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The 9 Best Sales Software Tools To Streamline Your Workflow In 2019

Time is money, my friend. And cliches are the best blog article openers, apparently. Cliches aside, this short article contains useful tips on, what I and many salespeople I’ve worked with consider to be, the best sales software tools to streamline your processes. 

So what makes a great sales tool? Well firstly, it must be relatively easy to use, fit in well with a salesperson’s workflow, add something cool to the sales process, provide the lead or prospect with an excellent experience and ultimately help close more deals faster,

Let’s dive in!

 

10to8

Can you imagine doing sales calls without sales appointment scheduling software? I certainly cannot. There are tonnes of scheduling tools on the market, but none of them are as suitable for salespeople as 10to8. Believe me, I tried a fair few before I started working at 10to8.

10to8 makes it a breeze for prospects to book a call with you, and thus they are more likely to get in touch. I include my personal booking link in the outreach emails, they book a convenient time slot in my diary, we both get notified of the upcoming appointment and jump on a call. Can’t get simpler than that. 

Why it made the list of the best sales software tools

10to8 was developed together with sales professionals, both our internal team and our existing customers, who use 10to8 for sales or customer support calls helped to make the product achieve perfect product-market fit. I can tag customers, deal with timezone differences, sync my calendars and integrate with Zoom and Salesforce.

 

 

Pipedrive 

I can highly recommend Pipedrive for smaller sales teams that are looking to perfecting their pipeline management. With a ‘pick up and play’ user interface, anybody can learn how to use it in no time.

With amazing new features being introduced constantly, Pipedrive is the agile choice for agile sales teams. The regular feature releases are backed up with a friendly and helpful support team to assist with whatever question you might have.

Why it made the list of the best sales software tools

Using Pipedrive is actually quite enjoyable, as the interface is very easy to navigate. There are new features introduced quite frequently, which you get notified about via in-app messages. I found the email syncing particularly simple and was quite happy using Pipedrive’s email client.

 

 

Salesforce 

Salesforce is THE solution for scaled-up sales teams, as it offers plenty of app integrations and customization options. 

This is a beast of a program. The wide range and depth of features can be rather overwhelming for newbies, but once you tailor the interface to your liking – and you can go nuts with customizations -, Salesforce will streamline your workflows.

Why it made the list of the best sales software tools

Getting used to the in-depth setting options can be quite a shock, but once your data is imported to the system, you will never have to look back and you will most certainly never consider another tool. Salesforce is the king of Sales CRMs for a reason.

 

 

Close

Close is another fantastic CRM tool for salespeople. It is an all-in-one customer relationship management tool with lead management, predictive dialer, calling and email automation. It helps streamline your workflows and close more deals, which is the ultimate goal of any ambitious salesperson.

If you do lots of outbound sales, you will love the features Close offers, such as the Power Dialer, automatically logged calls and the one-click voicemail tool. I can highly recommend Close to SDRs (Sales Development Representative) who haven’t found their CRM-BFF (Best Friend Forever).

the best sales scheduling software tools Close CRM

Why it made the list of the best sales software tools

Close’s user interface is very clean and simple, it takes no time to get the hang of the software and learn to navigate it. Close also integrates with apps like Clack, PandaDoc and other software tools via Zapier, which is always a big plus. I love me some automation!

 

 

Zoom Video Conferencing

I don’t know any other sales video software that comes easier to use than Zoom Video Conferencing. Simply share your meeting link with your prospects or clients, join your audio, and you’re ready to sell! 

Zoom is becoming the most popular choice for online meetings for a reason. Screen-sharing is non-negotiable nowadays, so it is recording. This video software actually helps you host product demos that speed up the sales process.

I almost feel like Zoom was tailor-made for sales professionals as it facilitates sales calls really well and since it integrates with 10to8 Scheduling Software, I wouldn’t even consider using another tool.

Why it made the list of the best sales software tools

It cannot be stressed enough; Zoom is an incredibly simple and intuitive piece of kit, and the 10to8 integration makes life even simpler. There’s no need to look elsewhere for one integrated tool that helps to schedule video meetings a breeze. 

Showpad 

Showpad is sales enablement software that can help you align your sales and marketing activities and keep your teams on the same page. It provides a centralized point to share content throughout your organization. 

What’s more, sales teams can create a shared space, give access to content and share it with clients to encourage questions about specific elements within the shared folder. This gives a real-time, interactive feel to the sales process, as well as creates the image of a responsive and friendly organization. 

Why it made the list of the best sales software tools

Showpad helps even the most disorganized teams to centralize their content internally and share it externally. This software truly enables sales professionals to make every step of the sales process enriched with content. 

 

 

Consensus

Consensus is an incredibly cool sales enablement, more specifically sales demo tool that helps you provide your prospects with a fully-customized product demo. You can add video clips, documents, and other content to your demo library and create an interactive demo experience for your prospects.

You basically put together a vast library of content and your prospects, leads and even clients can guide themselves true the demo choosing the path they want. This saves both you and them time. 

Why it made the list of the best sales software tools

I find this tool very helpful in the presales process, as it allows leads to choose what they are interested in, and I get great insights too about them. Consensus is the 21st century way of doing demos.

 

 

PandaDoc

Sending, filling in and getting sales documents signed is part of any salesperson’s everyday job and PandaDoc for sure makes it easy. It is a simple but absolutely essential tool to have in your sales toolkit. 

Any sales team that takes information security seriously should consider using PandaDoc, so they can forget about the hassle of sharing documents from a Google Drive folder where they really shouldn’t. 

Why it made the list of the best sales software tools

I cannot stress it enough how useful this very simple tool is. It helps me better organize sales documentation, get it filled out and signed in a jiffy, without overcomplicating the process. 

 

 

Badger Maps

Badger Maps is an app for field salespeople to automatically plan, route, and schedule their time in the field. Sales teams using Badger can boost their productivity as it allows them to meet with the right customers at the right time. According to Badger Maps, on average, sales reps sell 22% more and drive 25% less after implementing the solution.

Badger Maps allows you to create optimized sales routes with turn-by-turn directions and live traffic data and to easily visualize top opportunities on an interactive map and collect relevant data directly from the field. 

the best sales software tools Badger Maps

Why it made the list of the best sales software tools

At 10to8 we rarely do field sales, however, many of our customers specialize in field sales and so Badger Maps can be a great addition to 10to8 for them. The software can also help with lead gen, as salespeople can select prospects by industry, overlay them with current customers and explore new leads for their business.

If you do field sales, I’d recommend that you sign up for a free trial, and once you’ve convinced and decide to implement their solution, you can also benefit from their roll-out training.

 

I am always excited to hear about new and cool software tools that can help salespeople like me streamline their workflows, so if you know of a fantastic software solution that I should really check out, please let me know in the comments!

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Dawud is a Sales Representative at 10to8, and is arguably the team member with the most obscure name. With experience in co-founding a company in the wellness industry, his Entrepreneurial approach fits in perfectly with the team's ambitious spirit. He thrives in the fast-growing Cambridge Tech scene, providing intelligent solutions for global clients and helping 10to8 grow exponentially

Dawud Allinson

Sales Representative, 10to8 Appointment Scheduling Software

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