Sales automation software is a tool that automates all the must-do repetitive and administrative tasks of a business so that users can focus on closing a deal faster.
A study of 402 Swiss marketers says 72% of the most successful companies use marketing and sales automation tools. But, as there are thousands of sales and marketing automation tools, it isn't easy to figure out which software would be the best for your business.
No need to worry, because in this blog I will evaluate 11 popular sales automation tools. I will also try to assist you with what to look for while searching for a sales automation tool, its benefits, and many more.
List of 11 Best Sales Automation Software Tools
After detailed analysis, here are the top 11 tools for automating sales:
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ActiveCampaign.
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Zapier.
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Hubspot Sales Hub.
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Pipedrive.
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Clickfunnels.
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Outreach.
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Intuit Mailchimp.
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Nutshell.
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Process Streets.
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Reply.
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TeamWave.
Let's have a short overview, key features, pros and cons, and pricing details of these sales automation software tools:
1. ActiveCampaign
ActiveCampaign is a cloud-based sales automation platform that allows sales managers and representatives to close deals faster by speeding up a company's sales process.
Main Features
Let’s see what ActiveCampaign offers to build your website a compact one -
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Gives visualization of the sales processes so that salespersons can track and manage each deal without worrying about missing out on anything.
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Provide proper connection between sales and marketing teams with 1-to-1 email automation to outbound sales sequences.
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Users can know their qualified leads, set automated information they need, and offer deals quickly using lead scoring.
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Allows you to track where your contacts are and what they are looking for so that you can provide them with the exact solution.
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You can migrate your contacts, sign-up forms, email templates, and automation tools to this software.
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Users can integrate ActiveCampaign with 870 other software tools, along with Dorik as well.
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Provides advance reporting of each sales automation’s results.
Pros
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Easy to use with a drag-and-drop editor.
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Gives follow-up of the deals to track which step each deal is in.
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Incredible support system.
Cons
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Tools are more helpful for B2C than B2B.
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During the busiest business hours, this platform can be glitchy and take time to load.
Pricing
There are 3 pricing plans on ActiveCampaign for sales automation tools: The Plus plan starts at $19 per month, the Professional plan starts at $49 per month, and the Enterprise plan has custom pricing. Each of these plans is billed yearly. Its tier-based pricing has some services in common, but each has some bonus automation features as you upgrade your plans from one to the other.
If you are building a business website with Dorik, you can easily integrate ActiveCampaign into it for faster growth.
2. Zapier
Zapier helps businesses to automate their tasks between web apps. Small and medium business salespersons can speed up their daily workflows by integrating Zapier between multiple apps. It is best suited for companies that are looking to make the process of completing their most repetitive task faster and more efficient.
Related Read: What is Zapier and How Does it Work?
Main Features
Let’s see what Zapier offers to build your website a compact one -
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Provide pre-built, custom, and reusable connectors for electrically connecting functions with one another.
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Gives functions and tools for converting data values from a source to a destination system.
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You can Automate multiple tasks in one shot with Zapier's automated workflows, which they call Zaps.
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Paths and Funnel allow to creating conditional workflows for individual Zaps different outcomes. Besides, the Funnel allows you to set some conditions that tell the Zap trigger to stop if the new output does not match your condition.
Pros
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Users can do 75,000 plus tasks with the paid options, and it is fast as real-time.
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Provide integrations for apps that do not have any native integrations as well.
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Do not require writing codes and are easy to duplicate previously created Zaps.
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Gives customer service whenever any issue arises.
Cons
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The pricing structure needs to be more precise as it seems confusing to most users.
Pricing
Zapier has multiple pricing from a Starter to a Company plan. Its free plan offers 100 tasks per month to do and is available forever. Besides, There are four paid plans in it. The Starter plan starts at $19.99 per month, the Professional plan starts at $49.99 per month, the Team plan starts at $399 per month, and the Company plan starts at $799 per month. A free trial is also available here.
If you are adding any forms on your website with Dorik, you can easily connect Zapier into your subscription form.
3. HubSpot Sales Hub
Anyone can boost their entire sales process with Hubspot Sales Hub. This sales automation platform works for entire sales funnel stages, from lead generation to closing deals. Hubspot Sales Hub is also known as a Customer Relationship Management (CRM) platform.
