See why interactive is the future of content. Learn More

As sales organizations become more process driven and scientific, sales operations has taken on a new level of importance. The best sales teams are equipped with the data, tools, and technologies that will take them to the next level and help drive sales success.

We have identified 50 sales operations tools and vendors to help your team boost sales productivity and efficiency. These tools are not ranked in any particular order, but they are categorized by their function in sales operations.

Analytics Communication Customer Management
Email Propsecting Social Selling
Team Management Territory Alignment

Analytics

 

Clari

Overview

Clari is a sales operations tool that uses data science to accelerate sales, increase efficiency, improve forecasting accuracy, and make sales teams more productive.

Key Features

  • Use predictive analytics to identify revenue-generating patterns
  • Offer pipeline visibility, insight, and control with forecast mangement
  • Deliver insights and next steps right to reps’ phones
  • Improve team communication by focusing on actions that matter now
  • Coach reps with data-driven tactics and help close deals faster
 

Cloudera

Overview

Cloudera is an enterprise software company that offers a single location to store, process, and analyze data. Cloudera provides software as well as training for reps.

Key Features

  • Increase speed to insight through data hub deployment
  • Run a variety of workflows with a powerful and scalable data platform
  • Provide training for developers, administrators, and data analysts
  • Deploy analytics into everyday decision making processes
 

DataXu

Overview

DataXu is a media management platform that puts data to work in innovative ways in order to provide insights and solve challenges.

Key Features

  • Leverage data and analytics to increase sales efficiency and effectiveness
  • Turn data into insight, action, and ROI
  • Automate customer targeting and media optimization while customizing interactions
  • Understand customer behavior and engage them at every point of their journey
 

GoodData

Overview

GoodData is a business intelligence platform that delivers advanced analytics for businesses to create new revenue streams. GoodData’s strength is helping marketers understand their customers’ behaviors.

Key Features

  • Promote visual data with interactive dashboards
  • Provide best practice suggestions with guided analytics
  • Deliver predictive insights with accurate trends and forecasts
  • Implement quickly using the cloud-based platform
 

Infer

Overview

Infer uses predictive scoring to model data sets that will identify your best potential customers. Amplify your sales and marketing effectiveness with proven data science using internal information and external market signals.

Key Features

  • Integrate with CRM and marketing automation applications
  • Integrate seamlessly into existing workflows
  • Run smarter marketing campaigns with the ability to predict performance and make real-time adjustments
  • Prioritize leads for sales teams
 

Invoca

Overview

Invoca is a sales operations platform that brings intelligence to sales and marketing and helps drive inbound calls and turn them into sales.

Key Features

  • Identify which keywords drive sales calls
  • Deliver better call experiences
  • Optimize calls with same intelligence and automation used for “clicks”
  • Determine which marketing campaigns are converting into phone calls and revenue
  • Drive and convert more calls natively in Salesforce
 

Lattice

Overview

Lattice develops data-driven applications that predict buying patterns such as who will buy and when. Lattice’s applications combine buying signals to drive predictable sales and marketing performance, resulting in increased conversion rates and accelerated revenue growth.

Key Features

  • Identify lucrative leads, accounts, and customers
  • Form a complete picture of prospects and customers with the integration of internal and external data
  • Maintain and grow existing customer relationships
  • Prioritize revenue opportunities
  • Use predictive lead scoring to optimize the top of the funnel
 

Platfora

Overview

Platfora is a big data analytics platform that offers insights into an organization’s data and allows companies to find new opportunities, make meaningful decisions, and produce better outcomes.

Key Features

  • Gain insight into the most pressing issues quickly and accurately
  • Better understand audiences with customer analytics
  • Create data visualizations to see results instantly
  • Improve collaboration with sharing and workflow tools
 

SalesPredict

Overview

SalesPredict provides customer lifecycle intelligence that helps organizations make smarter decisions and have more impactful interactions with prospects and clients. The predictive tool identifies potential buyers and provides insights that accelerate the sales cycle.

