Since you're interested in sales tools, you might love Bardeen's AI Agent for sales. It automates prospecting, lead generation, and email outreach, saving you time and boosting productivity.
Looking for the best sales assessment tools to evaluate and improve your team's performance? We've done the research and curated a list of the top 3 solutions on the market. In this comprehensive guide, you'll find a detailed breakdown of each tool, including key features, pros and cons, customer reviews, pricing, and popular use cases. Whether you're a sales leader looking to automate sales prospecting or a rep seeking to level up your skills, this article will provide the insights you need to make an informed decision. Let's dive in and explore the best sales prospecting tools available today.
1. Bardeen
Looking for a sales assessment tool that goes beyond the basics? Bardeen is a browser extension that automates repetitive tasks, integrates with 100+ apps, and runs 24/7 in the cloud, making it a great choice for sales teams. With Bardeen, you can automate your sales workflows for free and save time on manual data entry and analysis.
Key Features
Bardeen offers several features that make it a standout sales assessment tool:
AI sales agents for automated prospecting, outreach, and data scraping
Capterra users give Bardeen an overall rating of 4.5 out of 5, praising its ease of use and practical automations. One reviewer noted, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."
On G2, Bardeen has a 4.9 out of 5-star rating, with users highlighting its time-saving benefits and powerful features. A user shared, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."
While not as widely discussed on Reddit, Bardeen has generally positive sentiment among users who have tried it for sales automation and web scraping, appreciating its user-friendliness and extensive integration options.
Pricing
Bardeen’s pricing has been optimized for 2025 and includes the following plans:
Free plan: Get 100 credits per month to build and test automations to transform your GTM motion.
Starter plan: From $99/month for 15,000 annual credits, includes AI agents, AI playbook Builder, basic Integrations, and unlimited team members.
Teams plan: From $500/month for 120,000 annual crexdits, includes everything on Starter and CRM + outreach integrations, waterfall enrichment, cloud workflows, dedicated Slack channel, and 2 custom-built AI playbooks built by Bardeen AIgency.
Enterprise plan: From $1,500/month for over 500,000 annual credits, includes everything on Teams and custom contracts with unlimited credit options, dedicated GTM consultant, priority integrations, SSO, and 5+ custom-built AI playbooks built by dedicated AIgency.
Ready to automate your workflows and maximize sales productivity? Sign up to Bardeen's free plan and experience the power of AI sales automation firsthand.
2. HubSpot Marketing Hub
HubSpot Marketing Hub is a comprehensive marketing software that helps businesses attract, engage, and delight customers. With its powerful features and seamless integration with HubSpot's CRM, it has become a go-to choice for marketers looking to streamline their efforts and drive results.
Key Features
HubSpot Marketing Hub offers a wide array of features that enable businesses to:
Attract and convert leads with optimized blog content, landing pages, and CTAs
Nurture leads with personalized email campaigns and marketing automation
Analyze and report on marketing performance with built-in analytics
Manage social media presence and track engagement
Popular Use Cases
Generating and nurturing high-quality leads for the sales team
Creating and managing targeted email marketing campaigns
Optimizing website content for search engines and conversions
Pros
User-friendly interface and intuitive navigation
Robust integration with HubSpot CRM for seamless data flow
Comprehensive analytics and reporting capabilities
Cons
Initial learning curve for new users due to extensive features
Some limitations with native integration for certain referral programs
Premium plans can be pricey for small businesses
Reviews
G2 users praise HubSpot Marketing Hub, giving it an average rating of 4.3 out of 5 stars. They appreciate its user-friendliness, centralized platform, and lead generation capabilities.
On Capterra, HubSpot Marketing Hub earns an overall rating of 4.5 out of 5. Reviewers highlight the email marketing, social media scheduling, and Salesforce integration as standout features. Some note the pricing model and analytics changes as potential drawbacks.
Pricing
Starter: Starts at $45/month (about £34/month)
Professional: Starts at $800/month (about £608/month)
Enterprise: Starts at $3,200/month (about £2,433/month)
Free tools available with limited features
3. Close
Close is an ideal sales assessment tool for small businesses looking for an all-in-one CRM solution. With powerful features like built-in calling, email, and SMS, Close enables sales teams to manage their entire sales process without leaving the platform. Its intuitive interface and fast setup make it easy for teams to get started quickly and focus on closing deals.
