10 Best Sales Rep Software: Features, Pros, and Cons

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

Find the best sales representative software to boost your team's productivity.

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

If you're looking to automate sales tasks, check out Bardeen's AI Agent for sales. It can help with prospecting, lead generation, and email outreach, saving you time and increasing efficiency.

Looking for the best sales representative software to boost your team's productivity and close more deals? Look no further. We've curated a comprehensive list of the top 10 tools, carefully evaluated based on their standout features, pros, cons, and real user reviews.

In this article, you'll find a detailed breakdown of each software, including popular use cases, pricing information, and ratings from trusted review platforms like G2 and Capterra. Whether you're a small business owner or a sales manager at a large enterprise, this guide will help you find the perfect solution to automate sales prospecting and drive revenue growth.

From AI-powered platforms like Bardeen and Salesforce to all-in-one CRMs like HubSpot and Pipedrive, we've got you covered. Discover how tools like Close and Freshworks can help you automate repetitive tasks and focus on selling. Learn about the data quality and affordability of platforms like UpLead.

Ready to find your sales team's new secret weapon? Let's dive into the 10 best sales representative software available today.

1. Bardeen

Bardeen is a top-rated sales representative software that helps automate repetitive tasks, speed up workflows, and complete time-consuming activities faster. By installing Bardeen's Chrome extension for free, you can tap into its AI-powered capabilities and native integrations with almost all popular apps, making it a versatile tool for sales teams.

Key Features

Bardeen offers several standout features that make it an excellent choice for sales teams:

Popular Use Cases

Pros

Cons

  • Steeper learning curve compared to simpler sales tools
  • Higher pricing for premium features and credits
  • Limited mobile app functionality

Reviews

On G2, Bardeen has an impressive 4.9 out of 5 stars rating, 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."

Capterra users give Bardeen an overall rating of 4.5 out of 5, highlighting its ease of use and practical automations. A satisfied customer shared, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

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 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, team-wide automations, onboarding & training
  • Enterprise plan: Custom pricing for larger teams with more specific needs

If you're looking for a powerful sales representative software that leverages AI and automation, give Bardeen a try. Sign up for free and start automating your sales workflows today, with a 14-day free trial of premium features.

2. Pipedrive

Pipedrive is an AI-powered sales CRM and pipeline management software designed to help sales teams close more deals efficiently. It offers a range of features such as lead management, deal tracking, sales forecasting, and automation that make it a popular choice for businesses looking to streamline their sales processes.

Key Features

Pipedrive's key features are focused on helping sales teams manage their pipeline and close deals more effectively:

  • Visual deal pipeline for tracking sales progress
  • Customizable pipelines to match your sales process
  • Lead management and contact history tracking
  • AI-powered sales assistant for insights and recommendations

Popular Use Cases

  • Managing a sales team's pipeline and activities
  • Automating follow-up tasks and communications
  • Forecasting sales and revenue

Pros

  • Intuitive and user-friendly interface
  • Powerful automation and workflow features
  • Integrates with 400+ third-party apps

Cons

  • No free forever plan, only a 14-day trial
  • Higher-tier features like multiple pipelines can be pricey for small teams
  • Phone support limited to Enterprise plan

Pricing

  • Essential: $14 per user/month billed annually, $24 month-to-month
  • Advanced: $34 per user/month billed annually, $44 month-to-month
  • Professional: $49 per user/month billed annually, $64 month-to-month
  • Enterprise: $99 per user/month billed annually, $129 month-to-month

Reviews

On Capterra, Pipedrive has an overall rating of 4.0 out of 5 based on over 1,500 reviews. Users praise its simplicity, customization options, and support. One reviewer said "Pipedrive has solved the structure of the pipelines very nicely" and "Unlike other CRM solutions, it fits our needs."

G2 reviewers give Pipedrive 4.3 out of 5 stars. Positive reviews highlight the tool's ease of use, reporting capabilities, and workflow automation. A user noted "Pipedrive shows things in an easy to digest way, much easier to use and has more capabilities than our last with reporting, project management, and emails."

3. Oracle Eloqua

Oracle Eloqua stands out among sales representative software due to its seamless collaboration with various marketing tools, offering more than 700 integrations. This allows businesses to personalize and streamline their sales efforts across multiple channels. The platform provides robust tools for lead generation, email campaigns, and analytics.

Key Features

Oracle Eloqua offers extensive integration capabilities that make it easy to connect with CRM systems and other sales tools, ensuring a cohesive sales strategy.

