Without a steady stream of new customers and clients, your business simply wouldn’t function. Since sales are so competitive, you need to be able to call on a range of automation tools to get the best results for your team and your business. So here’s a look at the best free tools out there:
What Are Sales Automation Tools?
Sales automation tools are essentially software-based solutions that give your sales team a helping hand. It frees up their time and attention for more pressing tasks, such as maintaining post-sale customer relationships. These automation tools can significantly increase productivity and boost the bottom line of your business.
The 17 Best Sales Automation Tools
Ready to boost your productivity? If so, you can automate many of the essential sales tasks you perform each day. So here’s a look at the best sales automation tools out there:
Automating Lead Generation
Lead generation is critical to the success of any business, but it’s a process fraught with the potential for complications and lost time.
UpLead offers sales professionals an accurate and real-time verified B2B database to help drive growth in your organization. If you’re looking to grow the number of leads that are being fed into your sales funnel, be sure to try out a free trial on UpLead.
This intuitive tool helps you increase your sales by empowering you to quickly find, connect, and engage with qualified prospects. You can enrich your existing data while you search through specific contacts and companies. Targeted lists help you manage your prospects, and high-quality verified data verifies key information in real time.
Prospecting is the process of making contact with leads at various stages in the sales funnel. A delicate touch is critical here, so sales teams must be organized.
Growbots empowers sales teams to fully automate their outbound sales process. It brings prospecting and outreach together in one place, while offering integrations with leading tools like Salesforce and HubSpot.
Over 500 brands use the tool to automate prospecting in three steps:
- The tool generates a tailored list of potential customers.
- It creates a personalized campaign.
- Sales teams can work on optimizing their results.
Prospect.io is an automation platform that aims to be a simple, elegant prospecting tool for modern sales teams. By automating data entry, it aims to help sales teams reduce the time they spend on data entry tasks.
The tool offers a range of statistics and information, which helps sales professionals measure how their campaigns have performed and how the platform has led to conversions.
Optimizing Email Management
Email is still the #1 form of online communication, and sales teams use it regularly. To get the most from this form of communication, they have to use a range of tools.
Reply is a sales engagement platform that helps sales teams put their inbound and outbound outreach on autopilot while they maintain a level of personability.
It helps teams communicate with both leads and prospects across multiple channels, including email, calls, LinkedIn, SMS, WhatsApp, etc., at scale and automate manual tasks. It also ensures that conversations are personal and engaging, and reflect the sales strategy that’s been developed.
Yesware helps sales teams optimize email management by providing a range of sales tools in the inbox. These tools include email tracking, phone dialer, and sales automation.
Using this post-contact data (including open and reply rates), sales staff are able to make better decisions and take action based on those recommendations.
CRM for Sales Automation
Sales automation is a way to enhance productivity while increasing sales and improving revenue. If you have too many tools, it can be more difficult to make the right choice.
Pipedrive is a cloud-based CRM platform aimed at sales professionals in scaling companies. This platform is based on the idea that power comes from simplicity, so it focuses everything on usability and transparency.
Since the tool aims to provide a streamlined view of sales processes, it helps sales staff save time on administrative tasks. A progress tracker also helps sales teams track their goals and find out how they’ve been performing.
By cutting down on the amount of time spent performing data entry tasks, sales staff are free to spend more time calling, emailing, and contacting prospects. Reporting tools also help team members keep a close eye on the most relevant metrics.
Freshsales aims to be your CRM of choice by offering a range of features, such as a built-in email and funnel management.
The platform claims that its software is “ready to go, easy to setup and use, and requires minimal customization.” But while this tool is attractive to some teams, it’s not necessarily the most customizable tool on the market.
Marketing automation can help make marketing campaigns more accurate and feed the sales funnel with qualified leads that create a better ROI.
Hubspot offers an ambitious platform that aims to cover marketing, sales, customer service, and CRM. The sales portion of the platform aims to help sales teams save time by helping them organize all their activities in one place.
Essentially, the tool helps sales professionals connect with more leads, close deals faster, and manage their sales funnels. Again, the emphasis is on helping sales staff make deals, rather than perform data entry.
Pardot is aimed at marketing, rather than sales. This B2B product from Salesforce is aimed at helping marketers acquire more leads and populate the funnel, and it helps salespeople close more deals.
Pardot aims to help marketers nurture leads, close a higher volume of deals, and maximize the ROI from marketing activities.
Autopilot is simple, visual software geared toward customer journeys. Since it aims at making marketing automation visual, it’s an intriguing option for visual learners who want to capture and convert new leads.
The tool aims at automating repetitive tasks and saving time across the board. After capturing leads via your marketing initiatives, the platform makes it simple to educate and assign leads and book appointments.
Automating Daily Routines and Tasks
A range of manual tasks can occupy the valuable time of sales professionals, reduce their productivity, and stop them from doing what they do best.
If This Then That is a free web-based service that makes it easy to create applets (i.e., chains of simple conditional statements). While it can be a little overwhelming at first, it can save you a lot of time.
The platform aims to help connect the world by getting apps and devices to work together in new ways. To help automate tasks and stay on top of your various sales and marketing activities, you can pair a range of tools.
Zapier is another web-based service that helps users integrate the various web applications they may use. This tool helps reduce the number of hours spent on manual tasks.
By offering easy automation to busy people, Zapier moves information between web apps and helps sales staff focus on their most important tasks.
Nurturing is the process of moving leads throughout the sales funnel, and ensuring they’re appropriately informed and engaged at each stage.
Customer makes it possible for sales teams to trigger emails, push notifications, SMS, and webhooks, which helps personalize communication with customers.
The app suggests that its platform can help sales teams lower churn, craft stronger relationships, and drive additional subscriptions.
Mailchimp might be the best-known automation platforms on the web. This email marketing service helps sales and marketing teams grow their business by getting their word out on a range of channels.
To make sure each campaign runs smoothly, sales teams are able to create unique campaigns, integrate their favorite tools, automate their manual tasks, and optimize their efforts.
Sales teams spend a lot of time pitching products and services, so they need to have the very best presentation software on the market.
Appear aims to be the go-to tool for sales teams who are looking to introduce video meetings into their daily workflow. This tool focuses on simplicity by helping sales teams create a room link and invite their members to join.
Since sales is so competitive, Appear aims to put itself above the competition by eliminating registration and enabling group video conversations.
Prezi is presentation software that aims to use motion, zoom, and spatial relationships to bring ideas to life and give presentations a touch of magic. To date, more than 100 million users have created presentations on the platform.
The platform aims to make it simple for non-designers to unleash their creativity and use templates to create engaging presentations for prospects and leads.
Venngage is another great alternative to the typical Powerpoint. Their presentation software is a beginner-friendly drag & drop affair with 100+ presentation templates to choose from (many of which cost nothing to use), an extensive library of stock photos (synced with Unsplash) as well as over 40,000+ icons & illustrations in their catalog. You can make presentations that look professional in minutes. No designer required.
We hope you’ve enjoyed this comprehensive analysis of the best tools for enterprise project management. The landscape is diverse and competitive, so it’s worth investing enough time to find the tool that’s right for the needs of your organization.