NotesAlly Alternatives

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.

ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.

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.

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

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

Kixie is the sales engagement platform that boosts sales team performance with reliable, easily-automated calling and texting for HubSpot, Salesforce, Zoho, Pipedrive, and other leading CRMs. Supercharge your CRM with Kixie to get an automated sales machine with intelligent autodialing, seamless CRM integration, and Enterprise phone service. Start making calls in 3 minutes with no hardware and a 100% free trial. No credit card needed. Enterprise outbound sales acceleration platform with a powerful 10-line power dialer, 2-way messaging, local presence, voicemail drops and more. Perfect for outbound call centers, inside sales, telemarketing, fundraising, and appointment scheduling businesses.

VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.

Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers – by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting – guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.

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.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Engage transforms the way your sales teams operate with the power of automation – Emails, Phone Calls, SMS and Social Touches. Generate more pipeline, close more deals. Save time by scheduling and automating follow-up email. Never let your potential customers slip through the cracks. Set reminders for managing your LinkedIn follow-ups. Identify your most engaging contacts with engagement insights. Manage all your potential customers with advanced contact manager. Integrated dialer with click to call from your browser - Coming soon! 2X your prospecting by automating repetitive tasks like follow up emails, phone calls and social touches. Capture your contact’s engagement like email opens, clicks and replies. One-click dialer to connect with your prospects from anywhere at the right time. Measure, Analzse and Optimize with insights and performance across your team leading to more closures. Deep integration with Gmail and CRMs – Salesforce, HubSpot, Pipedrive and Zoho.

ZoomInfo InboxAI (formerly Komiko) is the number one AI-based customer success solution for Salesforce. With ZoomInfo InboxAI, businesses can retain and expand accounts through strengthening customer relationships. As an email integration software, ZoomInfo InboxAI captures all emails, meetings, and relevant client information and analyzes opportunities to recommend playbooks. ZoomInfo InboxAI also accurately predicts potential churn so teams can act fast to turn deals around and close them. With InboxAI, you can sync your sales teams’ email inboxes directly to Salesforce. No more manual updates in Salesforce. Gain full visibility into engagement with Accounts & Opportunities. Achieve improved Pipeline Management. It’s a win-win.

Connect systems of engagement and customer data when it matters most to enable intelligent, contextual conversations. Make seamless customer experiences your standard. Tenfold gives service and sales reps the full context of each customer at every point of interaction — all in a single pane of glass. Our technology helps reps anticipate customer needs and take key actions to close more tickets and sales. Save reps time and hassle with our wide array of workflow automations. Tenfold automatically logs all your customer interactions and notes in your CRM. End manual dialing with our Click-to-Dial feature. Use a single interface to access features like script pop-up, seamless note taking, and more.

Keep your revenue operations running smoothly and your sales team operating at full strength - even when plans are constantly changing. Build your territories, continuously make updates in response to evolving market conditions, and seamlessly sync changes across all GTM systems, so your strategy is always aligned with execution. When you plan and execute in a single platform, you can optimize your strategy and resources in real-time. Boost sales productivity and drive more revenue. Focus more on scaling sales, not updating spreadsheets. With fullcast’s automation tools, you can quickly alleviate sales operation backlogs and focus on building customer relationships. Fullcast ensures that Salesforce is actively aligned with your go-to-market plan by easily automating policy enforcement and task execution--no custom coding or additional IT resources needed.

OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat

Through machine learning and automation, the N2Hive is an AI-driven sales enablement and revenue operations platform that gives B2B/C organizations greater control of their sales, marketing, and customer acquisition teams. Harvest and analyze a 360-degree view of every customer and every deal, every day. The N2Hive’s modular framework allows businesses to customize each aspect of the platform to fit your exact needs. No more wasted features and spending on a tool that does only 20% of what your business needs. Forget sticky notes and spreadsheets. Make better decisions with a tool that does everything your business needs to be connected, efficient, and predictable.

Put your business data to work with Introhive’s revenue acceleration platform. No matter what your data struggles are, trust Introhive to do the job. Introhive transforms your messy data into real insights and opportunities, delivered directly to your revenue teams when and where they need them. Automate CRM data entry and spend more time growing your business. Cleanse customer and prospect data on demand to fuel revenue growth. Reveal new sales opportunities across your existing business relationships. Guide data driven decisions to shorten sales cycles and increase win rates. Enable your management team with the data and insights they need to lead, coach, maximize employee productivity, and drive predictable revenue. Maximize campaign performance with a finely tuned marketing database of 5-10X more contacts that are fully enriched and maintained in real-time.

