Key takeaways

• AEs in 2024 need tools for pipeline management, buyer engagement, forecasting, and automation.
• Using a Digital Sales Room like trumpet boosts visibility and deal velocity compared to static content.
• Automating quotes, contracts, and bookings saves time so AEs can close more deals.

As an Account Executive (AE), managing your sales pipeline and building strong relationships with clients is paramount to your success.

In this blog we're exploring some of the best sales tools for AE's in 2024 that can help you achieve your sales goals and stay ahead of the competition.

1. How do video conferencing and remote presentation tools help AEs?

In a remote-first world, reliable video tools are a must. They keep client calls clear, demos smooth, and presentations professional.

Popular options:

• Zoom
• Google Meet
• GoToMeeting
• Skype
• Slack calls

💡 Trumpet tip: Many AEs embed recorded demos inside their Digital Sales Room for on-demand viewing - cutting down follow-ups and ghosting.

2.Why use pipeline management tools?

A. clear pipeline keeps deals moving. Pipeline tools show you:

• Where deals sit.
• What actions to take next
• Where you might lose revenue

Top picks: Zoho CRM, Salesforce, Pipedrive CRM, Hubspot, Insightly and CloseCRM

Data tip A Salesforce study found that high-performing sales teams are 2.3x more likely to use guided selling and pipeline insights.

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3. How can quote and proposal creation tools save time?

Automating the process of generating quotes and proposals can save you tons of time and effort. These tools can automatically generate quotes based on your inputs, allowing you to make revisions as needed. They can help you create professional-looking, personalised proposals, and even alert you when a prospect interacts with your proposal.

Tools like Qwilr, Proposify, Salesforce CPQ and PandaDoc and trumpet Proposals & Quotes are worth exploring. They can speed up the sales cycle by providing faster quotes and proposals, leaving you with more time for relationship-building activities.

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4. How do contracting and E-Signature tools work?

Getting contracts signed can often be a time-consuming process. E-signature tools streamline this process, enabling you to send contracts and get them signed digitally. This not only saves time but also reduces costs associated with printing and shipping.

OneSpan, DocuSign, PandaDoc trumpetSign and eversign are some of the e-signature tools that can make your life easier. They allow you to use templates, send contracts via email, and track signing status, making contract management a breeze.

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5. Why should AE's use sales forecasting software?

Forecasting tools are great to help AE's:

• Predict pipeline health
• Compare historical deal data
• Adjust strategy to hit target

Workday, Insightly, Accelo, Copper, and Pipedrive are some of the reliable sales forecasting software you can consider. They offer features like data visualisation, report generation, performance comparison, and more.

6. How does a project management platform help AE's?

Collaboration is key in sales, and a robust project management platform can facilitate effective communication and collaboration within your team. These platforms allow you to assign tasks, send automated reminders, and streamline workflows.

Asana,

‍Basecamp

‍Trello‍

Monday.com

‍ trumpet

Are some platforms that can help you manage projects and collaborate efficiently. They can also be used to maintain contact with buyers from cold outreach through to customer success especially for long-term projects with multiple stakeholders.

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7. Why use a Digital sales room?

Digital Sales Rooms, (DSR) lets you replace static PDFs with a secure, trackable hub. Buyers can:

• View updated content anytime
• Interact with demos, proposals, or pricing
• See next steps in a single link

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They act as interactive micro sites where sellers can create unique stories and personalised interactions to support buyers throughout their decision-making process.

These digital rooms like trumpet provide easy access to content, stakeholders, and communications, driving more effective buyer engagement and helping sellers to stand out from the competition. Think of a DSR as your digital sales concierge – it organises, engages, and supports your buyer throughout their journey.

Insight: trumpet Pods deliver instant engagement data — 3x more insights than sending static decks.

8. What are the best Customer Relationship Management (CRM) tools for AE's?

CRM tools are an absolute must-have for AEs. These tools help you track and manage customer interactions, provide personalised recommendations, and offer outstanding customer support.

HubSpot and Salesforce are top choices when it comes to CRM tools. They are user-friendly, scalable, and come packed with features that can boost your sales process.

9. What is a contact scoring tool?

Contact scoring tools can help you identify high-value leads and find cross-selling or upselling opportunities. They assign scores to individual contacts based on their engagement with your brand, helping your sales team prioritise their efforts.

Breadcrumbs is one of the top contact scoring tools. It offers a unique co-dynamic approach to contact scoring and provides customisable models for upselling or cross-selling.

10. Which tools help with lead Generation?

Finding new prospects daily is key. Top tools:

Cognism

‍Apollo

‍LinkedIn Sales Navigator

‍LeadFuze

‍UpLead

Can help you generate and manage leads effectively.

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11. How does automation improve sales?

Automation saves time on follow-ups, reminders, or data entry.

Tools like Zapier  connect all your sales apps. It isone of the most popular automation tools, offering thousands of integrations and allows you to create custom workflows.

12. Why should AE's use appointment booking software

Appointment booking software can help you manage your schedule effectively. They allow your clients to book appointments or demos at their convenience.

Calendly is one of the top choices in this category. It allows you to customise your schedule, set meeting types, and integrates with other tools for seamless scheduling.

Modern AEs don’t waste time guessing  they use real-time signals and automation to sell smarter.

FAQs

Q: What is the biggest advantage of a Digital Sales Room?

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A DSR replaces static PDFs with a trackable, interactive hub, so you know exactly what your buyer read and when.

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Q: Do I need all these tools?

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No - start with your must-haves: a CRM, a DSR, an e-sign tool, and a scheduling tool.

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Q: Can I see buyer activity instantly?

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Yes - trumpet Pods show real-time buyer signals like views, time spent, and clicked content.

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