14 Best SalesForce Automation Software: Top Picks 2024

Looking for the best sales force automation software to streamline your sales processes and boost productivity? We've got you covered with our comprehensive guide to the top 14 Salesforce automation tools on the market. Our curated list dives deep into each software's key features, popular use cases, pros, cons, pricing, and real user reviews from trusted sources like G2, Capterra, and Reddit.

Whether you're a small business owner or an enterprise sales manager, you'll find valuable insights to help you choose the right Salesforce automation solution for your team. From AI-powered platforms like Zoho to specialized tools like Pipedrive and Freshworks, we've sorted through the options to bring you the cream of the crop. Get ready to revolutionize your sales workflow with our ultimate resource on the best sales force automation software available today.

1. Bardeen

Looking for a versatile sales force automation software that goes beyond the basics? Bardeen's Chrome extension is a great choice, offering a wide range of features and integrations to automate your sales processes. As an AI-powered browser extension, Bardeen can control any browser tab and run automations 24/7 in the cloud, making it a top contender in the sales force automation space.

Key Features

Bardeen's key features make it stand out among other sales force automation tools:

• AI-powered web scraping for lead generation and data enrichment
• Integrations with 100+ apps, including popular CRMs and sales tools
• AI-generated personalized emails and messages for outreach
• No-code workflow builder and AI-powered Magic Box for custom automations

Popular Use Cases

• Sales prospecting and lead generation with LinkedIn data scraping
• Lead qualification and enrichment using AI and data integrations
• Automated email outreach and follow-ups with personalized content

Pros

• Extensive automation capabilities beyond just sales force automation
• Ideal for teams with its 24/7 cloud-based operation
• AI-driven features for intelligent automation and data processing

Cons

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

Reviews

Capterra users give Bardeen an overall rating of 4.5 out of 5, praising its ease of use, practical automations, and no-code capabilities. 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 an impressive 4.9 out of 5-star rating. Users highlight the time-saving benefits and powerful automation features, with one reviewer stating, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

While Bardeen isn't as widely discussed on Reddit as some other sales force automation tools, users who have tried it generally have positive sentiments, appreciating 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, teamwide automations, onboarding & training
• Enterprise plan: Custom pricing for larger teams with more specific needs

If you're looking for a comprehensive sales force automation tool that leverages AI and integrates with your favorite apps, give Bardeen a try. Sign up for free and start automating your sales processes today, with a 14-day free trial of premium features to explore its full potential.

2. Oracle Eloqua

Oracle Eloqua stands out among sales force automation software due to its seamless collaboration with various marketing tools, offering more than 700 integrations. This allows businesses to personalize and streamline their marketing efforts across multiple channels. The platform provides robust tools for lead generation, email marketing, campaign management, and analytics. Eloqua's extensive integration capabilities make it easy to connect with CRM systems and other marketing tools, ensuring a cohesive marketing strategy.

Key Features

Eloqua offers a range of features that make it a top choice for sales force automation:

• AI-powered efficiency and an intuitive UI for creating precise cross-channel campaigns
• Unify revenue teams to guide customer journey progression and generate sales opportunities
• Automate sophisticated nurture experiences for adaptive journeys at scale
• Target and segment audiences using real-time data for personalized experiences

Popular Use Cases

• Implementing ABM strategies to engage, convert, and expand target accounts
• Connecting data from any system with an extensible, open framework
• Maintaining clean and complete data across multiple regions and instances

Pros

• Handles complex marketing operations, ideal for large enterprises and B2B marketers
• Versatile functionality for coordinated, targeted marketing across multiple channels
• Integrates with most CRMs for a cohesive marketing and sales strategy

Cons

• Can be expensive, requiring a significant investment in both time and money
• Learning curve for advanced features without purchasing Oracle's education pass
• Some users report occasional crashes and glitches

Pricing

• Basic: $2,000/month
• Standard: $4,000/month
• Custom enterprise pricing available

Reviews

On G2, Oracle Eloqua has an average rating of 3.9 out of 5 stars from 613 reviews. Many users praise its powerful features for B2B marketing automation.

