Alternatives to Boxxstep
Compare Boxxstep alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Boxxstep in 2026. Compare features, ratings, user reviews, pricing, and more from Boxxstep competitors and alternatives in order to make an informed decision for your business.
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Pipeliner CRM
Pipelinersales Corp.
Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite. -
2
DemandFarm
DemandFarm
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 -
3
Clari Copilot
Clari Copilot
Clari Copilot (previously Wingman) turns your revenue team into serial closers by helping them win every revenue-critical moment. With Clari Copilot’s conversation intelligence platform, reps and managers have everything they need to compete fiercely, spot revenue leak, and close deals faster. With Clari and Clari Copilot coming together, you have everything you need to run revenue on one platform. With Clari Copilot, your conversation data lives right where your sales team works, in Clari. Top sales teams at Chargebee, Oktopost, PartsBase and Properly Homes trust Clari Copilot to run their revenue.Starting Price: $500 per user per year -
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Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
5
Klue
Klue Labs
Klue is the competitive enablement platform built to collect, curate, and deliver competitive and market intelligence across every department of every business. Staying on top of the competition is easy with Klue. Klue tracks relevant news and data and combines it with internal sources. Deeper competitive intelligence gives you the edge against top rivals and growing threats. Never pull your hair out managing document versions again. Update sales battlecards effortlessly, collaborate seamlessly, and deliver consumable competitive strategies in the tools your Sales reps use every day. Arm reps with sales strategies to be more effective in closing deals. Easily searchable sales battlecards give tactics to handle objections, deposition competitors, and leverage strengths. Fuel better decision-making across the organization. Klue makes it easy to collect, curate, and deliver intel to multiple teams. Whether by email, web, mobile, or Salesforce, Klue works where you do. -
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ZoomInfo Sales
ZoomInfo
Maximize productivity, accelerate pipeline and reach the revenue potential you didn’t imagine possible with ZoomInfo Sales. Build an account universe based on your Ideal Customer Profiles and reach decision makers with the largest B2B contact database of 65M+ direct dial phone numbers and 150M+verified email addresses. Identify and reach prospects at the beginning of their buyer’s journey by tracking companies researching solutions like yours across the web. Discover and connect with decision makers from companies exploring your business website. Analyze customer calls, meetings, and emails to drive process changes that impact your bottom line. Build and execute multi-touch sales cadences with our native phone dialer and email tool. Shorten your sales cycle with ZoomInfo Chat, an easy-to-use, data-driven chat bot tool. Set real-time lead alerts to engage best-fit buyers or automate lead-qualifying interactions to free up your internal team. -
7
People.ai
People.ai
Bring the full potential of your sales and marketing engine to life with truly actionable insights to accelerate pipeline generation and change the outcome of in-quarter deals. People.ai unifies all revenue activity data, and enriches every account and opportunity with next-generation insights that accelerate high-quality pipeline generation and improve the execution of every deal. Stay connected with every dimension of account engagement so the entire team knows exactly who is engaged, and where the opportunities are to accelerate pipeline and expansion. Understand the impact every person and activity have on the progression of a deal, and deliver actionable recommendations to improve rep performance. Our data platform breaks down data silos and uses patented AI technology to connect the dots between buyer engagement and seller performance – with insights that make your entire Revenue Engine smarter.Starting Price: $50 per user per month -
8
Goldpan
Goldpan
The scheduling, interviewing, re-scheduling, recording interviews, transcription and markup. The data-validity checking, researching and selecting the best data-processes for the job. Conducting forced ranking interviews that give precise results, know exactly why you lose deals, align teams and prioritize critical insights that can be viewed any time. The most common method is to interview prospects and buyers by phone, transcribing the audio and looking for running themes behind their behavior, create trustworthy buyer personas, backed created from current research, not cooked up eight years ago by an intern. Sales leaders understand what goals and problems your buyers genuinely face. They understand if their sales team is being too pushy in their process or perhaps not understanding client pains as the competition. -
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Graff Group
Graff Group
