19 Best Sales Operations Tools to Boost Productivity

Raz Popescu
Raz Popescu
LAST UPDATED
September 5, 2024
TL;DR

Find the best sales operations tools to drive revenue growth.

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

If you're in sales operations, 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.

As a sales operations professional, you know that having the right tools is essential for driving revenue growth and improving sales efficiency. With so many options on the market, it can be challenging to determine which solutions are best suited for your team's unique needs. That's why we've compiled a curated list of the 19 best sales operations tools, complete with key features, pros, cons, and real user reviews.

Whether you're looking to streamline your sales process, automate sales prospecting, or gain deeper insights into performance, this comprehensive guide has you covered. From AI-powered analytics to sales enablement platforms, discover the tools that can take your sales operations to the next level.

1. Bardeen

Bardeen is a standout sales operations tool that automates repetitive tasks across web apps, integrates with 100+ apps, and offers AI-powered features. Its ability to run 24/7 in the cloud and control any browser tab makes it a versatile solution for sales teams looking to save time and increase productivity. Download the Bardeen Chrome extension to start automating your sales workflows today.

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Key Features

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

Popular Use Cases

Pros

Cons

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

Reviews

On Capterra, Bardeen has an overall rating of 4.5 out of 5, with users 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."

G2 reviewers give Bardeen 4.9 out of 5 stars, 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. They appreciate its user-friendliness and extensive integration options.

Pricing

  • Free plan: Unlimited non-premium usage, 2 weeks of Pro tier access
  • Professional plan: $10/month for 500 credits, generative AI actions, CRM integrations, advanced scraping
  • Business plan: $15/month for teams under 100 people, 500 credits, user administration, analytics, onboarding
  • Enterprise plan: Custom pricing for larger teams with specific needs

If you're looking for a powerful sales operations tool that goes beyond the basics, give Bardeen a try with a 14-day free trial of premium features. Its AI-powered automations and extensive integrations can help you save time and close more deals.

2. Salesforce

Salesforce is a top choice for sales operations teams seeking predictive lead scoring capabilities. Its AI-driven Sales Cloud uses machine learning algorithms to analyze historical data, identify patterns, and evaluate the likelihood of a lead converting into a sale. This enables sales reps to prioritize efforts on leads with the highest potential, increasing efficiency and closing rates.

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Key Features

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

These features make Salesforce a powerful tool for managing sophisticated sales operations.

Popular Use Cases

  • Prioritizing leads based on AI-driven scoring
  • Forecasting sales performance and identifying at-risk deals
  • Automating data entry and admin tasks with Einstein AI

Pros

  • Advanced predictive analytics capabilities
  • Personalized AI-driven engagement recommendations
  • Extensive customization and integration options

Cons

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

Pricing

  • Starter Suite: $25 per user/month billed annually
  • Professional: $80 per user/month billed annually
  • Enterprise: $165 per user/month billed annually
  • Unlimited: $330 per user/month billed annually
  • Einstein 1 Sales: $500 per user/month billed annually

Reviews

On G2, users praise Salesforce's versatility and customization options, with an admin noting "I regret not discovering its capabilities sooner...Salesforce stands out as the top-notch choice for customization and trackability."

A Salesforce consultant on G2 highlights the platform's end-to-end capabilities, sharing "Salesforce is an one stop solution for all industry specific requirements...with such mind blowing functionalities to implement any kind business usecases."

Reddit users discuss the value Salesforce provides when properly implemented. One notes "Its webhook and command queue implementations are incredibly responsive and scalable" while another shares "Uses Salesforce for territory planning, contracts, opportunities, quotes, forecasting, and integrations with Slack, Quip, etc." Some criticize the tool's complexity and cost.

3. HubSpot Marketing Hub

HubSpot Marketing Hub is a comprehensive marketing automation software that helps businesses attract, engage, and delight customers. It offers a wide range of features, including lead generation, email marketing, social media management, and analytics, making it an all-in-one solution for marketers.

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Key Features

HubSpot Marketing Hub offers a robust set of features to fuel your entire marketing funnel:

  • Lead capture and management tools to generate and nurture leads
  • Email marketing and automation to engage leads and customers
  • Social media publishing and monitoring to expand your reach
  • Powerful analytics to measure and optimize your marketing ROI

Popular Use Cases

  • Generating and nurturing leads through landing pages, forms, and email
  • Creating and managing social media campaigns across multiple channels
  • Analyzing and reporting on marketing performance to prove ROI

Pros

  • All-in-one platform with native CRM integration
  • Intuitive and user-friendly interface
  • Extensive resources and support for onboarding and best practices

Cons

  • Higher price point compared to some alternatives
  • Reporting can have a learning curve for advanced insights
  • Some features require additional paid add-ons

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. They praise its ease of use, breadth of features, and helpful resources. Some note the higher price and occasional bugs.

