Alternatives to Symbe

Compare Symbe alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Symbe in 2026. Compare features, ratings, user reviews, pricing, and more from Symbe competitors and alternatives in order to make an informed decision for your business.

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    DemandFarm

    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
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    People.ai

    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
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    Gong

    Gong

    Gong.io

    Gong is a leading revenue intelligence platform designed to help businesses drive predictable growth by capturing every customer interaction and turning these insights into actionable decisions. With features like Gong Forecast, Gong Engage, and Gong AI, the platform empowers teams to optimize their sales process, improve forecast accuracy, and enhance customer engagement. It integrates seamlessly with your existing tech stack, providing real-time data and analysis to fuel better decision-making across revenue teams. Gong helps organizations achieve better pipeline management and improve conversion rates with AI-powered insights.
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    Value Viewpoint

    Value Viewpoint

    Value Viewpoint

    Value Viewpoint is a value‑centric engagement platform that automates business case generation, ROI storytelling, and benchmark‑driven outreach across the entire sales cycle. Sales reps can instantly produce personalized, one‑page executive reports tailored to prospect pain points, boosting response rates by up to 400% and shortening sales cycles by an average of 60%, then seamlessly convert these mini‑cases into full collaborative value assessments with customers. Through a simple three‑step workflow of data ingestion, AI‑powered ROI modeling, and executive report creation, the platform supports industry research, benchmark analysis, financial modeling, hypothesis‑driven discovery, business process management, and graphic‑rich report design within a single interface. Six core capabilities accelerate conversion, build trust with data‑driven insights, increase deal sizes by illustrating alternative solution costs, and differentiate offerings via unique value propositions.
    Starting Price: $199 per month
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    Shark Finesse

    Shark Finesse

    Shark Finesse

    Shark Finesse is an AI‑powered value engagement platform that standardizes and simplifies the creation, management, and delivery of customer‑focused business cases across the entire sales cycle. Its flagship SharkSense AI engine automates the groundwork of value engineering by mapping relationships between your solution offerings and desired customer outcomes, then guiding collaborative sessions that bring clarity and speed to business case development. Delivered as an enterprise‑grade cloud application with a simple, intuitive web interface, Shark supports marketing, pre‑sales, sales, and customer success teams in real time, on desktop, tablet, or phone, even offline, so customer conversations stay focused on measurable ROI rather than spreadsheets. The platform indexes your product catalogs, financial calculators, and industry templates, offers a built‑in library of benefit frameworks, and generates outputs compatible with Microsoft Office, Google Workspace, and OpenOffice.
    Starting Price: $3,287.47 per year
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    Xfactor.io

    Xfactor.io

    Xfactor.io

    Xfactor.io GrowthAI is a unified go‑to‑market operating system built on sophisticated, interconnected growth models that solve unpredictable revenue performance by identifying, preventing, mitigating, and resolving inhibitors of growth. It comprises two core modules that empower sales reps to automate value assessments, proposal creation, and alignment of conversations to measurable business impact at scale; and a single source of truth for accurate revenue projections, planning, and corrective actions. Across revenue predictability, sales performance, and growth optimization, the platform delivers daily visibility into the revenue cycle, root‑cause diagnosis of data quality issues, predictive analytics that assess target achievability and risks, AI‑driven segmentation to define ideal customer profiles, automated planning scenario simulations, and dynamic resource allocation to capitalize on high‑performance areas.
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    Ibbaka

    Ibbaka

    Ibbaka

    Ibbaka is a Customer Value Management platform that empowers B2B SaaS teams to win bigger deals, retain more customers, and set prices that reflect true product impact. At its core lies the Value Model Generation Agent, which uses AI to build and validate a bespoke value model from customer interviews, existing data, and synthetic benchmarks. Working in tandem with pricing agents and expert guidance, this value model becomes the single source of truth for experimentation and optimization of pricing strategies. From there, Ibbaka unifies value and pricing data into dynamic dashboards and narrative‑driven “value stories” that sales teams use to demonstrate quantifiable ROI to prospects, while customer success teams leverage defensible, outcome‑focused dashboards to reduce churn and boost renewal rates. Deployed as a scalable, data‑backed solution, Ibbaka ensures every conversation is grounded in evidence, every price point reflects customer value, and every renewal is a no‑brainer.
    Starting Price: $4,900 per year
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    Spotlight.ai

