13 Best AI Sales Tools in 2023 - Revenue Leaders Take Note

As an experienced SaaS sales professional, I know that I spend far too much time on non-sales activities.

In fact, I spend less than half of my time actually selling. That’s a problem for me and my revenue heads!

A Harvard Business Review study showed that AI can increase leads by 50% and reduce overall costs by 60%.

In this blog post, I will put my sales hat on and deep dive into the incredible capabilities of AI sales tools.

Buckle up – LET’S GO!

What Are the Best AI Sales Tools?

With new AI sales software hitting the shelves daily, it’s tough to know where to turn to make sense of it all.

If you want a quick run down then here’s a quick summary of the best AI sales tools available right now (apart from the last one.…it’s coming!)

Best All-Round – Clari
Best For Deal Insights: People
Best For Sales Forecasting – Aviso
Best Budget-Friendly AI Sales Assistant – ChatGPT
Best For Conversational Intelligence – Drift
Best For Combined Prospecting & Outreach – Growbots
Best For Phone Sales – Chorus
Best For Compensation Management – Xactly
Best Meeting and Note Taker – Fireflies
Best For Market Intelligence – 6Sense
Best Salesforce Addon – Veloxy
Best For Real-Time Sales Coaching – SalesDirector
Best AI-Enabled CRM – Freddy AI for Sales

Ok, let’s get to the meat of it.

If you purchase through links on our site, we may earn a referral from our partners, at no additional cost to you. For more information, visit my disclosure page.

1. Clari

Overview

Clari is an AI-enabled revenue operations platform designed to help businesses win more deals and increase their revenue. It equips companies with the necessary tools to prevent any form of revenue leakage, thereby enhancing win rates, decreasing slipped deals, and boosting sales productivity.

Clari says that their platform increases win rates by 15%, decreases slipped deals by 10%, and increases productivity by a whopping 80%.

Benefits

RevGPT: Powers Smart Summaries and Smart Battlecards to speed up the process of revenue generation. It provides automatic call summaries and suggests actions, delivered via Slack.
Sales forecasting – risk spotting: allows you to call your numbers accurately, spot at-risk deals, and take necessary actions.
Automatic CRM improvement: Eliminates manual data entry and poor data quality by automatically capturing, syncing, and updating your data. As an AE, I know this is a game-changer in my process!
Confident revenue forecasting: Enables accurate forecasting by team, product, geographic region, revenue stream, and many more ways.
Risk identification: Tracks momentum, activity, and engagement to identify at-risk deals, transforming hope into knowledge regarding deal progression.
Revenue growth management: Allows all revenue-critical employees to work on one platform to manage upsell, cross-sell, renewals, and churn flawlessly.
Intelligent AI data analysis: Snapshots, cleans, and analyzes all your data to provide answers to crucial questions about deal progression and pipeline management.

Pricing

No pricing is available for Clari but what I do know is that there is no platform fee and it scales by the user.

They offer an Execution bundle which is perfect for frontline productivity & team performance or the Forecasting bundle which gives all the AI forecasting bells and whistles. They give a detailed product table on their site.

What Customers Are Saying

Here’s a round-up of the most recent customer reviews.

Provides accurate forecasting and analytics data
Unified platform for managing global sales teams
Assists in understanding Salesforce data quickly
Helps manage and organize numerous projects
Simplifies forecasting across different teams
Slower update speeds than desired
Lacks self-serve setup for forecasts
Troubleshooting requires Clari support

What I Like/Dislike

What I like

Clari is built for sales reps as well as leadership which shows in the way the reports are designed and filtered
The user experience is fast, clean, and easy to use
As a sales rep, I can tell that the forecasting analysis far outweighs most platforms

What I don’t like

Can take a lot of time to configure dashboards how you need them

Why Invest?

Clari is a great all round AI sales system that can inject AI efficiencies across a wide range of sales processes. If you feel that automating CRM activities, getting more accurate sales forecasts, and getting your team on the same page, amongst many other things is what you need, then check out Clari!

2. People

Overview

People is an enterprise revenue intelligence solution that uses AI to help businesses achieve revenue success. By providing complete, accurate, and real-time data from many systems, People enables companies to improve pipeline execution, focus on the right accounts and buyers, and always make data-driven decisions for maximizing revenue. No more ‘gut’ feelings!

