sales automation tools

In the words of the great, late David Bowie, “Let’s Dance.”

We have to start with the end in mind. This means it’s time to take a look at your sales goals. What are you aiming for and how are you going to get there?

In the words of Christopher Morley, “Big shots are only little shots who keep shooting.”

Point of Aim

If you want to hit your target every time you’ve got to learn how to aim.  L.E. Semmler might tell you to first draw your arrow under your chin but we say you’ve got to have the right equipment to play the game. Sales is a team sport and needs a little help from friends. So there’s no need to be on your own this year as you hunt to find, nurture and convert leads because you’ve got company.

“You miss 100% of the shots you don’t take.” Wayne Gretzky

Goodie Bag

When you’re looking inside the surprise packet of sales “goodies” for 2017 you’ll notice CRM Solutions, Lead Generation, Document Management, Scheduling Software, Email Signature, Call Center Software, Dialers, Tracking, Marketing automation and Data intelligence.

The goal of your sales automation tool stack should be that leads become customers automatically and with less hours than if you were doing it manually. Hooray!

“I have never worked a day in my life without selling. If I believe in something, I sell it, and I sell it hard.” Estée Lauder

The Long, Long List of Lucky Breaks

“I got lucky because I never gave up the search. Are you quitting too soon? Or are you willing to pursue luck with a vengeance?” Jill Konrath

These are some of our favorites. But don’t just take our word for it –we’ve added some reviews and ratings to jumpstart your search for the right software for your needs.

Let’s start where the journey begins:

Lead Generation Software

We’re biased for this category. 🙂 The rest of the software included in this round-up is for assisting with leads further down the sales process.

LeadFuze

Big Headline:

B2B Lead Generation Software for Outbound Sales Enablement

The Promise:

Quickly gathers contact info, then automatically sends them personal emails and follow ups.

You’re going to love this:

Users find over 450,000 targeted new leads every month! Find contact on over 200 million B2B professionals.

You’ll want it:

Agencies and B2B sales teams

Your investment:

Free trial offered, and then you pick a plan that best suits your use case.

Tagline:

Minimize the tools you use, maximize the leads you generate.

Capterra Review:

Overall 4.5/5
Ease of Use 5/5
Customer Service 4.5/5

Everyman says:

“Gathering contact emails used to be a labor-intensive process. Once I discovered the ability to add hundreds of prospects via a few clicks in LeadFuze, then sat back and watched all of the emails roll in, I was hooked. LeadFuze saves a crap-ton of time and is worth every penny!” Ryan BattlesCo-Founder – Harpoon

“As the primary (really only) sales person, I would lose SO MUCH time just following up with interested prospects to book a call. LeadFuze lets me followup with prospects automatically and now I just wake up to people responding ready to book a consult.” Greg Hickman Founder – Systemly

Top Scheduling Software Solutions

“Lack of direction, not lack of time, is the problem. We all have twenty-four-hour days.” Zig Ziglar

Calendly

Big Headline:

Save Time, Accelerate Sales, Improve Service

The Promise:

Say goodbye to email tag for scheduling appointments, interviews, calls, demos and much more. Make it super easy for customers to connect with you.

You’re going to love this:

The Basic package is totally FREE. Invitees can add their meetings to their favorite calendar platform in one click. No registration or signup required to schedule.

You’ll want it:

Freelancers, mid-size business, small business -anyone who has meetings for any reason and marks them on a calendar. Also useful for groups: tours, webinars, classes, workshops.

Your investment:

Basic -0, Premium $8, Pro $12 per month (enjoy a free 14-day Pro Trial)

Tagline:

Simple, beautiful scheduling.

GettApp Review: 

4.5/5 and 93% positive reviews

Everyman says:

Jeremy Badiner: “Just renewed my ‪Calendly subscription. If you schedule with staff it is the way to go! It makes staff & me stress-free!”

Alex Standiford: “I just discovered ‪Calendly and I weep over the amount of time that I could have saved using it months ago.”

Appointlet

Big Headline:

Turn more prospects into customers by letting   them book you right away, without the costly back-and-forth

The Promise:

Appointlet allows you to turn more prospects into customers by letting them connect with you straight from your landing pages, emails & sales funnels. Bookings are then seamlessly added to your Google or Office 365 calendar so you can focus on selling.

