Sei sulla pagina 1di 58

2020 EDITION

SALES TOOLS AND


TECHNOLOGIES
100+ vendors in 10 categories
every B2B sales professional should know
Introduction
It's dead simple. Salespeople can't Having and using the right software is crowd. To make the list easier to consume,
escape technology. It reduces manual essential to achieving success in sales. we've divided it into ten categories.
tasks, improves performance, and overall, More than ever, an organization's success
In this edition, we've added a new category:
helps you close more deals. Simply hinges on how quickly and effectively
remote sales and collaboration tools.
put, salespeople who use technology they adopt sales technology. But with so
As working-from-home teams become
outperform their peers many choices out there, building a robust
common practice, we took the time to test
sales tech stack for your business can be
Sales intuition and gut feeling belong to tools that help salespeople do their job
overwhelming.
the past. The modern salesperson trusts effectively regardless of their location.
technology to understand which prospects New sales tools enter the market every
The tools per category are listed in
are most likely to be successful with their day, all promising to help salespeople be
alphabetical order, and the hierarchy of
product or service, when to reach out to more efficient and better at their jobs—the
categories is based on the stage of the
those prospects, and what they should be options are endless. In short, the possible
funnel where they're used.
talking about with them. With the right tools winnings for salespeople who tap into the
at hand, salespeople save time on tedious power of sales technology are great, but Before getting into the list, we're
and time-consuming administrative tasks the sheer number of choices is straight up dedicating a few pages to go through
and can focus on what matters the most: intimidating. the most important considerations when
providing value for people and businesses. investing in sales technology—a refresher
Every year, we test and try these tools.
of what to look for when building your
There's no denying sales technology And every year, we publish our findings. In
sales tech stack.
improves your process. The question is, this eBook, we've listed one hundred B2B
which are the right tools for your business? sales tools that we think stand out from the We hope you enjoy the read!

2
Table of
Introduction....................................................................................3
How to choose your sales tech stack...................................4
CRM Software...............................................................................6

contents
Sales Intelligence and Sales Prospecting..........................13
Sales Acceleration Tools..........................................................18
Sales Gamification.....................................................................23
Sales Analytics Software.........................................................28
Remote Sales and Collaboration Tools..............................33
E-Signature and Document Tracking.................................38
Account-based Marketing......................................................43
Marketing Automation.............................................................48
Customer Service Software...................................................53
How to choose your sales tech stack
Not long ago, a salesperson would get sales tech stack that serves the needs and However, with at least 830 vendors in the
by with just a phone and the yellow goals of individual departments, rather than space and more being added daily, building
pages. Now, the average sales rep uses the business as a whole. your tech stack can quickly become
a dozen apps and tools every single day. an overwhelming exercise. The key to
Digital tools and systems have drastically The key to choosing the choosing the right tools is collaboration and
transformed sales and marketing during the right tools is collaboration cooperation between different departments
past decades. With the right technologies and cooperation between to identify common needs and make
in its arsenal, a company may flourish, different departments to improvements in the most impactful areas.
whereas inadequate tools will leave any identify common needs and Start by identifying your most pressing
company stranded with lengthy and make improvements in the pain point. If your salespeople don't have
expensive contracts that bog down the enough quality leads to work, you need to
most impactful areas.
entire business. More than ever, choosing set out to look for a solution that addresses
the right tools and technologies can make this problem: a marketing automation tool
Simply adding tools will not make your
all the difference. streamlining your lead generation, and a
teams more productive or drive faster
sales intelligence tool to skyrocket your
CRM systems, marketing automation growth. Instead, the companies that have
sales prospecting.
platforms, even chatbots, are becoming adopted a digital and data-driven mindset
common practice for many sales into their core activities are already building We recommend you build your tech stack
organizations. Because these tools solve more holistic sales and marketing tech gradually, measuring every single tool for
specific problems, oftentimes, businesses stacks and architectures. Cross-functional return on investment. In the long run, a
plan and invest in each of these areas ways of working and shared tools and robust sales and marketing architecture
separately. This leads to a disconnected technologies are the new black. that spans all areas of the organization

4
will be a significant investment. Use whereas a marketing automation platform When building your tech
reliable data to test and validate early accumulates behavioral data (how did stack—no matter how
investments. your leads engage with your content?).
complex—it is essential
Plus, a sales intelligence tool adds external
Focus on key integrations to plan tight integrations
company data (what are the characteristics
between systems and tools.
When building your tech stack—no matter of your prospects?). For seamless
how complex—it is essential to plan alignment, the different tools should "talk"
tight integrations between systems and to each other, so data can automatically be
tools. The average salesperson logs synced between systems.
into a dozen sales tools every day. Thus,
With data seamlessly flowing between
automation and integrations are essential
systems, all teams have a complete picture
to boost productivity.
of the whole sales process. Only then you
Successful integrations guarantee you can can feed back the insights data generates
develop a data-driven approach to sales. into the process to analyze, iterate, and
Data-driven sales is an approach to sales. improve.

The sales process requires and generates


plenty of data, but often this data is stored
in different systems. A CRM collects
internal operation data (what are the
outcomes of your calls and meetings?),

5
CRM Software
CRM SOFTWARE

As the name suggests, a customer As a result, CRM systems have grown to be most CRMs online in their internet browser.
relationship management (CRM) is a fully-fledged ecosystems, acting now as the Some vendors charge a flat monthly fee for
platform for managing relationships backbone of any sales organization. Each a set number of users, but require larger
with your customers. The software helps of these ecosystems favors a set of tools packages or extra fees for additional users.
you keep track of existing customers, and technologies, which may integrate
There's a lot to think about when choosing
enhance customer relationships, improve more seamlessly than others. Consider this
your organization's CRM software. On
customer retention, stay on top of when selecting your CRM.
the one hand, there are large vendors,
sales and marketing efforts, automate
A company's first investment such as Salesforce and Microsoft
communication.
Dynamics, attempting to build ecosystems
For most companies, a CRM is the first
But there's much more. incorporating app marketplaces. On the
and usually the most extensive investment
other hand, there are some strong players
First designed to manage customer they make in terms of sales technology.
in local markets designed for small and
relations, CRMs have matured into CRM adoption alone has grown 113
medium enterprises.
incredibly complex systems with percent since 2016, with 64 percent of
countless features designed to help sales professionals reporting that they use To make the choice a little easier, we've
companies and salespeople track and CRM applications in 2018, according to listed ten vendors we've identified as strong
optimize their entire sales process. LinkedIn's State of Sales 2018. options.
Their most common features nowadays
Today, most CRM solutions are SaaS
include anything from data management
platforms where you pay on a per-user,
to advanced lead scoring and automating
per-month basis. On-premise installations
repetitive tasks.
are seldom needed, as users can access

