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5 sales tools you need to integrate into your CRM in 2025

5 sales tools you need to integrate into your CRM in 2025

28 January, 2025
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The business world is changing. It is becoming more competitive and digital-led, which is why having an effective customer relationship management (CRM) system is essential. However, it is not enough without additional sales tools. Sales tools are essential because they make your sales processes more efficient, helping you build better customer relationships and achieve sustained business growth. Integrating specialist sales tools into your CRM allows you to streamline workflows, improve sales strategy, and boost employee productivity.

Here are FIVE must-have sales tools you need to consider integrating into your CRM, from the founder of Salesflow.io, Besnik Vrellaku.

Automated Lead Generation Software

Automated lead generation software like Salesflow.io uses LinkedIn and email to enhance lead generation and streamline sales outreach. Integrating such a platform with your CRM allows you to automate and personalise your outreach efforts using AI, ensuring timely and relevant communication with potential clients. Automated lead generation software offers advanced analytics to provide insights into campaign performance, helping sales teams improve their strategies and achieve better results. Using these tools makes your sales process more efficient, leading to higher conversion rates and improved customer satisfaction.

Document and Quote Automation Platforms

Document automation platforms such as DocuSign simplify sales document creation, delivery, and management. Integrating these platforms with your CRM allows sales teams to generate professional proposals, contracts, and quotes directly from the CRM system. Their e-signature functionality ensures a smooth and secure signing process, speeding up deal closures. Detailed analytics provide insights into document engagement, helping sales representatives understand client behaviour and improve their document strategies. Alternatives include HubSpot quotes for SMEs.

Advanced Analysis Tools

Advanced Analysis Tools Revenue operations (RevOps) tools such as Clari, LeanData, and InsightSquared are revolutionising sales analytics and forecasting. These platforms integrate seamlessly with CRMs to provide real-time insights into pipeline health, revenue trends, and sales performance. By leveraging AI-powered predictions and data visualisation, they help businesses identify bottlenecks, track performance metrics, and optimise resource allocation. RevOps tools align sales, marketing, and customer success teams, enabling data-driven decision-making and fostering scalable growth.

Email & Data Marketing Platforms

Email marketing platforms like Active Campaign are essential for creating and managing email campaigns. Integrating these platforms with your CRM enables you to segment your audience, personalise emails, and track campaign performance. This integration helps maintain consistent communication with your leads and customers, nurturing relationships and driving conversions. Whilst most have this embedded – the ability to understand users more closely around where they came from, whose most engaged, could help a lot to understand more data signals.

Keep an eye out for AMP-based email platforms. 

Modern VoiP stack

VoIP systems such as Aircall and Dialpad enable seamless communication with clients and prospects. Integrating VoIP systems with your CRM allows sales teams to log calls, record conversations, and access call analytics directly from the CRM. This integration ensures that all communication data is centralised, improving the tracking and management of sales interactions. By focusing on optimised workflows, sales reps can leverage other data sets, such as customer behaviour insights and engagement metrics, to enhance conversation rates and drive higher conversion rates. Lately, emerging companies such as Nooks are powering AI-calling to automate new intelligent ways of outbound call prospecting.

Besnik Vrellaku is the CEO and founder behind Salesflow.io, a leading force in Go-To-Market (GTM) software revolutionising B2B lead generation for SME’s using multi-channel sales technology and supporting over 10,000 users with modern prospecting solutions used by the likes of Hubspot, Hibob and Gocardless.