You’re going to love this:

Customers have reported up to a 300% increase in sales and up to 80%-time savings. 30-day free trial, no credit card required

You’ll want it:

Businesses of all sizes and of various.  industries – from SAAS businesses to consulting companies to more typical service businesses.

Your investment:                     

Basic $14, Solo $27, Pro $45, Plus $81 per month

Tagline:                                     

Grow your sales, not your inbox

Capterra Review:                     

Overall 5/5
Ease of Use 5/5
Customer Service 5/5

Everyman says:

“Before using Appointlet, our email marketing representatives manually scheduled 1-2 meetings per day. Now, thanks to Appointlet, they are scheduling at least 3-4 meetings per day as they can solely focus on selling!” Carlos Vizcardo – Owner @ Elevate Clicks

“Appointlet was literally a game-changer for us: it made our appointment scheduling scalable. The automatic email reminder feature almost doubled our conversion rate.” François Raynaud de Fitte – Cofounder @ PopChef

HouseCall Pro   

Big Headline:

A full-suite tool that enables service professionals to run their entire business from their smartphone and complimentary web portal.

The Promise:                            

The app is offered at a competitive low cost and supports professionals with all aspects of their daily workflow, including: job scheduling, customer database, invoicing and payment processing and technician dispatch.

You’re going to love this:

Run everything from one easy-to-use system. Scheduling, dispatching, GPS tracking, CRM, invoicing and credit card processing.

You’ll want it:

Businesses with 1-15 employees. 30-day money back guarantee

Your investment:                     

1 user –Free, Start -$35, Grow -$89, Manage $179 per month

Tagline:                                     

Go home to your family, not a stack of invoices. Be better than the other guys.

Capterra Review:           

Overall 4.5/5
Ease of Use 4.5/5
Customer Service 5/5

Everyman says:

“My favorite part of HouseCall Pro is the communication with our customers. The feedback we’ve gotten is awesome. What that turns into is repeat customers and referrals.” Grant Schoenberger Core Plumbing,

When we opened a second location for our Carpet Cleaning and Restoration Business we needed a new way to do scheduling for both locations and we learned about Housecall. It has been a tremendous help in scheduling multiple employees. Housecall Pro Support has always responded quickly when I have had a question or problem and they are open to suggestions on what features their customers would like to see put into the app. New improvements to the program are constant.” Nancy Langdon, FloorTec

Top CRM Software Solutions

Who is doing the best job of managing and analyzing customer interactions and data to grow revenue by building enduring relationships? Who are the CRM superheroes?

Since this market is so large, we went with our top five.

“The successful warrior is the average man, with laser-like focus.” Bruce Lee

Pipedrive

Big Headline:

The leading sales management tool small sales teams love to use

The Promise:

It visualizes one’s sales pipeline and helps to make sure important customer conversations and activities don’t get dropped.

You’re going to love this:

The CRM is great at forecasting deals, and its integrations with other software, such as Google Apps, MailChimp and Zapier, allow for a seamless sales process.

You’ll want it:

Sales teams looking for a simple, yet powerful sales tool to get them organized.

Your investment:

Silver $10, Gold $21, Platinum $63 (free to start up)

Tagline:

Visible actions, clear opportunities

Capterra Review:                     

Overall 4.5/5
Ease of Use 4.5/5
Customer service 3.5/5

Everyman says:           

“Pipedrive is a dead simple sales CRM with very user friendly design. We’ve found it invaluable at Amicus” Seth Bannon, Founder & CEO, Amicus

“Continue to be REALLY impressed by Pipedrive for our sales tool. It’s a lean app with a ton of powerful features. Kudos to the team!” Sara Hopson, Writer and Marketer, MaxwellHealth

Salesforce

Big Headline:

Sell, service, and market faster with the world’s #1 CRM.

The Promise:

We’re the innovative company behind the world’s #1 CRM platform that employees can access entirely over the Internet — there’s no infrastructure to buy, set up, or manage — you just log in and get to work.

You’re going to love this:

Companies using Salesforce see:

  • +27% increase in sales revenues
  • +32% increase in lead conversion
  • +34% increase in customer satisfaction
  • +56% faster deployment

You’ll want it:

Businesses in need of service-as-a-software solution for chat, call center CRM, and help desk management.