Capterra reviewers give Eloqua an overall positive rating, highlighting its versatility and integration with other apps. Some note a learning curve and occasional performance issues.

Reddit users discuss Eloqua as a top choice for long-term marketing automation, especially for those using multiple CRMs. They appreciate its flexibility and enterprise-level capabilities, while acknowledging the cost and complexity for some teams.

3. ZoomInfo Sales

ZoomInfo Sales is a powerful sales intelligence tool that provides an extensive database of company and contact information. With advanced search filters and analytics, it helps you identify ideal prospects and gather valuable insights to accelerate your sales cycle. ZoomInfo's accurate data and streamlined prospecting features make it a top choice for sales teams looking to boost productivity and close more deals.

Key Features

ZoomInfo Sales offers several standout features that make it an essential tool for sales teams:

• Comprehensive database with over 70M direct dial numbers and 174M verified email addresses
• Advanced search filters to build targeted prospect lists based on specific criteria
• Detailed company and contact profiles with key insights for personalized outreach
• Real-time alerts and analytics to track engagement and optimize sales strategies

Popular Use Cases

• Building targeted prospect lists for specific industries, job titles, or company sizes
• Enriching existing leads with accurate contact information and key insights
• Tracking buyer intent signals to identify companies actively researching solutions

Pros

• Extensive, high-quality database with accurate contact information
• Powerful search and filtering capabilities to find ideal prospects quickly
• Seamless integration with popular CRMs and sales engagement platforms

Cons

• Higher pricing compared to some competitors, may be cost-prohibitive for smaller teams
• Occasional inaccuracies in company data, especially for smaller or rapidly changing organizations
• Learning curve for effectively leveraging all available features and filters

Reviews

On G2, ZoomInfo Sales has an impressive 4.4 out of 5 stars average rating from over 8,400 reviews. Users praise its extensive database, powerful search capabilities, and ability to significantly boost prospecting efficiency.

Capterra reviewers echo these sentiments, highlighting ZoomInfo's data accuracy and time-saving features as key benefits. However, some note occasional glitches and a steeper learning curve compared to simpler prospecting tools.

Across Reddit and other forums, sales professionals generally consider ZoomInfo the gold standard for B2B prospecting data, particularly for medium to large enterprises. While not perfect, its data quality and feature set are widely regarded as the best in the industry.

Pricing

• Pricing starts at $14,995 per year for the Professional plan with 3 user seats
• Advanced and Elite plans available with additional features, starting at $24,995 and $39,995 per year respectively
• Volume-based discounts and quarterly payment options may be available
• Free trial offered to test key features before committing to a paid plan

4. Insightly

Insightly is an analytical CRM platform with native integrations to Gmail and Google Workspaces. It offers lead qualification, task management, and marketing automation features that make it a great choice for sales force automation software.

Key Features

Insightly offers several key features closely related to sales force automation:

• Automatically capture and store customer data
• Qualify leads by identifying desired characteristics
• Create tasks and assign them to team members
• Set up marketing campaigns and track performance

Popular Use Cases

• Centralizing customer data to track interactions and campaigns
• Automating tasks and workflows to boost sales productivity
• Generating customized reports to gain insights on performance

Pros

• Integrates seamlessly with Gmail and Google Workspace
• Intuitive interface is easy to learn and adopt
• Customizable objects and fields to fit unique business needs

Cons

• Limited advanced analytics compared to specialized platforms
• Some users report minor UX annoyances
• Pricing can add up for teams needing advanced features

Pricing

• Plus: $29/user/month
• Professional: $49/user/month
• Enterprise: $99/user/month

Reviews

On G2, Insightly has an average rating of 4.2 out of 5 stars from 897 reviews. Users praise its intuitive interface, customization options, and responsive customer support.

Capterra reviewers give Insightly an overall rating of 4.0, with many noting it meets their core CRM needs without overcomplicating things. Some mention a learning curve and wish for more seamless workflows.

Reddit and TrustRadius feedback indicates Insightly works well for small businesses looking for an affordable yet customizable CRM. Users like the Gmail integration and email tracking. The consensus is it provides good core functionality if you don't need highly advanced features.

