9 Best Cloud Software for Sales Reps: Top Tools in 2024

Raz Popescu
Raz Popescu
LAST UPDATED
September 16, 2024
TL;DR

Here are the 9 best cloud software for sales reps.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you're in sales, you might love Bardeen's Agent for sales. It helps with prospecting, lead generation, and email outreach. Use it to save time and focus on high-value leads.

Are you a sales representative looking for the best cloud software to streamline your workflow and boost productivity? Look no further! In this comprehensive guide, we've curated a list of the top 9 cloud-based AI sales prospecting tools designed specifically for sales professionals like you.

Each software has been carefully evaluated based on its key features, pros, cons, and real-world customer reviews to provide you with an in-depth overview of the best options available. Whether you're seeking AI-powered automation, seamless CRM integration, or robust analytics, you'll find a sales prospecting tool that fits your needs.

From industry leaders like Salesforce and HubSpot to specialized solutions such as Ambition and UpLead, our list covers a wide range of software catering to various aspects of the sales process. We've also included pricing information and user ratings from popular review platforms to help you make an informed decision.

By the end of this article, you'll have a clear understanding of the top cloud software for sales representatives and be well-equipped to choose the perfect tool to enhance your sales performance. Let's dive in and explore these game-changing solutions!

1. Bardeen

If you're looking for a cloud software that can automate repetitive tasks and speed up workflows, Bardeen is an excellent choice. With its ability to control any browser tab and run automations 24/7, Bardeen offers unmatched flexibility and efficiency. Sign up for Bardeen for free and see how it can transform your sales processes.

Key Features

Bardeen's key features make it a top choice for sales representatives:

Popular Use Cases

Pros

Cons

  • Steeper learning curve compared to simpler sales automation tools
  • Higher pricing for premium features and credits
  • Requires some technical know-how for advanced automations

Reviews

G2 reviewers give Bardeen 4.9 out of 5 stars, with users praising its time-saving benefits and powerful automation features. One reviewer noted, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

On Capterra, Bardeen has an overall rating of 4.5 out of 5, with high scores for ease of use, customer service, and value for money. A user shared, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

Reddit users who have tried Bardeen for sales automation appreciate its user-friendliness and extensive integration options, though some caution against excessive use to avoid LinkedIn account restrictions.

Pricing

  • Free plan: Unlimited non-premium usage, 2 weeks of free access to the Pro tier
  • Professional plan: $10/month for 500 credits, generative AI actions, CRM integrations, advanced scraping, premium integrations and actions
  • Business plan: $15/month for teams with less than 100 people, 500 credits, flexible user administration, admin analytics dashboard, teamwide automations, onboarding & training
  • Enterprise plan: Custom pricing for larger teams with more specific needs

Download the Bardeen Chrome extension and start a 14-day free trial of premium features to experience the power of AI-driven sales automation firsthand.

2. Pipedrive

Pipedrive is a top-rated CRM and sales pipeline management software that helps sales teams stay organized, track deals, and close more sales. With AI-powered features like lead scoring, sales forecasting, and personalized recommendations, Pipedrive streamlines the sales process and boosts productivity.

Key Features

Pipedrive's key features make it a standout choice for managing sales activities:

  • Visual sales pipeline for tracking deals and spotting opportunities
  • Customizable pipelines tailored to your unique sales process
  • AI-powered insights and recommendations to optimize performance
  • Extensive integrations with 400+ apps for seamless workflow

Popular Use Cases

  • Organizing customer data and interactions in one central hub
  • Automating follow-ups and ensuring timely responses to leads
  • Analyzing team performance for continuous improvement

Pros

  • Intuitive interface and easy setup
  • Robust mobile apps for selling on the go
  • Affordable pricing plans for teams of all sizes

Cons

  • Limited customization options compared to some CRMs
  • Phone support only available on higher-tier plans

Pricing

  • Essential plan starts at $14 per user/month billed annually
  • Advanced plan starts at $34 per user/month billed annually
  • Professional plan starts at $49 per user/month billed annually
  • 14-day free trial available, no credit card required

Reviews

On Capterra, Pipedrive has an overall rating of 4.0 based on 15 reviews. Users praise its efficiency, simple setup, and helpful automation. Some note minor UX issues.

G2 reviewers give Pipedrive 4.3 out of 5 stars. They highlight the intuitive interface, customization options, and how it simplifies complex sales processes. A few mention wanting more bulk editing tools.

Across Reddit and TrustRadius, users find Pipedrive an excellent value for unifying sales systems. They appreciate features like activity reminders and visual pipelines. The consensus is Pipedrive effectively manages client bases for an affordable price.