They make some pretty bold claims too:

50% – Improved win rates across their customer base
$131B – Closed- won deals that have been influenced by their deal insights
49% – The average increase in pipeline

I have been in sales for long enough to know that if these numbers are accurate, then this revenue intelligence needs some serious investigation. There’s no doubt that this kind of AI capability will boost any sales team!

Benefits

Data-driven Approach: AI-driven insights identify unqualified deals, missing personas, and neglected opportunities for revenue maximization.
Complete Revenue Activity Insights: Patented AI technology provides comprehensive pipeline health visibility and accurate problem diagnosis for informed decision-making.
Automation and Efficiency: Automate low-value activities, freeing up time for revenue-generating tasks and improving productivity.
Enhanced Customer Engagement: Focus on high-value activities, deepen relationships, and position as a strategic partner for increased revenue opportunities.
Enterprise-Ready Solution: Holistic integration with existing systems for complete and enriched go-to-market data.
AI-Driven Insights: Leverage AI for contact classification, persona analysis, and CRM-native scorecards to make better-informed decisions and improve win rates.
Data Security and Privacy: Meticulously designed security measures ensure data protection and privacy.
Revenue Solutions: Sales leader coaching, opportunity qualification, and at-risk revenue identification for real-time data-driven decision-making.

Pricing

People don’t provide open pricing. No doubt it will depend on the kind of tech setup each customer already has as it integrates to drive all its insights. Contact People to learn more about the pricing model.

What Customers Are Saying

Here’s a round-up of the most recent customer reviews.

User-friendly interface and dashboards for easy visibility and reporting
Simplifies activity tracking, allowing for evaluating adoption stages and customer relationships
Provides insights into team performance, metrics, and productivity trends
Reduces manual effort in recording conversations and automates SF hierarchy configuration
Offers data-driven insights and analytics for quick decision-making
Lacks the ability to capture data from multiple sources, such as LinkedIn and Slack
Limited engagement dashboards and reporting customization options
Price factor and limited suitability for certain industries and domains

What I Like/Dislike

What I like

Helps reps (like me) to bolster pipeline and get a granular look into where it’s weak
Much of the functionality is embedded into the existing CRM so you don’t need to keep changing systems
Reduces manual effort doing updates so reps can focus on more important things

What I don’t like

They need a bigger pool of integrations to make it suitable for more businesses

Why Invest?

If you’re facing challenges in identifying qualified deals, engaging the right personas, and maximizing revenue generation, People.ai can definitely help. With it’s data-driven approach, AI-powered insights, and automated efficiency it can effectively address these issues.

3. Aviso

Overview

Aviso is an AI-driven sales platform designed to provide advanced forecasting, pipeline acceleration tools, and sophisticated analytics. It’s a sales platform, built by sales professionals and it shows.

It optimizes the sales process, fosters collaboration, and improves sales outcomes, all through a user-friendly approach – which we sales folk no is vital to get reps on board!

Image of Metrics Aviso claim to provide - 98% forecasting accuracy, 28% win rate improvement, 36% topline revenue growth, 30% cost savings

Benefits

Real-time Forecasting: Provides immediate updates across reps, teams, and categories for accurate and timely decision-making. A must when trying to hit quota!
Time Series AI Engine: Analyses historical and current data to spot trends and patterns in forecast performance.
Pipeline Acceleration and Analytics: Assesses pipeline quality and provides insights for future planning.
Winscore Explanations: Uses AI to evaluate deal quality and prioritize sales efforts effectively.
Visual Reporting: Provides intuitive visual reports for revenue cycle inspection.
Out-quarter Projections: Offers future quarter projections based on past trends and behaviors for strategic planning.
AI-driven Nudges: Guides reps to take the most effective next steps to progress deals and keep forecasts on track.
Next Best Actions: Recommends efficient and timely actions for reps based on AI analytics.
Dynamic Org Charts: Provides insights into contact relationships so you can build trusted account maps.

Pricing

Aviso has 2 bundles available; the Virtual Selling and Enterprise offering. To get more information then contact Aviso and they can go through the platform and pricing models.

What Customers Are Saying

Here’s a round-up of the most recent customer reviews.