On Capterra, HubSpot Marketing Hub has an overall rating of 4.5 out of 5. Reviewers highlight the all-in-one capabilities, intuitive interface, and strong support. A few mention the learning curve and desire for more customization.

Reddit users generally recommend HubSpot Marketing Hub for its robust functionality and native CRM integration. They advise evaluating the price and using the tool to its full potential to maximize ROI.

4. PandaDoc

PandaDoc is a powerful sales enablement tool that streamlines the process of creating, sending, and managing sales documents. With its pre-built templates, sales reps can create professional-looking proposals, contracts, and quotes with minimal effort. PandaDoc's content library and personalization features make it easy to tailor documents to each prospect, while its analytics provide valuable insights into customer engagement.

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Key Features

PandaDoc offers several features that make it a valuable sales enablement tool. Integrations eliminate the need to re-enter customer data across multiple platforms, saving time and reducing manual entry errors.

  • Drag-and-drop editor for easy document creation and customization
  • Integrations with popular CRMs and other sales tools
  • Analytics to track document engagement and optimize content
  • Secure and legally binding e-signatures

Popular Use Cases

  • Creating and sending sales proposals and contracts
  • Streamlining the quote-to-cash process
  • Collaborating on sales documents with team members

Pros

  • Saves significant time creating and managing sales documents
  • Improves customer experience with professional, personalized content
  • Provides valuable insights into prospect engagement

Cons

  • Learning curve for setting up templates and content library
  • Higher pricing compared to some other document tools
  • Focused on document workflows, may have fewer sales-specific features

Pricing

  • Free plan available for individuals
  • Paid plans start at $19/user/month billed annually for Essentials
  • Business plan at $49/user/month, Enterprise pricing available
  • 14-day free trial for paid plans

Reviews

On G2, PandaDoc has an average rating of 4.7 out of 5 stars from over 2,400 reviews. Users praise its ease of use, time-saving automation, and seamless integrations.

Capterra reviewers give PandaDoc an overall rating of 4.7, highlighting the benefits of its templates, e-signature capabilities, and strong customer support. Some noted a learning curve and occasional UX quirks.

Feedback on Reddit suggests PandaDoc is an effective tool for sales document workflows compared to alternatives like DocuSign. Users appreciate features like the content library and find it intuitive overall, with some noting the higher price point for premium capabilities.

5. Anaplan

Anaplan is a transformative way to see, plan, and run your business. It enables dynamic, collaborative, and intelligent planning across finance, sales, supply chain management, and HR and workforce. Anaplan's patented Hyperblock™ technology contextualizes real-time performance to forecast future outcomes for faster, confident decisions.

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Key Features

Anaplan offers a range of features to meet the needs of large and fast-growing organizations:

  • Connect finance, sales, supply chain, and HR planning on a single platform
  • Model complex scenarios and forecast continuously
  • Integrate with 3rd party systems for end-to-end workflow
  • Predictive Insights with unlimited modeling and machine learning

Popular Use Cases

  • Financial planning and analysis (FP&A) for finance teams
  • Sales planning, forecasting, and performance management
  • Supply chain planning for demand, production, and inventory

Pros

  • Flexible platform that can handle complex, real-time calculations
  • Collaborative features for planning across departments
  • Integrates data from multiple systems for a single source of truth

Cons

  • Requires dedicated model builders and significant implementation
  • Can become expensive with large data volumes
  • Steep learning curve for end users

Reviews

On G2, Anaplan has 4.3 out of 5 stars from 349 reviews. Users praise its flexibility, real-time updates, and ability to connect planning across the organization. Some note the implementation time and learning curve as drawbacks.

Capterra reviewers give Anaplan an overall rating of 4.0. Pros include the real-time calculation and ease of integration. Cons mention some minor functionality issues.

Reddit and TrustRadius discussions indicate Anaplan is extremely powerful for complex planning but requires significant resources to implement and maintain. Dedicated model builders and thoughtful design are key to avoiding an unwieldy "monster."

Pricing

  • Pricing is customized based on data volume and number of users
  • No public pricing listed - contact Anaplan for a quote

6. Seismic

Seismic is a comprehensive sales enablement platform that focuses on content automation and personalization. With Seismic, you can optimize your sales materials, increase efficiency, and gain valuable insights into content performance. The tool offers advanced content management capabilities, intelligent recommendations, and sales analytics to help sales teams deliver the right content to the right prospects at the right time.

