9 Best AI Sales Workflow Tools
In this post, we’ll look at 9 of the best AI Sales Workflow Tools, focusing on features, pros, and cons.
AI sales workflow tools are designed for the following:
- Automating lead generation and data sourcing;
- Automating the manual aspects of demand gen workflows;
- Automating email and outbound sales sequences;
- Integrating with other tools, such as video calls, calendar, and CRM platforms;
- Managing and monitoring every sales lead in the pipeline from first contact to signing the deal.
Not every tool does the same as every other.
Some AI sales workflow tools are more powerful, and others are more expensive but aren’t as capable. We’ve compared the best so you don’t have to spend hours researching them.
Let’s look at the 9 best AI Sales Workflow tools on the market.
9 Best AI Sales Workflow Tools
Here are the top 9 AI Sales Workflow Tools for 2024.
Overloop AI
A powerful AI sales prospecting and AI sales workflow tool.
Overloop AI: Everything you need to scale sales and revenue on autopilot, at a fraction of the cost of a human BDR (without replacing them!).
Simple and Quick DFY Setup
Before a salesperson or founder can start prospecting, you need to set up a sales campaign the right way. This is an integral starting point to your AI sales workflow.
If you don’t buy domain names that are variants of your primary, you risk emails from your primary domain being flagged as spam.
Think of adding “get”, “try”, etc., and other versions as secondary domains you can use purely for these sales campaigns.
As part of the setup sequence, new customers need to:
- Buy a domain, or several, if you’re planning a mass-volume campaign
- Open a Google Workspace with that domain and create one or more email addresses
- Give us access, and we’ll do the rest!
We take care of all of the more technical aspects of account and domain configuration.
Next, we start the warmup sequence, which doesn’t take too long.
After that, you’re ready to go.
Unlike other AI sales workflow tools, the domain(s), email addresses, and Google Workspaces are 100% yours. You own and control them, so you don’t need to worry about being locked in or not being able to make use of those emails and domains.
AI-powered B2B database
Every sales campaign depends on having a database of prospects.
Overloop taps into an advanced AI-powered B2B database containing over 450 million contacts.
Our AI sales workflow tool automatically enriches those contacts, providing you with as much accurate information as possible to ensure every email is hyper-personalized.
We do this at scale, so you or your sales team can focus on booking calls and closing deals instead of manually scraping for any information that might help you generate and convert leads.
Find leads and send emails while you sleep!
To get started, define your Ideal Customer Profile (ICP), and Overloop will take care of the rest. Our AI sales workflow tool will automatically build your lists.
You can go as granular as you need:
- Specific cities and regions within countries;
- Funding or revenue;
- Technologies companies and people are using;
- And loads more!
Find which ICPs are worth targeting, then use our AI-powered database to double down on the markets that have the biggest appetite for your product or services.
AI-powered Email Writing
The hardest part of any sales campaign for BDRs is giving prospects a reason to reply.
Generic emails with no follow-up are usually ignored.
If you send 1000 emails and 99% are ignored or deleted, your BDR team won’t get anywhere with a sales campaign. Our system acts as an AI sales workflow tool, ensuring emails are perfectly tailored for every recipient.
Overloop’s AI engine analyzes the lead’s website and social media profiles to craft ultra-personalized and impactful cold emails, giving prospects a reason to reply.
Our AI sales workflow tool handles everything, allowing you or your sales team to focus on what matters most – building meaningful connections and growing your business.
AI-powered follow-up sequences and LinkedIn engagement
For BDRs, SDRs, and anyone in demand-gen, booking meetings is the #1 goal.
Booked calls, demos, and meetings are the KPI every BDR is targeted against, and also, how bonuses and commissions are calculated.
In sales, conversions are the only thing that matters.
That’s why hyper-personalization with emails and the prospects you target make such a big difference. With Overloop AI, you aren’t simply sending out 1000s of generic emails and hoping for the best.
Our AI sales workflow tool implements high-performing multi-channel outbound campaigns, optimizing the timing and sequencing of each message for maximum engagement.
Overloop AI: Everything you need to scale sales and revenue on autopilot, at a fraction of the cost of a human BDR.
Outreach.io
Outreach.io is an AI-powered sales automation and workflow platform.
Features:
- AI BDR tools included within the platform
- End-to-end sales lifecycle management
- Systems to make BDRs more effective
Pros:
- Built for managing sales pipelines and teams of BDRs at scale
- Numerous use cases, including coaching and forecasting
Cons:
- Pricing is geared towards enterprise sales teams
- Might have more features than the average smaller business needs
Salesforge
Outbound cold email sequences at scale.
Features:
- Several email tools and products
- Lots of integrations
- Multi-channel cold email sequences, automated with AI at scale
Pros:
- Designed for outbound email on a massive scale
- Experts in ensuring high levels of deliverability
Cons:
- Pricing could get expensive at scale as it’s based on credits for individual features, such as personalization
- A different tool would be needed to actually source leads.
Salesloft
A sales engagement platform with AI sales workflow tools included.
