10 of the Best Sales Automation Tools to Close More Deals in 2024
There are hundreds of sales automation tools out there — but it’s overwhelming to sift through the cruft.
That’s why we’ve rounded up a curated list of the 12 most useful sales automation tools on the market right now.
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Companies are trying to do more with less — cutting manual tasks and accelerating productivity across many functions like sales enablement, sales prospecting, CRM reporting, and more.
This guide explains the fundamentals of sales automation, and what to look for in a sales automation tool – everything from features to integrations and beyond.
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Top Benefits of a Sales Automation Tool
Minimizes repetitive tasks.
Sellers have never been excited about maintaining a squeaky clean sales CRM.
Sales automation software can manage routine and time-consuming tasks like data entry, lead qualification, and follow-ups.
Boost sales productivity.
AI can analyze vast amounts of data to improve lead scoring, lead routing, and prioritization. This also greatly benefits marketing teams driving inbound leads to sales.
CRM data decay and lead enrichment is another pain for sellers, which can be resolved with automation.
AI-powered chatbots, notetakers, and virtual assistants have also revolutionized the sales process — answering commonly asked questions, automating meeting follow-ups, and beyond.
Better sales management.
Sales managers often don’t have enough resources for sales training, pipeline management, reporting, and other types of administrative tasks.
Modern sales leaders have accepted more responsibility than ever before — that means they need to accomplish more tasks in less time.
This is where AI can help. Some examples are:
Sales Content Optimization: AI can optimize email templates, sales scripts, and enablement materials — improving the entire sales machine.
Sales Forecasting: AI can analyze CRM trends to make more accurate sales forecasts.
Sales Performance Monitoring: AI tools can track individual and team performance, providing real-time insights into key metrics and identifying areas for improvement.
Best Sales Automation Tools
HubSpot Sales Hub
HubSpot Sales Hub is a hybrid customer relationship management (CRM) and sales automation platform that offers a suite of marketing and sales tools to help small businesses drive growth. It combines sales, marketing, and customer service functionalities into one unified platform, empowering sales teams to effectively manage leads, automate tasks, and nurture customer relationships.
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Built for productivity, powered by relevance.
Sales Automation
Call Tracking
Lead Prospecting
And More!
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Key features:
Contact and Lead Management: Organize and track contacts and leads in a centralized database, enabling efficient lead qualification and nurturing.
Email Automation: Automate personalized email sequences and follow-ups to engage leads and move them through the sales pipeline.
Sales Analytics: Gain insights into sales performance, track deal progress, and identify areas for improvement with comprehensive sales analytics and reporting.
Sales Automation Workflows: Automate repetitive sales tasks, such as data entry, task assignment, and follow-up reminders, to save time and increase productivity.
CRM Integration: Seamlessly integrate with popular CRMs and hundreds of other systems to ensure smooth data flow and enhance sales processes.
2. Clearbit
Clearbit is a B2B intelligence tool that provides access to rich and reliable data from millions of companies. It empowers sales teams to sell effectively by tracking buying signals across the web, identifying high-fit leads, and seamlessly converting intent into pipeline.
Key features:
AI Native Data: Harness the intelligence of AI to streamline your datasets and enrich your lead, prospect, and customer records.
Lead Scoring and Routing: Enable your sales team to focus their conversion efforts on the highest-quality leads.
Buyer Intent Signaling: Easily identify target buyers, and trigger an alert for your sales team when new leads are showing intent.
B2B Contact Intelligence: Connect with key decision makers on your accounts to convert your best opportunities with the right action at the right time.
Exciting news: HubSpot has entered into an agreement to acquire Clearbit. Learn more about the agreement here.
Best Sales Automation Tools, Clearbit
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6sense
6sense revolutionizes sales automation by harnessing the power of predictive analytics and AI. It enables sales teams to identify and prioritize high-intent prospects, driving targeted and personalized outreach.
Key features:
Predictive Intelligence: Utilize AI-driven predictive analytics to identify and prioritize prospects with high buying intent.
Account-Based Marketing (ABM): Implement account-based marketing strategies with personalized messaging and content.
Intent Data Analysis: Gain visibility into buyer intent signals and real-time engagement data for effective outreach.
ROI Tracking: Measure the impact of sales and marketing activities with robust ROI tracking and attribution capabilities.
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Clari
Clari is an AI-powered revenue analysis platform that provides sales teams with actionable insights and predictive analytics to improve sales execution. It leverages machine learning algorithms to analyze data from various sources and deliver real-time visibility into sales pipelines and forecasts.
Key features:
Sales Forecasting: Clari employs advanced analytics for precise sales predictions. It aids in recognizing risks, prioritizing prospects, and making informed decisions.
Deal Management: This platform supports tracking and controlling opportunities during the sales process. It gives an integrated view of deal activities, engagement, and stakeholders, enabling proactive actions for deal closure.
