Vetted Tech Tools to Automate your B2B work and save time!

1) Copper (CRM): Having tested many other CRM, Copper is probably the leanest, easiest to use CRM. It is important to note that it works best with the Google Suite

2) Sales Navigator (Lead & Contact Generation): Linkedin Sales Navigator is the best tool we found to find and contact new leads.

3) Surfe: Surfe is a widget that connects to Linkedin and Copper and allows you to easilly synchronize your data between your CRM and Linkedin. You will be able to create new contacts or leads in the CRM straight from Linkedin. It will also help you track the messaging activity counting how many Linkedin messages were sent etc.

4) Read.ai: An ai tool that automatically records your online sales meetings, generate transcripts and meeting summary. An must needed sales tool to never forget what your customers or prospects said. You can also monitor, if you are a manager, the quality of the sales calls and use the recording for training purposes.

5) Loom: A great way to interact and engage with your clients and prospects with easy to make video recording of yourself and your screen. A great tool to minimize the number or meetings, create a good impression and send data prior to your sales meetings to ensure those become very productive when you have them!