7
CRM SOFTWARE

Close Dynamics 365 - Vainu for Microsoft Dynamics 365 available


Close gives users an overview of all sales activities by Dynamics 365 is a cloud-based enterprise resource planning
automatically organizing emails, calls, voicemails, tasks and and CRM enterprise system. Built by Microsoft for maximum
reminders in a timeline view. With its build-in one-click calling flexibility and extensibility, it features a strong ecosystems
and call automation Power Dialer, Close aims to get sales teams and caters both small and medium-sized enterprises and large
on the phone more. organizations.

close.com dynamics.microsoft.com

Copper Freshsales CRM


Copper, previously ProsperWorks, is the CRM for G Suite. Copper A full-fledged Sales CRM software, offering lead scoring, built-
scrapes and captures all of your contacts, emails and other in phone, email, and activity capture. Freshsales automatically
crucial account details so everything's automatically there and enriches your leads, contacts and accounts with their social and
ready for you to start selling. publicly listed information to save you the trouble of manually
finding and entering the same.
copper.com
freshworks.com

8
CRM SOFTWARE

HubSpot - Vainu for HubSpot available Pipedrive - Vainu for Pipedrive available
HubSpot has established itself as an innovator in the sales and Pipedrive offers very competitive pricing and a smooth user
marketing scene. It's free CRM tracks customer interactions experience. The primary view is Pipeline, a clear visual interface
automatically–whether they're in an email, across social media, that prompts you to take action, remain organized, and stay in
or ona call. Sync with Gmail or Outlook, and capture every call, control of a complex sales process. Pipedrive also has a very
email, or meeting as it happens. intuitive integration with Vainu.

hubspot.com/products/crm pipedrive.com

Pipeliner CRM
Membrain
Pipeliner CRM drive user engagment through its sales-friendly
Labelled as a sales enablement CRM, Membrain focuses on
interface that allows users to easily customize what they see
making it easier for sales teams to execute their process, coach
to make the system their own. There is also a very powerful
better and continually improve. The platform can work along a
reporting engine built-into the product which allows reports to
traditional CRM or replace it entirely.
be generated from any view or area within the system.
membrain.com
pipelinersales.com

9
CRM SOFTWARE

What's new
With nearly 600 vendors, the CRM space is
Salesforce - Vainu for Salesforce available
crowded. Often the first investment into sales
Salesforce needs no further introduction. It is the most
technology, choosing the right platform is a
popular and often also the most expensive customer relation
critical decision.
management solution in the world. Salesforce is more than just
a CRM, it's an ecosystem with powerful App marketplace and Sales technology is rapidly changing and CRMs
almost unlimited number of integration options. are gaining new features by adding integrations
with other apps and platforms. Make sure you
salesforce.com
pick one CRM that won't limit you down the road.
Potential integrations are as important as the
features of the CRM.

A CRM, however, isn't worth much without fresh,


SuperOffice CRM - Vainu for SuperOffice available reliable data in it. Look into feeding real-time
Norwegian SuperOffice CRM ties all sales, marketing and company data into your CRM to enrich and expand
customer service activities into a single, digital profile. A suite your database. Vainu for CRM ensures your CRM
of integrated applications that give users customizable tools is up to date with powerful company information
to boost productivity, improve customer relationships and help that makes your salespeople more productive.
deliver information quickly to those who need it.

superoffice.com
CRM SOFTWARE – BONUS: STRONG PLAYERS IN THE NORDICS

Upsales
Lime
Swedish Upsales has developed a powerful all-in-one CRM
Swedish Lime CRM contains everything users need for a simpler
and marketing automation software. Users get access to the
everyday life: contacts, history, to- do-lists, case management,
information they need anytime and anywhere, with real-time
deals, and marketing activities.
notifications to keep them up-to-date when a new lead (or sale)
lime-crm.se comes in. The app gives users access to sales reports, pipeline
updates, and activity levels.

upsales.com

Taimer Visma
Finnish Taimer is all-in-one software offering invoicing, sales Norwegian Visma’s CRM solution can be accessed on any
CRM, and project management. Taimer Free CRM is free of device. Visma.net is a hosted full featured CRM designed to
charge and developed for sole traders, entrepreneurs, and single give users a full 360° view of their customers and to support all
users. The paid version is specifically tailored for sales teams of their business process needs from contact management to
and small and medium businesses. sales and marketing.

taimer.com visma.net

11
CRM SOFTWARE – BONUS: STRONG PLAYERS IN THE NORDICS

WebCRM
Danish WebCRM is a configurable, easy-to-use and highly
secure cloud-based CRM system. It enables proactive account
management and marketing–and through simplicity and clarity
it leads to easier and faster results.

webcrm.com

12
Sales Intelligence and
Sales Prospecting
SALES INTELLIGENCE AND SALES PROSPECTING

The sales intelligence vertical is still young insights and a clean and tidy CRM has In sales intelligence, local data plays a
and relatively undefined. This makes it far the potential to create a well-oiled sales critical role, which makes the category
from easy for first-time buyers to compare machine that delivers relevance at a scale. more fragmented geographically than
sales intelligence solutions and decide others. Legislation such as GDPR makes
In short, sales intelligence eliminates the
which one is right for their business. Europe, for example, a more challenging
previously manual process of locating
market to have contact information on.
In a broad sense, sales intelligence refers the relevant insights you need, while
to a wide range of technologies that help verifying them for accuracy and giving you
salespeople find, monitor, and understand a complete overview of every prospect.
information on prospects' and existing Most tools come with notification features,
clients' daily business. alerting the users of organizational changes
that can open up a window of opportunity,
Sales intelligence helps salespeople know
or informing them of when a new company
precisely who they should be talking
falls into the description of their ideal
with, what they should be talking about,
customer profile.
and when they should reach out to them,
and put all the relevant information in
front of them when they’re having that
conversation. As a result, injecting data Sales intelligence eliminates the previously manual process
from a sales intelligence platform into
of locating the relevant insights you need, while verifying
your CRM can truly transform your sales
them for accuracy and giving you a complete overview of
process. A combination of company
every prospect.

