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Sales Strategy
Mar 7, 2016 | Dan Waldschmidt lock
Smart technology is everywhere. If you’re like the majority of business people, you can’t help but feel that there are too many tools out there.

They all sound similar. Which leaves you confused, irritated, and uninterested in changing.

Let’s cut through that clutter. Here are 15 great online business tools you need to be using:

Research Tools

This tool helps you learn all you can about prospective companies, existing clients, or industry partners:

Owler — The team that built the revolutionary Jigsaw email finder platform that Salesforce purchased for hundreds of millions of dollars is at it again with another blockbuster sales research tool. Instead of researching people, Owler researches companies. It’s easy to locate and select which companies you want to follow. Each morning, you get a customized email with everything that happened at that company yesterday that you should know about. This service, which costs many thousands of dollars per year from other companies, is completely free from the Owler team. 

CRM & Contact Apps

These tools help you arrange the people you know, the deals you need to close, and the marketing that gets you there:

Cloze — We have used them all — every CRM on the market (or so it feels) — and Cloze is by far the best if you need to build and maintain relationships with people. It saves, organizes and manages all the people you need to know — right beside your email (and social) inbox. It’s impressive.

AgileCRM — It has ‘CRM’ in its name but with features like landing pages, social, web tracking, and smart email campaigns it’s an awesome all-in-one marketing platform. And it’s a tenth of the cost of Hubspot or Infusionsoft.

Password Sharing

These tools help you keep your team safe and secure without emailing usernames and passwords around:

LastPass — Do you forget your passwords often or share your passwords over email? LastPass saves all your passwords for you and allows you to set up sharing groups where you can allow your colleagues, friends, or family access. 

Blur — It’s the most technical personal security platform out there. It allows you to create one-use credit cards, phone numbers, or email addresses. It saves your passwords for you and notifies you when somebody might have hacked you.

Prospect Research

These tools help you learn all you can about prospects you want to do business with:

AeroLeads — In the muddled category of lead and prospect research, AeroLeads has the best arrangement of capture and results. They claim to verify email addresses and phone numbers several times before they pass that info to you. 

Capture — Ever want to zip through a website and vacuum up all the people and email addresses (and other contact information) you find there. Meet Capture by Ringlead. Not only will it capture leads on a website it verifies the email addresses and exports everything to Salesforce.

Scheduling Effectiveness

These tools make it easy to schedule and prepare for meetings

Charlie App — Connect Charlie to your Google calendar (or Outlook) and it will automatically research everyone you have plans with. An hour before your meeting you’ll get an email with everything you need to know about those people.

Assistant — At the push of a button, Assistant checks your calendar and suggests up to 3 days worth of availability for meetings. It runs in Gmail, right where you are sending emails, so it is fast and a marvelous time saver.


These tools help you plan out what needs to be done and assign tasks to the people who need to help you get there:

Todoist — This is a wonderful tool to handle recurring tasks, reminders, and team planning. They have native apps for more than a dozen different environments so you can take it anywhere and use it anytime.

Wrike — Imaging if Microsoft Sharepoint and Project decided to build an awesome productivity platform for today’s generation of Gantt Chart-needing professionals. It’s mobile friendly. And runs in your browser. And it’s free to start using.


These tools make it easy to collaborate with your team, partners, or prospective customers: 

Appear — Go to your Appear link (ours is and do some video conferencing, or share your screen, without needing to download all those bloated desktop apps. It’s fast. And easy. And free.

SpeakEasy — Instead of waiting on hold for people to join your conference call, SpeakEasy will call you on your cell when the people who need to be on the call actually show up. Saves you time. Try one or try them all. Bookmark this article for when you are looking for great tools down the road.

Originally posted

About the Author
Dan and his team help companies all over the world arrive at business-changing breakthrough ideas by moving past outdated conventional wisdom, social peer pressure, and the selfish behaviors that stop them from being high performers.

The Wall Street Journal calls his blog, Edgy Conversations, one of the Top 7 sales blogs anywhere on the internet. He’s been profiled in Business Week, INC Magazine, Business Insider, and on dozens of radio programs. Hundreds of his articles on unconventional business strategy have been published.

Disclaimer: The views and opinions expressed in this article are strictly those of the author. CPSA does not endorse any of the companies, products and services mentioned within this article.

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