Intuitive and flexible forecasting and pipeline management tool
User-friendly interface with insightful dashboard and visualization capabilities
Exceptional client-vendor support and regular meetings to address issues and requirements
Provides relevant features, upgrades, and documentation to meet expectations
Helps with sales forecasting, planning, and resource allocation
Reporting and analytics capability needs improvement for optimized and real-time analysis
Limited syncing and occasional downtime affecting data examination
Lack of admin controls and ability to customize certain features

What I Like/Dislike

What I like

It’s AI-driven Nudges suggest the next best actions to take which helps to either validate or guide the next steps
With the help of real-time forecasting and out-quarter projections, sales reps and leaders won’t be in the dark when looking at sales targets.
As a rep always on the go, the easy-to-use mobile features will be a real help and should get more engagement from reps when on the road

What I don’t like

While Aviso’s automation features can be a huge time-saver, at times it feels a bit overbearing. Sometimes the system’s recommendations can feel a bit impersonal and don’t take all nuances into account.

Why Invest?

If you’re a sales leader that struggles with inaccurate forecasting and productivity issues within your team, then investing in Aviso is what you need. With its powerful AI-driven insights, it enables more precise revenue predictions, boosts sales rep productivity through automation and actionable insights, and ultimately drives revenue growth.

4. ChatGPT

Overview

Ok, not a standard one and you are probably thinking ‘what’s this guy on about?’, but hear me out – it has a ton of uses for sales!

ChatGPT is an advanced AI-powered conversational model by OpenAI and I have used it in anger, every day, in a sales environment.

It serves as the best ai sales software I have actually used and helps to improve my productivity, streamlines many of my sales workflows, and refines my customer interactions.

Here’s how.

Benefits

Email and Document Summarization: ChatGPT can condense long emails and documents into concise summaries tailored for different personas, improving efficiency in communication.
Content creation: If you need articles for brochures and sales collateral but don’t want to invest in an AI Writer like Byword, then ChatGPT can fill this gap and generate quality content.
Objection Handling: Provides in-depth analysis of cold call objections, offering tailored solutions to improve pitches.
Idea Soundboard: Whether refining a sales pitch or crafting difficult messages, ChatGPT provides intelligent, conversation-like guidance and suggestions.
Content Recommendations: It suggests suitable content for nurturing prospects, tuned to the prospect’s persona or industry, improving engagement and conversion.
Email Response Training: ChatGPT can be trained on your email response style, automating email replies while maintaining your language, tone, and style.
Personalized Outreach Assistance: ChatGPT helps draft personalized, engaging emails for cold outreach, leveraging social media content, company news, or blog articles.
Discovery Question Development: It aids in formulating insightful discovery questions that delve deeper into customer needs, enhancing customer understanding and solution pitching.
Call Scripting and Presentation Tips: Helps to create compelling presentations and call scripts, augmenting your selling potential.

Pricing

ChatGPT is currently free, yes you heard me right. You can upgrade to GPT Plus at $20 per month, but you don’t need to for the features I have listed out.

What Customers Are Saying

Here’s a round-up of the most recent customer reviews.

Natural and realistic conversations
Versatile tool for various sales tasks like drafting emails and answering customer queries
Understands context and provides appropriate responses
Continual updates and improvements to stay at the forefront of AI technology
Boosts creativity, assists with translations, and provides valuable knowledge
Responses may vary in consistency, requiring occasional manual verification
Doesn’t retain long-term memory, which may hinder continuous conversations
Possibility of occasional inappropriate or biased responses, requiring monitoring
Limited support for decision-making, with a focus on providing options rather than clear winners

What I Like/Dislike

What I like

It’s like having a virtual assistant which I wouldn’t get otherwise!
I love how it serves as a brainstorming partner – there 24/7

What I don’t like

While it’s incredibly helpful, sometimes it doesn’t quite hit the mark. The AI doesn’t fully understand the context of certain sales scenarios or industry-specific jargon

Why Invest?

I know of organizations that got each employee an account, created some training videos on use cases, and rolled it out with great efficiency gains. It’s a valid option but take special care with the training and expectation of use. The rollout and support will be on you, rather than a vendor that you can bring in to iron out any teething issues!

5. Drift

Overview

Drift is a cutting-edge AI conversational platform that combines chat, email, and video to offer personalized customer experiences. The platform effectively converts high-volume website traffic into leads and matures them down the sales funnel. Super smart idea!

