Proposify logo Proposify logo
  • Product
    • Product OverviewProposify is the all-in-one platform that makes every deal a closed deal.
    • IntegrationsChoose from hundreds of third-party tools to connect with
    • Document AutomationAccelerate your sales cycle by sending professional, on-brand documents.
    • Interactive QuotesCreate interactive and error-free quotes that will quickly seal the deal.
    • Contract ManagementMark up and sign on any type of contracts, quotes, and agreements.
    • E-Signatures & PaymentsGet all your sales documents legally locked down right within Proposify.
  • Solutions
    • Roles
      • Sales
      • Marketing
      • IT/Operations
    • Industries
      • Agencies and Consulting
      • IT and Software
      • Landscaping and Janitorial
      • Construction and Restoration

    Want help from the experts?

    We offer bespoke training and custom template design to get you up and running faster.

    Learn more
  • Templates
  • Pricing
  • Resources
    • LEARN
    • Case Studies
    • Self-Guided Tour
    • Webinars
    • Blog
    • Newsletter
    • SUPPORT
    • Help Center
    • Getting Started
    • Product updates
    • API Docs
    • Refer a Friend

    State of Proposals 2025 Report

    We’ve dug deep into our data and extracted the information that sales and marketing leaders can use to make their proposals better and boost their business.

    Read the Report
  • Log in
  • Book a demo
  • Sign Up Free
  • Product
    • Product OverviewProposify is the all-in-one platform that makes every deal a closed deal.
    • IntegrationsChoose from hundreds of third-party tools to connect with
    • Document AutomationAccelerate your sales cycle by sending professional, on-brand documents.
    • Interactive QuotesCreate interactive and error-free quotes that will quickly seal the deal.
    • Contract ManagementMark up and sign on any type of contracts, quotes, and agreements.
    • E-Signatures & PaymentsGet all your sales documents legally locked down right within Proposify.
  • Solutions
    • Roles
      • Sales
      • Marketing
      • IT/Operations
    • Industries
      • Agencies and Consulting
      • IT and Software
      • Landscaping and Janitorial
      • Construction and Restoration
  • Templates
  • Pricing
  • Resources
    • LEARN
    • Case Studies
    • Self-Guided Tour
    • Webinars
    • Blog
    • Newsletter
    • SUPPORT
    • Help Center
    • Getting Started
    • Product updates
    • API Docs
    • Refer a Friend
  • Log in
  • Book a demo
  • Sign Up Free
Proposify Blog
    • Sales
    • Proposals
    • Business
    • Tools
    • Product
    • Marketing
  • Sales
7 min read

How to Choose the Right Sales Enablement Tools & Software

March 28, 2024
Kyle Racki Kyle Racki CEO & Co-Founder
  • Share
  • Share
  • Tweet
  • Copy

    Getting into a sales enablement mindset is the first step toward empowering your sales team. And the right sales enablement tools can be the difference between closing a deal and missing out.

    The key is to first fully understand what sales enablement is and how it works so you can choose a tool that meets your team's needs and sets them up for success.

    What is Sales Enablement?

    Sales enablement is a strategic process that equips your sales team with the resources they need to close more deals. Its goal is to ensure that every member of your team can engage with the right prospects at the right time, with the most effective approach.

    Sales enablement processes are concerned with sales soft skills, such as emotional and inspirational intelligence, and the ability to empathize and communicate effectively.

    By aligning the goals and strategies of the sales and marketing teams, sales enablement also helps create a more cohesive approach to prospect engagement, ultimately leading to better sales outcomes.

    Difference Between Sales Enablement and Sales Operations

    Sales enablement and sales operations are both crucial components of an organization's sales ecosystem. But they have distinct roles with different purposes.

    Sales Enablement

    Focuses on empowering sales representatives with the tools, content, and knowledge they need to sell more effectively.

    Involves creating and providing resources such as training programs, sales playbooks, case studies, sell sheets, and product information to enhance the sales team's ability to engage prospects and close deals.

    Aims to bridge the gap between what sales teams need to know and what they currently know, thereby increasing their effectiveness in engaging with potential customers.

    Sales Operations

    Concentrates on the efficiency and effectiveness of a company’s sales processes and operations.

    Deals with the behind-the-scenes activities that support the sales function, such as sales strategy, planning, forecasting, territory division, compensation plans, and sales tools and technology management.

    The goal is to streamline sales processes, reduce friction in the sales cycle, and ensure that sales teams are working as efficiently as possible.

    While sales enablement is about equipping your team with the right tools and knowledge to sell effectively, sales operations focus on the broader strategy and logistics that support the sales organization's overall functionality.

    Sales Enablement Main Functions

    Sales enablement encompasses a variety of functions aimed at increasing sales efficiency and effectiveness.

    Content Management

    Creating, organizing, and distributing relevant sales materials such as case studies, product sheets, and presentations to help sales teams effectively communicate value propositions.

