If you want to drive revenue growth, increase your team’s productivity, and maintain a competitive edge, leveraging the right sales automation tools can make all the difference.
Thanks to these tools, businesses like yours can easily achieve unprecedented levels of efficiency and effectiveness in their sales operations. What’s more, studies have shown that businesses that use sales automation tools see an average increase in sales of 10-15%.
However, there’s no shortage of sales automation software in the market. So, how do you choose the one that’s right for you?
That’s where we come in! We’ve sifted through the clutter to bring you a curated list of 15 top sales automation tools, offering insights into their features, benefits, and how they can fit into your unique sales ecosystem.
Ready to supercharge your sales efforts and exceed your revenue goals? Keep reading!
What is Sales Automation?
Sales automation refers to the use of software, AI, and other digital tools to perform routine, repetitive sales tasks without human intervention.
From generating leads and managing customer data to scheduling follow-ups and analyzing sales performance, sales automation software is designed to streamline every facet of the sales process.
This not only frees up valuable time for sales teams but also ensures precision and consistency in tasks that are crucial for sales success.
However, sales automation extends beyond just simplifying tasks. It’s also about integrating and synchronizing sales activities across various platforms and channels to provide a seamless, unified customer experience.
Whether it’s through email, social media, or direct contact, sales automation ensures that every touchpoint with a customer is informed, strategic, and optimized for success.
What are the Benefits & Use Cases of Automation in Sales?
The rise of sales automation has transformed the way businesses approach sales, offering a multitude of benefits that enhance both efficiency and effectiveness.
Here are five key benefits that highlight the value of incorporating sales automation into your sales strategy:
1. Increased sales efficiency
Did you know that salespeople spend only 35% of their time at work actually selling?
By automating routine and time-consuming tasks such as data entry, lead qualification, and follow-up scheduling, sales teams can focus more on engaging directly with customers and closing deals.
This shift not only maximizes the productive use of time but also accelerates the sales cycle and increases the overall volume of sales activities.
It’s no wonder why businesses that use sales automation have reported a 10 to 15% increase in efficiency, and up to 10% higher sales.
2. Enhanced lead management
One of the most critical aspects of sales is managing and nurturing leads, and automation tools excel in this area.
Through scoring, segmentation, and nurturing campaigns, sales automation ensures that leads are engaged with personalized content at optimal times.
This not only improves the quality of lead management but also increases the chances of converting leads into paying customers.
3. Improved Customer Relationship Management (CRM)
By automating CRM processes, businesses can ensure consistent and timely interactions with their customers.
Automation tools can help in tracking customer interactions, managing follow-ups, and maintaining detailed records of customer preferences and history.
By providing this level of attentiveness, sales teams can foster stronger relationships, boost customer satisfaction, and enhance loyalty.
4. Data-driven decision making
Sales automation tools provide access to comprehensive analytics and reporting features, enabling businesses to make informed decisions based on real-time data.
From tracking sales performance to analyzing customer engagement patterns, these insights allow for strategic adjustments to sales tactics, ensuring that businesses are always aligned with market trends and customer needs.
5. Enhanced communication and collaboration
Sales automation tools streamline communication with customers, within the sales team, and across departments.
By integrating platforms like CRM systems, messaging apps, and email tools, these systems ensure that every team member is on the same page regarding customer interactions and sales strategies.
This unified approach prevents miscommunications and maximizes opportunities for cross-selling and upselling.
6. Ensures sales data consistency
Maintaining the accuracy and consistency of sales data across multiple platforms can be challenging, especially in larger organizations where numerous transactions and interactions coincide.
Sales automation tools address this challenge by synchronizing data across all channels and touchpoints.
From updating contact information and logging a customer interaction to tracking sales progress, automation ensures that every piece of data is consistently recorded and accessible.
15 Best Sales Automation Tools in 2024
The right sales automation tool can be a game changer for your business. According to a McKinsey study, over 30% of sales activities are prime candidates for automation, and some tools handle many of those tasks on a single platform.
In this section, we’ll discuss 15 of these tools, each designed to tackle various facets of the sales process, enhance your team’s productivity, and boost your bottom line.
Let’s dive in.
1. Goodmeetings
Source: Goodmeetings
G2 Rating: 4.7/5 (70 reviews)
Product Hunt Rating: 4.9/5 (69 votes)
Kicking off our list is Goodmeetings, an AI-powered sales meeting insights platform that significantly improves how sales teams conduct and manage their meetings.
By capturing and analyzing meeting intelligence in real-time, Goodmeetings allows teams to automate mundane tasks, enhance meeting outcomes, and drive sales efficiency.