In today's competitive climate, the speed of conducting business is only limited by how fast one can think. What held true several months ago in your prospects' minds or the competitive landscape most likely is redefined. It's wise to take nothing for granted, even when it comes to the information provided by your sales force. They know the client, but do they really know what the client is thinking? Maybe, but if revenues are static, it might be time to start questioning the answers. A simple Win/Loss analysis could reveal some flaws in some of your most fundamental assumptions. The key to a successful Win/Loss engagement rests on the ability to dig deep. We conduct unbiased, one-on-one telephone interviews with all key decision-makers and influencers. It's essential to conduct the study during or at the conclusion of the sales process. This maximizes the accuracy of the information, while the sales process is still fresh in the prospect's mind. -
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Accord
Accord
Modern customers are conditioned to evaluate without you. They’re used to flexibility & self-serve – even for their largest purchases! The buying experience is overwhelmingly complex. More options to evaluate, stakeholders to coordinate, and hoops to jump through. The average sales process is just that, a sales process – not a buyer journey. They aren’t looking to be qualified. They have a problem to solve. Partner with prospects & customers to prevent lost deals, stalled onboardings, and missed revenue goals. Implement a repeatable sales & success process that’s collaborative with customers. Adopt winning strategies, templates, and tactics used by 100s of high-growth startups. Partner with dedicated sales experts to customize. Drive engagement and accountability with a shared understanding of next steps, milestones, timelines, and business objectives.Starting Price: $99 per user per month -
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DoubleCheck
DoubleCheck Research
DoubleCheck is a team of industry analysts and practitioners from leading research and technology firms. We speak your language and understand how to turn program findings into action. Through a structured, scalable, and effective win/loss program, we enable our clients to improve their win rates by making more informed and impactful decisions grounded by honest and timely buyer feedback. Our clients tell us that we stand out because of our collective experience, flexible program design, high-touch support model, easy-to-consume deliverables, and ability to analyze program findings. The process of learning what factors influence the opportunity outcome and what actions are needed to stay competitive by systematically collecting and analyzing buyer insights. Leverage buyer insights to strengthen product go-to-market strategies and support ongoing product success. -
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PSP Enterprise
PSP Enterprise
Market Test Interviews gauge interest in new offerings. The focus is on customer problems, existing solutions, and reaction to proposed offering. Pre-decision Interviews find out why prospects do not advance beyond a download or a pilot. The focus is on customer needs, alternatives, and sales engagement. Win/Loss Interviews determine how and why customers make their competitive choices. The focus is on buyer criteria and vendor ratings, gathering critical comparative feedback about your product, marketing and sales engagement. Churn Interviews find out why customers do not renew contracts. The focus is on customer needs, satisfaction, competitors and substitutes. -
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Primary Intelligence
Primary Intelligence
Discover the reality behind deal outcomes according to your buyers, and learn how to win more opportunities. Uncover blind spots in your sales experience and processes that only your buyers can see to help you win more. Understand what your competitors are doing to adapt to your market and how you can stay ahead. Identify at-risk accounts and improve customer experience by understanding your clients’ needs and expectations. B2B organizations that study past deals see a drastic increase in win rates, even up to 72%. By studying past deals and diving into your buyer feedback, you’re able to remove bias around why you win and lose and identify actionable insights to help each rep win more. Win-Loss Analysis uncovers sales and marketing insights for your organization and helps create alignment between all customer-centric departments. You can also run specific programs to study how the sales experience impacts a deal outcome, how your buyers perceive competitors in your market.Starting Price: $45 per month -
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Kizen
Kizen
Faster, Smarter Growth. Kizen helps companies grow faster and work smarter by leveraging cutting-edge technologies like intelligent automation, digital assistants, big data, and AI. Our next-gen software platform with Zoe, the world’s smartest digital business assistant, supercharges productivity and accelerates profitable growth for marketing, sales and experience teams across the globe, enabling seamless personalization at scale. -
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Ambition
Ambition
