In sales, artificial intelligence (AI) is reimagining how businesses connect with customers, streamline workflows, and generate revenue.
AI sales tools use advanced algorithms and machine learning to automate tasks. They analyze customer information and predict buying trends, helping sales teams become more productive and effective.
These digital tools handle everything from finding leads to sending personalized follow-ups, letting sales professionals focus on building relationships, and closing deals. With AI, sales teams can outperform competitors and adapt to market changes.
In this article, we’ll explore five top AI sales tools enterprise teams can use to optimize their strategies.
Best tool for lead generation and prospecting
Generating leads and prospects is essential for a steady flow of customers.
Sales teams that secure leads and attract prospects can shorten the time to convert them into paying customers.
These strategies help sales reps focus on better opportunities and connect with customers early in their buying journey. AI improves software across many sectors, and AI sales tools are part of this trend.
Let’s look at a leading AI tool enhancing lead generation and prospecting for sales teams.
Cognism
- G2 rating: 4.6/5 (725 reviews)
Cognism is a global leader in sales intelligence. It offers a premium suite of features to help businesses connect with target customers.
The platform includes a central hub with important company and contact data, event details, and employee actions. It also provides lead intelligence, such as data validation, lead quality, and analysis.
Cognism shows its use of AI by including this technology in its objectives and key results (OKRs). The company has set OKRs to test and integrate AI tools into daily tasks.
The tool uses AI in its demand generation processes. For their podcast, for example, they use AI tools like Descript for transcription and content editing. While, APEX A.L.I.C.E helps them create outlines and generate video snippets.
Key AI features
Cognism is a first mover in AI integration. Here’s a summary of key AI features within their platform:
- AI search: Cognism’s flagship feature for lead generation and prospecting, enabling users to:
- Use natural language queries to find prospects that meet specific criteria.
- Perform text-to-command searches to quickly build targeted lead lists.
- Utilize voice search to locate prospects across multiple languages.
- Directly search for specific individuals or companies.
- AI-powered lead generation: Uses AI to identify high-quality leads that match a company’s ideal customer profile.
- Intent data powered by Bombora: AI identifies prospects who are actively searching for solutions, helping to prioritize leads that are ready to buy.
- Automated list building: AI creates targeted lead lists matching the ideal customer profile within seconds.
- Data enrichment: AI maintains data accuracy and updates databases with the latest company and contact information.
- Predictive lead scoring: Common in sales intelligence platforms, this AI feature ranks and prioritizes leads for better targeting.
- Chrome extension: Integrates with LinkedIn and other platforms to enrich profiles and lists, allowing efficient prospecting directly from web browsers.
Integrations
Cognism supports integrations with many industry-leading third-party tools. Some of these include:
- Salesforce: Shows companies as accounts and contacts as leads, giving full visibility of leads and accounts.
- HubSpot: Combines companies and contacts with CRM for effective data management.
- Outreach: Syncs accounts and prospects to enhance sales engagement and access outreach sequences.
- Salesloft: Connects accounts and people to improve sales processes and automate outreach.
Security and privacy
When it comes to security and privacy, Cognism aligns with the following practices:
- ISO and SOC compliance: Follows ISO 27001 and SOC 2 standards for robust security and privacy.
- Data protection: Uses hashing and encryption to protect all services and information.
- Regular reviews: Conducts ongoing assessments of data collection processes to improve security.
- Access control: Limits data access to authorized employees, contractors, and agents only.
Pricing
Plan | Price | Billing |
Enterprise | Contact Cognism for a direct quote | N/A |
Best sales assistant tool
Sales reps have many responsibilities. Their main tasks include market research and customer segmentation. They also identify sales and marketing channels and manage customer relationships.
In the past, sales teams did many tasks manually. They sorted emails, organized customer data, brainstormed marketing campaigns, and created sales strategies. These tasks take time and could lead to mistakes and missed opportunities.
Luckily, AI is stepping in to take over.
Let’s look at a top tool that’s fast-tracking sales teams’ capabilities through AI assistants.
HubSpot Sales Hub
- G2 rating: 4.4/5 (11,925 reviews)
With HubSpot Sales Hub, AI sales assistants can support human-led sales tasks.