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Key Features

Seismic's key features include sales enablement dashboards, content management, personalization and customization, intelligent content recommendations, and content automation. These features enable sales teams to access and deliver relevant, tailored content to prospects efficiently.

Popular Use Cases

  • Centralizing and managing sales content for easy access and updates
  • Personalizing sales materials for specific prospects to enhance engagement
  • Automating content generation for customized presentations and proposals

Pros

  • Generates personalized sales collateral on the fly
  • Provides sales readiness tools for onboarding, training, and coaching
  • Offers interactive content formats to captivate prospects

Cons

  • Complex configuration to align with specific sales processes
  • Longer deployment time compared to other sales enablement tools
  • Requires regular content maintenance to ensure accuracy and relevancy

Reviews

On G2, Seismic has an average rating of 4.7 out of 5 stars from 1,344 reviews. Users praise its content management capabilities and personalization features.

Capterra reviewers give Seismic an overall rating of 4.6, highlighting its ease of use and positive impact on sales enablement. Some noted the initial learning curve for certain advanced features.

Actual user reviews on Capterra mention Seismic is "great for keeping content clean" and a "great tool to share updated content with the appropriate audience." They appreciate the approval workflows, content organization, and ability to track content usage metrics. However, some mention reporting could be improved and there are occasional sync issues with Google Drive.

Pricing

  • Pricing is not publicly listed. You need to contact Seismic for a custom quote based on your specific needs and requirements.

7. Zoho

Zoho is an all-in-one platform that offers a suite of sales operations tools, including CRM, marketing automation, and customer service solutions. Its AI-powered assistant, Zia, provides intelligent insights and recommendations to help sales teams close more deals and improve customer engagement.

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Key Features

Some of the key features that make Zoho a strong sales operations tool include:

  • AI-powered lead and deal predictions to prioritize high-value opportunities
  • Automated workflows to streamline sales processes and improve efficiency
  • Comprehensive reporting and analytics to track sales performance
  • Integration with a wide range of third-party apps and tools

Popular Use Cases

  • Automating lead nurturing and follow-up with personalized email campaigns
  • Streamlining sales forecasting and pipeline management
  • Improving team collaboration and communication with shared inboxes and chat

Pros

  • Offers a wide range of features and tools in a single platform
  • Provides AI-powered insights and recommendations to improve sales outcomes
  • Integrates with many popular business apps and tools

Cons

  • Some users report a learning curve when getting started with the platform
  • Advanced features may require additional setup and configuration
  • Pricing can be higher compared to some standalone sales tools

Reviews

On Capterra, Zoho CRM has an overall rating of 4.0 out of 5 based on over 2,600 reviews. Users praise its customization options, ease of use, and comprehensive feature set. However, some note that advanced features can be complex to set up.

G2 reviewers give Zoho CRM an average rating of 4.1 out of 5 stars. They highlight benefits like the ability to automate tasks, centralize customer data, and integrate with other tools. A few mention that customer support could be improved.

On Reddit, users discuss Zoho One as a hidden gem for small businesses. While it may not excel in every area compared to best-of-breed solutions, most agree it provides excellent value as an all-in-one platform. The consensus is that Zoho works well for companies that want to consolidate their tech stack.

Pricing

  • Standard: $14 per user/month billed annually (about $18/month)
  • Professional: $23 per user/month billed annually (about $30/month)
  • Enterprise: $40 per user/month billed annually (about $45/month)
  • Ultimate: $52 per user/month billed annually (about $55/month)
  • 15-day free trial available

8. Showpad

Showpad is a comprehensive sales enablement platform designed to empower sales and marketing teams to deliver engaging buyer experiences. It provides a centralized hub for managing and distributing sales content, ensuring that sales reps always have access to the most up-to-date and relevant materials.

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Key Features

Showpad's key features closely align with the needs of sales operations teams:

  • AI-powered content recommendations to surface the most relevant content for each sales interaction
  • Customizable sales playbooks to guide reps through different selling scenarios
  • Interactive content experiences like 3D models and 360° product tours to engage buyers
  • Collaboration tools for sales teams to share insights and best practices

Popular Use Cases

  • Onboarding and training sales reps with interactive learning paths
  • Enabling sales teams with easy access to the right content at the right time
  • Delivering personalized content experiences to buyers to drive engagement

Pros

  • Robust content management capabilities to organize and distribute sales assets
  • Seamless integration with popular sales tools like Salesforce
  • Intuitive user interface for easy adoption by sales teams

Cons

  • Higher learning curve compared to simpler sales enablement tools
  • Pricing may be steep for smaller sales teams
  • Requires ongoing content maintenance and updates to maximize value

Reviews

On G2, Showpad has an impressive average rating of 4.6 out of 5 stars from over 1,600 reviews. Users praise its ease of use, content management features, and impact on sales productivity.

