What Tools do Outside Sales Managers Use?

Learn the core tools, software, and programs that Outside Sales Managers use in their day-to-day role

Introduction to Outside Sales Manager Tools

In the fast-paced arena of outside sales management, the arsenal of tools and software at one's disposal is not just a luxury—it's the lifeblood of strategic planning and execution. These digital allies, from Customer Relationship Management (CRM) systems to route optimization software, are pivotal in navigating the complex terrain of sales outside the traditional office environment. They empower Outside Sales Managers to optimize their time, enhance communication with clients, and track the performance of their sales teams with precision. For those at the helm of field sales, harnessing the power of these tools is essential for steering their teams toward peak performance and closing deals with finesse. Understanding and adeptly utilizing these tools is also a cornerstone for those aspiring to carve out a career in outside sales management. Mastery of these technologies is not just about keeping pace with the industry; it's about setting the pace. It demonstrates to employers a candidate's commitment to operational excellence and their potential to drive sales growth. For both seasoned Outside Sales Managers and those with their sights set on this dynamic role, a deep dive into the world of sales management tools is more than just educational—it's a strategic move towards achieving outstanding results in the competitive landscape of sales.

Understanding the Outside Sales Manager's Toolbox

In the fast-paced environment of outside sales, the right tools and software are critical for managing customer relationships, tracking sales progress, and staying ahead of the competition. An Outside Sales Manager's toolbox is filled with various technologies that streamline processes, enhance productivity, and enable strategic decision-making. These tools are not just about efficiency; they're about gaining insights that drive sales and foster strong client relationships. For Outside Sales Managers, leveraging the right mix of tools can mean the difference between a deal won and a deal lost. These tools help in organizing schedules, optimizing routes, managing customer data, and communicating effectively with both prospects and team members. Understanding the technological landscape is therefore essential for any successful Outside Sales Manager.

Outside Sales Manager Tools List

Customer Relationship Management (CRM)

CRM tools are the backbone of any sales operation, providing Outside Sales Managers with the ability to track interactions with prospects and customers, manage sales pipelines, and forecast sales. These platforms are essential for maintaining detailed customer profiles, which help in personalizing sales approaches and nurturing customer relationships.

Popular Tools


A robust CRM platform that offers a comprehensive suite of tools for sales tracking, customer engagement, and analytics to optimize sales processes.

HubSpot Sales

A user-friendly CRM that integrates with inbound marketing, providing insights into the sales funnel and enabling effective lead management.

Zoho CRM

A CRM solution designed for businesses of all sizes, offering customization, automation, and social media integration for a 360-degree view of the sales cycle.

Sales Enablement Platforms

Sales enablement platforms empower Outside Sales Managers with content management, training resources, and performance analytics. These tools ensure that sales teams have access to the right information at the right time, improving sales effectiveness and aligning sales and marketing efforts.

Popular Tools


A leading sales enablement platform that provides personalized content and strategic insights to help sales teams close deals more effectively.


Combines content management with training and coaching tools, enabling sales teams to deliver engaging presentations and improve their skills.


Offers advanced analytics and content optimization to ensure sales teams are equipped with effective sales materials and insights into content performance.

Route and Territory Management

For Outside Sales Managers, efficient territory and route management are crucial for minimizing travel time and maximizing face-to-face interactions with clients. These tools help in planning optimal routes, setting territories, and ensuring balanced workloads among sales representatives.

Popular Tools

Badger Maps

A route planning software that helps salespeople optimize their driving routes and manage territories more effectively.


A location-based intelligence software that provides geo-analytics and territory planning within the Salesforce ecosystem.


A field sales engagement platform that offers territory management, route planning, and performance tracking to increase sales team productivity.

Communication and Collaboration Tools

Effective communication and collaboration tools are essential for coordinating with remote sales teams and staying connected with clients. These platforms facilitate real-time communication, file sharing, and project collaboration, ensuring that everyone is aligned and informed.

Popular Tools


A messaging platform that enhances team communication through channels, direct messaging, and integration with various sales tools.

Microsoft Teams

Combines chat, video calls, and file collaboration, integrated with Microsoft Office applications for a seamless communication experience.


A video conferencing tool that is indispensable for virtual meetings with sales teams and clients, offering features like screen sharing and webinars.

Analytics and Performance Tracking

Analytics and performance tracking tools are vital for Outside Sales Managers to measure success, identify trends, and make data-driven decisions. These platforms provide insights into sales activities, customer behavior, and overall team performance.

Popular Tools


A powerful data visualization tool that helps in analyzing sales data and creating interactive, insightful reports for strategic decision-making.

Power BI

A business analytics service by Microsoft that provides rich visualizations and business intelligence capabilities with an intuitive interface.

