23 AI Sales Tools to Increase Efficiency in 2024

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Top 23 AI Sales Tools to Improve Your Sales Processes

When selecting an AI tool, it needs to match your organization’s goals.

To help you find your perfect match, we’ve sorted the top AI sales tools into categories based on the unique challenges they can address.

1. AI Sales Assistant

AI-driven sales assistant solutions streamline day-to-day operations for sales professionals.

AI sales assistant tools go beyond automating repetitive tasks, offering actionable recommendations and valuable insights to significantly enhance sales performance and efficiency.

A. Scratchpad

Scratchpad is an AI powered workspace for sales teams that improves visibility for leaders and makes collaboration and Salesforce pipeline management a fast, seamless experience. Its AI Sales Assistant is a game-changer for sales teams, streamlining task management and CRM updates with its sleek, user-centric interface and powerful machine learning capabilities.

Key Features

  • Automated Transcripts and Summaries: Transform sales conversations with AI-generated transcripts and clear, concise summaries. This automation simplifies the sales process, allowing managers to get better visibility and context into deals and allowing reps to focus on selling rather than administrative tasks.
  • AI-Powered Meeting Insights: Make the most of your meetings by customizing AI prompts to align with your specific processes, workflows, and methodologies for a tailored analysis. This results in actionable call summaries, ensuring crucial details are highlighted and easily accessible for follow-up actions.
  • Proactive AI Suggestions: Leverage sales AI to keep your CRM data accurate and comprehensive. Scratchpad automatically suggests updates for next steps, MEDDIC, or any Salesforce fields, streamlining sales operations and enhancing CRM maintenance efficiency.

Interested?

Discover more about Scratchpad’s capabilities and how it can transform your sales process.

Customer reviews

G2 rating: 4.8/5 stars (1,400+ reviews)

Pricing

Paid plans start at $29/user/month.

B. Salesforce Sales Cloud

Salesforce Sales Cloud, powered by the AI capabilities of the Einstein 1 Platform, is a leading CRM solution in Salesforce’s extensive product suite. Organizations can accelerate deal closures and drive revenue growth with guided selling, AI-driven insights, and predictive analytics.

Key Features

  • Generative AI: Harness both external and existing sales data to effortlessly create personalized emails, generate concise call summaries, and conduct comprehensive account and prospect research.
  • Enhance Conversations: Unlock valuable insights from every conversation, identifying key deal moments and customer signals. Visualize trends for strategic adjustments and equip a sales rep with actionable alerts for timely follow-ups.
  • AI-Driven Insights and Automation: Capture essential customer data and eliminate guesswork. With sales AI, you can accurately assess pipeline health, prioritize the leads and deals that matter most, and streamline decision-making processes.

Customer reviews

G2 rating: 4.3/5 stars (18,700+ reviews)

Pricing

Paid plans start at $25/month.

C. HubSpot Sales Hub

HubSpot Sales Hub offers powerful generative AI tools to simplify operations. It helps small to enterprise businesses automate tasks, personalize interactions, unveil valuable insights, and streamline workflows.

Key Features

  • Content Assistant: Elevate websites, blogs, social media posts, and more with generative AI to instantly create captivating copy. Integrate ChatSpot, a conversational AI app, into your HubSpot CRM for insights, real-time research, and keyword rankings.
  • Analytics and Reporting: Gain better pipeline visibility with comprehensive analytics to enhance sales forecasting. You can also track team sales performance and leverage conversational AI for insights into customer feedback and trends.
  • Automation and Integration: Save time for sales teams by setting up and automating tasks like email sequences, prospect follow-ups, and assignments.

Customer reviews

G2 rating: 4.4/5 stars (11,000+ reviews)

Pricing

Paid plans start at $18/month.

D. Gong

Gong is a pivotal tool for revenue teams, leveraging advanced AI and context-aware insights to inform strategies and initiatives, ensuring businesses stay agile and competitive.

