Is one of your goals this year to be more efficient at work? Embrace technology? Save on operating costs?  If that sounds like you, these 9 sales tools are for you. The best bit? They’re all free. Let’s have a look!

9 efficient sales tools to improve efficiency in 2023

*Pricing information as of 19th January 2023, prices may change at any moment.

#1 Video meetings and video messaging

Fathom

What is it?

Fathom is a relatively new transcription service for Zoom which allows you to record, transcribe, and highlight vital moments during your call. Their transcription/voice recognition accuracy blows the competition away, and it’s straightforward to use.

Feeling like you in-meeting note taking is making you miss vital info? Boot up Fathom and get it to take the notes for you. 

Pricing

I discovered Fathom recently and I couldn’t believe the quality I was getting with its transcriptions and that the tool was 100% free. Jump on it now while it still is!

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Loom

What is it?

Loom is a video messaging/comms tool which allows you to record your screen, voice, and self to produce quick-sharing presentations and messages. It’s a great tool for quickly sharing your point across in a clear way. Thanks to Loom’s quick sharing, I use it often for content production and to communicate with team mates. 

Need to walk a customer through a new product virtually? Record your desktop, camera, and mic together to give them a rich experience. 

Pricing

Loom’s free Starter level limits you to 25 videos at up to 5-mins long. When you cap those limits, you’ll need to upgrade. Here’s their current pricing:

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Calendly

What is it?

Calendly is a popular meeting scheduling tool which automates the meeting setup process. If you despise emailing back and forth for days with a customer or prospect to settle on a meeting time, Calendly is for you. I’ve used it to book plenty of meetings and it always takes the stress off.

Pricing

You can use Calendly for free with the caveat that you can only make one meeting available for booking at a time. If you know you’ll be needing to schedule for multiple meetings (e.g. with different topics), you might need to buy a plan. Here’s their complete Individual level and Team pricing:

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#2 Emails and quick communication

Lavender

What is it?

Lavender is an AI email writing assistant to help you write better emails quicker. If you find writing to be a chore, want to avoid emails being sent to spam, or make your emails more personable, Lavender can do it. 

Pricing

Lavender’s free plan will start with a full-feature trial of the paid tier before stepping back to more limited features. You’ll get an integration to Gmail/Outlook 365 and the capability to analyze 5 people and emails per month. Otherwise, the next tier up is USD $29 a month for an individual, and without extensive integrations. Here’s all the details:

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Templify

What is it?

Templify is a nifty little Chrome extension which can help you respond to emails or messages quickly by storing self-made templates. I’ve used Templify for a while, and found it great: it’s great for speeding up the email process. And since templates are 100% made by you, there’s no concern of coming across as impersonal (unless your templates aren’t on the mark!)

Pricing

Templify is 100% free, nothing more than that.

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MailMeteor’s Spam Checker

What is it?

MailMeteor’s Spam Checker is a super-simple tool which can help identify spam words in your emails when you feed your copy into the tool on MailMeteor’s site. The checker will grade your email with a score, reading time, and identify spam words and why they’re spammy. It’s an easy tool to use if you’re finding no-one is getting back to you and suspect you’re being dumped in spam. I didn’t realize my emails were so spammy until I used this tool - cheers MailMeteor for letting us have something for free which works!

Pricing

This spam checker is free for everyone!

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SendCheckIt’s Subject Line Tester

What is it?

If you struggle to write good subject lines (like I do- occasionally) this tool could help you out. Head over to SendCheckIt’s subject line tester and paste in your draft subject. From here it’ll give a score and recommendations for: scanability, length, spam, sentiment, reading grade level, and tips for improvement. Nice!  

Pricing

This subject line checker is free for everyone too!

#3 Prospecting

ContactOut

What is it?

ContactOut is another browser-based tool which can be used to find email addresses and phone numbers from social profiles. Found a great prospect on LinkedIn but can’t find their contact? ContactOut will find it. Whenever I’ve needed to find someone’s business email, ContactOut has had my back.

Pricing

At 40 email searches and 3 phone number searches per month, ContactOut’s free plan was more than enough for me. However, if you’re in a role where finding new customers is a priority, the free plan may be too limiting. You might like to try…

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Crystal Knows

What is it?

Here’s an out-of-the box sales tool. Crystal Knows is an AI tool which analyzes a prospect’s social accounts to create a personality profile: which you can use to shape your approach. Using Crystal Knows could be a good way to gauge a prospect to help you nail your first contact with them.

Pricing

Crystal Knows’ free plan will analyze 10 profiles, and do yours too. From there on, you’ll need to bump up to Premium to keep using the tool. As Crystal Knows says, the free plan is really best for testing out the tool.

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What other sales tools are out there?

You never know what sales tools are out there until you start digging - and there are hundreds. We’re all living in a pioneering age for accessible tech that makes our work lives easier, so let’s embrace it this year. 

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We’ll keep this list updated as we come across great new free sales tools you can use to become a more efficient salesperson in 2023. Stay tuned! In the meantime, we’d love to share some free sales advice with you - straight from a sales expert. Check out our webinar collection here.

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