Marketing
Oct 25, 2024
-
4 min read

9 Must-Have SDR Tools To Boost Sales Performance

written by
Navya M
Content Marketer
reviewed by
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Having the right tool is non-negotiable in a Sales Development Representative's (SDRs) arsenal.

From prospecting to pipeline management, having the proper tech stack can positively impact an SDR's efficiency and success. 

So we did our research, asked our own SDRs, and looked at user reviews to finalize nine essential tools that every SDR should consider adding to their arsenal.

Let’s dive in!

Top 9 SDR Tools to Include in Your Tech Stack For 2024

1. Storylane: For Interactive demos and Account Reveals

Take a tour of product

Storylane is an interactive demo platform helping SDRs create engaging, interactive demos. It also has features such as account reveal and DemoHubs for buyer education to reach and engage the right prospects. 

Key features:

  • Personalized Demo Builder: Easily create tailored, interactive demos for each prospect in under 10 minutes, without coding skills
  • DemoHub: Curate a list of personalized demos and create DemoHubs to share it with prospects
  • Account reveal: Deanonymize demo viewers to the account level
  • Engagement Analytics: Track viewer interactions by DemoHubs or individual demos, time spent on each section, and overall engagement metrics
  • Interactive Elements: Add clickable hotspots, guided tours, and custom CTAs to make demos more engaging
  • Collaboration Tools: Allow team members to work together on demos and share feedback in real-time
  • Security: Enterprise-ready with ISO 27001 and SOC2 compliance on all shared assets

Pricing: 

Free plan available. Paid plans start at $500/year.

What users say:

storylane g2 reviews

Reference

Users highlight how Storylane helps them create interactive product demos quickly and the features it tags along. Reviews also appreciate its versatility for sales, training, and change management. While some note a slight learning curve, they also emphasize the platform's easy-to-learn UI and responsive support.

2. AI SDR: To Improve SDR Outbound Strategy

AI SDR as a must have tool

AI SDR uses artificial intelligence to automate and enhance outbound sales efforts with personalized messages and follow-ups, allowing SDRs to work smarter and more effectively.

Key features:

  • AI-Powered Personalization: Generate tailored outreach messages based on prospect data and behaviour patterns
  • Predictive Lead Scoring: Identify high-potential leads using AI algorithms to prioritize outreach efforts.
  • Automated Follow-up Sequences: Create and manage multi-channel follow-up campaigns with AI-optimized timing.
  • Smart Meeting Scheduler: AI assistant that handles meeting scheduling based on both parties' availability
  • Performance Analytics: Get detailed insights into outreach effectiveness and AI-generated improvement suggestions

Pricing: 

AI SDR’s pricing starts from $9000/year for unlimited leads and seats.

What users say:

AI SDR g2 reviews

Reference

While AI SDR can help increase response rates and save hours on manual tasks, some users also report a steep learning curve and lack of integrations with CRM tools such as Salesforce

3. Clay: For Data Enrichment 

Clay as an SDR tool

Clay is a powerful data enrichment tool that helps SDRs gather detailed information about their prospects and accounts, helping streamline the research and outreach process.

Key features:

  • Multi-Source Data Enrichment: Collect and consolidate data from various sources
  • Test product-market fit: SDRs can use Clay to check whether prospects are a good fit, and pull the best emails per company
  • Custom Outreach: Creates tailored messages based on prospect data
  • Real-time Data Updates: Clay scrapes the web to keep prospect and account information fresh with change notifications
  • Advanced Filtering and Segmentation: Easily create targeted lists based on enriched data points for more effective outreach
  • CRM Integration: Seamlessly sync enriched data with your existing CRM system for a unified view of prospects

Pricing:

Clay’s pricing has a free plan available with paid plans starting at $1608/year

What users say:

Clay SDR G2 reviews

While users commend the automation that Clay offers throughout the workflow, along with the AI assistant capabilities, users also report occasional inaccuracy of data, along with chances of the UI being complex for new users.