    Training and Coaching

    Providing sales teams with continuous learning opportunities through workshops, e-learning modules, and coaching sessions to develop their skills and knowledge.

    Sales Communication

    Facilitating clear and consistent communication between sales, marketing, and other relevant departments to ensure alignment on goals, strategies and messaging.

    Performance Analysis

    Monitoring and analyzing sales activities and outcomes to identify areas for improvement, measure the effectiveness of sales enablement initiatives and make data-driven decisions.

    Tool and Technology Provisioning

    Equipping sales teams with the necessary tools and technologies, such as CRM systems, sales automation tools, and engagement platforms, to streamline the sales process and enhance productivity.

    Cross-Functional Collaboration

    Fostering collaboration between sales, marketing, product development, and customer service teams to ensure a unified approach to sales and prospect engagement.

    By focusing on these functions, sales enablement can help you better prepare your sales team to drive increased sales performance and revenue growth.

    PROPOSAL SOFTWARE BUYER'S GUIDE   Find your perfect match.   The 10 best proposal tools, ranked & reviewed. No fluff, just real insights from real users so you can pick the best, ditch the rest, and start closing deals faster.

    Sales Enablement Best Practices

    Adopting best practices, particularly in business to business (B2B) sales enablement, can significantly enhance the effectiveness of your sales team.

    Align Sales and Marketing

    Ensure sales and marketing alignment in terms of goals, messaging, and target audience. This collaboration leads to more consistent and effective communication with prospects.

    Understand Buyer Personas

    Develop detailed buyer personas to understand the needs, challenges, and decision-making processes of your target prospects, allowing for more personalized and effective sales strategies.

    Create Targeted Content

    Develop content tailored to different stages of the buyer's journey and specific buyer personas. This could include case studies, product datasheets, FAQs, and more, aimed at addressing the unique concerns and questions of prospects at each stage.

    Leverage Technology

    Use sales enablement technology and tools to organize content, manage communications, and track sales activities such as a CRM, a business communication solution, etc. This technology can help sales teams access the right resources at the right time, enhancing productivity and effectiveness.

    Continuous Training and Coaching

    Offer ongoing training and coaching to keep the sales team updated on product developments, market trends, and sales techniques. Regular skill development and knowledge sharing contribute to a more competent and confident sales force.

    Measure and Optimize

    Regularly measure the effectiveness of your sales enablement strategy using metrics such as sales cycle length, win rate, and deal size. Use this data to continuously refine and improve your approach.

    Foster a Culture of Feedback

    Encourage open feedback from the sales team on the resources, training, and tools provided. This feedback can offer valuable insights into what is working and what needs improvement.

    With these best practices, you can create a more supportive environment for your sales team, leading to improved performance and greater success.

    What is Sales Enablement Software?

    Sales enablement software is designed to improve the efficiency and effectiveness of a sales team by providing them with the tools, content, and information needed to engage prospects more effectively.

    When evaluating a sales enablement platform, look for these key features and functionalities.

    Sales Engagement Tools

    Be sure it provides tools for effective communication with prospects, including email templates, call scripts, and content personalization, enabling sales reps to deliver consistent and relevant messages.

    Collaboration Features

    Look for a sales enablement tool that facilitates collaboration among sales team members, as well as between sales and marketing teams, enabling the sharing of best practices, feedback, and insights.

    Integration Capabilities

    Assess how well the software integrates with your existing tools, such as CRM systems, email platforms, and marketing automation tools. Seamless integration ensures a smooth workflow and reduces manual data entry.

    Content Management Features

    Examine the content management capabilities, including content creation, storage, organization, and distribution. Ensure the content library supports various content formats and allows for easy access and sharing among sales team members.

    Training and Coaching Tools

    Evaluate the training and coaching features, such as the availability of onboarding materials, training modules, video content, and tracking of sales team progress. Continuous learning opportunities are crucial for sales team development.

    Analytics and Reporting

    Look for robust analytics and reporting features that provide insights into content usage, sales performance, and prospect engagement. These metrics are vital for understanding what's working and making data-driven decisions in your sales enablement strategy.

    User Experience

    Consider the user interface and overall user experience of the software. It should be intuitive and easy to navigate for sales representatives, reducing the learning curve, encouraging adoption and making daily use easier.

    Scalability

    Ensure the software can scale with your business. It should be able to accommodate growth in your sales team and content needs without significant performance issues.

    Customization and Flexibility

    The software should offer customization options to align with your sales processes and workflows. Flexibility in setting up and customizing features is important to tailor the system to your specific requirements.

    Security and Compliance

    Verify the software's security features and compliance with relevant regulations, especially if you operate in a highly regulated industry. Data security is paramount to protect your prospects' sensitive information. Using a password manager can enhance security by ensuring strong, unique passwords for all accounts, reducing the risk of breaches and unauthorized access.

