What Are B2B Sales Tools?
B2B sales tools are software platforms that help you find prospects, start conversations, and close deals. These platforms handle the work that used to take hours of manual research and data entry.
Modern sales software does more than store contact information. It tells you which accounts are ready to buy, automates your outreach across email and phone, and shows you exactly where deals are stuck in your pipeline.
Core capabilities include:
Prospecting and data intelligence: Verified contact information, company details, and signals that show when accounts are actively researching solutions
Sales engagement: Automated outreach sequences across email, phone, and social that let you personalize at scale
Conversation intelligence: Call recording and analysis that surfaces what's working in your pitch and where deals are at risk
Pipeline management: CRM systems that track every opportunity and forecast revenue with accuracy
Deal closing: Document automation and e-signature tools that remove friction from contracts and proposals
The right stack reduces prospecting time and frees your team to spend more hours actually selling.
B2B Sales Tools Comparison
Here's how the top platforms compare:
Platform | Primary Focus | Key Strength | Best For |
|---|---|---|---|
ZoomInfo | Data Intelligence + Engagement | AI-powered prospecting with intent signals | Mid-market to Enterprise |
Apollo | Prospecting + Outreach | All-in-one platform with strong free tier | SMB to Mid-Market |
Gong | Revenue AI Platform | AI-powered revenue optimization and deal insights | Revenue teams across the sales lifecycle |
Salesforce | CRM | Customization and ecosystem | Enterprise |
HubSpot | CRM + Marketing | Ease of use and unified platform | Growing teams |
Outreach | AI Revenue Workflow Platform | Multi-channel engagement and revenue optimization | Revenue teams with complex sales cycles |
Salesloft (merged with Clari) | Revenue Orchestration | Unified engagement and revenue intelligence | Mid-market to enterprise revenue teams |
Clari (merged with Salesloft) | Revenue Orchestration | AI-powered forecasting and workflow automation | Revenue operations and sales leadership |
LinkedIn Sales Navigator | Social Selling | Relationship mapping | Account-based sellers |
Dealfront | European Data | GDPR-compliant prospecting | EMEA-focused teams |
Chili Piper | Scheduling | Lead routing automation | Inbound sales teams |
PandaDoc | Document Automation | Proposal and contract management | Deal closing |
Lavender | Email Coaching | AI-powered email optimization | SDR teams |
Best B2B Sales Tools
These platforms solve specific problems across the sales cycle. Each one addresses a workflow bottleneck that slows down pipeline generation or deal velocity.
1. ZoomInfo
ZoomInfo gives you direct access to decision-makers through verified contact data, company intelligence, and buyer intent signals. The platform maintains a large, continuously verified database of contacts and companies, keeping email addresses and phone numbers current. You get technographic data showing what technologies companies use, firmographic details like revenue and employee count, and intent signals that identify accounts actively researching solutions in your category.
GTM Workspace brings all this intelligence into a single interface where you can build prospect lists, launch outreach campaigns, and track engagement. Copilot acts as your AI assistant, analyzing account data to suggest which prospects to contact next and automating repetitive tasks like list building and contact research. The platform syncs directly with Salesforce, HubSpot, and other major CRMs to enrich your existing records and surface insights where your team already works.
ZoomInfo has earned recognition from Gartner and Forrester for data accuracy and platform capabilities. The system maintains GDPR, CCPA, and SOC 2 compliance, meeting enterprise security and privacy requirements.
Key Features:
Real-time buyer intent signals that identify accounts actively researching solutions in your category
AI-powered Copilot that automates prospecting workflows and surfaces the next best action
Native CRM integrations with bi-directional sync for Salesforce, HubSpot, and Microsoft Dynamics
Contact and company data enrichment that fills gaps in your existing records automatically
Multi-channel engagement workflows that combine email, phone, and social outreach in coordinated sequences
Technographic and firmographic filters for building precise target account lists
Automated prospecting lists that update based on your custom criteria and buying signals
GTM Studio for building custom orchestration workflows triggered by specific account changes
2. Apollo
Apollo combines a prospecting database with sales engagement tools in one platform. The system includes contact information paired with email sequencing and outreach automation. You can build prospect lists using filters for industry, company size, and job title, then launch automated email campaigns from the same interface.