Key Features

  • Precision-Driven AI Insights: Track the full context of conversations, not just keywords, with Gong’s powerful AI models refined by billions of data points.
  • Generative AI: Generate call summaries that identify pain points, outcomes, and recommended next steps so revenue teams can take swift action.
  • Customizable AI and Speech Recognition: Ensure no critical moment is missed across global teams. Gong’s advanced speech-to-text models provide valuable insights in any language, thus facilitating a deeper understanding of customer needs and preferences.

Customer reviews

G2 rating: 4.7/5 stars (5,500+ reviews)

Pricing

Pricing is available upon request.

E. Momentum

Momentum is a comprehensive sales pipeline management platform with AI automation, that integrates with your entire revenue stack. It offers no-code, pre-assembled recipes for Slack deal rooms and deal desk approvals, driving sales velocity through enhanced collaboration and accountability.

Key Features

  • AI Call Summaries: Turn every sales call into actionable CRM data with AI-powered summaries. This feature saves hours of manual review and ensures timely insights for proactive decision-making.
  • AI Signals for Real-Time Intelligence: Extract key information from calls on product feedback, churn risks, or competitive mentions. Your teams will receive instant insights via Slack and can take immediate action, enhancing sales cycle efficiency and win rates.
  • MEDDIC and Follow-up Automation: Capture MEDDIC-related information and automatically update relevant fields in Salesforce to make admin tasks effortless. Additionally, Momentum instantly crafts tailored follow-up emails based on sales conversations, significantly reducing email prep time.

Customer reviews

G2 rating: 4.8/5 stars (17 reviews)

Pricing

Pricing is available upon request.

F. Qualified

Qualified is a pipeline generation AI tool. Perfect for Salesforce users, it drives conversions and organizes website traffic into a coherent view, enabling you to prioritize engagement with key buyers effectively.

Key Features

  • Generative AI for Personalization: Transform every website visit into a personalized journey. Qualified’s AI crafts tailored greetings, offers, and CTAs for each visitor, enhancing customer engagement and enabling dynamic, AI-driven chat and live conversations.
  • Website Conversion Optimization: Leverage Qualified’s optimization AI to continuously improve your website’s performance. It identifies high-impact areas for testing and optimizes content placement to maximize conversion rates, ensuring your site is always primed for visitor engagement.
  • Predictive Account Insights: Pinpoint in-market accounts with Qualified’s Predictive AI, which analyzes visitor behavior to identify buying signals so your sales team can focus their strategic efforts on the most promising leads.

Customer reviews

G2 rating: 4.9/5 stars (950+ reviews)

Pricing

Paid plans start at $3,500/month.

G. Fathom

Fathom is a free app that captures crucial information from meetings, freeing reps to fully engage in conversations without the distraction of note-taking.

Key Features

  • AI Sales Assistant: Transcribe any sales call in one click, highlight important moments, alert reps to keywords, and generate concise summaries. You can further streamline your workflow by auto-syncing call notes to Salesforce, HubSpot, or Close CRM.
  • Sharing & Organization: Store customer calls in one searchable location so users can share post-call clips in an instant. This centralization also ensures seamless handoffs from sales to success, preserving context even when team members change.
  • Call Analytics: Create playlists to showcase an exemplary sales call for targeted training. Fathom automatically tracks metrics like call volume, duration, and success rates per rep, enabling you to identify who’s outperforming or requires more coaching.

Customer reviews

G2 rating: 5/5 stars (1,900+ reviews)

Pricing

Free.

2. AI Prospecting & Personalization

Elevate your prospecting efforts and personalize your strategy with sales AI. These generative AI tools not only optimize email deliverability and tailor messages at scale but also adapt your approach based on unique customer behavior and preferences.

By fine-tuning messaging, timing, and follow-up strategies across all touchpoints, AI ensures every interaction is individualized and impactful, serving to deepen customer relationships and drive conversions.

A. Regie AI

Regie AI is a prospecting tool that helps reps, combining generative AI and system data to create hyper-personalized emails for every potential customer in seconds.

