Increase Efficiency with Automation in Sales

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sales automation software uses pre-configured processes or artificial intelligence to automate tasks such as streamlining lead and deal management email marketing and task management workflows in this video we'll look at the best sales automation tools available on the market so let's get started number one go high level high level is an all-in-one sales and marketing automation platform that can help businesses streamline their sales processes by automating many tasks directly from the platform automation is one of go high level's core features the platform uses something called workflows to incorporate automation into sales campaigns and you can use these to create single Channel or multi-channel campaigns with go high level businesses can create workflows to automate lead nurturing and communication appointment scheduling CRM marketing Automation and much more one of the standout features of go high level is its ability to automate lead nurturing via email voicemail SMS Facebook messenger and more though high levels pipelines automatically move leads through different stages giving you a clear overview of your sales process Additionally the platform automates calendar management updating bookings class checking and sending appointment reminders via email or SMS GO high levels chatbot feature helps you capture leads and automate appointment booking across various communication channels the platform's AI can identify positive or negative tones and specific keywords to guide the conversation and generate appropriate responses the platform offers Force calls and voicemail drops to help you connect with leads more effectively Force calls connect an agent to a lead immediately after they submit their information while voicemail drops send previous recorded messages without ringing the recipient's phone with direct Integrations for Facebook Messenger Instagram and Tick Tock though high level enables you to automate conversations captured lead data and nurture leads through social media channels what's more though high level can not only be white labeled but sold under your agency's own brand for a monthly subscription fee so that they can run your own software business in short with go high levels powerful CRM system and appointment scheduling capabilities you can manage all of your customer interactions in one central location making it easy to track leads manage sales pipelines and close deals quickly and efficiently if this sounds appealing below this video is a link to the go high level extended trial number two sales flare sales failure is an intelligent sales CRM that helps salespeople manage their data more efficiently allowing them to focus on their customers with just a few clicks salesflare gathers contact and company information from email signatures social profiles and other sources automatically filling in your address book and logging your meetings and phone calls this saves time that would otherwise be spent on reporting actions and organizing files exchanged with customers salesflare offers a smart overview of all opportunities notifies you when customers engage with you digitally and generates an automatic to-do list of which opportunities require action on a given day salesflare integrates easily with your mailbox and hundreds of other apps including MailChimp slack and Trello providing valuable customer information at your fingertips sales filler is easy to set up and also provides an API for those who want to build on it overall salesflare promises less work and more sales helping salespeople boost their productivity salesflare offers 30-day free trial where no credit card is needed number three sales pipe sales pipe is an all-in-one white label software that combines a user-friendly CRM with built-in automation solutions for lead management sales and marketing organized communication and service pipelines it offers a variety of features such as appointments forms and surveys phone system email and video email two-way texting ringless voicemail and power dialer to help businesses capture and convert leads into clients sales pipe allows businesses to connect all their lead sources directly to the platform enabling them to manage their pipelines from one central place regardless of the source it offers pre-built customizable campaigns to engage with prospects and its communication inbox helps manage conversations using one inbox for email video email text conversations and voicemails sales pipe offers click and drag pipelines with an intuitive design and custom pipelines to easily visualize the entire sales pipeline at a glance in addition sales pipe offers an online appointment booking system calendar sync and appointment automation to manage appointments more efficiently one of its most popular features is its geofarming tool which empowers businesses to reach out to their dream customers by highlighting specific regions neighborhoods streets or even specific homes on a Google map it provides data points such as name email phone and mortgage information to help businesses reach the right person with the right message sales swipe helps businesses eliminate the need for multiple software applications allowing them to cancel subscriptions for multiple Tech tools they may already be paying for sales pipe offers a free 14-day trial to test its features and pricing plans start at 79 a month number four lead fuse lead fuse in a cloud-based lead management solution the harnesses the power of artificial intelligence technology to streamline marketing operations and generate high quality leads with access to over 500 million people and 10 million companies globally lead views simplifies the lead generation process by aggregating matching and verifying information in real time as a leader in data intelligence lead fuse offers best-in-class contact data for a wide range of purposes including targeting leads with specific markets passive recruiting for job candidates and building custom audiences for ad targeting with the ability to integrate seamlessly with your existing tools lead fuse acts as a search engine for leads providing comprehensive insights into people and companies