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7 Automation Tools for a Smarter Sales Process

“Technology is just a tool. In terms of getting the kids working together and motivating them, the teacher is the most important.” – Bill Gates

7 Automation Tools for Smarter Sales

At the end of the day, a smarter sales process goes a long way towards better sales. No piece of technology is going to turn your sales reps into great performers. That’s up to them. But arming them with the best possible sales intelligence allows their abilities and ambitions to shine through.

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Technology enables businesses to work smarter, streamline tasks like order processing, order tracking, customer management, and leverage more intelligence to help close sales faster and more effectively.

In fact, studies have found that 79 percent of top-performing companies have been using automation for more than two years. Furthermore, “54 percent of companies with marketing automation capture intelligence for the sales team, compared to only 25 percent without.”

Here are seven outstanding sales automated tools to help your team to operate more efficiently and conduct smarter sales:

1. HubSpot


2. Marketo

Marketo is known as “the #1 marketing automation solution for organizations of any size.” This software offers a variety of features including lead scoring, sales intelligence and website visitor tracking to fine-tune a campaign and ensure that your sales reps are focusing on the right prospects.

Marketing management allows your teams to coordinate their efforts seamlessly – and there’s even real-time personalization so you can strike while the iron is hot.


Configure price quote (CPQ) software is a relatively new concept but has helped many companies make serious headway in terms of customizing products/services and effectively delivering smarter sales proposals. DealHub is one of the leaders in CPQ and is a breakthrough for helping sales reps generate accurate quotes in minutes.

Not only does DealHub take the guesswork out of product/service configuration and sales proposals, but it also allows sales reps and customers to collaborate so that everyone wins.

4. SugarCRM

SugarCRM is a robust platform that offers everything from marketing automation and campaign management to proposal management and relationship intelligence. It’s essentially a one-stop shop for businesses looking to optimize the sales process as a whole.

Not only does it empower companies and reduce the number of manual tasks, but it also helps build stronger relationships with customers. Another great thing about this platform is that it’s open-source, which allows for a supreme level of customization and flexibility.

5. Canterris


6. Drip

Referred to as “lightweight marketing automation that doesn’t suck,” Drip is perfect for those looking for a straightforward solution that isn’t too clunky. Whether it’s emailing targeted customers, filtering subscribers, or identifying your best leads, Drip puts you in the driver’s seat and allows your sales reps to effortlessly capitalize on prospects.

It’s an affordable sales tool for those who are on a budget but still want serious results.

7. Infusionsoft

If you’re a small business owner looking for CRM, marketing automation, and sales automation all in one neat and tidy package, Infusionsoft is definitely worth checking out. This software allows you to better understand customer behavior and cash in on the hottest leads.

It also personalizes the follow-up process and ensures that leads receive relevant marketing materials that are tailored to their specific needs and interests. With Infusionsoft, you can close more deals in less time and turn your business into a well-oiled machine.

Each of these smarter sales tools has its own unique benefits and can streamline many tasks that would otherwise be arduous.



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