Best AI SDR Tools for Salesforce

Bigly Sales is an AI outbound calling platform that combines voice automation, telephony infrastructure, compliance controls, CRM connectivity, and campaign management in a fully managed service. The company handles number purchasing and management, carrier registration, whitelisting, spam monitoring, local presence dialing, and other infrastructure required to launch outbound calling campaigns. Compliance features are designed to enforce federal and state calling requirements before a call is placed rather than relying only on after-the-fact reporting. Bigly supports opt-out suppression, dialing-window restrictions, state-specific rules, consent workflows, and other TCPA-related controls at the system level. Its AI calling agents can contact new leads, conduct qualification conversations, schedule appointments, transfer qualified prospects, trigger follow-up messages, send payment links, and perform other sales actions. Call data can be pushed into CRM and API-connected systems so teams do not have to manually record transcripts, dispositions, qualification answers, or conversion outcomes. Reporting covers total calls, answer rates, lead-source performance, successful and unsuccessful dispositions, live transfers, appointments, SMS events, contracts, and payments. Bigly also continuously monitors campaign performance and adjusts prompts and qualification logic over time to improve results. The platform is used across industries including B2B SaaS, financial services, insurance, healthcare, home services, real estate, lending, education, telecom, ecommerce, dealerships, and professional services.

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.

Maximize revenue, increase sales and acquire your total addressable market. Find 1000 companies in the U.S. with 50 employees or more that use Salesforce OR Marketo. Next, find 25 contacts per company (25,000 total), that have directors or higher with the titles of sales, marketing, or IT. Include perfect emails, direct dials, and insights for all accounts and contacts. Once you have completed the upload, please exclude any contacts from our CRM and remove them from Salesforce. Artificial intelligence validates emails for all your ideal accounts and contacts. Artificial intelligence validates your phone numbers for all your ideal accounts and contacts. You can quickly build lists of the most profitable contacts. Quickly create lists of your most lucrative accounts. Our proprietary sales AI search engine allows you to research millions of accounts and contacts.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

Salesloft is a predictive revenue system designed to help sales organizations create pipeline, convert opportunities, and improve revenue execution. The platform brings together sales engagement, forecasting, conversation intelligence, deal management, pipeline inspection, and seller workflow tools. Its data and AI engine captures signals from account and buyer activity, separates meaningful indicators from background noise, and turns those signals into prioritized actions for revenue teams. Salesloft Rhythm helps sellers determine which prospects, accounts, and deals need attention and recommends next-best actions based on engagement and deal context. Cadence supports structured multichannel outreach, while Conversation Intelligence helps teams analyze sales calls and other buyer interactions. Deals and Inspect provide visibility into opportunity health, pipeline movement, and potential risks that could affect revenue outcomes. Clari Forecast supports sales forecasting and gives revenue leaders a structured view of expected performance. The platform can also trigger AI-assisted workflows for tasks such as forecast summaries, deal-risk analysis, meeting preparation, and follow-up. Salesloft is intended for sales representatives, managers, revenue operations teams, and executives that want a connected system for managing buyer engagement and revenue performance.

Apollo is an AI-driven sales platform that combines B2B data, prospecting, engagement, enrichment, and deal execution within a unified revenue workspace. Its business database helps sales and marketing teams identify companies and contacts using detailed targeting criteria and access verified email addresses and phone numbers. Outbound capabilities include automated multichannel sequences, cold calling, task prioritization, workflow automation, meeting scheduling, and email deliverability tools. Inbound tools can identify website visitors, capture leads, enrich records, score prospects, and route qualified opportunities to the appropriate representatives. Apollo’s data enrichment capabilities help organizations complete, cleanse, and update CRM records using current company and contact information. Deal execution features include meeting preparation, call recording, conversation intelligence, follow-up assistance, pipeline management, coaching, and sales analytics. AI functionality supports prospect research, prioritization, personalized outreach, meeting insights, and other repetitive sales workflows that would otherwise require manual work. Apollo also offers integrations, APIs, a Chrome extension, workflow automation, and an MCP interface for connecting its data and sales capabilities with other applications and AI systems. The platform is intended for sales development teams, account executives, marketers, revenue operations professionals, sales leaders, and founders that want to manage more of the revenue lifecycle from one system.

