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The Best B2B Personalization Tools for 2017

An excerpt from our new eBook, The 2017 Trends and Tech Guide for B2B Sales and Marketing, co-authored by Prezi and LeadGenius.

The 2017 Trends and Tech Guide for B2B Sales and Marketing is a brand-new eBook by Prezi, Ambition, and LeadGenius. The premise: 9 high-level overviews of the most pivotal trends impacting B2B sales, marketing, support and operations. An accompanying guide profiles 112 software tools that solve the most pivotal needs for B2B business teams in 2017 and beyond.

Each chapter inside the 38 page eBook focuses on a particular trend, lists the needs associated with that trend, and ends with software profiles of 10-15 tools most likely to help. To give you a primer, here's a look at the software tools designated best-in-class for personalizing communication as scale.

The Best B2B Personalization Tools for 2017

#1. Cirrus Insight. Effortlessly sync Salesforce to your calendar and email.        

If you use Salesforce and Gmail, go download Cirrus Insight from the AppExchange right now. This is the 2nd highest-rated Salesforce application of all-time for two simple reasons: it’s remarkably user-friendly, and consistently upgraded with new features and functionality. Did we mention it’s practically free?

Cost: $. 

Best for: Sales professionals who use Salesforce + Gmail in daily workflow.

b2b personalization

#2. PersistIQ. Personalized, scalable outbound campaigns.     

PersistIQ lives up to its name: this is a unique outbound platform that refines messaging and creates repeatability via intuitive A/B testing and set-up-and-go email campaigns. Instantly build new email lists from SFDC, LinkedIn, or CSV. PersistIQ even auto-detects duplicate leads and reply emails. Get no-nonsense sales automation and analytics behind your outbound efforts.

Cost: $$. 

Best for: SMBs hgrowth companies looking for the secret sauce to scaling outbound.

persistiq personalized email

#3. Groove. Serious scalability for outbound email and prospecting.

If your sales team uses both Salesforce and Gmail and runs outbound almost exclusively over email, then it’s time to meet Groove. Built by a team of former Google engineers, Groove offers the most comprehensive suite of features to drive your outbound email campaigns and prospect engagement. Sync your Google Calendar and Gmail account to Salesforce. Create targeted prospect lists, multi-step touchpoints, and synchronized campaigns. Get live analytics, tracking and notifications on email interaction and performance. Automate data updates and imports to Salesforce regarding account activity and contact information. There’s more -- but you get the picture.  

Cost: $-$$. 

Best for: SMB and high-growth sales organizations using Salesforce and Gmail to run email-heavy outbound campaigns.

groove personalized b2b communication

#4. SendBloom. Creative personalization for your outbound communication.

Sendbloom is a unique new email solution for Salesforce and Gmail users. In B2B sales teams, persistent prospect outreach is almost always a necessary evil. Enter SendBloom’s automated prospecting and personalization software, built to enable more effective, personalized 1-to-1 email campaigns using a fraction of the typical time and labor. Create hyper-granular segmentations, build and clone frictionless campaigns, and tailor messaging based on prospect data fields, segmentation, and prior activity. The follow-up emailer’s dream come true.

Cost: $-$$. 

Best for: SMB and high-growth sales organizations using Salesforce and Gmail to run email-heavy outbound campaigns, and dedicated to standing out.

sendbloom email personalization

#5. Zoom. Web conferencing that works (consistently).

Zoom is at the forefront of the video conferencing movement. Run the slickest marketing webinar in company history, interface with sales prospects, onboard new clients over video, and record it all so you can review and analyze it later on. If you’re looking to ditch your old and faulty web conferencing approach, the quality, usability, support, and pricing that Zoom delivers warrants your attention.

Cost: $-$$$. 

Best for: Business teams of all sizes that are disillusioned with their current web conferencing provider.

b2b video conferencing tools

#6. BlueJeans. Video conferencing, broadcasting and collaboration.

Marketing leaders everywhere are abundantly aware: video is the new vanguard in content marketing, channel amplification, and prospect engagement. BlueJeans is the market leader in cross-functional video communication for modern business teams, largely because it’s the most versatile in terms of functionality, and the most primed for opportunistic companies looking to gain an edge via video.

Cost: $-$$$. 

Best for: Mid-market and growing companies in competitive, innovative markets.

web b2b communication and personalization

#7. Join.me. Hassle-free web conferencing for sales teams.        

Join.me is one of the most popular and established web conferencing solutions. With no cost and no need to download anything, Join.me is many a business team’s first brush with web conferencing software. Additional benefits like call recording, analytics, and versatile attendee preferences make virtual conferencing a worry-free experience and ensure that every important meeting starts off on the right foot.

Cost: $-$$.

Best for: Inexperienced web conferencing users looking for a simple, low-impact solution.

join.me logo web conferencing

#8. GoToMeeting. Enterprise-level web conferencing.    

For companies with the budget, GoToMeeting is the nom de guerre web conferencing platform by which they battle for the hearts and minds of internal and external stakeholders. Run video demos, international conference calls, and virtual meetings with added functionality such as screenshare, recording, and virtual execution of powerpoints and presentations.

Cost: $-$$. 

Best for: Serious web conferencers who want zero frills and a utilitarian software that attendees are most likely to be comfortable with using.

b2b web conferencing software

#9. Vidyard. Turn video content into strategic, targeted assets.