Features:
- Now known as a “revenue orchestration platform”, built using AI-powered tools
- Manages the entire sales lifecycle, particularly for SaaS companies
- Improves the seller workflow with Rhythm, an AI-powered signal-to-action engine
Pros:
- A market leader in the Forrester Wave: Sales Engagement Platforms (2022)
- Lots of features, making it especially useful for larger sales teams
Cons:
- Product is priced more for larger (Enterprise SaaS) sales teams, competing with the likes of Salesforce
- Might have more features than smaller businesses, agencies, and startups want or need, especially for prospecting and demand generation.
Lavender
A real-time AI sales workflow tool with cold outreach.
Features:
- AI writing tools that can be trained to your tone of voice (ToV)
- Helps you write cold emails faster
- Tracks email performance and helps you improve responses
Pros:
- Claims to double replies in 50% of the time of other AI assistant tools
- Improves email responses over time
Cons:
- Could slow your browser down when it’s being used
- Can be distracting in your inbox
Salesforce
Salesforce is a CRM powerhouse that’s embraced the AI sales workflow tool movement.
Features:
- Sales AI product automates aspects of outbound and inbound sales with Salesforce’s Einstein Copilot, an AI assistant tool.
- It’s used to guide sellers (salespeople) to close deals more effectively
- Gives sales teams more insights with predictive AI tools
Pros:
- Salesforce’s Einstein 1 is tailored for once a sales lead enters a pipeline
- Predictive analytics helps sales teams realize more value from every deal
Cons:
- An AI BDR assistant is less helpful when you’re trying to get sales leads from cold outreach.
- Salesforce’s Sales AI product can’t do that part of the sales campaign.
Reply.io
An AI sales tool that helps you train AI sales agents to manage sales for your company.
Features:
- Train AI agents and chatbots to automate outbound sales
- Multi-channel outbound including email, text, and WhatsApp
- Real-time data search, email finder, and enrichment.
Pros:
- Comes with all of the tools you’d expect for an AI sales workflow product
- Could also be used for PR and link-building agencies.
Cons:
- Not enough integrations, more are needed to make it more useful.
- Poor and unresponsive customer support.
InstantlyAI
Instantly is an AI-powered sales workflow tool.
Features:
- DFY email setup and automated warmup;
- A Lead Finder database (or you can use your own);
- Automated outbound campaigns.
Pros:
- A low-ish cost compared to some AI sales tools;
- 24/7 support team.
Cons:
- DFY setup doesn’t work as well as advertised, with higher hard bounce rates than expected;
- Customer support struggles to keep up with the high levels of support tickets.
Smartlead
An AI sales workflow tool that automates every aspect of demand gen.
Features:
- Auto-rotating email sending addresses to reduce the worry about daily limits
- Automated email sequences from start to finish
- Multi-channel outreach across email, text, Twitter/X, WhatsApp, and other channels.
Pros:
- Lots of channels, tools, and email accounts for outbound outreach at scale
- Automated 1-click setup, with lots of integrations.
Cons:
- Limited lead filtering and analytics
- Customer support isn’t great and the user interface isn’t very user-friendly for those who aren’t used to outreach tools.
Wrapping up…
That wraps up our list of the top 9 AI Sales Workflow Tools for 2024.
These cover a wide range of use cases, and you should be able to find one that suits you.
Did we miss any? Let us know, and we’ll consider adding it to the list.
Get Overloop AI for your AI Sales Workflow Tool: Everything you need to grow 100% on autopilot, at a fraction of the cost of a human BDR.
AI Sales Workflow Tools Frequently Asked Questions (FAQs)
Could AI Sales Workflow tools replace BDRs & SDRs?
When AI sales workflow tools started coming out, many sales reps ⏤ especially those at the prospecting end started ⏤ worrying about job security.
Business development reps (BDRs), sales development reps (SDRs), and other demand-gen employees are only as good ⏤ and safe in their jobs ⏤ as their last quarter’s performance.
So, with the emergence of AI sales workflow tools, are BDRs and SDRs even less secure in their jobs?
No, is the short answer.
- AI Sales Workflow tools haven’t replaced SDRs and BDRs.
- We are seeing that with SDRs and BDRs: AI tools like Overloop AI can take 90% of the most difficult, time-consuming, and boring work off a sales reps desk:
- Finding prospects with enough data points to make hyper-personalized outreach easier;
- Automating the hyper-personalized outreach at scale;
- Writing hyper-personalized email sequences at scale that will make it easier to actually get a response, book a call, a meeting, or a demo.
In every way, AI sales workflow tools are making sales reps better at their jobs.
It means that BDRs can focus on preparing for meetings, demos, and building relationships with prospects and turning them into clients.
What are AI Sales Workflow Tools?
AI sales workflow tools are designed to perform a number of crucial tasks for salespeople and founders who manage their own sales campaigns:
- Automating lead generation and data sourcing;
- Automating the manual aspects of demand gen workflows;
- Automating email and outbound sales sequences;
- Integrating with other tools, such as video calls, calendars, and CRM platforms;
- Managing and monitoring every sales lead in the pipeline from first contact to signing the deal.
What to look for in AI Sales Workflow Tools?
When looking for an AI Sales Workflow tool, you need one that can:
- Do everything outlined above;
- Is easy to setup and user-friendly;
- Integrates with other tools you’re already using, such as a calendar, CRM, video call tool, and ideally, with LinkedIn too.
Get Overloop AI for your AI Sales Workflow Tool: Everything you need to grow 100% on autopilot, at a fraction of the cost of a human BDR.
