Discover the best AI tools for sales that will help you automate sales processes, provide data-driven insights, and crush your sales quota in 2023 and beyond.
Short answer
The best AI tools for sales are:
Being in sales is like running a never-ending marathon with shifting finish lines. Every lead, every pitch, every close—it all counts. But sometimes, even the most seasoned salespeople feel like they're spinning their wheels, especially when the same strategies start to lose their spark.
The modern buyer has changed, expecting quicker, more tailored interactions. Stick to the old playbook, and you might find yourself missing out on golden opportunities and seeing a dip in the revenue numbers.
If you're not tapping into the best AI for sales, you're essentially watching from the sidelines while others race ahead. This post will introduce you to the best AI tools for sales currently available.
From smart AI prospecting tools that find the perfect leads to AI sales forecasting software, you're about to discover tools that can elevate your sales game to levels you never thought possible.
Let’s go!
In the fast-paced world of sales, staying ahead of the curve is both a challenge and a necessity. As sales reps juggle evolving customer expectations and the constant drive for better results, AI can provide that extra edge by transforming the way sales teams strategize and operate.
Let's dive into how AI is making waves in the sales world, backed by some compelling findings from HubSpot's State of AI Report.
Sales professionals are no strangers to repetitive tasks. Whether it's data entry, note-taking, or scheduling, these tasks can consume a significant chunk of the day.
Thankfully, 35% of sales professionals are now using AI tools to automate these chores, saving an average of over 2 hours daily. That's more time for the real deal – selling.
Sales is a numbers game, and with AI, those numbers become your best allies. Consider this: HubSpot found that a staggering 57% of salespeople struggle with accurate pipeline forecasting.
That's where AI steps in, offering sharper insights from sales forecasting to lead scoring. As a result, you can anticipate future revenue more accurately and zero in on high-quality leads.
Finding the right words can be a game-changer. Generative AI tools are here to help, assisting you in repurposing content, tailoring messages for varied audiences, and ensuring your pitch is spot on.
Today's customers want quick, spot-on responses. AI chatbots are your go-to, providing timely, accurate interactions.
Plus, with AI's knack for analyzing customer data, your interactions can be as personalized as a tailor-made suit, offering product recommendations that hit the mark.
There's always room to grow, right? AI-driven platforms offer insights by analyzing your sales calls and meetings. This feedback is invaluable, highlighting areas where you can refine your approach and up your game.
As AI reshapes how we approach sales, tools that tap into its strengths are becoming essential. Whether it's creating engaging presentations or getting clear revenue insights, AI-driven platforms are stepping up as key players in successful sales strategies.
Let's take a look at some standout AI tools making a mark this year, helping sales folks like you stay on top and connect better with customers.
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Best for: Transforming static presentations into engaging, interactive stories
Engaging a prospect is a crucial step in the sales journey, and Storydoc offers a refreshing solution to make that connection. Instead of static slides, imagine a dynamic, interactive presentation that's tailored to your audience's needs.
At the heart of Storydoc's platform is its AI-driven engine. You simply tell the AI the purpose of your presentation, be it a product pitch, a quarterly report, or an explainer. The AI then generates content that's on point and relevant.
Add to that a variety of scroll-based templates optimized based on real-world data, and you have a presentation that not only looks professional but also resonates with your audience.
Plus, with features like dynamic personalization, you can make each presentation feel as if it was crafted just for the reader, boosting engagement and connection.
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Best for: Unlocking insights from sales interactions
Every conversation with a potential client is packed with valuable details, and Gong is your go-to tool to uncover them. Using its AI-focused approach, Gong dives into your sales talks, covering calls, meetings, and emails, all to give you insights that can reshape your sales tactics.
Think about catching what a customer really worries about, seeing those missed chances, or tweaking your sales pitch just right. With Gong's AI, it feels like having a seasoned sales buddy with you, offering advice and tips in real time.
It's not just about numbers; it's about getting the story those numbers tell, making sure you're always ahead in your sales game.
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Gong's cost depends on the number of users and the chosen license type, with an extra platform fee based on user count. For a clearer pricing picture, it's best to contact Gong directly.
Best for: Navigating complex sales cycles with the help of AI
Salesforce, a top name in CRM, has woven AI into its platform, offering businesses a smarter way to connect with their customers.
With Einstein, Salesforce's AI component, you can tap into the power of artificial intelligence to make more informed decisions, predict outcomes, and automate tasks.
Einstein is designed to work hand-in-hand with Salesforce's Customer 360, making sure that every interaction is backed by data and personalized.
Whether it's predicting sales trends, managing leads, or providing real-time insights, Salesforce paired with Einstein ensures you’re always at the forefront.
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Best for: Elevating sales interactions with intuitive AI-driven CRM
HubSpot isn't just another CRM; it's a CRM with a brainy twist. The platform uses AI to help you engage leads more effectively, nurture relationships, and close deals with precision.
One of its standout features is the AI-powered chatbot, always ready to engage with visitors, answer their burning questions, and even schedule meetings without you lifting a finger.
Beyond the chatbot, HubSpot's AI tools assist in crafting content that resonates, analyzing data to provide actionable insights, and personalizing campaigns to ensure every interaction is meaningful and impactful.