14
SALES INTELLIGENCE AND SALES PROSPECTING

Adapt D&B Hoovers


Adapt’s suite of products offers B2B contact and company One of the largest company databases with more than 100
data across multiple industries. Users get access to millions of million people and 200 million company profiles. Delivered
business contacts so they can find the right connects to building through the Dun & Bradstreet Data Cloud, D&B Hoovers' data
qualified leads and engaging with prospects faster. and insights help users accelerate revenue, manage risk, and
lower cost.
adapt.io
dnb.com

Clearbit
HG Insights
Clearbit is a marketing data engine for customer interactions.
HG Insights focuses in particular on providing insights on the
The software help users understand their customers on a
website tech companies used. The solution provides marketers
deeper level, identify future prospects, and personalize every
with accurate technographic insights, based on advanced data
single marketing and sales interaction.
science, to build better forecasts and precisely target their
clearbit.com campaigns at scale.

hginsights.com

15
SALES INTELLIGENCE AND SALES PROSPECTING

Owler
InsideView
Founded nearly ten years ago, Owler is a community-based
InsideView aims to position itself as a modern company
business information and insights platform. Owler provides
database that integrates seamlessly with Microsoft Dynamics
salespeople with real-time news, alerts, and insights to help
CRM, specifically. In addition to basic company and people data,
them close more business and stay on top of their competitor's
InsideView also provides relevant news mentions and social
moves.
media feeds of companies.
owler.com
insideview.com

Leadfeeder LinkedIn Sales Navigator


Leadfeeder is a sales intelligence tool that helps companies Most salespeople use LinkedIn, but only some utilize LinkedIn's
uncover more about their anonymous website visitors so that paid premium offering, Sales Navigator. This tool makes it easy
they can convert promising visitors into sales leads. Leadfeeder to build prospect lists based on decision makers' job titles and
shows who visits your website, how they found you, and what responsibilities. Users can also monitor relevant discussions,
they're interested in. allowing salespeople to find more meaningful ways to engage.

leadfeeder.com business.linkedin.com/sales-solutions/sales-navigator

16
SALES INTELLIGENCE AND SALES PROSPECTING

What's new
Vainu Sales managers and marketers are increasingly
Vainu is building a sales intelligence platform that helps using data and insights from sales intelligence
salespeople and marketers move forward. Vainu is powered software to define and implement strategies. The
by technology to collect, read and understand all company need to combine external and internal data makes
information ever written, and make this easily consumable for integrations a critical characteristic of any sales
the salesperson. intelligence platform worth its salt.

vainu.com With the addition of new datasets—such as real


estate data, credit ratings, or vehicle information,
intent data and triggers events is making
prospecting more effective and specialized.

ZoomInfo Powered by DiscoverOrg


ZoomInfo Powered by DiscoverOrg collects most of its data by
interviewing and researching companies systematically a few
times each year.The solution is especially useful for business-
to-business sales teams targeting IT departments

zoominfo.com
Sales Acceleration Tools
SALES ACCELERATION TOOLS

In sales, speed is everything. Sales In other words, sales acceleration makes


acceleration software aims to speed up the work of sales reps and marketers
sales by automating administrative tasks easier, helping them work more
and streamlining sales processes. By productively and achieve better results.
eliminating time-consuming manual tasks,
Vendors in this category seem to believe
salespeople have more time to have more
in a systematic, multi-channel approach,
sales conversations and close more deals.
where you cover all bases to get attention
This category of tools helps salespeople from the right buyers. Minimizing human
improve both efficiency and effectiveness effort through automation is a key part of
with better engagement and organization keeping outreach efforts manageable.
through the entire sales ecosystem.
As the sales acceleration market consists
Spearheaded by sales ops teams, sales of a wide range of tools with a wide variety
acceleration is more of an umbrella term of features, finding the right one for your
for all tools that move buyers through the organization is like looking for a needle in
sales funnel faster and shorten the sales a haystack. Sales acceleration helps
cycle. Coaching tools, email tracking salespeople improve both
Next, we've listed ten comprehensive sales
software, tools for predictive analytics, efficiency and effectiveness
acceleration tools here. This should make
sales engagement software, and outbound
searching the right sales acceleration tools
with better engagement and
sales dialers, to name some, then all belong
for your business easier. organization through the
to this category of technology.
entire sales ecosystem.

19
SALES ACCELERATION TOOLS

Aircall
ConnectLeader
Aircall is a complete business phone and call center software in
Aimed at all types of sales roles, ConnectLeader provides sales
one. With Aircall, users can manage their entire phone system,
acceleration technologies to help sales teams identify the right
set up dynamic and intelligent call queues, create personalized
prospects, obtain accurate contact data, and enable accelerated
caller journeys, and automatically route calls to the right
communication. The platform uses sales connectivity
representative from anywhere in the world.
optimization features and lead nurturing solutions.
aircall.io
connectleader.com

Chorus Gong.io
Chorus is a conversation intelligence platform that helps users Gong is a conversation intelligence platform especially
act on the insights surfaced from the conversations with designed for salespeople. It captures all the sales
prospects and customers. Powered by artificial intelligence, conversations, phone calls, web conferences, and email. Gong
Chorus handles the work to capture, summarize, and enter call then uses artificial intelligence to uncover the stuff won deals
notes into users' CRM. are made of.

chorus.ai gong.io

20
SALES ACCELERATION TOOLS

Outreach
Mailshake
Outreach is designed to help enterprises accelerate revenue
Mailshake allows you to send personalized cold emails at scale,
growth by optimizing every interaction throughout the customer
engage with prospects via phone and social media, and build
lifecycle. Outreach manages all customer interactions across
all-in-one sequences. The goal is to improve connect rates with
email, voice and social, and leverages machine learning to guide
sales cadences that engage with prospects in multiple social
reps to take the right actions.
channels.
outreach.io
mailshake.com

PersistIQ
Mindtickle
PersistIQ is a sales engagement platform that has an intuitive
MindTickle helps sales managers develop, coach and improve
and clean user interface. One of its unique selling points
the performance of their teams independent of their location.
is simplicity; they say the platform has zero onboarding
The technology correlates sales capabilities to business
complexity. PersistIQ's powerful platform integrates into your
outcomes, so you can directly tie sale enablement impact to
existing workflow, CRM, and marketing automation systems.
revenue.
persistiq.com
mindtickle.com

