Automation – in general – is a huge force in many industries in the business world today. Every organisation looks for ways to automate business processes and workflows. And the sales industry is no exception. Sales representatives spend a majority of their day handling administrative tasks and researching prospects; actual sales only take up about a third of their time. Thanks to sales automation tools, time spent on these tasks can be lowered tremendously, giving sales reps more time to focus on speaking with prospects and improving the sales process.
In this article, we will outline our top 20 favorite sales automation tools, with the aim of helping you choose the right tool for your sales team.
What are Sales Automation Tools?
Sales automation tools are a type of software or tool that enables companies to standardise and automate the entire sales process, from prospecting to closing to relationship nurturing. Some sales automation tools offer an end-to-end experience, from automated lead research and contact management to reporting and team analytics. Alternatively, there are sales automation tools that specialise in a specific task or part of the sales process such as automated meeting scheduling, lead research, and more.
Since the birth of commerce, sales people were only able to touch a handful of potential clients each day. But now, thanks to sales automation, there are no limits
Benefits of Sales Automation Tools
Be it holistic or specialised software, your sales team will experience increased productivity and be able to focus more on selling and close more sales deals using sales automation. It will also give you a competitive advantage over your rivals and often leads to increased customer satisfaction. Ultimately, your company’s resources will be efficiently utilised and sales workflows optimised.
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Let’s take a look at our list.
1. Pega Sales Automation
Pega Sales Automation is an AI-driven sales automation software that aims to help you grow revenue, accelerate your sales cycle, and increase sales rep productivity. Its AI-enabled features can automate accurate forecast for upselling, cross-selling, and repeat purchases. The software uses AI to choose the best qualified leads and guide sales reps through the sales process and help make close sales easier. Additionally, its central dashboard will automatically generate personalised offers and lead ranking scores and tell you how your sales team is doing.
Pricing: Standard: $140, Intelligence: $170, Engagement: $250 (per user, per month)
Website: www.pega.com
2. Bpm’online sales
Bpm’online sales is cloud-based, end to end sales automation and CRM software that covers the entire customer journey. It allows you to automatically generate sales and revenue reports and email reports to superiors. In addition to sales reports, it automates sales forecast, meeting scheduling, and email sending with templates. Its built-in systems also make it easier and smoother for you to manage your sales team with a detailed overview of all key metrics and to manage leads with automated lead scoring and conversion. If you are looking for sales automation and CRM in one software, this might just be the one!
Pricing: Team: $25, Commerce: $30, Enterprise: $50
Website: www.bpmonline.com
3. HubSpot
HubSpot CRM was built from the ground up to be ready for the modern world. Intuitive and automatic where other systems are complicated and manual, HubSpot CRM takes care of all the little details – logging emails, recording calls, and managing your data – freeing up valuable selling time in the process. It regularly ranks as one of the best CRM software products for small businesses.
HubSpot CRM is 100% free forever and comes natively integrated with other free features that essential for small businesses: email marketing (up to 2000 emails/month), meetings scheduler, forms, email tracking, live chat, chatbot builder, reporting dashboard, contacts and pipeline management.
Price: 100% Free Forever
Website: www.hubspot.com
4. Prospect.io
Prospect.io is a sales automation platform that can help you find new prospects and automatically send them email campaigns and follow-ups. Its email finder feature is also available as a web browser extension that can identify email addresses through LinkedIn and company websites. It also automatically verifies email addresses to save you time. Aside from providing email templates for drip campaigns and follow-ups, the platform tracks and analyses your campaigns and provides statistics, from email opens to conversion rates. Another great thing is it integrates well with CRM tools such as HubSpot and Salesforce and with more third party apps through Zapier.
Pricing: Depends on how many credits you need per month, starting at $99 per month for 1000 credits. All features included and unlimited.
Website: www.prospect.io
5. Autoklose
Autoklose is another sales automation software that works very well with Salesforce and keeps everyone in a sales team on the same page. It comes loaded with several automation features, including lead generation, email campaign management, real-time email tracking and reporting, team management, and contact management. The software also automatically segments sales leads and enables customised targeting. There are many sales sequence templates available too. To find out if it’s right for you, you can get started with a 14-day free trial.
Pricing: Quotation needs to be requested on the website
Website: www.autoklose.com
6. Growbots
Growbots is a leading outbound sales automation platform trusted by renowned brands such as Deloitte and Gusto. It boasts over 200 million contacts from which it automatically prospects and comes up with tailored lists of your potential customers based on specific criteria. The platform even finds you the right decision makers in companies with their email addresses. It also enables you to personalise, customise, send, and track email campaigns. What is truly unique about the platform, however, is that it lets you perform A/B testing on your campaign templates to make the most out of it. Actionable insights are provided to help you boost your outbound sales.
