Alternatives to Strategy Mapper
Compare Strategy Mapper alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Strategy Mapper in 2026. Compare features, ratings, user reviews, pricing, and more from Strategy Mapper competitors and alternatives in order to make an informed decision for your business.
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1
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 -
2
Conquer
Conquer
Conquer makes selling smarter by delivering intelligent sales insight, engagement, and automation. Conquer works from a single pane of glass inside Salesforce to connect your sellers with your economic buyers faster, with less effort, and better results. - Reach and close buyers faster by combining enterprise grade voice and omnichannel communications with smart follow-up cadences. - Gain visibility and drive rep efficiency without relying on rep data input through automated logging of all rep activities without application switching in a “single pane of glass” in Salesforce.com. - Close more revenue with less ramp up and training through guided selling with real-time delivery of competitive battlecards and objection responses. - Understand your revenue generation process at a deeper level with Conquer’s intelligent reporting correlating every rep action to closed-won opportunities. Ready to Conquer your day? -
3
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 -
4
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. -
5
Clari
Clari
A Revenue Operations Platform that accelerates revenue results. Automated CRM updates? Check. Time series analysis? Check. But Clari is much more than innovative features. By combining revenue intelligence with forecasting and execution insights, Clari solves your real problem—efficiently and predictably hitting your targets, quarter after quarter, year after year. Purpose-built to drive more predictable revenue, Clari’s Revenue Operations Platform takes previously untapped data—from email, CRM, call logs and beyond—and turns it into execution insights for your entire revenue team. Clari backs up human intuition with AI insights, so your team can forecast with newfound accuracy and foresight—using a consistent, automated process that flexes to manage every business in your company. Harvest valuable activity data from reps, prospects and customers so you always know what’s going on in your deals, your teams, and in your business. -
6
ClosePlan
ClosePlan
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.Starting Price: $10 per user per month -
7
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. -
8
Plan2Win
Plan2Win Software
With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel. It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet in your office or via mobile. Assuring salespeople know what to accomplish on a sales call makes everyone happier – the customer, the salesperson and the sales manager. It also makes you and your salespeople more successful. Our Pre Call Plan template extends SalesForce.com’s action planning; assuring your salespeople have clearly defined call objectives and outcomes before picking up the phone or spending time to visit a customer. -
9
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. -
10
Next Quarter
Next Quarter
The first Salesforce native platform that provides real-time revenue transparency, allowing you to close more deals, grow existing accounts, and significantly improve forecasting accuracy. With Next Quarter, no growth opportunity is missed, and money is not left on the table. Use AI to uncover new opportunities within your existing customers. Our revenue intelligence engine leverages sales and conversational data to create predictive insights to exceed your quotas and forecast with confidence. Leverage sales and operational data to create a single source of truth for revenue intelligence that drives profitability by providing real-time forecast accuracy. -
11
ARPEDIO
ARPEDIO
Based on thorough, yet easily manageable account assessments directly in Salesforce this tool ensures a unique management overview of performance across all key accounts, while equipping strategic account managers with the best working environment to manage the complex journey of long-term account development. The unique potential of ARPEDIO Account Management: - Native to Salesforce - Know your key account-health score and compare across accounts - If the account assessment reveals any shortcomings, ARPEDIO instantly provides concrete, actionable steps - Customizable to fit any terminology and methodology This specific tool is a part of our overall Account-Based Selling Platform offering tools for Relationship Mapping, White Space Analysis and Opportunity Planning as well.Starting Price: $25 USD/user/month -
12
OpPlan
Winning Sales Plan