Key Features

  • Audience Discovery: Identify untapped target accounts and contacts, seamlessly expanding your CRM database and reducing reliance on external data sources for list building.
  • Outbound Prioritization: Target prospects in active buying cycles by identifying and analyzing promising signals with Regie AI’s customer engagement and intent data.
  • Intelligent Content Creation: Leverage Regie AI’s generative technology to produce contextually relevant messages. Emails automatically adjust to buyer engagement levels, nurturing unengaged prospects until they’re sales-ready and accelerating interactions (e.g., booking meetings) with any potential customer.

Customer reviews

G2 rating: 4.5/5 stars (303 reviews)

Pricing

Pricing is available upon request.

B. Outreach

Outreach is a sales tool that utilizes automation and AI to streamline every sales pipeline stage. This leading platform empowers sales professionals to manage deals efficiently and forecast accurately, boosting go-to-market activities across the revenue cycle.

Key Features

  • Smart Automation: Leverage speech recognition for real-time call transcriptions and smart email assist for contextually relevant, auto-generated responses. This feature adjusts for out-of-office prospects and reaches out to new contacts or pauses sequences as needed.
  • Predictive Insights and Decision Support: Predict deal outcomes with forecast simulations and health scores to receive tips to keep deals on track. This includes sentiment analysis to gauge buyer engagement, helping teams anticipate and prepare for various sales scenarios.
  • Optimized Strategies: Improve customer engagement with integrated A/B testing and job title classification, allowing for targeted, persona-based communication. This strategic feature empowers each sales representative to identify and replicate their most successful messaging and workflows.

Customer reviews

G2 rating: 4.3/5 stars (3,380+ reviews)

Pricing

Pricing is available upon request.

C. Salesloft

Salesloft is an AI tool that guides teams through optimized workflows for building pipelines, retaining customers, and accurate sales forecasting, all within a unified platform.

Key Features

  • AI-Driven Workflow Prioritization: Synthesize signals from various sources to create a prioritized action list. This ensures that each sales representative focuses on the most impactful activities, from booking meetings to opening opportunities, without the distraction of task-switching.
  • Explanatory AI Insights: Enhance task prioritization and understand the ‘why’ behind each recommended action. Salesloft educates reps on the potential outcomes of their actions, enabling repeatable success through a deeper understanding of each task’s significance.
  • Automated Follow-ups and Content Creation: Automate introductory and follow-up emails with preloaded templates based on call summaries and action items. This accelerates the sales process, ensuring timely and relevant communications with prospects while significantly reducing administrative burdens.

Customer reviews

G2 rating: 4.5/5 stars (3,850+ reviews)

Pricing

Pricing is available upon request.

D. Autobound

Autobound is a sales acceleration tool that streamlines writing processes. It taps into detailed information from LinkedIn profiles, YouTube, news, and more to customize content for each prospect.

Key Features

  • Selective Email Personalization: Choose specific emails within a sequence for Autobound to personalize, threading impactful content into your outreach without changing other steps like calls or LinkedIn messages.
  • Automated Research and Content Generation: Utilize automatic prospect research from diverse data sources to generate highly personalized content (e.g., cold emails, call scripts, LinkedIn connection requests, etc.) tailored to each prospect’s background and interests.
  • Integration of Sales Assets: Upload and integrate essential sales materials directly into Autobound to guide AI personalization, enriching your messaging with relevant product details, discounts, white papers, and customer stories for a more compelling outreach.

Customer reviews

G2 rating: 4.9/5 stars (171 reviews)

Pricing

Paid plans start at $39/user/month.

E. Lavender

Lavender is an AI tool that helps salespeople craft the perfect message every time, blending advanced AI analysis with a deep understanding of both sender and recipient needs to ensure your emails aren’t just seen but engaged with.

Key Features

  • Email Coach: Level up your emails with Lavender’s Email Coach. It uses generative AI and data insights to grade your drafts, offering tips to boost reply rates and keep you ahead of the game with evolving email trends.
  • Sales Assistant: Forge meaningful connections with your recipients and weave personalized elements into your emails based on suggestions that pull from data and personality insights.
  • Data-Driven Insights: Track your team’s progress, discover effective strategies, and identify areas for improvement, all within a framework designed to enhance ROI and team success.

