Glossary Terms

Sales tools

Software applications enabling salespeople to prospect, communicate, present, and close deals more efficiently.

Sales tools are the software and resources that help salespeople prospect, reach out, present, and close more efficiently. They span the whole workflow: prospecting tools for finding and verifying contacts, outreach tools for sequenced email and call logging, video messaging for personal async pitches, demo and presentation tools, proposal and e-signature software, and dashboards for pipeline reporting. For a solo consultant or small firm without a formal sales team, the real footprint is much smaller: a CRM (even a free one), a scheduling link like Calendly, and a solid proposal template cover the core at almost no cost.

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