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Best AI Sales Assistant Software for Medium-Sized Businesses
Top 10 AI Sales Assistant Software for Medium-Sized Businesses
- HubSpot Sales Hub
- ZoomInfo
- Troops
- Clari
- Drift
- Wingman
- Conversica
- Dooly
- XANT Playbooks
- InsightSquared
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
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
Troops is Software-at-your-Service, designed with humans in mind. It’s a revenue communications platform, a central nervous system for your go-to-market teams that delivers the right information to the right people at the right time. Teams never miss a revenue signal, allowing them to take rapid action, share intelligence, and make better decisions. With Troops, humans become informed, intentional, and efficient. World-class brands like Slack, Twilio, DoorDash, Snap, Shopify, and Stripe improv
Clari’s Revenue Operations Platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business, to drive process rigor, spot risk and opportunity in the pipeline, increase forecast accuracy, and drive overall efficiency. Thousands of sales, marketing, and customer success teams at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra, use Clari’s execution insights to make their revenue process
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
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.
Conversica is a leading provider of Intelligent Virtual Assistants (IVA) helping organizations attract, acquire and grow customers at scale. A Conversica Intelligent Virtual Assistant is an AI-powered, SaaS-based software application that serves as a virtual team member and autonomously engages contacts, prospects, customers, or partners in human-like, two-way interactions at scale to accelerate revenue across the lifecycle of a customer. Customer-facing teams like marketing, sales, customer suc
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
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
InsightSquared offers the industry's most complete and flexible Revenue Intelligence Platform, featuring 6 integrated solutions in one. We empower revenue professionals to make better decisions by equipping them with actionable, real-time intelligence that drives predictable growth. B2B organizations worldwide rely on InsightSquared to build stronger, healthier pipelines, improve conversion rates, target rep coaching, boost forecast accuracy and significantly increase competitive win rates. For
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
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
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
Tact.ai is on a mission to make enterprise software more human-friendly. Tact.ai puts sellers first with human-friendly CRM solutions that are frictionless, connected, and prescriptive. Powered by our patented Edge AI platform, Fortune 500 sales organizations -- including Honeywell, Cisco, and one of the largest pharmaceutical companies in the world -- use Tact to change sales behavior and digitally transform how sellers work with customers every day to achieve new levels of productivity and col
Zilliant is focused on helping B2B companies conquer a vast array of pricing and sales challenges. Using an innovative blend of data science and software, we allow companies to gain more strategic control of their business performance. Our best-in-class cloud-native platform and applications, coupled with an outcome-focused dedication to customer success, give B2B leaders the confidence and know-how to remain competitive now and in the future. Zilliant's solution set includes: Zilliant IQ Plat
TopOPPS is a sales pipeline management and forecast predictability solution that uses machine learning algorithms to automate the collection of CRM data, bring clarity to the sales pipeline, alignment to the sale process and accuracy to the forecast. The TopOPPS Platform: - Improves CRM data capture and provides automated updates and sentiment analysis based on machine-learning - Provides amplified sales pipeline visibility that focuses sales teams on the opportunities with the highest likeliho
Learn More About AI Sales Assistant Software
What You Should Know About AI Sales Assistant Software
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
- Identify hot leads and assist with closing deals
- Drive higher conversion through timely follow-ups and intelligent seller recommendations
- Increase customer engagement and loyalty
- Increase productivity and efficiency throughout the sales cycle
Why Use 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.
Who Uses AI Sales Assistant Software?
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.
AI Sales Assistant Software Features
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.
