It is not surprising that the market for AI Sales Assistant Software is booming given the rising demand for sales assistance from artificial intelligence. The top 5 AI sales assistant software for 2024 will be discussed in this article along with how they can aid in the expansion of your company.
We’ll also look at the several ways these software solutions can be put to use, including how they may be utilized to automate repetitive work and enhance customer satisfaction.
Finally, we’ll talk about how these solutions can help businesses make better choices regarding their sales strategy by offering insightful information on consumer behavior.
We will go over the functionality, features, pricing, and use cases of each of the top 5 AI sales assistants. We’ll also look at some of the major advantages that companies can anticipate from utilizing these software solutions in 2024.
Top 5 AI Sales Assistant Software for 2024
AI sales assistants are becoming increasingly popular among businesses of all sizes. In 2024, these AI-powered tools will help sales teams to automate mundane tasks, improve customer experience and drive more conversions.
#1: HubSpot Sales Hub
A platform that assists sales teams in streamlining and improving their performance is called HubSpot Sales Hub. Teams may manage leads, keep track of customer interactions, and evaluate sales effectiveness using the variety of capabilities it offers.
Ineffective lead handling, a lack of visibility into the sales funnel, trouble keeping track of client interactions, and erroneous reporting on sales performance are some of the primary issues that Sales Hub seeks to address.
Top HubSpot Sales Hub features
Tasking and Sequences
What this is
HubSpot Sales Hub’s “Tasking and Sequences” feature is a tool that helps salespeople manage their tasks and follow up with leads through automated email sequences.
Why this matters
This feature is crucial because it gives salespeople the time they need to concentrate on selling while enabling them to remain efficient and organized. Additionally, the automated email sequences offer a mechanism to follow up with leads without having to actively remember to do so.
Our experience
We have found this feature to be very helpful in managing our tasks and following up with leads. One difficulty we had was remembering to update the task list on a regular basis. To solve this, we created a recurring reminder for ourselves to check the task list every day.
Workflows
Within HubSpot Sales Hub, a feature called workflows enables users to design and automate tasks and procedures. This can be useful for managing a sales pipeline because repetitive processes like updating contact information or sending follow-up emails can be automated.
Other actions can also be started by using workflows, such as notifying the sales team when a prospect completes a task.
Why this matters
Automating tasks and processes can help save time and improve efficiency for busy sales teams. It can also help ensure that important tasks are not forgotten or overlooked.
Our experience
We have found workflows to be very helpful in managing our sales pipeline. We have created workflows for various stages of the sale, from initial contact through to closing the deal. We have also found workflows to be useful in triggering other actions, such as sending notifications or creating task reminders
HubSpot Sales Hub’s AI Sales Assistant Software
What this is
The AI sales assistant software is a tool that helps sales teams to streamline their sales process and optimize their performance. It provides a range of features that can help teams manage leads, track customer interactions, and analyze sales performance. Some of the main problems that Sales Hub aims to solve include:
- Inefficiency in lead management
- Lack of visibility into the sales pipeline
- Difficulty tracking customer interactions
- Inaccurate reporting on sales performance
Why this matters
For sales teams who wish to increase their efficacy and efficiency, AI sales assistant software is an essential tool. The team may manage leads, keep track of customer interactions, and evaluate sales effectiveness using the variety of capabilities it offers.
Businesses may get around some of the biggest issues they have with their sales process by utilizing AI sales assistant software.
Inefficient lead management
The AI Sales Assistant Software provides a range of features that can help companies to efficiently manage their leads. These features include lead capture forms, Leadbot (a chatbot that helps to qualify leads), and contact management tools.
Lack of visibility into the sales pipeline: The Sales Hub platform provides users with a clear view of the entire sales pipeline, from the initial contact to the final sale. This allows companies to see where their deals are at and identify any bottlenecks in the process.
Difficulty tracking customer interactions: The Sales Hub platform provides users with a complete record of all customer interactions, including emails, calls, and meeting notes. This allows companies to track the progress of their deals and ensure that they are following up with customers in a timely manner.
