Sales automation software enables companies to standardize sales processes and tasks, all the way from leads to conversions, together with reports and performance evaluation. This system can bring together your sales history records within minutes instead of hours you would need to spend if you do things by hand on a spreadsheet. You can effortlessly calculate vital variables including conversion rates, win-loss ratios, and lead time.Show more Another benefit is you can get a detailed overview of the activities performed by your sales team with regards to products and services, territories, and customers. Sales automation software can speed up the tracking of your sales lifecycles and help you to accomplish your goals on schedule. Go on exploring the features of sales automation software by reading about the current topper HubSpot Sales and the other highly rated solutions in this category.Show less
In order to prepare this ranking of best Sales Automation Software we have examined 342 leading solutions currently available on the market, analyzing their features, ease-of-use, customer service, possible integrations as well as mobile device support using our unique SmartScoreTM rating system. This list has been developed by Jenny Chang, our B2B expert responsible for the Sales Automation Software category.
A smart ecommerce system that helps you sell more in less time, as well as build and automate sales processes. Customizable and flexible, this addresses the needs of any sales teams across industries. It helps businesses gain considerable time- and cost-savings by allowing extensive automation of sales-related activities.
A winner of our Great User Experience Award for 2019, this CRM platform was designed to enable high-velocity teams to keep track of contacts and resolve issues. It is best known for its ease of use and the comprehensiveness of its features. You can use it for CRM via different channels from emails to phone calls.
Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use.
A sales CRM and automation software that boosts adoption rates and ROI through a highly visual interface, numerous customization options, and robust reporting capabilities. It helps you manage your pipeline to turn leads into sales and sales to repeat purchases. It also generates reports and insights within its dashboard.
A web-based power dialer that speeds up and streamlines the outbound calling process. PhoneBurner has a contact manager feature built into the system, which automatically organizes imported leads in preparation for the calling process. Using the contact manager feature, sales can create a priority list by category, custom tags, etc.
An all-in-one sales lead management application and communication platform that can help businesses see actual results within 30 days. Designed for sales teams operating in field offices and contact centers, SalesExec provides various communication channels from inbound call routing, outbound dialing, email, and text SMS to leverage any sales initiative.
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Really Simple Systems CRM is a full suite sales, marketing, and customer support online CRM platform that is easy to use and works immediately. It has robust modules for pipeline management, contact management, and case management. This scalable CRM platform also has a built-in email marketing feature.
A CRM and sales automation solution for small, medium, and large companies. Sales Creatio comes with smart automation tools for the critical stages of sales operations including CRM data management, lead management, invoicing, and order management. It is also capable of sales forecasting and data enrichment via pre-built SNS integrations.
EngageBay is an all-in-one marketing, sales, and CRM platform designed to be an affordable alternative to expensive solutions. Considered as a true alternative to more expensive business solutions, EngageBay automates key business processes and routines to free you up to create meaningful customer experiences.
Vainu is a smart and data-focused sales prospecting and sales intelligence platform with a broad company database.
A good customer relationship management (CRM) solution includes sales automation features that can greatly improve your company’s online productivity and enable your sales reps to sell more. This buyer’s guide offers a list of useful tips you can follow to do informed comparisons to source the best Sales Automation tools for enterprises and SMBs.
A good course of action is to sign up for at least a few free trials or demo and basic unpaid plans from popular sales automation tools providers. With that method, you will have the opportunity to test the important elements and you will get a good comparison of the capabilities of the tested programs. The best thing to do when looking for the best Sales Automation tools is to try platforms that currently have the highest SmartScore rankings and Customer Satisfaction Rating in our sales automation software reviews: Zoho CRM reviews, Infusionsoft, LeadExec, Hatchbuck, Pipedrive, and SalesExec.
Sales automation tools can be useful to every company looking to improve productivity and cut time and effort managing sales cycles. Still, there are few specific scenarios where sales automation software is most helpful:
There are many different types of sales automation software, varying from free and basic tool suites to ultra costly and accurate programs. Features can also be categorization criteria, as certain programs do nothing but summarize leads, while others are more robust and they allow companies to monitor lead behavior, track the entire sales cycle, and even do some custom branding. Deployment is also an important factor based on which there are:
These are the basic features to expect from your next sales automation system:
These are the main benefits companies experience when using a solid sales automation system:
Artificial intelligence is one of the major sales trends for 2020 that you should know. AI technology is dramatically changing the sales landscape by allowing marketers and sales teams to utilize customer behavior like never before. Sales automation and marketing platforms are gearing toward integrating AI into every facet of the process and here are the most popular AI technologies being used at the moment:
Chatbots: Chatbots are backend players that simulate human conversations to interact with customers. Chatbots can be programmed to be proactive or reactive and are also designed to generate information from customers they are interacting with that are vital to the sales team.
Machine learning: Machine learning tools recognize and analyze patterns your sales team is likely to miss. These patterns include tracking customer’s browsing behavior and recommending relevant content to deliver a more personalized customer experience, which can result in higher customer engagement. Machine learning tools also provide sales and marketing teams with valuable analytics to help them identify quality leads and how to convert them into paying customers.
Sales automation offers a number of benefits when it comes to boosting productivity and efficiency, but some lines need to be drawn especially in using the following automation tools:
Auto dialers: An automated dialing system can save your sales team time but it also takes control away from your sales reps. Your sales reps can be caught unprepared by the time your auto dialer picks up an available contact in your database and this can ruin the experience for both the customer and your sales rep.