    Spotlight.ai

    Spotlight.ai

    Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address.
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    Zebrafi

    Zebrafi

    Zebrafi

    Give your sales team and prospects the benefit of a guided selling journey. Each Zebra module is part of an overall strategy to guide your team to the prospects and customers where your solution delivers the most value. Zebra Scoring is a unique way to qualify opportunities upfront and throughout the sales cycle. Are requests for resources such as solution and demonstration experts, access to R&D, sales and executive management based on a measurable prioritization process? Do your VoC's organize and quantify all the ways your solution creates value? Guided selling helps every rep understand and talk to strategic deals as if they had closed them. How often are you using a business case? Does it include total cost of ownership and ROI based on your VOC's? Build a collaborative business case directly with prospects in Zebra. Sellers and buyers are guided through the production of a mutually agreed upon business case.
    Starting Price: $2500/month
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    Fluint

    Fluint

    Fluint

    Fluint is an AI‑powered deal acceleration platform that prevents mid‑funnel stalls by generating tailored, account‑based documents—business cases, executive summaries, mutual action plans, post‑demo emails, and MEDDICC notes—in under 60 seconds, all voiced in each customer’s language. It offers a library of proven frameworks or custom uploads and consolidates call transcripts, meeting notes, and CRM data to craft context‑rich content, automatically highlights discovery gaps, updates living documents with new insights, and provides a collaborative deal room for champions via shareable, branded workspaces. Sellers can multithread engagements, maintain institutional knowledge, and refine messaging with redlining and version control, while RevOps and leaders gain real‑time visibility into deal health and execution consistency. Loved by over 500 companies and credited with more than $250 million in closed‑won revenue, Fluint integrates easily without a heavy setup.
    Starting Price: $70 per month
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    Cuvama

    Cuvama

    Cuvama

    Cuvama is a customer value discovery and value selling platform that helps B2B teams shift from pitching products to selling measurable business outcomes. It codifies your unique value proposition into a dynamic, expert-guided framework, then equips every seller to run real‑time, collaborative discovery sessions that link individual customer challenges directly to quantifiable impact. Through interactive, customer‑facing business cases, teams can co‑author ROI models, adjust assumptions on the fly, and embed value discussions throughout the sales cycle. Unlike static guides or standalone calculators, Cuvama operates in live conversations, offering contextual prompts, automated linking of pain points to benefits, and seamless handoffs to customer success to reinforce delivered value. Built around five core steps, it captures institutional knowledge, surfaces best practices, and continuously refines messaging based on deal outcomes.
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    LeveragePoint

    LeveragePoint

    LeveragePoint Innovations

    Optimize go-to-market impact by incorporating customer value throughout the new product launch process. Build interactive Value Models that quantify the customer value of your product offerings. Grow your sales velocity by using digital Value Stories throughout the B2B sales cycle. Quantify and communicate the impact of your solution in the account management life-cycle. LeveragePoint is a cloud platform that aligns product, pricing, marketing, and sales teams around value by collaborating on interactive, digital Value Propositions. By clearly communicating the quantified value of their offering from the very first meeting, B2B sales teams can realize higher profits, improve their win rates, and reduce sales cycles for new and existing products. Give reps confidence in talking the customer’s language by addressing relevant business like issues, showing financial results, and accessing the best content for the customer.
    Starting Price: $38 per user per month
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    Qarar

    Qarar

    Qarar

    Qarar is an AI‑enabled business case management platform that lets teams collaboratively build CFO‑ready business cases in minutes using customizable templates, defined assumptions, and a spreadsheet‑free interface. It automates ROI and cost‑benefit modeling, provides guided frameworks for value propositions, and enables real‑time comparison and review of multiple scenarios. Designed to centralize all business case workflows, Qarar indexes assumptions, financial inputs, and narrative justifications to maintain consistency across proposals and preserves institutional knowledge as team members rotate. With built‑in sales enablement features, it streamlines the creation of polished, investor‑grade documents—complete with charts, executive summaries, and stakeholder‑specific analyses- and offers version control and portfolio management tools for the office of the CFO to track, compare, and approve cases at scale.
    Starting Price: $999 per month
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    Prezentor

