Sales Customer Management Tools Free


  1. Sales Customer Management Tools Free Tools
  2. Sales Management Tools Free
  3. Sales Customer Management Tools Free Trial

  1. Inventory software makes it easy for businesses from offices to stores to warehouses to track products, tools, and assets. Most free inventory management software limits use or features and offer paid plans if you need more. Many small businesses, however, find the free versions sufficient for their needs. Top 7 Free Inventory Management Software for.
  2. HubSpot CRM has free tools for everyone on your team, and it’s 100% free. Here’s how the free HubSpot CRM makes your job easier.

For common sales management tools go online or to any bookstore and you will find 'experts' that want to sell you on high-priced consulting, high-tech platforms and systems. You can spend thousands of dollars to obtain detailed analytics, backed by selling psychology, strategies and theories.

The best free CRM software is HubSpot CRM both in terms of popularity and premium features it offers, which are explicitly designed for fast-growing SMBs, helping them boost repeat and long-term sales. HubSpot’s automation features and its sales pipeline management are also excellent reasons for using the app. CRMLogix is a free customer relationship management tool. It lets you connect to your customers easily and also manages the operations process of an organization. Its main features are user defined reporting, cost control, order generation, quotations generation, automation of sales force.

However, we've found that effective sales management resources do not have to become a major financial investment. Many tools are widely circulated with in-depth information on the subject of how to be successful in sales

'Thanks so much for offering free leadership tools. I'm just now in the process of developing a succession planning strategy for my organization and I am expecting to leverage the tools and information from your site frequently.'

- Janelle Grignoli

So what tools do you need and where do you acquire tools that will help to get the best results? That’s where we come in.

The problem is that so many sales 'experts' talk strictly in theory and fail to actually provide proven sales tools that work in the the real world. Or, once you buy their tools, it's so difficult to apply that you need to add another full time employee just to figure it all out.

They lead you to the vault but they fail to give you the combination to open it.

Ideas are great, but great tools paired with motivation and action, are what get the job done.

Sales Management Tools & Resources

So let's get started. It's time to fully engage the minds and hearts of your team members. It's time for you to shake things up a bit.

Now is the perfect time to try something new and different, and encourage creativity from within your team. When was the last time you introduced a new sales tool? Do you work to inspire creative ideas and new approaches to enable your team to tackle issues head on?

Quality sales management tools are something that you can see and touch. The best tools are easy to understand and can quickly be put into practice.

Before adopting a new tool, be sure that the action steps necessary for success are Specific, Measurable, Achievable, Realistic and Time sensitive (SMART).

We know and understand how much pressure there is for you and your team to consistently improve sales results. At virtually all sales-focused companies, the pressure is constant to always do more.

While we could waste time wondering when the pressure will ever end, the truth is it never will. But you can make your life easier by identifying simple yet effective sales management tools that provide a support system for your efforts.

Here just a few of our free tool options.


Work - Life

Achieve work-life balance. Be at your best, by creating a well-rounded life experience.

M. A. P.
Master Action Plan

Ensure success by creating a master action plan for your team, and for your life.

Goal Setting for
Success eBook

Use our proven business letter templates for hiring, firing and more.

Performance Appraisal Tool

Manage and coach your people to their performance results.

Sales Management
Book Reviews

Learn and grow by reading recommended books on sales management.


Sales Management

Read insightful articles on sales management best practices.

Sales Management

Inspirational sayings and quotes help to support key sales-focused messages.

In a market-driven society we quickly learn that we are either growing, or falling behind.

The 'falling behind' part comes as a result of our competitors running right past us at lightning speed if we don't maintain our competitive edge.

So, we choose to grow ourselves and our sales results, right? Using the tools provided here is a great way to get started. Our goal is to provide quality tools that Ready-to-Use that can be quickly implemented.

Most importantly, our leadership and sales management tools will help you to become a better leader and support your team in achieving real results.

'In motivating people, you've got to engage their minds and their hearts. It is good business to have an employee feel part of the entire effort..; I motivate people, I hope, by example - and perhaps by excitement, by having provocative ideas to make others feel involved.