Improve forecasting accuracy, achieve higher win rates, and reduce salesperson churn. “The” solution for your sales organization brings together CRM, benchmarking, analytics, competitive SWOT’s, sales strategies, action plans and much more! Effectively benchmark your opportunities and contacts with a simple scoring system. You will be able to quickly gauge the status of your opportunities, buying committee, sales team utilization, and win/loss ratio. Easily apply and maintain the strengths, weaknesses, opportunities, and threats (or SWOT) of your competition. Answer a series of questions around the current state of the opportunity and the appropriate strategy is revealed with coaching. Compile a list of actions with your prospects and get agreement on the steps to close the deal. Proven process to get deals unstuck and reveal interest level. -
13
Forecastable
Forecastable
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. -
14
Membrain
Membrain
Empower sales teams with the leading sales effectiveness platform, Membrain. Membrain offers tools that make it easy for sales teams working with complex B2B sales to execute their strategy, drive successful behaviors, and build a sustainable competitive advantage. Membrain also lets sales leaders tap numerous tools that enable them to identify the performance of each member and coach their team. Membrain is trusted by clients in over 60 countries.Starting Price: $65.00/year/user -
15
Holden Adaptive Platform
Holden International
The Holden Adaptive PlatformTM creates winning sales habits through behavioral metrics that drive change and added value for each seller. The better your team understands their accounts, the more possibility to expand opportunities and increase revenue. Our Account Planning Tool is cloud-based software that gives a top-down view of where the relationship is today, where gaps exist, and how to make growth happen. The tool provides a platform to define the monetary goals that sellers have for particular accounts. If goals are unknown or ambiguous, the software helps to clarify by assessing past performance, current fiscal goals, potential, and competition. Get the experience of applying our game-changing habits through online live deal simulations from your desktop or tablet. The Holden Adaptive PlatformTM creates winning sales habits through behavioral metrics that drive change and added value for each seller. -
16
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. -
17
Promomash
Promomash
Promomash is the industry’s most complete retail sales & marketing management solution. We help emerging brands organize their retail channel marketing efforts to win more sales with a suite of tools for effective planning, execution, and analysis of account planning activities. How do we do it? With software + services that elevate your retail marketing. Beautiful, easy-to-use software helps you handle staffing, training, planning, scheduling, executing, reporting & accounting. Our industry-leading client success team helps to transform your field events and activations from chaos to calm. Building a successful brand in stores begins with strategic organization of all the moving pieces – the logistics, the processes, and the people who make it all happen. If you don’t have a handle on any of these areas, you’re doomed before you start. Anyone can say your success is important – but we truly live it. Making our clients successful is at the heart of everything we do.Starting Price: $349 per month -
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ForecastEra
ForecastEra
Account planning tools analyze customer & market data to generate plans to build client revenue. Download your free account planning template. Looking for a fast, reliable way to develop plans for your strategic account clients? We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator. Looking for a fast, reliable way to develop plans for your strategic account clients? We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator. These account planning tools enable a strategic approach to finding the best solutions for strategic account clients and retaining them as customers. Drive collaboration across sales, finance, and operations. Automate revenue forecasting. Spend time making decisions, not hunting for information. Real-time scenario planning and what-if analysis. -
19
Cloud Coach
Cloud Coach International
Cloud Coach specializes in enterprise-class project, PSA & PPM software built for businesses that want to make strategic investments in their success. With Cloud Coach’s ‘Any Project Process’ and Salesforce ‘Lightning’ you can deliver projects of all shapes and sizes with dynamic tailored views specific to the type of project you are delivering. So when you need to bring the business together on a common tool, Cloud Coach & Salesforce is the serious choice. Make sales handoff a breeze by launching projects from your opportunities. Leverage templates to drive best practices through your company and keep your whole updated on progress by displaying your onboarding projects status back to your opportunity and account records: Turn opportunities into projects at any point in the sales cycle automate project creation using templates, share project progress on the account.Starting Price: $39 per user per month -
20
SWOTanalysis
SWOTanalysis
