Tools resources and skills to help you to compete




















It comes with a powerful live chat that lets you connect with your users as they browse your website, as well as creating tickets, sending targeted messages, and collecting customer information. This enterprise-scale application is available on the cloud, on-premises, or a combination of both. Combining enterprise resource planning ERP , accounting and CRM functionalities, NetSuite enables managers to extract data-driven insights for strategy formulation while equipping sales teams with tools that improve productivity.

You can use NetSuite to make forecasts, upsell and manage compensation and incentives systems. As its name suggests, this CRM solution visualizes your pipeline and shows you which activities you need to perform to move leads forward and get more deals closed. Pipedrive is highly customizable and can be integrated with many other tools in your sales stack. Pipeliner is a visually intuitive CRM solution that provides instant visibility and intelligence on key metrics and data.

Designed with a drag-and-drop pipeline UI, this graphical CRM can generate one-click reports, comprehensive charts, and a quick view of your sales performance featuring metrics such as deals created, deals lost, deals converted, and the respective values of lost and won deals. Salesforce is great but it takes a while to keep it always up-to-date. Saves a ton of time, propels team productivity, and helps you focus on closing more deals.

Salesflare is the perfect CRM for any small B2B business that wants to make more sales with less work. The CRM fills out itself, by synchronizing with your email, calendar, phone, social media, … and organizes all this data for you. Its email integration is unrivaled. Start making sales simpler. Setting it up only takes minutes. The dominant player in the space, Salesforce basically sets the standard for all things CRM.

Salesforce has a robust range of functionalities, allows a high degree of customization, and supports collaboration. It integrates well with other apps and services and inspires a thriving third-party ecosystem. The Salesforce dashboard is among the most useful tools among sales and marketing professionals. The only drawback is its relatively steep pricing. For even more helpful tips, head to the Salesforce article here.

Sellsy is a full-featured CRM that eliminates the need for multiple sales prospecting tools to cover different aspects of your sales operations. From prospecting to invoicing, Sellsy helps you manage every element in your workflow, including email campaigns, e-commerce, and project management.

The platform also provides sales and marketing intelligence to help you make smarter business decisions and achieve higher conversion rates. Built on AWS, Sunshine is an open platform with enough flexibility to accept customer information regardless of the source.

Zoho offers a ton of features at a very affordable price. It has goodies for email marketing, customer service, lead generation, and reporting. It also offers intelligent daily forecasting and collaboration tools all infused with data enriched insights about buyers, opportunity odds, and useful connectors to accelerate sales cycles.

Underlying all of the functionality Collective[i] offers is one of the largest networks of B2B transactional data. Autoklose is a sales engagement platform that offers email automation and B2B data all-in-one. It helps you target the right prospects by utilizing a huge database packed with clean, verified B2B leads.

You can then engage your prospects by sending out sequences of highly personalized emails at scale, fine-tuning your campaigns in real-time, and automating your outreach and sales process. However, it does more than just find their email address. It also finds their phone numbers and social media profiles.

EmailAnalytics is an email productivity analytics tool that connects to your Gmail or G Suite account and visualizes your email activity — or that of your employees.

This enables sales teams, customer service teams, and small business owners to measure essential KPIs like average email response time, email traffic by hour of the day, email traffic volume by day of the week, and much more.

Based on Gmail, Mixmax is a productivity app for any customer-facing team. Focused on finding efficiency in repetitive email tasks, Mixmax lets reps see who viewed each email and when, schedule meetings right from messages, schedule messages to send later, and add templated messages with one click.

Previously known as SenderGen, Opensense helps sellers use build pipeline, stay memorable and keep prospects informed using customized email signatures. Sales teams can insert hyper-personalized banners into their emails to ensure the entire message even the signature does the job of selling.

Get all the content, data, and insight from your CRM right inside the convenience and familiarity of your inbox. ZynBit is a powerful add-on for Gmail and Outlook that channels critical information from Salesforce. That means you can organize and plan all your customer engagement in the comfort of your email, simplifying your workflow and raising your productivity.

