25+ Sales Automation Tools to Turbocharge Your Sales Process

sales automation

We’ve been compiling this sales automation tools list for a while, trying to figure out the best way to get the information out there.

There are a number of existing resources available on sales automation, but they don’t offer use cases and examples of how to put the tools to action. So our team tried to fill the gap to help you build or enhance your own sales stack.

Here goes our effort to curate the ultimate list of sales automation tools!

What Is Sales Automation?

Sales automation tools are software-based solutions that help you perform many sales tasks faster, easier, and more efficiently.

As far as I know, these solutions initially focused on tedious or redundant tasks — from sales prospecting to contract signing.

With the increasing use of artificial intelligence, data analytics, and machine learning to drive many solutions, sales automation capabilities have also become more targeted.

Why Do You Need Sales Automation?

For organizations that need to sell something, sales automation tools have become nearly as indispensable as calendars and phones. Based on experience, businesses would find it painfully difficult to keep competition at bay.

Left to its own, a sales force will eventually become too bloated and unwieldy. This is especially the case if everyone on the team reverts to performing tedious tasks manually.

There’s simply no escaping it. To thrive in the new economy, you need sales-enabling technologies that optimize your existing tools, talent, and teamwork.

RELATED: Best 160+ Sales Tools: The Complete List

Pros and Cons of Using Sales Automation

Among other things, sales automation enables reps on the floor to get deeper insight about prospects, and managers to create strategic visualizations to improve overall sales team performance. Sales organizations now turn to different automation software to enhance the overall buyer journey.

Pros: Save time and focus on higher level strategy

  • Sales automation allows sales teams to focus on critical tasks by freeing up sales team members from administrative tasks, allowing them to concentrate on their objectives and roles.
  • The sales process is streamlined such that members are more efficient at sales and apply the most appropriate strategies.
  • Managers can plan impeccable team objectives due to a deeper understanding of marketing strategies and client needs.
  • Sales managers efficiently manage sales pipelines due to sales automation tools simplifying processes such as lead gathering and nurturing.

Cons: Not everything in the world of selling should be automated

Customers are people and they expect to be treated like humans  — by humans on the other side of the selling dynamic. If they feel being tracked and treated like a mere statistic by a computer program, customers will lose interest.

To win their game, sellers need to orchestrate excellent customer experiences and trigger the right emotional responses.

While sophisticated chatbots can help marketers and sellers engage retail consumers, B2B buyers still demand meaningful relationships with expert human consultants.

Caveat: Technology is only as good as the human using it

Unless a sales rep knows her way around the tools she uses, the likelihood of bungling and turning prospects away is all too real. An automated email campaign that is poorly planned can easily exceed the peskiness of spam, for example.

And once you allow your brand to be tainted with a reputation as a spammer, you are bringing your business closer to irrelevance.

Bottom line: A strong sales team maximizes automation benefits

For your business to reap the full rewards of sales automation, you’ll need a roster of competent, well-trained, and tech-savvy sales practitioners on the team.

Here’s Our Master List of Sales Automation Tools to:

  1. Scrape websites to find a certain type or subset of customers
  2. Build a lead list fast
  3. Get a bunch of prospect email addresses and other contact info
  4. Find the right targets
  5. Improve prospecting workflow and outcome
  6. Power up your outbound and inbound email campaigns
  7. Outsource the sales development process
  8. Develop sales people through training
  9. Acquire CRM capabilities for less
  10. Match CRM for your business scale and model
  11. Generate sales forecasts more easily
  12. Enhance your marketing efforts
  13. Facilitate data integration
  14. Integrate services with Salesforce
  15. Run internal email drip campaigns
  16. Improve demos and conferencing
  17. Manage contracts
  18. Conduct mobile research
  19. Conduct social research
  20. Implement account-based selling/marketing
  21. Analyze, manage, and improve sales performance
  22. Perform data analysis
  23. Improve search engine optimization (SEO) efforts
  24. Gather and weaponize business intelligence
  25. Create, share, and manage content
  26. Enhance daily productivity
  27. Automate your sales processes

Sales automation: web scraping

Web Scraping

Web scraping is the process of extracting and importing data from a website straight to a spreadsheet.  It’s instrumental in market research and lead generation. Here are a few things to consider when looking for a useful web scraping tool:

  • Ease of use
  • Functionality
  • Flexibility as per requirements
  • Performance speed

Web scraping can be a salesperson’s best friend. A few years ago, this would mean they’d need to be pretty technical. To learn about Python and APIs  — almost foreign to them — is a big task. Fortunately, even non-technical salespeople can easily scrape sites these days using tools such as Import.io.

