Must-Have Sales Management Tools for B2B SaaS

Must-Have Sales Management Tools for B2B SaaS

As sales management tools grow in popularity, sales managers must know how to use them and what their benefits are.

Sales management tools help make managing the sales cycle easy for both sellers and buyers. They also help to reduce time-consuming tasks such as administrative tasks, data entry, and analysis.

B2B SaaS companies have a lot of things to worry about these days, with their target customers becoming more tech-savvy and demanding better customer experience. With this in mind, they must have a way of managing their sales cycle efficiently so they can focus on other aspects of their business. Here’s a list of some must-have tools for saas development services. Let’s learn about them so you can make the most of your B2B SaaS!

Top 10 Must-Have Sales Management Tools for B2B SaaS

1. Salesforce


Salesforce, the inventor of cloud-based CRM, provides an impressive variety of upgraded customizable capabilities, such as AI, social collaboration, and additional software, to assist in account growth, prospecting, and accelerating transactions. One of the priciest options, but well worth it because of the comprehensive reporting, sales forecasting, workflow automation, and comprehensive lead management.

2. Mattermark


Every day, MatterMark uses web crawlers, machine learning, natural language processing, and primary sources to extract data from millions of websites and news stories. It immediately integrates with Salesforce and makes prospecting more automated by allowing users to create stored searches with more than 80 different data elements. This sales intelligence tool is the perfect helping hand to find potential prospects and in-depth data. 


With this outreach and prospecting tool, you can identify and validate crucial information about your prospects (such as their emails, phone numbers, and job titles), then get in touch with them using a variety of templates and drip campaigns. This is quite simple to use, thanks to the Google Chrome plugin. Your team is given the ability to concentrate on other pipeline areas due to tracked data and smart integrations.

4. Tableau


Tableau allows businesses to connect, view, and share data efficiently using patented Stanford University technology. All desktop and mobile devices have access to collaboration tools. “Designed for the individual, scalable for the enterprise,” says Tableau of its platform. Customers, including Lufthansa, Wells Fargo, LinkedIn, and Deloitte, benefit from their powerful visual analytics and data drilling solutions. 

5. Demodesk


Demodesk is an online sales meeting platform that goes beyond standard screen sharing and video conferencing with features like pre-built playbooks and battle cards, in-the-moment sales support, regulated screen sharing, virtual conference rooms, and personalized automated scheduling, invites, and reminders. The completely web-based virtual display is accessible with any browser and device. It doesn’t require downloads (access is achieved by clicking a link) or seamless connections to HubSpot, Salesforce, Google, Outlook, and other services. 

6. Aircall


This cloud-based option lets you establish your call center from anywhere worldwide. Smarter sales calls are made possible by features like PowerDialer, click-to-dial, and real-time sales coaching. Monitors key data and integrate with CRM and helpdesk software so you and your team can come up with improvements.

7. DocuSign


DocuSign eliminates the inconvenience of emailing a contract to a client via PDF for them to print, sign, scan, and return. Your service agreements can be signed quickly by sending contracts to prospects directly with their unique opportunity details already filled in, thanks to the CRM integration. This makes the experience even better and swift.

8. InsightSquared


This highly regarded solution assists corporate executives, sales managers, and teams in making better decisions through actionable, real-time insight into sales and marketing KPIs. You may set targets, reduce pipeline bottlenecks, and close deals using InsightSquared’s visualizations and reports, which it generates using data from your CRM.

9. Datanyze


Using Datanyze, you can find new prospects depending on the technology they employ. Users of their prospecting tools can receive company, social, and technological data with only one click. Additionally, you can find contact information to export to your CRM for follow-up.

10. Hubspot


In addition to powerful lead generation tools, live chat, advertising and helpdesk tools, and web forms that are all simple to set up and use, Hubspot, a platform well known for generating inbound marketing leads, also offers CRM capabilities. Although the essential CRM functions are free, you should subscribe to their premium offerings as your business expands. You can access the sales, marketing, and service hub products. 

How Can These Tools Help in SaaS Development Services?

Sales management tools are an essential part of any business, and they help in sales and marketing by providing insights on how to grow the business.

 Save time

Time is one of the most valuable things in our lives, and it is not only limited but also very valuable and hard to come by. With this in mind, we must do everything we can to save time and make it work for us instead of against us.

Provide better insights on sales activities

As a company grows, they start to have more data points and information about its sales activities, making it harder for them to make decisions based on these data points or insights alone without a tool like a sales management tool. This tool helps them understand what’s going on with their sales activity so they can make better decisions about how to grow their business further.

Provide Metrics 

These tools allow you to compare your metrics across time, users, and channels. This helps you identify trends in your sales data so that you can do things like improve customer satisfaction or increase sales. 


1. What are three tools that B2B salespeople use?

Some popular tools include sales enablement, CRM, sales analytics, intelligence, and social selling software. 

2. What CRM tool would you recommend to a small B2B SaaS startup with 5 sales reps?

Some of the best CRM tools include Hubspot. Salesflare, and Salesforce. These are easy to set up and user-friendly. CRM tools are potent and can be very efficient in helping SaaS companies to progress. 

3. What do you need for SaaS sales?

Using Business Development Managers and Sales Development Reps to sell your SaaS would be best. SDRs help to focus on gaining leads and outbound sales, and BDMs, on the other hand, assist in closing deals and conducting product demos. 

Bottom Line

Sales management tools help in increasing the revenue for B2B SaaS. These tools are used to track and analyze the company’s sales activities, and they are also used to find out which activities are working and which ones aren’t.

There are many ways in which these tools can help in increasing revenue for B2B SaaS. For example, they can identify the most profitable sales channels and improve conversion rates by analyzing their data. Another way is by using them to segment customers based on their needs and then provide them with relevant content that will interest them more than others.

Sales management tools have evolved as well as with technological advancements. Companies need to keep up with these changes so that they can take advantage of all opportunities that come their way. We recommend you use these tools to make the most of your SaaS development services!

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