The Ultimate List of Sales Automation Tools
Have sales left you feeling overwhelmed and burnt out?
It used to seem so simple. Now there are hundreds of millions of potential clients, along with millions of competitors vying for their attention.
The world of sales is moving faster than anyone can keep track of, leaving only one thing for certain: If you’re using the same methods and tools you were using a few years ago, you’re going to be left behind.
If you’ve spent any time with us at Reply, you’ll know we’re big fans of automation. We’re constantly looking for ways to take care of all the boring or repetitive tasks in sales and marketing, so you can focus on what matters most.
New sales automation tools are released every day, which is another challenge. Some of those apps will make your life easier, while others will waste your time and money.
How are you meant to keep up with it all?
I hear you. That’s why we’ve come to the rescue and put together a list of some of our favorite sales automation tools, many of which we use at Reply on a daily basis.
Save yourself some time and learn from our experiences, with this list of 19 tools that will supercharge your sales process. You’ll be able to generate more leads, connect with them, and make more sales, all in less time.
We’re going to start our list with our own solution. In case you hadn’t realised, we’ve put together our own piece of sales automation software.
We’ve created it to deal with the challenges we’ve faced ourselves and tick all the boxes for your campaign: Lead generation, contact management, automated email drip campaigns, even an integrated VOIP system for direct calls.
We’ve also got a ton of integrations set up and ready to go, and we’re adding more all the time, so you can be sure it’ll fit in with your existing toolset and CRM.
Bottom line, it’s kinda awesome. It’s a complete package, and you can sign up for a free trial today. Take it for a whirl, let me know what you think.
Use it to automate your inbound/outbound marketing
Leadiro boasts an impressive number of complete and validated business contacts, from over 25 countries. They pride themselves on continuously refreshing and updating their database, and focus on reaching emerging markets.
So, if you haven’t had luck with other sources it may be worth checking them out. You can give it a go and select five contacts a month for free, or their packages range up to the enterprise level offering 100,000+ contacts a year.
Use it to find hard to reach leads in emerging markets
Elucify, currently in Beta, is a crowd sourced collection of email leads. There is a paid option coming, but at the moment the service is free to join, provided you’re willing to share your contacts.
The process is anonymous, and it allows Elucify to quickly build up their database of emails. Once you’ve signed up you can get access to over 200,000 company profiles and business contact emails at those companies, completely for free.
As its crowd sourced, it has the advantage of potentially holding contact information that isn’t easy to get hold of elsewhere.
Use this as a database of free leads, as long as you don’t mind sharing
Headreach offers contact information for over 400 million people on the web, along with the contextual information you need (such as current position, industry, location, social links, number of followers, other relevant websites, interests or topics) to prepare yourself and help your pitch stand out.
The software uses live sources with data updated daily. The trial offers you 10 free leads, with paid plans start at $19/mo. While they don’t charge if no email address is found, if there’s a potential address it’ll still use a credit (even if it’s a low chance the email’s valid), so be aware of that.
Use this to find relevant leads with contextual information
Leadsfinder uses our name2email service (see below) to find you leads quickly and easily. Just type in the company domain and Leadsfinder will let you know what emails are available.
It’s simple and free, which makes it a good first step when you’re searching for that email contact, before trying other more complicated, paid for services.
Milan vd Bovenkamp, Wildcard
Use it as a first step to finding leads at a specific company
Growlabs is the all-singing all-dancing option. It starts with lead generation but then follows through with automated engagement that allows you to get that lead converted into a customer at top speed. It’s like Skynet is here, but instead of world domination, it wants to help you convert leads.
One particularly impressive feature is its ability to analyze the email responses and sort them intelligently, following up with warm leads, filters out the cold ones, and passes the hot leads to you to deal with personally.
It also allows you to submit your existing sales content, customize emails from their library of templates, or work directly with the company to develop the perfect pitch. That way it doesn’t sound like a robot, but instead is authentic to your brand.
Clients are charged on a per-qualified-lead-generated basis, which means that this service is potentially a viable option even for smaller businesses as well as larger companies with bigger marketing budgets.
Use it automate lead generation and engagement
This is a tricky one. Rapportive enjoyed a great reputation as a long established app, showing you social media updates and other useful information for your contacts right in your Gmail inbox. But it’s looking like this great piece of software has had its day, and is now only a shadow of its former self.