5. Zoho

Zoho is a comprehensive cloud software suite that offers a wide range of business applications, including CRM, marketing automation, customer support, and analytics. Zoho's AI-powered sales assistant, Zia, provides intelligent insights and recommendations to help sales teams optimize their processes and drive revenue growth. With its ability to predict sales outcomes, analyze trends, and provide actionable insights, Zoho stands out as a top choice for businesses looking to leverage AI in their sales efforts.

Key Features

Zoho's AI-powered features are designed to enhance sales performance and productivity:

• Generates personalized emails and social media posts to engage prospects
• Predicts which deals are most likely to close, helping sales reps prioritize their efforts
• Analyzes customer sentiment and intent to triage responses effectively
• Provides real-time anomaly detection in sales trends and activities

Popular Use Cases

• Sales forecasting and pipeline management
• Lead scoring and prioritization
• Personalized customer engagement

Pros

• Robust feature set for sales automation and optimization
• Seamless integration across Zoho's suite of business applications
• Highly customizable to adapt to specific business needs

Cons

• Initial learning curve due to the breadth of features and customization options
• Some users report occasional data sync issues between Zoho apps

Pricing

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

Reviews

On Capterra, Zoho CRM has an overall rating of 4.0 out of 5 based on 2,643 reviews. Users praise its customization options, user-friendly interface, and integration capabilities. Some note that advanced features can be challenging to implement without technical expertise.

G2 reviewers give Zoho CRM high marks for ease of use, customer support, and integration. They highlight benefits like centralizing customer information, automating tasks, and simplifying pipeline management. A few mention the initial learning curve and occasional mobile app slowness as drawbacks.

On Reddit, users discuss Zoho One as a cost-effective, feature-rich option for small businesses. While it may not be best-in-class for every function, the consensus is that Zoho offers a solid, integrated platform at a reasonable price point. Some advise that Zoho is most effective when fully adopted across an organization.

6. HubSpot Marketing Hub

HubSpot Marketing Hub is a comprehensive marketing automation software that helps businesses attract, engage, and delight customers. It's included in this list of best sales force automation software due to its powerful lead generation, email marketing, and analytics features that seamlessly integrate with HubSpot's CRM.

Key Features

HubSpot Marketing Hub offers an array of features to fuel your marketing efforts:

• AI-powered lead generation to attract and convert more leads
• Omni-channel marketing automation for personalized customer journeys
• Robust analytics to measure ROI and optimize campaigns
• Content creation tools to produce engaging blog posts, landing pages, and emails

Popular Use Cases

• Generating and nurturing leads through personalized email campaigns
• Creating targeted content for each stage of the buyer's journey
• Measuring and optimizing marketing performance with detailed analytics

Pros

• Seamless integration with HubSpot CRM for end-to-end customer management
• User-friendly interface and extensive resources for quick adoption
• Powerful automation capabilities to scale marketing efforts

Cons

• Higher pricing compared to some alternatives
• Initial setup and onboarding can be time-consuming
• Some advanced features may have a learning curve

Pricing

• Starter: Starts at $45/month, includes essential marketing tools
• Professional: Starts at $800/month, includes advanced automation and reporting
• Enterprise: Starts at $3,200/month, includes custom integrations and dedicated support
• Free tools available with limited features

Reviews

On G2, HubSpot Marketing Hub has an average rating of 4.4 out of 5 stars from over 11,000 reviews. Users praise its comprehensive feature set, ease of use, and seamless CRM integration.

Capterra reviewers give HubSpot Marketing Hub an overall rating of 4.5, highlighting its powerful automation capabilities and extensive resources for getting started. Some note the higher price point and potential learning curve for advanced features.

On Reddit, users appreciate HubSpot's all-in-one platform for marketing and sales, though some caution that setup can be time-consuming. The general consensus is that while it may be pricier than alternatives, the robust functionality and support make it a worthwhile investment for growing businesses.