Generic canned voicemails. Prerecorded voicemails, especially the ones that contain generic messages, only give potential customers an opportunity to delete them.
Automated emails: Email automation is beneficial when done right, but there is also the risk of being flagged as spam, or worse, blacklisted.
Picking a an apt SaaS product from the scores of good quality apps out there can be a hard task. To help you, we have created this quick briefing. Find out if the SaaS provider offers the following advantages:
Reduced Cost: Most SaaS solutions are pay as you go, and you don’t need to worry about added investments for system maintenance or IT resources, upfront licensing fees, or in-house IT staff.
Fast Set-up Time and Minimized Risk: You should be able to deploy the SaaS system quickly and easily. Make use of the free trial to learn if the platform fits your requirements. If you select a wrong solution, you can bail out effortlessly with minimum losses.
Customization and Integration: Pick a provider that offers a wide range of software packages and modules. You should be able to pay only for the functionality you use to meet the current needs of your company.
Security and Control: The solution should provide robust security. Pick a provider whose databanks are more secure than those in your office to maximize the advantages.
The Infrastructure: The provider should offer the necessary infrastructure so that you need not host anything in-house or need the assistance of internal IT resources.
Web Access: Your employees should be able to access data anywhere, anytime. To help them be industrious on the go, choose a vendor that offers mobile apps that are compatible with leading operating systems.
Consider all the six important aspects mentioned above to pick the best program for your requirements.
The best sales automation software is HubSpot Sales. It provides sales teams with a user-friendly platform that can be modified according to the teams’ needs. Its pipeline management is 100% paperless, which not only reduces clutter and risk data loss but also keeps all data, documentation, and reports in a centralized location.
HubSpot Sales’ automation tools only help sales representatives automate processes but also add a personal and professional touch to customer outreach such as emails. No lead will also be left behind with its automated notifications which let you know when you have to do a followup.
Additionally, HubSpot Sales can be integrated with your existing CRM and marketing systems, as well as with other productivity and corporate tools.
Sales automation tools offer a number of benefits to keep your sales team productive and efficient, such as the following:
Eliminating time-consuming tasks. Repetitive tasks, when done manually, can take the time that should have been spent in communicating with customers and closing deals. Sales automation tools can reduce if not completely eliminate manual tasks, thus allowing your sales team to focus on more critical parts of the sales process.
Improved data accuracy. Automation tools gather and present data as is, which also allows you to see if your sales and marketing strategies are effective or not.
Reduced risk of losing quality leads. Manually sorting your leads brings in the risk of having quality leads fall through the cracks. With sales automation tools, all leads will be analyzed, categorized, and prioritized.
Quicker response time. The value of response time is sometimes underrated, but immediately addressing the concerns and queries of your customers (potential or existing) creates a positive experience. Accommodating customers as soon as they reach out to you is one of the most effective ways to make them feel valued.
Below are some of the standard features of a good sales automation solution:
CRM integration. Sales representatives are responsible for forging a good customer relationship. But before they can do that, they will need accurate and updated customer information as a basis. Customer relationship platforms (CRM) serves as the repository of these valuable data.
Calling features. These features not only include calling capabilities but also automated reminders to keep your sales team on top of their calling priorities.
Email templates. Sending the same canned emails and responses only runs the risk of losing leads or customers. With the help of automated email templates, you can add a touch of personalization to your emails.
Scheduling tools. Scheduling meetings can ba e major roadblock in establishing a good relationship with the customer. This is the stage where the tendency for an unfruitful back and forth communication can happen because the sales representative and the customer could not agree on their meeting or demo schedule. One way of resolving this by using sales automation solution is by sharing a sales representative’s calendar where the customer can pick an available schedule for their meeting.
Reporting. Preparing reports can be a tedious process, but sales automation solutions can automatically generate and send necessary reports to their intended recipients.
The easiest sales automation solutions are those that have a straightforward interface and functionalities. In this category, the following applications stand out:
HubSpot Sales. This sales automation solution manages to deliver an ideal combination of functionality and user-friendliness. It provides sales teams with a flexible platform that they can customize in a way that will work best for them and the business. Its default interface also requires no training for your sales representatives to familiarize themselves with.
Freshsales. This software comes with an easy to navigate platform that operates marketing automation, phone system, and email. It also comes with an extensive list of user-friendly features, such as event tracking and sales management tools.
Pipeliner. A highly visual sales automation solution, Pipeliner utilizes the user-friendly drag-and-drop functionality to help sales teams create customized pipelines. Using Pipeliner also eliminates the need for certified administrators as your sales team can easily learn how to utilize its tools and functions even without extensive training.
Sales automation is a worthy investment if you get your money’s worth. But before opting for paid subscriptions, you may want to consider these platforms that offer free forever options:
HubSpot Sales. This software solution’s free plan has its limitations, but the features included can be considered freemium. These features are email scheduling, email open notifications, email tracking history, email templates, calling, and more.
Freshsales. The Sprout package is completely free and accommodates an unlimited number of users. The features included cover automation of leads, deals, contacts, accounts, and email. Sproul also gives users access to built-in phone and mobile applications.
Really Simple Systems CRM. The free plan comes with sales automation features. Other features included are unlimited contacts, limited document storage, contact management, custom reports, company accounts, online support, and API integration.
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