Tools Used In Outbound Sales

 A Guide To The Best Tools Used In Outbound Sales For B2B SaaS

In the rapidly evolving world of B2B SaaS, outbound sales play a vital role in driving growth and revenue. Tools are valuable additions that help your efforts get a better chance at success. To optimize your outbound sales efforts, it is crucial to leverage the right tools. There are an enormous amount of tools available for B2B SaaS companies and businesses. However, discussing all isn’t possible. So, this comprehensive guide presents a curated selection of top tools used in outbound sales in the B2B SaaS niche.

Must-have Tools For Outbound Sales in B2B SaaS

Here’s our list of the most useful tools used in outbound sales

CRM Software: Salesforce

Salesforce is a cloud-based platform that provides a centralized database to store customer data, including customer data, contact info, purchase history, etc. Lead management, opportunity tracking, sales forecasting, workflow automation, and customer management are all easier with it. The key benefits of Salesforce are:

  • Improved customer relationships- Salesforce enables businesses to track customer interactions and deliver personalized experiences.
  • Streamlined sales processes: The platform offers tools used in outbound sales for lead management and opportunity tracking, allowing sales teams to close deals more efficiently.
  • Enhanced collaboration: Salesforce is a personalized platform where teams can collaborate, share, and coordinate.

Sales Engagement Platforms: Outreach

Outreach is a sales engagement platform that helps teams streamline and personalise their outreach efforts. The key benefits of outreach include

  • Email automation:  Outreach allows sales reps to create personalised email sequences and schedule automated follow-ups, ensuring timely and consistent communication with prospects.
  • Call management: The platform offers tools used in outbound sales for call tracking, recording, and note-taking, enabling sales steps to manage their call activities efficiently.
  • Analytics and insights: Outreach provides detailed analytics on email and call performance, helping sales teams understand their outreach strategies.

Email Tracking Tools: Yesware

Yesware is an email tracking tool that provides real-time insights into prospect management with emails. It helps sales reps understand how recipients interact with their emails, allowing for more targeted and effective follow-ups. The key features of Yesware include the following:

  • Email templates: Yesware allows sales reps to create and use email templates, saving time and ensuring consistent messaging. It also offers personalization features to customize emails for individual prospects.
  • Analytics and reporting: Yesware provides analytics and reports on email open rates, click-through rates, and response rates, helping sales reps measure the effectiveness of their email campaigns.

Also Read: How To Build A Highly Converted Multi-Channel Sequence? 

Product Research Tools: ZoomInfo

The importance of research in sales is well known, and the right research needs the right tool. ZoomInfo is a comprehensive prospect research tool that provides accurate information on leads and target accounts. The key benefits of ZoomInfo include:

  • Company and contact data: The vast database of ZoomInfo offers contact information, ranging from job titles to email addresses, phone numbers, and social media profiles.
  • ICP targeting: Sales teams can define their ideal customer profile and use filters and search capabilities to identify prospects that match their criteria.
  • Data enrichment: These tools used in outbound sales can enrich existing CRM data by appending missing or updated information. This ensures sales reps have the most accurate and complete data for their prospecting efforts.

Lead Generation Software: Leadfeeder

Leadfeeder is a lead generation software that helps businesses identify potential leads by tracking website visitors. It integrates with CRM systems and provides valuable insights to support lead capture. Its key benefits include

  • Lead scoring: The tool assigns scores to leads based on predefined criteria, allowing sales teams to prioritise their follow-ups and focus on high-quality leads.
  • CRM integration: Leadfeeder seamlessly integrates with popular CRM platforms, enabling The automatic transfer of captured leads into the CRM system for further nursing and engagement.

Sales Intelligence Tools: Clearbit

Sales intelligence tools used in outbound sales are life savers because they save time and help in reaching the right conclusion without fail. Clearbit is a sales intelligence tool that provides detailed company and contact data that takes sales teams’ outreach efforts to the next level. Its primary benefits include

  • Company and contact data enrichment: Clearbit enriches existing customer data with additional information, such as company size, industry, funding details, and social media profiles.
  • Data-driven decision-making: Clearbit’s insights and data help sales reps tailor their messaging, understand prospects’ needs, and uncover new business opportunities. Data-driven decision-making is crucial in B2B sales, and this tool is thus indispensable to B2B SaaS sales operations.

Document Management Systems: Google Workspace

Document management tools used in outbound sales are very common yet super essential. Google Workspace is a cloud-based productivity tool suite with document management capabilities. It allows sales teams to create, share, and collaborate on sales collateral, contracts, and proposals. Google Workspace is a simple tool but is far useful to be ignored. Here’s why. 

  • Document creation and editing: Google Docs enables collaborative creation and document editing with version control.
  • File sharing and permissions: Google Drive allows easy sharing of documents with internal teams and external stakeholders, providing granular control over access permissions.
  • Real-time collaboration: Multiple users can work on the same document simultaneously, facilitating real-time collaboration and feedback.


In the highly competitive landscape of B2B SaaS, leveraging the right tools is paramount for successful outbound sales. Salesforce, Outreach, Yesware, ZoomInfo, Leadfeeder, SalesLoft, Clearbit, Google Workspace, Calendly, etc., are among the best available tools used in outbound sales. By incorporating these tools into your sales process, you can streamline workflows, improve efficiency, and achieve exceptional results in your outbound sales efforts.

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