7. Pipedrive

Pipedrive is a sales-focused CRM tool that teams of all sizes love using. With 100,000+ paying customers spanning 179 countries, sales teams are drawn to Pipedrive's simple yet powerful design that prioritizes usability. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling, with a CRM software that's both agile and powerful.

Key Features

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

• Automated deal creation, personalized email sending, and ownership transfer between reps streamline workflows
• AI-powered Sales Assistant provides personalized tips to help focus on winning deals
• Real-time, visual data enables confident decision making and strategy refinement
• Customizable pipelines tailor to unique sales processes, keeping teams on track

Popular Use Cases

• Managing and tracking sales activities from lead to close
• Automating follow-ups and ensuring timely responses to leads
• Gaining actionable insights from real-time performance data to optimize sales strategies

Pros

• Intuitive interface is easy to navigate and use
• Customizable pipelines adapt well to specific business needs
• Instant access to data enables predictable revenue forecasting

Cons

• Limited bulk field modification capabilities
• Email templates lack a cc feature, requiring extra steps to track team responses
• Pricier than some alternatives for smaller businesses

Reviews

On G2, Pipedrive has an average rating of 4.3 out of 5 stars from 1,898 reviews. Users praise its ease of use, customization options, and time-saving automation.

Capterra reviewers give Pipedrive an overall rating of 4.0, highlighting its efficiency gains and simple setup. A few note occasional data inconsistencies and a learning curve.

A Reddit user shared that Pipedrive "centralizes operations" and "has a minimal learning curve," although the automations and email builders have room for improvement compared to alternatives like Mailchimp. Overall, they plan to unify backend systems with Pipedrive.

Pricing

• Essential: $12 per user/month billed annually (about $14 USD), or $14 month-to-month
• Advanced: $24 per user/month billed annually (about $29 USD), or $29 month-to-month
• Professional: $49 per user/month billed annually (about $59 USD), or $59 month-to-month
• Enterprise: $79 per user/month billed annually (about $99 USD), or $99 month-to-month
• 14-day free trial, no credit card required

8. Freshworks

Freshworks is a leading customer relationship management (CRM) platform that offers comprehensive sales force automation capabilities. It helps businesses streamline their sales processes, manage customer relationships, and improve sales productivity. Key features include contact management, opportunity management, sales forecasting, workflow automation, and detailed analytics. Freshworks is known for its robust integration options, customizable dashboards, and extensive third-party app ecosystem.

Key Features

Freshworks offers a range of sales force automation features to drive efficiency and productivity:

• Freddy AI provides deal insights and recommendations to avoid bottlenecks
• Automate tasks like welcome emails, call reminders, deal creation, and customer onboarding
• AI-powered insights enable superior lead tracking and management

Popular Use Cases

• Streamlining sales processes and managing customer relationships
• Sales forecasting and pipeline management
• Automating repetitive tasks and workflows

Pros

• Comprehensive CRM functionality with sales force automation
• Robust integration options and customization
• AI-powered insights and recommendations

Cons

• Some users report slow customer service response times
• Limitations with certain integrations and data exports

Reviews

On Capterra, a user praised Freshworks' ease of use and feature set: "It is packed full of features and it has a free plan that is sufficient for many users. It does knowledge base, tickets, chat, and AI bots very well."

G2 reviewers appreciate the reliability and flexibility, with one stating: "Freshservice is so intuitive and user-friendly. Our end-users find it very simple to raise a ticket and support agents are able to easily transfer tickets within departments." They gave Freshworks an average rating of 4.5 out of 5 stars.

On Reddit, users highlight Freshworks' suitability for small businesses and its cost-effectiveness compared to alternatives like Zoho CRM. However, some express frustrations with occasional bugs and the onboarding process.

Pricing

• Growth: $15/user/month billed annually
• Pro: $39/user/month billed annually
• Enterprise: $59/user/month billed annually
• Free 21-day trial available

9. Zendesk

Zendesk is a popular sales force automation software that provides a comprehensive suite of tools to improve sales productivity and drive growth. With features like lead and contact management, opportunity tracking, and workflow automation, Zendesk helps sales teams streamline their processes and focus on closing deals.

