Are you tired of spending hours on end every day, tediously trying to manage and grow your sales? Well, there’s a better way! Sales automation tools can help you streamline and optimize your sales process, so you can focus on what really matters – closing more deals.
But with so many options out there, how do you know which tools are worth your time and money?
To help you out, we’ve compiled a list of 30 sales automation tools to help you sell more in 2023.
So without further ado, here are our top picks.
- Sales Automation Tools for Prospecting
- Sales Automation Tools for Cadence Automation
- Sales Automation Tools for System Integration
- Sales Automation Tools for Customer Relationship Management
- Sales Automation Tools for Meeting and Scheduling
- Sales Automation Tools for Sales Engagement
Sales Automation Tools for Prospecting
Here are the best sales automation tools for finding new leads and identifying customers!
Best Sales Automation Tools in Class: Unicorn X-Ray Email Capture
Wouldn’t it be great to have the email addresses of 20% of the people who visited your website? Think of how much easier it would be to keep those customers engaged.
WIth Unicorn X-Ray Email Capture from Customers.ai, you can finally do just that!
Our revolutionary technology can get you the name and contact information of 20% of the anonymous visitors to your site.
Instead of losing a customer because they got distracted before they could finish their purchase, you can put them through our expertly-built sales outreach automations and turn them into a customer for life!
Here’s how X-Ray works:
- Log into Customers.ai and click the button to “+Automation”.
- Choose the “X-Ray Lead Generator” trigger.
- Specify your Facebook Ad landing page.
- Configure the email address from which you want to send email automations.
- Write your email and set up the automated email sequence.
- Connect the automation to a Google Sheet
ZoomInfo is a sales and marketing intelligence tool designed to help businesses find and connect with their target audience. It provides a suite of features for contact and company information, prospecting, and sales intelligence. With ZoomInfo, you can search for a company’s contacts based on various criteria, such as job title or location, and get relevant contact details to use for outreach. For example, a salesperson might use ZoomInfo to identify potential customers who meet specific criteria, such as being in a certain industry or having a certain job title.
LinkedIn Sales Navigator
LinkedIn Sales Navigator is a sales tool designed to help sales professionals find and connect with potential customers on LinkedIn. The platform provides a suite of features for lead searching, lead recommendations, lead tracking, and account management. Users can use Sales Navigator to identify and reach out to potential customers, track engagement, and collaborate with team members on sales strategies. It is commonly used by B2B sales teams, sales managers, and business owners who are looking to grow their business by leveraging LinkedIn’s vast professional network.
Leadfeeder offers a range of B2B sales automation features that help businesses track and identify website visitors. Its suite of capabilities includes lead management, prospecting, and reporting. By using Leadfeeder, you can gain insights into the behavior of companies visiting your website. For instance, a sales representative could utilize Leadfeeder to recognize potential customers who visited their website, understand which pages they viewed, and use that information to customize their outreach efforts.
Sales Automation Tools for Cadence Automation
Cadence automation is an incredibly powerful tool for keeping your customers engaged! Here are the best sales automation tools for 2023:
Best Sales Automation Tools in Class: Sales Outreach Automation Builder
Building up a rich database of contact information is only step one! You need tried and true methods of securing their business. Sales outreach automation from MobileMonkey empowers you to strategically reach out to your list. This maximizes your chance of a sale while minimizing your workload!
Mixmax is a sales automation tool designed to help businesses streamline their email communication. It provides a suite of features for scheduling, tracking, and personalizing emails. With Mixmax, you can track email opens and clicks, schedule follow-up emails, and personalize your emails with custom templates and snippets. For instance, a marketer might use Mixmax to send targeted email campaigns, track their performance, and optimize their email strategy based on the data collected.
