Best Sales Automation Tools
Explore the best sales automation tools for Digital Marketing agencies. Choose the one which best suits your needs.
Featured Tools
Prominent Sales Automation Tools
Copper
Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships—but don't have time for data entry, repetitive admin tasks, or complicated tools. Visit Website
Freshsales
Freshsales is a sales CRM designed for high-growth, high-velocity sales teams with features such as built-in phone and email, lead scoring, user behavior tracking, and automation, along with other CRM-related features on one platform. Visit WebsiteDAN Member Tools
in Sales Automation
Copper
Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships—but don't have time for data entry, repetitive admin tasks, or complicated tools.
All Sales Automation Tools
EverString
EverString’s AI SaaS solution is designed for B2B sales and marketing professionals to drive pipeline growth, help close new customers, expand into new markets, prioritize accounts, and provide actionable insights – all without the need for an administrator.
Autoklose
Autoklose is the sales email automation platform powered by machine learning. They've built a well-rounded outbound sales platform. It features automated lead generation software and email drip campaign management tools with CRM integration.
Outreach
Outreach, which is the Sales Engagement Platform, accelerates revenue growth by optimizing every interaction throughout the customer lifecycle. The platform manages all customer interactions across email, voice and social, and leverages machine learning to guide reps to take the right actions.
LeadSquared
LeadSquared is a marketing automation and sales execution platform that helps businesses increase their closures, manage their pipelines, and attribute their ROI accurately and completely, to people, marketing activities, lead sources, products, and locations.
Clearbit
Deeply understand your customers, identify future prospects, and personalize every single marketing and sales interaction.
Pega Platform
Pega is the leader in cloud software for customer engagement and operational excellence. The world’s most recognized and successful brands rely on Pega’s AI-powered software to optimize every customer interaction on any channel while ensuring their brand promises are kept.
HubSpot Sales Hub
HubSpot is a leading growth platform with thousands of customers around the world. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to grow better.
Drift
Drift is the Conversational Marketing platform that combines chat, email, video, and automation to remove the friction from business buying. There are over 50,000 businesses that use Drift today to generate more revenue, shrink sales cycles, and make buying easy.
Proposify
Proposify helps you write and design stunning proposal documents, collaborate with team members, and keep track of new business you pitch. By combining robust design tools with a user-friendly interface, it's easy for everyone to create gorgeous, professional proposals.
SalesSeek
SalesSeek.com aligns your Sales and Marketing process by connecting the most important parts of your business. Market and sell with a single unified voice using tools designed for lead generation, managing opportunities, and driving sales all the way through to win.
Yesware
Yesware is your all-in-one sales toolkit that gives you everything you need to prospect, schedule meetings, and follow up - right from your inbox. Yesware provides you the insights you need to make data-driven decisions and spend time where it matters, allowing you to work smarter.
Growbots
Growbots created the first all-in-one outbound sales platform with lead generation and managing email drip campaigns with CRM integration. All you need to do is set up a customer profile and schedule an email campaign to automatically generate new sales.
Copper
Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships—but don't have time for data entry, repetitive admin tasks, or complicated tools.
Airtable
Airtable is a software platform that empowers people to build the solutions they need to drive innovation and increase agility within their teams. Airtable puts the power of a flexible database into the hands of creators.
InsideView Sales
InsideView Sales helps B2B companies drive rapid growth with the only platform that empowers business leaders to quickly and confidently make go-to-market decisions.
InsightSquared
InsightSquared helps revenue operations professionals make better decisions by equipping them with actionable, real-time intelligence on sales, and marketing KPIs.
Adapt
Adapt is a global B2B contact and company database provider across multiple industries. Adapt has 250,000+ users and 90 million business contacts, including industry-specific company database and contact information such as job title, direct dial, and email addresses.
Prospect.io
Prospect.io helps sales professionals and managers develop robust outreach campaigns and tools to measure the results.
Pipedrive
Pipedrive is the first CRM platform developed from the salesperson’s point of view. Pipedrive engineers developed a platform that helps salespeople and teams focus on learning and repeating their most effective process to close deals.
DocuSign
DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time.
Winmo
Winmo streamlines the sales process and drives more profitable connections by giving sales professionals the competitive advantage to win more in an ever-changing market.
Groove
Groove is a leading sales engagement platform that makes account-based revenue teams more efficient and effective at finding, landing, renewing, and expanding revenue. Groove delivers a 10X productivity boost to your most expensive and valuable resources.
Freshsales
Freshsales is a sales CRM designed for high-growth, high-velocity sales teams with features such as built-in phone and email, lead scoring, user behavior tracking, and automation, along with other CRM-related features on one platform.
SalesLoft
SalesLoft is the #1 sales engagement platform, helping sales organizations deliver a better sales experience for their customers. More than 2,000 customers use the company’s category-leading sales engagement platform to engage in more relevant, authentic, and sincere ways.
SharpSpring
SharpSpring is a cloud-based automation platform for marketing agencies and small to mid-sized businesses that rival top competitors with its features, functionalities, and performance.
Lineup
Lineup Systems develops sales solutions for media businesses. Their cloud-based solution, Adpoint, optimizes business performance and helps multi-channel media companies grow revenue.
How to Select Sales Automation Tools
Businesses need to focus on streamlining manual, tedious, and time-consuming tasks in the sales department so that employees can concentrate on other more critical aspects of the business.
A great way to manage these tasks is through sales automation. In fact, it’s a critical practice that every business needs to take advantage of if they want to be successful. With the help of sales automation, you can boost productivity and increase revenue. Other benefits that your business can acquire through sales automation include improving reporting, saving time and resources, enhancing efficiency, automating lead scoring, and much more.
And because you spend less time on mundane sales tasks, you can focus on high-quality leads. Prioritizing efforts on them will most likely result in a sale. But it doesn’t stop here. To take your business to the next level, you need to work on maintaining better after-sale customer relationships as well.
The key is to find sales automation tools that align with your business goals. The right sales automation tool can allow your business to perform better by converting more inbound traffic into leads and nurturing prospects into sales. This will allow you to concentrate on engaging with consumers that are more likely to convert to loyal customers.
The variety of sales automation tools continues to grow every year. Deciding which software is ideal for your business needs can be overwhelming. But to help you make sense of it all, create a list of features that you need. A few essential aspects that you should consider when comparing platforms are as follows:
Key Criteria to Evaluate Sales Automation Tools
Pricing Policy
Sales automation tools prices can vary depending upon their features and your user numbers. To find the right tool for your budget, you need to analyze their capabilities, the features they provide, and the different plans that they offer.
Scope of Sales Automation Tools
In order to succeed, your business needs a comprehensive sales automation tool. Begin by figuring out which features are must-haves for your business. And then compare each platform against this criteria list to single out the best option.
Benefits
Most platforms provide a list of features and benefits that they offer. But to get a realistic idea if the tool actually matches your requirements, you need to take each product for a test drive. Consider scheduling an interactive demo in order to help you understand your exact needs.
Accountability
Sales is the most vital aspect of your business. Because you are dealing with a substantial amount of sensitive data, you want to invest in a tool that is safe and secure. Look for one that has excellent reviews and strong references.
Integration
A successful business demands the integration of information across multiple departments. It’s imperative to select a platform that integrates well with existing tools and platforms, such as your email marketing program and other CRM tools. And to achieve peak productivity, the sales and marketing teams need to be able to work effortlessly together.
Features
Sales automation tools help by putting tasks like calendar notices and lead nurturing emails into a logical sequence of automatic steps. You should look into additional features that the platform offers to get the most benefits for your business.
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