SWOT is the modern SWOT Analysis template & strategy platform helping over 70,000 teams to align on the right strategic goals. To perform a SWOT Analysis, look at your current strengths and weaknesses from all dimensions, such as from Sales, the Customer, Business Model, Brand, Innovation, etc. Next, look at your opportunities and threats as related to external factors such as Partnerships, New Technologies, New Laws, Economic Conditions, etc. Rank your items in order of importance and formulate a conclusion based on what you should do next as a result of your current situation. Define a purpose-driven mission and bold vision for your organization, team, project, or role. Next, analyze your current situation vs your team mission? Perform a SWOT Analysis. Next, your SWOT Analysis conclusion becomes your top 3-4 priorities you must focus on to advance your mission. Add these as your Plan objectives.Starting Price: $4.95 per month -
21
Demand Metric
Demand Metric
Our system was designed to engrain strategic processes into day-to-day operations and ensure your Playbooks don’t sit on a shelf (or on SharePoint) collecting dust. Demand Metric spent 15 years researching best practices for Product Management, Marketing, and Sales and built the world's most comprehensive library of 1,000+ Playbooks & Toolkits, Templates, Training Courses, Reports & How-To Guides to support our 200,000+ members and 8,000+ customers globally. More than a project management tool, a GrowthOS gives you a "Command Center" to run your department and provides full visibility across all your strategic projects and initiatives.Starting Price: $500 per month -
22
Quip
Salesforce
Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.Starting Price: $10/month -
23
CayenneApps SWOT Analysis
CayenneApps
Create the most comprehensive analysis of strengths, weaknesses, opportunities and threats. Build up your strategy, and turn the most promising ideas into workable plans. CayenneApps SWOT is used by our customers to validate their product ideas, assess their current business conditions, find new career opportunities and more. Get aid from SWOT SUMMARY and discover which features are more important than others. With the provided report you will instantly know how your Strengths influence your Opportunities, and where your weak spots are. With PROJECT SHARING you can share your analyses with anyone. Just invite a new person via email and start collaborating immediately. When you need to share your work with a broader audience, export your SWOT using PDF EXPORT. The final document will contain both your inputs and generated summary report.Starting Price: $7.99 per swot -
24
Katalyst
Katalyst
Katalyst is an AI sales agent that works your Salesforce pipeline, turning calls, emails, and signals into Salesforce updates, next steps, and account plans so enterprise sales reps close deals, not tabs. It surfaces timely signals, summarizes every touchpoint, and keeps every deal always up to date by capturing customer interactions across meetings, notes, emails, and calls, then updating the relevant deal fields in Salesforce. With always-updated pipeline data, teams can improve forecasting, pipeline analysis, and win/loss visibility without relying on manual CRM hygiene. Katalyst turns every interaction into action by using the company playbook, deal history, and deal context to suggest the right next step, then writes it back to Salesforce. It also deploys critical deal signals such as leadership moves, hiring, events, news, 10-Ks, and website activity, helping reps engage buyers at the right time and move opportunities forward with confidence. -
25
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 -
26
CPQLite
Solunus Technologies
CPQLite is a streamlined Configure, Price, Quote (CPQ) solution integrated within Salesforce, designed to enhance the sales process for companies with complex product offerings. Its key functionality includes: Product Configuration: Sales teams can efficiently customize products or services based on customer needs, ensuring all selections meet predefined business rules and technical constraints. Accurate Pricing: CPQLite automates the application of pricing rules, discount approvals, and volume-based pricing, ensuring consistency and profitability. Quote Generation: It enables the rapid creation of error-free quotes that can be easily shared with clients in customizable templates. Salesforce Integration: CPQLite seamlessly integrates with Salesforce objects like Opportunities, Accounts, and Products, making data management intuitive. Guided Selling: By using smart recommendations, CPQLite helps sales reps choose the best product configurations and pricing options.Starting Price: $25 USD/user/month -
27
PointForward
PointForward
Provide easy access to more dynamic sales training and help your teams quickly find the latest materials to enable effective sales conversations. Certify that your reps are applying and adapting their skills in real-world situations through video practice. Give your sales managers the structure and process to quickly, easily and effectively coach their teams. Source best practices to handle actual customer situations. Ensure knowledge transfer with video-based product demonstrations. Scale how product knowledge is deployed to your salesforce. Align your sales messaging with the stages of the buyer’s journey- Master the awareness and education phase of the sales process. Simple structure makes it easy to give coaching feedback. Video annotation for when more precise feedback is require. Define competency benchmarks and measure improvement. -
