10 SaaS Tools For Sales

10 SaaS Tools For Sales

There’s no disputing the growth in the software as a service (SaaS) sector. The SaaS market is growing at 18% a year, and by 2021 the mobile SaaS industry is forecast to be worth $7.4 billion. That’s great news for software as a service companies and marketers who depend on SaaS sales tools.

Using SaaS sales tools can help you maintain customer communication, effectively manage your customer base, oversee your team, and reach prospects in a more effortless way than ever before.

However, there are so many SaaS sales tools available it’s hard to narrow down the choices. Let’s review some of the options.

What Are SaaS Sales Tools?

SaaS sales tools help companies function, manage their schedules, optimize their conversions, and keep their teams updated.

Users of SaaS software download their cloud-based apps for business use. However, when you use SaaS tools, you don’t own the software outright. Usually, you’ll pay monthly, quarterly, or yearly subscription fees. For specific SaaS sales tools examples, think of MailChimp, HubSpot, and Zendesk.

Examples of Tools for SaaS Sales

Multiple SaaS tools are available to help optimize your marketing. They come in various categories, like customer relationship management (CRM), email finders, and automated outreach. Below I’m going to discuss some of them and the benefits for your business.

CRM SaaS Tools

CRM tools enable companies to manage their business relationships effectively. Although these SaaS sales tools are known as customer relationship management systems, their functions go far beyond that. You can also use them for:

  • Internal communications with staff
  • Maximizing your sales opportunities
  • Managing your email subscribers
  • Personalization
  • Nurturing leads
  • Customer relationship building and retention
  • Finding new business prospects
  • Organizing your data and tracking your communications


Pipedrive aims to deliver qualified leads to help you grow your business. It’s an internet-based system that streamlines your activities, allowing you to nurture leads and convert them into clients.

A major benefit of Pipedrive is the 14-day free trial. It’s easy to get started, and you get full access without sharing your credit card details.

To begin your trial:

Click the “Try it Free” link.

Pipedrive gets plenty of positive reviews because it’s easy to customize. However, its ease of use, ability to track prospects, and intuitive interface also score highly among users.

But it’s not all good. Some find issues with integrating apps, while others find reporting is lacking. However, generally, Pipedrive is highly rated.


If you need SaaS sales tools that give flexibility and customization, you may find Salesmate becomes one of your go-to choices.

Salesmate includes multiple features and may enable you and your team to meet goals while building customer relationships and increasing success levels. However, that’s not all it offers.

Like Pipedrive, Salesmate provides customization and integration with multiple tools. Intuit QuickBooks, Zapier, Slack, and Mailchimp are just some options that integrate with Salesmate.

Additionally, Salesmate provides excellent customer support, and its affordability gains it some extra points.

As with most SaaS tools for sales teams, you may find a few aspects don’t work so well. The main concerns are the occasional bug, and some users find time lags an issue.


Podio provides customization, aiming to allow you to run a range of projects smoothly and efficiently.

Podio’s feature-rich system may let you close sales leads and communicate effectively with your team, all while providing a single workspace.

Besides optimizing your organization, you can manage tasks, share files, create workflows, and web forms.

There are already some great positives there, but Podio still has more to offer. For example, it syncs with well-known apps like FreshBooks, Zendesk, Evernote.

However, I ought to point out some of the negatives. The top complaint appears to be a lack of Google calendar integration, and others find the learning curve a bit steep due to Podio’s multiple features.

To get started, you can sign up for a free plan, which will give you access to task management and apps and workspaces.

SaaS for Automated Email Outreach

Email outreach is at the heart of many businesses. However, it’s time-consuming, most emails never get answered, and reaching the right people at the right time is often the most challenging part. Using automated tools can help, which is why most companies surveyed say they use automation.

By sending regular, targeted emails to your subscribers and prospects at specific times, you may be more likely to start a conversation or at least move a prospect further along the customer journey.

Here, I’ll look at a selection of the automated email outreach SaaS sales tools available.


Rather than spending your time sending out cold emails and following up, Klenty automates these tasks. With Klenty, you can send out personalized emails and follow-ups at a high volume, and you can integrate it with tools like Pipedrive and Salesforce.

In addition to automation and personalization, Klenty offers deliverability and can reduce repetition. Other pluses include affordability and easy email scheduling. If you want a complete system, you can integrate Klenty with a CRM.

Just a couple of negatives, though. You may find the UI looks dated, and it could work better with mobile devices.


Postaga is an outreach tool. It:

  • Automates outreach
  • Promotes content
  • Creates backlinks and social shares

You can also use Postaga to find key contacts, discover guest posting opportunities, and analyze your content.