lead fuses proprietary system fusebot is an AI assistant that automates the mundane aspects of list building allowing you to focus on more important tasks fusebot ensures that your lists are deduplicated verified and free from existing customers or competitors all while automatically building new lists that match your criteria fusebot also integrates with popular CRM and ATS platforms as well as Outreach tools and social automation systems to automatically trigger Outreach campaigns by leveraging Ai and automation lead fuse eliminates the need for manual list building and data entry allowing you to focus on what matters most growing your business number five plenty plenty is a sales engagement platform that helps your sales team book more meetings by executing a relevant strategy for every stage of buying intent plenty helps your sales team detect intense signals segment prospects based on intent and perform the right activities for every Prospect with plenty you can move prospects between cadences based on the intent signals they send for instance a high intent Prospect would automatically slide into a personalized Cadence while automated touches build intent and Prospects who don't heavily engage you can dynamically customize the content of every email in real time based on time day Persona and other Prospect data using clinty's liquid templates the platform lets you add personalized images and videos to your emails make them fun and more memorable and drive higher engagement rates betting your sales targets solely on emails is risky Clancy makes you a true multi-channel champion by letting you add calls LinkedIn tasks and text messages to your sales cadences execute batches of calls together with clinty's powerful sales dialer build trust by accessing local numbers and syncing call reports back into your CRM put your LinkedIn tasks in a state of flow with clinty's LinkedIn plugin accelerate sending connect requests in mails messages and profile views in one click sync LinkedIn conversations into your CRM so you have the history of Communications in one place find all Prospect communication across all these channels collated in one place under plenty's multi-channel inbox plenty also integrates deeply with your favorite crms be it Salesforce hypedrive Zoho or HubSpot this means you can Auto import contacts sync email data calls and Linkedin reports and seamlessly move prospects through pipeline stages using automation triggers plenty also recognizes how important deliverability is and provides a bunch of features to boost your deliverability rates send emails from your own server track engagement with custom links throttle email volume and send out emails at random intervals for human-like sending Clancy also provides email validation and email warm-up to boost your sender reputation plus plenty offers 14 day free trial where no credit card is required number six reply reply automates your sales engagement efforts allowing you to build personal relationships with the prospects at scale from finding emails on LinkedIn to booking calls right through the platform reply allows you to automate the whole process saving up to 40 of your SDR team's time using The Cutting Edge AI algorithm reply helps sdrs and sales reps generate unique email templates optimize the messaging for better results and pinpoint the hottest leads in the inbox automatically paired with the tools to build improve and maintain a positive sender reputation and high email deliverability it offers a reliable platform to build and grow your business you can use reply's in-depth reporting dashboards to stay on top of your team's activities and sequence performances you can also easily connect reply to your sales stack via native Integrations zapier or its Rich API with over 40 methods trusted by over 2500 companies worldwide reply has been recognized as one of the top 50 tools for sales in 2022 ing to G2 number seven Zoom info sales OS one can scrape data from the internet and claim to have the most context but it doesn't matter if it isn't actionable Zoom info sales OS is the modern go to market platform for B2B companies with the biggest most accurate and most frequently refreshed database of insights intelligence and purchasing intent data about companies and contacts no one invests as much time and effort into cleaning and validating data at Zoom info it's data team alone with over 300 human researchers is larger than many of the businesses selling alternative Solutions the solution is designed to help teams identify and prioritize Prospect companies that signal intent via various channels intense insights are provided for online research activities organizational changes funding announcements company mergers technology adoptions and more teams can set up automated alerts for specified organizations and New Opportunities the website's tool captures and reveals website and landing page visitors additionally zoominfo's workflows feature allows teams to set rule-based triggers in order to save time this feature ensures that customer activities are instantly followed by automated tasks within Zoom info and any applicable Integrated Systems they layer additional tools on top of that intelligence such as conversation intelligence sales engagement and data orchestration by integrating all of these tools with the other Key Systems you use your go-to Market teams will be more prepared and well equipped to close more deals and hit their number number eight keep formally Infusionsoft is a cloud-based sales and marketing automation platform that offers CRM marketing Automation and e-commerce functionalities in one Suite while keeps marketing automations entice New Leads nurture existing leads and build long-term loyalty with your customers keep sales automations focused on closing pending and existing deals keeps drag and drop sales pipeline helps you move leads faster close more sales and know the status of every deal in one place with keep you get a big picture view of your entire process and easily manage New Leads as they move through the funnel create multiple customizable pipelines that sync with keep CRM to automatically turn leads into deals the platform lets you create automations right in the pipeline trigger actions