Sales Enablement: Clari assists sales managers in providing specific guidance to their teams. It offers performance insights, identifies coaching possibilities, and encourages collaboration for better sales results.
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Cognism
Cognism is a B2B data platform that empowers sales teams with accurate and up-to-date prospecting data. It combines AI with data enrichment to help sales professionals identify, target, and engage with the right prospects. Cognism's intelligent automation capabilities streamline the prospecting process and enable personalized outreach at scale.
Key features:
B2B Contact Data: Access a comprehensive B2B database of prospecting data, enriched with firmographic and technographic information.
Lead Generation: Leverage AI-powered algorithms to identify and generate high-quality leads based on ideal customer profiles.
Email Campaigns: Automate personalized email campaigns with dynamic content and follow-up sequences.
Intent Data: Cognism offers B2B intent data to help marketers and sellers identify accounts actively searching for your product or service – and target key decision-makers when they’re ready to buy.
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VanillaSoft
VanillaSoft stands as a robust sales engagement platform, offering versatile functionality either independently or in tandem with established CRM systems. This dynamic tool equips sales representatives to promptly address new leads, ensuring consistent interaction across various channels and fostering the creation of high-quality sales opportunities.
Key features:
Queue-based lead routing: Assign leads to specific queues based on priority, ensuring the most qualified leads get handled first.
Auto-dialing and email sequencing: Automate repetitive tasks like calling and emailing, freeing up reps for valuable conversations.
Dynamic scripts and call coaching: Guide reps with real-time insights and suggested talking points for effective communication.
Lead and sales tracking: Gain complete visibility into every interaction, analyze performance, and identify areas for improvement.
Vanillasoft sales automation
Docebo
Docebo is a comprehensive learning management system (LMS for sales training) that enables extended enterprises the ability to deliver effective training and development programs to their partner sales teams.
It offers a range of features to create, manage, and track learning content, ensuring that sales professionals have the knowledge and skills they need to succeed. With its intuitive interface and mobile accessibility, Docebo makes learning and skills development accessible anytime, anywhere.
Key features:
Sales Content Management: Create and organize learning content, including courses, assessments, and certifications.
Learner Engagement: Foster learner engagement through gamification, social learning, and interactive elements.
Tracking and Reporting: Track learner progress, completion rates, and assessment results for performance evaluation.
Industry Specific: Docebo offers learning programs built for specific industries such as sales development for government agencies.
Integration Capabilities: Seamlessly integrate with existing systems, such as CRM platforms and HR software, to streamline training workflows.
Mobile Learning: Enable sales reps to access training materials and resources on their mobile devices for flexible and on-the-go learning.
Docebo
DocuSign
DocuSign forever changed how agreements and contracts are signed, making the process digital, secure, and efficient. It offers a cloud-based electronic signature solution that simplifies the signing and management of documents, eliminating the need for physical paperwork and manual processes.
Key features:
Electronic Signatures: Easily send, sign, and manage documents with legally binding electronic signatures.
Workflow Automation: Streamline document workflows with automated routing, reminders, and notifications, including plenty of CRM integrations.
Security and Compliance: Ensure document security with encryption, authentication, and audit trails to meet regulatory requirements.
DocuSign-min
Gong
Gong is a sales conversation analytics and revenue intelligence platform designed to help sales teams improve performance and close deals more effectively. By capturing, analyzing, and transcribing sales calls and meetings, Gong provides actionable insights and data-driven recommendations to drive revenue growth.
Key features:
Conversation Analytics: Analyze sales conversations to uncover patterns, trends, and best practices that lead to successful outcomes.
Deal Visibility: Gain real-time visibility into pipeline health, deal progress, and sales performance metrics.
Coaching and Training: Provide personalized coaching and training based on data-driven insights to improve sales team effectiveness.
Integration: Integrate seamlessly with CRM systems and other sales tools to enhance workflow and data synchronization.
Salesforce
Salesforce is a leading CRM platform that empowers sales teams with tools for managing customer relationships, tracking sales pipelines, and driving revenue growth. With its extensive suite of features and integrations, Salesforce enables organizations to streamline sales processes, improve collaboration, and deliver exceptional customer experiences.
Key features:
Lead and Opportunity Management: Track leads and opportunities through the sales pipeline, from initial contact to closing the deal.
Sales Forecasting: Use predictive analytics and forecasting tools to predict future sales and revenue outcomes.
Customer Insights: Gain a 360-degree view of customers with detailed profiles, activity history, and interaction data.
Workflow Automation: Automate repetitive tasks, such as email follow-ups and task assignments, to increase productivity.
Mobile Accessibility: Access Salesforce CRM on mobile devices to stay connected and productive on the go.
These tools are designed to automate and streamline various aspects of the sales process, from lead generation and nurturing to pipeline management and customer engagement. Each tool offers unique features and integrations to help sales teams optimize their workflows and drive revenue growth effectively. Let me know if there's anything else you'd like to explore!
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