The platform offers email verification to reduce bounce rates and sequence templates for common outreach scenarios. Apollo integrates with LinkedIn, letting you prospect directly from profiles and company pages. Basic analytics show how your sequences perform and which messages drive responses.
Apollo provides a free tier with limited contact credits and basic engagement features. The platform connects with Salesforce and HubSpot to sync contact and activity data back to your CRM.
Key Features:
Prospecting database with contact and company information across industries
Email sequences with automated follow-up scheduling based on recipient actions
LinkedIn integration for profile-based prospecting and connection requests
Outreach automation across email and phone with activity tracking
Basic CRM integrations with Salesforce and HubSpot for data sync
Email verification to check deliverability before sending
Reporting on sequence performance, reply rates, and meeting bookings
Chrome extension for prospecting while browsing LinkedIn and company websites
3. Gong
Gong operates as a Revenue AI Operating System designed to optimize revenue outcomes through AI-powered intelligence, automation, and data unification. The platform goes beyond call recording to deliver comprehensive revenue capabilities including sales engagement, forecasting, deal management, and AI agents that automate revenue-critical actions. Gong has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Revenue Action Orchestration.
The system records and transcribes sales calls, identifies key topics and questions, and surfaces patterns across your wins and losses. AI detects deal risks, coaching opportunities, and competitive mentions that you might miss in real-time conversations. The platform tracks metrics like talk ratio, question frequency, and topic coverage to help managers coach sellers on effective conversation techniques.
Gong integrates with Zoom, Microsoft Teams, and other web conferencing tools to automatically capture calls. Insights sync back to your CRM so deal health scores and risk alerts appear where you manage opportunities. You get a searchable library of every call your team has conducted for onboarding new reps, gathering competitive intelligence, and sharing best practices across the team.
Key Features:
Call recording and transcription with automatic capture from web conferencing tools
Deal risk alerts based on conversation patterns, sentiment, and engagement levels
Coaching insights that identify skill gaps and improvement opportunities for each rep
Analytics on talk ratio, question types, and topic coverage compared to winning deals
CRM and engagement platform integrations that sync insights to opportunity records
Competitive intelligence tracking from mentions and objections in calls
Searchable call library for training, onboarding, and reference
Team performance dashboards showing conversion rates and activity levels
4. Salesforce Sales Cloud
Salesforce provides enterprise CRM capabilities with extensive customization for complex sales processes. The platform manages opportunities, accounts, and contacts while offering workflow automation, forecasting, and reporting. The AppExchange marketplace includes thousands of third-party integrations and extensions.
You can create custom objects, fields, and processes that match your specific business requirements. Salesforce includes pipeline management features that track deal stages, probability, and expected close dates. Forecasting tools roll up projections across teams and regions with hierarchical visibility.
The platform requires significant implementation effort but delivers flexibility for organizations with unique sales motions. Dedicated sales operations teams typically configure and maintain the system.
Key Features:
Opportunity and pipeline management with customizable stages and fields
Forecasting tools with hierarchical rollups across teams and regions
Workflow automation using Process Builder and Flow for complex business logic
AppExchange marketplace with thousands of pre-built integrations
Reporting and dashboards with custom metrics and visualizations
Territory and quota management for distributed sales teams
Mobile app for field sales access to accounts and opportunities
Einstein AI for lead scoring and opportunity insights
5. HubSpot Sales Hub
HubSpot offers a CRM that combines sales and marketing functionality with minimal setup. The system includes email tracking, meeting scheduling, and pipeline management in an interface designed for ease of use. A free CRM tier provides basic contact management and deal tracking.
The platform tracks email opens and clicks, logs calls and meetings automatically, and provides templates for common outreach scenarios. Deal pipelines visualize opportunities across stages with drag-and-drop functionality. HubSpot's marketing tools integrate directly, aligning lead generation and nurturing with sales follow-up.
Growing teams use HubSpot when they need a unified platform without extensive configuration. The system includes onboarding resources and support designed for teams without dedicated sales operations staff.