Import.io

Import.io is an excellent web scraping tool, one of the best in the market. It handles most of the work for you and boasts impressive crucial features such as:

  • Retail management insights
  • 20X more data accuracy
  • On-time delivery
  • Application integration

Sales automation: lead list building

Lead List Building

Lead Generation is a crucial component in B2B companies. Lead Generation tools make prospecting easier; not only do they identify prospects, but they help collect information such as names and email addresses.

I’m not a fan of paying for lists. In fact it is an AWFUL idea.

The two main reasons are:

1) it’s not a good way to spend money when you’re a startup, and

2) the bounce rate is ridiculously high.

However, there are quick and efficient lead list building tools worth trying out. One such sales automation tool is LeadIQ.

LeadIQ

LeadIQ is an excellent sales automation software that helps companies and users reach the right prospects faster. It compiles all your leads into one area, allowing you to contact them with just a click. LeadIQ also enables users to integrate tools such as Sales outreach, making prospecting easier.

Sales automation: email databases

Email Databases

An email database is a collection of names and email addresses of leads and potential customers. An email database is vital for B2B and B2C companies because it centralizes information, enabling a smooth transition into the lead nurturing process.

This particular sales automation tool works by enabling sales reps to send bulk emails to prospects. It allows salespeople to reach out to potential customers with relevant information and makes communication seamless between the two parties.

To reiterate, I’m not a believer in buying email lists but these are the top companies in the space for directly purchasing on a per email basis. I believe there is value here in the speed it would take you to get a list built using these products besides, it provides better conversion and click-throughs than other marketing forms. I just don’t believe in the accuracy or price tag associated with it, especially for cash-strapped startups and lean organizations.

With all that in mind, let’s look at one of the leading Email Database Tools within the industry.

Zoominfo

Zoominfo helps B2B companies ace their lead generation and nurturing processes by providing comprehensive information on prospects, allowing them to customize their approach as well as provide accurate and tailor-made offers for clients. Zoominfo’s cloud-based platform also integrates technology such as HubSpot and Salesforce, improving functionality as well as performance.

Sales automation: right targets

Finding the Right Targets

Customer Intelligence tools are essential in gathering and analyzing customer information because they allow companies to build more profound and more effective customer relationships. Additionally, these sales automation tools boost customer loyalty by meeting client needs and expectations through the gathered data.

When finding the right customers, you want to look for few defining factors right off the bat. You should find companies that:

  • Can afford your product
  • Are using similar products
  • Are similar to your current client base

That’s an easy start, AKA your Low Hanging Fruit. After you can dive in, decide which point persons based on specific corporate roles/positions you’d like to start the conversation with. These products can help you with the first part.

A resourceful and super-efficient Customer Intelligence Tool is Datanyze.

Datanyze

Datanyze assists B2B companies to find and connect with sales prospects by providing accurate contact information. The sales automation platform provides information such as email addresses and mobile numbers without having to leave your browser.

Sales reps can export the data directly from Google Chrome. The service is affordable, with Datanyze offering a range of free and premium packages to choose from. The sales automation tool also guarantees that the information is accurate, promising a refund in case clients are dissatisfied.

Vainu

Vainu is a sales intelligence platform that helps companies achieve personalization at scale in sales and marketing. Powered by technology to collect, read and understand all company information ever written, Vainu makes these real-time company insights easily consumable directly in its customers’ existing business systems. Vainu seamlessly integrates with popular CRMs such as HubSpot, MS Dynamics, Pipedrive, and Salesforce. With this integration, you can fix and update stale information, fill in blanks in your data with exhaustive firmographic and technographic information, automate workflows based on data triggers, and get a holistic company overview in one glance.

