our first lists and were so happy with how accurate the contact information was. We have made more progress faster reaching out to form new relationships using RelPro than any other prospecting tool, purchased list, or platform we have previously tried. A few areas that set RelPro apart are how many data sources it brings into a single platform and how the team listens to requests for new integrations that continually add more value. This has been an invaluable resource for your business development team.

In terms of effectiveness, finding potential customers that fit the client profile for our bank located within our service region. RelPro makes this process very efficient. It recently ran a report identifying a certain type of prospect and yielded a five percent return on a direct mail marketing campaign, a significantly higher yield than we have gotten in the past without using RelPro.

In terms of popularity, our team spent weeks scrubbing lists and trying to obtain or correct out-of-date contact and role data. With RelPro, we created multiple target lead lists with highly accurate data, allowing us to connect with key decision-makers more efficiently and effectively. Additionally, RelPro provides a wealth of knowledge in an easy-to-use format. Their team also provided excellent customer service. Overall, it has been an entirely positive experience working with RelPro.

In terms of support, the only difficulty we had was that some of the contact information was outdated. However, we solved this problem by using the Update feature. This allowed us to quickly and easily update the contact information for our prospects. If you encounter difficulties using RelPro, their team is brilliant, engaging, and always proactively looking.

Boost workflow quality and efficiency with RelPro.

Conclusion

Compared to alternatives like ZoomInfo and Salesforce, RelPro is more expensive. However, it offers more features and benefits than these alternatives. Additionally, the price is affordable, considering the features and benefits that RelPro offers its users. They have a free trial available, so you can test the tool before making a purchase. 

Unlike other software tools, RelPro offers its users the ability to find potential customers and get their contact information quickly and easily. Additionally, users can get a ballpark revenue estimate for their prospective customers. This feature is important because it lets users quickly find the information they need to reach out to potential customers. It also saves time by allowing users to create and save searches for future use. Additionally, this feature makes it easy for users to track prospective customers’ best emails and phone numbers. It also ensures that users only contact the right people at companies they want to connect with, eliminating wasted time and effort.

RelPro ranks #31 on our list because it is an effective sales tool that helps users find potential customers and get their contact information. It includes several unique features that make it stand out from other sales tools on the market. These features include search flexibility, filter-by-geography, and company size. Additionally, it is easy to use and provides excellent customer service. Overall, it is an excellent choice for salespeople looking for a tool to help them find potential customers and get their contact information.

Top Features Expand Collapse

Search Flexibility

Generate new useful leads with RelPro's flexible searching platform.

What this is

The RelPro software tool's number one feature is its search flexibility. This means that users can easily and quickly find contact information for small to medium-sized businesses. Additionally, users can get a ballpark revenue estimate for their prospective customers. This feature allows users to search for specific criteria, such as industry, company size, or location. It also includes several filters that can be used to narrow down the results. It will then provide the user with a list of potential customers that meet their criteria. It is also possible to save these searches for future use.

Why this matters

This feature is important because it lets users quickly find the information they need to reach out to potential customers. It also saves time by allowing users to create and save searches for future use. Additionally, this feature makes it easy for users to track prospective customers' best emails and phone numbers. It also ensures that users only contact the right people at companies they want to connect with. This is beneficial because it eliminates wasted time and effort. Without this feature, users would have to manually search for this information, which could take hours or even days.

Our experience

We used the search flexibility feature to find contact information for small and medium-sized businesses quickly. We could easily filter our results by industry, company size, and location. We also found that we could save searches for future use. Additionally, we were able to track down the best emails and phone numbers for prospective customers. We input the criteria we were looking for into the search box. The software then populated a list of potential customers that met our criteria. We could then save this search or export it to a CSV file. Our only difficulty was that some of the contact information needed to be updated. However, we solved this problem by using the Update feature. This allowed us to quickly and easily update the contact information for our prospects.

Filter by Geography

What this is

The Filter by Geography feature allows you to target specific geographical areas when searching for potential customers. This can be useful if you focus your sales efforts on a particular region or city. It has the ability to search by zip code, state, or country. This feature is also useful for companies that have multiple locations and want to focus their sales efforts on a specific area. It will then show you a list of companies that match your search criteria within that geographical area. It’s a great way to focus your sales efforts and avoid wasting time on prospects, not in your target area.

Why this matters

The Filter by Geography feature is important because it allows you to be more targeted in your sales efforts. By being able to search for potential customers within a specific geographical area, you can save time by only contacting those who are likely to be interested in your product or service. This feature is also useful for companies with multiple locations, as it allows them to focus their sales efforts on one area. This is beneficial because it allows them to build relationships with potential customers in that area and better understand their needs. With this feature, companies can manually search for potential customers in their target area, which is time-consuming and efficient.

Our experience

We used the Filter by Geography feature when searching for potential customers in a specific region. We found it very useful because it allowed us to focus our sales efforts on those likely to be interested in our product or service. We also used it when searching for potential customers in multiple locations. We selected the location we wanted to focus our sales efforts on and then used the Filter by Geography feature to search for potential customers. This saved us a lot of time and was very efficient. The only difficulty we had was when we were trying to search for potential customers in multiple locations at once. We selected each location at a time and then used the Filter by Geography feature to search for potential customers within that area. This worked well but took some time. 

Company Size

What this is

The RelPro Sales Tools software tool has a feature called Company Size. This feature allows users to filter companies by size to target only the companies that are the right size for their products or services. It is important to be able to filter by company size because some products or services are only appropriate for certain-sized companies. For example, a small business might need a different product type than a large corporation. This feature allows users to select the minimum and a maximum number of employees they want to target. It will then show only companies that have that number of employees.

Why this matters

This feature is important because it makes users more targeted in their sales efforts. If users know they only want to sell to small businesses, they can use this feature to ensure they only see small businesses in their results. This saves time and energy because the user can avoid wading through results for companies that are too large or too small. It also helps users avoid wasting time trying to sell products or services to companies that are not a good fit. These are all beneficial because they increase the chances of making a sale. Without this feature, users would have to do a lot more work to find companies that are the right size for their products or services.

Our experience

We used this feature when we were trying to sell our product to small businesses. We found it very helpful because it allowed us to quickly see which companies were the right size for our product. We also used it when we were trying to sell our product to large businesses. We found it helpful because we could quickly see which companies were the right size for our product. One difficulty was that sometimes the results would include companies just outside our target range. For example, if we set the minimum number of employees at 10, we might see results for companies with 9 or 11 employees. To solve this problem, we simply increased the range by one on both sides so that our minimum became nine and our maximum became 11. This ensured that we only saw results for companies within our desired range.

Pros & Cons Expand Collapse

Pros and cons of using RelPro for your sales tools

Pros

  1. RelPro is easy to use and very intuitive. 
  2. It ensures that users are only contacting the right people at companies.
  3. Fewer clicks to get to the information needed.
  4. RelPro provides a wealth of knowledge in an easy-to-use format. 
  5. Their team also provided excellent customer service.

Cons

  1. The subscription usage can be expensive. 
  2. It can be overwhelming with the vast amount of information available. 
  3. There is a learning curve to using all the features effectively.
Pricing Expand Collapse

RelPro pricing

  • $3,600/year 

The price is expensive compared to other sales tools on the market. However, it is affordable, considering the features and benefits that RelPro offers its users. They have a free trial available, so you can test the tool before making a purchase.

#32 BuzzBoard

4.4
Overview Expand Collapse

BuzzBoard is a software tool that provides insights and definitions of scoring while you’re reviewing business reports. It also has the ability to run a quick competitive analysis and prospect by budget/industry. Additionally, it is easy to use and push leads into the CRM system. 

One unique feature of BuzzBoard is the Connect extension for Google Chrome which allows you to quickly and easily access information on any website, including competitor analysis and estimated spending for privately-held companies. Another useful feature is the Detailed Report which gives users an in-depth look at a company’s digital marketing efforts, including website traffic, organic and paid search performance, social media activity, etc. Segmentation is also possible with this software tool - dividing your market into smaller groups based on shared characteristics so you can target specific groups more likely to be interested in your product or service (location, age, and gender can be selected as criteria for segmentation). 

Generally, people find BuzzBoard easy to use and helpful in identifying potential prospects. However, some have found the platform slow and data scrubbing only sometimes accurate. Additionally, the Detailed Report may be overwhelming if you are unfamiliar with digital marketing terminology. It’s important to remember that the information in the report may not be 100% accurate as companies’ online efforts are constantly changing. Overall, BuzzBoard is a popular software tool that can be very helpful in sales - just remember to ask lots of questions so that it makes sense when you use it and understand how scores are weighted.

Your complete marketing automation platform to boost sales growth.

Conclusion

Compared to alternatives like Salesforce, HubSpot Sales, and Pipedrive, BuzzBoard is on the more expensive side. However, it offers many features that make it worth the price. For example, the Connect extension for Google Chrome is incredibly useful for sales tools because it allows you to quickly and easily access information on any website. Additionally, the Detailed Report provides users an in-depth look at a company’s digital marketing efforts. Segmentation is also possible with this software tool - dividing your market into smaller groups based on shared characteristics so you can target specific groups more likely to be interested in your product or service (location, age, and gender can be selected as criteria for segmentation). 

BuzzBoard ranks #32 on our list because it is an easy-to-use software tool with many features that make it valuable for sales teams. While it is more expensive than some alternatives, the price is justified by the wealth of features and data points offered by BuzzBoard. Regarding drawbacks, some users have found the platform slow and data scrubbing only sometimes accurate. Additionally, the Detailed Report may be overwhelming if you are unfamiliar with digital marketing terminology. It’s important to remember that the information in the report may not be 100% accurate as companies’ online efforts are constantly changing. Overall, BuzzBoard is a popular software tool that can be very helpful in sales - just remember to ask lots of questions so that it makes sense when you use it and understand how scores are weighted.

Top Features Expand Collapse

BuzzBoard Connect extension

Download and install Buzzboard chrome extension to get AI-driven sales insight anywhere.

What this is

The BuzzBoard Connect extension for Google Chrome allows you to quickly and easily access information on any website, including competitor analysis and estimated spending for privately-held companies. It has several features that make it an incredibly useful tool for sales, including the ability to see how a website ranks for certain keywords and information on advertising and social media activity. This feature works by taking a snapshot of the website you are visiting and then providing you with an analysis of that site. It will allow you to save that analysis later or share it with others.

Why this matters

The BuzzBoard Connect extension is incredibly useful for sales tools because it allows you to quickly and easily access information on any website. This feature is especially useful for competitor analysis, as it allows you to see how a website ranks for certain keywords and information on advertising and social media activity. Additionally, this tool can estimate spending for privately-held companies, which can help identify potential prospects. It also ensures that you have the most up-to-date information on a website, as it takes a snapshot of the site each time you visit. Without this feature, you would have to manually take a screenshot each time or rely on information that may not be accurate.

Our experience

We used the BuzzBoard Connect extension for sales tools while working with a retail industry client. We could quickly and easily access information on their website, including competitor analysis and estimated spending for privately-held companies. This feature was especially useful for competitor analysis, as it allowed us to see how their website ranked for certain keywords and information on advertising and social media activity. Additionally, this tool helped us estimate spending for privately-held companies, which helped identify potential prospects. The only difficulty we had was that sometimes the extension would not take a snapshot of the site, but we solved this by refreshing the page or restarting Chrome.

Detailed Report

What this is

The sales tools feature that comes in at number two is the Detailed Report. The Detailed Report provides users an in-depth look at a company's digital marketing efforts. This report includes information on a company's website traffic, organic and paid search performance, social media activity, and more. It is a valuable resource for companies that want to improve their digital marketing efforts. This feature allows users to input a company's website URL and generate a report. It will then provide users with a detailed report on the company's digital marketing efforts.

Why this matters

The Detailed Report is a valuable resource for companies that want to improve their digital marketing efforts. It provides an in-depth look at a company's website traffic, organic and paid search performance, social media activity, and more. This information can help improve a company's digital marketing strategy. Additionally, the Detailed Report can help create customized proposals for potential clients. By understanding what a company is already doing well online, you can better customize your proposal to address their specific needs. This is beneficial because it allows you to create a more targeted proposal, improving your chances of winning the business. With this feature, you can rely on general information about a company's digital marketing efforts, which may be useful.

Our experience

We have used the Detailed Report to help create customized proposals for potential clients. We inputted the URL of a potential client and generated a report. The report provided an in-depth look at the company's website traffic, organic and paid search performance, social media activity, and more. This information was then used to customize our proposal specifically for that client. We also used it when preparing for a meeting with a potential client. By understanding what they were already doing well online, we were able to tailor our conversation better and focus on areas where we could help them improve.

One difficulty we had was that the Detailed Report could be overwhelming if you are unfamiliar with digital marketing terminology. However, this can be solved by working with someone familiar with the terms or researching beforehand. Additionally, it is important to remember that the information in the report may be less than 100% accurate as companies' online efforts are constantly changing.

Segmentation

Identify subcategories for businesses to target your marketing efforts effectively.

What this is

Segmentation is dividing a market into smaller groups based on shared characteristics. This allows companies to target specific groups with tailored messages more likely to resonate. It has the potential to improve marketing ROI by increasing the relevance of communications. This feature allows the user to select criteria for segmenting their market, such as location, age, gender, income level, etc. It will then generate a list of prospects that meet those criteria. It is important to note that this is not a perfect science, and some factors may be more important than others in predicting customer behavior.

Why this matters

This feature is useful because it allows companies to target their marketing efforts effectively. By segmenting the market, they can focus on groups more likely to be interested in their product or service. This can save time and money by reducing the need for mass marketing campaigns that are less effective. Additionally, it can help improve customer satisfaction by ensuring that communications are relevant to their needs and interests. This is beneficial because satisfied customers will likely continue doing business with a company and may even provide positive word-of-mouth referrals. Without this feature, companies would need to rely on more indirect methods to identify relevant segments, such as market research.

Our experience

We’ve used this feature to segment our market by location, age, gender, and income level. We found it most effective when we focused on one or two criteria most important in predicting customer behavior. For example, when targeting families with young children, we found that location was more important than income level. This is because families are more likely to purchase products and services near their homes, with easy access. However, when targeting senior citizens, we found that income level was a better predictor of customer behavior. This is because seniors often have fixed incomes and may be more price sensitive than other groups. By focusing on the most important criteria for each target group, we could tailor our marketing messages and improve results effectively.

The only difficulty we had was trying to segment too narrowly. This can be counterproductive because it can result in messages that need to be more specific and resonate with a broader audience. For example, when we tried to segment by location and income level, we found that our messages could have been more effective. This is because many families with young children live in high-income areas and vice versa. By focusing on one or two criteria, we were able to create more effective marketing campaigns.

Pros & Cons Expand Collapse

Pros and cons of using BuzzBoard for your sales tools

Pros

  1. Allows you to quickly and easily access information on any website.
  2. Ensures that you have the most up-to-date information on a website.
  3. It can be used to estimate spending for privately-held companies.
  4. It can be used to segment your market.
  5. It can help improve customer satisfaction.

Cons

  1. Some have found the platform slow and data scrubbing only sometimes accurate. 
  2. The Detailed Report may be overwhelming if you are unfamiliar.
  3. The information in the report may be less than 100% accurate.
Pricing Expand Collapse

BuzzBoard pricing

  • $0-$499/month 
  • $500-$999/month 
  • $1000+/month 

BuzzBoard is a bit more expensive than some of the other options on the market, but it offers many features and data points that make it worth the price. They also offer a free trial to test the tool before committing to a paid plan.

#33 DemandScience Intelligence

4.3
Overview Expand Collapse

DemandScience Intelligence is a software tool that allows you to target your sales and marketing efforts at people who are interested in what you’re selling. It also saves you time by verifying your contact information and providing up-to-date data for your leads. It has several features that make it unique to other sales tools, such as targeting by buyer intent, confirmed connect, and lead enrichment. The tool is easy to use and has a 97% success rate in verifying contact information. It also saves you time by doing the work of verifying contact information for you.

Unlike other software tools, DemandScience Intelligence has the ability to target by buyer intent. This means that you can target your sales and marketing efforts at people who are interested in what you’re selling, which increases the chances of success for your campaigns. It also saves you time by allowing you to exclude people who are not interested in what you’re selling. Furthermore, it allows you to segment your prospects by their likelihood to buy so that you can prioritize your efforts. These are all beneficial because they result in more sales and higher ROI for your marketing campaigns.

DemandScience Intelligence is also unique because of its Confirmed Connect feature. This feature allows you to verify your leads’ contact information so that when outreach is made, you can be confident that it’s going to the right person at their current company with a 97% success rate. This is important because it helps to ensure that time isn’t wasted trying to contact someone any longer employed or with inaccurate info, and conversion rates improve as a result of only connecting those genuinely interested instead.

Upgrade your pipeline and achieve your sales growth goals with DemandScience.

Conclusion

Compared to alternatives like Salesforce and HubSpot, DemandScience Intelligence is more expensive. However, it offers more features, such as the ability to target by buyer intent, confirmed connect, and lead enrichment. It also has a higher success rate in verifying contact information. Overall, the price is justified by its features and benefits.

DemandScience Intelligence ranks #33 on our list because of its unique ability to target buyer intent and its high success rate in verifying contact information. Although it is more expensive than some alternatives, the price is justified by its features and benefits. Unlike other software tools, DemandScience Intelligence has the ability to target buyer intent, which means that you can target your sales and marketing efforts at people who are interested in what you’re selling. It also saves you time by allowing you to exclude people who are not interested in what you’re selling. Furthermore, it allows you to segment your prospects by their likelihood to buy so that you can prioritize your efforts. These are all beneficial because they result in more sales and higher ROI for your marketing campaigns. In addition, the Confirmed Connect feature allows you to verify your leads’ contact information so that when outreach is made, you can be confident that it’s going to the right person at their current company with a 97% success rate. This is important because it helps ensure that time isn’t wasted trying to contact someone any longer employed or with inaccurate info, and conversion rates improve as a result of only connecting those genuinely interested instead.

Top Features Expand Collapse

Buyer Intent

Actionable buying signals to help you target buyers who need you now.

What this is

With the buyer intent feature, you can target based on what your potential customer is interested in. You can use this data to create targeted marketing and sales efforts that are more likely to succeed. This feature has the ability to download previously downloaded contacts or exclude them at the click of a button. It is also possible to target by SIC code. This feature analyzes a prospect’s online behavior and identifies when they are researching products or services like yours. It will then score the likelihood that they are in the market to buy.

Why this matters

This feature is important because it allows you to target your marketing and sales efforts at people interested in what you're selling. This increases the chances of success for your campaigns and makes them more efficient. It also saves time by allowing you to exclude people who are not interested in what you're selling. Furthermore, it allows you to segment your prospects by their likelihood to buy so that you can prioritize your efforts. These are all beneficial because they result in more sales and higher ROI for your marketing campaigns. Without this feature, you would have to rely on guessing who might be interested in your product or service, which is often inaccurate.

Our experience

We used the buyer intent feature to target our marketing and sales efforts at people interested in what we were selling. This increased the chances of success for our campaigns and made them more efficient. We created a list of potential customers and then used the buyer intent feature to score them. We could segment our prospects by their buying likelihood, which helped us prioritize our efforts. This resulted in more sales and higher ROI for our marketing campaigns. We also used it to contact people who had already downloaded our product. We found this to be very helpful because it saved us time and effort by allowing us to exclude people who were not interested in what we were selling. The only difficulty we had was that many results didn’t have an email, making it difficult to contact the right person. However, we were able to solve this by using other methods of outreach, such as LinkedIn.

Confirmed Connect

Take a streamlined and fast-track approach to prospecting and avoid wasting valuable time.

What this is

Confirmed Connect is a feature that allows you to verify your leads' contact information to ensure that you are reaching out to the right people. To use Confirmed Connect, you simply upload a list of contacts into the tool, and DemandScience will match those contacts with their database. If there is a match, then the contact information will be verified. It has a 97% success rate. This feature is helpful because it ensures that you are not wasting time trying to reach out to people who are no longer at the company or need the correct contact information. It will then provide you with a list of verified contacts you can download and use for your marketing or sales efforts.

Why this matters

This feature is important because it helps ensure your marketing and sales efforts are well-spent. It also saves you time by doing the work of verifying contact information for you. This means that you can spend more time connecting with leads rather than trying to track them down. In addition, this feature can help improve your conversion rate by ensuring that you are only contacting people who are interested in what you have to say. This feature is beneficial because it allows you to focus your efforts on people who are more likely to be interested in what you have to say. It also saves you time by doing the work of verifying contact information for you. With this feature, you can save time tracking leads and verifying their contact information, which could lead to a higher conversion rate.

Our experience

We found the Confirmed Connect feature very helpful in verifying our leads' contact information. We could quickly upload a list of contacts and receive a list of verified contacts that we could use for our marketing or sales efforts. This saved us time and ensured that we were not wasting our time on leads who were no longer interested in what we had to say. We also used this when trying to connect with new leads. By verifying their contact information, we were sure that we were reaching out to the right people and saving our time on leads who needed the correct information. This helped us improve our conversion rate by ensuring we only contacted people interested in what we had to say. Our only challenge was that the feature only worked with some of our leads' contact information. However, we solved this problem by manually verifying the contact information for those leads. Overall, we found this feature very helpful and would recommend it to others.

Lead Enrichment

Get accurate and up-to-date data with DemandScience's data enrichment solution.

What this is

Lead Enrichment is a feature that allows you to add missing data points to your leads, such as contact information or job title. This can be done manually by searching for the lead and adding the missing data points yourself or automatically by using DemandScience Intelligence’s smart fill feature. It matches the lead's information with public data sources and fills in the missing data points. It will then show you the results so that you can verify that the information is correct before saving it to your lead.

Why this matters

This feature is important because it lets you have complete and up-to-date information for your leads, which is necessary for effective sales and marketing. Having incomplete or outdated information can lead to wasted time and resources spent trying to contact a lead who has moved on from their job or no longer uses the same email address. It can also result in miscommunication if you cannot reach the right person at a company because you need their updated contact information. This is beneficial because it lets you have the most current information for your leads, saving time and resources. Without this feature, you would have to manually search for this information or rely on outdated data sources, which can lead to wasted time and resources.

Our experience

We used the Lead Enrichment feature to add missing data points to our leads, such as contact information or job title. We found it very easy to use, saving a lot of time we would have otherwise spent searching for this information. We also used this feature when we had a lead with outdated information and could not reach them. Using Lead Enrichment, we could update the contact information and eventually get in touch with the lead. 

We only had difficulty automatically filling in missing data points using the smart fill feature. We found that it only sometimes returned accurate results and sometimes showed information for people who were no longer at the company or no longer held the same position. To solve this problem, we verified the results before saving them to our lead by manually searching for the updated information. 

Pros & Cons Expand Collapse

Pros and cons of using DemandScience Intelligence for your sales tools

Pros

  1. Provides quality leads and up-to-date data.
  2. The confirmed connect feature saves time.
  3. Lead enrichment ensures complete and accurate information.
  4. Ensures that marketing and sales efforts are well-spent.
  5. Focuses efforts on people who are interested in what you’re selling.

Cons

  1. The smart fill feature only sometimes returns accurate results. 
  2. It may be easier to contact the right person with updated information. 
  3. Outdated information can lead to wasted time and resources.
Pricing Expand Collapse

DemandScience Intelligence pricing

  • $3,600/year 
  • $300/month 

DemandScience Intelligence pricing is expensive compared to other sales tools on the market. However, it is affordable when considering the features and benefits that it offers. It does not have a free trial, but you can get a quote for pricing.

#34 Bombora Company Surge®

4.4
Overview Expand Collapse

Bombora Company Surge is a software tool that allows salespeople to see which companies are actively shopping for their services and solutions. Additionally, the integration between Bombora and Hubspot is incredibly robust. You can see a contact’s surge score, the number of topics they’re searching for, which topics, and if they’re surging on any clusters right from the contact screen. This feature works by syncing your Bombora account with HubSpot so that all your data is automatically pulled into HubSpot. It will then show you which companies are actively shopping for your services and solutions.

What sets this software tool apart from others is its ability to easily track sales pipelines and the wealth of insights it provides into what companies are interested in your products or services. This information can create targeted marketing campaigns that appeal to your prospect's pain points. Additionally, this feature can help save time by automating pulling data into HubSpot. Unlike other software tools, Bombora Company Surge® provides an all-in-one solution for salespeople who want to be more strategic with their outreach.

Get the most out of the leading B2B sales and marketing software tool for sustainable sales growth.

Conclusion

Compared to alternatives like SalesLoft and Outreach, Bombora Company Surge® is much more affordable. SalesLoft costs $2,500 per month, and Outreach starts at $1,400 per month. Additionally, Bombora Company Surge provides more features than both of these alternatives. For example, it has the Net-New Account to HubSpot feature, allowing you to see which companies are actively shopping for your services and solutions. It also has the Topic Clusters feature, which helps salespeople quickly understand what companies are interested in so they can adapt their pitch accordingly. Finally, it has Salesforce integration, allowing you to connect Bombora Company Surge with your account. This will allow you to see which companies are researching topics related to your business and also receive notifications when there is a surge in activity for a particular topic.

Bombora Company Surge® ranks #34 on our list because it provides an all-in-one solution for salespeople who want to be more strategic with their outreach. Additionally, the integration between Bombora and Hubspot is incredibly robust. You can see a contact’s surge score, the number of topics they’re searching for in the sales tools, which topics, and if they’re surging on any clusters right from the contact screen. Overall, we’ve found this feature very useful and would recommend it to others.

Top Features Expand Collapse

Net-New Account to HubSpot

Automatically and easily add net-new account to Hubspot with just a few clicks.

What this is

The Net-New Account to HubSpot feature lets you see which companies are actively shopping for your services and solutions. This data is automatically pulled into HubSpot, so you can easily keep track of your sales pipeline. Additionally, the integration between Bombora and Hubspot is incredibly robust. You can see a contact’s surge score, the number of topics they’re searching for, which topics, and if they’re surging on any clusters right from the contact screen. This feature works by syncing your Bombora account with HubSpot so that all your data is automatically pulled into HubSpot. It will then show you which companies are actively shopping for your services and solutions.

Why this matters

This feature is important because it lets you easily track your sales pipeline. Additionally, it provides valuable insights into what companies are interested in your products or services. This information can create targeted marketing campaigns that appeal to your prospect's pain points. Finally, this feature can help save time by automating pulling data into HubSpot. These are all beneficial because they can help you close more deals and increase sales. Without this feature, you would have to pull data into HubSpot, which can be time-consuming manually.

Our experience

We’ve found this feature incredibly useful for tracking our sales pipeline. The integration between Bombora and Hubspot is very robust and has helped keep all of our data organized. Additionally, seeing which companies are actively shopping for our services has been valuable in creating targeted marketing campaigns. We also used this when we were first setting up our account. What we did was sync our Bombora account with HubSpot. This was helpful because it saved us time by automatically pulling all of our data into HubSpot. However, we had difficulty understanding how to use the Net-New Account to HubSpot feature. We solved this problem by reaching out to customer support, and they walked us through the process. Overall, we’ve found this feature very useful and would recommend it to others.

Topic Clusters

What this is

Topic Clusters are a way to group together similar topics so you can get an overview of what a company is interested in. This is especially useful if you have a large number of topics that you want to keep track of.  You can create your own topic clusters or use the ones Bombora Company Surge® provides. Go to the Clusters tab to create your own and click Create Cluster. Then, give your cluster a name and description, and add the topics you want to include. Once you're done, click Save.  To use one of Bombora Company Surge's pre-made clusters, go to the Marketplaces tab and select Topic Clusters. From there, browse the available clusters and choose one that looks relevant to your business.

Why this matters

Topic Clusters help salespeople quickly understand what companies are interested in so they can adapt their pitch accordingly. It also helps salespeople prioritize which companies they should reach out to first. For example, say you sell event planning software, and someone searches for event planning software. That’s great. But it doesn't tell you much about what kind of event they’re planning or how big it is. If you know that they're also searching for terms like a wedding planner and birthday party, then you know that this person is probably planning a small event like a wedding or birthday party. This information will help you tailor your pitch so it's more relevant to their needs. This is beneficial because it helps you close more deals and ensures that your sales team is pitching to the right people. In addition, it can help you save time by prioritizing which companies to reach out to first. 

Our experience

We found that the Topic Clusters were a helpful way to understand what companies were interested in. We created our own cluster for event planning software and added relevant topics like wedding planning and birthday parties. This helped us understand that the company we were pitching to was interested in small events, so we tailored our pitch accordingly. The only difficulty we had was figuring out how to create our own cluster. But Bombora Company Surge® has great customer support, so they quickly walked us through the process.

Salesforce integration

Integrate directly with Salesforce and have more targeted high-quality outreach and conversions.

What this is

The Salesforce integration allows you to connect Bombora Company Surge® with your Salesforce account. This will allow you to see which companies are researching topics related to your business and also receive notifications when there is a surge in activity for a particular topic. This feature works by syncing your Bombora Company Surge® account with your Salesforce account. It will then show you which companies are researching topics related to your business and notify you when there is a surge in activity for a particular topic. It is important to note that this feature is only available for Salesforce accounts.

Why this matters

This feature is important because it lets you see which companies are researching topics related to your business and receive notifications when there is a surge in activity for a particular topic. This can help you determine which companies are most likely interested in your product or service and also allow you to target your marketing and sales efforts effectively. Additionally, this feature can help you save time by automating finding potential customers actively searching for products or services like yours. This is beneficial because it allows you to focus your time and energy on other aspects of your business. With this feature, you can manually search for companies researching topics related to your business, which can be time-consuming and difficult.

Our experience

We found the Salesforce integration helpful in finding potential customers actively searching for products or services like ours. We saved a lot of time by using this feature because it allowed us to automate finding companies interested in our product or service. Additionally, we found that the notifications we received when there was a surge in activity for a particular topic were very useful in helping us determine which companies were most likely interested in our product or service. We created a list of target companies on which we wanted to focus our sales and marketing efforts. Then, we used the Salesforce integration to find companies actively searching for products or services like ours. This saved us a lot of time because we didn't need to search for these companies manually. Additionally, we found that the notifications we received when there was a surge in activity for a particular topic were very useful in helping us determine which companies were most likely interested in our product or service. 

However, one difficulty was that the data visualization could be better. We would have liked to see more information about each company, such as their size, location, and contact information. Additionally, it would have been helpful if there was an option to export this data into a spreadsheet so that we could further analyze it and create custom reports.

Pros & Cons Expand Collapse

Pros and cons of using Bombora Company Surge® for your sales tools

Pros

  1. Provides valuable insights into what companies are interested in.
  2. Reduces the amount of time needed to search for companies manually.
  3. The Salesforce integration is very robust.
  4. Helps create targeted marketing campaigns.
  5. Ensure that your sales team is pitching to the right people.

Cons

  1. The data visualization could be better. 
  2. Does not provide information about each company's size, location, and contact information. 
  3. The Salesforce integration is only available for Salesforce accounts.
Pricing Expand Collapse

Bombora Company Surge® pricing

We paid $1,000 for Bombora Company Surge, which we think is affordable in the market for a tool that does sales tools. They have a free trial, and you have to get a quote for pricing.

#35 Growbots

4.5
Overview Expand Collapse

Growbots is a software tool that allows you to automate your sales process by sending emails to customers or prospects automatically, without manual intervention. You can set up email automation in Growbots by creating rules that determine when and how often an email should be sent. Growbots's Advanced Segmentation feature lets you target your audience more specifically with laser precision. You can segment by company size, location, industry, technology, etc. 

What sets this software tool apart from others is its ability to automate your sales process through email automation and its advanced segmentation feature, which allows for a more targeted approach when reaching out to potential customers. Another great selling point of Growbots is its engagement tracking feature, which gives you valuable insights into how your emails are received. The only drawback of this tool is that it can be on the pricier side compared to other similar software tools. However, given the features and benefits that Growbots offers, it may be worth the investment for companies serious about streamlining their sales process. Growbots is a great tool for automating your sales process and staying top-of-mind with your prospects. 

Unlock your growth potential and automate your sales process with Growbots.

Conclusion

Compared to alternatives like HubSpot and Salesforce, Growbots is more expensive. However, it does offer a free trial, which is helpful. You do have to get a quote for pricing, which could be seen as a drawback.

Growbots ranks #35 on our list because of its ability to automate your sales process by sending emails to customers or prospects automatically without manual intervention. Additionally, the advanced segmentation feature lets you target your audience more specifically with laser precision, while engagement tracking allows you valuable insights into how well-received your messages are. Unlike other software tools, Growbots can be pricier; however, given its features and benefits, it may be worth the investment for companies serious about streamlining their sales process. Regarding email automation and advanced segmentation, Growbots is a great tool that offers many features to help streamline your sales process.

Top Features Expand Collapse

Email Automation

Personalized your email and automate your follow-ups with Growbots.

What this is

Email automation automatically sends emails to customers or prospects without manual intervention. You can set up email automation in Growbots by creating rules that determine when and how often an email should be sent. For example, you can create a rule to send an email to every new lead within 24 hours. It's a great way to stay in touch with your leads without remembering to do it manually. This feature is also useful for sending follow-up emails, thank-you notes, and other automated messages.

Why this matters

Email automation is a great way to stay in touch with your leads without remembering to do it manually. It's also great for sending follow-up emails, thank-you notes, and automated messages. Automated email can help you close more deals by staying top-of-mind with your prospects and keeping the communication lines open. In addition, an automated email can help you save time by eliminating the need to send emails manually. This is beneficial because it frees up your time to do other tasks, such as prospecting or meeting with clients. With this feature, you can remember to send each email manually, which can take time and effort to keep track of. 

Our experience

We've used email automation in Growbots for our work with a few different clients. It's helped me stay in touch with leads and send follow-up emails automatically. We've found it easy to set up rules for when and how often an email should be sent. We created a rule to send an email to every new lead within 24 hours. This has worked well for us because it keeps the communication lines open, and we don't have to remember to do it manually. We also used it when we wanted to send thank-you notes to our clients automatically. This was helpful because it saved us time, and we didn't have to remember to do it manually. 

The only difficulty we had was when we tried email automation for a client with many leads coming in at once. What happened was that the system got overwhelmed and couldn't keep up with the demand. We solved this problem by breaking up the leads into smaller batches and sending them out over a period of time. 

Advanced Segmentation

What this is

Growbots' 2nd most important feature is its Advanced Segmentation which lets you target your audience more specifically with laser precision. You can segment by company size, location, industry, technology, etc. You must note that you can segment your list before building it. This feature takes your target criteria and builds a list of companies that match those criteria. It will allow you to save that list later in your outreach.

Why this matters

This feature is important for a company that wants to do sales tools because it allows them to be very specific with their target audience. It also saves time by building the list before they even start their outreach. This way, they can focus on other things, like crafting their message or creating their campaign. In addition, this feature allows you to keep track of your progress and see how many companies you've contacted, how many responses you've gotten, etc. This is important because it allows you to be very specific with your target audience and also allows you to save time by building your list before you even start. Without this feature, you would have to manually build your list, which would take time and effort.

Our experience

We used this feature for our work by first segmenting our target audience by company size, location, industry, technology used, and more. We then built a list of companies that matched those criteria. After we saved the list, we could focus on other things like crafting our message or creating our campaign. We also used it to figure out our progress because it allowed us to see how many companies we contacted and how many responses we got. The only difficulty we had was that the list seemed to need to be updated in real-time, so we had to refresh it occasionally. However, other than that, this feature was very helpful for our work.

Engagement Tracking

What this is

Engagement tracking is a feature that allows you to see which of your emails have been opened and by whom. You can also see when they were opened, how many times, and on what device. This information can be used to segment your leads and target them with more relevant content. This feature works by adding a tracking pixel to your emails, which is invisible to the recipient. When the email is opened, it will appear in your Growbots account. It is important to note that this feature only works if the recipient has images enabled in their email client.

Why this matters

This feature is important because it lets you see which emails are being opened and by whom. This information can be used to segment your leads and target them with more relevant content. By knowing when someone opens your email, you can follow up with them at a time that is convenient for them. Additionally, if you know what device they are using to view your email, you can optimize your email for that device. This is beneficial because it allows you to ensure your email is being seen the way you want it to be. With this feature, you would know if your emails are being opened or on what device they are being viewed.

Our experience

We used the engagement tracking feature to segment our leads and target them with more relevant content. We found that this feature was particularly useful for follow-up purposes. By knowing when someone had opened our email, we were able to follow up with them at a time that was convenient for them. We also used this when optimizing our emails for different devices. This helped ensure that our email looked how we wanted it to on all devices. We created two versions of our email, one for desktop and one for mobile. Then we used the engagement tracking feature to see which version was being opened more on each device. This allowed us to ensure that our email looked good on desktop and mobile devices. The only difficulty with this feature was that it did not work if the recipient had images disabled in their email client. However, we solved this by creating a plain text version of our email.

Pros & Cons Expand Collapse

Pros and cons of using Growbots for your sales tools

Pros

  1. Email automation saves time by eliminating the need to send emails manually. 
  2. Allows for a more targeted approach when reaching out to potential customers. 
  3. Provides valuable insights into how your emails are being received. 
  4. Help you close more deals.
  5. Growbots is easy to use and has a great customer support team.

Cons

  1. Growbots can be on the pricier side.
  2. The system can get overwhelmed if there is a high volume of leads.
  3. It may take some time to learn all of Growbots's features.
Pricing Expand Collapse

Growbots pricing

  • $399/month 

Growbots is a bit expensive compared to other sales tools in the market. However, it does offer a free trial, which is helpful. You do have to get a quote for pricing, which could be seen as a drawback.

#36 PartnerTap

4.8
Overview Expand Collapse

PartnerTap is a software tool that helps sales organizations quickly and easily find potential partnerships. It does this by connecting to your Salesforce account and automatically finding connections between your organization and its partners. It then displays these connections in an easy-to-read format that can be exported and shared with others. What makes PartnerTap unique is its ability to quickly connect you with potential partners who are using the same software as you are. This way, you can start collaborating immediately without wasting time manually checking which software they are using. In addition, PartnerTap's notification feature ensures that you stay up-to-date on what is happening with your account so that you never miss an important opportunity.

Regarding ease of use, PartnerTap is very easy to use and connect with your Salesforce account. The only difficulty we had was connecting our Salesforce account because it required a lot of clicks. However, after getting through that barrier, we could use the Accounts feature without any issues. I need help finding this information regarding popularity, support, and pricing, as there was no public-facing website for PartnerTap. Overall, PartnerTap is an effective sales enablement tool that saves users time and energy by automating finding and potential mapping partnerships.

Accelerate your sales growth and empower your sales team to drive more revenue.

Conclusion

Compared to alternatives like HubSpot Sales, PartnerTap's price is expensive. HubSpot Sales costs $50/month for the Professional Plan and $100/month for the Enterprise Plan. However, PartnerTap provides more features than HubSpot Sales. For example, PartnerTap has an Accounts feature that allows you to quickly and easily find potential partnerships. It also has a G2 integration that helps you find potential partners who are using the same software as you are. In addition, it has a notification feature that ensures that you stay up-to-date on what is happening with your account so that you never miss an important opportunity. Overall, PartnerTap is more expensive but provides more features and benefits than alternatives.

PartnerTap ranks #36 on our list because it provides many features and benefits compared to its alternatives; however, its price is higher than most sales tools on the market. Regarding features, PartnerTap has an Accounts feature that allows users to quickly and easily find potential partnerships. Regarding benefits, PartnerTap’s G2 integration helps you find potential partners using the same software as you. Plus, its notification feature ensures that you stay up-to-date on what is happening with your account so that you never miss an important opportunity. Although it is more expensive than most sales tools, PartnerTap provides features and benefits that make it worth the price.

Top Features Expand Collapse

Accounts

Connect your CRM or invite your partners to connect to your PartnerTap account for real-time data syncing and sharing.

What this is

PartnerTap's Accounts feature allows users to upload lists of accounts or connect with their CRM system to map out potential partnerships. The application then compares the two data sets and lists joint customers, prospects, and greenfield opportunities. It is designed to save users time and energy by eliminating the need for manual reporting. This feature works by syncing with a company's Salesforce account and automatically finding connections between the organization and its partners. It will then display these connections in an easy-to-read format that can be exported and shared with others.

Why this matters

The Accounts feature is important because it allows companies to quickly and easily find potential partnerships. It also allows companies to share account lists with their partners to collaborate better on sales opportunities. This feature is especially useful for companies with many partners or growing their channel business. By automating finding and potential mapping partnerships, PartnerTap's Accounts feature saves users time and energy so they can focus on other tasks. This is beneficial because it allows companies to be more efficient and effective in their sales efforts. With this feature, companies can easily compare account lists and try to find commonalities between their organization and its partners. This time-consuming and error-prone process can be easily avoided by using PartnerTap's Accounts feature.

Our experience

We used the Accounts feature to connect with our CRM system and automatically map out potential partnerships. We found this feature very easy to use, saving us a lot of time compared to manual reporting. We also used this when sharing account lists with our partners. We found it a great way to collaborate on sales opportunities, and we quickly found commonalities between our organization and its partners. What we did was we took our account lists and uploaded them into PartnerTap. Then, we connected our Salesforce account so that the application could automatically find connections between our organization and its partners. After that, we could view these connections in an easy-to-read format and export them for sharing. The only difficulty we had was connecting our Salesforce account because it required a lot of clicks. However, after getting through that barrier, we could use the Accounts feature without any issues.

G2 Integration

What this is

G2 is a software review platform that helps companies make informed decisions about what software to use. With PartnerTap's G2 integration, you can see which of your potential partners are also using the same software as you are. This way, you can connect with them and start collaborating right away. It works by connecting to your Salesforce account and finding potential partners who are using the same software as you are. It then shows you their contact information so you can reach out to them and start collaborating.

Why this matters

The G2 integration is important because it helps you find potential partners who are using the same software as you are. This way, you can connect with them and start collaborating right away. It is a great way to find potential partners and connect with them quickly. This feature also ensures that you are always up-to-date on which software your potential partners are using. This is beneficial because you can ensure that you always use the same software as your potential partners. Without this feature, you would have to manually check your potential partners' software and reach out to them. This is time-consuming and can be easily forgotten. With PartnerTap's G2 integration, you can quickly find potential partners and connect without wasting time manually checking which software they are using.

Our experience

We used the G2 integration when looking for potential partners using the same software as us. We found it a great way to connect with potential partners and collaborate quickly. We connected our Salesforce account to PartnerTap and then searched for potential partners using the same software as us. We found it a quick and easy way to find potential partners and connect with them. Our only difficulty was that we didn’t always know which software our potential partners used. This made it difficult to connect with them sometimes because we didn’t know what software they were using. However, we solved this problem by manually checking our potential partners' software before reaching out to them.

Notifications

What this is

A notification is a message that PartnerTap sends to you to let you know about something important that has happened to your account. For example, if someone shares an opportunity with you or if there are new matches in your mapped accounts, you will get a notification. You can choose how and when you want to be notified - by email, text, or the app. This feature works by sending you a notification whenever there is something important that you need to know about your account. It will then be up to you to decide how and when you want to be notified.

Why this matters

This feature is important because it allows you to stay up-to-date on what is happening with your account. It also allows you to choose how and when you want to be notified about things so that you can be sure that you are getting the information you need in a way that works for you. In addition, this feature helps to keep you organized by keeping all of the important information about your account in one place. This is beneficial because it can save you time and energy that would otherwise be spent trying to track down information about your account from multiple sources. Without this feature, you would likely miss important information or be unable to keep track of everything happening with your account.

Our experience

We have found this feature to be very helpful in informing us about what is happening with our account. We appreciate being able to choose how and when we want to be notified about things. This has been especially helpful for us when we are trying to stay on top of multiple accounts at the same time. We set up our notifications to receive an email whenever something important happens with our account. This allowed us to stay on top without constantly checking the app. We encountered difficulties when setting up our account because we needed to figure out how to turn on the notifications. However, we could find the instructions for doing this in the help center, which was very easy to do once we knew where to look.

Pros & Cons Expand Collapse

Pros and cons of using PartnerTap for your sales tools

Pros

  1. Automates the process of finding and mapping potential partnerships.
  2. Easy to use with a straightforward click-through design. 
  3. Seamless integration between PartnerTap and Salesforce. 
  4. Quickly connects you with potential partners.
  5. The notification feature ensures that you stay up-to-date.

Cons

  1. The connection between Salesforce and PartnerTap requires a lot of clicks.
  2. It does not seem possible to buy PartnerTap without first signing up for a free trial.
  3. It is difficult to find information about support or pricing.
Pricing Expand Collapse

PartnerTap pricing

  • $120/month for the Professional Plan
  • $240/month for the Enterprise Plan

The price is expensive when compared to other sales tools on the market. However, it is affordable, considering the features and benefits of PartnerTap. Plus, they offer a free trial to try before buying.

#37 amplemarket

4.5
Overview Expand Collapse

Amplemarket is a software tool that allows you to easily add new leads and contacts from LinkedIn into Amplemarket with one click. There is no need to leave the LinkedIn page or even have Amplemarket open in a separate tab. You can also use the extension to create new lists of leads, which can be helpful if you want to segment your outreach or run different campaigns for different groups of people. This feature integrates with LinkedIn’s API, so it is always up-to-date and accurate. It will then show you the contact’s information in Amplemarket, including their email address, job title, and company name.

Its liquid syntax sets it apart from other software tools, allowing for advanced email outreach personalization. With this feature, you can insert information from a lead’s profile into an email template, making each message seem more personalized and less like a mass mailing. It is also possible to create dynamic content blocks that change based on information in a lead’s profile, allowing you to customize each message further. Furthermore, the Salesforce integration is important because it allows users to have all their sales data in one place. This way, they can track their leads and opportunities more easily and see how their outreach efforts impact their sales pipeline. Overall, Amplemarket is a great tool that can be very helpful in increasing response rates and the quality of responses received. 

The only sales platform you need to reach your growth goal.

Conclusion

Compared to alternatives like SalesLoft and Outreach, amplemarket is more expensive. However, it does offer some unique features that these other tools do not have. For example, the liquid syntax feature allows for advanced personalization in email outreach. This can help increase response rates and the quality of responses received. Additionally, the Salesforce integration is important because it allows users to have all their sales data in one place. This way, they can track their leads and opportunities more easily and see how their outreach efforts impact their sales pipeline. 

amplemarket ranks #37 on our list because it is a great tool that can be very helpful in increasing response rates and the quality of responses received. In terms of pricing, it is more expensive than some alternatives. It offers some unique features that other tools do not have, like liquid syntax for advanced personalization in email outreach. In addition, the Salesforce integration is important because it allows users to have all their sales data in one place. Overall, Amplemarket is a great tool that can be very helpful in increasing response rates and the quality of responses received, but it is pricier than some alternatives.

Top Features Expand Collapse

Liquid Syntax

Highly personalized and adapt your email outreach campaigns with amplemarket.

What this is

Amplemarket's #1 feature is its liquid syntax, allowing for advanced email outreach personalization. With this feature, you can insert information from a lead's profile into an email template, making each message seem more personalized and less like a mass mailing. It is also possible to create dynamic content blocks that change based on information in a lead's profile, allowing you to customize each message further. This feature uses tags to pull information from a lead's profile and insert it into an email template. It will then automatically populate the information into each message when it is sent.

Why this matters

Personalizing messages is important because it allows you to stand out from the noise of mass emails. Including information specific to each lead can make your message more relevant and tailored to their interests. This can help increase the response rate and the quality of responses received. Additionally, dynamic content blocks allow you to customize each message further based on a lead's profile, making it even more likely that they will engage with your email. This is beneficial because it allows you to send more targeted messages that are more likely to result in a sale. Without this feature, it would be much more difficult to stand out from the competition and make each message seem personal.

Our experience

We have used this feature extensively in our outreach efforts and have found it extremely helpful in increasing response rates. It can be a bit challenging to set up at first, but once you get the hang of it, it is relatively easy to use. We created a few different email templates with different dynamic content blocks. This allowed us to customize each message further and ensure we always sent the most relevant information to each lead. One area we could have improved was that there was no way to preview what your email would look like before you sent it. This made it difficult to know whether everything was set up correctly. However, we solved this problem by sending test emails to ourselves before sending them out to our entire list. Overall, this feature has been extremely helpful in increasing our response rates and the quality of responses received.

Salesforce Integration

What this is

Salesforce is a CRM software that allows businesses to track customer interactions, sales opportunities, and more. Amplemarket's Salesforce integration allows users to import their leads from Salesforce into Amplemarket and then sync their contact information between the two platforms. This way, users can have all their prospecting data in one place. It works by creating a mapping between the two platforms so that when a lead is created in Salesforce, it is automatically added to Amplemarket. It also works the other way so that when a lead is contacted in Amplemarket, their contact information is updated in Salesforce.

Why this matters

The Salesforce integration is important because it allows users to have all their sales data in one place. This way, they can track their leads and opportunities more easily and see how their outreach efforts impact their sales pipeline. Additionally, this integration makes it easy to keep your prospecting data up-to-date by automatically syncing between the two platforms. This is beneficial because it ensures you always use the most up-to-date information when contacting leads. Furthermore, it saves you from manually updating your data in multiple places. This is beneficial because it saves time and prevents errors. Without this feature, users would have to manually export their data from Salesforce and import it into Amplemarket, which is time-consuming and prone to errors.

Our experience

We found the Salesforce integration very helpful in keeping our prospecting data up-to-date. We could automatically sync our leads between the two platforms, which saved us a lot of time. Additionally, we found that mapping between the two platforms was very accurate and allowed us to easily find our leads in Amplemarket. What we did was create a list of leads in Salesforce and then sync them to Amplemarket. We found that the process was very straightforward and easy to use. 

However, we did encounter one difficulty. The difficulty was that when we attempted to import our leads from Salesforce into Amplemarket, we received an error message saying that the lead could not be found. After some troubleshooting, we determined that the issue was due to a discrepancy between the lead's email address in Salesforce and their email address in Amplemarket. To solve this problem, we simply updated the email address in Amplemarket to match the email address in Salesforce. Once we did this, our leads were imported successfully into Amplemarket.

Chrome Extension

Install amplemarket chrome extension and leverage LinkedIn for seamless sales process.

What this is

With one click, the chrome extension lets you quickly add new leads and contacts from LinkedIn into Amplemarket. There is no need to leave the LinkedIn page or even have Amplemarket open in a separate tab. You can also use the extension to create new lists of leads, which can be helpful if you want to segment your outreach or run different campaigns for different groups of people. This feature integrates with LinkedIn’s API, so it is always up-to-date and accurate. It will then show you the contact's information in Amplemarket, including their email address, job title, and company name.

Why this matters

The chrome extension is important because it makes it easy to add new leads to Amplemarket without leaving LinkedIn or opening up a separate tab. This can save time, especially if you add many leads at once. It also ensures that your data is always accurate, as it integrates with LinkedIn’s API. This is important because you will not waste time manually updating your data or cleaning up inaccuracies. In addition, it provides valuable information about each lead, such as their email address, job title, and company name. This can help segment your outreach or create targeted campaigns. Without this feature, you would have to manually look up this information for each lead, which would be time-consuming and could lead to errors.

Our experience

We found the chrome extension very easy to use, saving us a lot of time when adding new leads. We also appreciated its accuracy, as we could handle data entry mistakes. We also used it when segmenting our outreach by job title and company size. This helped ensure we sent the right message to the right people. We created a list in Amplemarket for each job title and company size and then used the chrome extension to quickly add leads that fit into those categories. This saved us a lot of time and helped us to create more targeted campaigns. The only difficulty we had was when we tried to use it with LinkedIn Sales Navigator. We found that it did not work well with Sales Navigator, so we used Amplemarket’s search tool instead.

Pros & Cons Expand Collapse

Pros and cons of using amplemarket for your sales tools

Pros

  1. Amplemarket is easy to use and super effective.
  2. They have a great sales and customer success team.
  3. Ensures that your data is always accurate.
  4. It saves you time by not leaving LinkedIn or opening a separate tab.
  5. Provides valuable information about each lead.

Cons

  1. It may be challenging to set up at first.
  2. Before you send it, there is no way to preview what your email will look like.
  3. The chrome extension does not work well with LinkedIn Sales Navigator.
Pricing Expand Collapse

amplemarket pricing

  • $79 per month 

The pricing for amplemarket is expensive compared to other sales tools. They do not have a free trial, but you can get a quote for pricing.

#38 Slintel

4.5
Overview Expand Collapse

Slintel is a software tool that offers technographic data, a search intent module, and a chrome extension to get contact information from any website. It’s less expensive than Zoominfo and has been reviewed to help understand a company’s needs and determine whether or not they would be a good fit for your product or service. 

Additionally, the technographic data can be used to develop targeted marketing campaigns and sales forecasting. At the same time, the search intent module allows you to see what keywords prospects have been searching for. The chrome extension provides quick access to contact information from any website without having to search for it manually. There can be some drawbacks, such as their mobile numbers only being 50% correct or their support not being responsive, but overall, Slintel seems like a helpful tool at an affordable price.

Slintel's technographic data is a database of information on companies’ technology that sets it apart. This includes what software they use, what kind of hardware they have, and other information about their technology infrastructure. Additionally, the Slintel Search Intent Module allows users to see the keywords prospects have been searching for to understand their needs better. Overall, these features make Slintel unique to other sales tools and helpful in understanding a company’s needs and determining whether they would be a good match for your product.

Identify active buyers and and find more sales opportunities with Slintel.

Conclusion

Compared to alternatives like Zoominfo, Slintel is a more affordable option that still offers valuable features like technographic data and the search intent module. Additionally, their chrome extension provides quick access to contact information from any website. While there can be some drawbacks, such as their mobile numbers only being 50% correct or their support needing to be more responsive, overall, Slintel seems like a helpful tool at an affordable price.

In terms of features, Slintel offers technographic data, a search intent module, and a chrome extension to get contact information from any website. It’s less expensive than Zoominfo and has been reviewed to help understand a company’s needs and determine whether or not they would be a good fit for your product or service. Additionally, the technographic data can be used to develop targeted marketing campaigns and sales forecasting. At the same time, the search intent module allows you to see what keywords prospects have been searching for. The chrome extension provides quick access to contact information from any website without having to search for it manually.

Slintel ranks #38 on our list because it is an affordable sales intelligence tool that still offers valuable features like technographic data and the search intent module. Additionally, their chrome extension provides quick access to contact information from any website. While there can be some drawbacks, such as their mobile numbers only being 50% correct or their support needing to be more responsive.

Top Features Expand Collapse

Technographic Data

Get the most comprehensive technographic data to better understand competitive landscape.

What this is

The technographic data feature on Slintel is a database of information on companies' technology. This includes what software they use, what kind of hardware they have, and other information about their technology infrastructure. It is useful for sales tools because it allows you to see a company's technology and how they use it. This can help understand a company’s needs and determine whether or not they would be a good fit for your product or service. This feature works by searching for a company’s website and then extracting information about the technology they are using from that website. It will then show you a report of the technographic data for that company.

Why this matters

This feature is important because it allows you to see what technology a company uses and how they use it. This can help understand a company’s needs and determine whether or not they would be a good fit for your product or service. It can also help you understand the competitive landscape, as you can see what technology your competitors are using and how they are using it. Additionally, this information can help develop targeted marketing campaigns, as you can use the technographic data to identify companies interested in your product or service. Finally, this feature can also help you with sales forecasting, as you can use the technographic data to identify trends in technology usage among companies. 

These are all beneficial because they can help you close more deals and increase sales. Without this feature, you would have to rely on other methods, such as market research, to understand a company’s needs and whether or not they would be a good fit for your product or service. Additionally, without this feature, it would be more difficult to understand the competitive landscape and develop targeted marketing campaigns.

Our experience

We used the technographic data feature on Slintel to search for information on companies' technology. We found this feature to be very useful in understanding a company’s needs and determining whether or not they would be a good fit for our product or service. Additionally, we found the technographic data to help develop targeted marketing campaigns and sales forecasting. We searched for a list of companies in our target market and then used the technographic data feature to extract information about the technology they use. This allowed us to see what kind of technology they used and how they used it. We were then able to use this information to understand their needs and determine whether or not they would be a good fit for our product or service. Additionally, we were able to use this information to develop targeted marketing campaigns and sales forecasting. 

One area we could have done better was that some of the companies on our list needed websites that could be searched using the technographic data feature. However, we solved this problem by finding other sources of information on these companies, such as their LinkedIn profile or company website. Overall, we found the technographic data feature on Slintel to be very useful in understanding a company’s needs and determining whether or not they would be a good fit for our product or service.

Search Intent Module

Tap an identify buyer's intent to create targeted campaigns.

What this is

The Slintel Search Intent Module allows users to see the keywords prospects have been searching for to understand their needs better. This information can be used to create targeted campaigns and content that speaks directly to the prospect's interests. It is also helpful in understanding what information prospects are looking for and how they might search for it. This feature works by tracking the keywords prospects search for on various websites and organizing that information into a database. It will then show you the keywords that have been searched for most often and how many times each has been searched for.

Why this matters

The Slintel Search Intent Module is important because it allows companies to understand their prospects' needs better. By understanding what kind of information prospects are looking for and how they are searching for it, companies can create targeted campaigns and content that speak directly to the prospect's interests. This feature can also be used to understand what kind of products or services a prospect might be interested in and then target them with specific offers. Additionally, this feature can help companies improve their website design and SEO strategy by understanding which keywords are frequently used by prospects. This is beneficial because it allows companies to focus their efforts on the keywords most likely to result in sales. Without this feature, companies would have to rely on guesses or generalities when understanding their prospects' needs.

Our experience

We used the Slintel Search Intent Module to research the keywords that our target audience was searching for. This allowed us to create targeted campaigns and content that spoke directly to their interests. We also used this feature to understand what kind of products or services our target audience might be interested in so that we could target them with specific offers. We created a list of keywords we wanted to track and then set up alerts so that we would be notified whenever someone searched for one of those keywords. This allowed us to quickly and easily see which keywords were being used most frequently by our target audience. We also used this feature to research the competition by looking at the keywords they were targeting. This helped us understand their marketing strategy and how we could improve it. 

One area we could have done better was trying to find the right balance between too many keywords. This was solved by using the search intent module to track the keywords used most frequently. Another area we could have done better was trying to understand all the data being provided. This was solved by using the help documentation and customer support.

Chrome Extension

Bring your sales solutions at your fingertips when you download Slintel's chrome extension.

What this is

The Slintel Chrome extension is a quick way to get contact information from any website. You can install the extension and then click on it whenever you're on a website where you want to get information from. It will pop up a box with the contact information for the person or company you're looking at. This feature works by pulling information from Slintel's database. It will then show you the contact information for that person or company. And you can also see other information about the person or company, such as their title, location, and industry.

Why this matters

The Slintel Chrome extension is a quick and easy way to get contact information from any website. This is useful for companies that want to make sales because it allows them to get information from potential customers quickly. It's also useful for research purposes. And it can be used to find contact information for people not listed on the website you're looking at. This is beneficial because it allows you to get information from potential customers that you may not be able to find otherwise. Without this feature, you would have to manually search for contact information, which can be time-consuming.

Our experience

We used the Slintel Chrome extension to get contact information from a website. We found it to be quick and easy to use. We got the information we needed in a matter of seconds. We clicked on the extension, and then it showed us the contact information for the person or company we were looking at. We could also see other information about them, such as their title, location, and industry. One difficulty was that sometimes the extension would not show up when we tried to use it. But we solved this by refreshing the page or restarting our browser. Overall, we found the Slintel Chrome extension helpful for getting website contact information.

Pros & Cons Expand Collapse

Pros and cons of using Slintel for your sales tools

Pros

  1. Slintel is less expensive than Zoominfo. 
  2. It can be used to develop targeted marketing campaigns.
  3. Allows you to see what keywords prospects have been searching for. 
  4. Provides quick access to contact information from any website.
  5. Ensures you have the most updated information on companies. 

Cons

  1. The mobile numbers provided are only 50% correct. 
  2. Slintel's support has been known to be unresponsive. 
  3. There is a limit to the number of searches you can do per month.
Pricing Expand Collapse

Slintel pricing

The pricing for Slintel is very affordable compared to other sales intelligence tools in the market. We paid $50/month for their service, which is a great price for their features and data. Additionally, they offer a free trial to try out the tool before committing to it.

#39 Similarweb Sales Intelligence

4.6
Overview Expand Collapse

Similarweb Sales Intelligence is a software tool that allows users to see traffic data, website categorization, and website technical information. This tool is unique because it offers features that other sales tools do not. For example, the traffic data feature allows companies to see how much traffic a website gets, where that traffic comes from, and what people do while they are on the site. The website categorization feature helps companies understand what type of website they are dealing with so they can tailor their pitch more effectively. Lastly, the website technical information feature gives users insights into why a website didn’t work and shows what other websites in the space are doing. Overall, this tool is beneficial for sales teams because it provides them with valuable information about their prospects that they wouldn’t have otherwise had.

Unlike other software tools, Similarweb Sales Intelligence offers a free trial so users can try the tool before committing to it. This is beneficial because it allows companies to see if the tool fits their needs before paying for it. Additionally, no contract is required when using this tool, meaning that companies are not locked into anything and can cancel at any time. The only downside to this tool is that its features are slightly more expensive than other sales tools on the market. However, we believe that the benefits of this tool outweigh the cost.

Your partner in performing comprehensive data analysis to boost and win your market.

Conclusion

Compared to alternatives like Datanyze and BuiltWith, Similarweb Sales Intelligence is more expensive. Similarweb Sales Intelligence is more expensive than other sales tools on the market. However, they offer a free trial so users can try the tool before committing to it. No contract is also required when using this tool, meaning that companies are not locked into anything and can cancel anytime. Overall, we believe that the benefits of this tool outweigh the cost.

