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Ready, Set, Go: 14 Favorite Automation Tools for Smarter Sales

Scott Gerber
Scott Gerber

We all get used to using a certain tool for our sales and marketing needs.

However, with so many automation tools available, it's a good idea to reevaluate the one we use so as to make sure it is best for our present purposes.

Automation, when used correctly, can streamline segmentation, insights, and leads.

This allows the business to nurture prospects and turn them into customers.

Related Article: 9 Web Tools That Make Marketing Automation a Breeze

Below, entrepreneurs from the Young Entrepreneurs Council share what tools they prefer and why.


1. Boomerang

Our head of sales, Scott Trench, believes that the single most important thing in the sales process is follow up. He simply follows up forever until a client develops or gives a clear negative. For that, Boomerang for Gmail is our favorite automation tool. It simply moves the email back to the top of our inboxes after a set time period and makes follow-up easy. – Joshua DorkinBiggerPockets

2. Infusionsoft

As a company that used to manage everything in Excel, Infusionsoft is my sales secret weapon. From tracking our hottest leads to automated our emails and sales sequences, it allows us to process and systematize our profit-driven activities. As a digital agency, we have worked in a lot of platforms, none of which are perfect, but Infusionsoft outperforms them all. – Kim Walsh-Phillips, Elite Digital Group

3. HubSpot

HubSpot just released a number of new sales tools this year at Inbound that set a new bar. Their CRM is free, and because their suite now combines Sidekick, Insights, Reporting, Predictive Lead Scoring and a killer new feature called Sequences, it is hard to beat. There is also a stellar PandaDoc & HubSpot Integration for sending proposals, quotes, etc. all from the CRM. – Jared Fuller, PandaDoc

4. Drip

Our favorite sales automation tool is Drip, which allows us to automate sales and marketing efforts while incorporating deep segmentation. – Daniel Lambert, BoardVitals

5. Salesforce

Recognized as the gold standard, Salesforce offers a variety of tiers to meet the needs and price points of any team. By default, there is automation: web-to-lead forms, lead assignment rules, and email notifications. If more functionality is needed, go with the version that includes workflows, which allows you to create complex "if / then" functionality to automate your sales processes. – David Ciccarelli,

6. RelateIQ

RelateIQ, acquired by SalesForce, has tremendously revamped our entire sales process and kept our team organized and on point. It has a number of integrations, allowing it to seamlessly work in conjunction with other platforms that are being used at our company, including MailChimp and Zapier. – Reza Chowdhury, AlleyWatch

Klaviyo home page

7. Klaviyo

Keeping up with newsletters is challenging, and we believe there is a burn-out rate with newsletters, which is why we try to send only one or two a month. Klaviyo integrates with our Shopify website to automatically send order follow-ups, win backs, first, second and third order thank-you emails, as well as newsletters. This ensures a high volume of content and interaction with fewer newsletters. – Josh Sprague, Orange Mud

8. MailChimp's Automation Workflows

With MailChimp's automation workflows, companies can segment campaigns according to user actions — specific content downloads can trigger topic-relevant email campaigns, for example. It's a powerful way to build an automated drip marketing campaign with higher conversion rates than blasting every email address in your list with generic content. – Vik Patel, Future Hosting

9. Zoho

My favorite tool is Zoho. It gives me a view of my complete sales cycle and pipeline and helps me identify trends, increase efficiency and reduce costs. – Ben Lang, Mapme

10. Yesware

We used Yesware to help our inside sales team run its outbound efforts straight from the inbox. It's an excellent tool that has allowed our sales reps to track emails and know when prospects opened their emails, use pre-built templates to personalize emails, and track campaign performance with built-in analytics. It also works well with Salesforce, making it easy to track the lead funnel. – Vishal Shah, NoPaperForms

11. Sales Hacker

Onboarding 45-50 digital agencies a month is a tough feat. We have found that using a sales automation tools like Sales Hacker is a must-have for anyone working on enterprise-level sales. Sales Hacker utilizes the top technology in this sector, like and Kimono. The difference is found in Datanyze, Mixrank and Mintingo, which fuses the platform together quite well. – Sheldon Michael, Netjumps International

e-junkie landing page

12. E-Junkie

If you are in the business of selling digital products, I would highly recommend E-Junkie. We use it to handle our entire digital product fulfillment that is further integrated with PayPal and most email platforms, like Aweber. E-Junkie also lets you manage your own affiliate program and secure your files to ensure sharing isn't allowed. Best of all, it costs as low as $5/month. – Pejman Ghadimi, Secret Entourage

Related Article: Bring Me Your Robot Leaders: Automation Tools That Change Everything

13. Axiom

To put it bluntly, Axiom makes life a whole lot easier. With automated quote and proposal creation, you can immediately work with customers and maintain a professional standpoint. Axiom helps your sales team work closely and stay in close communication with each other. This tool provides a user-friendly interface and requires no prior training, which saves time and money. – Miles Jennings,

14. Marketo

Marketo is a marketing automation tool that has completely transformed the relationship between sales and marketing, and it has optimized performance throughout the sales funnel. The platform provides us with intelligence and the ability to customize and deploy segmented, meaningful communications at scale. With both of those together, we have a real competitive advantage. – Christopher Kelly, Convene

Image Credit: NanoStockk / Getty Images
Scott Gerber
Scott Gerber Member
Scott Gerber is the founder of Young Entrepreneur Council (YEC), an invite-only organization comprised of the world’s most promising young entrepreneurs. In partnership with Citi, YEC recently launched BusinessCollective, a free virtual mentorship program that helps millions of entrepreneurs start and grow businesses. Gerber is also a serial entrepreneur, regular TV commentator and author of the book Never Get a “Real” Job.