Sales automation: prospecting workflow

Prospecting Workflow and Outcome

One of the telltale signs of a productive sales team is a full sales pipeline. While it sounds simple, keeping a healthy pipeline is not always so easy for many business organizations. Not all prospects are worth the effort, for example. And bringing every qualified lead from one phase of the sales cycle to the next does not always turn out as planned.

Prospecting tools not only save time and effort when it comes to looking for customers for your business, but they also dig for vital prospect information. Sales reps would spend hours talking to prospects and corresponding via email, sometimes unsuccessfully.

However, with the rise of sales automation technology within the sales and marketing industry, prospecting tools have made it incredibly easier for salespeople and companies to connect with prospects and nurture them into customers. Here’s one such tool:

Leadfeeder

Leadfeeder shows users that companies and businesses have visited your website. The sales prospecting platform has a diverse and affordable product line suited to your price range. Not only does the platform boast affordability and ease of use, but it also integrates with other sales automation tools that you might be using, such as Mailchimp.

Sales automation: email management

Outbound, Inbound, and General Email Management

This might be the top sales automation gem in this entire post. Email management is an essential component of customer service management. It involves systematically controlling the quality and number of emails that are sent and received within an organization.

They help companies organize the flow of communication within their organizations and to prioritize the important ones. Besides, these sales automation tools are essential in formulating and perfecting email marketing strategies.

Other benefits of email management tools include:

  • Allowing collaboration with other apps
  • They allow analytics and reporting enabling companies to gain valuable insight into their prospects
  • They provide customizable email templates

They analyze the contents of an email and group them according to the subject matter.

If you’re not one of those lucky companies that can expect to draw hundreds of inbound leads on a consistent basis, then you probably need to get things started by going on the attack.

I’d also recommend this post from Martin Weiss on building your outbound sales strategy.

Mixmax

Mixmax has terrific and useful features, such as allowing users to track their emails, synchronize with other sales automation tools, and even schedule email sequences. The email management tool provides security; their software is GDPR compliant, and TrustArc certified.

RELATED: How to Build a Sales Stack Your Sales Reps Will Love

Sales automation: sales outsourcing

Outsourcing the Sales Development Process

Ah, my favorite part. Everything above just told you which software to use to automate most of the lead gen and prospecting process. Now imagine if you could train someone to do it for you!

Sales development involves customer research, prospecting, and lead qualification. It’s a field that focuses on the early stages of the sales cycle. Sales development representatives are essential to B2B companies to help in outbound prospecting and nurture them into customers. Their role includes:

  • Developing long-term relationships with prospects
  • Responding and engaging inbound leads
  • Actively seeking new business opportunities
  • Identifying prospects’ needs and suggest appropriate products/services

Finding and contracting freelance SDRs is easier than ever. With the advancements in remote working technologies, you can outsource the SD process quickly and build long-term business relationships easily.

TaskUs

TaskUs is a digital outsourcing platform where professionals can connect and conduct business. It provides a marketplace that brings together millions of businesses and independent talent. The platform provides an excellent opportunity for companies to recruit skilled personnel.

Sales automation: sales training

Sales Training Solutions

Some of the best education portals for salespeople are Winning By Design, JBarrows Training, Saleshood and The Harris Consulting Group. Winning By Design are sales scientists who create playbooks and textbooks on sales. John Barrows trains sales reps at Salesforce, Box, LinkedIn, Marketo, Zendesk and more of the world’s biggest B2B SaaS companies.

Meanwhile, Elay Cohen (the former SVP of Sales Productivity at Salesforce) launched Saleshood to share his customer engagement secrets to the masses. Factor 8 is another notable sales training provider that can help keep your team on full throttle.

Sales training is necessary because it helps companies meet their sales goals. It trains sales representatives on how to understand and meet client needs and expectations. Also, it educates sales representatives on the best sales techniques to secure deals.

Winning By Design

Winning By Design is a management consulting company that helps clients design and build marketing strategies. Their services are tailored to suit B2B companies and global enterprises by helping them meet their objectives and achieve growth. The company specializes in:

  • Sales management
  • Sales team building
  • SaaS sales
  • B2B sales
  • Sales process

Sales automation: startup crms

Startup CRMs

Not everyone can afford Salesforce right out of the gate. While it’s definitely the most scalable solution out there, smaller companies can depend on the following CRMs to do the job nearly as well.

