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Video email: A must-have B2B sales tool

Increase sales engagement, responses, and conversions with a video messaging sales tool for B2B outreach.

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Convert more
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Stand out in the inbox, increase engagement and get more responses with video for sales. See how Covideo’s B2B sales tool can be used throughout your sales process.

What is Covideo?

Covideo is a B2B sales tool used to easily record, send and track personalized video messages. Incorporating video throughout all stages of the sales process increases overall engagement and conversions.

Increase response rates

People want to do business with people, not technology. Skip the impersonal interactions by incorporating a personalized video email into your outreach for a lasting first impression that resonates.

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Keep prospects engaged

Use Covideo’s call-to-action buttons to share content like e-books, whitepapers, case studies, or to invite working prospects to webinars. Helpful resources like these add value and demonstrate the expertise and insights you bring along with your product/service.

Shorten the sales cycle

Delve into product overviews or address complex questions without sending lengthy, confusing emails or waiting weeks to coordinate calendars. Keep the lines of communication open and the timeline on schedule with a video your prospect can watch at their convenience.

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Transform outreach with a video sales tool

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Picking the Best B2B Sales Tool for Your Business

If you work on a sales team, you know how important it is to have numerous tools in your sales toolkit. To achieve success in sales, you need to be able to identify the right prospects, use the right sales materials to appeal to them, and continue to cultivate the relationship throughout their buyer’s journey. This is a lot of information to navigate on one’s own without the help of another source. That is why sales tools and platforms are so important for any and all sales teams.

However, with a plethora of sales tools on the market, it can be difficult to find the right ones for your specific business’ needs. This is especially true if you are in B2B sales and need tools that can help you appeal to other businesses instead of consumers. Fortunately, there are more and more sales tools available that are targeted towards B2B sales or include features particularly helpful for B2B sales teams. In today’s business world, no single company is an island, and all need products and services from one another to succeed in their goals.

In this article, we will discuss the top sales tools specifically for B2B sales. First, we will briefly answer the question, “what is B2B sales?” for those who may not be sure if their business counts under the B2B umbrella. Then, we will continue on to our list of the 10 best sales tools for B2B teams. This list includes a wide variety of tools, so regardless of what new item you need in your sales toolkit, you should be able to find it on our list.

What is B2B Sales?

B2B sales refers to “business-to-business” sales. A B2B sales team is thus one that is selling its business’ products and services directly to other businesses.

B2B sales tools, then, are sales tools that are used to sell products and services to other businesses. These tools specialize in techniques that increase sales to businesses. Companies that create B2B sales tools are themselves B2B companies, since they are marketing their sales tools for other businesses.

A B2B sales tool may also be used by B2C companies — businesses that sell primarily to consumers. Many top sales tools can be used effectively regardless of your business’ clientele. However, each of the sales tools listed below are those that can specifically be used by B2B companies to increase sales.

10 Best Sales Tools

Here is our list of the 10 best sales tools for B2B companies. These include CRM platforms, sales enablement tools, sales prospecting tools, and more! You can include many of these tools in your sales toolbox in order to effectively connect with other businesses and sell your product or service.

1. Covideo

Covideo is a video email platform that is perfect for sales teams and marketers. With Covideo, you can record your screen, webcam, or both. Once you’re finished recording, you can send it via email, text message, social media, or CRM. Covideo automatically embeds your video in the body of the message as an animated GIF. When your message’s recipient clicks on the video, they are redirected to a video landing page of your choosing. There, they can watch the video and click on any CTA buttons that you add to the bottom of your video. These CTAs can redirect your viewer to the web page of your choosing, such as an online calendar or scheduling app. Best of all, your recipient can reply with a video of their own, even if they don’t have a Covideo account.

Video email and messaging is a vital tool for sales teams. To put it simply, prospects are more likely to engage with your emails if they include a video instead of just plain-text. In fact, on average, adding personalized videos to your email marketing campaign increases open rates by 19%, click-through rates by 65%, and response rates by 200%. If your sales team already uses email to reach out to prospects, then consider switching to video email instead to boost your sales outreach and success.

2. Salesforce

It is unlikely that anyone in the sales world hasn’t heard of Salesforce. Salesforce is the top customer relationship management platform. You can use it to manage every aspect of your relationship with customers and track the complete customer journey. You can store customer and prospect contact information, identify sales opportunities, and manage your sales and marketing campaigns. Salesforce relies on data collected about your customers, so you can ensure that each customer interaction is personalized to their likes and dislikes, interests, and history.

Salesforce offers a variety of apps that you can choose from to optimize your CRM platform. These include specific apps for sales, customer service, marketing, ecommerce, employee training, and more. In all, Salesforce can provide your business with everything it needs to manage your relationship with prospects and customers.


3. Lucidchart

Lucidchart can be used by sales teams to visualize your ideas, campaigns, customer journeys, and anything else you can diagram. Team members can create charts and diagrams together through real-time co-authoring, comments, and an in-editor chat. You can overlay important metrics and charts on diagrams to show important data to other teammates. You can organize and design your diagrams how you want, so that they always correspond to your business’ structure and goals.

