18 Best Tools for Marketing and Sales Teams to look into in 2022

Published in

ProofHub Blog

9 min readFeb 25, 2020

The marketing and sales teams here at ProofHub have been victorious thanks to the right tools to help them achieve their goals. As a leader I have found that marketers and sales reps have too much on their plates and if there are tools that could potentially aid you with the same, why wouldn’t you want to use them?

In the fast-paced world that we live in, making reports and coordinating with clients for every little piece of information is highly time-consuming.

Incorporating the latest technology lowers the chances of error and makes the workforce more efficient. Marketing and sales teams especially need the right tools that can help them be more productive in the workplace. With this article, you will have a list of all the tools that you would need corresponding to their different uses in the new year.

A. One-stop-shop for Project Management and Collaboration

As with any team, a marketing and sales team have to collaborate in order to achieve the best possible results. However, did you know there are some software that can help you with project management and promote the collaboration of teams at the same time? Here are some of the best project management software that have been working well for marketing and sales teams globally:

1. ProofHub

ProofHub acts as a delivery as well as an organizing system for your information and files and you can work on the tasks in Kanban and Gantt chart view.
It helps you provide your team with the access they need to numerous files and documents.
ProofHub helps in team collaboration with tools such as discussions, comments, and chats.
It has integrations to many software and applications such as Google Drive, Dropbox, Google Calendar, FreshBooks, etc.
ProofHub also facilitates easy collaboration by adding people into the conversation with @mentions.
You can even request a demo to actually have an immersive experience of this software for free.

2. Infinity

Optimize your sales process using Infinity’s sales templates, navigate every single piece of lead information with ease, and have all the important info stored under one roof.
Set straight revenue goals, define sales methods and key metrics, target customers, and build out sales plans that actually work
Bring your whole sales team together to define steps and strategies and create a smooth sales pipeline, define tasks for each stage of the sales process, collaborate and comment on these tasks, track and draw leads almost effortlessly, and track each team member’s effort and progress, and nurture relationships with existing customers
Onboard new customers and build great relationships with them with ease
Track orders from placement to delivery and filter them out using Infinity’s flexible set of attributes, including text descriptions, addresses, emails, etc.
Integration with over 2,000 tools via Zapier and automate and speed up the sales cycle

2. Trello

It’s a task management software limited to task management features.
You can easily organize information with labels, cards, tags, and categories.
Just like ProofHub it also has the “drag and drop” feature for task cards.
It helps in data filtering so the sales team can benefit a lot.
It also gives you reminders for events and notifies you for the same in time.
Trello makes it easy for you to process information in a visibly pleasing format.

3. Chanty

Chanty is a great team chat app that lets you communicate and collaborate with your marketing team in the cloud
Different communication formats: chat, audio and video calls, sreen sharing
Task management features: turn messages into tasks
Unlimited messages and unlimited searchable history, even in the free plan
Integrations with handy tools such as Google Drive, Dropbox, Asana and Trello

B. Automation tools for Marketing teams

According to Venture Harbour, it has been discovered that 67% of companies working in the marketing and sales line are already using a tool for data automation, and 21% are planning to start using the same. This tool has revolutionized how we send emails and newsletters and how exactly we conduct marketing online. In my view here are the two top-rated marketing automation tools.

4. Outgrow

Helps B2B and B2C marketers create viral interactive content to gather qualified leads.
Includes interactive content types like quizzes, calculators, polls, surveys, chatbots and giveaways/contests.
Pocket friendly and has a 24x7 available support team.
Helps extract intelligent analytics about users and helps in customer segmentation.
Helps embed interactive content on landing pages, social posts websites and email campaigns.

5. Active Campaign

It helps you in email marketing and sending newsletters.
It does your email segmentation for you.
Affordable and release new updates regularly.
It helps you organize people as per their preferences on different platforms.
Helps in contact management by targeting people as per their interests.
Also, it helps in messaging particular lists.

6. Rebrandly

Rebrandly is a custom URL shortener that allows you to to shorten and brand all of the links that you create and share online.
Improves brand awareness and increase click-trust.
The use of branded links can increase your click-through rate by up to 39%.
The ability to track your links to understand which ones are performing and driving traffic back to your site.
Editable destination URL.
UTM builder.

7. Autopilot

It helps you capture as well as convert leads.
And, it helps you contact the channels with the most engagement at the right time.
It helps you create separate lists for repeat customers.
Helps in creating an email automation sequence.
It also helps you engage with your customers on every platform.
This tool has integrations with Salesforce, Facebook, Google Adwords, and many other applications.

C. Reporting and Segmenting Tools

These tools are very important for a marketing and sales team to have. This is because you need to maintain a chart or a report where all the customer data and the information pertaining to the leads are kept. Hence, in my opinion, I believe that the following tools work incredibly well for reporting and segmenting.

8. Megalytic

Megalytic is a great software for importing all information on one platform from any format be it from Google analytics, CSV files, Facebook or Google Adwords.
It provides you templates to store your data where it can stay in its very interactive interface.
It helps you send information in the form of comprehensive lists to specific individuals.
Megalytic will even help you track the reports while they reach the recipients.