    Prezentor

    Prezentor

    Prezentor users have improved their sales dialogue and buyer engagement by high margins. Prezentor users increase their immediate sales in meetings. Prezentor users have happier customers that stay with them longer. Listen to why sales and marketing organizations all over the world choose to transform their sales with Prezentor. Individuals or teams that want to align and streamline content and work with a more personalized and engaging sales dialogue. Work with shareable centralized content. Guided personalized selling experiences with usage and buying intent insight. Work fully integrated with engaging and guided personalized sales processes with full advantage of usage & buying insights. Prezentor’s Sales Playbook transforms all your sales documents into interactive, value-selling presentations! We also get your content management platform set up so your sales team can hit the ground running.
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    The ROI Shop

    The ROI Shop

    The ROI Shop

    The ROI Shop provides an intuitive, interactive value‑selling application designed to help sales teams replace outdated spreadsheets with engaging calculators that clearly communicate the tangible business impact of their offerings. Through a guided, step‑by‑step interface, reps can build compelling business cases in seconds, leveraging customizable layouts and industry‑specific templates to fit sectors such as B2B SaaS, sales enablement, HR/HCM, fintech, manufacturing, and healthcare. Its dynamic calculators address common challenges while promoting outcomes‑focused conversations that increase win rates, enhance seller confidence, qualify genuine opportunities, and differentiate from competitors. Sellers captivate buyers by embedding videos, highlighting key quotes, adding hyperlinks to supporting content, and inserting discovery questions directly into presentations.
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    Evalinator

    Evalinator

    Evalinator

    Create systematic growth and trusted relationships using consultative sales methodologies. You and your clients can assess the current state across one or more dimensions, execute collaboratively towards the desired vision, and quantifiably demonstrate the value realized over time. Ideal for coaches, consultants, marketing, account managers, and sales. One of the biggest barriers to securing buy-in is a vision of what improvements must be made. Evalinator’s benchmarking and analysis tools enable you to align interested stakeholders to a common understanding. That drives meaningful conversations. Whether it’s your own account planning or a client that you are working with, you need a collaborative action plan that stems directly from the desired vision. Evalinator’s goal setting and tracking makes progress enjoyable and purpose driven.
    Starting Price: $6.95 per month
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    ValueCore

    ValueCore

    ValueCore

    ValueCore is an AI-powered platform designed to help sales and marketing teams communicate their product’s ROI clearly and compellingly. It transforms static spreadsheets and content into interactive, visually engaging apps that guide discovery, quantify impact, and help close deals faster. By aligning sales methodology with data-driven storytelling, ValueCore enables reps to confidently defend pricing and accelerate revenue growth. The platform supports teams across sales, marketing, and customer success by standardizing value messaging and providing analytics on where value efforts succeed or need improvement. With a focus on dynamic, persona-based ROI tools, ValueCore helps teams show up as trusted strategic partners rather than just vendors. Easy to implement and backed by best practices, the platform turns value selling into a competitive advantage.
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    Poggio

    Poggio

    Poggio Labs

    Poggio is an AI-powered platform designed to provide tailored, executive-level points of view (POVs) for every account, enabling go-to-market (GTM) teams—both people and AI agents—to engage smarter and win faster. By transforming manual research into scalable account intelligence, Poggio helps sales teams spend more time solving customer challenges and less time researching. The platform standardizes messaging across all customer-facing roles, aligning everyone to speak the customer’s language and confidently lead with value. Poggio integrates seamlessly with your value frameworks, ensuring consistent use of case studies, battle cards, and sales methodology. Trusted by revenue leaders, the platform accelerates revenue growth by helping teams show up as strategic partners rather than vendors. With AI-driven insights, Poggio powers repeatable, value-driven conversations that build trust and close deals faster.
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    ROI-Calc

    ROI-Calc

    ROI-Calc

    ROI-Calc is a suite of custom online ROI and TCO calculators designed to win deals by proving the measurable business value of your products or services. These calculators instantly transform user inputs into actionable insights and tailored recommendations, generate branded PDF reports and business cases with clear impact metrics, and prompt next steps or calls to action. Users can explore multiple scenarios, save results, and share them seamlessly via email, Zoom, or offline on any device without additional software. The interface guides respondents through concise, accurate questions, showcases cost savings and efficiency gains, and reinforces confidence with user‑friendly metrics displayed in your company’s colors and logos. By summarizing outcomes in a clear, engaging format and providing decision‑support assets, ROI‑Calc accelerates the sales cycle, boosts lead qualification, and helps marketing and sales professionals demonstrate ROI, engage prospects, and close more revenue.
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    Mediafly