28
ASPEC SF
SalesWays
How does your sales team decide which opportunity to work on? And when they do, are they right? ASPEC does the grueling research and planning for them, constantly analyzing every opportunity in the Salesforce list so they don’t have to. ASPEC places an accurate intrinsic value on each one and updates it as the sales cycle progresses. It uses that value and the ASPEC computer model of the opportunity to set a priority, and then organizes the entire list so what’s most important is on top, every day, every time. ASPEC for Salesforce focuses your sales team on one goal – increasing your sales. The patented computer modeling and intelligent analysis of your opportunities uses a graphical and interactive interface to guide you along the way so nothing gets forgotten. The Expert function takes you by the hand and dives deeper into the opportunity, questioning everything to be sure you’ve got it right and are on-track to win. -
29
Accenture Cloud Retail Execution
Accenture Cloud
Increased global competition makes it more difficult for companies to succeed in today’s marketplace. These organizations are now looking to drive more meaningful interactions with customers, channels, shoppers, and consumers to positively impact sales numbers. Historically, consumer products companies have had an overabundance of solutions across their front office. Accenture and Salesforce seek to address this business challenge by establishing a single system of engagement for sales processes on a single platform that integrates Salesforce capabilities with Accenture’s extensive experience within the consumer goods space. Plan and develop winning promotional campaigns with an overview of trade investments, spending, and profitability with Accenture Cloud Trade Promotion Management. Empower your management and field sales teams to help deliver more targeted and compliant promotions with Accenture Cloud Retail Execution. -
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Accenture Cloud Trade Promotion Management
Salesforce AppExchange
Increased global competition makes it more difficult for companies to succeed in today’s marketplace. These organizations are now looking to drive more meaningful interactions with customers, channels, shoppers, and consumers to positively impact sales numbers. Historically, consumer products companies have had an overabundance of solutions across their front office. Accenture and Salesforce seek to address this business challenge by establishing a single system of engagement for sales processes on a single platform that integrates Salesforce capabilities with Accenture’s extensive experience within the consumer goods space. Plan and develop winning promotional campaigns with an overview of trade investments, spending, and profitability with Accenture Cloud Trade Promotion Management. Empower your management and field sales teams to help deliver more targeted and compliant promotions with Accenture Cloud Retail Execution.Starting Price: $120 per month -
31
Xvoyant
Xvoyant
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. -
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Align.ly
Align.ly
We craft simple, intuitive Salesforce applications to help B2B RevOps teams support sales and marketing with scalable, predictable growth. RevOps is all about doing more with less while keeping your tech stack simple and scalable. Align.ly's Salesforce apps help RevOps teams deliver on these goals. RevOps teams have to wear many hats and deliver on many mission-critical aspects of the business. As marketing generates high-quality leads, Align.ly lead-to-account can help match, route, and auto-convert those leads to ensure sales follow-up within minutes. Accurately match leads to accounts in real time to ensure proper ownership and quick sales follow-up of your leads. Instantly match and route Leads in real time to the proper account owner. Accurately measuring B2B marketing attribution is a difficult problem to solve. Accurately measure every touch from every contact in your customer's buying journey.Starting Price: $149 per month -
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Scratchpad
Scratchpad
Salesforce is a great database, but as a place to do your work it's slow to load, requires too many clicks and countless browser tabs. So you do your work in a spreadsheet, take sales notes and maintain to-do lists in separate apps, and block time on your calendar to copy and paste the info back into Salesforce. Is this really the best system? We say no! Scratchpad is the first workspace built for sales. We designed every feature and interaction with account executives in mind, which means speed. Scratchpad combines sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process adherence in one simple and intuitive workspace - connected to Salesforce to eliminate all those tabs and double work. With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.Starting Price: $19 per user per month -
