Best AI Sales Tools for Salesforce

ShareCRM is a comprehensive, AI-powered enterprise CRM solution built to seamlessly connect people, processes, and data. It manages the full customer lifecycle by integrating marketing automation, sales force automation, and service management in one unified platform. Businesses can engage customers across multiple channels, including websites, email, social media, and messaging apps. ShareCRM centralizes lead and customer data to create 360-degree profiles that help teams identify and prioritize high-value opportunities. Its sales tools support multi-stage pipelines, flexible pricing, quoting, and ERP integrations for order fulfillment. The platform also enhances service delivery by managing service requests, vendors, expenses, and on-site assessments. Collaboration features enable smooth communication, task tracking, and internal approvals across teams. With AI-driven insights and business intelligence reporting, organizations gain visibility into performance and ROI. Low-code customization allows companies to tailor workflows, interfaces, and permissions to their needs. ShareCRM empowers enterprises to scale operations while maintaining control and agility.

Enhance your business operations with a 24/7 AI Sales Development Representative, allowing you to tap into your total addressable market more swiftly and grow your team in real-time without the stress of recruitment. Experience accelerated growth as you automatically source high-quality leads daily, while engaging a larger pool of prospects through tailored messaging. Streamline every aspect of your outreach process, from identifying and researching potential clients to crafting personalized communications and scheduling meetings. With access to every buyer globally in real-time, Alice effectively prioritizes and connects you with your ideal customers, focusing solely on companies currently in need of your solution. She delivers prospect insights that are specifically tailored to your business, facilitating outreach that is highly customized and driven by AI-enhanced research. Alice’s ability to hyper-personalize outreach surpasses human effectiveness, leading to improved conversion rates due to this meticulous approach. Additionally, she automates follow-up communications, ensuring a steady engagement with prospects throughout the entire outreach journey. Ultimately, this innovative solution not only saves time but also drives meaningful relationships with potential clients.

D&B Hoovers can help you create a more profitable relationship from prospect to client faster. Find key prospects and growth opportunities. D&B Hoovers, a sales acceleration solution, provides a faster path to prospect to profitable relationship through the use of data and analytics. B2B sales professionals can connect with customers faster to grow their businesses. Access detailed intelligence on over 120 million business records. Provide insight and intelligence into the tools that your marketers and sellers use every day. A user-friendly interface and automated workflow features, including triggers, alerts and smart lists, as well as intuitive search and conceptual search. D&B Hoovers combines Dun & Bradstreet's largest commercial database with sophisticated analytics to provide a rich sales intelligence solution. D&B Hoovers provides dynamic search and list-building capabilities as well as realtime trigger alerts, detailed company profiles and valuable research reports.

SalesTarget.ai revolutionizes sales through AI integration, enhancing every aspect of the workflow from initial outreach to finalizing deals. The Intelligence Engine processes over 840 million profiles and analyzes more than 4,000 data signals to identify the most promising leads. With the AI Co-pilot, users receive tailored suggestions on whom to reach out to, the best approach to take, and optimal timing for follow-ups to ensure maximum effectiveness. It also automates outreach communication, experiments with subject lines, and continuously improves based on campaign performance. The Power Dialer, LinkedIn Automation, and Email Outreach features work together seamlessly, driven by AI insights that remove uncertainty from the process. Sales managers benefit from precise forecasting and early indicators of potential risks, while representatives can focus more on closing deals instead of administrative tasks. This all-in-one AI-driven platform empowers every sales rep to achieve top-tier performance.

Fathom is the free AI meeting assistant that instantly records, transcribes, and summarizes your Zoom, Meet, or Microsoft Teams meetings so you can focus on the conversations instead of taking notes. Fathom is an AI-driven meeting assistant that automatically records, transcribes, and summarizes your virtual meetings across platforms like Zoom, Google Meet, and Microsoft Teams. Designed to save time and increase productivity, Fathom generates actionable summaries in under 30 seconds and syncs with your CRM for streamlined follow-ups. The platform's unique features include real-time transcription, meeting highlights, and the ability to share clips, making it ideal for teams looking to improve meeting efficiency and reduce administrative work.

VeloxyIO Inc. is an AI-powered sales software that provides predictive forecasting and sales enablement for Salesforce CRM. Our mission is to empower Sales Reps to engage with Salesforce and get more from it than they put in. We also provide better forecasts and analytics to Sales Management to see which actions really drive the pipeline. The right data at exactly the right time! Inbox and Veloxy Mobile automatically log actions such as calls, emails opened, replies, opens, and clicks. This makes it easy to add and maintain information while on the move, making it a natural step in your sales workflow. These tools provide Sales Reps with the right data at the right moment based on their context, location, and upcoming events. This allows them to focus on their priorities without having the need to search for anything. You can see which actions really drive pipeline growth! Veloxy Analytics provides Sales Managers and Ops with more accurate forecasts based upon historical analysis of biases and the analytics tools that allow them to examine how different sales activities relate to pipeline growth.

