5 essential tools for remote sales

In today’s issue, I’ll share my top 5 sales tools for remote sales. There are over 5.529 sales tools in 25 sub-categories available to help us sell more. Finding the right tool for your need has become incredibly time-consuming. Most tools now claim to revolutionize how we sell with AI (spoiler alert: they don’t).

That’s why I’m going to share 5 tool categories (and examples) that you can’t afford to ignore if you’re selling remotely.

Let’s dive in:

Category 1: Sales Engagement tools

A sales engagement tool helps you structure your prospecting efforts. They can range from a simple sequencer to a full suite of prospecting tools, including lead research, sequencing, auto-reply, AI-assisted lead engagement, etc.

Here are 3 tools I recommend (I’ve tried all of them):

  • Amplemarket: If you’re looking for an all-in one sales engagement tool, then Amplemarket is the one for you. That’s the tool I use every day to manage my prospecting, and it has absolutely everything you need. Ideal if you’re a sales leader with a big team.
  • Reply.io: If you’re looking for a simple sales engagement tool, Reply.io does a lot of what Amplemarket does, but with a simpler setup and a lower price. Ideal if you’re prospecting by yourself.
  • The Prospecting Tracker: The Prospecting Tracker is a simple Notion tracker I have created for salespeople who cannot choose their engagement tool (when their employer don’t want to switch tools). Ideal to get started.

Category 2: A CRM

A CRM is the most important sales tool to help you keep track of your deals. Most remote companies use Salesforce or Hubspot, but here are two simpler CRMs I recommend:

  • Pipedrive: If you need a simple system to keep track of your deals, with a simple learning curve.
  • Monday.com: Fully customizable CRM. A bit harder to set up, but ideal if you’re managing a team and want fully control on your data.

Category 3: A calendar link

A calendar link is a tool that allows prospects to book some time with you, without having to go back and forth. Here are 3 that I recommend:

  • Calendly: I personally use Calendly since 5 years. Really simple, straight to the point, and you can even integrate with Stripe to get paid.
  • Chili piper: The best platform to convert demand into pipeline. More complicated to set up, but a must for sales teams with more than 1 person.
  • Built in links in Google: A recent feature Google has added to its calendar. Ideal when you’re getting started.

Category 4: A data backup

When using email and phone to prospect, you’ll find a maximum of 70% of the email addresses and phone numbers if you use one provider only. That’s why I recommend using at least one additional data provider to help you find the right data (especially if you’re selling outside of the US).

  • Kaspr: The best tool to find mobile phone numbers. I’ve been working with them for a while and they never disappoint.
  • Dropcontact: A great tool to find accurate emails, especially if you’re selling in EMEA.

Category 5: An e-Signature tool

Finally, an e-signature tool is a must if you’re selling remotely. Instead of sending contracts, getting prospects to print them, scan them, and send them back, you can use one of these tools to get the contract signed. They often have features for automatic follow-up with prospects.

  • Pandadoc: The ideal tool to get contracts signed today. Really simple to set up.
  • Docusign: The Enterprise solution you need if you’re selling to traditional verticals.

And these are the tools I recommend when selling remotely. You won’t need much more than that to do what matters in sales; prospecting, managing your deals, speaking to customers, and signing contracts.

Hope this helps.

Cheers,

Thibaut Souyris

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