Your investment:                     

$75 starting price per month

Tagline:                                      

Grow faster with Salesforce

Capterra Review:                     

Overall 4.5/5
Ease of Use 4/5
Customer Service 3/5

Everyman says:

“A game changing Cloud CRM” Edward Bates, Senior Consultant, Deloitte

“Best CRM software in the market” John Fallon, Dell

Hubspot              

Big Headline:

Generate leads, close deals & manage your pipeline with the Hubspot growth stack

The Promise: 

Helps your business get found online, convert your website traffic into leads & customers, and optimize based on your results. You can then convert prospects to leads to customers with landing pages, lead nurturing/intelligence & marketing analytics.

You’re going to love this:

The all-in-one platform that is simple for smaller teams, with one login, one number for support, and one UI to learn

You’ll want it:

Midmarket companies with 10-2,000 employees.

Your investment:                     

It starts off with a FREE plan.

Tagline:                                     

Grow like a company twice your size while connecting like a real human being.

Capterra Review:                     

Overall 4.5/5
Ease of Use 4.5/5
Customer service 4.5/5 

Everyman says:

“Very easy to use tool and it enables you to monitor all activities. We use it to promote content as well as the CRM to close deals and help our clients convert warm leads into customers.” Cristina Collado

“The most beautiful fact about HubSpot is that it offers an absolutely smooth user interface. In spite of being equipped with so many features, the software ensures users have a great experience.” Pritha Basu AtoZ Tech Pvt. Ltd.

Close.io

Big Headline:

Close More Deals. Make More Sales

The Promise:                            

Helps you to make more calls by reducing data entry. Emails sent & received are automatically tracked. Gives you an overview of all your sales activities.

You’re going to love this:

Built in one-click calling. Emails, calls, voicemails, tasks and reminders are automatically organized so that you always know what’s going on and what you should do next

You’ll want it:

Modern sales team. Inside sales teams that want to close more deals and avoid manual data entry.

Your investment:                     

Free Trials on all packages. Basic $65, Professional $110, Business $165 per month

Tagline:                  

Never miss a close.          

Capterra Review:   

Overall 5/5
Ease of Use 5/5
Customer service 5/5

Everyman says:

“I found the app surprisingly easy to use. The setup is a breeze, importing more than 6000 leads, tasks and opportunities in minutes. The phone integration priceless and extremely convenient. I’ll be honest I thought that the pitch was to good to be true, but as it stands right now is as good if not better.” Codrin Mitin MD,Idronic

“I’ve used other CRMs and I’m really happy to have switched to Close.io. It’s the best CRM for a SaaS company. It’s easy to use, well designed and precisely tailored to our needs. Awesome product.” Dominic Blouin Co-Founder & President of Dev-ID

Nutshell        

Big Headline:

Other CRM’s organize data; we’ll help your business soar.

The Promise:                            

Award-winning CRM solution makes it easy for outbound sales teams to do important things quickly, offering intuitive sales process and collaboration tools, powerful out-of-the-the-box reporting, email sync with Google Apps/Gmail and Office/Outlook, and much more in an affordable, user-friendly package.

You’re going to love this:

It’s CRM your sales team will actually use. Up and running in less than 24hrs.

You’ll want it:

Small-business outbound sales teams that are looking for an affordable, easy-to-use CRM that can be fully implemented on Day 1.

Your investment:                     

Starter $20, Pro $30, Pro+ $70 per month

Tagline:                  

Make the most of your relationships                

Capterra Review:   

Overall 4.5/5
Ease of Use 4.5/5
Customer service 4.5/5

Everyman says:

“Opening up Nutshell is the first thing I do in the morning. As a B2B sales rep, Nutshell gives me a huge advantage in closing deals.” Josh G. Director of Business Development, SkySpecs

“Nutshell is extremely reasonably priced for an insanely cool piece of technology that helps our business grow every day.” Adam K.CEO and FounderBrothers Leather Supply Co.

Top Web Conferencing Software

Let’s talk conference call software where you can speak to anyone on the planet.

Uberconference

Big Headline:

We’re the stress-free conference call

The Promise:             

Never need a PIN. Never ask “who joined” or “who said that?

You’re going to love this:

“Don’t Call Us. We’ll Call You.”

Keeps you on schedule by calling you. Never worry about dialing in again. The rich interface lets you mute a noisy caller and dial-in another person mid-call.

You’ll want it:

Anyone wanting a teleconferencing option.

Your investment:                     

Basic FREE, Business $10 per month

Tagline:                                     

We can even call you. Now that’s easy.

