5 Sales Funnel Software to Bring You Better Leads and Clients
By Any business worth its salt aims to draw in leads and turn them into their clients.
But how can you make that process more efficient? Sales funnels are the key, which is why we’ll be discussing the best tools to build a high-converting sales funnel quickly.
Introduction: Why build sales funnels?
A sales funnel covers all the processes and steps involved in attracting leads, turning them into prospects, and then converting them into paying customers.
Here’s a visual representation to put things in perspective:
So, without efficient sales funnels—ergo, without new customers—it’s impossible for a business to keep growing and thriving.
We’re sharing five of the best tools for building a sales funnel. From getting on a face-to-face call to with prospects to finding the data needed to feed your pipeline, these will help you earn more leads and close more sales.
1. Dialpad
A unified communications as a service (UCaaS) that’s based on hosted VoIP technology, Dialpad is the versatile communications hub and virtual workspace you need to work from anywhere, and from any device.
What makes it great?
Thanks to its many integrations, Dialpad is a highly customizable solution that does more than act as a business phone. It brings together all your favorite apps, letting you handle everything from sending emails to managing CRM to processing data in a single app.
Dialpad offers crystal-clear audio and video quality, making it feel like you’re having face to face conversations. That’s fantastic for connecting with leads and humanizing your brand in their eyes.
It also includes a sophisticated AI feature. Dialpad Ai helps you take notes, record meetings, and much more, depending on what you need from it. And since it’s based on machine learning algorithms, it self-improves the longer you use it.
Pricing and implementation
With three pricing plans to choose from, Dialpad accommodates any budget regardless of your business size. Those plans are Standard, costing $15 per month per user, and Pro, which costs $25 per month per user. There’s also Enterprise, which requires you to contact Dialpad for a custom quote.
To implement Dialpad, all you have to do is create an account. You can then access this via the mobile or desktop app, or by logging in to the browser version.
Dialpad is highly customizable. Once you’ve created your account, you can install integrations to turn it into your ideal UCaaS solution.
2. PandaDoc
PandaDoc is a sales proposal software tailored towards streamlining your document workflow.
Because it’s highly customizable, you can set PandaDoc up to work for you in exactly the way you need it to. It comes with a lot of integrations and features, so you can get exactly what you need out of it.
What makes it great?
For starters, PandaDoc has been named number one by G2 users in a few key categories, including Proposal Grid, Contract Management Grid, and Online Form Builder Index. That’s a solid indication of the utility it brings to your company.
PandaDoc also helps you get through your workflows more efficiently. It does that by replicating your existing workflows, letting you create, send, and track documents way more quickly.
The end result is a tool that helps you close deals and create sales proposals efficiently.
Pricing and implementation
If you’re looking to use PandaDoc as an eSign tool, you can do that for free. This version of the tool comes with the ability to collect payments for an unlimited number of documents.
To get access to PandaDoc’s more advanced features, you’ll want to choose one of its fixed pricing plans. Those are the Essentials and Business plans, running at $19 per user per month and $49 per user per month, respectively. If you’re interested in their Enterprise plan, it’s best to get in touch with them and work something out on an individual basis.
Once you’ve installed PandaDoc, you can customize the platform to your needs. In particular, with the Business and Enterprise plans, you can automate document workflows to work as efficiently as possible.
3. Amplemarket
Selling products is only becoming more complicated as technology evolves and grows steadily more sophisticated. Thankfully, tools like Amplemarket help you stay on top of things.
Whether you need to track your SaaS KPIs, locate data to make it easier to close deals, or employ AI in your business, Amplemarket has your back.
This all-inclusive sales tool covers all your bases, leaving you with the space and resources you need to focus on creating new plans and generating more leads into your funnel.
What makes it great?
A key part of closing sales in today’s competitive markets is knowing how to market directly to prospects, and the best way to do that is through personalization. That’s why Amplemarket helps you get to three times the level of personalization in your messages, so your customers know you care about them personally.
Amplemarket also emphasizes the importance of boosting your conversion rates. It does that by helping you set up multi-channel sequences that send leads through the sales funnel more quickly and efficiently.
