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You'd be forgiven for feeling overwhelmed by the amount of B2B sales tools and software available. From CRMs to sales prospecting to forecasting and analytics, hundreds of tools promise to boost productivity and skyrocket profits.
They're not completely wrong.
With the right tech stack, sales teams and businesses can experience some impressive benefits. Whether that's identifying leads, streamlining the sales funnel, or simplifying booking sales calls.
Scroll through our condensed list of the 15 best B2B sales tools set to transform your sales processes in 2024.
The Best B2B Sales Tools in 2024
- Trumpet
- Cognism
- HubSpot CRM
- Gong
- Monday
- LinkedIn Sales Navigator
- Crayon
- Salesforce
- Huggg
- Chili Piper
- Slack
- LeadSquared
- PandaDoc
- Calendly
1. trumpet
What is it?
trumpet is a digital sales room platform built to streamline the sales funnel. Promising a "one-click buyer journey," the auto-personalised, interactive, and trackable spaces allow sales teams to educate and collaborate with customers. Little wonder that users see a 40% reduction in their sales cycle.
How does it work?
trumpet pulls customer data from leading CRMs such as their integration parter Hubspot and Salesforce and uses the information to auto-populate the "Pod" (aka the digital sales room). Pods can be created in as little as 30 seconds.
Within these spaces, sales teams can tailor the content to a customer's needs, highlighting particular topics or answering questions. As the visitor progresses through the buyer's journey, mutual action plans, live chat features, and other customer collaboration tools help funnel customers toward the final sale.
Plus, the pods are 100% trackable. Trumpet sends a notification via Slack, Teams, or email every time a visitor uses the pod and aggregates these actions into insightful sales intelligence and buyer signals.
2. Cognism
What is it?
Cognism is a robust data-driven sales and marketing platform that provides businesses with rich, compliant B2B data. It's designed to enhance lead generation and prospecting efforts by offering up-to-date contact and company information.
How does it work?
Cognism functions by using AI and machine learning algorithms to process vast quantities of data, identifying patterns and valuable insights. This enables users to access high-quality, targeted leads. Its features include data enrichment, prospecting tools, and sales triggers, which help sales and marketing teams pinpoint ideal customers and engage with them effectively, ultimately driving sales growth and increasing ROI.
3. HubSpot CRM
What is it?
HubSpot CRM is a comprehensive customer relationship management (CRM) platform widely recognised for its user-friendly interface and extensive features. It's designed to help businesses of all sizes manage and nurture their customer relationships more effectively.
How does it work?
HubSpot CRM provides tools for managing sales pipelines, tracking customer interactions, and organising contact information seamlessly. It allows for easy tracking of deals, task automation, and detailed analytics to monitor sales performance. Additionally, its integration capabilities with various sales and marketing tools make it a centralised platform for all customer engagement activities, helping businesses streamline their processes and improve customer experiences.
4. Gong
What is it?
Gong is an innovative B2B sales tool that enhances sales performance through data-driven insights. It leverages artificial intelligence to analyse communication and customer interactions, helping sales teams understand what works best in their sales pitches and strategies.
How does it work?
Gong operates by recording, transcribing, and analysing sales calls and meetings. This analysis enables it to identify patterns, trends, and key topics discussed during sales interactions. Gong helps sales professionals refine their approach, improve customer engagement, and ultimately drive better sales outcomes by providing actionable insights.
5. Monday
What is it?
Monday.com is a versatile project management platform that excels in enhancing team collaboration and workflow efficiency. It's especially popular among sales teams for its ability to adapt to various project needs and its intuitive interface.
How does it work?
Monday.com uses a visual and customisable interface where teams can create boards to manage tasks, projects, and customer engagements. Its features include timeline views, automated workflows, and integrations with popular software, simplifying task delegation and progress tracking. This adaptability makes it ideal for managing sales pipelines, coordinating team activities, and ensuring seamless project execution.
6. LinkedIn Sales Navigator
What is it?
LinkedIn Sales Navigator is a sophisticated sales tool designed to help professionals tap into LinkedIn's vast network for enhanced lead generation and relationship building.
How does it work?
Sales Navigator provides advanced search capabilities, personalised algorithmic recommendations, and real-time insights into the LinkedIn network. Users can create and save lists of prospects, receive alerts on potential leads, and use InMail for direct communication.
7. Crayon
What is it?
Crayon is a market and competitive intelligence platform that empowers organisations with actionable insights to make informed strategic decisions. It specialises in tracking and analysing a vast range of digital footprints across various industries, offering a comprehensive view of market trends and competitor activities.
How does it work?
Crayon utilises advanced AI algorithms to monitor millions of data sources, including websites, social media, and news outlets. It then analyses this data to provide real-time insights into competitors' strategies, market shifts, and customer preferences. This analysis helps businesses anticipate market movements, adjust their strategies accordingly, and stay ahead in a competitive landscape.
8. Salesforce
What is it?
Salesforce is a leading cloud-based customer relationship management (CRM) platform. It's renowned for its comprehensive suite of tools that assist businesses in managing customer interactions, sales, marketing, and customer service.
How does it work?
Salesforce operates on a highly customisable platform, enabling users to tailor the CRM to their specific business needs. It integrates sales, marketing, and customer service data, providing a unified view of customer interactions. With features like sales forecasting, lead tracking, and analytics, Salesforce helps businesses streamline processes, improve customer engagement, and drive sales growth.
9. Huggg
What is it?
Huggg is a platform for sending digital gifts, such as coffee vouchers or meal coupons, to clients or employees, enhancing engagement and relationships.
How does it work?
Users select gifts to send directly to recipients' phones, suitable for marketing, rewards, or appreciation initiatives. This adds a personal touch to business communications and fosters positive connections.
10. Chili Piper
What is it?
Chili Piper is an advanced scheduling software designed to streamline appointment setting, particularly for sales and customer success teams. It automates booking meetings and eliminates the back-and-forth often associated with scheduling.
How does it work?
Chili Piper integrates with existing calendars and CRM systems, allowing instant scheduling of meetings directly from marketing emails, landing pages, or sales calls. Its features include smart booking links, meeting reminders, and seamless redirection to live calls or video conferences. This tool helps reduce lead response time and improve sales meetings' efficiency.
11. Slack
What is it?
Slack is a communication platform that enhances team collaboration with organised messaging and file sharing.
How does it work?
It uses channels for discussions sorted by topics or projects and integrates with various work tools, facilitating streamlined team coordination and communication.
12. LeadSquared
What is it?
LeadSquared is a marketing automation and CRM platform that enhances lead management and sales processes.
How does it work?
It automates lead capture from various sources and tracks their activities for targeted marketing. Integrated with CRM functionalities, it streamlines sales pipelines, assisting in faster lead conversion and improved sales efficiency.
13. PandaDoc
What is it?
PandaDoc is a document automation platform that streamlines the creation and management of digital sales documents, contracts, and proposals.
How does it work?
It features customisable templates and a drag-and-drop editor, with electronic signature support for quick document finalisation. PandaDoc also provides document tracking and analytics, enhancing document handling and expediting sales.
14. Calendly
What is it?
Calendly is a scheduling tool that simplifies setting appointments and meetings. It's widely appreciated for its ease of use and ability to streamline calendar management.
How does it work?
Calendly allows users to set their availability preferences, which can then be shared via a link. Invitees choose a suitable time from the available slots, which automatically syncs with the user's calendar.
This eliminates the back-and-forth typically associated with scheduling, making it an efficient tool for managing meetings and appointments.
