Jan 02, 2023

Essential tools for account executives in 2023

by Vytenis

Account executives play an important role in the success of a business. They are responsible for maintaining customer relations and ensuring customer satisfaction. In order to do their job effectively, they need access to the right tools.

Essential tools for account executives include a customer relationship management (CRM) system, marketing automation software, data analysis tools, and accounting software. A CRM system is essential for tracking sales leads, managing contacts, and improving customer engagement. Marketing automation software helps automate marketing tasks such as email campaigns and social media posts. Data analysis tools can provide insights into custom behaviour that can be used to improve products or services.

What are sales tools?


A sales tool is a technology-based system that helps sales teams maximize their performance and efficiency. It provides insights into customer behavior, market trends, product performance, and more.

It can also be used to create marketing campaigns, track leads, and close deals faster. Sales management platform can give sales professionals the edge they need to stay ahead of the competition and consistently hit their targets and best sales.

With real-time data, personalized customer service, automated scheduling, and other features available within a sales management tool, it’s easy for companies to drive more sales and increase revenue in a cost-effective way. Tools every account executive must have are an invaluable asset for any business looking to make the most of its resources and grow quickly.

What are the benefits of sales tools?


Sales tools are hugely beneficial to businesses in a variety of ways.

–         Increase sales and profits. Right tools every account manager needs to have must generate sales productivity.

–         Improve efficiency. Sales productivity tools must help improve sales perfomance.

–         Provide customer data. It allows businesses to better target their marketing efforts and understand their customers’ needs.

–         Track sales activity. By tracking sales activity, they can also identify trends, spot opportunities for growth, and identify areas where improvements can be made

Additionally, sales tools can automate tasks such as lead nurturing and follow-up emails, saving time and increasing productivity. Ultimately, utilizing sales tools can help businesses optimize their sales process so they can maximize their success.

Customer relationship management (CRM) software

A sales CRM (Customer Relationship Management) is one such tool that can help to manage customer relationships and streamline the sales process. It enables sales teams to capture leads, track contacts, store customer data, manage accounts, and measure performance. Additionally, it enables sales reps to target the right customers at the right time with personalized messages and content.


Hubspot. HubSpot is yet another industry-leading CRM tool that provides you with visible, real-time data on your sales operations. They offer the most generous free package on the market with a user-friendly UI. Email templates, tracking, call recording, customized data dashboards, etc. are all available through its sales hub.

Your business may rely solely on it for customer relationship management because it provides scalable solutions for your marketing, sales, customer service, content, and operations departments. Hubspot best works for companies that have more than 100 employees.


Pipedrive. Pipedrive is a top web-based CRM that focuses on assisting you in seeing and managing your pipeline. It provides a number of capabilities for automating sales tasks, coordinating calls and emails, and setting up a deal-driven process. Its mobile apps are a great complement for getting mobile access to your sales data.

If you have a low-volume sales staff that completes a few deals annually (up to 100), or if you are a sole proprietor with a small clientele, Pipedrive is a viable option. Calling happens via third-party apps such as Zoom, and Microsoft Teams.

Main differences: 

  • In comparison to HubSpot’s Sales HubTM plans, which start at $45 and go up to $1,200 a month, Pipedrive’s plans range from just $14.90 to $99, making HubSpot significantly more expensive.
  • HubSpot’s Professional and Enterprise plans include access to the company’s sales forecasting capabilities. While Pipedrive’s Professional and Enterprise plans are the only ones that include data on revenue forecasts.


Customer success software


Catalyst. A customer success platform called Catalyst uses automated procedures to keep and upsell to current customers. You may proactively identify churn threats with the use of its customer health profile feature and take the necessary action.

Your client experience can be quickly defined, scaled, and automated with playbooks, and its efficacy can be verified through health scoring. Companies staff will have more time to manage customers and less time to manage spreadsheets.

IT stack is seamlessly integrated with Catalyst to give insights that prompt the appropriate actions at the appropriate times. Obtain a unified view of all your data and trust your alarms, health ratings, and insights without fail with automated accuracy checks.


Zendesk. Zendesk, one of the most widely used help desk programs, offers a multi-channel ticketing system for providing customer support. It can serve as the focal point for resolving customer inquiries and complaints made by email, social media, chat, voice, etc.

The platform allows its users to provide support anywhere, AI and bots support, and collaboration tools. For example, with prepared responses and the appropriate information for each problem, you can help them reply more quickly.


Main differences: 

  • Catalyst is best used in B2B businesses, while Zendesk can be used by any company in the market.
  • Catalyst does not have a mobile application, while Zendesk works on Android, iPhone, and iPad.
  • Zendesk offers 24/7, phone and chat support. Catalyst can be reached by email, forum, or knowledge base.


Marketing automation software


Zapier. Zapier is an online tool that is used to connect two or more apps to automate workflows. You can focus on having an effect by using Zapier to save time, stay organized, and track sales and marketing campaign results precisely. In cases when direct connection is not possible, it can connect several technologies and share data throughout your sales stack. Marketers use Zapier for lead management, customer communication, and data and analytics.

Lead management lets keep companies focused on conversions. By connecting your lead sources like Facebook, and Linked In, Zapier keeps them organized and also helps to reduce data mistakes. With Zapier, you can quickly link your preferred apps to increase efficiency, maintain client attention, and maintain accuracy.

Many capabilities are available through Zapier, including task history, import/export via tools like Google Sheets, dashboards, connected accounts, calendar syncs, zap templates, user communities, and more. In addition to several smooth interactions with various programs, jobs can be replayed based on user choices. Users can customize the pricing to meet their needs because it is flexible.


ActiveCampaign. ActiveCampaign is a favorite management solution among marketing teams who take lead nurturing via email seriously. If you utilize their CRM software, it provides templates for automating your marketing, maintaining lists and contacts, and even deals.

The application allows you to send a variety of emails, including autoresponders, newsletters, and messages that are triggered in response to visitor activity. Its 500+ automation recipes across numerous functions are what makes it unique.

The active campaign also includes CRM. All of your client data is kept organized in one platform by a CRM that includes email and sales automation. Manage various pipelines, keep deals current, and always follow up at the right time.


Main difference:

–         Zapier can be used with an Active campaign. You can use Zapier to link your ActiveCampaign account to a third-party landing page service so that any new contacts generated by that landing page are immediately added to your ActiveCampaign list.


Meeting management software


isLucid. isLucid is an innovative meeting management service that enables call participants to create action items and be more efficient while taking a video conference. Platform transcribes your meetings in real time with multi-language support. isLucid works with Microsoft Teams and let users transcribe their online meeting, take notes, and generate meeting summaries. isLucid offers a free version to try before getting a full subscription.

With the app, meeting attendees can easily create meeting minutes files where all the main information and the most important task or key points are being held. isLucid works with MS Teams, an easy way to process online meeting organization.

If you are interested in isLucid digital meeting assistant, get it for MS Teams and try it for free: isLucid Download Page.


Get the latest updates mailed to you

    By clicking subscribe, you are consenting to allow Lucid to store and process your personal information to provide you the service requested

    Sing up to increase your productivity!


    You have successfully subscribed to the newsletter

    There was an error while trying to send your request. Please try again.

    isLucid will use the information you provide on this form to be in touch with you and to provide useful content.