9 Sales Automation Systems Worth Checking Out

Finding the right sales automation tool for your business can be a real challenge, as there are numerous options on the market. But finding something that works right is important. Sales automation platforms can offer an effective way to manage your sales cycle by allowing you to oversee where clients are in the sales process, and they may come with a range of automated features and options to help customize messages or provide stronger insights into customers’ preferences. 

So where can you start looking for something that works well with your setup? To help, we asked entrepreneurs from YEC to weigh in on the best sales automation tools to use when looking to increase revenue. Here is what they said.

1. ActiveCampaign

“Using ActiveCampaign has increased the lifetime value of our customers because it triggers personalized emails to our prospects and customers based on their behavior. This allows us to craft messaging that matches where they are in their journey and move them another step forward. The result is an amazing relationship with them and the ability to help them with bigger and better problems.” – Monica Snyder, Birdsong

2. Calendly

“We use Calendly to help us schedule meetings. It’s an easy-to-use tool that makes finding a good time to meet a breeze. You just send someone your Calendly link and they are able to book the day and time that works best for them from your availability.” – Chris Christoff, MonsterInsights

3. ClearSlide

“ClearSlide is an awesome tool that lets you perfect your sales deck and pitch. It not only tells you who has opened your email, but also who has viewed your sales presentation, for how long, and what slides they spent the most time on. You can then follow up with those that are the most interested instead of blindly following up with people.” – Syed Balkhi, WPBeginner

4. Conversica

“Conversica is an AI sales assistant that helps you turn cold leads into warm leads. The AI bot acts as your first point of contact with the lead and follows up until the lead continues to ignore the emails, or says yes or no. If the lead then says they want to learn more, it gets forwarded to the sales manager to close the deal.” – Jared Atchison, WPForms

5. HubSpot Sales CRM

“I like HubSpot as a sales tool, but it depends on what level of automation you want. It’s like a Swiss army knife, packed with tons of features. Our team knows when someone visits the website, opens an email or clicks a link. It also has calendar links so that they can book a meeting, it has built-in phone to take notes, and it has workflows, so I can design stages. All in all, a powerful tool.” – Liam Martin, TimeDoctor.com


“This very versatile tool – which stands for If This, Then That – has a wide variety of applications for both personal and business use. There are applets for almost any function, and you can automate many tasks using them. It also integrates with just about every other major marketing tool, such as Google Analytics, Mailchimp, Asana, Trello and many others. Very good for automation and efficiency.” – Kalin Kassabov, ProTexting

7. Infusionsoft

“Infusionsoft is a convenient tool that helps streamline the entire sales process. You can automate email responses, create reports and forecast for future needs. This helps eliminate some time-consuming manual tasks.” – John Turner, SeedProd

8. Nudge.ai

“Nudge.ai is a cool artificial intelligence tool that helps you build relationships that drive growth. When you’re typing out an introduction email to a new contact, Nudge will scan the web for you to give you information – like mentions, company news and social activity – so that you can quickly and easily write more personalized messages.” – Blair Williams, MemberPress

9. Outbound prospecting and follow-ups

“Using sales automation tools can be incredibly effective when done right. If you are able to combine the repeatable tasks involved in an outbound email campaign with manual personalization techniques, you can greatly increase your odds of success. In business-to-business sales, most buyers are not ready to buy or even connect with you right away. In these events, using follow-up features is critical.” – Brandon Pindulic, OpGen Media


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