Key Features

  • Use predictive lead scoring
  • Target using buyer persona
  • Prioritize calls
  • Find at-risk customer accounts and gain insights to reduce churn
  • Track valuable metrics, such as which customers are likely to upsell, which products to cross-sell, and forecasting for customer renewals
 

6Sense

Overview

6sense is a B2B predictive intelligence engine for sales and marketing that uncovers new prospects and scores existing prospects at every stage of the funnel.

Key Features

  • Find new contacts, prioritize known prospects, and gain insight into buying habits
  • Utilize time-sensitive data with a more profound predictive engine
  • Track prospects and close deals quickly
  • Shorten the sales cycle by providing insights for each account
  • Start sales conversations earlier with the right prospects
  • Build closed-loop reports to better align sales and marketing

Communications

 

8×8

Overview

8×8 is a cloud-based business communications solution that helps organizations work smarter and conduct business from anywhere, anytime.

Key Features

  • Serve customers better with simple cloud-based communications
  • Communicate anywhere from any device
  • Access a single suite of integrated apps
  • Unite offices and team members while saving on sales operations expenses
 

DialogTech

Overview

DialogTech offers a suite of technologies to analyze, control, and personalize voice conversations, helping businesses acquire, grow, and retain more customers.

Key Features

  • Use advanced keyword-level call attribution to track calls back to any offline, online, or mobile source
  • Optimize call routing based on customizable business rules, agent skillsets, and caller demographics
  • Automate outbound calling campaigns with voice broadcasting technology
  • Seamlessly integrate with tools for CRM, bid management, marketing automation, web analytics, etc
 

Highfive

Overview

Highfive is a B2B video and web conferencing company that reimagines the way people communicate at work.

Key Features

  • Share presentations wirelessly in minutes
  • Connect with HD video, screen sharing, and high fidelity audio from any location
  • Invite participants by simply sending a link
 

Nextiva

Overview

Nextiva is a unified cloud-based business communication tool that provides companies with a digital VoIP phone system.

Key Features

  • Leverage existing system to modernize the entire office
  • Reduce operational costs and gain flexibility in communications
  • Combine voice, video, and instant messaging into one simple app
  • Access tools from any device or platform
 

Polycom

Overview

Polycom is a communications solution that provides unified communications through HD video and voice conferencing and effectively increases productivity and shortens the sales cycle.

Key Features

  • Communicate more effectively with intuitive collaboration solutions
  • Provide better customer service with clearer communication
  • Monitor, analyze, and optimize your video collaboration and accelerate time to market
 

RingCentral

Overview

RingCentral is a cloud-based business solution that provides communication systems to B2B organizations. Solutions include voice, fax, text, and web meetings.

Key Features

  • Sync devices and manage from any computer or smart device without geographic or hardware limitations
  • Save money on monthly phone expenses with toll-free, local, or international numbers
  • Integrate with a variety of CRM systems
  • Collaborate with video meetings, audio conferencing, or web conferencing
 

Skype

Overview

Skype is a telecommunications tool and mobile application that allows users to make audio and video calls over the internet. Increase productivity with instant text, voice, and video communications.

Key Features

  • Integrate with all Office apps
  • Share screens to collaborate easily
  • Increase salesefficiency with Click to Call
  • Exchange files of any file type and size
 

ShoreTel

Overview

ShoreTel offers a simple IP phone system and unified communication solution that allow users to effectively communicate and collaborate, no matter the time, place, or device.

Key Features

  • Integrate mobile devices with business apps like Salesforce
  • Update and modernize to have the right system to grow
  • Adjust to the changing needs of employees
  • Install or upgrade in hours

Customer Management

 

Aria Systems

Overview

Aria Systems is a recurring revenue software that helps businesses understand and engage with prospects while maximizing customer satisfaction and lifetime value.

