The 9 Best and Most Effective Tools for Cold Calling

Cold calling is a numbers game. Even if you have done your homework, have a list of somewhat qualified leads and start dialing full of optimism, you will get rejected. And you will get rejected a lot. Most of the time, you will be calling at the wrong time.

Cold calling success comes down to optimism and patience. In fact, to get the yes at the end of the call, you will have to stay persistent and provide real value to the prospect.

Furthermore, to be able to fill your quota, you will have to be as efficient and effective as possible.

best tools for cold calling

Interesting facts about Cold Calling

For you to have a more effective cold calling routine and make your life more organized, we reached out to 50 sales experts for the essential tools you need for telesales success.

Other categories were mentioned but we selected the categories that had the most consensus and the tools that were mentioned the most in each category.

This list does not only include what kind of tools you will need but the recommended tools in each category.

The 9 most effective cold calling tools experts recommend:

  1. Cloud Phone System
    Recommended tool: Ringover
  2. Scheduling platform
    Recommended tool: Calendly
  3. Screen Sharing solution
    Recommended tool: CrankWheel
  4. Revenue intelligence
    Recommended tool: Gong.ai
  5. Sales engagement platform
    Recommended tool: VanillaSoft
  6. Lead Management software
    Recommended tool: MyPhoner
  7. Conversation Intelligence Platform
    Recommended tool: Rafiki
  8. CRM software
    Recommended tool: Freshsales
  9. Predictive Dialer
    Recommended tool: RingDNA

1. Cloud Phone System

What is a cloud phone system?

A phone service that enables you to direct your phone calls through the Net. A cloud phone system, as the name suggests, is stored in the cloud which means that there is no maintenance cost.

Why is it important for Cold Calling?

With a cloud phone system, you will be lowering costs and you can more easily manage your phone system. Your agents will be able to make calls through the system on their desktops or mobile phones and it’s easy to create redirects.

Recommended tool: Ringover

Ringover combines unlimited calls, group messaging and video conferencing into one easy-to-use app. You can integrate it with your CRM and helpdesk tools in just a few clicks with no expertise needed.

Yann Abrassart
Director of Operations - Carizy

The features associated with the voice switchboard allow you to go very far in customising it and managing call routing. This is very practical, in particular, to guarantee an optimal quality of service.

2. Scheduling platform

What is a scheduling platform?

Scheduling platforms make it easier for you to manage your schedule and appointments and give you a better overview of your busy days. There are multiple scheduling tools or suites available as well as niche products that focus on a specific angle of scheduling needs.

Why is it important for Cold Calling?

Scheduling tools are not going to save you when you make first cold contact with a prospect. But they can help you become more efficient. They give you an overview of the day and can work both as a task list for the day or help you set up appointments or follow-ups more efficiently.

Recommended tool: Calendly

Calendly is a niche tool that makes appointment setting so much easier. You send a link to your calendly page and the person you are setting up an appointment with selects available time. Calendly then syncs the appointment with both your calendar apps.

Jamie Opalchuk
Founder & CEO - Hostpapa

I believe that when it comes to arranging sales calls, you need a solution that is both fast and convenient on both ends. Each minute your representatives spend planning available times could be used more productively elsewhere.

Calendly allows you to share a calendar link with your available times; prospects simply click on a time that works for them. Boom. Appointment has been made. There will be no back-and-forth inquisitions via email. You can reschedule your call directly from the meeting confirmation screen if you are unable to make it.

Additionally, Calendly interfaces with third-party calendar applications, optimising your process. The elimination of friction enables both parties to quickly schedule meetings, resulting in an increase of onboarding calls and consultations.

3. Screen sharing solution

What is a Screen sharing solution?

Screen sharing, as it suggests, enables you to share your screen with prospects. There are multiple options available, ranging from using specific screen sharing tools to using screen sharing features in collaboration platforms.

Why is it important for cold calling?