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.

You can scale your business by creating videos that are tailored to each lead. Make your outreach campaigns stand out. Automatically generate personalized front camera videos. You can embed calendar widgets directly on your video page. Potion videos are a great sales tool that you can use at every stage of your sales cycle. A personalized video can significantly increase your response rates to cold emails. Videos with your personal touch can help you speed up sales, close more deals, keep your customers happy, and make the buying process easier. Potion videos are a great sales tool that you can use at every stage of your sales cycle. A personalized video can significantly increase your response rates to cold emails. Videos with your personal touch can help you speed up sales, close more deals, keep your customers happy, and make the buying process easier.

Klenty is an AI-powered sales engagement platform built to help fast-growing sales teams increase conversations, connect with more prospects, and create more pipeline. It brings calling, email, text messaging, multi-channel sequencing, account research, list building, and sales coaching into one workflow. Klenty’s Parallel Dialer allows reps to call multiple prospects at the same time, while its Power Dialer helps teams move through full call lists sequentially with less manual effort. AI features support voicemail detection, IVR detection, call notes, CRM updates, live transcription, and administrative task handling so reps can spend more time selling. The platform’s Agentic Cadences can execute outbound workflow steps by researching accounts, creating tailored emails, and adding personalization to existing templates. Klenty’s AI account research tool gathers insights from more than 150 data sources to help teams understand business priorities and craft stronger value propositions. Its email deliverability suite protects sender reputation, monitors domain and inbox health, and helps messages land in primary inboxes. Klenty also includes talk track tables that help managers coach reps and improve cold-calling consistency. The platform is designed for sales teams that want higher dialing velocity, better personalization, stronger CRM hygiene, and more productive prospecting.

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.

Qualified is the #1 pipeline generation platform for revenue teams that use Salesforce. With the Pipeline Cloud, Qualified helps leading B2B companies like Autodesk, GE Healthcare, and VMWare tap into their greatest asset — their website — to identify their most valuable visitors, uncover signals of buying intent, shape sales and marketing campaigns, and instantly start sales conversations. Powered by the Xforce platform, Qualified is uniquely designed for Sales Cloud customers to generate pipeline, faster. Conversations: Qualified Conversations is the B2B conversational sales and marketing solution that allows sales teams to turn valuable website visitors into instant pipeline by avoiding form fills and qualifying them through real-time voice, video, and chat conversations. Signals: Qualified Signals is the account-based buyer intent solution that delivers more pipeline by identifying buyer interest and intent that enables sales and marketing teams to build targeted account lists based on high intent, reach out to the right prospect at the right time, and personalize their outreach through sales engagement, marketing campaigns, and conversations. Piper is an AI SDR designed to automate your inbound pipeline generation.

Say farewell to disjointed customer interactions. 1mind brings together the skills of your market-facing teams into smart, adaptable AI assistants that can manage everything seamlessly. In addition to improving efficiency and productivity, 1mind's AI solutions foster genuine relationships, create exceptional experiences, and stimulate business growth. Covering every aspect of the customer journey, 1mind assists with lead qualification, sales processes, training, customer success, and technical support. Equipped with a lifelike appearance, voice, and a responsive real-time intelligence, 1mind can participate in Zoom meetings, deliver compelling presentations, lead sales discussions, and offer customized demonstrations in real-time across nearly any platform. Prospective buyers receive immediate and precise answers to their inquiries, available at any time and from anywhere, eliminating the need to coordinate schedules or relay messages through various team members. Ultimately, 1mind redefines the purchasing experience, making it smooth and enjoyable for customers while also enhancing profitability for enterprises. This innovative approach not only streamlines operations but also positions businesses for sustained success in a competitive landscape.

