Top 10+ AI Sales Tools for Professionals in 2023

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by Cindy Tan

Published: July 03, 2023 at 11:41 am Updated: July 03, 2023 at 11:41 am

by Damir Yalalov

Edited and fact-checked: July 03, 2023 at 11:41 am

To improve your local-language experience, sometimes we employ an auto-translation plugin. Please note auto-translation may not be accurate, so read original article for precise information.

The internet era has introduced unique challenges for sales teams in meeting customer expectations. Today, customers are empowered with easy access to information, requiring sales professionals to establish credibility and provide value-added insights. The proliferation of digital channels and the abundance of information have also shortened attention spans of customers and increased competition between businesses. 

To overcome these challenges, sales teams must adapt to omni-channel engagement, cut through the noise, and differentiate themselves by delivering concise, impactful messages. Furthermore, they need to balance automation with personalized experiences, leveraging technology effectively while maintaining authentic human connections.

With the emergence of AI tools for sales, organizations can optimize their sales processes, streamline operations, and drive revenue growth. These tools utilize advanced algorithms and machine learning techniques to automate and augment various aspects of the sales process. They analyze extensive datasets, extract insights, and provide actionable recommendations. With their ability to process information rapidly, AI tools empower sales teams to make data-driven decisions and enhance their overall performance.

How do AI tools help sales teams?

By incorporating AI tools, sales teams can achieve greater efficiency, effectiveness, and productivity. Here are some key ways AI tools benefit sales teams:

• Lead Generation: AI-powered tools sift through datasets, identifying potential leads and providing insights on customer behavior. This enables sales teams to focus on high-quality leads, resulting in higher conversion rates and accelerated sales cycles.

• Personalized Communication: AI tools analyze customer interactions and preferences to generate personalized recommendations. This level of customization helps sales teams build stronger relationships, increase engagement, and boost customer satisfaction.

•  Sales Forecasting: AI tools leverage historical data and predictive analytics to forecast sales performance. This helps sales teams anticipate market trends, allocate resources effectively, and make informed decisions.

•  Process Automation: AI tools automate repetitive tasks, such as data entry and follow-up emails. By reducing manual effort, sales teams can focus on high-value activities, such as building relationships and negotiating deals.

From lead generation to sales forecasting, AI tools offer advanced features to streamline processes and boost productivity. In this listicle, we present 12 top AI tools for sales teams, outlining their key features, and providing a balanced overview of their pros and cons.

Salesforce Einstein

Using machine learning and predictive analytics, Salesforce Einstein offers a number of functionalities including predictive lead scoring, opportunity insights, personalized recommendations and sales forecasting through its Sales Cloud. Its Service Cloud reduces customer handling time by seeing all customer details and interactions including account information, case history, purchasing history and other necessary details on one screen.

Salesforce recently launched its generative AI CRM technology, Einstein GPT, which infuses the company’s proprietary AI models along with generative AI technology from partner ecosystems, combining them with real-time data sourced from the Salesforce Data Cloud. This comprehensive approach enables businesses to ingest, harmonize, and unify all their customer data in one place. 

Through Einstein GPT, customers can seamlessly connect this data to OpenAI’s advanced AI models, readily integrating them into their Salesforce CRM. This integration allows users to leverage natural-language prompts directly within their CRM, generating dynamic content that continuously adapts to evolving customer information and preferences in real time.

Pros:

• Seamless integration with Salesforce CRM.
• Offers comprehensive customer insights for better decision-making.
• Strong support and regular updates from Salesforce.

Cons:

• Pricing may be high for smaller businesses.
• Requires a learning curve to effectively utilize advanced features.

Luna

Leveraging AI technology and drawing insights from the evaluation of over 200,000 sales emails per month, Luna is designed to optimize your sales pipeline by suggesting new leads on a daily basis. With each interaction and feedback you provide, Luna’s suggestions become increasingly accurate and effective, thanks to the neural network effect. These

suggestions are carefully tailored to match your proposition, ensuring that you connect with leads that align perfectly with your business goals.

One of Luna’s key features is its ability to provide 100% verified profiles, reducing the frustration of dealing with emails that bounce or lead to dead ends. Furthermore, Luna goes beyond simple lead generation by handling email copywriting. After analyzing prospects’ websites and social profiles, Luna provides personalized and targeted approaches, improving the chances of meaningful engagement.