Inaccurate reporting on sales performance: The Sales Hub platform provides users with accurate reports on their sales performance. These reports include metrics such as conversion rate, win rate, and average deal size. This allows companies to track their progress and identify areas for improvement.
Our experience
We have used the AI sales assistant software to streamline our sales process and optimize our performance. We have found that it is a crucial tool for sales teams that want to improve their efficiency and effectiveness. The Sales Hub platform provides us with a clear view of the entire sales pipeline, from the initial contact to the final sale.
This allows us to see where our deals are at and identify any bottlenecks in the process. Additionally, the Sales Hub platform provides us with a complete record of all customer interactions, including emails, calls, and meeting notes.
This allows us to track the progress of our deals and ensure that we are following up with customers in a timely manner. Lastly, the Sales Hub platform provides us with accurate reports on our sales performance.
These reports include metrics such as conversion rate, win rate, and average deal size. This allows us to track our progress and identify areas for improvement.
Pros and cons of HubSpot Sales Hub
Pros
- HubSpot Sales Hub can help sales teams to streamline their sales process and optimize their performance.
- It provides a range of features that can help teams manage leads, track customer interactions, and analyze sales performance.
- The AI sales assistant software is a crucial tool for sales teams that want to improve their efficiency and effectiveness.
- The Sales Hub platform provides users with a clear view of the entire sales pipeline, from the initial contact to the final sale.
- The Sales Hub platform provides users with a complete record of all customer interactions, including emails, calls, and meeting notes.
Cons
- HubSpot Sales Hub is a paid tool, and it does not offer a free trial.
- It can be difficult to learn how to use all of the features of HubSpot Sales Hub.
- HubSpot Sales Hub does not offer phone support.
Pricing
“$50/mo per user. min. 4 users. billed annually.”
This price is expensive compared to other AI Sales Assistant Software in the market. HubSpot Sales Hub does have a free trial, but you have to get a quote for pricing.
Conclusion
HubSpot Sales Hub is more expensive when compared to substitutes like Pipedrive and Salesforce.
A clear perspective of the sale pipeline, through records of customer interactions, and precise reporting on sales success are all capabilities offered by HubSpot Sales Hub, which offers a more extensive collection of functionality.
The Sales Hub software is also simple to use and navigate. HubSpot Sales Hub is ranked first on our list for these reasons.
#2: ZoomInfo SalesOS
A software program called ZoomInfo SalesOS aids sales representatives in finding the ideal leads, comprehending client demands, and gaining more business. In order to help sales representatives locate the best leads, comprehend customer needs, and close more deals, the software leverages artificial intelligence (AI).
The Software is made to make it easier for sales representatives access to information about important relationships, create accurate contact databases, and see fresh prospects, the software also aids businesses in increasing their sales productivity.
Top ZoomInfo SalesOS features
AI Sales Assistant Software
What This Is
The ZoomInfo SalesOS’s #1 feature is its AI sales assistant software. This software is designed to help sales reps engage with the right prospects, prioritize their time, and close deals faster.
The software uses artificial intelligence (AI) to provide sales reps with insights and tools to help them find the best leads, understand customer needs, and win more business.
Why This Matters
The AI Sales Assistant Software is a valuable tool for companies that want to improve their sales performance.
The software helps companies increase sales productivity by providing sales reps with insights into key contacts, building accurate contact databases, prioritizing leads, identifying new opportunities, and tracking deal progress.
Additionally, the software helps companies improve their customer segmentation and targeting, performance, and efficiency, and lead generation and pipeline management.
Our Experience
We used the AI Sales Assistant Software to help us find the best leads for our business. The software was easy to use and helped us understand customer needs better than we ever could have without it.
We also found that the software helped us improve our sales productivity by providing us with insights into key contacts, building accurate contact databases, and identifying new opportunities.