3. Salesforce

Salesforce is a comprehensive customer relationship management (CRM) platform that offers a wide range of features, including AI-powered sales tools. Its predictive analytics capabilities, powered by machine learning algorithms, make it an excellent choice for sales teams looking to optimize their strategies and maximize revenue opportunities.

Key Features

  • Lead, account, contact, and opportunity management
  • Forecast management and predictive AI
  • Lead and opportunity scoring
  • Einstein activity capture for automated data entry

Popular Use Cases

  • Prioritizing leads based on likelihood to convert
  • Identifying key factors influencing sales performance
  • Automating data entry and administrative tasks

Pros

  • Robust predictive analytics and AI capabilities
  • Seamless integration with other Salesforce products
  • Extensive customization options and app ecosystem

Cons

  • Higher cost compared to some alternatives
  • Steeper learning curve due to feature complexity
  • Additional fees for certain advanced features

Reviews

G2 users give Salesforce an average rating of 4.5 out of 5 stars, with 76% of reviews being 5 stars. Reviewers praise its comprehensive feature set and customization options.

On Capterra, Salesforce has an overall rating of 4.4, with users highlighting its powerful automation and AI capabilities. Some note the initial complexity and learning curve.

Reddit sentiment is generally positive, with users appreciating Salesforce's extensive features and scalability. However, some mention the higher costs and potential complexity for smaller businesses.

Pricing

  • Essentials: $25 per user/month
  • Professional: $80 per user/month
  • Enterprise: $165 per user/month
  • Unlimited: $330 per user/month
  • All prices billed annually. Free trial available.

4. HubSpot Marketing Hub

HubSpot Marketing Hub is a comprehensive marketing automation platform that helps businesses attract, engage, and delight customers. With its powerful features and seamless integration with HubSpot's CRM, Marketing Hub enables teams to create personalized customer experiences across multiple channels. Its intuitive interface and robust analytics make it an excellent choice for businesses looking to streamline their marketing efforts and drive growth.

Key Features

HubSpot Marketing Hub offers a wide range of features to fuel your marketing campaigns:

  • AI-powered lead generation and marketing automation
  • Omni-channel campaigns across email, social media, ads, and web
  • Robust analytics to track ROI and optimize performance
  • Seamless integration with HubSpot CRM for end-to-end visibility

Popular Use Cases

  • Generating and nurturing qualified leads through targeted campaigns
  • Creating personalized content and experiences based on customer data
  • Measuring marketing impact on revenue with closed-loop reporting

Pros

  • Intuitive interface that's easy to use for marketers at any level
  • Powerful automation and personalization capabilities
  • Extensive resources and support to help users get the most value

Cons

  • Higher pricing compared to some other marketing automation tools
  • Initial learning curve to fully utilize all the platform's features
  • Some limitations with third-party integrations outside the HubSpot ecosystem

Pricing

  • Starter: Starts at $45/month for 1,000 marketing contacts
  • Professional: Starts at $800/month for 2,000 marketing contacts
  • Enterprise: Starts at $3,200/month for 10,000 marketing contacts
  • Free tools available with limited features

Reviews

G2 users give HubSpot Marketing Hub an average rating of 4.3 out of 5 stars. Many praise its all-in-one functionality, ease of use, and excellent customer support. Some note the higher price point and learning curve as potential drawbacks.

On Capterra, HubSpot earns an overall rating of 4.5 out of 5. Reviewers highlight the platform's extensive feature set, intuitive interface, and seamless CRM integration. A few mention that the pricing model can become expensive as contact databases grow.

TrustRadius reviewers rate HubSpot Marketing Hub 8.1 out of 10 on average. Positive themes include its robust automation capabilities, all-in-one functionality, and strong onboarding and support. Some say the vast feature set can be overwhelming at first.

5. Close

Close is an all-in-one CRM built for small businesses looking to close more deals faster. With built-in calling, email, and SMS, you can manage your entire sales process without leaving your CRM. Close's productivity tools like Call Assistant, Workflows, and Power Dialer help you reach more leads and follow up more often.

Key Features

  • All-in-one CRM with built-in calling, SMS, and email
  • AI features like Call Assistant for automatic call transcription and summaries
  • Customizable Workflows to automate multi-channel outreach
  • Power Dialer to double your outbound call volume

These features make Close a powerful tool for small sales teams looking to streamline their workflow and close more deals.