BombBomb is a video email marketing platform designed to help businesses improve their communication and connection with their customers. It provides a suite of features for recording and sending video emails, as well as tracking their performance. With BombBomb, you can record personalized video messages and send them via email to your customers. For example, a salesperson might use BombBomb to introduce themselves and their products, answer customer questions, or provide product demos, thereby building a more personal and engaging connection with their audience.
Act-On is a cloud-based marketing automation platform that allows businesses to attract and nurture leads, personalize customer experiences, and automate marketing campaigns. With features such as lead scoring, A/B testing, and automated email campaigns, Act-On is designed to streamline the marketing process and generate more leads for businesses. For example, a marketer could use Act-On to create targeted email campaigns based on customer behavior, such as abandoned cart reminders or upsell opportunities based on purchase history.
PitchLane is a video marketing platform that offers tools and resources to help businesses create and distribute professional-looking videos. It offers features like customizable video templates, access to stock footage and images, and an analytics dashboard to track video performance. Small businesses, marketing teams, and content creators who want to create high-quality videos for their marketing campaigns could benefit from using PitchLane.
Sales Automation Tools for System Integration
New tools are great but unless they integrate with what already works for your team, they can be more trouble than they’re worth. Here are sales automation tools to help you do that.
Best Sales Automation Tools in Class: Zapier Integration
Customers.ai seamlessly becomes part of your existing workflow by integrating with Zapier.
Linking Slack, Trello, your e-commerce platform, or thousands of other tools with Customers.ai is a breeze. What could be better than adding a powerful outreach tool without interrupting the process your teams are already familiar with?
Here’s how to find your Zapier integrations in your Customers.ai account:
- Once you’ve logged in, click on the Integrations tab.
- Click on the Zapier tab in your integrations page.
- Use one of Customers.ai’s pre-built templates or create your own.
Best Sales Automation Tools in Class: Trigger Outreach on Multiple Inputs
Your sales automation tools should reflect the way you interact with your customers. That’s why Customers.ai’s automated outreach campaigns can be triggered by multiple outputs. Whether the information comes from a .CSV file, Zapier, a web chat, or a custom Google Sheet, Customers.ai can get your automated outreach campaign to the people who need to see it!
Join Today’s Webinar with Larry Kim!
Or Register for the Free Replay
Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.
Sales Automation Platforms for Customer Relationship Management (CRM)
Customer Relationship Management tools are often the hub of your sales automations. Here are the best tools for the year ahead.
HubSpot Sales Hub
HubSpot Sales Hub is a versatile sales automation tool that offers various features tailored to sales teams. The platform assists users in managing leads, automating sales processes, and monitoring progress by providing tools such as email templates, call tracking, and sales reporting.
Salesforce Sales Cloud
Salesforce Sales Cloud is a sales automation tool that enables businesses to manage their sales processes through the cloud. It comes equipped with various features for lead management, pipeline tracking, and forecasting, including account and contact management, opportunity tracking, and sales collaboration tools.
Zoho CRM is a tool that enables businesses to manage customer data and automate sales processes. It provides features for lead and contact management, sales forecasting, and reporting, such as social media integration, mobile access, and sales automation.
Pipedrive is a sales pipeline management tool designed to help businesses monitor sales processes. It provides features for lead management, pipeline tracking, and sales reporting, including sales forecasting, deal tracking, and email integration.
Freshsales is a sales automation tool that streamlines sales pipelines for businesses. It provides features for lead and contact management, pipeline tracking, and reporting, such as email integration, deal tracking, and sales forecasting.
Salesflare is a CRM and sales automation tool designed for small and medium-sized businesses. It offers a range of features for contact and deal management, email automation, and sales pipeline tracking. Salespeople can use Salesflare to keep track of their interactions with leads and customers, schedule follow-ups, and automate their sales process, which can help them save time and close more deals. For example, a salesperson might use Salesflare to organize their pipeline, create email sequences, and get insights into their sales performance.