The #1 sales performance software, Ambition transforms sales teams into powerful revenue engines. From coaching and analytics to TVs and contests, our tools make it easy for sales leaders to draw smart insights from data, and to create a culture of success on the sales floor — so that every rep can drive revenue in a measurable, meaningful way. Manage and measure what matters across multiple roles or segments. Ambition delivers visibility and insights to managers while also empowering reps to exceed goals and prioritize their activity. Share Insights, smart alerts, and key trends to the right person, in the right place, and at the right time. Customizable Ambition Workflows and deep integrations power real-time recognition and notifications. Develop and manage your teams with consistent, customizable metric-based coaching programs. Ambition's powerful coaching suite allows sales and enablement leaders to maximize team performance. -
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Buyerstage
Buyerstage
Digital sales room platform for your entire sales funnel. It helps sales teams to stop wasting time with tire-kickers by pre-qualifying inbound leads, offering stakeholder content insights, and eliminating any early friction with the buying committee. What Buyerstage offers: 1. Digital Sales Room—Manage all your buyers from qualification to conversion under one link. 2. Mutual Action Plan—Work on a collaborative checklist to complete the deal. 3. Lead Qualification—Automate MQL-to-SQL qualification. 4. Seamless SDR to AE Handoff—Make a smooth handoff from sales development to sales. 5. Sales Collateral Management—Share assets via portal and monitor how they are consumed at the buyer end. 6. Buyer-Seller Collaboration—Get instant notification on buyer queries through comments and chat. 7. Buyer Insights—Get metrics to know how your buyers explore and value your product. 8. Stakeholder Mapping—Identify the key decision-makers in advance.Starting Price: $29/user/month -
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Growth Velocity
Growth Velocity
To increase opportunity creation and reduce no decisions, our interviews are a deep dive into the buying context, the funding decision, and initial perceptions of the solution space. After analyzing the data to identify the winning patterns and understand why they occur, we recommend improvements to targeting, messaging, and sales process and enablement. To improve opportunity win rate, we interview buyers about their perceptions and thoughts as they shortlisted solutions and then selected one. We make these deep dives actionable by identifying the key criteria that drive wins and losses overall. And we explain how and why buyers assess competing alternatives on those criteria. Teams that have this deep understanding of the criteria that control outcomes are able to make rapid, data-driven improvements. -
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Cascade Insights
Cascade Insights
With B2 B-focused market research and marketing services, Cascade Insights helps companies seize opportunities in the B2B technology sector. Today’s sales process is largely independent, with 68% of buyers preferring to research on their own before creating a shortlist. If your website doesn’t connect with your buyer’s priorities, or your content doesn’t show up where they are looking, you are likely to lose a lot of prospects. If you have a new solution that you think has a different set of buyers than your current solutions, investing in buyer persona research can ensure a strong initial marketing and sales push. Cascade Insights helps organizations seize opportunities in the B2B tech sector via a variety of market research & marketing services. We take a lot of pride in our specialization. We don’t work outside the B2B tech sector, and we don’t do B2C. Our clients range from enterprise tech giants to startups. -
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VOC Research
VOC Research
VOC Research specializes in professional, pre-scheduled, and unbiased conversations with key decision-makers at your customers, prospects and intermediaries to gather their opinions, sentiments, and voice of customer feedback regarding your company’s and your key competitors' products and services. Our expertise in B2B VOC services will help you win more business and retain more customers. We interview key decision-makers at the organizations where you recently won or lost new business to determine the factors that led to each decision. We then analyze the interviews to identify trends and actionable intelligence to help you win more business. We interview your customers to gather their unbiased satisfaction, loyalty, and renewal sentiments, allowing you to identify and react to any comments, issues, or enhancement ideas in a timely manner. We interview your customers to determine their likelihood to renew or defect to a competitor so you can identify and react to any comments. -
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Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
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Contify
Contify
