With an endless supply of options, you might be asking yourself, what is the best sales force automation software for me? When each software offers different features and different specializations of automation, it’s important to know which one is going to best fit your specific business. Out of the hundreds of different choices available on the market today, we have compiled a short list of the best software to make your decision as easy as possible.

9 Best Sales Force Automation Software

  1. Salesforce CRM – Best Sales Force Automation Software for Reassurance
  2. HubSpot CRM – Best Sales Force Automation Software for Marketers
  3. Microsoft Dynamics – Best Sales Force Automation Software for Tech Support
  4. Zendesk Sell – Best Sales Force Automation Software for Value
  5. LeadSquared – Best Sales Force Automation Software for Versatility
  6. Zoho CRM – Best Sales Force Automation Software for Ease-Of-Use
  7. ActiveCampaign – Best Sales Force Automation Software for Customer Experience
  8. Monday.com – Best Sales Force Automation Software for Teams
  9. Copper – Best Sales Force Automation Software for Speed

1. Salesforce CRM – Best Sales Force Automation Software for Reassurance

PRICING: $25/user/month, Free Trial Available

It’s impossible not to consider Salesforce CRM when choosing a sales force automation software. One of, if not the most popular brands in the space, Salesforce CRM offers customers the quality reassurance that many are looking for. Salesforce CRM provides tested database management, partner relationship management, and even post-sales services. Their software has been a well-established player in terms of sales automation and synchronization across a multitude of platforms.

KEY FEATURES:

  • Cloud App Integration
  • SFA Customization
  • Smart Sales Forecasting
  • Allows for Quick Responses

REASONS TO BUY:

  • Team Management/Collaboration
  • Task Management
  • Quality Reassurance

REASONS TO AVOID:

  • Automation requires data entry clean up

» MORE: Automation Software for Robotic Process

2. HubSpot – Best Sales Force Automation Software for Marketers

PRICING: Free-Forever, Tier 1 Plan – $50/user/month, Pro Plan – $1780/user/month

Marketing companies, or even companies who are looking for a sales force automation software that has unique marketing features should be looking into HubSpot CRM. Another top player in the sales force automation space, HubSpot’s advantages are marketing focused automation and a unique pricing model. Many will look to take advantage of the free-forever pricing model which offers unlimited users and 1,000,000 contacts at no cost to the customer.

KEY FEATURES:

  • Email Automation/Personalization
  • Predictive Lead Scoring
  • Outside Integration (G-suite, Outlook, Office 365)
  • 1,000,000 free contacts & Unlimited Users

REASONS TO BUY:

  • Marketing Focused
  • Price advantage for scalability
  • New levels of Social Automation
  • Makes SEO easy

REASONS TO AVOID:

  • Software gets expensive quickly

» MORE: Small Business Marketing Automation Software

3. Microsoft Dynamics – Best Sales Force Automation Software for Tech Support

PRICING: $40/user/month, Free Trial Available

Microsoft Dynamics is a well-established sales force automation software by nature of its name. With that being said, it offers a number of special tools and advantages over other software. The Automation is rated top-notch, and the support and learning capabilities are said to be top of the line as well. Some advantages are cloud compatibility and planning functions. Its most highly rated ability is the way it helps the transformation of companies to digital, making the process simple and affordable.

KEY FEATURES:

  • Cortana Intelligence
  • Advanced Insights
  • Data-driven feedback engines
  • Real-time data
  • LinkedIn Sales Navigator

REASONS TO BUY:

  • Well established brand
  • Highly rated Digital Support
  • Machine Learning

REASONS TO AVOID:

  • Can lag without fast Internet Connection

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4. Zendesk Sell – Best Sales Force Automation Software for Flexibility

PRICING: Started Cost – $19/month, Advanced – $45/user/month, Pro – $95/user/month

For the B2C or B2B business owners who are looking for a reliable, fairly priced, flexible sales force automation software, Zendesk Sell is a great choice. It offers data-driven analytics, sales forecasting, and an integrated support system that is unique to the platform. It also supports synchronization with Dropbox and various Google platforms.