Customer reviews

G2 rating: 4.9/5 stars (58 reviews)

Pricing

Paid plans start at $29/month.

F. Humanlinker

Humanlinker offers personalized prospecting and an AI-driven sales assistant to enhance efficiency throughout the sales cycle.

Key Features

  • AI Sequence Builder: Revolutionize your outreach with hyper-personalization at scale. Generate comprehensive sequences in seconds—from LinkedIn invitations to follow-up emails—with just one click, leveraging Humanlinker’s AI to ensure relevance and engagement.
  • DISC Personality Analysis: Gain a deeper understanding of individual prospect personality traits. Receive tailored recommendations for communication, trust-building, and negotiation to enhance your approach.
  • AI Sales Assistant: Elevate your strategy with a 360° view of target accounts and key prospects. Humanlinker’s sales assistant equips you with 75+ real-time data points, from trigger events to financial insights, for informed decision-making.

Customer reviews

G2 rating: 4.6/5 stars (7 reviews)

Pricing

Paid plans start at $55/month.

G. Tavus

Tavus stands out as an innovative video personalization platform, transforming ordinary customer touchpoints into tailored, AI-generated video experiences.

Key Features

  • Realistic 1-to-1 Video Creation: Enhance synthetic media with advanced AI voice and facial cloning to mimic authentic emotion and speech patterns. This ensures each video feels like a one-on-one conversation, fostering a genuine human connection with your audience.
  • Limitless Customization and Scalability: Create just one template for repeatable success and generate millions of videos in seconds, each unique regardless of the scale.
  • Engagement-Driven Features: Bolster your message with fully customizable CTAs, colors, and logos that align with your brand identity, or incorporate personalized backgrounds like a customer’s website or LinkedIn profile to enhance engagement and conversion rates.

Customer reviews

G2 rating: N/A

Pricing

Pricing is available upon request.

3. AI Sales Enablement

By harnessing artificial intelligence, sales enablement platforms supercharge your entire sales force, delivering the right resources, content, and guidance at the right time.

A. FlashInfo

FlashInfo is a Flashintel product built to empower revenue teams with comprehensive customer engagement capabilities and a vast B2B intelligence database.

Key Features

  • Prospecting: Discover valuable prospects to enrich your pipeline via a network of over 1 billion contacts. This feature allows for precise targeting with 30+ custom filters, including social intent, job postings, company growth, and more.
  • Social Intent Analysis: Gain deep AI insights into lead behaviors and tailor your customer engagement and outreach campaigns accordingly.
  • Data Enrichment: Gain valuable insights into your leads once you align your contact lists with FlashInfo’s extensive fields. Also, keep your lists clean, accurate, and up-to-date with automated verification tools.

Customer reviews

G2 rating: 4.7/5 stars (624+ reviews)

Pricing

Paid plans start at $550/month.

B. SellMeThisPen

SellMeThisPen is an all-in-one AI sales training tool that equips salespeople with everything they need for sales conversations while minimizing tedious manual tasks.

Key Features

  • AI Roleplay Training: Engage in immersive cold call and discovery meeting simulations with customizable AI buyers. This innovative training environment helps sellers hone their skills before engaging with real clients.
  • Real-Time Call Assistance: Benefit from on-the-spot guidance during client calls, ensuring you never miss an important question or stumble on objections again. This feature guarantees more effective and smoother conversations.
  • AI Call Notes: Receive instant AI-generated call summaries and sync notes to your CRM with a single click, allowing every sales rep to dedicate more time to selling and less to administrative work.

Customer reviews

G2 rating: N/A

Pricing

Paid plans start at $39/month.

C. Highspot

Highspot redefines sales enablement. Its AI assistant, Highspot Copilot, is designed to foster strategic growth and boost sales teams’ efficiency.