A comprehensive market and competitive intelligence platform that helps businesses track information on competitors, customers, partners and industry segments by enabling users and teams to collect, curate and share actionable intelligence across their organization. Contify helps businesses drive informed decision-making by enabling them to keep track of what’s important in a world brimming with ‘digital noise’. Hundreds of enterprises rely on Contify’s platform for noise-free, actionable intelligence, and the company has 15+ years of experience deploying market and competitive intelligence solutions. Additionally, Contify enables organizations to: • Leverage global, multilingual intelligence presented in English, ensuring accessibility and relevance across geographies. • Gain historical context with access to out-of-the-box historical data, allowing you to identify trends and anticipate future movements with confidence. -
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Topline Strategy
The Topline Strategy Group
To answer these questions and more, Topline has developed a propriety methodology which we call Sales Chain Analysis. It is a more comprehensive approach to Win Loss Analysis. Our methodology seeks to gain a deep understanding of the market, the competitive dynamics in play, and most importantly, why decisions are made. Usually you are querying the account shortly after the decision is made and the account might not have had enough time yet to really know if they made the right decision. Decisions come in when they come in, and you never really gain a critical mass of information to process in a defined time period. You learn a tactical bit and then you move on. There is no guarantee of speaking with a diverse cross-section of prospects in this time period. Because you are directly related to the sales event, you enter the questioning with biases. -
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Revegy
Revegy
Revegy's intelligent sales planning platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts. -
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Gainsight
Gainsight
Everything you need to turn your customers into your biggest growth engine. The Gainsight Customer Cloud brings together all the technology you need to ensure your customers easily adopt your products and achieve their desired outcomes with your company. Orchestrate the customer journey across every function and create clients for life by delivering great outcomes at scale. Combine deep SaaS product analytics with personalized in-app engagements to deliver exceptional user experiences. Capture feedback, close the loop with respondents, and discover insights to ensure an exceptional customer experience. An open platform that acts as a central hub for customer data systems and provides actionable insights to every employee to make better decisions in service of the customer. Scale revenue growth through whitespace analysis, upsell and cross-sell playbooks, and streamlined renewals processes. -
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Clozd
Clozd
Clozd provides world-class consulting services for win-loss analysis. We help our clients to design and execute effective win-loss programs, customized to their unique needs. Our experienced team of win-loss consultants can help to design your program, conduct in-depth buyer interviews, administer surveys, analyze program findings, develop summary reports, code systems integrations, and more. Clozd offers innovative software, called The Clozd Platform, that powers continuous win-loss analysis for your entire sales pipeline. First, the platform integrates with your CRM to monitor your closed opportunities. Next, it automates win-loss data collection from reps and buyers using a combination of interviews and surveys. Finally, it synthesizes the data, surfaces critical insights about why you win and lose, and shares them with stakeholders across your business. -
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Fletcher/CSI
Fletcher/CSI
Many companies conduct ad-hoc internal reviews of some of their bids, but a successful Win/Loss program is more comprehensive. Win/Loss analysis is an ongoing, systematic analysis of why a company’s deals are won and lost. The process is simple, but the results are powerful because they help decision-makers implement company-wide changes. Analysts conduct qualitative and quantitative interviews with decision-makers at prospect companies, for both won and lost deals. Our interview guides result in objective insights related to purchasing decision processes, solution capabilities and features, sales team effectiveness, pricing, and contracting. We regularly provide clients with individual reports for each deal so they can understand the nuances of each individual case. In the end, we deliver a summary report that analyzes trends across multiple deals over time. The aggregation of several deals over time lets us deliver recommendations about value proposition, product features, etc. -
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Entrwize
Entrwize
Entrwize provides complete and bespoke win-loss programs to B2B SaaS companies. This consists of a program of buyer and/or customer interviews and surveys, access to the Entrwize app, and quarterly executive read-outs. As human intelligence specialists, Entrwize discovers the reasons behind wins, losses or churns in more detail than other providers, delivering clients a vast, searchable repository of information about their target buyers, competitors, product, and GTM effectiveness. Entrwize works with clients on an individual basis, aligning the program and app to clients' business aims, CRM fields, and more. Entrwize offers pilot programs of various sizes, with rapid turnaround times.Starting Price: £9,000 rapid pilot program -
