Contact our sales team to get the best solution for you

Start receiving high quality B2B data and close more deals

How we’ll help you succeed

  • Integrating valuable sales data from multiple sources
  • Targeting the right companies, at the right time
  • Uncovering strong buyer intent signals

Trusted by

  • MongoDB

  • Teltech

  • Netapp

  • Instal

Contact our sales team

7 sales operation tools that you need to know

7 sales operation tools that you need to know

Sales operations can be a challenge and there is no doubt about it. Although, there are plenty of tools that can help you to succeed in this task. In this post, we are going to talk about 7 sales operation tools that you need to know to create a better working system, aiming to increase your team productivity and increase the profits of your business. 1. Customer relationship management software (CRM) CRM has a simple but very important job: helping your team manage all the interactions with y

2 min read

Writer

https://ghost.scalestack.io/content/images/2022/04/Mateo.jpg

Mateo Bilbao

scalestack

7 sales operation tools that you need to know

Information about the writer

Sales & Marketing head at Scalestack

Sales operations can be a challenge and there is no doubt about it. Although, there are plenty of tools that can help you to succeed in this task.

In this post, we are going to talk about 7 sales operation tools that you need to know to create a better working system, aiming to increase your team productivity and increase the profits of your business.

1. Customer relationship management software (CRM)

CRM has a simple but very important job: helping your team manage all the interactions with your clients and potential customers. This is a perfect tool for building a strong and fluid relationship with your customers in a very effective way. A CRM will let you boost your sales, standardize your sales process, increase profitability and improve your customer service.

2. Sales forecasting tool

This tool gives you tons of information to do business in a smart way. The sales forecasting tool collects and analyzes trends and business data with quantitative methods and generates complete reports about it. This will help your team to analyze the evolution in time, set realistic goals, and control if the system being used is the most effective one or not.

3. Sales training and content management tool

The name explains its function by itself. The aim of this tool is to organic and increase your sales team productivity by working in a more effective way. These tools will help you to compile training modules and provide easy access to your team members. Giving them a good source of information will help them to do a better and more effective job and you will save a lot of time answering always the same questions.

4. Sales analytics tool

Sales analytics tools are a must in your business. With this tool, you can predict sales trends that can be very useful for your business growth. By collecting, measuring, comparing, and analyzing a lot of data they are able to do that.
If you use a sales analytics tool effectively you can be able to see what kind of content consumers interact more with, so you can focus on creating more about that content and less about the other ones that they care less about.

5. Sales territory design and planning tool

Planning in detail your sales territory is the key to getting higher sales volume and market coverage. When you delimitate your sales territory you are assigning an individual salesperson to a group of potential costumes. This is an excellent way of organizing and controlling the sales operation system in a very effective way. Avoiding overlapping is essential for optimizing time and effort

6. Configure the price quote (CPQ) tool

These sales operations tools are created to help organizations create personalized, accurate, and targeted sales quotes. With all the available pricing and customer information it creates a centralized platform that is accessible in real-time, allowing sales reps to use it to create and share sales quotes tailored to meet the client's needs.

7. Sales payout or commission tool

We all know that commissions are the perfect way of encouraging reps to get more revenue for the company. A sales commission tool will be very useful for calculating commissions, salaries, bonuses, and other incentives avoiding mistakes that can generate big and frustrating problems. A transparent and easy-to-understand paying structure will give more confidence to the employees.

Final thoughts

Sales operation can be a hard task to manage, but these 7 tools that we saw in this article were created to make it a little easier and more productive. With the right tools, you can create a healthier job environment, in which everyone works in a more efficient way, with more desire and commitment