21
SALES ACCELERATION TOOLS

What's new
Sales acceleration tools first grew popular in high-
Xant
volume markets such as the U.S. and the U.K.
An intelligence sales cadence application that helps users
to understand who to target. Xant prioritizes contacts and The technology is predicted to win more ground
accounts based on their likelihood to engage and buy, ensuring also in smaller markets in the coming years as a
reps focus on the best leads first. result of the increasing difficulties for salespeople
to reach prospects all over.
xant.ai
Sales acceleration is another category where
global leaders, such as SalesLoft and Outreach,
are starting to emerge. We expect to see
continuous innovation in this area, since engaging
with prospects through traditional methods is
Reply getting harder each year.
Reply is an artificial intelligence-backed sales acceleration
machine to reach out to a target audience and scale
communications. Reply offers comprehensive CRM integrations,
features rich API, and the power of Zapier to automatically sync
data and keep CRM records up to date.

reply.io
Sales Gamification
SALES GAMIFICATION

Sales demands a good amount of grit and ranking displays with employees' scores vendors include features that make them
persistence. Simply put, at times, the job in real-time, based on data pulled from the work just as well for enhancing employee
can be frustrating. By adding contests team's CRM system. performances in customer support,
and games elements into day-to-day work, marketing, and human resources.
Stack-ranked leaderboards are the most
you can keep your team productive and
common and most traditional form Consider these two points when shopping
boost motivation. After all, salespeople are
of sales team competition, but some for sales gamification software: a)
competitive by nature, aren't they?
software allows for more complex team there's such a thing as too much when
There's no sales team that never used a games, one-on-one challenges, and mini- it comes to gamification in sales, and
leaderboard or ran a sales competition games for working on individual skills and b) the administration required from the
to boost activity. Gamification and performance goals. sales manager to keep the competitions
competition enhance the sales process running must be justified by the winnings
By making the data available company-
by adding competition and recognition from improved company culture and sales
wide, you amplify the competitive spirit
as additional motivation for sales results.
between reps and engage them in a play-
representatives. Technology helps organize
to-win culture. You also allow sales reps To help you pick the right, easy-to-use,
these competitions and games.
to see which metrics they are hitting and sales gamification software for your
Sales gamification software allows sales which ones they're behind on, hopefully business, we have listed ten of the top tools
managers to choose which metrics their encouraging them to put more work into the on the market.
team will be judged by, and the tool will sales tasks they need to improve the most.
rank employees based on their success
Sales departments aren't the only ones
against those metrics. Most tools offer
using gamification software. Many

24
SALES GAMIFICATION

Ambition CRM Gamified


Ambition creates dashboards for every employee, manager, and CRMGamified is a gamification add-on designed solely for
executive so they can track what's important day-in and month- Microsoft Dynamics CRM. The tool drives engagement and
out. It monitors and coaches behavior down to how hard and comes with game mechanics such as badges, levels, and
smart each employee is working. leaderboards. Data gathered by the CRMGamified platform is
contained within the user's CRM system and stays there.
ambition.com
crmgamified.com

Bunchball Funifier
Bunchball's service gamification product intends to help Funifier uses points, badges, challenges, and over 100 other
companies improve customer loyalty and online engagement game techniques to keep salespeople motivated. Challenges
using game mechanics such as badges, team points, leader can be assigned for any type of task, from something simple
boards for websites, social communities, mobile applications, such as responding to an email, to more complex tasks with
and desktop and enterprise applications. multiple steps and deliverables.

bunchball.com funifier.com

25
SALES GAMIFICATION

GameEffective LevelEleven
GamEffective is a gamification platform designed for sales, LevelEleven is a performance management suite for leaders of
customer service, and employee training and development. The customer-facing teams to motivate, engage, and coach around
platform provides insights into employee's behaviors and uses key behaviors that drive results. The platform incentivizes
narrative-based gamification to empower teams and individuals performance in sales and service teams to boost productivity
and drive them towards success. and output.

gameffective.com leveleleven.com

Hoopla Plecto
Hoopla's platform aims to engage users by pulling performance Plecto is a dashboard software designed to motivate and
data from the applications they already use and broadcasting engage employees to perform better. The platform adds
live updates on big-screen TVs, the web, and mobile devices. gamification features that take the addicting elements from
games and apply these to work-life situations.
hoopla.net
plecto.com

26
SALES GAMIFICATION

What's new
ThinkSmart Sales gamification features are being increasingly
ThinkSmart helps companies improve sales performance embedded into sales processes and other
through motivation, reporting, and loyalty programs. The categories of sales tools, such as CRMs. As such,
reporting dashboard helps users track important indicators like you want to take gamification into account when
who are the top performers, what rewards motivate individuals, investing in a CRM ecosystem.
and who is not earning points in real-time.
Also, take into consideration that other
thinksmartone.com departments, such as marketing or human
resources, can engage with games and elements.

Besides game mechanics, we've also seen a


number of these gamification platforms introduce
coaching elements to help develop sales training
Zoho Motivator programs.
Zoho motivator is an add-on feature built on top of Zoho CRM.
It captures data from users' CRM account to give them real-time
insights into their sales activities, giving them an idea of which
behaviors they need to improve and the tools to do it.

zoho.com/motivator
Sales Analytics Software
SALES ANALYTICS SOFTWARE

As the old saying goes, "if you can't products, and campaigns are performing With several major vendors in this space,
measure it, you can't improve it." the best, and where they should improve. choosing the right sales analytics software
can be overwhelming. To narrow the
Businesses are demanding more complex Your choice of sales analytics system
options down, we've listed ten of the most
data analysis capabilities that go beyond greatly depends on your choice of CRM.
renowned sales analytics software tools on
a manual compilation of spreadsheets The technology reports on CRM data to
the market today.
and charts. In the age of big data, sales reveal sales insights and forecast future
analytics has become an important part performance. For this reason, sales
of every sales report. To do the job, sales analytics tools are usually implemented
managers and SalesOps teams are tapping on top of CRMs, and use algorithms based
on one more piece of software. on existing data to reveal insights, though
some serve as both the CRM system of
Sales analytics technology is a term used
record as well as the analytics tool itself.
to describe tools and systems that enable
sales professionals and managers to As sales and marketing become even more
effectively track, evaluate, and enhance data-driven every year, there will be more Sales analytics tools track,
the performance of their sales activities, and more players and innovation happening evaluate, and enhance
while predicting trends and results, and in the sales analytics category. In addition
the performance of sales
finding relevant insights. They provide to just analyzing data and coming up with
activities, while predicting
sales managers with a granular view, recommendations, these tools start taking
trends and results, and
breaking sales down into understandable a more holistic approach in helping cater to
pieces when reviewing where salespeople, all the needs of the SalesOps function.
finding relevant insights.