Additionally, the software helped us improve our customer segmentation and targeting by providing us with insights into customer needs.
Customizable Dashboards and Reports
What this is
Users of SalesOS can design unique reports and dashboards to monitor sales performance information. Reports can be altered to display particular data types, time intervals, and benchmark metrics. Users can also set up reports to be generated and emailed automatically on a regular basis.
Why this matters
Making decisions on where to spend resources and how to increase sales productivity requires quick access to reliable sales data. Customized reports and dashboards aid in making sure that pertinent information is constantly accessible.
Our experience
We found the customizable dashboard feature extremely helpful in tracking our progress against sales goals. The ability to see real-time data on key metrics helped us identify areas of improvement and make necessary adjustments quickly. However, we did find the interface somewhat confusing at times which made it difficult.
Account Segmentation
What this is
You can segment your accounts with the Account Segmentation function according to factors like region, industry, size, and more. By doing this, you can direct your outreach to the accounts with the highest conversion rates.
Why this matters
Businesses utilize account segmentation to increase the likelihood that a sale to a new account will be successful. They can focus their sales and marketing efforts on similar organizations by figuring out what makes their greatest clients tick.
Also, by concentrating on the accounts that are most likely to close, account segmentation can assist sales teams in setting priorities for their time.
Our experience
We used the account segmentation feature to target our outreach to companies in our industry that were located in our region. We found that this helped us generate more qualified leads and improved our conversion rate.
However, we did have some difficulty understanding how to use all of the criteria options at first. Luckily, there is a helpful customer support team that was able to walk us through it.
Pros and cons of ZoomInfo SalesOS
Pros
- AI Sales Assistant Software helps sales reps find the best leads and understand customer needs.
- The software is designed to help sales reps engage with the right prospects, prioritize their time, and close deals faster.
- The software helps companies improve their sales productivity by providing sales reps with insights into key contacts, building accurate contact databases, and identifying new opportunities.
- The software helps companies improve their customer segmentation and targeting, performance, and efficiency, and lead generation and pipeline management.
- The software is easy to use and helps sales reps understand customer needs better than they ever could have without it.
Cons
- The pricing can be a bit high for some users.
- The interface can be confusing and difficult to navigate, which can be more beginner and user-friendly.
- The reporting features could be improved a little.
Pricing
“Get a quote”
ZoomInfo SalesOS is a bit on the expensive side, however, it is a very comprehensive tool that does a lot of things. It has a free trial, but you have to get a quote for pricing.
Conclusion
ZoomInfo SalesOS is more expensive when compared to substitutes like SalesforceIQ and Pipedrive. It also offers a greater variety of capabilities and is a more complete tool. ZoomInfo SalesOS is an excellent solution to take into consideration if you’re searching for a tool to assist you increase your sales productivity.
#3: Scratchpad
With the software tool Scratchpad, you may view all of your leads and possibilities in one location. In order to just see the information that is pertinent to you, you can also tailor what you see. Moreover, salesforce allows you to immediately link notes to contacts, leads, and accounts.
Scratchpad stands out due to its capacity to assist businesses in properly managing their sales funnel and ensuring that deals are progressing through it. Additionally, by eliminating the need to manually search for account information, the ability to automatically link notes to accounts in Salesforce saves time.
In managing our sales pipeline, we found the Pipeline View to be highly user-friendly and beneficial. We could quickly identify which agreements were progressing and which ones were stumbling. Furthermore, we discovered that having the ability to instantly connect notes to accounts in Salesforce saved us a ton of time.
Top Scratchpad features
Pipeline View
What This Is
The “Pipeline view” is Scratchpad’s top feature. You may view all of your leads and opportunities at once with the Pipeline view. In order to just see the information that is pertinent to you, you can also tailor what you see. Moreover, salesforce allows you to immediately link notes to contacts, leads, and accounts.
Why this matters
Because it gives businesses a visible perspective of their sales funnel, the Pipeline View is crucial. This openness is essential for managing a sales force properly and making sure that deals are moving swiftly through the pipeline.