Drip is an e-commerce customer relationship management (CRM) tool that helps online businesses capture and convert leads into loyal customers. With its powerful marketing automation capabilities, Drip allows businesses to create personalized customer journeys based on customer behavior and data. For example, a small e-commerce business might use Drip to set up a welcome email series that sends a sequence of automated emails to new subscribers, offering discounts and other incentives to encourage them to make their first purchase.
Zendesk Sell is a sales CRM software that helps businesses manage their sales pipeline and improve their sales process. It provides features such as lead and deal tracking, sales reporting, and collaboration tools for sales teams.
Close is a cloud-based customer relationship management platform designed for sales teams of all sizes, offering lead and opportunity management, email and voice communication, and reporting features. It provides features such as a built-in dialer, email automation, and contact management to help streamline the sales process. Close is a popular CRM among sales teams because of its ease of use and affordability.
Nutshell is a cloud-based CRM software designed to help businesses manage their customer relationships effectively. With features such as sales automation, lead management, and pipeline management, Nutshell allows businesses to streamline their sales processes, automate repetitive tasks, and gain insights into their sales performance. One unique aspect of Nutshell is its Google Apps integration, which enables users to manage their sales pipelines from their Gmail accounts. Additionally, Nutshell offers native integrations with popular third-party applications like QuickBooks and Mailchimp, making it a versatile solution for businesses of all sizes.
Agile CRM is a customer relationship management software that offers a range of features such as contact management, marketing automation, and sales tracking. They offer social media integration, project management, and help desk automation to cater to various business needs. Agile CRM also has a drag-and-drop email composer and a range of integrations with other business tools.
Sales Automations Tools for Meeting and Scheduling
Keeping track of all your meetings and tasks can sometimes be the hardest part of your job! These tools make it a breeze.
Calendly is an online scheduling tool that allows users to easily schedule and manage meetings and appointments with others. Its features include the ability to sync with multiple calendar types, custom appointment types, and automatic time zone detection. A business owner might use Calendly to eliminate the back-and-forth of scheduling meetings and make it easier for clients or colleagues to schedule time with them. For example, a consultant might use Calendly to allow clients to schedule a free consultation without having to email back and forth to find a time that works for both parties.
Trello is a project management tool that helps users organize and prioritize tasks using boards, lists, and cards. It allows users to track progress and collaborate with team members in real-time. A marketer might use Trello to manage their marketing campaigns, create content calendars, and track their team’s progress on various projects.
Sales Automation Tools for Sales Engagement
Understanding how your customers interact with your business is essential to improving your outcomes. These are the best tools to help you work smarter (not harder!) in 2023.
Best Sales Automation Tool in Class: Email Deliverability Tools in Customers.ai
It’s harder than ever to get your email past the aggressive filtering features built into Gmail and other popular clients. Email Deliverability Tools like the Customers.ai Signs of Life Detector give you the best shot at escaping the dreaded promotions tab and landing in your customer’s inbox! This tool also helps you reduce bounces and protects your domain’s health!
Best Sales Automation Tools in Class: Facebook & Instagram to Email & SMS Automations
Do you ever feel like your Facebook and Instagram interactions aren’t leading to as many conversions as they should? With MobileMonkey’s email and SMS automations, you can turn Facebook and Instagram comments or messages into triggers for proven Sales Outreach campaigns! This sales automation tool makes sure the hard work you put into your social media pays off!
You can add Facebook and Instagram interactions to your automations by following this process:
- Login to your account and click the “+ Automations” button.
- Click the “+ Add Trigger” button.
- Click the Facebook or Instagram tabs.
- Pick the trigger or triggers that you need.
Best Sales Automation Tools in Class: SMS Outreach tools in Customers.ai
Adding SMS outreach marketing to your business’s sales outreach is like having a direct hotline to your customers’ pockets.
With high open and response rates, it’s the best way to promote exclusive deals to, announce new products, and keep your existing customers up-to-date. Plus, it’s faster than a cheetah on a caffeine high, so you can connect with your customers in real-time and stay top of mind. Your customers will be texting you their thanks!
