Sales automation software helps sales managers easily schedule, send and track emails, phone calls and social media messages in your typical weekly or monthly sales cycle. Using apps like these can help any sales manager to create a reliable schedule to quickly extend your brand’s reach.
Sales automation software makes it quick and easy to create, send and manage sales emails, appointments, and other sales activities on your terms.
ZoomInfo powered by Discover.org
ZoomInfo makes the bold claim they’re backed by the world’s most comprehensive B2B database, ‘with access to more direct dials and email addresses than any other market intelligence provider.’ Customers praise them for the amount of information available for prospective clients, including the ability to easily find LinkedIn profiles.
However, be aware the ZoomInfo isn’t cheap, and tasks such as exporting results will cost you extra. Still, the ability to find direct dial numbers for your prospects is a massive advantage and can save you significant time if cold calling is a part of your sales process.
Winmo
What, yet another tool for finding contact information? Yes but, before you skip to the next tool, Winmo has some impressive features that make it worth a look.
For a start, if you’ve grown tired of outdated information from other providers, you’ll be glad to know Winmo verify their details every 60 days. They do this using actual human beings (not bots) to make sure everything is up-to-date.
However, their real claim-to-fame is their sales prediction tool, WinmoEdge. According to the site, WinmoEdge analyzes industry shifts and is proven to predict sales opportunities up to 18 months in advance, helping you contact the right prospects at the right time.
Calendly
Pricing: Plans range from $0 to $12 per month
Automation capabilities: Automates the appointment scheduling process and synchronizes with calendars
Calendly is a low-cost, easy-to-use sales management tool that allows businesses to schedule appointments and meetings easily without the constant back and forth deliberation via email. The scheduling portal is self-explanatory for recipients, and detailed preferences can be set according to the user’s appointment times and setting preferences.
Key Features
- Synchronizes appointment schedule with connected calendars automatically
- Allows users to preset availability rules for scheduling appointments
- Users determine which appointment channels to utilize, such as phone call, video conference, in-person appointment
- Scheduling portal can be accessed by the recipient easily via an email link or a button on a webpage
Calendly scheduling portal (Source: Arrivy.com)
HubSpot Sales Hub
Pricing: Plans range from $0 to $1,200 per month
Automation capabilities: Automates notifications to reps with pipeline changes, task creations, and email follow-ups with prospects
HubSpot Sales assists teams in automating certain tasks in the sales pipeline such as assigning leads to reps, task generation, and email follow-ups with prospects. The email automation tools can even be accessed through HubSpot’s free plan, along with other useful CRM features.
HubSpot Sales Automated Email setup (Source: HubSpot)
Key Features
- Automated email follow-ups can be configured for prospects
- Tasks can be generated automatically for sales reps based on workflow changes
- Leads can be assigned automatically based on contact triggers
Prospect.io
Free Plan: No
Pricing: Starts at $106 per month
Best for: Personalized emailing
Prospect.io is an all-in-one automation platform designed specifically for sales teams. The tool allows you to tailor your emails for each recipient while keeping your prospects happy with personalization variables.
Either add prospects manually or automate the enrollment process. If you choose automation, your prospects will be counted whenever they trigger specific events in your account and meet set filter criteria.
With Prospect.io, you can craft, schedule, and monitor drip email campaigns for lead nurturing and closing sales.
You can schedule your email to be sent at specific times and set up triggers to stop campaigns if your prospects reply, take action, or convert.
To gain insight into campaign effectiveness, you can access the reports and analytics on open email rate, clicks, replies, conversions, bounces, and more.
That said, crafting engaging content is also crucial to running your campaign and gaining traction.
Since content is vital for sales teams, consider outsourcing the content creation task to an SEO agency that will create SEO-optimized and high-quality content.
Zapier
Free plan: Yes
Pricing: Starts at $19.99 per month
Best for: Web app integration
Zapier allows you to integrate with web apps like no other platform to ensure seamless workflow. You can integrate your web apps with a few clicks and share data with your sales team in minutes.
You can start workflows from any app. Zapier integrates with apps including Facebook Lead Ads, Slack, Quickbooks, Google Sheets, and Google Docs.
The tool allows information to pass between your apps with workflows called Zaps. And you don’t need to know coding to build processes.
Mailchimp
Free plan: Yes
Pricing: Starts at $9.99 per month
Best for: Email marketing automation
Mailchimp is popular automation software that collects your audience data, marketing channels, and insights in one place so you can reach your goals faster.
From offering custom domains to help you create a website with built-in marketing tools and marketing your business to the right people, Mailchimp can do it all.
The tool’s features allow you to create emails, social ads, landing pages, postcards, and more and send them to the right recipients.
You will also find audience management tools to create automated messages and stellar content.
Pipedrive
Free plan: Yes
Pricing: Starts at $21.46 per month
Best for: Closing deals
A web-based Sales CRM and pipeline management solution, Pipedrive will allow you to plan your sales activities and monitor deals. The platform boasts of users closing an average of 28% more deals after using the tool for a year.
Pipedrive has been designed to streamline all your tasks of converting prospects into a successful sale using activity-based selling methodology.
You can manage leads and deals, track communications, eliminate repetitive administration tasks, learn from AI, and so on.
Additionally, get insights and reports, access the platform from your mobile device, and integrate with third-party sales apps.
Conclusion
A sales CRM is used by sales professionals to help manage and track leads, opportunities, and their follow-up. Sales automation systems provide a higher level of automation and collaboration because it allows for real-time updates. Today’s top CRM’s have developed sophisticated email marketing tools that allow you to send emails based on triggers such as lead growth, changes in lead status, or inside sales contacts that send emails.