Sales automation tools for e-commerce are essential for online shopping, where competition is tough and customer preferences change quickly. These tools help online stores stay flexible and successful in a constantly evolving market. They simplify and enhance the sales process by improving customer relationship management, boosting marketing strategies, and increasing revenue.
10 Best Sales Automation Tools for E-commerce
This article explores the 10 best sales automation tools designed specifically for e-commerce. We’ve selected these tools based on their features, ease of use, and the real impact they have on businesses.
What are Sales Automation Tools?
Sales automation tools are software systems designed to handle various sales tasks automatically, reducing the need for manual input from sales teams. These tools help manage customer data, track sales opportunities, send follow-up emails, schedule appointments, and more. The main goal is to streamline the sales process, increase efficiency, and allow salespeople to focus more on engaging with customers and closing deals rather than on administrative tasks.
What are the benefits of using Sales Automation Software?
Using sales automation software offers several benefits that can significantly enhance the efficiency and effectiveness of a sales team:
- Time Savings: Automates repetitive tasks like data entry, follow-ups, and scheduling, freeing up time for sales reps to focus on selling.
- Increased Productivity: Streamlines sales processes, allowing sales teams to handle more customers and close deals faster.
- Improved Accuracy: Reduces human errors in data handling and ensures consistent follow-up on leads and customer interactions.
- Enhanced Customer Relationships: Provides tools to maintain regular contact and personalized communication with customers, improving customer satisfaction and loyalty.
- Better Data Management: Collects and organizes customer data efficiently, making it easy to access and analyze for better sales strategies.
- Insightful Reporting: Generates automatic reports on sales performance, customer engagement, and other metrics, helping managers make informed decisions.
- Scalability: Supports the growth of a business by easily adapting to increased demands without needing to significantly increase resources.
Sales automation software & CRM software: Are they both same?
Sales automation software and CRM (Customer Relationship Management) software are related but not exactly the same. Sales automation software focuses specifically on streamlining all phases of the sales process, including lead generation, closing deals, and following up. It automates repetitive tasks to increase efficiency and improve sales productivity.
On the other hand, CRM software encompasses a broader range of functionalities that not only include managing sales interactions but also handling customer data, interactions, and relationships across all departments, not just sales. CRM aims to improve relationships with customers, helping businesses increase sales and retention by offering a more personalized service.
While there is overlap, as many CRM systems include sales automation features, sales automation software is specifically designed to optimize the sales process, and CRM is about managing all aspects of a customer’s relationship with the company.
Best Sales Automation Tool for E-commerce
Hubspot is considered as the best sales automation tool for e-commerce. As an all-around program, HubSpot is one of the leading sales automation tools in the e-commerce world. With its user-friendly interface and powerful capabilities, HubSpot supports e-commerce platforms in managing customer relationships more effectively, automating repetitive tasks, and delivering personalized marketing campaigns. All the procedures can be modified based on the company’s work flow or demands.
What makes HubSpot especially valuable is its ability to integrate seamlessly with various e-commerce platforms. This integration allows for the synchronization of customer data, order details, and other essential information, enabling businesses to maintain a holistic view of customer interactions and sales performance.
10 Best Sales Automation Tools for E-commerce
Here is the list of 10 Best Sales Automation for E-Commerce available in 2024 with features, pros, cons and pricing so that you can choose wisely.
Hubspot
HubSpot is a popular platform that offers tools for marketing, sales, and customer service, aimed at helping businesses grow. Founded in 2006 by Brian Halligan and Dharmesh Shah at MIT, it started with the idea that modern marketing is more about attracting customers with useful content rather than interrupting them with ads.
The HubSpot website not only provides access to these tools but also offers resources like blogs and free courses to help businesses learn about inbound marketing.
As a sales automation software, HubSpot helps sales teams streamline their tasks through features like email sequences, deal pipelines, and task management. Integrated with HubSpot’s CRM, it tracks and analyzes all customer interactions, enabling personalized service and more effective sales processes.