Get the most out of our SMS automation tool by using a text as final step in a sales sequence.
Here’s how you can add it to an existing automation:
- Once you’ve selected your existing automation, scroll to re-engagement automations.
- Hit the plus sign.
- Click “Send SMS.”
- Click “Add Widget.”
- Select the widget you’d like to use!
Gong is a sales automation tool designed to help businesses analyze their sales conversations. It provides a suite of features for call recording, transcribing, and analysis. The tool includes features such as conversation analytics, coaching insights, and deal execution tracking.
Vidyard is a video marketing and sales automation tool designed to help businesses create, host, and share videos. It provides a suite of features for video creation, hosting, and analytics. The tool includes features such as video recording, editing, and distribution.
Salesloft is a sales engagement tool designed to help sales teams automate their sales processes. The platform offers a suite of features for managing leads, creating cadences, and tracking sales progress. It includes tools for multi-channel communication, conversation analysis, and account prioritization.
There you have it – our top 30 sales automation tools for 2023.
But remember, just because a tool is on this list doesn’t necessarily mean it’s the right one for you. Each business has its own unique needs and priorities, so it’s important to do your own research and choose the right tools.
Important Next Steps
- See what targeted outbound marketing is all about. Capture and engage your first 500 website visitor leads with Customers.ai X-Ray website visitor identification for free.
- Talk and learn about sales outreach automation with other growth enthusiasts. Join Customers.ai Island, our Facebook group of 40K marketers and entrepreneurs who are ready to support you.
- Advance your marketing performance with Sales Outreach School, a free tutorial and training area for sales pros and marketers.
FAQs about Sales Automation Tools
Sales automation tools are software solutions that streamline, automate, and optimize various sales processes, helping sales teams save time, increase efficiency, and improve overall performance. These tools often include features such as lead generation, lead scoring, email automation, CRM integration, and analytics, among others.
Using sales automation platforms offers numerous benefits for businesses, including:
Improved sales efficiency: By automating repetitive tasks, sales teams can focus on more strategic and higher-value activities.
Enhanced lead management: Sales automation platforms help in organizing, scoring, and nurturing leads, leading to higher conversion rates.
Better customer relationship management: Integration with CRM systems allows for seamless management of customer data and interactions.
Data-driven decision-making: Advanced analytics and reporting features enable sales teams to make informed decisions based on real-time data.
Increased revenue: Streamlined and optimized sales processes often result in shorter sales cycles and higher revenues.
Sales email automation features within sales automation tools enable the automatic sending of personalized, targeted emails to prospects and customers based on predefined triggers or conditions. These features often include email templates, scheduling options, automated follow-ups, and tracking capabilities, making it easier to manage and optimize email campaigns.
When choosing a sales automation platform, consider factors such as your business size, specific sales processes, integration requirements, and budget. Look for features that align with your needs, and read reviews or try free trials to evaluate the user experience and effectiveness of each platform. The ideal sales automation tool should be easy to use, scalable, and adaptable to your business’s unique requirements.
Yes, small businesses can greatly benefit from using sales automation tools. These platforms can help small businesses compete with larger competitors by streamlining sales processes, improving customer relationship management, and increasing overall efficiency. Many sales automation platforms offer flexible pricing options and features tailored to small businesses, making them an accessible and valuable investment.
Sales automation platforms typically offer integration capabilities with various business tools such as CRM systems, marketing automation platforms, customer support tools, and productivity apps. These integrations allow for seamless data exchange and streamlined workflows, ensuring that sales teams have access to all the necessary information and resources to manage their sales processes effectively.
When using sales automation tools, it’s essential to ensure that the platform adheres to strict security standards and data protection regulations. Look for features such as data encryption, role-based access controls, GDPR compliance, and regular security audits. Additionally, always follow best practices for securing your own data and maintaining strong passwords and user access controls.