29
SALES ANALYTICS SOFTWARE

Aviso Datahug by CallidusCloud/SAP


Aviso is an artificial intelligence-driven platform built to drive Datahug is a collaborative forecasting and pipeline management
accurate sales forecasting and improve pipeline management. solution, built in Salesforce, that enables sales teams to
It helps sales executives and CFOs deliver accurate forecasts, increase sales velocity and reduce pipeline risk. The solution
sales managers move deals through the pipeline faster, and gives deep visibility into the sales pipeline while reducing the
reps close more deals with smart selling signals. burden on salespeople to update CRM.

aviso.com datahug.com

Clari Datapine
Clari automatically captures activity data from user's CRM, Datapine is a business intelligence tool for small and medium-
email, meetings, and file activity too and logs it back to their sized companies that aims to improve performing database
CRM. Thereafter, Clari applies advanced machine learning analysis by making complex functionalities available to non-
and artificial intelligence to identify risk and surface predictive technical persons. With an easy-to-use, drag and drop interface,
insights. it is easy to get started with Datapine.

clari.com datapine.com

30
SALES ANALYTICS SOFTWARE

Geckoboard Domo
With crisp and catchy visuals, Geckoboard’s dashboard displays Domo's cloud platform provides a suite of business intelligence
the mantra and metrics that matter and keeps everyone aware of tools for any sort of team. These tools crunch data across all
their respective roles in meeting daily targets and long-term goals. your teams and departments to provide statistical analyses
The software allows sales managers to monitor key performance and actionable insights capable of moving the needle on every
indicators and make critical adjustments in real time. metric that matters.

geckoboard.com domo.com

Looker Olono
Looker simplifies business intelligence with modeling Olono's offers managers an overview of all sales and marketing
language that lets any employee leverage the work of your activities to help reduce risk, increase win rates, and shorter
best data analysts. Any user can create easy-to-read reports, sales cycles. The platform also offers recommendations and
visualizations, and dashboards to explore patterns in data and best next actions, customized by role, defined by best practices,
understand what's happening at any given moment.. custom processes and machine learning.

looker.com olono.ai

31
SALES ANALYTICS SOFTWARE

What's new
People.ai In addition to analyzing sales performance, the
People.ai is a fast-growing young company with 100M in tools in this category are building predictive
funding. The platform frees users from manual data entry by systems based on artificial intelligence and
automatically capturing all contacts and customer activity machine learning to predict sales. These models
data, dynamically updating the CRM, and providing actionable can estimate, for example, customer lifetime value
intelligence across all management tools. from a very small amount of usage data. This way,
a company can adjust their customer acquisition
people.ai
costs based on real future cash flows from those
customers. Companies investing in sales analytics
will be able to gain huge competitive advantages.

Tableau
Tableau is an interactive data visualization platform that is
gaining traction among sales organizations. As most business
information solutions, it offers a variety of features for sales
such as report building, pipeline tracking, and insights discovery.

tableau.com
Remote Sales and
Collaboration Tools
REMOTE SALES AND COLLABORATION TOOLS

Thanks to the surge of an always-on regardless of travel capability. To facilitate Armed with the right tools,
society, remote sales teams have become collaboration and boost productivity, many any sales representative
common practice. Face to face meetings tools offer additional features outside video
can sell a product worldwide
and a firm handshake are no longer a conferencing itself, providing file sharing,
effectively and companies
requirement to close six-figure deals. white boarding, and screen sharing tools
can manage work-from-
Armed with the right tools, any sales Some vendors offer integrations with home teams.
representative can sell a product marketing automation and CRM software
worldwide effectively and companies to sync critical business data into relevant
can manage work-from-home teams. conferences and allow for streamlined
Technology has made possible and follow-up communications and updates to
frequent closing deals remotely thanks to contact accounts.
online meetings, video conferences, and
Additionally, there is a myriad of apps to
e-signature tools.
share knowledge, documents and facilitate
Video conferencing software is the first and project management.
most common tool of any team working
This category is a crowded space. Finding
remotely. No longer the punchline of many
the right one can be both time consuming
jokes, today the technology exhibits strong
and stressful. Below you will find a list of
audio and video quality that reduce hiccups
the essential software to do remote sales
in communication for remote employees,
effectively.
potential prospects, or outside stakeholders

34
REMOTE SALES AND COLLABORATION TOOLS

Airtable Howspace
This is where spreadsheet meets database. Airtable's native Howspace focuses on coaching with a platform designed
mobile and desktop apps make it easy to edit, comment, and for collaboration on professional learning and organizational
collaborate in real time; changes are instantly synced across development initiatives. With it you can create shared
everyone's devices. workspaces and invite the participants to discuss and
brainstorm using any combination of text, video, and pictures.
airtable.com
howspace.com

Fuze Google Jamboard


Fuze is a global cloud communications and collaboration Initially an actual interactive 55-inch whiteboard, Jamboard is
software platform for the enterprise. Fuze intelligent platform now also an app that offers a rich collaborative experience for
has a simple user experience and enables seamless transition teams and classrooms. You can create digital whiteboards from
between voice, video, messaging, and content sharing. your device, draw on them, and share them with others.

fuze.com gsuite.google.com/products/jamboard/

35
REMOTE SALES AND COLLABORATION TOOLS

Miro Seidat
Miro is an online collaborative whiteboard platform that Slide decks and presentations are a salesperson's most usual
empowers cross-functional discovery and brainstorming. The tool. Seidat takes decks online with a cloud-based presentation
platform features are designed to create customer journey platform for sales teams where you can create, edit, present,
maps, wireframing, roadmaps, and more. It integrates with share and manage your presentations..
popular tools such as Slack, Dropbox, and Google Suite.
seidat.com
miro.com

