6 of the Best Sales Automation Tools

There are hundreds of types of apps, software and hardware, each fighting for the crown of best tool for sales automation. Sifting through the candidates to pick the perfect tech stack is tiring.

To make things a little easier, we’ve rounded up our top 6 sales automation tools. These tools can be used alone or integrated with Clarity Software. Each one performs a function that makes your sales reps’ jobs easier – removing the need for draining manual tasks in some way.

1. Calendly

Calendly lets your prospects schedule themselves in for meetings with you and your team. The bookings can be synced up with your favourite Calendar app to make sure you’re aware of new meetings.

The Calendly booking process can also be customised to include a questionnaire that gathers crucial information, ready for any quoting or sales call.

As well as gathering relevant information to make the quoting call quicker and easier, the questionnaire functionality makes Calendly great for qualifying inbound leads.

For example, on your website, you could have a call to action to book a quote through your Calendly booking page, which can be embedded in your site. Then it’s up to the marketing team to drive sign-ups.

Any prospects, driven through your calendar’s booking process will answer your questionnaire in order to contact you further.

You can then check the answers and decide if they’re qualified to work with you. If they’re not, you can let them know you’re not a match and you’ve saved yourself a wasted call. If they are, great…pick up the phone and start dialling.

2. Boomerang for Gmail/Outlook

Boomerang is a classic but powerful tool for sales teams. It lets you write an email now and schedule it to send later. It can also send you reminders to follow up if nobody replies. That way, no potential customers will slip through the net.

You could also use Boomerang to warm up qualified leads for any meetings or calls you have.

3. Zapier

Create rules that automatically execute activities if a specific condition is present, also known as ‘Zaps’. The only limiting factor for Zapier is your creativity. There are limitless opportunities to automate the sales process and make your life easier. For example, you could automate sending new leads a personal message, or notifying the team when a new lead comes in.

4. HubSpot

Integrate sales playbooks – documents containing closing strategies and other tips and tricks – with your CRM to make sure that anyone who picks up the phone is armed and ready with the materials they need to close a deal. HubSpot allows you to save documents for your team in a really accessible way. This prevents all the annoying search for content on the sales call. This leads to better sales enablement – in other words makes it as easy as possible for you or your reps to close a deal.

5. Autopilot for SMS

These days, our personal emails, social media and letterboxes get clogged up with all sorts of marketing material. With an average open rate of 80%, communicating through SMS is a great way to cut through the noise. And with Autopilot you can automate text message sequences to go out depending on certain conditions, just like Zapier.

Sales reps can use Autopilot to send meeting reminders to prospects, which are more likely to be noticed. This ultimately helps you increase call attendance and help avoid missed opportunities.

6. Clarity Go

Of course we couldn’t finish without mentioning Clarity Go. First of all, Clarity Go can integrate with all the above programmes to give your sales reps a less tedious workflow. No moving back and forth through programmes.

It also allows you to flag overdue sales calls and set reminders for follow ups; filter your prospects by their likelihood to close or by filter them by whether they’ve been quoted but not closed. This means your sales reps will a) have less manual work to do, but also b) easily schedule their work based on tasks priority.

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