Capterra reviewers give Showpad an overall rating of 4.4, highlighting its user-friendly interface and ability to align sales and marketing teams. Some noted the learning curve for certain advanced features.

Across other review sites, customers consistently appreciate Showpad's ability to centralize content, enable personalized buyer experiences, and drive more effective sales conversations. The consensus is that Showpad is a powerful tool for sales enablement when implemented and utilized to its full potential.

Pricing

  • Showpad offers three pricing tiers: Essential, Plus, and Ultimate
  • Specific pricing details are not publicly listed; interested buyers must request a custom quote based on their needs
  • All plans include core features like content management, analytics, and integrations
  • Higher tiers unlock advanced capabilities like 3D content experiences and custom onboarding

9. Whatfix

Whatfix is a popular digital adoption platform that offers interactive guidance, personalized onboarding, and on-demand support for web-based enterprise applications, custom web apps, and consumer-facing websites. Its comprehensive feature set and ease of use make it an excellent choice for sales operations teams looking to streamline their onboarding and training processes.

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Key Features

  • Interactive walkthroughs and in-app messaging to guide users through complex processes
  • Centralized repository for training materials and resources
  • User behavior tracking and feedback surveys to optimize the user experience
  • Personalized onboarding tailored to individual user needs

Popular Use Cases

  • Onboarding new sales reps to CRM and other sales tools
  • Providing in-app guidance for sales processes and best practices
  • Enabling self-service support for common sales-related questions

Pros

  • Comprehensive support for change management during digital transformation initiatives
  • Reduces the need for external training and support
  • Enhances user productivity by providing contextual assistance

Cons

  • Initial setup and customization can be time-consuming
  • May require ongoing maintenance to keep content up-to-date
  • Pricing can be higher compared to some other sales enablement tools

Reviews

On G2, Whatfix has an average rating of 4.6 out of 5 stars from 338 reviews. Many users praise its ease of use, excellent customer support, and effectiveness in driving digital adoption.

Capterra reviewers give Whatfix an overall rating of 4.0, highlighting its ability to provide seamless in-app training and support. Some users note that the learning curve can be steep initially.

Reddit users discuss Whatfix as a robust tool for guided onboarding and training, particularly in Salesforce environments. However, some mention that the flows can be clunky at times and may not be as effective in a live production setting compared to a training environment.

Pricing

  • Pricing starts at $199 per month for the Basic plan
  • Enterprise pricing is available upon request
  • Free trial offered to explore the platform's capabilities

10. Uniqode

UNIQODE is a versatile QR Code generator that allows businesses to effortlessly create static and dynamic QR Codes integrated into their marketing materials. With an intuitive dashboard, built-in analytics, and compliance with GDPR and SOC-2 Type II standards, UNIQODE provides a secure and user-friendly solution for enhancing product packaging, creating interactive brochures, and streamlining event promotions.

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Key Features

UNIQODE offers several key features that make it stand out as a sales enablement tool:

  • Choose from various QR Code types like website, form, app download, or coupon codes to drive conversions
  • Customize QR Codes with your own color schemes and designs to align with your branding
  • Seamlessly integrate with over 4000 CRMs and automation tools like Zapier, Workato, Google Analytics, and Slack
  • Access all essential information in one place with the intuitive dashboard

Popular Use Cases

  • Enhancing product packaging with QR Codes that provide additional information or special offers
  • Creating interactive brochures that engage customers and drive them to targeted landing pages
  • Streamlining event promotions by using QR Codes for registration, agendas, or feedback forms

Pros

  • User-friendly design and extensive features for creating powerful QR Codes
  • Built-in analytics to monitor QR Code performance and optimize marketing campaigns
  • Trusted by over 30,000 businesses, including big brands like Pepsi, Revlon, and The New York Times

Cons

  • May require some familiarity with QR Code usage and integration to fully leverage its potential
  • Additional customization options for QR Code design templates could be beneficial

Pricing

  • Free plan available
  • Basic paid plan starts at $5/month
  • Lite plan at $15/month
  • Pro plan at $49/month
  • Plus plan at $99/month

Reviews

On G2, UNIQODE has an impressive average rating of 4.95 out of 5 stars. Users praise its ease of use, powerful features, and excellent customer support.

One reviewer highlighted how the analytics helped them understand the geographic spread of their customers, stating "I like the analytics. I plan to spend a lot of time examining the geographic analytics. I print t-shirts and make stickers. I sell B2B and B2C around the world. I cant wait to see how well Beasonstac can where my customers are in the world."