Benefits of using a CRM for start-ups include:

  • Helps streamline and centralize operations into one area.
  • Increase revenue and profits.
  • Better organization by integrating social media and email apps into one platform.
  • It saves on time and cuts back on costs.

Depending on your deals and the size of your team, one of these products might be better for you than the others. With all being said, CRM systems can boost your sales automation process significantly.

Pipedrive

Pipedrive is an excellent sales automation CRM for small enterprises. It enables small businesses to plan and monitor their operations using features such as:

  1. Team collaboration
  2. Email synchronization
  3. Synchronization with your mobile app
  4. Insights and reporting
  5. Activities reminder

CRMs for Larger Businesses

If you’ve been running a mid-size to enterprise-scale organization for a while and would like to update your sales team’s CRM, then there is a wide range of options available.

Sales automation: sales forecasting

Sales Forecasting

Sales Forecasting involves predicting future revenue sales. Businesses use sales forecasting to estimate weekly, monthly, and yearly sales. These forecasts are usually based on data such as industry trends and current pipeline metrics.

Sales forecasting is important because:

  • It improves decision making through careful analysis of data and metrics.
  • It reduces risks within the sales pipeline.
  • It aligns sales quotas with revenue expectations.
  • Gives sales teams the ability to focus on high-earning pipelines leading to increased revenue.
  • It sets benchmarks that can be used to assess future trends.

Having a general idea of your revenue trend is important for strategy formulation and tactical fine-tuning. Your ability to map sales performance over the short term also enables you to reallocate scarce resources to where they will be needed most. That is where sales forecasting solutions come quite handy.

InsightSquared

InsightSquared uses your company’s data to optimize revenue operations and make accurate sales forecasts to achieve growth through their AI-powered intelligence platform. The company provides solutions that help businesses forecast revenues accurately, manage sales pipelines and conduct data analysis.

The platform specializes in:

  • Data intelligence
  • Analytics reporting
  • Sales forecasting
  • Data quality monitoring

Sales automation: marketing automation

Marketing Automation

Without sales, marketing is empty. Without marketing, sales is dead. That pretty much explains why there’s a need to align sales and marketing. And that is why many companies are also beefing up on marketing automation to improve campaign efficiencies.

Marketing automation is a handy sales automation tool. It increases lead conversion rates in sales pipelines, aligns goals and objectives within a company/division, and enhances the ability to generate more and better-qualified leads through its lead scoring system.

One marketing automation tool stands out, HubSpot.

HubSpot

HubSpot offers a complete CRM platform with all the tools needed to accelerate and streamline your workflow within your business. Such features include:

  • Marketing software to grow traffic and increase conversions
  • Lead generation
  • Customer support
  • Sales CRM software that automates tasks and close deals faster
  • Personalized experiences such as SEO recommendations

Sales automation: data integration

Enterprise/Personal Data Integration

These days, you can’t afford to rely solely on your CRM to stay above the competition and keep your brand ahead of the curve. You’ll always need supporting technologies to extend the capabilities of your toolset.

With data integration and enrichment tools, companies can:

  • Improve collaboration with trading partners due to the availability of accurate information.
  • Provide the means and technology to build an accurate representation of the Ideal Customer Profile.
  • Improve customer experience as a result of the insight gathered during data enhancement.
  • Improve lead scoring due to the accuracy of information as a result of data enhancement.
  • Achieve a deeper understanding of customer needs and expectations.
  • Enhance customer segmentation into groups that accurately predict the likelihood of prospects turning into customers.

However, when salespeople mention “sales stack,” they definitely mean a virtual stack comprised of different technologies. The problem is, the sales tech landscape has products from different vendors — and these products don’t necessarily get along well with each other.

Talend

Talend provides a unified platform where clients can get services such as:

  • Data integration
  • Application and API integration
  • Data Integrity and Governance.

The company has worked with major brands such L’Oreal, Domino’s Pizza, and Accor. With Talend, you can expect flexibility, allowing you to connect with any data source, trustworthiness, and a unified data landscape that will enable you to combine data and application integration.

