Microsoft Office is an incredibly versatile and comprehensive tool on its own, but with the right add-ins you can supercharge the Office experience, improving your B2B sales productivity.
Microsoft add-ins are software utilities that enhance the overall functionality of core Microsoft Office applications including Word, PowerPoint, Outlook, and Excel. They offer focused productivity gains that can greatly help specific sales tasks.
Here are some of our favorite Microsoft add-ins that help drive sales efficiencies:
1. Word: Grammarly
While written communication is central to the process, grammar is often overlooked, lowering the perceived quality of the sales collateral. And as a result, reducing the perceived quality of the product or service sold.
Grammarly is a cloud-based writing support tool that automatically detects potential grammar, spelling, punctuation, word choice, and style mistakes. It greatly improves your writing and reduces the risk of embarrassing errors. Their Microsoft Word add-in automatically checks your documents and also provides weekly stats about your writing. Grammarly offers a free version that includes basic checks and a premium offer that checks for more complex errors and inconsistencies.
2. PowerPoint: TeamSlide
Building PowerPoint decks is a critical sales task, but quickly finding the right slide and leveraging past presentations can be inefficient. Sales teams often end up checking email attachments and flipping through decks to hunt for lost slides.
TeamSlide is a slide-level search tool embedded in PowerPoint. It searches across your content repositories (e.g. SharePoint, Box), local folders, and email attachments, allowing you to preview and insert the best slides into your current presentation. You’ll never rummage through presentations to hunt for a slide again.
3. Outlook: Join.me
Productive B2B sales team spend a significant amount of time in customer meetings. However, setting up conference calls with new leads can be tedious as sales professionals have to configure invites in Outlook and call details in a web browser. Between the back and forth, determining different time zones, and aligning calendars the process is time-consuming and prone to error.
Join.me, a web conferencing and online meeting solution, offers an add-in that helps you schedule meetings directly from Outlook. You can create a meeting invitation and include the required web conference details (personal URL, dial-in details, etc.).
4. Excel: Mapline
Managing sales territories, including their performance, is a core function in sales operations. However, generating simple but powerful visualizations that outline performance can be difficult, and as a result, often not completed.
Mapline, a mapping solution, offers an Excel add-in that helps you create maps from Excel data without leaving the worksheet. You can upload data directly from within Excel, allowing you easily update maps.