FunnelSource Alternatives

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.

QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.

TigerLRM is an All-in-One CRM with Sales Enablement built right in. Essential tools Include Content Management, Training & Coaching, a Sales Playbook, a Digital Asset Management system, a robust Mobile App, and more. With TigerLRM, you get: Digital Asset Management: Consolidate your marketing by including all your digital assets, such as whitepapers, brochures, content, and collateral, in one easy-to-access database. Sales Playbook: Get your sales and customer service team centered on your marketing message and counter objections with your sales playbook. Learning Management: Train new hires and upgrade the skills of your existing employees. You can create your own courses. Sales Enablement: Every company needs a sales enablement professional to apply proper sales enablement in the organization. Your SE professional can guide sales and customer service teams during the client buying journey.

Skynamo is the only all-in-1 Field Sales Software for manufacturers, wholesalers and distributors. It enables reps to accurately prioritize their account visits, plan their route and day in the most efficient and effective way possible, seamlessly recall and track all client communications, and streamline onsite information gathering and order submission. For management, they gain insight into where their reps are spending their time, what roadblocks are being faced in the field so they can coach around them, and what is leading to success in the field so they can spread that to the entire team. Skynamo sits on top of your accounting, inventory, or ERP solution to provide the sales team with a solution tailored to their day-to-day.

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.

The Outreach Sales Execution Platform helps sales teams efficiently create pipeline and predictably close more deals. Outreach is the only complete platform that empowers the entire sales organization — from sellers to front-line managers, sales leadership, and ops — to create and close more pipeline. If you're looking to win more deals by personalizing, prioritizing, and analyzing sales activities, turn to Outreach. Outreach is the #1 sales engagement platform dedicated to make every sales team more effective at selling. From creating pipeline to optimizing sales workflows, Outreach helps to ensure that you achieve your sales goals. Top tools include sales sequences and dialer, sales email and tracking, outreach everywhere, sales intelligence, email and content templates, analytics and reporting, and coaching analytics.

Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters.

Varicent provides a full suite of solutions designed to help you manage the end-to-end process of all aspects of sales performance so you can improve performance and drive growth. Create smarter territory plans and more effective quota assignments with Varicent’s territory and quota planning solution. Efficient pipeline management can be challenging to achieve if you have a leaky funnel. Our revenue operations solution helps your organization improve efficiency across the full funnel so that you can increase the volume, velocity and value of deals, improve forecasting, and drive superior go-to-market results. Varicent lead to revenue helps to identify operational gaps in the business, such as lead response SLAs and lead to pipeline conversion, so you can capture missed opportunities in your pipeline, improve operational efficiency and increase revenue. Varicent is the industry-leading SPM solution that delivers a fast, flexible and easy way to pay sellers accurately and on time. 

Helping businesses increase sales results by providing sales leaders with deep insight into deal health, giving them the tools to drive every rep to quota and taking forecast accuracy to unprecedented new heights. Thanks to The CloudApps sales effectiveness and accuracy platform, our customers are increasing win rate by 20%, average deal size by 19% and achieving forecast accuracy of over 95%. How? By using AI and behavioral science to track & promote the right sales behaviors at the right time. Helping sales executives forecast, predict & improve sales results using artificial intelligence and behavioral science. By tracking sales behaviours, we provide the deep insight needed to assess deal health, determine pipeline quality and pinpoint the behaviours of top performers. We help create a data-driven path to closure for each of your deals and increase win rates across the board.

Drive revenue optimization with Oracle’s advanced incentive compensation, quota, and territory management tools. Oracle helps both sales managers and sales operation staff plan and perform better with connected data and deeper insights. Improve sales execution and operational efficiency across quota planning to sales forecasting with Oracle’s predictive and intelligent planning solution. Optimize your market coverage and intelligently set territory and quota plans with AI-driven predictive planning capabilities. Better understand your plans and models with multidimensional and drillable what-if planning by territory, product, account, channels, seasonality, and more. Give sales operations the power of an enterprise planning platform that they can use from the comfort of a familiar Excel interface. Plan and create achievable quotas, territories, and compensation plans that are ready on day one with real-time data.

Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring best results, deals at risk, and steps with the greatest impact. Guided selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. Our philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by having complete visibility into the pipeline, deals, and team activity, gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel and getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks. Know the status of every deal, what happened before and what’s going to happen next.

apidly Identify and Prioritize each rep's areas for improvement. Conduct the entire coaching process inside Salesforce, Xvoyant's intuitive setup connects to your existing sales stages and hierarchies. Quickly connect with success drivers in minutes with intuitive drill-down and "what if" filters. Xvoyant gives you objectively measured outcomes against process points in a way that removes emotion or defensiveness. It transforms historical Salesforce activity data into a predictive modeling tool. This allows leaders to maximize efficiency by focusing on the rep that most value and respond to coaching. Xvoyant uses machine learning and data science to give you a clearer understanding of where every deal REALLY is in your pipeline. Configure stage stage verifiers to track each deal's key inflection points to ensure progression and completion. Xvoyant provides one consistent platform to plan, schedule, document and track coaching sessions and goals.

Can your sales team win against world-class competition? Drive entire operation top-down rapidly, use predictive metrics to proactively resolve problems today that otherwise would impact tomorrow’s results, help managers become proactive coaches with a proactive skill development system, measurably improve performance of sales managers and sales professionals, create effective proactive sales culture. Rapidly become a proactive coach, fix problems with opportunities very early, achieve continuous pipeline balance for sales professionals and you, use predictive metrics to proactively resolve, seller problems today that otherwise would impact tomorrow’s results, measurably improve seller performance with proven skill development system. Dramatic improvements in win rates & contract size while reducing sell cycle length, end-end sales enablement, complete set of online training programs, from planning through execution.

Sales performance management platform for HubSpot users. Master sales planning and set attainable goals based on your historical HubSpot data. Manage sales capacity efficiently and develop proper hiring calendars to hit your numbers. Employ multiple forecasting models and avoid end-of-quarter surprises. Use what-if scenarios to allocate resources efficiently. Gain actionable sales insights from your HubSpot. Access predefined planning templates, utilize what-if scenarios, and automatically assess goal attainability. Utilize AI and predictive forecasting to gain accurate future sales predictions. Monitor all critical sales performance metrics in real-time. Gain actionable insights on performance gaps (people, process, pipeline) without spending hours analyzing multiple reports. Assess current sales capacity and automatically calculate the needed capacity to attain sales quota. Monitor pipeline development in real-time and spot bottlenecks early.

Track productivity and activities with proven KPI frameworks that are easy to implement. Manage all of your sales teams in one place and uncover valuable insights to coach each individually. Create sales competitions to drive productivity and gamify their daily experience. Recognize achievements and reward your team through instant payouts. Achieve visibility and scale across your entire sales organization's productivity efforts. Organize all of your data in one space. Alysio is designed to enable collaboration across your sales floor and build a winning culture. It gives you the ability to refine and coach everyone in a bespoke manner and expand core competencies. Alysio provides a transformation to the way you scale your sales team. It's the platform used by the world's leading enterprises to improve productivity, understand the individual, and have dependability around revenue forecasting.

Lative is a revenue planning, strategy, and execution tracking platform that enables you to achieve profitable efficient growth. Connect top-down targets and plans to bottom-up operating data to make better investment decisions and hit targets. Achieve profitable efficient growth by accurately calculating your sales productivity and return on investment in real time to make better investment decisions. Connect your top-down revenue plans with bottoms-up operational data to give a cohesive and complete overview of your sales organization. Identify any gaps in real-time and model multiple what-if scenarios with AI to ensure you hit your sales targets. Fast time to value with seamless connectivity and integration. Consolidate your data across 150+ diverse data sources to provide a single source of truth. Accurate and real-time revenue insights for agile decision-making to keep pace with the ever-evolving demands of your business.

Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.