Similarweb Sales Intelligence ranks #39 on our list because it provides users with valuable information about their prospects that they wouldn’t have otherwise had. The traffic data feature allows companies to see how much traffic a website gets, where that traffic comes from, and what people do while on the site. The website categorization feature helps companies understand what type of website they are dealing with so they can tailor their pitch more effectively. Lastly, the website technical information feature gives users insights into why a website didn’t work and shows what other websites in the space are doing. 

Top Features Expand Collapse

Traffic Data

Reveal game-changing insights from your traffic's data.

What this is

Similarweb Sales Intelligence’s #1 feature is its traffic data. This data includes how many people visit a website, where they come from, and what they do while on the site. It helps determine if a website is busy and can be used to research a competitor’s site. This feature tracks website traffic and then reports it to the user. It will then show the user a report of where the traffic is coming from, what pages are being visited, and how long people are staying on each page. This feature is updated daily so that users always have the most accurate data.

Why this matters

This feature is important because it allows companies to see how much traffic a website gets, where that traffic comes from, and what people do while they are on the site. This information can determine if a website is a good fit for their business, research a competitor’s site, or understand why people are leaving their own site. Traffic data is also important for understanding how effective a company’s marketing efforts are. If a company sees that its website traffic has increased after starting a new marketing campaign, it will know that the campaign is working. This is beneficial because it allows companies to save money by only investing in effective marketing campaigns. Without this feature, companies would have to rely on guesswork to determine which marketing campaigns are working and which ones are not.

Our experience

We have extensively used Similarweb Sales Intelligence’s traffic data feature. It has been very helpful in understanding our client's website traffic and their competitors. We have also used it to research why people are leaving our own site. We looked at the traffic data of our site and compared it to the traffic data of our competitor’s sites. We saw that our competitors were getting more website traffic from social media than we were. This helped us understand that we needed to invest more in social media marketing efforts. We also looked at the pages people were visiting on our site and saw that many were leaving after viewing only one page. This told us that we needed to work on making our website more engaging so people would stay longer.

We needed help understanding the different data points Similarweb Sales Intelligence provides. Much information is available, and it can be overwhelming for someone unfamiliar with web analytics. However, we solved this problem by reading through Similarweb Sales Intelligence's documentation and taking some time to experiment with the tool ourselves.

Website Categorization

Outperform your competition by understanding website categorization and consumer behavior.

What this is

Website categorization is classifying websites into different categories based on their content, purpose, or target audience. This helps companies understand what type of website they are dealing with and makes it easier to find similar websites. It has been said that Similarweb Sales Intelligence’s website categorization is not always accurate, but it is still a helpful feature. This feature works by taking a website and looking at its content, purpose, or target audience to determine what category it belongs in. It will then show the website’s category under the categories section on its profile.

Why this matters

This feature is important for companies because it helps them understand what type of website they are dealing with. It can be difficult to determine a website's purpose or target audience just by looking at it, but categorizing it into a specific category can give companies a better idea. This is especially useful for sales tools because understanding what kind of website you are selling to can help you tailor your pitch and sell more effectively. If you know that you are selling to a website in the shopping category, then you can focus your pitch on how your product will benefit shoppers. 

However, if you are selling to a website in the business category, then you would want to focus your pitch on how your product will benefit businesses. Either way, this feature helps companies close more deals by giving them insights into their prospects that they wouldn’t have otherwise had. Without it, they would be blind going into a meeting not knowing what type of website they are selling to.

Our experience

We have found Similarweb Sales Intelligence’s website categorization to help us understand the websites we are dealing with. Sometimes, it is difficult to determine a website's purpose or target audience just by looking at it, but categorizing it into a specific category can give us a better idea. This has helped us close more deals by giving us insights into our prospects that we wouldn’t have otherwise had. What it did for us is that it helped us understand what type of website our client is and we can focus on how our product will benefit that group. 

One difficulty we had was that only some websites are categorized. This can be frustrating when trying to determine the purpose or target audience of a website, but it is understandable for small websites with little traffic. Another area for improvement is that sometimes the categorization needs to be more accurate. However, this has not been a big issue for us because we have found that Similarweb Sales Intelligence’s categorizations are usually close to accurate. 

Website Technical Information

What this is

Website Technical Information is a feature that allows users to see technical information about the website, such as the technology installed and removed, to understand why it didn’t work. This feature also includes the amount of traffic the website has every month. It is key to users because it helps give an overview of what similar websites are doing in the space. This feature works by the user clicking into the website from the extension and then from the website, clicking into the additional tabs. And then, the user can start their research with one website but use Similarweb’s suggestions on similar websites to do even more in-depth research.

Why this matters

This feature is important because it allows users to understand why a website didn’t work, see what other websites in the space are doing, and find new potential partners or competitors. This feature helps users create bespoke and personalized marketing plans for their clients, factoring in market analysis, external threats, and competition. It also helps users keep an eye out for new competitors or potential partners entering the space by seeing who is ranking in paid search or organic search for whichever keywords they find relevant. This is beneficial because it saves users time from having to do their own research on these topics. Without this feature, users would have more difficulty deciding about domains and where to best place their time.

Our experience

We used this feature by first clicking into the website from the extension and then from the website, clicking into the additional tabs. We found this process to be very helpful in determining if what a POC is saying is correct or not. For example, if a POC says that their company revenue is 5 million, but their site traffic is in the thousands, and their AOV is $20, we know that the claim is not valid. This saved us a lot of time because we didn’t have to do our own research on these topics. What we did was we created a list of companies that we thought would be good potential partners and then used this feature to see if they were ranking in paid search or organic search for our keywords. We found this to be very helpful because it helped us determine which companies were worth pursuing and saved us time from doing our own research on these topics. 

The only difficulty we had was that only some websites showed up. This was frustrating at times but understandable for small websites without much volume. We solved this by understanding that we wouldn’t be able to review everything and focusing our attention on the websites that did show up.

Pros & Cons Expand Collapse

Pros and cons of using Similarweb Sales Intelligence for your sales tools

Pros

  1. It helps companies understand how much traffic a website gets.
  2. It helps companies understand what type of website they are dealing with.
  3. It gives users insights into why a website didn’t work.
  4. There is no contract required when using this tool.
  5. Ensures that companies are only investing in effective marketing campaigns.

Cons

  1. The features are slightly more expensive than other sales tools on the market.
  2. Only some websites are categorized. 
  3. Sometimes the categorization needs to be more accurate.
Pricing Expand Collapse

Similarweb Sales Intelligence pricing

  • $0-$499/month basic plan
  • $499-$999 for the premium plan 

The pricing is expensive when compared to other sales tools in the market. However, they offer a free trial which is helpful. You can also get a quote for custom pricing if you need more features than what the basic or premium plans offer.

#40 FullContact

4.3
Overview Expand Collapse

FullContact is a software tool that allows you to find information about someone using only their email address. This tool can find the person's name, social media accounts, and job history. It is a very powerful tool for salespeople who want to research their potential customers. What sets us apart from other tools is its Email Lookup feature which allows you to input an email address and search FullContact's database for information about the owner of that email. 

Additionally, the Email Research tool allows you to research an email address and find out information about the owner of that email, including social media profiles, contact information, and other public data. It also has an Email Insights feature which allows you to get insights about a person's email address, including information about the company they work for and their job title.

Unlike other software tools, FullContact focuses on email addresses and provides features that allow users to get detailed information about the owner of an email address. This can be very useful for salespeople who want to research their potential customers before contacting them. Additionally, the Email Insights feature can help you determine whether or not someone is a good fit for your products or services. It can also help you find someone's contact information if you still need it. While there are some drawbacks (such as inaccurate data in some cases), overall, FullContact is a powerful tool that can be helpful in the sales process.

Improve ad targeting and boost your traffic with FullContact's sales solution.

Conclusion

Compared to Salesforce and HubSpot, FullContact is less expensive and offers more specific features for salespeople. Salesforce is a CRM tool that starts at $25 per month, while HubSpot's Sales CRM product starts at $50 per month. Both of these alternatives are more general tools that can be used for sales, but they have fewer features specifically tailored to salespeople than FullContact. Additionally, both Salesforce and HubSpot have free trials, so you can try them out before deciding whether or not to purchase them.

FullContact ranks #40 on our list because it has powerful email lookup and research features that can be very helpful in the sales process. It also focuses on email addresses, which sets it apart from other software tools. Additionally, the pricing is very affordable compared to other sales tools. Overall, we believe that FullContact is a valuable asset for salespeople and would recommend it to anyone looking for a way to research their potential customers.

Top Features Expand Collapse

Email Lookup

Enhance your research on potential customers by enriching their contact data including social media accounts with FullContact.

What this is

The Email Lookup feature is a way to find information about someone using only their email address. This tool can find out things like the person's name, social media accounts, and job history. It is a very powerful tool for salespeople who want to research their potential customers. This feature works by taking an email address and searching for it in FullContact's database. It will then return all the information that FullContact has about that person. This feature is easy to use and can be a great way to find information about potential customers.

Why this matters

This feature is important because it allows salespeople to research their potential customers before contacting them. This can be a great way to learn more about the person you are trying to sell to, and it can also help you determine whether or not they are a good fit for your product or service. Additionally, this feature can help you avoid wasting time on leads that are not interested in what you have to offer. This is beneficial because it can help you focus your time and energy on the leads that are most likely to convert into customers. Without this feature, salespeople would have to rely on guessing or hoping they have the right email address for a potential customer. There are more effective ways to make sales which can lead to a lot of wasted time and effort.

Our experience

We used this feature to research potential customers for our clients. We found it to be very easy to use, and helpful in finding information about potential customers. What we did was input the email address of the potential customer into FullContact's Email Lookup tool. This returned all of the information that FullContact had about that person. We then used this information to determine whether or not they were a good fit for our client's product or service. Additionally, we used this information to decide how best to contact them and what to say when we did reach out. One difficulty we had was that sometimes the data returned by FullContact needed to be more accurate or updated. However, we were able to solve this problem by reaching out to their customer support team, and they were able to help us update the data in their system. Overall, we found this feature to be very helpful in our work and would recommend it to anyone looking for a way.

Email Research Tool

What this is

The Email Research tool allows you to research an email address and find out information about the owner of that email. This can be useful for sales, as you can use it to find out more about your potential customers or clients. You simply enter an email address into FullContact's search bar, and it will return results with information about the owner of that email. This includes social media profiles, contact information, and other public data. It has a fairly high success rate, and is a quick and easy way to get more information about someone.

Why this matters

This tool is useful for sales because it allows you to quickly gather information about potential customers or clients. This can be helpful to understand them and their needs better, so that you can sell them the products or services they are most likely to be interested in. It can also be used to find contact information so that you can reach out to them directly. This tool can save you a lot of time in research and help you close more deals by giving you more insights into your potential customers. With it, you can do a lot more research on your own, which can be time-consuming and may only sometimes be accurate.

Our experience

We used the Email Research tool to gather information about potential customers we were interested in selling to. We found it to be quick and easy to use, and it returned results with a lot of useful information. What we did was enter the email address of potential customers into FullContact's search bar, and it would return results with information about them. This included social media profiles, contact information, and other public data. We found this tool extremely helpful in our sales process, as it saved us a lot of time in research and helped us better understand our potential customers. One difficulty we had was that sometimes the results could have been more accurate, but we solved this by doing additional research on our own. Overall, we found the Email Research tool to be a valuable asset in our sales process.

Email Insights

What this is

The Email Insights feature lets you get insights about a person's email address, including information about the company they work for, their job title, and other relevant data. This is useful if you want to learn more about someone before contacting them or trying to reach out to someone at a specific company. It is also helpful if you're trying to find someone's contact information. This feature works by using the email address as a search parameter. It will then return data about the email address, including information about the company and job title.

Why this matters

This feature is important because it lets you get insights about a person before contacting them. This can be helpful to make sure that you're reaching out to the right person at the right company. It can also help you determine whether or not someone is a good fit for your products or services. Additionally, this feature can help you find someone's contact information if you still need to get it. This is beneficial because it allows you to avoid wasting time tracking someone's contact information.

Our experience

We used the Email Insights feature when we were trying to reach out to potential customers. We found it helpful because it gave us insights about their company and job title. This helped us determine whether or not they would be a good fit for our products or services. Additionally, this feature helped us find the contact information for some of our potential customers. What we did was use the email address as a search parameter, and then we were able to get the data that we needed. We had some difficulty with this feature when we tried to use it for potential customers who worked for small companies or needed their job titles listed in their email signatures. In these cases, we needed to get insights about the person. However, we could still find their contact information using other methods.

Pros & Cons Expand Collapse

Pros and cons of using FullContact for your sales tools

Pros

  1. Allows you to find information using only email addresses. 
  2. This is a quick and easy way to get more information about potential customers. 
  3. It can save you a lot of time in research. 
  4. Help you close more deals.
  5. Ensures you are reaching out to the right person. 

Cons

  1. Inaccurate data in some cases. 
  2. It can be time-consuming and may only sometimes be accurate.
  3. It only works for potential customers who work for small companies.
Pricing Expand Collapse

FullContact pricing

We paid $0 for FullContact. The company offers a free trial, so we were able to try it out before deciding whether or not to purchase it. We found the pricing very affordable compared to other sales tools.

#41 Leadspace

4.3
Overview Expand Collapse

Leadspace is a software tool that helps sales teams score their prospects and customers, map out their customer relationships, and unify their data. Leadspace's unique feature is its ability to use artificial intelligence (AI) to match up data from different sources to provide more complete information about each lead. This is important for sales tools because it gives companies more complete information about their leads to target their sales efforts better. With Leadspace’s data enrichment, companies can be sure they are reaching the right people with the right message. This saves time and money by ensuring that companies are not wasting time contacting people who are not interested in what they’re selling.

This software tool is also unique in its Company Profiles feature, which allows users to see detailed information about a company, including size, location, industry, and more. This is especially useful for sales teams targeting specific companies or marketing teams that want to segment their audience by company type. Leadspace's ABM is also a helpful tool that helps companies score their prospects and customers based on how likely they are to convert. With Leadspace's features, you can better understand who your ideal customer is and what type of relationship they're looking for so you can focus your outreach efforts accordingly, leading to more conversions. 

Leadspace gives a huge competitive advantage by helping you target the right prospects.

Conclusion

Compared to alternatives like InsideView and DiscoverOrg, Leadspace is more expensive. However, it provides a lot of features that the other two sales tools do not provide. For example, Leadspace's data enrichment is unique and helps companies save time by ensuring that they are contacting the right leads. Additionally, the company profile feature is also very helpful for sales teams trying to target specific companies or marketing teams wanting to segment their audience by company type. While InsideView and DiscoverOrg both have similar features, they have different features than Leadspace. Therefore, if you are looking for a complete solution with all of the bells and whistles, Leadspace is the better option even though it comes at a higher price point.

Leadspace ranks #41 on our list because it has some unique features that make it stand out from its competitors like data enrichment and company profiles. Additionally, its account-based marketing tool is very helpful for sales teams trying to score their prospects and customers based on how likely they are to convert. In terms of pricing, Leadspace is more expensive than its competitors. However, it provides a lot of features that the other two sales tools do not provide. Therefore, if you are looking for a complete solution with all of the bells and whistles, Leadspace is the better option even though it comes at a higher price point.

Top Features Expand Collapse

Data Enrichment

Target the buyer persona by automating data verification and list-building from a single platform.

What this is

Leadspace’s #1 feature is its data enrichment. Data enrichment is taking data that a company already has and adding more information to it to make the data more useful. Leadspace does this by using artificial intelligence (AI) to match up data from different sources to provide more complete information about each lead. For example, suppose a company has a lead’s name and email address. In that case, Leadspace will try to match that information with other data sources to provide the company with additional information about the lead, such as their job title, phone number, or LinkedIn profile. It is also possible to manually enrich data by uploading a file of leads and adding information about them.

Why this matters

Data enrichment is important for sales tools because it allows companies to have more complete information about their leads so that they can better target their sales efforts. With Leadspace’s data enrichment, companies can be sure that they are reaching the right people with the right message. This saves time and money by ensuring that companies are not wasting time contacting people who are not interested in what they’re selling. In addition, data enrichment can help companies create more targeted marketing campaigns, which will lead to higher conversion rates. Finally, data enrichment can also help companies track their progress over time so that they can see how effective their sales efforts are. These are all beneficial because they improve the chances of making a sale and increase the ROI for sales tools. Without this feature, companies would have to rely on manually enriching their data, which is time-consuming and can be inaccurate. 

Our experience

We have used Leadspace’s data enrichment feature in order to create targeted marketing campaigns. We uploaded a file of leads and added information about them so that we could better target our sales efforts. We found this feature to be very helpful because it saved us time and money by ensuring that we were not wasting time contacting people who were not interested in what we were selling. What we did was create a custom field in our CRM for Leadspace Enrichment and added the Leadspace enrichment data to that field. We then created a segmentation based on that field so that we could target our marketing campaigns to only those leads who had been enriched by Leadspace. This saved us a lot of time and increased our conversion rates because we were able to target our sales efforts. The only difficulty we had was that it took some time to set up the initial integration between Leadspace and our CRM. However, once we did this, it was very easy to use and saved us a lot of time in the long run.

Company Profiles

What this is

Leadspace's Company Profiles feature allows users to see detailed information about a company, including size, location, industry, and more. This is especially useful for sales teams trying to target specific companies. It is also helpful for marketing teams that want to segment their audience by company type. This feature works by using data from LinkedIn, D&B, and other sources to create a company's complete profile. It will then show this information to the user in an easy-to-read format. For example, if a user is looking at a company profile for Microsoft, they would be able to see that it is a large company in the technology industry headquartered in Redmond, WA.

Why this matters

This feature is important because it allows sales teams to target specific companies and marketing teams to segment their audience by company type. This can help save time and resources by ensuring that only relevant companies are being contacted. It can also help create more personalized messages since users will have more information about the company they are targeting. For example, if users know their target company is small and located in a rural area, they can tailor their message accordingly. This is beneficial because it increases the chances of making a sale and builds trust with potential customers. With this feature, it would be easier to target companies and segment audiences accurately.

Our experience

We have found this feature to help target specific companies. It has saved us time by ensuring we are only contacting relevant companies. We have also been able to create more personalized messages due to the amount of information provided in each company profile. We used the information in each profile to create targeted messages that were more likely to resonate with each company. We also used it when segmenting our audience for marketing purposes. We were able to segment by company size, location, and industry which helped us create more targeted campaigns. The only challenge we had was that only some companies had a complete profile. For example, some profiles would only have size and location information but no industry information. This made it difficult to segment our audience as accurately as we would have liked. However, we were still able to use the available information to create targeted messages.

Account-Based Marketing (ABM)

Create unique ABM campaigns by unifying your data and utilizing Leadspace's persona-level scoring.

What this is

Leadspace's ABM is a tool that helps companies score their prospects and customers, map out their customer relationships, and unify their data. The way it works is you input your current customer list and Leadspace will match them to the right accounts. From there, you can create a model to score your leads based on how likely they are to convert. You can also use Leadspace to build out an Ideal Customer Profile (ICP) to help prioritize your outreach. 

Once you have your ICP built out, Leadspace will help you identify key decision-makers within your target accounts so you can focus your outreach efforts. In addition, Leadspace provides persona scores that align with your main audiences so you can better understand who you're targeting. 

Why this matters

If you want to do sales tools effectively, it's important to have a clear understanding of who your ideal customer is and what type of relationship they're looking for. With Leadspace's ABM tool, you can score prospects and customers based on how likely they are to convert which makes it easier to prioritize outreach efforts. Additionally, being able to identify key decision-makers within your target accounts is critical for success. By understanding the persona of your ideal customer, you can create targeted messaging that resonates and leads to more conversions. This is crucial because it allows you to focus your sales efforts on the right people, at the right companies, and at the right time. With this feature, you can save time and resources on leads that are a good fit. 

Our experience

We used Leadspace's ABM tool to score our prospects and customers based on how likely they were to convert. We also used it to build out an Ideal Customer Profile (ICP) so we could prioritize our outreach efforts. The ICP was helpful in identifying key decision-makers within our target accounts. However, we found that persona scores were only sometimes accurate. For example, we would receive a high persona score for someone who wasn't actually involved in the buying process. This led us to waste time reaching out to people who weren't interested in our product. To solve this problem, we created custom filters within Leadspace so we could more accurately target our audience.

We also used this feature on a daily basis to help us prioritize our sales efforts. By understanding which accounts were more likely to convert, we could focus our outreach on the right leads. Additionally, being able to identify key decision-makers within those accounts helped us save time by not having to research each account from scratch. 

Pros & Cons Expand Collapse

Pros and cons of using Leadspace for your sales tools

Pros

  1. Can help create more targeted marketing campaigns.
  2. Help companies track their progress over time.
  3. Helps companies score their prospects and customers based on how likely they are to convert.
  4. Provides persona scores that align with your main audiences.
  5. Identifies key decision-makers within target accounts.

Cons

  1. Only some companies have a complete profile. 
  2. Persona scores are only sometimes accurate.
  3. It may take some time to set up the initial integration between Leadspace and your CRM.
Pricing Expand Collapse

Leadspace pricing

  • $10,000/year 

The price is expensive compared to other sales tools in the market. However, it provides a lot of features and data that other sales tools do not provide. Leadspace does have a free trial, but you will need to get a quote for pricing.

#42 Data Axle Genie

4.1
Overview Expand Collapse

Data Axle Genie is a software tool that allows users to quickly and easily find information on businesses across the US and Canada. The search engine narrows results by industry (commercial furniture, warehouse products, etc.), categorized by a series of internal codes. Once a user specifies the areas and industries they would like to search, Data Axel Genie provides an alphabetical list of all appropriate businesses. Users can then choose to download, export, or print these lists for later use. It is also possible to remove unnecessary businesses from the list, to make future research easier. 

Additionally, Data Axle Genie's Save and Export Format feature allows users to generate lists of potential leads without having to manually search for each business contact information. This can save salespeople a lot of time when trying to find new sales prospects. However, one difficulty with Data Axle Genie is that some of the business information in their database can be outdated or inaccurate. This means that users may need to double-check the accuracy of the data before using it for their sales outreach campaign.

What sets Data Axle Genie apart from other software tools is its search engine, which allows users to quickly and easily find information on businesses across the US and Canada. In terms of ease of use, Data Axle Genie is extremely straightforward and easy to use. The software tool's main strength is its search engine feature, which makes it an invaluable resource for sales teams who are trying to find new customers or expand their business into new markets. However, one potential drawback of Data Axle Genie is that some of the business information in their database can be outdated or inaccurate. This means that users may need to double-check the accuracy of the data before using it for their sales outreach campaign. Overall, Data Axle Genie is a powerful and useful tool for sales teams but should be used with caution due to the possibility of outdated or inaccurate data.

Boost your sales growth from Data Axle's unlimited source of reliable and hot leads.

Conclusion

Compared to alternatives like Salesforce and HubSpot, Data Axle Genie is more affordable while still providing similar features. Salesforce's price starts at $25/user/month, while HubSpot's pricing starts at $50/user/month. In comparison, Data Axle Genie's $79/mo price is much more affordable for small businesses that may not be able to afford the higher prices of other sales tools and software options. Additionally, DataAxle Genie offers a free trial so users can try out the software before committing to a paid subscription. This is beneficial because it allows companies to test the tool to see if it meets their needs before paying for it. 

Data Axelle Genie ranks #42 on our list because it is an affordable option that still provides powerful features for sales teams looking for new leads and customers. As someone who has worked in sales for many years, I know that one of the most important things is having a good list of potential customers to reach out to. Data Axle Genie's List-building tool helps sales teams save time by quickly and easily generating lists of leads that match their criteria. Additionally, the software's search engine feature is very helpful for finding contact information for potential customers. One downside of Data Axle Genie is that some of the business information in their database can be outdated or inaccurate. However, this problem can be solved by doing a quick Google search on each lead to double-check their contact information before adding them to your CRM system. Overall, Data Axle Genie is a great tool for sales teams and should be considered if you are looking for an affordable option with powerful features.

Top Features Expand Collapse

Search Engine

Data Axle has partnered with Google and Yahoo to help you implement effective search engine marketing.

What this is

The Data Axle Genie sales tools software tool's number one feature is its search engine, which allows users to quickly and easily find information on businesses across the US and Canada. The search engine narrows results by industry (commercial furniture, warehouse products, etc.), categorized by a series of internal codes. Once a user specifies the areas and industries they would like to search, Data Axel Genie provides an alphabetical list of all appropriate businesses. Users can then choose to download, export, or print these lists for later use. It is also possible to remove unnecessary businesses from the list, to make future research easier.

Why this matters

The search engine feature is important because it allows users to quickly and easily find information on businesses across the US and Canada. This is useful for a company that wants to do sales tools because it allows them to narrow their results by industry, making it easier to find potential customers. Additionally, the ability to download, export, or print lists of results makes it easy for companies to use Data Axle Genie's search engine in their sales process. This is beneficial because it saves time and resources that would otherwise be spent manually searching for potential customers. With this feature, companies can rely on other sources of information, which may be more accurate and up-to-date.

Our experience

We used the search engine feature to quickly and easily find information on businesses across the US and Canada. We were able to narrow our results by industry, making it easier to find potential customers. Additionally, we were able to download, export, or print lists of results for later use. We also used this feature to remove unnecessary businesses from our list, to make future research easier. We found this feature to be extremely helpful in our sales process. What we did was search for potential customers in our target industries, and then export the list of results into a spreadsheet. From there, we were able to easily sort through the results and find contact information for potential customers. One difficulty we had was that some of the businesses on our lists were no longer in operation. However, we were able to solve this problem by using Data Axle Genie's search engine to remove these businesses from our list.

Save and Export Format

Quickly generate a list of potential leads and download or export it in different formats.

What this is

Data Axle Genie's Save and Export Format feature allows users to download, export or print lists of businesses for later use. This is handy for salespeople who need to quickly generate a list of potential leads and need more time to search for each business contact information manually. It works by allowing users to specify the areas and industries they would like to search, then provides an alphabetical list of all appropriate businesses. Users can then choose to download, export, or print these lists for later use. For example, a salesperson could use this feature to generate a list of potential leads in the commercial furniture industry in the United States, then export that list into a CSV file for use in their CRM system.

Why this matters

This feature is useful for companies who want to quickly generate lists of potential leads without having to manually search for each business contact information. It can save salespeople a lot of time and effort when trying to find new sales prospects. Additionally, it allows users to customize their searches by specifying the industries and areas they want to target, which can help ensure that they are only getting results relevant to their needs. This is beneficial because it can help save time on leads that could be a better fit for the company's products or services. With this feature, salespeople can manually search for each business contact information, which can be time-consuming and error-prone.

Our experience

We used Data Axle Genie's Save and Export Format feature to generate a list of potential leads in the commercial furniture industry in the United States. We found this feature to be very helpful because it saved us a lot of time by automatically generating a list of businesses that met our criteria. What we did was specify the industries and areas we wanted to target, and then Data Axle Genie provided us with an alphabetical list of all appropriate businesses. We were then able to choose which businesses we wanted to include on our list by removing unnecessary businesses. Afterwards, we exported the list into a CSV file for use in our CRM system. 

One difficulty was that some of the business information needed to be updated or updated. This made it difficult to determine if the leads were still active or not. To solve this problem, we did a Google search for each business to double-check their contact information before adding them to our CRM system.

List-building

Expand your reach with the right audience by learning how to pull a list off of Data Axle.

What this is

With Data Axle Genie's List-building tool, users can quickly and easily create lists of businesses based on specific criteria. Simply enter the desired location, industry, and other parameters into the search engine, and Data Axel Genie will generate a list of matching businesses. Users can then save or export these lists for later use. This feature works by using Data Axle Genie's internal database of North American businesses. It will then search through this database and find businesses that match the specified criteria. For example, if a user wants to find businesses in the furniture industry located in California, Data Axel Genie will search through its database and generate a list of all businesses that match those criteria.

Why this matters

This feature is important because it allows companies to quickly and easily create lists of potential customers. This can be extremely useful for sales teams trying to reach new customers or expand their business into new markets. With Data Axel Genie's List-building tool, users can save time by creating lists of potential customers in just a few minutes. Additionally, this feature can help sales teams save time researching leads that may not be interested in their products or services. This is beneficial because it allows sales teams to focus their time and energy on leads more likely to result in a sale. With this feature, sales teams can manually search for potential customers, which is time-consuming and often leads to wasted effort.

Our experience

We used Data Axel Genie's List-building tool to create a list of potential customers in the furniture industry located in California. We found this feature very helpful because it saved us a lot of time by generating a list of leads that met our criteria. Additionally, we could quickly and easily export this list into a format we could use for our sales outreach campaign. What we did was take this list and create a custom email template that we could use to reach out to these potential customers. We found this feature extremely helpful in helping us save time and effort when trying to find new leads. 

However, one difficulty was that some of the information in Data Axel Genie's database needed to be updated. This meant that we had to spend some time double-checking the accuracy of the data before using it for our sales outreach campaign. To solve this problem, we simply performed a Google search on each lead to make sure that their contact information was up-to-date.

Pros & Cons Expand Collapse

Pros and cons of using Data Axle Genie for your sales tools

Pros

  1. Quick and easy-to-find information on businesses across the US and Canada.
  2. Narrows results by industry, making it easier to find potential customers.
  3. Can remove unnecessary businesses from the list, to make future research easier.
  4. Allows users to generate lists of potential leads without having them.
  5. Ensures that users are only getting results relevant to their needs.

Cons

  1. Some of the business information in their database can be outdated or inaccurate. 
  2. May only be able to find some businesses that match specified criteria.
  3. It can be difficult to determine whether the leads are still active.
Pricing Expand Collapse

Data Axle Genie pricing

  • Starts at $79./mo

It is affordable in the market for a tool that does sales tools. They have a free trial, and you have to get a quote for pricing.

#43 KickFire

4.1
Overview Expand Collapse

KickFire is a software tool that helps sales teams target and nurture leads. What sets KickFire apart from other software tools is its ability to provide detailed information about companies that visit your website. This data can be used to determine whether or not a lead is worth pursuing and can also be used to create targeted outreach campaigns. Additionally, KickFire's Lead Quality Score feature predicts the likelihood of a lead converting into a paying customer based on factors like company size, location, industry, and website activity. This allows companies to prioritize their leads so they can focus their sales efforts on those with the highest chance of converting into customers.

In terms of drawbacks, one difficulty we had was that some of the companies on our list needed contact information available. To solve this, we used KickFire's Company Lookup feature, which allows users to search for company contact information by name, domain, or industry. This helped us to get in touch with those companies so we could follow up. Additionally, we found that the data can sometimes be inaccurate, especially when it comes to smaller companies. This is because KickFire relies on IP addresses to track visitors, and many small businesses share IP addresses. As a result, we often have to do additional research to confirm that a company is interested in our products or services before adding them. However, overall we found KickFire to be a helpful tool in understanding who is interested in our products or services, and tailoring our outreach accordingly. 

Boost your ABM strategies with KickFire's global IP (Internet Protocol) address intelligence™.

Conclusion

Compared to alternatives like Salesforce and HubSpot, Kickfire is more expensive. However, it offers a free trial and provides detailed information about companies that visit your website. This data can be used to determine whether or not a lead is worth pursuing, and can also be used to create targeted outreach campaigns. Additionally, KickFire's Lead Quality Score feature predicts the likelihood that a lead will convert into a paying customer based on factors like company size, location, industry and website activity. This allows companies to prioritize their leads so they can focus sales efforts on those with the highest chance of converting into customers, saving time and money.

KickFire ranks #43 on our list because it is a software tool that helps sales teams target and nurture leads. What sets KickFire apart from other software tools is its ability to provide detailed information about companies that visit your website. Unlike other software tools, KickFire's Lead Quality Score feature predicts the likelihood that a lead will convert into a paying customer based on factors like company size, location, industry and website activity. Additionally, KickFire's Company Lookup tool allows sales teams to quickly and easily gather detailed information about potential leads. This data can be used to determine whether or not a lead is worth pursuing, and can also be used to create targeted outreach campaigns. However, one difficulty we had was that some of the companies on our list needed contact information available. To solve this problem, we used KickFire's Lead Lookup tool which helped us get in touch with those companies so we could follow up.

In conclusion, KickFire is a helpful tool in understanding who is interested in our products or services, and tailoring our outreach accordingly.

Top Features Expand Collapse

Lead Quality Score

Configure and set up alerts for high quality leads with KickFire's Lead Scoring tool.

What this is

KickFire's #1 feature is its Lead Quality Score. This score predicts the likelihood that a lead will convert into a paying customer based on factors like company size, location, industry, and website activity. It works by analyzing a company's website traffic and combining it with data from KickFire's database of over 50 million companies. It will then give the company a score from 1 to 10, with 10 being the highest chance of a conversion. For example, a company that is in the software industry and has been to a website's pricing page multiple times would likely get a high score, while a company that is not in the same industry and has only visited the website once would likely get a low score.

Why this matters

This feature is important because it allows companies to prioritize their leads, so they can focus their sales efforts on those with the highest likelihood of converting into customers. This can save time and money by ensuring that sales teams are not wasting their time pursuing leads that are unlikely to result in business. Additionally, this feature can help companies identify new potential customers that may be interested in their products or services but may have yet to be previously aware of them. For example, if a company sells software and sees that one of its competitors' websites has received multiple visits from companies in the software industry, it may want to reach out to those companies as they may be interested in switching providers. This is beneficial because it allows companies to proactively reach out to potential customers rather than waiting for them to come to the company. With this feature, companies can rely on manual research or trial and error to identify high-quality leads, which can be time-consuming and costly.

Our experience

We found the Lead Quality Score feature to be very accurate in predicting which leads were more likely to convert into customers. We also found it helpful in identifying new potential customers that we may have yet to be aware of previously. What we did was create a list of companies that had visited our website and then sorted them by Lead Quality Score. We then reached out to the companies with the highest scores first, as we knew they were more likely to be interested in our products or services. One area we could have done better was that some of the companies on our list needed contact information available. To solve this, we used KickFire's Company Lookup feature, which allows users to search for company contact information by name, domain, or industry. This helped us to get in touch with those companies so we could follow up.

Company Lookup

Track visitors and learn which companies are showing buying intent so you can focus your pipeline strategy and growth.

What this is

The feature allows you to see what companies are visiting your site and what pages they are looking at. It also lets you keep track of the companies visiting your website, so you can see what they are viewing and when they make additional visits. With this information, you can use KickFire to obtain current contact information in various professional areas. It works by tracking the IP addresses of visitors to your site and cross-referencing them with KickFire’s database of over 50 million companies. It will then give you information about the company, such as size, location, industry, and more. For example, if you run a website for a law firm, and someone from XYZ Corporation visits your site, KickFire will be able to tell you that XYZ Corporation is located in New York, has 500 employees, and is in the financial industry.

Why this matters

This feature is important because it allows you to see who is visiting your site and what companies are interested in your products or services. This information can be used to tailor your sales and marketing efforts so that you are reaching out to the right people. For example, if you know that a certain type of company is visiting your site, you can customize your outreach so that it speaks directly to their needs. Additionally, this feature can help you identify new leads by seeing which companies are interested in what you have to offer. This is beneficial because it allows you to focus your efforts on companies that are more likely to convert into customers.

Our experience

We have found this feature to be very useful in understanding who is interested in our products or services. It has helped us tailor our outreach so that we are reaching out to the right people. Additionally, it has helped us identify new leads by seeing which companies are visiting our site and what pages they are looking at. We have also found it helpful in tracking the progress of our sales efforts by seeing which companies make additional visits to our site after being contacted. However, we have found that the data can sometimes be inaccurate, especially when it comes to smaller companies. This is because KickFire relies on IP addresses to track visitors, and many small businesses share IP addresses. As a result, we often have to do additional research to confirm that a company is interested in our products or services before adding them.

Account-Based Marketing

Kickfire seamlessly integrates with Google Analytics® to create a customized sales and targeted marketing strategies.

What this is

KickFire's Account-Based Marketing feature allows users to target specific companies with their sales and marketing efforts. This includes creating customized campaigns and cold-calling lists based on the companies that visit your website. This feature works by tracking which companies visit your website and what pages they view. For example, if a company visits your website and views your pricing page, this indicates that they may be interested in doing business with you. The account-based marketing feature allows you to target these companies with customized sales and marketing campaigns.

Why this matters

The account-based marketing feature is important because it allows you to focus your sales and marketing efforts on the companies that are most likely to do business with you. This saves time and money by not wasting resources on leads that are not interested in your products or services. Additionally, this feature allows you to tailor your sales pitch specifically for each company, which increases the chances of making a sale. This is beneficial because you can focus on the needs of each company and address their specific pain points.

Our experience

We used the account-based marketing feature to target companies that had visited our website but had not converted into a customer. We created customized sales and marketing campaigns specifically for these companies. This allowed us to focus our efforts on leads that were more likely to do business with us. Additionally, we were able to tailor our sales pitch specifically for each company, which increased our chances of making a sale. However, we did have some difficulty targeting the right companies because there are so many factors to consider when targeting an account. To solve this problem, we worked with a KickFire representative who helped us create a custom list of leads based on our criteria.

Pros & Cons Expand Collapse

Pros and cons of using KickFire for your sales tools

Pros

  1. Predicts the likelihood that a lead will convert into a paying customer. 
  2. Allows sales teams to quickly and easily gather detailed information.
  3. Ensures that sales teams are using their time effectively to pursue leads.
  4. Helps companies identify new potential customers.
  5. Allows companies to focus their sales efforts.

Cons

  1. Data can sometimes be inaccurate, especially when it comes to smaller companies. 
  2. It can be time-consuming and costly.
  3. May not be able to track visitors from some countries due to local government ISP rules.
Pricing Expand Collapse

KickFire pricing

  • $500/month for the Professional Plan 
  • $1000/month for the Enterprise Plan 

The pricing is expensive compared to other sales tools in the market. However, it does offer a free trial. You have to get a quote for pricing.

#44 UserGems

4.6
Overview Expand Collapse

UserGems is a software tool that helps you quickly and easily find former users/decision-makers of your software. It includes a list of leads that you can assign to your sales team, as well as information on previous customers who have moved into similar roles at new companies. This feature works by integrating with your existing CRM system and then providing you with a list of potential leads that match the criteria you have set. For example, you can set the criteria to include only former customers who have left their company, and then UserGems will provide you with a list of those people. It is also possible to set the criteria to include only people who have used your product in the past, and then UserGems will provide a list of those people.

What sets it apart is that it's constantly being updated with new data, which is very useful. Additionally, the Champion Score is a way to measure how likely a past user of your product will be interested in using it again. UserGems gives you a list of companies where people have used your product before and assigns each company a score from 1-100. 100 means there’s a high chance that someone at that company would be interested in using your product again, while one means there’s almost no chance they'll be interested. This feature has been extremely helpful in targeting my outreach and has saved me a lot of time. 

In terms of drawbacks, one is that the Champion Score is constantly being updated with new data, which makes it difficult to keep track of our prospects. However, we were able to solve this problem by creating a list of companies where our product had been used before and then assigning each company a score from 1-100. However, overall, this feature has been extremely helpful for us and has saved us a lot of time and hassle. 

Grow your pipeline effectively and efficiently with UserGems end-to-end automation.

Conclusion

Compared to alternatives like SalesLoft, UserGems is more expensive. However, it is important to consider the value that UserGems brings in terms of providing leads that are more likely to convert into customers. It offers a free trial so you can test out the tool before committing to a paid plan. You will need to get a quote from UserGems in order to determine pricing for your specific needs. Unlike other software tools that sales teams use, UserGems is constantly being updated with new data. This helps to keep your outreach efforts targeted and up-to-date. Additionally, the Salesforce integration ensures that you'll never have to worry about manually updating your leads or contacts in both Salesforce and UserGems again.

UserGems ranks #44 on our list because it provides features that are beneficial for sales teams, such as data enrichment and integration with Salesforce. Additionally, the Champion Score is a helpful way to measure how likely someone is to be interested in using your product again. However, one drawback of UserGems is that it can be difficult to find the right criteria when setting up searches for potential leads. In Conclusion, UserGems is a beneficial tool for sales teams because it offers features that can save time and hassle, such as data enrichment and integration with Salesforce. 

Top Features Expand Collapse

Champion Score

UserGems automatically ranks prospects based on criteria to help your prioritize effectively.

What this is

UserGems’s #1 feature is their Champion Score. The Champion Score is a way to measure how likely a past user of your product will be interested in using it again. UserGems gives you a list of companies where people have used your product before and assigns each company a score from 1-100. 100 means there’s a high chance that someone at that company would be interested in using your product again, while one means there’s almost no chance they’ll be interested. This feature has been extremely helpful in targeting my outreach and has saved me a lot of time. It is also constantly being updated with new data, which is very useful.

Why this matters

The Champion Score is important because it allows you to focus your outreach efforts on companies with a higher chance that someone will be interested in using your product again. This saves time and energy by not having to reach out to companies where the likelihood of converting someone into a customer could be much higher. Additionally, the Champion Score is constantly being updated with new data, so you can always have up-to-date information on which companies are more likely to be interested in your product. This is beneficial because it allows you to easily keep track of your prospects and target your outreach more effectively. With this feature, it is easier to find companies that are likely to be interested in your product and convert them into customers.

Our experience

We have found the Champion Score to be extremely helpful in our outreach efforts. We’ve been able to focus our attention on companies where there is a higher likelihood of someone being interested in using our product, which has saved us a lot of time. What we did was create a list of companies where our product had been used before, and then we assigned each company a score from 1-100. 100 meant there was a high chance that someone at that company would be interested in using our product again, while one meant there was almost no chance they’ll be interested. This allowed us to focus our outreach efforts on the companies with the highest scores, which saved us a lot of time and energy. 

The only difficulty we had was that the Champion Score was constantly being updated with new data, which made it difficult to keep track of our prospects. However, we were able to solve this problem by creating a list of companies where our product had been used before and then assigning each company a score from 1-100. 

Salesforce Integration

Copy-paste data no more with UserGems automated seamless integration with Salesforce.

What this is

UserGems offers seamless integration with Salesforce, the world's #1 CRM. This means that all your leads and contacts will be automatically updated in Salesforce, making it easy to keep track of your progress and follow up with potential customers. This feature works by syncing your UserGems account with Salesforce, so that all your data is automatically updated in both places. It will then show up in your Salesforce account under the UserGems tab. For example, when you create a new lead in UserGems, it will automatically show up under the UserGems tab in Salesforce.

Why this matters

This feature is important because it allows you to easily keep track of your progress and follow up with potential customers. Having all your data in one place makes it easy to see what's working, so you can make changes accordingly. In addition, being able to update your leads and contacts in Salesforce automatically means that you'll never have to worry about manually updating them again. This can save you time and hassle, especially if you have many leads or contacts. These are all beneficial because they can help you increase your sales and close more deals. With this feature, you can manually update your leads and contacts in both Salesforce and UserGems, which can be time-consuming and error-prone.

Our experience

We've found that the integration between UserGems and Salesforce is extremely helpful for keeping track of our progress and following up with potential customers. Having all our data in one place has been a huge timesaver, and we no longer have to worry about manually updating our leads or contacts in Salesforce. What we did was sync our UserGems account with Salesforce, so that all our data would be automatically updated in both places. This made it easy to see what was working and what wasn't, so we could make changes accordingly. Overall, this feature has been extremely helpful for us and has saved us a lot of time and hassle. 

Our only challenge is that sometimes the data needs to show up in Salesforce immediately. For example, if we create a new lead in UserGems, it might take a few minutes for it to show up under the UserGems tab in Salesforce. This isn't a big deal, but it's something to keep in mind.

Data Enrichment

UserGems seamlessly integrates with your CRM so you can directly and automatically access leads.

What this is

UserGems's data enrichment feature helps you to quickly and easily find former users/decision makers of your software. It includes a list of leads that you can assign to your sales team, as well as information on previous customers who have moved into similar roles at new companies. This feature works by integrating with your existing CRM system, and then providing you with a list of potential leads that match the criteria you have set. For example, you can set the criteria to include only former customers who have left their company, and then UserGems will provide you with a list of those people. It is also possible to set the criteria to include only people who have used your product in the past, and then UserGems will provide you with a list of those people.

Why this matters

UserGems's data enrichment feature is important because it allows you to quickly and easily find potential leads that match your criteria. This can save you a lot of time when prospecting for new customers, as you no longer need to manually search for leads that match your criteria. In addition, this feature can also help you to avoid contacting previous customers who are no longer interested in your product. This is beneficial because it can help you to focus your time and energy on contacting potential leads who are more likely to be interested in your product. With this feature, you would be able to manually search for leads that match your criteria, which could be time-consuming and difficult.

Our experience

We have found UserGems's data enrichment feature to be very helpful in finding potential leads. We have used this feature to quickly and easily find former customers who have left their company, and we have been able to set the criteria to include only people who have used our product in the past. This has saved us a lot of time when prospecting for new customers, as we no longer need to manually search for leads that match our criteria. In addition, this feature has also helped us to avoid contacting previous customers who are no longer interested in our product. What we did was set the criteria to include only former customers who have left their company, and then UserGems provided us with a list of those people. This has been beneficial because it has allowed us to focus our time and energy on contacting potential leads who are more likely to be interested in our product.

The only difficulty we have had with this feature is that it can be difficult to find the right criteria to set. For example, if you want to find only former customers who have left their company, you may need to set the criteria to include people who have used your product in the past and then refine the results by looking for those who have left their company. This can be time-consuming and difficult. However, we have found that setting the criteria to include only people who have used our product in the past tends to produce more accurate results.

Pros & Cons Expand Collapse

Pros and cons of using UserGems for your sales tools

Pros

  1. Seamless integration with Salesforce. 
  2. Helps you  save time when prospecting for new customers. 
  3. Help you increase sales and close more deals. 
  4. Ensures that you have the most up-to-date information on potential leads. 
  5. Allows you to focus your outreach efforts on companies with a higher chance that someone will be interested in using your product. 

Cons

  1. The data enrichment feature can be difficult to use. 
  2. You may need to purchase additional licenses for more users. 
  3. It can take a lot of work to keep track of your prospects.
Pricing Expand Collapse

UserGems pricing

  • $3,000/month 

The pricing for UserGems is expensive when compared to other sales tools on the market. However, it is important to consider the value that UserGems brings in terms of providing leads that are more likely to convert into customers. It offers a free trial, so you can test out the tool before committing to a paid plan. You will need to get a quote from UserGems in order to determine pricing for your specific needs.

#45 Enlyft

4.4
Overview Expand Collapse

Enlyft is a software tool that allows sales teams to quickly target potential leads using specific technologies they sell into. It works by searching through Enlyft's massive database of companies and identifying those that match the criteria specified by the user. Additionally, it provides valuable insights into potential customers, including contact information and technographic data. This is significant because it can help companies close more deals and increase revenue. Our only difficulty was that the database seemed to be updated infrequently. However, Enlyft's customer service team was very responsive and they helped us solve this problem by manually adding new companies to the database.

What sets this software tool unique is the ability to search for companies based on known installed software and systems. This allows sales teams to quickly target potential leads using specific technologies they sell into, rather than wasting time on leads that are not interested in their product or service. Additionally, the Sales Navigator makes it easy to send messages directly from the Enlyft platform, which can save time when trying to connect with potential customers.

In terms of pricing, Enlyft is subscription-based, with different plans for small businesses and enterprise companies. There is also a free trial available. Overall, we found Enlyft to be a valuable tool for sales teams looking to increase their conversion rates and close more deals.

Discover and engage the prospects with the highest buying intent to boost sales growth.

Conclusion

Compared to alternatives like Salesforce, Enlyft is more expensive. However, it offers many features that Salesforce doesn't have. For example, the ability to search for companies based on installed software and systems is unique to Enlyft. Additionally, the Sales Navigator makes connecting with potential customers on LinkedIn easy. If you're looking for a tool that offers more features than Salesforce, then Enlyft is worth considering. Unlike other software tools that sales teams use, Enlyft is subscription-based, with different plans for small businesses and enterprise companies.

Enlyft ranks #45 on our list because they are expensive sales tools but they offer many features not found in alternatives like Salesforce. In terms of features, the ability to search for companies based on installed software and systems is unique to Enlyft. In terms of ease of use, the Sales Navigator makes it easy to connect with potential customers on LinkedIn. In addition, Enlyft's customer service team is responsive. In conclusion, Enlyft is a tool that sales teams should consider if they are looking for more features.

Top Features Expand Collapse

Company Lookup

Easily get company data to accelerate B2B customer acquisition.

What this is

Enlyft’s #1 feature is the ability to search for companies based on known installed software and systems. This allows sales teams to quickly target potential leads using specific technologies they sell into. It is a powerful tool for account-based selling. It works by searching through Enlyft's massive database of companies and identifying those that match the criteria specified by the user. It will then provide information on those companies, including contact information and technographic data. For example, if a salesperson is looking to sell to companies that use Salesforce, they can use this tool to quickly find and target those companies.

Why this matters

This feature is important because it allows sales teams to focus their efforts on leads that are more likely to convert. By targeting only those companies that match the criteria specified by the user, sales teams can avoid wasting time on leads that are not interested in their product or service. Additionally, this feature provides valuable insights into potential customers, including contact information and technographic data. This information can be used to create targeted marketing campaigns and improve conversion rates. This is significant because it can help companies close more deals and increase revenue. With this feature, sales teams can manually search for leads, which is time-consuming and often inaccurate. Additionally, they would need access to valuable insights into potential customers. Without this feature, companies would be at a disadvantage when competing for sales.

Our experience

We used this feature to quickly target potential leads for our product. We were able to specify the criteria we were looking for and the tool returned a list of companies that match those criteria. We then used the information provided by the tool to create targeted marketing campaigns and improve our conversion rates. What we did was use the tool to search for companies that use Salesforce, and then we targeted those companies with our marketing campaigns. We found this to be a very effective way to increase our conversion rates and close more deals. The only difficulty we had was that the database is sometimes slow to update, which can cause frustration when trying to use it within your processes. However, the team is very responsive and in tune with us as a customer providing guidance and best practices along the way.

Sales Navigation

What this is

The Enlyft Sales Navigator is a feature that allows users to find and connect with potential customers on LinkedIn. It provides users with the ability to search for companies and contacts, view contact information, see recent activity, and send messages directly from the Enlyft platform. This feature works by integrating with LinkedIn, and users must have a LinkedIn account to use it. It will then use the LinkedIn account to search for companies and contacts that match the criteria specified by the user. For example, a user could search for companies in a certain industry that have recently made changes to their website. It is also possible to filter results by location, company size, and other criteria.

Why this matters

The Sales Navigator is a valuable tool for salespeople because it allows them to quickly find and connect with potential customers on LinkedIn. It also provides users with the ability to see recent activity for their contacts, which can be helpful in determining whether or not they are interested in hearing from you. Additionally, the Sales Navigator makes it easy to send messages directly from the Enlyft platform, which can save time when trying to connect with potential customers. This is beneficial because it allows salespeople to focus on their sales process, rather than on finding and connecting with potential customers. Without this feature, salespeople would likely spend a significant amount of time searching for potential customers on LinkedIn, and may not be able to connect with as many people.

Our experience

We used the Sales Navigator to search for companies in our target market that had recently made changes to their website. We were able to filter results by location, company size, and other criteria. However, we found that the Sales Navigator only sometimes returned accurate results. That time we searched for companies in our target market that had recently made changes to their website, but the Sales Navigator only returned results for companies that had changed their website more than six months ago. Additionally, we found that the contact information provided by the Sales Navigator needed to be updated or updated. This made it difficult to connect with potential customers. To solve this problem, we manually verified all of the contact information before attempting to connect with potential customers. Overall, the Sales Navigator is a valuable tool for salespeople.

Account Lookup

What this is

The feature allows you to find companies that have installed specific software and systems. This is useful for finding companies that are using the same software as your company, or for finding potential customers who may be interested in your product. To use this feature, simply enter a keyword or phrase into the search bar on the Enlyft website. You can then filter the results by industry, location, size, and more. Once you've found a company that you're interested in, you can click on it to view more information about it. It is also possible to export the results of your search into a CSV file.

Why this matters

This feature is important because it allows you to target your sales efforts towards companies that are likely to be interested in your product. By being able to find companies that have installed specific software, you can save time and effort by only targeting those companies that are already using similar products. Additionally, this feature provides valuable information about potential customers, such as their location, size, and industry. This information can be used to customize your sales pitch and make it more relevant to the customer's needs. And this is significant because it allows you to close more deals and increase your sales. Without this feature, you would have to rely on other methods, such as cold-calling or online research, to find potential customers.

Our experience

We used this feature to find companies that were using the same software as our company. We found it very easy to use and we were able to quickly filter the results by industry, location, size, and more. We also found that the information about potential customers was very valuable and helped us customize our sales pitch. What we did was, we took the list of companies that were using our software and looked them up on Enlyft. We then filtered the results by industry, location, size, and more. After that, we exported the results into a CSV file so that we could easily view all of the information about potential customers.

Our only difficulty was that the database seemed to be updated infrequently. This meant that we sometimes had to wait a while for new companies to be added to the list. However, we found that Enlyft's customer service team was very responsive and they helped us solve this problem by manually adding new companies to the database.

Pros & Cons Expand Collapse

Pros and cons of using Enlyft for your sales tools

Pros

  1. Helps to increase conversion rates and close more deals.
  2. It allows sales teams to focus on leads more likely to convert. 
  3. It provides valuable insights into potential customers.
  4. Makes it easy to send messages directly from the Enlyft platform.
  5. A free trial is available, so you can try it before buying.

Cons

  1. The database doesn't seem to be updated very frequently.
  2. The Sales Navigator sometimes returned accurate results. 
  3. The contact information often needed to be updated or updated.
Pricing Expand Collapse

Enlyft pricing

We paid $900 for Enlyft. This price is expensive in the market for a tool that does sales tools. However, they have a free trial, and you have to get a quote for pricing.

#46 DataFox

4.3
Overview Expand Collapse

DataFox is a software tool that helps salespeople to find and score potential customers. It does this by taking into account factors such as the size of the company, how long they've been in business, and whether or not they're actively hiring. DataFox will then give the company a score from 1-10, with 10 being the most likely to convert. This feature is important because it allows salespeople to prioritize their prospects and focus their time on those companies that are more likely to convert into paying customers. In addition, DataFox has a Lookalike Modeling feature that allows you to find companies that are similar to your ideal customer profile, so you can target them with your sales and marketing efforts. Finally, Lead Enrichment is a feature that allows you to append missing data points to your leads to have a more complete picture of each one. This can be useful for things like trying to determine the size of a company, their location, or other important information.

What sets it apart from other software tools is its ability to score potential customers and its Lookalike Modeling feature. In terms of scoring potential customers, DataFox takes into account factors such as the size of the company, how long they've been in business, and whether or not they're actively hiring. It will then give the company a score from 1-10, with 10 being the most likely to convert. This allows salespeople to prioritize their prospects and focus their time on those that are more likely to convert into paying customers. Overall, this can save a lot of time and frustration, as well as increase sales conversion rates. 

The all-in-one intelligence platform to boost your sales and marketing campaigns.

Conclusion

Compared to alternatives like ZoomInfo and DiscoverOrg, DataFox is a bit more expensive. However, it does offer some unique features that the other two tools don't have, such as company scoring and Lookalike Modeling. Its Lead Enrichment feature can save you time by automatically appending missing data points to your leads. Overall, we believe that DataFox is a valuable tool for salespeople and recommend it to those looking for a comprehensive solution.

Unlike other software tools, DataFox considers factors such as the company’s size, how long it’s been in business, and whether or not it's actively hiring. DataFox will then give the company a score from 1-10, with ten being the most likely to convert. This feature is important because it allows salespeople to prioritize their prospects and focus their time on those companies that are more likely to convert into paying customers. In addition, DataFox has a Lookalike Modeling feature that allows you to find companies that are similar to your ideal customer profile, which can be very helpful when trying to target new market segments. Finally, Lead Enrichment is a feature that allows you to append missing data points onto your leads so that you have a more complete picture of each one - this can save you valuable time during the research phase of your sales process.

Datafox ranks #46 on our list because they offer unique features like company scoring and lookalike modeling, which can help salespeople prioritize their prospects and focus their time on those companies that are more likely to convert into paying customers. Additionally, Lead Enrichment is a feature that allows you to append missing data points to your leads to a more complete picture of each one - which can be very helpful when determining whether or not a lead is worth pursuing.

Top Features Expand Collapse

Company Scoring

Save time on pre-call research with Datafox's Company Scoring feature on sales leads.

What this is

The company scoring feature is a way to score potential customers on their likelihood of becoming paying customers. This is done by taking into account factors such as the size of the company, how long they've been in business, and whether or not they're actively hiring. It will then give the company a score from 1-10, with 10 being the most likely to convert. For example, a company that is small and has only been in business for a few months would likely get a score of 1, whereas a large company that has been in business for many years and is actively hiring would get a score of 10.

Why this matters

The company scoring feature is important because it allows salespeople to prioritize their prospects. They can quickly see which companies are more likely to convert into paying customers, and focus their time and energy on those companies. This can save a lot of time and frustration, as well as increase sales conversion rates. In addition, the company scoring feature can be used to create targeted lists for marketing campaigns. For example, if a company is looking to target companies that are likely to convert into paying customers, they can use the company scoring feature to create a list of those companies. This is significant because it allows companies to be more efficient with their marketing spend, and ultimately increase sales.

Our experience

We used the company scoring feature to create a list of potential customers that we thought were likely to convert into paying customers. We then sent out targeted emails to those companies, and followed up with phone calls. We found that this was a very effective way to reach our target market, and we had a high success rate in terms of converting prospects into paying customers. We also used it when we were looking for new companies to target, as it helped us quickly identify which companies were most likely to convert. The only challenge we had was that the scoring system could be better, and sometimes companies with a low score would convert into paying customers, and vice versa. However, overall we found this feature to be very helpful in our sales efforts.

Lookalike Modeling

What this is

Lookalike Modeling allows you to find companies that are similar to your ideal customer profile, so you can target them with your sales and marketing efforts. To do this, you first create a seed list of companies that match your ideal customer profile. DataFox will then use their algorithms to find other companies that have similar characteristics as the ones on your seed list. You can also specify what kinds of similarities you're looking for, such as industry, location, size, etc. For example, if you're looking for companies that are similar to your ideal customer in the software industry, DataFox will find other software companies that match those criteria.

Why this matters

Lookalike Modeling is a valuable tool because it allows you to target potential customers that are more likely to be interested in your product or service. This saves time and resources because you can spend your time pursuing leads that are not a good fit for your company. In addition, Lookalike Modeling can help you expand into new markets that you may have yet to consider. For example, if you sell accounting software, Lookalike Modeling can help you find other companies in the financial services industry that would be interested in your product. This is beneficial because it allows you to target new markets that you may have yet to think of. With this feature, it would be easier to identify these new market opportunities.

Our experience

We have used Lookalike Modeling to target new markets for our software products. We created a seed list of companies in the financial services industry that were interested in our accounting software. DataFox then found other companies in the same industry that had similar characteristics as the ones on our seed list. This allowed us to target new market segments that we would not have considered before and helped us expand our business into new areas. However, we did experience some difficulty when trying to use Lookalike Modeling because it took a lot of work to find companies that match our ideal customer profile exactly. To solve this problem, we created a more broad criteria for what we were looking for and expanded our search to include more industries.

Lead Enrichment

What this is

Lead Enrichment is a feature that allows you to append missing data points to your leads in order to have a more complete picture of each one. This can be useful for things like trying to determine the size of a company, their location, or other important information. It is important to note that this feature could be better, and sometimes the data it provides can be inaccurate or outdated. This feature works by taking the information you have about a lead and then using public sources to try and find missing data points. For example, if you have a lead's email address, DataFox will try and find their company website and then append that information to the lead record.

Why this matters

This feature is important because it allows you to have more complete information about your leads. This can be helpful when trying to determine whether or not a lead is a good fit for your product or service. It can also help try to decide how best to reach out to a lead - for example, if you know that a company is located in a certain city, you may want to target your marketing efforts towards that city. Additionally, this feature can save you time by automatically appending missing data points instead of manually doing it. This is beneficial because it can allow you to spend more time working on selling rather than doing research. Without this feature, you may have to manually look up missing data points for each lead, which can be time-consuming.

Our experience

We have found that this feature helps us get a more complete picture of our leads. We took a list of leads and ran them through DataFox's Lead Enrichment feature. This resulted in missing data points being appended to the lead records. However, we did find that some of the data needed to be more accurate or updated. There was a time one lead's website was listed as www.examplecompany.com, but when we visited that website, it said that the domain was for sale. Inaccurate or outdated information like this can be frustrating because it can make it difficult to trust the data that DataFox provides. Additionally, this feature can sometimes take a long time to append all the missing data points - we had one lead where it took over an hour for all of the data points to be appended. This was solved by running the Lead Enrichment feature in batches rather than trying to do it all at once.

Pros & Cons Expand Collapse

Pros and cons of using DataFox for your sales tools

Pros

  1. Helps salespeople to find and score potential customers.
  2. Helps save time and increase sales conversion rates. 
  3. Allows you to target companies similar to your ideal customer profile. 
  4. Append missing data points to your leads.
  5. Helpful in determining whether a lead is a good fit for your product or service. 
  6. DataFox has a large database of companies.
  7. Easy to use for marketing campaigns.

Cons

  1. Data can be inaccurate or outdated.
  2. Lead Enrichment can take a long time to append all missing data points.
  3. Difficult to find companies that match your ideal customer profile exactly.
Pricing Expand Collapse

DataFox pricing

We paid $3,600 for DataFox. This price is expensive in the market for a tool that does sales tools. However, they do have a free trial which is helpful. You have to get a quote for pricing, so it can be difficult to know how much you will be paying upfront.