In addition, Postaga comes with an AI outreach assistant built in. If you want to try before you buy, Postaga offers a free plan.

On the downside, some find Postaga challenging to get a grip on. However, Postaga has plenty of tutorials available to provide guidance and offers a responsive customer service team.


Another email automation tool is MailShake. It’s a simple to use platform aimed at delivering more prospects to your sales team. The program provides tools, templates, and automation, which combine to streamline your outreach efforts and increase your ROI.

Like Klenty, MailShake allows you to send large volumes of personalized emails to potential customers. You can then establish a set of tasks designed to engage with prospects through email and phone.

One benefit of MailShake is its live training and concierge onboarding, which makes it accessible to everyone.

However, some are iffy on MailShake’s limitations. It only works with Gmail or G Suite, and some feel it’s a bit pricey.

MailShake provides two packages: $59 per month for email outreach and $99 per month for sales engagement.


Are you looking for a set of straightforward outreach SaaS sales tools that provide you with the essentials for prospecting, scheduling meetings, and following up? Then the Yesware add-on for Outlook and Gmail could be just what you need.

In addition to its tracking, reporting, and analytics features, Yesware gives you template analysis. This function allows you to see how well your templates perform and if they need some tweaking for better results.

Another feature worth highlighting is the “campaigns” dashboard for viewing your open, click, and connect rates.

Yesware offers three plans: Pro, Premium, and Enterprise. Pro ($15 per month with an annual subscription) is relatively limited, but it can give you some of the essential information you need. Premium ($35 per month with a yearly subscription) allows more automation and customization, and Enterprise ($65 monthly with an annual subscription) lets you access all the site’s features.

SaaS and Email Address Finders

Finding the exact contact details for the correct person is a challenge all marketers face. However, this task may be made simpler with an email address finder.

Email finders exist to help you locate the contact details you’re searching for. They generally offer several potential email contacts and other essential information like phone numbers and social media details.

Some are free, but with limitations, while others charge a monthly fee and integrate with CRM systems.


RocketReach connects marketers with decision-makers and uses the world’s “largest and most accurate database of emails and direct dials.” According to their site, RocketReach holds contact information for millions of professionals.

It’s easy to get started. Just download the Chrome or Edge extension or sign up to try it out.

If their basic search doesn’t give you the information you need, there’s always the advanced search option.

Another way RocketReach could aid your marketing is through its outreach service. This allows you to send emails from your regular mailbox and enables you to fine-tune your communications through email analytics.

  • Bulk lookups
  • Salesforce and Zapier integrations
  • AngelList.and LinkedIn lookups

RocketReach is a bit pricier than some other options. Their Essentials level at $588 per year allows 1,920 lookups all year, while Pro ($1,188) allows $4,500 and Ultimate ($2,988) gives you 12,000. But, the features may make this option worth it if you have the room in your budget.


If you’re looking for an email address finder that integrates with tools like HubSpot, Salesforce, and Pipedrive, consider Dropcontact.

As well as providing essential contact details and CRM integration, Dropcontact identifies duplicates, merges contact files, and provides verified B2B emails and phone details.

As this company is based in France, its pricing is in euros—and its prices begin at only 16 euros per month.


Have you ever looked at a LinkedIn profile and thought you’d love to connect with the person via direct email without contacting them to ask for that information? LeadLeaper lets you do that. Simply go to the LinkedIn profile you’re interested in, click the LeadLeaper icon in your browser, and you should get their contact info.

Available as a Chrome extension, one of Leadleaper’s most obvious advantages is its free option. The free version provides access to 100 leads a month and LeadLeapers’ lead manager.

To unlock other features like integration with G Suite, duplicate deletion, and multi-lead management, you’ll need to upgrade the Growth package at $19 a month or the Professional subscription at $29 a month.

A considerable advantage of LeadLeaper is its affordability and tracking features. It also rates highly for its usability and integration with LinkedIn Navigator.

On the negative side, you may find the lack of customization an issue, and there’s a couple of complaints about the bounce rate. However, LeadLeaper is highly rated overall, and it can count Gartner, IBM, and Amazon among its many clients.

B2B Lead Databases and SaaS

Successful marketing begins with a well-organized list of prospects. You might call this your B2B lead database, or you may have an alternative name for it. Either way, a detailed B2B lead database includes quality contact data along with the information you need to market to your prospects.

Here’s a quick look at two of the most popular B2B lead databases around.


Designed with B2B sales and marketing teams in mind, ZoomInfo is a cloud-based market intelligence platform. It gives marketers access to an extensive database. Further, it has numerous SaaS sales tools built in to help you target your services at the right time, such as their streaming intent tool.