Pros:

• Integrates with Google, Microsoft, SMTP, Hubspot, Pipedrive and over 5,000 apps through Zapier.
• Available in every language.
• Learns from your email adjustments.

Cons:

• Limited features available for the free plan.
• Pricing may be prohibitive for small businesses.

Saile

Saile is an AI platform that strealines the sales process from lead discovery to meeting scheduling. On the platform, sales executives can build their own customized cloud-based robots called “Sailebots”, enabling them to automate repetitive tasks. These patent-pending Sailebots leverage curated data and a personality-driven AI that reads and responds to text, generating actionable revenue opportunities.

Each Sailebot is tailored to suit a team’s specific needs and is built based on their approved prospect profile. This means that no data or integrations are necessary.

Pros:

• Sailebots deliver actionable revenue opportunities without the need for manual intervention.
• Sailebots can be built to suit individual requirements and approved prospect profiles

Con:

• Building and configuring a Sailebot may require a learning curve, particularly for sales executives who are not familiar with building cloud-based robots.

Meetz

Meetz is an advanced AI sales lead generator. With the help of Laura, the platform’s AI assistant, Meetz provides fully automated scheduling and booking of meetings with customers. Laura can coordinate meetings by identifying the optimal time for each customer and diligently follow up according to the user’s preferences or any specific requests from the guests. All you need to do is CC Laura in the email thread, and she will take charge of reaching out to your guests and managing the entire scheduling process using natural English.

To start using Meetz, users can simply upload their prospects, define their preferred sales methodology and tone, and let Meetz handle the rest. The platform leverages prospects’ LinkedIn activity to craft personalized emails, ensuring a tailored and engaging communication approach. Additionally, Meetz provides a reactive scheduling link, allowing your guests to effortlessly check their availability against your calendar and conveniently reserve time slots that work for both parties.

Pros:

• Meetz offers fully personalized outreach by leveraging prospects’ LinkedIn activity.
• Meetz optimizes meeting scheduling by finding the best time for each customer, saving time for both parties.
• It takes 5 minutes to learn how to use Meetz at the basic level.

Cons:

• Works only with prospects’ LinkedIn activity.

Compass

Compass is an enterprise-grade commission management software to automate the sales commission process, communicate compensation in real-time, and make accurate, on-time payouts to keep your sales teams motivated. The no-code platform enables users to simplify and automate complex sales commissions. Its commission plan designer allows users to set monthly quotas, quarterly bonuses, spiffs, and more. 

With a flexible quota manager and seamless integration with CRM, ERP, and HCM solutions, Compass provides a centralized source of truth for sales compensation. It streamlines the entire sales lifecycle, from onboarding to field activities, and offers a visual scenario builder to project quota attainment. With real-time data insights, customizable dashboards, and deep analytics, Compass connects sales and pipeline data with commission plans, users can leverage real-time updates and apply rules, variables, and conditions for accurate and informed decision-making.

Pros:

• Automates complex sales commission processes by eliminating the need for coding and spreadsheets.
• Integrates with CRM, ERP, and HCM solutions to creates a single source of truth for sales compensation.
• Provides real-time data insights, customizable dashboards, and deep analytics.

Con:

• Users may require some time to familiarize themselves with configuring complex quota structures and utilizing the visual scenario builder.

Gong.io

Gong.io is an AI-powered conversation analytics and salesforce training platform that helps organizations improve their sales effectiveness and drive revenue growth. The platform uses artificial intelligence and machine learning algorithms to automatically capture and analyze data from customer interactions, enabling sales teams to understand customer needs, identify sales trends, and enhance their selling techniques.

The platform provides detailed analytics and reports on conversation quality, customer sentiment, and key sales metrics, allowing organizations to make data-driven decisions and optimize their sales strategies. Gong.io also offers personalized coaching and training programs, leveraging AI to identify areas for improvement and provide feedback to sales representatives. 

Pros:

• Enhances sales team performance and coaching.
• Helps identify patterns and best practices for successful deals.
• Integrates with popular communication platforms.

Cons:

• Limited focus on other sales activities beyond call analysis.
• Some features may require manual data input for accurate analysis.

Clari

Leveraging artificial intelligence and machine learning, Clari analyzes vast amounts of data from various sources, such as CRM systems, emails, and calendars, to provide accurate and real-time insights into sales forecasts and pipeline health.