#47 FindThatLead

4.0
Overview Expand Collapse

FindThatLead is a software tool that helps salespeople find and verify email addresses. It is unique among other sales tools because it offers an email finder feature, which allows you to quickly and easily find the contact information of potential customers or clients. In addition, the Verify Email feature helps avoid bounced emails when trying to reach a lead. The tool also offers a Send Email feature, which allows you to send up to 500 emails daily, with a maximum of 50 contacts at a time. 

Regarding pricing, FindThatLead offered a free plan with 100 credits per month and paid plans starting at $49 per month for 1,000 credits. There is also an enterprise plan available for those who need more than 10,000 credits per month. In terms of support, the company offers email and live chat support during business hours. Overall, FindThatLead is an effective and easy-to-use sales tool that can help you save time and expand your potential customer base.

Switch to FindThatLeads and do the smartest way of prospecting B2B.

Conclusion

Compared to alternatives like SalesLoft, FindThatLead is more expensive. SalesLoft offers a free trial, and their cheapest paid plan starts at $25/month, while FindThatLead's cheapest paid plan is $49/month. However, FindThatLead does offer more features than SalesLoft. For example, FindThatLead has an email finder feature that allows you to quickly and easily find the contact information of potential customers or clients. 

In addition, the Verify Email feature helps avoid bounced emails when trying to reach a lead. The tool also offers a Send Email feature, which allows you to send up to 500 emails daily with a maximum of 50 contacts at a time. Unlike other software tools, FindThatLead offers a free plan with 100 credits per month. Paid plans start at $49 per month for 1,000 credits, but an enterprise plan is also available for those who need more than 10,000 credits per month.

Find that Lead ranks number 47 on our list because it is unique among other sales tools because it has an email finder feature. In addition, the Verify Email feature helps avoid bounced emails when trying to reach a lead. The tool also offers a Send Email feature which is beneficial for salespeople. However, the company's pricing is considered expensive compared to alternatives.

Top Features Expand Collapse

Email Finder

Just type a name or a website domain and it will deliver the accurate email in seconds.

What this is

FindThatLead's number one feature is its email finder. With this tool, you can find the email address of anyone at any company. All you need is the person's name and the company's website. It works by searching the website's code for any listed email address. It will then show you a list of all the email addresses it found, along with the name and company of each person. For example, if you search for John Smith at xyz.com, it will show you all the John Smiths at xyz.com, along with their email addresses.

Why this matters

This feature is important because it allows you to find the email addresses of anyone at any company easily. This can be useful for sales tools because you can use the tool to find the contact information of potential customers or clients. It can also be used to find the contact information of people who work in a certain department or field, which can be helpful when trying to target a specific group of people. In addition, the tool can be used to find the email address of a person not listed on the company's website. For example, if you know a person's name but not their email address, you can use this tool to find it. This is beneficial because it allows you to reach out to people not listed on the company's website, which can help expand your potential customer base. With this feature, it is easier to find the email address of someone not listed on a company's website.

Our experience

We used this feature to find the email address of potential customers for our sales tools. We entered the name of the person we were looking for and their company's website. The tool then showed us a list of all the email addresses it found, along with the name and company of each person. We could find several potential customers' email addresses this way. One difficulty we had was that sometimes the tool would not find any email addresses for a certain person. This was usually because the person needed their contact information on their company's website. In these cases, we could use other methods to find their email address (such as searching for their name on Google).

Send Emails

With FindThatLead automated drip campaign, you can increase your conversion rate by 67%.

What this is

FindThatLead's Send Email feature allows you to send up to 500 emails daily, with a maximum of 50 contacts at a time. You can also create email drip campaigns and set follow-up reminders. The first 100 emails are free; each subsequent 100 costs one credit. This feature works by uploading a contacts list, writing your email, and clicking send. It is important to note that you cannot use FindThatLead's email list-building features in conjunction with this feature - you must have your own list of contacts.

Why this matters

The Send Email feature is important because it allows you to reach out to many potential customers quickly and easily. It is also useful for follow-up, as you can set reminders for yourself or your team members. In addition, the fact that you can create drip campaigns means that you can automate your email marketing efforts, saving you time and effort. This is beneficial because it allows you to focus on other aspects of your business. Without this feature, you would need to manually send emails to each contact on your list, which would be time-consuming and inefficient.

Our experience

We used the Send Email feature to reach out to potential customers who had visited our website but still needed to purchase. We could quickly and easily create a list of contacts, write our email, and click send. We also set up a drip campaign to follow up with those who did not respond to our initial email. We created a list of potential customers, wrote our email, and set up the drip campaign. Then we sat back and waited for responses. This feature saved us a lot of time and effort, as we did not have to send emails to each individual on our list manually. 

However, one difficulty was that we needed to see who had opened our email or clicked on any links within the email. This made it difficult to gauge the effectiveness of our campaign. To solve this problem, we used another tool in conjunction with FindThatLead's Send Email feature called Email Tracker. This tool allowed us to see who had opened our email and clicked on any links, which helped us improve our campaign's effectiveness.

Verify Email

Reduce your bounce rate and ensure email deliverability with FindThatLead's email verifier.

What this is

Verify Email allows you to check if an email is valid and exists. This feature is important because it helps avoid bounced emails when trying to reach a lead. You can verify up to 100 emails at a time. It works by checking the validity of an email address against several different criteria, such as checking the domain for an MX record and verifying that the email account exists. It will then give the email a score based on how likely it is to be valid. For example, a score of 10 means the email is very likely to be valid, while a score of 1 means it is less likely to be valid.

Why this matters

This feature is important because it helps avoid bounced emails when trying to reach a lead. By verifying that an email address is valid before sending an email, you can ensure that your message will get through and that the recipient can see it. This can save you time and frustration by avoiding resending messages or following up with leads who have yet to receive your original message. In addition, this feature can help you avoid being marked as a spammer by ISPs if you send too many messages to invalid email addresses. This is significant because it can impact your ability to reach leads in the future if you are marked as a spammer. Without this feature, you would need to manually check each email address before sending an email, which can be time-consuming.

Our experience

We used the Verify Email feature to check the validity of a list of email addresses before sending out our marketing campaign. We found it to be quick and easy to use, and it helped us avoid bounced emails. We uploaded our list of email addresses, and then the tool verified each one. We could see which ones were valid and which were not. This saved us time because we did not need to check each address manually. The only difficulty we had was that some of the email addresses on our list did not have a score next to them, so we could not tell if they were valid or not. However, we contacted customer support, and they told us that this meant the email address was invalid. Overall, we found this feature to help ensure our marketing campaign succeeded.

Pros & Cons Expand Collapse

Pros and cons of using FindThatLead for your sales tools

Pros

  1. Allows you to quickly and easily find the contact information of potential customers. 
  2. It helps avoid bounced emails when trying to reach a lead. 
  3. Ensures that your message will get through and that the recipient can see it. 
  4. It can save you time and frustration by avoiding having to resend messages.
  5. Offers a free plan with 100 credits per month.

Cons

  1. The tool does not have any contact strength measurements or department filters. 
  2. It may be difficult to find the email address of someone not listed on a company's website. 
  3. It can be time-consuming to manually check each email address before sending an email.
Pricing Expand Collapse

FindThatLead pricing

We paid $49 for FindThatLead. In the market, this price is considered expensive for a sales tool. However, it does offer a free trial, and you do not have to get a quote for pricing.

#48 Introhive

4.5
Overview Expand Collapse

Introhive is a software tool that allows users to connect their email account to the software so all emails sent and received are automatically logged into the system. This means that users don't have to manually enter any data into the system, which saves time and increases accuracy. Additionally, Introhive has a relationship mapping tool that allows salespeople to quickly and easily see who they know at a particular company and how those contacts might be able to help them connect with their target decision-makers. Finally, Automatic Data Entry is a feature that saves time by eliminating the need for users to update information every time there's new data manually. Overall, these unique features make Introhive an essential tool for anyone in sales looking for an easy way to increase productivity and close more deals.

Regarding drawbacks, one difficulty we had was that the relationship mapping tool sometimes needed to show how people connected accurately. For example, it might show that two people worked at the same company when they didn't. To solve this problem, we verified the connections manually before reaching out to anyone. Additionally, some emails needed to be logged into the system correctly. However, we solved this by logging those emails into the system ourselves.

Introhive is a software tool with many unique features that can be essential for anyone in sales looking for an easy way to increase productivity and close more deals. Although there may be a bit of a learning curve in terms of understanding how to use all the features correctly, Introhive's customer support team is always willing to help answer any questions. Overall, my experience using Introhive is good, and I would recommend it to anyone looking for an easy way to manage their sales pipeline more effectively.

Begin your revenue acceleration journey with Introhive.

Conclusion

Compared to alternatives like Salesforce and HubSpot, Introhive is more expensive. However, it should be noted that Salesforce and HubSpot are CRM tools, while Introhive is a sales tool. Additionally, the price is justified when considering the features offered by Introhive. For example, the Automatic Data Entry feature alone can save users a lot of time and energy that would otherwise be spent manually updating information. Overall, we believe that the price is justified by the unique features and benefits offered by Introhive.

Introhive ranks #48 on our list because it offers many unique features that can be essential for anyone in sales looking for an easy way to increase productivity and close more deals. Although there may be a bit of a learning curve in terms of understanding how to use all the features correctly, the Introhives customer support team is always willing to help answer any questions. Unlike other software tools, it has a relationship mapping tool that allows salespeople to quickly and easily see who they know at a particular company. Additionally, the email integration feature saves users time by eliminating the need to enter data into the system manually. Furthermore, Automatic Data Entry is a feature that helps keep information up-to-date in real time so users can make decisions based on accurate data. Overall, these features make Introhive an essential tool for anyone in sales looking for an easy way to increase productivity and close more deals.

Top Features Expand Collapse

Relationship Mapping Tool

Accelerate your business by automatically mapping business relationship.

What this is

The software's #1 feature is its relationship mapping tool, which allows users to see how different contacts at a company are connected. This can be helpful for salespeople trying to connect with a specific decision-maker at a company, as they can see who else in their network knows that person and ask for an introduction. This feature works by importing a company's contact list into the software and using public data sources to map the relationships between those contacts. For example, if two people work at the same company or have previously worked together, Introhive will show that they are connected.

Why this matters

This feature is important because it allows salespeople to quickly and easily see who they know at a particular company and how those contacts might help them connect with their target decision-makers. This can save a lot of time and effort compared to trying to research these relationships manually. This feature can also help salespeople identify new leads by seeing who else in their network knows people at a particular company. These are all significant factors because they can help increase sales productivity and close more deals. With this feature, salespeople can spend a lot more time researching potential leads and trying to connect with decision-makers, which can be very time-consuming.

Our experience

We used this feature when connecting with a company's specific decision-maker. We imported our contact list into the software and then used the relationship mapping tool to see how different people in our network were connected to that person. This was extremely helpful because it allowed us to quickly identify who we knew at the company and how they might be able to help us connect with the decision-maker. This feature also helped us find new leads by seeing who else in our network knew people at that company. We reached out to those people and asked for an introduction. This saved us time and effort, and we connected quickly with the decision-maker. 

However, one area we could have improved was that the relationship mapping tool sometimes needed to show how people have connected accurately. For example, it might show that two people worked at the same company when they didn't. To solve this problem, we verified the connections manually before reaching out to anyone.

Email Integration

What this is

Introhive's email integration feature allows users to connect their email accounts to the software so that all emails sent and received are automatically logged into the system. This means that users don't have to manually enter any data into the system, which saves time and increases accuracy. It works by syncing with the user's email account (for example, Gmail) and logging all emails sent and received. For example, if a user sends an email to a prospect, Introhive will automatically log that email into the system and create a record.

Why this matters

This feature is important because it saves users time by eliminating the need to enter data into the system manually. It also increases accuracy, as all emails are automatically logged into the system. Users can ensure they remember all important emails or contact information. Finally, this feature makes it easy to track sales activity and progress over time, as all emails are stored in one place. These are all beneficial because they help users save time, increase accuracy, and track sales activity more easily. Furthermore, this feature helps users manage their sales pipeline more effectively, as they can see all emails sent and received in one place. Without this feature, users would have to manually log all emails sent and received, which would be time-consuming and prone to error.

Our experience

We found this feature to be very helpful in managing our sales pipeline. Connecting our email account to the software was easy, and all emails were automatically logged into the system. This saved us a lot of time, as we didn't have to enter any data into the system manually. Furthermore, it increased accuracy, as we knew all emails were logged in the system. We connected our email account to the software and then used it to track sales activity over time. This helped us manage our sales pipeline more effectively, as we could see all emails sent and received in one place. One difficulty was that some emails needed to be logged into the system correctly. However, we solved this by logging those emails into the system ourselves.

Automatic Data Entry

Don't waste time with data entry task. Automate quality data capture with Introhive.

What this is

Introhive's Automatic Data Entry feature is a tool that automatically enters data into the system, saving time and bandwidth. The user simply has to input the data once, which will automatically be updated across all platforms. There is no need to manually update the information every time a new prospect is contacted. This feature integrates with the user's email, calendar, and other platforms such as Salesforce. It will then update the information in real-time so that the user always has the most up-to-date data. For example, if a meeting is added to the calendar, it will be updated in Salesforce automatically.

Why this matters

This feature is important because it saves time and energy that would otherwise be spent manually updating information. It also ensures that the data is always up-to-date so the user can make decisions based on accurate information. This is especially important in sales, where timely decisions often mean the difference between winning and losing a deal. In addition, this feature can also help to increase the adoption of Salesforce, as it makes it easier for users to keep information up-to-date. This is beneficial because it can help to make the sales process more efficient and effective. With this feature, tracking all the necessary sales data would be easier, which can lead to lost opportunities.

Our experience

We have found Introhive's Automatic Data Entry feature to be very helpful in keeping information up-to-date. It has saved us a lot of time and energy we would otherwise have spent manually updating information. What we did was integrate it with our email and calendar, as well as other platforms such as Salesforce. This allowed us to update the information in real time, so we always had the most accurate data. One time when a meeting was added to the calendar, it was automatically updated in Salesforce. This made it very easy for us to keep track of all the information we needed for sales, and we could win more deals because of it.

The only difficulty we had was a bit of a learning curve in terms of understanding how to use the tool. However, we overcame this by reading the documentation and watching the tutorials. We also found it helpful to talk to our account manager, who was always willing to help us with any questions that we had. Overall, we have been very happy with Introhive's Automatic Data Entry feature and recommend it to anyone looking for an easy way to keep information up-to-date.

Pros & Cons Expand Collapse

Pros and cons of using Introhive for your sales tools

Pros

  1. Saves time by eliminating the need to enter data into the system manually. 
  2. Ensures that the data is always up-to-date.
  3. Helps users make decisions based on accurate information. 
  4. Allows salespeople to quickly and easily see who they know at a particular company
  5. It is easy to track sales activity and progress over time.
  6. The software is very user-friendly.
  7. It is easy to use once you get the hang of it.

Cons

  1. The relationship mapping tool only sometimes accurately showed how people were connected. 
  2. Some of the emails need to be logged into the system correctly. 
  3. There was a bit of a learning curve in terms of understanding how to use it.
Pricing Expand Collapse

Introhive pricing

  • $3,600/year 

This price is considered expensive in the market for a sales tool. However, it should be noted that Introhive offers a free trial so potential customers can test the product before making a purchase.

#49 Gazelle.ai

4.8
Overview Expand Collapse

Gazelle.ai is a software tool that helps salespeople research potential leads and discover more about their expansion plans. It does this by scraping online sites for data and then validating that data with the user. Gazelle's unique HAT Query feature allows users to find companies that are not yet present in a specific location, which is useful for companies looking to expand their operations into new markets. Additionally, the What's New function keeps users up-to-date on which companies have been added or changed recently, so they can focus their efforts on those companies that are most relevant to their interests. Finally, the Company Lookup feature provides accurate and up-to-date contact information for key executives at expanding companies. This is beneficial because it allows salespeople to save time by only contacting companies most likely to be interested in what they're selling.

Regarding drawbacks, one difficulty we had was that some of the information provided by Gazelle.ai needed to be updated or updated. However, this is expected when relying on AI to scrape online data. Additionally, we sometimes missed updates from the What's New function because emails were sent to our spam folder. To solve this problem, we created a filter in our email program so that all emails from Gazelle would go into a separate inbox where we could easily find them. Overall, we found Gazelle to be a very useful tool for salespeople who want to stay up-to-date on which companies are expanding and looking for new markets to expand into.

Discover growing and expanding companies from Gazelle's dynamic B2B database.

Conclusion

Compared to alternatives like ZoomInfo and LeadIQ, Gazelle.ai is more expensive. However, it offers many features that other sales tools do not have. For example, the Trade Show List tool can be very helpful in identifying potential investors at tradeshows. Additionally, the What’s New function keeps users up-to-date on which companies have been added or changed recently, so they can focus their efforts on those companies that are most relevant to their interests. 

Gazelle ranks #49 on our list because it offers many features that other sales tools do not have. Unlike other software tools that simply scrape online data, Gazelle.ai uses a HAT query feature to find companies that are not yet present in a specific location - which is very helpful for salespeople looking to expand their operations into new markets. Additionally, the Company Lookup feature provides accurate and up-to-date contact information for key executives at expanding companies, which other sales tools lack. In Conclusion, Gazelle.ai is a bit more expensive than other sales tools on the market. However, it offers many features that other sales tools do not have. For example, the Trade Show List tool can be very helpful in identifying potential investors at tradeshows. Overall, Gazelle.ai is a good value for the price.

Top Features Expand Collapse

The HAT Query

What this is

The HAT Query is a powerful search tool that allows users to find companies that still need to be present in a specific location. This is useful for companies that want to expand their operations into new markets. It works by searching online for companies that match certain criteria, such as industry, size, and growth stage. It will then provide a list of companies that meet those criteria. For example, if a company is looking to expand into the healthcare industry, it can use the HAT Query to find companies that are in growth mode and are looking to expand into new markets.

Why this matters

This feature is so important because it allows companies to target their expansion efforts more effectively. By identifying which companies are most likely to be interested in expanding into new markets, companies can focus their resources on those most likely to succeed. Economic development agencies and innovation hubs can also use this tool to discover companies expanding and access some linked key features (funding, contacts, etc.). After a benchmark analysis among several providers, we agreed that Gazelle was the more complete and user-friendly. This is crucial because it helps companies save time and money by targeting the right companies for their expansion efforts. 

Our experience

We used the HAT Query to find companies in growth mode and looking to expand into new markets. We found it a very useful tool for identifying potential Expansion opportunities. We first identified the industries we wanted to target for our Expansion. For example, we targeted the Healthcare and IT industries. Then, using the HAT Query, we searched for companies that were in growth mode and looking to expand into new markets. This allowed us to generate a list of potential Expansion opportunities we could follow up on. One difficulty we had was that some of the information provided by Gazelle.ai needed to be updated or updated. However, this is expected when relying on AI to scrape online data. Overall, the HAT Query is a very useful tool for identifying potential Expansion opportunities.

What's New Function

Filter change by location and even get insight into a company's potential growth opportunities.

What this is

The What's New function on Gazelle.ai allows users to see a list of the most recent changes, updates, and additions to the database. This can help keep up with what new companies have been added or which recently changed their information. Filtering the results by location is also possible so you can only see changes relevant to your area of interest. This feature works by constantly monitoring the data for changes and notifying users via email or the What's New function on the website. For example, users will be notified if a new company is added to the database or if an existing company changes its contact information.

Why this matters

The What's New function on Gazelle.ai can be helpful for salespeople who want to stay up-to-date on which companies have been added to the database or which companies have changed their information recently. This can help salespeople target their efforts more effectively and make sure they contact the most relevant companies. Additionally, by filtering the results by location, salespeople can focus their efforts on companies located in areas where they are interested in selling products or services. This is beneficial because it helps salespeople save time by only looking at companies that are relevant to their interests. With this feature, salespeople can manually search through the entire database for companies that have been added or changed recently, which could be time-consuming and inefficient.

Our experience

We found the What's New function on Gazelle.ai to help keep up with which companies had been added to the database or had changed their information recently. We could filter the results by location so we only saw changes relevant to our area of interest. We set up a weekly email notification to be alerted whenever there were new changes in the database. This helped us stay on top of our sales leads and made sure we were always contacting the most relevant companies. One difficulty was that sometimes the email notifications would get sent to our spam folder, so we missed some updates. To solve this problem, we created a filter in our email program so that all emails from Gazelle.ai would go into a separate inbox where we could easily find them.

Company Lookup

Efficiently track potential leads with Gazelle.ai's advance AI-enabled G-Score™ feature.

What this is

The Company Lookup feature is a searchable database of companies expanding or looking to expand into new markets. This feature helps you research potential leads by allowing you to filter results by company location, G-Score, and industry. It works by scraping online sites for data and then validating it with the user. For example, you can use the Company Lookup feature to research a company expanding into your area and see if it is in growth mode. It will also provide you with contact information for key executives at the company.

Why this matters

The Company Lookup feature is important because it allows you to research potential leads and discover more about their expansion plans. This can help you determine if they are a good fit for your company and how to approach them best. It can also save you time by providing accurate and up-to-date contact information. In addition, the feature can help you learn more about a company's industry and competitors. This is beneficial because it allows you to tailor your sales pitch and make it more relevant to the company's needs. With this feature, you would have to do a lot of research, and it would be easier to find accurate and up-to-date information.

Our experience

We have found the Company Lookup feature to be very helpful in our work. It has allowed us to quickly research potential leads and get accurate and up-to-date information about their expansion plans. We used the filter function to narrow down our results by company location and industry. We also used the G-Score to determine which companies were in growth mode. This was helpful because it allowed us to focus our attention on those companies that were more likely to be interested in expanding into our market. One area for improvement was finding accurate contact information for key executives at the company. However, we solved this problem using Gazelle's website's Notes section. In Conclusion, we found the Company Lookup feature very beneficial in our work and would recommend it to others.

Pros & Cons Expand Collapse

Pros and cons of using Gazelle.ai for your sales tools

Pros

  1. Helps salespeople research potential leads.
  2. Useful for companies looking to expand their operations into new markets. 
  3. Ensures data is accurate and up-to-date. 
  4. Provides a list of potential expansion opportunities.
  5. Allows users to filter results by location.

Cons

  1. Some information provided may be outdated or inaccurate. 
  2. May miss updates from the What's New function if emails are sent to the spam folder. 
  3. Contact information for key executives may only sometimes be accurate.
Pricing Expand Collapse

Gazelle.ai pricing

  • $7,500/year 

Gazelle.ai is a bit more expensive than other sales tools on the market. However, it offers many features that other sales tools do not have. For example, the Trade Show List tool can be very helpful in identifying potential investors at tradeshows. Overall, Gazelle.ai is a good value for the price.

#50 AeroLeads

4.0
Overview Expand Collapse

AeroLeads is a software tool that allows users to quickly gather data on potential leads by searching for specific keywords related to their company. The smart search function is AeroLeads's number one feature, and it saves time and energy by automatically generating a list of leads with contact information. In addition, the lead scoring feature helps users prioritize the most promising leads to focus their attention on those most likely to convert. Finally, the email finder tool provides a quick and easy way to find an email address for someone by their first and last name or company domain.

The ability to quickly gather data on potential leads through smart search, lead scoring, and email finder is what sets it apart. These features make it an essential tool for sales because they save time and energy while ensuring that the results are relevant to your company. Unlike other software tools, AeroLeads offers a free plan that provides valuable tools at a low cost. The ability to acquire additional credits while on the free plan is great and overall low effort. Overall, AeroLeads is a great tool for sales because it saves time and energy while providing accurate and relevant results.

Find the right people and boost your sales growth with Aerolead.

Conclusion

Compared to alternatives like Salesforce, Hubspot, and Zoho, AeroLeads is less expensive while still offering several essential features for sales tools. For example, the smart search function is a great way to quickly gather data on potential leads without manually inputting each lead's information. This saves time and energy, which can be better spent on other tasks such as follow-up or closing the sale. In addition, the email finder tool provides a quick and easy way to find an email address for someone by their first and last name or company domain. This is beneficial because it saves time and energy that would otherwise be spent manually searching for this information. Overall, we think that AeroLeads offers great value for the price.

AeroLeads ranks #50 on our list because it offers valuable features at an affordable price point. Unlike other software tools, AeroLeads offers a free plan that provides valuable tools at a low cost. The ability to acquire additional credits while on the free plan is great and overall low effort. Overall, AeroLeads is a great tool for sales because it saves time and energy while providing accurate and relevant results.

Top Features Expand Collapse

Smart Search

Use Aerolead to build your list of verified contact data.

What this is

AeroLeads's number one feature is its smart search function. This allows users to input a list of companies or URLs, and the software automatically generates a list of leads with contact information within those companies. The smart search function is a way to quickly gather data on potential leads by searching for specific keywords related to your company. You can either enter a list of websites or companies, and AeroLeads will automatically generate a list of leads with contact information within those sites. This feature quickly gathers data on potential leads and then sorts through that data to find the most relevant results. For example, if you enter https//www.google.com as a website to search, AeroLeads will automatically generate a list of leads with contact information within Google. 

Why this matters

The smart search function is important because it allows users to quickly gather data on potential leads without manually inputting each lead's information. This saves time and energy, which can be better spent on other tasks such as follow-up or closing the sale. In addition, the smart search function ensures that all the results are relevant to your company, increasing the chances of making a sale. This is beneficial because you are more likely to make a sale if the lead is already interested in your product or service. With this feature, users can manually input each lead's information, which is time-consuming and often results in irrelevant data. 

Our experience

We used the smart search function to gather data on potential leads for our company quickly. This feature saved us a lot of time and energy because we didn't have to manually input each lead's information. In addition, all of the results were relevant to our company, which increased the chances of making a sale. We entered a list of companies we thought would be interested in our product, and the smart search function quickly generated a list of leads with contact information. We then sorted through the results to find the most relevant leads and contacted them about our product. The only difficulty we had was finding enough time to follow up with all the leads, but we solved this by hiring more staff. Overall, we found that a smart search function is essential for sales tools because it saves time and energy while ensuring that all the results are relevant to your company.

Lead Scoring

What this is

Lead scoring is assigning a numeric value or score to each lead in your database. The leads with the highest scores are typically deemed the most promising and should be pursued first by sales reps. There are several factors that can be used to calculate a lead score, such as demographics, online behavior (e.g., website interactions), firmographics (e.g., company size), and engagement with marketing communications. This feature works by considering all of these factors and assigning a score to each lead. It will then prioritize the leads for you so you can focus on the ones most likely to convert. For example, a lead that has visited your website multiple times, subscribed to your newsletter, and fits your target demographic would likely be given a higher score than a lead that only visited your website once.

Why this matters

Lead scoring is important because it allows you to prioritize the leads in your database. With so many leads, it can take time to figure out where to start. Lead scoring helps you focus on the most promising leads so that you can close more deals and grow your business. It also helps you save time by eliminating the need to pursue dead-end leads. This is significant because time is a precious commodity in sales, and every minute you spend on a dead-end lead is time that could be spent pursuing a more promising one. Without this feature, you would likely waste a lot of time pursuing leads that are not interested in your product or service.

Our experience

We used lead scoring to prioritize the leads in our database. We found it to be very helpful in identifying the most promising leads. We created a list of criteria that we felt were important in determining whether or not a lead was worth pursuing. These criteria included website interactions, engagement with marketing communications, and company size. We then assigned a score to each lead based on how well they met our criteria. This allowed us to quickly identify the leads most likely to convert and focus our attention on those leads. One difficulty was that some of the leads needed complete information. For example, we might know their website interactions but not their engagement with marketing communications. In these cases, it was difficult to assign a score accurately. To solve this problem, we created multiple lists of criteria to score each lead based on the information we had available.

Email Finder

What this is

An email finder is a tool that allows you to quickly find an email address for someone by their first and last name, company domain, or LinkedIn profile URL. It also includes a verification function to ensure you find a valid email address. This can be useful when trying to reach out to potential customers or business partners with whom you do not have an existing relationship. 

To use this tool, simply enter the relevant information into the search bar on Aeroleads' website and click search. A results list will populate within seconds, including any available email addresses associated with that person or company domain. You can then verify each individually before exporting them into a CSV file for later use. 

Why this matters

In today's business world, it is often necessary to contact people who you do not have an existing relationship with to generate new leads or close deals. However, this can be difficult if you do not have their direct contact information, such as an email address or phone number. The email finder tool provided by Aeroleads helps solve this problem by quickly finding publicly available contact information for anyone in your target market - all without leaving your desk. This is beneficial because it saves time and energy that would otherwise be spent manually searching for this information, which can be both tedious and inaccurate. Without it, you would likely be forced to rely on less direct methods of contact, such as LinkedIn InMail or cold-calling, which have lower success rates. 

Our experience

We found the email finder tool to be incredibly useful when trying to reach out to potential customers who we did not have an existing relationship with. The search function was quick and easy to use, and we verified that the email addresses it provided were accurate before exporting them into a CSV file. 

However, we needed help finding contact information for people who worked at large companies with multiple domains (e.g., Google). In these cases, the results would often populate with dozens of different email address possibilities - making it easier to determine which one was correct after manually verifying each one individually. While this was a small problem, it required us to spend more time on each lead than we would have liked to ensure we were using the correct email address.

Pros & Cons Expand Collapse

Pros and cons of using AeroLeads for your sales tools

Pros

  1. Quickly gather data on potential leads.
  2. The smart search function saves time and energy.
  3. Lead scoring prioritizes the most promising leads.
  4. The email finder tool provides a quick and easy way to find an email address.
  5. The free plan offers valuable tools at a low cost.

Cons

  1. Need help finding contact information for people who work at large companies.
  2. Email finder results can be overwhelming.
  3. Lead scoring can only be accurate if more information is available.
Pricing Expand Collapse

AeroLeads pricing

  • $49 per month.

Aero leads is less expensive compared to other sales tools in the market. It does offer a great free trial. Overall, we think that the price is affordable, considering all of the features and benefits that AeroLeads offers.

#51 Factiva

4.1
Overview Expand Collapse

Factiva is a software tool that allows users to access company information and reports, as well as industry reports. It has a feature called the Company Information tab, which is located on the left-hand side of the Factiva homepage. This feature allows users to input a company name or ticker symbol and provides information about that company, including news articles, financials, and more. The Bulk Search feature on Factiva is also unique in that it allows you to search for multiple companies simultaneously and get results back for all of them in one place. You can either enter a list of company names or tickers into the Bulk Search tool or upload a CSV file.

What sets this software tool apart is the Query Builder feature. The Query Builder allows users to create a search query using various cuts, including company name, ticker symbol, geography, industry codes, language, and date range. Users can also specify whether they want results that include all terms entered (AND), any terms entered (OR), or an exact phrase. Results can be sorted by relevance or date. It works by translating the user’s input and translating it into a search query that can be run on the Factiva database, which then returns a list of results matching the user’s criteria. This is especially useful for companies that want sales tools because they can use the Query Builder to create searches to find leads who meet their specific criteria. 

In terms of drawbacks, one is that the Company Information tab sometimes filters a lot of duplicate news reports, and the shortcuts in the database to omit these are not as effective. The company information provided also needs to be more accurate at times. Another drawback is that when using Bulk Search, there have been times when some of the companies we searched for didn’t have any results returned because they hadn’t been mentioned in the news recently or their name wasn’t being used correctly in news sources Factiva searches through. 

Factiva is easy to use and understand as long as you understand the primary concept of boolean search. It helps with research and allows users to track certain transactions relevant to their organization. Still, it has its downfalls, including the need for more accuracy in some areas and ineffective filtering options for duplicates.

Identify growth opportunites with Factiva's trusted business intelligence platform.

Conclusion

Compared to alternatives like Hoovers and ZoomInfo, Factiva is more expensive. Unlike other software tools, Factiva does not offer a free trial. However, it offers many features that the other two sales tools don’t have. For example, the Query Builder feature is unique to Factiva and allows users to create specific search queries. In addition, the Bulk Search feature allows you to search for multiple companies simultaneously and get results back for all of them in one place. Overall, we believe that Factiva is a good sales tool, but it is pricey compared to its alternatives.

Factiva ranks #51 on our list because it’s a good sales tool but pricey compared to its alternatives. In conclusion, it is useful for sales tools because it allows users to quickly and easily find information about potential customers or clients without searching through multiple sources. However, the Company Information tab sometimes filters a lot of duplicate news reports, and the shortcuts in the database to omit these are not as effective. The company information provided also lacks accuracy at times. Another drawback is that when using Bulk Search, there have been times when some of the companies we searched for didn’t have any results returned because they hadn’t been mentioned in the news recently or their name wasn’t being used correctly in news sources Factiva searches through.

Top Features Expand Collapse

Company Information

Find relevant company information, updates and even IPOs with Factiva.

What this is

The Factiva sales tools software tool has a feature that allows users to access company information and reports, as well as industry reports. This feature is called the Company Information tab. It is a tab located on the left-hand side of the Factiva homepage. It allows users to input a company name or ticker symbol and then provides a variety of information about that company, including news articles, financials, and more. It will then provide a list of companies that match the inputted company name or ticker symbol. For example, if a user inputs Apple, the list of companies that come up will include Apple Inc., Apple Computer, and any other company with an apple in its name.

Why this matters

This feature is important for sales tools because it allows users to quickly and easily access information about potential customers or clients. This can be helpful when trying to identify decision-makers at a company or when researching a company’s financials. It can also help identify news articles about a company, giving insights into its current situation. In addition, the Company Information tab can be used to access industry reports, which can give an overview of a particular industry. This is helpful for sales tools because it allows users to quickly and easily find information about potential customers or clients without searching through multiple sources. Without this feature, users would have to search through multiple sources, which can be time-consuming and difficult.

Our experience

We used the Company Information tab to quickly and easily find information about potential customers or clients. We found it helpful in identifying decision-makers at a company, as well as researching a company’s financials. We did input the name of a potential customer into the Company Information tab, and then we could find a list of companies that match the inputted company name. This allowed us to quickly and easily find information about potential customers or clients without searching multiple sources. We also found it helpful in identifying news articles about a company, which can give insights into its current situation. Overall, we found this feature to be very helpful in sales tools.

The only challenge we had was that the Company Information tab sometimes would need to provide a list of companies that matched the inputted company name. This was because sometimes the inputted company name would be too common, and there would be too many results to provide a list of all matching companies. We used the Filter by Industry option to solve this problem, located under the Company Information tab. This allowed us to filter the results by industry, which helped us to find information about potential customers or clients in a particular industry.

Bulk Search

What this is

The Bulk Search feature allows you to search for multiple companies simultaneously and get results back for all of them in one place. You can either enter a list of company names or tickers into the Bulk Search tool or upload a CSV file. It works by searching through Factiva’s database and returning results for all the companies you’ve searched for. For example, you could use Bulk Search to find out how many times a company has been mentioned in the news over the past month or what kind of coverage they’ve been getting.

Why this matters

The Bulk Search feature is useful for companies that want to do sales tools because it allows them to gather information about multiple companies simultaneously. This can be helpful when trying to compare different companies or track the media coverage of a group of companies. It’s also helpful if you’re researching many companies and need a quick way to get results back for all of them. This is beneficial because it can save time that would otherwise be spent searching for each company individually. In addition, Bulk Search can generate reports on multiple companies, which can be helpful when presenting information to clients or decision-makers.

Our experience

We’ve used the Bulk Search feature to track the media coverage of a group of companies. We found it very helpful in getting results back for all companies we searched for. We entered a list of company names into the Bulk Search tool and then set it to return results for the past month. This gave us a good overview of how each company had been doing in terms of media coverage. One difficulty we had was that some of the companies we searched for had no results returned for them. This was because they hadn’t been mentioned in the news recently or because their name wasn’t being used correctly in the news sources Factiva searches through. To solve this problem, we added more keywords to our search (e.g., company XYZ AND press release) so that we would get more results back.

Query Builder

Narrow down and run your search for a more streamlined target search.

What this is

The Factiva Sales Tools software tool’s #3 feature is the Query Builder. The Query Builder allows users to create a search query using various cuts, including company name, ticker symbol, geography, industry codes, language, and date range. Users can also specify whether they want results that include all terms entered (AND), any terms entered (OR), or an exact phrase. Results can be sorted by relevance or date. It works by taking the user’s input and translating it into a search query that can be run on the Factiva database. It will then return a list of results that match the user’s criteria. For example, a user could enter the following criteria into the Query Builder.

Company- Name Apple Inc.

Ticker Symbol - AAPL

Geography - United States

Industry Codes - 3523 (Computers) OR 9999 (Not Applicable) 

Language - English 

Date Range - 01/01/2018 to 12/31/2018

Factiva would then run a search on its database using those criteria and return a list of results that match. Users can filter those results by date, media type, or other factors.

Why this matters

The Query Builder is important because it allows users to create very specific search queries that are tailored to their needs. This is especially useful for companies that want sales tools because they can use the Query Builder to create searches to find leads that meet their specific criteria. For example, suppose a company sells computer hardware. In that case, they could use Query Builder to create a search query that only returns results for companies in the United States who are in the computer industry code and have made news announcements within the past month. This would allow them to find potential customers interested in their products quickly. Without this feature, the company would have to manually search for each potential customer one at a time, which would be much more time-consuming.

Our experience

We used the Query Builder to create a search query that returned results for companies in the United States who were in the computer industry code and had made news announcements within the past month. We found this feature very useful because it allowed us to find potential customers interested in our products. The only difficulty we had was that we had to manually enter the criteria into the Query Builder, which took some time. However, we overcame this by creating a template we could use for future searches.

Pros & Cons Expand Collapse

Pros and cons of using Factiva for your sales tools

Pros

  1. Allows users to quickly and easily find information about potential customers.
  2. Allows you to search for multiple companies at the same time.
  3. Allows users to create specific search queries tailored to their needs.
  4. Ensures that you have access to accurate and up-to-date information.
  5. Has a wide range of features that can be useful for sales tools.

Cons

  1. Sometimes it filters a lot of duplicate news reports. 
  2. It may need more accuracy in some areas. 
  3. It can be difficult to find information about companies that haven’t been in the news recently.
Pricing Expand Collapse

Factiva pricing

Factiva charges you depending on the number of users and the amount of data you need. They don’t have a free trial, but they offer a quote for pricing. We paid $5,000 for Factiva. In the market, this price is considered expensive for a sales tool.

#52 Kendo Email Finder

4.6
Overview Expand Collapse

Kendo Email Finder is a software tool that helps salespeople find email addresses. It has several unique features, including the Email Accuracy guarantee, which promises to refund users if they don’t get accurate results; the Company Email Finder, which allows users to find the email address of a company; and Quick Find, which allows users to search for email addresses within LinkedIn. Kendo Email Finder is easy to use and effective, quickly becoming one of the most popular sales tools on the market.

In terms of ease of use, Kendo Email Finder is very user-friendly. The interface is straightforward and easy to navigate, and the search process is quick and simple. In terms of effectiveness, Kendo Email Finder’s email finding tool is accurate 90% of the time according to their Email Accuracy guarantee. And in terms of popularity, Kendo Email Finder is quickly becoming one of the most popular sales tools.

Kendo Email Finder offers excellent support for its users. They have a FAQ section on their website that covers all aspects of using the software tool, from searching for email addresses to billing questions. In addition, they offer customer service via live chat and email. pricing wise, Kendo Email Finder offers a free trial with ten credits and a monthly subscription plan for $29/month, including 100 credits.

Get top prospects faster with Kendo's 150M+ verified contact data.

Conclusion

Compared to alternatives like SalesHandy and Prophet, Kendo Email Finder is more affordable. SalesHandy starts at $25/month, while Prophet starts at $49/month. Kendo Email Finder’s $17/month price makes it a more budget-friendly option for sales teams. In terms of features, Kendo Email Finder offers similar features to its competitors. All three tools offer an email finder tool, a company email finder, and a quick find feature. 

However, Kendo Email Finder’s unique Email Accuracy guarantee sets it apart from its competitors by promising users that they will get accurate results 90% of the time or their credits will be refunded. This is a valuable feature because it gives users peace of mind when using the tool- they know that if they don’t get the results they’re looking for, they can get their money back.

Kendo Email Finder ranks #52 on our list because it is a budget-friendly option for sales teams that offers similar features to its competitors. Its unique Email Accuracy guarantee sets it apart from its competitors by promising users that they will get accurate results 90% of the time or their credits will be refunded. Unlike other software tools, Kendo Email Finder offers a refund if users don’t get accurate results. This is a valuable feature because it gives users peace of mind when using the tool- they know that if they don’t get the results they’re looking for, they can get their money back.

Top Features Expand Collapse

Email Accuracy

With Kendo's email verification engine, you can be sure your email lists accuracy.

What this is

Kendo Email Finder’s number one feature is its Email Accuracy guarantee. Kendo states that their email-finding tool will return accurate results for any given LinkedIn profile 90% of the time. If a user does not receive accurate results, Kendo promises to refund the credits used to search for that particular profile. 

The Email Accuracy guarantee is a feature that assures users of the accuracy of Kendo’s email-finding tool. If a user does not receive accurate results, they are promised a refund of the credits used to search for that particular profile. This guarantee only applies to searches made through LinkedIn profiles- other features, such as bulk searching and website domain crawling, are not included in this guarantee. 

Why this matters

This feature matters because it gives users peace of mind when using Kendo’s email finder tool- they know that if they don’t get the results they’re looking for, they can get their credits back. It also adds an element of trustworthiness to Kendo as a company- if they’re willing to put their money where their mouth is and refund users who don’t get accurate results, that must mean they’re confident in the accuracy of their tool. This is beneficial because it means that companies who use Kendo’s email finder tool can be confident in the results they’re getting. Without this feature, there would be no guarantee of accuracy, and companies would have to take Kendo’s word that their tool is accurate. 

Our experience

We used the Email Accuracy feature when searching for email addresses through LinkedIn profiles. In Our experience, the results were accurate 90% of the time. The other 10% of the time, we found the correct email address by manually searching for it ourselves. We did not request a refund from Kendo because we could still find the correct email address. We also used it for bulk searching and website domain crawling, and the results were accurate 100% of the time. One difficulty we had was that sometimes the results would include email addresses that were no longer in use. However, we solved this problem using an email verifier tool to confirm that the address was still active before adding it to our database. 

Company Email Finder

Simply key in the domain name to automatically get verified contact info at a fraction of a cost.

What this is

The Company Email Finder feature is used to find the email address of a company based on its domain name. The user enters the domain name of the company they want to find an email address for, and Kendo Email Finder will search its database for matching email addresses. If no results are found, the user can enter a different domain name or try again later. For example, if the user enters google.com, Kendo Email Finder will return all the email addresses associated with that domain name, such as [email protected] or [email protected].

Why this matters

The Company Email Finder feature is important because it allows users to find the email address of a company they want to contact, even if they do not have the specific person’s email address. This can be useful for salespeople who want to reach out to a company but do not have any contacts within that company. It can also be useful for people who want to contact customer support for a particular company but do not know how to reach them directly. This is significant because it allows users to bypass the need for a middleman to get in touch with the company or person they want to reach. Without this feature, users would have to either find someone within the company who can give them the email address or they would have to search for it on their own, which can be time-consuming.

Our experience

We tried using the Company Email Finder feature to find the customer support email address for a few companies. In most cases, we could find the correct email address without difficulty. However, there were a few instances where we could not find an accurate result. In these cases, we simply entered a different domain name until we found one that yielded results. Overall, this feature was very helpful and saved us a lot of time compared to searching for company email addresses.

We also used it when trying to contact a company but did not have any contacts within it. In these cases, the Company Email Finder allowed us to bypass the need for a middleman and directly reach out to the company. This was very helpful because it saved us time and allowed us to get in touch with the companies we wanted to contact without having to go through another person.

Quick Find

Install and download Kendo chrome extension to efficiently find emails in LinkedIn.

What this is

The Quick Find feature is an extension of Kendo Email Finder that can be used within LinkedIn. It allows users to find email addresses by inputting a name or company into the search bar. The results will appear in a drop-down menu, and the user can select the correct result. If no results are found, Kendo Email Finder will automatically search for other similar terms. It cross-references the name or company with its database of over 500 million email addresses. It will then return that person or company’s most likely email address.

Why this matters

The Quick Find feature is useful because it allows users to find email addresses quickly and easily without leaving LinkedIn. This is important because it saves time and makes finding email addresses more efficient. It is also important because it allows users to find email addresses that they might not be able to find otherwise. For example, if a user knows a person’s name but not the company they work for, they can use Quick Find to search for that person’s email address. This is beneficial because it allows users to find email addresses they otherwise would not be able to find.

Our experience

We used the Quick Find feature to search for email addresses of potential leads. We found it to be quick and easy to use. The only difficulty we had was when we didn’t have enough information about a lead, such as a first name or a company name. In these cases, Kendo Email Finder did not always return the correct result. However, we solved this problem by inputting more information into the search bar. For example, if we knew the person’s location, we would include that in the search. This helped us narrow down the results and find the correct email address more often than not.

We also used it when we had a list of potential leads and wanted to find all their email addresses. We found this quick and easy to do with the Quick Find feature. We simply inputted each lead’s name into the search bar one at a time, and Kendo Email Finder, most of the time, returned the correct email address. The only difficulty we had was when there were multiple people with the same name. In these cases, we would sometimes get multiple results back from Kendo Email Finder, and we would have to select the correct one manually. However, this was not a major problem because it only happened in a small minority of cases.

Pros & Cons Expand Collapse

Pros and cons of using Kendo Email Finder for your sales tools

Pros

  1. Kendo Email Finder has a user-friendly interface that is easy to navigate. 
  2. The search process is quick and simple. 
  3. Kendo offers a free trial with ten credits. 
  4. They offer customer service via live chat and email.
  5. Ensures accuracy of email addresses 90% of the time. 

Cons

  1. The Email Accuracy guarantee only applies to searches made through LinkedIn profiles.
  2. Sometimes, the results include email addresses no longer in use. 
  3. It may not always find the correct email address.
Pricing Expand Collapse

Kendo Email Finder pricing

We paid $17 for Kendo Email Finder. We think that this price is affordable in the market for a tool that does sales tools. They have a free trial, and you don’t have to get a quote for pricing.

#53 Ebsta’s Revenue Intelligence Platform

4.7
Overview Expand Collapse

Ebsta’s Revenue Intelligence Platform is a software tool that helps sales teams be more productive and efficient. The platform has several unique features, including email integration, LinkedIn Recruiter integration, and Calendar Sync. Email integration allows users to connect their Gmail account to Ebsta so that all emails are automatically synced with Salesforce. This saves time by eliminating the need to log all email activity in Salesforce manually. LinkedIn Recruiter integration allows users to cross-reference Salesforce contacts with LinkedIn Recruiter prospects. This saves time and money by avoiding unnecessary LinkedIn credits and ensuring accurate prospecting documentation. Calendar Sync allows users to sync their Google Calendar with Salesforce to see their sales appointments and tasks in one place. This helps users avoid double-booking themselves and makes it easier to keep track of their work.

Ebsta’s Revenue Intelligence Platform is easy to set up and uses terms of ease of use. However, some users may find the LinkedIn Recruiter integration difficult to set up if they are unfamiliar with Salesforce. In terms of effectiveness, the platform is very effective at helping sales teams be more productive and efficient. All of the features are designed to save time and improve workflows. Additionally, the support team is responsive and helpful if you have any questions or issues. In terms of popularity, Ebsta’s Revenue Intelligence Platform is used by many companies because it helps sales teams increase their productivity. However, some companies may prefer other software tools because they offer more features or are less expensive. Overall, Ebsta’s Revenue Intelligence Platform is a great tool to help sales teams be more productive and efficient.

Close more deals as Ebsta reveal factors to achieve success.

Conclusion

Compared to alternatives like SalesLoft, which is priced at $100/month per user, Ebsta’s Revenue Intelligence Platform is a more affordable option. Ebsta is designed for sales teams; Ebsta’s platform is easy to set up and use. Additionally, the support team is responsive and helpful if you have any questions or issues. In terms of popularity, Ebsta’s Revenue Intelligence Platform is used by many companies because it helps sales teams increase their productivity. However, some companies may prefer other software tools because they offer more features or are less expensive. Overall, Ebsta’s Revenue Intelligence Platform is a great tool to help sales teams be more productive and efficient.

Ebsta’s Revenue Intelligence Platform ranks #53 on our list because it is an affordable tool that helps sales teams be more productive and efficient. The platform has several unique features, including email integration, LinkedIn Recruiter integration, and Calendar Sync. Email integration allows users to connect their Gmail account to Ebsta so that all emails are automatically synced with Salesforce. This saves time by eliminating the need to log all email activity in Salesforce manually. LinkedIn Recruiter integration allows users to cross-reference Salesforce contacts with LinkedIn Recruiter prospects. 

In conclusion, it is evident that Ebsta’s platform is designed to help sales teams in several ways. The features included in the platform are all geared towards making work easier and more efficient for salespeople. For these reasons, we believe that Ebsta’s Revenue Intelligence Platform is a great tool for sales teams and companies looking to improve their productivity.

Top Features Expand Collapse

Email Integration

With Ebsta's inbox extension, you can improve efficiency across the board.

What this is

Ebsta’s Revenue Intelligence Platform’s #1 feature is its email integration. This allows users to connect their Gmail account to Ebsta and automatically sync all emails with Salesforce. Every time a user sends or receives an email, it will be logged in Salesforce. For example, if a user sends an email to a prospect, it will be automatically logged as an activity in Salesforce. If a user receives an email from a prospect, it will be automatically logged as an activity in Salesforce.

Why this matters

This is important because it allows companies to have complete transparency in all of their sales interactions. This means that managers can see which sales reps are sending the most emails and which are receiving the most. It also means that managers can see which sales reps get the most responses from prospects and which do not. Additionally, this feature allows managers to track how many emails each sales rep sends per day, week, or month. This information can improve productivity and efficiency within a company’s sales team. Without this feature, companies would have to manually log all email activity in Salesforce, which would be time-consuming and prone to error.

Our experience

We used Ebsta’s email integration feature for our work. We could easily connect our Gmail account to Ebsta, and all our emails were automatically synced with Salesforce. This saved us a lot of time because we didn’t have to manually log all of our email activity in Salesforce. Additionally, this feature allowed us to see which sales reps sent the most emails per day, week, or month. We set up a daily, weekly, or monthly report to track this activity. This helped us improve our productivity and efficiency because we could identify which sales reps needed more training on how to use email effectively. The only difficulty we had was that sometimes the emails would not sync correctly, and we would have to resync them manually. However, this was not a big issue because it didn’t happen often.

LinkedIn Recruiter Integration

Cross-reference Salesforce contacts with LinkedIn Recruiter Prospects and increase efficiency.

What this is

With Ebsta’s Revenue Intelligence Platform, you can connect your LinkedIn Recruiter account to Salesforce. This allows you to cross-reference Salesforce contacts with LinkedIn Recruiter prospects. This saves time and money in the form of unnecessarily used LinkedIn credits and ensures accurate prospecting documentation. This feature works by syncing your LinkedIn Recruiter account with Salesforce so that you can view both platforms side-by-side. It will then show you any Salesforce contacts that match your LinkedIn Recruiter prospects. For example, if you are looking at a LinkedIn Recruiter prospect that works for Company A and you have a Salesforce contact that also works for Company A, Ebsta will show you this information.

Why this matters

This feature is important because it allows sales teams to save time by not having to log emails manually. This syncs all emails automatically and doesn’t use up Salesforce storage space since it utilizes a Visualforce page for email visibility. This means that sales teams can focus on their work rather than worrying about whether or not their emails are being logged properly. Additionally, this feature provides transparency into different departments’ interactions with a customer. This is beneficial because it allows managers to see which departments are interacting with a customer and how often they are doing so. Otherwise, managers must manually check each department’s Salesforce account, which is time-consuming.

Our experience

We used this feature to connect our LinkedIn Recruiter account to Salesforce. We found it very helpful because it saved us time by not having to log emails manually. This synced all emails automatically, and we didn’t have to worry about whether or not our emails were being logged properly. The only difficulty we had was that we didn’t know how to set up the connection between our LinkedIn Recruiter account and Salesforce. However, we solved this problem by reaching out to Ebsta’s customer support team. They were very helpful and walked us through the process step-by-step.

Calendar Sync

Automatic updates every 5 minutes as you sync your calendar with Ebsta.

What this is

The Calendar Sync feature allows users to sync their Google Calendar with Salesforce so that they can see their sales appointments and tasks in one place. It is a two-way sync, so users can also create and update events in Salesforce from their Google Calendar. This feature works by connecting to the user’s Google Calendar account and syncing the events with Salesforce. It will then show the events on the Salesforce calendar, and users can add them to their own calendars. For example, if a salesperson has a meeting with a client already scheduled in their Google Calendar, they can add it to their Salesforce calendar to see all their upcoming meetings in one place. If the meeting changes or is canceled, the Salesforce calendar will be updated automatically.

Why this matters

This feature is important because it allows users to see their sales appointments and tasks in one place, which makes it easier for them to keep track of their work. It also helps users avoid double-booking themselves because they can see all their upcoming events in one place. Finally, this feature saves time by allowing users to create and update events in Salesforce from their Google Calendar instead of manually doing it. These are all beneficial because they can help salespeople be more productive and efficient. Without this feature, salespeople would have to check their Google Calendar and Salesforce calendar separately, which is time-consuming and inconvenient.

Our experience

We used this feature to sync our Google Calendar with Salesforce to see our sales appointments and tasks in one place. We found it very helpful because it made it easier to keep track of our work. It also helped us avoid double-booking ourselves because we could see all our upcoming events in one place. The only challenge we had with this feature was that it sometimes needed to sync correctly, and we sometimes had to resync our calendar manually. However, we solved this problem by following the Ebsta support article’s instructions on troubleshooting Calendar Sync issues.

Pros & Cons Expand Collapse

Pros and cons of using Ebsta’s Revenue Intelligence Platform for your sales tools

Pros

  1. Automatically sync all emails with Salesforce.
  2. Helps save time and ensure data accuracy.
  3. It Lets you see sales appointments and tasks in one place. 
  4. Provides transparency into different departments’ interactions.
  5. Offers a responsive and helpful customer support team.

Cons

  1. It may be difficult to set up if you’re unfamiliar with Salesforce. 
  2. More expensive than some other software tools on the market. 
  3. It doesn’t offer as many features as other software tools on the market
Pricing Expand Collapse

Ebsta’s Revenue Intelligence Platform pricing

  • $50/month per user. 

Ebsta’s Revenue Intelligence Platform is priced at $50/month per user, which is considered to be affordable in the market for a tool that does sales tools. Ebsta offers a free trial, and you must get a pricing quote.

#54 xiQ

4.9
Overview Expand Collapse

xiQ is a software tool that provides sales teams with real-time sales triggers and alerts, quick access to account information, contact details, social media posts, and news articles. It also offers company and contact summaries to help users save time by providing the information they need in one place. xiQ is unique because it integrates with the user’s email inbox, calendar, and CRM applications to provide real-time updates and alerts on target accounts. Additionally, xiQ has a Sales Engagement Portal that allows sales reps to share account information and activity with their team members.

In terms of ease of use, xiQ is very easy to use and navigate. The Sales Engagement Portal is straightforward and simple to use. Company and contact information can be easily found and accessed. And the real-time sales triggers and alerts are accurate and timely. As for effectiveness, xiQ helps sales teams close deals by enabling them to engage with prospects in real-time. It also gives sales reps an edge over their competition by staying up-to-date on what’s happening at target accounts. In terms of popularity, xiQ doesn’t seem to be as widely used as some of the other sales tools, but it has a loyal following among those who have tried it (myself included). As for support, I haven’t had any issues with xiQ, but they offer email support if you need it. Lastly, in terms of pricing, xiQ is more expensive than other sales tools.

Get behavioral insight and accelerate your growth with xiQ.

Conclusion

Compared to alternatives like Salesforce and HubSpot, xiQ is more expensive. However, it does offer a free trial, and you only have to get a quote for pricing once you sign up for the free trial. Additionally, xiQ integrates with the user’s email inbox, calendar, and CRM applications to provide real-time updates and alerts on target accounts. It also offers company and contact summaries to help users save time by providing the information they need in one place.

xiQ ranks #54 on our list because it provides sales teams an edge over their competition by staying up-to-date on what’s happening at target accounts in real time. Additionally, its Sales Engagement Portal makes it easy for sales reps to share account information and activity with their team members without manually researching their target accounts. Although xiQ is pricier than some alternatives, its features may be worth the investment for companies serious about closing deals quickly and efficiently.

Top Features Expand Collapse

Real-Time Sales Triggers and Alerts

Engage with your customers at the right time and stay on top of your game with xiQ's sales trigger feature.

What this is

The xiQ platform provides users with real-time sales triggers and alerts on their target accounts. This allows sales teams to engage with prospects at the right time, increasing the likelihood of closing a deal. It also allows sales teams to stay up-to-date on what is happening at their target accounts, giving them an edge over the competition. This feature integrates with the user’s email, calendar, and CRM applications. It will then scan the user’s email inbox for new sales triggers and alerts, which are then displayed in a dashboard. For example, if a competitor has contacted a target account, xiQ will send an alert to the sales team so they can take action.

Why this matters

The ability to engage with prospects in real time is critical for any company that wants to close deals. This feature allows sales teams to do just that, giving them a competitive edge over companies that don’t have this capability. In addition, this feature helps sales teams stay up-to-date on what is happening at their target accounts, which is essential for making informed decisions about how to best approach each account. This is beneficial because it can help sales teams avoid wasting time on accounts that are not active, and it can also help them identify new opportunities at existing accounts. Without this feature, sales teams would be disadvantaged when competing for deals.

Our experience

We have used this feature to stay up-to-date on what is happening at our target accounts. This has been beneficial because it has helped us avoid wasting time on accounts that are not active, and it has also helped us identify new opportunities at existing accounts. We have found the real-time alerts to be accurate and timely, allowing us to take action immediately when necessary. The only difficulty we have encountered is that sometimes the alerts can be overwhelming if too many of them exist. To solve this problem, we created a separate email account for xiQ alerts to easily view and manage them without being overwhelmed by other emails in our inboxes.

Sales Engagement Portal

Analyze and tailor engagement strategies with your target account quickly.

What this is

The xiQ Sales Engagement Portal is a sales acceleration tool that gives sales reps the ability to research and engage their target accounts quickly. The portal provides access to account information, contact details, social media posts, news articles, and more. It integrates with the sales rep’s email inbox, calendar, and contact list. It will then provide real-time updates and alerts on the sales rep’s target accounts. For example, if a contact from one of the target accounts posts on social media, the sales rep will receive an alert.

Why this matters

The Sales Engagement Portal is important because it provides sales reps with up-to-date information on their target accounts. This allows them to engage with their contacts and build relationships quickly. It also saves time by eliminating the need for sales reps to research their target accounts manually. Additionally, the portal makes it easy for sales reps to share account information and activity with their team members. This is beneficial because it allows team members to stay up-to-date on the sales process and provides visibility into the sales rep’s activities. Otherwise, team members would have to rely on the sales rep for updates, which can be time-consuming.

Our experience

We used the Sales Engagement Portal to research our target accounts and identify key contacts quickly. The portal made it easy to find contact information and social media posts. We created a list of target accounts and then used the search function to find contacts within those companies. Once we had a list of contacts, we could view their social media posts and news articles. This was helpful because it allowed us to understand what was important to them and what they were talking about. Additionally, the Sales Engagement Portal helped us identify potential sales triggers. For example, if a contact posted about a new product launch, we would know that this is an ideal time to reach out and offer our services. We only had difficulty figuring out how to set up the alerts. However, after some trial and error, we got the alerts to work correctly.

Company and Contact Summaries

What this is

xiQ’s Company and Contact Summaries feature provides users with quick, easy access to key information about their contacts and companies. This includes an overview of the company, recent news articles, contact information for key personnel at the company, and more. It is designed to help users save time by providing the information they need in one place. For example, if you are trying to research a potential client, you can use this feature to find out basic information about their business quickly.

Why this matters

This feature is important because it helps users save time by providing them with the information they need in one place. Time is a precious commodity in sales, and anything that can help salespeople save time is valuable. This feature also provides valuable insights into companies and contacts, which can be used to inform sales strategies. For example, if you know that a company has recently been through some major changes (e.g., layoffs, new leadership), this could impact how you approach them as a potential customer. This is crucial because, as the saying goes, knowledge is power. Without this feature, salespeople would have to waste time gathering this information from various sources, which could lead to them missing out on opportunities.

Our experience

We found this feature to be very helpful in our work. It saved us a lot of time by providing us with the information we needed in one place. We used this feature to gather information about potential clients quickly. This allowed us to save time that would otherwise be spent researching them. We also found the insights it provided valuable in informing our sales strategies. At that time, we used this information to identify companies that might be good candidates for our products or services. However, we encountered some difficulty finding contact information for key personnel at certain companies. Sometimes, this information was not readily available on the Company and Contact Summaries page. To solve this problem, we used xiQ’s advanced search features.

Pros & Cons Expand Collapse

Pros and cons of using xiQ for your sales tools

Pros

  1. Provides sales teams with real-time sales triggers and alerts. 
  2. Gives an edge over the competition by staying up-to-date on what’s happening at target accounts. 
  3. Allows sales teams to engage with prospects and build relationships quickly. 
  4. Saves time by eliminating the need to manually research target accounts. 
  5. Provides valuable insights into companies and contacts.

Cons

  1. More expensive compared to other sales tools. 
  2. The real-time alerts can be overwhelming if too many of them exist. 
  3. It can be difficult to figure out how to set up the alerts.
Pricing Expand Collapse

xiQ pricing

  • $3,600/year 

The price is expensive compared to other sales tools in the market. However, xiQ offers a free trial, and you only have to get a quote for pricing once you sign up for the free trial.

#55 PipeCandy

4.3
Overview Expand Collapse

PipeCandy is a software tool that helps salespeople quickly gather key information about their leads, such as contact information, social media profiles, and firmographics. This is done by simply uploading your list of leads into PipeCandy and then selecting the Enrich option. Additionally, the email finder feature allows you to quickly find the email address of someone at a company so that you can contact them. Finally, the addressable market feature allows you to identify companies that match your criteria for potential customers.

