September 2, 2014

5 Tools To Help You Close Sales Deals

Making sales is difficult enough.  You’ve got competitors up to your ears, rapidly improving technology that continues to change your industry, and customers who will always shop based on price.

Who wouldn’t take help if it was available?

The great thing about technology is that we’re constantly seeing new products and services that help us as small business owners do more, and more efficiently.

closing the deal

Here are some of the latest and greatest sales tools and apps that can help you close more deals:

1. SalesTrakr

A sales tool worth checking out is SalesTrakr. It’s especially useful if you need to limit access to data in your sales hierarchy. If you’re a data junkie, SalesTrakr lets you create reports and lists to your heart’s desire. You can also use Dropbox to keep all your client emails together.

Info: This platform appears to be Web only (no mobile app), and is $99 per user annually. The company blog says a mobile app is in the works.

2. Mothernode

If assigning leads to your salespeople gives you a headache, Mothernode may be able to help. The Web and mobile platform lets you assign leads and send all pertinent information about a lead to your sales rep easily. You can identify each lead as it progresses through your sales pipeline and assign action items so nothing falls through the cracks.

Info: Mothernode has monthly and yearly plans, starting at $39.99 per user per month. It’s available as an app for both iPhones and Android phones.

3. DemandForce

Purchased by Intuit, DemandForce focuses on the communications side of sales. The software allows users to manage referrals and their online reputation, as well as create targeted offers. The platform has solutions catered to dozens of industries.

Info: Pricing isn’t posted on the site, though visitors are invited to request a demo. It appears to have a mobile app for iPhone.

4. PipelineDeals

PipelineDeals helps simplify the sales pipeline by tracking progress of sales leads and standardizing common processes. Users can set sales goals to foster competition and get real-time status updates on deals.

Info: Plans start at $15 a month, and the site doesn’t list a mobile version.

5. Do.com

Part productivity tool, part sales tool, Salesforce’s Do.com boils down what can be a complex system for salespeople and makes it easy to collaborate on the sales process, as well as track deals and revenue. New features let you collaborate with contacts from Gmail, Facebook and other social channels.

Info: Currently available for the iPhone, Do.com expects to release its Android app soon as well. The platform is free, though there may be fees for using some features like Deals and Contacts beyond the free level.

Why Focus on Sales-Driving Tools?

If you’ve heard a lot about CRM (customer relationship management) tools, you may wonder why you should consider tools like the ones mentioned above. Brent Leary, owner of CRM Essentials, says you might not need so much power for your small business:

“CRM suites are broader in functionality and may be overkill for small organizations very focused on selling.”

Leary suggests looking for an app or platform that is nimble and easy to configure for your organization’s needs. Here are the questions he recommends asking when choosing sales tools:

  • How easy is it to share information and collaborate with the sales team?
  • Does it integrate with popular data sources like InsideView, Data.com and Fliptop.com?  Social profiles from Twitter, Facebook and LinkedIn?
  • Does it integrate with popular email services like Outlook and Gmail, as many sales pros still do most of their 1-on-1 interactions via email?
  • Does it work with the mobile devices your sales team is using?

Consider what your business’ needs are, and where your focus is. If you want to manage your client relationships, CRM should work just fine. But if you’re extremely sales-driven, a sales-focused tool might fit the bill better.

Closing The Deal Photo via Shutterstock

12 Comments ▼
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Susan Payton - Awards Communication Mgr.


Susan Payton Susan Payton is the Communications Manager for the Small Business Trends Awards programs. She is the President of Egg Marketing & Communications, an Internet marketing firm specializing in content marketing, social media management and press releases. She is also the Founder of How to Create a Press Release, a free resource for business owners who want to generate their own PR.

12 Reactions

  1. I would add that no matter how awesome these tools are, nothing quite equals a face-to-face meeting to close a deal. It’s just easier to pull the trigger on something when you have a person there in front of you.

    • Absolutely, Robert. Tools like these are meant to enhance what you should be doing anyway (face to face included).

      Susan

      • Hi Susan,

        Its a great place to find a list of such useful tools. We are using some of them and will try rest of them if required in the future. Your deep insights will definitely help us to choose. I am grateful to you experts. Someone expert helped me to choose Live2Support live chat.

        Hearty Thankful.

  2. Do.com looks cool. I hadn’t heard of it before.

  3. Great tools. In my experience, live chat has helped immensely in increasing conversions and closing deals on my site. I use ClickDesk ( http://www.clickdesk.com/ ) and integrate it with Salesforce CRM to keep a track of conversations with leads. It’s worked out great for me.

    I am going to be looking at a few of these tools as well.

  4. Thank you for mentioning InsideView.

  5. I really like do.com for tracking my tasks. They just added “Deals” functionality recently (after being sold to salesforce.com) In my opinion this is not a real sales tool.

    For my sales activities I use pipeliner crm. Its similar to pipedrive but pipeliner is desktop app with sync capabilities. So it works offline which is great when I am on the road.

    • Thanx for mentioning pipeliner CRM Jahn. In the meantime pipeliner got a whole lot more refined. Check out background synchronization comming out next week!

  6. Thanks for the review of Salestrakr.

  7. Thanks for sharing the tools.
    Robert, tt is true that there is nothing beter to close a deal that to have a meeting face to face. You also will need the right sales skills. These tools will help and improve your sales proces. Don’t look at them as a sales machine. You can use them to support what you do.

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