Sales productivity tools help keep your team focused on the most important tasks and activities, regardless of your company size or industry. From managing customer relationships, to scheduling and holding meetings, and keeping in touch with your team, here are nine productivity tools that are a must-have for every sales team.
Top 9 Sales Productivity Tools
Sales Productivity Tools
Businesses that want to scale their sales process, track revenue, and analyze sales performance
Teams wanting to stay organized by managing their sales opportunities from their inbox
People wanting to discover leads and schedule meetings via the LinkedIn network
Organizations looking for a robust video conferencing platform to hold meetings
Teams that want a simple way for prospects and customers to self-schedule appointments online
Businesses that want to take the business agreement process online with digital signatures
Teams that want to increase efficiency with messaging, calls, chat, and searchable document storage
Professionals who want an easy, portable app for scanning receipts and expense reimbursement on-the-go
People who want customizable design templates for sales proposals, social posts, and more
Who it’s for: Companies that want an enterprise-class solution for sales marketing, revenue tracking, and analyzing performance
What it costs: $25 to $300 per user, per month
Salesforce is one of the most well-known customer relationship management (CRM) products available today. It gives you a clear overview of your leads, customers, and sales opportunities, and helps manage and keep track of your sales process. The activity management and automation features also help eliminate repetitive manual tasks, enabling sales teams to be more productive.
A CRM is a foundational sales management tool that every business needs. It’s not only a database for customer interactions and sales, but serves as the backbone of your entire organization. The overarching goal of CRM is to improve customer relationships. However, your CRM is capable of much more. And, since all sales information is logged in your CRM, it improves the relationship with your marketing department and customer service team.
Salesforce can be used for all business sizes. The Salesforce Essentials plan is designed with small businesses in mind, and offers many of the core sales cloud and service cloud features for $25 per user, per month. This allows sales teams to manage their sales process from both desktop and mobile devices, and helps keep them focused on the activities and opportunities that matter most.
Who it’s for: Organizations looking to stay organized and manage sales from their inbox
What it costs: $27 to $45 per user, per month
Cirrus Insight is an email plugin that works with Outlook and Gmail. It’s made to integrate with Salesforce but is capable of connecting with other CRMs as well. For the sales-focused team, this productivity tool cuts down on admin time and allows reps to focus on selling. It also helps with organization of your contacts and leads, and is a sales productivity platform that bridges the gap between the information in your inbox and the information in your CRM.
Despite the importance of a CRM, logging information is something sales reps often forget. In fact, keeping the information in your CRM up to date is one of the leading causes of lost productivity among sales organizations. Cirrus reduces this by automating email logging, contact updating, calendar syncing, and reminders, helping your team be more productive as they work.
Cirrus pricing starts at $27 per user, per month, and there’s a 14-day free trial to see if it can help you be more productive. Cirrus is an excellent solution for any team looking to keep accurate records in their CRM while cutting down on tedious updating.
Who it’s for: Sales teams who want to find leads and schedule appointments from within the LinkedIn professional network
What it costs: $79 per user, per month
Sales Navigator taps into the vast network of professionals on LinkedIn, and makes it easy to find new customers and prospects by searching with a range of filters. For example, you can search by industry, role, keyword, or location to find the highest quality sales leads to pursue. Sales Navigator also helps you convert leads into new accounts by providing in-depth information about your contacts and their companies.
It also helps you be more productive by providing recommended leads, which are prospects that LinkedIn identifies based on factors like their company, their connection to existing leads, and their roles. For example, if you work with leads who are purchasing managers in the healthcare industry, Sales Navigator will recommend other leads based on your past search history as well as your existing network.
Sales Navigator costs $79.99 per user, per month, and provides access to the entire LinkedIn network for lead generation. For sales professionals who are active on LinkedIn, and those who focus on account-based sales management, Sales Navigator enables sales by making it easy to search and find your target customer.
Who it’s for: Companies looking for a unified platform for video conferencing, online meetings, and group messaging
What it costs: Free to $19.99 per user, per month
If you’ve been invited to an interview, product demo, or introduction call, you’ve probably used a Zoom link. Zoom is great for sales teams that sell products over the web and phone because it allows them to get face-to-face with leads and customers even when they aren’t able to meet in person. This cloud-based video conferencing software allows you to connect from anywhere in the world reliably and helps increase productivity by eliminating both barriers as well as travel.
Zoom’s screen sharing feature is great for conducting product demos, customer training, or support. By including Zoom links in calendar invites, it’s easy to schedule meetings and stay in touch with customers and prospects. In addition to letting you meet face to face online, Zoom’s free plan allows you to host an unlimited number of one-to-one meetings, and group meetings of up to 100 people (though meetings are limited to 40 minutes).
The paid plans start at $14.99 and include longer meeting durations, advanced administrative controls and reporting, as well as 1GB of online cloud-based storage for sharing recordings of your meetings. Zoom includes HD video and voice, automatically highlights the active speaker, and allows users to share their screen with participants.
Who it’s for: Teams that want to spend less time on scheduling and more time connecting and selling
What is costs: Free to $12 per user, per month
Calendly’s free version makes setting appointments quick and easy. It eliminates the back and forth that occurs when trying to find a mutually available time. Calendly accomplishes this by providing a selection of pre-set time frames. Sales and customer service teams can include Calendly links in their emails to make it easy for customers to self-schedule appointments.
It also integrates with Google and Outlook Calendars, and lets you set your availability. This visibility feature allows recipients to see availability and automatically create calendar events. Then, you simply provide your personalized scheduling link and let customers book a time that works, eliminating the hassle of scheduling meetings. By eliminating the back and forth of emailing for appointments, Calendly saves time that can be used on more important tasks.