34
Decisions on Demand
Decisions on Demand
Decisions on Demand helps sales and marketing operations teams implement Account-Based selling in Salesforce. Our AppExchange app automatically gets the right people assigned to the right leads, accounts, opportunities and other Salesforce objects, quickly and accurately. With an intuitive editor and management tools available in the Salesforce UI, a flexible and scalable rules engine and advanced Lead to Account Matching, Round Robin and Load Balancing capabilities, Decisions on Demand is built to handle the most complex assignment challenges. The app supports a wide range of Salesforce capabilities including Account and Opportunity Teams, Enterprise Territory Management, Communities (PRM) and Financial Services Cloud. Our flexible rules engine does more than just assignment, you can streamline business processes marketing and sales operations by eliminating a range of manual tasks.Starting Price: $20 per user per month -
35
IdeaFloat
IdeaFloat
IdeaFloat is an AI-powered business planning platform that streamlines the process of transforming business ideas into profitable ventures. It offers a suite of tools designed to assist entrepreneurs, business owners, and consultants in rapidly validating and articulating their concepts. Key features include a business summary generator for concise overviews, a business name generator with domain availability checks, and a market size assessment tool that evaluates potential sales value within seconds, eliminating weeks of research. The platform also provides customer profiling to delve into potential customer's pain points, a unique value proposition generator for crafting compelling taglines, and a SWOT analysis generator to evaluate internal strengths and weaknesses alongside external opportunities and threats. Additionally, IdeaFloat offers a competitor analysis generator, a pricing analyzer to optimize pricing strategies, and a startup cost analyzer for estimating expenses.Starting Price: $20 per month -
36
Nexis Dossier
LexisNexis
Gain deeper insights into key players in your industry with access to comprehensive data on companies and executives. Nexis® Dossier helps you quickly capture critical business intelligence. Identify your competitors’ strengths, weakness, opportunities and threats with built-in SWOT analyses. Quickly generate reports, so you can spend less time gathering insights and more time acting on them. Stay on top of what’s happening across your industry, including fast access to up-to-date information on M&A activity—from initial announcement to post-merger reconciliations. Access information on 75 million executives from one convenient platform. Easily generate a prospect list based on criteria you choose, including industry codes, sales revenue, number of employees and more. Whether you’re researching competitors or preparing a pitch for a prospective client, Nexis Dossier lets you create custom company reports with financial details, analysts’ insights, and other competitive insights. -
37
Docomotion
Docomotion
Meet the document generation app that provides a 5-star experience for everyone involved. Drastically improving both your business efficiency and your workday. Simplifying every aspect of the document generation process, from design to sign. Generate, automate and interact on one platform. No add-ons or multiple apps are needed. We put our customers' needs above all else, doing our best to resolve any request within hours. Forget about manually performing repetitive tasks, wasting precious time, and exposing yourself to human errors, inconsistencies, and lost documents. Focus on things that really matter, like engaging with your customers, creating sales opportunities, or extending your coffee break. Easily set up one-click actions to generate any type of document from any type of data, or use Salesforce’s inherent automation tools such as Process Builder and Visual Flow to intuitively integrate personalized documents into your business processes. Either way, you won’t need any programStarting Price: $10 per month -
38
Breadwinner
Breadwinner
The Salesforce and finance software integration solution to grow your business with. Breadwinner is the leading integration software between Salesforce and online accounting platforms including NetSuite, Xero, QuickBooks Online, and Payment Processors such as Stripe, Braintree, Square and more. Breadwinner enables Salesforce to become an ERP, with Accounts Receivable and Accounts Payable data in Salesforce, and creating a powerful two-way integration for financial data. Breadwinner allows companies to accelerate cash flow, reduce staffing costs, increase automation, improve productivity, and helps sales teams sell rather than waste valuable time on admin tasks. Breadwinner's mission is to provide a service that allows forward-thinking businesses to connect Salesforce to their finance software so they can work efficiently and gain a competitive edge. Our software is easy to install and configure, safe and reliable to use. -