Benefits

AI-Powered Chatbots: Facilitate human-like conversations 24/7 for uninterrupted customer engagement.
Real-time Notifications: Provide insights into buyer intent, prioritizing the right buyers at the right time.
Conversational Landing Pages: Initiates real-time interactions with visitors, improving engagement and conversion rates.
Live View: Offers real-time visibility of visitors, identifying potential high-value accounts instantly.
Seamless CRM Integration: Consolidates data and insights, enhancing sales team productivity.
Fastlane: Accelerates the buyer’s journey by qualifying website visitors in real-time and routing them to sales teams.
Hyper-personalized Videos, Emails, and Messages: Rehumanize digital conversations to help build trust and win bigger deals.

Pricing

Drift has 3 packages available to cater to all needs, big or small.

Premium: Starts at $2,500 per month – best for small business
Advanced: Best for medium-sized businesses
Enterprise: Best for Enterprise that needs custom features

Chat with the team at Drift to dig into where you fit.

What Customers Are Saying

Here’s a round-up of the most recent customer reviews.

Can customize for personalized user experiences and interactions
Increased leads and opportunities through customization and A/B testing
Real-time engagement with prospects, facilitating timely communication
Efficient lead capture and customer support, enhancing sales performance
Seamless integration with CRM systems, streamlining data consolidation and productivity.
Some challenges related to chat routing and notification functionality
Cost per user can be expensive, limiting the ability to add more team members

What I Like/Dislike

What I like

I love that you can create hyper-personalized experiences for prospects. It’s not just a bot; it’s an intelligent engagement that understands buyer intent and reacts accordingly
Rivals the best AI email writers around with its sales narrative output
Being alerted the moment a high-value account lands on the website is super useful.

What I don’t like

It could incorporate more comprehensive sales functionalities
Without significant website traffic or high-intent visitors, the platform’s benefits aren’t fully realized.

Why Invest?

If converting website traffic into leads or engaging target accounts timely is an issue for you, then Drift would be well worth the investment.

6. Growbots

Overview

Growbots presents itself as an AI-powered tool designed to streamline sales processes and enhance client acquisition. It provides an easy and effective way for businesses to identify, connect, and engage with potential clients. It is equipped with extensive features to automate, optimize, and scale outbound sales efforts.

Benefits

Massive Prospect Database: Growbots boasts over 170M+ prospects, which means opportunities to connect with the right people are vast.
Advanced Targeting: The platform offers highly refined targeting features, which could be a real timesaver when trying to reach the ideal audience.
Easy-to-use Interface: The intuitive user interface seems to simplify campaign setup and management, making it accessible for users at all levels.
Smart Email Sequencing: With automated and intelligent email sequencing, your outreach can potentially be more effective.
Custom Prospect Lists: The software quickly generates tailored lists of prospects, eliminating the manual work for you.
Expert Support: They offer a dedicated support team, which can be a crucial asset on the journey to outbound sales success.
Quality Data: The platform promises high-quality data on decision-makers worldwide, which might decrease your bounce rates significantly.
Email Warm-up Service: The unique Warmbots feature aims to keep your emails out of spam folders, increasing the likelihood they reach the intended recipients.

Pricing

There are 3 plans on offer:

Outreach – $49 / month: Great if you already have something to build prospecting lists
All-in-One – $199 / month: Adds on all the prospecting tools
Pro: Great for lead gen agencies and larger uses, offers more customization options

What Customers Are Saying

Here’s a round-up of the most recent customer reviews.

Efficient bulk messaging for lead generation
Simplified workflow with integrated prospects and campaigns
Customizable campaigns and personalized email
All-in-one lead generation and automation
Onboarding and valuable customer support provided
Cost for adding team members
Higher pricing and limited database options
Lack of advanced filtering capabilities

What I Like/Dislike

What I like

It’s really handy to have a prospecting database and outreach combined
The scheduling feature looks super helpful, I wish I had this in my outbound workflow!
Able to cross reference my digital business card ‘black book’ to get more efficiency

What I don’t like

Costs might spiral if you have a large outbound team – could be worth trying to strike a deal with them!

Why Invest?

If you’re grappling with lead engagement and time management, Growbots should be able to help. It will automate your outreach, freeing your team to focus on closing deals and driving more revenue. If you are looking for prospecting tools then check out my full roundup of the best AI-enabled prospecting tools available right now.

