While you might have added a few of the listed tools to your sales stack by now, there are still plenty of tasks and activities that can be automated. After all, salespeople spend only 35% of their time at work actually selling. The rest of your time might be consumed by activities that won’t affect your bottom line. Here are some tools online that might help with your overall productivity.
Ah, Zapier, the not-so-secret weapon for sales automation. This clever tool allows you to create automations between over 3,000 apps. Best of all, it’s incredibly simple, allowing you to set up tasks with just a few clicks. No complicated coding or expensive developer fees!
For example, you could set up an integration to automatically send you a DM on Slack every time you receive a new reply to your email, or add contacts to Reply every time a new row is added to a Google Sheet (for more ideas you can check up Reply’s most popular Zapier integrations).
It’s so easy to set up integrations, your only problem will be not getting carried away and automating everything. The possibilities are endless!
Use this to integrate and automate all the apps in your sales stack
How long does it take you to get in touch with your inbound leads? It’s important to act quickly in sales, with studies showing that the longer it takes to respond to a prospective customer inquiry, the more likely you are to lose that customer.
Chili Piper helps is an automated scheduling tool that reduces those response times to zero, allowing inbound leads to book a meeting instantly. They can either select a convenient time from your appointment calendar, or they can even start a phone call right away, dialing through and being routed to one of your reps (based on your criteria).
Of course, it’s likely that you’d be overwhelmed if everyone visiting your site decided to call you at once. That’s why Chili Piper helps qualify your leads for you. By filling out a form on your site, your best sales leads are given the option to call you instantly, while other leads can book their meeting. Either way, you reduce your response time and get to spend more of your time talking to high-intent, qualified leads.
As you’d expect, Chili Piper provides you with reporting and visibility into your pipeline. You can see how many people filled out the form, booked a meeting, or made a call. You can also see how many then canceled or rescheduled their calls, allowing you to identify (and fix) any holes in your funnel.
Use it to speak instantly with your high-intent qualified leads
Ambition is a tool for managing the sales performance of your team. It allows you to sync any data source and track, benchmark, and broadcast employee performance, all in real-time.
Rather than a simple sales tracking tool, the company uses gamification principles to increase competition in a fun and exciting way. Managers can set and monitor the KPIs for their company, while salespeople compete with each other to hit the top of the board.
With the real-time stats, you can see at a glance how your team is performing and make sure they’re working at peak efficiency.
Use this to monitor and improve the performance of your sales team
A powerful Gmail/Outlook add-on, Cirrus Insight promises to free you from trivial CRM tasks and activities. Aimed at Salesforce users, the sales productivity platform features the ability to sync emails and meetings with leads in the CRM, automated scheduling, buyer signal tracking, and plenty more.
It also offers a convenient sidebar and mobile interface to ensure that you’re always one click away from your tasks and always have the required data at hand.
Use it to automate CRM-related tasks
Being a business owner means you’ve probably dealt with the huge hassle of collecting payments from your customers. If you’re lucky it only takes days but a majority of the time weeks go by and you still aren’t any closer to receiving payment.
Thankfully, PandaDoc Payments can rescue you.
When your customers electronically sign a document with PandaDoc, they input their method of payment immediately. PandaDoc payment not only helps you provide a better customer experience but can also reduce payment time. Most PandaDoc customers report seeing payments in as little as two days thanks to PandaDoc Payments.
Perhaps the best part is that PandaDoc Payments are free with any plan. And with plans starting at just $19 per user per month, that’s a deal that anyone can get behind.
Use it to simplify collecting payments
Process Street workflow software makes documenting and tracking your recurring processes and workflows easier than ever. Using super-powered checklists, Process Street lets you build out your sales processes in as much detail as needed, down to the smallest task.
Within the process, you can assign sales team members specific tasks, set dynamic due dates, and use conditional logic to determine “if this then that” variables. You can then use Zapier to integrate Process Street with your team’s other sales tools, CRMs, or collaborative platforms, in order to automate as much of the sales process as needed.
You can dip your toes into the product with the freemium option (limited to 1 workflow, 1 full member, and 100 integration actions/month), sign up for a Pro plan at $25 per user per month, or go with the Enterprise plan which is completely customized to your capacity and needs.
Use it to document and track your recurring processes
While generating leads and nurturing them are both important parts of the sales process, if there’s one thing we learned from our favorite sales movies, it’s that coffee is for closers. It doesn’t matter how many cold calls you make or emails you send; if you can’t close the deal then it won’t do you any good. That’s why the proposal is key.
Rather than sending hours designing the perfect proposal just to be ghosted, Proposify helps you build winning proposals that are in line with your brand in minutes. Then, rather than being left in the dark, you can see how your prospect is engaging with your proposal, with instant notifications and a deal dashboard that shows the most important metrics. That means you can reach out and engage with your prospect at just the right time.
It’s not just better for you though. Prospects also benefit from features such as easy electronic signatures (no more physically signing and scanning contracts) and interactive pricing that lets them tweak the contract within set parameters (no more endless revised proposals as you add and remove features).
Use it to streamline the proposal process and close more deals