7 Salesforce Automation Software Tools for Boosted Workflows

Looking for the best Salesforce automation software to streamline your sales processes and boost productivity? Our comprehensive guide to the top 7 Salesforce automation tools on the market has you covered. 

We’ve tried and tested these Salesforce automation tools to see which ones truly offer value for businesses. In this guide, we’ve assessed each tool by its features, usability, pricing, and user reviews from trusted sources like G2 and Capterra.

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. Get ready to revolutionize your sales workflow with our ultimate resource on the best sales force automation software available today.

What is Salesforce Automation Software?

Salesforce automation tools help businesses streamline processes and enhance customer satisfaction. They use artificial intelligence to automatically perform repetitive yet essential tasks without much manual input.

With SFDC automation tools, you can carry out a wide range of tasks more easily, including sending emails, personalizing messages, collecting data from the web, updating records, analyzing your sales processes, and creating reports.

So, what are the benefits of using Salesforce automation tools? Here are some examples:

• Increased Productivity
• Improved Customer Relationships
• Easier Customer Interaction
• Clearer Overview of the Sales Process
• Data-Driven Decisions

Best Third-Party Salesforce Automation Tools

Here are the 7 best Salesforce automation software. Compare features, pros, cons, and customer reviews to find the best tool for your business needs.

1. Bardeen

Looking for versatile Salesforce automation software that goes beyond the basics? Bardeen 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 sales force automation tool for businesses.

Bardeen has a range of features that help it stand out among other Salesforce automation tools. 

Available as a Google Chrome extension, Bardeen can automate just about anything. For instance, you can scrape data from LinkedIn to use for lead generation and sales prospecting. You can also enrich your lead data using AI-powered data integrations.

While it massively helps with Salesforce automation, Bardeen is more than just a Salesforce automation software. Why not automate routine tasks to enhance your business processes? You and your sales team can send automatic emails and follow-ups to enhance your outreach or generate personalized messages to improve the customer experience.

Automation software automates workflows to improve your efficiency and customer engagement. Enrich your sales process with Bardeen using no-code automations to save you time and money, as well as speed up your Salesforce processes.

Key Features:

• 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

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

User Reviews:

Bardeen scores highly in user reviews online. It has an overall rating of 4.5 out of 5 on Capterra and a huge 4.9 out of 5 rating on G2. Those who have tried it generally have glowing reviews and wouldn’t hesitate to recommend Bardeen to others.

What users liked most about Bardeen - and what we also found most exciting - was its ease of use and extensive integration options. For example, 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."

Another user loved the time-saving benefits and powerful automation features, adding, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

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

If you're looking for a comprehensive sales force automation tool that leverages AI and integrates with your favorite apps, give Bardeen a try. Download the Bardeen Chrome extension today to 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 is one of the best sales force automation tools for integrations. It offers more than 700 integrations to various marketing tools, allowing you to personalize and streamline your marketing efforts across multiple channels. 

The platform provides robust tools for lead generation, email marketing, campaign management, and analytics. You can implement ABM strategies to engage and convert target accounts and connect data from any system with an open framework. Oracle Eloqua's extensive integration capabilities make it easy to connect with CRM systems like Salesforce, ensuring a cohesive marketing strategy with clean data across multiple regions.

Key Features:

• 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

Pricing:

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

User Reviews:

On G2, Oracle Eloqua has an average rating of 3.9 out of 5 stars from 613 reviews. Reviewers on Reddit and Capterra give similar ratings, highlighting its versatility and integration with other apps.

We found Oracle Eloqua to be a powerful tool for B2B marketing automation. Its library of integrations is enormous, making it a top choice for long-term marketing automation, especially if you’re using multiple CRMs. However, the cost and complexity may be hindrances for some individuals and small businesses. We also experienced a learning curve and occasional performance issues.

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

3. ZoomInfo Sales

ZoomInfo Sales is a sales intelligence tool that provides an extensive database of company and contact information. It offers advanced search filters and analytics, which help you build targeted prospect lists and gather valuable insights about specific industries, jobs, and companies. 

The tool’s accurate data and streamlined prospecting features make it a valuable piece of software for accelerating your sales cycle. Sales teams can use it alongside Salesforce to enrich existing leads with accurate contact information and key insights. ZoomInfo Sales also helps you track buyer intent signals to identify companies actively researching solutions, enabling you to boost productivity and close more deals.