Key features
- Automatically records, transcribes, and summarizes your sales meetings to capture every discussion and key moment.
- Boosts productivity in your follow-up processes by providing automated action items after meetings.
- Automates your lead qualification process by capturing and scoring responses to custom AI-generated questionnaires.
- Integrates with schedulers, video conferencing platforms, CRM systems, and more to streamline your entire sales workflow.
- Allows you to set up configurable Slack and email notifications for meeting summaries and keyword mentions to ensure that everyone stays informed and aligned on action items from meetings.
- Provides real-time assistance during meetings through natural language querying and proactive AI alerts.
- Enables seamless sales rep coaching with AI-based nudges and battlecards, as well as live human coaching.
- Offers valuable meeting performance insights to help your team refine their strategies and improve outcomes. Goodmeetings also provides customized reporting dashboards.
Final thoughts about the product
Goodmeetings stands out for its comprehensive integration of AI into every aspect of the sales meeting process.
From pre-call preparation to in-call assistance and post-call analysis, Goodmeetings offers a suite of tools that empower sales teams to perform at their best.
Its ability to capture detailed insights and automate crucial tasks saves time and provides sales teams with the intelligence they need to make informed decisions quickly.
Pricing
- Professional: $70/user/month ($50/user/month billed annually)
- Business: $100/user/month ($75/user/month billed annually)
A 7-day free trial is also available (no credit card required.)
GET IN TOUCH
Boost Your Team’s Performance & Close More Deals With Goodmeetings
2. Zendesk Sell
Source: Zendesk Sell
G2 Rating: 4.2/5 (483 reviews)
Product Hunt Rating: 5/5 (6 votes)
With Zendesk Sell, sales teams can automate routine tasks, manage their pipelines, and gain deep insights into customer behaviors and trends.
Key features
- Allows you to set triggers that automatically create and assign tasks to specific users.
- Lets you send a series of targeted and timed emails to nurture contacts over time.
- Gives you full pipeline visibility with reporting and analytics.
- Offers a centralized platform where teams can manage leads, contacts, and account information.
- Allows you to build targeted prospect lists, and create customized email sequences to automatically follow up with leads.
- Enables you to plug into your existing tech stack with its rich, open APIs, or build custom solutions using the Zendesk apps framework.
Final thoughts about the product
Zendesk Sell’s user-friendly interface and powerful automation capabilities make it a great tool for businesses looking to optimize their sales processes and improve overall customer engagement.
Pricing
- Sell Team: $25/agent/month ($19/agent/month billed annually)
- Sell Growth: $69/agent/month ($55/agent/month billed annually)
- Sell Professional: $149/agent/month ($115/agent/month billed annually)
Related: 15 Best AI Sales Tools & Software [2024]
3. Keap
Source: Keap
G2 Rating: 4.2/5 (1,525 reviews)
Keap is a feature-rich automation platform that amplifies every stage of your sales cycle. It’s designed to help small businesses efficiently gather leads, convert them into customers, and manage their growth.
Key features
- Provides an intuitive builder to help you set up simple automations.
- Allows you to launch a custom ecommerce platform with checkout forms you can embed on your website.
- Automates appointment booking and meeting follow-ups.
- Can automatically collect leads and funnel them into the appropriate sales processes.
- Lets you sell online with customizable checkout forms that trigger automations and sync to your CRM.
- Enables you to create custom lists within your contacts, filter your contacts easily, and send the right messages to the right contacts.
- Automatically triggers follow-up and sales tasks as leads move through the funnel.
- Provides visibility into how your sales team is performing with analytics.
Final thoughts about the product
Keap’s powerful automation capabilities not only save time but also enhance the accuracy and personalization of customer interactions, which are crucial for increasing conversion rates.
The ability to manage multiple aspects of the business from one platform makes Keap a valuable tool for any sales team looking to take their operations to the next level.
Pricing
- Pro: $199/month ($159/month billed annually)
- Max: $299/month ($229/month billed annually)
- Ultimate: $359/month ($279/month billed annually)
A 14-day free trial is available.
4. Zapier
Source: Zapier
G2 Rating: 4.5/5 (1,249 reviews)
Product Hunt Rating: 4.8/5 (99 votes)
Zapier is a robust automation platform that can help sales teams close more deals by automating critical tasks and workflows.
By integrating with a wide array of apps commonly used in sales processes, such as Asana, Zendesk, and Salesforce, Zapier enables sales teams to streamline their pipelines, enhance data accuracy, and ensure no opportunity is left behind through automated handoffs and updates.