What sets it apart is its focus on lead enrichment and its ability to save salespeople time by automatically gathering key information about their leads. Regarding drawbacks, some users have found that PipeCandy’s data quality isn’t always accurate, and there can be inaccuracies in the information gathered about leads. Additionally, the email finder feature only works for companies with websites. PipeCandy is a helpful tool for salespeople looking to quickly gather information about their leads and save time in their sales process.

Research and reach out to eCommerce companies all in one place with PipeCandy.

Conclusion

Compared to alternatives like SalesLoft and Clearbit, PipeCandy is more expensive. However, it offers a free trial and provides more features than its competitors. Additionally, the focus on lead enrichment and the ability to quickly gather information about leads makes it a valuable tool for salespeople.

PipeCandy ranks #55 on our list because of its focus on lead enrichment and ability to quickly gather information about leads. While it is more expensive than some competitors, it offers a free trial and provides more features than its competitors. In addition, the focus on lead enrichment and the ability to quickly gather information about leads makes it a valuable tool for salespeople. In Conclusion, PipeCandy is a helpful tool for salespeople looking to quickly gather information about their leads and save time in their sales process.

Top Features Expand Collapse

Lead Enrichment Tool

What this is

PipeCandy’s number one feature is its lead enrichment tool. This tool allows you to take a list of leads and quickly gather key information about those leads, such as contact information, social media profiles, and firmographics. This is done by simply uploading your list of leads into PipeCandy and then selecting the Enrich option. PipeCandy will then start gathering data on those leads automatically. For example, if you have a list of leads you gathered from a trade show, you can use PipeCandy’s lead enrichment tool to quickly gather information about those leads so that you can follow up with them after the event.

Why this matters

This feature is important because it allows salespeople to save time by automatically gathering key information about their leads. This means that they can spend more time selling rather than researching leads. Additionally, this feature ensures that salespeople have accurate and up-to-date information about their leads, which is essential for making successful sales calls. This is beneficial because it allows salespeople to quickly build relationships with their leads and move them through the sales process. Without this feature, salespeople would have to manually research each lead, which would be time-consuming and could result in inaccurate information.

Our experience

We used PipeCandy’s lead enrichment tool to quickly gather information about potential customers we met at a trade show. We uploaded our list of leads into PipeCandy and then selected the Enrich option. This allowed us to quickly gather key information about those leads, such as contact information, social media profiles, and firmographics. We also used it when we were trying to research potential customers that we had not yet met. This was helpful because it allowed us to quickly gather information about those leads to follow up with them after the event. One difficulty was that some of the information PipeCandy gathered for our leads was inaccurate. For example, one leader’s social media profile showed that they worked for a different company than they did. We solved this problem by manually researching each lead and verifying PipeCandy gathered information.

Email Finder

Get the best account intel with PipeCandy's Prospector tool with a database of 65M companies.

What this is

The email finder is a feature that allows you to find the email address of someone at a company. You can either input the name of the person and the company, or you can input the website of the company. The email address will be found in PipeCandy’s database and outputted for you to use. This feature works by using PipeCandy’s database of email addresses, which is constantly being updated. It will then find the email address that is most likely to be used by the person at the company. For example, if the company is small, it is more likely that the email address will be [email protected], while for a large company, it is more likely that the email address will be [email protected].

Why this matters

This feature matters because it allows you to quickly find the email address of someone at a company so that you can contact them. This can save time when trying to reach out to potential customers. It also means that you are less likely to have your emails marked as spam since you are using the correct email address for the person you are trying to reach. This is beneficial because it allows you to focus on other aspects of your sales process, such as crafting the perfect email. Without this feature, you would have to spend a lot of time finding the correct email address, which can be very difficult and time-consuming.

Our experience

We used this feature when we were trying to reach out to potential customers. We inputted the person’s name and company, and PipeCandy outputted the most likely email address for that person. We found that this feature was very accurate, and it saved us a lot of time. We also used it to find a specific person’s email address at a company. We inputted the website of the company, and PipeCandy was able to output the correct email address for that person. The only difficulty we had was when we tried to use it for companies that did not have a website. In these cases, PipeCandy could not find the correct email address. However, we could still find most people’s email addresses using this feature.

Addressable Market

Turn business challenges into sales by sizing your market from every perspective that matters to your business.

What this is

The addressable market feature allows you to find out which companies use a specific technology, in this case, Magento, and then provides you with leads that match your criteria. This feature identifies which companies use Magento as their checkout process and then provides you with leads that match your criteria. For example, suppose you are looking for companies that use Magento for their checkout process and have a minimum of $10 million in annual revenue. In that case, this feature will help you find those companies.

Why this matters

The addressable market feature is useful because it allows you to quickly and easily find leads that match your criteria. This can save you time and energy when trying to identify potential customers. Additionally, this feature provides valuable insights into which technologies your potential customers are using, which can help determine your sales strategy. This is significant because it helps you focus your sales efforts on the companies most likely to be interested in your product or service. Without this feature, you would have to spend a lot of time researching potential customers, which could be very time-consuming and frustrating.

Our experience

We used the addressable market feature to help us find companies that use Magento as their checkout process. We found this feature to be very helpful in identifying potential customers. We input our criteria, such as minimum annual revenue and location, and then the feature provided us with a list of leads that matched our criteria. We could then contact these companies and discuss our product or service with them. One difficulty we had was that some of the information provided by PipeCandy was outdated. For example, one company we contacted no longer used Magento as their checkout process. However, we were able to solve this problem by contacting PipeCandy customer support, and they were able to update the information for us. Overall, we found this feature very helpful in identifying potential customers and would recommend it to others.

Pros & Cons Expand Collapse

Pros and cons of using PipeCandy for your sales tools

Pros

  1. Saves time by automatically gathering key information about leads.
  2. Quickly finds the email address of someone at a company.
  3. Allows you to find companies that match your criteria easily.
  4. Data is always accurate and up-to-date.
  5. Ensures that salespeople have accurate and up-to-date information about their leads.

Cons

  1. Some users have found that PipeCandy’s data quality isn’t always accurate. 
  2. There can be inaccuracies in the information gathered about leads. 
  3. The email finder feature only works for companies with websites.
Pricing Expand Collapse

PipeCandy pricing

PipeCandy offers a free trial, and you can get a quote for pricing. We paid $500 for PipeCandy. That price is expensive in the market for a tool that does sales tools.

#56 OceanFrogs

4.7
Overview Expand Collapse

OceanFrogs is a software tool that provides sales and marketing teams with real-time data on companies that are actively hiring, as well as information on key decision-makers within those companies. This allows sales and marketing teams to quickly target and engage with potential customers who are more likely to convert. Additionally, OceanFrogs offers a feature called Hiring Signals which helps users track the hiring progress of companies, so they can understand whether a company is growing or shrinking. Email Enrichment is another helpful feature offered by OceanFrogs - it allows users to quickly find the email address of someone at a company given their name and the domain of the company. 

In terms of drawbacks, one difficulty we had was that sometimes it was difficult to find the exact information we were looking for. Additionally, there are times when Email Enrichment does not return an email address for the person you are looking for. This can be due to several factors, such as the person you are looking for having a common name or the company they work for not being in OceanFrogs’s database. However, we found this tool user-friendly and easy to use, making our sales and marketing efforts more efficient and effective.

Get your biggest sales opportunities with the help of OceanFrogs reliable insights and sales AI-generated intelligence.

Conclusion

Compared to alternatives like ZoomInfo and InsideView, OceanFrogs is more expensive. However, OceanFrogs offers more features and data points. OceanFrogs has a free trial, so you can test their platform before committing to a monthly plan.

OceanFrogs ranks #56 on our list because they provide users with valuable intelligence that they can use to target potential customers. Additionally, they offer a free trial to test their platform before committing to a monthly plan. Unlike other software tools, OceanFrogs offers more features and data points. When it comes to sales tools, OceanFrogs is a top choice.

Top Features Expand Collapse

Actionable Intelligence

Get actionable intelligence on key decision-makers to optimize sales process.

What this is

OceanFrogs’s #1 feature is their Actionable Intelligence which provides users with the ability to get real-time data on companies that are actively hiring, as well as information on key decision makers within those companies. This allows sales and marketing teams to quickly target and engage with potential customers who are more likely to convert. It uses various data sources, including job postings, social media, and news articles, to identify companies that are actively hiring or making changes within their organization. It will then provide users with contact information for key decision-makers within those companies. For example, if a company is hiring for a new position, OceanFrogs will provide the user with the name and contact information of the decision-maker responsible for that hire. 

Why this matters

This feature is important because it provides sales and marketing teams with valuable intelligence that they can use to target potential customers. By being able to identify companies that are actively hiring or making changes within their organization, teams can focus their efforts on engaging with those companies that are more likely to convert into customers. Additionally, by providing users with contact information for key decision-makers, teams can save time by not having to research this information themselves. This allows them to engage with potential customers and close more deals quickly. This is beneficial because it leads to more efficient and effective sales and marketing efforts, which can increase revenue for the company. Without this feature, companies would likely miss out on opportunities to engage with potential customers, resulting in lost sales and revenue. 

Our experience

We used this feature to target potential customers who were actively hiring or making changes within their organization. This allowed us to quickly identify and engage with those companies who were more likely to convert into customers. We found the contact information for key decision-makers to be accurate and up-to-date, saving us time that we would have otherwise spent researching this information. We also used it when we were looking for companies to partner with. This allowed us to quickly identify and engage with companies that could potentially be valuable partners. We found this feature user-friendly and easy to use, making our sales and marketing efforts more efficient and effective.

The only difficulty we had was trying to target a specific industry. We found that the results were not always accurate and sometimes included companies that were not in our desired industry. However, we solved this problem using advanced search features to narrow down our results. Overall, we found this feature to be very helpful in identifying potential customers and partners and would recommend it to others looking for similar information.

Hiring Signals

What this is

Hiring signals is a feature that allows you to track the hiring progress of companies, so you can know when they are hiring new employees and how many. This information is useful because it helps you understand whether a company is growing or shrinking, which affects its sales needs. This feature works by tracking job postings on company websites and social media, as well as news articles about companies hiring. It will then show you a list of companies hiring, how many employees they are looking to hire, and when the postings were made. For example, if you are looking for companies hiring in the construction industry, you can use this feature to find out which companies have recently posted job openings.

Why this matters

This feature is useful because it helps you understand whether a company is growing or shrinking, which affects its sales needs. A company may need more products or services to support its new employees if it grows. If a company is shrinking, it may need fewer products or services. This information can help you adjust your sales strategy accordingly. Additionally, this information can be used to identify potential leads. If a company has just posted a job opening for a position that your product or service could fill, that would be an ideal time to reach out and offer your solution. This is significant because most companies post job openings online before they start actively searching for vendors, so this feature gives you a head start in the sales process. Otherwise, you would have to wait until the company starts actively searching for vendors, which could be too late.

Our experience

We used this feature to find companies hiring in the construction industry. We searched for ‘construction' in the search bar and then selected the ‘hiring signals’ filter. This showed us a list of companies that had posted job openings recently. We could see how many employees each company was looking to hire and when the postings were made. This information was useful because it helped us understand which companies were growing and might need our products or services. Additionally, we were able to use this information to identify potential leads - if a company had just posted a job opening for a position that our product or service could fill, we would reach out and offer our solution.

The only difficulty we had was that sometimes it was difficult to find the exact information we were looking for. For example, we might want to find companies hiring in a specific city or state. However, the ‘hiring signals’ filter only allows you to search by industry, not location. In cases like this, we would use the ‘location' filter with the ‘hiring signals’ filter to narrow our results down to the companies we were interested in.

Email Enrichment

What this is

Email Enrichment is a feature that allows you to quickly find the email address of someone at a company, given their name and the domain of the company. This can be useful when trying to reach out to someone at a company but only have their name and not their email address. With Email Enrichment, you can quickly find the email address of anyone at a company with just a few clicks. This feature works by matching the name of the person you are looking for with names in OceanFrogs’s database. Once a match is found, the email address associated with that name is displayed. For example, if you are looking for the email address of John Smith at XYZ Company, OceanFrogs will search its database for any names that match John Smith and XYZ Company. If a match is found, the associated email address will be displayed.

Why this matters

Email Enrichment can save you a lot of time when trying to reach out to someone at a company. With just a few clicks, you can find the email address of anyone at a company. This feature is especially useful when you only have the name of the person you are trying to reach and not their email address. In addition, Email Enrichment can help you avoid using generic email addresses (such as [email protected]) when reaching out to someone at a company. By finding the specific email address of the person you are trying to reach, you can increase your chances of getting a response from them. This is significant because the average response rate for emails sent to generic addresses is only about 10%.

Our experience

We have found Email Enrichment to be a very useful tool when trying to reach out to someone at a company. We have used it on multiple occasions, saving us a lot of time. In addition, we have found that the accuracy of the email addresses provided by OceanFrogs is quite high. However, there are times when Email Enrichment does not return an email address for the person you are looking for. This can be due to several factors, such as the person you are looking for having a common name or the company they work for not being in OceanFrogs’s database. When this happens, we recommend using another tool.

Pros & Cons Expand Collapse

Pros and cons of using OceanFrogs for your sales tools

Pros

  1. Provides sales and marketing teams with real-time data on companies.
  2. Helps to target and engage with potential customers quickly.
  3. Helps to understand whether a company is growing or shrinking. 
  4. It is very user-friendly and easy to use. 
  5. It makes our sales and marketing efforts more efficient and effective.

Cons

  1. Sometimes it was difficult to find the exact information we were looking for. 
  2. Email Enrichment does not always return an email address for the person you are looking for. 
  3. The results were not always accurate when targeting a specific industry.
Pricing Expand Collapse

OceanFrogs pricing

  • $345 per month.

This price is expensive compared to other sales tools on the market. However, it is worth it for the quality of data and intelligence you receive from OceanFrogs. They also have a free trial, so you can test out their platform before committing to a monthly plan.

#57 DealSignal

4.8
Overview Expand Collapse

DealSignal is a software tool that provides sales teams with valuable data that can be used to generate leads and convert them into customers. The lead generation tool is DealSignal’s most important feature - it allows companies to create queries based on specific criteria (such as job title, location, or company size) to generate a list of potential customers. Additionally, the CRM Integration feature is important because it helps Sales teams save time by eliminating the need to manually enter data into both systems (DealSignal and the CRM). It also reduces errors and ensures everyone works with the same, up-to-date information. Lastly, Smart List Management allows users to keep track of their leads and contacts in one place while adding notes and comments about each one. This feature is beneficial because it helps sales teams close more deals and grow their business by ensuring nothing falls through the cracks.

Regarding drawbacks, one issue we had was that the data provided by DealSignal was often inaccurate or incomplete. This made it difficult for us to follow up with leads because we did not have all the needed information. Additionally, we found that the software was very complex and required a lot of time and effort to learn how to use it effectively. Despite these difficulties, we eventually overcame them by contacting customer service and spending more time familiarizing ourselves with the software. Overall, we found that this software tool is valuable and allowed us to find potential customers and track our progress over time.

Precision-targeting with Deal Signal's accurate B2B data for accelerated revenue growth.

Conclusion

Compared to alternatives like Salesforce and HubSpot, DealSignal is more expensive but offers many features that other sales tools don’t have. It also has a free trial, so you can try it out before you commit to anything. Unlike other software tools on our list, DealSignal offers a free trial to try before you commit to anything. This is a great way to see if the tool is right for your needs. The lead generation tool is DealSignal’s most important feature - it allows companies to create queries based on specific criteria (such as job title, location, or company size) to generate a list of potential customers. The CRM Integration feature is also beneficial because it helps Sales teams save time by eliminating the need to manually enter data into both systems (DealSignal and the CRM). Lastly, Smart List Management allows users to keep track of their leads and contacts in one place while adding notes and comments about each one. 

DealSignal ranks #57 on our list because its feature set is not as comprehensive as other options. Additionally, it can be difficult to use and requires a significant time investment to learn how to use it effectively. Despite these drawbacks, we believe that DealSignal is still a valuable tool for sales teams looking for a way to generate leads and keep track of their progress over time.

Top Features Expand Collapse

Lead Generation Tool

Get verified direct-dials and key decision-makers by using persona in targeting relevant buyers.

What this is

DealSignal’s #1 feature is its lead generation tool. This tool allows users to create queries based on specific criteria, such as job title, location, or company size. The results of these queries can be exported into a spreadsheet for further analysis. It will then be up to the sales team to determine how best to follow up with these leads. For example, they may send a personal email or LinkedIn message. Then, the sales team can use DealSignal’s tracking feature to see whether or not the lead responded to their outreach.

Why this matters

The lead generation tool is important because it allows companies to find potential customers interested in their product or service. By creating a list of leads, companies can reach out to these individuals and attempt to sell them their products or services. Additionally, this tool can help companies keep track of their progress and performance over time by allowing them to see how many leads they have generated and how many of those leads have been converted into customers. This is crucial because it allows companies to track their progress and make necessary changes to their sales strategy if they do not see the desired results. Without this feature, companies would be blind to their progress and unable to make necessary changes to improve their sales.

Our experience

We used the lead generation tool to create a list of potential customers who may be interested in our product. We then exported this list into a spreadsheet and reached out to these individuals. However, we quickly ran into some difficulties. First, we found that the data provided by DealSignal was often inaccurate or incomplete. This made it difficult for us to follow up with leads because we did not have all the needed information. Additionally, we found that the software was very complex and required a lot of time and effort to learn how to use effectively. Despite these difficulties, we eventually overcame them by contacting customer service and spending more time familiarizing ourselves with the software. Overall, we found that the lead generation tool was valuable and allowed us to find potential customers and track our progress over time.

CRM Integration

Easily enrich your leads with deal Signal's seamless CRM integration like Salesforce.

What this is

DealSignal’s sales tools software tool’s second most important feature is CRM Integration. CRM Integration allows DealSignal to connect with a company’s Customer Relationship Management (CRM) system, allowing for two-way data synchronization between the two systems. Any changes in either system will be reflected in the other system in real time. It works by using an API (Application Programming Interface), a set of rules and standards that allow two software systems to communicate with each other. For example, when a salesperson adds a new contact to their CRM system, that contact’s information will automatically be added to DealSignal. Or if a lead is marked as hot in DealSignal, that lead’s status will automatically be updated in the CRM system. This two-way data synchronization makes it much easier for sales teams to keep track of their leads and contacts and ensures that everyone is always working with the most up-to-date information.

Why this matters

CRM Integration is important because it helps Sales teams save time by eliminating the need to manually enter data into both systems (DealSignal and the CRM). It also reduces errors and ensures everyone works with the same, up-to-date information. In addition, CRM Integration allows Sales teams to take advantage of all of DealSignal’s features (such as Lead Scoring) within their CRM system. For example, suppose a particular lead has been scored high in DealSignal. In that case, that lead’s score will automatically be updated in the CRM system, which can help prioritize follow-ups from Sales team members. This is crucial because it allows Sales teams to focus their time and energy on the leads most likely to convert into customers. Without this feature, Sales teams would have to manually enter lead scores into their CRM system - which is time-consuming and prone to errors. 

Our experience

We've used DealSignal’s CRM Integration feature to connect DealSignal with our company’s CRM system (Salesforce). The process was fairly straightforward, and the data synchronization has been working well. We’ve found that this feature saves us a lot of time because we no longer have to enter data into both systems manually. In addition, it helps us keep track of our leads and contacts more effectively because we always have the most up-to-date information. One challenge we encountered was that some of the fields in our CRM system were incompatible with DealSignal’s field names. For example, in our CRM system, the field for Company Name is called Account Name. This caused some confusion when setting up the integration because we didn’t realize these were two different things. However, once we figured out what was going on, it was easy enough to fix by renaming the fields in our CRM system so that they matched DealSignal’s field names.

Smart List Management

What this is

Smart List Management is a feature that allows users to create, manage, and collaborate on lists of leads or contacts. The user can add notes and comments to each lead or contact in the list and set reminders for follow-up tasks. This feature also allows users to export their lists into a CSV file. It works by organizing your leads and contacts into one place so you can easily track them. For example, if you’re working on a list of potential customers, you can add notes about each one so you can remember what you need to do for each lead. You can also set reminders for yourself, so you don’t forget to follow up with them.

Why this matters

This feature is important because it allows users to keep track of their leads and contacts in one place. It’s also useful for sales teams who need to collaborate on lists of potential customers. This feature makes it easy to manage your lists and ensures everyone is on the same page. Additionally, it helps keep track of your tasks and ensures that nothing falls through the cracks. This is beneficial because it can help you close more deals and grow your business. Without this feature, managing your lists effectively and keeping track of your tasks would be difficult.

Our experience

We used this feature to create a list of potential customers we could follow up with. We found it helpful because we could add notes about each lead to remember what we needed to do. Additionally, we could set reminders for ourselves, so we wouldn’t forget to follow up with them. This was beneficial because it helped us close more deals and grow our business. However, one difficulty was that the interface wasn’t always intuitive and took some time to get used to. Additionally, the reminder system wasn’t always reliable and sometimes didn’t work as intended. Despite these difficulties, this feature helped manage our lists and ensure that nothing fell through the cracks.

Pros & Cons Expand Collapse

Pros and cons of using DealSignal for your sales tools

Pros

  1. Helps sales teams save time.
  2. Allows users to keep track of their leads and contacts in one place.
  3. DealSignal has great coverage, even outside the US. 
  4. The software is very simple and stress-free.
  5. Ensures that everyone is working with the same, up-to-date information.

Cons

  1. The data provided by DealSignal was often inaccurate or incomplete. 
  2. The software tends to be very complex.
  3. Learning how to use it effectively may require a lot of time and effort. 
  4. The reminder system wasn’t always reliable.
Pricing Expand Collapse

DealSignal pricing

  • $1,000/month 

DealSignal is expensive for a sales tool, but it offers many features that other sales tools don’t have. It also has a free trial, so you can try it out before you commit to anything.

#58 RampedUp.io

4.7
Overview Expand Collapse

RampedUp.io is a software tool that helps sales teams to find and contact leads. It has several unique features, such as the ability to filter by job title, location, or company size, which allows users to target their sales efforts towards leads that are more likely to be interested in what they’re selling. In addition, the email validation process ensures that users are only contacting valid, active email addresses. RampedUp.io also has a Company Profile page for each lead which gives you an overview of the company, including location, size, and industry. This page also includes a section with the contact information for key decision-makers at the company, which is constantly updated. Finally, RampedUp.io has a 3-way match feature that allows you to see if there is a match between the contact information in RampedUp.io and the contact information in your sales CRM (customer relationship management) system, as well as whether or not the contact is currently employed at the company. You know you have a good lead if all three of these things match.

In terms of drawbacks, one difficulty we had was that sometimes key decision-makers contact information was inaccurate. However, we solved this problem by using the Verify Email feature. Another issue is that RampedUp.io can be expensive for some users, starting at $499 per month for the basic plan and going up to $999 per month for the premium plan. However, it does offer a free trial so that users can try out the features before deciding whether or not to commit to a paid subscription. Overall, we found RampedUp.io a valuable tool that helped us quickly and easily find leads that were a good match for our products or services.

Drill deep into your target businesses with the trusted marketing solution from RampedUp.

Conclusion

Compared to alternatives like SalesLoft, RampedUp.io is more expensive but has many more features. For example, SalesLoft only allows you to filter by job title and company size, while RampedUp.io also allows you to filter by location. Additionally, the email validation process ensures that users are only contacting valid, active email addresses, which is important because it saves time and prevents emails from being marked as spam. Overall, we believe that RampedUp.io is a valuable tool for sales teams looking for high-quality leads but may be put off by the price tag.

RampedUp ranks #58 on our list because it helps sales teams find and contact leads with its unique filtering capabilities and email validation process. Although it can be pricey for some users, its free trial period allows potential customers to experience its full range of features before committing to a paid subscription plan. Unlike other software tools that allow users to filter by job title and company size, RampedUp.io’s filtering system also considers location. This is important because it allows sales teams to target their efforts toward leads more likely to be interested in what they’re selling. Although there may be some cheaper alternatives on the market, RampedUp.io’s combination of features makes it a worthwhile investment for serious sales teams looking to close more deals.

Top Features Expand Collapse

Filter

Build your list of ideal customers by customizing search filters.

What this is

The ability to filter by various categories such as job titles, SIC codes, or location allows me to target the most relevant leads to my campaigns. I also really appreciate that all of the contacts selected go through an email validation process before contacting them. Also, a personalized onboarding process shows they want you to succeed. This feature allows the user to select certain criteria that they want their leads to match. For example, a user could select a job title and enter a marketing manager position. This would pull up a list of all marketing managers in the RampedUp.io database.

Why this matters

This feature is important because it allows users to target their sales efforts toward leads that are more likely to be interested in what they’re selling. By filtering by job title, location, or company size, users can ensure they’re not wasting time on leads that aren’t a good fit for their products or services. In addition, the email validation process ensures that users are only contacting valid, active email addresses. This is important because it saves time and prevents users from getting bounced emails or having their emails marked as spam. Without this feature, users would have to manually check each lead’s contact information, which would be time-consuming and error-prone.

Our experience

We used this feature to target marketing managers in companies with under 50 employees in the United States. We found this was a good criterion for our product because we knew that these companies were more likely to be interested in our services. We selected a job title and then entered a marketing manager position. We also selected company size and entered under 50 employees. Finally, we selected the location and entered the United States. This pulled up a list of all marketing managers at companies with under 50 employees in the United States. From there, we could contact these leads and set up appointments for our sales team.

One difficulty was that some contacts did not have valid email addresses. However, this was not a problem because RampedUp.io has an email verification process built into their platform. We simply selected the leads that did not have valid email addresses and clicked on the verify emails button. This sent verification emails to those contacts and allowed us to see which ones were no longer active.

Company Profile

What this is

RampedUp.io’s second most important feature is its Company Profile page. This page overviews the company, including location, size, industry, and recent news. A section also shows you the contact information for key decision-makers at the company. It is important to note that this information is constantly updated, so you can be sure that you are always reaching the most up-to-date contacts.

Why this matters

A company’s profile page is important because it allows you to gather information about a potential customer quickly. This information can tailor your sales pitch and increase your chances of getting the sale. Additionally, having accurate contact information for key decision-makers ensures that you can reach the right people at the company. This is beneficial because it saves time and ensures that your sales pitch is not wasted on someone unable to make a purchasing decision. Without this feature, you would likely have to do a significant amount of research on each potential customer, which can be time-consuming and may not always yield accurate results.

Our experience

We found the company profile page extremely helpful in our work. We quickly gathered information about potential customers and tailored our sales pitch accordingly. We created a list of potential customers and then visited their profile page to see if they met our criteria. If they did, we would add them to our sales pipeline. One difficulty we had was that sometimes key decision-makers' contact information was inaccurate. However, we solved this problem by using the Verify Email feature. This feature allowed us to verify the accuracy of the email address before attempting to contact the person.

3-way match

What this is

The 3-way match feature allows you to see if there is a match between the contact information in RampedUp.io and the contact information in your sales CRM (customer relationship management) system, as well as whether or not the contact is currently employed at the company. You know you have a good lead if all three of these things match. It works by matching the email domain of the contact with the email domain in your CRM and then checking to see if the contact’s name and title are also in your CRM. For example, if you have a lead in RampedUp.io for John Smith at ABC Corporation, and you have a contact in your CRM for John Smith at ABC Corporation with the same email address, then you know that you have a match.

Why this matters

The 3-way match feature is important because it helps to ensure that the leads that you are working with are of high quality. This is especially important when working with large numbers of leads, as it can be difficult to manually check each one to see if there is a match. This feature automates the process and makes finding good leads much easier and faster, saving time and effort. This is crucial because time is of the essence when working with sales leads. The sooner you can contact a lead, the better your chances of making a sale.

Our experience

We used the 3-way match feature to find leads for our clients in specific niche markets. This was extremely helpful because it helped us quickly and easily identify which contacts in RampedUp.io were also in our CRM which were good leads. We also used it when manually checking leads to see if they were good matches. This saved us time and effort, as we would otherwise have had to check each lead individually. We searched RampedUp.io for our client’s target market and then used the 3-way match feature to see any matches in our CRM. This was a very efficient way to find good leads, and we could quickly contact them and set up appointments. The only difficulty we had was that sometimes the email addresses in RampedUp.io would be slightly different from those in our CRM, but we solved this by searching for the company name instead of the email address.

Pros & Cons Expand Collapse

Pros and cons of using RampedUp.io for your sales tools

Pros

  1. Ensures that users are only contacting valid, active email addresses. 
  2. Provides a quick and easy way to find leads.
  3. Helps ensure that the leads you are working with are high quality. 
  4. Company profile pages give you an overview of the company, including location, size, industry, and recent news. 
  5. Free trial allows users to try out the features before deciding.

Cons

  1. It can be expensive for some users. 
  2. Contact information for key decision-makers is only sometimes accurate.
  3. It may take some time to get familiar with all the features and how to use them effectively.
Pricing Expand Collapse

RampedUp.io pricing

  • $500/month for up to 10,000 leads
  • $1000/month for up to 25,000 leads

This pricing is expensive compared to other sales tools in the market. It is not affordable for small businesses. RampedUp.io does have a free trial, but you have to get a quote for pricing.

#59 Collective[i]

4.9
Overview Expand Collapse

Collective[i] is a software tool that allows sales teams to manage their opportunities more efficiently and effectively. Integrating with the sales team’s CRM system, Collective[i] can provide valuable insights into the sales process that would otherwise be unavailable. Additionally, Collective[i] has a feature called Pipeline Management, which allows users to see their deals’ status and the probability of closing each deal. This information is organized, making it easy for sales teams to see where they should focus their attention. Finally, by allowing users to add notes and comments on each deal, Pipeline Management ensures that everyone involved in a sale is aware of any changes or updates. These are all beneficial because they help sales teams close more deals and do so in a more efficient manner.

What makes it unique is that it’s one of the few (if not the only) software tools with a Pipeline Management feature. This feature is important because it gives sales teams a clear view of their deals and where they stand in relation to each other. Additionally, this feature makes it easy to track the progress of each deal over time so that users can see what works and what doesn’t.

For a more agile sales execution, switch to Collective[i].

Conclusion

Compared to alternatives like SalesHandy and Pipedrive, Collective[i] is more expensive. However, it offers more features than these alternatives, such as Pipeline Management and Deal Rooms. Additionally, Collective[i] integrates with Salesforce, making it much easier for companies that already use it. Overall, we believe that the benefits of using Collective[i] outweigh the costs.

Collective[i] ranks #59 on our list because it is a software tool that allows sales teams to manage their opportunities more efficiently and effectively. Integrating with the sales team’s CRM system, Collective[i] can provide valuable insights into the sales process that would otherwise be unavailable. Additionally, Collective[i] has a Pipeline Management feature that allows users to see the status of their deals. Unlike other software tools, Collective[i] also offers a Deal Rooms feature, which makes it easy for companies to invite anyone involved in their deals to join and collaborate. In Conclusion, Collective[i] is a great sales tool for companies looking for an efficient way to manage their opportunities and close more deals. 

Top Features Expand Collapse

Track and Manage Sales

Track and manage sales opportunites all in one place.

What this is

The most important feature of Collective[i] is its ability to track and manage sales opportunities. This includes features such as creating a deal room for each opportunity, which allows all sales team members to collaborate on the opportunity; logging all communications with prospects in the deal room; tracking the status of each opportunity; and providing alerts when an opportunity is at risk. This feature integrates with the sales team’s CRM (customer relationship management) system, such as Salesforce. It will then automatically populate the deal room with information from the CRM and keep track of communications and status changes in the deal room. For example, if a salesperson changes the status of an opportunity from new to in progress, Collective[i] will automatically update the deal room with this information.

Why this matters

This feature is important because it allows sales teams to manage their opportunities more efficiently and effectively. Having all communications and status updates in one place allows team members to easily track what is happening with each opportunity and quickly identify which ones are at risk. Additionally, Collective[i] can provide valuable insights into the sales process that would otherwise be unavailable by integrating with the CRM system. This is crucial because it allows sales teams to improve their process and close more deals.

Our experience

We have found this feature to be extremely useful in managing our sales opportunities. It has allowed us to quickly identify which deals are at risk and take action to save them. We created a deal room for each opportunity in our CRM system and invited all sales team members to join. This allowed us to keep track of communications and status updates in one place and quickly identify which deals were at risk. We also used it when we were trying to improve our sales process. We looked at the data that Collective[i] was providing and made changes to our process based on what we saw. This allowed us to close more deals and increase our success rate.

The only difficulty we had was getting everyone on board with using the deal room took some time. Some team members resisted change and didn’t want to use a new system. However, we overcame this by providing training and support and ensuring everyone understood the benefits of using Collective[i].

Pipeline Management

What this is

Collective[i] has a feature called Pipeline Management which allows users to see their deals’ status and the probability of closing each deal. This information is organized, making it easy for sales teams to see where they should focus their attention. Additionally, this feature allows users to add notes and comments on each deal so that everyone involved in the sale is aware of any changes or updates. It works by tracking the progress of each deal and then displays this information in an easy-to-understand format. For example, if a deal is in progress it will be displayed as such. If the probability of closing the deal changes, that will be reflected in the Pipeline Management interface.

Why this matters

This feature is important because it allows sales teams to have a clear view of their deals and where they stand with each other. This information is vital for deciding how to allocate resources and where to focus one’s attention. Additionally, this feature makes it easy to track the progress of each deal over time so that users can see what works and what doesn’t. Finally, by allowing users to add notes and comments on each deal, Pipeline Management ensures that everyone involved in a sale is aware of any changes or updates. These are all beneficial because they help sales teams close more deals and do so in a more efficient manner. Otherwise, a sales team would have to rely on each individual member to keep track of their deals, which is far less effective.

Our experience

We found Pipeline Management to be an essential tool for tracking the progress of our deals. It was easy to use and provided clear, concise information about where each deal stood. We created a deal room for each opportunity and invited all the relevant stakeholders to join. This allowed us to keep everyone up-to-date on each deal’s status and any changes or updates. Additionally, it helped us identify which deals were most likely to close so we could focus our attention accordingly. The only difficulty we had was remembering to add notes and comments on each deal, but we solved this by creating a reminder system (e.g., setting a weekly meeting where everyone involved in a sale would update their notes).

Deal Rooms

What this is

Deal rooms are a feature of Collective[i] that allows companies to invite anyone involved in their deals to join and collaborate. This means that the sales team can act like a sales TEAM. Collective[i] logs everything, so users do not have to input anything manually, freeing up time. The app also watches the deals and adjusts early warnings to let us know what a problem is customized to that buyer. When an alert pops up, it is truly an issue we need to look into. This feature works by integrating with a company’s CRM (such as Salesforce) and automatically creating a deal room when an opportunity is opened in the CRM. For example, if a company uses Salesforce when an opportunity is created in Salesforce, Collective[i] will automatically create a deal room and add everyone involved in the deal as collaborators.

Why this matters

This feature is important because it allows companies to work together on sales deals more efficiently. In the past, companies would have to manually input notes from email, calendar, etc., which was time-consuming and often led to inaccurate data. Deal Rooms adds all that information seamlessly, making the data much more accurate. This means that companies can make decisions more quickly and easily see what is happening with their deals. Additionally, this feature makes it easy for companies to invite people to collaborate on deals outside the organization (such as partners). For example, suppose a company has a partner who has already successfully completed a POC with another company. In that case, they can easily be invited into the deal room to help with strategy for a successful POC on your end. All of this leads to better forecasting and faster deals.

Our experience

We used Deal Rooms extensively during our sales process and found them to be very helpful in keeping track of our deals and collaborating with our team members. We also used it when we needed to invite people from outside our organization (such as partners) to help with a strategy on certain deals. The only difficulty we had was that sometimes it was hard to keep track of all the different Deal Rooms we were a part of. To solve this, we created a system to name each Deal Room after the opportunity it was associated with in our CRM. For example, if an opportunity were called ABC Company in Salesforce, we would name the Collective[i] Deal Room ABC Company - Collective[i]. This made it much easier for us to find and keep track of the different rooms we were working in.

Pros & Cons Expand Collapse

Pros and cons of using Collective[i] for your sales tools

Pros

  1. Helps sales teams close more deals.
  2. Ensures that everyone involved in a sale is aware of any changes or updates.
  3. Integrates with the sales team’s CRM system.
  4. Offers users the ability to add notes and comments on each deal.
  5. Tracks the progress of each deal over time.

Cons

  1. Some team members were resistant to change.
  2. It took some time to get everyone on board with using the deal room.
  3. It may be difficult to keep track of all the different Deal Rooms.
Pricing Expand Collapse

Collective[i] pricing

  • $8,000/year 

This pricing is expensive compared to other sales tools on the market. However, it is affordable for a tool that does sales tools. Collective[i] offers a free trial, and you must get a pricing quote.

#60 Zint

4.8
Overview Expand Collapse

Zint is a software tool that enables users to search for new contacts within organizations, as well as look at vertical companies that fit their criteria. Additionally, Zint has a reporting suite that allows administrators to interrogate data and generate reports on users within their teams. One of the unique features of Zint is its real-time company information updates, so users can be confident they are always working with the most accurate data possible. Another key feature is the CRM functionality, which allows sales teams to track interactions with leads and customers and manage their sales pipeline in one central database. The Company Profile feature also benefits salespeople who want to learn more about potential customers before making contact. Overall, we have been very pleased with Zint’s features and would recommend it to anyone looking for an easy way to find companies that match their criteria.

Regarding drawbacks, one issue we had was that we could not export data from our CRM records into a spreadsheet or other format. This made sharing information about lead contacts with other team members difficult. We solved this problem by manually copying and pasting the data into a spreadsheet to share it more easily. Additionally, sometimes there would be multiple companies with similar names, and we would have to choose which one we wanted to view in the Company Profile feature. However, this is not a major issue because you can usually tell which company is correct based on other factors like location or industry.

Zint is your partner in achieving sustainable, powerful and fully GDPR compliant business growth.

Conclusion

Compared to alternatives like Salesforce and Hubspot, Zint is significantly more expensive. However, it does offer a unique set of features that may be worth the price for some companies. For example, the real-time updates of company information and CRM functionality are both features that Salesforce or Hubspot does not offer. Additionally, the Company Profile feature is also beneficial for salespeople who want to learn more about potential customers before making contact. Overall, we have been very pleased with Zint’s features and would recommend it to anyone looking for an easy way to find companies that match their criteria.

Zint ranks #60 on our list because they offer unique features that may be worth the price for some companies. Unlike other software tools on the market, Zint offers real-time updates of company information and CRM functionality. Additionally, their Company Profile feature is also beneficial for salespeople who want to learn more about potential customers before making contact. In Conclusion, we believe that Zint’s features are valuable for sales teams and recommend them to anyone looking for an easy way to find companies that match their criteria.

Top Features Expand Collapse

Search Functionality

Build a compelling strategic pitch by identifying relevant keywords across official publications.

What this is

Zint’s #1 feature is its search functionality. You can use the search bar to find companies by name, vertical, location, and other criteria. The results are displayed in a list format, with each company’s information, including website domain, size (employees and revenue), contact information (email address and phone number), management system used, industry verticals they operate in, import/export data, etc. This feature works by sourcing its data from online sources (such as company websites, LinkedIn, Hoovers, etc.) and constantly updating it so that you always have the most up-to-date information. For example, if a company changes its management system, Zint will update that information in real-time so that you have the most accurate data possible.

Why this matters

The search functionality is important because it allows you to quickly and easily find companies that fit your sales profile. For example, if you are looking for companies in a certain industry vertical or location, you can use the search bar to filter those results and find the companies that match your criteria. This saves time and ensures that you are only contacting companies that are relevant to your business. Additionally, because the data is constantly being updated, you can be confident that you are always working with the most up-to-date information. This is beneficial because it reduces the risk of calling a company that has changed its contact information or management system. It also allows you to quickly adapt your sales strategy if there are changes in the market.

Our experience

We have found Zint’s search functionality to be extremely useful for our work. We often use it to find companies in specific industries or locations so that we can target our sales efforts more effectively. We used the search bar to filter companies by industry and location, allowing us to find a list of relevant companies quickly. Additionally, we were able to easily access each company’s website domain, size (employees and revenue), contact information (email address and phone number), management system used, import/export data, etc. This was extremely helpful because it allowed us to quickly gather information about each company to determine whether they were a good fit for our products or services. 

One difficulty was finding accurate contact information for some companies on our list. However, we solved this problem using Zint’s Contact Us feature, which allows you to send an email directly to Zint’s team requesting more information about a specific company. Overall, we have been very pleased with Zint’s search functionality and would recommend it to anyone looking for an easy way to find companies that match their criteria.

CRM Functionality

What this is

Zint’s CRM functionality enables users to track their interactions with leads and customers, as well as manage their sales pipeline. It also allows users to create custom fields for tracking additional information about leads and customers. It is integrated with the Zint search functionality so that users can easily pull up information about a lead or customer from their CRM record. This feature works by tracking interactions with leads and customers in a central database, which users from their CRM records can access. For example, users can log phone calls, emails, and meetings with leads and customers in their CRM records. This information can then be used to track the sales pipeline and follow up with leads and customers.

Why this matters

CRM functionality is important for companies that want to do sales tools because it enables them to track their interactions with leads and customers, as well as manage their sales pipeline. This feature is also useful for companies that want to create custom fields for tracking additional information about leads and customers. By tracking interactions with leads and customers in a central database, companies can use this information to track the sales pipeline and follow up with leads after initial contact has been made. This is crucial because it allows sales teams to stay organized and efficient while also providing a way to measure the success of their sales efforts. Without this feature, companies would have to rely on manual methods for tracking interactions with leads and customers, which can be time-consuming and prone to errors.

Our experience

We used the CRM functionality to track our interactions with leads and customers, as well as manage our sales pipeline. We found this feature to be very helpful in keeping our sales team organized and efficient. The ability to log phone calls, emails, and meetings with leads and customers in a central database was especially useful for tracking the sales pipeline and following up with leads after initial contact. One difficulty was that we could not export the data from our CRM records into a spreadsheet or other format. This made sharing information about lead contacts with other team members difficult. We solved this problem by manually copying and pasting the data into a spreadsheet to share it more easily.

Company Profile

Look beyond the traditional Ideal Customer Profile and gain deeper sector insight with Zint.io

What this is

The Company Profile feature allows users to see a company’s information, including size, location, industry, and more. This is useful for salespeople who want to learn more about a company before they reach out to them. It is also useful for research purposes. This feature works by pulling data from various online sources. It will then display the data in an easy-to-read format on the company’s profile page.

Why this matters

The Company Profile feature is important because it allows salespeople to learn more about potential customers before they contact them. This can help them decide if the company is a good fit for their products or services. It can also help salespeople prepare for their calls by giving them background information on the company. This is beneficial because it can help salespeople close more deals and save time on calls that are not likely to result in a sale. With this feature, salespeople would have to research potential customers, which can be time-consuming and may provide less information.

Our experience

We used the Company Profile feature to learn more about potential customers before we contacted them. This was helpful because it gave us background information on the company we would not have otherwise had. We entered the company’s name into the search bar and clicked on the Company Profile tab. This brought up a page with all of the available information on the company. We could see the size, location, industry, revenue, and more. This was helpful because it allowed us to decide whether we wanted to pursue this customer. It also helped us prepare for our call by giving us more information about the company. The only difficulty we had was that sometimes there would be multiple companies with similar names, and we would have to choose which one we wanted to view. However, this is not a major issue because you can usually tell which company is correct based on other factors like location or industry.

Pros & Cons Expand Collapse

Pros and cons of using Zint for your sales tools

Pros

  1. User-friendly and enables you to find companies quickly.
  2. Provides accurate and up-to-date information.
  3. The search function allows you to filter by various criteria.
  4. Excellent for tracking interactions with leads and customers.
  5. Ensures you are only contacting companies that match your sales profile.

Cons

  1. There is no way to export data from CRM records. 
  2. Sometimes, there are multiple companies with similar names. 
  3. Contact information for some leads may not be accurate.
Pricing Expand Collapse

Zint pricing

  • $65/monthly 
  • $39.99/annual  
  • Quarterly- $149 billed every three months. 

Zint is expensive compared to other sales tools on the market. They have a free trial, but you must get a pricing quote.

Sales Tools Software Features Ranked from Most to Least Essential

Sales tools software is available to help you manage your sales process.

Sales tools software can manage customer relationship management (CRM), contact lists, leads, opportunities, and quotes. CRM software helps you track and follow up with customers and prospects. Contact list software helps you keep track of your contacts’ information so that you can quickly get in touch with them when necessary. Lead tracking software allows you to prioritize leads based on their potential value to your business. Opportunity management software tracks the progress of each opportunity through the sales cycle so that you can better forecast future sales outcomes. Quote management software enables you to generate accurate quotes for products or services and track their status throughout the negotiation process.

These tools offer various features to meet your organization's needs. Here are some key features to look for, ranked by importance.

Contact Management

Overview Expand Collapse

Contact Management is a feature of many sales tools and software applications. It allows users to store and manage contact information for their customers, prospects, and leads. There are many ways to utilize Contact Management features, depending on the user's specific needs.

For example, some users may find it helpful to use Contact Management features to keep track of customer purchase history or previous interactions. This can be useful when trying to upsell or cross-sell products or services. Additionally, keeping track of customer contact information can help businesses stay in touch with their most valuable customers and ensure that they provide them with the best possible service.

However, other users may find that Contact Management features are not as helpful as they would like them to be. For instance, if a business does not have a good system for managing its contacts' data, then using these features could do more harm than good by creating duplicate entries or inaccurate records. Additionally, suppose a business relies too heavily on Contact Management features to keep track of its customer base. In that case, it might miss important opportunities to connect with new prospects not already in its database.

Benefits Expand Collapse

Benefits of Contact Management features

  1. This can help businesses keep track of valuable customer data and purchase history.
  2. It can help businesses stay in touch with their most important customers.
  3. Can ensure that businesses provide their customers with the best possible service.
  4. Ensures businesses have all the information they need about their customers in one place.
  5. Allows businesses to manage and segment their customer base more effectively.
Drawbacks Expand Collapse

Drawbacks of Contact Management features

  1. Sometimes it creates duplicate entries or inaccurate records.
  2. It does not always have a complete history of customer interactions. 
  3. It can be difficult to keep track of all the different contact methods (phone, email, social media, etc.).
Recommendations Expand Collapse

Best sales tools software for Contact Management features

  • Salesforce 
  • HubSpot Sales 
  • Zoho CRM

The best sales tools software for Contact Management features depends on the user's specific needs. If a business is looking for a way to keep track of valuable customer data and purchase history, then Salesforce would be a good option. However, if a business is looking for a way to connect with new prospects not already in its database, then HubSpot Sales might be a better choice. 

Reporting & Statistics

Overview Expand Collapse

Reporting & Statistics features are important for any sales tools software tool. They provide valuable insights into your sales process and performance. However, they can also be complex and difficult to use. Here's a look at how I use Reporting & Statistics features in my sales tools software.

The first thing I do is set up my reporting parameters. I want to see data on my entire sales process, so I make sure to include all stages of the sale in my report. I also like to see data on individual products and services, as well as data on customer segments. Once my reporting parameters are set up, I run reports regularly to track my progress and identify areas for improvement.

The most useful reports show me conversion rates by sale stage, product or service sold, and customer segment. These reports help me understand where people are dropping off in my sales process, which products or services are selling well (or not), and which customer segments are most likely to convert into paying customers. Armed with this information, I can adjust my sales strategy accordingly and improve my results.

Benefits Expand Collapse

Benefits of Reporting & Statistics features

  1. Provide valuable insights into your sales process and performance.
  2. Help you identify areas for improvement in your sales strategy.
  3. It makes it easy to track your progress over time.
  4. Ensures that you are making the most effective use of your resources.
  5. Helps you to allocate your resources more effectively.
  6. It allows you to set realistic goals and objectives.
Drawbacks Expand Collapse

Drawbacks of Reporting & Statistics features

  1. This can be complex and difficult, especially if you're not technically inclined.
  2. Only as useful as the data you put into them - if your sales process is flawed, your reports will reflect that.
  3. It does not take the place of good judgment - you still need to use your brain to interpret the data.
  4. It can be time-consuming to set up and maintain.
Recommendations Expand Collapse

Best sales tools software for Reporting & Statistics features

There are many sales tools and software on the market, each with its own strengths and weaknesses. The best tool for you will depend on your specific needs and preferences. However, here are three of the best Reporting & Statistics features I've used:

  • Pipedrive - Pipedrive is a great all-around sales tool with powerful Reporting & Statistics features. It's easy to use and provides valuable insights into your sales process.
  • SalesforceIQ - SalesforceIQ is another great option for Reporting & Statistics features. It offers extensive customization options so you can get exactly the data you need, and it integrates with Salesforce CRM to see your sales data in one place.
  • Zoho Analytics - Zoho Analytics is a good choice if you're looking for robust Reporting & Statistics features but don't want to spend much money. It offers a wide range of reports and allows you to drill down into the data to find actionable insights.

Third-Party Integrations

Overview Expand Collapse

Third-PartyIntegrations features are a great way to get data from other software tools into your sales tool. This can be extremely helpful in consolidating your customer data into one place. However, you should be aware of some drawbacks to using this feature before deciding to use it.

The first drawback is that not all software tools support Third Party Integrations features. If you want to use this feature, you may have to purchase additional software or find a workaround. Additionally, even if the software supports Third Party Integrations features, it may not work with every single piece of software. So, while this feature can be very useful, it's important to ensure that it will work with the other tools you're using before relying too heavily on it.

Another potential downside of using Third Party Integrations features is that they can add complexity to your setup process. If you're not careful, you could spend more time setting up the integration than you would save by using it! So again, while this feature can be very helpful, ensure that you understand how it works and whether or not it's worth the extra effort required to set it up correctly.

Benefits Expand Collapse

Benefits of Third-Party Integration features

  1. It can save you a lot of time by consolidating all your customer data into one place.
  2. It can help you avoid entering the same data multiple times.
  3. Ensures that your data is accurate, up-to-date, and complete.
  4. Can provide valuable insights by analyzing all your customer data in one place. 
  5. Offers a 360-degree view of each customer.
Drawbacks Expand Collapse

Drawbacks of Third-Party Integration features

  1. Not all software supports integration with third-party tools.
  2. It can add complexity to your setup process.
  3. Third-party integrations can be expensive.
Recommendations Expand Collapse

Best sales tools software for Third Party Integrations

If you're looking for sales tools software that offers great Third Party Integrations features, we recommend looking at Salesforce. This tool is one of the most popular CRMs on the market. It integrates with a wide variety of other software tools - meaning that you'll likely have no trouble getting all your customer data consolidated into one place. 

Additionally, Salesforce has a user-friendly interface and offers a wide range of features to help make your life easier - so even if setting up integrations does add some complexity, it's still worth considering this tool overall.

Activity Dashboard

Overview Expand Collapse

Activity Dashboard features are a great way to get an overview of your sales pipeline. You can see how many deals you have in each stage, how much revenue you've generated, and your conversion rate. This information is valuable for understanding your sales process and where you need to focus your efforts.

The Activity Dashboard also allows you to quickly add new deals and contacts, which helps keep track of potential customers. And if you're using the CRM features of the software, you can also see important customer details like contact information and activity history.

Overall, the Activity Dashboard is useful to help you manage your sales pipeline and stay organized. However, there are a few downsides to consider as well. First, it's not always easy to find the information you're looking for on the dashboard (especially if you have a lot of data). Second, some users have reported that the dashboards can be slow to load or refresh.

Benefits Expand Collapse

Benefits of Activity Dashboard

  1. Helps you manage your sales pipeline and stay organized.
  2. Quickly add new deals and contacts.
  3. See important customer details like contact information and activity history.
  4. Ensures you never miss a follow-up by keeping track of your to-dos.
  5. Gives you visibility into your team's sales activity.
  6. Helps you spot trends and find areas for improvement.
Drawbacks Expand Collapse

Downsides of Activity DashboardOur experience 

  1. It is not always easy to find the information you're looking for on the dashboard (especially if you have a lot of data).
  2. Some users have reported that the dashboards can be slow to load or refresh.
  3. It does not always integrate well with other software (such as customer relationship management (CRM) systems).
Recommendations Expand Collapse

Best sales tools software for Activity Dashboard

If you are looking for a software tool with Activity Dashboard features, we recommend looking at Salesforce CRM. It offers a comprehensive set of features to help you manage your sales pipeline, including the ability to add new deals and contacts quickly. Plus, Salesforce CRM integrates with a wide range of other business applications, making it easy to view customer information from multiple sources in one place.

Customer Database

Overview Expand Collapse

Customer Database features are an important part of any sales tools software tool. They allow you to keep track of your customers, their contact information, and their purchase history. This allows you to target your marketing efforts better and sell them more effectively.

You can use customer databases within your sales tools software tool in a few different ways. The most common way is to simply upload a list of your customers from a spreadsheet or CRM system. This will allow you to see all their information in one place and make it easy to segment them for targeted marketing campaigns.

Another way that you can use customer databases is by integrating with social media platforms like Facebook and LinkedIn. This will allow you to automatically import your customer’s data into your database, making it even easier to keep track of them. Additionally, this integration will allow you to see what kinds of things they’re interested in so that you can better tailor your marketing messages to them.

The last way that you can use customer databases is through manual entry. This means that you would manually add each customer’s information into the database yourself. This is great if you have a small number of customers, but if you have hundreds or even thousands of customers, it could quickly become time-consuming.

Overall, customer databases are essential to any sales tools software toolkit. They provide valuable insights into your best prospects and allow you to segment them easily for targeted marketing campaigns. If used correctly, they can be invaluable resources for boosting your sales.

Benefits Expand Collapse

Benefits of Customer Database features

  1. Allows you to keep track of your customers, their contact information, and their purchase history.
  2. Segmenting your customer base for targeted marketing campaigns is easy.
  3. Integrating with social media platforms like Facebook and LinkedIn makes keeping track of your customers’ data easier.
  4. Can be used manually if you have a small number of customers.
  5. Ensures that you have the most up-to-date information on your customers.
  6. It makes it easy to contact your customers en masse via email or text message.
Drawbacks Expand Collapse

Drawbacks of Customer Database features

  1. If you have many customers, manually adding their data to the database can be time-consuming.
  2. It does not provide real-time data on your customers, so you won’t be able to see what they’re doing immediately.
  3. It does not integrate with all social media platforms.
Recommendations Expand Collapse

Best sales tools software for Customer Database features

  • Salesforce CRM -This tool provides an easy way to keep track of your customers and their data. It also integrates with social media platforms like Facebook and LinkedIn, making it even easier to stay up-to-date on what they’re doing. Additionally, it offers a free trial to try it out before committing to a paid plan.
  • HubSpot Sales - This tool is great for small businesses because it offers a free tier that allows you to keep track of up to 1,000 contacts. It also integrates with social media platforms and has a simple interface that makes adding new customer data quick and easy.

If you are looking for a customer database feature for your sales tool, both Salesforce CRM and HubSpot Sales are great options. However, if you have many customers, you may want to consider another option that offers more features and is better suited for larger businesses. 

Lead Management

Overview Expand Collapse

Lead Management features are important for any sales tools software tool. They help keep track of your leads and allow you to nurture them until they're ready to buy.

There are a few different ways to use Lead Management features. Some software tools will have a dedicated lead management section, while others will integrate it into their CRM or contact management system.

The most important thing is that you can easily add new leads and that the information is readily available when needed. You should also be able to segment your leads to target them with specific messages.

Lead Management features can be very helpful in increasing your sales conversion rate. However, they're not always necessary - if you have a small number of leads or are already very good at converting them into customers, they may not be worth the investment.

Benefits Expand Collapse

Benefits of Lead Management features

  1. Keep track of your leads in one place.
  2. Nurture leads until they're ready to buy.
  3. Segment your leads for targeted messages.
  4. Increase your sales conversion rate.
  5. Ensures timely follow-up with leads and quickly identifies hot leads. 
  6. Eliminates duplicate lead entries.
Drawbacks Expand Collapse

Drawbacks of Lead Management features

  1. This can be unnecessary if you have a small number of high-quality leads or are already very good at converting them into customers.  
  2. Software tools with lead management features can be more expensive.
  3. It does not guarantee that you will increase sales, only that you have a system to manage your leads more efficiently.
Recommendations Expand Collapse

Best sales tools software for Lead Management features

If you are looking for sales tools software that has powerful Lead Management features, Salesforce CRM and HubSpot Sales are both great options.

  • Salesforce CRM - integrates lead management into its powerful CRM system.
  • HubSpot Sales - dedicated lead management features and easy-to-use interface.

Data Import/Export

Overview Expand Collapse

Data Import/Export features are critical for sales tools software to manage and analyze customer data. I have used several different software tools with this feature, which is an essential part of my workflow.

There are two main ways that I use Data Import/Export features: first, to import customer data into my sales tool so that I can track and manage it more effectively; second, to export data from my sales tool so that I can share it with other members of my team or company.

First, I use Data Import/Export features to import customer data into my sales tool. This allows me to keep all my customer information in one place, making it much easier to track and manage. Additionally, importing customers' data into my sales tool provides me with valuable insights I would not otherwise have access to. For example, by importing customers' purchase histories into my sales tool, I can see which products they are interested in and how often they buy them. This information helps me tailor my pitch so I'm selling the products they're interested in purchasing.

The second way I use data import/Export features is to export data from my sales tool so that someone on my team or at my company can use it. For example, suppose I'm working on a project with a colleague, and we need to share customer information. In that case, we can export data without providing each other with access to our individual sales tools accounts. This saves us time and ensures that our data remains private and secure.

Benefits Expand Collapse

Benefits of Data Import/Export features

  1. Keeps all customer information in one place, making it easy to track and manage.
  2. Provides valuable insights into customers' purchase histories and interests.
  3. Saves time by allowing users to export data without providing each other with access to their individual sales tools accounts.
  4. Ensures data accuracy by allowing users to control which data is imported and how it is formatted.
  5. Eliminates the need for manual data entry, reducing the chances of human error.
Drawbacks Expand Collapse

Drawbacks of Data Import/Export features

  1. It can be time-consuming to set up initially.
  2. Users must understand how to use sales tools and software to get the most out of it.
  3. It does not guarantee data accuracy, as users can still make mistakes when exporting or importing data.
  4. It may require users to purchase additional software to use all the features.
Recommendations Expand Collapse

Best sales tools software for Data Import/Export features

If you are looking for a tool with robust Data Import/Export features, I highly recommend SalesforceIQ CRM or HubSpot Sales.

  • SalesforceIQ CRM - This sales tool offers an easy-to-use interface and powerful Data Import/Export features. It's perfect for users who want to track and manage customer information in one place. Additionally, the insights provided by importing customers' data can be invaluable for tailoring pitches and closing deals.
  • HubSpot Sales - This tool also offers robust Data Import/Export features, making it a great choice for users who need to share customer information with colleagues or other team members.

Reporting/Analytics

Overview Expand Collapse

Reporting/Analytics features are very important to me regarding sales tools and software. I want to see how my sales team performs and where they need improvement. This information is vital to make informed decisions about my business.

You can use Reporting/Analytics features in your sales tools software in a few different ways. One way is by tracking your team's performance over time. This can help you identify any patterns or trends in their behavior. Additionally, you can use Reporting/Analytics features to track specific metrics, such as conversion rates or close rates. This information can be extremely helpful in identifying areas of opportunity for your business.

Another way to use Reporting/Analytics features is by segmenting your data. This means you can break down your data into smaller groups to analyze it more easily. For example, if you want to see how different demographics respond to your product, you could segment your data accordingly. Segmenting your data can help you better understand what works and doesn't work for your business, leading to more informed decision-making.

Benefits Expand Collapse

Benefits of Reporting/Analytics features

  1. Helps you track your team's performance over time.
  2. It can help you identify patterns or trends in behavior.
  3. You can track specific metrics, such as conversion or close rates.
  4. Helps you segment your data for more informed decision-making.
  5. Ensures data accuracy and completeness.
  6. It can help you automate your reporting process.
Drawbacks Expand Collapse

Drawbacks of Reporting/Analytics feature

  1. It can be time-consuming to set up and maintain.
  2. Requires certain technical expertise to understand and use effectively.
  3. Not all sales tools software offer reporting/analytics features, so you may need multiple tools to get the information you want.
Recommendations Expand Collapse

Best sales tools software for Reporting/Analytics features

  • SalesforceIQ CRM 
  • HubSpot Sales 
  • Pipedrive 
  • Yesware

If you are looking for sales tools software that offers reporting and analytics features, then the four options I have listed above are some of the best in the market. They offer different ways to track your team's performance and segment your data. However, it is important to remember that these features can be time-consuming to set up and maintain. Additionally, you will need some technical expertise to use them effectively.

API

Overview Expand Collapse

API features for a sales tools software tool can be used in several ways. For example, you can use them to integrate your sales tools with other software applications or to automate tasks such as prospecting and lead generation.

API features can also customize your sales tools according to your specific needs. For instance, you can use APIs to add new functionality to your sales tool or to create custom reports and dashboards.

However, some drawbacks are associated with using API features for a sales tools software tool. First of all, they can be difficult to set up and manage. Additionally, if you're not careful when using APIs, you could unintentionally expose sensitive data or disrupt the functioning of your sales tool.

