Discover the secrets of rapid sales metrics growth from Dashly team experts. What strategies and tools to use, which pitfalls to avoid, what examples and best practices to follow.
In the fast-paced world of sales, time is a precious commodity.
That’s where sales automation tools step in, not just as a helping hand, but as a game-changer for teams looking to speed up their workflow and dedicate more energy to more complex tasks.
We’ve scoured the market to bring you the top 13 sales automation software solutions, each a key player in transforming your sales strategy. Whether you need a comprehensive sales automation platform or specialized emailing sales automation services, this list has something to fit your tech stack.
Ready to see how these tools can redefine efficiency for your team?
Selecting the right sales automation tools for your tech stack is a pivotal decision that can power up your sales operations. Keep in mind, not all tools are created equal. Here’s what you should consider to ensure you’re making the best choice:
Remember, the aim of automation is to make your sales efforts more efficient and effective. Take the time to assess these features in the context of your sales goals to find the tools that will best complement your team’s talents and strategies.
Dashly emerges as a sales automation platform that goes beyond simplifying tasks — it revolutionizes lead interaction. They offer a state-of-the-art AI-chatbot designed to automate the lead qualification and scoring process. The goal of Dashly is to give companies the tools to engage leads instantly, efficiently, and accurately.
Best suited for SaaS, eLearning, HR, and FinTech sectors, it’s especially valuable for teams with more than three sales reps working on a meeting-based sales funnel.
Dashly stands out in the realm of AI sales automation, positioning itself as a leader in harnessing AI for sales automation. It’s one of the best AI tools to automate sales processes, designed to boost efficiency and effectiveness within your sales operations.
With Dashly, you invite cutting-edge sales automation AI into your workflow, ensuring you’re not just keeping up with the competition, but setting the pace.
Salesforce is a titan among sales automation tools, offering an extensive suite of products designed to streamline every aspect of the sales process. Their mission is to provide a comprehensive sales automation software solution that drives growth and efficiency for businesses of all sizes.
From startups to large enterprises across various sectors, Salesforce equips companies with robust tools to bolster their sales efforts.
Salesforce offers a tiered pricing model to accommodate businesses of varying sizes and needs.
As one of the best sales force automation software options available, Salesforce is known for its robust features of sales force automation that empower sales teams to achieve more. Whether you’re looking to enhance customer relationships, streamline your sales funnel, or gain deeper insights into your sales processes, Salesforce stands as one of the premier sales automation platforms to consider.
HubSpot Sales Hub is a powerhouse among sales automation services, delivering a suite of tools that streamline the sales process for businesses. The company’s goal is to offer an all-in-one platform that simplifies tasks and augments sales productivity, making it one of the best sales automation software options.
HubSpot is widely adopted by a variety of businesses, from small startups to large enterprises, catering to anyone looking to enhance their sales outcomes.
HubSpot Sales Hub offers a scalable pricing structure. Starting with a robust free plan that’s great for small teams, the platform scales to paid plans which include:
Prices vary accordingly, often based on the number of users and required features, with free trial days to test the waters before commitment.
HubSpot Sales Hub is an invaluable asset for any sales team, offering a blend of tools and sales email automation tools designed to maximize efficiency. Whether you’re a solo entrepreneur or part of a sprawling sales department, HubSpot has the flexibility and features to elevate your sales process.
Gong.io positions itself as more than just a sales automation tool—it’s an AI-powered platform designed to provide actionable insights into sales interactions.
The company’s mission is to enhance sales performance through data-driven analysis, offering a unique value to sales teams of any size, but particularly beneficial for mid-market and enterprise companies focused on optimizing their sales processes.
Gong.io’s pricing is tailored to the specific needs of each business, with custom plans that scale with company size and usage. Interested organizations should contact Gong.io directly for a personalized quote. Free trials or demos are typically available to allow companies to experience the platform firsthand.
As a sales automation platform, Gong.io stands out as one of the best AI tools to automate sales processes, providing a wealth of data to refine and advance sales tactics. The sales automation system it offers is sophisticated yet intuitive, ensuring that businesses can elevate their sales approach with confidence and clarity.