Key Features

Zendesk offers several key features that make it well-suited for sales force automation:

• Lead and contact management to organize and track prospects
• Opportunity tracking to monitor deals through the sales pipeline
• Workflow automation to streamline repetitive tasks
• Robust reporting and analytics to gain insights into sales performance

Popular Use Cases

• Managing a high-volume sales pipeline and large contact database
• Automating lead nurturing and follow-up communications
• Gaining visibility into sales activities and deal progress

Pros

• Extensive integration options to connect with other business tools
• Customizable interface to adapt to unique sales processes
• AI-powered features to enhance productivity and decision-making

Cons

• Higher pricing compared to some alternatives
• Learning curve for advanced features and customization
• Customer support responsiveness could be improved

Reviews

On G2, users praise Zendesk's ability to simplify customer support and provide a comprehensive view of customer interactions. It has an average rating of 4.3 out of 5 stars.

Capterra reviewers appreciate Zendesk's automation capabilities and customization options, giving it an overall rating of 4.0. However, some note the pricing can be challenging for smaller businesses.

Discussions on Reddit suggest that while Zendesk is popular for customer support, users feel it may not be the best fit for managing the complete sales lifecycle compared to more sales-focused CRMs. Nonetheless, many still find value in its robust feature set and integrations for streamlining customer interactions.

10. Keap

Keap is a comprehensive sales force automation software that combines CRM, marketing automation, and e-commerce capabilities into one user-friendly platform. Its robust features and customization options make it a popular choice for small businesses looking to streamline their sales processes and grow their revenue.

Key Features

Keap's sales force automation features are designed to help you manage your entire sales process efficiently:

• Automate lead capture, follow-up, and nurturing with customizable email and text campaigns
• Manage your sales pipeline with drag-and-drop functionality and real-time insights
• Create custom quotes, invoices, and accept payments directly within the platform
• Integrate with popular third-party tools like QuickBooks, Gmail, and Zapier for seamless workflow

Popular Use Cases

• Capturing and nurturing leads from multiple sources like web forms, landing pages, and social media
• Automating personalized follow-up sequences to convert more leads into customers
• Managing sales team activities, performance, and forecasting with detailed reporting

Pros

• All-in-one platform eliminates the need for multiple tools
• Extensive customization options to tailor the software to your unique sales process
• Excellent customer support and training resources

Cons

• Steeper learning curve compared to simpler CRM tools
• Higher price point may not be suitable for very small businesses or solo entrepreneurs
• Some users report occasional performance issues and slower loading times

Reviews

On G2, Keap has an average rating of 4.2 out of 5 stars from over 1,500 reviews. Users praise its powerful automation capabilities and all-in-one functionality, while some mention the learning curve and occasional performance hiccups as drawbacks.

Capterra reviewers give Keap an overall rating of 4.0, with many highlighting its robust feature set and ability to streamline sales and marketing processes. However, some users note that the complexity and pricing may not be suitable for all small businesses.

Pricing

• Starts at $129/month for 1 user and 1,500 contacts (billed annually)
• Grow plan at $199/month for 3 users and 2,500 contacts
• Scale plan at $399/month for 5 users and 5,000 contacts
• All plans include a 14-day free trial

11. Nimble CRM

Nimble CRM is a valuable sales analytics tool that unifies contacts from various business tools into one comprehensive database. Its inclusion in this list of best sales force automation software is justified by its predictive analysis capabilities, sales forecasting features, and opportunity management tools that help businesses optimize their sales processes and make data-driven decisions.

Key Features

Nimble CRM offers several features that make it a valuable tool for sales analytics:

• Predictive analysis to forecast future sales trends and performance
• Sales forecasting tools that use past sales data to predict future revenue
• Opportunity management features to track and manage potential sales opportunities
• Interaction tracking to monitor and record customer interactions

Popular Use Cases

• Unifying contacts from various business tools into one database for a holistic view of customer relationships
• Leveraging predictive analysis and sales forecasting to make informed business decisions
• Managing sales opportunities and tracking interactions to optimize the sales process

Pros

• Ability to unify contacts from multiple sources into a single, comprehensive database
• Robust predictive analysis and sales forecasting capabilities
• Intuitive interface and easy integration with other business tools