On Reddit, users recommend UNIQODE as a reliable QR Code generator, with one user commenting "I was digging around, got a recommendation, and checked the reviews on G2. That's all. From that point, I found all the answers I needed on their blog and FAQ section. Picked up a few tips for my marketing campaigns too."

11. InsightSquared

InsightSquared is a popular sales operations tool that provides powerful analytics and forecasting capabilities powered by artificial intelligence. Its ability to uncover true productivity levels and effectiveness of sales teams, along with its impressive predictive analytics for accurate sales forecasting, make it a standout choice in this category.

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Key Features

  • AI-powered predictive analytics for sales forecasting and trend predictions
  • Performance analytics to assess sales team productivity and effectiveness
  • Customizable dashboards for real-time visibility into key sales metrics

These features are crucial for sales operations professionals who need to forecast revenue accurately, identify performance gaps, and make data-driven decisions to optimize the sales process.

Popular Use Cases

  • Forecasting sales revenue and bookings to inform business planning
  • Analyzing sales team and individual rep performance to identify coaching opportunities
  • Monitoring key sales metrics and KPIs through interactive dashboards

Pros

  • Powerful AI-driven analytics and forecasting capabilities
  • Integrates with Salesforce CRM for seamless data syncing
  • Intuitive interface and customizable reporting

Cons

  • Requires a solid understanding of sales data and metrics to fully leverage the platform
  • Can be complex for users who are new to sales analytics
  • Pricing is not publicly disclosed and may be high for smaller teams

Reviews

On G2, InsightSquared has an average rating of 4.4 out of 5 stars. Users praise its ability to visualize Salesforce data, personalize dashboards, and provide valuable sales analytics. Some noted a learning curve to master the platform's full capabilities.

Capterra reviewers gave more mixed feedback, with some citing issues with the software being buggy and inflexible. However, others found it did many things well as an overall sales analytics solution. The average rating is 4.0.

On Reddit, users recommend trialing InsightSquared to see if its canned reports fit your needs, as there are limitations on customization. Consensus is to understand your goals and give the tool a test run before fully implementing it. Overall sentiment is that it provides helpful sales forecasting and pipeline management for the right use cases.

Pricing

  • Pricing information is not publicly available on InsightSquared's website
  • Based on third-party sources, pricing starts at around $1/user/month
  • Contact InsightSquared's sales team for a custom quote based on your specific requirements

12. ZoomInfo Sales

ZoomInfo Sales is a powerful sales intelligence tool that provides an extensive database of company and contact information. It offers advanced search filters and analytics to help you identify ideal prospects and gather valuable insights. With ZoomInfo Sales, you can streamline your prospecting efforts, nurture relationships, and accelerate your sales cycle.

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Key Features

The key features that make ZoomInfo Sales stand out for sales operations:

  • Accurate contact and company data with over 70M direct dials and 174M verified emails
  • Buyer intent data to identify prospects researching solutions like yours
  • Conversation intelligence to analyze customer interactions and forecast sales
  • Sales automation to build multi-touch sequences with a dialer and email tool

Popular Use Cases

  • Building an account universe based on ideal customer profiles
  • Engaging prospects across communication channels like calls, email, and web
  • Automating personalized outreach and follow-ups at scale

Pros

  • Extensive database with detailed company and contact information
  • Advanced search filters to identify best-fit prospects
  • Integrates with popular CRMs and sales tools

Cons

  • Pricing can be high for smaller teams and startups
  • Some users report occasional inaccuracies in contact data
  • Steep learning curve to utilize all available features

Reviews

On G2, ZoomInfo Sales has an average rating of 4.4 out of 5 stars from over 8,400 reviews. Users praise the large database, helpful intent data, and friendly customer support. However, some note minor UX glitches and a potentially challenging learning curve.

Discussions on Reddit indicate that while not perfect, ZoomInfo is considered one of the best options for B2B contact and company data. Users find it especially valuable for targeting mid-market and enterprise accounts. They recommend using it alongside other tools like LinkedIn Sales Navigator for optimal results.

Pricing

  • Pricing starts at around $15,000/year for 3 seats (as of 2023)
  • Plans range from Professional ($14,995/year) to Elite ($39,995/year)
  • Each tier includes varying levels of features and data access
  • Requires an annual contract, no month-to-month option

13. Highspot

Highspot is a leading sales enablement platform that provides a centralized hub for all sales content. It helps sales teams to find, customize, and deliver engaging presentations and collateral. With Highspot, you can ensure that your sales representatives have access to the most up-to-date and relevant content at their fingertips.