Collaborating with Agents enhances customer success for businesses. You can create and tailor autonomous AI agents to provide round-the-clock assistance to both your staff and clientele. An Agentforce Agent functions as a proactive application, delivering specialized, always-available support for employees or customers, and is armed with the essential knowledge to perform tasks relevant to their designated roles. Agentforce Service Agents autonomously interact with customers through various channels at any time, utilizing natural language for communication. They swiftly and accurately resolve inquiries, as their responses are based on reliable data. You can set up your Service Agent in mere minutes with pre-existing templates or customize it rapidly using low-code solutions. Additionally, you can establish clear security protocols and determine when to escalate issues to human representatives seamlessly. Meanwhile, Agentforce SDRs automatically respond to inquiries about products, manage tasks, and schedule meetings for sales teams. They operate with precision, ensuring that their answers are firmly rooted in your business’s data, thereby enhancing operational efficiency. This innovative approach not only streamlines processes but also empowers employees to focus on more complex tasks that require human insight.

Reply.io combines AI automation, real-time data, and multichannel engagement to help modern sales teams generate, nurture, and convert leads at scale. The platform’s advanced database of over 1 billion B2B contacts allows users to discover ideal prospects using audience targeting and enrichment tools. Through AI-driven personalization, users can craft dynamic email sequences, automate LinkedIn messages, and even send follow-up calls or SMS from one unified dashboard. Its flagship Jason AI SDR agent autonomously handles outreach—analyzing data, generating messages, and scheduling meetings on behalf of the team. Reply.io’s robust email deliverability suite ensures that every message reaches the right inbox with features like domain warm-ups, spam prevention, and reputation tracking. Sales teams can manage every stage of the pipeline—discovery, engagement, and conversion—without switching tools. Seamless integrations with CRMs, calendars, and marketing platforms make it easy to sync activities and track performance. With over a decade of innovation, Reply.io remains the go-to automation partner for businesses looking to humanize and scale sales outreach through AI.

Orum is an advanced platform utilizing AI to facilitate live conversations, aimed at boosting the efficiency of sales teams through the automation of outbound calling tasks. Among its various features, the Dialer simplifies the processes of manual dialing and data entry, while the Salesfloor mimics the vibrant atmosphere of a bustling sales environment. This platform integrates effortlessly with popular CRM systems such as Salesforce, Outreach, and Salesloft, ensuring users have immediate access to call assignments and contact information. Orum also boasts innovative functionalities like AI-enhanced voicemail detection, streamlined phone tree navigation, and support for multiple languages across more than 160 countries, empowering sales representatives to participate in a greater number of live discussions. Consequently, this leads to expedited pipeline development and a significant boost in overall sales effectiveness, making Orum an indispensable tool for modern sales teams.

We have developed all the essential features necessary for executing multi-channel outbound campaigns, enabling you to initiate more conversations and successfully close additional deals. Our advanced algorithm identifies missing email addresses and automatically enhances your contact information. You can arrange your contacts into lists and utilize our dynamic smart segments for better organization. Understanding that your business is unique, we offer the option to customize Overloop with personalized fields. By linking your LinkedIn account, you can streamline the process of profile visits, connection requests, and direct messaging. Monitor key metrics such as opens, clicks, visits, bounces, replies, and even out-of-office responses. You can send emails as replies to your prior correspondence for seamless communication. Increase your revenue and minimize time spent on repetitive tasks by establishing effective workflows through a straightforward, visual interface. Task creation is versatile and tailored to your requirements, allowing you to generate various kinds of tasks like actions, calls, or emails, ensuring everything gets accomplished efficiently. Furthermore, our platform empowers you to enhance productivity while maintaining a personalized touch in your outreach efforts.