You’ll find a contact and company search option for those looking for the basics, and the ReachOut lead generation Chrome extension is another useful add-on.

There are plenty of other positives as well, including Zoom University and a custom solution option.

There are some minuses I should highlight, though. The main one is some feel contact details need updating more often, and some users struggle with integration.


Leadiro is a B2B data platform holding the details of 49 million contacts. Its features include geotargeting, prospecting tools, and targeted list creation.

You’ll find a free trial and free subscription available, which gives you unlimited database access. Paid for packages start at $99 a month.

Leadiro scores highly for its ease of use and quality data. However, like similar systems, you may find duplicates, and the interface looks dated to some.


SaaS sales tools make every stage of the marketing process more manageable. From finding the necessary contact details to managing conversations, automating outreach, and nurturing leads, you’ll likely find a SaaS tool available that will help your business in the areas you need it most.

Not every tool is perfect, and they won’t all be suited to your company. However, the SaaS tools for business I’ve detailed are highly rated overall, and they’ve attracted many satisfied users.

Perhaps the most significant benefit of many of these SaaS sales tools is they integrate well with other platforms to streamline your processes further and maximize your results.

What SaaS sales tools do you find useful?

How to Give a Persuasive Presentation [+ Examples]

How to Give a Persuasive Presentation [+ Examples]

A presentation aimed at persuading an audience to take a specific action can be the most difficult type to deliver, even if you’re not shy of public speaking.

Creating a presentation that effectively achieves your objective requires time, lots of practice, and most importantly, a focused message.

With the right approach, you can create a presentation that leaves a skeptical audience enthusiastic to get on board with your project.

In this post, we’ll cover the basics of building a persuasive presentation. Let’s dive in.

→ Free Download: 4 PowerPoint Presentation Templates [Access Now]

What is a persuasive presentation?

In its most basic form, a persuasive presentation features a speaker who tries to influence an audience to accept certain positions and engage in actions in support of them. A good persuasive presentation uses a mixture of facts, logic, and empathy to help an audience see an issue from a perspective they previously discounted or hadn’t considered.

How to Plan a Persuasive Presentation

Want to make a persuasive presentation that connects with your audience? Follow these steps to win friends and influence people within your audience.

1. Decide on a single ask.

The key to convincing your audience is to first identify the singular point you want to make. A good persuasive presentation will focus on one specific and easy-to-understand proposition. Even if that point is part of a broader initiative, it ideally needs to be presented as something your audience can say “yes” or “no” to easily.

A message that isn’t well-defined or which covers too much can cause the audience to lose interest or reject it outright. A more focused topic can also help your delivery sound more confident, which (for better or worse) is an important factor in convincing people.

2. Focus on fewer (but more relevant) facts.

Remember: You are (in the vast majority of cases) not the target audience for your presentation. To make your presentation a success, you’ll need to know who your audience is so you can shape your message to resonate with them.

When crafting your messaging, put yourself in your audience’s headspace and attempt to deeply understand their position, needs, and concerns. Focus on arguments and facts that speak specifically to your audience’s unique position.

As we wrote in our post on How to Present a Compelling Argument When You’re Not Naturally Persuasive, “just because a fact technically lends support to your claim doesn’t mean it will sway your audience. The best evidence needs to not only support your claim but also have a connection to your audience.”

What are the target audience’s pain points that you can use to make a connection between their needs and your goals? Focus on those aspects, and cut any excess information. Fewer relevant facts are always more impactful than an abundance of unfocused pieces of evidence.

3. Build a narrative around your evidence.

If you want to persuade someone of something, it’s not enough to win their brain — you need their heart in it, too. Try to make an emotional connection with your audience throughout your presentation to better sell them on the facts you’re presenting. Your audience is human, after all, so some emotional tug will go a long way to shaking up how they view the issue you’re talking about. A little bit of emotion could be just what your audience needs to make your facts “click.”

The easiest way to incorporate an emotional pull into your presentation is through the use of narrative elements. As we wrote in our guide to crafting pitch decks, “When our brains are given a story instead of a list of information, things change — big time. Stories engage more parts of our brains, including our sensory cortex, which is responsible for processing visual, auditory, and tactile stimuli. If you want to keep people engaged during a presentation, tell them a story.”

4. Confidence matters.

Practice makes perfect (it’s a cliche because it’s true, sorry!), and this is especially true for presentation delivery. Rehearse your presentation several times before you give it to your audience so you can develop a natural flow and move from each section without stopping.

Remember, you’re not giving a speech here, so you don’t want your delivery to come across like you’re reading fully off of cue cards. Use tools like notes and cue cards as ways to keep you on track, not as scripts.