Main Features
Let’s see what HubSpot Sales Hub offers to build your website a compact one -
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Users can set up their business goals like expected sales revenue, budgeting, and hiring from the forecast feature.
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You can make sales calls, record and track them, and HubSpot Sales Hub will also automatically log these calls into your CRM for efficiency.
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It gives deep insights into a pipeline so that sales team members can forecast more effectively.
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You can create and send sales quotes without typing them manually or copying them from your CRM.
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Sales managers can employ best practices and strategies in a sales process with sales playbooks.
Pros
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Its vital pipeline management provides multiple project management integrations to the users.
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Allow a sales team to assign tasks, customize their pipeline, and monitor the sales process.
Cons
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Confusing and lengthy onboarding process with more and more questions.
Pricing
Besides a free plan, HubSpot Sales Hub offers three different paid plans. The plans are the Starter starting at $45 per month, the Professional starting at $450 per month, and the Enterprise starting at $1200 per month. The pricing is perfect for small business teams to strong sales teams.
4. Pipedrive
Pipedrive is an ideal pipeline management tool and also a sales CRM software. It helps businesses of all types to manage each step of their sales process, from lead generation to email campaigns. You can generate leads, get reports, clarify what stage a lead is in with visual pipelines, and what action needs to be taken. Users can automate sales activities using Pipedrive and run their businesses faster.
Main Features
Here are some key features of Pipedrive:
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Provides a complete overview of every lead and deal so that sales reps can boost the sales productivity of their business.
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Sales team members can track contact details and get a sharp overview of their history, activities, and deals.
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The customer data management feature works as a base source of each customer's data and allows you to access these data fluently.
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Opportunity management allows individuals to organize deals and keep track of them.
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You can use features like automated alerts, digital signatures, invoicing, and contract approval.
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Gives sales activity and deal reports. Allows sales reps to create custom dashboards with these reports for sharing, setting team goals, and managing teams according to metrics analytics.
Pros
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Sends reminders as follow-ups on projects.
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A clean interface helps to organize and manage the sales pipelines easily.
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Allows to move deals to different stages with the drag-and-drop features quickly.
Cons
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No opportunity to get the audience’s data backup and restore them.
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A high learning curve for people who are not familiar with CRM systems.
Pricing
They have 4 paid plans, where each of them allows a 14-day free trial- The Essential plan starts at $9.90/month, The Advanced plan starts at $19.90/month, The Professional plan starts at $39.90/month, The Enterprise plan starts at $59.90/ month. Most of their recommended professional and enterprise prices are the same, but the number of limitations will vary between plans.
Besides, their 14 days free trial includes the LeadBooster, add-ons, and Smart Docs by which you can generate more leads, run Campaigns, and close deals faster.
5. ClickFunnels
Among all the popular sales funnel platforms online, ClickFunnels is one of the most popular, allowing users to create beautiful pages that convert visitors into leads in real-time. Their various collection of plug n’ play templates helps users to create a sales funnel without tech, design, and coding experience. This tool is best for people and entrepreneurs who want to build a personal profile or business and make money online.
Main Features
Let’s see what ClickFunnels offers to build your website a compact one -
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Businesses can attract visitors from the internet, guide them through the buyer's journey and increase sales quicker.
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Provide site analytics and insights into subscribers, viewers, and page views.
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Easy-to-use drag-and-drop editor.
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Allow users to run A/B testing on funnels, email campaigns, and websites.
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Individuals, as well as marketing teams, can automate their marketing by creating strong workflows.
Pros
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It is effortless to design and set up your own sales funnel with ClickFunnels.
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Provide quality leads to grow business faster.
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Gives automation integration with other popular software tools.
Cons
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The email marketing integration is clunky to use in the available plans.
Pricing
Besides its monthly packages, ClickFunnels also offers annual packages. Both their monthly and annual packages have three paid plans- the Basic plan starts at $147 per month, the Pro plan starts at $197 per month, and the Funnel Hacker starts at $497 per month. You can start a 14-day free trial after choosing any of these plans.
6. Outreach.
Outreach is a sales execution platform helping businesses by leveraging AI and automation tools. It provides companies proficiency through go-to-market strategies and the highest revenue gain. It is the only automation platform that provides revenue intelligence and sales engagement functionalities in one place.
Main Features
Let’s see what Outreach offers to build your website a compact one -
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Its sales engagement capabilities assist sales teams in developing their progress through follow-up leads to create a qualified pipeline.
