Question Page

How do you prioritize which sales tools to use and when given there are so many tools?

Tim Britt
Tim Britt
Freshworks Senior Director of Channels EuropeFebruary 15

My advice is to keep it simple, leadership has a habit of introducing multiple tools, and worksheets ( excel or google ) try and have a single source of the truth that everybody use's, I think its key to have a structured CRM solution with the correct data and workflows/gates in place to manage the sale process.  

I often see this as the number one complaint from reps is they are not sure where to input the data and what information is required, make it simple clear and easy to update. 

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Jessica Holmes
Jessica Holmes
Adobe Director, Adobe Sales AcademyJanuary 19

To prioritize sales tools effectively, there are 3 key considerations:

  1. Understand your sales process: outline your process from lead generation to closing deals and identify the key activities at each stage.

  2. Assess team needs: what are the needs and challenges faced by your sales team and what are the biggest pain points in the current process?

  3. Consider integration capabilities: what do you need to seamlessly integrate with your existing systems, and/or offer API support for easy data exchange analysis.

Once you identify what type of tool will benefit your sales process and your sales team the most, while providing the data and integrations you need to successfully use the tool, you then should identify the best vendor for you based on who offers strong training and support, has positive customer reviews and ensuring they align with your business goals and can adapt to growth.

If it's not easy to use, makes the seller's job easier to do, and doesn't align to your sales process, it's not a tool worth investing in.

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