Finally, if you can, try to practice your presentation in front of another human. Getting a trusted co-worker to give you feedback in advance can help strengthen your delivery and identify areas you might need to change or bulk up.

5. Prepare for common objections.

The last thing you want to say when someone in your audience expresses a concern or an outright objection during your presentation’s question section is “umm, let me get back to you on that.”

Carefully research the subject of your presentation to make the best case possible for it — but also prepare in advance for common objections or questions you know your stakeholders are going to ask. The stronger your command of the facts — and the more prepared you are to proactively address concerns — the more convincing your presentation will be. When you appear confident fielding any rebuttals during a question and answer session after your presentation, it can go a long way towards making your case seem more convincing.

Persuasive Presentation Outline

Like any writing project, you’ll want to create an outline for your presentation, which can act as both a prompt and a framework. With an outline, you’ll have an easier time organizing your thoughts and creating the actual content you will present. While you can adjust the outline to your needs, your presentation will most likely follow this basic framework.

I. Introduction

Every persuasive presentation needs an introduction that gets the listener’s attention, identifies a problem, and relates it to them.

  • The Hook: Just like a catchy song, your presentation needs a good hook to draw the listener in. Think of an unusual fact, anecdote, or framing that can grab the listener’s attention. Choose something that also establishes your credibility on the issue.
  • The Tie: Tie your hook back to your audience to garner buy-in from your audience, as this issue impacts them personally.
  • The Thesis: This is where you state the position to which you are trying to persuade your audience and forms the focal point for your presentation.

II. The Body

The body forms the bulk of your presentation and can be roughly divided into two parts. In the first half, you will build your case, and in the second you will address potential rebuttals.

  • Your Case: This is where you will present supporting points for your argument and the evidence you’ve gathered through research. This will likely have several different subsections in which you present the relevant evidence for each supporting point.
  • Rebuttals: Consider potential rebuttals to your case and address them individually with supporting evidence for your counterarguments.
  • Benefits: Outline the benefits of the audience adopting your position. Use smooth, conversational transitions to get to these.
  • Drawbacks: Outline what drawbacks of the audience rejecting your position. Be sure to remain conversational and avoid alarmism.

III. Conclusion

In your conclusion, you will wrap up your argument, summarize your key points, and relate them back to the decisions your audience makes.

  • Transition: Write a transition that emphasizes the key point you are trying to make.
  • Summary: Summarize your arguments, their benefits, and the key pieces of evidence supporting your position.
  • Tie-back: Tie back your summary to the actions of your audience and how their decisions will impact the subject of your presentation.
  • Final word: Try to end on a last emotional thought that can inspire your audience to adopt your position and act in support of it.

IV. Citations

Include a section at the end of your presentation with citations for your sources. This will make independent fact-checking easier for your audience and will make your overall presentation more persuasive.

Persuasive Presentation Examples

Check out some of these examples of persuasive presentations to get inspiration for your own. Seeing how someone else made their presentation could help you create one that strikes home with your audience. While the structure of your presentation is entirely up to you, here are some outlines that are typically used for different subjects.

Introducing a Concept

One common type of persuasive presentation is one that introduces a new concept to an audience and tries to get them to accept it. This presentation introduces audience members to the dangers of secondhand smoke and encourages them to take steps to avoid it. Persuasive presentations can also be a good format to introduce marco issues, such as this presentation on the benefits of renewable energy.

Changing Personal Habits

Want to change the personal habits of your audience? Check out this presentation on how to adopt healthy eating habits. Or this presentation which encourages the audience to get more exercise in their daily lives.

Making a Commitment to an Action

Is your goal to get your audience to commit to a specific action? This presentation encouraging audience memes to become organ donors could provide inspiration. Trying to make a big sale? Check out this presentation outline that can encourage someone to buy a home.

Remember: You Can Do This

Anyone can craft a persuasive presentation once they know the basic framework for creating one. Once you get the process down, you’ll be in a better position to bring in sales, attract donors or funding, and even advance your career. The skills you learn can also benefit you in other areas of your personal and professional life as you know how to make a case and influence people toward it.

powerpoint slides

The Five Types of Utility in Marketing

The Five Types of Utility in Marketing

How do prospective consumers spend their money? What matters to them when they make decisions about how much to spend, where to spend it, and which company earns their business?

This is the role of sales and marketing teams in your organization: Designing and deploying consumer campaigns to showcase the unique value proposition of your product or service so you stand out from the competition.

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The challenge? It’s not easy.

