15 Sales Tools Your Sales Team Will Be Thankful For

January 07, 2018

Sales reps are extremely busy sifting through leads all day. We know that very well. Which is the reason we’ve compiled this list of effective sales tools, to give each salesperson the upper hand when planning out their day and tracking/managing each lead.

If you’re a marketing professional, you should definitely check out our post on 21 Free Tools Every Salesforce Marketer Should Be Using.

It’s time to supercharge your sales team with these 15 helpful sales tools.

Let's get started...

1. Voila Norbert

Need help looking up a specific email address? Let Voila Norbert do all the work for you. You’re able to search for contacts by name, company or website. Voila Norbert also integrates with Salesforce.

The first 50 leads are free.


2. Owler

As a sales professional, you must gather all your research on each prospect before picking up the phone. Owler is a community-based competitive insights platform that gives you up-to-the-minute industry news so you can check the size of the company, top competitors, the number of employees, the amount of capital they raised, and even the approval rating of the CEO.

These details are crucial to getting an inside view of your prospect’s company and if he or she is even the right person to talk with. Owler is great at giving you data to the right accounts and accounts that are similar to them, so you can discover more potential leads and get the insights into those companies as well.

You can create a free account.

3. Calendly

Calendly lets you schedule a meeting without a barrage of emails. The awesome thing about Calendly is that you can add it to your email signature, which makes it easier for customers to schedule a meeting with you at a convenient time.

We had a lot of success using Calendly during Salesforce Essentials 2017, as many customers were easily able to schedule meetings at our booth during the busy event.

Calendly integrates with Gmail, Outlook, and iCloud.

The free version gives you 1 event type.

4. DocuSign

Simply put, the best and easiest way to e-Sign documents. Sales reps are able to save precious time by signing contracts on-the-go. In addition to its e-Signature services, DocuSign offers Payments, which integrates with PayPal, Stripe, and Authorize.net to provide seamless transactions.

DocuSign also integrates with all Salesforce cloud solutions (Service Cloud, Communities, and CPQ)

They offer a free 30-day trial.

5. Cirrus Insight

Cirrus Insight syncs all of your Salesforce data into your inbox. There are so many valuable features Cirrus Insight provides. Cirrus lets you track prospects and opportunities from your inbox and sync important meetings using Calendar Sync. You can also create leads, contacts, cases, and opportunities without leaving your inbox.

Another great feature they offer is the ability to save emails and attachments to the right records. This will save you a ton of time when you have a busy schedule and need to go through a huge bulk of emails to read.

They offer a free 14-day trial.


6. Streak

If you can’t afford to upgrade to Salesforce yet, don’t worry. You can take advantage of Streak, which turns your Gmail into a CRM. Although it does not offer nearly the same scope as Salesforce does, it’s still an excellent way to track and manage your leads.

Streak allows you to organize your contacts into a full-fledged CRM. You can create your own pipeline and manage emails as you would through a basic CRM. Of course, you can always upgrade to Salesforce whenever you are ready and we’d be delighted to assist with the onboarding process.

You can track up to 200 emails per month with the free version.


7. Boomerang

Prioritizing your emails can be extremely time consuming. Boomerang lets you compose the email and schedule a reminder for a specific time and date. Boomerang is a great email scheduling tool built for Gmail. It allows you to to set reminders for important emails which you can send later.

If you’re contacting a big client, you might need to take some extra time to compose the email before clicking on the send button. You can even archive emails and bring them to the top of your inbox to read them when ready.

You get 10 free message credits.

8. Google Alerts

Google Alerts notifies you on the latest news from topics or industries of your choice. A good idea is to follow relevant topics that relate to the prospect, such as financial news or real estate news. This way, you’re always up on your facts and keep the conversations flowing super smooth.

You can add Alerts to your Gmail for free. 

9. Crystal 

Crystal helps you get to know your prospects personalities and how to approach them before crafting an email. It even analyzes text copy before you send the email, which is extremely important when the majority of your emails are to new prospects.

You can get Crystal for free.

10. Skype

Despite many other free social calling tools, Skype remains high up on the list when it comes to online business meetings. The video quality is pretty crisp and it serves as a strong alternative to Google Hangouts and a more professional business tool than Facebook Video.

You can download Skype for free.

11. FullContact

FullContact automates social profile lookups of prospects based on prospect email address. Ideal for giving sales reps the edge when looking up a particular email of a new prospect. FullContact gives you social profile insights and even offers a Card Reader API, which lets you turn any business card into a contact record in your CRM.

As an added bonus, FullContact integrates with Pardot as a connector.

You get 100 Matches for free.


12. Unroll.me

Tired of sifting through scores of emails just to find the select few you were looking for? Unroll.me lets you remove unwanted email subscriptions to clean up your inbox. Unroll.me automatically categorizes your subscriptions in the Rollup so you can customize your email subscriptions by preference.

This free tool is a huge time saver, especially when you have so many subscriptions to go through before you find the email you were originally searching for. Unroll.me creates Folders within your inbox so you can keep everything neat and organized.

You can download Unroll.me for free. 

13. SalesHandy

Think of SalesHandy as a more basic and affordable version of Pardot. SalesHandy allows you to create customized email templates and learn recipient’s behavior and interest level. An essential tool for any professional sales rep or company that is on a budget.

The Mail Merge feature is similar to Pardot, in that you can set up variable tags to personalize each email, receive CTR (click-through rate) and campaign performance reports. You also have unlimited email tracking and document tracking.

The free plan gives you Unlimited Email Tracking

14. Vidyard

Vidyard lets you post informative videos and attach them to your emails. This is an incredibly helpful sales tool in that you are able to publish a testimonial from a satisfied customer or even a brief product demo addressing your prospect’s concerns.

Vidyard offers full Salesforce integration and enables you to create helpful video content to answer customer questions through videos in Community Cloud, collaborate better with teams in Chatter, track video engagement metrics in Pardot to improve lead nurturing and scoring, and through a viewing history to get more insights into their behavior.

Vidyard integrates with Sales Cloud, Service Cloud, Community Cloud, Chatter, and Pardot.

You can download the Vidyard GoVideo for free.

15. HeadReach

Generating leads is the lifeblood of any marketing plan. Generating quality leads is even more important and the differentiating factor in your ROI. HeadReach allows you to search leads by name, company, job position, industry, domain name, country, location, and even through targeted keywords.

You don’t have to waste time on invalid emails since HeadReach separates them from the good quality ones. They have a strict 7-step verification process and an 80% email find success rate. Excellent by any email marketing standards.

You get 10 free leads.



And there you have it, 15 incredibly useful sales tools to help you manage your inbox more efficiently, find emails of prospects, create informative videos, schedule meetings easier, learn more about your customers, and close more deals.

Please feel free to add any tools we might have missed in the comments section below.