Turbo-charge your lead management process. Apollo enables your team to scientifically determine your ideal customer persona and find real-world decision-makers who fit the profile. Once the platform infuses your pipeline with new qualified leads, Apollo immediately toggles your team to full engagement mode, accelerating your topline performance. ClickPoint is a lead management software purpose-built for sales managers. Use ClickPoint to instantly prioritize and route leads, reduce closing times and generate sales activity reports.

Match your best salespeople with the most challenging and valuable leads. Your sales performance depends heavily on how your lead pipeline grows and flows. Increase revenue by accelerating your prospecting activities.

Adopt smart practices that go beyond contact information and into deep analytics to sift through oceans of data and identify buyer personas most likely to engage your brand. Cognism uses automation and machine learning to get you to the right customers faster. Harness the link between conversation and conversion rates. Conversica is an AI-driven sales tool that automates, streamlines and upscales your lead contact and qualification process.

Deploying Conversica is like hiring a group of sales reps — at a fraction of the cost — who will tirelessly chase and nurture leads The Conversica sales assistant will relentlessly but smartly continue to engage customers using natural language until they are ready for human sales professionals to come in and close the deal. Not all companies in the market fit your ideal customer profile.

Using machine learning to sift through thousands of data sources, DataFox identifies new prospects who are likely to respond positively to your message.

Enable your reps to accelerate their pipelines, initiate meaningful conversations, and unlock new opportunities.

Drive revenue growth by managing your opportunities better. DealSheet extends the capabilities of your CRM, helping your team qualify, manage and close leads better.

DealSheet also tracks the metrics sales leaders need to train and coach their team more effectively. Prospecting can be a tedious process. Worse, doing it manually can take up an entire day and still leave you with a trickle of low-quality leads whose likelihood of opting in is not very bright. Fortunately, DealSignal automatically generates a list of prospects, leads and relevant intel on demand so you can focus on scheduling meetups, polishing your pitch and closing deals.

Dooly brings your most important sales and marketing content to your reps when they need it most—during their sales meetings. You started a conversation with your prospect in email. Continue that conversation via chat when the prospect visits your site. Drift gives sales teams the ability to link email and on-site chat, sending personalized messages and sequences across platforms. Drift also uses bots to quickly qualify website visitors, and route them to the right person to begin a sales conversation — all on the website.

Fileboard enables sales teams to improve performance by tracking engagement activities such as presentations, email campaigns, and live meetings.

Use Fileboard to accelerate your workflow, ramp up the pipeline with new qualified leads, and drive sales activities with more customer meetings. Growbots automates the entire outbound sales process to help you generate and tap new sales opportunities from a database of more than million decision makers. Use Growbots to create an ideal customer profile and automatically get a list of screened prospects that fit your criteria.

You can then automate and execute an email campaign for warm leads and get closer to your sales goals. Growbot is intuitive and customizable. Growlabs combines B2B lead generation with outbound sales communication to identify, engage and convert leads, at scale. Growlabs machine-learning algorithms determine when to send emails and follow-ups and pass new qualified leads directly to sales reps. Hubspot offers an array of services ranging from free online analytics tools to a full-featured CRM.

However, the company is best known for its set of inbound marketing tools that help brands hike customer reach and engagement. Use Hubspot to glean data-driven insight on how to build and optimize your lead generation campaigns. Having a powerful tool stack for your sales team is a valuable strategic advantage. But things can become complicated when your different tools become so siloed and detached from each other that you need to 1 exit one tool just to use another, 2 manually sync data across the stack, or 3 follow separate usage protocols to get things done.

Fortunately, Hull keeps all your tools in one place and automatically syncs customer data and other information across your stack. Use Hull as your command center to access and use your CRM, email, databases, pipeline manager, performance platforms and other sales enablement software.

Optimize and streamline your sales process by centralizing your customer content, quoting and ordering system across all your channels. Infor Sales Portal benefits makers and sellers of complex products which often experience discrepancies arising from the parallel use of disparate tools, apps, and other software for sales. Infor Sales Portal systematizes all your selling collaterals in one place to ensure that everyone gets timely information about your product.