Capterra Review:

Overall 4.5/5
Ease of Use 4.5/5
Customer Service 3/5 

Everyman says:

“It’s the best conference service I’ve used —and I’ve used all of them.” Beatsmusic

“UberConference has made it dead simple to quickly exchange ideas and information during a collaborative call.” Seth Hitchings, VP of Platform Strategy Evernote

 

Zoom

Big Headline:

Named a New Leader in 2016 Gartner Magic Quadrant for Web Conferencing

The Promise:             

Offers the best video, audio, and screen-sharing experience across Windows, Mac, iOS, Android, Blackberry, Zoom Rooms, and H.323/SIP room systems.

You’re going to love this:

Unifies cloud video conferencing, simple online meetings, and group messaging into one easy-to-use platform.

You’ll want it:

Enterprise, SMB, educational institutions, and healthcare organizations.

Your investment:

Basic FREE, Business $19.99, Skype for Business $17.99 per month

Tagline:                                     

400,000+ Companies Love Zoom

Capterra Review:                     

Overall 4.5/5
Ease of Use 4/5
Customer Service 4/5 

Everyman says:

“By using Zoom, we are paying the same amount as before, but we’re able to roll the product out to 5 times as many people.” Mike Mills, Northern Arizona Healthcare

“Great software at an excellent price point. Also, ongoing product development which is incredibly important.” David Cash, DEKRA Insight

Top Auto Dialer Solutions

Dialpad

Big Headline:

Desk Phone Optional. Connect everyone. Work anywhere.

The Promise:                            

New Category of cloud communications. Dialpad builds software for better communications at work. The #1 pure cloud communications platform for G Suite and Office 365, it empowers today’s anywhere worker to talk, text, make video calls, and meet online with customers and colleagues on any device.

You’re going to love this:

The world’s most disruptive business phone system now lives inside your favorite CRM. More than 25,000 companies trust Dialpad for modern business communications

You’ll want it:

Companies that are looking for a secure and reliable cloud-based business phone system.

Your investment:                     

Standard $15, Pro $25, Enterprise $35 per month

Tagline:                                     

From 50,000ft above to 50 ft below, Dialpad enables you to connect everyone and work anywhere.                       

Capterra Review:   

Overall 4.5/5
Ease of Use 3.5/5
Customer Service 5/5

Everyman says:

“Removing all on-premise hardware and PBX not only saved us a lot of money, but also allowed for better flexibility for our workforce.” Greg Meyers, CIO at Motorola Solutions

“From Argentina to the Philippines, our employees around the globe use Dialpad as their business phone.” Reed Mollins, VP of Business Development at Doctor.com

Five9

Big Headline:

Supercharge Your Contact Center

Increase Profits and Build Customer Loyalty.

The Promise:                            

Empowers agents to provide a great multichannel service experience. Intelligent Routing gets inquiries to the right agent. Screen pops put customer information at their fingertips. And everything is automatically logged to your CRM. Compatible with all leading CRMs.

You’re going to love this:

Service customers by phone, web, chat, email, mobile, or social. Use the supervisor app to monitor/coach agents and report performance metrics

You’ll want it:

Organizations of every size transition from premise-based software to the cloud.

Your investment:                     

Free Trial, $150 per month

Tagline:                  

More Sales. Better Service. Bigger Profits.

Capterra Review:  

Overall 4/5
Ease of Use 4/5
Customer Service 4.5/5

Everyman says:

I’ve used Five9 now for about 4 months, NEVER had any glitches, freezing, or any general slow loading time. It’s quick, easy, and reliable. I’ll definitely be a customer for life!” Sam Dykes, Slingshot

“Five9’s integration with Salesforce is amazing. It’s really enabled our business to move fast and be agile.” Geoff Howard, Executive Vice President of Technology, National Funding

Top Document Tracking Software Solutions

Get all of your docs in a row. Who is leading the pack in document management?

“The secret of getting ahead is getting started.” Mark Twain

Attach.io

Big Headline:

Manage collateral usage, track how prospects engage with it and understand which collateral helps close deals.

The Promise:                            

It’s like Dropbox + Google Analytics in one. Like Dropbox, you upload your documents and share them with a link. Like Google Analytics, Attach tells you everything that happens to your document after you’ve shared it.

You’re going to love this:

Businesses across the world –startups, marketers, sales people

You’ll want it:

Update & take back documents, even after you’ve hit send.