Call Recording Every call that is made is automatically recorded and stored on the contact record within the Sales Sling Lead Management System. Calls are also searchable through our reporting and agent call history features, so you have the ability to easily find, download or flag a call and share it with the agent or other team members for coaching or review. Built into the call making workflow, outcome tracking will become an intuitive and second nature for your agents. Predetermined disposition buttons are incorporated into the call center dashboard and at the end of a call your agent must simply click on an outcome and a contact will move into the appropriate bucket of your sales pipeline. Conference in as many people as you need to for a demo or meeting. Allows you to whisper into the ear of an agent during a call without the client hearing and to take over a call if necessary. This is invaluable when training new talent.

If you want a platform that is designed by a handful of people at one company, go with someone else. But if you want a platform that is updated daily with the workflows your peers use to beat target, get in touch. Embed forecasting processes from sales reps up to leadership, and augment with multiple AI and analytical methods for crystal clarity. Ever been alerted by your bank about that large purchase you just made? We do that for changes in activity and pipeline that will impact next quarter's revenue. Want to dig into the data? Use interactive tools to engineer your perfect outcome, and assign KPI targets to your team to track real time progress. Stop spending your evenings with screenshots and PowerPoint. Report to management, and have your team report to you, with real time interactive dashboards. Community-designed best practice for every person in the revenue function.

Kreato accelerates sales with its Sales CRM Platform powered by in-built Sales Acceleration AI – Axlerate. Core Sales CRM arms sales teams with much-needed sales execution capabilities with the right mixture of sales pipeline management, engagement, and automation tools, whereas Axlerate AI augments sales team decision making and execution capabilities throughout the LOC (Lead-Opportunity-Closure) sales cycle to sell faster, smarter and more. Discovers and adds rich layer of information to customer profiles automatically. Auto distributes new incoming leads to right sales reps using intelligent mechanisms. Auto captures new leads from web forms, landing pages, emails, calls, chats & more. Auto assigns tasks to sales reps based on pipeline events and state changes. Auto generate and email pre-configured reports to management as per schedule. Auto send successive set of personalized emails to customers at pre-defined schedules.

Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.

Go beyond points, badges and leaderboards, use all the mechanisms and strategies that make games exciting and addictive to sustainably drive employee engagement, learning, and performance. Reduce churn and burn. Ensure every employee gets a chance to be a hero daily and sees a clear path to success. Recognize employees instantly for behaviors, processes and activities that drive business results. Drive ongoing excellence. Build and sustain excitement about working towards goals, learning and being a team-player. Employees aren’t automatons. To stay driven, they need a sense of value and purpose. With Centrical, you can make everyone, not just top performers, a hero with personalized challenges, weekly wins and progressing game narratives that chart a clear course to success and development. Associating behaviors with recognition turns them into habits. Centrical uses data from your enterprise applications and compensation management to instantly reward employees for doing what’s right.

We understand our clients all have different organizations, goals, and priorities – that’s why our strategic Incentive Compensation Management service is designed for optimal compatibility and flexibility toward your business objectives. Our innovative Sales Performance Management platform provides you with comprehensive information and insights – at a glance – empowering you and your workforce to work smarter and achieve more of your strategic goals. XTIVA contains a redesigned, future-proof engine that incorporates advanced features to help your business succeed. Our clients see the advantage decades of experience brings to power the way you and your team work. At Xtiva, we exclusively work with Financial Services firms. This means we appreciate how unique and intricate your business need are, including the myriad of complex producer, regulator, operations, shareholder and customer driven issues.

Predictable sales growth with revenue intelligence. With Ebsta’s Revenue Intelligence Platform, sales teams have the insights they need to improve forecasting accuracy, identify pipeline at risk, enhance relationships, increase sales performance and automate CRM tasks. With our simple to use system you will have the power at your fingertips to make sales decisions simpler, faster and more effectively. Ebsta gathers real-time pipeline trends, sales engagement and historical performance to help sales leaders confidently predict their forecast and optimize their pipeline faster.

