This presentation on sales automation tools was put together based on the blog post found here: https://www.leadfuze.com/best-sales-automation-tools/
What other sales automation software do you think should be on the list?
The Best Sales Automation Tools to Streamline Your Sales Process
1. The Best Sales Automation
Tools to Streamline Your Sales
Process (Recently Updated!)
“I GOT LUCKY BECAUSE I NEVER GAVE UP THE SEARCH. ARE YOU
QUITTING TOO SOON? OR ARE YOU WILLING TO PURSUE LUCK WITH
A VENGEANCE?” ~ JILL KONRATH
5. Calendly
Say goodbye to email tag for scheduling appointments, interviews, calls, demos and much
more. Make it super easy for customers to connect with you.
6. Appointlet
Appointlet allows you to turn more prospects into customers by letting them connect with you
straight from your landing pages, emails & sales funnels. Bookings are then seamlessly added to
your Google or Office 365 calendar so you can focus on selling.
7. HouseCall Pro
The app is offered at a competitive low cost and supports professionals with all aspects of their
daily workflow, including: job scheduling, customer database, invoicing and payment processing
and technician dispatch.
9. Pipedrive
It visualizes one’s sales pipeline and helps to make sure important customer conversations and
activities don’t get dropped.
10. Salesforce
We’re the innovative company behind the world’s #1 CRM platform that employees can access
entirely over the Internet — there’s no infrastructure to buy, set up, or manage — you just log in
and get to work.
11. Hubspot
Hubspot - Helps your business get found online, convert your website traffic into leads &
customers, and optimize based on your results. You can then convert prospects to leads to
customers with landing pages, lead nurturing/intelligence & marketing analytics.
12. Close.io
Close.io - Helps you to make more calls by reducing data entry. Emails sent & received are
automatically tracked. Gives you an overview of all your sales activities.
13. Nutshell
This award-winning CRM solution makes it easy for outbound sales teams to do important
things quickly, offering intuitive sales process and collaboration tools, powerful out-of-the-the-
box reporting, email sync with Google Apps/Gmail and Office/Outlook, and much more in an
affordable, user-friendly package.
16. Zoom
Offers the best video, audio, and screen-sharing experience across Windows, Mac, iOS,
Android, Blackberry, Zoom Rooms, and H.323/SIP room systems.
18. Dialpad
New Category of cloud communications. Dialpad builds software for better communications at
work. The #1 pure cloud communications platform for G Suite and Office 365, it empowers
today’s anywhere worker to talk, text, make video calls, and meet online with customers and
colleagues on any device.
19. Five9
Empowers agents to provide a great multichannel service experience. Intelligent Routing gets
inquiries to the right agent. Screen pops put customer information at their fingertips. And
everything is automatically logged to your CRM. Compatible with all leading CRMs.
21. Attach.io
It’s like Dropbox + Google Analytics in one. Like Dropbox, you upload your documents and share
them with a link. Like Google Analytics, Attach tells you everything that happens to your
document after you’ve shared it.
22. Pandadoc
Unlimited electronic subscriptions in every subscription, plus a host of other powerful
document features, such as a drag-and-drop document builder, out-of-the-box CRM
integrations, and advanced document analytics.
23. Hellosign
Whether by the poolside, in a board meeting or at an altitude of 30,000 feet, it enables you to
easily sign and send your documents from wherever you are. You can sign documents from your
iPhone, iPad, our forthcoming Android app, or right in your Gmail account.
28. Ambition
Weight your most important KPIs & auto-generate real-time “Ambition Scores” for users. Run
custom TV Leaderboards and sales contests. Auto-generate user highlight feeds, advanced
reporting & more.
29. SiSense
Makes it easy for users to prepare, analyze and visualize complex data. Provides an end-to-end
solution for tackling growing data sets from multiple sources, that comes out-of-the-box with
the ability to crunch terabytes of data and support thousands of users–all on a single commodity
server.
30. A unique field sales management system, offering field visit reporting in 1 minute through
mobile apps for all common smartphones with typically 95% sales team compliance. Provides
Sales Managers with key information and sales metrics in real time. Feeding directly into existing
CRM systems it increases compliance while adding sales management.
I-snapshot
32. Charlie App
Compiles one-pagers on the people you’re about to meet with, before you see them. An hour
before every meeting in your calendar, Charlie makes sure you walk in with the intel you need to
make a killer impression: breaking news on their company, the passions and hobbies you both
had no clue you shared, their professional history, and much more.
33. Crystal Knows
Crystal gives you personality insights for everyone in your network, helping you understand
differences, adapt style, and communicate with empathy.
34. InsideView
Discovers sales opportunities across both traditional editorial sources and social media, and
have them presented directly within CRM for optimum impact. Leveraging the unique smart
aggregation and insight analysis technology, continuously monitors the ever-growing personal,
executive, and corporate information available across social networks, websites, and
subscription-based sources to make sure your team never misses an opportunity to engage and
win.