Gain offline mobile access to Salesforce to enhance the customer experience. Integrate CT Mobile with the CT family of products to boost sales and improve the efficiency of your field teams. CT Mobile is purpose-built to improve sales cycle performance and help you prioritize customer success. Available online or offline, CT Mobile increases field team efficiency with AI integrations tailored specifically to your customers. Maintain access to the data in your Salesforce System whether you’re in or out of the network. Get the information you need to keep appointments on track, grant access to account, contact, contract, and special request data, and manage it all with just one click. Empower your field sales team by using additional functions on CT Mobile to automate and accelerate everyday activities. Increase sales efficiency and effectiveness by creating modules for presentations, retail execution, order management, and much more.

Crescendo is a mobile sales enablement and presentation tool tailored for marketing, sales field teams and everyone else who require reliable access to updated content on their mobile device, online and offline. Crescendo directly accesses content on Sharepoint, Google Drive, Salesforce.com, Box.com or OneDrive, so you never migrate documents outside of these proven security-approved platforms. Stunning visual customization can easily be done by anyone without a tech background. Crescendo turns files and folders into a branded, elegant presentation resource for iPad, iPhone or any Web device. Your teams of 10 to 500 can get started within minutes.

Reduce wasted opportunities by executing the right activity with the right people. From buyer signals to sales cadences, automated tools can help you close deals. Get the missing features for Gmail or Outlook. Cirrus Insight has everything you need in one solution. Salesforce integration: everything you need from Salesforce in your inbox. Add a little automation to your sales routine, and skip the busy work involved in manually logging activities to Salesforce. Constantly entering data, copying and pasting, and toggling between applications is cumbersome. Reclaim time for actions that provide value, not busy work. Updating your CRM can be like a ball and chain shackling your time and adding drag to your sales process. Cirrus Insight gives you the freedom and time you need to master your sales process and engage with more customers. Updating activities in Salesforce is time-consuming. Following up with prospects that are not ready to buy.

There are many dialer technologies out there, but they all have one thing in common. They just make one call at a time. Sure, they speed up the dialing process, but it’s really gatekeepers, wrong numbers, voicemail, and automated switchboards that waste your rep's time. As much as 65% of their selling time is wasted and auto-dialers can't help. Our agent-assisted solution dials about 300 contacts/hour, navigates phone menus and gatekeepers, can leave recorded voicemails, and also flags bad numbers or obsolete prospect data. When a prospect answers, VoiceReach™ technology instantly transfers the call to your rep with no annoying delay, and the prospect's information immediately displays on your rep's screen allowing a much richer customer conversation to guide the call. 2-way integration instantly synchs Voicereach with Salesforce™, automatically updating your rep's VoiceReach™ call notes to eliminate manual entry and ensure that valuable marketing data is not lost.

Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.

SAP Sales Cloud. Understand your customers, improve sales engagement, and build relationships that last. Deliver exceptional sales experiences Increase revenue and foster advocacy by supporting customer-centric sales engagements with a 360-degree view of every customer and interaction. Let your sales organization spend more time building relationships and engaging with customers. With the SAP Sales Cloud solution, you can streamline and automate critical selling processes and empower sellers with intelligent recommendations. Cloud deployment. Unified view of every customer. Seamless offline and online mobile experience. Intelligent recommendations, insights, and analytics. Key Benefits. Sales process automation. Increase win rates. Boost sales effectiveness with AI recommendations tailored to each opportunity and intelligent automation of labor-intensive tasks, such as interaction capture. Sell anytime, anywhere. Engage customers strategically and make every interaction

Mindmatrix is not only a premier software platform, but a group of diverse, customer-oriented people who share a common goal to help you sell well, and have been doing so for the past 21 years. Mindmatrix is the only provider in the market that offers a single platform for end-to-end enablement of direct sales and partners. Experience the most comprehensive, end-to-end, direct and channel enablement platform in the industry. Mindmatrix offers the most comprehensive sales enablement solution in the industry that includes sales automation, sales asset management and marketing automation. Watch your sales revenues skyrocket as your salespeople close more deals, faster. A great sales onboarding program can help your business increase its sales revenue, cut turnaround time and support your salespeople as they work to meet their sales goals on time. Mindmatrix makes sales onboarding easy by bringing the essentials of a great onboarding program together.

Comprehensive dashboards and evaluations enable you to immediately record all goods movements and inventories at all levels and details of your sales channels. Recognize opportunities and risks at a glance and develop well-founded strategies based on facts. The partners are the focus of all channel activities. Depending on the sales structure and portfolio of the manufacturer, distributors, retailers, retailers, specialist dealers and system houses must be looked after equally and yet individually. Develop and maintain strong partner relationships and always stay on top of things. As a central communication platform, the partner portal ensures high partner loyalty and additional sales through needs-based content and campaigns. Develop and promote your partners through precise interactions and automate complex processes.

