Sales Tools & Productivity

Name: Sales Tools & Productivity
Rating: 4.3 (5 reviews)

Understand what to prioritize, how to work more efficiently, and what will make the most significant impact.

Created byChin Hing Chang

Last updated 1/2025

English

English [Auto],

What you'll learn

What tasks to prioritize and how to create more time for yourself.
How to approach AI & Automation without compromising on your customer's experience.
How to delegate tasks to team members.
Various tools for improving efficiency in the sales process.
How to approach CRM implementation.
Inbox Management Tips

Course content

2 sections • 32 lectures • 51m total length

Introduction0:19
How to make the most out of this course1:49
Discover how to make the most of this course by focusing on long term results, targeting lowest hanging fruit, and embracing just in time learning for immediate results.
Systems vs. Flow State5:06
Explore how organizational systems and routines enable sales goals through consistent prospecting and continual refinement, and how flow state coexists with flexible schedules and triggers like coffee.
How to Multiple Your Time (Rory Vaden | TEDx Douglasville)0:01
AI/Automation2:52
Leverage ai automation to boost efficiency and create opportunities to do more, not less, by repurposing human talent. Test automation before scaling to avoid noise.
Delegation2:40
Develop delegation skills to scale fast-growing teams by redefining roles, embracing chaos, and handing off tasks like Legos, encouraging experimentation, knowledge transfer, and clear accountability.
Pareto Principle1:39
Apply the Pareto principle to sales by focusing on 20 percent of clients and tasks that deliver 80 percent of revenue and return on investment, while dropping high maintenance pursuits.
Exercise: Pareto Principle0:39
Apply the Pareto principle by reviewing routines, SOPs, and sales activities to assess time spent versus short- and long-term value, especially in relationship-building with prospects.

Reminder0:01
Tool Tips0:52
Explore sales tools through a candid peek under the hood, see how I use favorites, and learn to manage subscriptions and costs by tracking and canceling unused tools.
Zapier2:12
Explore Zapier, a workflow automation tool that connects apps and automates processes, from Eventbrite signups to Mailchimp and CRM, with multi-app if-then logic.
Tools: Workflow Automation0:04
Magical Text Expander1:32
Discover how a magical text expander uses keyboard shortcodes to auto-fill common phrases, emails, and receipts, saving time on repeated typing and copy-paste tasks.
Tools: Text Expanders0:05
Dux-Soup1:39
Explore Dux-Soup, a Chrome plugin for LinkedIn that automates profile visits to boost exposure, while preserving human engagement through personal outreach for high-quality leads.
Tools: LinkedIn Prospecting/Outreach0:03
Hunter1:00
Use hunter.io to look up emails by domain, reveal public emails and where they’re posted, and guess the first name–last name format for outreach at Cactus Club Cafe.
Tools: Email Finders0:03
Bulk Email Checker1:12
Explore how bulk email checker validates addresses, explains catch-all domains that route unknown emails, and shows how typos or non-existent domains affect verification and mailbox existence.
Tools: Email Checkers/Verifiers0:03
Mail Tester1:26
Use a mail tester to check your draft email for spammy content and verify DKIM, DMARC, and SPF authentication, HTML weight, text percentage, and unsubscribe header status.
Tools: Email/Spam Tester0:02
Yet Another Mail Merge (YAMM)5:19
Explore how yet another mail merge via a Google Sheets plugin personalizes emails with merge tags, and distinguish sales emails from marketing emails to improve deliverability.
Tools: Mail Mergers0:08
Calendly/Zoom1:33
Explore Calendly for scheduling via a shareable link, showing calendar availability, collecting details, and customizing hours and advance notice; use Zoom for live demos and client meetings.
Tools: Calendar Scheduling0:04
Tools: Video Meetings0:03
Active Campaign0:52
Explore ActiveCampaign's email-centric workflow automation, built-in CRM, and zapier-like conditional logic to tag contacts, tailor emails, and trigger follow-ups in your sales funnel.
Customer Relationship Management (CRM)8:52
Explore how HubSpot and other CRMs capture contact data, track emails, calls, notes, and meetings, and schedule reminders to ensure continuity across your sales team.
Tools: CRMs0:04
Exercise: Process Mapping5:58
Map the customer journey and internal actions through a process mapping exercise, identifying key decision points and required resources. Then evaluate tools to support those steps, test before automating.
Inbox Management3:09
Boost productivity with inbox zero-ish practices, use search to find messages fast, snooze reminders, apply the two-minute rule, batch-check, and unsubscribe unwanted newsletters.

Requirements

This is an entry level course and suitable for anyone without any tech experience.

Description

This free 45-minute course is designed to help you understand what to prioritize, how to work more efficiently, and the things to do that make the most significant impact to your daily productivity and time management.

Whether you're managing a team or working solo, these strategies can help you stay on top of your tasks, reduce stress, and give you back more time to do the things that really matter in both your personal and professional life.

You will learn about:

How to use systems and routines to more readily enter the flow state.
How to approach using AI & automation without compromising on the quality of customer experience and authenticity in your engagements.
How to approach delegation.
Various sales tools to improve your efficiency.
- Workflow automation tools
- Text Expanders
- LinkedIn Prospecting/Outreach tools
- Email finders, checkers, and verifiers
- Email/spam testers
- Mail Merge tools
- Calendar scheduling tools
- Video meeting platforms
- Customer Relationship Management (CRM) tools
Inbox Management tips

I'll also walk you through a practical exercise for mapping your processes to help you identify which are the best tools for your workflows and needs.

Overcome your productivity roadblocks, boost your efficiency, and start managing your time with purpose, clarity, and renewed focus!

Who this course is for:

Sales professionals
Sales reps
Sales Representatives
Business Owners
Founders
Entrepreneurs
Social Enterprises
Social Ventures

Sales Tools & Productivity

What you'll learn

Explore related topics

Course content

Productivity8 lectures • 15min

Sales Tools24 lectures • 36min

Requirements

Description

Who this course is for: