10 Sales Automation Tools for the Modern Day Business

Not everyone is a natural salesperson. As such, it is important to have tools on hand to help you automate various sales processes. This will help make things easier for you, as well as cut down repetitive tasks. In this article, we will go over five sales automation tools that will change the way your business operates.

First off: what is sales automation?

Automating sales is basically letting software do some or all your sales work for you. This can be anything from identifying leads to running entire marketing campaigns. Routine tasks that do not need a human touch can use some automation. You can set such tasks on full auto and get on with the more important aspects of your business. For example, using a sales cadence software, which is part of sales automation, you can automate all the workflow of outreach, follow-ups, and closing the leads on multiple-channels including email, WhatsApp, and SMS. These new automation technology in sales help salespeople save a lot of time and channelize their saved time in more valuable activities to achieve their sales goals.

Automating your sales process can save time, reduce errors, and improve efficiency. Here are 10 tools that can effectively automate various aspects of your sales process:

1. Customer Relationship Management (CRM) Software:

   • Tools like Salesforce, HubSpot CRM, and Zoho CRM help automate lead management, contact tracking, and communication with prospects and customers.

2. Email Marketing Automation:

   • Platforms like Mailchimp, Marketo, and ActiveCampaign allow you to automate email campaigns, segment your leads, and nurture prospects through personalized emails.

3. Sales Engagement Platforms:

   • Tools like Outreach, SalesLoft, and Yesware help automate outreach, follow-ups, and personalized messaging to improve prospect engagement.

4. Marketing Automation Software:

   • Platforms like Marketo and Pardot automate marketing tasks, lead scoring, and lead nurturing, ensuring a smooth transition from marketing to sales.

5. Lead Generation and Prospecting Tools:

   • Tools like LinkedIn Sales Navigator, ZoomInfo, and Hunter automate lead generation and provide contact information for potential customers.

6. Chatbots and AI Assistants:

   • Chatbot tools like Drift and Intercom can automate initial interactions with website visitors, answering common questions and collecting lead information.

7. Sales Analytics and Reporting:

   • Analytics tools like Tableau, Looker, or Google Analytics automate the tracking and analysis of sales data, helping you make data-driven decisions.

8. Document Management and E-Signature Software:

   • Tools like DocuSign and Adobe Sign automate document creation, sharing, and signing, streamlining the contract and proposal process.

9. Sales Funnel Automation:

   • Platforms like ClickFunnels and Unbounce can automate the creation of sales funnels, lead capture, and conversion optimization.

10. Sales Enablement Tools:

    • Tools like Highspot and Seismic automate the creation and distribution of sales content, making it easier for sales teams to access and share relevant materials.

These tools can help you automate various stages of your sales process, from lead generation and nurturing to closing deals and analyzing performance. The specific tools you choose should align with your business needs, goals, and budget, and they should integrate seamlessly with your existing systems to create a streamlined and efficient sales workflow.

 

Why will businesses need automation?

Sales automation is putting repetitive sales tasks on automation. This will involve the delegation of such tasks to a software tool. There are several benefits to this, namely:

1. You get to save time.

Making others do some of your work for you lets you save some precious time. The same is true when it comes to automation. For instance, having a tool build you an email list quickly lets you spend less time researching your leads. Or having an automated accounts payable system that streamlines the process of paying bills and invoices. This eliminates that particular piece of work and lets you do a different parallel task. This leads us to another benefit of automation:

2. It increases your productivity.

With automation tools doing some of your work for you, you get to do more tasks and hit more goals in a short amount of time. This also leaves you time for rest, or to start a new project. Either way, all that time saved by automation can help you become more productive.

3. It saves you money.

Automation tools save your business money simply by helping you use your existing staff efficiently instead of hiring new employees. It improves the overall efficiency of your business when done right, helping you save money in the long run.

4. You can put more focus on actually running your business

When you automate all the repetitive tasks, you can focus on growing your business. You do not need to dabble in mundane work in corporate card reconciliation . You can put more effort into interpreting data to improve your business strategy or focus on formulating long-term plans. You can put more effort into interpreting data to improve your business strategy, focus on formulating long-term plans or utilize a business plan template for a structured approach to your strategic planning.

10 tools that can effectively automate your sales process in 2021

Integrating automation into your business does not mean creating a system from scratch. There is plenty of great sales automation software out there, and without much ado, here are our top picks :

LaGrowthMachine

LaGrowthMachine is a powerful sales automation tool that can help you streamline and automate your sales process. With its easy-to-use drag-and-drop interface, you can quickly create automated workflows to help you stay organized, increase efficiency, and close more deals. It also offers powerful analytics tools to help you gain better insights into your sales process, and track your progress. LaGrowthMachine is built for both small and large businesses, making it a great choice for those looking to automate their sales process quickly and effectively.