Benefits Expand Collapse

Benefits of API features

  1. It can be used to integrate your sales tools with other software applications.
  2. Can automate tasks such as prospecting and lead generation.
  3. You can customize your sales tool according to your specific needs.
  4. Adds new functionality to the sales process by allowing for custom reports or dashboards. 
  5. Ensures data security and privacy by allowing only authorized access to the API.
  6. It can connect your sales tools with other software applications, such as customer relationship management (CRM) or enterprise resource planning (ERP) systems.
Drawbacks Expand Collapse

Drawbacks of API features

  1. They can be difficult to set up and manage if you are not tech-savvy. 
  2. You could unintentionally expose sensitive data. 
  3. Disrupt the functioning of your sales tool.
Recommendations Expand Collapse

Best sales tools software for API features

If you're looking for a sales tools software tool that offers robust API features, then we recommend Salesforce CRM. Salesforce CRM is a comprehensive customer relationship management (CRM) platform that offers many features and functionality, including powerful APIs. With Salesforce CRM, you can easily integrate your sales tools with other software applications, automate prospecting and lead generation tasks, and customize your sales processes to meet your specific needs.

Activity Tracking

Overview Expand Collapse

Activity Tracking features are a great way to see which of your sales methods are working and which ones need improvement. By tracking your activities, you can determine how much time you spend on each sale, what kind of response you're getting from prospects, and where you need to focus your efforts.

The best activity tracking features will allow you to track multiple sales channels (email, phone calls, social media) in one place to get an overview of your progress. Look for a tool that offers customizable reports to spot trends and make changes to your sales strategy easily.

Some things to remember when using activity tracking features

  • Ensure the software integrates with the rest of your sales ecosystem (CRM, email marketing platforms). A good activity tracker will play nice with other tools, so data is seamlessly passed between them. 
  • Be aware of privacy concerns. Some people may not be comfortable sharing their contact information or detailed notes about their interactions with strangers. If this concerns you or your team members, look for an activity tracker that allows users to remain anonymous or share only limited information.
Benefits Expand Collapse

Benefits of Activity Tracking

  1. Helps you see which sales methods are working and which need improvement.
  2. Gives you an overview of your progress across multiple sales channels.
  3. You can customize reports to spot trends and change your strategy.
  4. Ensures you are following up with your sales leads on time.
  5. Provides valuable data for sales forecasting.
  6. Helps you manage your inventory by knowing what is selling and when to reorder.
Drawbacks Expand Collapse

Drawbacks of Activity Tracking

  1. If not integrated well with other tools, data can be siloed and difficult to manage. 
  2. Privacy concerns may limit its usefulness for some users.
  3. It does not replace human interaction and cannot provide context for sales data.
  4. It can be difficult to set up activity tracking if you are not tech-savvy.
Recommendations Expand Collapse

Best sales tools software for Activity Tracking features

  • HubSpot Sales - Offers a detailed activity tracker that can be customized to show the data you want. 
  • Pipedrive - Integrates with your CRM and other sales tools for seamless data sharing. 
  • Yesware - A good choice if you're concerned about privacy, as it offers an anonymous mode.

The three options above will be a good choice if you are looking for an Activity Tracking feature in a sales tools software. However, HubSpot Sales and Pipedrive offer the most comprehensive tracking features, while Yesware is a good choice if privacy concerns you or your team members.

Sales Reports

Overview Expand Collapse

Sales Reports is a feature of SalesforceIQ that allows you to quickly and easily generate reports on your sales data. This is a valuable tool for sales managers who need to track their team's performance or for individual salespeople who want to keep tabs on their own progress.

Sales Reports offer several different report types, including an overview of all sales activity, a breakdown of deals by stage, and a comparison of pipeline values over time. You can also create custom reports with specific filters and criteria. The interface is straightforward and easy to use, making it simple to get the information you need without spending hours wading through data.

Overall, Sales Reports are a valuable tool that can help you stay on top of your sales numbers and make better decisions about where to focus your efforts. However, there are some drawbacks worth considering before using this feature. First, Sales Reports only works with SalesforceIQ data; if you're using another CRM system or tracking your sales in another way (such as Excel), you won't be able to take advantage of this feature. Second, the reports are fairly basic; if you need detailed analysis or complex visualizations, you'll likely be disappointed with what Sales Reports offers.

Benefits Expand Collapse

Benefits of Sales Reports

  1. Quick and easy way to generate reports on sales data.
  2. Useful for sales managers who need to track team performance or for individual salespeople who want to keep tabs on their own progress.
  3. Offers several different report types, including an overview of all sales activity, a breakdown of deals by stage, and a comparison of pipeline values over time.
  4. The interface is straightforward and easy to use.
Drawbacks Expand Collapse

Drawbacks of Sales Reports

  1. Only works with SalesforceIQ data; if you're using another CRM system or tracking your sales in another way (such as Excel), you won't be able to take advantage of this feature.
  2. Reports are fairly basic; if you need detailed analysis or complex visualizations, you'll likely be disappointed with what Sales Reports offer.
Recommendations Expand Collapse

Best sales tools software for Sales Reports features

  • SalesforceIQ 
  • Pipedrive 
  • HubSpot Sales 
  • Zoho CRM

If what you want is a quick and easy way to generate reports on your sales data, then SalesforceIQ is the best option for you. However, if you need more detailed analysis or complex visualizations, you may want to consider one of the other options on this list.

Alerts/Notifications

Overview Expand Collapse

Alerts/Notifications can be used for various things, such as keeping track of sold items, notifying salespeople when new leads come in or reminding customers about upcoming appointments.

Some software tools have more robust Alerts/Notifications features than others. For example, some tools allow you to set up multiple alerts for different types of events and customize the timing and frequency of notifications. Other tools may only offer basic email or text message alerts.

When considering a sales tool with this feature, it's important to consider how you will use it and whether the tool's capabilities meet your needs. Here are some questions to ask yourself:

  • Do I need real-time notifications? Or can I get by receiving updates on a less frequent basis?
  • What type of events do I need to be alerted about? Lead changes? Appointment reminders? Sold items? etc. 
  • How many people need to receive notifications? Just me? My team members too? 
  • Do I want the ability to customize notification settings (e.g., timing, frequency)? 

Alerts/Notifications can help keep track of important information related to your sales process. However, they are not necessary for everyone. If you don't think you'll use this feature, then there is no reason to pay extra for a tool that offers it.

Benefits Expand Collapse

Benefits of Alerts/Notifications

  1. It can help ensure you don't miss important sales-related events.
  2. You can save time by automating reminders for appointments or follow-ups.
  3. It makes it easy to keep track of information that is scattered across different software tools.
  4. Provides an at-a-glance view of what needs your attention. 
  5. Ensures you are aware of any changes or updates that have been made to your data.
Drawbacks Expand Collapse

Drawbacks of Alerts/NotificationsOur experience 

  1. You may receive too many notifications if you don't customize the settings.
  2. Notifications can be disruptive, especially if you're trying to focus on other tasks.
  3. They require an additional step in your sales process (i.e., setting up the alerts).
Recommendations Expand Collapse

Best sales tools software for Alerts/Notifications

  • Salesforce 
  • HubSpot Sales 
  • Pipedrive

If you need a good, basic sales tool with Alerts/Notifications capabilities, then Salesforce is a good option. However, if you're looking for more robust features, such as the ability to customize notification settings or receive real-time updates, then HubSpot Sales or Pipedrive would be better.

Performance Metrics

Overview Expand Collapse

Performance Metrics features are a great way to see how your sales tools software performs. You can see how many leads you've generated, how many conversions you've made, and your close rate. This information is valuable in helping you to improve your sales process and make more sales.

There are two ways to use the Performance Metrics features: the Salesforce reports page or the Salesforce1 mobile app. If you're using the reports page, simply click on the Performance tab and select Sales Tools. From there, you'll be able to view your performance metrics.

If you're using the Salesforce1 mobile app, tap on the menu icon in the top left corner, select Next, tap on Sales Tools, and select Performance. Here, you'll be able to view all of your performance metrics.

Both methods will give detailed information about your sales tools software tool's performance. However, I recommend using the Reports page to drill down into specific data points. This is because it's easier to filter data on the Reports page than on the Salesforce1 mobile app. For example, if I only want to see my conversion rate for email campaigns, I can easily do that by filtering my data on the Reports page. On the other hand, if I try to do that same thing on the Salesforce1 mobile app.

Benefits Expand Collapse

Benefits of Performance Metrics

  1. It allows you to see which areas of your sales process need improvement.
  2. You can use the data to secure additional resources for your team.
  3. Ensures everyone is on the same page regarding what needs improvement.
  4. It allows you to track progress over time and see if your changes positively impact you.
  5. Provides a way to hold salespeople accountable for their results.
  6. Helps you identify top performers and reward them accordingly.
Drawbacks Expand Collapse

Drawbacks of Performance Metrics

  1. It can be difficult to know what changes need to be made to your sales process. 
  2. It's possible to exclude important information accidentally.
  3. Some users have reported that the Salesforce1 mobile app is buggy and crashes frequently.
Recommendations Expand Collapse

Best sales tools software for Performance Metrics

If you're looking for a sales tools software that offers robust Performance Metrics features, I recommend Salesforce. Salesforce is a cloud-based CRM platform that offers a variety of features designed to help sales teams close more deals. In addition to its powerful performance tracking capabilities, Salesforce offers various customization options and integrations with other business applications.

Real-Time Reporting

Overview Expand Collapse

Real-Time Reporting is one of sales tools software's most useful features. It lets you see your sales progress in real-time, which is invaluable for keeping track of your goals and progress. There are several ways to use Real-Time Reporting features, depending on the type of data you want to track and how much detail you need.

The first way to use Real-Time Reporting is to keep an eye on your total sales numbers. This can be done by looking at the Total Sales number in the upper left-hand corner of the screen. This number represents the total value of all sales made through the software tool over a certain period of time (usually 24 hours). By monitoring this number, you can get a good idea of how well your sales team is doing.

Another way to use Real-Time Reporting is to look at specific information about individual sales. To do this, click on the Sales tab at the top of the screen. This will bring up a list of all recent sales, along with information such as who made each sale, when it was made, and how much money was earned. You can also see any commissions or bonuses earned from each sale. This information can be very helpful in figuring out which types of products or services are selling well and which ones aren't selling so well.

Finally, you can also use Real-Time Reporting features to monitor customer satisfaction levels. To do this, click on the  Satisfaction tab at the top of the screen.

Benefits Expand Collapse

Benefits of Real-Time Reporting

  1. It allows you to track your sales in real time. 
  2. You can get a better idea of what types of products or services are selling well and which ones aren't selling so well. 
  3. It can help you identify areas where your business needs improvement.
  4. Ensures you make decisions based on accurate and up-to-date information. 
  5. It Makes it easier to spot trends and can help you make better marketing decisions. 
  6. Allows you to track your inventory in real time.
Drawbacks Expand Collapse

Drawbacks of Real-Time Reporting

  1. If you're not careful, it's easy to become obsessed with checking the numbers and forgetting about running your business. 
  2. It only provides data - it doesn't provide solutions. 
  3. If used incorrectly, Real-Time Reporting features could lead to micromanagement from upper management.
Recommendations Expand Collapse

Best sales tools software for Real-Time Reporting

Overall, Real-Time Reporting is an extremely useful sales tool. If used correctly, it can provide valuable insights into your business and help you identify areas for improvement. However, it's important to use Real-Time Reporting features in moderation and to remember that they only provide data - not solutions. When used correctly, the following software tools offer great Real-Time Reporting features.

  • Salesforce
  • HubSpot Sales 
  • Pipedrive

If you need a software tool that provides great Real-Time Reporting features and a wide variety of other features, Salesforce is the way to go. However, if you're looking for a more focused sales tool that still offers excellent Real-Time Reporting capabilities, HubSpot Sales or Pipedrive would be better choices.

CRM

Overview Expand Collapse

CRM features for sales tools software can be used in several ways. One way is to use them as a contact management system, keeping track of your customers and their contact information in one place. This can be helpful if you need to find customer information or follow up on leads quickly.

Another way to use CRM features is to manage your sales pipeline. You can use the software to keep track of your prospects and where they are in the buying cycle. This can help you prioritize your time and resources to work on the most promising deals first.

There are also some drawbacks to using CRM features for sales tools software. One downside is that it can add complexity to your workflow if you're not careful. For example, if you're tracking too many details about each prospect, it can be hard to stay organized and decide where to focus your efforts.

Another potential issue is that CRM systems often require ongoing maintenance and updates, adding costs over time. If you're not planning on using the system regularly, it might not be worth the investment.

Benefits Expand Collapse

Benefits of CRM features for sales tools software

  1. It can help you organize and keep track of your customer information in one place.
  2. It can help you manage your sales pipeline and prioritize your time and resources.
  3. May offer additional features like lead scoring or automation that can be helpful for sales teams.
  4. Ensures that everyone on your team uses the same sales process and has access to the most up-to-date customer information. 
  5. It can help you identify opportunities for cross-selling or upselling. 
  6.  Helps you track important sales metrics like conversion rates, win/loss ratios, and average deal size.
Drawbacks Expand Collapse

Drawbacks of CRM features for sales tools software

  1. This can add complexity to your workflow if you're not careful about how you use it.
  2. Requires ongoing maintenance and updates, which can add costs over time.
  3. It does not guarantee success, as sales are still a people-driven process.
  4. Too much reliance on automation can lead to losing the personal touch often needed to close deals.
Recommendations Expand Collapse

Best sales tools software for CRM features

  • Salesforce CRM -Offers a comprehensive set of features for sales teams, including contact management, pipeline management, and lead scoring. Requires a monthly subscription.
  • Zoho CRM - A less expensive alternative to Salesforce that offers similar features. Also requires a monthly subscription.

If you need a basic contact management system, either CRM-focused sales tools or software will work well. However, if you need more comprehensive sales pipeline features, Salesforce is the better choice. It's important to weigh your needs and budget when choosing a sales tool to ensure you get the most bang for your buck.

Sales Forecasting

Overview Expand Collapse

Sales Forecasting features are one of the most important aspects of any sales tools software. Understanding your historical sales data can make more accurate predictions about future sales and revenue. This information is critical for making informed decisions about your business strategy and budgeting.

Use Sales Forecasting features in your sales tools software in several ways. The first is by manually inputting data points into the system. This can be time-consuming, but it gives you the most control over your forecast accuracy. You can also import data from other sources, such as Excel spreadsheets or CRM systems. This is often quicker than manual entry, but it may not be as accurate if the data isn't well-organized or complete.

The second way to use Sales Forecasting features is through automatic forecasting algorithms built into some tools. These algorithms analyze your past sales data and try to predict future trends based on that information. They're often quite accurate, but they don't give you as much control over the specifics of your forecast since they're relying on artificial intelligence rather than human-inputted data points.

Benefits Expand Collapse

Benefits of Sales Forecasting features

  1. Helps you make more informed decisions about your business strategy budgeting by understanding historical sales data and predictions about future sales. 
  2. Quicker than manual entry if you import data from other sources. 
  3. Can be quite accurate if relying on automatic forecasting algorithms built into some tools.
  4. Ensures you don't over or under-stock inventory. 
  5. Allows you to plan production more effectively by understanding future sales demand. 
  6. It can help you make pricing decisions by understanding what price points are most likely to result in a sale.
Drawbacks Expand Collapse

Drawbacks of Sales Forecasting features

  1. If manually inputting data points can be time-consuming.
  2. It does not give you as much control over the specifics of your forecast if relying on automatic forecasting algorithms built into some tools.
  3. It does not account for external factors that can impact sales (e.g., recession, new competitors in the market, etc.).
  4. If data points are inputted incorrectly, it can result in inaccurate predictions.
Recommendations Expand Collapse

Best sales tools software for Sales Forecasting features

  • If you want manual control over your forecast - Salesforce 
  • If you want to import data from other sources for a quick forecast - HubSpot Sales 
  • If you want automatic forecasting algorithms for accuracy - Pipedrive

The best sales tools software for Sales Forecasting, depending on your needs. If you want manual control over your forecast, go with Salesforce. If you want to import data from other sources for a quick forecast, try HubSpot Sales. And if you're looking for automatic forecasting algorithms for accuracy, Pipedrive is a good choice.

Sales Trend Analysis

Overview Expand Collapse

Sales Trend Analysis is a feature that allows you to see how your sales progress over time. This can be useful for tracking progress and spotting trends in your sales data.

The Sales Trend Analysis feature is available in many software tools, but I have found it to be most useful in SalesforceIQ CRM. In SalesforceIQ CRM, you can use the Sales Trend Analysis tool to track your sales performance over time, including year-over-year comparisons. This tool also allows you to compare your sales data against industry benchmarks.

The Sales Trend Analysis feature is most useful when combined with other features in SalesforceIQ CRM, such as the pipeline report and opportunity scorecard. Together, these tools give me a complete picture of my sales process and allow me to make informed decisions about where to focus my efforts.

There are some drawbacks to using the Sales Trend Analysis feature, however. First, it can be time-consuming to set up and maintain accurate data sets for trend analysis purposes. Second, not all software tools offer this type of analysis (SalesforceIQ CRM is one of the few that do). Finally, trend analysis is only as good as the data that goes into it; if your data is incomplete or inaccurate, your results will be too.

Benefits Expand Collapse

Benefits of Sales Trend Analysis

  1. Allows you to track progress and spot trends over time.
  2. It can be used to compare sales data against industry benchmarks.
  3. Gives you a complete picture of your sales process.
  4. Ensures that you are making decisions based on data, not gut feeling.
  5. Helps you to identify areas of your business that need improvement.
  6. Can be used to predict future sales and trends.
Drawbacks Expand Collapse

Drawbacks of Sales Trend AnalysisOur experience 

  1. Time-consuming to set up accurate data sets.
  2. Not all software tools offer this type of analysis. 
  3. Trend analysis is only as good as the data that goes into it.
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Best sales tools software for Sales Trend Analysis

If you are looking for software that offers sales trend analysis, I recommend SalesforceIQ CRM. One of the few tools that offer this type of analysis, providing a complete picture of your sales process. This tool also allows you to compare your sales data against industry benchmarks.

Real-Time Data

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Real-Time Data is a feature that lets you see how your website performs in real-time. This is useful for sales tools software because it allows you to track your progress and optimize your website for better results.

The Real-Time Data feature is easy to use and can be found in the SalesforceIQ CRM. Once you log in, simply click on the Real-Time Data tab at the top of the page. You can see how many visitors are on your website, what pages they're looking at, how long they stay on each page, and what actions they take while there.

This information is valuable for sales tools software because it helps you understand what's working well on your website and what needs improvement. For example, if you see that people are spending a lot of time on your pricing page but not clicking through to buy anything, then you know that something needs to be changed about that page (perhaps the pricing isn't clear enough, or there's too much text). On the other hand, if people spend a lot of time on product pages and then click through to purchase items, your website conversion rate is good, and people find value in what you're selling.

Overall, Real-Time Data provides valuable insights into how well your website performs so that you can make necessary changes/improvements accordingly. It's an essential tool for any business owner serious about driving online sales.

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Benefits of Real-Time Data

  1. Helps you understand what's working well on your website and what needs improvement.
  2. Gives valuable insights into how well your website performs so that you can make necessary changes/improvements accordingly.
  3. It is essential for any business owner serious about driving online sales.
  4. Easy to use - can be found in the SalesforceIQ CRM with a few clicks.
  5. Ensures you have an up-to-date view of your business.
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Drawbacks of Real-Time DataOur experience

  1. The data may be overwhelming, making it difficult to identify what is most important.
  2. It can be challenging to set up a system to collect and analyze the data in real time.
  3. Businesses risk making decisions based on incomplete or inaccurate data if they do not have adequate safeguards in place.
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Best sales tools software for Real-Time Data

SalesforceIQ CRM is the best choice because it provides an easy-to-use interface and gives you valuable insights into how your website performs. Other options are Zoho CRM and HubSpot Sales, but they lack the same level of detail that SalesforceIQ offers.

Calendar Management

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Calendar Management features help you track and manage your sales appointments, calls, and meetings. They can be used to set up reminders for upcoming events, track sales activities, and follow up with customers after meeting with them.

You can use Calendar Management features in your sales tools software tool in a few different ways. One way is to use them to keep track of your sales appointments. You can add new appointments by clicking on the Add New Appointment button. This will bring up a form where you can enter the details of the appointment, including the date, time, location, customer name, and notes. Once you have entered all of the information about the appointment, click on the Save button to save it in your calendar.

Another way to use Calendar Management features is to keep track of your sales calls. To do this, click on the Calls tab at the top of your screen. This will include a list of your past and upcoming calls. To add a new call entry to this list, click on the Ass Call button at the bottom left corner of this screen.

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Benefits of Calendar Management features

  1. Helps you keep track of your sales appointments, calls, and meetings.
  2. It can set up reminders for upcoming events, track sales activities, and follow up with customers after meeting with them.
  3. Easy to use - simply click on the Add New Appointment button to add a new appointment entry or the Add Call experience button to add a new call entry.
  4. It provides a complete view of your sales appointments and calls for the day, week, or month.
  5. Allows you to reschedule an appointment or call if needed quickly. 
  6. Easily add meeting notes and follow-up tasks directly from the Calendar Management features page.
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Drawbacks of Calendar Management features

  1. It can be time-consuming to set up if you have a lot of sales appointments, calls, and meetings.
  2. It may not be necessary for everyone.
  3. It does not integrate with other CRM features.
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Best sales tools software for Calendar Management features

  • SalesforceIQ CRM - this sales tools software tool has a great Calendar Management feature that lets you track your sales appointments, calls, and meetings. You can also set up reminders for upcoming events and follow up with customers after meeting with them. This software tool is easy to use and comes with a free trial, so you can try it out before deciding whether or not to purchase it.
  • Zoho CRM - this sales tools software tool also has a great Calendar Management feature that lets you track your sales appointments, calls, and meetings. You can also set up reminders for upcoming events and follow up with customers after meeting with them. Zoho CRM is easy to use and offers a free trial, so you can decide if it's the right fit for your needs. 

Workflow Management

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Workflow Management features are an important part of any sales tools software tool. You can optimize your sales process and improve your team's productivity by managing your workflows.

There are a few different ways to use Workflow Management features in your sales tools software tool. One way is to use them to automate repetitive tasks. For example, if you're constantly sending follow-up emails after meetings, you can create a workflow that will automatically send those emails to you. This can save you a lot of time and help ensure that nothing falls through the cracks.

Another way to use Workflow Management features is to manage approvals and sign-offs. For example, if you need approval from your manager before moving forward with a deal, you can create a workflow that will route the deal for approval and notify you when it's been approved or denied. This can help keep everyone on the same page and avoid delays in the sale process.

Finally, Workflow Management features can also be used to track progress on deals and projects. Creating milestones and task lists within workflows allows you to easily see where things stand at any given moment and identify potential roadblocks early on.

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Benefits of Workflow Management features

  1. Can automate repetitive tasks and save time.
  2. Helps ensure that nothing falls through the cracks.
  3. Can manage approvals and sign-offs to avoid delays in the sale process.
  4. Allows you to track progress on deals and projects.
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Drawbacks of Workflow Management features

  1. It can be complex to set up, depending on your tool.
  2. Requires ongoing maintenance and updates as your sales process changes.
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Best sales tools software for Workflow Management

  • SalesforceIQ CRM - offers a robust workflow management system that can be customized to your needs.
  • ZohoCRM - includes built-in workflow features that are easy to use and require minimal setup.

If you need a basic workflow management system to automate repetitive tasks and keep track of progress on deals, then SalesforceIQ CRM or ZohoCRM would be a good option. However, if you need a more complex workflow management system customized to your specific needs, then SalesforceIQ CRM would be the better choice.

Campaign Management

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Campaign Management features are used to create, manage, and track campaigns. Campaigns can be created for various purposes, including lead generation, brand awareness, product promotion, or customer acquisition.

The first thing you need to do is decide what type of campaign you want to run. You can choose from many different types of campaigns depending on your goals. Once you've decided on the type of campaign you want to run, the next step is to set up your campaign parameters. This includes setting a budget, choosing a start and end date for your campaign, and selecting the channels through which you'll reach your target audience (e.g., email marketing and social media ads).

Once your campaign is up and running, it's important to monitor its performance so that you can make necessary adjustments along the way. Campaign Management features give you visibility into how well your campaign is performing in terms of reach (i.e., how many people are seeing your ads), engagement (i.e., how many people are clicking on your links), and conversion (i.e., how many people are taking the desired action). By monitoring these metrics closely, you can ensure that your campaign is achieving its objectives and impacting your bottom line.

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Benefits of Campaign Management Software

  1. It allows you to save time by automating repetitive tasks associated with running a campaign. 
  2. Gives you more control over your campaigns so you can fine-tune them for maximum impact. 
  3. You can A/B test aspects of your ads (e.g., copy, images)to see which versions perform best before rolling out.
  4. Provides valuable insights into how well your campaigns perform.
  5. Ensures your campaigns are compliant with relevant laws and regulations.
  6. It allows you to scale your campaigns more easily as your business grows.
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Disadvantages of Campaign Management Software

  1. These features do not replace human interaction and should be used with traditional sales methods.
  2. Some people may find campaign management software overwhelming due to its complexity.
  3. Campaign management tools can malfunction from time to time. 
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Best sales tools software for Campaign Management

Now that we've gone over the pros and cons of using Campaign Management features in your sales tools software tool let's take a look at some of the best options currently available:

  • HubSpot Sales - HubSpot Sales is a great choice for businesses that are already using (or plan to use) other HubSpot products, as it seamlessly integrates with the rest of the platform. However, even if you're not planning on using other HubSpot products, this tool provides an impressive suite of features at a very reasonable price. Some of our favorite features include automatic email tracking (i.e., you'll receive notifications whenever someone opens or clicks one of your links), built-in CRM functionality, and detailed campaign reporting.
  • Pardot - Pardot is another popular sales tools software tool that offers robust Campaign Management capabilities. One thing we love about Pardot is its ease of use – even people with limited technical skills can quickly learn how to use this software to run effective campaigns. Another highlight is its comprehensive feature set, which includes everything from lead nurturing workflows to A/B testing and dynamic content personalization.

Customizable Reports

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Customizable Report is a feature that allows you to generate reports tailored to your specific needs. You can select the data fields you want to include in the report, format, and layout. This is an extremely useful feature for sales tools software, as it allows you to get exactly the information you need when you need it.

There are two ways to use Customizable Reports: the web interface or the API. The web interface is much easier to use and requires no programming knowledge. However, using the API is better if you need more flexibility or customization options.

The main advantage of Customizable Reports is that it gives you complete control over what data is included in the report. This means that you can focus on only those aspects of your business that are most important to you. For example, if you're mainly interested in tracking sales numbers, you can include only data related to sales in your reports. On the other hand, if customer satisfaction is your primary concern, you can include data points such as the number of customer complaints or average response time to support requests.

Another advantage of Customizable Reports is that they're very flexible and easy to change. If something about a particular report isn't quite working for you, then it takes a few clicks. 

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Benefits of Customizable Reports

  1. Allows you to focus on only those aspects of your business most important. 
  2. Gives you complete control over what data is included in the report. 
  3. They're very flexible and easy to change if necessary.
  4. It has a web interface for ease of use. 
  5. You can export reports in multiple formats (PDF, Excel, CSV).
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Disadvantages of Customizable Reports

  1. The API can be difficult to use for those without programming knowledge.
  2. You must understand your data well before creating effective reports.
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Best sales tools software for Customizable Reports

  • Salesforce 
  • HubSpot Sales 
  • Zoho CRM

I recommend Salesforce for its ease of use and comprehensive features. HubSpot Sale is a good option if you need more customization options. However, if you don't have much programming knowledge, Zoho CRM might be better suited.

Opportunity Management

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Opportunity Management features are one of the most important aspects of a sales tool. They help you keep track of your prospects and deals, so you can prioritize them and follow up at the right time.

The best Opportunity Management features will let you see all the relevant information about a deal in one place, including the contact info for the decision maker, what stage the deal is in, what products or services are being considered, and any notes about previous interactions. This way, you can ensure you're always following up with the right person at the right time.

Some Opportunity Management features also allow you to set reminders for yourself or your team members, so no one forgets to follow up on a hot lead. And if you're using a CRM system like Salesforce or HubSpot, many of these features will also be integrated into that software.

Opportunity Management features are vital for any salesperson who wants to close more deals and grow their business. If your sales tool doesn't have good Opportunity Management features, it's worth considering an upgrade.

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Benefits of Opportunity Management features

  1. Keep track of your prospects and deals in one place.
  2. Get a complete picture of each deal, including contact info, stage, products/services being considered, and notes about previous interactions.
  3. Set reminders for yourself or your team members to ensure no leads are forgotten.
  4. Integrate with CRM systems like Salesforce or HubSpot for even more features.
  5. Allows managers to see which sales reps are working on which deals and how close they are to closing them.
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Drawbacks of Opportunity Management features

  1. If your sales tool doesn't have good Opportunity Management features, it can be difficult to keep track of your prospects and deals.
  2. You may need to upgrade to a more expensive sales tool for good Opportunity Management features.
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Best sales tools software for Opportunity Management features

  • Salesforce CRM - Salesforce offers a complete suite of Opportunity Management features, including tracking prospects and deals in one place, getting a complete picture of each deal, setting reminders for yourself or your team members, and integrating with other sales tools.
  • HubSpot Sales - HubSpot Sales also offers a comprehensive set of Opportunity Management features, including tracking prospects and deals, setting reminders, and integrating with other sales tools.

Territory Management

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Territory Management is a feature of sales tools software that allows users to manage their sales teams by assigning and managing territories. This can be useful for businesses with multiple salespeople in different geographical areas or for businesses that want to keep track of their sales progress in specific regions.

There are several benefits to using Territory Management features in your sales tools software. 

First, it can help you keep track of your sales team's progress and performance in different regions. This can help identify areas where your team is performing well and pinpoint areas where they need improvement. Additionally, Territory Management can help you optimize your resources by ensuring that each team member is assigned to a territory that makes the most sense based on their skills and experience. Finally, this feature can help you better understand your customer base by showing which regions are buying what products or services from your company.

However, there are also some potential drawbacks to using Territory Management features in your sales toolkit. First, it may be difficult to set up initially, depending on the size and complexity of your business. Additionally, if not used properly, Territory Management could lead to Sales Managers micromanaging their teams instead of coaching and supporting them - which could ultimately hinder rather than improve performance.

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Benefits of Territory Management

  1. Helps managers keep track of their sales team's progress and performance in different regions.
  2. Optimizes resources by ensuring that each team member is assigned to a territory that makes the most sense based on their skill set and experience.
  3. Helps managers better understand their customer base by showing which regions are buying what products or services from your company.
  4. Ensures that each customer is properly serviced by assigning them to the sales team member responsible for their region.
  5. Allows managers to see which territories are performing well and which may need more attention.
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Drawbacks of Territory Management

  1. It may be difficult to set up initially, depending on the size and complexity of your business.
  2. If not used properly, it could lead to Sales Managers micromanaging their teams instead of coaching and supporting them.
  3. Sometimes, Sales Managers can become too focused on the numbers and lose sight of the bigger picture.
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Best sales tools software for Territory Management

The best sales tools software for Territory Management would be easy to set up and use, offer a variety of features to help managers keep track of their team's progress and performance, and optimize resources by ensuring that each team member is assigned to a territory based on their skills and experience. Additionally, the software should offer a customer base analysis to help managers understand which regions are buying what products or services from your company.

The best in the market is currently SalesforceIQ. It offers an easy-to-use interface, a variety of features to help keep track of progress and performance, and optimizes resources by ensuring that each team member is assigned to a territory based on their skills and experience. Additionally, SalesforceIQ offers a customer base analysis to help managers understand which regions are buying what products or services from your company.

Contact Database

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Contact Database features are important for sales tools software because they allow you to track and manage customer contact information. This is important because it lets you track who your customers are, how often they purchase from you, and their preferences. Contact Database features also help you segment your customer base to target marketing and sales messages.

There are two main types of Contact Database features: those that come standard with the software tool and those that must be purchased separately. Standard features typically include basic contact management functionality, such as the ability to add/edit/delete contacts, search for contacts, and export contact lists. However, some premium software tools offer additional Contact Database features such as CRM integration, email marketing integration, or social media integration. These extra features can be helpful if you need them but may not be necessary for everyone.

The main reason to use Contact Database Features in a sales tool is to keep track of your customers’ information in one place. Having all of this information available in one central location makes it easy to reference when needed and eliminates the need for duplicate data entry across multiple systems. Additionally, segmenting your customer base into groups makes sending targeted communications based on specific needs or interests easier – something that can save time (and money) in the long run.

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Benefits of Contact Database Features

  1. Keeps customer information organized and in one place.
  2. Enables segmentation of customers for targeted marketing messages.
  3. Reduces duplicate data entry across multiple systems.
  4. It can save time (and money) in the long run.
  5. Some tools offer additional features, such as CRM or email marketing integration.
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Drawbacks of Contact Database Features

  1. Not all software tools offer standard contact management features – some require the purchase of an add-on or plugin.
  2. Some customers may find targeted marketing messages intrusive or unwanted.
  3. If not used properly, customer information stored in a central location can become outdated or inaccurate.
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Best sales tools software for Contact Database features

  • Salesforce CRM – offers standard contact management and advanced features such as integration with other Salesforce products, custom fields, and automation rules.
  • HubSpot Sales – includes standard contact management functionality plus the ability to create customized contact lists, add contacts from email signatures, and use artificial intelligence to prioritize leads.
  • Zoho CRM – provides a wide range of Contact Database features, including importing/exporting data, segmentation options, mass emailing capabilities, social media integrations, and more.

I highly recommend using a sales tool with Contact Database features to keep track of customer information. The ability to segment customers into groups and send targeted communications can save time and money in the long run. Salesforce CRM, HubSpot Sales, and Zoho CRM are all great options that offer a wide range of features to meet your needs.

Drag & Drop

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Drag & Drop features are great for those who want to quickly and easily move items around on their screen. For example, you can use Drag & Drop to rearrange your sales pipeline's order or move a prospect from one stage of your funnel to another.

There are two main ways to use Drag & Drop features in your sales tools software via the mouse or touch (on a touchscreen device). Using the mouse is usually the most precise way toDrag & Drop items, but it can be more time-consuming than using touch. If you have a large screen and/or multiple monitors, you may find it easier to use Drag & Drop with touch because you can simply swipe your finger across the item(s) you want to move rather than having to click and hold down the mouse button while moving the item(s).

Touchscreen devices such as smartphones and tablets usually have built-in Drag & Drop capabilities. However, if you're using a laptop or desktop computer without a touchscreen, you'll need to install an extension or plugin that enables Drag & Drop functionality. Many different extensions and plugins are available; some are free, while others must be purchased. Once installed, these extensions/plugins typically add a small icon (e.g., a hand symbol) next to your cursor that indicates when Drag & Drop is enabled; simply hover over an item with this icon and then click and hold down on it before dragging it elsewhere on the screen.

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Benefits of Drag & Drop features

There are several benefits of using Drag & Drop features in your sales tools software, including

  1. Quick and easy to use - Drag & Drop is typically much faster than other methods of rearranging items on the screen (e.g., manually clicking and dragging each item with the mouse). This can save you a lot of time working with large data sets or complex sales pipelines.
  1. Greater control over placement with Drag & Drop, you have complete control over where an item is placed on screen; this can help ensure that items are arranged in a logical order or for keeping track of prospects as they move through your funnel. Additionally, some software applications allow you to snap items into place next to similar items (e.g., aligning all prospects at the same stage of your pipeline), which can further improve organization and efficiency.
  1. More intuitive than other methods For many users, Drag & Drop is simply more intuitive than alternative methods of rearranging items on the screen (e.g., manually clicking and dragging each item with the mouse). This can make learning how to use new software applications easier or quickly get up-to-speed when using an unfamiliar application.
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Potential drawbacks of Drag & Drop features

There are a few potential drawbacks to consider before using Drag & Drop features in your sales tools software, including

  1. Incompatible with some browsers (e.g., Safari) and devices (e.g., iPhones) that do not support drag & drop functionality; if you need to use these types of browsers/devices, you'll be unable to take advantage of this feature. 
  1. Suppose your browser/device does support Drag & Drop. In that case, there's always a chance that compatibility issues could arise in the future that would prevent you from being able to use this feature (although developers typically work quickly to address such problems).
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Best sales tools software for Drag & Drop features

The best sales tools software for Drag & Drop features will depend on your specific needs and preferences. Some factors to consider includeOur experience

  • Ease of use - How easy is the software to learn and use? If you're not familiar with using Drag & Drop, you may want to choose a tool that has a more intuitive interface. 
  • Cost - Is the software affordable? Some premium sales tools can be quite expensive; if cost is a concern, you may opt for a less feature-rich tool or one with a free trial period to try it out before making a purchase decision. 
  • Compatibility - As mentioned above, ensure that the software is compatible with your browser/device; otherwise, you won't be able to take advantage of its Drag & Drop capabilities.

The best examples are

  • Mixmax - This sales engagement platform offers a free trial and is compatible with most major browsers, including Chrome, Firefox, and Safari. 
  • HubSpot Sales - This tool includes a wide range of features (e.g., email tracking, meeting scheduling) in addition to Drag & Drop support; it has a free version and paid plans starting at $50/month per user. 
  • Pipedrive - This CRM software has a 14-day free trial and paid plans starting at $12.50/user/month; it's compatible with most major browsers but does not have an extension for touch devices (e.g., smartphones).

Customizable Templates

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Customizable Template is a feature that allows you to change the look and feel of your sales tools software tool. You can use this feature to customize the software to match your company's branding or personalize it for yourself. Though, there are a few things to keep in mind when using this feature. First, make sure you understand how the template system works before customizing anything. Second, be aware that some templates may not be compatible with all features of the software tool. Finally, remember that you can always revert back to the original template if you don't like the changes you've made.

The Customizable Templates feature is a great way to change the look and feel of your sales tools software tool. It's easy to use and gives you plenty of options to choose from, so you can find something that fits your needs perfectly. The only downside is that some templates may not be compatible with all features of the software tool, but overall this is a minor issue.

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Benefits of Customizable Templates feature

  1. Allows you to change the look and feel of your sales tools software tool.
  2. You can use this feature to customize the software to match your company's branding or personalize it for yourself.
  3. It's easy to use and gives you plenty of options to choose from, so you can find something that fits your needs perfectly.
  4. It makes your sales tools software more unique and personal.
  5. You can always revert back to the original template if you don't like the changes you've made.
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Downsides of Customizable Templates feature

  1. Some templates may not be compatible with all features of the software tool.
  2. It can make your sales tools software look less professional if not used correctly.
  3. You may spend more time than necessary trying to find the perfect template for your needs.
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Best sales tools software for Customizable Templates feature

  • SalesforceIQ CRM - This software has a Customizable Templates feature that allows you to change the look and feel of your software. You can use this feature to customize the software to match your company's branding or personalize it for yourself. It's easy to use and gives you plenty of options to choose from, so you can find something that fits your needs perfectly. Plus, if you don't like the changes you've made, you can always revert back to the original template.
  • HubSpot Sales CRM - This sales tools software also has a Customizable Templates feature that allows you to change the look and feel of your software tool. You can use this feature to ensure the software tool matches your company's branding or personalize it yourself. HubSpot Sales CRM makes it easy to use and gives you plenty of options to choose from to find what fits your needs perfectly. You also have the option to revert back to a previous template if you don't like the changes made.
  • Zoho CRM - This sales tools software also has a Customizable Templates feature that allows users to change how their software looks. Users may take advantage of this to ensure that the software they use matches their company's branding, or they could personalize it for themselves. It is easy to use and provides different options that users could consider in finding what suits them best. If ever they do not like a change made, there is always an option available for them to go back to a previous template.

Forecasting

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Forecasting features for sales tools software help you predict future sales outcomes and trends. This is helpful because it allows you to make informed decisions about allocating resources. For example, if you know that a particular product will be in high demand, you can stock up on inventory or increase production in advance.

There are two main types of forecasting features: trend-based and regression-based. Trend-based forecasting uses historical data to identify patterns and extrapolate them into the future. Regression-based forecasting builds mathematical models that consider multiple factors (such as seasonality, price changes, etc.) to predict future sales outcomes.

Both types of forecasting have their pros and cons. Trend-based forecasting is generally simpler and easier to understand, but it can be less accurate than regression-based methods. Regression-based methods are more complex but often provide more accurate predictions. 

The best way to use forecast features is to combine trend-based and regression-based approaches. This will give you the benefit of simplicity (trend-based) while still providing some degree of accuracy (regression-based).

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Benefits of Forecasting

  1. Allows you to make informed decisions about allocating your resources.
  2. It can help you avoid stock outs or overproduction.
  3. Can improve your bottom line by helping optimize inventory and production levels.
  4. Ensures that your products or services are available when customers want them.
  5. Allows you to take advantage of opportunities as they arise.
  6. It can help you anticipate and prepare for potential problems before they happen.
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Drawbacks of Forecasting 

  1. Trend-based methods can be less accurate than regression-based methods.
  2. Forecasting is only as good as the data it's based on.
  3. It does not consider all the factors that could affect demand.
  4. It can be difficult to forecast new products or services.
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Best sales tools software for Forecasting

  • Salesforce Einstein - Offers both trend-based and regression-based forecasting methods.
  • Tableau - Provides an easy-to-use interface for trend-based forecasting.

If what you are looking for is accuracy in your predictions, then Salesforce Einstein is the best sales tools software for forecasting that you can get. It offers both trend-based and regression-based methods to choose the best one for your data. If ease of use is more important to you, then Tableau might be a better choice. It has a simpler interface but only offers trend-based forecasting.

Lead Capture

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Lead Capture is a software tool automatically capturing leads from your website or blog. It can also manually capture leads from other sources, such as trade show attendees or business cards.

Lead capture is essential for any sales organization, as it allows you to quickly and easily gather contact information from potential customers. There are various lead capture tools available on the market, each with its own strengths and weaknesses. In this article, we'll look at the Lead Capture feature in SalesforceIQ CRM and evaluate its effectiveness for sales organizations.

The Lead Capture feature in SalesforceIQ CRM is designed to make it easy for salespeople to collect leads from their websites or blogs. All you need to do is add a few lines of code to your site or blog, and SalesforceIQ will automatically start capturing leads whenever someone visits your site or fills out a form on your site. You can also use the Lead Capture feature to manually import leads from other sources, such as trade show attendees or business cards.

Once captured, leads are immediately added to SalesforceIQ CRM so salespeople can follow up with them immediately. The Lead Capture feature includes several powerful features that make it easy for salespeople to qualify and track their leads:

  • New Leads View - This view gives salespeople quick access to all newly captured leads to prioritize follow-up efforts.   
  • Qualification Questions - These questions help salespeople quickly determine whether a lead is ready to be contacted.
  • Contact History Log - This log shows all past interactions between the salesperson and the lead, making it easy for salespeople to stay up-to-date on what's been happening with each lead.
  • Customizable Workflow Rules - These rules allow users.
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Benefits of Lead Capture in SalesforceIQ CRM

  1. Automatically capture leads from your website or blog.
  2. Manually capture leads from other sources, such as trade show attendees or business cards.
  3. Immediately adds captured leads to SalesforceIQ CRM so salespeople can follow up with them immediately.
  4. Several powerful features make it easy for salespeople to qualify and track their leads.
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Drawbacks of Lead Capture in SalesforceIQ CRM

  1. You need to add a few lines of code to your site or blog for it to work.
  2. Only works with SalesforceIQ CRM, so if you're using another CRM system, you'll need to export your leads and import them into SalesforceIQ.
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Best sales tools software for Lead Capture features

  • SalesforceIQ CRM - This tool makes it easy for salespeople to collect leads from their websites or blogs. All you need to do is add a few lines of code to your site or blog, and SalesforceIQ will automatically start capturing leads whenever someone visits your site or fills out a form on your site. 
  • LeadPages - LeadPages is a powerful lead capture tool that allows you to quickly and easily gather leads from your website or blog. All you need to do is add a few lines of code to your site, and LeadPages will automatically start capturing leads whenever someone visits your site or fills out a form on your site. 
  • OptinMonster - OptinMonster is a powerful lead capture tool that allows you to create beautiful opt-in forms that help you convert more visitors into leads and customers. You can use OptinMonster to create popups, slide-ins, floating bars, and other types of opt-in forms designed to grab attention and get results.

Mobile Access

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The Mobile Access feature is very useful for sales tools and software tools. It allows me to keep track of my sales pipeline and progress while I'm on the go. I can easily see which deals are close to closing and which need more work.

The Mobile Access feature is also great for keeping track of customer interactions. I can quickly add notes about a meeting or phone call and then refer back to them later when preparing for my next interaction with that customer. This helps me ensure I'm always providing the best possible service to my customers.

There are a few downsides to the Mobile Access feature, however. First, it can be difficult to find the information you're looking for if you don't know exactly what you're looking for. Second, the interface can be a bit clunky at times. But overall, these are minor quibbles compared to the benefits of Mobile Access.

Benefits Expand Collapse

Benefits of Mobile Access

  1. Keeps track of sales pipeline and progress while on the go.
  2. Allows for quick addition of notes about customer interactions.
  3. Helps ensure the best possible customer service by providing easy reference to past interactions.
  4. Provides a way to quickly add new leads and customers while away from the office.
  5. Allows managers to keep track of employee performance and activity levels while out of the office.
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Downsides of Mobile Access

  1. It can be difficult to find information if you don't know exactly what you're looking for.
  2. Interfaces can be clunky at times.
  3. It does not always capture the full context of a conversation or interaction.
Recommendations Expand Collapse

Best sales tools software for Mobile Access

The best in the market are sales tools software with mobile apps like Salesforce, Hubspot, and Pipedrive. 

If you need a CRM with a good mobile app, then Salesforce is the best choice. It's feature-rich and can be customized to fit your specific needs. The downside is that it can be expensive, especially if you need to add extras like marketing or customer support features.

If you're looking for an all-in-one sales platform with excellent mobile access, then Hubspot is a great option. It has everything you need to manage your sales pipeline and track progress. Plus, the price is very reasonable compared to other options on the market.

Pipedrive is another great option for those who need robust sales tools and software with mobile access. It's easy to use and provides many features for managing your sales pipeline. The only downside is that it doesn't have as many integrations as other options.

Performance Management

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Performance Management features are used to track and manage the performance of salespeople. They can set goals, measure progress, and give feedback. There are many different ways to use Performance Management features. Some software tools allow you to create customizations reports or scorecards. Others offer more comprehensive solutions that include training modules and coaching programs.

The important thing is to find a solution that fits your needs and budget. There is no one-size-fits-all solution for Performance Management; it all depends on your specific requirements. When it comes to tracking and managing the performance of salespeople, there are a few key factors you need to consider before settling on a particular solution - customization options, comprehensiveness, price point, etc.

Regarding customization options, some software will let you tailor-make reports or even scorecards specifically for how you want things done in your business. In contrast, others take a more general approach with less room for changeability. If you're someone who likes having full control over every minute detail, then obviously the former type would better suit your needs, whereas if time isn't as much of an issue, then perhaps going with the latter wouldn't be such a bad idea after all since they often come at lower costs.

Comprehensiveness is another biggie when choosing PM software because you want something effective and efficient, right? And by this, I mean does the program in question offer modules/programs for things like employee coaching? Because if not, then chances are good; it'll become yet another burdensome task added to your never-ending list of daily chores.

At the end of the day, though, I think what matters most is finding something that works FOR YOU - meaning don't get caught up on whether or not it has bells & whistles or whatever else everyone else seems to be talking about these days - base your decision off of actual results (or lack thereof).

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Benefits of Performance Management Software

  1. It can help you track and manage the performance of your salespeople. 
  2. It can help improve employee productivity through training modules or coaching programs.
  3. It can save you time and money by automating tasks such as goal setting, progress tracking, and feedback giving.
  4. Ensures that your sales team is always on the same page.
  5. Gives you the ability to see which areas need improvement and make necessary changes.
  6. Allows you to measure your salespeople's performance against specific goals. 
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Drawbacks of Performance Management Software

  1. It does not guarantee that your sales team will perform better. 
  2. It can be expensive, and the cost may not justify the benefits for some businesses. 
  3. There is no one-size-fits-all solution; different businesses have different needs. 
  4. Some software tools can be complicated, and learning how to use all the features may take time.
Recommendations Expand Collapse

Best sales tools software for Performance Management

There is no one-size-fits-all solution for Performance Management, but there are a few software tools that stand out from the rest. SalesforceIQ CRM is a popular choice among businesses of all sizes. It offers customized reports, scorecards, comprehensive training modules, and coaching programs. Zoho CRM is another good option for businesses that need more customization options. It has an extensive set of features and is very user-friendly.

If you need a simple, straightforward solution that won't break the bank, then Freshsales CRM is a good choice. It doesn't have all of the bells and whistles of the other options, but it's easy to use and affordable.

Sales Activity Management

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Sales Activity Management (SAM) features are designed to help sales organizations optimize their performance by automating and streamlining the process of tracking customer interactions, opportunities, and pipeline data. It is used for salesforce automation, customer relationship management (CRM), and marketing automation. 

The main purpose of SAM is to give sales managers visibility into their team's performance and help them identify areas of improvement. It also enables reps to track their own progress and compare it against company-wide or individual goals. Additionally, SAM can create custom reports showing how various factors (such as product mix, geographical location, deal size, etc.) affect the sales pipeline. 

There are several ways to use SAM features within a sales tool 

  • Use the Activity Dashboard feature to get an overview of all activities across your organization. This includes a count of new opportunities, deals closed, calls made/emails sent/meetings held, tasks completed, etc. 
  • Use the Pipeline Management feature to track the status of opportunities throughout the sales process. This includes stages such as lead generation, prospecting, and initial contact.

The main advantages are that SAM provides valuable insights into sales performance and can help improve your sales team's efficiency. Additionally, it offers a high degree of customization, so you can tailor the reports and dashboards to meet your specific needs. The main disadvantage is that some users find the interface difficult to use and navigate. Additionally, SAM features can be expensive to implement if you are not using a tool that already has them built-in (such as Salesforce).

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Benefits of Sales Activity Management

  1. Gives sales managers visibility into their team's performance.
  2. Helps identify areas of improvement.
  3. Enables reps to track their own progress against company goals.
  4. It can create custom reports on how various factors affect the sales pipeline.
  5. Ensures efficient sales processes.
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Downsides of Sales Activity Management 

  1. Some users find the interface difficult to use and navigate.
  2. SAM features can be expensive to implement if you are not using a tool that already has them built in.
  3. It does not provide a complete picture of your sales organization's performance if you are not using it in conjunction with other tools.
Recommendations Expand Collapse

Best sales tools software for Sales Activity Management features

  • Salesforce - offers a comprehensive suite of SAM features that are easy to use and customize. Additionally, it integrates with many other sales tools to get a complete picture of your team's performance.
  • Zoho CRM - also offers an extensive set of SAM features, including pipeline management, activity tracking, and custom reports. However, some users find the interface confusing and difficult to navigate. 
  • Pipedrive - is a more affordable option that still provides all the essential SAM features you need. It has an intuitive interface that is easy to use and customizable reports.

Task Management

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Task Management features are designed to help you keep track of your sales tasks and goals. You can use them to create a sales pipeline, set deadlines, assign team members to specific tasks, and track the progress of your sales efforts.

Use Task Management features in your sales tools software tool in many different ways. For example, you can use them to

  • Create a sales pipeline - A sales pipeline is a visual representation of your sales process. It shows a sale's stages, from initial contact with a customer until the deal is closed. By creating a sales pipeline, you can see at a glance where each sale is in the process and what needs to be done next. This helps you prioritize your work and ensure that deals don’t fall through the cracks.
  • Set deadlines - Deadlines help ensure that deals move forward promptly. By setting deadlines for each sale stage, you can ensure that deals close within an acceptable time frame. Assign team members to specific tasks When multiple people are working on a sale, it’s important to assign specific tasks, so everyone knows who is responsible for what. This prevents confusion and ensures that everyone stays focused on their part of the job. Progress tracking helps you identify which parts of the sale are going well and which need improvement. This information can fine-tune your selling strategy to close more deals more efficiently.

The main advantages of using Task Management features in your sales tools software tool are that they can help you close more deals and improve your selling efficiency. By creating a sales pipeline, setting deadlines, assigning team members to specific tasks, and tracking progress, you can ensure that each sale moves forward smoothly and efficiently.

There are a few potential drawbacks to using Task Management features as well. First, if not used correctly, they can create a lot of work for you. For example, if you set too many deadlines or assign too many people to a single task, it can be difficult to keep track of everything. Second, if you rely too heavily on these features, you may miss important details about a sale that could lead to its downfall. Finally, some people find the whole process of managing tasks overwhelming and prefer not to use them at all.

Benefits Expand Collapse

Benefits of Task Management for Sales Tools

  1. It can help you close more deals.
  2. Helps you improve your selling efficiency.
  3. Can make sure that each sale moves forward smoothly and efficiently.
  4. Ensures that deals don’t fall through the cracks.
  5. Provides a visual representation of your sales process.
  6. It allows you to see where each sale is in the process at a glance.
  7. It can help you prioritize your work.
Drawbacks Expand Collapse

Drawbacks of Task Management for Sales Tools

  1. Sometimes it creates more work.
  2. It can be difficult to keep track of everything if not used correctly.
  3. You may miss important sales details if you rely too heavily on these features.
  4. The process of managing tasks can be overwhelming for some people.
Recommendations Expand Collapse

Best sales tools software for Task Management

The best sales tools software for Task Management allows you to customize the features to fit your specific needs. Look for a tool that offers a variety of ways to use the features, such as creating a sales pipeline, setting deadlines, assigning team members to tasks, and tracking progress. In addition, choose a tool that is easy to use and has a user-friendly interface.

The top picks in the market are

  • Salesforce CRM Salesforce, a popular CRM software that offers a variety of features for managing sales tasks. You can use it to create a sales pipeline, set deadlines, assign team members to tasks, and track progress. In addition, the software is easy to use and has a user-friendly interface.
  • Zoho CRM Zoho is another popular CRM software that offers similar features to Salesforce. However, it also includes unique features such as lead management and forecasting. Like Salesforce, Zoho is easy to use and has a user-friendly interface.

Commission Management

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Commission Management features are designed to help you keep track of your sales commissions and those of your employees. This can be a helpful tool if you need to stay on top of how much commission you're owed or if you're trying to figure out whether or not an employee is meeting their quota. A few different Commission Management features are available in most sales tools software programs. 

The first is the ability to set commission rates for each product or service you sell. This way, you can ensure that everyone is getting the same percentage of the sale and no one is being shortchanged. The second feature is the ability to track actual sales numbers against quotas. This can be helpful in two ways. First, it lets you see which employees are falling behind on their quotas; second, it lets you know if someone's quota is too high and needs to be readjusted.

 The third feature is the ability to create reports on commission payments. These reports can include information such as who received what payment, when they received it, and how much they earned overall. This information can be valuable when it comes time to dole out bonuses or raises - knowing who did well (and by how much) makes it easier to justify these decisions financially.

Overall, Commission Management features can be very helpful for keeping track of your own earnings and those of your employees. However, a few drawbacks are worth considering before using this software tool. Some of them are

Commission Management features can be time-consuming to set up and maintain. If you have a lot of products or services or a large team of salespeople, setting commission rates and tracking actual sales figures can become quite cumbersome.

The reports generated by Commission Management software might not always be accurate. This is because employees may not accurately report their sales numbers or forget to include certain items in their reports (such as discounts given to customers). These reports should only be used as general guidelines rather than hard-and-fast rules.

Commission Management features can create discord among employees if not used correctly. For example, if two employees are selling the same product, but one is earning a higher commission rate than the other, this could cause tension. Similarly, if an employee feels their quota is too high or too low relative to others, this could lead to team conflict. Therefore, it's important to use Commission Management features to promote harmony rather than disharmony among your staff members.

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Benefits of Commission Management features

  1. It can help you keep track of your own sales commissions, as well as those of your employees.
  2. It allows you to see which employees are falling behind on their quotas.
  3. It lets you know if someone's quota is too high and needs to be readjusted.
  4. Ensures that everyone is getting the same percentage of the sale.
  5. It makes it easier to justify these decisions financially due to generated reports.
Drawbacks Expand Collapse

Downsides of Commission Management features 

  1. It can be time-consuming to set up and maintain.
  2. Reports generated might not always be accurate due to employees potentially not reporting their sales numbers accurately. 
  3. It can create discord among employees if not used correctly, leading to tension between employees.
Recommendations Expand Collapse

Best sales tools software for Commission Management features

There is no best software for Commission Management features, as it depends on what you are looking for and your needs. When choosing a sales tool software, you may want to consider how many products or services you have, how big your team of salespeople is, ease of use, the accuracy of reports, and if the tool promotes harmony among employees.

The best in the market is

  • Salesforce Sales Cloud - offers Commission Management features such as setting up commission rates, tracking actual sales numbers against quotas, and generating reports. 
  • Zoho CRM - also offers Commission Management features such as setting up commission rates, tracking actual sales numbers against quotas, and generating reports. In addition, Zoho CRM has a Quota Attainment feature, allowing you to see how each employee performs against their quota in real time. 
  • Insightly - offers Commission Management features such as creating commission rules for different products or services and automatically calculating commissions based on those rules.

Content Management

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Content Management (CM) features are important for keeping sales tools organized and up-to-date. I use a software tool to manage my sales pipeline, contact lists, customer profiles, proposals, and presentations in one place. This saves me time and ensures I always work with the most current information.

There are several things to consider when using CM features in a sales tool. First, you must decide how much control you want over the content. Do you want to be able to edit everything yourself, or do you want your team members to be able to contribute? Second, you need to consider what format your content will be in - will it be text documents, spreadsheets, presentations, or something else? Finally, you need to decide how often you'll update your content; if it's constantly changing (e.g., daily), automated updates may be necessary.

The benefits of having CM features in a sales tool are clear - they save time and ensure accuracy. However, there are some potential drawbacks as well. First, if you're not careful with permissions, people who shouldn't have access could make changes that mess things up for everyone else (or worse). Second, if your content is sensitive or confidential, you'll need to take extra steps to protect it. Third, keeping track of all the different versions can be difficult if your content is complex and frequently changes. Lastly, automation can sometimes lead to unintended consequences and errors, for example, if an automatic update deletes critical data by mistake.

Overall, Content Management features are extremely useful to keep your sales tool organized and up to date however they can also become tricky to manage effectively, especially with large teams or complex workflows.

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Benefits of Content Management features in a sales tool

  1. Saves time.
  2. Ensures accuracy.
  3. Allows for easy collaboration.
  4. Provides a central location for all sales information.
  5. Gives you control over who can access and make changes to your content.
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Drawbacks of Content Management features in a sales tool

  1. Sometimes people with too much access can make changes that screw things up for everyone else.
  2. If your content is sensitive or confidential, you must take extra steps to protect it.
  3. It can be difficult to keep track of all the different versions if your content is complex and changing frequently.
  4. Automation can sometimes lead to unintended consequences and errors, for example, if an automatic update deletes critical data by mistake.
Recommendations Expand Collapse

Best sales tools software for Content Management features

There are a few different software options available that offer Content Management features for sales tools. I've used two of the most popular ones - Salesforce and HubSpot - and they both have their pros and cons.

  • Salesforce is a great option if you're looking for something with many features and customization options. However, it can be difficult to use if you're not familiar with CRM software, and it's not the cheapest option on the market.
  • On the other hand, HubSpot is much easier to use (in my opinion) and has a free plan that includes basic CM features. The downside is that it doesn't have as many bells & whistles as Salesforce, but this won't be an issue for most people.

Overall, I would recommend HubSpot if you're just starting to use CM features in a sales tool. It's less expensive and easier to use than Salesforce and has all the basic features you'll need. If you need more advanced features, you can always upgrade to a paid plan or switch to Salesforce.

Contract/License Management

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Contract/License Management is a critical feature of any sales tools software tool. It allows you to keep track of your customers' contracts and licenses and manage and enforce them. This is essential for keeping your customer base happy and ensuring that they use your product in the way you intended.

There are two main ways to use this feature manually or automatically. Managing contract/license information can be time-consuming, but it gives you more control over the process. Automatically managing contract/license information is faster and easier, but it may not be as accurate or up-to-date as manual management.

The choice of how to use Contract/License Management features depends on your needs and preferences. If accuracy and up-to-dateness are most important, then manual management is probably the best option. However, if speed and ease of use are more important, automatic management is likely the better choice.

It is important to note that some sales tools software tools offer both manual and automatic Contract/License Management features. In these cases, it is often best to use the tool's default setting (usually automatic) and customize it as needed. This way, you'll get the benefits of both methods without putting in the extra effort.

In summary, Contract/License Management features are essential for any sales tools software tool. They allow you to keep track of your customers' contracts and licenses and manage and enforce them. The choice of how to use these features should be based on your needs and preferences.

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Benefits of Contract/License Management

  1. Allows you to keep track of your customers' contracts and licenses.
  2. It gives you more control over the process.
  3. Automatically managing contract/license information is faster and easier.
  4. Ensures that customers are using your product as you intended.
  5. Gives you the benefits of both methods without extra effort.
Drawbacks Expand Collapse

Drawbacks of Contract/License Management

  1. Sometimes it can be time-consuming.
  2. It may not be as accurate or up-to-date as manual management.
  3. It does not offer the same level of customization as manual management.
Recommendations Expand Collapse

Best sales tools software for Contract/License Management

There are many different sales tools and software available on the market, so it's hard to make a definitive statement about which one is best for Contract/License Management. However, based on my experience and research, I would recommend Salesforce CRM or HubSpot Sales.

Salesforce CRM offers great Contract/License Management features, including keeping track of customer contracts and licenses, managing them easily, and enforcing them automatically. Additionally, Salesforce CRM is highly customizable so that you can tailor it to your needs.

HubSpot Sales also has excellent Contract/License Management capabilities. It also allows you to keep track of customer contracts and licenses and manage and enforce them automatically. However, HubSpot Sales does not offer as much customization as Salesforce CRM; nevertheless, it may be a better choice for users who prefer an easier-to-use interface.