ActiveCampaign offers a suite of sales force automation software, centralizing around customer experience automation, which combines email marketing, automation, sales automation, and CRM for a seamless sales process.
Their aim is to provide small to mid-sized businesses with the tools they need to create incredible customer experiences through automated and personalized communication.
ActiveCampaign offers a tiered pricing structure based on features and the number of contacts, with plans including:
Each plan comes with a free trial to test the platform.
ActiveCampaign is a multifaceted sales automation tool that’s particularly adept at nurturing customer relationships through personalized communication. It’s a powerful addition to any sales automation system, designed to help teams automate crucial aspects of their sales cycle with precision and ease.
Pipedrive is recognized as one of the best sales automation tools for its user-centric design that simplifies the sales process. The company’s mission is to make sales success inevitable for teams of all sizes by providing a sales automation platform that visualizes your sales pipeline and automates routine tasks.
Ideal for small to medium-sized businesses, Pipedrive offers value by turning complex sales activities into manageable wins.
Pipedrive’s pricing is transparent and based on the level of functionality required, with plans including:
A free trial is available to experience the platform before purchasing.
Pipedrive stands out as a sales automation tool that’s not only effective, but also a joy to use. It’s designed to keep your sales team organized, focused, and driven towards closing more deals with less effort, making it a go-to choice in the arsenal of sales automation software.
Chili Piper stands out as a focused sales automation platform, primarily offering automated scheduling solutions that streamline the process of setting up meetings with prospects. The company aims to eliminate the back-and-forth often associated with booking appointments, providing value through improved conversion rates and saved time.
This tool is especially beneficial for B2B companies of various sizes that are looking to enhance their sales teams’ efficiency.
Chili Piper’s pricing details are customized based on the team size and specific needs. They offer:
Prospective users can request a demo to explore the platform’s capabilities.
As one of the best sales automation tools for improving meeting booking workflows, Chili Piper offers a sales automation software designed to help teams turn interested prospects into engaged customers more effectively. Whether you’re a growing startup or an established enterprise, Chili Piper can be a powerful addition to your sales automation arsenal.
Calendly has made a name for itself as a go-to sales automation tool, with its sleek scheduling software that aims to take the hassle out of organizing meetings. Calendly stands out for its ease of use and its ability to integrate into a sales team’s existing workflow with minimal disruption.
The company’s goal is to facilitate seamless appointment setting, providing a valuable service for freelancers, small businesses, and large corporations alike.
Calendly’s pricing is friendly for individual users and scales up for teams, with plans including:
Each plan offers a 14-day free trial of Premium features to get users started.
Calendly’s automation software is a favorite among sales professionals who value efficiency and streamlined operations. With its user-friendly design and robust integration capabilities, Calendly enhances the automation of sales activities, allowing teams to focus more on closing deals and less on administrative tasks.
6sense is a sales automation platform that stands at the forefront of account-based marketing and sales. The tool’s primary goal is to empower companies with predictive analytics and AI capabilities, enabling them to identify and engage with prospects earlier in the buying journey.
6sense is ideal for mid-size to enterprise-level organizations that want to harness the power of big data for targeted sales efforts.
As a premium sales automation software, 6sense provides customized pricing based on the specific needs and scale of an organization. Companies must contact 6sense directly for a quote. Details on free trial periods or demo options may also be available upon inquiry.
6sense is widely recognized as one of the best sales automation tools for businesses looking to dive deep into predictive analytics and buyer intent data. It’s a comprehensive sales automation tool that melds AI with account-based marketing strategies to propel sales teams toward more informed and timely engagements with their prospects.
Outreach.io is a dynamic sales automation platform that specializes in empowering sales teams to work smarter and close more deals. The company’s goal is to optimize customer interactions and streamline the sales process through advanced automation tools.
Outreach.io is designed for businesses of all sizes, from small sales teams to large enterprises, looking to scale their outreach efforts effectively.
Outreach.io’s pricing is catered to the scale and complexity of the sales operation, with custom plans available. Pricing details are provided upon request, and Outreach.io typically offers a demo to demonstrate the capabilities of their software.