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Key Features

  • Sales Content Management – Highspot offers a centralized platform for managing sales content to ensure easy organization, accessibility, and updates to your collateral.
  • Sales Playbooks – The tool provides customizable sales playbooks to assist your sales teams with step-by-step guidance, best practices, and relevant content for different sales scenarios.
  • Content Customization – With Highspot, sales reps can easily customize and personalize sales collateral, and tailor it to specific prospects and enhancing engagement and relevance.
  • Content Recommendations – The tool utilizes AI-powered recommendations to suggest the most relevant and effective content for each stage of the sales cycle.

Popular Use Cases

  • Centralizing and organizing sales content for easy access by sales teams
  • Providing sales playbooks and guidance for different selling scenarios
  • Personalizing sales collateral for specific prospects to increase engagement

Pros

  • Intuitive user interface and easy adoption for sales teams.
  • AI-powered content scoring to identify the most effective and impactful content.
  • Seamless integration with other sales and marketing tools.

Cons

  • Difficult and sometimes impossible to integrate with legacy or customized CRM systems.
  • Lacks advanced customization options for the user interface.
  • Depends on accurate and up-to-date user engagement data for content recommendations.

Pricing

  • You need to reach out for a demo and custom pricing.

Reviews

On G2, Highspot has an average rating of 4.7 out of 5 stars from 1,021 reviews. Users praise its ease of use, AI-powered content recommendations, and seamless integrations.

Capterra reviewers give Highspot an overall rating of 4.6, highlighting its content management capabilities and ability to equip sales teams with the right content. Some noted the need for more advanced customization options.

Reddit sentiment is generally positive, with users finding Highspot a valuable tool for sales enablement when implemented properly. Key benefits mentioned include content organization, tracking prospect engagement, and supporting sales team efficiency. Some express challenges with complex setup and getting full team adoption.

14. DocuSign

DocuSign is a powerful sales operations tool that simplifies the document signing process, making it digital, secure, and efficient. By eliminating the need for physical paperwork, DocuSign streamlines workflows and saves valuable time for sales teams. Its user-friendly interface, robust security features, and seamless integrations with popular CRM systems make it a top choice for businesses looking to optimize their sales operations.

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Key Features

  • Send, sign, and manage documents with legally binding electronic signatures
  • Automate document workflows with routing, reminders, and notifications
  • Ensure document security with encryption, authentication, and audit trails
  • Integrate seamlessly with popular CRM systems for enhanced productivity

These features are particularly relevant for sales operations, as they enable faster contract execution, improved compliance, and better collaboration across teams.

Popular Use Cases

  • Accelerating the sales contract signing process, reducing turnaround times from days to minutes
  • Securely managing sensitive sales documents and agreements, ensuring compliance with industry regulations
  • Integrating with CRM systems to streamline sales workflows and centralize document management

Pros

  • Significantly reduces the time and effort required for document signing and management
  • Provides a superior signing experience for clients, boosting customer satisfaction
  • Offers robust security features to protect sensitive sales data and ensure compliance

Cons

  • The cost of DocuSign can be relatively high for small businesses or individuals
  • The mobile app may occasionally experience glitches or delays in document processing
  • Some advanced features, such as branding and API access, come with additional fees

Pricing

  • DocuSign eSignature plans start at $10/month for individuals and range up to $40/user/month for advanced features
  • Real Estate plans range from $10/month to $25/user/month, with special pricing for REALTORS®
  • API plans start at $50/month for the Starter tier and go up to $480/month for the Advanced tier
  • Free trials are available for most plans

Reviews

On G2, DocuSign has an average rating of 4.5 out of 5 stars from 2,395 reviews. Users praise its ease of use, security features, and ability to streamline document workflows.

Capterra reviewers give DocuSign an overall rating of 4.0, highlighting its user-friendly interface and time-saving benefits. Some users note that the cost can be high for small businesses.

Reddit sentiment is generally positive, with users appreciating DocuSign's functionality and security. However, many suggest that Adobe Sign and other alternatives offer similar features at a lower cost, making them more suitable for individual users or small firms.

15. Bigtincan

Bigtincan is a customer-facing sales enablement platform designed for retail sales enablement. It offers relationship intelligence, helping sales reps identify risks and understand relationships between customer accounts. The platform includes conversation intelligence with AI-powered voice coaching, which detects and improves the emotional impact of conversations with prospects.