Pricing: Quotation needs to be requested on the website
Website: www.growbots.com
7. Yesware
Yesware is a niche sales automation tool that transforms your email inbox such as Gmail and Outlook into a sales super tool. It automatically tracks, analyses, and reports every single email you send so that you know who has opened your messages, attachments, and links in real-time, right in your inbox. You can also schedule emails to be sent later and add a reminder note to save you time. Also, whether you are using Outlook or Gmail, it lets you create, customise, A/B test and send email using templates. More importantly, you can also integrate your email inboxes with your Salesforce and LinkedIn Sales Navigator account.
Pricing: Pro: $12, Premium: $25, Enterprise: $55
Website: www.yesware.com
8. Outreach
Described as “the #1 sales engagement platform”, Outreach is designed to automate sales processes, making sales reps highly productive, helping them get more meetings with prospects, and accelerating sales cycles. Central to the platform is its 360 view that allows users to see every key metrics and everything sales related in one place on the dashboard, including the number of prospects engaged, team schedules and today’s agenda. Additionally, the platform is equipped with intelligent sales sequences, powerful sales dialer, meeting schedules, email tracking, and even sales texting. Its automated sales workflow process and task prioritisation features will also increase sales reps productivity. On the downside, it doesn’t support integration with LinkedIn Sales Navigator account.
Pricing: Quotation needs to be requested on the website
Website: www.outreach.io
9. Freshsales
Freshsales CRM, part of Freshworks, is a sales automation tool that helps sales teams stay on top of their leads. Some interesting features Freshsales offers include email tracking, event tracking direct calling, sales management, lead management, analytics and customer support. This enterprise CRM software also provides several integration options with apps like Google calendar and Segment, and of course, with its own software, Freshdesk tickets.
Pricing: Price ranges from €12/ month for small teams to €79/ month for enterprises.
Website: www.freshworks.com
10. Calendly
Calendly is another sales automation software specialising in automated meeting scheduling so that you don’t have to spend time on back-and-forth sales meeting emails. It is well used by over 2 million monthly users and proudly counts LinkedIn and Zendesk among its top clients. The software enables you to send your own Calendly link via email or embed it on your website and then your invitees will be able to schedule individual slots as well as schedule a time with multiple team members of yours. It also supports group scheduling for webinars, trainings, and more. Though it’s automated, you can customise scheduling by setting buffers, minimum schedule notice, daily limits, time zone detection, and more.
Pricing: Basic: $0, Premium: $8, Pro: $12 (per user, per month, billed annually)
Website: www.calendly.com
11. Voicent Sales Automation
Voicent Sales Automation is an enterprise-level sales automation software that is made to automate sales processes and pipelines of enterprises. It automatically tracks sales deals, lets you know the standing of every sales deal, assigns deals and leads to specific agents, and measures agent performance. With this sales automation software, you can even set role-based permission, granting certain agents to create and send emails, campaigns, and delete contacts, while restricting others. Another powerful feature of the software is its contact and potential management that keep every detail, interaction, context, and progress in one place. But what makes Voicent unique and awesome is, unlike others, it doesn’t charge monthly or annual fees; instead, it sells lifetime licenses to enterprises.
Pricing: Quotation needs to be requested on the website
Website: www.voicent.com
12. Contact Enhance
Like its name suggests, Contact Enhance is a sales automation tool that automates lead research, enrichment and even generation for sales teams. It provides accurate, reliable detailed information about your contacts and leads across 52 profile fields, and all you need to do is to enter email address. More importantly, its impressive ‘Lookalike’ feature will help you find more of your ideal clients and generate more leads. It allows you to search and filter the results by job title, company name, location, and more until you find your ideal leads.
Pricing: Basic: £49.99, Advanced: £99.99, Premium: £299.99 (per month)
Website: www.contactenhance.com
13. CircleBack’s ContactCloud
ContactCloud is a powerful account-based prospecting tool that automates sales prospecting and lead research. It works both as a cloud-hosted tool as well as a web browser extension. The best thing about the tool is that by connecting your business email address to ContactCloud, you will get free, ongoing access to its whole database. Instead of doing hours of research, you can simply fire up the tool when you are on a company website and obtain access to contact information such as names, job titles, and email addresses of everyone who works there. You can export up to 50 contacts every month. It also integrates seamlessly with your sales workflow with the right integrations.
