There are tons of sales tools out there (too many in fact) and every single one of them “Revolutionized” sales. It’s hard to cut through the clutter and choose the right system for your needs. Here is a list of my top 5 sales tools and why you need them.
Customer Relationship Management (CRM) software is the most important tool for managing your sales pipeline. Keeping customers needs and contact information at your fingertips, a good CRM is portable across platforms and easy to use. I have used many CRM’s and they all have their pros and cons. Of course, Salesforce is the big one out there but the price might be a barrier for some. Insightly and Zoho are a couple of free CRM’s but they don’t always have the functionality you need without paying. Even a bad free system is better than no system. You can always port your information to another system if you need to but try and avoid that as it takes time.
The worlds most popular social media platform dedicated to business is a must in the current sales environment. It doesn’t matter what type of sales you do from big medical deals to retail, LinkedIn is useful to everyone. If you are in B2B sales make sure to check out LinkedIn Sales Navigator. Use LinkedIn to make connections with suppliers or with potential clients or just to build better relationships whith those you already know. It really is a versatile platform and will be useful if you take the time to cultivate it.
From sharing information across your organization to giving information to customers you need a platform to make the flow of information easier. Getting a cloud-based service keeps your business agile and the information flowing. I use Dropbox but Google Drive has come a long way to being a useful cloud storage service. If I suspect I might need to share a bit of information it automatically goes on the cloud storage to make it easier.
Face to face selling is the ideal but not always possible. Invest in a decent camera for either video or conferencing. Selling in today’s market means you need video of one type or another. Use video to showcase a product or service, use it as an explainer or use video chat to sell. You can use your cellphone if the resolution and sound quality are high enough. I use a GoPro for most of my videos but a few are shot on my phone. For video conferencing the camera on a laptop is usually sufficient but don’t rely on your phone for such conferencing, it would be better to buy a dedicated webcam for your desktop if that is your only option.
Time is money and in sales, the golden hours are doubly important. Use a scheduler to keep on track and to schedule tasks around your golden selling times. In retail those are your busiest hours, don’t let small tasks or meeting interfere with making a sale. There are schedulers that can coordinate teams and ones that can automate setting up meetings with clients. Make sure whatever you use it is integrated with whatever calendar you use on a day to day basis to avoid double scheduling or worse, missing a meeting.