7. Chorus

Overview

Chorus is a fast-growing Conversation Intelligence product by ZoomInfo. It’s designed for sales teams to capture and analyze all customer calls, meetings, and emails, providing insights that can drive behavior changes and improve revenue.

We all know that (bad) CRM data usually messes with forecasting. Chorus solves this by providing real-time Relationship Intelligence, syncing all interactions right to your CRM (only Salesforce and HubSpot currently) for a more accurate view of the pipeline.

Benefits

Unlimited Recordings and Transcriptions: No more note-taking during calls. Recordings and transcriptions allow for better post-call analysis and follow-ups.
Contextual Trackers: AI-based trackers automatically highlight key topics like next steps, pricing, and objections, enabling you to address critical issues effectively.
Proactive Coaching Recommendations: Automated coaching suggestions help you improve your sales skills and strategies.
Deal Intelligence: Full visibility into relationships and interactions helps forecast accurately and drives deals from pipeline to closure.
Relationship Intelligence: Aggregates and syncs every contact and interaction directly to your CRM, ensuring seamless communication tracking.
Analytics and Reporting: Over 20 ready-to-use reports for easier evaluation of sales performance, or combine conversation metrics with Salesforce for custom reporting.

Pricing

There is no pricing available for Chorus. They say that they build custom plans to drive team performance so you will need to give them a shout to get the full details.

What Customers Are Saying

Here’s a round-up of the most recent customer reviews.

Analysis of meeting effectiveness and efficiencies
Simplified tracking and searching of specific meeting moments
Valuable insights for improving communication and client support
In-depth call analysis and automated note-taking
User interface could be more intuitive
Challenges with playlist creation and navigation

What I Like/Dislike

What I like

The contextual trackers in Chorus are brilliant by highlighting key conversations effortlessly
I love how you can review discovery calls and make sure the most critical needs are banged into your proposal management software.

What I don’t like

It would be great if Chorus could integrate with more CRM platforms, not just Salesforce and HubSpot CRM

Why Invest?

If your reps are always on the phone and they struggle to catch every crucial moment in their sales calls then Chorus can definitely help. It joins calls to deals, to pipelines, to forecasting so this could be the tool you need to bring it all together.

8. Xactly

Overview

Xactly is an AI-driven sales platform that offers pipeline management, forecasting, sales planning, revenue intelligence, and incentive compensation management. It uses predictive analytics and performance data to inform planning, streamline execution, and improve accuracy throughout many sales workflows.

Benefits

AI-augmented forecasting: Enables accurate predictions for sales performance, benefiting sales reps through a better understanding of the pipeline and potential commissions.
Commission estimator: Encourages reps by showcasing potential earnings, thereby boosting motivation and productivity.
Pipeline health monitoring: Provides deeper insight into the deal progression and sales execution, aiding in more consistent revenue generation.
Xactly Benchmarking: Offers comparative analysis using proprietary pay and performance data, helping sales teams build effective compensation programs that attract top talent.
Xactly Connect: Automates data flow integration across various business applications, simplifying sales data management and improving operational efficiency.

Pricing

No pricing is available for Xactly, not even a guideline on packages or bundles. Doing some deeper digging though, it looks like Xactly packages its products separately:

Forecasting
Sales Planning
Incent (incentive compensation)
Commission Expense Accounting
Insights

What Customers Are Saying

Here’s a round-up of the most recent customer reviews.

Highly configurable for complex commission plans and calculations
Easy access to historical data and ability to perform analysis
User-friendly interface and excellent implementation
Integrations with major applications and fast processing time
Actionable insights and enhanced visibility of pipeline performance
Minor bugs and occasional lack of documentation
Complexity for specific client setups and formula limitations
Limited proration and commission calculation functionalities

What I Like/Dislike

What I like

I’m really into the AI-augmented forecasting capability – it will make sales predictions far easier
The personalized dashboards look on point

What I don’t like

The commission estimator fosters commission breath. I have personally been there, and it’s not pretty!

Why Invest?

If you’re struggling with forecast accuracy and sales reps’ productivity, Xactly is a worthy investment. With AI-augmented forecasting and a comprehensive overview of sales activities, Xactly can notably streamline your sales process, ultimately driving revenue growth.