Take calendar and inbox integration to the next level with SmartCloud Connect for Salesforce. A highly customizable, all-in-one solution for modern sales teams, SmartCloud Connect brings Salesforce right to your inbox so you can make document management flow more easily. With SmartCloud Connect, sales reps and managers, sales operations, and service professionals can get a 360 degree view of their clients right from their inbox, sync their emails, calendar, and contact to any custom object, know what happens with your email after sending, and so much more. SmartCloud Connect supports Office365, Outlook, Gmail, Mac, iOS.

Inzant Sales is a mobile sales platform that enables wholesalers. From sales reps being able to present stock, place orders, manage their CRM, map out clients geographically (and more) all within an iPad app, through to comprehensive online ecommerce options, Inzant Sales has got you covered. Headquartered in NSW (Australia), the Inzant team work closely with their clients when implementing the platform to ensure an easy setup & smooth rollout. The platform can be integrated with all major accounting and ERP software, which streamlines their users’ entire sales process. Reps can present your entire product range at the touch of a button, while the integration between the platform and your back-office programs saves management time and minimises paperwork. Automating the tedious aspects of the wholesale sales process enables you to focus on what's going to drive your business forward, rather than being mired in reporting and paperwork.

Automation apps for Salesforce. Ortoo’s powerful workforce automation apps, which are 100% native to Salesforce, are transforming Sales and Service organizations around the world into high performance teams. Increase throughput, conversion rates, sales revenues and CSAT – whilst also cutting overheads. Try them for free. Ortoo enables large and fast-growing Salesforce organizations to build high performance teams. Our powerful workforce automation apps, which are 100% native to Salesforce, are helping teams to increase productivity and performance by creating, updating and distributing work-items – such as leads and cases – more efficiently and more effectively than ever before. Automatically create and update leads or opportunities from inbound emails. Store, view, format and send emails from Salesforce. Email to Case on steroids! Create and update Cases automatically. Or create custom cases or support requests using a custom object.

Koncert is a B2B Sales Engagement platform with over 12 years focusing on B2B sales dialer technology innovation. Koncert’s power dialer platforms leverage AI to enable more conversations and pipeline. The sales activity of manually dialing each prospect is now super charged through automation to connect you with live prospects and scale up to 10 times your conversations with your prospects. Koncert sales dialers will enable more meetings, build pipelines and insights for coaching and training your sales team. Koncert provides four dialer options aligned to different sales workflows: Multi-line AI Parallel Dialer, Single-line AI Flow Dialer, Agent-Assisted Dialer, and a Click-to-Call Dialer seamlessly integrating into leading CRMs. Koncert dialers help sales teams skyrocket conversations for more pipeline while optimizing productivity. Koncert ‘s AI auto dialer and cadence platform are the B2B sales tools you need to power up more conversations and pipeline.

The only way to get to that 62% win rate in green is by getting the information into the system. We solve that by pulling the information automatically from your notes every 30 seconds and prompting them for feedback. The difference between that 20% close rate and the 62% close rate in green is your coaching. We fix that through notifications when opportunities enter the pipe, organizing the information into your framework, and making coaching as easy as filling in the blanks. 90% of sales opportunity information lives outside of CRM. Noted gets it into Salesforce by helping reps make updates directly from meeting transcripts, typed, handwritten, and spoken notes. No more late-stage coaching – you are going to start the review when the opportunity enters the pipeline. Noted connects the managers, rep, and CRM to create a feedback loop for coaching, information capture, and review to improve the win rates of every rep.

Use real time engagement to increase revenue. Timing has never been more important for your sales team. Create automated flows or send instant actions in under 60 Seconds. Your team will spend less time and energy on manual tasks and more time on responding to real prospects. Allow your sales and marketing team to create amazing experiences for your leads to help increase engagement by as much as 50%. We make it easy to search and manage your leads. You can search your active leads, and also search for new leads in our lead database. Looking for an amazing outreach automation tool? Cliently goes beyond email with both electronic and physical engagement options. Build your playbooks to match your process, add task reminders, call reminders, a reminder to engage on LinkedIn and more. Never miss a step to close the deal. Once your contacts are added to a flow, all emails will be visible in the Cliently lead card, making it easy to work from one place.

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.

