Check out our list of free AI Sales Assistant Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.
If you'd like to see more products and to evaluate additional feature options, compare all AI Sales Assistant Software to ensure you get the right product.
Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for growing teams. Sales Hub is built on the HubSpot CRM platform, where customer data, tools, and teams come together to create a single source-of-truth. Tap into our expansive ecosystem of app and solutions partners to craft an exceptional end-to-end customer experience. Whether it’s strategies, servi
Drift is the world's leading conversational marketing and sales platform that helps businesses connect now with the customers who are ready to buy now. With its quickly evolving set of tools and playbooks, Drift is leading businesses through the customer-driven revolution by using conversations to unlock hypergrowth. Customers use Drift to provide a modern buying experience for potential customers, generate more qualified leads, and dramatically accelerate the sales cycle. After just two years i
ZoomInfo Powered by DiscoverOrg combines the world’s most comprehensive business database with best-in-class technology to fuel your go-to-market strategy from start to finish, and provide an accurate, 360-degree view of customers, prospects, and opportunities. With robust features and integrations seamlessly incorporated into your workflows, the company is on a mission to deliver MORE. More leads for sales and marketing teams. More closed deals for sales organizations. More efficiency for opera
Veloxy is a revenue growth system that multiplies and accelerates your selling activities while eliminating non-selling activities that cost you time and money. It's one integrated sales platform that gives your essential sales capabilities — sales engagement, sales enablement, sales productivity, and Salesforce adoption — a single touchpoint across all devices to help you close more deals and generate more leads. 1,000's of field sales reps, inside sales reps, and sales managers are transform
Wingman is a real-time sales coaching tool that gives sales reps the right information at the right time, while they are on a call. Wingman automatically joins sales calls and based on the conversation, cue-cards show up to help sales reps with customer objections, questions, and behavior suggestions. It also assists reps in taking better notes and summarize calls by allowing them to bookmark key moments during the call, in real-time.
Dooly is the fastest way to update Salesforce, take sales notes, and easily manage all your deals. You were born to sell, not do data entry. Save 5+ hours of gruntwork every week. Ready in 60 seconds. No setup. Start for free @ start.dooly.ai
SalesDirector.ai is an agnostic revenue data platform that helps B2B sales organizations scale by capturing and delivering intelligent sales data and analytics to the entire revenue stack. SalesDirector.ai helps B2B sales organizations scale by delivering intelligent sales analytics to their CRM and BI tools. We capture email and calendar data from sales reps and cross-reference their CRM data to deliver predictive insights about their pipelines, behavior and customer interactions. These ins
Linked Helper 2 is the safest and powerful LinkedIn automation software and CRM. Technically is a web-browser, which can automate your manual work in LinkedIn. It really repeats human actions without any code injections into LinkedIn page or LinkedIn API calls. LH2 core features: 1. Automates: Invites or connection requests, InMails, Messages to 1st connections or group members Profile visiting and extracting, Profile Following, Organizations profile scrapping, Inviting 1st level connections
Accelerate your company’s revenue with XANT Playbooks, the smartest sales engagement platform. With Playbooks, sales professionals increase productivity, optimize customer interactions, and connect to the right buyers. Playbooks goes beyond a traditional sales auto dialer or sequencer. It doesn’t just help your team do more, it helps them do more of the right things. Reps are provided with additional contacts and recommendations of who, when, and how to reach out—making their efforts more eff
Kixie is the sales engagement platform that boosts sales team performance with ultra-reliable, easily automated calling and texting for HubSpot, Salesforce, Pipedrive, Zoho, and other leading CRMs. Kixie connects agents to prospects naturally and automatically, reveals valuable insights about conversations and provides truly dependable service. The platform includes the PowerCall dialer & mobile apps, Automations, Analytics and Contact Center. With Kixie, sales teams have the power to achi
Featured in the Wall Street Journal, Inc., TIME, ABC, Forbes and PC Mag. Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t. It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, social, and messages. We’ll even grab email signatur
Exceed.ai is a conversational marketing platform that helps marketers drive more pipeline from email and website visitors. Exceed AI Assistant works 24/7/365 alongside humans to ensure every lead is followed up with, nurtured, and qualified using two-way email conversations. When a lead is qualified and ready to talk to a human it will go ahead and book a meeting directly on your rep’s calendar. It also automatically updates your CRM and marketing automation platform with the latest lead stat
Rollio AI Sales Assist all about powering your team do more: Sell, Prospect, and Forecast with better data and a faster process. By making your CRM human your sales team can spend 30-40 hours more per month selling, stick to your best sales process, and all while feeding critical & up-to-data into Salesforce. How it works: Rollio AI Sales Assist allows users to speak to their CRM like a human being, and vice versa their CRM speaks to them when an update is critical, a follow-up is suggest
Dialpad Sell is an effective sales dialer that speeds up ramp time and makes reps more productive using Voice Intelligence technology and an easy CRM integration in a best-in-breed communications solution.