- Rupurt Murdoch

We believe that the more high quality sales tools and resources you become familiar with, the more successful you will be.

Success in making sales is measured by the on-going satisfaction of your customer. Always add value, and never take the customer for granted.

We hope you find value in the sales management resources provided here to grow and further develop your sales and leadership skills.

Remember to visit us often, subscribe to our monthly newsletter, follow our blog or social media sites to ensure you receive all new sales and leadership tools.

Sales management tools free

All the best in your leadership journey!

Sales Customer Management Tools Free
  1. Sales Management Tools

Great sales managers leave nothing to chance.

At least that is one of the key takeaways from the Harvard Business Review article, “The 7 Attributes of the Most Effective Sales Leaders”.

Forty-three percent of high-performing sales managers responded that their sales process was closely monitored, strictly enforced, or automated [emphasis added].” In comparison, “Forty-four percent of underperforming sales managers indicated they had a nonexistent or an informal structured sales process.”

Creating an effective sales process begins with documentation. However, even when sales managers understand the importance of documenting their sales process, many fail to do it right. They slave over creating the perfect sales resources, share the resources with their sales team—and then never update or talk about the resources again. Unsurprisingly, their sales team never adopts a structured sales process and underperforms.

Here are the top seven templates every sales manager needs:

  • Sales hiring checklist
  • 4 week sales onboarding schedule
  • Sales call script
  • Call review checklist for junior reps
  • Sales email templates
  • Objection management template
  • Meeting calculator

Let’s review why every these templates are must-haves and how you can use them to create an effective sales process that will scale your team.

Get the ultimate sales management toolkit to scale your sales team!

1. Sales hiring checklist

(Download here)

The first step to creating a sales process? Building your team.

However, hiring the right people at the right time is difficult. Hire too late and you will stunt your startup’s growth. Hire too soon and you risk burning through your startup’s cash.

The sales hiring checklist solves this by breaking the hiring process down into four manageable stages. At each stage, you will know which sales roles you need to hire for and what the ideal candidates look like.

For instance, you wouldn’t hire a VP of Sales before you have reached at least 25 sales reps. A VP of Sales is supposed to take your sales process and scale it, not create it from scratch. Anyone promising otherwise is likely a charlatan. This is just one of the things you’ll learn and be able to execute on with the sales hiring checklist.

2. 4 week sales onboarding schedule

(Download here)

The average new sales rep at a SaaS company takes 5.3 months to reach full productivity. If they have an average base salary of $60k, you will spend $26,500 training a sales rep before you break even. Repeat that math for each extra rep and the cost quickly adds up.

Sales customer management tools free tools

Sales Customer Management Tools Free Tools

But what if there was a better way? A way for you to train your sales team faster and more cost effectively without sacrificing quality? There is.

The beauty of the 4 week sales onboarding schedule is that it was developed by an experienced sales manager. The exact process of training your sales team is broken down day by day, hour by hour, eliminating the guesswork. Plus, you’ll be able to modify the schedule for your own sales training process and share it with your sales team.

Onboarding your sales reps is not something you should improvise at the last minute. How you train and onboard your sales reps will set the tone for the rest of their time at your company. Make sure they learn the right expectations and habits from the very beginning.

3. Sales call script

(Download here)

One of the easiest ways to raise your entire team’s sales IQ and performance is by using a sales script.

What typically happens in any sales team is that someone tries a different approach and discovers new best practices and tactics. They see great results with their new approach, perhaps get a clap on the back in recognition of their success—and none of their new knowledge is shared with the team.

Sales customer management tools free download

This works well if you want an individual sales superstar. It works less well, however, if you want an all-star sales team.

A common argument against sales scripts is that they make reps sound robotic. Solution? Make your reps memorize the script. Once they know it by heart, allow them to try different approaches. This gives them the best of both worlds: the structure and confidence that comes from preparation and the creativity and freedom that comes from experimentation.

The free sales call script will help your team start off on the right foot. As your sales team tries different approaches, keep updating the script to track what works or does not work.

