Use these General Sales Tools to Boost the Efficiency and Profit of Your Online Sales

Vanessa Copley

Sales and the technology tools to assist those sales are a vital part of any business -using the right general sales tools for your business model can save time, automate tasks, simplify reporting on metrics and increase both your bottom line and the time you have to work ON your business, not IN it.

There are a variety of types of tools you can use. CRMs help you manage all your client data, from contact info to marketing campaigns, billing and transactions and more. Other tools, like lead gen tools, help you bring in the customers you need to create a successful campaign. Analytics tools help you to optimize your marketing efforts and know where to focus your efforts. Payment processors are tools that allow you to transact with your customers online and manage your billing, subscriptions, refunds and so forth.

Let’s break each of these categories down.

1. CRMs

CRM software is an amazing general sales tool. With a CRM like Infusionsoft (Keap) or ActiveCampaign, you can manage your customers from the moment they first contact you, all the way to the point where they make a purchase. They are powerful tools because they allow you to stay in touch with your current customers and also find new ones easily by targeting people who have shown interest in your products or services with lead scoring and tagging features. You can also create forms and landing pages, manage sales and refunds, and create sales pipelines with these CRMS.

2. Lead Generation

Lead generation tools like LeadPages and ClickFunnels can offer your business a great way to quickly make landing pages that convert like crazy. They have a great way of making your landing pages and forms look professional, while also being easy to use. You can start with a free version of these platforms, but if you’re planning on doing any kind of serious business online then I highly recommend upgrading to their paid plans which will give you access to more features like integrations with other apps.

3. Analytics Tools

Analytics tools such as SegMetrics (ok, we’re a little biased, but we have a GREAT tool) can help you track your analytics and understand what’s working and what’s not. Analytics tools can help you see where visitors are coming from, what ads or marketing pieces you have that are working to bring in SALES and not just leads. With SegMetrics, you can track your sales attribution for an unlimited amount of time, unlike many built in reporting tools that only allow you to see a two week attribution window. We understand that many sales processes take much more time, and that without deep attribution, you can’t get a true picture of your sales success.

4. Payment Processing

Payment processors are another vital general sales tool. If you use an all in one CRM, many times they will have those built in. If you are using a stand-alone payment processor, though, Stripe is a very popular choice on the market today, and they offer a very easy to use API, so you can easily integrate it with any platform. Stripe also offers robust reporting and dashboards to make seeing your sales, MRR, refunds, returns and more easy.

SegMetrics integrates with any of these tools, bringing you deeper insight into your marketing success, paid ad attribution, funnel metrics and overall business health. Start your free trial today to fully understand the difference that having accurately attributed data can make on your bottom line.

Vanessa Copley


Vanessa Copley is a business automation specialist and the founder of Custom Client Journey. She specializes in client journey management and bringing the human touch to your automated experience. In her free time, she enjoys reading fantasy and horror novels, practicing Tang Soo Do and spending time with her amazing children, the love of her life, and their 15 birds and 2 dogs.

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