    Mediafly

    Mediafly

    The only revenue enablement platform your team needs to engage buyers, prepare sellers, quantify value, and continually optimize performance. Unlock predictable revenue growth at scale. Flexible, smart, and effective. Mediafly Revenue360 is the leading revenue enablement platform market-facing teams use to plan, predict, coach, and engage at the highest levels. Benefit from our deep expertise across a wide variety of revenue challenges – all with the convenience of a single partner. Choose from any of the individual solutions or combine as many as you need to succeed. Watch as our proprietary Energy Score, customized for you, analyzes and predicts outcomes. Know exactly where to inspect and dedicate resources so your team is focused on the fastest proven path to predictable revenue growth.
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    Ecosystems

    Ecosystems

    Ecosystems

    Ecosystems is the leading software-as-a-service (SaaS) platform for collaborative customer value management. From sales to customer success, providers leverage Ecosystems to quantify and align with customers on the business value being delivered. Through AI-driven analytics and integrations like Salesforce, Microsoft Dynamics, Gainsight, and HubSpot, individual value conversations are transformed into a centralized cloud asset for improved decisions throughout the organization. Visit our website to learn how leading companies such as Google Cloud, Palo Alto Networks, and ServiceNow use Ecosystems.
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    Enablism

    Enablism

    Enablism

    Enablism is a lead conversion and pre‑sales modernization SaaS platform replacing static spreadsheets and slides with interactive calculators, assessments, and solution explorers that make value tangible, align with buyers, and accelerate deal closures. It offers fully configurable growth and revenue calculators, interactive maturity assessments, and solution explorers that embed via a single line of code and integrate seamlessly with CRMs such as HubSpot. Through these tools, users can transform more visitors into qualified leads, shorten sales cycles by up to 40%, achieve as much as 3× higher conversion rates, and access rich analytics on prospect needs and engagement patterns. Customizable to match any brand or product, the platform automates qualification and education in real time, delivers actionable insights to focus teams on the most promising opportunities, and supports expert consulting for bespoke calculator development and assessment implementation.
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    Mainstay Advisor Value Platform
    Mainstay’s end‑to‑end Advisor Value Platform delivers an integrated suite of marketing, sales, and customer success tools designed to quantify and communicate the business value of your solutions throughout the customer lifecycle. The Marketing Value Advisor offers a self‑serve ROI and assessment tool that integrates seamlessly with marketing automation platforms and supports custom-branded UI to generate high‑quality leads via interactive calculators. Sales Value Advisor moves decades of value engineering expertise to the cloud, simplifying value selling and enablement for global direct and channel teams by automating customer‑specific business impact quantification and scaling transformation through automated tools and assets. Customer Success Value Advisor automates and scales quarterly business reviews with value realization‑focused reports that measure and communicate actual benefits to increase adoption, satisfaction, and retention.
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    DIVACS

    DIVACS

    DIVACS

    B2B SaaS platform to streamline your customer journey and lifecycle efforts, identify your ICPs, close deals efficiently, and accelerate your business growth like never before. Elevate deal closure rates with our comprehensive value driver generation and mapping tools that empower your sales team to prioritize high-value opportunities and shorten sales cycles. Collaborate more effectively with your vendors to gain a deeper understanding of value realization and unlock untapped potential, fostering stronger, more profitable partnerships. Utilize our powerful value analysis solution tailored for your business to improve planning accuracy and drive key information like competition, and customer/vendor comparison, ensuring consistent and scalable growth. Understand your business better with our customer/vendor maturity curve, ICP/IVP analysis, and customer/vendor journey. We're pioneering a revolutionary approach to bridge the gap between buyers and vendors.
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    Minoa