Drive performance of the salesforce with actionable performance insights delivered through mobile apps. Promote transparency and trust in the salesforce through plan communication and governance processes. Simplify comp plan building process for analysts with innovative comp model builder. Improve productivity of sales commission administration through dispute and payment management processes. Improve quota performance of the salesforce with actionable performance insights. Promote transparency and trust in the salesforce through quota and adjustments communication. Simplify quota setting process for analysts with innovative quota model builder. Improve effectiveness of the quota setting process with a variety of quota analyses for analysts. Improve salesforce execution by providing map-based territory level data visualizations.

Founded in 2013, Saleshood is the leading comprehensive sales enablement platform used by hyper-growth companies to boost sales performance. A pioneer in the future of selling, Saleshood’s innovative sales tools and processes reduce time to ramp, lift quota attainment, accelerate sales velocity and prove the impact of revenue enablement programs. Companies such as Drift, Demandbase, PowerSchool, RingCentral​, Latch, Domo, Omada Health, Sage, Trinet and Yext use Saleshood to realize fast revenue outcomes with 100% virtual training, coaching and selling — at scale.

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.

Data driven coaching platform to define, develop & measure sales performance. Put sales competencies at the heart of every sales coaching conversation, easily identify gaps, drive improvements in skills and performance and measure the outcomes, all in one place. e4enable is a data driven coaching and development platform designed to define develop and measure what good looks like in your sales organisation. e4enable starts your journey on the right foot by putting sales competencies at the heart of every sales coaching conversation, driving improvements in skills, and developing the right sales mindset. It holds sales people and sales leaders accountable for driving adoption and reinforcing sales training and provides complete transparency at all levels of an organisation. To give you the full measure of your sales coaching and training program, it aligns competencies to leading sales KPIs and metrics to measure the impact on top line sales performance.

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.

You need solutions, not more problems. Get the answers you need to overcome objections, streamline sales processes, and unleash the power of your data. Calling it clairvoyant might be a stretch. But our conversation intelligence solution can capture the insights you need to deliver relevant coaching, drive team performance, and win more deals. Right when you need it. Conduct sales & service calls through the Gryphon platform using any phone, tablet, PC or application. Empower & protect your org with real-time screening & collection of call data automatically. Get unsurpassed, accurate visibility into sales & service rep activity & performance on-demand. Steer any conversation toward success. With real-time, in-call sales coaching, you’ll never miss another opportunity to close a deal. Unlock the next level with our powerful sales coaching platform.

Trigerz platform is a 100% Salesforce Native application that helps your sales teams stay on top of their revenue generating tasks by driving the right behaviors, so managers and executive can focus on coaching and executing against strategy. Trigerz are notifications created by an event, scenario or action. These can then be pushed out to your teams as insights to drive the correct behavior whether you are calling, managing opportunities or prioritizing tasks.

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.

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.

In just a few steps, you can empower dozens, hundreds, or even thousands of teammates to move faster and hit their goals. We integrate seamlessly with Salesforce, Zendesk, Outreach, Stella Connect, and many other applications. Leverage dozens of templates or create your own custom goals with Pathlight's powerful metric creation workflows. Because Pathlight intelligently builds your org chart, you can roll out your goals in minutes. In every office, in every country, get everyone managing against the same information. In one click, you can celebrate your team’s wins or provide targeted individual coaching. Performance data is automatically embedded in every message. See a team member falling behind? Supporting them is easy with our 20+ customizable coaching templates. Make your 1:1s more productive with our pre-set agenda templates.

CATS Sales Performance Management (SPM) keeps businesses on target with an integrated suite of SPM applications for planning, designing, allocating and managing incentive compensation, data integration and transformation, territory and channel management, quota and target management, goal setting, modeling, business intelligence and enterprise analytics, and workflow process automation. Provided as a secure cloud service hosted by Centsoft, or as an on-premise solution, CATS SPM delivers instant availability and universal access, at a very competitive price, with no upfront costs or commitments. CATS Portal, the perfect complement to CATS SPM, is the online meeting place and communications center that keeps your sales team humming at maximum efficiency. Available anywhere, anytime, from any device, it provides a secure, customizable portal for the rapid delivery and exchange of information critical to the success of your sales program.