HubSpot Sales Hub is part of their core CRM platform. It offers tools to improve workflow efficiency and features for engagement, like email tracking and automation, which help sales teams interact with prospects more effectively.
Data analytics provide important metrics on sales performance. They also track customer interactions, helping teams make informed decisions with real-time data. Enablement materials like templates and playbooks give sales reps resources to engage prospects and close deals.
Sales teams can use AI in many ways. When designed well, AI assistants improve customer-facing tasks and enhance the customer experience. The HubSpot Sales Hub AI chatbot answers customer questions quickly. It uses HubSpot’s knowledge base to provide accurate information 24/7.
Key AI features
Along with AI-led chatbots, here are some key AI features HubSpot Sales Hub is employing to assist sales professionals.
- AI forecasting: Uses predictive AI to analyze historical sales data and project future sales, helping teams verify consolidated forecasts against AI-powered predictions, access quarterly, monthly, and yearly forecasting insights, and easily compare forecasted data with actual numbers.
- Breeze Prospecting Agent: Launched in September 2024, automatically identifies high-quality leads by analyzing CRM data and external sources, matches prospects with your ideal customer profile, and personalizes outreach based on their business needs.
- AI lead scoring: Uses predictive models to prioritize leads, ensuring sales teams focus on the most promising opportunities.
- Content Assistant: An AI-powered tool that helps sales representatives draft emails quickly, create content for various types of written communication, rewrite, shorten, expand, or change the tone of selected text, and is also available on the HubSpot mobile app for iOS for composing emails on the go.
- Predictive deal scoring: Analyzes deal properties and recent activities to forecast the likelihood of closing a deal, helping teams prioritize high-potential opportunities.
- ChatSpot.ai: Integrates with HubSpot CRM data sources, enabling sales teams to get quick status updates on assigned contacts, find companies based on criteria like industry, location, and size, and list deals closing soon with stage and forecasted revenue.
- AI Insights: Provides predictive features that offer better analysis and recommendations for sales and customer engagement metrics.
Integrations
HubSpot Sales Hub supports integrations with over 100 third-party apps. Some of these include:
- Gmail: Integration with Gmail lets users track emails and log conversations directly in HubSpot.
- Databox: Provides real-time data visualization and reporting from HubSpot.
- Zerys: Supports content creation and collaboration within HubSpot for efficient marketing material production.
- Slack: Enables real-time notifications and updates from HubSpot, keeping sales teams informed about leads and customer interactions.
Security and privacy
As far as security and privacy go, HubSpot outlines adheres to the following practices:
- Defense-in-depth: HubSpot uses a defense-in-depth approach. It adds multiple layers of security throughout the organization and continually refines controls.
- Best practices: The company follows industry standards like the OWASP Top 10. It uses CIS Critical Security Controls and threat intelligence to enhance security.
- Data ownership: Users own their data in HubSpot. The security program protects this data per the Customer Terms of Service and Privacy Policy. HubSpot does not share or sell data between customers.
- GDPR compliance: HubSpot offers “GDPR delete” for permanent data removal. It provides consent tracking for communication, customizable subscription settings, and cookie consent banners for GDPR compliance.
Pricing
Plan | Price | Billing |
Free | $0.00 | N/A |
Starter | $20.00/per seat | Monthly |
Professional | $100/per seat | Monthly |
Enterprise | $150/per seat | Monthly |
Best tool for summarising sales meeting recordings
Sales teams rely on real-time knowledge sharing to stay updated on important tasks. They must capture information from team meetings, project data, quarterly projections, and customer insights.
Systems to capture knowledge and real-time information help businesses stay informed and plan for the future. With the right tools, work becomes easier for sales teams.
What tools on the market are currently helping teams fulfill this need? Let’s explore.
Meetgeek.ai
- G2 rating: 4.6/5 (377 reviews)
Meetgeek.ai is a personalized AI meeting tool for sales reps. It helps reduce unnecessary meetings and keeps key information from being missed.
The platform records video and audio, transcribes conversations, and summarizes customer data. It also integrates with Google Calendar to allow users to join meetings automatically. It takes notes and records important details, helping employees engage better in discussions.