Notion Slack
Notion is an all-in-one workspace that brings together the Slack's quickly became a popular collaborative hub based
capabilities of different collaboration apps. The app presents on instant messaging and file sharing. Beyond its promise to
a shared workspace for notes, project management and replace email, the software integrates with thousands of apps
documents. and services to create seamless workflows.

notion.so slack.com

36
REMOTE SALES AND COLLABORATION TOOLS

What's new
Tandem Remote sales doesn't mean operating solo.
Presented as a virtual office for remote teams, Tandem With the help of modern tools, communication,
boost collaboration with easy-to-use screen-share and video collaboration, and sharing skills regardless of
conferencing options. Seamless integrations guarantees that where team members are located are not only
Tandem works with the most common apps found in any possible but easy too.
workflow.
We expect remote sales and collaboration tools
tandem.chat to become even more predominant. From task
management to video meetings and online decks
and whiteboards, salespeople have a strong
arsenal of tools to be efficient and capable of
building trust without the need of traveling to a
prospect's office.
Zoom
Zoom has rapidly become the go-to platform for video
conferencing and online meetings thanks to its easy-to-use
capabilities. The solution provides all necessary features such
as screen sharing options, meeting recorder, and video quality.

zoom.us
e-Signature and
Document Tracking
E-SIGNATURE AND DOCUMENT TRACKING

Digital signature technology has been when and how a prospect interacts with a electronically and automating the digital
around for decades, but only in the last few specific document. Some salespeople call management of a contract throughout its
years, sales organizations have truly gone up the decision-maker when they receive a lifecycle. Many vendors integrate with third-
paperless. notification about a prospect opening up a party applications such as CRMs.
proposal.
In a nutshell, an e-signature is a digital Lately, the market has started to see
way of putting pen to paper. E-signature Many solutions focusing in more e-signature and document tracking
and document tracking software provide solutions pointed for sales teams. These
this area offer the possibility
users with the ability to securely collect tools can be useful also for sending out any
to track in real-time when and
signatures on electronic records, such as sales and marketing collateral.
how a prospect interacts with
sales contracts and proposals.
a specific document. To help you find the right vendor for your
This type of software helps streamline needs, we have collected ten top tools in
administrative tasks and reduce overhead this category.
The majority of e-signature and document
by providing a single, unified view of each
tracking platforms provide users with
contract's processes. An additional benefit
notifications for critical dates that affect
of e-signature technology is that it allows
a contract, such as the cut-off date for
for a paperless office. The sheer amount of
contract renewal. Some more low-end
space that paper documents and files take
services only offer templates that allow
up is problematic on several levels.
users to create and store their contracts.
Many solutions focusing in this area Other more advanced software provide
offer the possibility to track in real-time tools for creating and managing contracts

39
E-SIGNATURE AND DOCUMENT TRACKING

Click2Contract GetAccept
Click2Contract offers a tool for the easiest possible client GetAccept is an end-to-end, all-in-one deal management solution
contracting process. Click2Contract is designed to be used by for sales. Users get access to intelligent sales document
salespeople to easily send out offers, to do follow-up and get libraries, contract management, electronic signature, and more.
them accepted. GetAccept also combines video and live chat to ensure sales
representatives forge human connections with all prospects.
click2contract.com
getaccept.com

HelloSign
DocuSign
HelloSign is a newer alternative in the fairly crowded e-signature
DocuSign is one of the most popular e-signature solutions.
space. Hellosign has a freemium offering and also provides
It mainly targets larger enterprises, and offers seamless
an e-signature API with embedded signing for users to sign
integrations with Microsoft, Salesforce, and Google products
documents directly on their homepage.
that allow users to sign documents without exiting out of the
aforementioned platforms. hellosign.com

docusign.com

40
E-SIGNATURE AND DOCUMENT TRACKING

Oneflow Penneo
Oneflow is an intuitive all-in-one e-contract platform designed to With Penneo you can handle the entire signature flow digitally.
speed up the last mile of your sales, hiring, and buying process. Users can sign utilizing any national e-ID system (BankID, NemI).
Oneflow has developed a powerful contract editor for live editing, Penneo is based on European (eIDAS) and American (ESIGN)
chat, video and a whole bunch of other smart functions. The tool standards. This means that a digital signature from Penneo is
integrates seamlessly with all major systems, like CRMs. valid all over the world.

oneflow.com penneo.com

PandaDoc Proposify
PandaDoc all-in-one software streamlines sales workflows With Proposify, users can write and design proposal documents,
and provides transparency into the performance of proposals collaborate with team members, and keep track of new business
and contracts. Sales teams can design, approve, send, track, they pitch. The solution allows teams to access and edit the
and e-sign documents. An insightful dashboard provides sales same cloud- based document, post and view comments, making
leaders with real-time progress and accurate reporting. it fast and easy to collaborate on proposals.

pandadoc.com proposify.com

41
E-SIGNATURE AND DOCUMENT TRACKING

What's new
New data protection laws and the GDPR
Scrive
restrictions are making it more difficult to
Scrive enables remote sales and remote workers with secure,
track when and how a prospect interacts with a
legally-binding electronic signature solutions.Electronic
document. When selling to prospects based in any
signatures and identity verification can happen through a
of the EU's member states, the GDPR framework
dedicated online portal or directly from your web browser, office
must be taken into account before switching on
system, or CRM.
document tracking.
scrive.com
Besides digital signature options, vendors are
focusing a lot more on collaboration throughout
the whole process, and including chat capabilities,
document tracking, predictive analytics, and
other features. Expect all document-related
SignRequest
collaboration to soon happen within the proposal
SignRequest offers five plans, one free trial plan, one
software itself, to ensure a speedier process.
professional plan for one user per month, one allowing up to
four users, one enterprise offer allowing an unlimited amount
of users and - last but not least - they offer their full API to
advanced enterprise organizations.

