12 AI Tools Sales Teams Are Actually Using

Best used for: Deep account research

Learning about your prospects is key to effective outreach.

Reps use a mix of tools including LinkedIn, enrichment databases, and of course, Google search. Tying these disparate sources of information together can take time. Perplexity helps reps take this to the next level by combining multiple sources of information from the internet, including third-party news, websites, and social networks that provide valuable information about your target. The outcome is a powerful way to quickly learn about prospects to build a much deeper understanding of your customers.

If you’re looking for a way to gather external intelligence about prospects and are tired of sifting through pages of Google ads, try Perplexity.

Best used for: Sales training and call simulation

Sales teams use Hyperbound to train reps – a unique value proposition among AI tools and one of our favorite use cases. We’ve said before how automated sales training can make a huge impact on a team’s ability to ramp up and achieve quota faster. The coolest thing about Hyperbound is its role play capability, which helps teams eliminate what they call “dial anxiety.”

Add to that their unique approach to continuous training which allows new and seasoned reps to refine their skills while they work, and we believe you’ll find Hyperbound goes beyond chatbots to help revenue teams meaningfully improve their onboarding experience.

Best used for: Multi-channel outreach automation

Yes, that 1-liner is a mouthful. It’s also a massive pain point every sales team faces. Doing outbound at scale requires more than just email sequences. Klenty focuses their automation efforts on multi-channel outbound, enabling reps to combine phone, LinkedIn, WhatsApp, SMS, and email outreach in a single platform. The UI looks good, and users call out Klenty’s CRM sync and playbook as standout features.

Best used for: Post-demo followups

We’ve written about the future of sales enablement…and Trumpet is flying in that direction. The digital salesroom is a hit among users who call out the hyper-personalization and branded experience as key selling points.

Trumpet isn’t a just another webpage for customers to stare at – it’s got a clean UI and powerful tracking + analytics to make your follow up efforts count. They even provide a tool for e-signatures, mutual action plans, and proposal quotes built right into the platform. We love seeing products like this take a new spin on revenue enablement.

Best used for: Hyper-personalized messages to prospects

There’s no shortage of AI-powered copy generation tools. What makes Tuesday stand out is it’s deep integration with B2B leads databases. This level of depth allows sales teams to create much more personalized messaging than what they would typically get from an AI copilot.

Reps tell us that the added research capability is a key selling point, and pushes Tuesday’s value proposition beyond customized messaging by adding a new layer of automation to outbound workflows. Combining a tool like this with Perplexity could be a game-changer for personalized outbound at scale.

Best used for: Call intelligence

If you’ve been on a GTM team in the past few years, Gong needs no introduction. Even in an AI-first world, this is still a preferred tool among sales teams, large and small. The quality of the call transcripts, insights, and user experience is still a standout in the sea of competitors. Sure, the pricing gets a lot of heat, but users bring up Gong as a key component of their forecasting methodology, which makes this more than just call recording software and positions it in a strategic light.

Best used for: Outbound automation

If you’ve scrolled LinkedIn at any point in the past year, you’ve probably seen Clay’s branding. Clay has taken the sales automation space by storm with its unique approach to outbound. Users tell us the Clay templates model is their favorite aspect of the platform. These pre-built workflows make it easy for users to automate some of the more common sales data pain points, such as checking and updating Hubspot records.

We like how Clay is thinking beyond the chatbot and taking a more agent-based approach to driving sales automation. Any tool that can automate mundane tasks to help drive more revenue is a winner in our book.

Best used for: Revenue intelligence and forecasting

Claris is already well-known for its sales intelligence, and we’re hearing that their AI capabilities are being well-received too. Clari Copilot, the company’s AI assistant, is used for live coaching sales reps while they’re on calls. Coupled with their AI-powered insights, the platform is a good example of how even a little automation can go a long way in driving rep productivity.

With their acquisition of Wingman, Clari has added a new level of depth to call recording. We’re seeing Clari go head-to-head with the likes of Gong and Outreach, and with all tools incorporating a chatbot functionality, it remains to be seen which AI use case is truly differentiated.

Best used for: RFP and security questionnaire automation

RFPs, compliance questionnaires, and security reviews have become a critical part of the sales process. The problem is they slow everything down and become a major distraction – especially when multiple stakeholders are involved in a response. With the sudden increase in compliance questionnaires, RFP AI tools like 1up have become a must-have for revenue teams of all sizes.

We’re seeing Sales Engineering, Security, and even RevOps teams make daily use of 1up to automate one of the most painful parts of the sales process. The result is a faster, more efficient sales experience where 80-90% of the questionnaire grunt work is automated.

Best used for: Workflow automation

Mixmax helps sales teams automate repetitive tasks like sequence enrollments, department handoffs, email followups, and CRM updates. Like we’ve said many times before, we see a big opportunity to automate these critical-yet-mundane parts of a sales rep’s daily workflow.

Reps call out Mixmax’s “smart AI email sending” capabilities which can guide you into the best time and type of email to send your prospect. There may be a ton of workflow automation tools, but Mixmax’s focus on day-to-day sales experience is driving positive reviews, especially among business development teams.

Best used for: Automating CRM hygiene

Tools built on top of Salesforce are solving a big problem, and among them, Scratchpad needs no introduction. Revenue teams praise the tool’s intuitive interface for managing notes, tasks, and pipeline. Scratchpad aims to be the “AI powered workplace for sales teams,” and they seem to be realizing this goal with their brand being ubiquitous among GTM teams far and wide. We hear that the ability to automatically bulk-update multiple sales records quickly is a standout feature among sales teams. If CRM hygiene is a problem for you, Scratchpad might be a good solution to look at.

Best used for: Unifying revenue intelligence at small and medium size teams

There are many tools that want to create a single pane of glass for sales teams – a “One dashboard to rule them all” as they say. The problem is that abstraction layer tools tend to get bloated very quickly. What sales teams like about newcomer Gyann is their lightweight approach to this problem.

Gyann takes a new spin on centralizing data from sources like email, Slack, enablement tools, and even competitive intelligence. Users praise the tool for its ease of use, which makes it a strong contender for small and medium size businesses.