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WON
WON
Win-Loss research helps organizations better understand why you win deals, and the reasons you lose to competitors. WON conducts comfortable, third-party interviews with your key contacts. You'll gain deep insight into their decision-making process, the strengths/weaknesses of your team and offering, and exciting insight into your competitors. As a result: - Sales learns how to improve their talking points and process. - Marketing learns the messaging that resonates and how better to position products to different customer profiles. - Product learns what features customers care about. - And Client Success teams learn what’s most important to their customers, and how to prevent churn.Starting Price: $440 per interview -
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Kapta
Kapta
Kapta is key account management software that reduces churn and drives organic growth. When the going gets tough, vendors are the first to go. So you have to be more than a vendor—you have to be an indispensable strategic partner. Kapta has the software and process to get you there. Kapta offers key account management software, based on a proven system, so you can know your clients better, act quickly and effectively on their behalf, and demonstrate value, time and time again. Know your customer inside and out, so you can create more reliable forecasts for them and for you. See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts. Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.Starting Price: $1,000 per month -
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Prolifiq
Prolifiq.ai
Bring Relationships Back Into CRM with the #1 Key Account, Opportunity and Content Management Suite for Salesforce-first Companies. See a 100% increase in team collaboration and user adoption. Enable sales to add 5-10 new detailed account plans per week. Get our apps implemented and start the onboarding process within a week. Decrease time spent on account plan presentations by 80%. You’ve made the investment in Salesforce. Now give sellers the means to make the most of it. Upgrade the platform into a total strategic sales solution B2B sales, operations, and support teams can’t wait to use, with the only complete Salesforce modernizer on the market. Visualize key deal progression to manage deals at risk. Identify key goals and build an action plan to achieve quick wins. Find Whitespace Analysis & growth opportunities with key accounts. Prolifiq CRUSH: The tool helping you proactively account plan in Salesforce, your source of truth when closing deals. -
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Thirdside
Thirdside Solutions
When you know the real reasons, you can do more of what works, and fix what needs fixing. Sometimes its price. Sometimes it’s as simple as giving more tailored solution demonstrations. Other times you may be lacking critical product features. Improve and prioritize sales enablement, prove your case to product management about new feature requests, institutionalize best practices from your top performers. Uncover new opportunities for account expansion. Get direct feedback on what went well and what could be improved in each sales engagement. Feedback is a gift, and this gift is made of gold. It’s like a 360-degree review for sales professionals, with both praise and constructive feedback. Use this direct feedback from the market to improve personas, messaging, competitive positioning, lead generation, content marketing, and more. All based on market-validated information. Learn about product features making a difference in competitive selling situations. -
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Recapped.io
Recapped
A living workspace for complex deals. Mutual action plans that keep prospects accountable and ensure nothing falls through the cracks. Keep everything in one spot. Ensure clients complete next steps. Automatic email reminders help keep clients, stakeholders, and team members accountable to next steps. Consolidate your entire deal in one place. No more searching through countless email threads and spreadsheets. A single place for you and your client. Accurately forecast deal outcomes. Gain visibility into the status of your deals without complicated reports, and jump in before it's too late. Clone your best reps with repeatable playbooks. Drive best practices on every deal with reusable templates, ensuring everyone performs their absolute best. Integrate into your existing workflow. Recapped integrates with Salesforce, Dropbox, Google Drive, and a lot more.Starting Price: $49 per user per year -
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CustomerGauge
CustomerGauge
CustomerGauge helps B2B companies leverage customer feedback & behaviors to align business initiatives, improve account retention, and increase revenue growth through up-sells, cross-sells, and referrals. The CustomerGauge Account Experience™️ platform enables B2B companies to monitor account engagement, collect feedback from key stakeholders, segment real-time results into custom dashboards, and map feedback to changes in NPS score & revenue. Through custom and native integrations, users can monitor engagement across a variety of activities including how often key stakeholders answer customer surveys, submit support tickets, open marketing emails, attend business reviews, and so much more. Other capabilities of the CustomerGauge Account Experience™️ platform include the ability to set KPI targets for closing the loop on feedback, identify accounts at risk of churning, and forecast the revenue impact of changes in NPS score. Get a demo today. -
