11 tool selezionati per ottimizzare i processi di vendita

Nel 2019  l’ottimizzazione dei processi di vendita è uno degli aspetti più ricercati per CRM e strumenti di vendita: automazione, pulizia dei dati, arricchimento dei dati, gestione dei documenti, raccolta di feedback e così via.

In questo articolo troverai 11 strumenti interessanti per semplificare le tue attività di vendita e far crescere il tuo business. La maggior parte dei tool indicato sono per gli utenti di Salesforce, ma puoi anche trovare molti strumenti utili velocizzare le tue attività giornaliere e risparmire tempo e denaro.

Migliora l’esperienza Salesforce


Geoplanning, prioritizzazione dei clienti, ottimizzazione dell’agenda, gestione automatica degli appuntamenti, migliore corrispondenza tra commerciale e client, ecc. Sono solo alcune delle funzioni di Mapadore per portare Salesforce.com al livello successivo.

Duplicate Check for Salesforce 

Quando ci sono troppi dati sul CRM, questo strumento ci aiuta a controllare se ci sono duplicati, per mantenere un database pulito.

Mass Update Tasks + Activities Tab + Multiple Tasks

L’aggiunta sequenziale di attività manuali può causare errori. Questo strumento automatizza le attività manuali e migliora Salesforce.


E’ essenziale raccogliere informazioni e feedback sulle attività che svolgiamo nei confronti di contatti e clienti. Formstack consente di creare facilmente moduli e sondaggi e aiuta a raccogliere tutte le informazioni su Salesforce

Salesforce Lightning for Gmail

Questo è uno strumento che non può mancare nel toolkit di un commerciale, in quanto permette:

– la gestione dei dati in tempo reale dai contatti o dagli account dei lead direttamente da Gmail

– il collegamento delle interazioni e-mail a Salesforce

Salesforce Lightning per Gmail è un plug-in gratuito per Gmail e sostituisce la Posta in Arrivo di Salesforce.

Zoominfo for Salesforce

Questo tool arricchisce automaticamente il tuo CRM con informazioni che non conosci su lead e account.

Grazie all’intelligenza artificiale, Data Enrichment, è in grado di offrire dati interessanti per l’operatore.

AddressTools Free

Aiuta a standardizzare le informazioni riducendo gli errori e aiutando concretamente le operazioni commerciali.

Fuori da Salesforce, per le vendite


Vuoi scoprire nuove aziende interessanti o capire meglio i tuoi concorrenti? Owler è uno strumento eccellente per effettuare analisi su specifiche aziende del settore e per competere con loro.


Strumento per tenere traccia delle relazioni effettuate via e-mail. Crystal aiuta a profilare il destinatario e a gestire meglio una negoziazione commerciale, grazie a specifi approfondimenti.


Clearbit migliora il tuo account e-mail e acquisisce dati da account e contatti collegati su Salesforce.


Strumento molto interessante per tenere traccia delle aziende che visitano il nostro sito e hanno rapporti sui progressi delle visite.

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