Key Features

  • Real-Time Resource Access: Eliminate the need to sift through assets individually and deliver quick responses to buyer inquiries with the help of Highspot Copilot’s extensive resource library.
  • Automated Communications: Auto-draft personalized communications, digital sales rooms, and templates, optimizing time spent on deal advancement.
  • AI-Enhanced Content Optimization: Gain smarter content insights with Highspot’s detailed engagement metrics and CRM integration to link sales efforts directly to revenue.

Customer reviews

G2 rating: 4.7/5 stars (1,000+ reviews)

Pricing

Pricing is available upon request.

D. Ravyn

Ravyn is a sales enablement and relationship management platform that harnesses ultra-fast AI to capture valuable insights for revenue growth and enhanced client relationships.

Key Features

  • Automatic Insight Capture: Capture and categorize insights directly from your notes, with extra context just one click away.
  • Next-Generation Client Profiles: Generate advanced client profiles based on captured insights, fostering deeper, more meaningful engagement. Ravyn offers a humanized view of clients, transforming cold contacts into loyal clients and enriching CRM data beyond traditional capabilities.
  • Rapid Contact Segmentation: Say goodbye to manual list-building within your CRM. Ravyn’s AI-driven insights allow for lightning-fast segmentation of contacts into actionable groups, saving time and enhancing the personalization of your sales funnel.

Customer reviews

G2 rating: 5/5 stars (1 review)

Pricing

Paid plans start at $14/month.

4. AI Data Insights

Tools with advanced AI algorithms, machine learning, and analytics can sift through vast amounts of sales data to uncover meaningful patterns. These insights offer a deep dive into pipeline dynamics and sales metrics, empowering sales professionals to optimize their strategies, anticipate future trends, and drive growth with data-driven precision.

A. Zoho Zia

Zoho Zia, the conversational AI within Zoho’s CRM suite, optimizes operational efficiency for sales teams with powerful predictive analytics.

Key Features

  • Predictive Insights: Harness Zia’s predictive analytics for strategic foresight into optimal contact times and cross-sell opportunities. By analyzing sales rep activities, tasks, and customer data, Zia uncovers trends and pinpoints high-probability deals with remarkable accuracy.
  • Automated Efficiency: Let Zia handle tasks for you, like assigning leads, taking notes, making calls, creating tasks, or generating reports. Zia further boosts efficiency by recognizing sales patterns and suggests ways to automate workflows.
  • Anomaly Detection: Respond quickly to unexpected changes in sales dynamics with real-time anomaly alerts. Stay ahead of potential issues or advantages, such as sudden increases in calls or drops in lead generation.

Customer reviews

G2 rating: 4/5 stars (27 reviews)

Pricing

Paid plans start at $12/month.

B. ZoomInfo (Chorus)

ZoomInfo is a B2B go-to-market platform. Its AI conversation intelligence product, Chorus, analyzes customer interactions to guide strategies, helping teams close more deals and hit their quota.

Key Features

  • Conversation Intelligence: Capture all customer interactions, including calls, meetings, and emails, with instant access to transcriptions and insights. Monitor metrics like talk-to-listen ratios and filler word usage to improve sales performance across teams and reps.
  • Sales Coaching: Explore detailed customer language analysis and the trends impacting your deals. By identifying and replicating winning behaviors across teams, you ensure adherence to sales methodologies, elevating overall team performance.
  • Advanced Deal Intelligence and Sales Forecasting: Understand which deals drive revenue by auto-syncing contacts and communications across tech stacks, enabling you to confidently forecast and maintain account momentum.

Customer reviews

G2 rating: 4.4/5 stars (7,900+ reviews)

Pricing

Pricing is available upon request.

5. AI Lead Management

By utilizing AI algorithms and artificial intelligence, lead management sales software optimizes identification, scoring, and nurturing processes.

Beyond mere organization, they offer predictive insights into lead behavior, streamlining the sales funnel for efficiency and personalized outreach.

A. JustCall

JustCall is a customer communication platform that improves and maintains conversation quality with AI-driven intelligent insights.

