Imagine there was a prospecting solution that could help you scale your outreach and keep your conversations human?
And what if it was for more than just top-of-the-funnel sales—wouldn’t that turn revenue teams into winners?
Well, sales email sequence software tools can make a huge difference at every stage of the customer journey!
Now that you know sequence emails can help your reps hit their targets throughout the sales funnel, it's time to know which tool will work best for your team.
We’ve done the research, combed through the data, analyzed the features, and worked out the pricing. So you can take your pick from our rundown of the best solutions for email sequences and sales automation.
Many of your team’s emails go unanswered—no problem! That’s why there are email sequence tools for optimized prospecting and sales interactions.
With the right software solution in place, one overlooked email doesn’t mean you'll be ignored forever.
But it doesn't mean the right software is all you need. The days of successful spray and pray are long gone.
You also need a customer-centric outreach strategy that adds value for your prospects and customers at every stage. When choosing email sequence software, here's what you need to prioritize the customer-first strategy.
Related Post: 7 Sales Email Sequence Examples to Help You Close More Deals |
First, you must understand the needs of your team. This includes their individual goals and the team's mission and long-term objectives.
To define it, ask yourself the following sales engagement questions:
Some sales teams need a quick, simple solution to email sequencing. If that's the case, you're probably part of a small team that's just getting started.
And as a small team, you'll want to minimize expenses while growing your operations. You'll hesitate to invest in sales engagement tools that can eventually help you scale.
But then again, maybe you’re a bigger team...
...and there are issues you need to address.
Some of these might be:
You need a solution that solves your specific problems and fits your sales process.
If you're an enterprise-level company, ask yourself if this software meets the needs of a large sales team. Does it...
Also, don't choose a solution that is more powerful than what you need. It's not only about cost savings; it's about ensuring that the software onboarding and usage process isn't a drain.
It doesn’t matter how perfect you think a software solution is, it won’t help your sales if reps are like...
You need simple software that's easy to learn and doesn't need a dedicated administrator. If your team can't learn the software quickly, they may go back to their old ways.
The adoption rate of software solutions is a crucial factor in their success.
Choose an email sequence tool that's easy to use. It should automate tasks, speed up processes, and improve data accuracy. Without you having to beg your reps to use it.
Check out our breakdown of the best email sequence tools for sales engagement and automation below.
Mixmax’s email sequence and sales engagement software is lightning-quick to use—Mixmax customers go live in less than 1 day and see a positive ROI in less than 6 months.
Its easy-to-build email templates and multi-channel sequences enable your reps to start more conversations with prospects and customers across:
Mixmax was built to help sales and success teams scale personalized, customer-centric communication.
It comes with a powerful automation engine and offers a real-time sync integration with Salesforce, eliminating all repetitive tasks and organizing reps' workflows.
Engagement features like in-email polls and surveys, beautiful link or PDF previews, and one-click calendar scheduling make emails sent via Mixmax truly stand out.
Looking for a sales email sequence tool to help you send personalized outreach and boost engagement? |
Aimed at corporates, Outreach is one of the best-known operators in the email sequence software business. It offers real-time guidance and workflows for big organizations and their sales teams. It usually requires a dedicated admin and a sales enablement program to onboard new users.
Outreach’s AI assistance tool helps SDRs make data-driven decisions and guides the prospecting process.
Similar to Outreach, Salesloft started as a prospecting solution only to grow into what they call a Modern Revenue Workspace platform, which is built on the principles of driving action and engagement, data and AI being incorporated into the workflow, and revenue team alignment.
Recent updates include additional workflows, dashboard customizations, mobile access, and cadence enhancements.
Groove is catered for enterprises using Salesforce.
As well as email sequence tools, Groove offers lead scoring and content writing. With tools for forecasting and reporting, Groove streamlines administration and helps improve team collaboration.
Formerly known as Xant Playbooks (we’ll just stick with Playbooks for now), Playbooks manages prospecting and cadence, automates admin tasks, and uses AI to predict the ideal time to contact buyers.
The Playbooks app has a user-friendly interface and includes the Gamification feature. This encourages competition within the sales team by giving you the chance to create KPIs so reps can earn points and rank on a leaderboard.
Yesware was one of the sequencing solutions and it became famous for its email tracking. It is quick and easy to get started and offers a simple, handy option for small businesses that don’t need the latest tools innovative tech companies are after.
Yesware’s ideal for teams who just want reliable email tracking to see who’s responsive to communications. Also, its templates and template reports are straightforward to use and customize.
Klenty is an email sequencing solution that integrates with Freshsales, Hubspot, Pipedrive, and Zoho, allowing for importing contacts, syncing emails, and task creation with triggers.
One cool feature with Klenty is its Klenty Academy knowledge base, which provides learning materials for new users.
Overloop, formerly known as Prospect.io, offers a range of prospecting and lead management solutions with workflow integrations.
Overloop includes an Email Finder feature for which you buy credits on top of your monthly subscription to build your pipeline and create cold emailing campaigns.
Hubspot is a big CRM platform with a number of key products, or hubs, of which sales software is one.
Like its other products, you can use the Sales Hub in isolation, although Hubspot is really designed for all its tools to be utilized as an all-encompassing sales and marketing platform for your organization’s needs.
QuickMail’s email sequence platform includes powerful features for teams that need to send personalized campaigns at scale.
You can use attributes to personalize every email you send and automatically follow-up with prospects to give you the best response rates. You can use QuickMail’s unique inbox rotation to spread your sending volume across multiple team inboxes and even manage multiple clients from one account.
To really get ticking, your sales team needs to operate fast and intuitively. Reps need to cut out the distraction of repetitive manual tasks, and they need to scale up their efforts and create smart, fun, personalized interactions to engage their prospects. But how?
The secret’s in the software.
The right sales email sequence tool can do far more for your team than automate scheduled sales touchpoints—it empowers your reps to do what they do best—work prospects down the funnel and close deals.
For your sales team to deliver on their targets, they need:
Now that’s how to get a team of winners 🏆
Rita Melkonian is the content marketing manager @ Mixmax with 8+ years of experience in the world of SaaS and automation technology. In her free time, she obsesses over interior design and eats her way through different continents with her husband & daughter (whose fave word is "no").