The Best Sales Automation Tools to Streamline Your Sales Process (Recently

Updated!)“I GOT LUCKY BECAUSE I NEVER GAVE UP THE SEARCH. ARE YOU QUITTING TOO SOON? OR ARE YOU WILLING

TO PURSUE LUCK WITH A VENGEANCE?” ~ JILL KONRATH

Lead Generation Software

LeadFuze

Quickly gathers contact info, then automatically sends them personal emails and follow ups.

Top Scheduling Software Solutions

Calendly

Say goodbye to email tag for scheduling appointments, interviews, calls, demos and much more. Make it super easy for customers to connect with you.

Appointlet

Appointlet allows you to turn more prospects into customers by letting them connect with you straight from your landing pages, emails & sales funnels. Bookings are then seamlessly added to your Google or Office 365 calendar so you can focus on selling.

HouseCall Pro

The app is offered at a competitive low cost and supports professionals with all aspects of their daily workflow, including: job scheduling, customer database, invoicing and payment processing and technician dispatch.

Top CRM Software Solutions

Pipedrive

It visualizes one’s sales pipeline and helps to make sure important customer conversations and activities don’t get dropped.

Salesforce

We’re the innovative company behind the world’s #1 CRM platform that employees can access entirely over the Internet — there’s no infrastructure to buy, set up, or manage — you just log in and get to work.

Hubspot

Hubspot - Helps your business get found online, convert your website traffic into leads & customers, and optimize based on your results. You can then convert prospects to leads to customers with landing pages, lead nurturing/intelligence & marketing analytics.

Close.io

Close.io - Helps you to make more calls by reducing data entry. Emails sent & received are automatically tracked. Gives you an overview of all your sales activities.

Nutshell

This award-winning CRM solution makes it easy for outbound sales teams to do important things quickly, offering intuitive sales process and collaboration tools, powerful out-of-the-the-box reporting, email sync with Google Apps/Gmail and Office/Outlook, and much more in an affordable, user-friendly package.

Top Web Conferencing

Software

Uberconference

Never need a PIN. Never ask “who joined” or “who said that?

Zoom

Offers the best video, audio, and screen-sharing experience across Windows, Mac, iOS, Android, Blackberry, Zoom Rooms, and H.323/SIP room systems.

Top Auto Dialer Solutions

Dialpad

New Category of cloud communications. Dialpad builds software for better communications at work. The #1 pure cloud communications platform for G Suite and Office 365, it empowers today’s anywhere worker to talk, text, make video calls, and meet online with customers and colleagues on any device.

Five9

Empowers agents to provide a great multichannel service experience. Intelligent Routing gets inquiries to the right agent. Screen pops put customer information at their fingertips. And everything is automatically logged to your CRM. Compatible with all leading CRMs.

Top Document Tracking Software

Solutions

Attach.io

It’s like Dropbox + Google Analytics in one. Like Dropbox, you upload your documents and share them with a link. Like Google Analytics, Attach tells you everything that happens to your document after you’ve shared it.

Pandadoc

Unlimited electronic subscriptions in every subscription, plus a host of other powerful document features, such as a drag-and-drop document builder, out-of-the-box CRM integrations, and advanced document analytics.

Hellosign

Whether by the poolside, in a board meeting or at an altitude of 30,000 feet, it enables you to easily sign and send your documents from wherever you are. You can sign documents from your iPhone, iPad, our forthcoming Android app, or right in your Gmail account.

The Best Email Signature Software

Solutions

Sigstr

Enhances employee email to drive brand awareness. Features include real time updates, analytics, and centrally managed signatures.

Wisestamp

Turn every team member & employee email into a branded marketing channel, with centrally-managed signatures that will sell for you.

The Best Sales Metrics Software

Ambition

Weight your most important KPIs & auto-generate real-time “Ambition Scores” for users. Run custom TV Leaderboards and sales contests. Auto-generate user highlight feeds, advanced reporting & more.

SiSense

Makes it easy for users to prepare, analyze and visualize complex data. Provides an end-to-end solution for tackling growing data sets from multiple sources, that comes out-of-the-box with the ability to crunch terabytes of data and support thousands of users–all on a single commodity server.

A unique field sales management system, offering field visit reporting in 1 minute through mobile apps for all common smartphones with typically 95% sales team compliance. Provides Sales Managers with key information and sales metrics in real time. Feeding directly into existing CRM systems it increases compliance while adding sales management.

I-snapshot

Data Intelligence

Charlie App

Compiles one-pagers on the people you’re about to meet with, before you see them. An hour before every meeting in your calendar, Charlie makes sure you walk in with the intel you need to make a killer impression: breaking news on their company, the passions and hobbies you both had no clue you shared, their professional history, and much more.

Crystal Knows

Crystal gives you personality insights for everyone in your network, helping you understand differences, adapt style, and communicate with empathy.

InsideView

Discovers sales opportunities across both traditional editorial sources and social media, and have them presented directly within CRM for optimum impact. Leveraging the unique smart aggregation and insight analysis technology, continuously monitors the ever-growing personal, executive, and corporate information available across social networks, websites, and subscription-based sources to make sure your team never misses an opportunity to engage and win.