KEY FEATURES:

  • Easily Navigable UI
  • Ticketing System
  • 3rd Party Integration

REASONS TO BUY:

  • Ease of Use
  • Value for Money
  • Pipeline Visibility
  • Functionality

REASONS TO AVOID:

  • Upload/download in CSV format can be tiresome

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5. Leadsquared – Best Sales Force Automation Software for Versatility

PRICING: Lite Plan – $25/user/month, Pro Plan – $50/user/month, Free Trial Available

Leadsquared is a platform that has proven itself across a variety of industries including banking, education, insurance, finance, healthcare, and tech. This is a platform that has been said to boost productivity and efficiency through powerful automation. Being Sales focused, that platform offers predictive lead scoring and closing execution capabilities. Recommended for any high scale business, mid-size enterprise, or startup.

KEY FEATURES:

  • Lead Capturing
  • Lead Nurturing
  • Sales/Lead Forecasting

REASONS TO BUY:

  • Highly Rated Lead Conversion
  • Lead Management
  • Continuously evolving Features

REASONS TO AVOID:

  • Synchronizing with MIS software can be difficult

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6. Zoho CRM – Best Sales Force Automation Software for Ease-Of-Use

PRICING: Free Plan Available (3 users), Standard Plan – $14/user/month

For the startups and smaller to midsized businesses who may not be wired for data-entry technology, Zoho is a fantastic option. This software is catered to the gamification of sales force automation. This helps those of us who are less ‘tech-savvy’, making the process to manage leads, and hit sales targets much easier than in the past. Zoho CRM is a cloud-based software with an easily navigable interface.

KEY FEATURES:

  • Collaborative tools
  • Customizable Features
  • Easy-to-understand Analytics

REASONS TO BUY:

  • Friendly Interface
  • Integrates well with outside software
  • Affordability
  • Good Customer Support

REASONS TO AVOID:

  • Too elementary for the Tech inclined individuals

» MORE: Automation Software for Robotic Process

7. ActiveCampaign – Best Sales Force Automation Software for Customer Experience

PRICING: Lite Plan – $9/month, Plus Plan – $49/month, Free Trial Available

If you are looking for support from your sales force automation software on both ends of the business, you should be looking at ActiveCampaign. Not only do they have highly rated speedy customer service, but their software is designed to help businesses connect and engage more intimately with their own customers. This stems from SaaS that optimizes unique and specific customer relations and experiences. The software also has integrations with more than 850 other platforms including Microsoft, Shopify, square, Facebook, and more.

KEY FEATURES:

  • Unique Customer Automation Customization
  • Automated Email Templates
  • Segmentation

REASONS TO BUY:

  • Enhancement of Customer Service
  • Affordability
  • Customer Data Tracking

REASONS TO AVOID:

  • Not as intuitive as other platforms

» MORE: The Fundamental Difference Between Salesforce SaaS, Paas and IaaS

8. Monday.com – Best Sales Force Automation Software for Teams

PRICING: Free Plan Available, Basic Plan – $10/user/month, Pro Plan – $20/user/month,

For companies with teams that are constantly working collaboratively, Monday.com is a fantastic sales force automation software to look at. Teams are able to customize their projects and workflows. Most importantly, the platform is code-free and built for heightened productivity.

KEY FEATURES:

  • Workload Monitoring/Management
  • Visualization Tools
  • 360 Degree Feedback

REASONS TO BUY:

  • Simplicity
  • Efficiency in Teams
  • Designed for Collaboration

REASONS TO AVOID:

  • Inbox Software Spam
  • Limited UI Features

» MORE: Which Plan in Salesforce Is Best? (Budget Guide)

9. Copper – Best Sales Force Automation Software for Speed

PRICING: Basic Plan – $25/user/month, Pro Plan – $59/user/month, Free Trial Available

Not only is Copper sales force automation easy and simple to use, but it is also built for speed. The streamline user interface allows for rapid pace contact recording and information entry, which can be a tedious process in other software. Copper is built to make the work of a sales rep easy, recording and automating all contacts, files, leads, and deals.

KEY FEATURES:

  • Seamless Gmail Integration
  • Internal Client Onboarding Automation
  • Repetitive Task Automation

REASONS TO BUY:

  • » MORE:Simplicity
  • Designed for Google (users)

REASONS TO AVOID:

  • Complicated Billing Process

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References and Links

  • https://www.salesforce.com/
  • https://www.hubspot.com/
  • https://dynamics.microsoft.com/en-us/
  • https://www.zendesk.com/lp/sales-crm/
  • https://www.leadsquared.com/
  • https://www.zoho.com/
  • https://www.activecampaign.com/
  • https://monday.com/
  • https://www.copper.com/

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