Key Features:
Email tracking with open and click notifications in real-time
Meeting scheduling with calendar integration and automated booking links
Deal pipelines with visual stage management and drag-and-drop updates
Contact management with automatic activity logging from email and calls
Marketing and sales alignment through shared contact and company records
Email templates and sequences for consistent outreach
Reporting on sales activity, pipeline health, and conversion rates
Free CRM tier with core functionality for small teams
6. Outreach
Outreach operates as an AI Revenue Workflow Platform designed to optimize revenue operations across the entire sales lifecycle. The platform extends beyond traditional sales engagement to include conversation intelligence, deal management, and AI-powered forecasting capabilities alongside its multi-channel cadence management. The system automates sequence execution while letting you personalize messages at scale, with A/B testing functionality to help you optimize messaging and timing.
The platform tracks engagement metrics across sequences and provides analytics on what drives responses. Outreach integrates with CRM systems to log activities and update records automatically. A built-in dialer handles phone outreach with local presence and voicemail drop capabilities.
SDR and BDR teams use Outreach to run high-volume outbound campaigns. Managers get visibility into team activity and sequence performance through dashboards.
Key Features:
Multi-channel cadences combining email, phone, and social in coordinated sequences
Sequence automation with conditional logic based on prospect actions
A/B testing for message optimization across subject lines and content
Engagement analytics on reply rates, meeting bookings, and conversion by sequence
CRM integrations with automatic activity logging to Salesforce and other platforms
Built-in dialer with local presence and voicemail drop
Team performance dashboards showing activity levels and outcomes
Content management for sharing templates and best practices
7. Salesloft
Salesloft operates as an AI-powered Revenue Orchestration Platform following its official merger with Clari. The unified platform combines sales engagement, revenue intelligence, conversation intelligence, deal management, and forecasting capabilities to optimize workflows and prioritize buyer signals across the entire revenue cycle. The platform includes a cadence builder that maps multi-step sequences across channels with integrated call recording and coaching features.
Pipeline analytics connect engagement activities to revenue outcomes, showing which actions drive deals forward. Salesloft integrates with CRM platforms to sync contact data and log activities. Conversation intelligence features analyze calls for coaching opportunities.
Mid-market to enterprise revenue teams use Salesloft when they need structured engagement workflows combined with comprehensive revenue intelligence. The platform provides templates and best practices for common sales motions.
Key Features:
Cadence builder with multi-channel steps and conditional branching
Integrated dialer with call recording and local presence
Call recording and analysis for coaching and quality assurance
Pipeline analytics linking engagement activity to revenue outcomes
Coaching tools for manager feedback and rep development
CRM integrations with bi-directional sync for Salesforce and Dynamics
Email tracking and templates for consistent messaging
Team analytics showing activity levels and conversion rates
8. Clari
Clari operates as a Revenue Orchestration Platform following its official merger with Salesloft. The unified platform leverages AI and Revenue Context to unify data, orchestrate workflows, and guide revenue-critical actions across the entire sales lifecycle. The system includes seven integrated product modules: Capture (data quality), Inspect (opportunity management), Align (buyer collaboration), Copilot (conversation intelligence), Forecast (AI-powered forecasting), Analyze (revenue analytics), and Groove (sales engagement suite formerly Salesloft).
The platform aggregates data from your CRM, email, and calendar systems to provide a complete view of deal health. AI identifies risks and opportunities based on activity patterns and engagement levels. Forecast accuracy improves through analysis of historical data and current pipeline signals. Pipeline inspection tools help managers identify deals that need attention.
Revenue operations and sales leadership use Clari when they need comprehensive visibility into forecast accuracy, pipeline health, and orchestrated workflows across the revenue organization. The platform focuses on predictability and risk mitigation through unified intelligence.
Key Features:
Forecast accuracy with AI-driven predictions based on historical patterns
Pipeline inspection showing deal health scores and risk indicators
Deal risk identification based on activity patterns and engagement levels
RevOps dashboards with organizational metrics and trend analysis
Data aggregation across CRM, email, and calendar for complete deal context
Historical trend analysis for identifying patterns in wins and losses
Collaboration tools for deal reviews and forecast calls
Integration with major CRM platforms and sales engagement tools
9. LinkedIn Sales Navigator
LinkedIn Sales Navigator provides social selling capabilities built on LinkedIn's professional network. Advanced search filters help you find prospects based on job title, company, industry, and other criteria. Lead recommendations surface based on your saved searches and account preferences.