9. Klipfolio

Klipfolio is a cloud app that helps you make a customized dashboard for your team’s specific needs.
It is an application that will help you maintain transparency because it aids in syncing with your tv and your desktop so that you can give conference meetings and presentations with ease.
It is a great tool that would help you view the performance of your clients in real-time.
You are able to customize and edit data in a more visual way.
It also facilitates the user by providing multiple filters and also gives you the chance to compare the performance of, say, last month and this month.

Upload and share all client details in one place with ProofHub! Start your FREE Trial now!

D. Close Deals and Manage Relationships

Making sales, converting leads, managing relationships and closing deals is a tough job. But everything becomes easier when you have an application or software where you can store data visibly. So say goodbye to uncluttered inboxes and spreadsheets that are messy and say hello to these sales automating software that will give you a fresh start.

10. Badger Maps

User-friendly, highly customizable, and 100% mobile, Badger is specifically designed to increase salespeople’s productivity.
Badger’s route optimization tool, allows you to spend less time driving and more time closing deals.
It helps you log customer interactions as soon as they take place, making it easy to keep track of valuable information.
See all upcoming follow-ups and never miss an opportunity by forgetting to contact a prospect on time.
Badger’s Lead Generation tool allows you to keep your pipeline full by finding new leads around you and getting the fastest route to them.
It syncs all your meetings and customer info with your CRM right from the field, increasing sales teams’ CRM usage, and keeping data up-to-date.
It allows you to easily analyze sales performance through automatically generated custom activity reports.

11. Sales Trakr

It will help you organize all the sales data and client information and store it in one place.
It allows you to limit access to certain data from a certain set of individuals.
It helps you keep organized by making reports and lists with easy to use templates.
It has integration with other software like dropbox and a mobile app for the same is in the works.

12. Mothernode

This software will help you send information on the leads to all the sales reps with the utmost ease.
It is a software that facilitates transparency as the leads can be identified easily as they move through the workflow.
It is an all in one CRM that is useful in creating multiple dashboards and managing the sales “pipeline”.
It helps you work on all the information on the clients by putting it into a ready to use comprehensive interface in just one screen.

13. RFP360

RFP360 develops RFP software that transforms how organizations request information, respond to requests and connect.
Centralize your latest and greatest RFP answers in a knowledge library, speeding access to expert responses.
Save time by importing RFPs, using answer intelligence (AI) to suggest responses and exporting proposals.
Assign tasks, manage deadlines, collaborate, approve responses and communicate in one place.
Evaluate time spent and saved on proposals and analyze other key metrics that surround your process.

E. Tools for Marketing & Sales through Videos

The Search Engine Journal, quotes Cisco saying that the traffic on the internet through videos accounts for more than 80% of all traffic on the internet as recorded globally in the year 2019. Since video marketing has become so popular, people are opting for quick ways to reach the public. Here is a list of the best video marketing software I feel are the best ones out there:

14. Hippo Video

Your customers or prospects get a lot of mundane text-based emails every day. So how do you stand out from the crowd, seek their attention and engage your customers? Videos are your go-to strategy to stand out and build Real engagement with your customers or prospects.
Hippo Video is a video engagement platform for Sales & Marketing Teams
Using Hippo Video one can record, edit, & share personalized videos which can be tracked for better customer engagement.
Hippo Video is integrated with all popular sales & marketing tools such as Salesforce, Hubspot, Linkedin, Zoom, Outreach etc.

15. Wideo

Wideo is a platform that will help you create, edit, and share videos on different platforms.
This will help you save time in creating animated videos and also presentations.
Wideo also aids you in the way that it has a number of templates for creating presentations, tutorials, and demos.
With these pre-made templates, you can also add images and logos from your end.
You also get to download your video with Wideo as an MP4 file.

16. Wistia

Now Wistia is a video marketing platform that has multiple uses. It provides you an analytical view of your videos.
With “Heatmaps”, Wistia helps you organize all your videos corresponding to the traffic they experience.
Also, with this tool, you get to view where your views stopped watching, where they skipped forward and whether or not they hit replay.
It also helps you maintain a report of how your videos are responding with the public.
Wistia also allows you to add CTAs through which leads can be sent directly to your email list.

F. Marketing Tools for Search Engine Optimization

SEO work is the necessary element of the job of the marketing team. Everything from keyword research and content optimization to checking the current page rankings has to be taken care of by the marketer. This job entails too much work but with the right software, you will be able to make sure that the content you created meets the criteria and fulfills the larger goals.

17. Google Analytics

Google Analytics helps get insights into your results.
It helps you make shareable reports in no time.
It works in collaboration with Google Advertising which makes it the most credible tool for SEO.
With the analytics intelligence provided by this tool, you will be able to make detailed reports like never before.

18. SEMrush

It helps you discover new competitors.
Keyword Research with SEMrush is very speedy and comprehensive.
With SEMrush you get to monitor engagement on landing pages.
It helps localize your ad campaigns with ease.

Conclusion

If you have made it to the end of this article, it’s apparent that you are in need of the very best tools for your respective marketing as well as the sales team. I hope you found this list of all the types of tools that can be used for work management useful.

Do let me know in the comments if you found this article useful.

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