The Clari Copilot is a valuable tool that proactively notifies managers about critical coaching opportunities that have a significant impact on deal outcomes. It identifies key moments during the sales process, such as pricing challenges and competitor mentions, ensuring that managers are alerted to these crucial interactions. On the other hand, executives can have the assurance that their strategic initiatives, such as standardized sales processes, messaging, and methodology adoption, are effectively implemented and utilized by their sales teams. 

Pros:

• Enhances sales team collaboration and forecasting accuracy.
• Provides actionable insights to improve deal execution.
• Integrates with popular CRM and communication tools.

Cons:

• Initial setup and data integration may require time and resources.
• Advanced features may be complex for some users.

Instantly

Instantly is an AI-powered cold email solution that helps sales teams scale their outreach with tools such as email validation and bulk domain testing; campaign builder and integrations; and inbox rotation.

The platform’s bulk domain tester evaluates domain configuration in one click, ensuring emails don’t get bounced back from invalid addresses. Instantly’s intuitive Campaign Builder, with features like variables, sequences, and smart scheduling allows users to personalize outreach and boost response rates. The campaign builder integrates with Zapier and webhooks for advanced automation. The Inbox rotation consolidates multiple sending accounts into a single campaign, rotating emails between accounts for a natural and engaging experience.

Pros:

• Efficient lead list management and domain setup for improved cold emailing
• Intuitive Campaign Builder with features like variables and smart scheduling to enhance email campaign effectiveness
• Seamless integration with Zapier and webhooks for advanced automation

Cons:

• Limited customization options may restrict certain campaign configurations
• Learning curve may be required to fully utilize all the features and functionalities
• Reliance on external integrations for certain automation capabilities

Conversica

Conversica provides virtual assistants and a conversational AI platform for lead engagement and nurturing. It initiates, follows up, and qualifies leads through natural language conversations and provides lead scoring and prioritization for sales teams.

The virtual assistants, which the platform calls its Revenue Digital Assistants, are prebuilt and trained on over 1,000 conversations, and can conduct personalized conversations across email, SMS and chat in the contact’s language of choice. Conversica claims to be supported by self-learning AI models and a dedicated team of data scientists and conversation specialists who are constantly monitoring, refining and optimizing the models and conversations.

Pros:

• Conversica’s AI-powered tool engages leads in personalized conversations, increasing the chances of conversion.
• Automates lead follow-up, ensuring timely and consistent communication without manual effort.
• Analyzes lead responses and behaviors, providing insights to prioritize high-quality leads for sales teams.

Cons:

• There is a chance of misinterpreting or misunderstanding certain responses or context from leads.
• The level of customization and fine-tuning of the AI tool may be limited.

Drift

Using conversation AI, Drift enables businesses to engage with website visitors in real-time, providing personalized and interactive experiences. Its chatbots capture leads, qualifies prospects, and even schedules meetings, all while providing a seamless and human-like conversational interface.

Its generative AI provides real-time intent insights, and communication channels to boost sales productivity. Drift’s chatbots can also handle multiple conversations simultaneously, ensuring prompt responses and improved customer satisfaction. It integrates with various CRM and marketing automation systems like Outreach, Salesloft, Salesforce, Slack and Zoom to enhance sales and marketing alignment.

Pros:

• Captures and qualifies leads using AI chatbots.
• Provides customers with instant responses to their inquiries.

Cons:

• Implementing a conversational AI platform like Drift may require initial setup and integration with existing systems.
• AI may not fully understand the nuances or context of customer queries.

Twain

Twain is an AI communication assistant tool that helps sales and marketing teams increase their conversion rates with outreach sequencing. Users who need a message drafted can simply insert their outreach message into Twain’s editor, which will then suggest improvements. 

The tool will write a great opener, provide examples of when to avoid filler words, and explain why a clear question at the end of an email is more effective. The platform’s AI will also analyze a sales pitch to help users focus on the benefits on offer while keeping the message precise, to the point and simple.

Pros:

• Provides coaching and recommendations on drafting outreach messages.
• Available as a Chrome extension.

Cons:

• Limited functionalities compared to other AI-powered email solutions.
• Doesn’t integrate with existing CRM tools.