InMail credits let you reach prospects outside your network. The platform tracks profile views and engagement to help you prioritize outreach. Sales Navigator integrates with CRM systems to sync LinkedIn activity and profile data.
Account-based sellers use Sales Navigator when they leverage relationships and warm introductions. Account insights show recent news, job changes, and company updates.
Key Features:
Advanced search with detailed filters for job title, company, industry, and more
Lead recommendations based on your saved searches and preferences
InMail credits for direct outreach to prospects outside your network
Account insights with company updates, news, and organizational changes
CRM integrations for syncing LinkedIn activity to Salesforce and other platforms
Profile view tracking to identify prospects who've viewed your profile
Saved searches with alerts when new prospects match your criteria
TeamLink for leveraging colleague connections and warm introductions
10. Dealfront
Dealfront provides B2B data and prospecting tools with a focus on European markets. The platform includes company information for European businesses with GDPR-compliant data collection. Website visitor identification shows which companies are browsing your site.
Contact data for decision-makers at target accounts helps you reach the right people. Account-based prospecting features help teams identify and prioritize opportunities in specific markets. The platform focuses on compliance with European data privacy regulations.
EMEA-focused go-to-market teams use Dealfront when they need regional data coverage. The platform combines prospecting data with visitor intelligence for inbound and outbound motions.
Key Features:
European company data with GDPR compliance and verified contact information
Website visitor tracking and identification showing which companies visit your site
Company identification from IP addresses with firmographic details
Account-based prospecting tools for building target account lists
Contact data for European decision-makers across industries
Intent signals from website behavior and content consumption
CRM integrations for data enrichment and activity sync
Lead scoring based on visitor behavior and engagement
11. Chili Piper
Chili Piper automates scheduling and lead routing for inbound sales teams. The platform enables instant booking from web forms, eliminating back-and-forth email scheduling. Leads get distributed to the right sellers based on territory, product, or round-robin rules.
The system integrates with forms and landing pages to offer meeting times directly in the conversion flow. Handoff automation routes qualified leads from SDRs to account executives. Analytics show speed-to-lead and booking rates.
Inbound sales teams use Chili Piper when they need to maximize conversion from form fills to meetings. The platform reduces the time between lead capture and first conversation.
Key Features:
Lead routing with territory and product rules for automatic assignment
Instant scheduling from web forms with real-time availability
Form integrations for inline booking without leaving the page
Round-robin distribution across teams with workload balancing
Speed-to-lead optimization through automated routing and booking
Handoff automation from SDR to AE with context transfer
Booking rate analytics showing conversion from form to meeting
Calendar integrations with Google Calendar and Outlook
12. PandaDoc
PandaDoc provides document automation for proposals, quotes, and contracts. The platform includes templates for common document types with merge fields that pull data from CRM systems. E-signature functionality enables digital signing without printing or scanning.
The system tracks document views and time spent on each section to provide insights into buyer engagement. CPQ capabilities generate quotes with pricing tables and product configurations. Integration with CRM and payment systems streamlines the closing process.
Sales teams use PandaDoc when they need to accelerate deal closing through faster document turnaround. The platform reduces manual document creation and approval cycles.
Key Features:
Proposal templates with CRM data merge for automatic population
E-signature with legally binding digital signing and audit trails
Contract management and version control for tracking changes
CPQ support for quote generation with pricing tables
CRM integration for data sync with Salesforce and HubSpot
Document analytics showing engagement, views, and time spent
Payment processing integration for collecting payments directly
Approval workflows for internal review before sending
13. Lavender
Lavender provides AI-powered email coaching that scores and improves your sales emails in real-time. The platform analyzes emails for personalization, clarity, and likelihood of getting a response. Suggestions cover subject lines, opening sentences, and call-to-action placement.
The system integrates with email clients to provide feedback as you compose messages. Personalization scoring measures how tailored each email is to the recipient. Best practices for cold email come from analysis of high-performing messages.
SDR teams use Lavender when they send high volumes of cold outreach. The platform helps improve reply rates through data-driven email optimization.