HubSpot – Best Sales Automation Tools for E-commerce
Features
- Build and tailor sales pipelines, control transactions, and estimate revenue.
- Generate forms, pop-ups, and live chat to obtain leads and sync them with the above-mentioned CRM.
- Automatize the email marketing, lead scoring, and workflows to nurture leads.
- Plan posts, trace engagement, and estimate performance on social media.
Best For : Comprehensive CRM integration
| Pros | Cons |
|---|---|
| Offer the targeted content to your ideal audience based on their behavior. Work with the website content and optimize it appropriately with the tools of CMS. | Some users may find parts of the platform restrictive for their businesses. Mastering all of HubSpot’s tools is a significant time investment. |
Pricing
- Professional- $90/seat/month
- Enterprise- $150/seat/month
Zoho CRM
Zoho CRM is a comprehensive customer relationship management platform that also functions as sales automation software. It was launched by Zoho Corporation in 2005 and is designed to attract, retain, and satisfy customers to grow the business. Zoho CRM automates daily sales tasks, tracks sales opportunities, manages customer interactions, and organizes contact details in one location. Its use as sales automation software allows businesses to streamline processes, enhance productivity, and ensure that no steps in the sales process are missed.
Features
- Efficiently organize and manage your customers’ contacts, leads
- Prospects Automatically score leads, manage your sales pipeline, and track your deals for sales processes.
- Create reliable reports and dashboards to stay informed of sales performance and trends.
Best For : Streamlining customer relationship management across sales, marketing, and support.
| Pros | Cons |
|---|---|
| You can use Zoho CRM on your mobile device to make quick decisions and stay productive while on the move. Users may experience delays or limitations in customer support response times. | Additional features or add-ons incur additional fees. Mobile apps may not contain all of the same features as a desktop version. |
Pricing
- Standard- Rs. 1,300/month
- Professional- Rs. 2,100/month
- Enterprise- Rs. 3,000/month
- Ultimate- Rs. 3,200/month
Shopify
Shopify is an e-commerce platform that allows individuals and businesses to create their own online stores. It was founded in 2004 by Tobias Lütke, Daniel Weinand, and Scott Lake after they were dissatisfied with the existing e-commerce software on the market. Today, Shopify is recognized as one of the best sales automation tools because it streamlines the entire sales process. It automates key tasks like inventory management, order processing, and customer data integration, making it easier for store owners to scale their operations and manage sales efficiently. Shopify’s robust platform supports everything from marketing and payments to secure checkout and shipping, making it a comprehensive solution for online sales.
Features
- Offers customizable themes and templates for creating a unique and professional storefront.
- Offers an indication of order status and tracking
- Offers a platform for managing refunds, exchanges, and customer communications.
Best For : Ideal for launching and scaling online retail stores
| Pros | Cons |
|---|---|
| Store analysis and insights with detailed analytics and reporting tools Built-in marketing tools including options such as customizable discount codes, email, and SEO optimization. | Shopify charges a transaction fee on every sale made on its platform. Changing to another platform after having your store built on Shopify can be a time-consuming and somewhat tricky process. |
Pricing
- Basic – Rs. 1,994/- per month
- Shopify- Rs. 7,447/- per month
- Advanced- Rs. 30,164/- per month
- Plus- Rs. 1,75,000/- per month
Klaviyo
Klaviyo is a marketing automation platform that specializes in email and automated marketing for e-commerce businesses. Launched in 2012, Klaviyo has rapidly become a favorite tool for online stores to personalize and automate their marketing efforts. It allows users to send targeted and personalized marketing campaigns to increase sales without much manual effort. As a sales automation software, Klaviyo helps businesses automate their marketing processes, from customer segmentation to campaign execution, effectively driving sales through well-timed and relevant emails and SMS messages.
Features
- Tools to help businesses organize contacts, automate marketing tasks, and grow sales pipelines.
- Email marketing platform that enables businesses to get together with your customers and find new ways to grow your audience.