Customer preferences are constantly evolving in response to both external market forces and internal financial constraints. As a result, the reasons around how, when, and why consumers spend money are never static — companies must find ways to understand and articulate the value of service or product offerings in a way that both captures consumer interest and convinces them to convert.

Here, the concept of utility-based marketing is markedly useful. In this piece, we’ll explore the basics of utility in marketing, why it matters, and then dive into five common types of utility in marketing.

What is utility in marketing?

Put simply? Value.

While in a non-economic context the term “utility” typically means “usefulness”, the marketing-driven definition speaks to the specific value realized by consumers when they spend on products or services. Understanding utility in marketing can help companies both better-predict spending habits and design campaigns to capture consumer interest.

Why Marketing Utility Matters

Historically, marketing efforts have focused on making an impression. It makes sense — if consumers notice and remember your print, email, or television ad campaign, you’re better positioned to capture their spending when they see your brand again in-store or while shopping online.

The problem? With so many companies now competing for consumer interest both online and in-person, market saturation is a significant concern. Even more worrisome? As noted by a New York Times article, “people hate ads.” Oversaturated and overwhelmed by ads across desktops, mobile devices, and in-person, prospective buyers are now tuning out enterprise efforts to impress.

Instead, they’re looking for utility. This is the goal of utility-driven marketing: To offer consumers functional and useful products or services that provide a specific benefit or can be repurposed to serve multiple functions.

When done well, utility marketing can create stronger bonds between customers and companies, and drive increased brand loyalty over time. It’s a slow-burn process rather than a quick-spend process and one that serves a different purpose — connecting customers with brands based on value, not volume.

The Five Types of Utility in Marketing

Despite our definition, the notion of “utility” in marketing remains fairly nebulous. That’s because trying to identify the exact value offered by your products or services to a specific customer segment, and how best to communicate this value effectively, is no easy task.

As a result, utility in marketing is often broken down into different types, each of which can help inform better ad building and effective sales outcomes. Depending on how specific — or how generalized — your marketing approach, however, it’s possible to identify anything from one massive utility model to hundreds of smaller utility types for each consumer segment.

To streamline your audience targeting and campaign creation process, we’ll dig into five common types of utility in marketing.

1. Utility of Time

This is the “when” component of utility: Is your product available when customers want it? Will it arrive quickly and without complication? Consumers want to spend as little time as possible waiting for products to arrive in-stock or at their homes — as a result, utility of time is critical to capture consumer conversion on-demand.

Time utility also accounts for seasonal changes in purchasing habits; for example, sales of boots and gloves spike in the winter, while ice cream sees greater demand during the summer.

Some products are staples and are therefore time-resistant — such as groceries — but still need to be in-stock and delivered on-time. As a result, time-based marketing efforts are inherently tied to inventory and delivery systems to ensure outcomes meet consumer expectations.

2. Utility of Place

Place utility refers to the ability of consumers to get what they want, where they want it. Often applied to brick-and-mortar stores, utility of place is paramount for customers looking for familiar items that are easy to obtain.

In a world now driven by digital marketing efforts, place offers a competitive edge if companies can showcase their capacity to keep specific items in-stock at all times. And as improved logistics chains shorten the time between order and delivery, it’s possible for ecommerce operators to leverage place utility as a market differentiator.

3. Utility of Possession

Possession utility speaks to the actual act of product possession — such as consumers driving a new car off the lot or having furniture delivered to their home. It also highlights the connection between possession and purpose.

Consider plastic storage bins. While they might be sold in the “kitchen” section of an online or brick-and-mortar store, consumers are free to repurpose the items as they see fit once they take possession, increasing their overall utility.

4. Utility of Form

While some companies offer lower prices by shifting the responsibility of assembly to the consumer (e.g. that new dresser that you bought and had delivered, but still need to assemble on your own time), finished forms are often more valuable to customers.

Consider complex products such as vehicles or electronic devices — by highlighting the finished form of these items, companies can reduce potentially purchasing barriers by making it clear that consumers will receive feature-complete products that don’t add the complexity of self-assembly.

5. Utility of Information

Information utility is a new addition to this list, but in a world where competition for even basic goods now happens on a global scale, information can make the difference between successful sales and failed conversion efforts. Information utility speaks to any data that helps consumers make buying decisions. This includes product details on ecommerce pages, targeted marketing campaigns, and well-trained call center and in-store agents capable of answering customer questions.

Simply, the right information at the right time improves market utility and increases the chance of sales conversion.

Creating Customer Value

The ultimate goal of any marketing strategy is to create customer value. While not every campaign requires the complete implementation of all five utility types to improve conversion and customer satisfaction, general knowledge paves the way for implementation to deliver value at scale.

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