The best sales tools you need to close more deals (with examples!)

Do you use any tools for improving your sales process? What is your go-to list of solutions that support you when closing deals? These questions are fundamental to this article because our goal is to give you some recommendations regarding apps and platforms that can be helpful for any sales department. In today’s world, it would be really hard to achieve spectacular results without the support of software products. Of course, you can do everything with pen and paper, but would you ever outrun your competitors? We think you know the answer.

The most popular sales tools on the market

That’s why in this blog post we will share a list of different platforms that sales departments use to make their work efficient, productive, and successful. We will provide some examples, so you can compare these solutions. Knowing what they have to offer will help you pick the best tool stack for your team. It’s worth mentioning that some apps, like Meetsales, have features from various categories and can act as more universal systems. Your task is to choose the ones that can integrate together and become your company’s internal environment dedicated to sales enhancement. Shall we begin?

Sales tools - what can we choose from?

Since salespeople have a list of duties and responsibilities they have to take care of every day, they need software that will help them make their work more efficient. That’s why there are so many apps on the market dedicated to sales specialists. They have various features and conveniences that make the organization and execution of tasks much quicker, easier, and less resource-consuming. It’s good for the individual employees, their department, and the company in general.

Before picking a set of tools, or an all-in-one platform to “rule them all”, the decision-makers of the sales department should ask themselves and every involved party a question: What should be optimized, and how to achieve it? Some will bet on automation, others will turn toward a slight boost for their current process. There isn’t one perfect solution for every business. That’s why analyzing the needs of your team is crucial before making any choices.

How to pick sales tools and have no regrets?

Besides choosing apps that match your sales needs, you should also pay attention to a few details. A rule of thumb is to bet on proven solutions, but trying something new is not forbidden as long as you make sure it’s a company you can trust. The first group usually has a lot of testimonials, case studies, and broad expertise when it comes to sales enablement. The second one represents fresh approaches, unconventional ideas, and innovation within the industry. When betting on a provider that is new to the market, get in touch with their team, ask a lot of questions, and research their proposal to make sure it’s in tune with your business goals.

Remember, that sales tools don’t have to necessarily be created by people who were working as sellers before. Some of the best sales tools used by established enterprises and big corporations have been developed by people who never intended to enter the sales industry. Stripe and Slack are great examples of this. You are probably familiar with these startups and aware that their products help many salespeople close more deals. Pick tools based on their reviews and features useful for your squad, not only because it says “Number one solution for B2B sales teams!”

Last but not least, you can use lists, rankings, and recommendation articles like this one to find out what is out there to choose from, review the available platforms, and get all the information you might need before testing them. Of course, these are just suggestions, but having them all in one place will give you enough insights to take the next steps in your decision-making process.

The best sales tools for closing more deals - our choices

Here’s how we’ve structured this blog post. We’ve decided to select numerous types of tools based on their capabilities. We will explain each one of them and provide examples of apps that have such features. Without further ado, let’s jump right in!


A platform for customer relationship management is called CRM and is probably the most common tool used by sales departments. It tracks all of your company's interactions with customers and prospects, so you know exactly what is going on with every lead. Salespeople can use the data collected in a CRM to prioritize their prospects and organize tasks. This way, they always talk to the most qualified people first and ultimately, close more deals.

A good CRM will also save employees’ time by automatically setting up appointments based on client availability, displaying the statuses of every lead, and showcasing the moment each customer path ends. Many CRM platforms also offer activity reports for managers to track performance metrics like meeting attendance and call times.

The best CRMs on the market are easy to use and customize, so they're a great fit for any company, regardless of its size. It usually is the first step towards more productive and efficient sales. The most known and respectable CRMs are Salesforce, HubSpot, Pipedrive, and Zoho. Meetsales, to some extent, can also act as a CRM. We like to call it a “small CRM”, as it can integrate with the main platform, collect useful data, and automatically save it there. This way, the salesperson doesn’t have to remember about filling in the details themselves, and they are always on top of everything.

Sales engagement platforms

A sales engagement system is a software solution that helps your sales team achieve better results. It's designed to give you more insight into what's going on with your pipeline, so you can make better decisions about where to focus time and resources.

Such tools help to predict when deals will close, so salespeople can plan ahead for the next quarter and other, shorter time periods. It also allows your squad to identify which features or products are most important to customers, so the company can invest in those areas first and build a valuable offer for them. Understanding which leads are most likely to become paying customers is also what a sales engagement platform can do. You will know exactly who needs more attention and stop sending follow-ups to people who don't really have an interest in buying from you.