Use customer data integrations and segmentation to identify only the most qualified website visitors and route them to sales to start conversations. Leadfeeder keeps your pipeline flowing by identifying companies who favorably engage your content. In analyzing website traffic, Leadfeeder traces organizations who show interest in your brand and which specific products appear to offer solutions to their problems.

With this insight, sales teams can then approach prospects from the right angle and with the right pitch, substantially increasing their win rates.

LeadFuze automates your prospecting process, giving you more time to improve your skills, perfect your pitch, and close deals. Based on how you configure your ideal customer profile industry, title, location, company size, etc , this lead generation software automatically gathers the contact information of matching decision-makers and promptly sends personal emails and follow-ups.

LeadFuze has more than 50 million records in its growing lead database. Elevate your lead generation and management process using the powerful combination of machine learning and expert human intelligence. LeadGenius enables your team to build lasting and meaningful relationships with every decision-maker who matters.

Grow your market by identifying new prospects, validating consumer segments and buyer personas, optimizing your existing lead database, and enhancing your email outreach.

LeadIQ makes prospecting super easy, especially on LinkedIn. It is one of the fastest and easiest ways for sales teams and recruiters to build lists of verified contact data from the web and sync it into Salesforce, and many other CRMs. There are a lot of things you need to match well besides clothes, job skills, and romantic partners. A promising lead getting to the wrong rep easily becomes a lost opportunity. LeanData enhances your sales process by enabling precise customizations of your lead routing strategy.

MapAnything provides full visibility on location-sensitive factors that affect your business. Gain real-time, data-driven insights to propel your lead management process. Mintigo collects and analyzes thousands of corporate data points including financials, tech subscriptions, staff complement, and purchasing behavior.

Running these data points with corresponding models and data in your CRM, Mintigo then prioritizes leads based on the value they can generate for your company. Let AI-derived insights enhance your customer engagement efforts.

Integrate Affinity with your sales prospecting tools in your toolbox to get actionable intel social media mentions, company news, etc about the customer while you write emails or browse the Web. In business, strong relationships often translate to strong revenue. Reachable helps your team harness the power of personal and corporate relationships to generate value, increase productivity, and drive self-motivation. Use Reachable to enhance team collaboration, accelerate sales, and identify the best point persons to engage or request referrals from when reaching out to prospects.

Any SaaS company wishing to go upmarket must understand who their best sales opportunities are first. Without it, its salespeople risk wasting time processing bad leads and missing out on high-value opportunities. Refiner is a lead qualification software helping B2B SaaS companies uncover their hottest product qualified leads on autopilot, and providing their salespeople with insights about which of their leads and customers they should focus on, when to reach out, and what information to use, potentially, to make the sales conversation more relevant.

Salesvue was purpose-built as a native Salesforce function to help sales professionals automate their entire workflow: from prospecting to lead nurturing. Use Salesvue to grow your pipeline, increase appointment rates and convert more leads — without the glitches, delay, and usability issues commonly experienced in other third-party, non-native solutions that run in the Salesforce environment. You need real-time intelligence on how your prospects perceive your brand in order to create and execute a timely engagement plan.

SalesWings is a handy tool for monitoring and gauging how your leads respond to your current messaging. This suite of plugins, APIs, add-ons, and apps has the ability to detect specific behavior such as newsletter engagement, visits to your website, and the particular sections or topics they are interested in. When trigger conditions are met, SalesWings sends real-time notifications so you can instantly react to positive signals.

The new generation of sales professionals demand toolsets that align with their habits and preferences, seamlessly melding work and lifestyle to keep them motivated and primed for high performance. Troops uses conversational AI to help teams get what they need from cumbersome CRMs fast, easy and on-the-go via a bot on Slack.

No more need to wade in the murky swampland of conventional CRMs. All you need is to chat with a smart bot like you do with your friends. As its name suggests, Velocify Pulse accelerates the sales process while improving the precision with which teams prospect for and engage leads. Use the platform with Salesforce to hike the productivity of everyone on the team — from prospectors and SDRs to closers and managers. Automate the way leads are distributed and systematize how your team approaches different engagement scenarios to improve conversion rates.