  • AI-powered efficiency and intuitive UI for agile campaign creation
  • Intelligent, precise cross-channel campaigns
  • Unified revenue teams for seamless customer journey progression
  • Conversation-ready sales opportunity generation

Popular Use Cases

  • Handling complex sales operations for large enterprises and B2B sales teams
  • Personalizing sales outreach at scale without sounding generic
  • Connecting data from any system for an extensible, open framework

Pros

  • Versatile functionality for coordinated, targeted sales across channels
  • Ideal for businesses looking for comprehensive, integrated sales automation
  • Maintains clean, complete data across regions and instances

Cons

  • High cost as a best-of-breed solution, but delivers effective targeted sales
  • Significant investment of time and money to fully leverage capabilities
  • Learning curve to master the advanced features and customization options

Reviews

On G2, Oracle Eloqua has an average rating of 3.9 out of 5 stars from 613 reviews. Many users praise its incredible platform for B2B sales and marketing.

Capterra reviewers give Oracle Eloqua an overall rating of 3.8, highlighting its versatility as the best sales automation solution available, with some noting the complexity.

On TrustRadius, Oracle Eloqua earns a score of 9.4 out of 10 based on 4 reviews. Users appreciate the complete solution it provides for sales and marketing automation.

Pricing

  • Basic: $2,000/month (about $24,000/year)
  • Standard: $4,000/month (about $48,000/year)
  • Pricing for full features and scale is available upon contact with Oracle

4. Close

Close is an all-in-one CRM that helps small businesses close more deals faster with built-in communication tools, powerful automation, and a simple interface. Close stands out as a top sales representative software thanks to its speed and ease of use, allowing sales teams to be up to 50% more productive than with other CRMs.

Key Features

These features make Close an excellent choice for sales teams:

  • All-in-one platform with built-in email, calling, and SMS
  • Powerful automation tools like email sequences and task reminders
  • Intuitive interface that's fast and easy to learn
  • Customizable pipeline management and reporting

Popular Use Cases

  • Streamlining communication and follow-up with leads
  • Automating repetitive sales tasks to focus on selling
  • Coaching and developing sales reps with built-in call coaching

Pros

  • Fast setup and easy rep onboarding
  • Simple but flexible customization options
  • Includes key sales tools with no extra apps required

Cons

  • Lacks some advanced features of enterprise CRMs
  • Reporting has a slight learning curve
  • Pricing is transparent but may be high for solo users

Pricing

  • Starts at $59/user/month for Startup plan
  • Professional plan is $109/user/month
  • Enterprise plan starts at $149/user/month
  • 17-20% discount for annual billing
  • 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 ease of use, time-saving automation, and excellent customer support.

Capterra reviewers give Close an overall rating of 4.7, highlighting the intuitive interface, productivity-boosting features, and ability to unify communication in one platform.

Reddit users note that Close is a powerful option for teams focused on outbound sales and appreciate the auto-dialer functionality. They find it user-friendly overall, though some mention a slight learning curve with reporting. Reviewers consistently recommend Close as a solid CRM for small sales teams.

5. HubSpot Marketing Hub

HubSpot Marketing Hub is a comprehensive marketing automation platform that helps businesses attract, engage, and delight customers. Its inclusion in this list of top sales representative software is well-deserved, thanks to its powerful features that seamlessly integrate marketing and sales efforts.

Key Features

HubSpot Marketing Hub offers an impressive array of features that empower sales teams:

  • Lead generation tools like landing pages, forms, and CTAs
  • Email marketing with personalization and A/B testing
  • Marketing automation for lead nurturing and sales enablement
  • Analytics and reporting to track ROI and optimize campaigns

Popular Use Cases

  • Aligning marketing and sales efforts for a seamless customer journey
  • Automating lead nurturing to convert more prospects into customers
  • Leveraging analytics to make data-driven decisions and improve sales performance

Pros

  • Intuitive and user-friendly interface
  • Robust integration with HubSpot CRM and other tools
  • Comprehensive feature set for end-to-end marketing and sales alignment

Cons

  • Initial setup and onboarding can be time-consuming
  • Higher pricing compared to some alternatives
  • Reporting customization options may be limited for advanced users

Pricing

  • Starter: Starts at $45/month
  • Professional: Starts at $800/month
  • Enterprise: Starts at $3,200/month
  • Free tools available with limited features

Reviews

On G2, HubSpot Marketing Hub has an impressive overall rating of 4.3 out of 5 stars based on over 11,000 reviews. Users praise its all-in-one functionality, ease of use, and excellent customer support.

Capterra reviewers give HubSpot Marketing Hub an overall score of 4.5 out of 5, highlighting its email marketing capabilities, social media scheduling, and Salesforce integration as standout features. Some users note the pricing model can be complex.

Across various review platforms, users consistently commend HubSpot Marketing Hub for revolutionizing their marketing efforts, streamlining workflows, and driving tangible results. While the learning curve and pricing are mentioned as potential drawbacks, the consensus is that the platform's comprehensive features and benefits outweigh these concerns for most businesses.