Spinify is #1 in Sales Gamification! Tired of whiteboards in your office that are almost always out of date? Got TVs in your office but wish you could use them for sales gamification? Spinify has designed 1000s of layouts allowing to make beautiful competitions and leaderboards within minutes. Creating friendly competitions that drives activities and outcomes overnight. Best of all celebrate when players hit their goals with engaging YouTube music videos. Work has never been so much fun to succeed. Free trial, super easy to setup. All major CRMs including salesforce, google sheets, excel all supported. Ready to gamify your office today? We are here to help!

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.

With a single user interface for tasks, appointments, opportunities, and more, there’s no guessing what to do, or when. Sales cadences provide structure for consistent engagement, whether it be outbound prospecting, quarterly customer touchpoints, or anything in between. Plus, save your sales reps critical time with repeatable cadences, automated and bulk email options, email templates, and more. Salesforce and Salesvue data work together in one platform to provide insights about follow-up timeliness, consistency of engagement, key drivers of success, and conversion rates across the entire sales cycle. With all Salesforce data and the playbook for their day in one place, sales reps can cut down on administrative task time and get into more conversations that result in closing more deals.

Struggling to meet ambitious sales targets? Numerik is the roadmap and rocket fuel that drives teams to smash through goals. We consolidate all sales capabilities so your reps have the data-driven insights and real-time visibility needed to excel in one intuitive mobile platform. By syncing live with your CRM, Numerik offers an engaging way to capture customer interactions while delivering up-to-the-second metrics and forecasts to inform strategic decisions. With in-the-moment coaching, your sellers are set up for peak performance. By eliminating manual reporting and streamlining workflows in an experience designed specifically for field sales needs, Numerik allows you to focus teams on selling rather than jumping between platforms. Target standout opportunities, adjust strategy on the fly, and ensure no revenue potential goes unseen. For sales leaders seeking to operationalize growth through empowered teams, Numerik is the solution.

Klenty is a sales engagement platform that can help sales teams reach out to prospects by sending personalized emails and automated follow-ups at scale. Using Klenty, you can automate all the repetitive activities involved in your sales process like sending cold emails, follow-ups, tracking engagement metrics, etc - so that you can focus more on activities like building relationships and closing deals. Klenty has native integration with many of the popular CRM's like Pipedrive, Salesforce, Zoho, Hubspot, etc. that will help your teams automate the entire sales workflow and save your team hours every week.

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.

#1 Custom CRM Software for Businesses. Boost your Growth by Automating Sales, Marketing and Service. Sales force automation tools to track, monitor and manage pipeline. Close more customers efficiently. Marketing automation platform for converting leads to sales with campaigns, email and more. Customer service platform for ticket management with SLA's across assets and service classes. Automate sales and lease of real estate assets intelligently with site visits, reservations bookings and possession. Reduce cost & equipment downtime while increasing team productivity with enterprise facilities & asset management. Dealership Management System (DMS) for simplified automotive inventory, marketing, sales and service management. Automate asset lifecycle across procurement, inventory tracking, transfers, maintenance and retirement of assets. Manage customers effectively with smart analytics for profiling, loyalty, trend analysis and order fulfillment.

Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.

Exceed.ai helps marketers boost their SQL conversion rates through the roof – and here is how: Our AI-assistant works alongside your team and engages with every incoming lead, attends to every inquiry and qualifies your leads at scale, in real-time with a personalized human-like, two-way conversations over Email, Website Chat, and SMS. When qualified leads are ready to talk to a human, the AI assistant automatically loops in sales and books a meeting directly on your rep’s calendar. Exceed integrates with your CRM and automatically updates your marketing automation platform with the latest lead status when leads are qualified, change jobs, leave the company, not the right person, or ask to be contacted at a later time. Companies such as LTSE, SugarCRM, Hearst, Monday.com are exceeding their goals using Exceed.ai.

If you have 100+ marketing leads per month, you can increase your sales with Kronologic - the worlds first Virtual SDR technology and calendar-first sales engagement platform. Our AI-driven tech engages leads in seconds on your reps behalf and schedules them in the calendar. Use Kronologic for - Demo Requests and Chatbot leads - Webinar and Virtual Event leads - Cross-sell, upsell, and Freemium conversion leads - ABM leads, SalesLoft, and Outreach leads. Seize opportunities and schedule conversations while revenue teams focus on what they do best: building relationships. Maximize that investment you've made in generating leads. Get more at-bats, freeing your sales team from the burden of calendaring. Ensure your customers get the 1x1 attention they need. Easily view and manage your entire organization, a team, or a single user from one convenient location. Full visibility for leaders, zero work for front-line reps.