Capsule CRM

Capsule CRM helps small to medium businesses manage relationships and sales efficiently. You can customize multiple sales pipelines, which is useful for different products or markets​​. The system also offers solid task management features, like setting reminders and repeating tasks​.

Sales analytics and reporting are key features, giving insights to guide business decisions​. Capsule CRM integrates well with platforms like Gmail and Outlook, simplifying email and contact management​​.

Moreover, it connects with popular software such as Xero and Mailchimp. This makes Capsule CRM a powerful option for businesses looking to streamline their operations and improve customer interactions.

Snov.io

Snov.io email drip campaigns tool offers a drag-n-drop builder, template library, personalization options, and A/B testing opportunities. Crown it all with email analytics, and you’ll get the combo that may dramatically change the way you’ve sent bulk emails before, in a good sense. Meanwhile, you’ll be able to use Snov.io CRM and warm-up email for free no matter your plan.

EasySendy

EasySendy is the most satisfactory option for marketers to send multichannel outreach marketing emails and drive better results to capture leads. EasySendy is an all-in-one email marketing plugin that allows you to carry all your various marketing channels together and accelerate traffic, a higher conversion rate, and better ROI for online geeks, marketers, small businesses, and startups.

GetProspect email finder

A cold marketing tool that allows you to collect contact details of potential customers on LinkedIn and other resources. It has more than 200 million relevant contacts in its database and can find valid email addresses for contacts in any industry, position, or location. It is an intuitively simple and user-friendly application designed as an email finder Chrome extension.

 

SalesRock

Sales.Rocks is an all-in-one Sales Automation platform that allows you to automate and personalize every stage of the sales process, from prospecting to sending multichannel outreach campaigns using email + LinkedIn simultaneously.The platform is based on a huge B2B database containing all the relevant information on your targeted accounts (companies and contacts) across all industries, worldwide. Using the search filters you can narrow down your ICP and create lead lists with ideal prospects with all the relevant information you need to personalize your cold outreach.Get their professional email addresses and LinkedIn accounts straight from the platform and create a multichannel drip campaign! Nurture your prospects on both channels – email and LinkedIn – through the same, automated sequence.

Aeroleads

Autoklose

Autoklose is a sales automation CRM that eliminates the old face-to-face way of making revenue. This makes more sense in a world where remote work and social distancing are the norms. It helps salespeople focus more on communicating and building relationships with their prospects. Furthermore, a suite of tools that automate email marketing helps them close deals. It also has features for lead management, team management, and A/B testing.

Mailchimp

Mailchimp is a newsletter tool yet it offers more than just automatically creating and sending out newsletters. It is also an email marketing service with an array of tools that make it an effective marketing automation platform. It puts some emphasis on contact management, attractive campaigns, and thorough analytics. It also has an impressive list of features, like landing pages and lead capture tools.

Campaign Monitor

Campaign Monitor helps you track the progress of your email marketing campaigns. It has tools that assist you in the entire process, from writing down your emails to making sure that they get to your prospect’s inbox. This tool essentially automates your email marketing campaign. It also gives you much-needed insights and analytics that let you steer your sales strategy to the right direction.

Salesforce

One notable feature of this complete email platform is its Sales Cloud Email service. This service allows you to segment your audience, so you can send out personalized emails tailored for each person. Plus, its reporting dashboard gives you deep insights into the performance of every email campaign. It is another tool that takes the task of email marketing off your hands, allowing you to give more attention to actually running your business.

Hubspot Sales

The thing about Hubspot Sales is that you can use it for free, albeit in a very limited way. Premium is still the way to go with this tool, and its awesome automation features are worth every penny. Like every other tool in this list, it automates email marketing. It also provides real-time notifications on your email stats. Beyond that, this sales tool takes care of everything from lead generation to sales.

Convin

Convin is an AI-powered Conversation Intelligence tool for inside sales teams. It records, transcribes, and analyzes your sales conversations to give you meaningful insights that help you close big—primarily used for call recording, sales coaching, sales training, sales enablement, meeting intelligence, market intelligence, and deal intelligence.Convin provides all the features of a conversation intelligence with value-added business features and easy integration with your sales stack at a fair price.

Zoho Campaigns

You can practically let Zoho Campaigns take care of everything that has to do with your email marketing campaign. It lets you create an effective campaign fast, and provides you with the tools to track its progress and provide you with detailed reports. It also lets you set up conditions for message triggers that let the tool automate the entire email process. Its autoresponder integrations let you remain hands-off when engaging with your audience.