Additionally, by eliminating the need to manually search for account information, the ability to automatically link notes to accounts in Salesforce saves time.
Our experience
We found the Pipeline View to be very user-friendly and helpful in managing our sales pipeline. We were able to easily see which deals were moving through the pipeline and which ones were stuck. Additionally, we found that being able to link notes directly to accounts in Salesforce saved us a lot of time.
Smart Views
What this is
With the help of the functionality known as Smart Views, customers can design unique displays of their data based on specific criteria. For instance, a user may design a view that only displays chances or leads that have reached a given point in the sales cycle.
Why this matters
Companies that wish to swiftly and easily be able to see only the data that is pertinent to them will find this option valuable. By enabling users to focus on the most crucial information, it saves them time by helping them to narrow down their data.
By giving managers access to all of their team’s data in one location, it can also assist managers in gaining a general understanding of how their team is performing.
Finally, it can assist salespeople in seeing trends and patterns in the behavior of their clients so that they can modify their selling approaches accordingly.
Our experience
We used this feature to create a view of all the leads that had been contacted in the past week. This allowed us to quickly and easily see which leads needed follow-up and who hadn’t been contacted yet.
Additionally, we were able to track the number of contacts made per lead, as well as the response rate, so we could gauge our success rate. One difficulty we had was that there was no way to export this data into a CSV file, so we had to take screenshots instead.
However, this was not a major issue and did not impact our ability to use the feature effectively.
Allows You To See All Of Your Accounts And Opportunities On One Screen
What this is
The Scratchpad AI Sales Assistant Software tool has a feature that allows you to see all of your accounts and opportunities on one screen and customize the information you see.
Why this matters
This is important because it allows you to see all of your accounts and opportunities in one place, which makes it easier to manage your pipeline.
Our experience
We used this feature to manage our pipeline and it was very helpful. We were able to see all of our accounts and opportunities in one place, which made it easier to track our progress.
We did have some difficulty managing our pipeline when we first started using Scratchpad, but we were able to solve this by creating a custom view for our pipeline.
Pros and cons of Scratchpad
Pros
- Saves time by allowing you to see all of your accounts and opportunities in one place
- Customizable views allow you to see only the data that is relevant to you
- Linking notes to accounts in Salesforce saves time by eliminating the need to search for account information manually
- The Pipeline View allows you to see all of your leads and opportunities in one place
- Smart Views allows you to create customized views of your data
Cons
- The Scratchpad AI Sales Assistant Software tool is only available in English
- There is no free trial available for Scratchpad
- Some features are only available to users who have a paid subscription
Pricing
You can start for free without any credit card needed.
Conclusion
Compared to alternatives like Pipedrive and Salesforce, Scratchpad is more affordable and also has a free trial. Additionally, Scratchpad has more features specifically for sales teams, such as the Pipeline View and Smart Views. And finally, Scratchpad has better customer support, with support available in Spanish.
Scratchpad is ranked third on our list since it is more reasonably priced than competing products and offers a free trial. Scratchpad also provides additional capabilities designed especially for sales teams, like the Pipeline View and Smart Views.
Finally, Scratchpads offer better customer service and provide Spanish-language assistance.
#4: Clari
AI sales assistant program called Clari is a piece of software. It is distinctive because it has features like Opportunity Scoring and Insights, which rates chances based on their propensity to close and offers information on why an opportunity could be in a particular stage.
You may also alter your fields and filters to better suit your own requirements by using the custom Fields and Filters function. Finally, depending on the information in your sales CRM, the Next Best Action Suggestions function suggests the optimal course of action for each opportunity in your sales funnel.
Overall, we discovered that Clari was a useful tool for determining which chances were most likely to expire and for allocating our time in the most effective ways. We did, however, have some confusion regarding the generation of the suggestions and the many data pieces that went into the grading system.