Sales automation: Salesforce integrations

Salesforce Integrations

Salesforce remains the standard product when it comes to customer relationship management. Having dominated the market for more than a decade, this pioneering CRM solution naturally creates ripples of third-party integration development around it.

Connecting Salesforce with other sales automation tools enringing significant improvements such as understanding your business goals and developing better marketing strategies to run your business efficiently and greater operational visibility.

Jitterbit

Jitterbit provides

  • Integration where users can easily connect with SaaS, cloud, and on-premise applications.
  • Automated import /export of data between flat files.
  • API integration.

The sales automation platform has thousands of companies that use it, e.g., Nestlé, Skullcandy, and Xerox.

Sales automation: drip campaigns

Internal Drip Campaigns

Executing an email drip campaign is among the most potent methods in B2B lead nurturing and inbound marketing. Basically, a drip campaign is an automated sequence of pre-crafted, personalized, and contextualized email messages that are sent to a select group of recipients over a certain period. The purpose is to assess and guide recipient behavior towards a specific action such as a sign-up or a purchase.

Email drip campaigns are excellent at nurturing leads; they help you develop a relationship with your prospects and invest in your product orservice.

These campaigns will help you address issues like:

  1. Price
  2. Need 
  3. Time

MailChimp

MailChimp is an all-in-one integrated platform that is relatively popular with small businesses. The sales automation tool has features such as:

  • Automated marketing
  • Insight and analytic tools
  • App integration
  • Email marketing
  • Targeted Ad campaigns

Sales automation: demos

Demo/Conferencing

Presenting, video conferencing, and product demos are crucial elements of the sales process, especially in the B2B sector. They are also important channels for internal communication, collaboration, and training.

Conferencing tools enable digitization in a workforce and maintain human connections despite the vast physical distance. These tools are incredibly useful for improving communication reliability as they provide a fast and secure way to communicate with your team.

Zoom

Zoom is a video conferencing tool that allows teleconferencing, telecommunications, and remote communication. Zoom provides a marketplace with integrations and bots, a developer platform, and full-featured easy to use webinars aside from video-conferencing.

Sales automation: contracts

E-Signature

You’ve done the tough tasks of finding prospects, driving positive conversations, and orchestrating meaningful customer experiences. Your prospect has finally given the nod.

Well and good, but you’re not off the hook yet. You still need to generate legally binding agreements, personalize service terms, get customers to sign up for the service, and manage contracts moving forward.

That’s where E-Signature Tools come in. They enable clients to leave a digital signature confirming the authenticity of a legal document. What’s more, E-signature tools allow different parties to sign documents despite being in other locations.

DocuSign

DocuSign provides a suite of applications that automate and connect various processes. These applications include:

  • Electronic signature (E-Signature) allowing you to sign and send documents
  • Contract Management
  • Contract analytics
  • Document generation and negotiation

Sales automation: mobile research

Mobile Research

The maturing mobile environment has become a welcoming place not only to showcase your products but also to perform many of your tasks as a sales professional.

Heeding the demand, a number of CRMs such as Salesforce, Pipedrive, and Zoho have already deployed robust mobile versions. Sales enablement software and marketing automation have wisely joined the bandwagon.

Meanwhile, buyers can do their product research, shopping, and purchases directly from their mobile devices. In fact, 93% of customers who use mobile for product research end up buying something.

Aside from product research, mobile phones are useful in storing information and improving communication, especially with the rise of online video-conferencing platforms. Besides, they’re affordable and help cut costs on communication.

Slack

Slack is a business communication platform that acts as a workplace chat application with other integrated tools. It’s super easy to use and reliable. This mobile-friendly platform allows app integration such as StackOverflow, MailChimp, and SalesForce, making business research easier to do on mobile devices.

One selling point in Slack is its private messaging feature. It ensures privacy and reliability in users, endearing it to users. Another selling point is the platform’s incredible and easy to use design and how well they understand user needs.

It’s a fantastic tool for small to medium-sized businesses.

Sales automation: social research

Social Research

Like mobile, social media has become pervasive and remarkably influential. Any sales organization that lacks a social selling strategy is bound to play second fiddle to those who do.