Pricing: Free, as long as your business email address is connected.
Website: www.circleback.com
14. LeadFuze
LeadFuze is sales automation software specialising in automated sales prospecting and lead generation. It allows you to bulk upload a list of companies or domains and select roles you want to target, and it automatically finds you the right contacts. You can even search and filter specific leads based on specific roles and industries, software and technologies they use, Adwords budget, employee size, and more. In return, it pulls up verified email addresses, mobile phone numbers, social media profiles, and more for you. Plus, it comes with Fuzebot, an AI-powered bot, that will build lists, verify emails, and help you avoid contact duplication in your CRM.
Pricing: Solo: $97, Team: $297 (per user, per month, billed monthly)
Website: www.leadfuze.com
15. Attach
Attach is a sales automation tool that offers automated lead qualifying and prospecting through email. It tracks and analyses every email and collateral such as pitch deck, presentation, and marketing materials sent to leads and contacts. It helps you understand which collateral works and which doesn’t and separates the engaged prospects from the rest. By providing you such detailed lead insights such as how many people in total share and view your collateral, last viewed, and most viewed pages, you are able to focus on the most engaged ones (instead of spending time on qualifying) and act instantly.
Pricing: Starter: $27, Closer: $45, Rainmaker: $72 (per user, per month, billed annually)
Website: www.attach.io
16. PandaDoc
PandoDoc is sales automation software that automates and accelerates sales deal closing processes and workflows. It enables users to create sales documents such as proposals and contracts with beautiful templates, automate pricing tables and catalogs, establish roles and set up approval workflows, and then send and track the documents. Impressively, the software even automates payment and legally binding signature collections so that sales reps can close the deals faster and move on to fresh leads. It also seamlessly integrates with CRM software such as Salesforce, accounting software, and more apps via Zapier.
Pricing: Business: $49 (per user, per month), Enterprise: Custom
Website: www.pandadoc.com
17. Terminus Email Experiences
Email signature marketing is an important part of a company’s sales processes. Terminus is a niche sales automation platform that automates email signature marketing processes for sales teams. Terminus integrates seamlessly on any email clients and works on any devices. It allows you to turn email signatures into a marketing channel and syncs across all employees from your directory. It supports account-level targeting with tailored and personalised messages, internal targeting, 1-on-1 targeting, and smart targeting based on specific criteria. In addition, you can connect it with your sales and marketing tools to automate sales workflows.
Pricing: Quotation needs to be requested on the website
Website: www.terminus.com
18. Affinity
Affinity is a sales automation tool that specialises in automated sales relationship intelligence. Its analytics features automatically log CRM activities, create contacts, and provide analytics on deals that are at risk in the sales pipeline. It also boasts ‘Funnel Risk Assessment’ which analyses average deal confidence by stage and ‘Breadth and Depth Relationship Report’ which shows strong and weak relationships.
Website: www.affinity.co
19. LeadGnome
LeadGnome is a sales automation tool that automates reply email mining for list building, database health, and pipeline growth. It automatically mines your reply emails for fresh intelligence to be added to your database and new contacts to be added to your list. It even automatically discovers new opportunities for you from emails based on sales trigger events such as job change. Another awesome feature of LeadGnome is that it can enrich and cleanse your existing leads with verified mobile and office numbers. The lack of a free plan for getting started and its complex pricing strategy based on monthly reply volumes are this tool’s biggest drawbacks.
Pricing: Quotation needs to be requested on the website
Website: www.leadgnome.com
20. Velocify
Velocify is a sales automation tool that automates and accelerates the entire sales process, from prospecting to conversion. Its Velocify LeadManager automatically captures, qualifies, prioritises, and distributes leads to sales reps so that they can focus more on selling. It can capture leads from various sources, including website contact forms, social media platforms, and marketing automation platforms. Moreover, users can use the platform to optimise and implement automated sales workflows. Another bonus is its native mobile apps on Android and iOS let you automate on the go.
Pricing: Quotation needs to be requested on the website
Website: www.velocify.com
Which sales automation tool is right for you?
Ready to get started? Try any one of these 20 sales automation tools to efficiently utilise your company’s resources, maximise your sales reps’ potentials, and optimise your sales workflows. In return, you will enjoy increases in sales rep productivity, customer satisfaction, and, of course, total sales. Don’t forget you will also stay ahead in the game!
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