Key Features:

• 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

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

User Reviews:

ZoomInfo Sales has impressive reviews online. For example, it has 4.4 out of 5 stars on G2 from over 8,400 reviews. The general sentiment on Capterra and Reddit is also positive, with users praising the tool’s extensive database, powerful search capabilities, data accuracy, time-saving features, and ability to significantly boost prospecting efficiency.

We’ve found ZoomInfo Sales to be a valuable tool for B2B prospecting data, particularly for medium to large enterprises. However, we noted occasional glitches and a steeper learning curve compared to similar prospecting tools.

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

4. TaskRay

TaskRay is a comprehensive project management tool that offers a wide range of features, including task automation, resource and pipeline management, lead scoring, customer engagement, collaboration, and analytics. It’s a valuable tool for automating Salesforce processes and uses the Salesforce platform directly.

Since TaskRay is native to Salesforce, it’s easily integrated into the platform. We found its workflow builder useful for constructing simple automations to manage tasks and analyze trends, which then helped us create actionable Salesforce automations.

Key Features:

• Uses templates and workflows to create automations for repetitive tasks
• Assign and manage projects with a clear overview of deadlines and resources
• Easy project management with features like Gantt charts and Kanban boards
• Provides real-time analytics to monitor performance and profitability

Pricing:

• Starter: $25 per user/month
• Standard: $40 per user/month
• Premium: $60 per user/month

User Reviews:

On G2, TaskRay has an overall rating of 4.5 out of 5 based on 156 reviews. We agree with this rating, as TaskRay is a top tool but does have its drawbacks. We enjoyed the user-friendly workflow builder and seamless integration capabilities, as they helped us perform quick Salesforce automations and manage projects easily.

However, we found the tool a little tricky to use at first. Some of the advanced features were challenging to implement without technical expertise, and there’s certainly a learning curve to navigate initially. TaskRay is more effective across larger organizations, as these enterprises can afford more premium features and dedicated support.

Pros

• Easily integrates into Salesforce to automate repetitive tasks
• Enhanced collaboration and customer experience
• Dedicated support for Salesforce teams

Cons

• Initial learning curve due to the breadth of features
• Pricing and collaboration features may not be cost-effective for smaller businesses
• Must pay extra for customer support and onboarding setup

5. HubSpot Marketing Hub

The HubSpot Marketing Hub is a comprehensive marketing automation software that offers an alternative to Salesforce. While they may be direct competitors, HubSpot offers an integration with Salesforce that allows you to use both to complement each other.

With the HubSpot Marketing Hub, you can automate lead generation and nurture prospects through personalized email campaigns. You’ll be able to create targeted content for each stage of the buyer's journey and then measure and optimize each campaign’s performance using detailed analytics. These features seamlessly integrate with Salesforce, making the HubSpot Marketing Hub a go-to Salesforce automation tool.

Key Features:

• 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

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 are also available but with limited features.

User Reviews:

On G2, HubSpot Marketing Hub has an average rating of 4.4 out of 5 stars from over 11,000 reviews. It boasts a similar rating on Capterra, with 4.5 out of 5 stars. HubSpot provides a handy alternative to Salesforce, but you can also use it alongside the tool via integrations and APIs.

Because of this, we feel that HubSpot Marketing Hub is a worthwhile investment for growing businesses. We liked the tool’s comprehensive feature set, ease of use, powerful automation capabilities, and seamless Salesforce integration. While it offers plenty of resources to get started, note that HubSpot Marketing Hub may be initially overwhelming and time-consuming to set up. Plus, there are cheaper tools out there if you’re operating on a budget.

Pros

• Seamless integration with Salesforce 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

6. Zendesk

Zendesk provides a comprehensive suite of tools to improve sales productivity and drive growth using Salesforce integrations. Its features include lead and contact management, opportunity tracking, automatic lead nurturing, follow-up communications, and workflow automation.

We believe Zendesk can help sales teams streamline their processes and focus on closing deals. With Zendesk to help you automate Salesforce processes, you can manage a high-volume sales pipeline and large contact database easily, gaining visibility into sales activities and deal progress.