Wiza turns your LinkedIn Sales Navigator searches into lists of verified lead emails. Connect your account to Salesforce, Outreach or HubSpot to speed up your prospecting workflow.

Formerly known as Inside Sales, Xant is a full-featured selling platform that uses AI, machine learning, data science, and predictive analytics to drive productivity and revenue growth. Powerful native features for sales calling, opportunity scoring, lead qualification, and forecasting to take your business to the next level.

Nothing accelerates your sales performance better than plain, simple science. Keep your team sharp with the right performance management tool. Altify helps determine the factors that deliver the biggest impact on your sales velocity, win rates and other metrics. Whether you need to tweak a specific sales activity or build new business development skills, Altify will show you how best to move the needle.

Tech businesses who partner with AlwaysHired can expect to have a high-quality talent pool from which they can onboard tech-savvy sales professionals. An immersive bootcamp for salespeople wishing to upgrade their skills, AlwaysHired also trains candidates to become well-versed in the trends and language of technology.

Any organization who plans to sell tech products stands to benefit from this rare subset of salespeople. You can brag about the latest tech enabler on your premises but selling still depends on how motivated your people are. To keep sales professionals focused and motivated, Ambition identifies which metrics have the greatest impact on your business then incentivizes sales reps who perform excellently on those metrics. Ambition provides motivational leaderboards to establish transparency and accountability, real-time scorecards to instill focus, and data analytics to ramp up individual and team performance.

Fortunately, Betts Recruiting is doing the groundwork for ambitious, fast-paced companies who need top-performing personnel manning their sales floor. Check out Betts Recruiting if you need pre-screened and optimally primed selling machines on your side.

Powered by AI and machine learning, Bigtincan automatically delivers recommended content to each specific prospect on any device and at every stage of the sales cycle. Bigtincan integrates with your CRM, providing real-time intelligence to help you customize collaterals, presentations, and dynamic sales playbooks any time and on the go.

Real-time usage alerts help you understand how prospects engage with content. Automated CRM updates and predictive modeling drive sales rep productivity. If you need training for people in your inside sales operations, Factor 8 is the team to get your reps in top shape. Unlike nearly every item on this list, Factor 8 is not a technically a software that you deploy across the organization but a bankable source of skill sets from where your team can learn everything they need to consistently deliver high performance.

Give your recruitment and training programs an upgrade. HireVue is a video-based platform that helps organizations discover, assess and train top talent. Use the platform for pinpoint-precise coaching, and use it to maintain peak sales readiness.

Hoopla is a full-stack performance management platform that aims to build a culture of excellence and collaboration. Using data analytics, gamification, and other features, Hoopla takes everyone on the same page and keeps sales teams focused on achieving their goals.

Dynamic leaderboards and visualized metrics drive staff engagement and motivate everyone to give their best. Hoopla can be integrated with CRM, productivity apps and other software. Things pan out well when data is on your side.

LevelEleven is a sales activity management system that relies on engagement, behavioral, and performance data to tweak your sales team into top shape. The platform determines the key factors that tip the scales in favor of your business, then guides your salespeople on how best to transform that intelligence into closed deals. Use LevelEleven to build a culture of high performance and revenue growth. In sales, your numbers are only as good as your members.

MindTickle is an end-to-end sales enablement platform that guides reps and managers across the selling cycle using structured learning paths, role-play, and analytics. From onboarding to ongoing readiness, equip your sales team with the skills and knowledge they need to succeed.

PointForward is an end-to-end performance management solution that helps you train sales reps quickly and cost-efficiently. Use PointForward to facilitate the onboarding of new sales hires, reinforce deal-winning skills, and establish best practices that consistently deliver positive results in every scenario.

Qstream equips sales coaches and managers with qualitative and quantitative insights that demonstrably move the needle on metrics that matter. This solution combines KPI information from your CRM, competency ratings, skills training, knowledge base, gamification, and video-formatted observations to equip sales professionals with the right selling approaches, behavior, and messages as they engage customers in real time.

