Upland Altify vs. Proposal Studio Comparison Chart

Key Account Management (KAM) is broken today. Sales leaders have limited confidence in their people, processes, and tools, thanks to static account plans built on PPTs and point solutions. At DemandFarm, we're on a mission to unlock the world's Key Account Management black boxes so that you can: 👉 Visualize complex organizational hierarchies 👉 Unearth hidden growth opportunities 👉 Build proactive stakeholder engagement strategies 👉 Create context-rich dynamic account plans 👉 Take large opportunities to closure faster DemandFarm is a Gartner and Forrester recognised vendor in the Digital Account Planning Tools and Account Based Selling categories respectively. Since 2016, DemandFarm has helped 200+ global organizations like DHL, Zebra Technologies, TaskUs, Slalom, Salsify and more accelerate deal velocity in their key accounts, uncover relationship blindspots, boost upsell and cross-sell revenue, and centralize key account intelligence. DemandFar

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Jiminny helps teams improve performance and maximize revenue through conversation intelligence. Jiminny records, transcribes and analyzes conversations, giving you valuable go-to-market insights and full visibility into every deal. Every customer conversation is critical to the success of your business and the revenue you can achieve. Because deals are won or lost in individual moments. It’s more than just call recording. Harness customer interactions with AI to generate actionable insights on what is and isn’t happening. And see your business targets become a reality.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Zoho SalesIQ is an all-in-one customer engagement, live chat, and analytics platform. It unifies your marketing, sales, and customer support efforts providing your customers a great experience, and boosting business growth. Get to know your prospects better and initiate the right conversation with them at exactly the right time. SalesIQ is optimized to suit the customer communication needs of B2B and B2C businesses of all sizes. It is equipped with built-in audio calling, screen sharing, visitor information, lead identification, a drag-and-drop custom bot builder, an AI-driven chatbot with a human touch that automates your customer engagement, and much more. It is trusted by over 450,000 businesses, including giants like Mahindra & Mahindra, Renault, IIFL, Suzuki, Zee5, Fluitec, and Borner Corp. to serve their customers at every stage of the customer lifecycle. We have a live chat software starting at $0 that scales with your business without burning a hole in your pocket.

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.

Rallyware transforms every seller into a top performer with one platform personalizing smart to-dos, learning, and engagement activities – right in the flow of work. Rallyware makes the seller more proactive and engaged using of-the-moment activities tailored just for them, based on their goals, progress, and real-time company KPIs. Every activity on Rallyware’s handheld platform engages the seller while ramping up their sales productivity. Global retailers like Fleet Feet use Rallyware to drive sales +140%, while noted brands like Nike, Casio, and Tupperware trust this platform to be an AI copilot for their sellers, guiding them in everything from learning & development and onboarding to sales incentives. In addition to Rallyware’s highly personalized and gamified experience for sellers, leaders love the platform because it provides actionable intelligence on seller behaviors, reduces operational overhead, and generates measurable business outcomes with cutting-edge AI