Sales and marketing are crucial functions of any business. They determine how much and how often money flows into a business. Without money coming in, a business is as good as dead. For this reason, companies — big and small — pour substantial resources into these functions to ensure constant and flourishing revenue flows.
The advent of AI has shone a new light on sales and marketing. Thanks to its autonomy, AI can streamline and append the sales and marketing process so professionals can do more with less.
In this article, we dive into the best AI tools for sales and marketing that will transform these functions in your organization. We will highlight the best AI tools for meetings, prospecting, email marketing, data analytics, and more. Let’s dive in!
1. Salesforce Einstein AI
Salesforce Einstein is the first generative AI built for CRM. It integrates into almost every feature of the CRM. This means Einstein is data-ready. As long as an organization’s data is available in the Data Cloud, Einstein can deliver useful insights and predictive recommendations.
Einstein’s capabilities extend way beyond data and into other avenues such as:
- Autogenerated personalized emails
- Call summaries
- Automatic lead qualification
- Sales assistant that frees salespeople to focus on more important tasks
These features are not even the tip of the Salesforce Einstein iceberg. You can learn more by hitting the button below.
2. Lavender
Emails are at the heart of sales and marketing. If your email copywriting strategy is ineffective, your prospects will fall off your funnel, resulting in low sales. Luckily, Lavender was built to prevent this.
Lavender’s main goal is to increase your reply rate. For example, Lavender’s Email Coach scores your email or template to find and fix anything that hurts your reply rate.
Other features such as the Personalization Assistant, bring prospects’ data directly to your inbox (or wherever you send emails). Lavender then helps you personalize emails based on this data. Lavender has a free tier, making it one of the best AI tools for marketing. For heavy users, Lavender has multiple paid tiers catering to their various needs.
3. Regie.ai
Client prospecting is the most time-consuming and repetitive task a salesperson can undertake. Regie.ai aims to reduce the resources required to find potential clients. It also personalizes emails based on value props and other factors that will increase conversion rates. Furthermore, Regie.ai will follow up on leads using autonomous AI agents, escalate high-intent leads to sales reps, and more.
Regie.ai can also be integrated with popular CRMs such as Salesforce, Hubspot, Outreach, and others to make it more powerful and seamless. Let it handle your top-of-funnel client prospecting by automatically discovering potential customers, sending targeted emails, and surfacing hot leads to sales reps for further follow-ups.
4. Avoma
Meetings require a lot of time – from preparation to post-meeting – for them to be effective. Avoma takes the load off by automating the meeting lifecycle. For example, Avoma automatically transcribes your meetings so you can focus on the conversations taking place. Other Avoma features include:
- Meeting Scheduler: Schedule meetings with one click and in an organized manner.
- Agenda templates: Avoma automatically generates meeting agenda templates and fills them in for you.
- Note-taking: Besides generating meeting transcriptions, Avoma automatically generates notes using AI, again, so you can focus on the meeting.
- Third-party integrations: Avoma integrates with other third-party software such as CRMs to automatically save Notes to appropriate CRM records.
- Conversation intelligence: Analyze and learn from your conversations. Take control of your talk-listen ratio to learn the areas that need improvement in your conversations.
These are a few of the features available in Avoma. You can learn more about Avoma by checking out their 14-day trial.
5. Crystal
Crystal allows you to talk to your data in natural language – just like you would with your team. It uses AI to transform complex reports into clear answers, through automated analysis powered by proprietary AI models.
Crystal bets on its proprietary AI technology to provide accurate and hallucination-free answers only. With no-code data connectors, you can connect Crystal to your data sources in seconds.
6. Lucy
Lucy by Curious Thing is an AI phone agent. What’s an AI phone agent you ask? Instead of missing calls that could be potential sales leads, Lucy will act as your assistant and answer calls when you’re unavailable.
Lucy will take the caller’s details and text them to you so you can prioritize who to call back. In addition, Lucy can send a link to your calendar or website so the prospect can schedule an appointment with you.