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Allow sales managers to get insights from the opportunity lifecycle. Then, they can focus on closing deals quicker by updating the sales pipeline.
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Sales reps can bring forth their best output with Outreach´s real-time guidance in every meeting. Rep coaching provides them visibility of any decisions, give them details of every deal, and allows them to spot risks and suggestions for best practices.
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Outreach provides quality pipeline health insights so that the sales team can focus on coverage gaps, track team productivity, and get revenue attainment updates on win deals.
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Sales reps can deliver predictable outputs with confidence by forecasting accurately.
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Its AI-powered virtual assistant joins every phone call and meeting. Records transcriptions so that sales teams can run productive meetings and managers can get a detailed output.
Pros
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Detailed analytics and insights allow users to know which of their campaigns worked the best.
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Lets users get their rep´s active prospects leveraging the salesforce fields.
Cons
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The UI design seems to make the learning curve difficult. If you are designing a website, use some web design principles and laws to make it easy to navigate for your users. A user-friendly designed website also helps to increase sales for a business.
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The support team takes more time to respond, according to reviews on G2 Crowd.
Pricing
Not Available on their Website. Users need to send pricing requests to know more about it.
7. Intuit Mailchimp
Intuit Mailchimp is a popular automation platform that helps sales persons to collect clients' data and insights inside one platform. Its sales automation platform allows users to start businesses, get online, connect with clients, and run campaigns. Businesses like Shutterstock and Nikon India use Mailchimp to revamp their sales revenue.
Main Features
Let’s see what Intuit Mailchimp offers to build your website a compact one -
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Organize lists, send emails to the customer's inbox, launch email campaigns, and keep track of results with its marketing automation software.
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You can schedule marketing campaigns and maintain these with your calendar from this software.
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Reporting and Analytics features offer reports with metrics standers. Allows users to create, customize and share dashboards with the overview of the standards.
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Allows connection with 300+ apps and web services integration to do more sales tasks efficiently.
Pros
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No risk of massage delivery in your client's spam folder.
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Contact segmentation features allow users to group contacts for email blasts.
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Users can create standard emails faster with the drag-and-drop email builder.
Cons
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You can not directly merge various contact lists together for email campaigns.
Pricing
Along with a free plan, three additional paid plans are available in Intuit Mailchimp. The Essential plan starts at $13 per month, the Standard plan starts at $20 per month, and the Premium plan starts at $350 per month.
Among these paid plans, their Starter and the Essentials plan also provide access to a 1-month free trial. Besides, anyone with more than 150,000 contacts must contact the Intuit Mailchimp sales team for a custom plan.
You can automate collecting customer data from a Dorik website by connecting Intuit Mailchimp.
8. Nutshell
Nutshell provides a large number of features for small businesses to get more sales, create online forms, launch campaigns, manage sales performance, and win more deals.
Main Features
Let’s see what Nutshell offers to build your website a compact one -
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Its sales force automation tools allow sales reps to focus on working more with customers by helping to automate all the repetitive and administrative sales tasks, from Price list to account management.
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Assists users to keep track of teams' efforts and productivity, forecast accurately future sales, and identify each deal's and decision's insights.
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Social data insights help the sales team to integrate and collect contact data from social media platforms.
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Users can also use this CRM software from their tablet and mobile devices.
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Customization features help sales rep on creating custom fields and record data types to store and link organizational information properly.
Pros
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Notification reminders assist sales reps in tracking daily must-do tasks on follow-up emails, calls, and meetings.
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Customizable pipelines help users to keep track of each project’s progression.
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Filters are super helpful in creating custom views for leads that allow focusing on specific sections at a time.
Cons
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The advanced searching option does not provide exact results all the time.
Pricing
There are two paid plans in Nutshell; Nutshell ( Stars at $16/month) and Nutshell Pro (Stars at $42/month). Each of these plans’ pricing is indicated for 1 user only. The pricing will change if anyone wishes to get the same plan for multiple users. There is also a 14 days free trial available with no credit card requisition.
9. Process Streets
Process Streets is a no-code workflow automation tool that helps sales teams to manage their workflow more powerfully. It helps businesses to automate their daily work, like creating checklists for onboarding new hires, setting up upcoming customer interactions, keeping records for each meeting, managing the company handbook, etc.