    Minoa

    Minoa

    Minoa is the platform that helps B2B SaaS companies sell value, create better deals, and maximize their revenue potential. It empowers teams to work more closely with customers and maximize their revenue potential. Collaborate with your prospect to build effective value cases. Accelerate your deals and increase conversion rates by streamlining value conversations. Maximize your revenue potential and help customers realize the full value of your product. Easily create flexible deals and get them approved quickly. Rely on a product catalog for a single source of truth for all feature-related and pricing-relevant information. Make informed pricing decisions based on real-time monetization insights. Use a modern price book and streamline discounting guidance for your sales team.
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    Rox

    Rox

    Rox

    Rox is an AI-powered revenue-operations platform designed to transform how enterprise sales teams engage with customers. The platform unifies fragmented data, such as CRM entries, call recordings, and transactional systems, into a central system of record, and layers on an “agent swarm” of always-on AI assistants that monitor accounts, surface risks and opportunities in real time, draft personalized outreach, and automate administrative tasks. Built to be warehouse-native, Rox connects directly to your existing data infrastructure, enriches it with external signals (like news, job postings, and financial updates), and delivers actionable insights via voice, chat, or workflow presentation. The system integrates with legacy tools and is focused on account-based revenue motions, helping sellers reclaim hours weekly, increase engagement by more than 30% and double sales-accepted pipeline in early customer cases.
    Starting Price: $50 per month
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    Prelay

    Prelay

    Prelay

    Prelay's team selling software enables your revenue team and its internal stakeholders to work together more effectively. With Prelay, deal coordination is organized within one purpose-built platform integrated with other key software instead of spread across multiple disjointed collaboration tools without any centralized tracking, oversight, or learnings. Prelay's core use cases ensure there is clear visibility and alignment across the deal execution cycle. Our team selling software leverages Plays for process management and Assists for resource & deliverable management. Ability to loop in any individuals or a team within the deal for quick questions to large deliverables from anywhere. Manage & track the full-cycle of the deliverable with full history available. Initiate, manage, track, & test to find scalable success across proof of concepts (POCs). Involve all teams & overall enablement for alignment as well as guidance throughout.
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    Aomni

    Aomni

    Aomni

    Aomni is an AI sales assistant that eliminates the tedious manual work holding back sales teams. It automates repetitive sales tasks like account research, content creation, and data entry through AI customized for each customer's unique business. This enables sales reps to focus on high-value selling activities that drive deals and revenue growth. Specifically designed for strategic B2B sales teams selling to enterprise and mid-market customers, Aomni trains an AI assistant on customers' products, services, and methodologies to streamline their existing workflows. This provides tailored productivity gains by acting as a digital member of the sales team. Key features include automated account intelligence, optimized sales messaging, and customized collateral creation.
    Starting Price: $10 per month
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    Actively AI

    Actively AI

    Actively AI

    ​Actively AI is a GTM superintelligence platform that builds a custom AI model tailored to your business, products, and go-to-market strategies, delivering results that generic AI solutions cannot match. Its deep reasoning engine synthesizes data from all sources to build a comprehensive account picture and make timely decisions that convert. Actively guides every move to maximize revenue by pushing the best accounts, contacts, and relevant messaging to your reps daily. It integrates seamlessly with your existing tech stack, enhancing rep productivity and aligning sales, marketing, and product teams. ​Aggregates data across your CRM, past interactions, signals, and the web. Builds a detailed profile of every account, needs, decision-makers, likely buying criteria, and more. Forms hypotheses on how you solve their biggest pain points and plans to reach the right buyers.
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    DecisionLink ValueCloud
    The ValueCloud¼ provides the repository and architecture to store and process important customer value data, translating it into valuable insights and ultimately assets that can be shared and leveraged across the enterprise by product managers, marketers, sales people, value engineers, professional services teams and customer success/renewal teams. Customer value is the missing link and next logical evolution in Customer Relationship Management because true customer relationships are entirely dependent on Value. Yet there’s nothing in CRM or any business system that enables customer value management. Our belief is that any business looking to shift to higher value/higher margin business models must manage customer value as a strategic asset to ensure competitive differentiation, elevate conversations, achieve trusted advisor status, and ultimately accelerate business results.
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    Pitcher

