Not everyone is a natural salesperson. As such, it is important to have tools on hand to help you automate various sales processes. This will help make things easier for you, as well as cut down repetitive tasks. In this article, we will go over five sales automation tools that will change the way your business operates.
First off: what is sales automation?
Automating sales is basically letting software do some or all your sales work for you. This can be anything from identifying leads to running entire marketing campaigns. Routine tasks that do not need a human touch can use some automation. You can set such tasks on full auto and get on with the more important aspects of your business.
Why will businesses need automation?
Sales automation is putting repetitive sales tasks on automation. This will involve the delegation of such tasks to a software tool. There are several benefits to this, namely:
- You get to save time.
Making others do some of your work for you lets you save some precious time. The same is true when it comes to automation. For instance, having a tool build you an email list quickly lets you spend less time researching your leads. This eliminates that particular piece of work and lets you do a different parallel task. This leads us to another benefit of automation:
- It increases your productivity.
With automation tools doing some of your work for you, you get to do more tasks and hit more goals in a short amount of time. This also leaves you time for rest, or to start a new project. Either way, all that time saved by automation can help you become more productive.
- It saves you money.
Automation tools save your business money simply by helping you use your existing staff efficiently instead of hiring new employees. It improves the overall efficiency of your business when done right, helping you save money in the long run.
- You can put more focus on actually running your business
When you automate all the repetitive tasks, you can focus on growing your business. You do not need to dabble in mundane work. You can put more effort into interpreting data to improve your business strategy or focus on formulating long-term plans.
10 tools that can effectively automate your sales process in 2021
Integrating automation into your business does not mean creating a system from scratch. There is plenty of great sales automation software out there, and without much ado, here are our top 10 picks:
Autoklose is a sales automation CRM that eliminates the old face-to-face way of making revenue. This makes more sense in a world where remote work and social distancing are the norms. It helps salespeople focus more on communicating and building relationships with their prospects. Furthermore, a suite of tools that automate email marketing helps them close deals. It also has features for lead management, team management, and A/B testing.
Mailchimp is a newsletter tool yet it offers more than just automatically creating and sending out newsletters. It is also an email marketing service with an array of tools that make it an effective marketing automation platform. It puts some emphasis on contact management, attractive campaigns, and thorough analytics. It also has an impressive list of features, like landing pages and lead capture tools.
Campaign Monitor helps you track the progress of your email marketing campaigns. It has tools that assist you in the entire process, from writing down your emails to making sure that they get to your prospect’s inbox. This tool essentially automates your email marketing campaign. It also gives you much-needed insights and analytics that let you steer your sales strategy to the right direction.
One notable feature of this complete email platform is its Sales Cloud Email service. This service allows you to segment your audience, so you can send out personalized emails tailored for each person. Plus, its reporting dashboard gives you deep insights into the performance of every email campaign. It is another tool that takes the task of email marketing off your hands, allowing you to give more attention to actually running your business.
The thing about Hubspot Sales is that you can use it for free, albeit in a very limited way. Premium is still the way to go with this tool, and its awesome automation features are worth every penny. Like every other tool in this list, it automates email marketing. It also provides real-time notifications on your email stats. Beyond that, this sales tool takes care of everything from lead generation to sales.
You can practically let Zoho Campaigns take care of everything that has to do with your email marketing campaign. It lets you create an effective campaign fast, and provides you with the tools to track its progress and provide you with detailed reports. It also lets you set up conditions for message triggers that let the tool automate the entire email process. Its autoresponder integrations let you remain hands-off when engaging with your audience.
Marketo is Adobe’s venture in the sales automation market. It offers features that let you easily learn more about your leads and figure out how to engage them better. It also lets you incorporate a personalized experience into your site, plus web activity tracking. These features let your site respond better to your visitors. Of course, it also seamlessly automates your process from generating leads to sales.
Now owned by Salesforce, Pardot is known for its smart marketing solutions. From lead management to email marketing, Pardot offers a wide range of features that will allow you to automate your entire sales process. It tracks visitor activity on your site to identify and generate leads. It also automates lead scoring, profiling, and segmentation. Additionally, it lets you create personalized email marketing campaigns, build high-converting landing pages and content, and track your performance. It also provides you access to in-depth analytics.
You can practically transform Zapier into a formidable sales and marketing automation tool through its software integrations. It is a cloud-based service that offers an automation app for every part of your business. It seamlessly integrates any web app, letting you can try out a variety of combinations that can automate your sales process. The best part is that you do not need any coding knowledge to get this done.
Rollworks is an account-based marketing platform. It lets you identify the best audience for your business and target them across multiple channels. It also provides you with split testing tools that will help you measure the impact of your campaigns on your revenue. Its campaign management tool lets you see to your marketing campaigns from start to finish. You can plan and execute all the steps in the process, including messaging, targeting, budgeting and analytics.
Email Finder is a tool created by Hunter to help find email addresses in seconds. Just add the full name of the person you would like to contact and the website’s domain. You’ll get the result in seconds. This tool also comes with a Chrome extension that can find the email addresses of a website with a single click.
Bonus: Top 5 lead generation tools
Most of the tools listed above come with lead generation features. If you are looking for tools that are more specialized for the task, it might not hurt to check out the following:
The main feature of LeadGibbon is its huge B2B Lead Database. This works with the tool’s Chrome extension to help you find your lead’s email address. Through the filters in the Lead Database, you get to identify your ideal buyer, find the right contacts, and export a list that you can upload to your CRM of choice.
If you are prospecting for leads on LinkedIn, this tool can help you out. Through a lightweight Chrome extension, ContactOut finds the email address and other contact information of your leads right on their LinkedIn profiles. It also comes with a dashboard where you can store and organize your leads and download your list.
Nothing can be more relevant to this list than Prospect.io, a comprehensive sales prospecting tool and a sales automation platform. It has tools that speed up the list-building process as well as features that will help you refine your list data. It also lets you set up a multichannel campaign that automates emails, phone calls, and social media engagement.
Zoominfo’s search engine has profiles of over 70 million decision-makers in companies from around the world. The software’s database is maintained by an AI that constantly updates all of its contact information. It updates the list in your possession in real-time and alerts you when it does.
This tool practically puts names to otherwise anonymous visitors to your site. It identifies traffic coming in from other companies, reveals remote workers, and helps you understand the behavior of your visitors. This essentially provides you with a great method to find potential B2B clients.
Why is it time to automate your sales process?
Sales in the modern age rely heavily on digital marketing and data. Running a digital marketing campaign and processing the data that flows into your business will require a number of small, repetitive tasks that can take a lot of your time. Sales automation tools will take some of the pressure off in a number of areas, and allows for more time to focus on the essential tasks.