39
trumpet
trumpet
Streamline your sales back and forth into centralized, personalized and trackable sales rooms. Eliminate the chaos of overflowing inboxes by embracing a vibrant space where every piece of your sales and customer success materials can be accessed through a single link. Share recordings of demos, collaborative action plans, documents, educational content, and beyond. Stand out from the competition by consolidating the entire sales process within one organized, customizable, and trackable workspace. We support you from outreach, to post-demo, to closing and onwards to onboarding and account management.Starting Price: £29 per user per month -
40
JET BI Advantage
JET BI
Advantage is developed to assist you in responding to market changes faster. It enables you to respond with your product’s unique benefits and strengths in comparison to your competition by the use of Opportunity, Account, or Product battle cards. Detailed view of competitors’ products in an easy to use “battle-card” on the Product details page. Identify the best selling strategy for each specific deal focusing on your advantages and using competitors products characteristics to stand out in a competitive situation. Maximize business processes efficiency by AI-powered segmentation of competitors, suppliers, customers; Capitalize market research efforts by establishing centralized market information management; Evaluate business efficiency and continuity in real-time by benchmarking against market leaders. -
41
Vivun
Vivun
Vivun Ava is an AI-powered sales teammate designed to help revenue teams sell faster and more effectively. It provides real-time technical answers, competitive insights, and strategic guidance during the sales process. Ava assists before, during, and after meetings by preparing account insights, supporting live conversations, and generating follow-up materials. By integrating with tools like Salesforce, Slack, and Zoom, it delivers context-aware recommendations directly within workflows. Ava helps sales teams handle objections confidently and move deals forward without delays. It also automates tasks like deal reviews and meeting summaries, saving time and increasing productivity. Overall, Vivun Ava enhances sales performance by combining AI intelligence with real-world sales expertise. -
42
SalesCred PRO
SalesFuel
SalesCred PRO is the revolutionary new AI-powered platform that builds credibility and accelerates the trust-building process for B2B salespeople. SalesCred PRO combines AI-generated and real-time data for insights into prospects and competitors. Features include: -Digital CredCheck™: AI-driven analysis of how your online presence reflects your expertise -Daily Opportunities Dashboard: Trend monitoring and social media engagement tools -Deep, Real-time Research: Quick, comprehensive pre-sales research and business intelligence reports -AI-powered CredWriter™: Generates insightful social, web and email content -Competitive Intelligence: Insights for strategic differentiation -CredCoach™: AI-powered virtual sales coach trained with hundreds of articles on consultative sales by SalesFuel and C. Lee Smith. The "Say It Better" feature helps you choose words with greater tact and professionalism. -CRM Integration: Integrates with Salesforce and leading CRM platformsStarting Price: $39/month -
43
Sales Sparrow
True Sparrow
You can seamlessly add notes directly in Salesforce and get AI-driven suggestions to create, and manage tasks and events. Start crafting notes instantly on your mobile. Based on your notes, our AI engine recommends you create tasks and events with a single tap. The home page intelligently prioritizes accounts requiring attention, while the streamlined account search ensures quick access. Every account page contains essential information to help you prepare for your upcoming calls. Sales Sparrow enables anyone to connect their Salesforce account and access their lead details, gather insights, and effortlessly add notes directly in Salesforce. It also provides AI-driven suggestions based on their notes for next steps, enabling them to create and manage tasks and events.Starting Price: Free -
44
IBSRE Property Management Accounting
Integrated Business Systems
As a boutique business technology solutions firm, IBS provides an intensely customer-focused experience centered on helping our clients keep their systems current and create competitive advantage. The IBS team understands that quality service is vital to fostering lasting partnerships, and that effective support depends on knowledge, problem solving skills and communication. From the initial stages of implementation to the ongoing support of long-term customers, IBS is committed to addressing every need in a timely, professional manner. Our customer care strategy centers on ensuring minimum downtime and maximum performance. Improve your property management, reduce tenant turnover, compete against bigger players, and increase NOI. Make how you manage your properties a competitive advantage. IBSRE Property Management Accounting is a dynamic, comprehensive lease management and accounting system, that allows you to quickly evaluate performance metrics such as occupancy. -