6. Salesforce

Salesforce is a powerhouse in the world of sales representative software, offering a comprehensive suite of tools to help sales teams optimize their processes and drive revenue growth. With its AI-driven Sales Cloud, Salesforce provides predictive analytics, opportunity insights, and next best action recommendations, empowering sales professionals to make data-driven decisions and maximize their efforts.

Key Features

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

Salesforce's AI capabilities, such as predictive lead scoring, analyze historical data to identify patterns and evaluate the likelihood of a lead converting. This enables sales reps to prioritize efforts on high-potential prospects.

Popular Use Cases

  • Optimizing sales strategies with AI-powered insights
  • Automating manual data entry tasks
  • Personalizing customer engagement at scale

Pros

  • Advanced predictive analytics capabilities
  • Seamless personalization of customer interactions
  • Extensive customization options

Cons

  • Higher pricing compared to some alternatives
  • Complexity may require additional training
  • API access costs extra for some plans

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 capabilities. One reviewer noted, "Salesforce stands out as the top-notch choice for customization and trackability. We're able to configure fields and gather data as per specific workflows, and even automate tasks for smoother operations." They gave Salesforce an overall rating of 4.5 out of 5 stars.

Capterra reviewers highlight Salesforce's comprehensive feature set and AI-powered insights. A certified Salesforce consultant stated, "Salesforce have helped our businesses to meet customer requirements holistically," and rated the platform 5 out of 5 stars for features, ease of use, and customer service.

On Reddit, users discuss Salesforce's strengths in managing sales activities and providing data continuity. One sales professional shared, "CRM is crucial for organizing work and ensuring data continuity even when reps leave." However, some users note the platform's complexity and learning curve as potential drawbacks.

7. Freshworks

Freshworks' Freshsales is an AI-powered sales CRM software best suited for running smart sales campaigns and planning sales processes through Kanban views. Freddy AI offers deal recommendations to avoid last-minute bottlenecks, automates mundane tasks like sending emails and setting reminders, and provides AI-powered insights for superior lead tracking.

Key Features

Freshworks offers a range of features to streamline sales processes and close deals faster:

  • AI-powered insights and recommendations from Freddy AI
  • Automation of repetitive tasks like emails, reminders, and data entry
  • Kanban views for visual sales pipeline management
  • Omnichannel customer engagement across web, mobile, and social channels

Popular Use Cases

  • Automating follow-ups and nurturing campaigns to convert more leads
  • Gaining visibility into deal progress and bottlenecks
  • Personalizing customer interactions across multiple touchpoints

Pros

  • Intuitive interface with minimal learning curve
  • Powerful AI capabilities to boost sales productivity
  • Extensive customization options to fit unique workflows

Cons

  • Occasional delays in customer support responses
  • Some limitations in advanced reporting capabilities
  • Integration with certain third-party tools could be smoother

Pricing

  • Growth plan starts at $15/user/month billed annually (about $18/user/month billed monthly)
  • Pro plan at $39/user/month billed annually (about $47/user/month billed monthly)
  • Enterprise plan at $59/user/month billed annually (about $71/user/month billed monthly)
  • Free 21-day trial available, no credit card required

Reviews

On G2, Freshworks has an average rating of 4.5 out of 5 stars from over 7,300 reviews. Users praise its automation capabilities, ease of use, and value for growing businesses.

Capterra reviewers give Freshsales an overall rating of 4.5, highlighting its intuitive interface, customization options, and helpful AI features. Some noted minor UX issues and reporting limitations.

Feedback on Reddit suggests Freshworks provides good functionality for the price compared to alternatives. However, some users encountered issues with the AI chatbots and inconsistent support. Experiences seem mixed but mostly positive for small to midsize companies.

8. Ambition

Ambition is an AI-powered sales enablement tool that helps drive performance and productivity across sales teams. It integrates with CRMs and other data sources to provide real-time insights, personalized coaching, and gamification features. Ambition is popular among sales managers looking to boost rep engagement, accountability, and results.

Key Features

Ambition offers several standout features that make it an effective sales enablement tool:

  • Coaching programs with 1:1 check-ins, team meetings, and action plans
  • Scorecards and analytics to track KPIs and identify performance gaps
  • Contests, leaderboards, and recognition to motivate reps
  • Integrations with Salesforce, Slack, and other key sales tools

Popular Use Cases

  • Onboarding and ramping new sales hires
  • Improving sales activity levels and conversion rates
  • Standardizing best practices across sales teams

Pros

  • Helps create a culture of performance, recognition, and continuous improvement
  • Provides visibility into leading and lagging indicators
  • Makes it easy to identify coaching opportunities

Cons

  • Requires clean CRM data to be most effective
  • Some learning curve for setting up more advanced features
  • Higher price point than some other sales enablement tools

Reviews

On G2, Ambition has an average rating of 4.6 out of 5 stars from 572 reviews. Users praise its ability to drive rep engagement and productivity. One reviewer noted "Ambition harnesses sales teams competitiveness and always lets everyone know where they stand."