Meetgeek’s software automates data entry workflows and shares meeting content and summaries. Its AI collects key points, actions, and decisions from meetings. Once the meeting ends, it creates clear summaries using pre-built meeting minutes templates. This automation ensures everyone has access to the latest information.
Integrations with top CRMs allow it to extract key insights from customer data and automate workflows.
Key AI features
- Automated meeting recording: The platform records video and audio during meetings, capturing all discussions without manual effort.
- Transcription and summarization: Meetgeek.ai transcribes conversations in real-time. It generates concise summaries for easy review of important points.
- CRM integration: Integrations with leading CRM systems allow automatic extraction of key insights. This enhances sales strategies.
- Meeting minutes automation: The AI documents meeting notes in pre-built templates. It provides a structured summary right after each meeting to keep teams informed.
Integrations
Let’s explore some of Meetgeek.ai’s integrations with third-party apps:
- Google Calendar: Meetgeek automatically joins scheduled meetings. It records, transcribes, and summarizes discussions.
- Pipedrive: Meeting recordings and transcripts sync directly into Pipedrive. This enhances sales tracking and insight management.
- Asana: The integration allows for easy synchronization of meeting recordings and highlights. Action items are organized for better task management.
- Slack: Meetgeek integrates with Slack to share notes and summaries. Teams can access action items directly in their channels for better collaboration.
Security and privacy
Trusted by over 10,000 teams, Meetgeek.ai says security is a “centerpiece” of its product offering.
Let’s explore its commitment to protecting customer data below.
- Private virtual network: Meetgeek operates on a secured private network of microservices within the AWS cloud.
- Compliance standards: The platform adheres to SOC 1-3 and ISO 27001 standards to ensure data security.
- Data encryption: All data in transit uses TLS encryption. Data at rest is protected by Advanced Encryption Standard with AWS key management.
- Security practices: The application follows the latest OWASP ASVS 4.0.2 security practices, utilizing CI/CD pipelines for security reviews.
Pricing
Plan | Price | Billing |
Basic | $0.00 (1 Host) | N/A |
Pro | $19.00 (1 Host) | Monthly |
Business | $39.00 /per month | Monthly |
Best tool for email deliverability
Unified communication is essential for quick sales processes. Emails are a trusted way to maintain these connections.
Effective email deliverability strengthens client relationships, boosts engagement, and drives conversions. High deliverability rates ensure messages reach their intended recipients, leading to better communication, trust, and increased sales.
Prioritizing email deliverability is essential for maximizing business impact. To achieve this, new tools like Instantly emerge to enhance email outreach and engagement rates.
Instantly
- G2 rating: 4.9/5 (3,143 reviews)
Instantly is a fully automated tool that boosts sending reputation and ensures emails reach inboxes rather than spam folders.
A key AI feature of Instantly is managing email campaigns. It uses algorithms to analyze user interactions, such as tracking opens, clicks, and responses.
Its dashboards provide insights and outreach scores, helping sales and marketing teams see if emails go to the main inbox or spam. Instantly’s Unibox combines replies from multiple email accounts, making it easier to manage responses for larger campaigns.
Using inbox rotation spreads emails across different accounts, reducing deliverability issues. The Warmup feature also improves the email sending reputation, lowering the chances of emails ending up in spam folders.
Key AI features
- Deliverability dashboard: This dashboard provides real-time insights into email performance. Users can track deliverability rates and improve their outreach to improve inbox placement.
- Slow ramp: Gradually increases email volume to build credibility with email service providers. This approach helps avoid spam flags and encourages organic engagement.
- AI-driven analytics: Uses advanced AI algorithms to analyze campaign metrics. It offers precise insights to improve overall email effectiveness.
- Private network of headless browsers: Simulates real user interactions. This warms up email addresses naturally, enhancing reputation and improving inbox placement.
Integrations
Instantly connects with thousands of third-party apps, supporting sales team functions even further. Here’s an overview:
- Google Sheets: Syncs campaign data to keep spreadsheets updated in real-time. This ensures streamlined analysis.
- Slack: Delivers notifications and updates about important campaign events directly to selected Slack channels.
- HubSpot: Automatically syncs leads, emails, and campaigns. This improves CRM management.