Key features
- Automatically updates sales opportunities to create accurate forecasts.
- Lets you use filtering and logic to automatically route the right opportunities to the appropriate sales reps.
- Handles routine administrative tasks like contact updates and contract approvals.
- Seamlessly integrates with over 6,000 apps.
- Provides multiple AI products that can help you personalize emails, automate support, summarize content, and more.
Final thoughts about the product
Zapier empowers sales teams to reduce the time spent on non-sales activities.
Its strength lies in its vast integration capabilities and the ease with which it can automate complex workflows, making it a valuable tool for any sales organization aiming to increase its productivity and growth.
Pricing
- Free
- Professional: Starts at $29.99/month ($19.99/month billed annually)
- Team: Starts at $103.50/month ($69/month billed annually)
- Enterprise: Custom
5. Seismic
Source: Seismic
G2 Rating: 4.7/5 (1,495 reviews)
Seismic is a comprehensive sales enablement tool that delivers personalized content management, learning and coaching solutions, buyer engagement strategies, and robust analytics to optimize sales performance.
Key features
- Allows teams to easily create, manage, personalize, and optimize sales content.
- Provides contextual alerts and AI-driven recommendations for effective follow-ups.
- Can automatically pull data from your CRM and other sources directly into content to create charts, tables, and other materials.
- Allows you to generate hundreds or thousands of documents at the push of a button.
- Offers analytical insights into content usage and effectiveness.
- Integrates with several tools, including CRM, email, collaboration, and content authoring platforms.
Final thoughts about the product
Seismic provides sales teams with the necessary tools and insights they need to enhance their interactions with customers and improve sales outcomes.
Pricing
You’ll need to request a demo first.
6. HubSpot Sales Hub
Source: HubSpot Sales Hub
G2 Rating: 4.4/5 (11,173 reviews)
Product Hunt Rating: 4.8/5 (258 votes)
With HubSpot Sales Hub, teams can streamline their sales processes and enhance customer interactions through data-driven insights and automated workflows.
Key features
- Helps you scale your lead outreach with personalized email sequences.
- Provides AI tools that can help you draft engaging prospecting emails or create compelling CTAs.
- Automatically moves leads through your pipeline.
- Allows you use to workflows to rotate leads, create deals, and automate tasks.
- Integrates with tools like Gmail, Google Workspace, Outlook, and Office 365.
- Gives you insights into sales performance with analytics.
- Allows you to test, observe, and measure the impact of your sequences at every step.
Final thoughts about the product
HubSpot Sales Hub’s focus on automation and easy integration with other HubSpot services helps teams enhance overall productivity and effectiveness.
Plus, its scalable nature makes it ideal for companies that need a flexible solution that can grow with their business.
Pricing
- Free
- Sales Hub Starter: Starts at $20/seat/month
- Sales Hub Professional: Starts at $100/seat/month
- Sales Hub Enterprise: Starts at $150/seat/month
Related: 20 Sales Productivity Tools To Boost Your Sales in 2024
7. LinkedIn Sales Navigator
Source: LinkedIn Sales Navigator
G2 Rating: 4.3/5 (1,861 reviews)
LinkedIn Sales Navigator‘s advanced set of features enables users to optimize their sales processes, focus on the right prospects, and achieve higher conversion rates through data-driven strategies.
Key features
- Identifies which companies are most linked with you and your company’s network.
- Provides 14+ account filters to help you find the best opportunities across 61 million+ accounts.
- Shares customer insights like company hiring trends and recent hires so you can easily engage with your prospects.
- Offers CRM integrations to help you flag out-of-date data, add key contacts directly, and more with a single click.
- Lets you save and track priority leads and accounts.
- Allows you to seize opportunities with real-time lead and account alerts.
- Provides lead recommendations based on your saved searches.
Final thoughts about the product
LinkedIn Sales Navigator is great for sales teams that want to gain deeper insights into their prospects and leverage the extensive network of LinkedIn to drive sales.
Pricing
- LinkedIn Sales Navigator Core: $99/month
- LinkedIn Sales Navigator Advanced: $149/month
- LinkedIn Sales Navigator Advanced Plus: Starts at $1600/seat/year
A one-month free trial is available.
Related: 10 B2B Sales Prospecting Tools in the Market
8. Salesmate
Source: Salesmate
G2 Rating: 4.6/5 (79 reviews)
Product Hunt Rating: 5/5(38 votes)
Thanks to integrated communication and automation tools, Salesmate allows sales teams to collaborate effectively and boost customer engagement.
Key features
- Provides lead generation tools (live chat, chatbots, web forms) to automatically collect high-quality leads from your website. It also adds these leads to your CRM database.