Key Features

  • Increase customer acquisition and retention by optimizing revenue moments instead of simply processing sales transactions
  • Maximize lifetime value with high retention rates and upselling
  • Manage and automate recurring revenue easily
  • Personalize each customer’s buying experience to create the best understanding and engagement
  • Turn customer-facing events into measurable revenue
 

Gainsight

Overview

Gainsight is a customer success management solution that proactively manages retention, reduces unexpected churn, and identifies upsell opportunities by leveraging analytics.

Key Features

  • Connect effectively with customers
  • Track customer health consistently with analytics
  • Work directly in Salesforce
  • Prioritize tasks and opportunities
  • Use playbooks and best practice techniques to grow revenue
 

ServiceSource

Overview

ServiceSource is a cloud-based recurring revenue management solution that helps drive business growth and build long-standing customer relationships.

Key Features

  • Retain and grow revenue from existing customers
  • Gain insight into the entire revenue lifecycle
  • Analyze data to retain customers and upsell
  • Reduce time spent on research and quoting to ensure that sales reps are 100% focused on customer engagement
 

Totango

Overview

Totango is a customer success solution that helps SaaS companies understand customers and onboard, retain, and grow their database.

Key Features

  • Increase upsells to existing customers
  • Gain powerful insights and receive alerts with customer analytics
  • Prioritize customers for more accurate targeting
  • Make proactive, not reactive, decisions about customer engagement
  • Integrate with existing apps and CRM

Email

 

Cirrus Insight

Overview

Cirrus Insight is a CRM application that enables users to track and manage customer information through Gmail.

Key Features

  • Integrate with Salesforce and Gmail
  • Maximize Salesforce adoption with Cirrus Analytics
  • Collaborate in Google Drive from Salesforce
  • Sync calendars into Salesforce
  • Create new Salesforce records from an inbox
 

Kevy

Overview

Kevy is an email automation and marketing platform that helps businesses understand their customers and send customized emails based on analytics.

Key Features

  • Create dynamic offers that are personalized to customer behaviors
  • Gain a 360° view of customers
  • Set personalized email triggers
  • Turn data into actions with advanced analytics
  • Create customized emails based on customer analytics
 

Message Systems

Overview

Message Systems is a leading email infrastructure provider. Their software provides the flexibility, deliverability, and control needed to drive high customer engagement.

Key Features

  • Drive engagement with real-time analytics
  • Easily integrate with third-party apps
  • Manage email, mobile, integration, and analytics on a single platform
  • Send emails with speed, volume, reliability, and deliverability
 

Salesfusion

Overview

Salesfusion is an email marketing automation tool that helps marketers create new opportunities, convert them into customers, and nurture them into lifetime relationships.

Key Features

  • Automate the lead to revenue process
  • Send integrated email campaigns
  • Drive a faster sales cycle
  • Help more sales reps meet quota with better qualified leads
 

Sidekick

Overview

Sidekick is a tool from Hubspot that allows you to view prospect profiles from your email inbox.

Key Features

  • Track emails directly from Gmail or Outlook
  • Schedule emails to be sent at a later time
  • Access contact information such as professional history, location, shared contacts, their social media accounts, and more
  • View company profiles alongside contact profiles, with information such as company location, number of employees, key contacts, and more
  • Receive live notifications with email and engagement tracking
  • Integrate with Salesforce
 

Voxa

Overview

Voxa is a business messaging intelligence platform that accelerates response time. Messaging intelligence uncovers lost data and leverages the power of business communication.

Key Features

  • Integrate contact info in CRM systems like Salesforce
  • Measure, monitor, and control email activity
  • Connect messaging systems to operational systems
  • Automate task logging
  • Gather email analytics to accelerate the sales cycle

Prospecting

 

DiscoverOrg

Overview

DiscoverOrg enables direct connections with key prospects, giving sales, marketing, and staffing pros the ability to find, connect, and sell their targeted prospects.

Key Features

  • View in-depth organizational charts for multiple teams with job responsibilities and reporting structures
  • Access data that is human-verified by a team of dedicated researchers reviewed at least every 60 days
  • Be notified when there are changes at an organization, including latest news, organizational changes, and when prospects leave or join the company
  • Rank prospects by which organizations are most likely to buy based on matches to your existing customers
 

InsideView

Overview

InsideView is a full suite of software solutions for sales and marketing leaders that drives sales effectiveness and results.