signrequest.com
Account-based
Marketing
ACCOUNT-BASED MARKETING

For a few years, account-based marketing this method becomes useful only when content marketers to create content that
(ABM) has been the hottest topic in the supported by the right combination of speaks to the specific pain points of the
B2B world. Companies are concentrating tools and process. Hence, the method only right target accounts.
on acquiring specific high-value customers recently took off thanks to the last years'
In this section, we've listed ten strong
with highly targeted, personalized upswing of account-based marketing
account-based marketing solutions.
campaigns, basing the targeting and software vendors.
marketing message on particular attributes
The technology facilitates the alignment
of an account.
of sales and marketing departments
Without technology, it's impossible to and allows creating personalized buying
deliver this strategy at scale. Therefore, journeys. Users can offer tailored paths
more and more companies are investing in for visitors to take when they come to their
this category of software. homepage, making them more likely to
navigate through them.
Account-based marketing technology gives
marketers the ability to build scalable, To succeed with the account- based
personalized marketing campaigns, marketing strategy, you need to have an
measure their results against a set of key efficient inbound methodology. With a Without technology, it's
performance indicators, and prove revenue clearly defined target audience, marketing
impossible to deliver an
contribution. departments can better categorize and
account-based marketing
evaluate leads and move them further
The term account-based marketing was strategy at scale.
along the sales process. It also allows
first introduced in the 90s; however,

44
ACCOUNT-BASED MARKETING

6sense Demandbase
6sense's account-based orchestration platform helps revenue One of the pioneers in the account-based marketing space.
teams know everything they need to know about their buyers so The platform offers several different modules for advertising,
they can easily do anything they need to do to generate more marketing, sales, and analytics. Every module is account- based
opportunities, increase deal size, get into opportunities sooner, which means, for example, that it delivers targeted advertising to
compete and win more often. the companies and job titles that matter most.

6sense.com demandbase.com

ActiveDEMAND Engagio
ActiveDEMAND's marketing platform is specially designed Marketo's Co-Founder, Jon Miller, launched Engagio a few years
for digital marketing agencies and small business marketers. ago. The company brands itself as an orchestration platform for
ActiveDEMAND Call Tracking empowers marketers to manage account-based sales and marketing. Engagio allows users to run
multiple call tracking campaigns from one account. multi-person, multi-channel sales and marketing plays against
your target accounts.
activedemand.com
engagio.com

45
ACCOUNT-BASED MARKETING

Jabmo Revegy
Jabmo is an omni-channel account-based marketing platform Revegy is an account and opportunity planning platform that
designed for the unique requirements of global manufacturers. helps sales teams navigate the maze of changing relationships,
Jabmo drives revenue growth by serving personalized ads to competing interests, and corporate politics that always come
both known and anonymous buyers in your target accounts. It with key accounts. Revegy can integrate with any CRM to drive
integrates with CRM systems and marketing automation tools. customized account plans.

jabmo.com revegy.com

Madison Logic Terminus


Madison Logic's ActivateABMTM helps users convert their Terminus account-based platform is an end- to-end command
best accounts faster by finding and engaging with the most center for targeting the right accounts with dynamic data,
influential individuals throughout the buyer journey. It brings engaging them with unified multi-channel campaigns, activating
sales and marketing together with buyer insights and journey sales by separating signal from noise, and reporting on the
optimization to make every interaction a meaningful one. revenue outcomes that matter.

madisonlogic.com terminus.com

46
ACCOUNT-BASED MARKETING

What's new
Tray.io The technology that supports an account-based
All account-based programs are built on data. That's where Tray. marketing strategy is hard to define. It includes
io's offering comes into play. Their platform syncs account- different types of tools, from account-intelligence
based marketing tool with target account data from almost to account-based advertising and personalized
any source. Users can easily automate complex processes and content creation.
connect their entire cloud stack thanks to APIs.
Moving forward, we expect to see clearer, holistic
tray.io account-based marketing solutions as well as
solutions specialized in very specific industries.

Triblio
Triblio's account-based marketing solution unifies inbound
and outbound marketing with sales plays to drive revenue
generation. The platform allows users to run targeted ads, web
personalizations, and sales triggers to generate demand from
their most important target accounts.

triblio.com
Marketing Automation
MARKETING AUTOMATION

While a CRM is often the first sales leads and nurture them to a sales-ready manually monitoring workflow automation
technology investment, marketing stage. Marketing departments are usually is imperative to reflect to keep your
automation is a close second. It is the the most frequent users of marketing messaging up to date. Don't fall into the
technology that tightly unites inbound automation. However, it's essential for common pitfalls of “over- automating.”
strategies and content marketing. sales teams to understand the functions of
To spend more time focusing on creative
this automation too, as solutions like these
This type of software allows companies solutions while increasing your close rate
are also applicable in sales.
to streamline marketing workflows and and improving the quality of your leads,
optimize their marketing strategy by A vital component of this software is the we've listed ten powerful tools you should
automating marketing tasks such as email provision of analytics features to measure know about.
marketing, social media posts, and lead the impact of an entire campaign across
generation. These activities build up a rich segments and channels. These features
database of contacts through conversions, measure the impact of campaigns on
particularly when a person exchanges her marketing team KPIs, campaign ROI, and
contact details and possibly information the impact of campaigns on company
about the business they work for in revenue.
exchange for the valuable content from
A word of warning, marketing automation
your company.
is not a solution you can “set and forget.”
Once a new contact reaches the marketing While this software helps marketing teams
automation platform, the tool should help automate many tasks, they don't make
marketers qualify and prioritize these human skills redundant. Consistently

49
MARKETING AUTOMATION

Act-On Autopilot
Act-On's adaptive marketing platform is a command center to Autopilot helps its users create an unique buying experience for
get the right messages, to the right people, at the right time. their customers with automated online and offline messaging.
Act-On's easy-to- use technology provides users insight to adapt The messages are then synced to their CRM or analytics
to their customers' unique needs at each stage of the buying system. With this tool, it's easy to engage at just the right time
journey and accelerate their lead to revenue. with personalized email, in-app messages, SMS, and postcards.

act-on.com autopilothq.com

ActiveCampaign Drift
ActiveCampaign helps growing businesses meaningfully Instead of marketing automation, Drift is trying to build a new
connect and engage with their customers. With their SaaS category named conversational marketing, where chat features,
platform, the team at ActiveCampaign aim to help companies bots, and non-gated content play a crucial role. With Drift,
go beyond marketing automation to optimize their customers' salespeople get everything they need to capture and convert
experiences. high-quality leads.

activecampaign.com drift.com

50
MARKETING AUTOMATION

GetResponse Marketo
GetResponse is an all-in-one online marketing platform Marketo is a powerful engagement platform for enterprises that
targeting small and medium- sized businesses. Users can build help marketers to build brand value, grow revenue, and prove
a complete marketing campaign with ready- made funnels impact. Marketo is a complete solution for lead management
including an automated step-by- step system to build landing and B2B marketers looking to transform customer experiences
pages, automate emails, and recover abandoned orders. by engaging across every stage of complex buying journeys.