Social research involves using social media data to conduct qualitative and quantitative research in order to understand how audiences relate to specific topics and various products and services. Businesses can use this research to determine and evaluate their marketing strategies’ effectiveness, further product development, and break into different demographics.

HootSuite

Hootsuite gives users the ability to manage all their social media platforms. Users can schedule and publish their content, track their strategies’ effectiveness, and optimize their top-performing content.

Besides, users can engage with clients across public and private channels, monitor activity, and improve response time using the content library.

Sales automation: account based selling

Account-Based Sales and Marketing

Account-based selling is a sales model popularly used by B2B companies during prospecting. The focus in this model lies in its personalized marketing strategy where Account Business Managers work with all the departments.

This approach has various benefits such as:

  • Finding and securing new business opportunities
  • Improved email response rates through personalized communication
  • Increased revenue due to efficient use of available resources
  • Maximized use of resources

With customers becoming the center of business, many vendors in the B2B space have adopted account-based selling as their default sales framework. If you are a player in this sector, there are many account-based solutions that can take your process and performance to new highs.

Engagio

Engagio provides both sales and marketing solutions for B2B companies. The ABM platform enables companies to optimize their client accounts using real-time data and AI. Clients benefit from Engagio through bigger deals and accelerated sales cycles.

The platform also helps clients close more business deals, engage with relevant accounts and build more efficient account-based strategies.

Sales automation: team performance

Individual/Team Performance Management

Even the finest sales tools in the world won’t take you very far unless the talent using them are also world-class. Successful sales organizations know they need to consistently assess, train, and develop the people behind their brand.

Performance management involves the continuous process of improving performance by setting both individual and company goals, planning, reviewing progress, and achieving them. It’s an essential business process as it helps boost employee engagement and productivity,  allows the exchange of feedback, and ensures clarity in the goals set and in the steps needed to achieve them.

And because corporate survival and growth depend primarily on sales, technology solutions that aim to drive focus and high performance among sales professionals abound.

Hoopla

Hoopla is a sales performance management and motivation software. With features such as Data visualization with Leaderboards, newsflashes, and integration with all your tools.

This platform specializes in:

  • Employee motivation
  • Team performance management
  • Employee management
  • Sales leaderboards
  • Custom content

Sales automation: data analytics

Data Analytics

The most valuable digital brands in the world (Google, Facebook, Amazon, etc.) use data to dominate the market. Data has become crucial to success that many businesses now employ Chief Data Officers.

Not surprisingly, sales organizations that lack strong data infrastructures fare poorly compared to their competitors who leverage analytics in their sales process.

With data analytics, you can:

  • Improve decision-making leading to better outcomes
  • Market more effectively with a better understanding of your prospects’ needs
  • Foster better relationships with clients
  • Streamline your operations, thus saving money and improving efficiency

Here are some tools that can help your team harness the game-changing benefits of data.

Nextiva Analytics

Nextiva Analytics is a sales automation software that focuses on information and analytics for businesses. The company specializes in:

  1. Business analytics
  2. Business conversations
  3. Customer service
  4. Unified communications

Besides analytics, Nextiva provides automation, sales tools, app collaborations, and service tools.

Sales automation: SEO

Search Engine Optimization

The web is a battleground and only digital marketers who are well versed in the inner workings of SEO will ultimately claim victory in the field. A good percentage of sales now occur online and your brand will lose competitiveness if it lacks an aggressive SEO (search engine optimization) strategy – and that goes for startups too. SEO for startups can be a huge advantage later on down the road, rewarding compounding efforts for years to come.

RELATED: The Express Guide to Keyword Research for Salespeople

SEO is vital in businesses because it increases your brand visibility; this means more traffic is generated to your website culminating in more conversions. It also improves user experience making it more likely for customers to make a comeback.

Some of the most useful SEO tools are on this list. If you are looking for powerful SEO platforms with plenty of features, Moz Pro, Ahrefs, and SEMrush are some of the most widely used.

Cognitive SEO

Cognitive SEO provides users with SEO tools to increase traffic to their webpage, blog, or website. The platform has a complete suite of tools guaranteed to sort out all your SEO- related issues and optimize performance.

