B2B Sales Planning Resources

B2B Sales Planning Tools and Reviews

Compare your outreach assumptions, prepare the questions to ask about scope and explore tools for prospecting, calling and email.

Plan the program before you book

Use your own inputs to explore the sales funnel and prepare for a more useful strategy call.

SDR ROI calculator

Model booked meetings, attendance, clients and the gross-profit return on your entered program cost.

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Cold email ROI calculator

Follow a reply-based funnel from unique prospects through booked meetings, attendance and eventual clients.

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Appointment-setting quote checklist

Compare the work included in a quote, qualification criteria, coverage and meeting handoff.

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Meetings needed calculator

Work out the deals, attended meetings and booked meetings you need each month from your own numbers.

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Sales Data & Enrichment

Clay

4.7

Spreadsheet style data enrichment tool that stitches 100+ providers together for personalized outbound.

Cognism

4.3

GDPR compliant B2B contact data with strong EMEA mobile phone coverage.

Apollo.io

4.2

All in one prospecting database and sequencer, popular with SMB and startup sales teams.

ZoomInfo

4.1

Enterprise grade B2B contact and intent data, the incumbent for mid market and enterprise sales.

Lusha

4.1

Lightweight B2B contact database with a strong Chrome extension for LinkedIn prospecting.

Cold Email Platform

Smartlead

4.7

Cold email platform built for agencies and lean teams, with unlimited mailboxes on every plan.

Instantly

4.5

Cold email tool with a polished UI and a large warmup network for founders and small teams.

QuickMail

4.5

Deliverability first cold email tool with its own MailFlow warmup product.

Lemlist

4.4

Cold email tool built for personalization, with image and video merge tags and templates.

Woodpecker

4.3

Long standing cold email tool with a strong deliverability reputation, favored by agencies.

Sales Engagement Platform

Outreach

4.3

Enterprise sales engagement platform for large SDR and AE teams running heavy Salesforce workflows.

Salesloft

4.3

Enterprise sales engagement platform focused on cadence execution and revenue orchestration.

Reply.io

4.3

Multichannel sales engagement platform with AI assist.

Parallel & Power Dialer

Nooks

4.7

AI parallel dialer plus virtual sales floor, popular with modern SDR teams.

Orum

4.6

AI parallel dialer that connects reps only to live human answers, multiplying conversations per hour.

Aircall

4.3

Cloud based business phone system with power dialing and CRM integrations.

CRM

HubSpot Sales Hub

4.4

Sales CRM inside the HubSpot suite, popular with SMB and mid market B2B teams.

Salesforce Sales Cloud

4.4

Enterprise CRM incumbent, the standard for mid market and enterprise revenue teams.

Discuss your outbound plan with CFE

Bring your target buyers, current sales process and planning assumptions. Use a 30 minute strategy call to discuss fit, responsibilities and pricing.

Book a Strategy Call