Your investment:                     

Basic –Free, Pro $10, Business $30

Tagline:                                     

Know what happens to your documents after you push send. Send Smarter. Sell Smarter.

Capterra Review:

Overall 4.5/5
Ease of Use 4.5/5
Customer Service 4/5

Everyman says:

“Attach gives us a lot of actionable insights into when prospects open our presentations, so we can pick the phone up and get in touch when they’re in the critical buying phase. I wouldn’t let my guys go without it.” Truls Tandberg, Sales Manager – Meltwater

“Attach allows us to optimize our sales collateral and have real-time visibility into content distribution. In the old days, we’d have no idea which content was even being sent, let alone viewed.” Josh Bean, Product Marketing Manager -Base

Pandadoc

Big Headline:

The Future of Documents. Automate your contracts, proposals, quotes, and more.

The Promise:             

Unlimited electronic subscriptions in every subscription, plus a host of other powerful document features, such as a drag-and-drop document builder, out-of-the-box CRM integrations, and advanced document analytics.

You’re going to love this:

Their electronic signatures are legally-binding and don’t require any special hardware or software when signing documents.

You’ll want it:

Businesses ranging in size from SMB to Enterprise.

Your investment:                     

Professional $19, Business $39, Enterprise (Let’s talk) Free Trial

Tagline:                                     

Close 30% More Deals in Half the Time

Capterra Review:                     

Overall 4.5/5
Ease of Use 4.3 / 5
Customer Service 4.4 / 5

Everyman says:

“No better way to rapidly create Agreements and Proposals” Kevin Chieff, Owner,Soft Skills Inc.

“Good value for price and great support and communication” Adrienne Donoghue, Owner, Albion Voyages

Hellosign

Big Headline:

eSignatures Simplified.The Most Powerful Platform for Your Business Agreements

The Promise:                            

Whether poolside, in a board meeting or at an altitude of 30,000 feet, it enables you to easily sign and send your documents from wherever you are. You can sign documents from your iPhone, iPad, our forthcoming Android app, or right in your Gmail account.

You’re going to love this:

Signing up is free and limitless. All of your signatures are legally-binding and the documents are automatically backed up in your secure HelloSign account. Secure cloud storage included

You’ll want it:

1 or 20 people signing simultaneously or in a specific order.

Your investment:                     

30-day free trial. Pro $13, Business $40 per month

Tagline:                  

Start Signing today

G2Crowd Review:   

Overall rating 4.8

Everyman says:

“I simply love using Hellosign – as my whole team works remotely, all the documents we process are electronic. And Hellosign takes care of that – of making our e-docs legally binding! It is so easy to use – all you need is there, and no nonsense!Karolina Strachota

“HelloSign is the single greatest invention in the history of the internet.” Seth Leighton – Executive Director, envoys.com

The Best Email Signature Software Solutions

Sigstr

Big Headline:

Driving ROI and employee engagement. Providing simple, central control over your company’s email signature.

The Promise:             

Enhances employee email to drive brand awareness. Features include real time updates, analytics, and centrally managed signatures.

You’re going to love this:

An average employee sends over 10,000 emails annually. Each of those emails will be viewed, on average, 2.5 times. Those views represent a tremendous opportunity for driving brand awareness and engagements.

You’ll want it:

Businesses looking for consistent branding, Marketers

Your investment:                     

Trial Free, Brand $150, Market $250, Target $350

Tagline:                                     

Smart Marketing through Email Signatures

Capterra Review:                     

Overall 4.5/5
Ease of Use 5 / 5
Customer Service 4.5 / 5

Everyman says:      

Sigstr drove far more visits to the landing page than any other marketing activity.” Lesley Spellmeyer, Sr. Marketing Manager, Angie’s List

“So easy. So engaging. What are you waiting for?” Matt Caudill Marketing Operations, Lessonly

Wisestamp

Big Headline:

The Professional email signature to grow your business.

The Promise:             

Turn every team member & employee email into a branded marketing channel, with centrally-managed signatures that will sell for you.

You’re going to love this:

Helped more than 650,000 Professionals grow their business with an effective email signature. Vast variety of templates, apps and designs to fit any type of business

You’ll want it:

The perfect solution for any business with more than 10 employees – startups, enterprise, corporations, consulting firms, law firms – any type of business.