MightyForms is an All-in-One Intake Platform that transforms the way you build and manage forms. Automatically recapture lost leads with the Form Abandonment Recovery tool, where you can send a custom message to visitors that abandon your form and invite them to complete their submission. Track your form performance with the native Form Analytics report, or integrate with Google Analytics. Send form data straight to your CRMs with integrations, Zapier, or even Webhooks and pre-filling forms.
Woobot.io makes working with your Salesforce data as easy as chatting in Slack or Microsoft Teams. Deploy your Sales playbook end-to-end to include the conversations happening in Slack and Microsoft teams so when deals get stuck or the forecast is impacted everyone can respond quickly. The organization stays aligned, Salesforce stays fresh, and people stay productive. Woobot.io supports all of the core Salesforce Clouds (Sales, Service, Marketing, Commerce, Platform, and Industries - Higher
The Pickle squad leverages the latest artificial intelligence technology for one purpose: to make people extraordinary. Harnessing the power of conversation intelligence, we refine your sales and customer success process by uncovering blind spots and transforming conversations into actionable insights. Boost the strengths of your sales/customer success teams while uniting them through robust machine learning algorithms to take your customer management & sales efforts to the next level. Pic
What is Revenue Grid? Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring the best results, shows deals at risk, and prioritizes tactics with the greatest impact. Revenue Grid helps sales teams sell more by providing: Guided selling - Reduce human error and increase sales velocity with guiding Signals based on AI suggestions and your team’s own playbook Pipeline Visibility - See the health of every deal at a glance
Aviso AI is an integrated revenue platform for sales organizations. Leaders, managers, and reps all benefit from using this opportunity management, forecasting, and deal collaboration tool. With Aviso, sales teams can set goals, unify forecasts, guide deals, and course correct for success. Powered by cutting edge machine learning and a deep time series database, the Aviso platform combines the best of human and artificial intelligence to guide selling. Companies like Splunk, Honeywell, Dell, Fir
Teams that have good quality products/services also face growth issues because of poor sales and marketing. Even when your target persona is crystal clear, still we see that reaching out effectively is a challenge. Even when you see a good crowd at your booths, you see very poor conversion of leads. We too faced this challenge, and narrowed down the bottleneck to a very small area of sales cycle. And that area was poor quality follow-ups. Sales, Marketing, SDR teams - all do lead follow-ups.
Win-loss analysis needs to be part of every sales organization. Win-loss insights can be used to boost win rates, eliminate competitors and achieve revenue maximization. Unfortunately, most organizations are unable to execute win-loss analysis at scale BRIDGEfunnel’s patented AI engine disrupts the win-loss analysis process. It enables enterprises to conduct win-loss analysis at scale. Insights are provided to sales reps, sales engineers, managers, and sales enablement teams continuously. With
Ciara is a revolutionary in-call sales assistant that helps you have smooth and productive customer calls to win more deals. Ciara joins your call and assists by showing battle cards, questions, and behavior suggestions. The result is better conversations and more closed deals. Ciara transcribes your calls in real-time, captures all essential details, and keeps everyone on the same page with instant meeting summaries. The smart integrations allow you to update CRM data right away without swit
Cien is used by technology sales leaders to understand the cause of low quota attainment. Cien quantifies the intangible factors that prevent reps from achieving their numbers. Using AI, Cien delivers free assessments that typically reveal 20-40% of hidden revenue, even for companies with imperfect CRM data. For a free AI assessment of your sales team, visit www.cien.ai. "Cien helps sales teams use AI to fix performance, improve motivation and increase sales effectiveness.” / The Huffington Po
Edward works in the background on a mobile phone, listening to events such as phone calls, meetings or e-mails. In their context, he generates intelligent notifications and reminders. The assistant automates the most typical activities related to creating summary notes or setting subsequent steps related to the sales process.
Spotler Group gives ambitious marketers the right marketing and transactional software including services to grow their business. Whether is it AI powered marketing automation, lead generation, social media management, email marketing, eCommerece, sms marketing or transnational emails we have the software to help you achieve you goals. With over 2500 clients in 8 European countries transmitting over 9 billion messages every year, Spotler is a European Marketing Technology power house.