Sales engagement platforms are often called the next evolution of CRM. However, we think these two can rather complement, not replace each other. They both enable sales teams to engage with customers, track statuses and conversions, as well as finalize transactions in one place. According to MobileLocker:

At the simplest level:

  • Sales enablement provides tools and resources to close more deals.
  • CRM is a database that also automates processes and procedures to make salespeople more productive.

Sales enablement is about knowledge, connection and quality. CRM is about data maintenance, speed and efficiency.

When you position the two side by side, it’s easier to understand the differences and the value each provides to organizations.

The thing with sales enablement tools is that it’s quite hard to qualify one particular type of app to this category. Seismic, Brainshark, Highspot, and Modus are typically mentioned. However, Slack and other communication tools are also considered to be great for the task. Why? Because they make contact between salespeople and their clients seamless, more convenient, personal, and effective. It’s not about the purpose of the software, it’s how we will use it to close deals.

Meetsales is also a typical sales enablement tool because it supports sellers in numerous ways. It’s a video sales command center that supports building strong business connections and selling products or services remotely in a comfortable way for all involved parties. Every feature was built with better user experience in mind, and that usually results in increased profit.

Email automation tools

We live in times when sending emails and replying to messages we’ve received could literally take all day. We get dozens, if not hundreds, of them every day. Some people still curate every single one by hand. Smart-working salespeople use email automation apps. It’s not about sending everyone the same, pre-written text. It’s better time management, no more forgotten responses that should be sent a week ago, and follow-ups created with customers' needs in mind.

Salespeople spend a lot of time in their inboxes. That’s a fact. Thanks to email automation, they can send specific messages that will be triggered by certain events. Taking into consideration your target group, their preferences, and data on their behaviors, mailing platforms will make sure that they receive your email exactly when they should, preferably at times they are most likely to open it. 

Imagine that first you reach out to your prospect. Then you exchange several emails and finally schedule a meeting. You have to send them a reminder, just to be sure they remember about it. After the meeting, you should also send them details on your arrangements. Then, it’s time for another email with an offer. Maybe some negotiations will follow, so that’s more messages. If they don't purchase, you definitely should send a follow-up or two. If they do, you need to contact them later to measure customer experience and find out if they have more needs you can meet. That’s a lot of emails, don’t you think?

First of all, you can replace half of these steps by arranging just one video call. Most of the other half of this process can be easily automated. The app will never forget to send someone a reminder or a follow-up. It won’t make weird typos, either. It’s a relief to every salesperson, as writing multiple emails per day can be quite exhausting.

Many tools that we’ve mentioned above have built-in email-related solutions (for example, HubSpot). Meetsales is one of them, of course. Our platform sends all kinds of automated messages to help sales teams with productivity, efficiency in communication, and pipeline management. We’ve automated the meeting reminders, offers sent after meetings, as well as order processing notifications. However, if you want a separate email tool, you can pick from such recognized apps as Mailchimp, GetResponse, Flodesk, and more. Each has different possibilities, so pick the one that suits your company best.

Scheduling and calendar management

Salespeople used to rely on paper calendars to organize their day, manage their time, and remember all the meetings they’ve had to attend. Today we live and work in an increasingly digital world, though. Using apps for these tasks is convenient on so many levels that it would be insane to not use them.

Scheduling tools and various calendar management platforms help you keep track of appointments and events - both internal with fellow employees and external with prospects. The right tool will also allow your team to share their calendars, so others can see when they are available and not overbook them.

The best tools of this kind aren’t dedicated just to scheduling calls. They are multi-functional platforms with automated reminders, contact info management, and even analytics for insight. They showcase the number of leads with details on who should be followed up with another meeting, who wants to schedule a call to finalize the transaction, and so on. Investing in a robust calendar management system means you will never forget to reach out to the right leads at the right time.

Besides Meetsales, with our website widget that allows clients to schedule calls whenever they please, you have a lot of proven solutions on the market. Calendly, Doodle, Zoho, or SimplyBook are typically recommended in this category.

Video calling software

Video calling software is an essential part of any sales team’s arsenal. In times when remote work is common due to technological advancements and the post-pandemic habits of employees, you should have a tool that allows everyone to connect with their clients and peers regardless of their location. Moreover, since B2B clients prefer online meetings and digital self-service over face-to-face business lunches, having a robust solution for video conferencing is a must.

With a video-based app on board, you can also significantly grow your business. In the era of the internet, you don’t have to limit your company’s range to the local community. You can reach out to leads from other cities, regions, countries, or even continents. The marketing can be done entirely online, using social media, paid ads, and your website. However, you need to connect with the prospects, and exchanging emails can be time-consuming and ineffective. Video calls can be a great substitute for in-person meetings that enable both parties to discuss the products and services, agree on prices, and process the transaction.