Your investment:                     

$6 per month

Tagline:        

The email signature your business needs

Capterra Review:                     

Overall 5/5
Ease of Use 5 / 5
Customer Service 5 / 5 

Everyman says:

“I love to use Wisestamp! I have set up several different email signatures, for the various companies that I work for. It is so easy to choose the signature I need. Easy to use; professional; many choices for set-up; love the fact you can add a photo.” Pamela Lewerenz -Balanced Numbers LLC

“There are not many products I use daily and those that I do eventually become irrelevant as they are replaced by someone bigger and better. Wisestamp is different. Been using it for years, been getting awesome feedback on my signature for years, and been enjoying a great conversation started with Wisestamp for years. Great team, fantastic product that just keeps getting better.” Hillel Fuld, CMO Zula, Tech

The Best Sales Metrics Software

Even though you are on the right track – you will get run over if you just sit there.” Will Rogers

Ambition 

Big Headline:

Your Employee Productivity Platform. Drive people and process with goals, scorecards, contests, and analytics

The Promise:                            

Weight your most important KPIs & auto-generate real-time “Ambition Scores” for users. Run custom TV Leaderboards and sales contests. Auto-generate user highlight feeds, advanced reporting & more.

You’re going to love this:

Communicate real-time stats directly to employees. Get direct-to-inbox reports on for managers. Instantly visualize individual & team performance.

You’ll want it:

Ambition serves all markets – including SMB, mid-market & enterprise customers.

Your investment:                     

Starting at $10 per month

Tagline:                                     

We spend too much time at work to be ok with the status quo.    

Capterra Review:     

Overall 5/5
Ease of Use 4.5 / 5
Customer Service 4.5 / 5

Everyman says:

We introduced Ambition to our BD team and saw a few immediate benefits: easy-to-create contests, increased metrics transparency (for motivation and management purposes), increased competition, and an additional venue to drive process adoption. The customer support team is always eager to help and the product overall is a valuable addition to our tech stack.” Tom Guthrie, Revenue Operations Analyst, FiscalNote

“Initially, I was skeptical of ‘gamification’ for salesforce, being innately skeptical of all buzzwords and their associated gimmicks. But Ambition is not a gimmick- it gets the fire lit on the whole team in a fun and competitive way. I love the victory songs, the leaderboards are great to watch, and I admit I even take screen caps of Ambition days when all my KPI fields are full & green. Aaah, winning. Thanks, Ambition, for actually making task management in Salesforce …fun?” Gabe Derita, Account Executive, Peek

SiSense

Big Headline:

BI reporting software:

See 360° of your business

A self-service analytics and reporting tool that lets anyone create interactive dashboards & reports in minutes.

The Promise:                            

Makes it easy for users to prepare, analyze and visualize complex data. Provides an end-to-end solution for tackling growing data sets from multiple sources, that comes out-of-the-box with the ability to crunch terabytes of data and support thousands of users–all on a single commodity server.

You’re going to love this:

The only business intelligence tool that lets you instantly analyze and visualize both big and disparate datasets. Your self-service, end-to-end bi reporting tool.

You’ll want it:

From emerging startups to established enterprises, with the ability to scale and grow as your business does.

Your investment:                     

Request price quote

Tagline:                                     

Groundbreaking. Powerful. Simple.

Capterra Review:   

Overall 4.5/5
Ease of Use 4.5 / 5
Customer Service 5 / 5

Everyman says:

 

 

An ideal tool for management who wants to see the results without getting intimidated by the complexity of the numbers. It has support for all kinds of graphs. You can visualize and analyze results easily even for complex data.” Ayushi Mundra, ASU

We use Sisense for pipeline reporting, tracking sales numbers and territories. It’s great to have multiple dashboards for different stakeholders in our company.” Lauren Mckinley, UL

I-snapshot                

Big Headline:

i-snapshot gives unparalleled insight into sales activity.

The Promise:                            

A unique field sales management system, offering field visit reporting in 1 minute through mobile apps for all common smartphones with typically 95% sales team compliance. Provides Sales Managers with key information and sales metrics in real time. Feeding directly into existing CRM system’s it increases compliance while adding sales management.

You’re going to love this:

There is always a lift in sales activity. Average increase is 21%. This is equivalent to the productivity of an extra sales person for every five in the team.

You’ll want it:

Sales leader who want to make a difference.

Your investment:                     

$40 per month

Tagline:                                     

i-snapshot is so simple to use that there’s no excuse not to use it.