Salesforce Einstein Analytics

An AI-powered analytics platform within Salesforce that delivers advanced analytics and predictive insights to drive sales performance.

Proposal and Contract Management

Managing proposals and contracts efficiently can significantly shorten the sales cycle and improve the customer experience. These tools help in creating, sending, and tracking proposals and contracts, ensuring compliance and speeding up the approval process.

Popular Tools


Streamlines the process of creating, sending, and e-signing sales documents, with templates and analytics to improve close rates.


A proposal management software that helps sales teams create impressive proposals quickly and monitor their status in real time.


An electronic signature platform that accelerates agreement processes, allowing sales teams to close deals faster with secure e-signatures.
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Learning and Mastering Outside Sales Manager Tools

As an Outside Sales Manager, mastering the tools and software that facilitate your role is not just about knowing what buttons to click. It's about understanding how these tools can optimize your sales processes, enhance your team's performance, and ultimately drive revenue growth. The right approach to learning these tools involves a blend of strategic thinking, hands-on practice, and continuous improvement. Here's how you can approach this critical aspect of your role to ensure you're not just keeping up, but staying ahead.

Establish Your Objectives

Before diving into the myriad of available sales tools, define what you need to achieve with them. Are you looking to improve lead generation, streamline your sales process, or enhance customer relationship management? By setting clear objectives, you can identify the tools that best align with your goals and prioritize learning them.

Adopt a Hands-on Mentality

Theory can only take you so far. To truly master a tool, you need to use it in real-life scenarios. Start with a trial period to familiarize yourself with the basic features, then progressively incorporate the tool into your daily workflow. This hands-on experience will help you understand the nuances of the tool and how it can be leveraged for maximum benefit.

Utilize Training Resources

Most tools come with a wealth of training resources, from webinars and how-to videos to comprehensive user guides. Take advantage of these materials to build your knowledge base. They are often created by the tool's developers, so they provide valuable insights into the most efficient ways to use the software.

Participate in User Communities

Join forums, LinkedIn groups, or other online communities where users of the tools congregate. These platforms are excellent for exchanging tips, discussing challenges, and discovering innovative ways to use the tools. Engaging with a community of peers can also provide moral support and motivation to continue learning.

Seek Formal Training and Certification

For tools that are critical to your role, consider formal training programs or certification courses. These structured learning opportunities can deepen your understanding of complex features and strategic applications. Additionally, certifications can serve as a testament to your expertise and commitment to your role.

Implement a Continuous Learning Plan

The landscape of sales tools is constantly evolving, with new features and updates being released regularly. Implement a plan for continuous learning to keep your skills sharp and your knowledge current. This might include setting aside time each week to read up on industry news, attending annual conferences, or enrolling in refresher courses.

Teach Others and Solicit Feedback

One of the best ways to solidify your knowledge is to teach it to others. Offer to train your team members on the tools you've mastered. This not only reinforces your own learning but also fosters a culture of knowledge sharing within your organization. Additionally, solicit feedback on your approach and usage of the tools to uncover areas for improvement. By following these steps, you can strategically approach learning and mastering the tools and software that are essential to your success as an Outside Sales Manager. Remember, the goal is not just to learn but to become proficient and innovative in using these tools to drive your sales strategy forward.

Tool FAQs for Outside Sales Managers

How do I choose the right tools from the vast options available?

Choosing the right tools as an Outside Sales Manager involves assessing your sales cycle, client engagement strategies, and mobility needs. Prioritize tools that streamline client relationship management (CRM), enhance communication, and facilitate data access on-the-go. Opt for platforms with strong mobile support and integration capabilities with popular business software. Leverage industry forums and peer recommendations to identify tools that are proven to boost sales efficiency and customer satisfaction in the field.

Are there any cost-effective tools for startups and individual Outside Sales Managers?

For Outside Sales Managers, swiftly mastering new tools is key to maintaining a competitive edge. Prioritize learning software that streamlines client management and sales tracking. Utilize interactive webinars and quick-start guides offered by software providers. Engage with sales-focused communities on platforms like LinkedIn for practical tips. Apply these tools in real scenarios to reinforce learning. Embrace a mindset of continuous improvement to adapt to new technologies that can enhance client relationships and sales performance.

Can mastering certain tools significantly enhance my career prospects as a Outside Sales Manager?

Outside Sales Managers can keep pace with evolving tools and technologies by leveraging industry-specific resources. Engage with sales-focused podcasts, subscribe to newsletters from sales technology providers, and join sales management groups on LinkedIn or other professional networks. Regularly attending industry trade shows and sales strategy workshops can also offer hands-on experience with new tools. Cultivating a habit of continuous learning and peer-to-peer exchange will ensure you stay at the forefront of sales innovation.
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