AI Sales Tools: Top 6 Picks for SalesOps [Updated for 2024]

In the ever-evolving landscape of SalesOps, AI-powered sales tools are quickly becoming a necessity.

As businesses aim to stay competitive, these tools help sales teams move faster, work better, and provide business-critical insights that can elevate selling strategies.

In this guide, we’ll explore the top five AI sales tools that are revolutionizing the SalesOps world. These tools are redefining how sales teams operate.

Let’s dive in!

1. Coefficient – AI in Google Sheets and Excel

Coefficient seamlessly integrates the most popular sales platforms, database, BI tools, and more with Google Sheets or Excel, allowing SalesOps professional to manipulate and analyze live data in the platform they prefer: spreadsheets.

Coefficient offers a robust AI feature-set, allowing you to unlock the productivity of GPT in your spreadsheet. These AI-based features include:

• SQL Builder: Auto-create SQL queries with natural language prompts and query data from your database or data warehouse in seconds
• Formula Builder: Boost spreadsheet productivity by enabling the creation of complex formulas using AI
• Charts Builder: Generate charts in Google Sheets using simple text instructions
• Pivot Table Builder: Create pivot tables in seconds using simple text prompts
• GPTX Sheets Functions: Access GPT functionality in Sheets, enabling tasks like list cleaning, copy or code generation, sentiment tagging, and more

Here’s a step-by-step walkthrough on how you can leverage GPTX Sheets Functions in Google Sheets with Coefficient:

Create a new Google spreadsheet. Go to the top menu, click Extensions, choose Add-ons -> Get add-ons.

This will take you to the Google Workspace Marketplace. Type “Coefficient,” in the search bar and click on the first app in the results.

Coefficient will ask you for permissions on your Google account. Accept them to install Coefficient.

After the installation is complete, return to Extensions on the Google Sheets menu. Coefficient will now show up as an add-on.

Now launch the app. Coefficient will appear on the sidebar of your Google Sheet.

You can now access ChatGPT functionality in your spreadsheet by using Coefficient’s GPTX functions.

Click the GPT Copilot tab in the Coefficient sidebar to get an overview of the GPTX functions.

Then select Use GPT from sheet.

This will present a list of all the GPT functions you can use in your spreadsheet.

Note: this tab explains the functions. You do not need to open this tab to use the GPTX functions.

You can start using ChatGPT in your spreadsheet right away with these GTPX functions. Here’s a look at some of the GTPX functions.

• GPTX_FORMAT – Converts input values into the specified format
• GPTX_TAG – Applies one or more tags matching a piece of text
• GPTX_CLASSIFY – Classifies text according to a given set of labels/categories
• GPTX_EXTRACT – Extracts desired information from the input text
• GPTX_SUMMARIZE – Summarizes the input text according to the given format
• GPTX_TRANSLATE – Translates the input text into the specified language
• GPTX_CONVERT – Converts the input text into the specified structured format
• GPTX_CODE – Generates code which performs the specified task

2. Exceed.ai – Conversational AI for your customer journey

Exceed.ai is a chat-based AI sales tool that harnesses the power of conversational AI to automate entire revenue lifecycle conversations.

Exceed.ai enhances sales productivity and efficiency by automating tasks such as prospecting, engaging potential leads, nurturing, and closing deals. It operates across multiple channels, including chat, email, and SMS, making the sales process smoother and more efficient.

Exceed.ai uses natural language processing (NLP) and machine learning to understand customer interactions and provide relevant responses, updates, and recommendations.

By integrating with top CRM software such as HubSpot, Salesforce, and Zendesk, Exceed.ai streamlines the tracking of customer relationships, making it a powerful ally for sales teams.

3. Gyaan – AI-driven pipeline insights

Gyaan is a popular AI sales software solution that offers a streamlined workflow and a wide range of features. It tracks leads, contact info, and sales pipeline data, making it a powerful tool for sales professionals.

Gyaan allows sales reps to comment and share data on deals and potential bound traffic in just one tab. This helps them identify which customers will likely convert, allowing them to focus their energy on those prospects.

With the AI-driven insights Gyaan provides, you can keep all data regarding deals, emails, notes, and conversations in one place to quickly analyze your customer’s pain points and needs.

4. Drift

Drift is a cloud-based and AI-enabled sales software that automates sales processes, helping sales teams manage sales data, assign tasks, and track results.

With the aid of real-time data insights, Drift helps your team members close sales faster by helping them start conversations, generate valuable leads, and target key accounts.

Drift also makes scheduling meetings easier thanks to its Google Calendar integration.

With Drift, sales teams can capture more leads with AI-powered chatbots that engage customers and provide a consolidated view of activity. This allows teams to survey customer feedback, analyze patterns, and draw insights for future campaigns.

5. Clari – AI-powered revenue platform

Clari is an AI-driven sales platform that aggregates data from various sources, such as emails, conversations, and calls to provide detailed sales forecasts and insights.

It helps sales teams predict future performance by automatically tracking customer interactions, identifying trends in customer conversations, and understanding what works best for your team.

Clari gives teams full control over their pipeline and provides detailed views of deals at any given time. It also offers features such as lead scoring and social selling, which can help sales teams develop more effective sales strategies.

6. Storydoc

Storydoc is primarily a sales proposal software but in actuality, it’s a complete sales and marketing collateral management platform.

Storydoc’s strength is in the quality and effectiveness of the sales content it produces. This platform helps your sales team generate content that stands out, demonstrates higher value, and enables prospects to make a buying decision

Unlike the yawn-inducing static PDFs and PowerPoints we’re all used to, Storydoc content applies interactive visual storytelling to engage, persuade, and drive action. 

With AI-guided design and content, plus hundreds of tried and tested templates automatically that align with your brand, making and managing sales content becomes a breeze.

Plus, with out-of-the-box real-time analytics, you get instant feedback on who opened your doc, when and where, and how they engaged with it, allowing for swift adjustments and perfectly timed follow-ups.

Lastly, the platform integrates with your sales CRM, allowing you to automate your sales collateral by pulling any information from your CRM straight into your Storydoc content. Additionally, you can also embed any tool from your sales stack as a seamless part of your content (such as your calendar app, chatbot, or e-signature).

Empower SalesOps with Coefficient: The Future is Now

Leveraging these AI sales tools can help businesses streamline their operations, enhance customer interactions, and, ultimately, boost revenue. As AI continues to transform the selling process, infusing sales processes with AI-infused technologies has never been more vital.

Are you ready to take sales operations to the next level?

Install Coefficient today for free and experience the game-changing power of AI in your sales operations.