Key Features:
Email coaching with real-time scoring as you write
Personalization scoring for each message with improvement suggestions
Reply rate optimization suggestions based on successful patterns
Cold email best practices from analysis of high-performing messages
AI writing assistance for improving clarity and tone
Inbox integration for Gmail and Outlook with browser extension
Team performance benchmarking showing reply rates across reps
Mobile scoring for reviewing emails on phone
How to Choose B2B Sales Tools
Your team size, sales motion, and existing tech stack determine which tools make sense. Evaluate platforms against specific workflow bottlenecks rather than feature lists. Focus on solving your biggest problems in prospecting, engagement, or pipeline management.
Data Quality and Coverage
Bad data quality wastes time on bounced emails, wrong numbers, and outdated contacts. Your prospecting efficiency depends entirely on whether you're reaching the right people with current information.
Look for platforms that verify contacts regularly and show you their data sources. Check coverage in your target markets and industries. Ask about email deliverability rates and how often the database gets updated.
Key considerations:
Contact verification methods and how often records get checked
Email deliverability rates and bounce rate history
Geographic and industry coverage matching your ICP
Technographic and firmographic data depth for targeting
Integration with Your CRM and Tech Stack
Native integrations determine whether your tools work together or create data silos. API-only connections often break or require custom development to maintain.
Check how platforms connect with your CRM, engagement tools, and other core systems. Look for bi-directional sync that updates records in both directions. Verify that field mapping works with your custom objects.
Key considerations:
Native integrations with your CRM platform, not just API access
Bi-directional sync for contact and activity data flowing both ways
Field mapping flexibility for custom objects and fields
Sync frequency and whether updates happen in real-time
AI and Automation Capabilities
AI features range from basic workflow triggers to predictive insights and autonomous actions. Some tools just automate repetitive tasks. Others provide intelligent recommendations based on buyer behavior and historical patterns.
Understand what AI-powered means for each platform. Ask whether the system learns from your data or uses generic models. Check if automation requires manual setup or adapts automatically.
Key considerations:
AI-driven insights versus simple rule-based automation
Predictive capabilities for deal scoring and account prioritization
Autonomous actions that reduce manual work without oversight
Learning capabilities that improve recommendations over time
Scalability and Enterprise Readiness
Security certifications, user management, and support levels determine whether a tool grows with your team. Platforms that work for five reps often break at fifty.
Check whether the system handles increasing data volumes and user counts. Look for security certifications like SOC 2, GDPR compliance, and CCPA adherence. Verify support tiers and response times.
Key considerations:
Security certifications including SOC 2, GDPR, and CCPA compliance
User management and permission controls for team administration
Support tiers, response times, and dedicated account management
Vendor financial stability and product roadmap transparency
Frequently Asked Questions About B2B Sales Tools
How do CRM systems differ from sales intelligence platforms?
CRM systems store and manage your existing customer relationships and track deals through your pipeline. Sales intelligence platforms provide external data to find and prioritize new prospects before they enter your CRM.
What pricing models do B2B sales tools typically use?
Most platforms price per user per month or by data credits consumed. Costs range from free tiers with limited features to enterprise contracts at several hundred dollars per user monthly, depending on data access and functionality.
Do sales tools integrate with marketing automation platforms?
Most major sales platforms connect with marketing automation tools like Marketo, Pardot, and HubSpot Marketing. These integrations share data on lead scoring, campaign engagement, and account activity between teams.
How does intent data help prioritize outbound prospecting?
Intent data tracks when prospects research topics related to your product by monitoring content consumption and search behavior. This signals buying interest and helps you prioritize accounts showing active research over cold prospects.
What metrics should you track to measure sales tool ROI?
Track pipeline generated, time saved on prospecting, and conversion rates before and after implementation. Compare cost per meeting booked and cost per closed deal to quantify the impact on your sales efficiency.
Start Building Pipeline with ZoomInfo
The right sales tools solve specific workflow problems across prospecting, engagement, and pipeline management. Your choice depends on team size, sales motion, and existing systems.
Focus on these factors:
Data quality and coverage in your target markets
Integration depth with your CRM and core systems
AI capabilities that reduce manual work
Scalability to support team growth
ZoomInfo delivers comprehensive B2B intelligence that combines verified contact data, buyer intent signals, and AI-powered engagement in a single platform. Mid-market and enterprise revenue teams use ZoomInfo as their data foundation and workflow automation layer to accelerate pipeline generation.
Request a demo to see how ZoomInfo accelerates your pipeline.