Screen sharing is important to break the ice and make your pitch visual, especially for more complex products such as insurance or digital products. Picture is worth a thousand words and by using visuals during cold calls, your prospect is more likely to understand visuals than just words.

Recommended tool: CrankWheel

CrankWheel is made with telesales in mind and works every time, even over bad Internet connections. Unlike collaboration platforms such as Teams or Zoom, your prospect is not required to install anything. You can start a session and send a link via email or SMS or just tell them your public link and they can enter the session in seconds. Prospects can connect on any device, mobile and desktop.

Bruce Bourgeau
Owner - B2 Marketing Solutions

I first heard about CrankWheel in a digital marketing webinar. We were discussing cold calling and how to reach out to prospects who don't know or trust us.

One of the attendees commented that CrankWheel was free to use and super easy to give to prospects when cold calling, etc.

Since nothing is required to download, and super quick and easy, it helps create trust and like.

I use CrankWheel with my clients and friends because I don't have to go into a great explanation how to use or it's setup. They just click the link - that's it. I Love it.

4. Revenue intelligence

What is Revenue intelligence?

Revenue intelligence tools use AI to develop forecasts and spot sales opportunities. RI tools collect and analyze important data to give insights on how accounts are performing, sales trends and hidden opportunities.

Why is it important for Cold Calling?

Sales forecasting becomes more accurate, you can see if and which pipelines are at risk, increase performance and to automate certain CRM processes which in turn can improve customer relationships.

Recommended tool: Gong.ai

By using machine learning and AI, Gong analyzes data that helps sales teams by finding patterns from its database of hours of sales conversations.

Cornelius Fichtner
President - OSP International LLC

Gong is an A.I. tool that analyzes your calls and gives you insights on what’s working - and what isn’t. It tells you which words and phrases mean a client is likely to buy. When to call and not call your target audience if you want to convert. Even days of the year to ignore if you want to close sales successfully (i.e. late December is bad, sales don’t close)

Gong took us from having to guess and analyze what we’re doing to seeing an explosion in our sales. There’s nothing else like it on the market. The Superbowl and Times Square ads aren’t just for show; I want to say the software took our sales up 70% in our first quarter with it.

5. Sales engagement platform

What is a sales engagement platform?

It helps your interactions with prospects across channels. You can book meetings, make phone calls, send messages inside one piece of software which makes your work more efficient.

Why is it important for Cold Calling?

It gives you both the tools to communicate and the overview of communications inside the same platform. You can use separate tools alongside your CRM but when you have reached the threshold of two to three, you might want to consider a all-in-one tool or start using integrations with your CRM.

Recommended tool: VanillaSoft

VanillaSoft assists teams in managing large amounts of leads. You may develop a unique formula to evaluate leads as they come in using its lead scoring tools, ensuring your agents speak to the highest priority prospects first.

Vaibhav Kakkar
CEO - Digital Web Solutions

Its simple dashboards allow you to keep track of your team's performance at a glance, allowing you to measure both call activity and sales success.

Both progressive and preview dialing are available in VanillaSoft. Your staff can view contact information without having to look it up with these auto dialing options. They'll also save time by using click-to-call tools instead of dialing numbers manually.

6. Lead Management software

What is Lead Management software?

Think of it as a CRM but for prospects. You fead leads from the lead management system to your sales team and when they have become customers, they become part of the CRM. Instead of filling your CRM with bad leads that won’t convert, you filter them out.

Why is it important for cold calling?

It helps you stay organized and gives you an overview of the leads that you are currently nurturing to become customers.

Recommended tool: Myphoner

Myphoner automates and streamlines the flow of sales operations by keeping tabs of leads through each stage of the funnel and makes sure that they are being nurtured until the sale is closed.

Anthony Martin
Founder & CEO - Choice Mutual

As a licensed life insurance agent, I would recommend Myphoner. It provides insight into when to call and automates activities that save agents time calling people or creating follow-up emails for specific reasons.