Key Features:

• Lead and contact management to organize and track prospects
• Pre-built Salesforce integration to gain a complete overview of your customers
• 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

Pricing:

Zendesk sales software has three tiers of plans:

• Sell Team: £15 per agent per month (billed annually)
• Sell Growth: £45 per agent per month (billed annually)
• Sell Professional: £89 per agent per month (billed annually)

User Reviews:

We enjoyed Zendesk's ability to simplify customer support and provide a comprehensive view of customer interactions. The automations and customization options were useful, but the more advanced features required a plan with a higher price point, so this may not be suitable for smaller businesses or individuals. 

We also feel Zendesk may not be the best fit for managing the complete sales lifecycle compared to more sales-focused CRMs. On G2, the tool has an average rating of 4.3 out of 5 stars but is lower-rated on Capterra with just 4.0 stars.

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

7. Conga

Conga is a Salesforce automation tool that streamlines the quote-to-cash process. It allows you to create professional quotes and proposals in minutes, simplifying complex product and service configurations. Conga’s ability to generate accurate quotes quickly and reduce manual data entry makes it a valuable tool for improving sales team efficiency and effectiveness.

We’ve included Conga in this list due to its strong product configuration capabilities, pricing management features, quote automation, and Salesforce CRM integrations. You can use it to automatically prepare quotes and sort data for your Salesforce operations.

Key Features:

• 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

Pricing:

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

User Reviews:

Conga isn’t as highly rated as other tools on our list, but it’s still a worthwhile Salesforce automation software if your business creates and manages a lot of quotes. Conga has an overall rating of 4.0 out of 5 on Capterra and 4.2 out of 5 stars on G2. 

When we tested Conga, we particularly liked its ability to automate the quoting process and improve sales productivity. It gave us the flexibility to build complex pricing rules, but this also meant there was a steeper learning curve for the advanced features.

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

Salesforce Automations Without Third-Party Tools

Salesforce itself provides several automation features that you can use to boost your work efficiency. Here are the four main automations that Salesforce offers:

• Workflow Rules
• Process Builder
• Flow
• Apex

These features can be utilized for various purposes. For example, you can use the Workflow Rules to send automatic emails, create tasks, and update records. Complex processes can also be controlled. The Process Builder, for instance, can manage multi-step automations, while Flow gives you scope for even more sophisticated automations. Apex is the tool for Salesforce developers.

Salesforce Automations Best Practices

The key to using automated sales force tools is to start simple and gradually increase the complexity of your tasks as you learn the software. Here are three best practices to consider when using Salesforce automation tools:

1. Start Simple: There’s a lot that sales teams can benefit from with automation tools like Bardeen. Instead of rushing into things and overwhelming yourself, keep your commands and tasks simple. As you develop a deeper understanding of the tool, you can start to create more complex processes.

2. Link Processes Together: It’s much more efficient to link multiple processes together in one larger workflow than to have separate smaller workflows for each process. For instance, you could create one workflow for generating email content, personalizing each message with scraped data, sending daily emails, and sending follow-up emails.

3. Map Your Current Processes: Building and monitoring process maps will help you keep track of your workflows. This enables you to optimize the process further and identify any issues easily should they arise.

Final Verdict: Which Salesforce Automation Software is Best?

We’ve discussed some top-tier tools for Salesforce automations in this article, but now it’s time to decide which is best. Naturally, there’s no right answer, as it will depend entirely on your own personal preferences and needs.

When choosing your Salesforce automation software, 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 can meet your needs through features like robust lead management, opportunity tracking, workflow automation, and analytics.

Although we said there’s no right answer, the tool we found best was Bardeen. Here’s why you should seriously consider Bardeen to help streamline your sales efforts and drive growth:

• Hundreds of integrations with popular tools like Slack and Salesforce.
• Write workflows in natural language without the need for code.
• Catalog of guides helping you build automations.
• Free to use as a Google Chrome extension.

Bardeen is a popular and feature-rich solution for Salesforce process automation. Its AI-powered Chrome extension offers extensive automation capabilities and integrations, making it a versatile choice for teams looking to automate their sales processes. 

Get started with Bardeen today or book a demo to start automating your sales workflows with a 14-day free trial of premium features.