- Salesforce: Creates or updates contacts and records in Salesforce based on new Instantly events.
Security and privacy
Instantly.ai’s stance around security and privacy is as follows:
- CCPA and GDPR compliance: Meets California Consumer Privacy Act and EU General Data Protection Regulation requirements.
- Legal use of data: Personal information may be used to comply with laws, respond to government requests, and protect user rights.
- Account access: Users can view and update their account information.
- Data request rights: Individuals can request a copy of personal information collected last year.
Pricing
Plan | Price | Billing |
Free Trial | $0.00 (one month) | N/A |
Growth | $37.00 (1 Workspace) | Monthly |
Hypergrowth | $97.00 (1 Workspace) | Monthly |
B2B Leads Database | Starting at $47.00 (1000 verified leads) | Monthly |
Best tool for data scraping
Businesses need key insights into market trends, competitor analysis, and customer discovery. These insights make accurate forecasts and future plans easier.
Data scraping is a common method for gathering this information. It involves extracting large amounts of data from websites and knowledge bases, which can be labor-intensive and time-consuming.
AI tools automate this process using machine learning algorithms to recognize patterns and organize data.
Here’s our top pick of the top AI sales tool we feel reps can leverage for data scraping.
Clay
- G2 rating: 4.9/5 (142 reviews)
Clay uses real-time data scraping and over 50 data sources. It also includes AI features to enhance sales data. This platform helps teams connect with customers effectively. It provides accurate and up-to-date information.
The simple interface allows teams to access over 75 tools. These tools analyze leads using more than 300 details, ensuring each lead is examined closely.
AI helps users create personalized messages for prospects. By using AI insights, Clay improves connections with customers. This mix of data and AI speeds up sales. It also increases conversion rates.
Key AI features
- Real-time data scraping: Clay gathers up-to-date information from over 50 data providers to enrich sales data.
- Data enrichment tools: Access to over 75 tools captures critical information.
- Lead optimization: Optimizes leads using 300+ attributes.
- AI-driven messaging: AI helps craft personalized messages for better engagement.
Integrations
- Salesforce: Integrates with Salesforce to enhance CRM capabilities and manage customer relationships more effectively.
- HubSpot: Supports HubSpot integrations to streamline marketing and sales processes, enabling better lead tracking and engagement.
- Ocean.io: Integrates with Ocean.io for improved lead generation and data enrichment, enhancing targeting efforts.
- Typeform: Connects with Typeform to gather user feedback and insights through interactive surveys, enriching data quality.
Security and privacy
- Commitment to privacy: Clay AI prioritizes user privacy and adheres to data protection regulations.
- Data encryption: User information is safeguarded through encryption during storage and transfer.
- Minimal data collection: The platform collects only the necessary data for functionality.
- User control: Users can manage their data and request deletion whenever needed.
Pricing
Plan | Price | Billing |
Standard | Clay has not provided any pricing information | N/A |
AI sales tools: A look ahead
AI sales tools will transform the sales arena by streamlining processes and providing new insights.
The future of AI sales tools includes strides in predictive analytics, which will enable sales teams to anticipate customer needs more accurately. Companies will increasingly focus on integrating AI with existing systems to optimize workflows.
However, risks such as data privacy concerns and reliance on algorithmic decisions must be addressed.
Organizations must balance innovation with ethical considerations as AI develops to navigate future challenges.
People Also Ask
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How does AI enhance sales efficiency?AI boosts sales efficiency by automating tasks like data entry and lead scoring. It analyzes customer data for insights into buying behaviors, suggests optimal contact times, and personalizes communication, allowing sales teams to focus on meaningful interactions and close deals faster.
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What are the risks of using AI sales tools?AI sales tools pose risks such as data privacy concerns and potential bias in algorithms. Over-reliance on AI may hinder essential human elements like relationship building. Companies must implement safeguards to protect sensitive data and ensure fair treatment of all customers.
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How do AI sales tools integrate with existing CRM systems?AI sales tools integrate with CRM systems via APIs, enabling seamless data sharing. This integration ensures sales teams access updated information, streamlines processes, and improves lead management. It helps maintain continuity in workflows, enhancing overall efficiency in sales operations.