The Internet has many tools available for B2B operations that are free, trial or paid. Some are more useful than others for general business management and operations, while some are more specific and target niche market B2B operations.

There are some tools that stand out above the rest, and we have a list of the tools that can help your B2B sales team, operations and marketing be organised, efficient and accessible.

The suggestions here are made in no order, and the review based on personal opinion only.


Salesforce, used by many online businesses to oversee their sales funnels and pipeline, marketing results and other analytics.

It provides customer relationship management service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development. The cloud-based applications are for sales, service, marketing, and applications do not require IT experts to set up or manage.

There are numerous cloud services, integrations with other programs and APIs. The SaaS helps you to manage your prospects and leads and gives you the ability to tailor your marketing strategy based on real data.


SalesLoft is a sales engagement platform. Although its original product offering was focused on sales development, the company has since expanded its platform to offer functionality for the entire sales organization.

The software provides sales organizations with a deeper understanding of needs and behaviors and delivers more meaningful engagement across the customer lifecycle.

The platform offers sales teams better email options and deliverability, live calling and text messaging features, set up sales cadences, manage opportunities and data, record and improve sales interactions, calendars, and analytics.


The most complete sales engagement platform for content, communications, and sales intelligence to make every buyer interaction count

Clearslide is a sales engagement platform that lets users share content and sales materials via email links or their viewer’s link in a ‘Live Pitch’.

This software includes other features as well:

  • Creating presentation slides
  • Web conferencing
  • Video mail
  • Email tracking for campaigns from whatever email platform you are on
  • Hosting content materials for sales calls

The software is useful for content sharing, presentations and other connections within your team and with prospects.

LinkedIn Sales Navigator

LinkedIn is the most important of all the social media networks for B2B operators. It’s a professional social networking platform provides most of the company information and employee information you need to build relationships.

LinkedIn also has a specific sales feature they call Sales Navigator. This tool allows you to easily create and save a sales lead list. This sales tool features a sophisticated algorithm to give you tailored lead recommendations, buyer insights, ways to personally engage prospects, and much more.


If This Then That, also known as IFTTT, is a freeware web-based service that creates chains of simple conditional statements, called applets. An applet is triggered by changes that occur within other web services such as Gmail, Facebook, Telegram, Instagram, or Pinterest

IFTTT can automate web-application tasks, such as posting the same content on several social networks. They have a ton of features of commands as well as tasks that can be implemented in the most common services/apps most people use daily.

While this platform can be used by the entire organization and various departments, these applets and services can make tedious tasks quicker.


Owler is the largest community-based business insights platform to gain insights on the competition and uncover the latest industry news and alerts. It is free to sign-up and use.

Every six seconds, members of the Owler community contribute unique competitive insights, such as private company revenue estimates and CEO approval ratings to make sure the information on businesses is always relevant.

Then you are delivered three types of emails:

  • Instant insights into funding announcements, acquisitions, and leadership changes
  •  A daily snapshot of top news stories and blog posts, along with new competitors
  • A weekly showdown that provides performance benchmarks on web traffic, CEO approval ratings, press coverage, social follows, and more.

From that above information, you can see how this would be valuable to your B2B sales process. works to help improve your B2B sales conversions and revenue. The platform automatically records and transcribes everything. Then, using artificial intelligence, your sales team receives detailed analysis and insights into how they can improve their pitch.

Gong is a business and customer intelligence software that helps you improve sales with quantifiable evidence. It can capture emails, phone recording, and videos which can then tie into your CRM for detailed information. There is plenty more to it, and worth investigating if you are ready to scale your online business.


If you are in marketing or sales, you probably are very aware of account-based marketing or “ABM.” Terminus is one of the leading account-based marketing and account-based sales tools out there.

Ideally, sales and marketing should work together on ABM, because it can be used for demand generation but also to move prospects through the sales funnel faster.

Using the software, you can target very specific companies and departments. You can narrow your campaign down to companies in certain buying stages and target key personas to help close the deal.