As a company that provides a video sales command center, we should also mention that digital tools like Meetsales are great for online presentations, too. Presenting the contents of your catalog and discussing it in real-time is the best way to prepare an offer adjusted to the customer’s needs. With software like Meetsales, it becomes genuinely easy to showcase your company’s goods and advertise them to the client. They feel as if they have a personal shopping assistant that recommends, advises, and answers questions. Thanks to the video module, human interaction is preserved, but the whole deal takes less time and is more efficient.

Zoom, Google Meet, and Microsoft Teams are the most popular video conferencing tools, but they don’t have dedicated features for B2B sales teams. They can be okay at the beginning, but in the long run, you will need something more robust and sales-oriented.

Analytics software

One of the most important tools used by sales teams are analytics apps or features built into other sales-related platforms. They help them to measure performance, track the customer journey, detect areas that need improvement, and predict future results. It’s not just about looking at the numbers. The right statistics and conclusions based on them help to optimize sales activities and, as a result, close more deals.

To collect priceless data, you need a tool that integrates with your stack and automatically downloads required info. Adding everything by hand takes so much time, everyone stops doing that at some point. Many apps from this article have their own analytics modules to measure the activities done by their users. For example, a calendar management platform can display reports on the number of scheduled, attended, canceled, and postponed meetings. A CRM will analyze where the leads come from, how they are converted into clients, and when they decide to purchase or to drop the transaction whatsoever. An email automation system will know exactly what is the open rate of your messages, who clicks the links inside, and how many clients decided to unsubscribe.

Sales teams rely heavily on data to make decisions about their campaigns and processes. Analytics software provides a wealth of information that can be used by salespeople when they negotiate deals. It basically gives them an understanding of what they should do to close more deals. HubSpot, Salesforce, and other CRMs have their own analytics, and usually, that’s enough to provide essential insights to sales teams. Google Analytics comes in handy as well. Meetsales also collects data and creates reports to tell you what contributes to your team’s success and what should be improved right away.

Additional tools you can consider for even better results

There are so many tools on the market, that it’s hard to pick the ideal one. Some are more universal and can be responsible for fulfilling multiple needs of a sales team. Others are highly specialized, with one particular purpose they fulfill. We know that the tendency is to choose as versatile platforms as possible because employees don’t want to log into a dozen apps to do their job right. However, if you prefer to have everything separate for your business, that’s also okay. You just need to develop the right approach and work style to manage everything efficiently and get the results you wish for.

What else is there?

  • PIMs - product information management guarantees that your offer is always up-to-date and is displayed in the same manner across all channels for a unified customer experience.
  • ERPs - enterprise resource planning is crucial to make sure everything is in order, but these platforms usually apply to more people than just sales departments.
  • Solutions for customer feedback collection - it’s important to not only look at numbers, but also to determine what clients actually think about your company, offer, and service.
  • Contract creation software - if you have many clients, you can automate the process of creating proposals and contracts that are necessary for each collaboration.
  • Social media management tools - these are more relevant to marketing, but they can be used as communication means for salespeople, too.
  • Content management systems - a CMS is crucial to curating content and online presence that boosts sales, although it’s also usually used by the marketing team. However, sales should collaborate with them to build the image of the company that will correspond with the sales strategy.

These tools can be used by other employees besides salespeople, but in a well-organized enterprise, everyone plays the same game and wants to achieve common goals - which is to bring the clients in and persuade them to purchase their products or services. Deciding on them will not be the sales director’s duty. It will be either done by higher management or the heads of each department.

Meetsales - the go-to platform for B2B sales teams

We’ve mentioned many tools in this article. Meetsales was one that was present in most parts of it because it tackles various problems salespeople need to face every day. That was our goal when creating it. We want to give sellers a solution to their struggles and help them achieve even better results on a daily basis. Moreover, we to make remote meetings simple, convenient, and effective with a video-calling module with a plethora of eCommerce functionalities.

A one-stop shop for sales teams is great because it covers many tasks at once. You log into a single platform where you see your clients, their current stage in the sales funnel, and when you should call them or schedule a follow-up. Everything is in one place, which is equally great for managers and salespeople. The former can analyze data and motivate the latter to get even higher conversion rates. You have a calendar app, a video-calling software, a mini CRM, and an email automation tool in one sales enablement platform ready to help you and your squad provide value to your customers and give them what they need quickly. Remember, that your clients expect a positive experience, but also they mainly come to your company because they have a particular need in mind. Help them with it, and you will gain their loyalty and increase customer retention.

Are you reading this article because you are in search of new sales tools? Or maybe your goal is to replace your current stack with something more robust, performance-oriented, and usable? Sign up for a free trial and find out how Meetsales can level up your sales game. We can help your organization become the industry leader and change the way you do business, so it’s future-proof, innovative, and digitally enhanced. Sell more and better with Meetsales!

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