Popular Use Cases

  • Inbound and outbound sales teams looking to manage their entire sales process in one place
  • Startups and small businesses who need a simple yet powerful CRM to scale
  • Sales teams who want to automate repetitive tasks and focus on selling

Pros

  • Fast setup and easy to use for small teams
  • Customizable and flexible to adapt to your sales process
  • Affordable and transparent pricing for growing businesses

Cons

  • May lack some advanced features needed by larger enterprise sales teams
  • Reporting can have a learning curve to set up and understand
  • No mobile app for Android (coming soon)

Pricing

  • Starts at $29/user/month for Essential plan
  • Most popular Professional plan is $109/user/month
  • Save up to 17% with annual billing
  • 14-day free trial, no credit card required

Reviews

On Capterra, Close has an overall rating of 4.0 out of 5. Users praise its intuitive interface, time-saving automation, and helpful customer support. Some noted the learning curve with reporting and desire for more customization for larger teams.

G2 reviews show users love Close's ease of use, sales pipeline management, and "exceptional" fit for SaaS sales teams. It has an average rating of 4.7 out of 5 stars.

On Reddit, users recommend Close as a solid choice for small to midsize sales teams. They highlight the auto dialer and simple importing of leads as standout features. The main drawback noted was some "funkiness" in the UI compared to legacy CRMs.

6. Freshworks

Freshworks is a cloud-based customer service, IT, and CRM software suite that's powerful yet easy to use. It's an ideal solution for sales representatives looking to streamline their workflows and close deals faster.

Key Features

Freshworks' AI-powered features make it a standout choice for sales teams:

  • Freddy AI offers deal recommendations to avoid bottlenecks
  • Automate tasks like sending emails, setting reminders, and customer onboarding
  • Get AI-powered insights for superior lead tracking

Popular Use Cases

  • Running smart sales campaigns with AI assistance
  • Planning and visualizing sales processes through Kanban views
  • Automating repetitive tasks to focus on selling

Pros

  • Intuitive and user-friendly interface
  • Robust AI capabilities for sales insights and automation
  • Good customization options to fit unique workflows

Cons

  • Customer support could be more responsive
  • Some limitations with integrations and data exporting

Pricing

  • Growth plan starts at $15/user/month billed annually (about $18 USD)
  • Pro plan at $39/user/month annually
  • Enterprise plan at $59/user/month annually
  • Free 21-day trial available

Reviews

On Capterra, Freshworks has an overall rating of 4.0 out of 5 from 15 reviews. Users praise its ease of use, helpful features, and value for money.

G2 reviewers give Freshworks CRM an average 4.5 out of 5 stars. A user notes, "It's very easy to navigate and configure the settings. The use of ticket templates makes it a lot easier for agents to provide the best solutions to customers with little effort."

On Reddit, users find Freshworks a reliable tool for streamlining customer support, though some note minor UX issues. One user shares, "Freshdesk addresses several key challenges for our team, primarily streamlining our customer support processes. It has not only improved customer satisfaction but also increased our team's productivity."

7. Ambition

Ambition is a sales enablement tool that encourages healthy competition among sales reps by integrating with data sources and scoring user performance in real time using benchmarks set by sales managers. It is included in this list of best cloud software for sales representatives because of its ability to motivate reps, increase CRM adoption, and provide valuable insights into sales performance.

Key Features

Ambition offers features that enable sales managers to effectively coach reps and drive performance:

  • Programmatically run high-impact coaching programs like call camps, 1:1s, peer to peer coaching, and team meetings
  • Leverage scorecards, metrics, and workflows to align on revenue goals and individual rep expectations
  • Weave sales gamification into your coaching strategy with competitions, accolades, and leaderboards

Popular Use Cases

  • Motivating sales reps with real-time performance visibility and recognition
  • Increasing CRM adoption and data accuracy
  • Identifying coaching opportunities and skills gaps

Pros

  • Personalized sales anthems and highlight feeds celebrate wins
  • Detailed analytics provide insights into individual and team performance
  • Integrates with Salesforce and other data sources for seamless tracking

Cons

  • Requires accurate CRM data entry by reps to be fully effective
  • Some learning curve for setting up more complex features
  • Pricing may be high for smaller sales teams

Pricing

  • Seller Recognition & Visibility: $19 per user/month
  • Productivity & Effectiveness: $40 per user/month
  • Sales Performance Platform: $60 per user/month

Reviews

On G2, Ambition has an average rating of 4.6 out of 5 stars from 572 reviews. 78% of users rated it 5 stars, praising its engagement and motivation capabilities.

One reviewer noted: "Ambition harnesses sales teams' competitiveness and always lets everyone know where they stand for the day. It's an easy solution for leadership to keep a watchful eye on reps' activity and leading indicators."