Revenue leaders trust Mindtickle’s Sales Readiness Platform to identify and drive winning rep behaviors. Shorten ramp time with an amazing onboarding experience that enables reps to succeed. Develop personalized skills and capabilities based on each rep’s knowledge and skill gaps. Drive high adoption through engaging field communications, gamification, and mobile experiences. Impact measurable revenue outcomes like rep productivity, time to first deal, and win rates. Set the true north in sales performance through skill benchmarks every rep should work toward. Track skill gaps across the organization and build a culture of accountability. Motivate and engage teams for measurable revenue outcomes. Track and address skill gaps at the team and individual levels through coaching. Create better deal outcomes by reviewing call recordings and helping reps through early deal stages. Partner with enablement to create custom training and content based on each rep’s needs.

Outreach Commit (formerly Canopy) connects, analyzes, and actively monitors every data point across your revenue team. Ensuring that every revenue leader has the answers they need to drive predictable revenue growth. Streamline your forecasting process while monitoring and measuring variance to drive constant improvement. Drive productivity and results through individual assessments, improvement tracking, and notes. Answer key questions around trends, risks, and past performance through snapshot reporting for any period and any subset of data. Gain the visibility needed to confidently call your business while keeping your managers focused on what matters most. Reduce the manual analysis and focus on the bigger picture. Provide your teams with the answers they need in real-time. Identify the key opportunities for improvement and measure the ROI of every initiative you roll out. Stop playing from behind and proactively drive every sellers productivity and revenue attainment.

Track and Increase employees' and team performance via KPIs (Key Performance Indicators) and execute your strategies effectively via OKRs (Objectives and Key Results), Task, and Project Management. Engage and Motivate via our Reward System, weekly check-in, 1-on-1s, Learning Hub, and 360-degree Review. Convert your leads into sales via our CRM tool. Create forms for customers and employee surveys and data analytic. FlowyTeam offers more features such as: KPI: real-time performance tracking Task: execute via an effective action plan Projects: track the progress of your projects Reports: easily generate real-time reports Tickets: be solution-focused Forms & Surveys: for better data analytics ​Attendance & time-logs

Today’s sellers struggle with an overwhelming number of decisions and where to best allocate their resources. At the same time, sales managers battle to measure and improve overall sales effectiveness because existing CRM data lacks actionable insights. Scout by Miller Heiman Group overcomes these sales hurdles. By combining the methodologies covered in our sales training programs Strategic Selling® with perspective, Conceptual Selling® and Large Account Management ProcessSM (LAMP®) with powerful, analytics-driven sales technology, Scout increases the likelihood of winning sales, and helps sellers integrate Miller Heiman Group’s core methodologies into their selling activities. Improve adoption of core sales methodologies to positively impact team performance. Leverage mobile-first design for easy accessibility anywhere, anytime. Coach sellers in a scalable, more personalized way.

Sales organizations across the globe gain true value utilizing Goalplan's Platform Solution. Enjoy watching your organisation's performance in real time. Goalplan visualizes your business data and KPIs. Enabling you to track any type of data and getting the insights necessary to drive performance. Drive the company's performance by digitizing the management processes. Define and distribute targets. Manage sales budgets. Coach and communicate with the teams. And delegate necessary tasks. Improve engagement by sharing campaigns, broadcasting information and distributing sales competitions. Enabling your entire staff to learn, grow, get educated and well informed. The roll-out of Goalplan to our frontliners and sales management has been a game-changer for us. We have gained both speed and control that increases our productivity and saves us time. Time that we can spend on performing our sales activities instead.

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.

Cien’s Deal intelligence works by analyzing every deal attribute and the skill and behavioral rank of the rep working on it. After comparing millions of deals including your company’s past win-rate performance, we surface a true AI win rate probability in real-time. Reliably managing dozens of spreadsheets is better left to an advanced AI. Influenced by expert sales and marketing executives. Designed and implemented by data scientists. Trust by Fortune 500 companies. Your rigorous and impossibly precise sales and marketing analysis is finally here. Cien’s AI-first platform uses sophisticated AI and ML to gain a holistic understanding of your sales and marketing processes within 72 hours of CRM access, even if your data is not perfect. We take care of all the hard calculations to free up your time for analysis and action.