4. Gong: For Conversation Intelligence

Gong as an SDR tool

Gong records and analyzes sales conversations to provide actionable insights and coaching opportunities for SDRs.

Key Features:

  • Call Recording & Transcription: Automatically capture and transcribe all sales conversations, making it easy to review and analyze key moments
  • AI-Powered Analysis: Helps SDRs identify patterns in successful calls and highlight areas for improvement
  • Deal activity: Get a visual map of all interactions with prospects, including emails, web conferences, and calls
  • Competitive Intelligence: Track mention of competitors and analyze how to handle competitive discussions effectively
  • Best Practice Library: Build a searchable repository of successful sales conversations for new SDR onboarding
  • Coaching Dashboard: Provide managers with detailed insights into SDR performance and coaching opportunities based on actual conversations

Pricing:

Gong’s pricing starts from $1600/year for 49 seats. Pricing depends on the number of users.

 What users say:

Gong G2 reviews

Reference

While Gong is a customer favourite for being easy and intuitive, some users mention a learning curve and scope to improve on features such as action items and call summaries.        

5. Revenuehero: To Accelerate The Sales Process

Revenuehero SDR tool

Revenuehero is a sales acceleration platform designed to streamline and optimize the entire sales process for SDRs and account executives.

Key features:

  • Intelligent Lead Routing: Automatically assign leads to the most appropriate SDR based on expertise, capacity, and performance
  • Meeting Scheduling Automation: Eliminate back-and-forth emails with an AI-powered scheduling assistant integrated with your calendar
  • Qualification Chatbots: Deploy conversational AI on your website to qualify leads 24/7 and book meetings directly into SDRs' calendars
  • Pipeline Velocity Analytics: Track and analyze deal progression with insights on bottlenecks and opportunities for acceleration
  • Integration Hub: Connect seamlessly with your CRM, email, and other tools in your tech stack for a unified workflow

Pricing:

Revenuehero offers tiered pricing starting at $25/user/month, with custom enterprise plans available.

What users say:

Revenuehero G2 reviews

Reference

While users praise the customer service and the easy-to-use interface, there is an attached learning curve with less documentation around it, leaving users dialling in support over self-serve.

6. Seismic: To Empower Your Sales Enablement

Seismic SDR tool

Seismic is a sales enablement platform that equips SDRs with the right content and tools to engage prospects effectively.

Key features:

  • Content Management: Centralize and organize all sales collateral, making it easy for SDRs to find and share the right content at the right time.
  • Personalized Content Automation: Automatically generate tailored presentations and proposals based on prospect data and preferences.
  • Content Analytics: Track how prospects engage with shared content, providing insights for follow-up strategies.
  • Guided Selling: Provide SDRs with step-by-step guidance on which content to use at each stage of the sales process.
  • Mobile Accessibility: Access all sales enablement resources on-the-go through a user-friendly mobile app

Pricing: 

Free plans available with paid plans starting at $384/year

What users say:

Seismic G2 reviews

Reference

Users mention how Seismic helps sales teams find and use the right content as well as engage prospects with deal rooms and related features. But there is also scope of improvement within the reporting functionality and the UX.

7. HubSpot: To Streamline Pipeline Management and CRM

HubSpot SDR tool

HubSpot offers a robust CRM platform with powerful pipeline management tools, which can be tailored to support SDR workflows and productivity.

Key features:

  • Visual Pipeline Management: Easily track and manage deals through customizable pipeline stages with drag-and-drop functionality
  • Automated Data Entry: Reduce manual data input with email and calendar integration, automatically logging activities and communications
  • Task Automation: Set up automated task creation and reminders based on deal stage or prospect actions
  • Reporting Dashboard: Access real-time reports and analytics on pipeline health, individual SDR performance, and forecasting
  • Email Tracking and Notifications: Get instant notifications when prospects open emails or click on links, enabling timely follow-ups.

