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10 Sales Management Tools to Organize Your Sales Process

Scott Gerber
Scott Gerber

Entrepreneurs from YEC share the best tools for managing your sales.

From start to finish, acquiring a new customer involves lead generation, phone calls, emails, follow ups, data capture and more. Luckily, much of this repetitive process can be organized with helpful sales management tools that ensure nothing falls through the cracks and free up more time to focus on the customer.

You can segment leads by demographic with Salesgenie, log all calls and emails with Base, or even build your own CRM. The key is finding what works best for your company and customer base.

To find the best tools, we asked 10 entrepreneurs from YEC to share their favorite sales management solutions.

1. Boomerang

While not an A-to-Z sales management solution, we've found that the No. 1 tool for acquiring new customers is Boomerang. With Boomerang for Gmail you can take control of when you send and receive email messages. It also allows you to set reminders to follow up with prospects. Since research suggests that most business leads are lost due to inadequate follow up, Boomerang helps maximize close rates. - Kristopher Jones, LSEO.com

2. Pipedrive

I'm a visual person. When I discovered Pipedrive, a sales-driven CRM for $12/month, I immediately liked the visual dashboard that showed me what stages all our deals were in. Using Pipedrive has helped our company close more deals because we have a visual reminder of where to prioritize our sales efforts (based on activity and deal value), and when to prioritize our follow ups. - Brett Farmiloe, Markitors

3. Google Spreadsheets and Excel

As robust and powerful as today's CRMs are, it's hard to beat the flexibility and computation of Google Spreadsheets or Excel. When it comes to doing an "audit" of our sales relationships, we often export all of our data into a CSV and handle updates in bulk directly with some function wizardry. We can then re-import and have our CRM data totally updated. - Ross Beyeler, Growth Spark

4. Base

We've tried all sorts of platforms and keep coming back to Base as our CRM. Their mobile app logs calls and emails, and even provides caller ID without having to put customers into your phone contact list. The deals and activity are organized very well, contact management is great, and tagging and field customization is included. The only downside is lack of automation. - Josh Sprague, Orange Mud

5. Avention

Avention is a B2B sales tool that has provided us with a great way to increase our sales thanks to its ability to capture and segment data. It helps us understand our audience so we can target and interact with them more effectively. We've reduced the amount of time we've had to spend on research, which gives us more time to sell. - Murray Newlands, Due.com

6. Infusionsoft

Typically, Infusionsoft is used for marketing automation. But this powerful tool allows you to track and stay on top of your prospects and leads every step of the way. We're successful because we use this to test, track and ultimately systemize processes to ensure we're getting the most out of it. - Zachary Burkes, Predictable Profits

7. Salesforce

Salesforce has been extremely helpful for our company. Though we're small, it's a great way to track not only daily activity and productivity, but also sales and numbers. I can easily check in on Salesforce and get the information I need in regards to an account or a lead, and run reports quickly and efficiently. - Jayna Cooke, EVENTup

8. Podio

Podio has helped us better track our list of prospects without a need for spreadsheets. "Tasks" can be made and everyone is kept accountable for them. There is no hiding on Podio. Everyone in our sales team can see everything and no one wants to be seen lagging on a "task." - Engelo Rumora, List'n Sell Realty

9. Salesgenie

Most often with sales outreach companies limit the amount of prospects they contact. However, with Salesgenie we gain access to millions of prospective customers we can market to. Unlike simple cold calling, Salesgenie allows us to segment contacts by important demographical and interest data that maximizes response and drives more leads and sales. - Obinna Ekezie, Wakanow.com

10. A DIY proprietary solution

It’s becoming more and more common for businesses to build their own software solutions, and we are no exception. We built a proprietary CRM that helps us manage and oversee our own business. So truly, while there are some really great tools out there, you can’t always find exactly what you’re looking for in a pre-existing solution. Building your own is ideal. - Ismael Wrixen, FE International

Photo credit: GaudiLab/Shutterstock

Scott Gerber
Scott Gerber,
business.com Writer
See Scott Gerber's Profile
Scott Gerber is the founder of Young Entrepreneur Council (YEC), an invite-only organization comprised of the world’s most promising young entrepreneurs. In partnership with Citi, YEC recently launched BusinessCollective, a free virtual mentorship program that helps millions of entrepreneurs start and grow businesses. Gerber is also a serial entrepreneur, regular TV commentator and author of the book Never Get a “Real” Job.