26th Jun, 2024
Every sales team is different, the one thing they have in common is to sell. Productivity apps help sales teams manage clients, invoices, communication and much more to boost sales and improve the sales teams workflow. Here's our best picks.
Pipedrive users close an average of 28% more deals after their first year
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Sales teams always want to be more effective.
The more leads you can scoop up, the more sales and opportunities you get. So, ensuring you have the best productivity apps and tools is essential as they can elevate your work, whether you are more organized or more productive with your sales outreach.
Sales teams are beneficial for sales teams as they can help them be more productive with their output by allowing them to be more organized and effective when securing leads and appointments with external clients. Productivity apps are the edge sales individuals and teams might need to do ore with their work.
Here are the best recommendations for sales teams and businesses:
Recommendation | What is it? | Pricing Per User |
---|---|---|
Sales-focused CRM for managing pipelines & leads | $14 per month | |
Meeting and live transcription tool for teams and uses AI | Free, $8.33 per month | |
For managing invoices and projects associated with deals or contracts | Free, $5.90 per month | |
Relationship CRM tool with general features | Free, $18 per month | |
Time tracking for sales teams and progress | Free, $9 per month | |
Video-sharing tool for capturing & recording tutorials | Free, $12.50 per month |
Pipedrive is a web-based CRM tool for creating sales funnels; it helps businesses and sales teams develop plans to manage their sales and track their progress all in one place.
Sales teams can manage leads inside Pipedrive using chatbots and automatic forms to lead potential sales and clients on the right path. Pipedrive also allows you to create automation to help save time carrying out repetitive tasks; you can also use AI.
Overall, Pipedrive is a great productivity app for teams to manage their sales funnels using AI, automation, and the ability to communicate with one tool.
Otter AI has a sales team that automatically extracts information from sales, writes professional emails, and pushes notes to the sales team.
Otter allows users to transcribe audio from meetings, calls, and more to extract key information to help with sales, clients, and more. You can also chat along with your team during a call to take notes or discuss any key points.
OtterPilot for sales will then sync the insights it gains from calls and send this to the sales force, along with a link to the call notes. So, overall, OtterPilot for sales helps sales teams transcribe audio from calls and meetings to get the key information to send to the sales team.
Paymo is ideal for sales teams to manage client payments, invoices, budgets, and more. You can also track work time and manage projects here.
Paymo has built-in collaboration tools for sales teams to communicate with each other in one place whilst managing their tasks and payments. You can also expand this tool with the whole team to manage projects and ensure you finish within the budget. Finally, you can turn timesheets into invoices so you know you are paying or being paid correctly.
Overall, Paymo is a convenient tool for managing tasks, projects, teams, sales and budgets all in one place.
Folk is a great CRM tool for sales teams. It allows them to manage clients, projects, tasks, and more in one simple and easy-to-use space.
Folk allows you to sync contacts, manage pipelines, create email campaigns, and view analytics and reports to help with project management and sales progress. Its simple interface makes it easy to navigate around, and it's also great as a Chrome extension.
Overall, Folk is an all-in-one CRM tool for teams, especially sales teams, to manage their pipelines, emails, finances, and data.
Toggl Track helps teams track time to create reports, send invoices, pay bills, manage budgets, and more. Using Toggl helps sales teams stay within their budget and grow their business, too.
This tool is great for showing clients where billable hours are spent, turning timesheets into invoices, and gathering data on the time spent inside which project and task. You can also manage time spent on projects to ensure they are delivered on time.
Overall, Toggl is a way to manage time effectively in project management and sales.
For Videos
Loom is popular with sales teams as it helps them be more focused on lead communication if they cannot secure calls or direct conversations.
Looms allow you to record pre-coded videos that you can share with a link and allow the person watching to leave comments. For sales teams trying to score leaders, the benefit is that Loom is much more personal, as you can record and easily send them with little effort.
Sales Teams need to use applications to help and enhance their workflow, boosting productivity and making more sales. By using applications, sales teams can help grow businesses and manage sales, clients, invoices, and much more all in one place while working as a team.
It's best not to use many applications to avoid burnout and confusion among teams. However, a good stack of productivity tools can help speed up processes, reduce risks or failure with leads, and so much more. We have selected a few tools you can use to help make more sales and manage your team. You don't have to use them all, but each app offers a different workflow and use for sales teams.
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