- Automates communication with capabilities like sequences and built-in calling.
- Enables advanced sales pipeline management with workflow automation and lead scoring.
- Automatically assigns tasks and deals to your sales reps.
- Lets you create custom sales reports using advanced filters.
- Offers 700+ native and Zapier integrations.
Final thoughts about the product
Salesmate’s versatile CRM solution not only automates the entire sales process but also offers customization to fit unique business needs.
Its focus on reducing manual tasks and enhancing lead and deal management makes it a valuable tool for sales teams looking to increase their efficiency and effectiveness.
Pricing
- Basic: $29/user/month ($23/user/month billed annually)
- Pro: $49/user/month ($39/user/month billed annually)
- Business: $79/user/month ($63/user/month billed annually)
- Enterprise: Custom
A 15-day free trial is available.
9. Salesforce Sales
Source: Salesforce Sales
G2 Rating: 4.3/5 (19,588 reviews)
Product Hunt Rating: 4.4 (12 votes)
This CRM platform enhances sales performance through advanced AI, analytics, and automation.
Salesforce Sales integrates data from various sources to provide insights, drive sales engagements, and manage customer relationships efficiently.
Key features
- Automatically captures and syncs relevant customer and sales information from your email, calendar, and calls and updates your CRM.
- Automatically transcribes recorded voice and video calls.
- Provides full visibility into rep and deal performance.
- Offers generative AI capabilities that you can use to customize prompts & actions and even trigger automation.
- Provides AI-powered sales predictions.
- Allows you to prioritize the best leads using AI.
- Integrates with tools like LinkedIn, Google Cloud, and Slack.
Final thoughts about the product
With its scalable solutions and wide range of features, this tool helps sales teams effectively optimize their operations and drive success.
Pricing
- Starter Suite: $25/user/month, billed monthly or annually.
- Professional: $80/user/month, billed annually.
- Enterprise: $165/user/month, billed annually.
- Unlimited: $330/user/month, billed annually.
- Einstein 1 Sales: $500/user/month, billed annually.
A 30-day free trial is available.
Related: What is Sales Acceleration? – Tools and Tactics Included
10. UserGems
Source: UserGems
G2 Rating: 4.7/5 (110 reviews)
One of the best sales automation tools, UserGems boosts pipeline growth and reduces churn by monitoring job changes of valuable buyers and automating engagement strategies.
Key features
- Directly creates leads in your CRM & routes them to relevant Outreach/Salesloft sequences.
- Captures the buying groups in target accounts.
- Automatically captures and enriches new contacts from your team’s Google Calendars and adds them to Salesforce.
- Updates your CRM every month.
Final thoughts about the product
UserGems is an essential tool for sales teams that want to optimize their engagement strategies based on accurate, real-time data.
Pricing
You’ll need to schedule a demo first.
11. Outreach
Source: Outreach
G2 Rating: 4.3/5 (3,393 reviews)
With Outreach, sales teams can streamline seller workflows, manage deals, and improve rep performance through real-time coaching and actionable insights.
Key features
- Lets you boost sales engagement with high-impact sequences and playbooks.
- Allows you to quickly identify and prioritize the winnable opportunities, spot at-risk deals, and get actionable recommendations using AI.
- Automatically transcribes sales meetings to capture key moments, action items, and behaviors.
- Provides a snapshot of every deal with insights across the opportunity lifecycle.
- Offers pipeline management capabilities that allow teams to assess pipeline quantity, quality, and maturity.
- Provides predictable, accurate forecasts using automated roll-ups and built-in scenario modeling.
Final thoughts about the product
Outreach empowers sales teams to streamline their sales process and increase win rates by combining advanced AI capabilities, real-time analytics, and automated workflows in one platform.
Pricing
- Standard: On request
- Professional: On request
- Enterprise: On request
- Unlimited: On request
12. Reply.io
/Source: Reply.io
G2 Rating: 4.6/5 (1,263 reviews)
Product Hunt: 4.3/5 (163 votes)
Reply is a sales engagement platform that leverages AI to automate and scale your multichannel outreach efforts.
It aims to help businesses acquire new customers and accelerate revenue growth by streamlining the communication process across various channels including email and social media.
Key features
- Provides a B2B contact and company database (containing over 140 million contacts) to fuel your pipeline.
- Allows you to connect with your leads faster using AI-backed multichannel sequences.
- Lets you automate tasks based on specific events or conditions using Triggers.
- Offers an AI-powered B2B sales assistant that can create 100% human-like emails and follow-ups in seconds.