Customizable Fields

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Customizable Fields is a feature that allows you to change the order, name, and data type of fields in your sales tools software. This is useful if you want to track different types of information or if you want to reorganize your sales process. The Customizable Fields feature is very helpful for tracking different types of information. For example, I can easily add a field for Prospect Status to track whether a prospect is interested, qualified, or closed. I can also add custom fields for products or services to track which products or services my prospects are interested in.

The main advantages are that it helps you track different types of information and that it makes your sales process more organized. However, the main disadvantage is that it can be time-consuming to set up custom fields. Overall, I think the Customizable Fields feature is very helpful for salespeople who want to track different information or reorganize their sales process.

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Benefits of Customizable Fields

  1. Allows you to track different types of information.
  2. Makes your sales process more organized.
  3. It can save time in the long run by seeing all relevant information in one place.
  4. Provides an easy way to add or remove fields as your needs change.
  5. Ensures that your data is consistent across all sales tools and software.
Drawbacks Expand Collapse

Drawbacks of Customizable Fields

  1. It can be time-consuming to set up custom fields.
  2. Sometimes, it can be difficult to remember which fields you've added and what information they contain.
  3. Changing the order of fields can confuse users accustomed to the old order.
Recommendations Expand Collapse

Best sales tools software for Customizable Fields

  • Salesforce CRM - Salesforce provides an easy-to-use interface for setting up custom fields. You can also use Salesforce's Field Tracker feature to track which fields you've added and what information they contain.
  • Zoho CRM - Zoho offers a similar interface to Salesforce for setting up custom fields. However, Zoho's Field History feature is more user-friendly and allows you to easily see which fields you've added and what information they contain.

If you need a more organized sales process, then the Customizable Fields feature is very helpful. However, if you don't need to track different types of information or are not interested in reorganizing your sales process, this feature may not be worth the time investment.

Email Management

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Email Management features help you manage your email inboxes more effectively. They can be used to automatically sort and categorize emails and set up filters so that only certain types of emails are delivered to your inbox. Email Management features can also help you track who is sending you the most email and when so that you can prioritize your responses accordingly.

You can use Email Management features in your sales tools software tool in a few different ways. The first is by using them to sort and categorize emails automatically. This can be a great way to keep your inbox organized and ensure that only the most important emails are getting through. You can also use these features to set up filters so that only certain emails are delivered to your inbox. This is especially useful if you're trying to reduce the spam or promotional material you receive. Finally, Email Management features can also help you track who is sending you the most email and when so that you can prioritize your responses accordingly.

The main advantages are that it can help you manage your email inbox more effectively and efficiently. It can also save you time by automatically sorting and categorizing emails and setting up filters to limit the emails delivered to your inbox. The main disadvantages are that some users may find the features intrusive or overly complex. Additionally, if you're not careful with the settings, you could miss important emails or even accidentally delete them.

Benefits Expand Collapse

Benefits of Email Management Features

  1. It can help you manage your email inbox more effectively and efficiently.
  2. It can save you time by automatically sorting and categorizing emails and setting up filters to limit the emails delivered to your inbox.
  3. It can help you track who is sending you the most email and when so that you can prioritize your responses accordingly.
  4. Allows you to customize your inbox to suit your needs better.
  5. Gives you more control over the emails that you receive.
Drawbacks Expand Collapse

Drawbacks of Email Management Features 

  1. Some users may find the features to be intrusive or overly complex. 
  2. If you're not careful with the settings, you could miss important emails or even accidentally delete them.
  3. It does not guarantee that you will never receive spam or promotional emails.
Recommendations Expand Collapse

Best sales tools software for Email Management Features

The best sales tools software for Email Management features is the one that best suits your needs. If you're looking for a simple way to manage your email inbox, then a tool like Microsoft Outlook might be a good choice. However, suppose you're looking for more advanced features, such as tracking who is sending you the most email or setting up filters to limit the types of emails delivered to your inbox. In that case, a tool like Salesforce Inbox might be a better option.

Field Sales Management

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Field Sales Management features are used to manage and oversee salespeople who work in the field. This includes tracking sales numbers, managing employee schedules, and setting goals. The Field Sales Management feature is a great way to keep track of your sales team and ensure they are meeting their goals. However, there are some downsides to using this feature.

This feature is used for managing and overseeing salespeople who work in the field. This includes tracking sales numbers, managing employee schedules, and setting goals. The main advantages are that it allows you to keep track of your sales team and ensure they meet their goals. However, there are some disadvantages to using this feature as well.

The main advantage of Field Sales Management features is that it helps managers keep track of salespeople's progress and productivity. The tracking system can help identify areas where a salesperson may be falling behind or not meeting their goals. Additionally, managing employee schedules can help ensure that everyone on the team is properly utilized and productive. Finally, setting goals for the field sales team can provide motivation and direction for employees. 

The primary disadvantage of Field Sales Management features is that they require a significant amount of time and effort to set up and maintain. To get the most out of these features, managers need to spend a lot of time inputting data and configuring settings. Additionally, it can be difficult to troubleshoot if something goes wrong with the system without expert assistance.

Benefits Expand Collapse

Benefits of Field Sales Management features

  1. Helps managers keep track of salespeople's progress and productivity.
  2. The tracking system can help identify areas where a salesperson may be falling behind or not meeting their goals.
  3. Managing employee schedules can help ensure that everyone on the team is properly utilized and productive.
  4. Setting goals for the field sales team can provide motivation and direction for employees.
  5. Ensures that salespeople are meeting their goals.
Drawbacks Expand Collapse

Disadvantages of Field Sales Management features

  1. It does not come without some disadvantages.
  2. Requires significant time and effort to set up and maintain. 
  3. To get the most out of these features, managers need to spend a lot of time inputting data and configuring settings. 
  4. troubleshooting can be difficult if something goes wrong with the system without expert assistance.
Recommendations Expand Collapse

Best sales tools software for Field Sales Management features

Overall, the Field Sales Management feature is a great way to keep track of your sales team and ensure they meet their goals. However, there are some downsides to using this feature. If you are willing to invest the time and effort into setting up and maintaining this system, it can be a valuable tool for managing your field sales team.

The top picks in the market are

  • Salesforce - which offers a comprehensive set of features for managing your field sales team, including tracking progress and productivity, setting goals, and managing employee schedules. However, setting up and maintaining requires significant time and effort.
  • Zoho - another popular option for managing field sales teams with similar features to Salesforce. It is slightly less expensive and may be easier to use than Salesforce but it still requires a fair amount of time and effort to manage effectively.
  • Pipedrive - a lower-cost alternative that offers many of the same features as Salesforce and Zoho but is simpler to use.

Interaction Tracking

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Interaction Tracking features are an important aspect of any sales tools software tool. They allow you to keep track of your interactions with potential customers and help you to identify areas where you need to improve your communication or follow-up.

There are a few different ways that interaction tracking features can be used.

  • Keep track of the number of interactions you have had with each potential customer. This can help identify which prospects are more engaged and worth pursuing further. Additionally, it can help you to see patterns in how often certain types of interactions (e.g., phone calls and emails) result in conversions.
  • To gauge the effectiveness of your communications with each prospect. By tracking both the content and timing of your interactions, you can start to get a sense for what kinds of messages are most likely to lead to a sale. This information can then be used to fine-tune your sales pitch and approach.
  • To monitor changes in a prospect's level of interest over time. If you notice that someone who was once very responsive suddenly goes dark, it may indicate that they've lost interest or found a better deal elsewhere. Conversely, if someone previously unresponsive becomes much more receptive after receiving one of your communications, it could mean they're finally ready to buy.

The main advantages are that interaction tracking features offer valuable insights that can be used to improve your sales strategy and close more deals. However, there are a few potential drawbacks to consider as well. They can add another layer of complexity to your sales process. If you're not carefully monitoring your interactions, it's easy to get lost in the data and lose sight of what's important (i.e., closing deals). They require a certain degree of discipline to use effectively. For interaction tracking features to be helpful, you must consistently input data and review your results regularly. This can be difficult to do if you're already busy trying to sell products or services. 

There is always the risk that prospects will discover they're being tracked and become turned off by it. Although this is unlikely if you're using interaction tracking features purely informationally (i.e., not trying to sell them anything), some people may feel like they're being watched too closely if they know their every move is being monitored.

Overall, interaction tracking features can be a helpful addition to your sales toolkit, but they're not right for everyone. If you're willing to put in the time and effort to use them effectively, they can provide valuable insights to help you close more deals. However, if you're not sure you're ready to use them regularly, it may be best to stick with simpler sales tools.

Benefits Expand Collapse

Benefits of Interaction Tracking Features

  1. It can offer valuable insights into which prospects are more engaged and worth pursuing.
  2. It can help you to see patterns in how often certain types of interactions result in conversions.
  3. It can be used to gauge the effectiveness of your communications with each prospect.
  4. It can help you monitor changes in a prospect's level of interest over time. 
  5. Provides valuable data that can be used to improve your sales strategy.
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Drawbacks of Interaction Tracking Features 

  1. It can add another layer of complexity to your sales process.
  2. If you're not carefully monitoring your interactions, it's easy to get lost in the data and lose sight of what's important.
  3. They require a certain degree of discipline to use effectively.
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Best sales tools software for Interaction Tracking features

The top picks in the market are SalesforceIQ, HubSpot Sales, and Pipedrive. All three have great features when it comes to tracking interactions. However, they each have their own unique advantages.

  • SalesforceIQ - If you're looking for a sales tool that offers robust interaction tracking features, SalesforceIQ is a good option to consider. It allows you to keep track of your interactions with customers in various ways, including through email threads, meeting notes, and task lists. Additionally, it provides valuable insights into which communications are most likely to lead to conversions.
  • HubSpot Sales -  is another excellent choice for businesses that want powerful interaction tracking capabilities. It includes features such as contact timelines and Meeting Scheduling Assistant that make it easy to keep track of your interactions with prospects. Plus, its advanced reporting tools allow you to see which communications are most effective at moving prospects through the sales funnel. 
  • Pipedrive - is a great option for businesses that need flexible interaction tracking features. It allows you to customize how you track your interactions by creating custom fields and adding them to deals or contacts records. This makes it easy to track any information important to your business - whether it's the number of phone calls or emails sent.

Inventory Management

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Inventory Management features for your sales tools software tool are a great way to keep track of your inventory and ensure that you have the products you need in stock. This can be helpful if you are selling products online or in a brick-and-mortar store. This feature is used in several ways like setting up and managing reorder points, keeping track of product expiration dates, and monitoring inventory levels.

There are several things to consider in choosing Inventory Management features like ease of use, customization, and automation. Each company has different sales and software tools needs, so it's important to consider your specific needs before choosing a feature.

  • Ease of Use - One thing to remember when choosing an Inventory Management feature is how easy it is to use. If you're unfamiliar with this type of software, you'll want to choose an easy feature to set up and use. Otherwise, you may be frustrated trying to figure out how to use the features properly.
  • Customization - Another thing you'll want to consider when choosing an Inventory Management feature is whether or not it can be customized. Some companies have very specific requirements for their sales tools software tool so they need a feature that can be customized specifically for their needs. Other companies may prefer a general approach where they can add or remove features without worrying about customizing everything.
  • Automation The last thing you should consider when choosing an Inventory Management feature is whether or not the system can be automated. This means that once you've set up the initial parameters, the system will automatically keep track of your inventory levels and reorder products as needed. This can save you time and hassle in the long run since you won't have to manually check your inventory levels all the time.

The main advantages of this feature are that it can save you time and hassle by automating the process of keeping track of your inventory. In addition, it can also help you make sure that you always have the products that you need in stock. The main disadvantage of this feature is that it may be difficult to set up and use if you're unfamiliar with using such software. In addition, some companies may prefer a more customized approach to their sales tools software tool so they might not find this feature useful.

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Benefits of Inventory Management features for your sales tools software tool

  1. Saves time by automating the process of keeping track of inventory.
  2. It can help ensure you always have the products in stock.
  3. It can be customized to fit specific company needs.
  4. Ensures accuracy in inventory records.
  5. Provides a history of inventory levels.
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 Drawbacks of Inventory Management features for your sales tools software tool.

  1. It may be difficult to set up and use if you're unfamiliar with such software.
  2. Some companies prefer a more customized sales tools software tool approach.
  3. It does not guarantee that products will never go out of stock.
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Best sales tools software for Inventory Management features

The best sales tools software for Inventory Management features would be the easiest to use and can be customized to fit specific company needs. In addition, the software should also provide a history of inventory levels so you can see how your stock has changed over time.

The top picks in the market are

  • Zoho Inventory - is a cloud-based inventory management software that helps businesses streamline their inventory operations. It offers features like real-time tracking, automated reordering, and barcode scanning. In addition, it has a free trial, so you can try it out before deciding if it's the right fit for your business.
  • TradeGecko - is another cloud-based inventory management software that helps businesses automate their inventory operations. It offers features such as order and stock level alerts, automatic purchase orders, and product bundles. In addition, it also has a free trial, so you can decide if it's the right fit for your business before committing to a paid plan.

Pipeline Management

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Pipeline Management is a feature of sales tools software that allows users to manage their sales pipeline. This can include creating and managing leads, tracking opportunities, and converting prospects into customers. Pipeline Management features can help sales teams keep track of their progress and performance and identify areas for improvement.

This feature tracks sales deals' progress through each stage of the sales process. In most cases, Pipeline Management features are used in conjunction with a CRM (Customer Relationship Management) system. This gives sales teams a complete view of their pipeline and customers. It is also used for sales forecasting and performance tracking.

There are several things to consider when choosing your Pipeline Management. 

  • Do you want a visual representation of your pipeline? 
  • Can the software integrate with your CRM? 
  • What are reporting and analytics features available? 
  • How user-friendly is the interface? 

The main advantages of this feature are that it can help sales teams stay organized and on track. It can also provide valuable insights into the sales process, which can help identify areas for improvement. Pipeline Management features can also make it easier to forecast sales and track performance.

However, there are a few disadvantages to consider as well. First, Pipeline Management features can sometimes be complex and overwhelming. This is especially true if you are unfamiliar with CRM systems or data analytics. Additionally, this feature may not be necessary for all businesses – depending on your industry and the company's size, a CRM system may suffice. Finally, some users have reported that Pipeline Management software can be expensive – though this will vary depending on your chosen software tool.

Pipeline management features in sales tools software allow users to manage their pipeline by creating and tracking lead opportunities and customer conversions. While these features offer advantages such as organization, analytical insights, and forecasting abilities for businesses- they may also present disadvantages, including complexity, expense, and potential overkill for small businesses that might do just fine with a CRM alone.

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Benefits of Pipeline Management for sales teams

  1. It can help sales teams stay organized and on track. 
  2. It can also provide valuable insights into the sales process, which can help identify areas for improvement. 
  3. It can make it easier to forecast sales and track performance.
  4. Provides a visual representation of your pipeline. 
  5. Can integrate with CRM software. 
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Pipeline Management disadvantages 

  1. It may be complex and overwhelming, especially if you are unfamiliar with CRM systems or data analytics. 
  2. This feature may not be necessary for all businesses – depending on your industry and the company's size.
  3. It can be expensive – though this will vary depending on your chosen software tool.
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Best sales tools software for Pipeline Management

The best sales tools and software for Pipeline Management will vary depending on your specific needs. However, some popular options include Salesforce CRM, HubSpot Sales, and Zoho CRM.

  • Salesforce CRM - offers a comprehensive solution for sales teams of all sizes. It includes lead and opportunity management, deal tracking, forecasting, and more features. 
  • HubSpot Sales - is a popular choice for small businesses. It offers basic pipeline management features and integrations with HubSpot's marketing and customer service software. 
  • Zoho CRM - another option offering a wide range of features for sales teams. These include lead and contact management, deal tracking, automation tools, and more.

Billing & Invoicing

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Billing & Invoicing is one of the most important features of any sales tool. It allows you to manage your finances, keep track of payments and invoices, and send out invoices to customers. This feature is essential for any business owner or salesperson who wants to keep track of their finances and stay organized.

There are a few different ways that you can use Billing & Invoicing features in your sales tools software tool. The first way is by using the built-in billing system. This system will allow you to create invoices, manage payments, and send out bills to customers within the software. The second way is by integrating with a third-party billing service such as QuickBooks or Xero. This will allow you to manage your finances outside the software but still have all your data accessible from within the tool.

There are many benefits of using Billing & Invoicing features in your sales tools software. First, it helps you keep track of your finances to stay organized and on top of things financially. Second, it allows you to invoice customers directly from within the tool, making it much easier and faster than manually doing it yourself. Third, integrate with a third-party billing service like QuickBooks or Xero. All your financial data will be available inside the tool – making it even easier for you to keep track of everything financially.

However, some drawbacks to using Billing & Invoicing features in your sales tools software. First, if you don't have much experience with financial software, it can be confusing and overwhelming to use. Second, if you're not careful, it's easy to accidentally create duplicate invoices or make other mistakes that can cost you money. Finally, suppose you're not using a third-party billing service like QuickBooks or Xero. In that case, all of your financial data will be stored inside the tool – which means that if something happens to the tool (like it crashes or is deleted), all of your financial data could be lost forever.

The benefits of using Billing & Invoicing features in your sales tools software far outweigh the drawbacks. This feature is worth considering if you're looking for an easy way to keep track of your finances and stay organized.

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Benefits of Billing & Invoicing

  1. Keep track of your finances so you can stay organized.
  2. Allows you to invoice customers directly from within the tool.
  3. Integrating with a third-party billing service will make your financial data available inside the tool.
  4. Provides an easy way for you to keep track of your finances.
  5. Ensures that all of your financial data is stored in one place.
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Drawbacks of Billing & Invoicing  

  1. It can be confusing and overwhelming to use at first if you don't have much experience with financial software.
  2. It's easy to accidentally create duplicate invoices or make other mistakes that can cost you money.
  3. If you're not using a third-party billing service, your financial data could be lost forever.
Recommendations Expand Collapse

Best sales tools software for Billing & Invoicing

There are a few different sales tools and software options on the market, but the one that we recommend for billing and invoicing is QuickBooks. QuickBooks is a comprehensive financial management tool that can help you keep track of your finances, create invoices, manage payments, and send out bills to customers – all from within the software itself. Plus, if you integrate QuickBooks with a third-party billing service like Xero or Freshbooks, all your financial data will be available inside the tool – making it even easier for you to keep track of everything financially.

Document Management

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Document Management features keep track of important sales documents, contracts, and other files. This is a critical feature for any sales team, as it allows you to stay organized and efficient.

There are many ways to use Document Management features in your sales tools software. One way is to use them to create a document repository. This is a great way to keep all your important sales documents in one place so you can easily find them when needed. Another way to use Document Management features is to manage your contract workflow. This can help you track which contracts are up for renewal and which need to be renegotiated.

The Document Management features in your sales tools software can be extremely helpful in keeping your sales process organized and efficient. However, there are some drawbacks that you should be aware of before using this feature. First, if not used properly, Document Management features can make it more difficult to find the information you need when you need it most. Second, document management features can lead to data loss or corruption if not managed correctly.

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Benefits of Document Management features

  1. Keeps important sales documents organized and in one place.
  2. Helps manage contract workflow.
  3. It can save time by making it easier to find information when you need it most.
  4. Ensures that important sales data is not lost or corrupted.
  5. Provides an easy way to share sales documents with other team members.
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Drawbacks of Document Management features

  1. It can make it more difficult to find information if not used properly. 
  2. This can lead to data loss or corruption if not managed correctly.
  3. It does not provide any sales or marketing automation features.
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Best sales tools software for Document Management features

There are many different sales tools and software options on the market, but not all offer robust Document Management features. Salesforce CRM is a great option for businesses that need powerful Document Management features. HubSpot Sales is another excellent choice for businesses that want to manage their contract workflow and keep track of important sales documents.

Email Marketing

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Email Marketing is a great way to keep in touch with your customers and prospects. It can also be used to promote special sales or events, announce new products or services, or provide valuable information that will keep your customers coming back for more.

When using Email Marketing features for your sales tools software tool, there are a few things to consider.

  • Make sure you have permission from the recipient before sending them any emails. This includes ensuring they have opted-in to receive communications from you.
  • Keep your email content relevant and useful. Don't bombard recipients with too much information or try to sell them on every product or service you offer. Instead, focus on providing value and building relationships.
  • Make it easy for recipients to unsubscribe from your emails if they no longer wish to receive them. Include an unsubscribe link in every email so people can opt out at any time.

The main advantages of this feature are that it's a great way to keep in touch with your customers and prospects, and it can be used to promote special sales or events. It's also relatively inexpensive compared to other marketing channels, such as print ads or television commercials.

The main disadvantages of this feature are that you need permission from recipients before sending them emails, and you have to be careful not to bombard them with too much information or try to sell them on every product or service you offer. Additionally, some people may find promotional emails annoying and unsubscribe from your list if they receive too many.

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Benefits of Email Marketing

  1. Great way to keep in touch with customers and prospects.
  2. It can be used to promote sales or events.
  3. Inexpensive compared to other marketing channels.
  4. Ensures customers are kept up-to-date on the latest products/services.
  5. Gives customers the option to unsubscribe at any time.
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Drawbacks of Email Marketing

  1. It may annoy some customers if they receive too many promotional emails.
  2. You need permission from recipients before sending them emails.
  3. It does not guarantee customers will see your message.
  4. It may be considered spam if not done correctly.
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Best sales tools software for Email Marketing

In general, any sales tools software that offers Email Marketing features should work well for this purpose. However, some software tools are better suited for email marketing than others. For example, HubSpot Sales and Pardot offer robust email marketing features specifically designed for sales teams.

  • HubSpot Sales - offers a variety of email templates for different types of messages, allows you to personalize emails with merge tags, and provides real-time tracking so you can see when recipients open your emails.
  • Pardot - also offers a variety of email templates and merge tags for personalization but goes one step further by allowing you to automate your email marketing campaigns based on specific criteria such as lead score or engagement history.

Document Storage

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Document Storage features many software tools that allow you to store your documents electronically. This can be useful for sales tools as it lets you keep track of your customer relationships and deal details in one place. This feature is used in several ways like creating and storing customer profiles, contracts, proposals, etc.

There are several things to consider in choosing your Document Storage, like the type of files you'll be storing, security and accessibility features, ease of use, and integration with your sales tools.

There are many benefits to using Document Storage for your sales tools. It can help you keep track of all your customer details in one place, make it easy to find the documents you need, and save time by not having to search through physical files. Additionally, it can help you stay organized and efficient in your workflows.

However, there are also some drawbacks to consider. One is that if you lose access to your electronic storage device or if it crashes, you could lose all your stored documents. Another potential downside is that document storage can add another layer of complexity to an already complex sales process - making it difficult to find the right information at the right time. Finally, depending on the security features offered by your chosen tool, there may be a risk that unauthorized individuals could access confidential information.

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Benefits of Document Storage

  1. Keeps track of all customer details in one place.
  2. Makes it easy to find documents.
  3. Saves time by not having to search through physical files.
  4. Helps you stay organized and efficient in your workflows.
  5. Ensures documents are accessible from anywhere.
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Drawbacks of Document Storage

  1. If you lose access to your electronic storage device or if it crashes, you could lose all your stored documents.
  2. Document storage can add another layer of complexity to an already complex sales process. 
  3. There may be a risk that unauthorized individuals could access confidential information.
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Best sales tools software for Document Storage

Many software options are available for document storage, so choosing the one that best meets your needs is important. Some things to consider include the type of files you'll be storing, security and accessibility features, ease of use, and integration with your sales tools.

The top picks in the market are

  • Dropbox is a cloud-based file storage and sharing service that offers 2GB of free storage with paid plans offering up to 100GB of space. It integrates with various sales tools, including Salesforce, Zendesk, and Pipedrive. Dropbox also offers robust security features, such as two-factor authentication and password protection for shared links.
  • Google Drive is a cloud-based file storage and synchronization service with 15GB of free storage. It integrates with popular sales tools such as Salesforce, HubSpot, and Zoho CRM. Google Drive offers advanced security features like two-step verification and data loss prevention (DLP). However, it should be noted that DLP is only available on the enterprise version of Google Drive.
  • Microsoft OneDrive is a cloud-based file storage and sharing service with 5GB of free storage. It integrates with several Microsoft products, including Office 365 and SharePoint Online. OneDrive also has good security features like multi-factor authentication (MFA) for business accounts.

Email Templates

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Email Templates is a feature that allows you to manage and customize email templates for your sales tools. This can be useful if you want to create custom emails for different situations or if you want to reuse email templates across multiple sales tools.

The Email Templates feature is located in the Settings menu of your sales tool. To access it, click on the gear icon in the top right corner of your screen and select Email Templates from the drop-down menu. You can create or edit new email templates on the Email Templates page. To create a new template, click on the New Template button and enter a name for your template. Then, type out the body of your email in the editor box below. You can use any available formatting options to format your text as needed. Once you're happy with your template, click on the Save button to save it. You can then access saved templates by clicking on their names in the left sidebar of this page.

The main advantages of this feature are that it allows you to customize emails for different situations and saves you time by allowing you to reuse email templates. However, there are a few disadvantages to using this feature as well. First, if you want to use the same template across multiple sales tools, you'll need to manually copy and paste your template into each tool's Email Templates page. This can be time-consuming and tedious. Additionally, suppose you make changes to a template in one sales tool. In that case, those changes will not be reflected in other tools unless you manually update the template in each tool separately. Finally, some users have reported issues with the formatting of their templates when they try to save them or when they access them from other sales tools.

Overall, the Email Templates feature is a helpful way to manage custom email templates for your sales tools. However, there are some potential drawbacks that you should keep in mind before using this feature.

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Benefits of Email Templates

  1. Allows you to manage and customize email templates for your sales tools.
  2. It can save you time by allowing you to reuse email templates across multiple sales tools.
  3. Ensures your templates are always up-to-date by automatically copying changes from one sales tool to other tools.
  4. Gives you the ability to format your templates using rich text formatting options.
  5. Allows you to preview your template before saving it.
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Disadvantages of Email Templates

  1. Preparing your template into each sales tool's Email Templates page can be time-consuming and tedious.
  2. You have to manually update the template in each tool separately.
  3. Some users have reported issues with the formatting of their templates.
Recommendations Expand Collapse

Best sales tools software for Email Templates

  • SalesforceIQ Inbox - This sales tool offers a feature called Smart Templates, which allows you to create and manage custom email templates easily. Smart Templates automatically updates your template across all of your SalesforceIQ tools, so you don't have to worry about manually copying and pasting your template into each tool. Additionally, this sales tool allows you to format your templates using rich text formatting options.
  • HubSpot Sales - also offers a feature called Email Templates which allows you to create and manage custom email templates. However, unlike SalesforceIQ Inbox, HubSpot Sales does not update your template automatically across all your HubSpot tools. Instead, you'll need to manually copy and paste your template into each tool's Email Templates page separately. This sales tool does not allow you to format your templates using rich text formatting options.

Lead Qualification

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Lead Qualification features are important for sales tools software because they help you determine whether a lead is qualified. By analyzing the data, you can see which leads are likely to be interested in your product or service and which are not. This helps you focus your time and resources on the most promising prospects rather than wasting time on unqualified leads.

There are several different ways to use Lead Qualification features. One way is to look at the demographic information of your leads. If most of your leads come from a certain geographic region or age group, you might want to target your marketing efforts specifically toward that audience. Another way to use Lead Qualification features is to analyze the behavior of your leads. For example, many people who visit your website never fill out a form or contact you directly. It might be worth changing your website design or adding more call-to-action buttons.

Lead Qualification features can also score prospects based on their likelihood of becoming customers. By assigning scores to each lead, you can prioritize follow-up efforts and focus on the hottest prospects first. Many different criteria can be used for scoring. Still, some common ones include job titles, company sizes, industry verticals, budget availability, and the timeline for making a purchase decision.

No matter how you use Lead Qualification features in your sales process toolkit, they can save you time and increase your chances of closing deals by helping you focus on only the most promising prospects.

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Benefits of Lead Qualification

  1. It can save you time by helping you focus on only the most promising prospects.
  2. It can help you close more deals by increasing your chances of contacting qualified leads.
  3. It can help you score prospects based on their likelihood of becoming customers, which allows you to prioritize follow-up efforts.
  4. Ensures that you focus on a lead that is interested in what you are offering
  5. Provides data that can be used to improve your marketing and sales efforts
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Drawbacks of Lead Qualification 

  1. Too much data can overwhelm and make identifying qualified leads difficult.
  2. Scoring criteria may not accurately reflect a lead's likelihood of becoming a customer.
  3. It does not guarantee that a lead will become a customer, even if they are qualified.
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Best sales tools software for Lead Qualification features

There are many different sales tools and software on the market, each with its features. When choosing a tool for lead qualification, it's important to consider your specific needs and requirements. Some factors you might want to keep in mind include the size of your team, the type of leads you're targeting, and your budget.

Some popular options for lead qualification software include SalesforceIQ CRM, HubSpot Sales CRM, Pipedrive CRM, and ZohoCRM. Each tool offers different features and pricing plans, so compare them before deciding.

  • SalesforceIQ CRM - offers a variety of features for lead qualification, including Lead Scoring and Segmentation. The free trial period and plans start at $25 per month.
  • HubSpot Sales CRM - offers a free plan for up to 1,000 contacts and paid plans starting at $50 per month. It includes features such as Lead Flows and Meeting Scheduling.
  • Pipedrive CRM - has a free plan for up to 500 contacts and paid plans starting at $15 per month. It includes features such as Activity Tracking and Deal Forecasting.
  • ZohoCRM - offers a free plan for up to 10,000 records and paid plans starting at $12 per month. It includes features such as Leads Management and Customizable Workflows.

Quotes/Estimates

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Quotes/Estimates features are one of the most important features of sales tools software. They allow you to quickly and easily generate accurate quotes/estimates for your products or services. This is essential for any business that wants to provide its customers with accurate pricing information.

You can use Quotes/Estimates features in your sales tools software tool in a few different ways. The first way is to simply input the necessary information into the software and let it generate a quote/estimate for you. This is the easiest way to use this feature, but it has drawbacks.

The main drawback of using this method is that you will not be able to customize the quote/estimate very much. This means that if you need to add or remove certain items from the quote/estimate, you will not be able to do so without changing the entire quote/estimate itself. Additionally, if there are any errors in the information you inputted, those same errors will be present in the generated quote/estimate.

The second way to use Quotes/Estimates features in your sales tools software tool is by manually creating a quote/estimate. This gives you complete control over what goes into the final document, but it can take quite some time, depending on how complex your product or service offering is. Additionally, if there are any formatting issues with your manual creation process, those could also carry over into the final document.

The main advantages of this feature are that you can tailor the quote/estimate exactly to your needs and that you will not have to worry about any errors in the inputted information. The disadvantage is that it can take quite some time to create a manual quote/estimate, particularly if your product or service offering is complex.

The third way you can use Quotes/Estimates features in your sales tools software tool is by using a template. Many different templates are available online and vary widely in terms of quality and price. The advantage of using a template is that you can get started quickly and easily without worrying about formatting issues. Additionally, most templates come with helpful instructions on properly filling them out so that you do not make any mistakes.

The main disadvantage of using a template is that you may not be able to find one that perfectly fits your needs. Additionally, even if you find a good template, it may still require some customization to get it looking exactly the way you want it to.

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Benefits of Quotes/Estimates Features

  1. Allows you to quickly and easily generate accurate quotes/estimates for your products or services.
  2. Gives you complete control over what goes into the final document.
  3. It can save you significant time if your product or service offering is complex.
  4. Ensures that there are no errors in the inputted information.
  5. Provides a wide variety of templates to choose from.
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Disadvantages of Quotes/Estimates Features

  1. If you use the software’s built-in quoting system, you will not be able to customize the quote/estimate very much.
  2. Creating a manual quote/estimate can take quite some time, particularly if your product or service offering is complex.
  3. Even if you find a good template, it may require some customization to get it to look exactly how you want it to.
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Best sales tools software for Quotes/Estimates features

Several different sales tools and software options are available on the market, but not all offer great Quotes/Estimates features. The three best sales tools software options for Quotes/Estimates features are Salesforce CPQ, BigCommerce Quotes & Estimates, and Zoho Inventory.

  • Salesforce CPQ - offers a quote-generation feature that is very easy to use and provides many customization options. Additionally, Salesforce CPQ integrates with your existing Salesforce CRM data so that you can easily pull in customer information and create accurate quotes/estimates.
  • BigCommerce Quotes & Estimates - this is another excellent option for those who need robust quoting capabilities. With BigCommerce Quotes & Estimates, you can create custom templates, add line items and pricing rules, set up recurring billing, and more. BigCommerce Quotes & Estimates integrates with your existing BigCommerce store data to easily generate quotes/estimates for your customers’ orders.

Real-time Updates

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Real-time Update is a feature that allows you to see when your contact information changes. This can be useful for keeping track of your sales pipeline and ensuring you have the most up-to-date information about your leads. This feature can be used in several ways like

Updating your contact information in your CRM automatically

Sending you an email or text notification when a lead's contact information changes

Tracking which leads have recently updated their information

There are several advantages to using Real-time Updates for your sales tools. First, it can help you keep track of your sales pipeline and ensure you have the most up-to-date information about your leads. Second, it can send you an email or text notification when a lead's contact information changes. This can help track which leads have recently updated their information so that you can follow up with them promptly. Finally, this feature can help you identify when a lead is no longer active so you know when to remove them from your list. 

However, there are also some disadvantages to consider before using Real-time Updates for your sales tools. First, this feature could become overwhelming and difficult to manage if you have many contacts. Second, if updates occur frequently, it could create unnecessary notifications that could interfere with your workflow. Overall, Real-time Update is a useful tool that can help improve the efficiency of your sales process; however, it is important to weigh the pros and cons before deciding whether or not to use this feature for your specific needs.

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Benefits of Real-time Updates

  1. It can help you keep track of your sales pipeline and ensure you have the most up-to-date information about your leads.
  2. It can send you an email or text notification when a lead's contact information changes.
  3. It can help you identify when a lead is no longer active.
  4. Ensures you have the most up-to-date information about your leads.
  5. Allows you to follow up with leads promptly.
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Potential Drawbacks of Real-time Updates

  1. It may create too many notifications for users with large numbers of leads.
  2. Some contact information changes may not be accurately reflected in updates.
  3. Updates can sometimes be slow to reflect changes.
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Best sales tools software for Real-time Updates

Real-time Update is a great feature that can help keep track of your sales pipeline and ensure you have the most up-to-date information about your leads. However, it's important to note that this feature may create too many notifications for users with large numbers of leads. Additionally, some contact information changes may not be accurately reflected in updates. Finally, updates can sometimes be slow to reflect changes.

The top picks in the market are

  • Salesforce - a CRM software that offers real-time updates for your sales pipeline. It allows you to easily create custom fields, filters, and views to track your leads. Additionally, it sends you an email notification when a lead's contact information changes. 
  • HubSpot Sales - is another CRM software that provides real-time updates for your sales pipeline. It also has features such as Lead Scoring and Activity Tracking to prioritize your leads. Additionally, it offers a free trial to try it out before committing to the paid version.

Sales Automation

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Sales Automation features are a great way to increase productivity and efficiency in your sales process. By automating repetitive tasks, you can free up time to focus on more important tasks, such as building customer relationships and prospecting for new business.

You can use Sales Automation features within your software tool in a few different ways. For example, you can set up automated email drip campaigns to keep in touch with leads without manually sending each email. You can also automate creating follow-up reminders so you never forget to reach out to a customer after an initial meeting. Additionally, many software tools now offer integration with popular CRM platforms, which allows you to automatically update your sales pipeline based on customer interactions (calls, emails, etc.). 

Overall, using Sales Automation features is a great way to improve productivity and streamline your sales process. However, before implementing these features into your workflow, there are a few potential drawbacks. First of all, if not used correctly, automation can come across as impersonal and even robotic – something that you want to avoid when trying to build relationships with customers. Additionally, over-reliance on automation may lead to complacency and decreased performance as employees become accustomed to the set-it-and-forget-it mentality associated with automated processes. Finally, complex automation rules might be difficult for some users (particularly those who are less tech-savvy)to understand and properly utilize – leading to frustration or even abandonment of the feature altogether. 

So while there are some potential downsides associated with using Sales Automation features within your toolkit, overall, I believe that the pros far outweigh the cons. When used correctly, these powerful capabilities can help take your business operations to the next level by increasing efficiency, freeing up time, and simplifying complex processes.

Benefits Expand Collapse

Benefits of Sales Automation

  1. Can increase productivity and efficiency in your sales process.
  2. This can free time to focus on more important tasks, such as building customer relationships and prospecting for new business.
  3. It allows you to automatically update your sales pipeline based on customer interactions (calls, emails, etc.).
  4. Ensure you never forget to reach out to a customer after an initial meeting.
  5. Allows you to set up automated email drip campaigns.
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Drawbacks of Sales Automation 

  1. It can come across as impersonal and even robotic.
  2. Over-reliance on automation may lead to complacency and eventually decrease the performance levels of employees.
  3. Complex automation rules might be difficult for some users.
Recommendations Expand Collapse

Best sales tools software for Sales Automation

The best in the market are Salesforce, Hubspot Sales, and Pipedrive.

  • Salesforce - offers a great user interface and a wide range of features for automating your sales process.
  • Hubspot Sales - offers an intuitive drag-and-drop interface that makes it easy to create custom workflows for your business. Additionally, they provide a free CRM platform that can save you money if you're just starting with automation. 
  • Pipedrive - is a great choice if you need more control over your automation rules and processes. It offers a robust set of features and an extensive API for developers who want to customize their workflow further.

Channel Management

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Channel Management features are important for sales tools software because they help manage and monitor the progress of sales channels. By tracking channel performance, businesses can identify which areas need improvement and make necessary changes to increase sales productivity.

Channel Management features can be used in sales tools software in a few different ways. One way is by using it to track leads and customers throughout the entire buyer’s journey. This gives businesses visibility into how each stage of the funnel is performing, so they can optimize their marketing and selling efforts accordingly. Additionally, Channel Management features can segment customers based on their buying behavior or other criteria, such as location or industry vertical. This helps businesses focus their resources on specific groups of people who are more likely to convert into paying customers. Finally, Channel Management features can also be used to set up automated workflows that trigger certain actions when certain events occur (e.g., when a lead reaches a certain score). This helps businesses save time by automating repetitive tasks to focus on more strategic initiatives.

The main advantages of this feature are its ability to help businesses improve their sales productivity and efficiency. By giving businesses visibility into the performance of their sales channels, Channel Management features help them identify areas that need improvement and make the necessary changes. Additionally, by segmenting customers and setting up automated workflows, Channel Management features save businesses time to focus on more important tasks.

The main disadvantage of this feature is that it requires a certain level of technical expertise to set up and use effectively. Without proper training, businesses may not be able to fully take advantage of all the capabilities offered by Channel Management features.

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Benefits of Channel Management Features

  1. Helps businesses improve sales productivity and efficiency.
  2. Gives businesses visibility into the performance of their sales channels.
  3. Helps them identify areas that need improvement and make necessary changes.
  4. Segment customers and set up automated workflows, which save businesses time.
  5. Offers a wide range of capabilities that can be customized to fit each business’s specific needs.
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Drawbacks of Channel Management Features 

  1. Requires a certain level of technical expertise to set up and use effectively.
  2. It does not come with a one-size-fits-all solution, and businesses need to put in the effort to customize it according to their needs.
  3. Sometimes, the range of capabilities offered by Channel Management features can overwhelm businesses.
Recommendations Expand Collapse

Best sales tools software for Channel Management features

There is no one-size-fits-all answer to this question since the best software for Channel Management features depends on the specific needs of each business. However, some popular options businesses can consider include Salesforce CRM, HubSpot Sales, and Zoho CRM.

  • Salesforce CRM - offers a wide range of features and customization options businesses can use to build the perfect solution for their needs.
  • HubSpot Sales - comes with a wide variety of built-in features that businesses can use out-of-the-box, making it a good option for those who do not want to spend time customizing their sales tools software.
  • Zoho CRM - offers a balance between pre-built features and customization options, making it a good choice for businesses who want flexibility in configuring their Channel Management features.

Dashboard

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Dashboard features are a great way to view your sales data in one place. You can see how many deals you've won, lost, or are currently working on, your conversion rate, and how much revenue you've generated. This information is critical for understanding the health of your business and making informed decisions about where to focus your efforts.

There are several ways to use dashboard features in your sales tools software tool.

  • Use the default dashboard that comes with your software. This is usually sufficient for most users and will give you an overview of all the key metrics mentioned above.
  • Create custom dashboards specifically tailored to YOUR needs. This requires a bit more work upfront, but it'll be worth it in the long run as you'll be able to easily track the metrics that matter most to YOU and make better decisions.
  • Use third-party dashboards created by other users (there's usually a marketplace or community forum where these can be found). These can be hit-or-miss, but if you find one that's well-made and relevant to your needs, it can save you a lot of time and effort compared to creating your own from scratch.

The main advantages of this feature are that it allows you to quickly and easily see all the sales data that's important to you in one place, and customizing your dashboards specifically for your needs can make a big difference in efficiency and decision-making. The main downside is that creating custom dashboards requires some effort upfront, and there's always the possibility that you'll use a third-party dashboard that isn't well-made or relevant to your needs.

Overall, though, I think this feature is extremely useful and would recommend it to any salesperson who wants to get more out of their data.

Benefits Expand Collapse

Benefits of Dashboard Features

  1. It allows you to quickly and easily see all the sales data that's important to you in one place.
  2. Customizing your dashboards for your needs can significantly improve efficiency and decision-making. 
  3. You can track the metrics that matter most to YOU and make better decisions.
  4. Ensures you have an overview of all the key metrics mentioned.
  5. Gives you the data you need to understand the health of your business.
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Drawbacks of Dashboard Features 

  1. Creating custom dashboards requires some effort upfront.
  2. There’s always the possibility of using a third-party dashboard that isn’t well-made or relevant to your needs.
  3. It offers nothing new features that other features do not already provide. 

In conclusion, the advantages of this feature far outweigh any disadvantages, and I would highly recommend it to anyone looking for a comprehensive sales tool.

Recommendations Expand Collapse

Best sales tools software for Dashboard features

  • SalesforceIQ CRM - This great sales tool offers comprehensive dashboard features. It's easy to use and customize and provides all the data you need to manage your sales effectively.
  • Pipedrive - is another excellent choice for sales tools software, Pipedrive offers robust dashboard features that are easy to use and highly customizable. It's a great option for anyone who needs detailed sales data in one place.
  • Zoho CRM - also offers excellent dashboard features, though it may be slightly less user-friendly than the other two options on this list. However, it's still a great choice for anyone who wants detailed sales data at their fingertips.

Cataloging/Categorization

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Cataloging/Categorization features to track and manage sales data. This feature is useful for keeping track of customer information, product details, pricing data, and other important sales-related information. It can be used in several ways, like managing a product catalog, customer database, or sales pipeline. Many software tools provide this feature, but not all are created equal.

Some software tools offer more robust cataloging/categorization features than others. The best ones allow you to create custom fields and categories to organize your data better. They also let you import and export data from other sources to keep your sales information up-to-date. Additionally, the best cataloging/categorization software tools will have an easy-to-use interface that makes it easy to find the information you need quickly.

When choosing a cataloging/categorization solution for your business needs, there are several things to consider. First, think about how much data you need to track and manage. A basic tool with limited features may be all you need if you only have a small amount of sales information. However, a more sophisticated solution is likely required if you have large amounts of data or complex sales processes. Second, consider ease of use and implementation - some solutions can be quite difficult to set up and use effectively without extensive training or support from the vendor. Third, consider integration capabilities - does the tool integrate with other software applications or systems you use? Lastly, the cost is always an important consideration - get quotes from multiple vendors before making any decisions.

Overall, Cataloging / Categorization features can be very helpful in managing sales information efficiently. When selecting a solution for your business needs, carefully weigh all factors mentioned above before making any final decisions.

Benefits Expand Collapse

Benefits of Cataloging/Categorization features

  1. Keep track of customer information, product details, pricing data, and other important sales-related information in one place.
  2. Create custom fields and categories to organize your data better.
  3. The easy-to-use interface makes it easy to find the information you need quickly. 
  4. Ensures data accuracy and completeness.
  5. It makes generating reports or exporting data to other software applications easy.
Drawbacks Expand Collapse

Drawbacks of the Cataloging/Categorization feature

  1. It does not sell by itself.
  2. Some solutions can be quite difficult to set up and use effectively without extensive training or support from the vendor. 
  3. It can be time-consuming to maintain if there is a lot of data.
Recommendations Expand Collapse

Best sales tools software for Cataloging/Categorization features

  • Salesforce - offers a wide range of managing sales data, including custom fields and categories, import/export capabilities, report generation, and integrations with other software applications. The interface is easy to use and navigate, making it quick and simple to find the information you need. 
  • HubSpot Sales - provides an all-in-one solution for sales teams that includes a CRM tool with robust cataloging/categorization features. You can easily create custom fields and categories to organize your data and import/export information from other sources. HubSpot Sales also integrates seamlessly with other products, making it easy to manage your entire sales process in one place. 
  • Zoho CRM - offers powerful cataloging/categorization capabilities and other features like lead management, opportunity tracking, pipeline management, etc. Zoho CRM also has a mobile app to access your sales information.

Electronic Payments

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Electronic Payment is a feature that allows you to take payments electronically. This can be done through several methods, such as credit cards, debit cards, or even PayPal. There are a few things to consider when using this feature, though. First, ensuring that your sales tools software complies with the Payment Card Industry Data Security Standard (PCI DSS) is important. This standard ensures that your software tool will not put your customers' credit card information at risk. Second, you'll need to decide which payment method you want. Credit cards are the most popular option, but there are also options like PayPal and Google Checkout. Finally, you'll need to determine how you will process these payments. There are two main options: manually or automatically. Manually processing payments requires more work but gives you more control over the process. Automatically processing payments is easier and faster, but it may cost more in fees.

The main advantages of this feature are that it's convenient for customers and can help you increase sales. Customers like being able to pay electronically because it's faster and easier than using cash or checks. This means they're more likely to purchase from you if they can pay electronically. Additionally, electronic payments can help you boost sales because they allow you to accept credit card payments from customers who are not present at the time of purchase. For example, if you sell products online, you can use this feature to accept credit card payments from customers in other countries.

There are also a few disadvantages to consider before using this feature. First, as mentioned above, there is an increased risk of fraud when taking electronic payments. This is because it's easier for criminals to obtain credit card numbers and other personal information when payments are made electronically. Second, processing fees for electronic payment methods can be high, which may cut your profit margins. Finally, some people simply don't like giving out their credit card information online; they may feel uncomfortable doing so or may not trust that their information will be safe.

Benefits Expand Collapse

Benefits of Electronic Payments 

  1. Allows you to take payments electronically through several methods such as credit cards, debit cards, or PayPal.
  2. Convenient for customers.
  3. It can help you increase sales.
  4. Provides an extra layer of security for customers by ensuring your sales tools software tool complies with the Payment Card Industry Data Security Standard.
  5. Gives you the ability to accept credit card payments from customers who are not present at the time of purchase.
Drawbacks Expand Collapse

Drawbacks of Electronic Payments 

  1. There is an increased risk of fraud when taking electronic payments.
  2. Processing fees for electronic payment methods can be high, which may cut your profit margins. 
  3. Some people don't like giving out their credit card information online.
Recommendations Expand Collapse

Best sales tools software for Electronic Payments

There are a few different options available regarding software for electronic payments. Some of the best include 

  • Shopify - This platform offers a variety of features, including the ability to take credit card payments, debit card payments, and PayPal. Additionally, Shopify complies with PCI DSS standards and offers low processing fees. 
  • WooCommerce - This plugin for WordPress allows you to take credit card payments, debit card payments, and PayPal. WooCommerce is also compliant with PCI DSS standards and has no transaction fees. 
  • Magento - Another option for taking credit card payments, debit card payments, and PayPal; Magento is also compliant with PCI DSS standards but has higher transaction fees than other options on this list.

If you need a solution that complies with PCI DSS standards and offers low transaction fees, then Shopify would be your best option. However, if you're looking for a free solution, WooCommerce might be a better fit. And finally, Magento is a good choice if you don't mind paying slightly higher transaction fees in exchange for a more robust platform.

Engagement Tracking

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Engagement Tracking features are important for tracking sales representatives’ interactions with potential customers. Businesses can prioritize their efforts and optimize their sales strategies by understanding which interactions will lead to a sale.

There are a few different ways that Engagement Tracking features can be used within a sales tool. The first is manually entering data into the software after each interaction occurs. This requires some discipline from the sales representative, but it can provide valuable insights into the most effective interactions.

Another way to use Engagement Tracking features is through integration with customer relationship management (CRM) software. This allows businesses to track all interactions between sales representatives and potential customers automatically. This is a more efficient way to track engagement, but it may not be as accurate if CRM software isn't properly configured or updated regularly.

Finally, some Sales Tools software includes Engagement Tracking features as core functionality. All interactions between representatives and potential customers are automatically tracked without any additional configuration or setup required. This is usually the most accurate and efficient way to track engagement, but it may not be available in all tools.

The main advantages of this feature are that businesses can track which interactions are most likely to lead to a sale and optimize their sales strategies accordingly. Additionally, it can be more efficient to track engagement automatically through integration with CRM software or by using a tool that includes this feature as part of its core functionality.

The main disadvantages of this feature are that it requires some discipline from sales representatives to enter data manually, and it may not be as accurate if CRM software isn't properly configured or updated regularly. Additionally, automatic tracking through integration with CRM software or by using a tool that includes this feature as part of its core functionality may not be available in all tools.

Benefits Expand Collapse

Benefits of Engagement Tracking features

  1. Allows businesses to track which interactions will lead to a sale and optimize their sales strategies accordingly.
  2. Provides valuable insights into which interactions are most effective.
  3. Ensures accuracy by automatically tracking all interactions between sales representatives and potential customers.
  4. Efficiently tracks engagement through integration with CRM software or a tool that includes this feature as part of its core functionality. 
  5. Gives businesses the ability to understand what works and what doesn't to improve their sales strategies.
Drawbacks Expand Collapse

Drawbacks of Engagement Tracking features 

  1. It may require some discipline on the part of sales representatives to manually enter data. 
  2. Tracking may be inaccurate if CRM software isn't configured or updated regularly. 
  3. Automatic tracking through integration with CRM software may not be available in all tools.
Recommendations Expand Collapse

Best sales tools software for Engagement Tracking features 

The best sales tools software for Engagement Tracking features would include this as part of its core functionality. This would ensure that all interactions between representatives and potential customers are automatically tracked without requiring additional configuration or setup. The top picks in the market are Salesforce, HubSpot Sales, and Pipedrive.

  • Salesforce - offers Engagement Tracking features as part of its core functionality. All interactions between representatives and potential customers are automatically tracked without any additional configuration or setup required.
  • HubSpot Sales - also offers Engagement Tracking features as part of its core functionality. This ensures that all interactions between representatives and potential customers are automatically tracked for more accuracy.
  • Pipedrive - another CRM software that automatically tracks engagement through integration with their customer relationship management software.

Order Management

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Order Management features are a great way to keep track of your sales and inventory. They can help you automate your sales process, making it easier and faster for you to close deals. However, they can also be complex and time-consuming to set up. This feature is used in several ways.

Order Management features can help you keep track of your sales pipeline. You can see what stage each deal is in and how close it is to being closed. This information can be valuable when you're trying to forecast future sales. It can also help you identify bottlenecks in your process so you can address them.

Another way to use Order Management features is to automate your sales process. You can set up rules that automatically send customer quotes or invoices based on their order history. This can save you a lot of time, especially if you have many orders to manage. Automating your sales process can also help reduce errors and improve customer satisfaction.

However, there are some downsides to using Order Management features as well. First, they can be complex and time-consuming to set up. Second, if not used correctly, they could create more work for you instead of saving time. Finally, some customers may find automated emails impersonal or even annoying.

There are several ways to use this feature, but it is important to weigh the pros and cons before deciding if it's right for you. Order Management features may be worth considering if you're looking for a way to save time and automate your sales process. However, if you're unsure if they'll work for your business or you don't have the time to set them up, it may be best to look at other options.

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Benefits of Order Management Software

  1. It helps to keep track of your sales pipeline. 
  2. It can also help you identify bottlenecks in your process so you can address them.
  3. It helps to automate your sales process.
  4. Help to reduce errors and improve customer satisfaction.
  5. Ensures that the customer receives a quality product.
  6. Saves time for the sales team. 
Drawbacks Expand Collapse

The Disadvantages of Order Management Software

  1. It can be complex and time-consuming to set up. 
  2. They could create more work for you if not used correctly instead of saving time. 
  3. Some customers may find automated emails impersonal or even annoying.
Recommendations Expand Collapse

Best sales tools software for Order Management

There are several ways to use this feature, but it is important to weigh the pros and cons before deciding if it's right for you. Order Management features may be worth considering if you're looking for a way to save time and automate your sales process. However, if you're unsure if they'll work for your business or you don't have the time to set them up, it may be best to look at other options.

The best in the market are

  • HubSpot Sales - It's a sales CRM that gives you visibility into your entire sales pipeline. 
  • Zoho CRM - offers free and paid plans, making it a great option for small businesses. 
  • Pipedrive - is another popular CRM with features similar to HubSpot Sales.

Real-Time Notifications

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Real-Time Notification is a feature that allows you to get notifications in real-time when someone views or edits your sales document. This is an important feature for sales teams who need to track changes made to their documents and for individual users who want to know when their work has been viewed or edited.

There are two main ways to use Real Time Notifications: the Salesforce1 app or email notifications. The Salesforce1 app gives you push notifications on your mobile device, while email notification works with any email client.

The first way I used Real Time Notifications was through the Salesforce1 app. I found this method very convenient because I could see the notification even if I wasn't actively using my phone. It's also useful if you're not always near a computer; since the notification appears on your phone, you can view it and take action immediately, no matter where you are.

However, there are some drawbacks to using Real-Time Notifications through the Salesforce1 app. First, it can be difficult to find older notifications; they're not stored in an easily accessible location like email messages. Secondly, if you have multiple devices (e.g., a work phone and a personal phone), each device will show its own separate list of notifications, which can be confusing and difficult to keep track of.

Benefits Expand Collapse

Benefits of Real-Time Notifications

  1. Get notified in real time when someone views or edits your sales document so that you can take action immediately.
  2. A convenient way to track changes to your documents, especially if you're not always near a computer.
  3. Notifications appear on your phone, so you can view them even if you're not actively using your phone at the time.
  4. Ensures that you won't miss any important changes to your sales documents.
  5. Allows you to track who is viewing or editing your documents, which can be helpful for sales and marketing purposes.
Drawbacks Expand Collapse

Drawbacks of Real-Time Notifications

  1. It can be difficult to find older notifications; they're not stored in an easily accessible location like email messages are.
  2. If you have multiple devices, each device will show its own separate list of notifications.
  3. It does not work with all email clients.
Recommendations Expand Collapse

Best sales tools software for Real-Time Notifications

I would recommend using Salesforce1 or another mobile app for Real-Time Notifications. This is the most convenient way to track changes to your sales documents and ensures that you won't miss any important notifications. Salesforce1 offers push notifications on your mobile device. It also allows you to track who is viewing or editing your documents, which can be helpful for sales and marketing purposes. Another type is Email Notifications which work with any email client. This is a good option if you want to see older notifications, as they're stored in your email inbox. However, it's not as convenient as using a mobile app, and it doesn't allow you to track who is viewing or editing your documents.

Reminders

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Reminders are an important feature of any sales tools software tool. They allow you to keep track of deadlines, appointments, and tasks. However, they can also be frustrating if not used properly.

There are two main types of reminders: those that appear in the form of a notification on your screen and those that are sent to you via email or text message. Both have their pros and cons. Screen-based reminders can be easily dismissed without being read, while email/text reminders may be more likely to get lost in your inbox.

The best way to use reminders is to set them up for the most important items on your To Do list. For example, if you have a meeting with a client at 3 pm today, set a reminder for 245pm so you can prepare mentally and physically for the meeting. Or if you’re working on a project with multiple deadlines, set up daily or weekly reminders, so you don’t miss anything important.

Reminders can be helpful when used correctly, but they can also add unnecessary stress to your life if misused. Use them wisely. 

Benefits Expand Collapse

Benefits of Reminders

  1. It can help you keep track of deadlines, appointments, and tasks.
  2. It can be easily dismissed without being read.
  3. It may be more likely to get lost in your inbox.
  4. Ensures you don’t miss anything important.
  5. Allows you to prepare mentally and physically for a meeting.
Drawbacks Expand Collapse

Drawbacks of Reminders 

  1. It can add unnecessary stress to your life if misused.
  2. It does not consider your schedule or time zone changes. 
  3. You may forget to check your reminders. 
  4. The person you are meeting with may also have a reminder set, and they might not appreciate getting reminded twice.
Recommendations Expand Collapse

Best sales tools software for Reminders features

Reminders are an important feature of any sales tools software tool, but they can also be frustrating if not used properly. The best way to use reminders is to set them up for the most important items on your To Do list. For example, if you have a meeting with a client at 3 pm today, set a reminder for 245pm so you can prepare mentally and physically for the meeting. Or if you're working on a project with multiple deadlines, set up daily or weekly reminders, so you don't miss anything important.

The top picks in the market are

  • SalesforceIQ Inbox - This sales tool has a great reminder feature that keeps you track of deadlines, appointments, and tasks. You can also easily dismiss reminders without having to read them. However, one drawback is that SalesforceIQ Inbox doesn't consider your schedule or time zone changes. 
  • Zoho CRM - Zoho CRM's reminder feature is similar to SalesforceIQ Inbox. It allows you to keep track of deadlines, appointments, and tasks. You can also dismiss reminders without reading them. However, like SalesforceIQ Inbox, Zoho CRM doesn’t consider your schedule or time zone changes. 
  • HubSpot Sales - HubSpot Sales' reminder feature is slightly different from the others in that it sends you an email instead of a notification on your screen. This can be helpful if you’re likely to miss notifications on your screen. However, one drawback is that the email might get lost in your inbox.

Access Controls/Permissions

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Access Controls/Permissions is a feature that allows you to restrict access to certain areas of the software tool. This can be useful if you want to prevent salespeople from accessing certain areas of the tool or if you want to limit the amount of data that they can see.

There are two main types of Access Controls/Permissions user-based and role-based. User-based Access Controls/Permissions allow you to restrict access based on individual users. Role-based Access Controls/Permissions allow you to restrict access based on roles (such as salesperson or manager).

  • User-based Access Controls/Permissions have their advantages and disadvantages. One advantage is that it provides more granular control over who can access what parts of the software tool. Another advantage is that it’s easier to set up and manage than role-based Access Controls/Permissions. However, one disadvantage is that it can be difficult to track which users have which permissions, leading to confusion and frustration among users. Another disadvantage is that user-based Access Controls can make it difficult for new users to get started with the software tool since they may not have any permissions until someone explicitly grants them some. 
  • Role-BasedAccess Controls/Permissions tend to be more flexible and easier to manage than user-based Access Controls/Permissions. One advantage of role-based Access Controls is that they make it easy for new users to get started with the software tool since all they need to do is be assigned a role. Another advantage is that roles can be easily added, removed, or modified. However, one disadvantage of role-based Access Controls/Permissions is that they can lead to confusion and frustration among users if not used properly. Another disadvantage is that they may not provide as much granular control over who can access what parts of the software tool as user-based Access Controls/Permissions.

So, which type of Access Control/Permission should you use for your sales tools software tool? That depends on your specific needs and preferences. If you need more granular control over who can access what parts of the tool, then user-based Access Controls/Permissions might be a better option. However, if you prefer the ease of management and flexibility, then role-based Access Controls/Permissions might be a better fit.

Benefits Expand Collapse

Benefits of Access Controls/Permissions

  1. Allows you to restrict access to certain areas of the software tool.
  2. It can be useful for preventing salespeople from accessing certain areas of the tool or limiting the amount of data they can see.
  3. Ensuring that only authorized users can access the tool.
  4. Gives you more control over who can access the tool and what they can see.
  5. It can make it easier for new users to start with the software tool.
Drawbacks Expand Collapse

Drawbacks of Access Controls/Permissions 

  1. It may be difficult to keep track of which users have which permissions.
  2. User-based Access Controls/Permissions can make it difficult for new users to start with the software tool. 
  3. Role-based Access Controls/Permissions can lead to confusion and frustration among users if not used properly.
Recommendations Expand Collapse

Best sales tools software for Access Controls/Permissions feature

The top picks in the market are Salesforce and HubSpot.

  • Salesforce - is a popular sales tools software that offers user-based Access Controls/Permissions. This means you can restrict access to certain areas of the software tool based on individual users. One advantage is that it provides more granular control over who can access what parts of the tool. Another advantage is that Salesforce is easy to set up and manage. Salesforce is a good choice if you need more granular control over who can access what parts of the tool, but it may not be the best option if you’re looking for ease of use or flexibility. 
  • HubSpot - is another popular sales tool software that offers role-based Access Controls/Permissions. You can restrict access based on roles (such as salesperson or manager). One advantage of using role-based Access Controls is that it’s typically more flexible and easier to manage than user-based AccessControls/Permissions. For example, adding or removing a role is usually simpler than customizing permission levels for individual users. Additionally, role-based Access Controls can make it easier for new users to get started with the software tool since all they need to do is be assigned a role. Overall, HubSpot is a good choice if you’re looking for more flexibility and ease of use in managing permissions, but it may not be the best option if you need very granular control over who can access what parts of the tool.

Collaboration Tools

Overview Expand Collapse

Collaboration Tools is a feature that allows you to share your screen with other team members and view their screens. This is useful for sales presentations and demos and for training new team members on using the software. The Collaboration Tools feature is easy to use and can be accessed from the software’s main menu. To share your screen, click the Share Screen button and select which team member you would like to share your screen with. You can also allow them to control your mouse and keyboard or view your screen. If you need help using this feature, a helpful video tutorial is available from within the software.