- High personalization with dynamic content and product recommendations.
Best For : Optimized email marketing for e-commerce growth
| Pros | Cons |
|---|---|
| Automated email flows for welcome series, abandoned carts, and post-purchase follow-ups. Predictive analytics forecasts customer behavior and trends. | Pricing can be relatively higher compared to other email marketing platforms Risk of over-messaging customers with too many emails or messages |
Pricing
- Free
- Email- $45/month
- SMS- $60/month
Keap
Keap (formerly known as Infusionsoft) is a comprehensive sales and marketing automation platform designed to help small businesses streamline their customer interactions. It combines CRM, automated marketing, and e-commerce tools into one service. Founded in 2001, Keap has evolved to focus on automating repetitive tasks to improve efficiency, particularly in sales processes. As a sales automation software, it’s used to capture leads, nurture customer relationships, and manage sales pipelines efficiently. The platform is particularly valued for its ability to automate marketing campaigns and follow-ups, making it a powerful tool for driving sales and business growth.
Features
- Offers automated marketing tasks such as email campaigns, follow-ups and more.
- Streamlines sending invoice and managing payments.
- Provides insights on performance with the help of reporting and analytic tools
Best For : Small business CRM and marketing automation
| Pros | Cons |
|---|---|
| Offers pre-built automation templates and workflows for various industries and cases Helps to streamline contacts in a single platform. | Users may find its flexibility limited compared to more advanced CRM and marketing automation platforms. Users may find that its capabilities are not sufficient as the business grows from being a small business. |
Pricing
- Pro- $159/month
- Max- $229/month
- Ultimate- $279/month
Omnisend
Omnisend is a marketing automation platform designed for e-commerce businesses. It focuses on streamlining automated marketing activities, making it easier for online stores to reach customers through multiple channels including email, SMS, push notifications, and more. Originating as an email marketing solution, Omnisend has evolved to offer a comprehensive suite of tools that automate repetitive tasks and personalize marketing messages based on customer behavior. As a sales automation software, it’s best used for creating effective marketing campaigns that drive sales, enhance customer engagement, and increase retention rates.
Features
- Offers categorizing of customers based on purchase patterns and demographics.
- Also offers product recommendations based on previous purchases.
- Provides detailed analytics and reporting dashboards
Best For : E-commerce email marketing automation.
| Pros | Cons |
|---|---|
| Abandoned cart feature to remind the customer by sending follow up messages. Offers ability for cross-selling and upselling campaigns | Risk of emails sent through Omnisend being marked as spam. Provides only basic reporting and analytics tools to track the performance of email and SMS campaign |
Pricing
- Free
- Standard – $16/month
- Pro- $59/month
Salesforce
Salesforce is a leading cloud-based software company best known for its customer relationship management (CRM) product. Since its inception in 1999, Salesforce has expanded its offerings to include a suite of business applications that focus on customer service, marketing automation, analytics, and application development.
As a sales automation software, Salesforce excels in streamlining sales processes, improving lead tracking, and enhancing customer interactions. It automates key sales tasks like data entry and follow-up scheduling, freeing sales reps to focus on closing deals. Salesforce is also heavily utilized for automated marketing, helping businesses to engage customers with personalized communications at scale.
Features
- Lead and opportunity management allow sales teams to focus on selling forecasts.
- Enables businesses to provide quality customer service
- It even supports case management and self-help portals.
Best For : Comprehensive customer relationship management and sales tracking
| Pros | Cons |
|---|---|
| Get tailored customer journeys across all your channels, be it via email or voice mail, staffed at home or advertising. Offers a portal to Companies to gather and discuss with customers or partners. | Integrating Salesforce with other systems or platforms may have some difficulties. Salesforce does offer resources for users to get support and training but some may feel that it is still insufficien |
Pricing
- Free
- Custom plans
Pipedrive
Pipedrive is a web-based sales automation software that focuses on streamlining the sales processes for businesses. It was founded in 2010 by sales professionals who wanted a better way to manage their sales pipelines. Pipedrive helps users visualize their sales stages to optimize every interaction with potential clients. It’s widely used for its ease of integration, user-friendly interface, and effective management of sales activities. The platform also includes features for automated marketing, allowing for seamless engagement with prospects through automated emails and activity reminders. Pipedrive is popular among sales teams for its ability to boost productivity by automating repetitive tasks and focusing on closing deals.