Key Features

  • Workflow Automation: Automate transcriptions, summaries, and script suggestions to significantly reduce call handle times and guide agents. This way, your agents receive the support they need before, during, and after calls with minimal effort.
  • Comprehensive Conversation Insights: Extract crucial insights and opportunities from every conversation. Track key moments, topics, and how a customer’s sentiment evolves through the call to better understand the reasons behind their decisions.
  • AI Sales Assistant: Elevate sales rep effectiveness with detailed call analysis, tracking sentiment, sales performance, and keywords. Highlight areas for agent training and fine-tune customer interactions with real-time cues.

Customer reviews

G2 rating: 4.2/5 stars (350+ reviews)

Pricing

Paid plans start at $39/month.

B. Freshsales

Freshsales is a sales tool from Freshworks (a CRM platform). Its smart assistant, Freddy AI, helps sales teams engage each potential customer effectively and close deals faster.

Key Features

  • Efficient Lead Management: Build a robust pipeline and effortlessly capture, score, and track leads with Freddy AI. It also resolves any duplicate contacts in your CRM, enabling more efficient operations.
  • Smarter Campaigns: Run intelligent campaigns by drilling deep into sales data via lead scoring and segmentation. This enables you to create high-converting, tailored content that best reflects your brand voice and value proposition. 
  • AI-Enhanced Insights: Get a 360° view of your leads so you can engage with them on their preferred channels with deep context. Intent scores help prioritize valuable opportunities and boost conversions.

Customer reviews

G2 rating: 4.2/5 stars (890+ reviews)

Pricing

Paid plans start at $29/month.

C. Seamless AI

Seamless AI is a lead management solution for B2B sales teams, delivering a real-time search engine, verified contacts, and innovative sales acceleration features.

Key Features

  • AI-Powered Search: Count on Seamless AI’s real-time search engine to keep your sales data fresh and up-to-date. It will automatically and continuously update lists with verified contacts only — no more dead phone lines or bounced emails.
  • Advanced Sales Intelligence: Tap into buyer intent data to spot sales-ready prospects. Once identified, Seamless AI will prompt you to reach out to leads at the right moment, driving deal closures and revenue growth.
  • Automated Sales Enablement: Save countless hours and automate list-building to help your team build pipeline, focus on high-value activities, and close deals faster than ever.

Customer reviews

G2 rating: 4.2/5 stars (1,300+ reviews)

Pricing

Free.

With such an impressive lineup, you’re probably wondering how to choose the best AI sales tool for your needs. To make an informed choice, you must first know exactly what you stand to gain from AI technology.

Let’s dive in.

Why Does Your Business Need AI Sales Software?

Make no mistake, AI is playing an increasingly instrumental role in modern sales strategies. Here’s a closer look at why:

  • Boost Productivity and Efficiency: Automate mundane tasks like lead qualification and follow-up scheduling, freeing your team to concentrate on engaging with prospects and closing deals.
  • Enhance Reporting and Analytics: Sharpen decision-making by providing precise sales trends and customer behavior analytics. This capability allows for real-time KPI tracking and strategic adjustments, aligning your efforts with the most current insights.
  • Enable Personalization at Scale: By analyzing diverse pools of sales data in seconds—what used to take hours now becomes effortless. AI enables teams to tailor their approach, content, and outreach on an unprecedented scale.

But just how impactful can AI sales tools be for your bottom line? Let’s dive into the numbers.

According to Harvard Business Review, organizations can slash sales costs by 40% to 60% by implementing AI. Yet, recent data from McKinsey suggests slightly lower cost reductions around 28%.

But the real eye-opener?

McKinsey’s research also reveals that AI can boost sales by 70%, indicating its most significant benefit may lie in driving revenue.

Of course, such success largely depends on how you use artificial intelligence in your sales processes.

4 Key Factors to Consider When Choosing Your AI Sales Tool

AI sales software can do a lot of the heavy lifting for your business. But unleashing its true power requires strategic integration, not just setting it on autopilot.

So, let’s delve into four major details that will refine your selection process.

1. Choose the Right AI Tool for Your Needs

Look beyond feature sets and define your objectives.