As a leading sales automation tool, Outreach.io stands out for its comprehensive automation software capabilities, enabling sales teams to execute sophisticated, data-driven campaigns. Whether you’re looking to ignite initial conversations or nurture existing relationships, Outreach.io provides the tools to make every interaction count.
Reply.io offers a sales automation tool designed to streamline outbound sales activities and improve engagement across email, phone, and social touchpoints. The goal of Reply.io is to automate the sales process, allowing sales reps to focus on meaningful conversations rather than manual tasks.
This software is suitable for companies of varying sizes, from individual entrepreneurs to larger sales teams seeking an efficient way to manage their outreach campaigns.
Reply.io’s pricing is based on the features and scale of use, with different plans for individuals and businesses:
New users can explore features with a 14-day free trial across all plans.
Reply.io stands among automation software that focuses on making outbound communication as effortless as possible. By enabling sales teams to automate tasks, monitor engagement, and analyze performance, Reply.io helps streamline the sales process, allowing reps to dedicate their energy to closing deals and cultivating relationships.
Cognism is a premium provider in the sales automation tools sector, specializing in lead generation and data-driven solutions. The company’s objective is to fuel sales growth with actionable data and sales intelligence.
By leveraging a robust database and compliance framework, Cognism offers value to businesses, particularly B2B sales organizations, that are looking to scale quickly and efficiently.
Cognism structures its pricing to accommodate various business sizes and needs. While specific pricing is not publicly listed and is provided upon request, plans typically include:
Potential users can often arrange a demo or a trial to evaluate the software’s capabilities.
As one of the best sales automation software, Cognism stands out for its data-rich platform and sophisticated sales triggers. The platform empowers sales teams to operate with greater precision and relevance, driving efficiency and success in their sales activities.
Turtl is not your traditional sales automation software; it shines as a content automation platform that empowers sales and marketing teams to create, distribute, and track personalized content at scale.
The company’s aim is to elevate engagement through interactive content that captures and retains client interest, offering an innovative tool for businesses of all sizes seeking to enhance their sales process with powerful content.
Turtl provides bespoke pricing tailored to the unique needs of each business. Plans are designed to cater to:
Prospective users should contact Turtl for pricing details and can request a demo to see the platform in action.
Turtl distinguishes itself in the sales automation tools landscape by offering a unique approach to content creation and distribution. It’s for sales and marketing professionals who understand the value of content in driving sales and want to leverage automation to make their content work harder for them.
A sales automation tool is a type of software designed to automate key sales tasks such as data entry, lead tracking, customer communication, and appointment scheduling. These tools help sales teams improve efficiency, reduce manual workload, and close deals faster by automating repetitive processes.
Salesforce itself offers a comprehensive suite of automation tools tailored for its platform, including Workflow Rules, Process Builder, and Salesforce Lightning Flow. For those seeking third-party tools, Pardot is excellent for marketing automation, while Conga excels in document automation within Salesforce.
A sales force automation tool is a specialized kind of sales automation software that focuses on streamlining the sales process. It encompasses managing contact information, tracking sales opportunities, automating sales operations, customer management, and performance analysis to enhance the productivity of a sales force.
The appropriate tool often depends on the complexity of the data and the customization required. Tools like Microsoft Power BI, Tableau, and even Salesforce’s own reporting features can automate and generate detailed sales reports with actionable insights for decision-makers.
The best sales automation software varies based on a company’s specific needs, but some of the top-rated options include Salesforce for its all-encompassing features, HubSpot Sales Hub for inbound marketing and sales integration, and Outreach.io for sales engagement and workflow automation. Each platform offers distinct features and benefits for automating sales processes.
Sales automation tools improve sales efficiency by taking over routine tasks such as scheduling, follow-ups, data entry, and lead prioritization. This allows sales representatives to focus on high-value activities like building relationships and closing deals. Automation tools also provide valuable insights and analytics, enabling sales teams to make data-driven decisions and tailor their strategies for better outcomes.
Absolutely. Small businesses can significantly benefit from sales automation by leveling the playing field with larger competitors. Automation tools help small businesses manage customer relationships more effectively, maintain consistent communication, and ensure leads are nurtured without the need for a large sales team. Many sales automation platforms offer scalable solutions that grow with the business, making them a smart investment for efficiency and growth.