Here are some of the tools (mostly free) that we use to run an efficient online advertising sales operation and keep a steady pipeline of new prospects and deals coming in the door:
Boomerang for Gmail – Best reminder system for following up on emails. If no one responds to an email, have it sent back to you at a specified time. Also schedule emails to be sent out at a later date. $5/mo per user
Canned Responses for Gmail – Set up a canned response for any prospecting, pricing, product, FAQs, or any other recurring text string. Saves a ton of time. Free.
Rapportive for Gmail – bought by LinkedIn, shows LinkedIn profiles directly in Gmail. Also a quick way to verify the correct email address. Free.
Capture from RingLead – Chrome extension or Salesforce app to easily capture contact information across the web. Free.
LinkedIn Premium – worth the extra price for InMails when you can’t find someone’s email address; also advanced search features to quickly find exactly the right prospects and connections.
Google Publisher Toolbar – if your site is running Google Adwords as backfill gives details on where ads are coming from; or block ads right from your site. Free.
Ghostery – Chrome extension that shows what tracking pixels are on a given website. Free.
CRM – Keeping track of prospects, customers and sales pipeline. 3 levels depending on size of organization
Top: Salesforce, market leader with tons of integrations
Medium: PipelineDeals – very user friendly, has everything for $20/mo/user
Free (to start): Insightly – not a great UI but robust free tier
FreshBooks – Cloud based invoicing system. Incredibly well designed and easy to use – makes it dead simple track invoices, collections, expenses, taxes, and produce financial reports. Lots of integrations including PayPal, banks, etc. Free tier; paid starts at $20/mo.
Trello – Great tool for everything from Project management/Group collaboration to To Do Lists to keep organized and focused. Free.
Slack – team collaboration, chat, messaging. Free.
What other tools are in your online ad sales stack?