At its peak Rapportive was the must have extension for sales, allowing you to instantly see things like a person’s job title, recent social updates, and accounts from around the web, as well as let you click a button to connect with them on the sites it supported.
However, since its acquisition by Linkedin, features have gradually either been changed or removed. At the time of writing, the old Rapportive is still available as an extension, but the Chrome store is full of people complaining that it isn’t loading.
Instead, Linkedin is pushing their version, Sales Navigator, which requires a subscription. Rapportive was a great tool, and hopefully the extension will be up and running again soon.
However, it looks more likely you’ll need to subscribe to Linkedin’s Sales Navigator or look for some alternatives. Fortunately, there are some out there…
Use it if it works again, or if you’re already subscribed to Linkedin’s service
Name2Email is a free Chrome extension from the lovely people at Reply (our middle name is generous).
By entering your prospect’s name and company into the recipient field in Gmail, Name2Email will automatically generate the most likely email address patterns.
You can then scan the results, with the correct one showing a picture of the contact. Click the email to select it and you’re all set. It’s quick, it’s simple, it’s free. It’s rated 4.2/5 in the Chrome store, with over 16,800 users.
Use it alongside Rapportive and Sidekick to get the best results.
Use it to find specific lead’s contact details within Gmail
This tool works similarly to Name2Email, taking user input and using it to generate potential email addresses, which you can then verify separately.
This doesn’t take place in your inbox, and they suggest using Rapportive, but any good verification tool should be able to help out in case you’re having problems with the Rapportive extension. It’s free, and where all else fails can be a good way to find that elusive email address.
Use this to find email addresses (when you don’t want a Gmail extension)
With Rapportive’s recent changes, there’s been a gap in the market for an effective email integration that shows you relevant information about your contacts within your email. Including location, contact, business, and even financial company details.
Clearbit Connect works as an add-in for either Gmail or Outlook, so you don’t have to leave your inbox, and it’s free! It also allows you to search for companies and people, so also doubles up as an effective tool for lead generation.
Alex MacCaw, founder of Clearbit Connect
Use it to find and research your leads
Hunter allows you to find email addresses in seconds for a specific company domain. A nice little touch is identifying the most common pattern for email addresses, so even if the email you’re looking for isn’t there, you can take an educated guess with a high chance of success.
You can sign up for free and get 100 requests a month, while those looking for more have a variety of options, ranging up to €319 a month for 50,000 requests. You can also use the service as a Chrome extension, which has a rating of 4.68/5 stars, with over 275,000 users.
Unfortunately, at present, the extension no longer works on Linkedin, although there are workarounds if you’re sufficiently determined.
Use it to find email addresses and patterns for your prospects
While Moonmail offers a complete email marketing software solution (free for up to 15,000 emails a month), they also offer free standalone email verification and list cleaning. Just tap in your list and Moonmail will go through and verify the details. Bonus points have been given for the simple interface. If you already have a list of potential email addresses, then Moonmail’s service can clean your recipients list for free using their artificial intelligence email list cleaning tool.
Use it to clean your existing list of email leads
Writing emails from scratch is a pain. It’s time-consuming, and at least half your time will be spent staring at a blank screen. It’s also untested and can lead to a depressingly low open/click-through rates. This is where Drip Scripts comes in, and it’s a life saver.
You start with a series of email sequences to choose from. Once you pick the one that fits your requirements, you get to customize it with your unique information. They then send you a zip file with the customized sequence, a pdf of the original sequence, plus a handy readme that talks you through each step.
It’s quick, it’s simple, and it’s free. Even better, all of the sequences have been successfully tested.
Use it to get your email sequence up to scratch quickly
The English language is pretty complex. Even if you can get to grips with nouns, verbs and adverbs, if you can ignore the ‘rules’ that aren’t really rules (don’t get me started on ‘i before e except after c’), then there’s still plenty that the grammar police will gladly pick you up on.
Trust me, I still have to look up split infinitives to understand what they’re about. That’s why Grammarly is an essential part of my toolset. Their free account is great and integrates with Word, Outlook and a whole other bunch of tools.
Even the best writers make mistakes, but if your potential clients pick one up in your email, then all the other sales automation tools won’t matter at all.
Use this to avoid mistakes and make the best impression with your emails.