And thanks to its built-in AI, Amplemarket lets you get all of this, and more, done rapidly.
Pricing and implementation
Amplemarket starts new customers off with a demo to give them a clear idea of what the software can do. After the demo period is complete, you’ll negotiate a price with the Amplemarket team directly; there’s no one-size fits-all price bracket available.
4. Loom
Every business, from SaaS marketing agencies to online retailers to healthcare providers, needs to keep track of their communications. That’s because communications are the backbone of a lot of business processes, including planning, outreach, and anything that relies on teamwork.
That’s why Loom makes it easy to stay on top of business communications by letting you record audio and video seamlessly.
Loom makes it easy to record your screen and camera. This leaves you with a physical, replayable record of any conversations you’ve had. And since it’s compatible with mobile devices as well as laptops, you don’t need to exclude any of your conversations with Loom.
What makes it great?
Loom understands that communications may need to be reviewed by just about anyone. That’s why they make it super easy to share your videos with others—simply send them a link, and they can play any footage you share without needing to create their own account.
Sometimes, it can be difficult to stay on top of everything that’s said in a video meeting, particularly a longer one. Loom’s time-stamped comments feature makes this much easier.
Loom’s videos are also highly customizable. With features to help you draw on the footage, insert calls to action, and let viewers comment freely, Loom ensures the videos you end up with are exactly what you need.
Pricing and implementation
Loom’s most basic plan is entirely free. Of course, it doesn’t have the more expansive features that the other plans come with.
Those plans would be Business, at $8 per creator per month, and Enterprise. The latter is priced on an individual case-by-case basis, so if you’re a larger company, it’s worthwhile getting in touch to discuss the options available to you.
With versions available for Mac, Windows, iOS, and Android, Loom is a flexible tool ready for deployment on any devices you may be using. All you need to do is download the desktop or mobile app, or to get the Chrome extension, and it’ll be ready to go.
5. Captain Data
Data automation software like Captain Data helps you streamline your business processes. That’s fantastic when you’re looking to improve your sales funnel, as well as when you’re creating a new sales funnel from the ground up, because it frees up tons of space in your teams’ daily schedules.
At the same time, these types of tools help you make sense of all the information your business generates and processes.
For example, let’s say you’re trying to get a better idea of your customer acquisition cost vs lifetime value. You could manually work out each one and then figure out what they mean for your business… or you could let a tool like Captain Data handle all of that for you.
What makes it great?
Captain Data’s compatibility with over 30 sources on the Internet makes it both flexible and widely usable no matter where your data is typically stored or collected.
The software is also accessible to users with no experience in coding. Its workflows can be set up using pre-existing templates, so you can simply adjust them to your needs rather than manually create each one.
On top of that, Captain Data saves you from needing to switch between many tools for processing and collecting your data. Instead of relying on spreadsheets, data, and tools, you can gather it all into a single platform in the form of Captain Data.
Pricing and implementation
You can get started with Captain Data for free, with a 14-day trial that lets you figure out whether the solution is the right one for you. After that, there are two pricing options to choose between. The first is the Growth package, which costs $399 per month, while the Enterprise option runs at $2500 per month.
The Growth option is perfect for smaller businesses, as it’s designed to support up to five users. Enterprise allows for as many accounts as you need, and it comes with unlimited monthly tasks.
It’s quick and easy to set up—all you have to do is install Captain Data and you’ll be ready to start using it.
Optimize and improve your sales funnel
Your sales funnel is vital to your business health, simply because it’s the thing that keeps customers coming in to buy your products. That’s why you’ll want to build an excellent funnel as quickly as you can—and also why it’s always worth improving.
The apps we’ve covered above are great tools that help you make this happen.
If you’re interested in one or more of them, we can only highly recommend that you check out AppSumo’s deals—so you can get the tools you need, while creating space in your budget.
Bio:
Lewis Morfoot – accelerate agency
Lewis Morfoot is the Digital Marketing Specialist for accelerate agency–a SaaS digital marketing agency that exclusively partners with enterprise tech companies to scale their SEO, content, and digital marketing. Lewis has spent almost 8 years in performance marketing, specialising in paid media and particularly paid search. Here is his LinkedIn.