Kixie: Smarter Calling & Texting for Revenue Teams Kixie is the AI-powered sales engagement platform that helps teams connect faster, close more deals, and scale effortlessly—all while keeping it personal. 🔥 Outbound Sales: Boost connection rates up to 400% with AI-powered Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Automate calls & texts for instant follow-ups and high-converting outreach—without the manual work. 📞 Inbound Sales & CS: Handle more calls with smart CRM-based routing, shared SMS inboxes, and instant auto-replies. 📊 RevOps & Leadership: Get AI-driven insights, real-time coaching tools, and advanced analytics to level up your team. 💥 Supercharge your sales team today! Visit our website to get started for free, no credit card required.

Drift is a conversational AI platform designed to help businesses engage website visitors, qualify leads, and accelerate the sales process through real-time messaging. The platform uses AI chat agents to interact with visitors, answer questions, and guide prospects through personalized buying journeys. Drift enables marketing teams to capture high-intent leads by identifying visitors and gathering relevant company data such as location, account history, and engagement signals. Instead of requiring users to fill out forms, Drift allows prospects to instantly chat with AI or connect with a sales representative. These conversations help businesses respond faster to buyer interest and shorten the time it takes to move prospects through the sales funnel. Drift also routes qualified leads directly into sales workflows, allowing teams to follow up with context and personalized communication. Built-in reporting tools provide insights into conversation performance, engagement metrics, and revenue attribution. These analytics help organizations refine their conversational marketing strategies and improve conversion rates. Drift integrates with CRM systems and sales platforms to ensure conversations are aligned with existing revenue processes. By combining AI-driven conversations with real-time buyer insights, Drift helps businesses create more engaging customer experiences and generate stronger sales pipelines.

Convoso: The Ultimate Dialer for Sales Teams Who Mean Business Since 2006, Convoso has redefined what it means to excel in outbound sales. Powered by cutting-edge AI, our platform doesn’t just support growth—it drives domination. We’re here to help you stand out, boost profitability, connect with more leads, and crush engagement like never before. And don’t worry—our built-in compliance tools ensure you stay on the right side of TCPA and all the other regulations. Convoso is trusted by thousands of businesses across industries like insurance, financial services, solar, home services, BPOs, lead generation, and legal. We’re not just a dialer. We’re the tool that closers rely on to win.

Jiminny is a leading Conversation Intelligence platform designed to capture and analyze key go-to-market insights across video, voice, and email. Powered by AI, it automates data entry into your CRM, saving your team time and improving productivity. Jiminny enables revenue teams to focus on selling smarter, achieving faster growth, and closing more deals. With its intuitive interface and actionable insights, Jiminny equips managers to effectively develop their teams and helps executives make confident, data-driven decisions. The platform delivers measurable ROI within six months, offering a seamless onboarding process and a user-friendly experience. Empower your business with Jiminny to transform conversation intelligence into a driver of revenue growth.

ZoomInfo is a leading business intelligence platform that provides companies with comprehensive data and insights about businesses, professionals, and market trends. It helps organizations streamline their sales, marketing, and recruitment efforts by offering detailed profiles, contact information, and firmographics for millions of companies and decision-makers. ZoomInfo leverages AI-driven analytics and data mining to deliver actionable insights, helping businesses identify new opportunities, optimize outreach, and make informed decisions. With tools for lead generation, account management, and sales prospecting, ZoomInfo is widely used by sales and marketing teams to accelerate growth, improve targeting, and enhance customer engagement.

Expand your audience with our versatile engagement platform that utilizes genuine data, tailored strategies, and comprehensive automation. Successfully connecting with the appropriate individuals at the optimal moments is essential for fostering a robust network. With our industry-leading email sourcing and sequencing, you can effectively target the key players who are crucial to your success. Our unique lead generation technology helps you draw in knowledgeable, professional, and high-caliber prospects. Furthermore, our system is designed to integrate seamlessly with all your preferred sources. Through data enrichment, we gather precise contact details, ensuring each new prospect is verified so you never miss out on potential opportunities. Additionally, Buzz generates insightful reports that highlight actionable improvements, allowing you to drive ongoing growth and enhance efficiency. Automated sequential cadences facilitate well-timed follow-ups for your direct messages and subtle engagement points, ensuring that every interaction is as impactful as possible. By leveraging these features, you can truly elevate your outreach efforts.