Artificial intelligence (AI) has been one of the defining technologies of the twenty-first century, and this shows no signs of slowing down. AI sales assistants are a prime example of this groundbreaking trend at work. A virtual sales assistant, such as those featured in this category, uses machine learning and natural language processing, along with other intelligent programming, to optimize the daily routines of sales reps. Depending on the platform, this may entail everything from predictive analytics to automating routine sales activities like data entry and qualifying potential customers.
A primary characteristic of this emerging software space is conversational AI, or human-like conversations between the platform and those who interact with it, including employees and customers alike. Conversational technology is now being used in thousands of customer service scenarios, streamlining everyday interactions while significantly reducing the demand on actual employees. With regard to the sales process, virtual assistants within these platforms can initiate and complete valuable conversations with leads and established customers, generating critical data and helping to streamline the customer experience.
Key Benefits of AI Sales Assistant Software
An automated sales assistant can not only help sales professionals save time and energy, but can increase revenue and customer engagement. This is made possible by multiplying the number of valuable interactions in an average day and delivering the right message at the optimal time. Additionally, these tools can help steer the most effective behaviors in sales pros and allow them to give increased focus to the meetings, deals, and contracts that have the greatest impact on the company.
In marketing and sales, as with many customer-facing professions, there is still no replacement for quality human interaction. Signing a major contract requires the thoughtful touch and insights of a sales team, trained and directed by experienced sales managers. With that being said, the solutions in this category can serve as extensions of these employees, helping them juggle their multitude of responsibilities and stay in tune with their valued customers. In some cases, these tools can also eliminate or reduce the need for repetitive introductory conversations or follow-ups, allowing users to jump directly to the most important meetings in the sales funnel. These platforms can also be of service during these critical conversational moments, offering customer insights and timely suggestions for closing a sale.
The virtual sales assistants in this category are built for sales organizations or businesses with a dedicated sales department. These advanced tools can help automate communication between sales reps and their customers and offer general assistance with other tasks throughout the sales pipeline. When used in sales departments, these tools collect data from the CRM software and other sales-based systems to learn what works and what doesn’t with regard to signing and keeping customers. This information is then used within features such as conversational AI, where the platform can interact effectively with customers on messaging platforms and determine the best leads for sales reps to contact. In some cases, the technology offers winning suggestions during pivotal meetings and on-the-spot information such as deal timelines or hot leads to contact.
The tools featured in this category are a diverse set of offerings, each with a unique toolset and implementation of AI technology. The following are some prominent features you may encounter as you research these products and determine the best fit for your sales team.
Conversation automation — Much like chatbots, some tools in this category can have back-and-forth conversations with customers or leads through messaging software or email. To deploy these features, sales managers will create conversation scripts to help guide these conversations to the ideal conclusion and correct qualification of leads. They will also update the software with the right salespeople to whom qualified leads should be directed after a successful automated interaction. Using this information, along with product knowledge (e.g., pricing, feature details) and insights on previously successful conversations, these platforms will reach out to leads with the right messaging at the right time. Then through automated conversations, these tools can determine leads with genuine value and interest, finally directing them to a live salesperson to close the deal.
In addition to qualifying new leads, conversational AI features can be used to win back former clients and check in with clients about their current service or to discuss upgrades. Throughout all conversations, certain platforms offer data extraction features that identify valuable details, transcribes them, and exports them to the most relevant software or database.
Guided selling — Certain solutions in this category can act as major resources once sales reps reach out to clients directly. To guide the sale toward success, some AI assistants can send push notifications for conversation opportunities or client updates and present timely information about client histories or in-progress deals. In some cases, these platforms can also provide winning conversation lines or talking points in real time during a sales call. Guided selling features may also be used during product demonstrations or upsell attempts.
Task automation — With the activity intelligence features in some sales assistant tools, users can have routine sales management tasks automatically handled by the platform. This can include entering data within CRM systems or sending marketing emails about conferences or webinars. As any new customer details are observed, some products have the ability to extract the information and transfer it to an integrated software platforms. In some cases, these tools will offer intelligent scheduling features to help sales reps plan out their calls and other meetings while identifying and setting reminders for other key dates.
Pipeline inspection — Some AI sales assistant platforms help analyze your funnel to see what leads are getting stuck, while offering recommended actions for improving pipeline velocity. Part of this is the auditing and correcting of customer details, such as updated contact information or role changes at the company, including point of contact for sales meetings. This process is also useful for automated invalidating of out-of-date contacts or prioritization of leads.