Clay is the AI-driven data marketplace and orchestration layer that powers modern go-to-market teams. Clay enables teams to find and qualify prospects with AI agents and intent signals, enrich their CRM with best-in-class accuracy and fill rates from 150+ data providers and AI, and orchestrate GTM workflows such as ABM, outbound, and pre-call meeting notes. Over 5,000+ companies, like OpenAI, Canva, Anthropic, and Rippling, use it to power everything from recurring CRM enrichment to targeted outreach. Find accounts with a burning need for your product. Analyze your closed-won list of top customers to narrow your ICP and find lookalikes of your best fit customers from multiple sources. Use AI to build the most sophisticated scoring and qualification logic. Continuously source new qualified leads so sales and marketing teams can continue to take actions such as creating Ads or launching outbound. Enrich with accuracy no single provider can match. Trusted data improves every part of your GTM engine. Clay’s waterfall enrichment approach across 150+ data sources combines multiple providers to result in higher fill rates at lower cost. Automatically run enrichments and sync data directly to your CRM or data warehouse while avoiding duplicates. The results of waterfalling providers speak for themselves: OpenAI doubled their inbound lead enrichment coverage rates and Anthropic tripled their inbound lead match rate. Orchestrate plays that convert accounts from aware to closed. Score accounts by fit and engagement, then build ABM tiers that move prospects through your funnel. When accounts hit intent thresholds—pricing page visits, job changes, webinar attendance—alert reps instantly or trigger multi-channel campaigns at scale including outbound with Clay’s sequencer.

Humantic serves as an AI tool designed for recruiters and sales experts, enabling them to grasp an individual's distinct personality traits, understand their decision-making processes, and tailor communications to enhance engagement. By leveraging publicly available information, resumes, or written communications, Humantic eliminates uncertainty from interactions, making cold calls and conversations significantly more effortless. When it comes to emails, there's no need for you to draft them anymore, as Humantic generates personalized messages tailored for each recipient. The essence of deal-making lies in understanding people, and with Humantic's predictive capabilities, you'll be equipped with insights into what truly resonates with decision-makers. With personalized guidance from Humantic, you can communicate with confidence, ensuring that your messages hit the mark, whether through email or during calls. Even as meetings transition to virtual platforms and lunches become online gatherings, your professional relationships will continue to thrive and strengthen over time!

Meetings and phone calls form the essential foundation of your work dynamics, yet unproductive discussions may be impeding your progress. Revolutionize your workflow with Avoma’s Conversation Management platform, where you can uncover topic trends, identify successful communication patterns, gain essential coaching insights, and assess potential deal risks. Effortlessly search for specific terms, highlight key moments, and leave comments for constructive feedback. Streamline your process by automating note-taking and data entry, allowing you to concentrate on meaningful conversations. Gather vital insights from your team's discussions to enhance coaching effectiveness, and foster collaboration with cross-functional teams to achieve better alignment. Benefit from automatic video recordings, accurate transcripts, and AI-generated notes that emphasize crucial topics. Ensure that important action items are not overlooked by following up diligently. Utilize the search feature within transcripts and replay recordings with time-stamped notes to recall important details, enhancing your overall productivity and effectiveness. By adopting this innovative approach, you'll significantly elevate the quality of your interactions and decision-making processes.

Topo.io empowers sales teams to advance their interactions with buyers by consolidating stakeholders, resources, and deals into a single platform. By integrating Topo.io with your CRM and various business applications, you can effortlessly monitor prospects' activities and engagement, streamlining follow-ups and reporting processes. Organize your Quarterly Business Reviews (QBR) effectively while communicating key goals to clients. Ensure smooth onboarding by collecting all information shared throughout the sales cycle. The platform identifies and replicates the successful strategies of top performers, disseminating these insights among the team. Furthermore, it accelerates the time to close the first deal by equipping your representatives with templates tailored to your sales process. Track the most effective content and maintain a strong alignment between sales and marketing, fostering a more cohesive approach to achieving business objectives. This holistic view not only enhances productivity but also drives better overall results for your organization.

CloseBot empowers agencies and businesses to scale their lead generation and booking efforts with AI agents that simulate natural human interactions. Users can create bots that qualify leads, set appointments, and engage in multi-step conversations—all without writing code. Built-in features like mood detection, typo simulation, and message sequencing make bots feel more human. With seamless integrations into popular CRMs and marketing platforms, plus an affordable pricing model, CloseBot helps teams automate their front-end sales processes and reduce customer acquisition costs.