Key Features

  • Build a list of quality prospects based on business insights
  • Focus on prospects with compelling events for higher close rates
  • Access data and insights anywhere, anytime
  • Receive daily alerts via email about prospect activities
 

LinkedIn Sales Navigator

Overview

Sales Navigator is LinkedIn’s prospecting tool that uses the social network to leverage social selling.

Key Features

  • Use the sophisticated algorithm to quickly find the right prospects
  • Receive customized lead recommendations based on past history
  • Prospect on-the-go with mobile access
  • Integrate with CRM
  • Network more effectively by accessing your company’s connections
 

Radius Intelligence

Overview

Radius Intelligence is a cloud-based marketing intelligence platform that uses data science to empower marketers to better understand customers and use those insights to grow the business.

Key Features

  • Connect directly to CRM
  • Identify where success has come historically
  • Analyze and profile existing customers to surface new prospects
  • Use real-time insights to make data-driven prospecting decisions
  • Instantly create meaningful customer segments
 

SalesLoft

Overview

SalesLoft is a sales prospecting and automation platform that accelerates sales and helps establish a consistent prospecting workflow.

Key Features

  • Automate list building through social networks
  • Run prospect searches from your browser based on a variety of search criteria
  • Sync contact information directly to Salesforce
  • Capture full contact information
 

ZoomInfo

Overview

ZoomInfo is a B2B data provider that delivers accurate and actionable business information to empower sales and marketing teams. Organizations can improve marketing campaigns and segmentation with accurate databases.

Key Features

  • Pinpoint decision makers with complete profiles and historical information about prospects and their businesses
  • Generate more and better leads
  • Enhance the quality of your data
  • Convert more leads to revenue with better prospects
  • Integrate with Salesforce

Social Selling

 

HootSuite

Overview

HootSuite is a social media relationship platform that empowers organizations to execute social media strategies and turn messages into meaningful relationships.

Key Features

  • Create engaging campaigns and build a brand experience
  • Manage social assets and bring teams together
  • Find, track, and nurture customers at every step
 

Insightpool

Overview

Insightpool is a social relationship intelligence platform that empowers sales teams to use social media to nurture relationships and accelerate sales.

Key Features

  • Find individuals in a target audience and drive them to take specific actions
  • Identify, connect, and nurture social relationships
  • Gain insights into how social selling drives new business
  • Engage with prospects and connect data back to a CRM
 

LinkedIn Elevate

Overview

LinkedIn Elevate is a new mobile and desktop app from the networking social media platform that recommends content to share via LinkedIn and also allows users to schedule and share content.

Key Features

  • Reach a massive, relevant audience
  • Drive meaningful business results with social business analytics
  • Get a clear picture of how employee activity impacts business
  • Experience increased sales and retain more customers by being socially engaged
  • Attract top talent with social engagement
 

Nudge.ai

Overview

Nudge is a social selling application that helps professionals grow the right relationships from connections.

Key Features

  • Keep track of important relationships and focus on the ones that matter
  • Grow the right relationships and build a stronger network
  • Make networking easy by prioritizing contacts and strengthening weak contacts
  • Connect with social media apps
 

Rignite

Overview

Rignite is a social selling software that turns social activity into real business by making it easy to collaborate across functions.

Key Features

  • Launch social media campaigns to increase engagement
  • Save time by automating daily social engagement
  • See results by running goal-oriented campaigns
  • Measure the impact of social activity

Team Management

 

Handshake

Overview

Handshake is a B2B sales order management platform that lets your sales team connect to customers and streamline the order process.

Key Features

  • Review and confirm all orders online
  • Assign customers to reps
  • Integrate with CRM
  • Sell more effectively and reduce man-hours in data entry
 

Impact Radius

Overview

Impact Radius is a marketing technology that drives results with a full suite of performance marketing and mobile analytics.