Serchen review: 

Overall 4.5/5             

Everyman says:

Joseph: “Using I-snapshot is easy and fun. Makes working pleasurable and less stressful. Extra sales too.”

Data Intelligence

Charlie App

Big Headline:

Make a Killer Impression on anyone you’re meeting.

The Promise:                            

Compiles one-pagers on the people you’re about to meet with, before you see them. An hour before every meeting in your calendar, Charlie makes sure you walk in with the intel you need to make a killer impression: breaking news on their company, the passions and hobbies you both had no clue you shared, their professional history, and much more.

You’re going to love this:

Charlie combs through 100s of sources and automatically sends you a one‐pager on everyone you’re going to meet with, before you see them. Charlie’s research saves an average of 57 Google searches before each meeting

You’ll want it:

Anyone over the age of 13.

Your investment:                     

Free for 30 days, PRO 19.99 paid through iTunes

Tagline:                  

Impress anyone you meet.

Industry Reviews: 

#4 Best Tech Tool for Growing a Smart Business in 2015 – Inc Magazine

“One of the World’s Most Promising New Startups” – CNBC

Featured in Forbes, Techcrunch, Mashable, Business Insider, Crains, Inc, FastCompany, and more #1 Sales tool on ProductHunt

Everyman says:

“Charlie aided me in closing my biggest ever, multi-million dollar deal. With over 30 stakeholders, this tool was instrumental in keeping abreast of all the movers and shakers to get us to close.” Beth England, Sales Director @ Hootsuite

“This app has made me feel like I have a full-time “virtual Charlie” I am always prepared and can run to him at any time under pressure for the information I need to always remain the ultimate top notch CMO in my field, I have closed minimum of 5-8 extra clients per month due to putting “Charlie” to work in the field on the fly. This is. Must have if you want to be the best in class and ultimately the most prepared professional and polished. Thanks for all you do Charlie keep it up and bringing us more!!” by Unleashthepoweraz

Crystal Knows

Big Headline:

Your coach for every conversation

The Promise:

Crystal gives you personality insights for everyone in your network, helping you understand differences, adapt style, and communicate with empathy.

You’re going to love this:

Crystal acts like a coach to help you apply DISC in everyday work scenarios.

You’ll want it:                            

Individuals and Teams looking to improve communication.

Your investment:

Personal –Free, communicator $19, Leader $49, Enterprise –contact

Tagline:

Ready to become a great communicator?

G2Crowd Review:

Overall: 8.6/10

Everyman says:

“Crystal is a remarkable tool to increase the level of depth and effectiveness at building and maintaining relationships.” Ben Whitehair, Actor/Entrepreneur

Selena Larson of the Daily Dot describes Crystal as a “psychic for online communication. It walks the line between innovative and super creepy.”

InsideView

Big Headline:

More than data. Targeting Intelligence

Embeds all three essential elements of actionable targeting intelligence into your sales and marketing workflow.

The Promise:                            

Discovers sales opportunities across both traditional editorial sources and social media, and have them presented directly within CRM for optimum impact. Leveraging our unique smart aggregation and insight analysis technology, continuously monitors the ever-growing personal, executive, and corporate information available across social networks, websites, and subscription-based sources to make sure your team never misses an opportunity to engage and win.

You’re going to love this:

SaaS sales intelligence solution that gathers information from a wide range of sources and delivers it directly to your sales reps.

You’ll want it:

Freelancers, Large Enterprises, Mid Size Business, Non-Profits, Small Business

Your investment:                     

Free Trial, starting at $29 per year, $99 for team

Tagline:                  

MultiSourced. Triangulated. Validated

Capterra Review: 

Overall 4./5
Ease of Use 4.5 / 5
Customer Service 4 / 5

Everyman says:

 

With Inside View you can very easily have the information lookup done within seconds. This means you can save tons of time of manual research. Your sales team can therefore close many more deals!” Basil Abbas, Technical Co-Founder. TECSOL Software Pvt Ltd

 

I used the software to find prospects for our business development and sales purposes. We needed a way to gather valid companies and prospects. Insideview provided an easy way to find who is who within a business. The app was helpful when not in the office.” Verified Reviewer, Account Executive | Sales Manager, LinkTrust Technologies

Hitting it Out of the Ball Park

Let’s make this awesome list even longer. Please send me your favorite sales automation software that makes up part of your routine! Together we’ll keep this resource growing.

“It ain’t over ’til it’s over.” -Yogi Berra