Key Features
All-in-one CRM with built-in calling, email, and SMS for streamlined communication
AI-powered features like call transcription, email rewriting, and GPT integration
Customizable pipeline management and reporting for visibility into team performance
Fast setup and user-friendly interface for ease of use and quick adoption
These features make Close well-suited for managing sales activities, assessing rep performance, and optimizing processes for small business sales teams.
Popular Use Cases
Consolidating sales communication and activity tracking into a single platform
Gaining insights into sales rep activity, pipeline health, and forecasting
Automating manual tasks and leveraging AI assistance to improve productivity
Pros
Saves time by eliminating app-switching with all core sales tools built-in
Provides visibility for sales leaders to assess individual and team performance
Enables personalized, multi-channel outreach with integrated communication tools
Cons
May lack some advanced customization options needed by larger teams
Pricing is based on three tiers which could get expensive as teams grow
Pricing
Startup: $59/user/month billed monthly or $49/user/month billed annually (about $588/year)
Professional: $109/user/month billed monthly or $99/user/month billed annually (about $1,188/year)
Enterprise: $149/user/month billed monthly or $139/user/month billed annually (about $1,668/year)
14-day free trial, no credit card required
Reviews
On G2, Close has an average rating of 4.7 out of 5 stars from over 1,150 reviews. Users praise its automation capabilities, ease of setup, and time-saving benefits that allow them to focus on selling.
Capterra reviews show an overall rating of 4.0, with customers highlighting the platform's simplicity, transparent pricing, and helpful customer support as key benefits for small businesses.
Feedback from Reddit users indicates Close is a top choice for sales teams needing core CRM features and integrated communication tools. However, some note it may lack advanced customization compared to enterprise platforms. Overall, Close is seen as a strong solution for SMBs looking to scale their sales efforts efficiently.
Conclusions
When choosing the best sales assessment tool for your needs, consider factors like AI capabilities, integrations, ease of use, and pricing. Among the top options discussed, Bardeen, HubSpot Marketing Hub, and Close stand out for their powerful features and positive user reviews.
Bardeen's AI-powered automations and extensive integrations make it a versatile choice for streamlining sales workflows. Download the Chrome extension for free and start saving time on repetitive tasks today.
HubSpot Marketing Hub offers a comprehensive suite of tools for attracting, engaging, and delighting customers, with seamless CRM integration. Close is an all-in-one solution ideal for small businesses, featuring built-in communication tools and AI-assisted productivity enhancements.
To experience the benefits firsthand, sign up for Bardeen's free plan or take advantage of their 14-day free trial of premium features. With the right sales assessment tool in your arsenal, you'll be well-equipped to optimize your sales processes and drive better results for your team.
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Frequently asked questions
What is Bardeen?
Bardeen is an automation and workflow platform designed to help GTM teams eliminate manual tasks and streamline processes. It connects and integrates with your favorite tools, enabling you to automate repetitive workflows, manage data across systems, and enhance collaboration.
What tools does Bardeen replace for me?
Bardeen acts as a bridge to enhance and automate workflows. It can reduce your reliance on tools focused on data entry and CRM updating, lead generation and outreach, reporting and analytics, and communication and follow-ups.
Who benefits the most from using Bardeen?
Bardeen is ideal for GTM teams across various roles including Sales (SDRs, AEs), Customer Success (CSMs), Revenue Operations, Sales Engineering, and Sales Leadership.
How does Bardeen integrate with existing tools and systems?
Bardeen integrates broadly with CRMs, communication platforms, lead generation tools, project and task management tools, and customer success tools. These integrations connect workflows and ensure data flows smoothly across systems.
What are common use cases I can accomplish with Bardeen?
Bardeen supports a wide variety of use cases across different teams, such as:
Sales: Automating lead discovery, enrichment and outreach sequences. Tracking account activity and nurturing target accounts.
Customer Success: Preparing for customer meetings, analyzing engagement metrics, and managing renewals.
Revenue Operations: Monitoring lead status, ensuring data accuracy, and generating detailed activity summaries.
Sales Leadership: Creating competitive analysis reports, monitoring pipeline health, and generating daily/weekly team performance summaries.