Want to automate sales? Here are 7 apps we use every day. 

When it comes to running sales outreach or even just managing a sales team, there are tons of tasks that come with it, and this can quickly become overwhelming. We know, we've been there.

Fortunately, we live in a world with tons of powerful tools that can help you automate sales workflows. This can automate anything from simple integrations to automating lead generation.

So in this article, we will be sharing seven tools that we use to automate our sales team’s workflow and lighten our team’s workload. 

Let's dive in!

#1) Zapier: Automate Almost Anything 

Zapier is easily one of the most powerful automation tools. It allows you to connect any one of 3,000 plus applications together without having to know code or be a developer. One of my favorite aspects of Zapier is the level of customization it offers. A beginner could use it to transfer a website lead to the CRM, or you could use it to run code like JavaScript or Python. Regardless of your skill level, anyone who uses Zapier is going to find it wildly useful.

Website: www.zapier.com
Pricing: $19.99 - $799 /month

We use it to…

• Move Website Leads into our CRM (LeadLoft)
• Move Calendly Lead into our CRM (LeadLoft)
• Score Leads
• Enrich Leads
• Filter Leads
• Format Text & Data

Features:

• Automate workflows
• Connect multiple apps
• Create custom, no-code integrations
• Give non-coders coding power

#2) LeadLoft: Automate Lead Generation

Of all the tools we use, LeadLoft is actually one of the most important tools at our disposal. We use it to prospect every single lead that we reach out to, and currently, cold outreach is responsible for more than 70% of our revenue, so we practice what we preach. 

One of the great things about LeadLoft is that we built it to be extremely easy to use. So, if you've ever used a CRM and thought it was confusing, LeadLoft is probably what you're looking for. It simplifies your entire sales process into one simple workflow, For each step shows you exactly who you need to follow up with. 

Even better, you can use LeadLoft's Playbooks to automate outreach and follow-ups, saving you from having to go through the tedious task of following up with hundreds of leads.

Website: www.leadloft.com
Pricing: $100 /month (All Features + Money-Back Guarantee)

We use it to…

• Engage  Website Leads
• Automate Cold Emails & Sales Outreach
• Prospect New Leads
• Automate Follow-Ups

Features:

• Find / Verify Contact Information
• Automate Outreach
• Automate Tracking
• Workflow Mapping
• Tracking Automation
• Activity Tracking

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#3) Ortto: Automate Lead Nurturing

There are many tools available for marketing or newsletter automation, but of all the tools I have tested (and there have been many), Ortto is easily my favorite. They have an extremely fast development timeline and listen to their customers through their public roadmap. In fact, I reached out to their founder on LinkedIn to request a feature that was extremely important to our team's workflow, and they added it to their next phase of development. MailChimp and HubSpot would never do something like this.

You might think that Ortto is a small company After hearing this, but that couldn't be further from the truth. They have enterprise customers like Toyota and have raised tens of millions of dollars. Even if you compare Ortto’s feature set to that of MailChimp or HubSpot, Ortto would easily outshine them. Plus, with their rapid development pace, I can't see MailChimp or HubSpot ever catching up.

Website: ortto.com 

Pricing: $99 - $299 /month

We use it to…

• Nurture Leads & Subscribers via Email
• Capture Leads with Popups
• Report on Weekly Marketing Stats

Features:

• Email Automations
• SMS Automation 
• Popups + Popup Builders
• Advanced Reporting 
• Stripe Integration

#4) Calendly: Automate Meeting Scheduling

There are a variety of meeting scheduling tools available, such as Calendly, YCBM, and Chilipiper. None of them are significantly more powerful than the others. However, Calendly It's just the most well-known so we went with it. 

Calendly offers an easy-to-use scheduling experience and has a brand that is familiar to everyone. It should be noted that some of Calendly's advanced features are not easily accessible or easy to use, but considering the brand's popularity, I believe it's worth the sacrifice.

Website: www.calendly.com
Pricing: Free - $16 /month

We use it to…

• Book Demos
• Route Sales Meetings
• Track Website Conversions
• Simplify Scheduling

Features:

• Scheduling Links
• Automate Meeting Reminders & Follow Ups

#5) Otter.ai: Automate Note Taking & Transcription 

When it comes to working remotely, recording meetings and automating note-taking are extremely important. It's even more critical when you consider how easy it is to forget what a conversation was about when you're having multiple conversations every single day. So, if you're managing a sales team or running sales yourself, consider using a tool like Otter.ai or Fireflies AI. Both are powerful, but in our opinion, Otter AI is just a little bit more powerful.

Website: www.otter.ai
Pricing: Free - $30 /month

We use it to…

• Record Meetings
• Transcribe Meetings

Features:

• Record and transcribe meetings in real time
• Schedule Otter Assistant to automatically join your Zoom, Meet, or Teams calls
• Get an automated summary of key points, action items, and highlights after your meeting

#6) ChatGPT: Automate Lead Sourcing

Chat GPT is one of the newest automation tools that we have added to this list. Our team already uses it to help edit blog posts, like the one you are reading right now, as well as to write personalized cold emails. 

If you become really good at using Chat GPT, you will find that your team begins using it for more and more tasks, like drafting meeting outlines or even setting sales goals for the upcoming quarter. Regardless, it is invaluable when it comes to saving your team time.

Website: openai.com/blog/chatgpt
Pricing: Free - $20 /month

We use it to…

• Edit Blog Posts for Grammar
• Write Blog Outlines 
• Draft Meeting Outlines

Features:

• Generate personalized sales copy
• Brainstorm content ideas quickly
• Create longer form content at scale

#7) DealFront: Automate List Building

DealFront (formerly LeadFeeder) is a powerful tool that helps you identify website visitors. It works by installing a simple tracking snippet on your website and telling you which companies are visiting your site. 

DealFront is uniquely valuable when paired with a tool like LeadLoft. For example, LeadFeeder might indicate that Uber has visited your website. From here, you can simply search for the job title of the person you wish to contact at Uber and save their contact information using LeadLoft. You can then automate sales outreach using LeadLoft. This workflow is awesome for turning invisible website visitors into hot leads.

Website: www.dealfront.com
Pricing: €199 - €2999 /month

We use it to…

• Build Hit Lists for Prospecting

Features:

• Identify companies visiting your website and match them with contact data
• Learn which marketing channels are driving the most high-value traffic
• Integrate your sales and marketing data with LeadFeeder connectors and access it in 3rd party tools

Wrapping Up

At the end of the day, running sales is an extremely time-consuming process. So, if you're running sales or managing a team of sales personnel, do your best to help them automate where they can. Of course, there are times when manual work and a human touch are required, but automating tedious tasks can save your team a ton of time. 

If you would like to learn more about how we automate our sales process, feel free to reach out to our team. We're more than happy to share our own sales workflow with you and your team.