We were able to comprehend how the scoring system functions and how to analyze the data after conducting some studies and contacting Clari’s support service. Furthermore, we discovered that the suggestions were often correct and beneficial.
Top Clari features
The Opportunity Scoring and Insights
What this is
The Opportunity Scoring and Insights feature in Clari’s AI Sales Assistant Software uses data analytics to score opportunities based on their likelihood of closing, as well as provides insights into why an opportunity might be at a certain stage.
Why this matters
This is useful for companies that want to do AI Sales Assistant Software because it allows them to prioritize their sales pipeline and focus on the deals that are most likely to close.
Additionally, the insights provided by this feature can help sales teams understand why an opportunity is at a particular stage, which can be helpful in moving the deal forward.
Our experience
We used this feature extensively when we were working on our own AI Sales Assistant project. It was particularly helpful in understanding which opportunities were most likely to close and prioritizing our time accordingly.
However, we did have some difficulty understanding all of the data points that went into the scoring system. After doing some research and reaching out to Clari’s support team, we were able to understand how the scoring system works and how to interpret the data.
Custom Fields and Filters
You can modify Clari’s fields and filters to meet your unique requirements by using the Custom Fields and Filters functionality. This feature allows you to build unique views of your data, which is useful if you want to concentrate on a certain aspect of your business or if you need to track a particular kind of data.
Creating custom fields and filters can be helpful for a number of reasons:
- You may want to track additional information that is not already included in the default fields offered by Clari.
- You may want to create a customized view of your data that includes only the information that is most relevant to you.
- You may want different users within your organization to have different views of the same data, depending on their role or level of access.
The Next Best Action Recommendations
What this is
The Next Best Action Recommendations feature in Clari’s AI Sales Assistant Software provides recommendations on the best actions to take for each opportunity in your sales pipeline, based on the data in your sales CRM.
Why this matters
This feature is useful for companies that want to do AI-assisted sales because it helps salespeople focus on the opportunities that are most likely to close and provides guidance on the best actions to take to move those opportunities forward.
Our experience
We used the Next Best Action Recommendations feature in Clari’s AI Sales Assistant Software to help us focus on the opportunities that were most likely to close and to provide guidance on the best actions to take to move those opportunities forward.
We found that the recommendations were generally accurate and helpful, but we did have some difficulty understanding how the recommendations were generated. We solved this difficulty by reading the documentation and reaching out to customer support.
Pros and cons of Clari
Pros
- Easily integrates with Salesforce
- User-friendly interface
- Opportunity Scoring and Insights feature is helpful in understanding which deals are most likely to close
- Custom Fields and Filters feature allows for customization
- The Next Best Action Recommendations feature provides guidance on the best actions to take for each opportunity
Cons
- Can be difficult to understand all of the data points that go into the scoring system
- Recommendations may not be accurate 100% of the time
- May be difficult to interpret the data
Pricing
“Get a quote”
Based on the reviews above, it seems that the pricing for Clari is expensive compared to other AI Sales Assistant Software tools in the market. However, it is unclear if there is a free trial or not. You may need to get a quote from Clari in order to determine the pricing.
Conclusion
Compared to alternatives like SalesforceIQ and Copper, Clari is more expensive. However, Clari offers more features, such as Opportunity Scoring and Insights, Custom Fields and Filters, and Next Best Action Recommendations.
Clari came in at number four on our list because it helped us prioritize our time by enabling us to identify which opportunities were most likely to close. You may also alter your fields and filters to better suit your own requirements by using the custom Fields and Filters function.
Finally, depending on the information in your sales CRM, the Next Best Action Suggestions function suggests the optimal course of action for each opportunity in your sales funnel.
#5: Drift
With the use of the software solution Drift, sales teams may communicate in real time with leads and customers. It has a chat interface that lets sales representatives respond to inquiries, share knowledge, and put prospects in touch with subject matter experts.
Moreover, a video capability is provided, enabling sales representatives to capture and insert video into emails.