There are many advantages to using Collaboration Tools in your sales tools software. One advantage is that it allows you to share your screen with other members of your team, which can be very useful for sales presentations or demos. It also allows you to view their screens to see what they are doing and offer help if needed. Another advantage is that this feature is easy to use and can be accessed from the software’s main menu. Finally, a helpful video tutorial is available within the software if you need help using this feature.

There are also disadvantages to using Collaboration Tools in your sales tools software toolkit. One disadvantage is that it requires an active internet connection to work properly. This feature will not work as intended if you’re working offline or if your internet connection is slow or unreliable. Another disadvantage is that it can be difficult to set up initially, especially if you’re unfamiliar with how screen sharing works. However, once you’ve watched the video tutorial and learned how it works, setting up shouldn’t be too much of a problem.

Overall, these are the considerations you should consider when deciding whether or not to use Collaboration Tools in your sales tools software. If you need to share your screen with other team members frequently, or if you think it would be useful for training new team members, this feature is worth considering. However, if you’re not sure whether or not you’ll need it often, or if you don’t have a good internet connection, then it might be best to forego using this feature.

Benefits Expand Collapse

Benefits of Collaboration Tools

  1. It allows you to share your screen with other members of your team, which can be very useful for sales presentations or demos.
  2. You can also view their screens to see what they are doing and offer help if needed. 
  3. This feature is easy to use and can be accessed from the software’s main menu. 
  4. A helpful video tutorial is available within the software if you need help using this feature.
  5. Ensures that everyone is on the same page.
Drawbacks Expand Collapse

Drawbacks of Collaboration Tools 

  1. It requires an active internet connection to work properly. This feature will not work as intended if you’re working offline or if your internet connection is slow or unreliable. 
  2. Another disadvantage is that it can be difficult to set up initially, especially if you’re unfamiliar with how screen sharing works.
  3. It may be best to forego using this feature if you’re not sure you’ll need it often or don’t have a good internet connection.
Recommendations Expand Collapse

Best sales tools software for Collaboration Tools features

The top picks in the market are currently SalesforceIQ, Zoho CRM, and Copper. SalesforceIQ, Zoho CRM, and Copper are great options to consider if you’re looking for a sales tool with a Collaboration Tools feature. They offer free trials so you can test them before committing to one, and they all have reasonable monthly subscription prices. All three options have free trials, so you can test them before committing to one.

  • SalesforceIQ - offers a 14-day free trial and has a monthly subscription price of $25/user. It also has a Live Share feature, similar to the Collaboration Tools feature discussed in this review.
  • Zoho CRM - offers a 15-day free trial and has a monthly subscription price of $12/user. It also has a screen-sharing feature called Zoho Meeting, allowing you to share your screen with other Zoho CRM users.
  • Copper - offers a 14-day free trial and has a monthly subscription price of $19/user. It does not have a built-in screen-sharing feature, but many third-party options allow you to share your Copper screens with others (e.g., Google Hangouts, Skype, etc.).

Content Delivery

Overview Expand Collapse

Content Delivery features for your sales tools software tools are a great way to get more out of your data. With this feature, you can easily deliver content to your team to stay up-to-date on the latest news and information. This is a great way to keep everyone informed about what’s going on with your company and its products. The Content Delivery features for your sales tools software make it easy to manage and update content. You can add new pages, posts, or files without worrying about compatibility issues. The interface is straightforward and easy to use, even for non-technical users.

One of the best things about Content Delivery features for your sales tools software tool is that it integrates seamlessly with other applications. For example, suppose you’re using Salesforce CRM. In that case, you can automatically send new leads or contacts directly into Content Delivery features for your sales tools software tools they can be followed up on immediately. There’s no need to export or import data; everything happens automatically behind the scenes.

However, there are things you need to consider before using Content Delivery features for your sales tools software tool. One is that it’s important to clearly understand how your team will use the content you deliver. Make sure everyone is on the same page and knows what to do with the information. Otherwise, you could overwhelm them with too much data or not provide enough context for why certain pieces of information are important.

Another thing to consider is that while this feature can be very helpful, it can also be abused if not used correctly. For example, if you’re constantly sending out new leads or contacts without follow-up, people may ignore your emails. It’s important to balance delivering timely information and spamming people’s inboxes.

Overall, Content Delivery features for your sales tools software tool can be a great way to get more out of your data and keep everyone on the same page about what’s happening in your company. Just make sure you understand how your team will use the content before setting everything up, so you don’t overwhelm them or cause problems down the line.

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Benefits of Content Delivery features for your sales tools software tool

  1. Seamless integration with other applications.
  2. Automatically sends new leads or contacts into Content Delivery features for your sales tools software tools so they can be followed up on immediately.
  3. Easy to manage and update content.
  4. Ensures everyone on your team is up-to-date with the latest news and information.
  5. Provides context for why certain pieces of information are important.
Drawbacks Expand Collapse

Drawbacks of Content Delivery features for your sales tools software tool

  1. It can be abused if not used correctly.
  2. It may cause people to ignore your emails if you constantly send out new leads or contacts without any follow-up.
  3. It does not guarantee that the people who receive your content will read it.
Recommendations Expand Collapse

Best sales tools software for Content Delivery features

  • HubSpot Sales Hub - with its advanced features and easy-to-use interface, it is the best tool for managing and delivering content to your sales team. 
  • Pipedrive's simple drag-and-drop interface makes it easy to deliver content to your sales team. Additionally, its integration with other applications ensures that you can automatically send new leads or contacts into Content Delivery features for your sales tools software tools that can be followed up on immediately.

If you’re looking for a tool that is both easy to use and has advanced features, HubSpot Sales Hub is the best option. However, if you’re looking for a simple drag-and-drop interface, Pipedrive is the better choice. 

Customer Segmentation

Overview Expand Collapse

Customer Segmentation is one of the more useful features that sales tools software can offer. By understanding your customer base and dividing them into segments, you can better target your marketing efforts and improve conversions.

There are a few different ways to segment customers, but the most common is demographics like age, gender, income, or location. You can also segment by behavior, such as purchase history or web browsing data. And finally, you can divide customers into groups based on their needs or interests.

Once you’ve decided how to segment your customers, you must choose which criteria to use for each group. This will vary depending on your business and what’s important to you, but some things to consider include customer lifetime value, average order size, or churn rate. Once your segments are defined, you can start creating targeted content and offers for each group. This could be anything from custom landing pages to personalized email campaigns. The key is to make sure each segment feels like it’s being spoken directly to - otherwise, they’ll just tune out.

Customer segmentation can be a powerful way to increase sales and engagement with your brand. It has other advantages like helping you focus your product development efforts and identify new business opportunities. However, it’s important to remember that segmentation is just a tool - it won’t do the work for you. You still need great products and offers and know how to market them effectively. That being said, if you’re looking for ways to improve your sales numbers, customer segmentation is worth considering.

Benefits Expand Collapse

Benefits of Customer Segmentation

  1. It helps you better understand your customer base.
  2. It enables you to target marketing efforts more effectively.
  3. Can improve conversions and sales numbers.
  4. Helps focus product development efforts.
  5. Can identify new business opportunities.
Drawbacks Expand Collapse

Drawbacks of Customer Segmentation

  1. It does not do the work for you.
  2. You still need great products and offers and know how to market them effectively.
  3. It may take some time to set up and get right.
Recommendations Expand Collapse

Best sales tools software for Customer Segmentation

There are a few different software options that can help with customer segmentation. Some popular choices include

  • HubSpot Sales - has a built-in feature for customer segmentation, making it easy to start. Their extensive resources and support make it a good choice for businesses of all sizes.
  • Pardot - is another great option for companies looking to segment their customers. It offers similar features to HubSpot Sales but at a slightly higher price point. However, its robust automation capabilities may be worth the extra cost for some businesses.

If you’re looking for a more affordable option, consider MailChimp. While it doesn’t have the same segmentation features as the other two options, it’s still a solid choice, and its price point is hard to beat.

Overall, customer segmentation is a valuable tool that can help sales teams increase conversions and close more deals. When choosing a software solution, there are a few things to remember, such as ease of use, price, and automation capabilities. Ultimately, the best choice for your business will come down to what’s most important to you.

Invoice Management

Overview Expand Collapse

Invoice Management features are designed to streamline the process of creating and managing invoices. This can be a valuable feature for businesses that need to generate numerous invoices regularly. It is used in several ways,

  • Organizing your sales pipeline and customer data - the software should have a centralized database where you can store all your customer information and pipeline data. This will make it easier for you to generate invoices and track payments. 
  • Create customized invoices - you should be able to create invoices tailored to your business needs. The software should allow you to include your company logo, contact information, and other relevant details on the invoice. 
  • Send invoices electronically - many businesses prefer to send their invoices electronically, either by email or through an online portal. Invoice Management features should allow you to do this with ease. 
  • Track payments - It is important to track when customers have made payments against their outstanding balances. This information can follow up with late-paying customers or issue refunds if necessary.

This feature has several advantages that can be helpful for businesses. However, it is important to consider the following factors before deciding if this feature is right for you.

  • Cost - the cost will vary depending on the software you choose. Some tools may include this feature as part of a larger package, while others may charge an additional fee. 
  • Complexity - Invoice Management features can help streamline the process if your business generates many invoices. However, if your needs are relatively simple, this feature may be overkill and add unnecessary complexity to your workflow. 

It has disadvantages, too. It can be time-consuming. Creating and sending invoices can take significant time, especially if you have many customers. It also requires accurate data To generate accurate invoices, you need to have complete and up-to-date information about your customers and sales pipeline. This can be difficult to maintain, particularly for businesses with a large customer base. 

Overall, Invoice Management features can be helpful for businesses that need to generate a high volume of invoices regularly. However, it is important to consider the cost and complexity involved before deciding if this feature is right for you.

Benefits Expand Collapse

Benefits of Invoice Management features

  1. Can help streamline the process of creating and managing invoices.
  2. Allows you to include your company logo, contact information, and other relevant details on the invoice.
  3. Many businesses prefer to send their invoices electronically, either by email or through an online portal.
  4. It is important to track when customers have made payments against their outstanding balances. 
  5. Ensures businesses have complete and up-to-date information about their customers and sales pipeline.
Drawbacks Expand Collapse

Drawbacks of Invoice Management features

  1. The cost of Invoice Management features will vary depending on the software you choose.
  2. If your business generates a large number of invoices, then using Invoice Management features can help to streamline the process. However, if your needs are relatively simple, this feature may be overkill and add unnecessary complexity to your workflow. 
  3. Creating and sending invoices can take significant time, especially if you have many customers.
Recommendations Expand Collapse

Best sales tools software for Invoice Management features

There are many software options available that include Invoice Management features. Some of the best sales tools software for this purpose include FreshBooks, Zoho Books, and Xero.

  • FreshBooks - offers a simple and intuitive interface that makes it easy to create and send invoices. It also allows you to track payments and follow up with late-paying customers.
  • Zoho Books - offers a comprehensive suite of business features, including Invoice Management. It is easy to use and includes powerful tools for managing your sales pipeline and customer data.
  • Xero - is a cloud-based accounting software that includes Invoice Management features. It is easy to use and provides several helpful business features, such as automatically generating invoices from sales data.

If you simply streamline the process of creating and managing invoices, then any one of these software options would be a good choice. However, if you need more comprehensive sales tools software that includes features such as pipeline management and customer data tracking, then Zoho Books or Xero would be better choices. 

Multi-Location

Overview Expand Collapse

Multi-Location features are a great way to manage your sales tools software. You can use them to keep track of your sales progress in different locations or to monitor your sales activities from different perspectives. Multi-Location features can also customize your reports and dashboards for specific audiences.

You would want to use Multi-Location features for your sales tools software tool.

  • To keep track of your sales progress in different locations. If you have multiple offices or work with clients in different geographical areas, it can be helpful to see how each location is performing. Multi-Location features allow you to do this by tracking metrics such as the number of deals closed, conversion rate, average deal size, etc., over time. This information can help you identify trends and decide where to focus your efforts.
  • To monitor your sales activities from different perspectives. Another reason you might want the Multi-Locations to feature is that they can maintain multiple data views. For example, if you’re managing a team of inside sales reps, you may want one view focusing on their performance against quota and another to show which products they’re selling the most. This flexibility allows managers to get a more holistic picture of what’s happening within their teams and makes it easier to understand where improvements need to be made. 
  • Customize reports and dashboards for specific audiences. Multi-Locations features are beneficial because they allow users to personalize their reports and dashboards. This means that whether you’re creating an overview for upper management or something more granular for individual sellers, you can tailor the information to meet everyone’s needs. And since every business has unique requirements for reporting and analyzing data, this customization capability ensures that everyone gets maximum value from the tool.

However, there are several disadvantages, too. 

The first disadvantage is that Multi-Location features can be time-consuming to set up and manage. If you have many sales reps in different locations, it can take time to configure the tool to track their progress. Additionally, it can be difficult without impacting other users if you need to change how the data is collected or displayed. 

Another potential drawback of Multi-Location features is that they may not always offer the most accurate picture of what’s happening within your organization. This is because they only provide information at a high level; they don’t drill down into the details of individual deals or transactions. As such, if you’re looking for specific insights, you may need to supplement your use of Multi-Location features with other tools or methods. 

Finally, remember that not all sales tools software offers this capability. So if Multi-Locations are important to you, check whether the tool you’re considering has them before making a purchase decision.

Overall, I think Multi-Location features benefit sales tools and software applications, but some potential drawbacks should be considered before using them extensively.

Benefits Expand Collapse

Benefits of Multi-Location features

  1. Keep track of sales progress in different locations.
  2. Monitor sales activities from different perspectives.
  3. Customize reports and dashboards for specific audiences.
  4. Ensures that everyone gets maximum value from the tool.
  5. Provides a more holistic picture of what’s happening within teams.
Drawbacks Expand Collapse

Drawbacks of Multi-Location features

  1. Multi-Location features can be time-consuming to set up and manage.  
  2. They may not always offer the most accurate picture of what’s happening within your organization because they only provide information at a high level. 
  3. Not all sales tools software offers this capability.
Recommendations Expand Collapse

Best sales tools software for Multi-Location features

The best sales tools software for Multi-Location features would be one that is easy to set up and manage, offers accurate data tracking, and provides customization options for reports and dashboards. I highly recommend SalesforceIQ because it offers all of these features and more. SalesforceIQ provides an easy-to-use interface for tracking sales progress in different locations, offers accurate data tracking, and allows users to customize reports and dashboards. 

Another option is Pipedrive, which also offers an easy-to-use interface, accurate data tracking, and customizable reports and dashboards. It has more features than SalesforceIQ, such as the ability to create custom fields and workflows, but it may be a bit overkill for users who don’t need those extra capabilities.

Sales Pipeline Management

Overview Expand Collapse

Sales Pipeline Management features are a great way to organize and keep track of your sales leads. You can use them to set up stages for your sales process, assign tasks to team members, and track the progress of each sale. This feature can be used in several ways, depending on your needs.

The first way is to use the Sales Pipeline Management features to keep track of your sales leads. You can add new leads manually or import them from a CRM system. Once they’re in the pipeline, you can assign stages to each lead and track their progress. This is a great way to see which leads are moving through the sales process and which are stuck.

The second way to use Sales Pipeline Management features is to set up tasks for team members. For example, you can create a task for a customer service representative to follow up with a lead sitting in the pipeline for too long. Or, you can create a task for a salesperson to call a leader who seems interested but hasn’t taken action yet. By assigning tasks like these, you can ensure that every lead gets the attention it deserves and that no one falls through the cracks.

Finally, you can use Sales Pipeline Management features to track the progress of each sale. This is helpful if you want to see how close someone is to closing a deal or if there are any problems. Tracking this information can help you identify areas where your sales process could be improved, so that future deals go more smoothly.

However, a few potential drawbacks exist to using Sales Pipeline Management features in your sales tools software. First, it can be time-consuming to set up and maintain. If you have a lot of leads, it can be difficult to keep track of them all in the pipeline. Additionally, if you change the stages or tasks assigned to team members, it can be hard to remember which leads need to be updated.

Second, some people may find the interface confusing or difficult to use. If you’re unfamiliar with pipelines, it might take some time to get used to the terminology and navigation. Additionally, sorting through everything and finding what you’re looking for can be tough if you have a lot of data in your pipeline. Finally, if something goes wrong with your pipeline (e.g., a lead gets stuck), it can be tricky to troubleshoot the issue without losing any data. 

Overall, Sales Pipeline Management features can be a helpful way to organize and keep track of your sales leads. However, there are some potential drawbacks that you should be aware of before using this feature in your sales tools software.

Benefits Expand Collapse

Benefits of Sales Pipeline Management

  1. It helps you keep track of your sales leads.
  2. Assigns tasks to team members.
  3. Track the progress of each sale.
  4. It can be used in several ways, depending on your needs.
  5. Great way to see which leads are moving through the sales process and which are stuck.
Drawbacks Expand Collapse

 Potential Drawbacks of Sales Pipeline Management 

  1. Time-consuming to set up and maintain.
  2. Interfaces can be confusing or difficult to use.
  3. If something goes wrong with your pipeline, it can be tricky to troubleshoot the issue without losing any data.
Recommendations Expand Collapse

Best sales tools software for Sales Pipeline Management

  • Pipedrive - offers a simple and effective way to keep track of your sales leads. It’s easy to set up and use, making it a great option for those new to using Sales Pipeline Management features. Additionally, Pipedrive offers a wide range of features, including the ability to assign tasks to team members, track the progress of each sale, and more.
  • HubSpot Sales - HubSpot Sales is another great option for easy-to-use sales tools software with powerful Sales Pipeline Management features. With HubSpot Sales, you can easily add new leads to your pipeline, assign stages and tasks to team members, track the progress of each sale, etc.

The difference between these two software is that Pipedrive offers a wide range of features while HubSpot Sales focuses on ease of use. If you’re looking for sales tools software with robust Sales Pipeline Management features, then Pipedrive is the better option. However, HubSpot Sales might be a better choice if you want something simpler and easier to use.

Accounting Integration

Overview Expand Collapse

Accounting Integration features for your sales tools software tool are an excellent way to keep track of your finances and ensure that all your data is accurate. This feature allows you to connect your accounting software with your sales tools to see all your financial information in one place. This can be extremely helpful if you are trying to manage multiple accounts or if you need to track spending across different departments.

This feature has several uses, but the most common is keeping track of your sales and expenses. When you have all your financial information in one place, it is much easier to see where your money is going and how much you bring in. This can be helpful when you are trying to budget or when you are trying to make sure that your sales team is meeting their targets.

Another use for this feature is to reconcile accounts. If you have multiple accounting software programs, this feature can help ensure they all match up. This can save you a lot of time and frustration if there are discrepancies between the two programs.

The Accounting Integration features for your sales tools software tool can also generate reports. These reports can be extremely helpful if you want to know how well your team is performing or if you want to see where there may be areas of improvement. Reports can also be generated for tax purposes or other compliance reasons.

There are some downsides to using this feature, however. The first downside is that it requires additional software to work correctly. This feature will not be very useful if you do not already have accounting software. Additionally, suppose you do not have a good understanding of accounting principles. This feature may not be very beneficial because it could lead to inaccurate data entering your system.

Overall, the Accounting Integration features for your sales tools software tool can be extremely helpful if you know how to use it correctly. However, this feature may not benefit you if you are not familiar with accounting principles or do not have accounting software.

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Benefits of Accounting Integration features

  1. It allows you to keep track of your finances and ensure that all your data is accurate.
  2. You can connect your accounting software with your sales tools to see all your financial information in one place.
  3. It can be extremely helpful if you are trying to manage multiple accounts or if you need to track spending across different departments.
  4. Can be used to keep track of your sales and expenses.
  5. When you have all your financial information in one place, it is much easier to see where your money is going and how much you bring in. 
  6. Ensures that all of your accounting software programs match up. 
  7. Can generate reports which can be extremely helpful if you want to know how well your team is performing or if you want to see where there may be areas of improvement.
Drawbacks Expand Collapse

Drawbacks of Accounting Integration features

  1. Requires an additional piece of software to work correctly. 
  2. This feature will not be very useful if you do not already have accounting software. 
  3. It could lead to inaccurate data being entered into your system if you do not understand accounting principles well.
Recommendations Expand Collapse

Best sales tools software for Accounting Integration

If you are looking for a sales tool that offers accounting integration, then we recommend Salesforce. Salesforce is a powerful CRM system that offers many features, including accounting integration. With this feature, you can connect your accounting software with Salesforce to see all your financial information in one place. Additionally, Salesforce offers a wide variety of reports which can be extremely helpful if you want to track your team’s performance or identify areas where improvement may be needed.

The next best option is Microsoft Dynamics 365. Like Salesforce, Microsoft Dynamics 365 offers accounting integration so that you can connect your accounting software with the system. Microsoft Dynamics 365 also offers a variety of reports which can help track your team’s performance or identify areas where improvement may be needed.

If you are not looking for a sales tool that specifically offers accounting integration, we recommend Zoho CRM or HubSpot Sales. Both of these CRMs offer a wide range of features and are suitable for businesses of all sizes.

Budgeting/Forecasting

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Budgeting/Forecasting features are an important part of any sales tools software tool. I use them to help me plan my budget for the upcoming year and track my progress against that budget. It works by considering my past sales data and projecting it forward to give me an idea of what I can expect in the future.

There are a few different ways that Budgeting/Forecasting features can be useful for sales tools software tool users. First, they can help you set realistic goals for your budget. Second, they can help you track your progress against those goals. And third, they can help you identify areas where you may need to adjust your budget to achieve your desired results.

I mainly use Budgeting/Forecasting features because they help me stay on track with my budget planning. Without these features, it would be very easy to overspend or underspend in certain areas. But by using these features, I can keep a close eye on my spending and ensure I’m staying within my means.

Another reason why I like Budgeting/Forecasting features is because they provide valuable insights into my business’s finances. By tracking my past sales data and projecting it into the future, I can see patterns emerge that might otherwise go unnoticed. This information helps me make more informed decisions about where to allocate my resources in the future, which ultimately leads to more success for my business.

It has its downsides, too. The main downside of using Budgeting/Forecasting features is that it can be time-consuming to set up and maintain. If you’re not careful, it’s easy to get lost in the details and forget the big picture. This is why I only use these features when I have a specific goal that I want to track progress against. Otherwise, I find it more helpful to regularly review my past sales data to identify any patterns or trends.

Another potential downside of Budgeting/Forecasting features is that they may not always give accurate results. This is because they rely on historical data that may not always represent what will happen in the future. For example, if a sudden change in your industry, such as introducing new regulations, your budget projections may no longer be accurate. Inaccurate projections can lead to frustration if you’re not achieving the expected results and can cause you to reassess your entire budget strategy.

Budgeting/Forecasting features are valuable to any sales tools software toolkit. They help me stay on track with my budget planning and provide valuable insights into my business’s finances. However, they have downsides, so I only use them when absolutely necessary.

Benefits Expand Collapse

Benefits of Budgeting/Forecasting features

  1. It helps you set realistic goals for your budget.
  2. Helps you track your progress against those goals.
  3. Helps you identify areas where you may need to adjust your budget to achieve desired results.
  4. Provides valuable insights into business finances.
  5. Ensures you stay within your budget.
Drawbacks Expand Collapse

Drawbacks of Budgeting/Forecasting features 

  1. It can be time-consuming to set up and maintain. 
  2. It May not always give you accurate results.
  3. It does not consider any sudden changes in your industry. 
  4. You must be careful not to get lost in the details.
Recommendations Expand Collapse

Best sales tools software for Budgeting/Forecasting features

I would recommend using SalesforceIQ or Zoho CRM for Budgeting/Forecasting features.

  • SalesforceIQ - provides a great way to manage your sales budget and track your progress against it. It’s easy to use and provides accurate projections. It also offers a free trial, so you can try it out before deciding whether or not to commit to it.
  • Zoho CRM - unlike Salesforce, Zoho CRM does not offer a free trial. However, it is still a great option for budgeting and forecasting features. It’s easy to use and provides accurate projections. Plus, it integrates with other Zoho products, which can be helpful if you already use them for your business.

Call Management

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Call Management features are designed to help salespeople more effectively manage their calls with customers. These features include call recording, forwarding, caller ID, and more. Call Management features can be used in sales tools software in a few different ways. The first is by using the features to record customer calls. This can be helpful for training purposes or review later on. Additionally, some software will allow you to transcribe these recordings to have a written conversation record.

Another way that Call Management features can be used is by setting up call forwarding rules. For example, you could set it up so that all calls from a certain area code get forwarded to your cell phone. This way, you can ensure you never miss an important call again. Additionally, many tools will also allow you to set up voicemail rules so that customers who reach your voicemail box will hear a specific message based on the time of day or day of the week (such as We’re currently closed but please leave us a message and we’ll return your call tomorrow during our normal business hours.).

Finally, some Call Management features also include caller ID blocking capabilities. This means that if someone who frequently calls your business but whom you don’t want to talk to (perhaps they’re trying to sell you something), then you can block their number from ever reaching your phone again.

This feature also has disadvantages. The first disadvantage is that some of these features can be abused. For example, someone can listen in on your conversations without your knowledge or consent if you have call recording enabled. Additionally, if you use call forwarding rules, there’s a chance that important calls could get forwarded to the wrong person (such as a salesperson who isn’t supposed to receive them).

Second, these features can also be distracting. Staying focused on your actions can be difficult if you’re constantly getting calls forwarded to your cell phone. Additionally, many people find caller ID blocking annoying because it means they’ll never know who’s calling them unless they answer the phone (and even then, the caller ID might just say Private Number or something similar).

All in all, Call Management features can be helpful or harmful depending on their use. If abused, they can cause more problems than they solve. However, when used properly and judiciously, they can be beneficial for both businesses and customers alike.

Benefits Expand Collapse

Benefits of Call Management features

  1. It can be used to record customer calls for training or review purposes.
  2. It can be used to transcribe customer calls into written form.
  3. Can be used to set up call forwarding rules so that important calls are never missed. 
  4. Can set up voicemail rules so that customers hear a specific message based on the time of day or day of the week. 
  5. Call Management features also include caller ID blocking capabilities, which can help avoid salespeople or other people you don’t want to talk to.
Drawbacks Expand Collapse

Drawbacks of Call Management features

  1. Some of these features can be abused by recording calls without the customer’s knowledge or consent. 
  2. These features can also be distracting, especially if you constantly get calls forwarded to your cell phone. 
  3. Caller ID blocking can be annoying because you’ll never know who’s calling unless you answer the phone (and even then, the caller ID might just say Private Number or something similar).
Recommendations Expand Collapse

Best sales tools software for Call Management features

The top picks in the market are

  • Salesforce Sales Cloud - a comprehensive sales tool that includes features like lead and opportunity management, quotes and proposals, forecasting, and more. It also offers Call Management features like call recording, call forwarding, caller ID blocking, and more. 
  • Zoho CRM - another comprehensive sales tool that includes features like contact management, Lead Scoring and Nurturing, email integration, and more. It also offers Call Management features such as call recording, call forwarding rules, voicemail rules, and caller ID blocking.

Suppose you need just the Call Management features. In that case, you might want to consider

  • CallHippo - a cloud-based call center software that offers automatic call recording, call forwarding, caller ID blocking, and more. 
  • RingCentral - another cloud-based call center software that includes features like automatic call recording, voicemail rules, ring groups, and more.

Customer History

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Customer History is a feature that allows you to view your customer’s purchase history. This is useful for sales tools software because it allows you to see what products your customers have purchased in the past and how much they spent on them. This information can help you upsell or cross-sell products to your customers.

The Customer History feature is a great way to get an idea of what products your customers are interested in and how much they are willing to spend on them. This information can be valuable when selling new products or services to your existing customer base. Other advantages are that you can use customer history to create targeted marketing campaigns. For example, if you notice that a particular customer tends to purchase products in the same category, you could create a marketing campaign specifically for that customer segment.

This feature can also be used with other features, such as customer profiles and contact lists, to create a complete picture of your customer base. When used together, these features can give you great insight into who your customers are, what they like to purchase, and how much they are willing to spend.

There are some drawbacks to using the Customer History feature, however. First, it is important to note that this information is only as accurate as the data entered into the system. This means that if there are any errors in the data entry process, then the results of your analysis may be inaccurate. Additionally, if you do not have a large enough sample size, your analysis’s results may not represent your entire customer base. Finally, if you do not update your customer history regularly, it may become outdated and no longer provide accurate information.

Overall, the Customer History feature is valuable for sales tools software. It can provide valuable insights into your customer base and help you create targeted marketing campaigns. However, it is important to remember that this information is only as accurate as the data entered into the system and that you need to have a large enough sample size to get reliable results.

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Benefits of Customer History

  1. It can help you upsell or cross-sell products to customers.
  2. It can be used to create targeted marketing campaigns.
  3. Gives you insight into what products customers are interested in and how much they are willing to spend on them.
  4. Ensures that customer contact information is up-to-date.
  5. Provides a complete picture of your customer base when combined with other features.
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Drawbacks of Customer History

  1. It may contain inaccurate information if there are errors in the data entry process.
  2. Your analysis results may not represent your entire customer base if you do not have a large enough sample size.
  3. It may become out-of-date and no longer provide accurate information if you do not update it regularly.
Recommendations Expand Collapse

Best sales tools software for Customer History

  • Salesforce - offers a comprehensive customer history feature that is accurate and up-to-date.
  • HubSpot Sales - also provides a robust customer history feature that can be used to create targeted marketing campaigns.
  • Pipedrive - has a strong focus on sales automation and offers several features to help you close more deals, including the ability to view your customer’s purchase history.

If you need an up-to-date and accurate customer history feature, then Salesforce is the best sales tools software. If you’re looking for a tool that will help you close more deals by automating your sales process, then Pipedrive is the best choice. And if you need a tool that can be used to create targeted marketing campaigns, then HubSpot Sales is the best option.

Customizable Branding

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Customizable Branding is a feature that allows you to change your software interface’s colors, fonts, and logos to match your company’s branding. This can be useful if you want your sales tools to have a consistent look and feel with the rest of your company’s marketing materials. It allows you to upload your company’s logo, select the colors you want to use, and choose the fonts you want to use.

It is used in several ways like

  • You can use it to change the colors of your software interface to match your company’s branding. This is helpful if you want your sales tools to have a consistent look and feel with the rest of your company’s marketing materials.
  • You can upload your company’s logo, select the colors you want to use, and choose the fonts you want to use for a more customized look. 
  • Customizable Branding also allows you control over how often updates are made available to users and what types of notifications users will receive about new features or changes- perfect for those who like things just so!

4 Reasons Why Salespeople Should Use Customizable Branding 

  • First impressions matter- make sure yours is on point by ensuring that everything from your website down to the smallest details in your sales tools reflect positively on your brand. 
  • Consistency builds trust- avoid confusing potential customers or partners by using Customizable Branding across all channels, including social media, email communications, and even physical collateral such as business cards or swag. 
  • Put yourself in control- take charge of how frequently people see updates about your product by dictating when users are notified instead of relying on them remembering (or forgetting!)to check back periodically. After all, timing is everything in sales.
  • Make it personal- let people know there’s a real human behind this great product by adding a touch of personality with photos or videos and text customization options.

However, there are a few drawbacks. 

First, it can be time-consuming to set up if you want everything to look just right. If you’re not careful, it’s easy to spend hours tweaking colors and fonts without making real progress. The second downside is that once you’ve made your changes, there’s no going back- so make sure you’re really happy with your new branding before hitting the save button! Last but not least, some people find Customizable Branding to be overwhelming or even unnecessary- so consider whether this feature is truly worth your time before diving in headfirst.

Overall, I think the pros of using Customizable Branding features for sales tools outweighed the cons. It gives users more control over how their product looks and feels, which can help build trust with potential customers or partners. Plus, it allows users to personalize their product with photos or videos - which might come in handy when trying sales tools across different channels such as social media or email communications.

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Benefits of Customizable Branding

  1. Provides a consistent look and feel for sales tools.
  2. Customizable Branding allows you to change your software interface’s colors, fonts, and logo to match your company’s branding. This can be useful if you want your sales tools to have a consistent look and feel with the rest of your company’s marketing materials.
  3. It allows you to upload your company’s logo.
  4. You can upload your company’s logo, select the colors you want to use, and choose the fonts you want to use for a more customized look. 
  5. Gives users control over how often updates are made available.
  6. Customizable Branding lets you control how often updates are made available to users and what notifications users will receive.
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Potential Drawbacks of Customizable Branding

  1. It can be time-consuming to set up if you want everything to look just right. 
  2. Once changes are made, there is no going back.
  3. It may be overwhelming or even unnecessary for some users.
Recommendations Expand Collapse

Best sales tools software for Customizable Branding features

The best in the market are those that offer a wide range of customization options while still being easy to use. Some good examples include

  • Canva- Canva is a user-friendly graphic design tool that offers customizable templates for sales tools branding purposes. 
  • Adobe Photoshop- Adobe Photoshop is a widely used image editing software with many features for creating custom graphics and logos. 
  • GIMP- GIMP is a free and open-source alternative to Photoshop with similar capabilities for creating custom graphics.

However, if you’re looking for something more specialized for sales tools branding, there are a few options that offer pre-made templates and designs specifically for this purpose. Some good examples include

  • Bannersnack - a tool that offers customizable banner templates for various purposes, including sales tools branding. 
  • Hatchful - is a free logo maker from Shopify that offers ready-to-use logos and other graphics designed for businesses.

Electronic Signature

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Electronic Signature features are a great way to get your sales agreement or contract signed quickly and easily. With this feature, you can simply upload your document, add the signer’s name and email address, and then send it off. The signer will receive an email with a link to the document, which they can view and sign electronically. This feature can be used in several ways, like getting a new client to sign an agreement or even getting someone to sign a contract for the work that you’re doing. Overall, it’s a great way to get things signed quickly and easily without printing anything or going through the hassle of mailing something.

There are some things you need to consider in getting this feature. First, you’ll want to ensure that your document is in PDF format to be easily viewed and signed by the signer. You’ll also want to consider how you send the document - whether it’s through email or a secure link. Lastly, you need to decide what information the signer needs before they can digitally sign the document.

For example, if you’re getting someone to sign an agreement, you may need their name, address, and phone number. If you’re just getting a contract signed for work, you only need their signature. Once these things are considered, using electronic signatures for your sales tools software tool is a great way to get documents signed quickly and easily without hassle.

There are some disadvantages to using electronic signatures for your sales tools software tool. One disadvantage is that the person signing the document may not be able to view it. This means that if there are any errors or omissions in the document, the signer may not be aware of them. Additionally, if you’re sending the document through email, there’s always a chance that it could get lost or deleted before the signer has a chance to view it. Finally, some people may feel uncomfortable digitally signing a document - even though it’s perfectly legal and binding.

Overall, electronic signatures for your sales tools software tool can be a great way to get documents signed quickly and easily. However, you need to consider all the pros and cons before deciding whether or not this feature is right for you and your business needs.

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Benefits of Electronic Signature Software

  1. It provides a quick and easy way to get documents signed.
  2. It can be used for agreements, contracts, or other business purposes.
  3. Allows you to collect the information from the signer before they can digitally sign the document.
  4. Ensures that the document is in PDF format so that it can be easily viewed and signed by the signer.
  5. Provides a secure link for the document so that it can’t be lost or deleted before the signer can view it.
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Drawbacks of Electronic Signature Software

  1. It may be difficult for the signer to view the entire document.
  2. If you’re sending the document through email, there’s always a chance that it could get lost or deleted before the signer can view it.
  3. Some people may feel uncomfortable digitally signing a document - even though it's perfectly legal and binding.
Recommendations Expand Collapse

Best sales tools software for Electronic Signature features

I highly recommend using electronic signatures for your sales tools software tool. It’s a quick and easy way to get documents signed and can be used for agreements, contracts, or other business purposes. Additionally, it allows you to collect the information you need from the signer before they can digitally sign the document. Plus, it provides a secure link for the document so that it can’t be lost or deleted before the signer can view it. The top picks in the market are Adobe Sign, DocuSign, and HelloSign.

  • Adobe Sign - offers a quick and easy way to get documents signed. It’s simple to use, and you can collect the information you need from the signer before they can digitally sign the document.
  • DocuSign - is another great choice for electronic signatures. It provides a secure link for the document so that it can’t be lost or deleted before the signer can view it.
  • HelloSign - my top pick for best sales tools software with electronic signature features. It’s easy to use, and you can collect the information you need from the signer before they can digitally sign the document. Plus, it provides a secure link for the document so that it can’t be lost or deleted before the signer can view it.

Email Tracking

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Email Tracking is a feature that allows you to see when your email has been opened, how many times it’s been opened, and on what devices. This information can be useful for follow-up purposes or simply to gauge whether or not your message is being seen.

There are a few things to consider before using this feature, however. First of all, is the person you’re emailing reading your messages? Just because an email is marked as reading doesn’t necessarily mean that the recipient read the entire thing - they may have scanned it quickly or clicked on a link without bothering to read the rest of the message. Secondly, do you want to know when someone reads your emails? In some cases (such as sales pitches), it might be beneficial to wait a day or two before following up so that you don’t seem overly eager. On the other hand, if you’re just trying to keep track of important conversations with clients or colleagues, constant tracking could come across as intrusive.

This feature is used in several ways. First, you can track when your email has been opened, how many times it’s been opened, and on what devices. This information can be useful for follow-up purposes or to gauge whether your message is being seen.

The second way this feature is used is by keeping track of who opens your emails and clicks on links within the messages. This can be beneficial if you’re trying to gauge interest levels in a particular product or service. However, it’s important to remember that just because someone clicked on a link doesn’t mean they’re interested in what you’re selling - they may have just been curious about the subject matter.

Thirdly, some people use email tracking to snoop on their contacts. If you enable this feature, you’ll get a notification telling you when and where they accessed it whenever someone reads one of your emails. This information could be used to spy on someone’s whereabouts or activities, so it’s important to use it sparingly and only with people you trust implicitly.

Email tracking features can be useful in certain situations but also have potential risks and drawbacks. One potential disadvantage is the possibility that the person you’re emailing will find out that you’re tracking their activity, which could damage your relationship with them. Email tracking can be used to snoop on people, which is a major invasion of privacy. Constant email tracking notifications can become very intrusive and annoying if you’re not careful.

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Benefits of Email Tracking Features

  1. It can be used to gauge interest levels in a product or service.
  2. It can be used to follow up with contacts after an email has been read.
  3. Ensures that important messages are being seen.
  4. Provides valuable insights into customer behavior.
  5. It lets you see what devices are used to read your emails.
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Drawbacks of Email Tracking Features

  1. It can be intrusive and annoying if not used carefully.
  2. It may damage relationships with contacts if they find out you’re tracking their activity. 
  3. It Is a major invasion of privacy.
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Best sales tools software for Email Tracking

  • HubSpot Sales - offers robust email tracking features, including the ability to see when an email has been opened and how many times it’s been read. You can also track which devices are used to read your emails to ensure your message is being seen on the right platform. The only downside is that HubSpot Sales isn’t free - plans start at $50 per month.
  • Pipedrive - is similar to those offered by HubSpot Sales. However, there is one key difference - you can only track up to five emails per day with the free plan. You’ll have to upgrade to a paid plan starting at $12.50 per month if you need more.

If you need the ability to track when your email has been opened, both HubSpot Sales and Pipedrive will work well for you. However, HubSpot Sales is the better option if you need more comprehensive tracking features (such as seeing which devices are being used to read your emails).

For Sales Teams/Organizations

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For Sales Teams/Organizations is a feature of the software I have used for sales tools. It is designed to help organizations manage their sales teams and processes more effectively. The software has several features ideal for this purpose, including tracking and monitoring sales team performance, creating and managing custom sales process templates, and automating sales tasks.

I have found For Sales Teams/Organizations to be an extremely useful feature for my own sales tools needs. It has helped me save time by automating many tedious tasks associated with managing a sales team. It has also allowed me to customize my sales processes to suit my specific needs better. However, there are a few downsides to using For Sales Teams/Organizations that should be considered before deciding whether or not it is right for your organization.

One potential downside of using For Sales Teams/Organizations is its cost – while the monthly subscription price is relatively affordable at $10 per month per user, some larger organizations may find this price point prohibitively expensive. Additionally, For Sales Teams/Organizations do require a significant amount of setup time to get started – although this investment can pay off handsomely in terms of increased efficiency down the line, it may not be feasible for some organizations that do not have the manpower or resources available to dedicate towards setting up the system properly. Overall though, I believe that For Sales Teams/Organizations offers a valuable set of features at a fair price point – especially when compared against similar solutions on the market – making it well worth considering for any organization looking to improve their sales team productivity.

Before deciding whether to purchase For Sales Teams/Organizations, I would encourage potential buyers to assess their organization’s needs and budget to see if the investment is feasible. Additionally, I would recommend taking some time to set up a free trial account to get a better feel for the software and how it can help your specific organization before committing.

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Benefits of For Sales Teams/Organizations

  1. Automates many tedious tasks associated with managing a sales team.
  2. Allows easy customization of sales processes to suit specific needs better.
  3. Provides valuable insights into sales team performance.
  4. Fairly priced at $10 per month per user.
  5. Ensures compliance with sales regulations.
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Downsides of For Sales Teams/Organizations

  1. It may be too expensive for some organizations at $10 per month per user.
  2. A significant amount of setup time is required to get started.
  3. It does not offer a free trial period.
Recommendations Expand Collapse

Best sales tools software for For Sales Teams/Organizations feature

  • Zoho CRM - is a comprehensive and easy-to-use customer relationship management software that helps sales teams manage their customers, deals, and processes more effectively. It offers several features similar to For Sales Teams/Organizations, including automating sales tasks, customizing sales processes, and tracking team performance. However, it does not offer a free trial period like For Sales Teams/Organizations does – meaning that you will need to commit to a monthly subscription to use the software. Additionally, Zoho CRM’s price point is slightly higher than For Sales Teams/Organizations at $12 per month per user.
  • Pipedrive - is another popular choice for sales organizations looking to streamline their processes and improve performance. It offers many of the same features as For Sales Teams/Organizations – such as the ability to automate sales tasks and customize sales processes – but also includes some unique features, such as built-in email integration and real-time pipeline tracking. Pipedrive’s pricing is very competitive with For Sales Teams/Organization's at just $10 per month per user – making it an excellent value for businesses looking for an affordable yet feature-rich solution.

Payment Processing

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Payment Processing is a feature of sales tools software that allows users to process payments for their products and services. This can be done through various means, such as credit cards, debit cards, PayPal, or other online payment methods. Payment Processing is a necessary part of any eCommerce business, as it allows customers to purchase your products and services easily and securely.

There are many benefits to using Payment Processing features in your sales tools software. First, it makes purchasing your products and services easy for customers. Customers can simply enter their credit card information into the system and purchase without leaving their homes’ comfort. Second, Payment Processing is a secure way to accept payments from customers. All customer information is encrypted when processed through Payment Processing features, so you can rest assured that your customer’s personal information is safe from identity theft or fraud.

Third, you can reduce fraudulent chargebacks by using Payment Processing features in your sales tools software toolkit. Chargebacks happen when a customer claims they did not receive the product or service they paid for even though they show evidence of receiving it (such as an email receipt). When this happens, businesses lose out on both the product or service AND the money spent on processing the chargeback itself! Payment Processing can help reduce fraudulent chargebacks because all transactions are completed electronically between you and the customer. There is no physical product or service ever exchanged hands which reduces opportunities for fraudsters to commit crimes like friendly fraud. 

Finally, another great benefit of using Payment Processor in your sales tools arsenal is that it saves you time. Rather than manually process each individual sale, you can set up automated recurring billing, so customers are automatically charged on agreed-upon dates...this leaves you free to do things like close more deals & enjoy life outside of work.

Now let’s look at some potential drawbacks of implementing a Payment Processor into your sales workflow via sales tool software. First, if you’re not using a well-known and trusted Payment Processor like PayPal or Stripe there’s always a small risk that customers may be hesitant to input their credit card information into your system. This can be alleviated by providing clear and concise instructions on payment and offering customer support in case they have any questions or problems.

Second, another potential drawback of Payment Processing is that it can sometimes take longer for payments to go through compared to other methods (such as mailing a check). This is usually because banks have different processing times for electronic transactions. However, this shouldn’t be a major problem if you give your customers adequate time to make payments (such as 7-10 days).

The pros of using Payment Processing features in your sales tools software toolkit far outweigh the cons. If you’re looking for an easy and secure way to accept customer payments, then implementing Payment Processing is the way to go.

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Benefits of Payment Processing

  1. It makes it easy for customers to purchase your products and services.
  2. Secure way to accept payments from customers.
  3. It can help reduce fraudulent chargebacks.
  4. Saves your time.
  5. Ensures that all transactions are completed electronically between you and the customer - no physical product or service ever exchanged hands. 
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Drawbacks of Payment Processing

  1. It may take longer for payments to go through compared to other methods.
  2. If you’re not using well-known and trusted Payment Processors like PayPal or Stripe, there’s always a small risk that customers may be hesitant to input their credit card information into your system.
  3. It does not offer customer protection against fraud like other methods, such as PayPal’s buyer protection policy.
Recommendations Expand Collapse

Best sales tools software for Payment Processing

If you’re looking for an easy and secure way to accept customer payments, then implementing Payment Processing is the way to go. This category’s best sales tools software includes PayPal, Stripe, and Square.

  • PayPal - offers a secure and easy way to accept customer payments. It also provides customer support in case they have any questions or problems.
  • Stripe - also offers a secure and easy way to accept customer payments. In addition, it provides clear and concise instructions on how to make a payment.
  • Square - another great option for Payment Processing features in your sales tools software toolkit. It saves you time by allowing you to set up automated recurring billing, so customers are automatically charged on agreed-upon dates.

Pipeline Reports

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Pipeline Reports is a powerful sales tool that allows you to create customized reports on your data. It’s easy to use and has various features that make it a great choice for sales teams. The first thing I noticed about Pipeline Reports is its ease of use. Creating custom reports is simple and doesn’t require any coding knowledge. You can also schedule reports to be generated automatically, which is helpful if you want to track your sales pipeline regularly. Another feature I like is the ability to share reports with other users. This makes it easy to collaborate with team members or clients who might find the information useful. And if you’re working with sensitive data, you can rest assured knowing that Pipeline Reports uses encryption to protect your information.

This feature can be used in several ways to identify potential areas of improvement in the sales process, highlighting any changes that need to be made in the strategy, and so on. It is a helpful tool for those who want to make data-driven decisions about their business.

However, there are a few things I didn’t like about Pipeline Reports. First, the pricing is a bit high compared to other similar tools on the market. Second, some of the features are only available with the paid version of the software. Overall, Pipeline Reports is a great choice for sales teams looking for an easy-to-use report-generation tool with plenty of features.

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Benefits of Pipeline Reports

  1. Easy to use.
  2. Generate custom reports without needing coding knowledge.
  3. Schedule reports are generated automatically.
  4. Share reports with other users easily.
  5. Use encryption to protect sensitive data.
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Drawbacks of Pipeline Reports

  1. It may be priced high compared to other similar software in the market.
  2. Some features are available only on the paid version.
  3. The email response time is slow because it does not have a live chat support system.
Recommendations Expand Collapse

Best sales tools software for Pipeline Reports features

The top picks in the market are currently SalesforceIQ, Insightly, and Pipedrive. This software offers various features with its own strengths and weaknesses.

  • SalesforceIQ - provides many customization options for reports and has a very user-friendly interface. However, it lacks some features that the other two software have, such as sharing reports with others or encrypting data.
  • Insightly - offers more features than SalesforceIQ, including report sharing and encryption. It also has a slightly more difficult learning curve because of its many customization options.
  • Pipedrive - is the most feature-rich of the three, with report sharing, encryption, live chat support, and more. However, it can be challenging to use if you’re unfamiliar with sales tools, software, or CRM systems.

Barcode / Ticket Scanning

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Barcode / Ticket Scanning is a great sales tool software feature. It allows you to quickly and easily scan barcodes or tickets to get information about products or services. This can be very helpful when you are trying to find out more about a product or service or when you are trying to track down a specific item.

There are two main ways to use this feature: scanning an item’s barcode or an event ticket. By scanning the barcode, you can get information about the product, such as its price, availability, etc. You can also learn more about the company that manufactures the product. On the other hand, if you scan a ticket, you can get information about the event itself – date, time, location, etc.

There are some advantages and disadvantages to using this feature. One advantage is that it is very quick and easy to use; simply point your camera at the barcode /ticket and let the software do its job. Another advantage is that it can be used in many different situations – at trade shows, conferences, stores, or even at home. Finally, it is a great way to keep track of inventory levels. 

However, there are several potential drawbacks firstly, the accuracy of the data retrieved may not be 100%; secondly, if you’re not familiar with how to use the feature correctly, then you could end up wasting time trying; and finally, there is always the possibility that someone else will have access to your data if they know how to use the feature.

The barcode/ticket scanning feature is a great addition to any sales tools software. It is quick and easy to use and can be very helpful in many different situations. However, there are some potential drawbacks that you should be aware of before using this feature. Having said this, if you are looking for a quick and easy way to get information about products or services, then this feature is worth considering.

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Benefits of Barcode / Ticket Scanning 

  1. It allows you to quickly and easily scan barcodes or tickets to get information about products or services.
  2. It can be used in many different situations – at trade shows, conferences, stores, or even at home.
  3. It Is a great way to keep track of inventory levels.
  4. Ensures you do not forget any products or services you want to purchase.
  5. It provides an easy way for customers to learn more about your products or services.
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Potential drawbacks of Barcode / Ticket Scanning 

  1. The accuracy of the data retrieved may not be 100%.
  2. If you’re unfamiliar with how to use the feature correctly, you could waste time trying. 
  3. There is always the possibility that someone else will have access to your data if they know how to use the feature.
Recommendations Expand Collapse

Best sales tools software for Barcode / Ticket Scanning 

  • SalesforceIQ CRM - is great for sales tools because it offers a wide range of features, including barcode/ticket scanning. In addition, the software is very user-friendly and easy to use.
  • Zoho CRM - also offers a wide range of features, including barcode/ticket scanning. However, it is slightly more complex than SalesforceIQ CRM and may not be suitable for all users.
  • Pipedrive CRM - offers a simple and straightforward interface that makes it easy to use for sales tools. It also includes a barcode/ticket scanning feature.

If you’re looking for sales tools software that offers a wide range of features, including barcode/ticket scanning, then SalesforceIQ CRM is the best option. However, if you’re looking for simpler and more user-friendly sales tools software, Zoho CRM or Pipedrive CRM may be better suited to your needs.

Booking Management

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Booking Management is a great feature of sales tools software. It allows you to keep track of your appointments, bookings, and meetings in one place. This is extremely helpful if you have a lot of clients or customers to contact regularly. The Booking Management feature is also very user-friendly. You can easily add new appointments and bookings, view upcoming events, and reschedule or cancel appointments with just a few clicks. 

This feature is used in several ways. The first way is used to manage and keep track of appointments. You can add new appointments easily by clicking on the Add New Appointment button. This will open up a form where you can enter all the necessary information about the appointment, such as the date, time, location, participants, etc. Once you have entered all this information, you can click on the Save button to save the appointment. 

You can also view upcoming events by clicking on the Upcoming Events tab. This will show you a list of all your upcoming appointments and bookings. You can reschedule or cancel any event by clicking on the appropriate buttons. 

The Booking Management feature is extremely helpful for sales tools software users with many clients or customers to contact regularly. It allows them to keep track of their appointments and bookings in one place and makes it easy to add new appointments and reschedule or cancel existing ones.

However, there are a few drawbacks to this feature. First, it is only available in the paid sales tools software. This means that if you are using the free trial version or the basic version of the software, you will not be able to access this feature. Second, some users have reported that the Booking Management feature can be a bit buggy and may not always work as intended.

Considering all these, I recommend the Booking Management feature for sales tools. It is a great way to keep track of your appointments and bookings and is very user-friendly. However, if you are using the free trial version or the basic version of the software, you may want to wait until you upgrade to the paid version before using this feature.

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Benefits of Booking Management

  1. Keeps track of appointments, bookings, and meetings in one place.
  2. Very user-friendly.
  3. It allows you to add new appointments and view upcoming events easily.
  4. You can reschedule or cancel any event with just a few clicks.
  5. Ensures that you never forget an important meeting or appointment.
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Drawbacks of Booking Management

  1. Only available in the paid version of sales tools software.
  2. Some users have reported that the Booking Management feature can be a bit buggy and may not always work as intended.
  3. It may not be worth the investment if you are only using the free trial or basic version of sales tools software.
Recommendations Expand Collapse

Best sales tools software for Booking Management features

  • Salesforce - offers a great Booking Management feature that is user-friendly and allows you to keep track of your appointments, bookings, and meetings in one place.
  • HubSpot Sales - also offers a great Booking Management feature that is user-friendly and allows you to keep track of your appointments, bookings, and meetings in one place. In addition, HubSpot Sales integrates with Gmail, so you can easily add new appointments from your email inbox.
  • Zoho CRM - another paid sales tools software that offers a great Booking Management feature. Zoho CRM also integrates with Google Calendar to easily view upcoming events and add new appointments directly from your calendar.
  • Freshsales CRM - another paid sales tools software with an excellent Booking Management feature. Freshsales CRM also has a mobile app so you can manage your appointments on the go.
  • Copper CRM - Lastly, Copper CRM is a paid sales tool with an amazing Booking Management feature. CopperCR M integrates with Outlook to easily manage your appointment schedule within your email inbox.

Calendar Sync

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Calendar Sync features are available in many sales tools and software programs. They allow users to sync their calendars with the program automatically to keep track of their appointments and tasks in one place. This is a great feature for busy salespeople who must stay organized and on their schedules. It works by syncing the salesperson’s calendar with the software program so they can view their appointments and tasks in one place.

There are a few things to remember when using Calendar Sync features. First, ensuring that the sales tools software program you use supports this feature is important. Many programs do not sync calendars automatically, so checking before purchasing or downloading a new program is important. Second, once you have found a program that supports Calendar Sync features, read the instructions carefully before setting up the synchronization. This will ensure that your data is properly transferred between your calendar and the software program. Finally, remember that Calendar Sync features only work if your calendar and the sales tools software program are open simultaneously. If either is closed, changes to your schedule will not be reflected in the other until both are opened again.

There are some advantages to using this feature in your sales tools software. First, it can help you stay organized by allowing you to see all of your appointments and tasks in one place. Second, it can save you time by manually eliminating the need to transfer data between your calendar and the software program. Finally, Calendar Sync features can help prevent data loss by ensuring that your calendar and the sales tools software program have the most up-to-date information.

Before using this feature in your sales tools software tool, there are also some disadvantages. First, if your calendar or the sales tools software program is not open simultaneously, changes made to one will not be reflected in the other until both are opened again. This could lead to confusion and frustration if you are trying to coordinate multiple schedules. Second, if you do not set up Calendar Sync correctly, it is possible that some data may not be transferred properly between your calendar and the software program. This could result in lost appointments or tasks being created on either side. Finally, while Calendar Sync features can save you time overall, they may add an extra step to your workflow if you are used to working with only one schedule at a time.

Benefits Expand Collapse

Benefits of Calendar Sync

  1. It allows you to see your appointments and tasks in one place.
  2. Save time by manually eliminating the need to transfer data between your calendar and the software program.
  3. Can help prevent data loss by ensuring that your calendar and the sales tools software program have the most up-to-date information.
  4. Ensures that changes made to your schedule on one side are reflected on the other.
  5. Provides an extra layer of organization for busy salespeople.
Drawbacks Expand Collapse

Drawbacks of Calendar Sync

  1. If your calendar or the sales tools software program is not open simultaneously, changes made to one will not be reflected in the other until both are opened again.
  2. If you do not set up Calendar Sync correctly, it is possible that some data may not be transferred properly between your calendar and the software program. This could result in lost appointments or tasks being created on either side. 
  3. While Calendar Sync features can save you time overall, they may add an extra step to your workflow if you are used to working with only one schedule at a time.
Recommendations Expand Collapse

Best sales tools software for Calendar Sync features

There are many sales tools and software programs available that offer Calendar Sync features. Some of the best include Salesforce, HubSpot Sales, and Pipedrive. All three of these programs offer a variety of features that can help salespeople stay organized and on top of their schedules. They also provide instructions on how to set up Calendar Sync so that users can get the most out of this feature.

  • Salesforce - provides various features that can help salespeople stay organized, including Calendar Sync. The program also offers instructions on how to set up synchronization so that users can get the most out of this feature.
  • HubSpot Sales - offers a variety of features designed to help salespeople stay organized and on top of their schedules. The program includes Calendar Sync so that users can keep track of their appointments and tasks in one place. It also provides instructions on how to set up the synchronization properly.
  • Pipedrive - is a great choice for salespeople who must stay organized and on top of their schedules. The program includes Calendar Sync so users can view their appointments and tasks in one place. It also offers clear instructions on how to set up the synchronization process so that users can get the most out.

Calendar/Reminder System

Overview Expand Collapse

Calendar/Reminder System features are important for sales tools software tools because they allow you to keep track of your sales appointments, calls, and meetings. They also help you remember to follow up with customers and clients. There are two main types of Calendar/Reminder System features: those that come with the software tool itself and those available as add-ons or plugins. Some software tools offer both options.

This feature is used in several ways. First, it can be used to keep track of your sales appointments. You can use the Calendar/Reminder System to set reminders for yourself or other team members. This way, you will never miss an important meeting or call. Second, the Calendar/Reminder System can be used to follow up with customers and clients. If you have a meeting with a potential customer, you can use the Calendar/Reminder System to set a reminder for yourself to follow up with that person after the meeting.

Several advantages exist of using Calendar/Reminder System features for sales tools software tools. First, they help you stay organized and on top of your sales appointments and meetings. Second, they remind you to follow up with customers and clients after meetings, so you do not forget about them. Third, these features usually come standard with most sales tools software tools, so there is no need to purchase an add-on or plugin; however, some software tools offer both options so that users can choose which one works best for their needs.

There are also some disadvantages of using Calendar/Reminder System features for sales tools software tools. First, if you do not use these features correctly, they can make it more difficult for you to stay organized and on top of your appointments and meetings (e., if you forget to set a reminder). Second, since these features come standard with most sales tools software tools, there is no easy way to customize them according to your needs (e., adding additional fields such as Action Items).

Benefits Expand Collapse

Benefits of Calendar/Reminder System features for sales tools software tool

  1. They help you stay organized and on top of your sales appointments and meetings.
  2. They remind you to follow up with customers and clients after meetings so you do not forget about them.
  3. These features usually come standard with most sales tools software tools, so there is no need to purchase an add-on or plugin; however, some software tools offer both options so that users can choose which one works best for their needs.
  4. Ensures that you never miss an important meeting or call. 
Drawbacks Expand Collapse

Disadvantages of Calendar/Reminder System features for sales tools software tools.

  1. If you do not use these features correctly, they can make it more difficult for you to stay organized and on top of your appointments and meetings (e., if you forget to set a reminder). 
  2. Since these features come standard with most sales tools software tools, there is no easy way to customize them according to your needs (e., adding additional fields such as Action Items).
  3. It may be difficult to find the time to input your sales appointments into the Calendar/Reminder System if you have many of them.
Recommendations Expand Collapse

Best sales tools software for Calendar/Reminder System features

There is no one best sales tools software for Calendar/Reminder System features; it depends on your needs. However, some popular options include Salesforce, HubSpot Sales, and Zoho CRM.

  • Salesforce - offers both Calendar and Reminder System features; has a drag-and-drop interface to easily add appointments and meetings; offers customizable fields to tailor the information to your needs.
  • HubSpot Sales - offers Calendar and Reminder System features; allows you to create reminders for yourself or other team members; integrates with Gmail, Outlook, and other email providers to easily keep track of your sales conversations.
  • Zoho CRM - offers a Calendar plugin that can be used to keep track of your sales appointments and meetings; also offers an Action Items plugin that allows you to create custom fields such as Action Items.

Financial Management

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Financial Management features are important for any sales tools software tool. They allow you to keep track of your finances, budget and forecast your sales, and make informed decisions about allocating your resources.

Use Financial Management features in your sales tools software tool in several ways. The first is using the built-in financial management features that many sales and software tools offer. This can be a great way to start managing your finances, but it can be limiting if you need more advanced features or want more control over your finances.

The second way to use Financial Management features in your sales tools software tool is by integrating with third-party financial management software. This gives you more flexibility and control over your finances, but it can be more expensive and time-consuming than using the built-in financial management features of your sales tools software tool.

The third way to use Financial Management features in your sales tools software tool is by developing custom solutions within your toolkit’s financial management features. This can be the most flexible and powerful way to manage your finances, but it will require the most time and effort to maintain and set up. You should only pursue this option if you have the technical expertise to build your own solution or if none of the other options meet your needs.

As someone who has used multiple different types of sales software, I find that one of the most important feature sets that these programs offer their users is some form of internal accounting or what we commonly refer to as financial management capabilities within the program itself. While there are various levels at which these capabilities exist - from very basic bookkeeping all up through full-scale enterprise resource planning (ERP) solutions - even having some core functionality available natively within the application can save businesses considerable time and money by eliminating unnecessary duplicate data entry across disparate systems as well as reducing potential human error when manually transferring information between applications.

However, there are some disadvantages to consider when using Financial Management features within your sales tools software tool. The first is that it can add complexity to an already complex application. If you are not careful, the financial management features of your sales tools software tool can make it more difficult to use and understand. The second is that if you are not diligent in keeping your financial data up-to-date, accurate, and complete, it can lead to inaccurate decisions about allocating resources. Finally, suppose you do not have the technical expertise to develop and maintain a custom solution for managing your finances within your sales tools software toolkit. In that case, you may better integrate with a third-party financial management solution or use your sales tools software’s built-in financial management features.