    Pitcher

    Pitcher

    Elevate your HCP interactions and optimize your commercial operations with one Super App for edetailing and closed loop marketing– from content delivery and sample management to multi-channel, compliant communication. Close the feedback loop in your marketing and sales operations and increase effectiveness. It’s your all-in-one edetailing and closed-loop marketing solution to help you execute your strategy. Elevate your HCP interactions and better engage your customers with targeted, personalized content. Close the loop in your commercial operations with innovative technology accessible at the click of a button, from home, in the office, and on the go. Pitcher offers different paths and capabilities tailored to specific needs and different requirements of commercial reps, MSL or KAM.
    Starting Price: $20 per user per month
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    MaxIQ

    MaxIQ

    MaxIQ

    MaxIQ is a customer journey management platform designed to optimize revenue generation through enhanced sales, success, and RevOps integration. By using AI-driven insights, it allows teams to forecast with accuracy, streamline customer interactions, and boost collaboration across departments. MaxIQ’s features include automated data capture, real-time visibility into customer activities, and intelligent deal prioritization. With powerful tools for managing pipelines, tracking usage data, and automating workflows, it enables businesses to improve productivity, reduce administrative tasks, and accelerate sales cycles.
    Starting Price: $$
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    Varicent

    Varicent

    Varicent

    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. 
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    SalesDirector.ai

    SalesDirector.ai

    SalesDirector.ai

    SalesDirector.ai is a revenue data platform that helps B2B sales organizations scale by capturing and delivering intelligent sales data and analytics to the entire revenue stack. We capture email and calendar data from sales rep activity and cross-reference it with CRM data to deliver predictive insights about their pipelines, behavior and customer interactions. These insights are delivered directly to their CRM or can be visualized in their favorite BI tool (such as Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). Armed with these predictive insights, sales organizations can accelerate and optimize their opportunity pipelines, increase their win-rates and power their entire revenue stack with reliable, intelligent sales data. SalesDirector.ai is used by leading companies like MongoDB, JD Power, Digital Map, Wicresoft and DeltaData.
    Starting Price: $29.00/month/user
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    Csmart Customer Value Management (CVM)

    Csmart Customer Value Management (CVM)

    Covalense Digital Solutions

    Csmart CVM is an AI-powered platform that empowers telecom operators and enterprises to maximize customer lifetime value through data-driven personalization and engagement. It harnesses AI/ML analytics and generative AI to understand behavior, predict needs, and deliver tailored promotions, loyalty rewards, and content across WhatsApp, email, SMS, and more. Key features include: Smart rewards & gamification to boost retention Omnichannel campaigns with personalized offers Behavioral intelligence for predictive targeting Campaign precision via AI-driven insights Configurable loyalty programs for unique customer needs With seamless integration into CRM/BSS systems, Csmart CVM transforms marketing into a revenue engine—enhancing engagement, reducing churn, and driving sustainable growth.
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    Revenue Grid

    Revenue Grid

    Revenue Grid

    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.
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    Luru

    Luru

    Luru

    Put a check to sales chaos and boost win rates by implementing sales processes where reps work - chat, meeting, and email apps. Luru’s pipeline health reminders and 1-click updates from chat and meeting apps ensure sales reps can update the CRM without setting aside hours for it. Luru’s pipeline health alerts and reports help your teams stay updated, in realtime. With Luru's deal rooms, bridge the information and revenue gaps with collaboration among sales, marketing, product and other cross-functional teams. Turn any process you dream up from a sketch into a fully automated system that does the heavy lifting for you. Respond to alerts, update your CRM without breaking your flow, right there in your team’s chat app.
    Starting Price: $17 per user per month
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    Revenue.io

    Revenue.io

    Revenue.io

    Sell more and spend less on sales with a complete RevOps platform for conversation guidance, sales engagement, and live call insights and analytics-all in real-time. Revenue.io powers high-performing teams with real-time guidance and revenue intelligence. By surfacing and recommending what works best, Revenue.io enables hundreds of customers like HPE, Fidelity Investments, and Amazon Business to deliver predictable results and optimize their entire revenue operation. Optimize your revenue operations, analyze what works best, and scale your top performers with Revenue Science. Some solutions surface insights. Others give you the tools to act on them. We do it all—so you can optimize revenue performance in real-time. No more switching from tool to tool, fixing messy data or wasting budget on technology that your team barely uses. Revenue.io is the complete AI-powered RevOps platform that delivers real-time guidance in the moments that matter.
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    RevSure