They flag all SEO issues and offer recommendations on how to fix them. In addition to SEO tools, Cognitive also features:

  • Content optimization
  • Site audits
  • Rank tracker
  • Market reports
  • SEO API

Sales automation: business intelligence

Business and Market Intelligence

In the digital economy, business success takes a lot more than just knowing the terrain. It entails having the right information about the right prospects at the right time. Business intelligence has become indispensable that you need at least one service dedicated to gathering relevant intel.

Business intelligence tools help transform raw data into useful information that businesses can use to optimize sales cycles and maximize profits. These tools help sales reps:

  • Make better and more informed decisions
  • Optimize operational efficiency
  • Identify market trends and apply them
  • Identify business opportunities

Artesian

Artesian is a sales intelligence solutions company, which helps you with:

  • Finding customers through lead list building
  • Increasing average deal size
  • Accelerating customer boarding
  • Improving customer retention rates
  • Spotting up-sell and cross-selling opportunities

Sales automation: CMS

Content Creation, Sharing, and Management

Even in the universe of selling, content remains king. Your message and how you express it matter. Whether the message aims to engage customers, train sales rep, or motivate internal teams, outcomes ultimately rely on the quality and relevance of content.

But the impact of messaging doesn’t end there. How you create, share, and manage content also affect your efficiency and productivity as a team.

This is where content management tools come in. They make running websites more manageable by allowing users to personalize their sites based on visitor activity. Users can create more structured content and distribute it efficiently across various platforms thanks to API.

Canva

Canva is a visual content creation site that specializes in infographics that adds richness to textual content such as blog articles. Thanks to the platform’s software, users can design, create and share their content across various social media platforms.

Canva also provides a marketplace where you can purchase fonts, stock photography, and illustrations. The platform features API that allows you to connect various sales automation tools to streamline operations.

Sales automation: daily use

Daily Use / Productivity

Capping this list are personal productivity tools that can either automate or otherwise improve your performance or workflow daily.Aside from improving performance, productivity tools improve the quality of work by allowing and enhancing collaborations between employees.

What’s more, these sales automation tools boost employee productivity by ensuring fair allocation and follow up on roles and ensuring customer satisfaction.

OneTab

OneTab is a productivity tool that helps users save up to 95% memory by reducing clutter on Google Chrome. The software converts all your tabs into one list such that you can restore them individually or at once.

The platform ensures customer privacy and speeds up your computer/device by reducing CPU overload. Users can even create a web page of their list of tabs such that you can share it with colleagues.

Sales Automation

Sales Reps perform many tasks and activities across the sales process. These include prospecting, lead nurturing, and customer engagement. Hence, automations that enhance lead generation, sales call performance, and sales email engagement would greatly extend the capabilities of sales reps.

By centralizing all operations to one platform, Sales reps can streamline their sales cycles leading to better decision making and consequently more efficient sales cycles.

LinkedIn Sales Navigator for Sales Reps

LinkedIn Sales Navigator provides sales reps with sales tools for prospecting, lead generation and lead nurturing. The platform has useful features such as:

Sales managers need to exercise critical, strategic, and analytical thinking while performing many of their functions. Tasks that are often associated with sales leaders include reports generation, presenting, metrics analysis, etc. They also need to do some talent hiring/outsourcing/training every now and then.

The following automations, technologies, and solutions can help sales leaders perform their jobs better.

BrainShark for Sales Managers

BrainShark provides sales managers with tools to improve sales effectiveness and productivity. This platform helps users diagnose and fix performance issues, create dynamic content, and train teams on a larger scale.

RELATED: Best 150+ Sales Tools: The Complete List

Final Thoughts

In Salesforce’s State of Sales Report, the findings are alarming. With competition getting tougher and customer expectations on the rise, nearly 60% of sales reps expect to miss quota this year.

As market challenges render the job of sellers harder than it already is, smart salespeople can no longer afford to go out on the field empty-handed. They’ll need every help they can get. If you’re serious about your sales performance, you’d want to get the best automation solutions on your side.

The range of options can be mind-boggling but we’ve trimmed the shelf to help you make a decision faster and easier. So choose any of the tools I’ve cited that are relevant to your role, goals, and situation. Now is the time to up your game.


Also published on Medium.

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