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Key Features

Bigtincan's key features make it a powerful tool for sales enablement:

  • Device agnostic, ensuring sales reps can access the platform from any device, enhancing mobility and flexibility
  • Reporting and analytics dashboard, offering insights into sales activities and helping teams make data-driven decisions
  • Generative AI for content search, making it easier for sales reps to find the information they need quickly
  • Bite-sized sales reps' coaching to improve performance

Popular Use Cases

  • Improving sales coaching and relationship management to significantly enhance sales rep performance
  • Providing sales reps with easy access to the platform and resources from any device
  • Generating data-driven insights to optimize sales strategies and decision-making

Pros

  • Comprehensive approach to sales coaching and relationship management
  • Enhances sales rep mobility and flexibility with device agnostic access
  • Powerful reporting and analytics for data-driven decision making

Cons

  • Complexity in setting up and maintaining the platform to meet specific business needs

Pricing

  • Starting price of $29.50 per month (flat rate)

Reviews

On G2, Bigtincan has an average rating of 4.3 out of 5 stars from 1,407 reviews. Users praise its content usage tracking and overall functionality.

A review on Reddit noted that Bigtincan "changed the way my team works," highlighting its positive impact on sales team performance and processes.

16. Pipedrive

Pipedrive is an AI-powered CRM that helps sales teams manage and track their activities efficiently. It offers a range of features including lead and deal management, contact and company information tracking, sales forecasting, data analytics, and reporting. These tools enable users to track leads, identify opportunities, and measure key activities to optimize their sales process.

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Key Features

  • Automated deal creation and ownership transfer between reps
  • Personalized email sending and workflow automations
  • Integrates with over 400 apps for lead generation, phone solutions, and more
  • AI-powered sales assistant provides personalized tips to focus on winning deals

Popular Use Cases

  • Visualizing and customizing sales pipelines to match unique processes
  • Centralizing sales data and contact history for full context
  • Automating the entire sales cycle to eliminate busywork

Pros

  • Intuitive interface that is easy to learn and use
  • Customizable pipelines adapt to any sales process
  • Powerful automation and AI features streamline workflows

Cons

  • Reporting capabilities could be more robust
  • Limited customization of some fields and objects

Reviews

On G2, Pipedrive has an average rating of 4.3 out of 5 stars from 1,898 reviews. Users praise its ease of implementation, customization options, and useful features for the price.

Capterra reviewers give Pipedrive an overall rating of 4.5, highlighting the visual pipeline view, email sync, and workflow automations as top benefits. Some noted minor UX frustrations.

A Reddit user shared: "Pipedrive is significantly better value than other CRMs but still has an easy-to-use interface. It became apparent that it was a great fit for our team at a cost we could afford."

Pricing

  • Essential Plan: $14 per user/month billed annually, $24 month-to-month
  • Advanced Plan: $34 per user/month billed annually, $44 month-to-month
  • Professional Plan: $49 per user/month billed annually, $64 month-to-month
  • Enterprise Plan: $99 per user/month billed annually, $129 month-to-month
  • 14-day free trial available for all plans

17. Mindtickle

Mindtickle is a comprehensive revenue enablement platform that empowers sales teams with personalized training, coaching, and content management capabilities. Its robust feature set and strong user reviews make it a standout tool for organizations looking to enhance their sales enablement efforts and drive revenue growth.

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Key Features

Mindtickle offers several standout features that make it a powerful tool for sales enablement:

  • Comprehensive training and coaching resources for continuous learning and development
  • Conversation intelligence to gather insights from sales calls and improve performance
  • Performance tracking to measure rep effectiveness and identify areas for improvement
  • Digital sales rooms for centralized management of all sales interactions

Popular Use Cases

  • Onboarding and ramping new sales hires with structured learning paths
  • Delivering ongoing training and coaching to keep reps' skills sharp
  • Ensuring reps stay on-message with the latest product information and sales plays

Pros

  • Robust platform for personalizing sales training and coaching at scale
  • Integrates conversation intelligence to surface coachable moments
  • Enables building and delivering in-app sales plays for key personas and deal stages

Cons

  • Can require significant time to set up and customize the platform
  • Built-in reporting is limited, often requiring use of Mindtickle's API for deeper insights
  • SCORM content may require adjustments to work properly in Mindtickle

Pricing

  • Pricing starts at $15 per user/month
  • Offers a free trial to evaluate the platform

Reviews

On Capterra, Mindtickle has an overall rating of 4.0 out of 5. Users praise its ease of use for building training curriculum and the personalized, efficient support. Some noted the platform can be slow to load at times.

G2 reviews highlight Mindtickle's content management, noting it keeps sales content organized in one location. It received 4.7 out of 5 stars with users calling out the AI features and field team experience as strengths.

Reddit sentiment is generally positive, with users recommending Mindtickle as a strong sales enablement option, especially for onboarding. They appreciate how it improves sales kick-offs and ongoing training. The consensus is it's a valuable "one-stop-shop" for sales learning needs.

18. Salesloft

Salesloft is a popular sales enablement platform that supports pipeline building, management, and forecasting. It stands out for its AI capabilities that transcribe and summarize user conversations, providing valuable insights for sales reps. Salesloft's robust sales forecasting software enables teams to predict future sales outcomes with greater accuracy.