    RevSure

    RevSure AI

    RevSure.AI’s Sales Pipeline Readiness Platform helps marketing and revenue teams accurately predict and generate pipeline with real-time AI-powered insights. Are you constantly worried about whether or not you will have enough pipeline going into next quarter? The RevSure platform can help you confidently predict and generate pipeline, pinpoint where your funnel has bottlenecks, and tell you exactly how to solve them. Get real-time lead and account recommendations on which roles, verticals, markets, and more have the greatest potential to convert to pipeline so you can proactively adjust your strategy. Gain visibility into conversion driving behaviors from lead to opportunity. Uncover funnel leakage and assess how they can be resolved to reduce losses. Easily track marketing campaigns, understand behaviors across channels and segments, and receive actionable insights on how to optimize to improve performance.
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    Corefactors AI CRM
    Corefactors AI CRM is a RevOps enabled CRM to help business break silos between teams and automate revenue operations that includes Sales, Marketing, Support and Success. Key Features include lead management, Inbuilt cloud telephony, Marketing Automation across multiple channels, Pipeline Management, Robust Ticketing system, Task Management and AI Powered alert/triggers and Customized Reports to help make informed decisions efficiently and grow faster. Sales Box is cloud based RevOps-enabled Sales CRM powered with AI, crafted to help business automate sales processes. Now manage leads efficiently and effortlessly at scale without missing any opportunities. Powerful dashboards with AI-based predictive lead scoring to help sales team prioritize and predict future sales.
    Starting Price: $8.99/month
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    MoData

    MoData

    MoData

    MoData is a fully automated sales BI platform designed for high-growth teams looking to scale. Intuitively visualized, it provides 360-degree insight on the past, present, and future of your sales team, instantly connecting you with the information you need to make fast confident decisions. From tracking quota to spotting which rep needs more pipeline, MoData is the best all-purpose BI tool for SMB that comes ready to use right out of the box - no assembly required.
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    RevSync

    RevSync

    RevSync

    RevSync is an AI-powered sales intelligence and revenue operations platform designed to help B2B companies eliminate inefficiencies in their sales process and scale revenue growth. It offers features that streamline lead qualification, automate outreach workflows, enrich lead and account data, track sales activities in real time, and align go-to-market teams around key pipeline metrics. RevSync’s system integrates with CRM and other revenue tools to deliver actionable insights on where deals may stall, which sales motions are driving value, and how resources should be allocated to optimize conversion. With its focus on scalable omnichannel revenue operations rather than just lead generation campaigns, RevSync helps companies transform scattered sales efforts into a structured, data-driven growth engine.
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    Clearitty

    Clearitty

    Clearitty

    Clearitty is a sales acceleration platform that combines real‑world, buyer‑backed intelligence from top SaaS sales executives with AI‑driven analytics to simplify and accelerate every stage of the sales cycle from discovery to closed‑won. It features a pipeline recommendation engine that delivers tailored lead generation based on your product category, value proposition, and ideal customer profile; fresh, real‑time intent signals from multiple sources; hot lead scoring that ranks accounts by urgency and conversion likelihood; and always‑on intelligence that updates your pipeline as market conditions shift. Its deal score analysis evaluates buyer likelihood using intent data, external signals, tech stack information, public filings, and historical trends to provide contextual insights. Relationship‑building tools identify the best champions, map full buying groups and reveal signing limits, while its AI‑powered Copilot generates sharp, personalized emails and playbooks.
    Starting Price: $80 per month
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    revVana

    revVana

    revVana

    The only platform dedicated to plan and maximize revenue. revVana is the first platform that standardizes your view of revenue across CRM and financial applications by providing a single source of truth for all sales commitments and automatically creates associated revenue plans. The constant question “Why are we not seeing the revenue we expected?” can now be answered — and more importantly, corrected. With revVana Plan, you can instantly forecast revenue from your open and closed sales commitments over time within existing CRM systems that fall short when converting sales into revenue forecasts. revVana’s flexible revenue scheduling engine automatically creates forecasts at the account, opportunity, or any other sales level from your CRM data. revVana Insights lets you easily analyze, compare, or contrast your planned sales commitments against changes to those commitments, as well as other scenarios such as actual revenue, corporate budgets and sales quotas.
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    RevOptics

