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The 10 Best Salesforce Automation Tools for 2023
TABLE OF CONTENTS
Samir Majumdar
Samir is the CEO and Co-founder of Veloxy. After spending 20+ years creating corporate systems, boosting revenue, and eliminating inefficiencies, Samir started Veloxy to help sales professionals shorten sales cycles, accelerate pipelines, and close more deals.
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I love finding the latest and greatest Salesforce Automation tools on the AppExchange.
Salesforce automation tools go a long way in helping you improve the productivity and efficiency of your sales team. However, the right “stack” of Salesforce automation tools can really help you accelerate revenue and crush quota.
Some tools out there are foundational — things like appointment scheduling, data automation, and document generation. Other tools are more specialized, such as gamification, customer experience management, and lead prioritization.
To take your sales strategy to the next level, I’ve outlined the following 7 Salesforce automation tools that every salesperson should have in their sales stack.
Go here to learn everything you need to know about Salesforce Automation
The Top 7 Best Salesforce Automation Tools
Veloxy
Price: $49/month for Salesforce users, corporate plans available
Automations: Non-selling activities, lead prioritization, lead capture
Veloxy has several features to help you automate Salesforce, no matter how long you’ve been using the CRM platform.
For starters, you can extend Salesforce to your favorite inbox (Gmail and Outlook) or smartphone (iPhone or Droid) for automatic lead capture and record updating. Then, you can automatically track your customers’ email engagement to better prioritize leads.
When you can access Salesforce from anywhere on any device, you can automate and eliminate up to 95%, or 1,200 hours, of non-selling activity.
From contact and account intelligence to social media aggregation and geolocation lead discovery, Veloxy is your all-in-one Salesforce automation solution.
Visit Veloxy’s Salesforce AppExchange store to start your free trial today.
Here are the most popular features of the tool:
Docomotion
Price: Automation plans start at $20/month for Salesforce users
Automations: Document generation, document distribution
Docomotion is a document generation app for Salesforce that helps you generate thousands of documents in an instant. Like Veloxy, they offer a 5-star Salesforce user experience due to outstanding time savings and an easier sales life.
Docomotion is great for integrating with preexisting Salesforce and business automations, allowing you to immediately experience benefits with one click of a button.
You’ll easily generate quotes, proposals, and contracts in a variety of formats and in mere seconds. With security and privacy measures, Docomotion not only makes your sales life easier, it makes it more secure for you and your customers.
Visit Docomotion’s Salesforce AppExchange store to start your free trial today.
Here are the most popular features of the tool:
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ZoomInfo
Price: Starts at $15,995/month for Salesforce users
Automations: Data enrichment
ZoomInfo’s data enrichment is one of the most necessary automation tools for Salesforce. Renown for their most accurate contact and account intelligence, ZoomInfo will automatically keep your records accurate and up to date, even when you’re not engaging.
One of the coolest features of ZoomInfo is how you can customize their data enrichment workflows. You can prioritize by lead score, territory, or you can block their data automation from entire accounts.
This tool also auto-prompts you when there is a new sales intelligence dataset where you currently don’t have a lead, contact, or account field. This could include mobile phone numbers, LinkedIn URLs, or even newsworthy content.
Visit ZoomInfo’s Salesforce AppExchange store to start your free trial today.
Here are the most popular features of the tool:
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Qualtrics
Price: Starting at $1/month for Salesforce users
Automations: Customer experience engagement
Qualtrics’s customer listening engine seamlessly connects to your Salesforce, automatically and actively asking for feedback on dozens of channels across social media, email, and smartphones. Proactively act on this information, or let Qualtrics analyze and present ways to improve customer loyalty.
When your sales team collaborates with other departments, from marketing to human resources, you can push triggered actions from Salesforce to the tools that they use, thereby automating improvements to customer satisfaction.
You won’t have to worry about setup with Qualtrics. This highly-sophisticated tool with 100+ integrations can start satisfying customers out of the box.
Visit Qualtric’s Salesforce AppExchange store to start your free trial today.
Here are the most popular features of the tool:
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LevelEleven
Price: Starting at $35/month for Salesforce users
Automations: Gamification, reporting
If you’re looking for a powerful sales gamification tool that you can automate, LevelEleven is a software your sales leadership team should consider.
With their contest and recognition automations, sales managers can concentrate on what they do best while also making sure their team’s morale is super high. LevelEleven’s setup is fast and enjoyable, and it replaces micro-management tools with a platform that promotes a healthy and competitive workplace.
In addition to automating employee recognition, LevelEleven also automates sales coaching reporting. You can use and customize ready made coaching templates that are dynamic and colorful, replacing common and ordinary spreadsheets.
Visit LevelEleven’s Salesforce AppExchange store to start your free trial today.
Here are the most popular features of the tool:
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TaskRay
Price: Starting at $25/month for Salesforce users
Automations: Customer onboarding
When you land a new client, what’s next? For SMBs to Enterprise sized companies, the series of tasks can be cumbersome to sales staff, especially account managers. Thankfully, TaskRay makes onboarding new customers fast and efficient for everyone.
TaskRay empowers sales users to templatize and automate customer onboarding procedures. From contracts to questionnaires, and kick of meetings to checkups, you can have the peace of mind that everything will go according to plan after a closed deal.
Visit TaskRay’s Salesforce AppExchange store to start your free trial today.
Here are the most popular features of the tool:
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Apptoto
Price: Starting at $59/month for Salesforce users
Automations: Appointments
Apptoto is an automated appointment reminder and online scheduling tool that enhances your Salesforce calendar by sending text, email, and voice reminders.
This isn’t just for you and your sales team. Apptoto is also for clients and anybody else that finds room on your calendar. Eliminate no-shows and miscommunication around your online and in-person meetings.
Apptoto integrates with Zoom and other online meeting tools.
Visit Apptoto’s Salesforce AppExchange store to start your free trial today.
Here are the most popular features of the tool:
Integration with calendar and address book reduces manual work
Ability for clients to reschedule meetings
Proactive templated campaigns to increase client engagement
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