- Provides multiple integrations to help you automate your workflows and sync data.
- Includes tools and services that boost email deliverability and effectiveness.
- Offers a Chrome extension that automates email search and sales outreach.
Final thoughts about the product
Reply is ideal for sales teams of all sizes across various industries looking to automate their sales processes and enhance efficiency.
It’s particularly beneficial for teams that engage in heavy outbound communication and require robust tools for managing multichannel outreach.
Pricing
- Free
- Starter: $59/user/month ($49/user/month billed annually)
- Professional: $99/user/month ($89/user/month billed annually)
- Ultimate: $139/user/month billed annually
13. Customers.ai
Source: Customers.ai
G2 Rating: 4.8/5 (308 reviews)
This sales automation tool empowers its users to enhance website visitor identification and remarketing efforts.
With Customers.ai, you can convert anonymous website traffic into identifiable prospects to improve engagement and increase conversion rates.
Key features
- Enriches website visitors with consumer or company contact data for targeting and AI personalization.
- Allows you to build advanced audience segments in seconds with real-time data.
- Lets you see each customer’s path to purchase with real-time customer journey tracking.
- Enables you to increase engagement rates with AI-driven delivery tools, automated follow-ups, and notifications.
- Syncs lead and visitor data to your CRM software.
- Provides visitor analytics and lead scoring to surface high-value revenue opportunities.
Final thoughts about the product
Customers.ai offers a powerful solution for businesses seeking to enhance their marketing strategies by converting anonymous website visitors into known customers through intelligent data use and automated engagement strategies.
Pricing
- Free
- Starter: Starts at $199/month
- Pro: Starts at $399/month
- Advanced: Starts at $799/month
14. ActiveCampaign
Source: ActiveCampaign
G2 Rating: 4.5/5 (11,093 reviews)
Product Hunt: 4.2/5 (19 votes)
ActiveCampaign offers an all-in-one automation, email marketing, and sales engagement platform.
It allows you to pull in data from different channels, and then use automation to segment your contacts, personalize your messages, and create stronger customer experiences.
Key features
- Allows you to collect email addresses, segment your audience, and trigger automations with custom forms and landing pages.
- Offers a drag-and-drop automation builder that lets you set up automated workflows in minutes
- Allows you to track the entire customer lifecycle to see where your customers come from.
- Lets you A/B test your automations and email funnels against each other.
- Helps you find your most engaged contacts and nurture leads to offer them exactly what they want.
- Enables you to track goal analytics and conversions to see what’s working and what isn’t in your marketing.
- Uses automation to nurture your leads. After, it notifies you and automates task assignments at the perfect moment to follow up.
Final thoughts about the product
With ActiveCampaign’s sales engagement automation and CRM tools, you can easily prioritize opportunities, assign tasks, and properly focus on the interactions that drive revenue.
Pricing
Sales
- Plus: $23/month ($19/month billed annually)
- Professional: $59/month ($49/month billed annually)
- Enterprise: $119/month ($99/month billed annually)
A 14-day free trial is available.
15. LeadSquared
Source: LeadSquared
G2 Rating: 4.5/5 (225 reviews)
Another top sales automation tool, Leadsquared enables you to create fast and consistent sales processes by automating all back-end and low-value tasks.
Key features
- Allows you to set up rules to assign higher quality scores to leads with specific attributes.
- Provides real-time reports and dashboards to help you track key sales metrics.
- Captures missed sales calls as leads and automatically assigns them to another sales rep.
- Lets you set rules to automatically assign leads to salespeople by geography, product type, source, or a combination of criteria.
- Can notify sales managers in case of an important sales activity or inaction on a salesperson’s part.
- Provides a no-code automation workflow designer.
- Integrates with 150+ tools.
Final thoughts about the product
LeadSquared provides a robust platform for automating the sales process, making it easier for sales teams to operate more efficiently and close deals faster.
Pricing
- Lite: $25/user/month billed annually
- Pro: $50/user/month billed annually
- Super: $100/user/month billed annually
- Ultimate: Custom
Related: 11 Effective Ways To Improve Sales Conversations & Drive More Revenue
Automate Sales Pitch Coaching Using GoodMeetings
Whether you’re managing a small team or leading a vast enterprise, the benefits of implementing these tools into your sales strategy are clear and compelling.
If you’re looking for the ultimate tool to transform your sales interactions into impactful engagements, Goodmeetings is just what you need.
Goodmeetings doesn’t just automate tasks; it also coaches your sales team in real-time by offering instant feedback and actionable insights that can dramatically improve their performance.
GET IN TOUCH