Octane

Octane is a tool that uses AI to personalize the shopping experience for customers on ecommerce platforms. Users can create product quizzes, customer insight surveys, educational conversations, and gift finders for their storefront using Octane. This helps shop owners to collect customer insights and use AI to highlight products that fit each customer’s needs, showcase relevant content and reviews, and answer questions holding them back from purchasing.

The platform also provides an AI insights analyst that can analyze product reviews, conduct research, and generate a report that identifies the most frequently mentioned positive and negative product features, seasonal trends, and product variants that receive better or worse reviews. It can also execute tasks ranging from analysis, content creation, strategy suggestions, persona building, educational content and promotional content.

Pros:

• AI-powered tools allow businesses to create personalized quizzes, surveys, and conversations that cater to each customer’s preferences.
• Shop owners can collect valuable customer insights through quizzes and surveys, helping them understand their customers’ needs and preferences better.
• Octane’s AI capabilities enable businesses to highlight products that are relevant to each customer’s needs, increasing the chances of conversion and customer satisfaction.

Con:

• Implementing Octane and integrating it with existing ecommerce platforms may require technical expertise and time for configuration.

AI Tools for Sales Cheatsheet

FAQ

AI tools for sales leverage advanced algorithms and machine learning techniques to analyze vast amounts of data, identify potential leads, and segment customers effectively. By analyzing customer behavior, purchase history, and demographic information, AI tools can generate valuable insights that help sales teams identify high-quality leads. These tools automate lead scoring, allowing sales teams to prioritize their efforts and focus on leads with the highest likelihood of conversion. With AI tools, sales teams can streamline lead generation processes, improve targeting, and increase conversion rates.

AI tools excel at analyzing historical sales data, market trends, and external factors to generate accurate sales forecasts. By leveraging predictive analytics, these tools provide sales teams with valuable insights into future sales performance. AI tools can identify patterns, predict customer buying behavior, and even forecast demand for specific products or services. By incorporating these insights into their strategies, sales teams can make data-driven decisions, allocate resources effectively, and proactively plan for future sales scenarios.

AI tools for sales utilize customer data and machine learning algorithms to deliver personalized communication at scale. These tools can analyze customer interactions, preferences, and purchase history to generate tailored recommendations and messaging. By automating the process of personalization, sales teams can create customized experiences for each customer, enhancing engagement and building stronger relationships. AI tools enable sales professionals to deliver the right message to the right customer at the right time, leading to higher customer satisfaction and increased sales opportunities.

One major concern is the dependence on technology, which can lead to system failures or inaccuracies in data analysis. Privacy concerns also arise as AI tools require access to customer data, raising ethical considerations related to data usage and protection. Additionally, there may be concerns about job displacement or changes in the sales profession due to automation. It’s important for organizations to address these risks by implementing proper data security measures, ensuring transparency in AI-driven processes, and providing training and support to sales professionals.

Conclusion

AI tools have emerged as valuable assets for sales teams, offering practical benefits and enhancing their capabilities in the modern business landscape. These tools leverage advanced algorithms and machine learning techniques to automate tasks, analyze data, and provide actionable insights.

However, it’s important to be mindful of the potential risks associated with using AI tools. Dependence on technology may lead to system failures or inaccuracies, and privacy concerns regarding customer data usage must be addressed. Organizations should prioritize data security and transparency in their AI-driven processes.

Read more about AI:

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• Top 10 Crypto Research Firms in 2023
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About The Author

Cindy is a journalist at Metaverse Post, covering topics related to web3, NFT, metaverse and AI, with a focus on interviews with Web3 industry players. She has spoken to over 30 C-level execs and counting, bringing their valuable insights to readers. Originally from Singapore, Cindy is now based in Tbilisi, Georgia. She holds a Bachelor's degree in Communications & Media Studies from the University of South Australia and has a decade of experience in journalism and writing. Get in touch with her via [email protected] with press pitches, announcements and interview opportunities.

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Cindy Tan

• 

Cindy Tan

Cindy is a journalist at Metaverse Post, covering topics related to web3, NFT, metaverse and AI, with a focus on interviews with Web3 industry players. She has spoken to over 30 C-level execs and counting, bringing their valuable insights to readers. Originally from Singapore, Cindy is now based in Tbilisi, Georgia. She holds a Bachelor's degree in Communications & Media Studies from the University of South Australia and has a decade of experience in journalism and writing. Get in touch with her via [email protected] with press pitches, announcements and interview opportunities.

More articles