Reply.io is an AI-driven sales engagement platform that automates cold outreach through unlimited mailboxes, converts website traffic into booked meetings with AI Chat, and empowers your team to streamline the entire sales process with AI SDRs—from building verified lead lists to crafting personalized sequences and responses. Trusted by over 3,000 businesses and recognized as one of the Top 50 Sales Products for 2024 by G2, Reply offers: - Cold Outreach Tools: Engage prospects through emails, LinkedIn, WhatsApp, SMS, calls, and more. - AI SDR Agents: Automate outreach to book more meetings. - Reply AI Chat: Capture website visitors and convert them into leads with AI-driven chat and video avatars. - Email Deliverability Suite: Maintain high deliverability rates with email health features and Mailtoaster.ai. - Agency Growth Hub: Tailored solutions for sales and lead generation agencies, including custom integrations, an agency dashboard, and a sales experts marketplace.

Our Sales Force Automation enables pharmaceutical companies in being ahead of the changing market dynamics. It is a robust way to effectively pursue and achieve its business objectives. The key competencies of field force can be assessed for better performance. Our SFE allows the Sales team to target, prioritise, assess physician needs and develop solutions around those needs. Our analysis transforms the filed force into a customer-focused field organisation. Reporting made simple and on-the-go for the field force to spend more time on promoting the product. SANeFORCE.com provides SFE Product accessible through Web and Mobile. Field Fore can submit their Tour Plan, Daily Activity, Internal Email, RCPA Analysis to the corporate office Through Mobile App Itself. This is to make the field force more effective and quality time with Customer and instant information about the business.

Our software improves deliverability & automates follow-ups so you get more replies with less effort. Create manually, use the contact form or import bulk prospects using CSV or Google Drive spreadsheets. Maximize your workflow by automatically importing your Google Drive spreadsheet whenever it is changed. Maximize your open & reply rate by making every email stand out with personalization. Create your own attributes/merge tag. Add variations with A/B Testing and dynamic text to improve deliverability and improve your reply rate. Wake up each day to find new leads, directly in your inbox, by building a predictable pipeline. We take prospects who replied automatically out of the campaign and reach out again later when they are out of the office. Spam filters are getting smarter each year. Our solution monitors and maintains the health of your inbox with our advanced auto-warmer technology so your emails have a greater chance to land in your recipient’s inbox.

With StitchView, you’ll instantly see context – relevant customer information across all your apps in one workspace view. Access to more applications and data shouldn’t slow you down. Eliminate the redundancy in the searching, input, and sharing of data across multiple applications. Load and sync information across your entire view. Assemble and save optimized workspace views with groups of apps in a layout suited for a one-screen-glance workflow. Easily search and launch specific apps, views, and data all from one place. Save significant time by reducing redundant search across multiple applications. Managers can create and distribute custom workflows and app views to their team to foster better process and deliver consistent results. Trigger a series of predefined workflow actions to automate the visibility of contextually-relevant customer data and take real-time action. Drag and drop data from one app to another to selectively share context.

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. Accelerate account and relationship knowledge transfer between teams.

Dooly is the fastest way to update Salesforce, take sales notes, and easily manage all your deals so nothing slips through the cracks. Spend more time with your customers and less time organizing and logging your notes. Take notes and Dooly syncs everything to Salesforce for you. Save hours of Salesforce hassle with 1-click edits you can make from one easy dashboard. Always know what to say on your calls. Close more deals with talking points, content, and battlecards that pop live in your notes from what gets said. Add Salesforce fields directly to your notes and update them like text. Put your admin on autopilot. Your notes, fields, activities (and more) all sync to Salesforce in real-time. Sell faster with templates you can add Salesforce fields to and share with your team. Dooly identifies new contacts for you and can add them to Salesforce in 1-click.Pick up where you left off and see your next steps with full notes history for every deal.

ASPEC is the Getting Things Done of sales. Put all opportunities into ASPEC as you find them. ASPEC creates the sales specific cycle and sets the three fundamental skill phases.ASPEC values each opportunity by calculating the probability of winning. A unique and simple algorithm based on success of a win and the risks involved in the sales not going to completion. Accurate, consistent, and minimal user input. Using the probability of winning and the the time left to complete the sale, ASPEC automatically prioritizes every opportunity in your pipeline and keeps it up-to-date in real-time. Now you can confidently “work” the ASPEC prioritized list, knowing that you are not wasting time on bad deals, or working sure bets too early. ASPEC Expert Analysis checks the salesperson’s understanding and activity based on the specific environment for every opportunity and offers coaching and guidance on the best strategies to use.