Some users mentioned a learning curve for back-end setup and recommended a longer trial period to fully evaluate the benefits. Overall, reviews indicate Ambition provides strong value for sales teams looking to boost productivity and culture through real-time performance insights and gamification.

8. Copper

Copper is a CRM platform built for Google Workspaces, designed specifically for small businesses. Copper offers various features that make it a popular choice for sales analytics, including sales pipeline management, interaction tracking, customizable reports, lead qualification, and predictive analysis.

Key Features

Copper's key features make it well-suited for sales analytics in small businesses:

  • Automatically captures data as customers move through a visual sales pipeline
  • Tracks and records customer interactions to monitor relationships
  • Generates customizable reports tailored to specific business needs
  • Identifies and prioritizes high-quality leads to focus sales efforts

Popular Use Cases

  • Visualizing the sales process and customer journey from lead to close
  • Understanding customer needs by tracking all interactions and communication
  • Generating insights to optimize sales performance and processes

Pros

  • Seamlessly integrates with Google apps for simplified workflows
  • Intuitive interface is easy to learn and navigate for small teams
  • Customizable pipelines and reports adapt to unique business requirements

Cons

  • Limited scalability for larger enterprises with complex sales processes
  • Pricing can be high for very small businesses on a tight budget
  • Focused primarily on Google Workspace, limiting integrations with other tools

Pricing

  • Starter plan starts at $23/user/month billed annually (about $27/month)
  • Professional and Business plans available for growing teams and advanced features
  • 14-day free trial offered to test out the platform before purchasing

Reviews

On G2, Copper has an average rating of 4.5 out of 5 stars. Many users praise its ease of use, Gmail integration, and time-saving automation. However, some note minor UX issues and a learning curve for certain features.

Capterra reviewers give Copper an overall rating of 4.0. Positive reviews highlight the visual pipeline and customization options. A few critiques mention the high price point for small startups.

Discussions on Reddit suggest Copper is best for small businesses using Google Workspace heavily for outbound sales. Its main strength is balancing simplicity and core functionality. However, it may lack advanced features compared to enterprise platforms.

9. UpLead

UpLead is a top-rated B2B lead generation platform that provides accurate and up-to-date contact data for sales teams. With over 95% data accuracy and real-time email verification, UpLead ensures you connect with qualified leads, making it a reliable tool for sales representatives.

Key Features

UpLead offers a robust set of features to help sales reps find and engage with their ideal buyers:

  • 50+ search filters to target leads that match your buyer persona
  • Real-time email verification for improved deliverability
  • Mobile direct dials and intent data to prioritize sales-ready prospects
  • Seamless integration with popular CRMs and sales tools

Popular Use Cases

  • Building targeted lead lists for outbound sales campaigns
  • Enriching existing contact databases with fresh, accurate data
  • Identifying in-market buyers actively searching for solutions like yours

Pros

  • High data accuracy and real-time verification
  • Affordable pricing compared to other leading sales intelligence platforms
  • Excellent customer support and onboarding assistance

Cons

  • Some users report occasional outdated contact information
  • Could benefit from more native integrations with sales tools

Reviews

On G2, UpLead has an impressive 4.7 out of 5 stars average rating from over 750 reviews. Users praise its data reliability, ease of use, and responsive customer service.

A TrustRadius reviewer highlights UpLead's value for niche industries, noting its detailed search filters and bounce-free emails help them connect with the right decision-makers. They gave UpLead a 9 out of 10 rating.

Discussions on Reddit indicate users find UpLead hits a "sweet spot" for contact data quality and affordable pricing, especially for smaller sales teams. However, some note occasional data freshness issues.

Pricing

  • Free Trial: $0 for 7 days, includes 5 credits
  • Essentials: $99/month for 170 credits
  • Plus: $199/month for 400 credits
  • Enterprise plans available with higher limits

Conclusions

Choosing the best cloud software for sales representatives depends on your specific needs, team size, budget, and desired features. Key factors to consider include ease of use, automation capabilities, integrations, customization options, and customer support.

Among the top choices, Bardeen stands out for its AI-powered automation, extensive integrations, and versatility. Pipedrive offers an intuitive interface, visual pipeline management, and affordable pricing. Salesforce provides robust features and customization, though at a higher cost.

To streamline your sales processes and boost productivity, we recommend trying out one of these leading tools. Download Bardeen's Chrome extension and start a 14-day free trial of its premium features to experience the power of AI-driven sales automation firsthand. With the right cloud software, you can focus on closing deals and growing your business.

Contents

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