based on Pipeline stages set up easy automations or assign specific tasks to team members with keeps analytics you'll gain greater visibility into the performance of your sales pipeline see a variety of reports including deal conversions by stage average deal duration and time in a stage as well as deal Revenue forecasting keep provides similar automation tools to other software products on this list however its most distinctive automation features are its payment processing and invoicing tools through Integrations with stripe PayPal and repay you can automate recurring invoices and reminders throughout the CRM system and with keep your number alone its expert coaching team will provide you with Solutions and strategies that will allow you to grow sales and save time with confidence number nine I drive pipedrive is a CRM and sales pipeline management tool for small and medium-sized sales teams it's built Hand in Hand by hardcore salespeople and ex-skippers pipedrive has received multiple user Choice Awards in the last two years for being a valuable resource for CRM software end users for a majority of users this software is more of a dream come true because of its Sleek straightforward and easy to retrieve functionality most of pipedrive sales automation tools come from its AI powered sales assistant smart AI the smart AI either performs or informs users automatically on items that need action including sending personalized emails creating a new deal when a contact is added and transferring ownership of a task when a deal is moved to another stage apart from the smart AI sales assistant hypedrive offers various sales automation tools with pipedrive you can automatically send a personalized email whenever a deal is created or reaches a certain stage so all deals Move Along on time you can choose any combination of in-app email and mobile notifications for activity reminders the software lets you automatically acquire publicly available customer information and pre-qualify leads including LinkedIn and Twitter pages and with workflow automation you can eliminate repetitive tasks by automating workflows for manual activities such as sending follow-up emails to contacts or transferring task ownership when a deal reaches a certain stage number 10 HubSpot sales hub HubSpot sales Hub is a powerful sales CRM it includes best-in-class sales analytics sales engagement and configure price quote tools the tool is built for any sales team whether you have two or 500 reps this sales CRM grows and scales with you especially since there are four editions of the software with a variety of capabilities sales Hub is unique because it combats the issue of friction which is a natural result of growth HubSpot will resolve this problem by automating the sales process so reps are able to spend time elsewhere and giving you complete visibility into your sales team success with analytics which also helps you offer a consistent customer experience the platform lets you also streamline and personalize Outreach by keeping your customers at the center of everything you do and close more deals faster with cpq support HubSpot conversation intelligence automatically captures call details then unlocks coaching opportunities with AI powered insights with HubSpot call tracking you can prioritize your day's sales calls record and automatically log calls in your CRM for maximum efficiency the sales Hub lets you also set up a series of automated personalized emails and follow-up tasks to make sure you stay top of Mind throughout the sales process [Music] number 11 vendasta from agency to Enterprise vendasta is the only end-to-end management software for selling digital solutions to local businesses vendasta's sales Solutions powered with marketing automation opportunity management sales collaboration contact management scheduling and many CRM Integrations helps you sell faster and more efficiently while optimizing your sales process with vendasa's AI powered sales CRM powered by snapshot report and marketing automations you'll know what your local business prospects need before they do and contact them with personalized messaging with vendasta you get a report card of your prospect's performance across a variety of channels including social media website advertising SEO and reviews this award-winning tool enables your sales people to concentrate on gaps in their prospects marketing and tailor the conversation to how they can fill in those gaps with your Solutions with the sales intelligence your sales people can build trust as local marketing experts in the vendasta platform prospects are measured and prioritized based on campaign activity email opens click-throughs email sent content type and dates with the prospect management dashboard salespeople are able to see what leads need action immediately and which need nurturing so if you want to consolidate your Tech stack acquire new clients and build and fulfill project all within a single platform and look no further than vendasta vendasta offers our audience a special discount offer so make sure you check out the link below bonus better proposals better proposals is the best sales automation software for online proposal creation it helps businesses and Freelancers create stunning business proposals streamline their sales process and close more deals you can create proposals quotes brochures clients sign-offs contracts agreements info sheets and statements of work with ease you can choose one of 200 plus free ready-made templates and send your documents in minutes moreover you can also track your proposals and get real-time updates as your clients Read Sign and pay since its documents are web-based you can use the digital signature option as well as payment Integrations that allow your clients to pay through the proposal itself so these are the best sales automation platforms available on the market we hope this list will help you choose the right software for your business if you're undecided about which tool to choose in the video description you'll find free trials and latest discounts to all of these platforms so I highly recommend checking them out and doing your own research to see which platform suits your needs best thanks for watching and see you in the next video