Apollo is the platform for your entire end-to-end sales strategy. Sellers and marketers use Apollo to discover more customers in market, connect with contacts, and establish a modern go-to-market strategy.

Salevant.ai, an AI-powered assistant for meetings, is tailored specifically to the real estate industry. It helps assess buyer interests, makes notes and manages the performance of real estate agents with precision. Salevant.ai records client conversations using WhatsApp voice notes. It extracts key insights from every meeting. It can identify buyer requirements, analyze their tone, and gauge their level of interest in a property. This model also evaluates the skill set and efficiency of real estate agents. You can track their performance using a user-friendly dashboard. The dashboard provides customizable filters based upon agents, buyers or properties. It also provides a comprehensive history of each and detailed analytics. Salevant.ai seamlessly integrates with your CRM and existing database to ensure your information is always current.

Gong is a robust AI-powered revenue platform that enables businesses to centralize their revenue workflows and optimize engagement strategies. It integrates with existing CRMs, providing in-depth customer insights, accurate forecasting, and improved sales execution. Gong's platform supports teams by offering data-driven intelligence on customer interactions, eliminating redundant tasks, and improving productivity. With Gong’s tools like Gong AI and Gong Data Engine, companies can streamline operations, enhance sales coaching, and drive business outcomes more effectively.

Minimize lost opportunities by engaging in the right tasks with the appropriate individuals. Leveraging automated tools, from interpreting buyer signals to establishing effective sales cadences, can significantly boost your deal closures. To enhance your email experience, consider acquiring the essential features for Gmail or Outlook. Cirrus Insight offers a comprehensive solution that seamlessly integrates with Salesforce, bringing all necessary information directly to your inbox. By incorporating a bit of automation into your sales workflow, you can bypass the tedious task of manually documenting activities in Salesforce. The repetitive nature of data entry, copying, pasting, and navigating between various applications can be a significant drain on your efficiency. By optimizing your time, you can focus on high-value activities rather than being bogged down by administrative tasks. Managing your CRM shouldn't feel like a burden slowing you down; with Cirrus Insight, you can gain the flexibility and time needed to refine your sales strategy and connect with a greater number of potential customers. Updating your Salesforce activities can consume a lot of your time, especially when trying to follow up with leads that may not be immediately interested in making a purchase, thus highlighting the need for a more efficient approach.

The backbone of revenue management lies within a central nervous system that ensures no revenue signal goes unnoticed. By delivering the appropriate data to the right individuals at the precise moment and location they require it, you empower them to excel in their roles. It is crucial to stay informed about significant developments, whether it's tracking leads, closing deals, or handling cases. Provide your team with the necessary insights and direct them towards the most effective actions. Integrate your workflow with platforms you already use, such as Slack and MS Teams, allowing seamless search, access, and editing of your CRM. Understand critical metrics, monitor team activities, and step in to provide coaching as needed, while also measuring performance and assessing the impact of vital initiatives. Troops alerts you instantly about events that could significantly influence revenue, simplifying the process for teams to identify and execute the right actions promptly, regardless of the device in use, enabling peak performance. Furthermore, Troops streamlines routine tasks for customer-facing teams, allowing them to allocate more time to engage with customers and prospects, ultimately driving higher satisfaction and success through enhanced focus on relationship-building.

Gain a clear understanding of the factors that contribute to your team's achievements. By tracking the journey from lead to opportunity and from cross-sell to renewal, over 10,000 businesses have effectively minimized risk, opened new avenues for growth, and accelerated their revenue streams. Effortlessly synchronize deal activities and engagement metrics to gain a comprehensive view of your sales process. It's crucial to recognize that activity data serves as the primary predictor of sales performance. Our system automates, integrates, and logs all team activities directly into your CRM. Uncover the specific actions your sales representatives have taken, identify any missed steps, and analyze how prospects have reacted, enabling you to achieve more reliable and predictable outcomes. Gaining insights into the distinctive practices of your top performers has never been simpler. Record, transcribe, and scrutinize every customer interaction throughout the sales process. Collect valuable transcripts, key phrases, trends, and talk durations. By merging conversation analytics with extensive activity tracking and advanced machine learning, you can enhance every aspect of your organization, including forecasts, reporting, product development strategies, and much more, ultimately driving sustained success. This thorough approach ensures you are well-equipped to adapt to changing market conditions and elevate your team’s performance continuously.

