Digital Sales Toolkit Helps You in Convert the Leads to Deals | optimiser


Convert leads to deals with this digital sales toolkit

Digital selling

Modern sales tools

Benefits of a digital sales toolkit

Optimiser’s sales toolkit

CRM-integrated selling



Digital selling

Until recently many salespeople (especially B2B salespeople) have managed to avoid modernising their sales strategy, on the premise that great sales relationships are best made in person. However, now a strong handshake and paid-for lunches are off the table, salespeople are having to finally make the leap into digital selling.

Digital selling now encompasses every part of the sales cycle from generating prospects, through nurturing leads, to drafting up contracts and invoices. Advances in cloud computing, automations, analytics and AI have meant that digital sales tools are now more affordable and accessible than ever. In short, there’s no reason not to invest!

If all you’re using is CRM tools, it’s likely that by now your market competitors are outperforming you. No matter what size your company is or what industry you are part of, digital sales toolkits will help you turn more of your leads into deals and increase revenue. Sold yet? We thought so! Read on to find out how to begin your journey optimising your leads funnel with sales tools.



Modern sales tools

Now businesses of all sizes can afford to implement automations and analytic tools into their daily functions, the sales process can be more efficient than ever. The customer has access to more information about your business than they ever would have before, and so modern sales tools support a consultative and “honest” sales relationship by helping you to build relationships with prospects, customers and their influential sources.

  • Artificial Intelligence
    • Artificial Intelligence (AI) is no longer a science fiction concept seen in movies, it is an achievable way of cleaning, collecting and understanding complex data processes. By making predictive lead forecasts, sales projections and evaluations on the performance of your company as a whole, you can achieve even more with fewer resources: boosting both revenue and productivity.
  • Marketing Automation
    • Marketing automations link sales closely to the prospect generating activities and unite the departments to streamline the lead funnel. By gaining a better idea of where your most lucrative clients are coming from, and why, you will find the number of closed-won accounts passed along the funnel from sales sees a large boost.
  • Website Tracking Software
    • Understand where your main funnels originate, your biggest source of income from marketing activities and the performance of your website using website tracking software. By tracking and creating reports on your customer journeys you can allocate resources where they are best needed, and prioritise your most promising prospects.
  • “Offline” Tracking
    • Track the activity of your prospects offline with a complex Contacts database that allows you to view and log details like linked companies, company activity, LinkedIn activity, and any other information that may have a bearing on how you proceed to onboard that client.



The benefits of a digital sales toolkit

  1. Automations

Automations in your digital sales suite saves your sales teams’ valuable time on manual, repetitive or lengthy daily tasks. Automations span the full sales funnel: from predictive lead scoring for prospects, to lead nurturing, to invoice generating. By both decreasing the amount of time and resources needed to make a sale and simultaneously prioritising the biggest deals, you will see a huge boost in productivity from your digital selling tools.

  1. Combined Marketing

Digital sales toolkits allow your sales and marketing teams to unite their efforts in lead generation and management. All audience demographic data can be shared easily with the sales team and turned into vital metrics about your most valuable prospects, helping sales reps to allocate time and financial resources better: boosting both revenue and productivity.

  1. Data storage

Based on the cloud, having a digital sales toolkit allows you to set up processes that automatically collect and store your key data. The best thing? Because the servers holding your information are not located onsite, any maintenance or errors are swiftly fixed by an external team, giving you total peace of mind about your data security. Whatsmore, the cloud is a totally flexible storage space, meaning you can upload an unlimited amount of information to your files and access them any time, from any device anywhere in the world.


Optimiser’s sales toolkit

Optimiser’s sales toolkit is a comprehensive suite of digital sales tools, integrated with the powerful core CRM module. By allowing each user their individual access to a shared drive, sales processes are streamlined and customer data flows seamlessly from acquisition stage through a personalised funnel to a closed won account.

With access to every digital toolkit your business could need, unified under a single affordable subscription, you can allow every member of staff to work in synchrony on a project, no matter where they are in the world. Customise access to your key pipelines, accounts and projects and monitor updates from a single platform to increase business intelligence at a glance.


CRM-integrated selling

Customer relationship building

When you integrate your sales tools with your core CRM kit, it allows you to keep the customer experience the key focus of your sales funnel. These days, customers don’t like being blatantly sold to. In a world with plenty of choice: from price range to global locations, customers are looking for excellent and dependable service, and it is up to you to provide that for them.

“Sales is not about selling anymore, but about building trust and educating”

Siva Devaki

Conversational selling

Futuristic sales are dependent on conversational and genuine selling, rather than creating and delivering tactic-heavy sales pitches. By integrating CRM tools into your sales strategy, prospects can be qualified and nurtured according to large banks of personal customer information that your digital tools collect about them: from user journey across your touchpoints to purchase history. 

Turning the sales pitch into a conversation means the lead progresses more naturally through your pipeline and results in a sales relationship that leaves the customer knowing exactly how your product or service meets their needs: resulting in higher conversions, deal closures, and cross-selling opportunities.


Optimiser is a comprehensive CRM software company, providing businesses a customisable solution to their personal goals for sales, productivity, and growth. Powerful integrated modules include lead management software, a B2B sales toolkit, automated marketing suite and more for sale under a single subscription. Try Optimiser’s CRM software demo with access to the full Enterprise Licence FREE for 30 days, and find out how you can skyrocket productivity in just one month!


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Further Resources

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