getresponse.co.uk marketo.com

HubSpot Oracle Eloqua


HubSpot has established itself as an innovator in the sales and Many software giants provide their own marketing cloud
marketing scene. HubSpot released a free CRM offering a little offerings these days, and Oracle is no exception. Oracle
over a year ago. It's an attractive solution, especially for the acquired Eloqua, is an interesting option for large and medium-
organizations that are already using the platform to manage sized companies, especially if they already rely on Oracle
their content marketing programs. products and services.

hubspot.com oracle.com/marketingcloud/products/ marketing-automation/

51
MARKETING AUTOMATION

What's new
Pardot The marketing automation category is dominated
Pardot is Salesforce's marketing automation offering. The by a few long-standing, large players. For these
platform is feature-rich and provides powerful capabilities, providers, marketing automation capabilities are
especially for email marketing. Tailored for B2B companies, an extension of a core CRM, or also provide CRM
Pardot allows sales and marketing teams to create, deploy, and functionality themselves. This makes sense.
manage online marketing campaigns. The integration of behavioral data (marketing
automation), customer data (CRM), and external
pardot.com
company information (sales intelligence) is
pivotal for a modern sales process that delivers
relevancy.

RD Station
Founded in Brazil, RD Station is gaining traction amongst small
and medium-sized enterprises. With this software, users can
manage and automate their digital marketing strategies, from
lead generation to conversions and relationships throughout the
whole buyer's journey.

rdstation.com
Customer Service
Software
CUSTOMER SERVICE SOFTWARE

Customer service tools help a business popular lately, as they allow users to of tools have grown across all business
manage inbound and outbound deliver more real-time customer support segments.
communications across multiple channels, and turn chat discussions into real sales
The hundreds of different customer
efficiently deliver service, and resolve opportunities. Many tools in this segment
service software available to choose from
issues. Help desk, live chat, social customer are building applications such as chat bots
vary by scale, industry use, platform type,
service, and complaint management that aim to qualify new leads and booking
compatibility, and features. To make it
software, to name some, belong in this new meetings for the salespeople's
easier for you to select the right tool for
category. With this type of technology, calendars. Since most of these bots are
your business, we've listed ten powerful
users can track all customer requests and using machine learning, they are getting
tools in this category here.
better understand their response time better every day, thanks to the new data
thanks to built-in analytics functions. that they collect.

While there is no all-encompassing In the past, only companies with a large


definition of customer service software, number of customer inquiries have taken
most vendors include features such as advantage of customer service and support
call-routing, analytic dashboards, auto- ticket systems. Companies with a smaller
attendance, and case management. Many number of customers tended to still use
tools allow users to get notified when one email and phone as their primary tools to
of their key accounts sends in a request. handle customer support. With the rapid
development of technology, customer
Vendors in the live chat segment offering
service solutions have become more
in-app chat features have grown more
affordable, and the adoption of this type

54
CUSTOMER SERVICE SOFTWARE

Dixa Front
Dixa is a customer service software which delivers personal Front redefines work communication with their shared inbox
service in real-time across voice, email and chat in one simple for teams by unifying users email, customer communication
interface and which also enables personal and insightful channels, and apps in one platform. The tool helps teams
conversations to take place, promoting mutual respect and collaborate efficiently and have more context and visibility into
appreciation between customers and agents. every conversation.

dixa.com frontapp.com

Freshdesk Gainsight
Freshdesk is a cloud-based customer support software and Gainsight is a purpose-built platform designed for delivering
helpdesk ticketing system that assists customers over email, customer success for customer- driven enterprises. This is a
phone, and social channels. Additionallly, the company has powerful platform built to turn disparate customer data from
already launched CRM and call center solutions. It aims to be a multiple sources into insights and actions that drive measurable
cost-effective solution for large enterprise platforms. business outcomes for users/clients.

freshdesk.com gainsight.com

55
CUSTOMER SERVICE SOFTWARE

Groove Intercom
No matter how you talk with your customers (email, social Chances are you have already used this customer messaging
media, chat, or the phone), Groove helps you keep track of it all platform without even knowing it. Intercom is often used as an
in their intuitive dashboard. Smart automations allow users to in-app chat that provides rich customer engagement data but
get rid of their workload. can also be used as a chat system on companies' homepages. It
offers separate apps for sales, marketing, and customer support.
groovehq.com
intercom.com

Hiver
LiveAgent
Hiver is an event engagement platform giving event marketers
LiveAgent is a multi-channel customer service software that
and organizers better insights into their event engagement and
offers 175+ helpdesk and live chat features. LiveAgent helps
attendees a better, more efficient networking experience. As
users stay on top of all their customer requests from different
most vendors in this category, Hiver provides a free trial and
support channels transforming all communication into tickets.
very transparent pricing on their website.
liveagent.com
hivertech.com

56
CUSTOMER SERVICE SOFTWARE

What's new
In this category, we've included both customer
Totango
engagement solutions as well as customer
Totango is a customer success platform that helps recurring
success platforms for following and managing
revenue businesses simplify the complexities of customer
the customer relationships. We believe these
success by connecting the dots of customer data, actively
will slowly merge to offer holistic CRM-like
monitoring customer health changes, and driving proactive
capabilities that capitalize on an overall
engagements.
contact database within the enterprise— some
totango.com large vendors (Freshdesk, Zendesk) already
have these types of offerings. The space is
highly competitive, with huge ad spends and
transparent, low-barrier-to-entry business
models being the norm. We expect even further
consolidation in the coming years.
Zendesk
Zendesk is an online customer service software and support
ticket system that covers the whole customer lifecycle starting
from onboarding and ranging to support and chat features. The
platform is used primarily by salespeople who upsell existing
customers rather than new business people.

zendesk.com
Vainu is building a Sales Intelligence platform that Headquartered in Helsinki, Finland, the company
helps salespeople and marketers move forward. launched in 2013 and is now at €15 million in annual
Powered by technology to collect, read and revenue with a team of 150, spread across Europe.
understand all company information ever written, Over 2,000 sales and marketing teams globally use
Vainu makes these real-time company insights Vainu’s data to personalize customer interactions at
easily consumable directly in its customers' existing scale—ultimately leading to more sales.
business systems.

Learn more at: www.vainu.com

Potrebbero piacerti anche