Cons

• Limited customization options for advanced users
• Higher pricing compared to some alternatives

Pricing

• $29.90 per seat/month, billed monthly
• $24.90 per seat/month, billed annually (save 20%)
• 14-day free trial available

Reviews

On G2, Nimble CRM has an average rating of 4.5 out of 5 stars from 1,069 reviews. Users praise its ability to integrate social media and boost sales, with one reviewer stating, "Nimble is great because it allowed me to integrate all my customer relationship management with my social media accounts, which enhances my ability to engage and monitor the growth of my online relationships."

Capterra reviewers give Nimble CRM an overall rating of 4.0, highlighting its ease of use and valuable automation features. A user notes, "Nimble is extremely easy to use and concentrates on your contacts, communications, and calendars. This is 90% of what salespeople should be focused on!"

On Reddit, users recommend Nimble CRM as an effective personal CRM solution, with one user stating, "Have a look at Nimble CRM. Nice because it has a great interface and connects to social media and you can save people's info directly from LinkedIn and other sites using a Chrome extension."

12. Creatio

Creatio is a marketing and sales CRM platform that caters to large and mid-size businesses. It offers robust sales analytics capabilities, making it a valuable addition to this list of top sales force automation software. Creatio's intelligent data feature identifies gaps in customer information and automatically sources the missing data to complete profiles, ensuring your sales team has access to comprehensive customer insights.

Key Features

Creatio's key features focus on providing actionable insights to drive sales performance:

• Real-time data updates for the most current customer information
• Robust sales forecasting tools that leverage past data to predict future outcomes
• Performance metrics tracking to measure sales effectiveness
• Task management features to keep sales teams organized and on track

Popular Use Cases

• Automating sales workflows from lead generation to deal closure
• Identifying upsell and cross-sell opportunities within the existing customer base
• Optimizing sales processes and rep performance through data-driven insights

Pros

• Provides detailed and accurate sales forecasts
• Offers a comprehensive set of features for end-to-end sales management
• Highly customizable to fit specific business needs

Cons

• Initial setup and customization can be complex
• May require significant time investment to fully leverage all capabilities
• Higher pricing compared to some other CRM solutions

Pricing

• Growth: $25 per user/month
• Enterprise: $55 per user/month
• Unlimited: $85 per user/month
• Sales-only plan: $15 per user/month

Reviews

On Capterra, users praise Creatio's automation capabilities and customer support, with one reviewer stating: "Creatio has proven to be the partner for us by accommodating and customizing our sales process where needed." They gave Creatio an overall rating of 4.0.

G2 reviews highlight Creatio's user-friendly interface and versatile functionality. A user noted, "Creatio offers a wide selection of Apps in their marketplace to integrate with the platform, therefore creating great opportunity for expanding the functionality." Creatio earned 4.7 out of 5 stars on G2.

Discussions on Reddit suggest Creatio is a strong contender among CRM solutions, with recommendations to consider it for its comprehensive feature set and low-code platform. One user mentioned, "Creatio's CRM offers sales, marketing and service management 360 degree solution for a complete customer experience."

13. LeadSquared

LeadSquared is an all-in-one sales execution CRM and marketing automation platform designed to help businesses acquire, manage, and engage leads efficiently. Its comprehensive suite of features, including lead capture automation, lead nurturing, sales management, and marketing analytics, makes it a worthy addition to this list of top sales force automation software.

Key Features

• Automated sales workflows move leads through the pipeline with zero leakage
• Salespeople receive notifications for tasks and workday plans to boost productivity
• Managers can generate accurate sales forecasts and gain visibility into team performance
• Customizable CRM and mobile app make it suitable for inside sales and field teams

Popular Use Cases

• Managing leads and opportunities throughout the sales cycle
• Automating sales processes and workflows to improve efficiency
• Tracking sales activities and performance metrics for better decision-making

Pros

• Comprehensive CRM features for end-to-end sales management
• Robust marketing automation capabilities for lead nurturing
• Highly customizable to fit unique business needs

Cons

• Steep learning curve due to extensive features
• User interface can feel complex and monotonous
• Pricing may be high for small businesses

Reviews

On Capterra, LeadSquared has an overall rating of 4.0 out of 5. Users praise its depth of features for lead management and appreciate the automation capabilities for saving time. Some note the UI could be improved and the software has a learning curve.