It’s hard not to see how Lucy is one of the best AI tools for sales and marketing if you’re a busy salesperson or marketer. Besides Lucy, other AI agents handle FAQs, outbound calls for follow-up and payment, etc. You can also customize an AI agent to meet your specific needs.
7. Clay
Clay simplifies the GTM process by centralizing lead information allowing companies to scale their outreach. Clay provides unified access to 75+ data providers such as Hubspot, Hunter, Salesforce, Customer.io, and more to streamline enrichment.
Clay will help you identify, prospect, and qualify companies, and people, then use AI to write personalized messages to the qualified prospects. This dramatically saves your Sales Development Representatives (SDRs) time and increases your conversions due to the high quality of qualified prospects and messaging.
Powered by ChatGPT, Claygent mimicks SDRs by crawling web pages and extracting relevant data faster and cheaper. Clay has become a pivotal GTM tool so much so it debuted in Next Billionaire Startups 2024 by Forbes.
8. MeetGeek
Meeting efficiency is critical to an organization’s overall success. However, taking notes, missing information and other factors can lead to inefficient meetings and misalignment.
MeetGeek — with the help of AI — aims to eliminate these distractions and ensure a smooth process from pre-meeting to post-meeting. It automagically records, transcribes, and personalizes notes from the meeting. In addition, MeetGeek allows you to save and share knowledge from past meetings and leverage meeting insights to coach your team.
9. SalesCloser AI
SalesCloser is the AI sales agent you need in your arsenal. It’s designed to fill your sales pipeline 24/7 with potential prospects, close deals, and deliver insights that will streamline your sales process. Here’s how:
- Engage leads through personalized discovery calls that uncover and address their pain points
- Reach global markets through multilingual sales conversations
- Integrate your CRM and other sales and marketing tools with SalesCloserAI
- Free your time to focus on high-value projects
SalesCloser AI can be customized for almost any industry. Its value is in saving time, costs, and increasing efficiency through data-driven customizations.
10. Lemlist
Lemlist empowers your cold outreach campaigns making it one of the best tools for sales and marketing. One of the biggest problems with cold outreach is deliverability.
Lemlist connects you with verified prospects ensuring your emails are delivered successfully behind the scenes. In addition, Lemlist sends automatic connection requests to LinkedIn users in a non-spammy way. Increasing your pool of prospects beyond email marketing.
When it comes to cold calls, Lemlist provides you with proven templates and scripts that increase your chances of success. You can keep track of callbacks by integrating Lemlist with your CRM.
How to Choose the Right AI Tools For Your Business
Choosing the right AI tools for your business depends on several factors such as:
- Business size: How big is your organization and what are its goals? The size of a business plays a significant role in selecting the right AI tools. For instance, a small business often needs cost-effective, user-friendly solutions with minimal technical support, while larger organizations can benefit from AI tools with more features and customization.
- Budget: AI tools vary widely in cost. Some offer free or low-cost tiers with limited features, while others require significant upfront or ongoing subscription costs. It’s crucial to assess both the initial outlay and the long-term costs (e.g., upgrades, licenses, user seats, and technical support).
- Return on Investment (ROI): What value with the tool provide your business? Will the AI sales and marketing tool drive enough new leads, increase conversion rates, or streamline operations in ways that justify its costs?
Conclusion
AI tools can add a lot of value to the sales and marketing process. From prospecting to after-sales service, AI can do it all. However, it’s important to first understand your needs before committing to AI tools for sales and marketing.
Your needs could vary from nominal to substantial. Once your needs are established, it’s time to search for a sales and marketing AI tool that’s perfect for you. For example, a large organization with 500+ employees will require a different solution from a small business with less than thirty employees.
It’s good to note that AI tools are not the end-all, be-all. They assist professionals in accomplishing their goals faster, cheaper, and more efficiently, but they are not human replacements.