Drift stands out from other AI sales assistant software because it emphasizes in-the-moment communication. Sales representatives can respond to inquiries and provide information in real time. Through Drift’s chat interface, which can be a useful tool for certifying leads and clients.
Also, the video feature from Drift enables sales representatives to create and embed films in emails, which can be useful for diverting inquiries that can be answered in other ways.
Top Drift features
What’s Your #1 Goal for This Conversation?
What this is
The “What’s Your #1 Goal for This Conversation?” feature allows you to set a goal for each conversation. You can choose from a list of goals, or create your own custom goal.
Why this matters
Having a goal for each conversation is important because it gives you direction and helps you stay focused on what you need to accomplish. It also allows you to track your progress over time and see which conversations are most successful.
Our experience
We used this feature when we were trying to book more meetings with potential leads. We found that it was helpful in keeping us focused on our goal and helped us book more meetings as a result.
However, we did have some difficulty using the custom goal feature, as it was not always clear how to create a custom goal that would be effective. We solved this problem by working with our sales team to come up with an effective custom goal.
Qualifier
The “Qualifier” element of Drift’s AI sales assistant software is its second-most crucial component. With the help of this function, you can determine whether a lead is sales-ready by asking them a series of questions.
What this is
The Qualifier is a chatbot that asks your lead a series of questions in order to qualify them as sales-ready. It is customizable, so you can decide what kind of information you want to collect from your leads.
You can also choose how many responses you want from each lead, and if you want the bot to end the conversation after qualifying or not. You can use default questions provided by Drift, or create your own custom questions.
Why this matters
This function is crucial since it saves businesses time by automatically determining which leads are ready to buy and certifying the rest Additionally, it enables businesses to gather crucial data about their leads that they may use later on in the sales process.
Our experience
We have used the Qualifier to ask our leads a series of questions about their company, budget, and timeline. We found it to be very helpful in qualifying our leads and identifying which ones were ready to buy.
However, we did run into some difficulties with the chatbot not always understanding our lead’s responses. To solve this problem, we contacted Drift’s customer support team and they helped us troubleshoot the issue.
AI sales assistant software
What this is
Drift’s #2 feature is its AI sales assistant software. This software is designed to help sales teams connect with leads and customers in real time. It features a chat interface that allows sales reps to answer questions, provide information, and connect leads with experts. It also includes a video tool that allows sales reps to record and embed videos in emails.
Why this matters
The AI sales assistant software is a powerful tool that can help sales teams connect with leads and customers in real time. It can also help sales teams qualify leads and customers, and deflect inquiries that can be addressed using other methods.
Our experience
We have used the AI sales assistant software to connect with leads and customers in real time. We have found it to be a valuable tool for qualifying leads and customers. We have also found it to be helpful in deflecting inquiries that can be addressed using other methods.
Pros and cons of Drift
Pros
- Real-time interactions
- Chat interface
- Video tool
- Customizable
- Helpful in qualifying leads
Cons
- Difficult to use custom goal feature
- Chatbot does not always understand responses
- Requires Drift customer support for troubleshooting
Pricing
“Drift offers a free trial and then has various pricing options depending on your needs. For our AI Sales Assistant Software needs, we paid $79/month. We think this price is affordable in the market for a tool that does AI Sales Assistant Software.”
Conclusion
Compared to alternatives like HubSpot Sales and SalesforceIQ, Drift’s pricing is on the lower end. However, it is important to note that Drift does not offer as many features as these other two options.
Final Words
Artificial intelligence (AI) sales assistants are made to handle repetitive activities like lead generation, customer service, and even sales discussions. They can be utilized to automate procedures and lessen labor-intensive manual work.
These software programs can give firms that want to stay ahead of the competition in 2024 a competitive edge by utilizing the power of artificial intelligence.
In the business world, AI sales assistant software is rising in popularity. Businesses are turning to AI-powered software solutions to help them reach their goals as they search for ways to improve the accuracy and efficiency of their sales process.