9. Fireflies

Overview

Fireflies is an advanced AI note taker tool that transcribes, summarizes, and analyzes voice conversations for better meeting outcomes. This tool integrates with multiple platforms to record meetings, identify key topics, and automate tasks like filling out your C R M (a task I hate!).

I have used Fireflies a ton and it’s a real powerhouse to boost efficiency and save expensive resources a stack of time……and do a better job!

Benefits

Automatic Meeting Transcription: Transcribes meetings across several platforms, saving valuable time and allowing sales teams to focus on the conversation
AI-Powered Search: Review an hour-long meeting in just 5 minutes, enabling sales reps to quickly revisit key points and action items
Collaboration Features: Add comments and share meeting moments, fostering a collaborative environment among sales teams
Conversation Intelligence: Track speaker metrics and sentiment to provide coaching opportunities and improve internal processes
Workflow Automation: Automates tasks like CRM logging and task creation, increasing productivity and efficiency within sales teams
Integration with CRM and Collaboration Apps: Syncs data with platforms like Salesforce, Hubspot, and Slack, providing a seamless workflow and keeping all information at your fingertips
Conversation Analysis: Offers insights into the frequency of key topics in meetings, helping sales teams strategize and refine their pitches

Pricing

Fireflies have 4 plans on offer:

Free: Limited transcriptions but a great set of features
Pro – 10$ per seat/month: AI summaries and unlimited transcription credits
Business – $19 per seat/month: Unlimited storage & conversational intelligence
Enterprise: Custom program

What Customers Are Saying

Here’s a round-up of the most recent customer reviews.

Automated meeting notes, transcriptions, and action items
Seamless integration with popular communication tools
Improved focus and engagement during meetings
Easy access to recorded meetings and organized notes
Excellent customer service and responsive support
UI could be more intuitive and user-friendly
Summary section sometimes provides excessive and confusing information
Inability to record and transcribe meetings outside the organization

What I Like/Dislike

What I like

I love how Fireflies takes care of meeting transcriptions, freeing me to focus on the conversation.
The AI-powered search is a lifesaver – I can review key points from long meetings in minutes. I can’t tell you how much I have used this!

What I don’t like

Learning to navigate the advanced features can be overwhelming initially
Depending on audio quality, I have found that transcriptions may sometimes need manual corrections – but it’s still better than others I have tried

Why Invest?

This one is a no-brainer for me. If your reps are in meetings regularly this is worth its weight in gold. The quality of the transcription and summaries are second to none with minimal adjustments needed so the ROI is there almost instantly.

10. 6Sense

Overview

6sense is a leading account engagement platform that uses artificial intelligence and big data to help sales and marketing teams make informed, data-driven decisions.

By providing in-depth predictive insights, account identification, and multi-channel outreach, it enables companies to align sales and marketing strategies, engage with the right prospects at the right time, and ultimately increase revenue.

Benefits

Predictive Analytics: Leverages machine learning to provide forecasts of customer behavior, empowering businesses to make proactive decisions
Account Identification: Uses AI to identify and segment high-value accounts, enabling targeted marketing efforts and increasing conversion rates
Multichannel Outreach: Seamlessly connects with various communication platforms, promoting consistent and effective customer engagement across all channels
Real-Time Insights: Provides up-to-the-minute updates on account activities, allowing sales teams to promptly respond to changing circumstances and needs
Sales and Marketing Alignment: Facilitates seamless integration and data-sharing between sales and marketing, ensuring a unified and effective business strategy
Behavioral Intent Data: Collects and analyzes behavioral data to understand customer needs and preferences, enabling personalized marketing approaches
Integration with CRM Platforms: Easily synchronizes with CRM platforms like Salesforce, Marketo, and others, streamlining workflows and improving data management
Account-Based Orchestration: Coordinates personalized, account-specific engagement across different teams, enhancing customer relationship management and boosting sales opportunities

Pricing

No pricing is available for 6Sense – it will be custom pricing based on your specific needs.

What Customers Are Saying

Here’s a round-up of the most recent customer reviews.

