August 3, 2021 Abeer Mohamed

Best Sales Automation Tools for Startups in 2021

What is a sales automation tool?

Reading Time: 3 minutes

We’ve compiled the Best Sales Automation Tools that helps your customer relationship manager makes sales forecast for your small business and Digital Marketing agencies. Choose the one which best suits your needs.

What are Sales Automation Tools?

Best Sales Automation Tools that streamlines your digital marketing activities and delivers targeted messages to your customers and prospects based on their behavior and preferences. It helps marketers acquire new customers, nurture existing relationships, and analyze campaign performance across channels.

Marketing automation software functions by tracking user actions on your website, app, digital product, email campaigns, and other events. Then, this behavioral data triggers targeted content via email, SMS, push notification, in-app messaging, social, web, and more.

Using customer behavioral data, Best Sales Automation Tools can help you create curated experiences—displaying a different landing page to a returning customer, delivering ads based on recent browsing history, or sending an email introducing products related to the customer’s interests, to name just a few.

Personalizing the customer experience can get complicated with so many customer interactions across channels and devices. But, with the right marketing automation software, you can track customer behavior and then deliver targeted customer experiences at scale while reducing the amount of time you spend on marketing processes.

Why Do You Need Sales Automation?

For organizations that need to sell something, Best Sales Automation Tools have become nearly as indispensable as calendars and phones. Based on experience, businesses would find it painfully difficult to keep competition at bay. Left to its own, a sales force will eventually become too bloated and unwieldy. This is especially the case if everyone on the team reverts to performing tedious tasks manually. There’s simply no escaping it. To thrive in the new economy, you need sales-enabling technologies that optimize your existing tools, talent, and teamwork.

How to Choose the Best Sales Automation Tools?

Marketing automation software is quickly becoming a priority for competitive companies.

But not all marketing automation software is created equally. Before you choose a tool, assess your software needs and the goals you want to accomplish.

For your marketing automation efforts to be successful, your data needs to be well-managed. Also Bad data can lead to misguided engagement efforts and frustrated customers.

A customer data platform like Segment will power your marketing automation software with clean, organized data.

Here’s our recommended list of Best Sales Automation Tools your team needs to close more deals in 2021.

5 Best Sales Automation Tools for Startups in 2021

1. Calendly

Calendly

Pricing: Plans range from $0 to $12 per month

Automation capabilities: Automates the appointment scheduling process and synchronizes with calendars

Calendly is a low-cost, easy-to-use sales management tool that allows businesses to schedule appointments and meetings easily without the constant back and forth deliberation via email.

Key Features

  • Synchronizes appointment schedule with connected calendars automatically
  • Allows users to preset availability rules for scheduling appointments
  • Also Users determine which appointment channels to utilize, such as phone call, video conference, in-person appointment
  • Scheduling portal can be accessed by the recipient easily via an email link or a button on a webpage

2.  HubSpot

HubSpot

Free plan: Yes

Pricing: Starts at $45 per month

Best for: Follow-ups and closing deals

Also HubSpot is one of the best automation platforms on this list.

The Marketing Hub software can help you grow traffic, convert more visitors, and manage inbound marketing campaigns.

3. Zapier

Zapier| Best Sales Automation Tools

Pricing: Plans start from $0 to $599 per month

Automation capabilities: Automates and synchronizes the creation of task workflows through integrations with third-party applications

Zapier  is anther Best Sales Automation Tools that automates workflows by creating tasks based on certain triggers.

Key Features

  • Can create workflow tasks from form submissions from one application to another
  • Syncs contact lead information automatically with spreadsheet software
  • Also Integration with more than 3,000 commonly used small business applications like Slack, Google Workspace, Trello, Mailchimp, and Facebook
  • Point-and-click interface makes it easy to create task workflow rules
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Abeer Mohamed

Lead Data Analyst at Imbassy. — I help businesses make better business decisions. 🎯