Do you aim to streamline sales processes, improve lead management, or enable personalization at scale? Each goal will point you toward different AI solutions.

For example, if lead qualification consumes too much time, an AI sales assistant tool that automates this process is key. Conversely, if understanding customer behavior is your challenge, prioritize sales software that offers predictive analytics.

The right choice is less about the complexity of the sales software and more about its fit with your strategic goals, ensuring the technology you adopt delivers the intended benefits efficiently.

2. Add a Human Touch

AI should augment—not replace—the human aspect of sales, blending technology with the indispensable value of personal touch.

This foundational principle underscores the importance of human interaction within an AI-powered approach.

While AI-driven automation can significantly enhance efficiency and productivity, the human-led approach is what truly cultivates lasting relationships with customers.

Strive for a balance where technology supports and enhances human efforts rather than replacing them. Remember, the most successful sales strategies leverage AI to enhance, not diminish, the personal touch at the heart of every customer interaction.

3. Invest in Team Training and Development

Successfully integrating an AI tool into your sales process hinges on your team’s ability to effectively utilize these technologies. Invest in comprehensive AI training and ongoing support to ensure seamless adoption and maximize the benefits of your chosen solution.

Some sales software also offer streamlined onboarding and user-friendly training resources to facilitate a smoother transition.

4. Centralize Your Sales Platform

Adding too many tools to your workflow is never a good idea. It often results in errors and inefficiencies, such as duplicate data entry, missed notifications or reminders, disjointed communication, and so on.

That’s why using a centralized platform, like HubSpot or Salesforce, is crucial, allowing your sales team to manage pipeline activities in one place. These comprehensive solutions can significantly reduce the inefficiency that comes with juggling multiple tools.

However, even these powerful platforms may have gaps in meeting your team’s specific needs. Complex interfaces and inadequate reporting can drive sales teams back to spreadsheets, undermining the efficiency AI promises to deliver.

A well-chosen add-on can fill these gaps without overburdening your team.

That’s where Scratchpad comes into play, amplifying your CRM’s advantages while keeping day-to-day operations streamlined and agile.

Supercharge Sales Efficiency with Scratchpad

Simplify your sales process with Scratchpad! Visualize your pipeline with ease and keep every deal’s status at your fingertips.

Scratchpad aligns seamlessly with Salesforce, eliminating the need for multiple platforms so your team can focus on selling, not navigating software complexities. This single add-on streamlines your workflow, boosting both productivity and satisfaction across your sales team.

Automate your sales forecasting, update important fields in a flash, and assess deals from multiple angles.

Let’s take a closer look:

  • Say goodbye to manual note-taking! Scratchpad’s AI Sales Assistant provides AI-powered transcripts and post-call summaries, enabling you to log sales conversations in a snap.
  • Leverage Scratchpad’s no-code automations to effortlessly create and scale your sales processes, auto-generating Deal Rooms across all deal stages for more effective collaboration, visibility, and workflow efficiency.
  • Streamline your sales workflow with advanced views and quickly update Salesforce fields, objects, and actions.
  • Boost efficiency for your sales team and create workflow tiles for quick access to essential data.
  • Identify missing fields and pipeline gaps with deal spotlights, ensuring accurate sales forecasting and alignment with expected close dates.
  • Edit, share, templatize, and seamlessly sync your sales notes directly with Salesforce.
  • Visualize your forecasts, track deal progression at all levels, and pinpoint what drives changes in your pipeline with Scratchpad’s multi-layered Forecasting features.

Harness AI Technology to Drive Sales Success

In today’s fast-paced digital landscape, sales units can’t afford to overlook the power of AI sales tools.

Remember, your chosen sales tool must enhance your strategy without sacrificing personal customer interaction or team dynamics.

It should also align with your objectives and CRM system, a task where Scratchpad excels. It streamlines your workflow, ensuring that technology enhances, not hinders, your sales team’s efficiency and effectiveness.

Don’t let your sales strategy lag behind.

Try Scratchpad for free now and transform your sales process today!