Sales-automation tools can take standardized processes and comprehensively generate reports and aid analysis on a single platform. A good tool should automate all routine tasks, integrate communication to include options to contact customers, scale easily and have a rich feature set for intelligent reporting and analysis. They can also help the business understand their own workflow and allow for optimization.
Here are 5 tools that can be combined for an automation--friendly sales stack:
This marketing automation system is the winner of the Best Sales Software Award of Q1 ‘18. HubSpot offers this pipeline management system with an intuitive and easy-to-use user interface that comes with options for personalization. Their follow-up feature allows businesses to track customer activities using periodic notifications and a scoring method to identify the top leads. HubSpot Sales also seamlessly integrates with all sales and business-suite products in the market making it a winner for businesses looking for flexibility with their automation tools.
Pipedrive’s most attractive features are driven by its organized, pipeline approach to sales and marketing. Sales activities are tracked using a timeline and can be easily scheduled using their Activity Scheduler feature. The user interface is designed to be clean and organized, keeping in tune with their entire design model, and has one-click features to add a new deal and populate relevant data. They also include live dashboard tracking which businesses can use to keep track of the specifics of every deal. The mobile app allows for on-the-go tracking and notifications and comes with a full feature set for taking notes during meetings and calls.
Salesforce’s B2B automation software has a winning formula that includes options to personalize marketing strategies by taking advantage of their intelligent and targeted campaign modules. Pardot’s analytics offers insights into ROI and sales revenue figures, equipping businesses with all the right information to make informed decisions. This is also used to identify, score and engage with top leads and eliminate possibilities of engaging with inactive contacts or customers.
xSellco’s Repricer tool combines intelligent pricing rules with customized competitive strategies and lets businesses modify prices in real time. Repricer offers advantages over competitors by offering businesses intelligent insights into the competitors’ metrics, follow their sales 24/7 and dynamically reprice to keep a steady profit margin. It has been consistently recognized for its easy-to-use, intelligent software features that run using Amazon Web Services and achieve real-time repricing.
This automation software offers complete sales-cycle management and guides the user through the entire sales process by leveraging top AI and UX features. Their logical information structuring model plays a key role in their reputation as a tool that is easy to use and understand. Other lucrative features include tools for collaboration, forecasts based on intelligent analytics and a smart orders-and-invoice management system. They also offer three flavors for deployment across all company sizes with flexible pricing and scaling plans.
An effective automation tool should help optimize routine sales operations with minimal human intervention. Intelligent data analysis and reporting modules can help businesses make informed decisions to thrive in a competitive market and drive profits in a consistent manner. Your toolkit just got a whole lot smarter.