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Totango
Totango
Totango is a customer success platform built to help businesses streamline operations, drive retention, and scale revenue without limits. Designed for cross-functional teams, it unifies customer data, health insights, and engagement tools into one connected system. With flexible dashboards, automated workflows, and best-practice playbooks, teams can efficiently manage complex accounts and multi-product environments. Totango equips organizations to understand customer health in real time, proactively reduce churn, and deliver value at every stage of the journey. Its enterprise-grade security ensures data remains protected while teams execute at scale. As companies grow, Totango adapts with them, supporting thousands of customers through digital programs or high-touch strategies. -
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Enablix
Enablix
Sales enablement for b2b marketing teams. Marketers use Enablix to arm sales and customer facing teams with the right content and enable buyers with useful content experiences. Modern sellers need quality content to enable buyers and accelerate their purchasing process. Level up your sales team's ability to deliver quality and targeted content at the right time to the right buyer. Keep marketing and sales teams on the same page about content and messaging. Streamline sales communication, so reps know what content to use, when to use it, and how to use it efficiently. Instantly create engaging content experiences based on buyer's persona and prospect’s profile. Create microsites and content hubs to enable buyers and engage customers. Modern sellers need quality content to deliver “buyer value” and accelerate pipeline. Use content insights to help your marketing and sales teams make informed investments.Starting Price: $25 per user per month -
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Aurora GPS
Aurora
Aurora GPS helps B2B organizations use win-loss analysis to understand the root causes of success and failure, providing your salespeople the actionable tools they need to quickly close more business. Your sales cycle should not be shrouded in mystery. Yes, you have data from your CRM on deal volume, velocity through the funnel and overall win rates. But why did you win? Why did you lose? Most explanations are simple, one-sentence notes in the deal record. If you want to understand the underlying reasons – and be able to do something about them – you need to dig deeper. Build relationships with both won and lost deals by demonstrating your commitment to improvement. A major medical device company consistently fell behind its competitors getting its device adopted by major healthcare systems. It had success with smaller hospital groups, but it could not meet its revenue and profit goals on the backs of smaller providers. -
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Salesdrive
Salesdrive
Salesdrive is a B2B sales enablement platform that empowers revenue teams to convert leads faster by equipping them with content tools, interactive proposal builders, buyer portals, and real-time buyer analytics. It centralizes all sales and marketing content into a shared library so teams can present, share, and track documents in seconds while always staying on brand. Salesdrive’s tools include a proposal creator, portfolio visualizer, chart mapper, video navigator, business locator, and interactive learning modules, all designed to enhance buyer engagement and streamline the mid-funnel process. It offers a buyer engagement portal where prospects can interact with proposals, ask questions, accept offers, and stay in sync with sellers. It also supports CRM integration, content-based buyer insights (which track what content prospects view and for how long), auto-personalization, and content performance analytics. -
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Porter Research
Porter Research
Take focus groups to the next level by conducting them online in a way that gathers more information, more efficiently, and in a way that is less time-consuming for participants. Make messaging feedback interactive and precise with visualization that clearly calls out the target audience's feelings and perceptions of keywords and messages. Assess the competitive arena and understand the reasons why deals are won and lost to gain intelligence that can improve sales, marketing, client service, and product strategy. Provide a guide to benchmark and measure your clients’ experience. Identify potential areas of improvement from a company, product, sales, or service standpoint. Gain insight into potential markets and competitive landscape. Use actionable intelligence to launch new solutions, expand into new markets or realize the full potential of existing solutions with effective product positioning and messaging. -
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Winxtra
Winxtra
