Startups wanting to drive revenue through engaged marketing conversations and high sales closing rates will win big in 2019 by supporting their people with the coolest tech tools.
That’s because leveraging powerful platforms and applications for sales enablement provides savvy salespeople with a major competitive advantage by helping them close deals faster.
While there has been an explosion of sales and marketing utensils over the last few years, you might be surprised to learn that many are not expensive or complicated. Here are eight free and simple tools good for both B2B and B2C businesses you can use right now to increase your company’s revenue.
1. Customer Relationship Management (CRM) system:
There are two foundation items every business absolutely needs. A website and a Customer Relationship Management (CRM) system. A website can be anything from your online business card to the place where you do your business trading. As for your CRM, it can be a simple customer list kept on a document, however, the most effective sales people will leverage a robust CRM to close better deals faster.
- See your entire sales funnel on a clean, visual dashboard. Sort deals won or lost. View your scheduled appointments and contracts emailed. You can also measure your performance against quotas you’ve already set. It’s also possible to sort deals by name, owner, amount, or even stage with custom filters for actionable insights.
- HubSpot CRM automatically tracks interactions with your customer from email, across social media, and on calls.
- Save time by never needing to search through your inbox and spreadsheets to figure out where a prospect is at. Instead, see every interaction with a lead in a tidy timeline, including calls, emails, meetings, and notes in the HubSpot CRM.
2. Sales Funnel Template:
A sales funnel, sometimes also called the sales pipeline, is the visual representation of the customer journey, depicting the sales process. Being able to visualize where your leads are can help people who need to sell with everything from hitting monthly revenue targets to being able to spot the most profitable deal that’s near ready to close so you can re-engage and finalize it.
HubSpot has a free downloadable sales funnel template that helps people visualize your entire funnel. For people using the free HubSpot CRM, you can already see this spreadsheet’s info on the CRM dashboard. But for those who prefer external documents, download this free template and get busy spotting your highest price deal that’s ready to close.
3. Buyer Persona Generator:
Buyer Personas are fictional, generalized characters that encompass the various needs, goals, and observed behavior patterns among your customers.
Personas help everyone in your team — in marketing, sales, product, and services — internalize the ideal customer you’re trying to attract and relate to our customers as real humans. IT Ian. Marketing Marge. Dad Donald.
Having a deep understanding of your buyer persona(s) is critical because they should be driving content creation, product development, sales follow up, and really anything that relates to customer acquisition and retention.
The good news is, buyer personas aren’t difficult to create. You just need to ask the right questions to the right people, and present that information in a helpful way so the people in your business can get to know your persona(s) better than the backs of their hands. To learn even more about buyer personas or generate yours quickly, use this free buyer persona generator.
4. Blog Ideas Generator:
Once you’ve got your buyer personas on paper, then you’re ready to create marketing content. Indeed, buyer personas and great content are the backbone of any successful inbound strategy.
So how do you come up with constant ideas to produce content that answers your leads, prospects and customers questions? One way to get some fresh inspiration is to occasionally consult a blog ideas generator.
The results from a blog ideas generator can help your team create blogs that answer questions throughout the sales pipeline including keeping your current customers delighted with your product or service.
5. Marketing Plan Generator:
If you have buyer personas and you’re looking to produce content, you business should definately have a marketing plan in place.
A marketing plan is a business document outlining your marketing strategy and tactics. It’s often focused on a specific period of time (for example, over the next 12 months) and covers a variety of marketing-related details, such as costs, goals, and action steps.
While this all might sound quite intense, it doesn’t have to be. This high-level template will help you quickly outline your annual marketing strategy, identify your most important initiatives, and track the right metrics all year long. Input a little about your marketing goals into this free marketing plan generator and you’ll receive a 12-month plan in less than 10 minutes.
6. Sales Plan Generator:
After your marketing plan is set, it’s time to focus on how your sales force will execute its part of the plan. Research shows only 18% of buyers trust salespeople, meaning that sales teams need to work smarter, not just harder.
A sales plan is an actionable way to simplify and document your sales goals and your strategies to accomplish them. Budgets, marketing strategy, positioning, and other topics are also explained. A sales plan generator can help you build your sales plan by walking you through each stage.
By having a clear and standard sales plan, you make it simple for your team, direct reports, and execs to understand what your company goals are, how you’ll accomplish them, and any support you’ll need.
7. Invoice Template Generator:
Congratulations you’ve made a sale! Now you need to charge your customer for their purchase. Up until this point your team has done a great job to attract and engage your customer, now keep them delighted by continuing present a cohesive brand with a spectacular invoice.
An invoice, or sales invoice, is a billing document issued by a seller to a customer. The document typically:
- Details contact and billing information
- Quantifies an itemized list of goods or services sold
- Provides a clear purchase total
- Defines any discounts
- Contains a unique invoice number and date
- Outlines any payment details or a due date if necessary
Your invoice details will change slightly depending on whether you are providing a service or a product (e.g., billable hours and rate vs. quantity and cost).
Using invoice templates and can help ensure best practices for creating a professional invoice are followed, especially if you are new to billing clients. This free invoice template generator provides 10 different fully customizable styles to get you closer to having revenue flow into your bank account.
8. Email Signature Generator:
Now that you’re ready to email your invoice to your customer, don’t forget to include a detailed email signature so your customer can reach you in a way that works for them with any follow-up questions.
Although, to be honest, your full signature should be on every email beginning with the first contact you have with new customers. With this free email signature generator, you can include everything from your phone number, to your photo and even your certifications to help make a powerful professional first impression.
Start by filling out the form to populate your signature, then click across to the ‘social’ and ‘style’ tabs to add your social media links and customize your design. When complete, click the ‘create signature’ button for several export options — and you’re done! Then simply add it to Gmail, Outlook, Apple Mail, Yahoo Mail, or any other email provider.
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Visit me at www.ShowMeMyCustomers.com
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