Features
- Users can easily add, update, and track deals within Pipedrive, including details such as deal value, expected close dates, and associated contacts.
- Pipedrive carries with it tools for managing contacts and leads.
- Users may record contact information and keep track of their interactions.
Best For : Sales pipeline management and tracking.
| Pros | Cons |
|---|---|
| Users can plan and keep track of sales activities such as calls, meetings, and follow-up duties. Allows users to set up lead scoring rules and automate lead assignment and follow-up processes based on predefined criteria | The cost can be quite steep, especially if you want to unlock all the features. There are some issues related with the user interface that can be confusing at times. |
Pricing
- Essential- $12/month
- Advanced- $24/month
- Professional- $49/month
- Power- $59/month
- Enterprise- $79/month
Brevo
Brevo is a sales automation software that has evolved to streamline various aspects of the sales process for businesses. It’s designed to automate tasks such as lead tracking, communication, and reporting to enhance sales efficiency and effectiveness. Over time, Brevo has integrated features of automated marketing, allowing businesses to nurture leads with personalized campaigns and analytics that improve engagement and conversions. This tool is particularly valuable for sales teams looking to increase productivity by reducing manual tasks and focusing more on closing deals and building customer relationships.
Features
- Design eye-catching emails with drag-and-drop editors and customizable templates.
- Monitor the performance of your campaigns in real-time.
- Keep your contact lists up-to-date with automated list management features.
Best For : Streamlined, cloud-based business management
| Pros | Cons |
|---|---|
| Ensures data protection regulations with built-in GDPR tools and features. Reach customers across multiple channels:email, SMS, and more | Drag and drop creation seems to be limited Service outages have become frequent and emails cannot be tested or sent during that time. |
Pricing
- Free
- Starter – Rs. 1575/month
- Business- Rs. 4075/month
- Enterprise- Custom
Adobe Marketo
Adobe Marketo is a popular automated marketing platform known for its sales automation capabilities. Originally founded in 2006 as Marketo, it quickly became recognized for its ability to help businesses streamline their marketing processes. Adobe acquired Marketo in 2018, enhancing its features to support comprehensive marketing automation, including email marketing, lead management, and analytics.
Marketo is used primarily as sales automation software, enabling businesses to automate repetitive tasks related to sales and marketing. This helps companies nurture leads efficiently, execute targeted marketing campaigns, and measure the impact of their marketing efforts on sales growth. The platform is especially useful for enhancing lead generation and improving conversion rates through personalized marketing strategies.
Features
- Offers personalized email campaigns to engage and convert leads.
- Marketo Engage uses real-time behaviors, profiles enriched with online and offline data, and AI to help you identify and deliver the best-performing content.
- Provides predictive analytics to identify potential opportunities and trends
Best For : Lead management and targeted marketing campaigns.
| Pros | Cons |
|---|---|
| Advanced analytics and reporting for data-driven decisions. Scalable solution suitable for businesses of all sizes. | Can take a long time to produce reports that you should be able to produce in the click of a button. Each tier unlocks new features, which means that it might cost extra dollars per month for just a handful of extra features. |
Pricing
- Custom plans
Conclusion
In the ever-changing world of e-commerce, using sales automation tools is essential. The tools we’ve looked at come with features designed to automate your sales records, protect your business, improve how you interact with customers, and help you make more money. Among these options, HubSpot stands out as the best choice. It offers an all-in-one solution that combines sales, marketing, and customer service, all within an easy-to-use interface. This makes it easier for businesses to manage everything in one place and drive better results.