QuotaPath automates commission calculating and increases understanding of complex comp plans, thereby fueling a more efficient and accurate sales process for teams. With real-time data syncs from HubSpot and Salesforce and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and quota attainment all on a freemium model.

With Payouts functionality, everyone on the team is paid accurately and on time. SAP Commissions is an award-winning sales software provider whose suite of solutions cover marketing, sales performance, learning, and customer experience. Use SAP Commissions to create and manage sophisticated incentives programs that reduce disputes and overpayments while motivating direct and indirect sales teams to attain higher levels of performance.

Success in sales depends heavily on behavior, attitude, and habits. ThinkSmartOne is an incentive and rewards platform that helps reinforce and standardize winning behavior among sales professionals. Using gamification, automation, reporting, and real-time communication, ThinkSmartOne drives high performance and top-line growth. Veelo provides a comprehensive sales performance management solution by centralizing enablement, optimization, onboarding, and training in a single platform.

Using AI, machine learning and behavioral science, Veelo recommends the perfect conversation agenda or the most crucial learning track at the right moment to drive productivity and hike success rates.

Use Veelo to onboard new salespeople faster and get them to reach peak performance quicker. You can and should align your compensation strategy with your growth targets. Xactly can help you do so easier, faster, and with surprising levels of success. Xactly is a cloud-based incentive, compensation, and performance management platform purpose-built for enterprise-class sales organizations. Develop incentive plans that ensure optimal sales performance.

Let Xactly automatically manage complex calculations and focus on getting your team to improve their win rates. Use analytics to glean actionable insight on performance-compensation dynamics. Leverage industry data to see how the competition compensates their talent pool. Having a full view of every sales situation enables your team to make the right moves that directly impact your bottom line. With Accent Accelerate, you gain complete visibility into opportunities, selling activities, and customer behavior — crucial information that propels your team to achieve higher win rates.

Highspot uses AI and machine learning to manage and deliver content for each unique engagement scenario. Use Highspot to keep sales reps sharp with the right training modules. Implement well-designed playbooks and delight customers with compelling content via email, landing pages or online presentations. Enable sales managers, teams and customers to discover and act on relevant information or insight. Integrate Highspot into Salesforce and gain real-time data on how prospects and leads respond to your messaging.

The quality of your content significantly impact the buying behavior of your prospects, but the manner in which it is delivered also matters. But even the most efficient salespeople can waste time searching for the right content to send to prospects at the right time. Seismic is an enterprise-grade sales enablement platform. Among its many capabilities, it shines as a content management system that provides up-to-date versioning, predictive content recommendations for each deal, and analytics to show reps which content makes the most impact.

SetSail is the leading revenue execution tool. It helps drive sales productivity as you scale by incentivizing your revenue teams to focus on the right behaviors. Another great place to learn hard skills like investments and accounting is Investopedia, a site dedicated to educating people about finance. There's great content everywhere on their site, but I want to point your attention in particular to Investopedia's "Guides" section. This is where you can find a whole slew of guides on everything from accounting basics to valuing employee stock options to how to write a business plan.

Their dictionary -- which is how Investopedia started, by the way -- is also a great resource for when you come across finance-related terms you aren't familiar with.

When you educate yourself on what an Angel Fund is, or how to invest capital back into your business, you'll all a lot more value. Each definition page includes a sentence or two defining the term, a breakdown of what it means, a list of related terms for example, on the page for "leading indicator," you'll find a link to "lagging indicator" , related content like blog posts, and any related videos.

Whereas Investopedia and Khan Academy cover more of the accounting, finance, and operations-related material, HubSpot Academy is a great place to go for marketing and sales skills. Taking the time to hone these skills will allow you to better understand how businesses work and oversee areas of a business, even if you don't completely master them. HubSpot Academy offers a few online certification courses that are free and open to anyone, whether or not you use HubSpot's software.

Each class includes training videos, helpful documents, quizzes, and a final exam you need to pass to get your certification.