Main Features
Let’s see what Process Streets offers to build your website a compact one -
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Users can create templates and run new checklists from these templates.
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Businesses can build, customize, automate, integrate, and share their business processes from this easy-to-use software and app.
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Allows sales reps and managers to share processes even with others outside of the organization. Provides workflow accessibility, routing, and data unification.
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Give access to users on process overview to see how it works together, helps to get analytics, provides real-time progress of each workflow, and allows them to manage the unstructured processes.
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Provide tools for implementing custom brand visuals. Its drag-and-drop elements application allows customizing interfaces and helps users to create page sequences, libraries, and forms.
Pros
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Allows users to create processes by adding images, text formats, headings, and inserting videos. This interface also conveys the feeling of writing processes on a blog post or a Word document.
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The easiest platform for any organization to run smoothly. Allows 300+ integrations with popular apps.
Cons
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A few numbers of the process can be visible from a process dashboard. Users need to click through to see the other workflows.
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Fewer security options are available.
Pricing:
There are feature-based pricing tiers: a Startup, a Pro, and an Enterprise plan. Each starts additionally for $100 per month, $415 per month, and $1660 per month.
10. Reply
Reply is an AI-powered sales engagement platform that allows users to automate the entire sales communication process. Users can do various works through multichannel by staying inside this platform and growing sales engagement faster. From finding LinkedIn messages and making calls to sending emails, Reply saves time and automates a company's sales process.
Main Features
Let’s see what Process Streets offers to build your website as a compact one -
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Allows users to browse their more than 140 million contacts-based databases to find leads, contacts, and prospects to develop their pipeline.
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Using the automated multichannel sequences, users can quickly engage with their leads.
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It helps users generate unique and more human-like email templates and customize them.
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Allows users to implement tasks, make sale calls, and sync data with CRM.
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Users can analyze their outreach results, A/B test their messages and develop overall team performance based on the given data.
Pros
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Help sales teams best for sending cold emails, using triggers and AI tools for email campaigns. Look for some best AI tools online to maintain your business more effectively.
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Assists users quickly integrating with other tools and apps to eliminate their workload.
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Provide mass features to businesses for inbound and outbound marketing automation.
Cons
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The Chrome Extension does not provide all the necessary contacts and works a bit slower than the platform.
Pricing
Reply has two different categories for their pricing packages: One is for ‘Sales Engagement,’ and the other is for ‘Email Search and Data.’
The ‘Email Search and Data’ package is Free with Zapier, Pipedrive, and Hubspot integration. Besides, Business and Agency packages are in the ‘Sales engagement,’ and both have two paid plans- the Starter plan and the Professional plan. Business Starter starts at $60/month per user, Business Professional at $90/month per user, Agency Starter at $60/month per email and billed quarterly, and Agency Professional at $60/month per email and billed quarterly.
If you are a small business or planning to start an agency business, Reply's pricing plans are all caught up for every type of business.
11. TeamWave
TeamWave is a straightforward and affordable work & contact management system. It is also a CRM software platform. You can manage your sales process, teams, projects, and clients quickly and get work done faster with TeamWave. This user-centric workflow-boosting tool is also best for project and sales management.
Main Features
Let’s see what TeamWave offers to build your website a compact one -
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Sales force automation provides contact & account management, Partner Relationship Management (PRM), Opportunity & Pipeline management, and Quota management features.
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Provides integration with popular and powerful apps.
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Custom filtering helps people to set criteria and search for which companies and contacts meet the target.
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Salespeople can pick up the right deals and tasks to focus on and make effective sales planning through the sales forecasting process.
Pros
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The most appreciated part of this tool is it offers project management and CRM tools in one place.
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No user restriction. Every employee from all teams can have access.
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Easy to import and export existing data from another software to TeamWave CRM.
Cons
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The mobile app is not stronger.
Pricing
TeamWave offers three pricing plans for small, growing, medium, and large teams. The Starter plan starts at $39 per month, the Pro plan starts at $66 per month, and the Business plan starts at $199 per month.
Things to Consider While Choosing the Best Sales Automation Tools
Here I have tried to tier up all the must-have things you should consider while searching for a suitable and best sales automation software for your business:
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Learning Curve: The software tool should be easy to navigate and user-friendly, even for people with less tech experience.