Capterra reviewers give Ambition an overall rating of 4.0. Positive themes include the value of leaderboards, automated insights, and CRM integration. Some users mentioned the backend setup process has a learning curve.

Pricing

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

9. Copper

Copper is a CRM platform built specifically for Google Workspaces and designed for small businesses. It offers sales analytics features that make it a strong choice for sales teams looking to gain insights and improve performance.

Key Features

  • Sales pipeline management to visualize the sales process
  • Interaction tracking to monitor customer communications
  • Customizable reports to get the exact insights you need
  • Lead qualification to prioritize the most promising opportunities

These features help businesses understand their sales data, identify areas for improvement, and take action to boost results.

Popular Use Cases

  • Tracking deals as they progress through the pipeline stages
  • Analyzing sales rep activity and performance metrics
  • Forecasting future revenue based on current opportunities

Pros

  • Seamless integration with Google Workspace apps
  • Visual pipeline tool makes it easy to understand deal status
  • Customizable reporting for specific business needs

Cons

  • May have limited scalability for larger enterprises
  • Focused primarily on Google integrations
  • Pricing is on the higher end compared to some alternatives

Pricing

  • Starter: $23/user/month billed annually (about $28/month)
  • Professional: $59/user/month billed annually (about $70/month)
  • Business: $99/user/month billed annually (about $119/month)
  • 14-day free trial available

Reviews

G2 users rate Copper 4.5 out of 5 stars. Many praise its ease of use and time-saving automation. A few noted minor UX issues.

On Capterra, Copper has an overall rating of 4.0. Reviewers like the Gmail integration and visual pipeline. Some felt onboarding took time.

Reddit and TrustRadius threads indicate Copper works well for small teams needing core CRM features. Users find it more intuitive than complex alternatives. The consensus is Copper delivers good value for SMBs using Google Workspace.

10. UpLead

UpLead is a B2B lead generation software that provides high-quality contact and company data. It offers real-time email verification, over 50 search filters, and integrations with popular CRMs like Salesforce and HubSpot. UpLead stands out for its data accuracy, user-friendly interface, and affordable pricing compared to other sales intelligence platforms.

Key Features

UpLead's 50+ search criteria, real-time email verification, and CRM integrations enable targeted prospecting and outreach automation.

  • Find prospects using job title, industry, location and more
  • Verify emails in real-time to ensure deliverability
  • Enrich existing lists with additional contact and company data
  • Push leads directly to your CRM or outreach tools

Popular Use Cases

  • Building targeted prospect lists for sales outreach campaigns
  • Enriching CRM data with verified emails and direct dial numbers
  • Identifying key decision makers at target accounts

Pros

  • High data accuracy with 95%+ email validity guarantee
  • Intuitive interface and fast list building
  • Affordable pricing compared to other platforms

Cons

  • Occasional outdated contact information
  • Could integrate with more third-party tools

Pricing

  • Essentials plan: $99/month for 170 credits
  • Plus plan: $199/month for 400 credits
  • 7-day free trial with 5 credits

Reviews

On G2, UpLead has an average rating of 4.7 out of 5 stars from over 750 reviews. Users praise the data quality, customer service, and value for money.

A Capterra reviewer said UpLead was "Completely Disappointed" with the lead quality and customer support. However, most reviews on Capterra are positive, with an average rating of 4.6.

Discussions on Reddit indicate UpLead compares favorably to alternatives like Seamless.ai and LeadIQ in terms of pricing and credits. Users find the data generally reliable for prospecting, with a few noting occasional inaccuracies.

Conclusions

When selecting the best sales representative software for your business, consider factors such as AI capabilities, automation features, ease of use, integrations, and pricing. Among the top tools featured in this article, Bardeen, Pipedrive, and Oracle Eloqua stand out for their powerful features and proven results.

Bardeen, in particular, offers an impressive array of AI-powered automations and integrations that can help streamline your sales workflows. Its user-friendly interface and affordable pricing make it an excellent choice for businesses of all sizes. To experience the benefits of Bardeen firsthand, download and install the Chrome extension for free and start automating your sales processes today. You can also sign up for a 14-day free trial of premium features to unlock even more advanced capabilities.

No matter which tool you choose, investing in the right sales representative software can help you close more deals, boost productivity, and drive revenue growth. Take action now and start optimizing your sales efforts with one of these top-rated solutions.

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