After creating the perfect sales email to the perfect client, the last thing you want is it to end up being blocked. If you want to make sure your emails don’t set off alarm bells, you will want to try this nifty little tool from AnalyzerNetwork.
No registration is required, and it will tell you quickly whether any issues exist with your email. It works by giving you an email address to send your email too, then shows you a report within a minute.
It’s currently in Beta but for ease of use and speedy results it’s incredible, and well worth checking out.
Use this to make sure your email doesn’t end up in the junk folder
How do your emails come across? How do you want them to come across? If you’d like a second opinion you can use the Tone Analyzer, for everything from your tweets to your email.
It’s incredibly easy to use, with no signup required: copy and paste your email or write it in from scratch, and the Analyzer will check it for emotional cues, language styles, and even social tendencies.
Is that email you sent conveying anger or fear? Are you unintentionally coming across as more tentative than confident? You’ll quickly find out, at both an overall and sentence level.
Then you can adjust the tone of your content to change your lead’s perceptions, or improve its effectiveness. You can also use it to quickly get a grasp on your prospect’s return communication, and respond appropriately.
Use this to make sure your emails come across to your leads as intended
International sales mean international times. The Time Zone Converter makes it easy to quickly find out what time it is, either by place or time zone, all in real time as you type in a nice crisp interface.
Yes, Google has built-in time conversion, but if you’re looking for something outside of the Googleverse without a page of search results, Time Zone Converter will be just what you need.
Use this to make sure you’re contacting your prospects at the right time for them
Ahoy.AI (meeting scheduling)
Scheduling meetings is usually a case of half a dozen emails back and forth, trying to sort out a time everyone’s available.
At best it’s time-consuming, at worst people get frustrated and give up trying. If that’s a potential client getting frustrated, then that’s a dreadful first impression. Ahoy promises to change all that. Simply CC Ahoy in your email to the people you want to arrange a meeting with.
The app requests everyone’s availability and finds the best time, then lets everyone know. It syncs up with your calendar, so you know you won’t miss the meeting either.
I was particularly impressed with the natural language detection; for example, if you say in the email you want to meet for lunch, Ahoy will automatically check for availability around lunch time. Impressive stuff, even more impressive because it’s free with no signup required.
Use it to get that important meeting set up in just one email.
Attach (document sharing)
If you find yourself sharing documents with your prospects as part of the sales process, you’re probably sending them as simple attachments or using something like google docs. That works fine, but you could be missing out on a golden opportunity.
Attach lets you see how people are engaging with your documents in real time. Have they opened them yet? How long have they been reading it? Have they forwarded it to anyone?
It also has a number of other cool features, such as allowing you to update documents after you’ve sent them, and integrations with Gmail, Salesforce, and others. There’s a free version available for you to try out, with the fully featured version costing up to $30/mo.
Jackson Rodriguez, Amplo Creative, LLC.
Use this to see how prospects interact with your shared documents
UberConference boasts that it’s the ‘stress-free conference call’ solution. They give you an easy, pain-free way to schedule and run audio conferences with your prospects.
UberConference is free for unlimited calls with all the main features, with a Business version available for $10 a month that gives you your own local number. One nice feature is how the software can be set to call you or your guests to make sure everything goes to schedule.
It’s currently rated 8.6/10 on G2 Crowd, with some customers raising concerns on sound quality, but overall users have been highly satisfied.
International calls are limited to the paid plans, but if you’re looking for a free conference call solution in the USA this is worth a look.
Use this to organize conference calls with your prospects
There you go, 19 of the best sales automation tools on the market. Hopefully you’ve found it helpful.
If you’re still unsure where to go from here, my recommendation is to pick just one of these tools and give it a go. Most of these tools either have free versions or trials available, so you’ve nothing to lose. Pick up one that’s relevant to a specific challenge you’re facing right now.
Sign up and get familiar with all the features. If it adds something worthwhile to your workflow, great. If not, move on to the next one. That way you can make sure you’re using the technology for your benefit, rather than jumping from one tool to the next without getting the results.
If you’ve found this list helpful, please share it with your network. If you’ve got any suggestions for other tools that have revolutionized your sales automation, we’d love to hear about them.
Tell us your favorites in the comments below.
updates from the world of sales and marketing. Stay up to date.