45
DocVaz
Cloudvaz
Enhance your document processes within Salesforce and automate linking documents to multiple objects. A simple click-and-configure utility to link your documents to multiple Salesforce objects. The configuration rules ensure that all processes follow the same rules when documents are uploaded to any Salesforce object. Organizations that use Salesforce to manage their business activities have many challenges in accessing the documents. When a document is attached to an object, it is linked only to that object. This is a standard feature of Salesforce. However, when the documents need to be available for other objects, there is no provision. This limitation becomes multi-fold for businesses that have a massive number of documents. DocVaz is an elegant solution to overcome these challenges and can scale up with the growth of the business. DocVaz addresses a wide variety of real-time business cases for accessing documents within Salesforce.Starting Price: $8 per month -
46
Billomat
Billomat
When it’s time to scale a business, many business owners decide to seek funding from investors. This means preparing an engaging, clear presentation on your business strategy, or what is often referred to as a pitch deck. A good pitch deck will help your investors understand why they should invest in your company, and how you expect to make a return on their investment. Below, you’ll find more detail about what’s in a pitch deck, and how to fine-tune it so it hits the perfect note with investors. Anyone planning to sail across the ocean would take a close look at both their ship and the weather forecast. When you’re planning a big business move, it’s important to take a look at both the structure of your business and the larger market you’re in—enter the SWOT analysis. SWOT stands for Strengths, Weaknesses, Opportunities, and Threats, and it’s a way of summarizing your biggest internal and external risks and advantages all on one page.Starting Price: €8 per user per month -
47
NotesAlly
NotesAlly
Use NotesAlly to update Salesforce, log sales calls, and create follow-up tasks in one go. Connect NotesAlly with Salesforce and enable your sales team to be more efficient. Focus more on selling and engaging more with prospects. Execute automated actions in Salesforce and operate at high productivity. AVIAN is your sales ally. You can associate reference points & battle cards with certain keywords and store them with AVIAN. Fill your Salesforce with automation. Use Notes and update multiple fields at once. Update opportunities in Salesforce without opening Salesforce. Do 1-click edits in your personalized dashboard. With NotesAlly's consolidated opportunities view, you could update opportunity stage and set closure date. The Sales Enablement App that saves up to 8 hours per week and automates action items on Salesforce. We aim to bring down the time taken to record and update information in sales CRMs to a few seconds.Starting Price: $20 per user per month -
48
Noted
Noted
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. -
49
Qloze
Qloze
Qloze helps individual contributors accelerate their account research and planning so they can spend more time selling. Qloze gathers intel such as your target account's core products and services, average user ratings from top review sites, and many more data points to help sellers confidently engage with their buyers. An unbiased AI engine gathers data and generates a SWOT analysis so you can competitively position your products and services to maximize your win percentage. Gain visibility into their competitive landscape so you can confidently have a conversation about their space and who your prospect’s competitors are. Successful sales reps understand that account planning strategy are essential to penetrate enterprise clients. Through careful research and a thorough understanding of customer needs, sales reps craft tailored approaches to penetrate and win accounts. They create and execute plans that align with customer goals and objectives.Starting Price: $25 per month -
50
iMetal
Jonas Metals
In the rapidly changing world of the metal service center, it is essential companies maintain a competitive advantage. As an industry-specific package, designed to fit its diverse and competitive user base, iMetal can provide this advantage by maximizing commercial opportunity while minimizing administrative and business costs. We offer our customers multi-language, multi-currency, multi-branch, multi-product, and multi-process functionality. These are installed in every type of metal manufacturing and distribution business. The products are highly scalable and can be efficiently and cost-effectively implemented and supported in businesses ranging from 5 to over 700+ users. Design is a big deal when in the age of user experience and technological advancement. To meet our user demands, iMetal software provides an excellent environment for metal service centers to enhance sales, manage inventory, visualize production processes, and provide efficient dispatch.