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Best for: Improving your outreach with data-driven insights
Apollo AI isn't just about finding leads; it's about finding the right leads. With a vast database of over 265M contacts, Apollo ensures you're reaching out to the most relevant prospects.
But where it truly excels is in its AI-driven features. From AI-assisted email writing that crafts compelling messages to lead scoring that prioritizes high-value targets, Apollo is all about making every outreach count.
Plus, with tools like the LinkedIn extension, you can gather verified email addresses and phone numbers directly from profiles, which means your outreach is always on point.
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Best for: Engaging leads with conversational AI
Drift is all about sparking meaningful conversations. It's an AI-powered buyer engagement platform designed to automatically listen, understand, and learn from potential customers, creating the most personalized experiences possible.
Drift's AI-driven chatbots are there 24/7, ensuring visitors get instant, human-like interactions.
Beyond chatbots, Drift offers features like Conversational Landing Pages (CLPs) for real-time interactions with visitors and Drift Engage, which taps into a new type of intent data using machine learning to understand visitor behavior and fire playbooks with higher conversions.
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Best for: Improving revenue operations with smart AI insights
Clari is all about giving you a crystal-clear view of your revenue operations.
Thanks to its AI-powered insights, Clari presents a cohesive system tailored for revenue management, offering a bird's-eye view of your entire sales journey.
It covers everything from overseeing deals, accounts, and teams to dishing out timely coaching and insights. With Clari, you can be sure your revenue flow is streamlined and reliable.
One of its best features is the ability to predict the full lead and deal lifecycle so that your team operates seamlessly and your projections are spot-on.
And with tools like Mutual Action Plans, it bridges the gap between buyers and sellers, ensuring deals progress without a hitch.
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Best for: Enhancing sales outreach with video messaging
In the digital age, personal touch matters more than ever. Vidyard is here to help sales teams bridge the gap between cold outreach and warm connections.
With its AI-powered video messaging, Vidyard offers a unique way to engage potential customers. Instead of the usual text-heavy emails, sales reps can send personalized video messages that stand out in crowded inboxes. These aren't just any videos; they're tailored, engaging, and equipped with viewer insights to help you understand your audience better.
Beyond messaging, Vidyard's platform also includes features like Digital Sales Rooms for collaborative deal-making and an AI Script Generator to help craft the perfect video message.
Whether you're sending a product demo, a walkthrough, or just a friendly hello, Vidyard ensures your message is both seen and remembered.
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Best for: Automating lead engagement and qualification
Exceed.ai offers a solution that focuses on enhancing the lead engagement process through intelligent, two-way conversations. The platform's AI-driven virtual assistant ensures that every lead is engaged, nurtured, and pre-qualified, making sure no opportunity slips through the cracks.
One of the notable features is its ability to identify sales-ready leads hiding within your existing database, ensuring maximum ROI on your marketing efforts.
Whether it's through email, webchat, or SMS, Exceed.ai provides timely engagement, keeping leads connected and progressing in the sales funnel.
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Best for: Optimizing cold email deliverability
Warmbox is designed to tackle one of the most common challenges in email marketing: ensuring your cold emails don't end up in the spam folder.
The platform uses an AI-driven approach to warm up your email inbox, making sure your outreach emails get the attention they deserve. By sending realistic emails from your inbox and interacting with them as genuine leads would, Warmbox boosts your email deliverability.
The process is simple: connect your inbox, let Warmbox handle the interactions, and watch as your email reputation improves. With Warmbox, you can be confident that your cold emails will reach their intended recipients, increasing the chances of successful engagements.
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Best for: Boosting pipeline execution and deal insights
People.ai offers a unique blend of AI-driven solutions aimed at enhancing the sales process. The platform highlights the importance of relationships in revenue generation, urging sales teams to engage with the right people at the right time.
With its patented AI technology, People.ai provides insights that unlock, unify, and enrich all revenue activity. This ensures that sales teams are equipped with the necessary data to diagnose problems and take recommended actions to meet revenue targets.
Whether it's identifying unqualified deals, missing key personas, or neglected opportunities, People.ai ensures that sales teams are always on the right track.
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Available upon request.
Best for: Unified business communications with AI insights
Dialpad brings a fresh approach to business communications. It's not just about making calls or sending messages; it's about making every interaction smarter and more efficient.
With Dialpad, you get the best of both worlds: easy-to-use communication tools and the power of AI to give you insights in real-time.
Whether you're on a call with a client or having a team meeting, Dialpad's AI features, like real-time transcription and sentiment analysis, ensure you catch every detail and understand the bigger picture.
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Choosing the right AI tool for sales is not just about flashy features; it's about finding a fit for your unique needs. Here are some key factors to keep in mind:
Every salesperson knows the challenge: it's not just about getting your message across, but making it stick.
Enter interactive presentation templates. These aren't just design upgrades; they're a strategic shift. By turning passive viewers into active participants, you're embedding your message deeper, making each point resonate more powerfully.
And while crafting such an experience might sound overwhelming, our handpicked library below simplifies the process. Each template is tailored for impact, turning your presentation from a simple slideshow into an engaging narrative.
Grab one and see for yourself.
Try Storydoc interactive presentation maker for 14 days free (keep any presentation you make forever!)