Therefore, agents can put more valuable focus on calls that do go through, increasing wins for them.

7. Conversation Intelligence Platform

What is a conversation intelligence platform?

It’s a software that uses algorithms to analyse what is being said or written to deliver analysis of sales conversations.

Why is it important for cold calling?

By using real time analysis of your interactions with prospects and customers, you are much more likely to get results. You will see which parts of your sales script deliver results so you can fine-tune your pitch more effectively. Some more advanced conversation intelligence platforms even have the option to give you hints and advice during the conversation.

Recommended tool: Rafiki

Rafiki helps you by spotting deal risks and upside opportunities. It can also help in improving sales conversations. The software records and transcribes conversations and provides an analysis of them.

Roy Morejon
President & Co-founder - Enventys Partners

I have found that Rafiki software is very useful for cold calling purposes.

This tool uses artificial intelligence to analyze key performance indicators (KPIs) and identify successful patterns.

This software details the cold calling journey, and its results provide actionable insight.

8. CRM software

What is a CRM system?

In essence, Customer Relationship Management software gives you an overview of your relationship with your customers. It stores contact information but also when and how you have interacted with the customer as well as information on when it’s best to contact them and other things your sales team has noted during interactions.

Why is it important for cold calling?

Cold calling can often be about qualifying leads which means that the agent needs to be effective in making as many calls as possible. CRM helps agents to be organized and effective. CRM is most beneficial after the first cold call, to build and nurture the relationship.

Recommended tool: Freshsales

Freshsales enables you to manage your relations with existing and potential customers. It includes sales lead tracking, sales management, tracking events and more. You can send personalized bulk emails and activities of the emails.

Evan Tarver
Co-founder & CEO - SellingSignals.com

When cold calling, we use a CRM that has a built-in phone dial so reps can make cold calls directly from within their CRM. The best CRMs for cold calling not only have a built-in dialer, but also a powerful mobile app that gives you a business line on your personal device as well as features like call logs and conversation routing so you can send warm leads to the right sales reps for further nurturing.

Freshsales offers foundational relationship management features and customization for call centers — you can tailor visual pipelines, reports, and follow-up activities according to your needs. It also offers call recording and voicemail drops and integrates with Freshsales’ call center software, Freshcaller, for even more features.

It’s great for businesses looking for a comprehensive CRM package that will accommodate sales and support needs.

9. Predictive Dialer

What is a predictive dialer?

A predictive dialer works in a similar way as an automatic dialer; dialing automatically from a list of prospects and routing the call to an agent when someone picks up. The difference between predictive and automatic dialers is that predictive dialers dial when it’s likely that an agent will be available when the call is connected to the prospect. When the sales team has many ongoing conversations, the system slows down and picks up again when the team is available.

Why is it important for cold calling?

Again, cold calling is a numbers game. It’s important for agents to make as many calls as possible. With a predictive dialer, you are not risking that a prospect picks up and has to wait on the line for an agent to pick up.

Recommended tool: RingDNA

RingDNA imports data from your contacts and calls prospects from their own area code. They claim that leads are 400% more likely to pick up the phone when they see a local number dialing them.

Ryan Stewart
Managing Partner - Webris

I use RingDNA to reach out to my prospective clients. It helps us create a sales workflow where we can make a list of clients that are currently in the pipeline.

This allows for a streamlined process, which helps us boost our productivity. With this increased productivity, we can now make more calls per hour, allowing us to expand our business’s reach.

RingDNA enables automation which means we no longer have to spend hours typing in the prospect client’s information. This is a user-friendly application that non-technical staff members can easily understand, making its implementation more seamless.

It helps build trust and credibility by ensuring that a local number appears on the client’s dialer when a call is placed.

If you are interested in gaining more skills in telesales, check out our previous article on the best tips, tricks and techniques for cold calling from our panel of experts.