Gives accurate data and market intelligence
User-friendly interface and straightforward adoption
Cost-effective compared to competitors like Zoominfo
Effective for reaching executives with decision-making power
Provides direct numbers and accurate emails
Reliance on external data sources for information
Inaccurate company numbers and limited coverage of mobile numbers
Decreased responsiveness from support and account manager

What I Like/Dislike

What I like

The predictive insights from 6sense really help to zero in on the right accounts

What I don’t like

It seems a bit overwhelming trying to manage all the data points within the platform

Why Invest?

If you’re grappling with identifying the right leads and understanding their buying behaviors, then investing in 6sense will show you where to focus your sales resources.

11. Veloxy

Overview

Veloxy is an AI-powered sales software for Salesforce CRM. It is designed to streamline and expedite sales processes. It integrates cutting-edge features such as sales engagement, email marketing, artificial intelligence, sales analytics, and automation into the Salesforce platform to assist sales teams in closing deals faster.

Benefits

AI Sales Assistant: Employs AI and machine learning to automate Salesforce activities, boosting productivity and speeding up the sales cycle
Email Marketing: Incorporates 1-to-1 email blast deliverability and full email visibility, facilitating improved customer engagement and conversion rates
Sales Team Empowerment: Offers full analytics and reporting dashboard to prevent lost leads and automate non-selling activities, enhancing team performance and revenue
Sales AI for Outside and Inside Sales: Features automatic data entry and insightful lead intelligence for outside sales, and email tracking and Salesforce data entry for inside sales, equipping sales representatives with tools for increased efficiency
Sales AI for Sales Managers: Provides real-time sales analytics and forecasting, improving sales strategy and decision making

Pricing

Veloxy costs $65 per user, per month. You get the mobile app and unlock 40+ salesforce features. They offer a free trial and if you like it, a 50% discount if you sign up for a 3-year term.

What Customers Are Saying

Here’s a round-up of the most recent customer reviews.

Well-developed and professional platform
Tracks emails and prompts task updates
Auto-logging emails and calls to Salesforce
Email campaigns and visibility into email views
App crashes occasionally
Limited ability to adjust fonts/spacing in templates

What I Like/Dislike

What I like

The AI assistance in automating Salesforce tasks looks like a true time-saver

What I don’t like

Comments make it look hard to change their templates, this should be simple to do

Why Invest?

If your sales team is struggling with time-consuming Salesforce tasks then Veloxy can make a significant difference.

12. SalesDirector

Overview

SalesDirector is an AI-enhanced revenue data capture platform, that drives efficient revenue operations by automating sales activity capture and providing data insights.

By eliminating manual data entry, it enables sales teams to focus on selling and driving accurate sales forecasts.

Benefits

Automated Activity Capture: Seamlessly captures sales rep activities like email, calendar events, and meeting outcomes, saving time on manual entries and fostering focus on actual selling
Cross-platform Compatibility: Connects with various BI tools like Einstein Analytics, Domo, Tableau, Google Data Studio, and Power BI
Deep Analyzed Data: Leverages AI/ML for enriched data accuracy, workflow automation, and sentiment analysis, driving insightful decision-making
Historical Data Capture: Records activity and sales data historically up to 24 months, facilitating trend analysis and informed sales strategies
Customizable Features: Allows tailoring of data elements to cater to unique customer needs, ensuring personalized usage
Real-time Sales Coaching: Provides timely coaching via SMS and Slack reminders, reinforcing best practices and enhancing sales rep performance
Pipeline Visibility & Projections: Offers AI-enhanced insights into pipeline coverage and risk, guiding reps on when to generate new pipelines and accelerate pipeline velocity
AI-based Sales Forecasting: Provides risk-adjusted forecasts to improve sales prediction accuracy and strategy formulation

Pricing

SalesDirector has 3 pricing options:

Activity Capture – $29 per user/month: Auto-log emails and events to CRM
Revenue Insights: Call for pricing
Revenue API: Call for pricing

What Customers Are Saying

Here’s a round-up of the most recent customer reviews.

Reduces manual data entry and saves time
Removes administrative burden and automates activity logging
Captures important contacts automatically
Useful for email/meeting scraping and data collection
Provides daily updates on sales goals
Limited control over automation customization
Occasional disconnection issues
Inaccurate opportunity health assessment

What I Like/Dislike

What I like

I love how it captures sales activities automatically, freeing up more time for actual selling
It’s real-time sales coaching via SMS and Slack could be a game-changer in refining on-the-spot sales tactics

What I don’t like

The Opportunity Health Assessment score seems to need some work

Why Invest?