4. Call review checklist for junior reps

(Download here)

Having a sales script is the first step. To help your sales team get to the next level, you need a call review checklist.

The worst thing you can do is not review the calls your sales reps make. The second worst thing is to review their calls but give them feedback that is either too generic (“Keep up the good work.”) or too overwhelming (“Here’s a list of 99 things you need to improve.”).

A good call review will help your reps understand their strengths and provide them with an actionable approach to improving their weaknesses. Yet, to give good reviews, you have to get into the habit of asking the right questions and providing the right amount of feedback.

To help you with this, our call review checklist provides you with a list of seven criteria to score your reps on. There is also space to add more detailed feedback as well. Your sales team will see consistent improvement in their calling skills.

5. Sales email templates

(Download here)

Your sales team needs to know how to sell not only over the phone, but through email as well. The right email can spark a prospect’s interest, lead to a meeting, or even close a deal.

However, there is a science to sending the right email. Everything from the subject line to the body of the email itself will influence how prospects respond. Rather than allowing your sales team to send out emails that bore prospects to tears or cause prospects to immediately mark them as spam, give your reps sales email templates.

Our eight email templates cover every possible step of the sales process. This will allow your team to:

  1. Study the structure of emails that have already been proven to work.
  2. Save time by modifying existing templates and then pressing “Send”, rather than typing up each individual email.
  3. Use the templates as starting points to see how further tweaking the emails affect open and response rates.

Simply take the templates and make them your own.

Sales Management Tools Free

6. Objection management template

(Download here)

Once your sales reps have gained enough experience, they should be able to handle objections in their sleep. However, you can help them reach that stage faster with the objection management template.

The idea behind the template is simple. If your sales team regularly encounters and loses deals to certain objections, plan out the best responses beforehand.

Rather than stressing out over what to say to and reaching a dead end with prospects, your sales team will be able to confidently keep the conversation going. And close more deals, of course.

7. Meeting calculator

(Download here)

You’re a manager so you need to have meetings often, right? Meetings with your sales team to discuss their progress, meetings with your boss to review quarterly goals, as well as meetings with the marketing and engineering team to discuss new software features.

Not so fast. While meetings can be great for making big decisions or conflict resolution, meetings come with hidden costs. Meetings disrupt your day and leave you with less time for the important work that will make a strong impact on your career, your teammates and your company.

According to one study, 47% of employees think meetings are the biggest waste of time in their business, and 39% admit to dozing off during them. Equally scary is how much money meetings waste. Besides paying for coffee and donuts, you are also paying people to sit in a room for one hour, disengaged and unproductive. This cost can quickly add up to several thousand dollars over the course of a year.

One way to determine the cost of holding is to use the meeting calculator. Simply enter the salaries of the meeting attendants and the length of the meeting. The calculator will tell you the exact cost of the meeting. Suddenly, sending a quick email will look a lot more appealing than spending $200 for a meeting, saving you time and money.

Treat these templates as living documents

Ready to get create a sales process that gets results and scales?

Sales Customer Management Tools Free Trial

First, if you haven’t already, make sure you get the 7 templates for sales managers.

Then, with your team, go over these templates and tailor them to your sales process. You should not spend more than an hour on each document. The goal at this stage is to get started, not achieve perfection. Ncaa football 10 rosters.

Finally, once a week or month, you and your team should update the templates with everything you have learned.

It's important that you update the templates with your team and do it consistently. Teamwork means that your team will have ownership in, and adopt, the templates. Consistency mean they will keep learning from the templates.

Recommended reading:

10 most common mistakes new sales managers make
Being a new sales managers is filled with triumphs and pitfalls. These are the top 10 mistakes new sales managers make, mistakes I've made so you don't have to.

Sales team management: How to inspire change from within
Your latest sales strategy isn't working. How do you, as a sales manager, convince your sales rep to accept your new strategy? It begins with you.

3 models of effective sales team organization
You're building your sales team but how should you organize your reps? Find out which type of sales team organization is best for your startup!

Feature Announcement
Email Sequences: email drip campaigns for salespeople. Schedule sequences of emails to be automatically sent over days or weeks. Learn more or try for free.