Video is swiftly becoming the cornerstone of business strategies spanning every industry. Vidyard offers the most robust solution for leveraging video content across sales, marketing, support, and internal team channels. Tailor and embed videos across your website and communication channels with maximum efficiency, analytics, and personalization.

Cost: $$. 

Best for: Companies with a strong array of existing video assets and strategies ready to launch.

b2b video personalization software

#10. Charlie. Personal assistant for people with lots and lots of meetings.    

Charlie is the ultimate personal assistant for salespeople and executives who regularly meet with external stakeholders and clients. Its specialty is researching the people attending your upcoming meetings, then providing you with timely, insightful briefs on recent developments, shared interests, and mutual connections pertaining to everyone involved.

Cost: $. 

Best for: Business pros that interface prospects/clients and have meeting-filled calendars.

b2b personal assistant

#11. Consensus. Personalize B2B video demos and striking presentations.    

A cutting-edge leader in video-centric sales and marketing, Consensus lets you dynamically stitch together videos with unprecedented personalization, automation, and analytics. Slide in different clips, attach PDFs, and track prospect interaction with branded videos to help your sales team close more deals.

Cost: $$. 

Best for: Growth and mid-market B2B teams with a substantial video asset library.

consensus video personalization

#12. LearnCore. Smart, systematic LMS for sales and support.

LearnCore takes sales, account management and customer support team onboarding, training, and coaching to dizzying new heights, thanks to its versatile array of features and friendly digital interface. Track new hire onboarding and learning, coach and train using in-game footage, and create a dedicated, organized system for getting the most out of your front office personnel.

Cost: $-$$. 

Best for: High growth, mid-market and enterprise companies that use Salesforce.

learning management software

#13. Ambition. Increase ROI from people, processes, and platforms.    

Ambition’s acclaimed employee productivity platform gives 360° visibility into individual and team performance. Create accountability and recognition with live performance data from any data source. Track and broadcast key metrics to personalized dashboards and office TVs. Put holistic goals right in front of your reps. Compare activity level and goal attainment across teams to see how hard and how smart your reps are working. Benchmark success for teams, roles and individuals, then drive results via automated scorecards, contests, recognition and reporting. Perfect for front office teams that value performance-driven culture and transparent operations.

Cost: $$-$$$. 

Best for: Growth, mid-market and enterprise front office teams with a rhythmic daily workflow, competitive employees, and high-energy culture.

sales training and coaching software

#14. ExecVision. Coach better sales conversations.

Bringing ExecVision into your sales organization is the business equivalent of locker room film study. You’ll wonder how you ever lived without it. ExecVision delivers the full suite of features needed for optimum call coaching, including live call feeds, feedback channels, recording, analytics, scorecards, storage, organization, and reporting. It’s also the product in this guide most likely to be approved by both Pete Carroll and Jordan Belfort.

Cost: $$. 

Best for: Mid-sized inside sales teams that hit the phones throughout the entire sales process.

b2b sales coaching

Download the 2017 Trends & Tech Guide for B2B Sales + Marketing

The 2017 Trends and Tech Guide for B2B Sales and Marketing is free to download at b2btrendsandtech.com. Just enter your email and get instant access to the 38 page guide, chock full of original analysis and full profiles of 112 unique software solutions to help you meet your business needs this year.

To learn how PreziAmbition, and LeadGenius can help your B2B teams achieve personalization at scale in 2017, please contact us.

Ambition: The Data-Driven Sales Management Platform 

Ambition is a sales management platform that syncs Salesforce and other data systems on one simple interface.

Ambition brings astounding clarity, context, and visibility to sales performance. Broadcast metrics, benchmarks, progress, and predictive analytics to personal dashboards and dynamic TVs.

Ambition helps sales leaders manage people and operations more efficiently. Build powerfully compelling sales force reports, analytics, and contests via a simple drag-and-drop interface.    

Ambition is endorsed by Harvard Business Review and AA-ISP (the Global Inside Sales Organization). Hear more from our growing client base.

Watch Testimonials:

  1. FiveStars: Adam Wall. Sr. Manager of Sales Operations . 
  2. Filemaker: Brad Freitag. Vice-President of Worldwide Sales.
  3. Outreach: Mark Kosoglow. Vice-President of Sales.
  4. Cell Marque: Lauren Hopson. Director of Sales & Marketing.
  5. Access America Transport: Ted Alling. Chief Executive Officer.

Watch Product Walkthroughs:

  1. ChowNow. Led by Vice-President of Sales, Drew Woodcock.
  2. Outreach. Led by Sales Development Manager, Alex Lynn.
  3. AMX Logistics. Led by Executive Vice-President ,Jared Moore.

Read Case Studies:

  1. Clayton HomesHBR finds triple-digit growth in 3 sales efficiency metrics. 
  2. Coyote Logistics: Monthly revenue per broker grew $525 in 6 months.
  3. Peek: Monthly sales activity volume grew 142% in 6 months.
  4. Vorsight: Monthly sales conversations grew 300% in 6 months.

Contact us to learn how Ambition can impact your sales organization today.

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About Ambition
Sales Leaders, HR Professionals, and C-Level Executives use Ambition to recognize, motivate, and develop employees into more engaged and productive versions of themselves. Funded by Google, used by the Fortune 500, endorsed by the Harvard Business Review.

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