Business podcasts serve as a great way to stay informed and inspired when you're on-the-go, like on a run or during your commute. Here's a list with even more business podcast suggestions. Carefully crafted business content is great, but sometimes, getting business news, opinions, and quotables in the form of a quick tweet is exactly the kind of snackable information you're looking for. If you want to just see the content from your favorite Twitter users separate from everyone else, you can create a Twitter list or stream.

Now that you've made your lists There's a lot of crap out there on Twitter. It's best to narrow down people tweeting out the best of the best content about business. For that, I turn to Kavi Gupta , an investment banker for Merrill Lynch who's spent some considerable time narrowing down the top Twitter profiles for business content. Here are four of his favorite people to follow on Twitter for good business content:.

Managing Partner in Asia for We Are Social, Kemp tweets out research he finds on social media, mobile penetration, and internet-related behaviors all over the world -- especially in South East Asia.

In his tweets, he likes to single out the most important slide from a given slide deck rather than making followers sift through an entire presentation. Does social media really work for B2B marketing? He has a knack for finding the best business information from these media sources, while also adding his own, summarized insights from whatever article he's tweeting.

He also tends to screenshot the most quotable parts of a post to draw readers in to the full article. Moving fast. Volvo to test self-driving cars in London by Than's content on Twitter is refreshingly novel. Instead of sharing what everyone else is sharing when news breaks, she tweets out stuff like cool data visualizations, charts, and link that showcase a fresh perspective. She's also a master at summarizing content in her tweets in a way that's helpful and interesting to her followers.

More recent college grads are finding work, but in jobs that don't require college degrees. A VC at Binary Capital and a former employee at Product Hunt, Zhong tweets out a collection of "stumbled-upon quotes, advice, and musings on the current business landscape," writes Gupta. What he likes most about her Twitter style is that you don't have to click out and away from your feed to get her content -- because, most of the time, she's tweeting visuals, statements, and thoughts without many links.

You know as well as I do how much content there is about business on the internet these days. Some of it is really good, and some of it is crap -- and both sides of the quality coin can be found on the same website. But if you're looking for a resource that constantly puts out high-quality content about business, Harvard Business Review HBR is your source.

Their articles, both online and in print, are always written by experts, and their most popular topics include managing people, leadership, strategy, communication, innovation, technology, entrepreneurship, and other business topics. If you like reading and you have some extra money to spend, some of the material in HBR's online store might be worth the investment. For example, editors at HBR created a box set of "must-reads" from combing through hundreds of articles and selected what they believe are the most important ones to help you maximize both you and your organization's performance.

Originally published May 2, AM, updated August 03 A shared resource for all Wharton faculty, the Wharton Behavioral Laboratory WBL provides a variety of services that support data collection for behavioral research on business-related topics. The primary goal is to enhance the research productivity of Wharton faculty by minimizing the operational costs, both time and money, of conducting research. With two locations — one in Steinberg Hall Dietrich Hall and another in Jon Huntsman Hall, doctoral students can gather original data through lab experiments and panels, instead of using secondary data created by others.

Each year, the lab collects about 23, subject hours of data. For some PhD students, attending Wharton means relocating their families to a new city. Is an Academic Career for You? It takes a village and a variety of skills to succeed in the doctoral world.

Here are a few of the many resources Wharton Doctoral Programs offers to help. Here are a few of the top Wharton resources our students have highlighted as most beneficial: 1. Wharton Communications Program The Wharton Communication Program helps Wharton PhD students become more effective communicators and thus better presenters, public speakers, and writers — all critical skills in academia. Wharton Behavioral Lab A shared resource for all Wharton faculty, the Wharton Behavioral Laboratory WBL provides a variety of services that support data collection for behavioral research on business-related topics.

Support for Families For some PhD students, attending Wharton means relocating their families to a new city. Here are a couple of the key resources they highlight in the workshop: The Doctoral Programs Office allows eligible students to apply for up to one year of additional school-level funding beyond their allotted funded year.

Furthermore, students are eligible for up to eight weeks of time-off for childbirth and adoption and have the option of taking unpaid Family Leave of Absence.



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