Pricing:

Has a free plan with paid plans ranging from $45/month for starter plans to $3,200+/month for enterprise solutions.

What users say:

HubSpot G2 reviews

Reference

Users highlight HubSpot's sales software for its CRM capabilities, email tracking, and automation features. However, some mention concerns about pricing for small businesses and a potentially steep learning curve.

8. LinkedIn Sales Navigator: For Prospecting & Lead Generation

Linkedin Sales Navigator SDR tool

LinkedIn Sales Navigator is a prospecting tool that helps SDRs find, understand, and engage with potential customers on LinkedIn. 

Key features:

  • Advanced Lead and Company Search:  Use targeted filters to identify ideal prospects based on role, industry, company size, and more.
  • Lead Recommendations: Receive AI-powered suggestions for new prospects that match your ideal customer profile.
  • Real-time Sales Updates: Get notified about important changes and events at target accounts, such as job changes or company growth.
  • InMail Messages: Reach out directly to prospects, even if you're not connected, with a higher response rate than traditional cold outreach
  • Analytics: Get insights such as outreach performance, open and engagement rates to optimize efforts

Pricing: 

LinkedIn Sales Navigator offers tiered pricing, starting at $79.99/month per user when billed annually.

What users say:

Linkedin Sales navigator G2 reviews

Reference

SDRs use LinkedIn Sales Navigator for its lead generation capabilities, advanced search filters, and real-time insights while praising features such as integrations and the ability to directly connect with prospects via InMail. However, the pricing can be steep, especially for smaller businesses, and tag along with a clunky interface at times.

9. Assetmule: To Share Interactive Sales Assets

Assetmule SDR tool

Assetmule is a platform that helps SDRs create personalized, secure templates to share sales assets, content and collaborate with prospects throughout the sales cycle.

Key features:

  • Customized Microsites: Create branded, prospect-specific assets and templates to showcase relevant content and proposals.
  • Content Engagement Tracking: Monitor how prospects interact with shared materials, including time spent on each asset.
  • Secure Document Sharing: Share sensitive information with granular permission controls and watermarking capabilities.
  • Collaborative Tools: Enable real-time communication and co-editing features within the digital sales room.
  • Integration with Sales Tools: Connect with your CRM and other sales tools for seamless workflow and data synchronization.

Pricing: 

Assetmule offers a free plan with paid plans starting from $600/year.

What users say:

Assetmule G2 reviews

Reference

Users praise AssetMule for its ability to create personalized, interactive sales assets with traceable templates and engagement tracking. On the other hand, some users note a slight learning curve when learning about templates and assets.

How to Choose the Best SDR Tools

Here’s our checklist on how to select the right tools for your SDR based on specific needs and processes:

1. Integration capabilities: Ensure the tools can seamlessly integrate with your existing tech stack, especially your CRM

2. Scalability: Go for tools that can grow with your team - no one likes outgrowing their favorite gadgets

3. Ease of use: Opt for interfaces that don't require a PhD to navigate. The easier, the better

4. ROI potential: Evaluate the potential impact on key metrics like response rates, meeting bookings, and pipeline generation

5. Customer support and training: Consider vendors who offer top-notch backup and resources. You'll thank yourself later

Why Storylane is a Must-Have SDR Tool

In 2024, where buyers have multiple touchpoints before even reaching out to a sales rep, interactive demos can help shorten that gap. 

It's because these demos essentially let the user try out the product at their own pace while sales reps get insights on what features of the product they’re interested in.

The result? An increase in product-qualified leads, improving pipeline quality, and making sales reps' lives easier.

Wondering how interactive demos can help your sales team? Try it out for free or book a demo today!

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“In a world older and more complete than ours they move finished and complete, gifted with extensions of the senses we have lost or never attained, living by voices we shall never hear.”
Madhav Bhandari
Head of Marketing

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