    RevOptics

    VertifyData

    Only RevOptics automatically connects marketing & sales data with rich analytics to reveal what marketing efforts are making an impact on revenue, which aren’t, and what to do next. RevOptics RevOptics serves up what to prioritize today that will drive results this week, month, and quarter. Spreadsheets, pivot tables and BI tools are complicated, yet they only show how marketing campaigns are performing. RevOptics Automated Analytics goes further to show you why or why not they’re making a revenue impact and what action to take next to move your buyer through the sales funnel faster. Automated setup within hours and automated real time reporting to get you out of spreadsheet chaos. Machine learning finds problems with data including missing data, anomalies, or bad data.
    Starting Price: $50 per month
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    Mperativ

    Mperativ

    Mperativ

    Mperativ provides the first strategic platform to align marketing with sales, customer success, and finance on the cause and effect relationships between marketing activities and revenue outcomes. Despite pouring significant effort into custom analytics, marketers are struggling to convey the value of their initiatives. By recentering marketing metrics around revenue, Mperativ makes it possible to uncover data narratives and extract trends across the entire customer journey, with beautifully-designed interactive visualizations that demonstrate the effectiveness of marketing in a new revenue-centric language. As a serverless data warehouse, Mperativ eliminates the complexity of surfacing compelling marketing insights. Connect marketing strategy to revenue results with Mperativ.
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    Salesbricks

    Salesbricks

    Salesbricks

    Close more deals faster with the most powerful quote-to-cash solution for SaaS startups. Let buyers close, sign, and pay in one seamless motion and track all your vital metrics in one place. Ditch your spreadsheets and outdated sales processes so you can spend more time selling and driving revenue growth. Provide a B2C-like customer checkout experience and become the easiest software for your customers to buy. Track all your most important revenue data in one place and make smarter business decisions that'll move the needle.
    Starting Price: $500 per month
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    Troops

    Troops

    Troops

    The central nervous system for revenue. Never miss a revenue signal. Get the right data to the right people, when and where they need it, and empower them to perform. Know when something important happens - from lead to close to case. Equip your team with the information they need and guide them to the best corresponding action. Work in the place you already spend your time. Search, access, and edit your CRM right from Slack & MS Teams. See what matters. Know who's doing what. Step in to coach. Measure performance. Track the impact of key initiatives. Troops notifies you in real time when anything happens that has a material impact on revenue. Troops makes it easy for your teams to see and do the right things at the right time, across devices so that teams can perform at the highest level. Troops helps customer-facing teams handle routine tasks and actions faster so they can spend more time with customers and prospects.
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    Realm

    Realm

    Realm

    Realm is an AI-powered knowledge and workflow platform designed for revenue teams, enabling instant access to company knowledge, automation of RFPs and questionnaires, and creation of bespoke AI agents that handle tasks across sales, support, and product workflows. It connects to tools your team already uses, such as Slack, Notion, Jira, Confluence, HubSpot, Zendesk, Google Drive, and more, to surface answers, automate responses, and orchestrate tasks from a single unified interface. Key features include a searchable knowledge base, “Assistant” chat for real-time answers, “RFP AI” for automating RFIs, RFQs, and security questionnaires, and customizable “Agents” that can be built for meeting prep, deal reviews, deal-desk support, or support-ticket resolution. Realm emphasizes secure enterprise architecture, single-tenant deployment, data encryption at rest and in transit, permissions enforcement, and regular penetration testing.
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    Reef

    Reef

    Reef.ai

    Reef is a customer revenue platform that helps companies predictably grow revenue with existing customers and fast-tracks net retention reporting. The tide has shifted. New sales have slowed, easy upsell is gone, and the NRR game just got much harder. Many companies are not equipped to succeed in this new reality, and it creates a revenue gap. Startups wait too long to build a foundation for NRR excellence and it suppresses acceleration resulting in a revenue gap. Many companies are not equipped to succeed in this new reality, and it creates a revenue gap. Priority investment areas for startup accelerationï»ż. Generate board-ready current and historical analytics for net retention including renewals, upsell, and cross-sell. Visualize territories to quickly identify growth opportunities and churn risk based on engagement, product usage, consumption %, health score, and NPS. Convert insights into action with advanced targeting and workflow to ensure consistent follow-through and execution.