Lucidchart is already used by top companies worldwide; in fact, 99% of Fortune 500 companies use Lucidchart. Your sales team can join them and start using visual diagrams to plan, implement, and track sales efforts using a data-driven approach.


4. Bit

Bit provides a workplace and document collaboration platform that lets you create and share documents with your team members and customers. The platform includes templates for notes, wikis, knowledge bases, project planning, training guides, technical docs, client portals, and more. You can upload documents from other apps and devices as well. Team members can collaborate on documents within the platform. Once documents are completed, they can be shared through Bit’s live sharing feature or embedded directly into your website.

Bit is great for sales teams that need to organize their various documents into a content library. Sales teams can use the platform for campaign planning, reporting, and collecting various sales documents such as customer testimonials and cold calling templates. As such, Bit is perfect for remote sales teams that need a platform for organization and communication.


5. Nextiva

Nextiva is a customer communication platform and phone system that sales personnel can use to reach prospects and customers. With Nextiva, you can talk to anyone over the phone, text, video, email, and instant messaging. Nextiva can also store customer information so you can bring up everything you need to know about past interactions when you contact them again. Automated messaging can send out emails, surveys, and auto-responses to customers and team members alike so that you can focus less on busy work and more on building lasting relationships.

Any business that uses cold calling or email sales campaigns should consider investing in Nextiva. Nextiva is ranked the #1 business phone system by U.S. News. Nextiva is truly a step above ordinary phone and communication systems, and if you want to have the best possible interactions with our prospects and clients, you should implement it into your sales toolkit


6. Agile CRM

Like Salesforce, Agile CRM is a CRM that you can use to manage customer relationships at every step of the customer journey. However, unlike Salesforce, Agile CRM is specifically targeted towards small businesses that may not have a lot of extra money. Nevertheless, Agile CRM provides the same necessary features as bigger CRM platforms, including contact management, appointment scheduling, email marketing and tracking, a helpdesk, telephony, and more!

Best of all, Agile CRM is free for up to 10 users, so small businesses can get the CRM tools they need to increase sales and improve customer satisfaction without breaking the bank.


7. Growbots

Growbots is a sales prospecting and outreach tool that you can use to set up and implement outbound sales campaigns. It is especially useful for B2B sales teams because you can target specific companies by name or criteria when building your prospect list. You can also target specific job titles and departments and get their social media profiles, email addresses, and phone numbers from the platform. Once you’ve built your contact list, you can set up your sales campaigns. You can personalize emails, schedule automatic follow-ups, and create multichannel sequences including LinkedIn messages and phone calls.

Growbots is great for teams because you can collaborate on campaigns and share results. The platform can identify high-performing members of the team and best practices, as well as the best performing campaigns and email templates. Growbots is truly the best all-in-one sales prospecting tool for B2B sales teams.

8. HubSpot

HubSpot is an all-in-one inbound marketing, sales, and service CRM platform that can be used by businesses of any size. You can choose from 5 primary products to add to your HubSpot platform: Marketing Hub, Sales Hub, Service, CMS Hub, and Operations Hub.These apps include features vital for sales teams such as lead generation, marketing automation, contact management, meeting scheduling, and customer feedback. You can also access free tools on the platform like contact website activity, email marketing, landing pages, live chat, and a team email.

Like Salesforce, HubSpot provides almost everything a sales team could need to engage with prospects and customers. Hubspot’s free sales tools also ensure that even small businesses and startups can afford the basic tools they need for the sales teams to succeed.


9. SalesLoft

SalesLoft is a sales engagement tool specifically made for B2B sales teams. SalesLoft integrates with top CRMs like Salesforce, Hubspot, and LinkedIn to add more sales acceleration tools for B2B teams to the platform. SalesLoft provides numerous products such as automated pipeline generation, lead nurturing, customer renewals, a phone and messenger, and deals forecasting. The platform aims to automate more processes within the CRM platforms you already use so you can spend less time inputting data and more time developing solutions.

SalesLoft should be used by B2B sales teams in concert with Salesforce, Hubspot,or another CRM platform. It is the perfect addition that ensures your CRM is optimized for B2B sales.


10. Seismic

Seismic advertises itself as the #1 sales enablement tool for maximizing buyer engagement. It is a “Storytelling Platform” that focuses on personalizing the buyer experience. Seismic offers content management, automation, personalized materials, sales analytics, web conferencing, engagement tracking, and more. You can also use Seismic on social media to personalize sales content and interact with customers over multiple social channels. Seismic can even mitigate risk by checking content to make sure it is secure and does not violate company policy.

Seismic’s software is used by 700+ top companies to improve sales engagement. Personalization is the future of sales, so Seismic is a solid choice for any company that wants to build more personalized experiences and relationships with their prospects and customers.


Try Covideo’s Top Sales Tool Today

Do you want to up your email sales prospecting game today? They check out Covideo’s sales platform for free. So, sign up for our free trial today to get access to one of the best sales tools on the market.

Record your first video in minutes.

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