Winxtra is a win-loss and churn insight platform built for companies who need real, strategic feedback, not shallow CRM dropdowns or generic survey data. We combine expert-led buyer interviews with AI-powered tagging to deliver clear, board-ready insights that help CEOs, CROs, and CMOs understand why deals are won, lost, or at risk of churn. Every insight is structured, searchable, and delivered where you already work, via Slack, Salesforce, or Teams and without needing to log into a separate dashboard. Our frictionless subscription model ensures fast onboarding, human-led conversations, and actionable reporting that drives growth and reduces revenue leakage. -
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BuyerAssist
BuyerAssist
With BuyerAssist, your sales teams power continuous value discovery and realization for your buyers, to build trust and accelerate revenue. Collaborate and win with your buyers by aligning with them on a shared definition of success, milestones and the jointly-operated plan to get there. Enable interactions that help you identify and define potential value for your buyers and create a plan to get there. Partner with your buying teams across personalized milestones and a jointly developed roadmap to buyer success. Empower your buyers with one-place-to-go for accessing contextually relevant information at any time. Unify all the buyer behavior data across their lifetime engagement to make business decisions. -
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Ox Engine
Ox
We'll design an engine that ensures you hit aggressive growth targets. Bridge the gap between your financial and operational plans. Create predictability in your pipeline. Highlight risks and opportunities for growth. Benchmark KPIs and establish revenue “dials”. Develop a tailored growth model. Design your revenue funnel plan. Establish an Executive dashboard. Provide ongoing closed-loop progress reporting. Integrate qualitative inputs including Win/Loss analysis. Proactively highlight risks & opportunities. Perform on-the-fly “what if” analysis. Generate optimized funnel plans monthly, quarterly, and annually. We love challenges. Got one you’d like to discuss? We have a passion for moving companies from initial traction to growth at scale. Audit your key business metrics from the past 12 months. Construct “dials” that fuel predictable growth using key assumptions. Build a revenue funnel plan that aligns your teams to shared goals. -
42
Brainbase
Brainbase
Brainbase Assist helps companies manage any licensing, partnership or sponsorship agreement from end-to-end in a single platform. - Get insights by tracking important metrics like total sales, royalties, rights availability, upcoming events, notifications and more. - Compare progress across partners, products, categories, territories, distribution channels and detect issues before they become critical. - Create personalized, custom dashboards and generate reports with the metrics that are most important to you - Upload, view and track sales reports and royalty performance all in one place. - Eliminate human error with fully-automated sales and royalty calculations based on the contract terms. -
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Koala
Koala
Give reps a single-pane-of-glass for account prioritization, deep research, and identifying buying committees. All the prospecting data you need in one place. Deliver account & prospect-level insights that sellers can immediately act on, set alerts for key buying moments. See the full story of every account, from who’s most engaged to actions across your website, docs, and product. Access contact details for your buying personas, instantly, streamline prospecting, and make multi-threading a breeze. Bring world-class intent data into your CRM to enable sales and marketing teams to operationalize this data for their use case. Uncover new insights on the campaigns, content, and actions driving conversions to inform sales and marketing strategy. Refine account scoring with a model that analyzes your closed-won customers to keep your team focused on the right set of accounts. Plug Koala into your existing stack with integrations for popular sales engagement platforms.Starting Price: $350 per month -
44
Trinity Perspectives
Trinity Perspectives
Win Loss Analysis is a mechanism to gain a better understanding of why you’re winning and losing the business you pitch for. We speak directly with your customers and prospects, extracting specific, actionable and unbiased feedback about your sales team’s performance in recent competitive sales opportunities. Taking the time to analyse your winning and losing deals can uncover areas of weakness and missed opportunities in your sales process, plus areas of strength or differentiation you were unaware of. It can also help expose gaps in your competitors’ strategies and attractive niches in your target markets. -
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Anova Consulting Group
Anova Consulting Group