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Scalability: It should have the ability to scale with your business as your sales grow.
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Easy Integration: The software you prefer needs to allow seamless integration with your CRM and other business tools.
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Reporting & Analytics: The software tools should provide brief analytics and report on how a campaign worked, how many leads a campaign reached, and many more.
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Sales Forecasting: The tools should contain features that will help the sales team and managers to keep track of deals, meetings, and contact data.
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Lead Management: This should allow users to fuel their contact pipeline, nurture lead, do lead generation, and do lead scoring to turn leads into potential clients. You can also follow some best lead-generation practices to collect high-quality leads on your own.
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Automation Capabilities: Look for features that allow you to automate your repetitive tasks like - creating a sales funnel, email marketing automation, management automation, and workflow automation tools.
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Customer Support: Should have a valuable record of providing quality services to customers whenever they reach out for certain inquiries.
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Affordability: Businesses need automation to speed up their sales process faster. Thus, figuring out the best solution with reasonable pricing will help business to keep pace.
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Security: Consider a software service that provides user authentication and data encryption solutions.
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Training: The software tool should have a training feature allowing users for seamless usability. A training feature may include - blog posts, video tutorials, one-to-one meetings, or sessions.
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Customization: The software should allow a user to customize their forms and email templates for rich and powerful campaigns and assist them in creating sales processes and workflows that meet their business needs.
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Notification reminder and Follow up email: Your marketing and sales team should not miss out on any meetings or deals. Consider tools that provide reminders for scheduled follow-up emails to make deals faster.
Get Started with Dorik to Automate Your Sales
So, the above are the best automation tools you can implement for automating your entire sales cycle.
Now, how could you get the best benefits from some of these strong sales automation tools with your website's automation on Dorik?
Dorik provides all the best sales automating software integration with your website within clicks. You can smoothly integrate your automation tools into your Dorik website to automate your everyday site actions. From newsletter subscriptions, form fill-up, and clicks on certain links or buttons to getting all these data in one platform where you wish them to store.
If you are hunting for some best newsletter sites to grab the latest marketing trends & tools, etc. Dorik newsletter site is also over there with its up-to-date trendy newsletters.
How does Sales Automation Software Increases Sales?
Increasing sales rate depends on each task connected with a company's sales department. The more swiftly you can make your sales process with proper guidance, the faster your sales and revenue rates increase.
Automation tools make reporting more accurate, increase leads, streamline the sales process, boost productivity, and save time.
What are Some Sales Automation Best Practices for Increasing Growth?
Having the right automation software or tools will not give you the guarantee to revamp revenue gaining. So, here you need to know the sales as well as marketing automation best practices for using these tools that will maximize the growth of your business.
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Know your target audiences: Know for whom you are going to automate your sales process. Once you know whom your business will serve, you can create more personalized content, forms, and email templates and run effective email campaigns.
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Find the right software tool: Not every software discussed above or available in the market will best suit your business purpose. Find the best software tools that serve your needs.
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Train your Sales Team and Customize the automation: Provide training to the team if it is necessary. Then, once you got the right automation and know your job, you can flawlessly customize, organize and manage your automation to bring out its best output.
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Segment contacts and run campaigns: You might have the right email templates with the best sales strategy. You know who your audience is but do not have the right leads. Here, sending emails and offers will end up being a waste of time.
Segment each lead, fuel up lead nurturing, and run successful campaigns. Use
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Use sales forecasting: Set the target of your sales team, use data analytics of how deals are getting managed, and make decisions at the right time using historical information. You can also look for some marketing automation best practices if you are willing to use marketing automation tools for your business.
Now, Its Time to Automate Your Sales Workflows
Automating sales workflows with automation software tools has always been beneficial for a business to speed up its revenue gain. Moreover, you should also keep knowledge about the tools you are using, providing you with a faster and high Return On Investment (ROI). You can also look for some best no-code web builders to create a website for better ROI.
Automation helps a business with enormous benefits. But, for quality assurance of the tool, human testing is also very important. Manual testing verifies whether the tool you use meets your business expectations. Thus, it would be easier for you to run your business smoothly.
Besides, as aumations are luck changer for a business, the final wrap is that it is better to keep an open eye on your business workflows to make the best out of an automation tool. You should also make sure your staffs are competent in how to use sales automation tools before adopting the best sales automation tools as assistance.