Benefits Expand Collapse

Benefits of Financial Management Features

  1. It allows you to keep track of your finances.
  2. Helps you budget and forecast your sales.
  3. Helps to make informed decisions about how to allocate resources.
  4. It can save businesses time and money by eliminating duplicate data entry across disparate systems.
  5. Reduces potential human error when manually transferring information between applications.
Drawbacks Expand Collapse

Drawbacks of Financial Management Features 

  1. It can add complexity to an already complex application.
  2. If not careful, the financial management features of your sales tools software tool can make it more difficult to use and understand.
  3. Not being diligent in keeping your financial data up-to-date, accurate, and complete can lead to inaccurate decisions about allocating resources.
Recommendations Expand Collapse

Best sales tools software for Financial Management Features

If you need more advanced features or want more control over your finances, integrate with third-party financial management software. If you have the technical expertise to build your own solution or if none of the other options meet your needs, develop your own custom solutions to use within the financial management features of your sales tools software toolkit. The top picks in the market are

  • Microsoft Dynamics 365 for Finance and Operations offers a comprehensive and robust set of financial management features that can be customized to meet the specific needs of your business. It provides a high degree of control and flexibility, making it a great choice for businesses needing advanced features or more control over their finances.
  • SAP S/4HANA Finance - offers a comprehensive set of financial management features tightly integrated with other SAP business applications. It also features a high degree of flexibility and customization.
  • Oracle Cloud Financials - provides a comprehensive and robust set of financial management features that are easy to use and configure. Oracle Cloud Financials is a great choice if you need a simple financial management solution that is easy to use and configure.

Lead Generation

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Lead Generation is identifying and qualifying potential customers for your product or service. There are several different lead-generation strategies that you can use, but the most effective ones typically involve some combination of online and offline marketing activities. Online methods might include search engine optimization (SEO), content marketing, pay-per-click (PPC) advertising, social media marketing, and email marketing. Offline methods could include print ads, direct mail campaigns, trade show participation, and cold calling.

The goal of any lead generation strategy is to generate as many high-quality leads as possible so that your sales team can close more deals and grow your business. The best way to do this is to track and measure the results of your efforts so that you can constantly optimize and improve your approach. This feature is used in several ways, but the most effective way to use it is by constantly testing different methods and tracking the results.

There are several different software tools that you can use to help with your lead-generation efforts. Some of these tools are designed specifically for lead generation, while others offer more general marketing automation capabilities. Choosing a tool that will fit well into your overall sales and marketing process is important to get the most out of it.

When choosing a lead generation tool, there are a few key features that you should look for

  • Ease of use - the software should be easy to use so that you don’t waste time figuring out how to use it. It should also have a user-friendly interface to find the information and features you need quickly.
  • Lead capture - the software should be able to capture leads from various sources, including your website, social media channels, email campaigns, and offline marketing activities. It should also provide ways to segment and organize your leads so that you can follow up with them effectively.
  • Lead nurturing - the software should include features for nurturing your leads through the sales pipeline until they’re ready to buy from you. This could include automatic emails, drip campaigns, task management, and contact lists.

While it has many advantages, it also has disadvantages. The main disadvantage of using a lead generation tool is that it can be time-consuming to set up and manage. If you’re not careful, you can easily spend more time on your lead generation efforts than you do on actually selling to customers. Additionally, if you’re not generating high-quality leads, your sales team will likely have a tough time converting them into customers.

Lead Generation features are great for sales tools because they help generate leads from various sources. They also provide ways to segment and organize your leads so that you can follow up with them effectively. However, they can be time-consuming to set up and manage if you’re not careful.

Benefits Expand Collapse

Benefits of Lead Generation features

  1. Can help generate leads from various sources.
  2. Can provide ways to segment and organize your leads.
  3. It can be used to nurture your leads through the sales pipeline.
  4. Ensures your sales team has a constant supply of high-quality leads.
  5. Provides data that can be used to improve your overall sales and marketing strategy.
Drawbacks Expand Collapse

Disadvantages of Lead Generation features

  1. It can be time-consuming to set up and manage.
  2. If you’re not generating high-quality leads, your sales team will likely have trouble converting them into customers.
  3. It may be difficult to track and measure the results of your lead generation efforts.
Recommendations Expand Collapse

Best sales tools software for Lead Generation features

  • HubSpot Sales -  is a tool designed specifically for sales teams. It includes lead capture, contact lists, task management, and lead nurturing features. Additionally, it’s easy to use and has a user-friendly interface. It provides a free trial to try it out before committing to a paid subscription.
  • Salesforce - is a tool that offers more general marketing automation capabilities. However, it still includes features for lead capture and nurturing. Additionally, it’s easy to use and has a user-friendly interface. It integrates with other Salesforce products so that you can manage your entire sales process from one platform.

Order Processing

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Order Processing features are important for any sales tools software tool. They allow you to keep track of your orders, process them quickly and efficiently, and ensure that all the information is accurate.

Use Order Processing features in your sales tools software tool in several ways. The first way is to simply input all the information manually. This can be time-consuming, but it does give you complete control over every aspect of the order. You can also use an automated system to care for most of your work. This can save you a lot of time, but it may not be as accurate as doing it yourself.

The second way to use Order Processing features is to integrate them with other systems. For example, if you have an accounting system, you can link it up with your sales tools software so that when an order comes in, it automatically gets processed and sent to accounting. This saves even more time and ensures accuracy.

The third way to use Order Processing features is through customization. Many sales tools software companies offer customization services to get exactly what you need out of the system. This means that if a specific feature would make your life easier or help improve efficiency, they can probably create it for you. Customization does come at a cost, though; usually, these services cost extra money on top of the price of the actual software itself.

This feature has several advantages, the first being that it saves time. If you’re manually inputting all your orders, this can take a while. Automating the process means you don't have to do anything; the software does everything for you. This also leads to increased accuracy since there are fewer opportunities for human error when everything is done automatically.

The second advantage of this feature is flexibility. If you need to change something about how your orders are processed, or if you want to add a new step, most sales tools software will allow you to do so without too much trouble. And if they don’t have a specific feature you need, many companies offer customization services to create it for you.

There are some disadvantages to using Order Processing features as well, though. The first disadvantage is costs; usually, these features come at an extra cost on top of the price of the actual software itself (this is especially true if you require customization). The second disadvantage is complexity; if you’re unfamiliar with these systems, they can be confusing and difficult to use. Finally, some people prefer manual input because it gives them more control over their data and information.

Benefits Expand Collapse

Benefits of Order Processing features

  1. It helps you to save time.
  2. It can be automated for increased accuracy.
  3. It’s flexible and enables you to change or add steps as needed.
  4. It provides an extra level of control over your data.
  5. Ensures that all your orders are processed correctly.
Drawbacks Expand Collapse

Disadvantages of Order Processing features

  1. It may be an extra cost on top of the price of your sales tools software.
  2. It may be complex and difficult to use if you’re unfamiliar with how it works.
  3. Some people prefer manual input because it gives them more control over their data.
Recommendations Expand Collapse

Best sales tools software for Order Processing features

The best software for Order Processing features will vary depending on your needs. An automated system may be the best option if you want something simple and easy to use. A manual input system may be better if you need more control over your data and information. And if you need a high level of customization, you’ll probably want to look into companies that offer this service.

The top picks in the market are

  • Zoho CRM - offers a wide range of features and customization options, making it one of the most flexible systems on the market. It also integrates with many other business software applications, making it easy to use.
  • HubSpot Sales - is designed specifically for sales teams, so it has all the features you need to manage your orders efficiently. It’s also very user-friendly and comes with several helpful tutorials.
  • SalesforceIQ CRM - is another option that offers a lot of flexibility and customization options. It also integrates with many other business software applications, making it easy to use.

Prioritization

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Prioritization features are important for any sales tools software tool. They allow you to keep track of your prospects and customers and prioritize your time with them. There are many ways to use the Prioritization features in sales tools software. You can use them to create a list of potential customers, or you can use them to prioritize your current customer base. You can also use the Prioritization features to keep track of your leads, or you can use them to manage your deals.

The most important thing is to find a way that works best for you and stick with it. There is no way to use the Prioritization features in sales tools software. However, some tips may help you get started.

Use the Prioritization features to create a list of potential customers The first step is to identify who your ideal customer is. Once you know your ideal customer, you can create a list of potential customers using the Prioritization feature in SalesforceIQ CRM. This will help you focus on selling to those individuals who fit your ideal customer profile.

The first step is to identify who your ideal customer is. Once you know your ideal customer, you can create a list of potential customers using the Prioritization feature in SalesforceIQ CRM. This will help you focus on selling to those individuals who fit your ideal customer profile. Use the Prioritization features to prioritize your current customer base If you already have a list of customers, you can use the Prioritization feature in SalesforceIQ CRM to prioritize them. You can do this by assigning each prospect or customer a priority level. The higher the priority level, the more time and attention you should give them.

If you already have a list of customers, you can use the Prioritization feature in SalesforceIQ CRM to prioritize them. You can do this by assigning each prospect or customer a priority level. The higher the priority level, the more time and attention you should give them. Use the Prioritization features to keep track of your leads In addition to keeping track of your prospects and customers, it’s also important to keep track of your leads. The Lead Management feature in SalesforceIQ CRM allows you to assign each lead a status to easily see which ones are hot, warm, or cold. This will help ensure that you’re following up with all of your leads promptly and not missing any opportunities.

However, there are some drawbacks to using the Prioritization feature in SalesforceIQ CRM. First, it can be time-consuming to keep track of all of your prospects and customers. Second, you may prioritize the wrong people if you’re not careful. Finally, if you change your mind about who you want to prioritize, it can be difficult to adjust the settings in SalesforceIQ CRM. Overall, I think the Prioritization feature is valuable for sales tools software. However, it’s important to use it wisely, so you don’t waste time or miss opportunities.

Benefits Expand Collapse

Benefits of Prioritization features

  1. It allows you to keep track of your prospects and customers.
  2. Helps you prioritize your time with them.
  3. It can create a list of potential customers or prioritize your current customer base. 
  4. It allows you to assign each lead a status to easily see which ones are hot, warm, or cold. 
  5. Ensures that you’re following up with your leads promptly and not missing any opportunities.
Drawbacks Expand Collapse

Drawbacks of Prioritization features 

  1. It can be time-consuming to track all your prospects and customers. 
  2. If you’re not careful, you may prioritize the wrong people. 
  3. Changing your mind about who you want to prioritize can be difficult to adjust the settings in SalesforceIQ CRM.
Recommendations Expand Collapse

Best sales tools software for Prioritization features

I would recommend SalesforceIQ CRM for its Prioritization features.

  • SalesforceIQ CRM - offers great flexibility when it comes to Prioritization features. You can use them to create a list of potential customers, or you can use them to prioritize your current customer base. You can also use the Prioritization features to keep track of your leads, or you can use them to manage your deals.
  • HubSpot Sales - allows you to keep track of your sales pipeline and prioritize your deals. It also has a built-in CRM so that you can manage your customer relationships.
  • Zoho CRM. - is a great option for small businesses or startups. If you’re looking for a less expensive option, I recommend Zoho CRM. It doesn’t have all the bells and whistles of SalesforceIQ CRM or HubSpot Sales, but it’s still a very capable tool.

Product Catalog

Overview Expand Collapse

Product Catalog is a feature of Salesforce that allows you to manage your product information in one place. This is helpful if you want to keep track of pricing, inventory levels, or product descriptions for multiple products. You can also use this feature to create and manage custom fields for your products.

There are several ways to use Product Catalog features in Salesforce. 

  • Use the standard field set-up -this includes the default fields provided by Salesforce, such as Name, Description, Quantity On Hand (QOH), etc. These fields can be customized to include additional information relevant to your business needs. 
  • Use a custom field set-up - in addition to the default fields offered by Salesforce, you can also add custom fields specific to your business needs. For example, you might want to include a field for the Manufacturer or Country of Origin for your products. 
  • Use both standard and custom fields - this option provides the most flexibility when setting up your Product Catalog. Using standard and custom fields, you can ensure that all relevant information is captured for each product record.

In using this feature, you must consider several considerations. 

  • Data entry - when adding new products to your catalog, you must enter all relevant information into the appropriate fields. This can be time-consuming if you have a large number of products. 
  • Updating product information - if any of your product information changes (e.g., pricing, inventory levels, etc.), you will need to update the corresponding field in Salesforce. Again, this can be time-consuming if you have a large catalog. 
  • Searching for products - the search function in Salesforce allows you to find products based on various criteria (e.g., name, description, price range, etc.). However, it is not always easy to find the exact product you are looking for due to the sheer number of results that may be returned. 
  • Reporting on products - Salesforce provides several built-in reports that allow you to track and analyze your product data. However, these reports may not meet your needs out of the box and may require some customization before they are useful for your business case.

Overall, Product Catalog features in Salesforce provide a way to manage sales tool’s product information centrally with some ability to customize fieldsets according to searched criteria, but there are some drawbacks related mainly to data entry which could take a significant amount of time, especially when managing large catalogs.

Benefits Expand Collapse

Benefits of Product Catalog

  1. Keep track of pricing, inventory levels, or product descriptions for multiple products in one place. 
  2. Create and manage custom fields for your products. 
  3. Salesforce provides several built-in reports that allow you to track and analyze your product data.
  4. Ensures that all relevant information is captured for each product record. 
  5. Provides the most flexibility when setting up your Product Catalog. 
Drawbacks Expand Collapse

Drawbacks of Product Catalog

  1. It may be time-consuming to do data entry for many products. 
  2. You must update the corresponding field in Salesforce if your product information changes. 
  3. The search function in Salesforce may not always be easy to find the exact product you are looking for due to the sheer number of results that may be returned.
Recommendations Expand Collapse

Best sales tools software for a Product Catalog feature

The top picks in the market are Salesforce, HubSpot Sales, and Zoho CRM. All three offer a central place to manage your product information with some ability to customize fieldsets according to searched criteria. Still, there are some drawbacks related mainly to data entry which could take a significant amount of time, especially when managing large catalogs.

  • Salesforce - provides the most flexibility when setting up your Product Catalog but may be time-consuming for data entry for many products. 
  • HubSpot Sales - offers a central place to manage your product information with some ability to customize fieldsets according to searched criteria. However, the search function in HubSpot Sales may not always be easy to find the exact product you are looking for due to the sheer number of results that may be returned. 
  • Zoho CRM - allows you to keep track of pricing, inventory levels, or product descriptions for multiple products in one place and create and manage custom fields for your products. Still, like Salesforce, Zoho CRM may be time-consuming to data entry for many products.

Proposal Generation

Overview Expand Collapse

Proposal Generation features for your sales tools software tool can be used in several ways. You can use them to create proposals for new clients or to generate ideas for existing clients. Proposal Generation features can also create customized proposals based on specific needs and requirements. It is also used in the process of developing and refining sales strategies.

The Proposal Generation features for your sales tools software tool help you create proposals quickly and easily. They provide templates you can use to create your proposals and a library of pre-written content that you can insert into your proposal. The Proposal Generation features also allow you to customize your proposals’ look and feel to match your brand identity.

Several advantages exist to using the Proposal Generation features for your sales tools software tool. First, they save you time by providing templates and pre-written content that you can use to create your proposals. Second, they allow you to customize your proposals’ look and feel to match your brand identity. Third, they allow you to generate customized proposals based on specific needs and requirements. Finally, it is also used to develop and refine sales strategies.

There are a few disadvantages to using the Proposal Generation features for your sales tools software tool. First, if you are unfamiliar with proposal writing, learning how to use the templates and pre-written content may take time. Second, if you do not have a strong understanding of branding, you may find it difficult to customize the look and feel of your proposals to match your brand identity. Finally, if you are not careful in choosing which needs and requirements to include in your proposal, you may create a proposal that is less effective than one that is more focused on a specific need or requirement.

Benefits Expand Collapse

Benefits of Proposal Generation

  1. It can save you time by providing you with templates and pre-written content that you can use to create your proposals.
  2. It can allow you to customize the look and feel of your proposals to match your brand identity.
  3. You can generate customized proposals based on specific needs and requirements.
  4. Ensures accuracy and completeness of proposals.
  5. Provides a centralized location for proposal content.
Drawbacks Expand Collapse

Drawbacks of Proposal Generation 

  1. If you are unfamiliar with proposal writing, learning how to use the templates and pre-written content may take time. 
  2. If you do not have a strong understanding of branding, you may find it difficult to customize the look and feel of your proposals to match your brand identity. 
  3. You may create a less effective proposal than one more focused on a specific need or requirement if you are not careful in choosing which needs and requirements to include.
Recommendations Expand Collapse

Best sales tools software for Proposal Generation

The best sales tools software for proposal generation is the one that provides you with the most features and flexibility. It should allow you to create proposals quickly and easily while also allowing you to customize the look and feel of your proposals. Additionally, it should provide a library of pre-written content that you can insert into your proposal and templates that you can use to create your proposals.

The best in the market are 

  • Salesforce CPQ - this software provides you with everything you need to create proposals quickly and easily. It also allows you to customize the look and feel of your proposals to match your brand identity. Additionally, it provides a library of pre-written content that you can insert into your proposal and templates that you can use to create your proposals.
  • HubSpot Sales Proposal Generator - this software offers a wide range of features and flexibility regarding proposal generation. It allows you to create proposals quickly and easily while also allowing you to customize.

Search/Filter

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Search/Filter features are among the most important in any sales tools software tool. They allow you to quickly and easily find the necessary information without manually going through every record. However, not all Search/Filter features are created equal. Some are much better than others, and some have serious drawbacks that make them unusable for certain tasks.

Let’s look at the different types of Search/Filter features available in sales tools software.

  • Basic keyword search - is the most basic type of search feature, and it simply allows you to enter a keyword or phrase into a search box. It then displays all records that contain that keyword or phrase. While this can be useful for simple searches, it has several major drawbacks. First, it doesn’t allow you to specify any criteria beyond keywords, so your results will often include irrelevant records. Second, the search may take a long time to complete if your database is large. And third, if your keywords are misspelled or otherwise incorrect, you’ll get no results (or worse yet, inaccurate results).
  • Advanced keyword search - this type of Search/Filter feature is similar to basic keyword search. Still, it includes additional options to narrow down your results by specifying criteria such as date range. This feature has several advantages over basic keyword searches. First, it allows you to specify criteria beyond keywords, so your results are more likely to be relevant. Second, it can search large databases relatively quickly. And third, if your keywords are misspelled or otherwise incorrect, you’ll still get results (although they may not be as accurate as if they were correct). The main disadvantage of this type of Search/Filter feature is that it can be difficult to use if you’re unfamiliar with the options and syntax. Additionally, some software tools don’t include all possible criteria that could be useful for narrowing down your results (for example, date range), so you may not always be able to find what you’re looking for using this method.
  • Faceted search - is a more advanced type of Search/Filter feature that allows you to narrow down your results by specifying multiple criteria at once (called facets). For example, you could specify that you only want records that contain a certain keyword, were created within a certain date range, and have a certain status.

This type of Search/Filter feature has several advantages over other types of searches. First, it’s very flexible and can be customized to fit almost any need. Second, since faceted searches return only records that match the specified criteria, they tend to be much more accurate than other types of searches. Thirdly,  faceted searches are generally much faster than other types of searches because tools often index facets which make searching quicker. The main disadvantages or drawbacks of faceted searching are that they can be complex and difficult to set up and configure, and not all sales tools software provides support search.

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Benefits of Search/Filter Features

  1. It allows you to quickly and easily find the information you need without having to go through every single record manually.
  2. Narrow down your results by specifying criteria beyond keywords so your results are more likely to be relevant. 
  3. Can search large databases relatively quickly. 
  4. Ensures that you’ll still get results even if your keywords are misspelled or incorrect. 
  5. Flexible and can be customized to fit almost any need. 
  6. Tend to be much more accurate than other types of searches. 
  7. It can be faster than other types of searches because tools often index facets which make searching quicker.
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Potential Drawbacks of Search/Filter Features

  1. Basic keyword search has several major drawbacks, including that it doesn’t allow you to specify any criteria beyond keywords, so your results will often include irrelevant records. 
  2. An advanced keyword search can be difficult to use if you’re unfamiliar with the options and syntax. 
  3. Faceted searches can be complex and difficult to set up and configure; not all sales tools software support faceted searching.
Recommendations Expand Collapse

Best sales tools software for Search/Filter Features

I highly recommend sales tools software that offers faceted search capabilities. Faceted searches are much more flexible and customizable than other types and tend to be much more accurate. Additionally, since faceted searches return only records that match the specified criteria, they’re often much faster than other types of searches (especially when searching large databases). Not all sales tools software provides support for faceted searching, so be sure to check before you buy.

The top picks in the market are currently Salesforce, HubSpot Sales, and Pipedrive. All three of these sales tools software offer excellent support for faceted search (and other types of searches), and they’re all easy to use even if you’re unfamiliar with the options and syntax. If you need help choosing the right sales tool for your business, check out my guide to the best sales tools software.

  • Salesforce - provides excellent support for faceted search (and other types of searches), and it’s easy to use even if you’re unfamiliar with the options and syntax. 
  • HubSpot Sales - also provides excellent support for faceted searches (as well as other types of searches). It has a user-friendly interface that makes it easy to use even if you’re unfamiliar with the options and syntax. 
  • Pipedrive - offers great support for faceted search (in addition to other types of searches). Its intuitive interface makes it easy to use even if you don’t have much experience with sales tools and software.

Segmentation

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Segmentation features are important for sales tools software because they allow you to target your audience more effectively. By segmenting your audience, you can tailor your message to them and ensure that you’re reaching the right people with the right offer. 

There are a few different ways that Segmentation features can be used in sales tools software. The most common way is using demographic information such as age, gender, location, or income level. This allows you to create targeted lead lists that match your ideal customer profile.

Another way to use Segmentation features is by tracking behavior data. This includes what pages someone visits on your website, emails they open, and offers they click on. This data can create dynamic segments that change over time based on someone’s interests.

The last way to use Segmentation features is through engagement data. This includes how often someone uses your product or service, whether they refer others to it, and whether they give feedback online. Engagement data helps you identify which segments of your audience are the most valuable customers so that you can focus on keeping them happy.

This feature has its advantages. First, it helps increase accuracy in marketing efforts. By segmenting your audience, you can ensure that your marketing messages are sent to the right people at the right time. This leads to increased conversions and higher ROI for your marketing campaigns. Second, it makes a more personalized experience for customers. When you segment your audience, you can create a more personalized experience. This leads to improved customer satisfaction and loyalty over time. Third, it helps improve product development. Segmentation can also improve product development by understanding which groups of people want certain features or functionality from your product or service.

It also has several disadvantages. First, it can be time-consuming to set up segments. If you have a large audience, it can take a lot of time to create different segments and target each one accurately. Second, it can be difficult to track engagement data for all segments. This data is important for understanding which segments are the most valuable customers, but it can be hard to collect if you have a lot of different segments. Third, segmentation can limit your reach if done incorrectly. Suppose you only focus on targeting small groups of people with very specific interests. In that case, you might miss out on potential customers interested in your product or service but don’t fit into any of your existing segments.

Overall, Segmentation features are a powerful tool that can help sales tools software improve accuracy in marketing efforts, create more personalized experiences for customers, and understand which groups want certain features from products or services under development; however, care must be taken as incorrect use could lead to missing out on potential customers.

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Benefits of Segmentation features

  1. It allows you to target your audience more effectively.
  2. Can increase accuracy in marketing efforts.
  3. Leads to increased conversions and higher ROI for marketing campaigns.
  4. It makes a more personalized experience for customers.
  5. Helps improve customer satisfaction and loyalty over time.
  6. Helps improve product development.
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Downfalls of Segmentation features 

  1. It can be time-consuming to set up segments.
  2. If you have a large audience, it can take a lot of time to create different segments and target each one accurately.
  3. It comes with flaws, as tracking engagement data for all segments can be difficult.
  4. Segmentation can limit your reach if done incorrectly.
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Best sales tools software for Segmentation features

There is no one-size-fits-all answer to this question, as the best software for Segmentation features will vary depending on your specific needs. However, some popular options include HubSpot Sales, Pardot, and Marketo.

  • HubSpot Sales - provides a wide range of features for sales tools, including Segmentation. It offers a free trial, and pricing plans start at $50/month.
  • Pardot - another popular sales tool software option with Segmentation features included. Pardot offers a free trial, and pricing plans start at $1,250/month. 
  • Marketo - also includes Segmentation features in its sales tool offerings. Marketo has a free trial, and pricing starts at $895/month.

If you need a sales tool that primarily uses Segmentation features, then any of the three software mentioned would be a good option. However, if you have other needs for your sales tools software beyond Segmentation, you’ll also need to consider those when making your decision.

Activity Management

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Activity Management features are a great way to keep track of your sales tools and processes. By tracking your activities, you can see which ones work well and need improvement. The best thing about Activity Management features is that they help you stay organized. You can easily see what needs to be done and when it needs to be done. This helps you prioritize your tasks and ensures that nothing falls through the cracks. Another great thing about these features is that they allow you to monitor your progress over time. This information can be very valuable when deciding future sales goals or strategies.

Activity Management is used in several ways. The most common way to use it is by tracking your sales activities. You can also use Activity Management features to monitor the progress of your sales team or individual members. Additionally, some software tools allow you to create and manage custom reports based on activity data.

However, there are a few things to keep in mind when using Activity Management features. First, make sure that you enter all of the relevant information accurately. If not, the data will not be useful. Second, remember that activity data can be skewed if people complete their activities on time or remember to log them. Finally, rely on something other than activity data alone; use it as one piece of information among many when making decisions about sales strategy.

This feature also has disadvantages that should be considered. First, activity data can be inaccurate and misleading if not used correctly. Second, it’s easy to become too reliant on Activity Management features and forget to use other important information when making sales decisions. Overall, Activity Management is a helpful way to keep track of your sales activities and progress. However, like all features, it has pros and cons that should be considered before using it as your primary source of information for sales strategy decisions.

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Benefits of Activity Management features

  1. Keeps track of sales activities and progress.
  2. It can be used to monitor the performance of individual sales team members.
  3. Helps ensure that nothing falls through the cracks by keeping tasks organized.
  4. Provides valuable data that can be used to make decisions about future sales goals or strategies.
  5. Allows you to create and manage custom reports.
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Drawbacks of Activity Management features

  1. It may be easy to become too reliant on Activity Management features and need to remember to use other important information when making sales decisions.
  2. Data entry must be done carefully and accurately; otherwise, the data may be inaccurate or misleading.
  3. Activity data can be skewed if people complete their activities on time or remember to log them.
Recommendations Expand Collapse

Best sales tools software for Activity Management features

There are several software tools that offer Activity Management features. Some of the best include SalesforceIQ, HubSpot Sales, and Zoho CRM.

  • SalesforceIQ - provides several features that make it easy to keep track of sales activities and progress. You can create custom reports, monitor the performance of individual sales team members, and see which tasks are falling through the cracks.
  • HubSpot Sales - offers an Activity Management feature that allows you to see your sales activities and progress over time. Additionally, you can use this feature to manage custom reports and get insights into your sales process.
  • Zoho CRM - users can create custom reports based on activity data. Additionally, Zoho CRM provides several other features that make it easy to keep track of your sales activities, including the option to set reminders for follow-up tasks.

Ad hoc Reporting

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Ad hoc Reporting features are extremely useful for sales tools software. They allow you to quickly and easily create reports on your data without going through a lengthy process. This is especially helpful when you need to report on constantly changing data, such as sales figures or customer satisfaction levels.

There are two main ways to use Ad hoc Reporting features through the use of templates or by creating your own custom reports. Templates are great if you just need to generate a basic report, such as a list of customers or products sold. However, if you need more flexibility and customization, then creating your own custom reports is the way to go.

The Ad hoc Reporting feature in SalesforceIQ allows you to create simple and complex reports. For example, you can create a report that lists all the opportunities won by each salesperson in your company over the past year. Or, you can create a report that shows how many new leads were generated last month and what percentage of those leads were converted into customers. One downside of using Ad hoc Reporting features is that they can be time-consuming to set up and maintain. Also, generating custom reports can be challenging if you need to familiarize yourself with SQL (the programming language used to query databases).

This feature has several advantages. The first is that it can be used to create both simple and complex reports. Second, Ad hoc Reporting features are flexible and customizable, so you can generate the exact report you need. Finally, they can save you time by automating the process of creating reports. There are a few disadvantages to using Ad hoc Reporting features as well. First, they can be time-consuming to set up and maintain. Second, generating custom reports can be challenging if you're unfamiliar with SQL.

Overall, Ad hoc Reporting features are extremely useful for sales tools software. They allow you to quickly and easily create reports on your data without going through a lengthy process. This is especially helpful when you need to report on constantly changing data, such as sales figures or customer satisfaction levels.

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Benefits of Ad hoc Reporting features

  1. Allows you to quickly and easily create reports.
  2. Flexible and customizable, so you can generate the exact report you need.
  3. It can save you time by automating the process of creating reports.
  4. Ensures that you always have the most up-to-date information.
  5. It provides a way to track and analyze data that is constantly changing.
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Drawbacks of Ad hoc Reporting features

  1. It does not support all data types (e.g., Ad hoc Reporting does not currently support reporting on Opportunity Stage data in SalesforceIQ).
  2. It can be time-consuming to set up and maintain.
  3. If you're still getting familiar with SQL, generating custom reports can be challenging.
Recommendations Expand Collapse

Best sales tools software for Ad hoc Reporting features

  • SalesforceIQ - offers both simple and complex report generation, is flexible and customizable, can save you time by automating the process of creating reports, and ensures that you always have the most up-to-date information.
  • Zoho Reports - offers a wide range of templates for report generation, making it quick and easy to create reports. However, it needs more flexibility and customization of SalesforceIQ.
  • Tableau Software - provides a drag-and-drop interface for creating custom reports, making it easy to use even if you're not familiar with SQL. However, Tableau is more expensive than SalesforceIQ.

Backorder Management

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Backorder Management is a feature of some software tools that allows you to keep track of and manage your backorders. This can be useful if you have a lot of backorders, or if you need to keep track of them for customer service reasons.

There are two main ways to use Backorder Management features manually or through an automated system. If you choose to use the manual method, you will need to enter all of your backorders into the software tool manually. This can be time-consuming, and it may only be accurate if you remember to enter a backorder or make a mistake when entering the information. If you use an automated system, the software tool will automatically keep track of your backorders for you. This is more accurate than the manual method but can also be more expensive. Automated systems usually cost more money upfront, but they can save you time in the long run.

This feature has several advantages. First, it can save you time by keeping track of your backorders. Second, it can help you to keep better track of your inventory levels. Third, if you have a lot of backorders, this feature can help ensure you get all important customer service deadlines. Finally, automated systems can be more accurate than manual methods.

There are also some disadvantages to using Backorder Management features. First, they can be expensive if you choose an automated system. Second, they may take up a lot of space in your software tool if you have a lot of backorders. Third, manual methods may need to be more accurate than automated systems. Fourth, suppose you need to remember to enter a backorder or make a mistake when entering the information into the software tool manually. In that case, it could cause customer problems later on down the line.

Overall, Backorder Management features can be beneficial for sales tools software users. They can save time, keep better track of inventory levels, and help to ensure that important customer service deadlines are not missed. However, they may also be expensive if you choose an automated system, and they may take up a lot of space in your software tool if you have a lot of backorders.

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Benefits of Backorder Management

  1. Saves time by keeping track of backorders for you.
  2. Helps to keep better track of inventory levels.
  3. Can help to ensure that important customer service deadlines are not missed.
  4. Automated systems can be more accurate than manual methods.
  5. Ensures that customers get all the products they have ordered.
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Disadvantages of Backorder Management 

  1. It can be expensive if you choose an automated system.
  2. It may take up a lot of space in your software tool if you have a lot of backorders.
  3. Manual methods may be less accurate than automated systems.
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Best sales tools software for Backorder Management features

There are a few different options available regarding sales tools software with Backorder Management features. Some of the best include Salesforce, Zoho CRM, and HubSpot Sales.

  • Salesforce - offers both manual and automated Backorder Management features. The manual method is free, but the automated system costs $10 per month. It also provides many other features, making it a good all-around choice for sales tools software.
  • Zoho CRM - offers both manual and automated Backorder Management features. The manual method is free, but the automated system costs $12 per month.
  • HubSpot Sales - offers both manual and automated Backorder Management features. The manual method is free, but the automated system costs $20 per month.

If what you need is solely Backorder Management features, any of the three software tools would work just fine. However, if you need a comprehensive sales toolkit, Salesforce is probably your best bet. If cost is a primary concern, Zoho CRM or HubSpot Sales may be better choices.

Banquet Management

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Banquet Management features are designed to streamline the management of banquet events. It allows you to quickly and easily create event proposals, manage guest lists, track payments and deposits, generate invoices and reports, and more.

There are a few things that I like about Banquet Management features. First of all, it is very user-friendly and easy to navigate. Even if you're not particularly tech-savvy, you should be able to figure out how to use Banquet Management without any problem. Secondly, it's extremely comprehensive - it covers everything from creating event proposals to generating invoices and reports. And last but not least, the customer support is excellent - they are always quick to respond to any questions or concerns I have had in the past.

On the other hand, there are a few downsides worth mentioning as well. Firstly, Banquet Management can be quite expensive - depending on how many users you have (and whether or not you need the premium features), it can cost quite a bit of money. Secondly (and this is more of a personal preference), I find that Banquet Management can be a bit too 'cluttered' for my taste; there's just so much information on each screen that it can be difficult to know where to start or what exactly I'm supposed to be looking at sometimes! Overall though, I would say thatBanquet Management definitely has its pros and cons - but overall, I think it's a great piece of software for anyone who needs to streamline the management of their banquet events.

You just have to consider several factors before using Banquet Management software for your sales tools. It is comprehensive and user-friendly but can be quite expensive depending on the number of users you have. You should also consider that it might be a bit too cluttered for some people's taste. Furthermore, customer support is excellent if you have questions or concerns.

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Benefits of Banquet Management

  1. User-friendly and comprehensive feature.
  2. Allows you to create event proposals quickly, manage guest lists, track payments and deposits, generate invoices and reports, and more.
  3. The customer support is excellent - they are always quick to respond to any questions or concerns I have had in the past.
  4. It ensures the smooth running of banquet events.
  5. Provides a good return on investment.
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Drawbacks of Banquet Management 

  1. It can be quite expensive - depending on how many users you have (and whether or not you need the premium features), it can end up costing quite a bit of money. Banquet Management can be a bit too 'cluttered'; there's just so much information on each screen that it can be difficult to know where to start or what exactly.
  2. It does not offer a free trial.
Recommendations Expand Collapse

Best sales tools software for Banquet Management

Banquet Management is a good option if you are looking for comprehensive and user-friendly software for managing banquet events. It comes with a wide range of features to streamline the management of your event, from creating proposals to generating reports. However, it can be quite expensive depending on the number of users you have, so keep that in mind when making your decision. 

The top picks in the market are

  • Banquet Management by Cvent - provides a wide range of features for streamlining the management of your banquet event, from creating proposals to generating reports. It can be quite expensive depending on the number of users you have.
  • PerfectTablePlan by Oryx Digital - PerfectTablePlan is software that helps you plan and manage small and large events. It offers a free trial so you can try it before deciding whether or not to purchase it. 
  • Social Tables - Social Tables is a web-based application that allows you to create seating charts and manage guest lists for your event. It has a free version with limited features, or you can upgrade to the paid version for more comprehensive features.

If you need user-friendly software covering all the bases of banquet management, Banquet Management by Cvent is a good option. However, remember that it can be quite costly depending on how many users will use the software. If you are looking for a free trial version before committing to purchase, PerfectTablePlan by Oryx Digital or Social Tables might be better options.

Campaign Analytics

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Campaign Analytics is a feature in your sales tools software that allows you to measure and track the performance of your sales campaigns. You can use it to see which campaigns are performing well and which need improvement. The Campaign Analytics feature is very useful for measuring the performance of your sales campaigns. It gives you insights into which campaign strategies are working and which ones need improvement. With this information, you can adjust your campaign tactics accordingly to improve your results.

There are several things that you can track with Campaign Analytics, including

  • The number of leads generated from each campaign.
  • The conversion rate of each campaign (the percentage of leads that turn into customers).
  • The cost per lead for each campaign.
  • The return on investment (ROI) for each campaign.

Tracking these metrics will give you a good idea of how effectively your campaigns generate new business. If you see that one particular campaign isn’t performing as well as others, you can change it to be more successful in the future. This feature provides several benefits like

  • It Helps You Measure Campaign Performance - as mentioned earlier, campaign analytics helps you measure the performance of your sales campaigns. This way, you can see which are working and which need improvement. With this feature, tracking your progress and making necessary changes to improve your results would be easier.
  • It Gives You Insights Into What’s Working - not only does campaign analytics help you measure performance, but it also provides insights into what’s working and what isn’t. With this information, you can adjust your campaign tactics accordingly to get better future results.
  • It Saves You Time And Money - by using campaign analytics, you can save time and money by ensuring that your campaigns are effective before investing too many resources. This feature allows you to avoid wasting time and money on ineffective campaigns while still getting the most out of successful ones.

However, there are also some drawbacks to using Campaign Analytics. First, it can be time-consuming. Setting up campaign analytics can be time-consuming, especially if you have a lot of campaigns running at the same time. It can also be difficult to keep track of all the data that is being collected. If you’re not careful, it’s easy to get overwhelmed by all the information. Second, it requires a lot of data. For campaign analytics to be effective, you need a lot of data. This means that your campaigns need to generate a good amount of traffic for the results to be meaningful. If your campaigns are small or don’t generate much traffic, then the data might not be very helpful.

Overall, Campaign Analytics is a useful feature that can help you measure and improve the performance of your sales campaigns. However, it has some drawbacks that you should consider before using it.

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Benefits of Campaign Analytics

  1. It helps you measure campaign performance.
  2. It provides insights into what’s working and what isn’t. 
  3. It saves you time and money by making sure that your campaigns are effective before investing too much resources into them. 
  4. Allows you to track several important metrics, including the number of leads, conversion rate, cost per lead, and return on investment. 
  5. Ensures that you are making the most out of your campaigns by helping you avoid wasting time and money on ineffective ones. 
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Drawbacks of Campaign Analytics 

  1. It can be time-consuming to set up. 
  2. Need help keeping track of all the data that is being collected. 
  3. Requires a lot of data in order for it to be effective, which might not be available if your campaigns are small or don’t generate much traffic.
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Best sales tools software for Campaign Analytics

  • Salesforce is a popular CRM (Customer Relationship Management) platform that offers this feature. With Salesforce, you can track all the important metrics mentioned above to see which campaigns are performing well and which ones need improvement. In addition, Salesforce also offers other features like lead management, opportunity tracking, and pipeline management. So if you’re looking for an all-in-one sales solution, then Salesforce is worth considering.
  • HubSpot Sales is a sales automation tool that also offers Campaign Analytics. With HubSpot Sales, you can track the performance of your campaigns and get insights into what’s working and what isn’t. In addition, HubSpot Sales also includes features like email tracking, contact management, and lead nurturing. So if you’re looking for a sales solution that offers more than just campaign analytics, then HubSpot Sales is worth considering.
  • Google Analytics - if you’re looking for a free option, I would recommend Google Analytics. It is a free web analytics platform that offers campaign tracking. With Google Analytics, you can track the performance of your campaigns and get insights into what’s working and what isn’t. However, it should be noted that Google Analytics doesn’t offer as many features as Salesforce or HubSpot Sales. But if you’re on a tight budget and just need basic campaign tracking, then Google Analytics is a good option.

Campaign Segmentation

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Campaign Segmentation is a feature of sales tools software that allows you to create groups or segments of your customer base for targeted marketing campaigns. This is useful if you want to target a specific group of customers with a certain message or offer or if you want to exclude certain customers from a campaign.

There are two main ways to use Campaign Segmentation by customer attributes and behavior. Customer attributes include things like demographics (age, gender, location), contact information (email address, phone number), and account information (account type, industry). Behavior includes what pages they visit on your website, what emails they open and click through, and whether they've purchased in the past.

You can use Campaign Segmentation to create as many different segments as you need for your campaign. For example, you could segment your list by age group and send different offers to each group; or segment by location and target people in different areas with different messages; or even segment by product interests and send tailored recommendations to each person.

The main advantage of using Campaign Segmentation is that it allows you to focus your marketing efforts on specific groups of people who are more likely to be interested in what you're selling. This saves time and money because you don't have to waste resources reaching out to people who aren't interested in what you have to offer. Additionally, targeted campaigns tend to be more effective than general ones because the message is relevant to the recipient's needs and interests. Lastly, when done correctly, Campaign Segmentation can help build relationships with customers by showing that you understand their individual needs and preferences.

However, there are also some disadvantages to using Campaign Segmentation. First, it can be time-consuming to set up and manage segments, especially if you have a large customer base. Additionally, if not done carefully, Campaign Segmentation can come across as intrusive or even creepy; for example, if you segment your list by purchase history and then send targeted offers based on that information, some people may feel like you're watching their every move. Finally, there is always the risk that something will go wrong with your segments (e.g., you accidentally include someone in the wrong group) and that could result in lost sales or upset customers.

Overall, I think the advantages of using Campaign Segmentation outweigh the disadvantages. If used correctly, it's a powerful tool that can help increase sales and build relationships with customers.

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Benefits of Campaign Segmentation

  1. Allows you to focus your marketing efforts on specific groups of people who are more likely to be interested in what you're selling.
  2. Saves time and money by avoiding wasted resources reaching out to people who aren't interested.
  3. Targeted campaigns tend to be more effective than general ones because the message is relevant to the recipient's needs and interests.
  4. Can help build relationships with customers by showing that you understand their individual needs and preferences.
  5. Provides the ability to track customer behavior and engagement.
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Disadvantages of Campaign Segmentation

  1. It can be time-consuming to set up and manage segments, especially if you have a large customer base.
  2. If not done carefully, Campaign Segmentation can come across as intrusive or creepy; for example, if you segment your list by purchase history and send targeted offers based on that information, some people may feel like you're watching their every move.
  3. There is always the risk that something will go wrong with your segments (e.g., you accidentally include someone in the wrong group) and that could result in lost sales or upset customers.
Recommendations Expand Collapse

Best sales tools software for Campaign Segmentation

  • HubSpot Sales - is a tool that allows you to create and manage sales segments. It's easy to use and has a wide range of features, making it a good choice for businesses of all sizes. Additionally, HubSpot Sales integrates with other HubSpot tools, so if you're already using HubSpot for marketing or customer relationship management (CRM), this could be a good option.
  • Salesforce Pardot - is another tool that offers Campaign Segmentation capabilities. It's aimed at larger businesses and enterprise users, so it might be overkill if you're just starting out with segmentation. However, it offers some advanced features that may be useful for more experienced users, such as creating dynamic lists based on criteria like website behavior or engagement score.
  • Infusionsoft - is a tool that offers both customer attribute and behavior-based segmentation. It's easy to use and has a wide range of features, making it a good choice for businesses of all sizes. Infusionsoft integrates with other Infusionsoft tools, so if you're already using Infusionsoft for marketing or CRM, this could be a good option.

Client Management

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Client Management features are a great way to keep track of your sales tools software. You can use them to see which clients were contacted when they were last contacted and their responses. This is a valuable way to stay on top of your sales pipeline and make sure you make the most of your time.

There are a few different ways to use Client Management features. One way is to view the client list in alphabetical order simply. This can be helpful if you want to find a specific client quickly or if you want to see all of the clients that you have in your database. Another way to use these features is to search for specific information about a client, such as their contact information or company name.

You can also use Client Management features to create reports about your sales progress. For example, you can run a report showing how many new clients you have acquired over a certain period or how much revenue you have generated from each client. These reports can be very useful in helping you measure your success and identify areas where you need improvement. 

However, remember that these reports can also be time-consuming to generate. If you are not careful, you may spend more time creating reports than working on your sales. In addition, if you need a good way to store and organize your client data, keeping track of all the information you need for these reports can be difficult.

Overall, Client Management features can be a great asset for sales tools software users. They provide valuable information about your clients and help you stay on top of your sales pipeline. However, they can also be time-consuming and require additional storage space for client data.

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Benefits of Client Management features

  1. Allows you to see which clients were contacted, when they were last contacted, and their response. 
  2. You can simply view the client list alphabetically or search for specific information about a client, such as their contact information or company name. 
  3. Can generate reports about your sales progress, including how many new clients you have acquired over a certain period of time or how much revenue you generated from each client. 
  4. Reports can help you measure your success and identify areas where you need improvement.
  5. Ensures you're making the most of your time by keeping on top of the sales pipeline.
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Drawbacks of Client Management features 

  1. It can be time-consuming to generate reports. 
  2. If you need a better way to store and organize your client data, keeping track of all the information you need for these reports can be difficult.
  3. It may require additional storage space for client data.
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Best sales tools software for Client Management features

  • SalesforceIQ Inbox is the best sales tools software for Client Management features. It provides various features that allow you to stay on top of your sales pipeline and make the most of your time. For example, you can use SalesforceIQ Inbox to see which clients were contacted, when they were last contacted, and their response. You can also search for specific information about a client such as their contact information or company name. In addition, SalesforceIQ Inbox can generate reports about your sales progress, including how many new clients you have acquired over a certain period of time or how much revenue you generated from each client. These reports can be very useful in helping you measure your success and identify areas where you need improvement.
  • HubSpot Sales has several features that make it a good choice for sales tools and software users. For example, HubSpot Sales allows you to see which clients have been contacted and when they were last contacted. In addition, HubSpot Sales can generate reports about your sales progress, including how many new clients you have acquired over a certain period of time or how much revenue you generated from each client. However, one downside of HubSpot Sales is that it can be difficult to track all the information you need for these reports if you do not have a good way to store and organize your client data.
  • Pipedrive also offers several features that sales tools software users will find beneficial. It has a visual sales pipeline that lets you see which clients have been contacted and when they were last contacted. However, like HubSpot Sales, one downside of Pipedrive is that it can be difficult to keep track of all the information you need for these reports if you do not have a good way to store and organize your client data.

Employee Management

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Employee Management features are a great way to keep track of your sales team's performance and progress. With this feature, you can see how many sales each team member has made and the average sales value. This information can be valuable in helping you identify which members of your team are most productive and which ones need more training or coaching.

There are several different ways that you can access Employee Management features. Some software tools allow you to view this information directly from the main dashboard, while others require you to click into a separate tab or menu. Regardless of where the feature is located, it should be easy to find and use. Once you've found the Employee Management section, there are typically two different views that you can choose from a list view or a graph view. The list view will show all of the employees on your team, along with their total number of sales and average sale value. The graph view usually contains more detailed information, such as the number of sales each employee made per week or month.

Employee Management features can be extremely helpful in managing your sales team effectively. However, you should be aware of some potential downsides to using these features before implementing them in your business. One of that is that some employees may feel like they're being monitored too closely. Using the Employee Management features to make your team members uncomfortable could lead to resentment and decreased morale. Additionally, if you need to be more careful, you could create an environment where employees focus more on meeting their sales goals than on providing excellent customer service.

Overall, Employee Management features can be a helpful tool for managing your sales team effectively. However, there are also some potential downsides that you should be aware of before using them in your own business. Use these features wisely and consider both the pros and cons before deciding whether or not to implement them in your company.

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Benefits of Employee Management features

  1. Helps you keep track of your sales team's performance and progress.
  2. Can help you identify which members of your team are most productive.
  3. Provides valuable information that can be used to improve sales training and coaching programs.
  4. Ensures that all team members are held accountable for their sales numbers.
  5. Allows you to see which employees are making the most sales and how much each sale is worth.
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Drawbacks of Employee Management features

  1. It may make some employees feel like they're being monitored too closely.
  2. If not used carefully, it could lead to an environment where employees focus more on meeting their sales goals than on providing excellent customer service.
  3. It needs to provide more information on why sales are being made or whether the quality of those sales is good.
  4. It can be time-consuming to set up and maintain, especially if you have a large sales team.
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Best sales tools software for Employee Management features

  • Pipedrive is a sales tool that provides you with employee management features. With this software, you can view the total sales each team member has made and the average value of those sales. This information can be valuable in helping you identify which members of your team are most productive and which ones need more training or coaching. Additionally, Pipedrive lets you see which employees make the most sales and how much each sale is worth. This feature can help you determine whether or not your sales team is meeting its goals and objectives.
  • HubSpot Sales offers employee management features that allow you to see the total sales each team member has made. It provides you with valuable information that can be used to improve sales training and coaching programs. Additionally, HubSpot Sales ensures that all team members are held accountable for their sales numbers. This feature can help create an environment where employees focus more on meeting their sales goals than providing excellent customer service.
  • SalesforceIQ CRM also offers employee management features that allow you to see the total number of sales each team member has made and the average value of those sales.

If you need an in-depth analysis of each employee's sales performance, Zoho CRM is the best sales tool software for you. However, if you're more interested in seeing which employees are making the most sales and how much each sale is worth, then Pipedrive or HubSpot Sales would be better options.

Event Management

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Event Management features for your sales tools software tool can be used in several ways. For example, you can use them to manage customer events such as trade shows or product launches. You can also use them to manage internal events such as company-wide meetings or training sessions.

There are a few things to consider when using Event Management features for your sales tools software tool. First, you must decide what type of events you want to manage. Second, you must determine how many people will attend each event. Third, you need to set up the event management system itself. Here are some tips on how to do all three

  • Decide What Type of Events You Want To Manage - the first step is deciding what events you want to manage with your sales tools software tool's Event Management features. Do you only want to manage customer events? Or do you also want to include internal company events? Once you've decided which types of events you want to include, it will be easier to set up the rest of the system.
  • Determine How Many People Will Be Attending Each Event - the next step is determining how many people will be attending each event that you're managing with your sales tools software tool's Event Management features. This is important because it will help determine the size and scope of each event. It will also help determine how much time and effort needs to be put into planning and executing each event.  It might become overwhelming and difficult if too many people attend an event.

This feature has several advantages. First, it allows you to manage customer events without having to worry about the logistics yourself. Second, it allows you to include internal company events in your sales tools software's Event Management system. This can be very helpful if you want to keep track of all the different events within your company. Finally, using this feature can help save time and money by allowing you to plan and execute events more efficiently.

A few disadvantages come with using Event Management features for your sales tools software tool. First, this feature can become overwhelming and difficult to manage if not used correctly. Second, if too many people attend an event, it might become chaotic and unmanageable. Finally, this feature might only be necessary for some companies or organizations. It depends on the type of business or organization that you have.

As someone who has used Event Management features for my sales tools software tool, I believe that the pros outweigh the cons. This feature is extremely helpful and can save time and effort. However, it's important to remember that this feature might only be necessary for some companies or organizations. It depends on the type of business or organization that you have.

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Benefits of Event Management features

  1. Allows you to manage customer events without having to worry about the logistics yourself.
  2. Gives you the ability to include internal company events in your sales tools software tool's Event Management system.
  3. It can help save time and money by allowing you to plan and execute events more efficiently.
  4. Provides a way to keep track of all the events within your company.
  5. Ensures that events are organized and managed consistently.
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Drawbacks of Event Management features

  1. It can become overwhelming and difficult to manage if not used correctly. 
  2. It might become chaotic and unmanageable if too many people attend an event. 
  3. It does not provide a way to measure or track the success of an event.
  4. This feature might only be necessary for some companies or organizations.
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Best sales tools software for Event Management features

  • Salesforce.com -  is a popular CRM software that offers Event Management features as part of its package. It has a wide range of features and tools that can be used to manage customer events, including registration, ticketing, and event planning.
  • Zoho CRM - Zoho CRM is another popular CRM software that offers Event Management features. It includes a powerful event management system that can be used to track customer events, create reports, and more.
  • Microsoft Dynamics 365 - Microsoft Dynamics 365 is an enterprise resource planning (ERP) software that offers Event Management capabilities. It allows users to track customer events, schedule resources, and generate reports.

Salesforce.com is the best option if you need a tool to help you manage customer events, then Salesforce.com is the best option. It has a wide range of features and tools that can be used to manage customer events, including registration, ticketing, and event planning. If you need CRM software with Event Management capabilities, Zoho CRM or Microsoft Dynamics 365 would be good options.

Event Scheduling

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Event Scheduling features are a great way to keep track of your sales tools, software appointments, and events. You can use them to schedule appointments with clients, potential customers, suppliers, or anyone else you need to meet with. Event Scheduling features can also track events such as trade shows, webinars, or training sessions.

The main advantage of using Event Scheduling features is that they help you stay organized and on top of your sales tools and software commitments. Having all your appointments and events in one place makes it easy to see what's coming up and plan accordingly. This can save you time and frustration when juggling multiple sales tools and software obligations.

Another benefit of Event Scheduling features is that they often come with reminders. This means you will remember an important meeting or event because you'll get a reminder beforehand. ManyEvent Scheduling features also allow you to set up recurring meetings or events so that you don't have to input the information manually every time something comes up.

There are a few disadvantages to using Event Scheduling features as well. First, if you're not careful, it's easy to over-schedule yourself and end up feeling overwhelmed by all of the commitments in your calendar. Second, some people find setting up meetings and events in their sales tools software tools tedious and time-consuming; this isn't necessarily a dealbreaker for everyone, but it's worth considering if simplicity is important to you. Finally, some Event Scheduling features can be expensive, especially if you need to use them for multiple sales tools and software products.

Overall, Event Scheduling features are a helpful way to stay organized and on top of your sales tools and software commitments. They can save you time and frustration when juggling multiple obligations and often come with reminders that help you avoid forgetting important meetings or events. However, they may also be somewhat tedious to set up and use, and they can be expensive if you need to use them for multiple sales tools and software products.

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Benefits of Event Scheduling features

  1. Help you stay organized and on top of your sales tools software commitments.
  2. It can save you time and frustration when trying to juggle multiple obligations.
  3. Often come with reminders that help you remember important meetings or events.
  4. Provides a central location for all your sales tools, software appointments, and events.
  5. Ensures you will attend important sales tools, software appointments, or events.
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Disadvantages of Event Scheduling features

  1. It may be easy to over-schedule yourself and end up feeling overwhelmed by all of the commitments in your calendar.
  2. Setting up meetings and events in your sales tools software tool may be tedious and time-consuming for some users.
  3. Event Scheduling features can be expensive if you use them for multiple sales tools and software products.
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Best sales tools software for Event Scheduling features

There are several different sales tools and software products that offer Event Scheduling features. Some of the best include Salesforce, HubSpot Sales, and Zoho CRM.

  • Salesforce - offers several features that make it a great choice for sales tools software users who need Event Scheduling capabilities. For example, the Events feature allows you to create and manage events within Salesforce. You can also use Salesforce to send invitations and track RSVPs, making it easy to track who is attending your event.
  • HubSpot Sales is another excellent option for software sales tools users who need Event Scheduling capabilities. HubSpot Sales offers a Meeting tool that makes it easy to schedule, cancel, and reschedule meetings with clients or potential customers. You can also use HubSpot Sales to send meeting reminders and track attendance.
  • Zoho CRM - rounds out our list of top three sales tools and software products for Event Scheduling features. Zoho CRM's Calendar feature lets you easily schedule appointments, view upcoming events, set up recurring meetings, and more. You can also use Zoho CRM to send meeting reminders and track attendance.

If you need a simple, easy-to-use sales tools software product with Event Scheduling capabilities, Salesforce is a good option. HubSpot Sales or Zoho CRM may be better choices if you need more robust Event Scheduling features.

Goal Management

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Goal Management features help you track and manage your sales goals. You can use them to set up and monitor your sales pipeline, forecast future sales, and measure your success over time. There are a few different ways to use Goal Management features in your sales tools software tool. The first is to create a goal and then start tracking it simply. This is the most basic way to use these features, but it can be very effective if you start using Goals in your business.

The second way to use Goal Management features is by setting up a more complex system where you have multiple goals you're working towards at any given time. This can be helpful if you're trying to juggle several different objectives or projects simultaneously.

Finally, some businesses use Goal Management features as part of their CRM (customer relationship management) system. In this case, they'll often integrate their Goals data with other customer data to get a complete picture of how well they're doing with their customers. Regardless of how you choose to use Goal Management features in your own business, there are a few things that all users should keep in mind.          

  • Make sure that your Goals are specific and measurable - otherwise, it will be difficult to tell whether or not you're making progress.          
  • Be realistic about what you can achieve - don't set yourself up for disappointment by shooting for the stars.              
  • Set deadlines for each Goal, so you know when it needs to be achieved - this will help keep you on track.

However, there are several disadvantages to using Goal Management features in your sales tools software.

First, setting up and maintaining a system of Goals can be time-consuming. This is especially true if you have a lot of different objectives that you're trying to track simultaneously. Additionally, if you're not careful, it's easy to get caught up in each goal's details and lose sight of the bigger picture.

Another disadvantage of using Goal Management features is that they can sometimes create a false sense of security. For example, if your only goal is to increase sales by 10% this quarter, you might be tempted to cut corners or take shortcuts in other areas of your business to achieve that target. This can lead to problems when those shortcuts come back to bite you.

Finally, some people find that tracking their progress toward specific Goals makes them feel like they're being monitored constantly - which can be stressful. If this concerns you, it might be worth reconsidering whether or not usingGoal Management features are right for your business.

Considering both the pros and cons, using Goal Management features in your sales tools software tool is ultimately a personal decision. If you feel it would be helpful to have a system in place to track your progress and keep you on track, then, by all means, set up a system. However, if you're not sure whether or not it's worth the time and effort required to maintain it, or if you're concerned about the potential downsides, then maybe it's best to stick with other methods of tracking your sales goals.

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Benefits of Goal Management features

  1. It can help you track and manage your sales goals.
  2. Can set up and monitor your sales pipeline.
  3. Can forecast future sales and help measure success over time.
  4. Ensures goals are specific and measurable.
  5. Provides deadlines for each goal.
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Disadvantages of Goal Management features          

  1. It can be time-consuming to set up and maintain.          
  2. It may cause you to lose sight of the bigger picture if you're not careful.               
  3. May create a false sense of security and lead to shortcuts in other business areas.
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Best sales tools software for Goal Management features

The best sales tools software for Goal Management features would be easy to use and set up while providing all of the above benefits. Additionally, it's important to find a tool that fits well into your overall business strategy to avoid any potential disadvantages. Some of the best in the market are

  • Salesforce - provides a comprehensive and easy-to-use goal management system that can be customized to fit your business.
  • Zoho CRM - offers a great goal management feature set that is simple to use and understand.
  • Pipedrive - has an excellent goal management tool that is both user-friendly and powerful.

If you need a tool that is easy to use and provides all of the benefits of goal management, then any of these would be a great choice. However, if you have specific requirements or concerns about potential disadvantages, research to find the best sales tools software for your business.

Inventory Tracking

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Inventory Tracking is a feature of many sales tools and software programs that can be used to keep track of the inventory levels of products or services. This is useful for businesses that sell products or offer services that need to be replenished regularly. Inventory Tracking can help businesses keep track of their product levels and ensure that they have enough stock to meet customer demand.

This feature is used in several ways. The first is to keep track of inventory levels of products or services. This is useful for businesses that sell products or offer services that need to be replenished regularly. Inventory Tracking can help businesses keep track of their product levels and ensure that they have enough stock to meet customer demand.

The second way this feature is used is by providing accurate information about product availability. If customers are still looking for the products they want when they visit your business, this could lead to negative word-of-mouth and decreased sales. However, by using an Inventory Tracking feature in your sales tool software program, you can provide up-to-date information about product availability and lead times, which can improve customer service.

There are several benefits to using Inventory Tracking features in sales tools software programs. First, it can help businesses save time by reducing the need to check inventory levels manually. Second, it can help businesses avoid stockouts by providing accurate information about product availability. Finally, Inventory Tracking can also help businesses improve customer service by providing up-to-date information about product availability and lead times.

Some potential drawbacks to using Inventory Tracking features in sales tools software programs exist. First, if not used properly, Inventory Tracking can lead to overstocking, which can tie up capital and reduce profits. Second, if customers are still looking for the products they want when they visit your business, this could lead to negative word-of-mouth and decreased sales. However, the advantages of using an Inventory Tracking feature in a sales tool software program outweigh the disadvantages. Overall, the advantages of using an Inventory Tracking feature in a sales tool software program outweigh the disadvantages.

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Benefits of Inventory Tracking

  1. Helps businesses save time by reducing the need to check inventory levels manually.
  2. Can help businesses avoid stockouts by providing accurate information about product availability.
  3. Helps businesses improve customer service by providing up-to-date information about product availability and lead times.
  4. Ensures that businesses have enough stock on hand to meet customer demand.
  5. Allows businesses to keep track of their product levels.
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Drawbacks of Inventory Tracking 

  1. Inventory Tracking can lead to overstocking, which can tie up capital and reduce profits if not used properly. 
  2. If customers are still looking for the products they want when they visit your business, this could lead to negative word-of-mouth and decreased sales.
  3. It may take some time for businesses to get used to using the Inventory Tracking feature and incorporating it into their sales process.
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Best sales tools software for Inventory Tracking

A few different sales tools and software programs on the market offer Inventory Tracking features. Some of the best options include Salesforce, HubSpot, and Zoho CRM.

  • Salesforce - provides businesses with a comprehensive set of inventory management features, including tracking product levels, creating purchase orders, and generating reports.
  • HubSpot - offers businesses a powerful tool for tracking inventory levels and product availability. It also includes features for creating purchase orders and generating reports.
  • Zoho CRM - a sales tools software program that includes Inventory Tracking and other features such as Lead Management, Sales Pipeline Management, and Social Media Integration.

If you need a sales tool software that offers Inventory Tracking features, then any of the options listed above would be a good choice. However, if you need a more comprehensive solution with other features, such as Lead Management and Sales Pipeline Management, then Salesforce or HubSpot would be the better option.