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Key Features

Salesloft's key features are closely aligned with the needs of sales operations teams:

  • Establish and identify pipelines based on detailed prospect and customer data
  • AI-powered conversation intelligence to transcribe and summarize sales calls
  • Robust sales forecasting to predict future sales outcomes accurately
  • Tools for managing and optimizing sales workflows for efficiency

Popular Use Cases

  • Building and nurturing sales pipeline with automated workflows
  • Gaining insights from sales conversations to coach reps
  • Accurately forecasting sales and revenue

Pros

  • Comprehensive approach to sales pipeline management and forecasting
  • Intuitive UI that is easy to learn and navigate
  • Strong integration with Salesforce CRM

Cons

  • Complexity in fully leveraging all advanced AI features
  • Occasional slowness or bugs when using certain functionalities
  • Higher price point compared to some alternatives

Pricing

  • Pricing starts at $125-$165 per user/month based on package
  • Annual contract required, no monthly option
  • Volume discounts available for larger teams

Reviews

On G2, Salesloft has an average rating of 4.5 out of 5 stars from nearly 4,000 reviews. Users praise its automation, analytics, and forecasting capabilities as well as the strong Salesforce integration.

Capterra reviewers echo similar sentiments, highlighting Salesloft's ability to streamline sales processes and provide visibility. Some cons mentioned include the learning curve and occasional performance issues. Overall, Salesloft earned 4.3 out of 5 stars on Capterra.

Feedback on Reddit suggests Salesloft is viewed favorably compared to alternatives like Outreach for its user-friendly interface, support, and functionality. However, some noted it can be laggy at times. Multiple users recommended it as a top choice for sales teams doing heavy prospecting and outreach.

19. Brainshark

Brainshark is a sales enablement platform that provides on-demand training, coaching assessments, and AI-powered feedback to help sales teams improve their readiness and performance. It offers interactive content creation tools, personalized training within coaching lessons, and readiness scorecards to gauge the preparedness of sales reps based on their training and coaching activities.

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Key Features

  • Create interactive sales content to ensure training is engaging and effective
  • Deliver personalized training within coaching lessons for tailored feedback
  • Utilize AI-powered feedback to gain insights into rep performance and areas to improve
  • Identify workflow performance issues in teams to address them proactively

Popular Use Cases

  • Onboarding and training sales reps with on-demand, interactive content
  • Assessing rep readiness with video coaching and AI-powered analysis
  • Reinforcing key skills and knowledge retention with continuous learning

Pros

  • Provides detailed, personalized feedback to enhance rep readiness
  • Offers comprehensive solutions for content creation, training, and coaching
  • Experienced team gets customers up and running quickly

Cons

  • Interactive training content requires time and effort to create and maintain
  • Has a learning curve to fully utilize all the platform's capabilities
  • Pricing is only available via custom quote which may be high for some teams

Pricing

  • No free trial, only a demo available
  • Pricing is annual, customized per quote
  • Ranges around $83/user/month for 20 users ($20,000/year)
  • Offers Pro and Premier plan options

Reviews

On Capterra, Brainshark has an overall rating of 4.0 out of 5. Users praise the platform's ability to effectively develop sales teams, with an intuitive interface and helpful features like advanced training and performance evaluation.

One Reddit user shared a positive experience with Brainshark, highlighting its ease of use for creating elearning content. They noted it allows uploading PowerPoints to the cloud, recording audio, and automatically updating content across systems.

The general consensus is that while Brainshark has a bit of a learning curve, it provides robust sales enablement capabilities, especially for training and coaching. The AI-powered elements and content creation tools are seen as standout features that deliver value for sales orgs.

Conclusions

With so many sales operations tools available, it can be challenging to choose the right one for your needs. Consider factors like your team size, budget, specific pain points, and desired features when evaluating options. Look for tools that integrate with your existing tech stack, offer robust analytics and reporting, and provide strong customer support.

Among the most popular sales operations tools, Salesforce stands out for its advanced predictive analytics and extensive customization options. HubSpot Marketing Hub is a top choice for its all-in-one inbound marketing capabilities and user-friendly interface. Bardeen is a newer player that's quickly gaining traction for its AI-powered automations and ability to integrate with 100+ apps.

To get started with Bardeen, simply download the Chrome extension and explore its features. The platform offers a generous free plan, but you can unlock even more value by signing up for a 14-day trial of the premium features. Whether you're looking to streamline prospecting, automate data entry, or gain deeper insights, these top sales operations tools can help you achieve your goals and drive revenue growth.

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