Calendly also offers paid versions starting at $8 per user, per month, which allow advanced integrations with GoToMeeting, Zapier, and Salesforce as well as multiple appointment types. The paid versions also include administrative and team features for managing group and team scheduling needs. Calendly is an especially helpful tool for those whose jobs revolve around setting meetings with prospects and customers.
Who it’s for: Companies of all sizes that want to digitize and expedite the entire agreement process
What it costs: $10 to $135 and up per user, per month
DocuSign is a contract management tool that not only automates the creation and sending of contracts, but also tracks, sends, and stores reminders as well. In addition to streamlining the customer contracting process, DocuSign can also be utilized for internal offer letters, nondisclosure agreements, and non-compete agreements.
Contract management software has become a must for businesses today. Whether you’re an individual, small business, or enterprise, DocuSign helps eliminate the manual work of contracts. DocuSign can send contracts from any device, whether it be a phone, tablet, or computer, and provides cost savings by eliminating printing, faxing, scanning, and overnighting paper documents.
The ability to track and organize contracts out for signature allows for diligent follow-up—an integral part of closing deals. If you’re ready to try the tool, DocuSign offers a free version that allows anyone to register and sign agreements. Paid plans, which allow storage and sending of contracts, start at $10.00 per user, per month.
Who it’s for: Teams that want to stay on the same page and increase efficiency with real-time messaging, calls, chat, and a searchable record of files and conversations
What it costs: Free to $6.67 per user, per month
Slack is a messaging tool that is a great fit for any team, from a two-person startup to a fortune 500 company. It’s known as an instant messaging app for business, but Slack is also a project management tool. This makes it perfect for internal communications like hiring new employees, deploying code, reviewing sales contracts, and finalizing budgets.
Slack is the leading internal communication tool because of its collaboration features. Slack has partnerships and integrations with many of the other productivity tools you already use like Salesforce, Dropbox, Trello, Google Drive, and Zoom. Other capabilities include voice and video calls, file sharing, and shared channels with other companies.
Because Slack is focused on streamlining communications, it enables sales reps to get quick answers from other departments. Overall, it helps with productivity and serving customers at a higher level. Being able to message anywhere is perfect for sales reps out in the field or remote offices. Slack offers a free trial as well as a free version. However, for full capabilities, Slack starts at $6.67 per user, per month.
Who it’s for: Salespeople who want to scan and organize their receipts on-the-go and easily submit them for expense reimbursement
What it costs: Free for up to five SmartScans per month; paid plans range from $4.99 to $9 per user per month
Expensify is an excellent tool for any professional who travels and needs to take and record pictures of receipts on their phone. If you connect a credit card, it can also automatically generate receipts for you, so you don’t even need to take a picture of the paper copy. Then, you can choose which expenses you’d like on your report, generate an invoice, and send it directly to your manager for approval.
Recently, Expensify introduced its own Visa corporate card for companies that use Expensify organization-wide. It automatically tracks expenses and allows executives to set spending limits. There’s even an option to turn off the card after a certain number of unapproved expenses have been made. There are also exclusive perks for cardholders with companies such as Amazon, Gusto, QuickBooks, Intercom, and Stripe.
Who it’s for: Professionals who want an array of modern, customizable templates for nearly any sales situation such as business cards, proposals, or social media advertisements
What it costs: Free for 1GB of storage and over 8,000 templates, and $12.95 per user, per month for the Pro plan
Canva is an easy-to-use design app that allows people who aren’t graphic designers to create impressive images, business proposals, sales reports, invitations, and other branded materials with customizable templates. It has a drag and drop interface that makes it simple to add images and design elements, and you can even upload your own photos, logos, and color schemes to stay on-brand with every piece you create.
Canva also offers a design school with tutorials on how to create the most engaging sales and marketing tools. The free version gives you access to a large collection of stock images, and also allows you to purchase certain images for a small fee—usually $1 per image.
The pro version is great for teams as it includes 100GB of storage and access to 4 million free stock photos and illustrations. It also allows you to set brand schemes, so every team member creates consistently branded images.
Ways To Evaluate Sales Productivity Tools
As you look for software to help with sales management and make your team more productive, take stock of your existing technology landscape before purchasing sales productivity tools. The tools you already have will impact what additions you can make to your arsenal. Think about the future as well and choose tools that will grow with your sales organization and continue to help you be productive.
Keep the following criteria in mind when choosing sales productivity tools:
- Cost: Most productivity tools have a “per user, per month” pricing model. Pricing will depend on the size of your organization and the number of users.
- Ratings: Be sure to read about what other users are saying about the tools you are considering for your own business. For example, our reviews section will give you a breakdown of reviews and product comparisons written by actual users of various software.
- Integrations: Evaluate your existing technology and the devices your team is using. Make sure that your tools can be used on the sales team’s devices, and that the software you buy integrates properly with the rest of your ecosystem. For example, you should confirm that your scheduling software integrates with Google Calendar, Outlook, and other mail servers.
- Ease of use: While there’s a natural learning curve with all software, it’s better to start with a simple interface. Most technology companies understand that ease of use is paramount to product adoption. When evaluating products, always check to see reviews on how easy the product is to use. Purchasing a difficult to use piece of software is the antithesis of productivity.
The Bottom Line
For any industry or company size, sales productivity tools are a must. Increased efficiency leads to faster growth and increased revenue generation. Develop a foundation for sales productivity tools to automate some of the most basic sales functions. As your company grows, keep an eye out for other time-consuming tasks to automate with software and other tools. These tools can make a world of difference in sales productivity and efficiency.