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our innovative, best-in-class platform and customer value programs empower companies to accelerate growth, mitigate risk and improve the employee experience. With Responsive, frontline teams deliver superior responses using intelligent technologies to quickly, accurately and automatically manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs).

Clari Copilot (previously Wingman) transforms your revenue team by enabling them to win every revenue-critical situation. Clari Copilot’s conversation intelligence platform gives reps and managers everything they need to compete fiercely and spot revenue leaks. They can also close deals faster. Clari Copilot and Clari together give you everything you need to manage revenue on a single platform. Clari Copilot stores your conversation data right where your sales team is working, Clari. Clari Copilot is used by top sales teams from Chargebee, Oktopost and Properly Homes to manage their revenue.

Tailor your cold emails, streamline follow-ups, and connect with leads on various platforms effortlessly. lemlist serves as your all-in-one solution for sales automation and cold emailing. Whether you have a team of just two or a large group of 200+, lemlist effectively addresses every challenge related to outreach automation. Boost your response rates by interacting with each prospect individually. Craft personalized introductory lines and engaging calls-to-action. Effortlessly incorporate any screenshots, personalized text, or company logos into your email visuals. Create dynamic landing pages and embed videos for added engagement. Initiate robust cold email campaigns, send follow-ups that feel personal rather than generic, and uncover more business opportunities. Elevate your deal-closing potential by engaging leads across multiple channels automatically. With one click, you can make cold calls and reach out to prospects. Incorporate tailored tasks and leverage social selling strategies. Collaborate seamlessly with your team and gain quick insights into the specific stage of each lead's journey. By doing so, you can create a more efficient outreach process.

Spekit is the modern sales enablement platform that unifies sales content and learning, and enables your reps in their flow of work with AI Sidekick, the most contextual Just-in-Time Sales Assistant™. AI Sidekick uses contextual AI agents (leveraging CRM, call intelligence, Gong, email information, etc.) to understand reps’ precise needs, and then surfaces personalized coaching, messaging support, answers, and learning. By enabling them in the flow of work™, AI Sidekick helps reps effortlessly prepare for calls, follow up, or create tailored deal rooms and buyer experiences, leading to better, faster deal execution, stronger buyer relationships, and reduced ramp times. This powerful Just-in-Time Enablement approach is backed by comprehensive sales content management capabilities that unite the best of DAP, KMS, CMS, and LMS features. With a robust repository, AI editing and governance features, and a built-in change management solution, enablement and marketing teams can effortlessly combat content decay and ensure consistent messaging. Beyond AI-powered content automation and delivery, Spekit provides granular analytics on content consumption and buyer engagement to optimize strategy and revenue attribution.

Aissist.io introduces a Hybrid AI Workforce that completes work from start to finish. Digital Agents function inside the platforms your team already uses and take over repetitive tasks such as tagging, summarizing conversations, routing issues, responding and updating internal systems. Companies adopt Aissist to scale sales, support and operations without adding more headcount. Customers report 83% automation, 2x performance at 50% cost and a 4.8+ CSAT when Digital Agents handle routine workload. Setup is fast because Aissist learns directly from your conversations, documents and product knowledge. Aissist understands text, image, video and voice input, integrates with any backend system through public APIs and works across chat, email, SMS, social channels and WhatsApp. Teams stay focused on important work while Aissist handles busywork.

RepEdge.ai is an AI-driven sales intelligence solution designed to help teams close more deals, faster. It automatically analyzes sales calls to provide accurate, actionable insights for reps and managers. The platform delivers tailored coaching feedback after every call, helping reps improve objection handling and next-step clarity. Real-time dashboards surface the most common objections across the team. RepEdge.ai pinpoints where deals are stalling and identifies risks within the sales pipeline. Conversion rates by stage help teams understand exactly where prospects drop off. The platform integrates seamlessly with popular tools like Salesforce, HubSpot, Zoom, and Slack. Setup takes minutes instead of weeks, eliminating long onboarding cycles. Transparent pricing makes advanced insights accessible to growing teams. RepEdge.ai empowers sales organizations to turn conversations into consistent wins.

Heyday's Conversational AI platform is for retailers. It combines the power and human touch of AI to deliver 5-star customer experiences. An online sales assistant that never sleeps can capture, engage, and convert leads. Heyday personalizes your website's customer experiences by connecting to your product catalogue to provide tailored search results and recommendations. Your associates are only contacted when customers are ready for purchase. AI powers Heyday to create the ultimate personal shopper experience. Are you overwhelmed by repetitive customer service inquiries? Heyday's powerful Conversational Ai technology eliminates repetitive customer service requests and saves your team time. This allows them to focus on customer conversations with higher value and our chatbot takes care the rest.