    Vendor Support and Community

    Assess the level of support provided by the vendor, including customer service, training, and technical support. A strong user community can also offer additional resources and peer support.

    Cost and ROI

    Consider the pricing model of the software and evaluate it against the potential return on investment. The cost should align with your budget and the value it brings to your sales processes.

    By carefully considering these factors, you can select sales enablement tools that meet your current needs and support your sales team's future growth and success.

    Enable Your Sales Team to Succeed

    When you're ready to select a sales enablement solution, consider Proposify. It includes all the features you need to set your sales team up for success, and gives them all the tools they need to close deals more quickly and efficiently.

    Learn more about Proposify's proposal software, and how it gives you total control and visibility into your proposal process, from start to finish.

    Kyle Racki
    Kyle Racki

    Co-founder and CEO of Proposify, and co-host of the Levership podcast. Outside of Proposify, he plays in the band Club Sunday, who put out their first LP in 2023 and enjoy playing live shows every chance they get. Follow him on LinkedIn.

    Subscribe via Email

    Related Posts

    Top 7 GetAccept Alternatives
    Business 8 min read March 22, 2024
    Top 7 GetAccept Alternatives Top 7 GetAccept Alternatives: The Best Options for Streamlining Sales Processes The ability to streamline sales processes is crucial for staying …
    Read Post
    2020 in Review: 6 Lessons We Learned From a Wild Year of B2B Sales
    Sales 10 min read January 19, 2021
    2020 in Review: 6 Lessons We Learned From a Wild Year of B2B Sales What did you learn in 2020? The Proposify sales team is sharing their socially-distanced lessons in sales enablement, operations, and management, …
    Read Post
    Proposify logo
    • Platform
      • Proposal Automation
      • Quoting
      • Contract Management
      • E-Signatures & Forms
      • Integrations
      • API
      • Security
      • Our Professional Services
    • Solutions
      • Sales
      • Marketing
      • IT/Operations
    • Resources
      • Blog
      • Templates
      • Webinars
      • Books & Guides
      • Knowledge Base
      • AI Proposal Generator
    • Company
      • About
      • Diversity
      • Careers
      • Customers
    ©2025 Proposify Inc. All rights reserved.
    • Contact Us
    • Privacy Policy
    • Terms & Conditions
    • Status
    • LinkedIn
    • Facebook
    • Instagram

    Basic

    Start free trial

    Team

    Start free trial

    Business

    Book a demo

    Brand customization

    Unlimited templates

    All accounts allow unlimited templates.

    Content library

    Create and share templates, sections, and images that can be pulled into documents.

    Embed images & videos

    Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia

    Custom domain

    You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL

    Content authoring

    Basic Team Business
    Online signatures

    All plans allow you to get documents legally e-signed

    Interactive quoting

    Allow prospects to alter the quantity or optional add-ons

    Client input forms

    Capture information from prospects by adding form inputs to your documents.

    Document Sends

    You can create unlimited documents but some plans limit how many you can send per month.

    info

    5 sends / mo

    Unlimited

    Unlimited

    Collaborator seats

    Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send.

    info

    1 collab seat included

    3 collab seats included

    5 collab seats included

    Visibility

    Basic Team Business
    Notifications & metrics

    Get notified by email and see when prospects are viewing your document.

    PDF export

    Generate a PDF from any document that matches the digital version.

    Reports

    Get a full exportable table of all your documents with filtering.

    Integrations & API

    Basic Team Business
    Payments

    Connect your Stripe account and get paid in full or partially when your proposal gets signed.

    Integrations

    Integrate with popular CRMs, invoicing, and project management tools.

    Automations

    Set up automations using pre-built connectors or customize using the workflow builder

    Single sign-on (SSO)

    Our SSO works with identity providers like Salesforce, Okta, and Azure

    Salesforce integration

    Use our managed package and optionally SSO so reps work right within Salesforce

    $9/user/mo

    Aspire integration

    Import contacts and field data from Aspire into documents in Proposify

    $9/user/mo

    Process & control

    Basic Team Business
    Custom fields & variables

    Create your own fields you can use internally that get replaced in custom variables within a document.

    Auto reminders

    You can automatically remind prospects who haven't yet opened your document in daily intervals.

    Roles & permissions

    Lock down what users can and can't do by role. Pages and individual page elements can be locked.

    Approval workflows

    Create conditions that if met will trigger an approval from a manager (by deal size and discount size).

    Workspaces

    Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.

    API Access

    Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.

    Customer Success

    Basic Team Business
    Email & chat support

    Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.

    Phone & Zoom support

    Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.

    Success manager

    Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.

    Premium integration support

    Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

    Custom template design

    Our in-house designers will design an on-brand, professional proposal template to your satisfaction.

    info
    Learn more Learn more Learn more

    Subscribe via email