Marketo

Marketo is Adobe’s venture in the sales automation market. It offers features that let you easily learn more about your leads and figure out how to engage them better. It also lets you incorporate a personalized experience into your site, plus web activity tracking. These features let your site respond better to your visitors. Of course, it also seamlessly automates your process from generating leads to sales.

Pardot

Now owned by Salesforce, Pardot is known for its smart marketing solutions. From lead management to email marketing, Pardot offers a wide range of features that will allow you to automate your entire sales process. It tracks visitor activity on your site to identify and generate leads. It also automates lead scoring, profiling, and segmentation. Additionally, it lets you create personalized email marketing campaigns, build high-converting landing pages and content, and track your performance. It also provides you access to in-depth analytics.

Zapier

You can practically transform Zapier into a formidable sales and marketing automation tool through its software integrations. It is a cloud-based service that offers an automation app for every part of your business. It seamlessly integrates any web app, letting you can try out a variety of combinations that can automate your sales process. The best part is that you do not need any coding knowledge to get this done.

Rollworks 

Rollworks is an account-based marketing platform. It lets you identify the best audience for your business and target them across multiple channels. It also provides you with split testing tools that will help you measure the impact of your campaigns on your revenue. Its campaign management tool lets you see to your marketing campaigns from start to finish. You can plan and execute all the steps in the process, including messaging, targeting, budgeting and analytics.

Email Finder 

Email Finder is a tool created by Hunter to help find email addresses in seconds. Just add the full name of the person you would like to contact and the website’s domain. You’ll get the result in seconds. This tool also comes with a Chrome extension that can find the email addresses of a website with a single click.

Jotform Sign

Jotform sign is one of the easiest to use e-signature solutions on the web. Collect signatures by creating custom documents with a drag-and-drop builder, embed them on your website to attract leads, and do it all without writing a single line of code! Choose from over 600 templates and get a head start on automating your document process. Get access to HIPAA-compliant forms, enhanced security features, and amazing support with Jotform.

 

Bonus: Top 6 lead generation tools

Most of the tools listed above come with lead generation features. If you are looking for tools that are more specialized for the task, it might not hurt to check out the following:

 

Clearout

If you’re looking to streamline your lead generation on LinkedIn, Clearout’s LinkedIn Email Finder Chrome Extension is the perfect tool. It allows you to seamlessly extract pre-verified email addresses from LinkedIn profiles, eliminating the need for manual searches. With this extension, you can quickly build highly targeted prospect lists that align with your ideal customer profile (ICP). Plus, it includes an advanced in-app search feature with over 15 filters to refine your results. Clearout also offers an email finder tool, enabling you to find email addresses using just a name and company/domain, making it easier to connect with the right contacts effortlessly.

LeadGibbon

The main feature of LeadGibbon is its huge B2B Lead Database. This works with the tool’s Chrome extension to help you find your lead’s email address. Through the filters in the Lead Database, you get to identify your ideal buyer, find the right contacts, and export a list that you can upload to your CRM of choice.

WotNot

WotNot automates your customer interactions at scale with chatbots. Solve business challenges like getting more leads, booking more appointments, scaling your customer support with cutting-edge chatbots.With WotNot’s No-code Bot Builder, you can build bots fairly easily with an intuitive visual builder. Manage multiple bots for different activities based on the triggers and conditions defined by you. Also, WotNot offers a done-for-you service wherein our team of experienced conversation design experts understand your needs and carefully create a conversation flow that matches the needs of your business and keep optimizing the flow by reviewing the results.

ContactOut

If you are prospecting for leads on LinkedIn, this tool can help you out. Through a lightweight Chrome extension, ContactOut finds the email address and other contact information of your leads right on their LinkedIn profiles. It also comes with a dashboard where you can store and organize your leads and download your list.

Prospect.io

Nothing can be more relevant to this list than Prospect.io, a comprehensive sales prospecting tool and a sales automation platform. It has tools that speed up the list-building process as well as features that will help you refine your list data. It also lets you set up a multichannel campaign that automates emails, phone calls, and social media engagement.

Zoominfo

Zoominfo’s search engine has profiles of over 70 million decision-makers in companies from around the world. The software’s database is maintained by an AI that constantly updates all of its contact information. It updates the list in your possession in real-time and alerts you when it does.

Leadfeeder

This tool practically puts names to otherwise anonymous visitors to your site. It identifies traffic coming in from other companies, reveals remote workers, and helps you understand the behavior of your visitors. This essentially provides you with a great method to find potential B2B clients.

Why is it time to automate your sales process?

Sales in the modern age rely heavily on digital marketing and data. Running a digital marketing campaign and processing the data that flows into your business will require a number of small, repetitive tasks that can take a lot of your time. Sales automation tools will take some of the pressure off in a number of areas, and allows for more time to focus on the essential tasks.