Dapta is an innovative automation platform powered by AI that assists enterprises in saving valuable time, increasing sales, and expanding operations through voice and text agents that are available 24/7. The AI-driven agents are capable of making calls, sending texts, following up with leads, addressing customer questions, qualifying potential clients, scheduling appointments, and automatically updating CRM systems. Companies can utilize tailored agents as AI receptionists, lead qualifiers, sales follow-up aides, customer support representatives, onboarding coordinators, HR candidate evaluators, or collections experts, or they can develop a completely customized AI employee without the need for coding skills. Dapta provides immediate responses via SMS, voice, chat, and WhatsApp, enabling teams to connect with leads in just seconds, qualify them, and arrange booking in a single interaction, thereby ensuring that every potential sale progresses toward generating revenue. Additionally, the platform's scheduling features allow agents to automatically arrange meetings, send out reminders, synchronize appointments with calendars, and adjust to the changing availability in real-time, enhancing overall efficiency. This capability not only streamlines processes but also ensures that businesses can maintain a competitive edge in their respective markets.

AI-BDR is an advanced workspace for B2B sales development that integrates various functions such as CRM, account discovery, account monitoring, sales signals, contact management, outreach, replies, tasks, and follow-ups into a single platform. The Account Watcher feature keeps tabs on chosen companies and public sources, highlighting significant changes while filtering out unimportant information. My Day consolidates essential signals, replies, tasks, and follow-ups, enabling users to concentrate on their next steps. Additionally, AI-BDR offers tools for discovering companies and contacts, email functionalities, opportunity and partnership management, as well as integrations with external CRM and communication platforms. It can seamlessly work in conjunction with systems like HubSpot, Salesforce, and Pipedrive, or function as a standalone BDR workspace that meets all sales development needs. This comprehensive approach not only streamlines processes but also enhances productivity for sales teams.

Atonom is an AI employee platform that allows businesses to hire Cloud Employees for support, recruiting, customer success, sales, reception, and event operations. Each AI Employee has a name, role, personality, goals, memory, communication channels, and integrations designed to help it own real work inside a business. The platform includes AI teammates such as Miles for customer support, Reece for recruiting, Sofia for customer success, and Zoey for sales development. Miles can resolve common support issues instantly, escalate complex cases, and help customers receive answers faster. Atonom supports communication across web chat, web voice, SMS, email, calls, Slack, and additional business channels. Its integrations connect with existing systems so companies can customize workflows and drive results without replacing their current tools. The platform uses company knowledge, shared memory, and workflow history so AI Employees can learn the business and improve over time. Enterprise-grade governance includes SOC 2 Type 2 compliance, HIPAA compliance, data encryption, strict agent guardrails, and accountability for AI actions. By combining AI employees, role-based automation, memory, multichannel communication, integrations, workflow customization, and security controls, Atonom helps companies scale outcomes instead of headcount.

In 2024, the role of a sales representative presents significant obstacles, including constrained budgets and the constant demand for results. However, we simplify a representative's responsibilities dramatically—making them seven times more manageable—by integrating data, monitoring social sales interactions, facilitating seamless sharing of marketing materials, and offering AI-generated copywriting resources all in one convenient platform, complemented by exceptional customer support. Our system allows for immediate searches through a repository of communications to identify successful strategies. Sales professionals can easily determine which messages resonated with potential clients and which members of the team initiated the contact. This insight empowers them to craft responses that elicit engagement and secure meetings effortlessly. With an integrated dialing system, users can review their calls or provide feedback to their sales development representatives by listening to recorded conversations. Additionally, users can upload various file types, such as PDFs and images, to share with prospects, receiving notifications when these materials are accessed or when a prospect replies, enabling prompt responses. Furthermore, our platform offers analytics to monitor and evaluate the level of activity across the entire sales team, ensuring that strategies can be adjusted for maximum effectiveness. Ultimately, our solution not only enhances individual performance but also fosters team cohesion and efficiency, transforming the sales process into a more streamlined and productive endeavor.