Sales Acceleration software can help you build sales, drive revenue acquisition and retention by giving you the tools you need to “work the account” by improving both your systems and your process. The longer you wait, the more time for different stakeholders to form political camps. You MUST move quickly to have the greatest chance of closing. Provides more control of deals through advanced account planning and opportunity management. You know what next steps to follow, who’s involved and key deal activities to be completed. Build sales by ensuring your deals are closed as quickly as possible. As a sales leader, you’re challenged with maximizing revenue production. To build sales, you must empower your teams to create more opportunities, increase win rates, and shorten sales cycles. As stakeholders begin responding, it’s important to strategize with your teammates around messaging and positioning.

Client-centric, cross-platform B2B sales tool runs on any mobile device (smartphone, tablet) or web browser. It enables sales representatives to plan, suggest, organize, make instant orders, and track personal and organizational goals. It speeds up and simplifies the entire order management process – from approving orders and customizing offers to various reporting and customization options. It is created to support both field sales reps and sales reps taking orders behind a desk. Advanced sales-route planning with built-in GPS acts as a personal assistant for every field sales rep. The algorithm suggests the fastest driving route in real-time and generates a monthly calendar with visiting frequency, visit duration, and route sustainability. Managers have complete oversight of all field sales activities.

Leverage near real-time reporting on pay and performance and AI to empower a consistent health check on your sales organization. From the outset see a clear, high-level snapshot of team performance. Leverage AI/ML-based indicators to help determine areas of concern. Xactly's Rep Attrition algorithm helps managers proactively stem attrition before it happens. Xactly Insights is the only SPM solution to offer real-time dynamic performance indicators based on real pay and performance data from a number of industries. Sales, sales operations, and finance teams can all leverage this data to make accurate and timely business decisions. Leverage AI/ML to predict sales rep attrition and proactively take measures to address before it happens. Compare plan design and performance against industry peers with advanced filter settings that allow customers to slice and dice sales and business data to configure advanced metrics and reports that support a wide array of sales performance business needs.

The TeamSalesAgent management platform provides a proactive set of user-friendly features and tools that allow for easy campaign set-up, management and optimization. Powerful enhanced business intelligence comes from user chat transcripts providing unparalleled insight into how users perceive your website. Rotate, test and optimize agent scripts. Potent tools help you create the most effective agent responses to help increase revenue. Provide your users customer support & create revenue on PCs, Tablets and Smartphones. Test several variables such as agent script deliver speed, user screen launch locations and fonts. Custom skins are created to match your site, carry your brand and messaging. Increase conversion and reduce shopping cart and lead form abandonment. Introduce users to new products and services through up-sells & cross-sells.

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales provides a customizable and intuitive order screen to improve customer conversations and allow up-selling and quick order entry enabling your reps to sell better in the field. Other features include store checks, content management & sharing, customer targeting, route planning, objectives, ranking & ranging, integrations, and reporting & analytics.

Transform how you interact with your data through the versatility of grids. Most organizations have multiple, siloed systems for capturing critical business information. This not only burdens IT teams with data integration tasks, but also gives stakeholders a fragmented view of the business, resulting in misaligned projections and planning. GridBuddy Cloud unifies data by connecting records from separate data sources into one editable report, making data analysis across systems possible. By using an easily implemented, no-code solution to integrate data from multiple business systems, you reduce strain on IT team resources, improve visibility into customer information, create alignment across teams, and develop strategy based on contextual data.

Xactly Incent is a robust sales performance management solution designed to help enterprises drive agent performance, take control, and embrace mobility. Xactly Incent comes with a powerful incentive compensation engine that supports businesses in adapting to changing market conditions. The software also offers simple reporting tools and dashboards that give real-time visibility into rep performance, analytics and modeling tools for evaluating incentive compensation programs, and Xactly Incent iOS and Android mobile apps for accessing information on the go.

To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.