Better Business Series: Spotlight on Sales

In our Better Business series, we take a look at technology tools and best practices for one particular business department. The inaugural issue begins with Sales. What tools should your Sales team be using? If you are a Salesperson, how can you be maximizing leads, new clients, and returns? Let's explore technology solutions that provide better business for Sales.


All Sales teams should have access to a client relationship manager (CRM). CRMs help teams track, monitor, and calculate the impact of clients and prospects. There are many useful CRM tools for small businesses. Most are customizable and can be configured to match your brand. Some of our favorite CRM tools include:

  • MailChimp
  • Microsoft Dynamics
  • Salesforce
  • VTigr
  • Zoho

Lead Scoring

Lead scoring is a great way for the Sales and Marketing teams to work together to determine the quality of a potential Lead. These technology platforms allow for Sales to set a threshold at which a potential client can be considered a “good” lead to pursue. While this practice can be done informally, it is a good idea to track and document lead scores using automated tools that can help sense when a lead becomes Sales-qualified.


A great way to stay productive and to stay on task during this era of Working from Home is through the use of a time management tool such as Toggl. It is also important to communicate frequently with your team and your colleagues. Consider using a communication tool such as Microsoft Teams or Slack.

Project Management

Along with proper communication tools, task management tools are a great way to set goals and deadlines for larger projects. Consider implementing one of the following programs in order to maximize your efforts and to track your progress:

  • Basecamp
  • Workfront

Do you want more information on Sales technology solutions? Contact us. We’d love to help your Sales team achieve better business.