If your sales team is bogged down by manual data entry and you’re struggling to get a clear picture of your pipeline, SalesDirector.ai could be your answer.

13. Freddy AI For Sales

Overview

I like to finish these roundup posts with a bit of an outlier and here it is, Freddy AI for Sales. From Freshworks, Freddy AI is an artificial intelligence solution designed to optimize customer and employee experiences across various business departments.

The AI for Sales is super new, currently looking for Beta sign-ups. I think it’s got great potential so wanted to get this AI-powered CRM layer into the mix.

Benefits

Freddy Self Service: Automated bots deliver quick, personalized customer service responses, freeing up agents’ time for more complex tasks, leading to increased efficiency and improved customer experience
Freddy Copilot: An “always-on” AI assistant that provides contextual information, insights, and handles repetitive tasks to maximize your team’s productivity
Freddy Insights: This feature offers timely, contextual insights and data visualization for proactive issue identification and improved decision-making
Custom Content Generation: Prospecting is critical so Freddy helps create compelling, personalized emails to improve your sales campaigns
Deal-Specific Insights: Freddy AI parses emails, analyzes historical data, and offers real-time recommendations to optimize your sales process and close deals faster

Pricing

Pricing isn’t available yet.

What Customers Are Saying

There aren’t any customers yet! Told you it was an outlier!

What I Like/Dislike

What I like

How FreddyAI will offer automated support and personalized interactions from the CRM
The contextual insights provided by FreddyAI look impressive

What I don’t like

It could be a steep learning curve for users who are not familiar with AI-powered tools

Why Invest?

It’s a bit too soon to say but if the AI capability I am expecting sits on top of the already powerful Freshworks CRM, then I think it will be pretty obvious when you see it in action.

What are AI Sales Tools?

AI sales tools are software solutions that take your data, crunch it with machine learning algorithms, and dish out valuable insights and predictions. These tools transform the way you generate leads, craft personalized messages, segment customers and even forecast sales.

How Can AI Sales Tools Benefit You

AI boosts sales productivity in many ways so there are tons of benefits to using AI sales software but here are some key ones.

Sales Efficiency: AI sales tools automate time-consuming tasks such as data entry, lead qualification, and follow-up reminders. By eliminating manual work, sales teams can focus on high-value activities, resulting in increased productivity and efficiency
Actionable Insights: AI-powered analytics provide deep insights into customer behavior, preferences, and buying patterns.
Improved Lead Generation: What sales team doesn’t want more and better-qualified leads? These tools can use advanced algorithms to analyze vast amounts of customer data and identify ideal prospects, that are ready to buy.
Accurate Sales Forecasting: AI tools improve sales forecasting with their AI algorithms. they analyze historical data, market trends, and various factors influencing sales performance to generate accurate sales forecasts.
Personalized Customer Experiences: AI tools can provide real-time recommendations and insights as well as more personalized cold outreach.
Sales Process Optimization: AI sales tools can optimize the sales process by identifying bottlenecks, streamlining workflows, and automating repetitive tasks.

Buyers Guide: How We Conducted Our Research

I sifted through 100s of AI sales tools when researching this article.

Here’s how I did it.

Features: Assessed all AI-enabled features as well as the core product features
Benefits: Reviewed all the benefits the vendor said it would give and compared this to user stories and reviews across multiple review sites
Roadmap: Made sure there is a strong roadmap for future developments
Pricing: Determined if it was value for money vs the competition
Reviews: Looked over 10s of reviews for each product from multiple review sites and forums
Support: Assessed what level of support is provided and if it costs extra
Implementation: Ensured that suitable implementation services were available
Training: Assessed the training program and material to make sure it’s appropriate

I also used my extensive sales experience to select the tools for this list. As a sales rep, I know that any tool on this list would help me sell more and be more productive!

Final Thoughts

AI sales tools are the next big thing in sales and there are loads out there to choose from. ChatGPT as a rep’s assistant is a no-brainer, do it now (if you want any tips then reach out to me)!

For larger investments, it’s important to balance your needs as well as your reps’. There are so many categories. Each with overlaps. So you will need to align your budget with the features you are looking for to solve your biggest sales challenges.

I hope this article has given you some ideas and armed you with a load of extra knowledge on AI Sales Tools!