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7 FEATURES OF HIGHLY
EFFECTIVE SALES TOOLS
insights from
2
90% of sales reps think their company
has missed opportunities due
to ineffective use of available data.
So why are they still making gut decisions?
3
Data allows sales reps to
1. Create custom offerings, deals, and prices
2. Predict customer behavior
3. Develop cross-selling opportunities
4
BUT…
…first you need an effective sales tool.
5
If your sales tool is missing one of the following
7 crucial features,
it’s failing your team.
6
Necessary Sales Tool
Feature One:
Available Anywhere, Anytime
7
Sales reps can’t make real-time
decisions without real-time data.
8
They need information on the go.
They need cloud-based tools
for updated data, fast.
9
Necessary Sales Tool
Feature Two:
Easily-integrated With BI Tools
10
Many BI tools and sales tools don’t
speak the same language.
To get to sales data fast, you have
to break the language barrier.
11
Don’t use a sales tool that
competes with your BI tool.
It should support, enhance,
and strengthen it.
12
Necessary Sales Tool
Feature Three:
Easily-deployable
13
Common sales tool complaint:
The requirement of heavy
on-device programs
and data downloads.
This leads to slow data analysis
and frustrated sales reps.
14
Get to your data faster with
an easily-deployed and
accessible SaaS tool.
Upgrade quickly and often.
Start closing deals immediately.
15
Necessary Sales Tool
Feature Four:
Filterable and Segmentable
16
Successful sales reps segment
their data by customer type,
product, region, buyer
situation,
and other metrics to
offer the best deal.
17
You need this information
on the go.
Drill down to these elements with
the simple click of a button
with a solid sales tool.
18
Necessary Sales Tool
Feature Five:
Insightful & Enlightening
19
Your sales tool should connect the
dots for you.
20
It should point you to the
insights you need to:
1. Identify opportunities
2. Close deals
3. Drive profit increases
21
Necessary Sales Tool
Feature Six:
Customizable Dashboards
& Consumable Data
22
Everyone likes to look at their data
differently.
Overwhelming data shouldn’t be
the sales tool default.
23
Instead, create customizable
dashboards, and reports.
Even on the go.
Get your data when you
need it – in real time.
24
Necessary Sales Tool
Feature Seven:
Intuitive User Experience
25
Need hours of training just
to use your tool?
What a waste of time.
Frustrating tools get
you nowhere.
26
The best sales tools require
a few quick demos.
Minimum.
27
Where does your sales tool stand?
KiniMetrix provides actionable insights
on the go for a stronger sales team.
Click here to view a video demo and
see how KiniMetrix can do this for you.
Find Actionable Insights in Your Data

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7 features of Highly Effective Sales Tools