Key Features

  • Track everything on a central data hub
  • Manage and easily onboard strategic partners
  • Automate contracting, tracking, and reporting to reduce workload
  • Optimize partnerships with proven analytics
 

Insightly

Overview

Insightly is a cloud-based customer relationship and project management system that allows users to track and manage leads, opportunities, proposals, projects, and files.

Key Features

  • Manage leads and contacts in a single location
  • Track project activity and performance against forecasts and milestones
  • Integrate with a variety of apps and CRM
  • Manage pipelines, opportunity funnels, and workflows
  • Make better business decisions with reporting centered around sales opportunities and completed activities
 

Repsly

Overview

Repsly is a B2B software focused on simplifying processes for field teams and managers. Resply’s cloud and mobile activity management monitors sales rep activity and offers insights to help them make better business decisions.

Key Features

  • Organize and optimize field teams
  • Collaborate on-the-go via smartphone or tablet
  • Build a structured database with customer fields
  • Use dashboards to visualize sales rep activity
  • Accelerate sales by capturing electronic signatures on the spot
 

ServiceNow

Overview

ServiceNow is a service management tool that accelerates enterprise sales operations and allows for easier scalability.

Key Features

  • Accelerate time-to-value with quick implementation
  • Drive maximum business value by increasing adoption and being accessible at any time
  • Align processes and technology to ensure best practices
  • Increase efficiency by automating workflow
 

Shipwire

Overview

Shipwire is an e-commerce platform that provides software and cloud-based logistics for businesses.

Key Features

  • Seamlessly integrate with existing order capture systems, online shopping carts, and marketplaces
  • Present a world-class checkout experience with real-time visibility of inventory levels, shipping rates, and more
  • Reduce support costs with automated customer notifications and self-service customer support
  • Use powerful analytics to control inventory and manage supply chain operations across the globe
 

Xactly

Overview

Xactly is an on-demand sales performance management platform that provides a suite of products that enables companies to improve operational performance, optimize sales effectiveness, and maximize profits.

Key Features

  • Set objectives to ensure sales reps are meeting goals
  • Use big data analytics to drive team management
  • Collaborate on documents throughout the company
  • Inspire performance by incentivizing sales teams
 

Zoho

Overview

Zoho offers a suite of business, collaboration, and productivity applications that allows companies to focus on their business operations.

Key Features

  • Close more business deals in less time with the right apps
  • Empower your workforce to collaborate and transform the way reps work
  • Automate human resources processes
  • Solve business challenges on the cloud
  • Simplify complex business processes

Territory Alignment

 

Cloudbilt

Overview

Cloudbilt is a sales effectiveness tool that empowers organizations with actionable insights about strategically targeting prospect and identifying new opportunities.

Key Features

  • Customize maps with the options to add custom territories and geographic boundaries, upload customer marker images, and view data in multiple formats
  • Filter data with dynamic query options
  • Quickly create trip itineraries and schedules with drag-and-drop functionality
  • Overlay US Census data for more informed decision-making
 

EasyTerritory

Overview

EasyTerritory is a map-based app for territory management that geographically manages territories and captures business intelligence for sales managers and reps.

Key Features

  • Easily manage territories within CRM
  • Integrate geographic data from third-party sources
  • Build territories from existing tools or manually draw them
 

Mapping Analytics

Overview

Mapping Analytics combines database, mapping, reporting, and algorithms to help companies make the right decisions and significantly improve sales productivity.

Key Features

  • Understand who customers are and where they come from
  • Maximize market coverage and close all gaps
  • Rapidly respond to market changes
  • Reduce sales administration time
 

TerrAlign

Overview

TerrAlign is a sales resource optimization solution that leverages market information to help businesses sell more effectively, streamline sales force deployment, and drive sales efficiency.

Key Features

  • Manage sales territories within Salesforce
  • Design or realign territories to maximize resources and potential
  • Optimize performance with sales analytics
    Dan Burtan
    Dan Burtan
    Digital Marketing