Every day, your customers choose whether to continue their relationship with your company based on the quality of their experiences with you. Anova Consulting Group’s customer experience analysis is a customized program that produces unbiased and unfiltered feedback from your clients and customers. It can enable you to assess the quality of those experiences and the likelihood that your clients and customers will continue to do business with you. Define strengths, weaknesses and gaps within your company’s customer service delivery protocols and your overall suite of products and services. Track trends in customer views by measuring annual customer satisfaction levels against internal service quality benchmarks. Obtain qualitative “voice of the customer” feedback that identifies areas of improvement with regard to product features and service delivery mechanisms. -
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ShoDeck
ShoDeck
Give your prospects a personalized buying experience and track their engagement with advanced analytics whenever you send them content. With a little time investment, Salespeople can deliver a customized content portal for your buyers to engage with and share among their stakeholders. This dedicated content page is unique and private to that opportunity and a far better user experience than receiving bulky attachments that get lost in long email threads. Sho tells you who’s viewing what, and for how long. You choose what each individual sees next. We’ll even tell you when they’re looking, so you can live chat with them. Sho brings all stakeholders and content together in one shared space providing a faster, easier and more pleasing experience for your buyer. Say goodbye to links and attachments in long email threads.Starting Price: $20 per month -
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MonsterConnect
MonsterConnect
MonsterConnect accelerates lead generation for B2B sales organizations through a consistent stream of live phone connections with decision-making prospects. Our unmatched blend of fast dialing and routing technology, efficient outbound prospecting service, and scalable community of live agents delivers a week's worth of prospecting in just one hour for 40X better results. Our scalable community of dialing agents comprises accent-neutral, fluent English speakers from the United States and nearby locations. They deliver 150-200 calls and 8-12 conversations with decision-makers per hour, navigating phone trees and minimizing call transfer latency for a smooth, seamless experience. Our scalable community of dialing agents comprises accent-neutral, fluent English speakers from the United States and nearby locations. They deliver 150-200 calls and 8-12 conversations with decision-makers per hour, navigating phone trees and minimizing call transfer latency for a smooth, seamless experience. -
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Aviso
Aviso
Aviso has over six years of predictive AI modeling expertise proven at Fortune 500 ($5B+ scale) as well as high-growth business leaders. Aviso’s predictive forecasting delivers 98%+ accuracy, flexibility across net new and renewal business models, and deep enterprise customization. Aviso’s unified forecasting blends the best of human and AI judgments with the most sophisticated global roll up forecasting in the industry, helping sales reps, managers, and VPs of Sales focus on what lies ahead and drive timely team actions. Aviso is also the only tool on the market to predict run rate business. Get insight into all deals called in and out of forecast with Deal Level Forecasting. Audit your trail of judgment applied across all levels of management (roles, deal amounts, CRM fields). Immediately see discrepancies and address disagreements between members of your sales team on whether a deal is in or out of forecast. -
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Prelay
Prelay
Prelay's team selling software enables your revenue team and its internal stakeholders to work together more effectively. With Prelay, deal coordination is organized within one purpose-built platform integrated with other key software instead of spread across multiple disjointed collaboration tools without any centralized tracking, oversight, or learnings. Prelay's core use cases ensure there is clear visibility and alignment across the deal execution cycle. Our team selling software leverages Plays for process management and Assists for resource & deliverable management. Ability to loop in any individuals or a team within the deal for quick questions to large deliverables from anywhere. Manage & track the full-cycle of the deliverable with full history available. Initiate, manage, track, & test to find scalable success across proof of concepts (POCs). Involve all teams & overall enablement for alignment as well as guidance throughout. -
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RevSetter
RevSetter
Drive any sales or customer success motion and adapt it to each role and team – from CSM to manager to CxO and beyond. RevSetter enables the workflows that best fit your team and customers, across the revenue journey and segments. Finally, there is a solution to your data challenges. Structured or unstructured data, in any of your favorite tech or databases – it does not matter. Seamlessly integrate with RevSetter using our unique data model and see it all in action. Powering your insights, workflows, and automation. From the comprehensive CS Audit to the powerful solutions that give you a true 360 view of every lead, customer, and portfolio, RevSetter helps elevate and enhance your strategy and turns it into actionable, day-to-day activities & outcomes for your team. Leading to happier customers, improved retention, and accelerated growth.