G2 reviews show an average rating of 4.4 out of 5 stars from 225 users. Positive feedback highlights how LeadSquared solves lead management challenges and boosts productivity. A few reviewers find the interface complex.

Discussions on Reddit suggest LeadSquared may be a good fit for real estate businesses looking for an affordable CRM, but some users have found it slow and expensive for their needs. Overall sentiment is mixed, with some satisfied customers and others feeling it didn't meet expectations.

Pricing

• Basic plan starts at $400/month for 10,000 contacts (billed annually)
• Standard plan is $1200/month for 50,000 contacts
• Enterprise plan is $2500/month for 200,000 contacts
• All USD prices are approximate, converted from Indian Rupee

14. Conga CPQ

Conga CPQ is a powerful sales force automation tool that streamlines the quote-to-cash process. It is included in this list due to its strong product configuration capabilities, pricing management features, and seamless integration with Salesforce CRM. Conga CPQ's ability to generate accurate quotes quickly and reduce manual data entry makes it a valuable tool for improving sales team efficiency and effectiveness.

Key Features

Conga CPQ offers several key features that are valuable for sales teams:

• Product configuration for accurate, customized quotes
• Pricing management to ensure competitive yet profitable quotes
• Automated quote generation to reduce manual effort
• Integration with CRM systems for seamless data flow

Popular Use Cases

• Streamlining complex product and service configuration
• Managing pricing rules and discounts
• Automating professional quote and proposal creation

Pros

• Improves quoting efficiency and accuracy
• Flexible and customizable for complex product catalogs
• Strong Salesforce integration capabilities

Cons

• Can be complex to set up for highly customized offerings
• Pricing is only available upon request
• Requires Salesforce CRM

Reviews

On Capterra, Conga CPQ has an overall rating of 4.0 out of 5. Reviewers praise its ability to automate the quoting process and improve sales productivity. Some note that it can take time to learn the more advanced features.

G2 users give Conga CPQ an average 4.2 out of 5 stars. They highlight the product's flexibility for building complex pricing rules but mention that customization can require developer support. Several call out the benefits of the Salesforce integration.

A Reddit thread discussing the career prospects of Conga CPQ skills suggests that while it is a more specialized skill set than Salesforce administration, the market for Conga CPQ roles is strong, especially as Conga expands the product to be more platform-agnostic. Commenters recommend maintaining both Conga CPQ and Salesforce skills for the best job opportunities.

Pricing

• Pricing information is not publicly available
• Quotes are provided based on specific business needs
• Conga CPQ is an add-on product for Salesforce Sales Cloud, which starts at $75 USD per user per month

Conclusions

When choosing the best sales force automation software for your needs, consider factors such as the size of your sales team, your budget, the complexity of your sales process, and the specific features you require. Look for tools that offer robust lead management, opportunity tracking, workflow automation, and analytics capabilities to help streamline your sales efforts and drive growth.

Among the top 15 sales force automation software options we've covered, Bardeen, Salesforce, and Oracle Eloqua stand out as some of the most popular and feature-rich solutions. Bardeen's AI-powered Chrome extension offers extensive automation capabilities and integrations, making it a versatile choice for teams looking to automate their sales processes. Download and install Bardeen's Chrome extension today and start automating your sales workflows with a 14-day free trial of premium features.

Salesforce and Oracle Eloqua are also powerful options, particularly for larger enterprises with complex sales processes. Salesforce offers robust predictive analytics and customization options, while Oracle Eloqua excels at seamless marketing tool integrations and cross-channel campaign management.

Ultimately, the best sales force automation software for your business will depend on your unique needs and goals. We encourage you to explore these top options, sign up for a free trial of Bardeen, and find the tool that empowers your sales team to work smarter, close more deals, and drive long-term success.