Best CRM Software for Salesforce - Page 10

All-in-One Software for Digital Channel Feedback Mopinion is a digital platform that helps digital enterprises listen, understand and act across all digital touchpoints (website, mobile, and email). Mopinion allows its users to create customisable online feedback form (including various CX metrics like NPS, CES and CSAT) and trigger them based upon rules such as mouse movement and time on page. It also allows for comprehensive visualisation via customisable dashboards, text analysis, and smart labeling. Users can use proactive alerts, role-based views, and connect to PM tools like Trello or Asana to receive feedback and collaborate with other members of your digital team. +Customisable feedback forms +Real-time statistics Integrations with +API +Various CX metrics +Text analytics +Advanced reporting capabilities Mopinion pricing starts at $35 USD/month

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses. Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

For over 20 years, we’ve powered tens of millions of donations from over 190 countries and raised over $2 billion for social good. Nonprofits of every size and cause—from human rights to disaster relief—use our platform to raise money, engage their communities, and advance their missions. The Engaging Networks platform is updated constantly with new features and upgrades every six to eight weeks so that we can provide an innovative platform that fits every need. We can replace the advocacy, fundraising, email, P2P, events, and data management systems you have, or play nicely with whatever you’d like to keep. We proudly work with a variety of incredible organizations such as The Humane Society of the United States, The Nature Conservancy, Human Rights Campaign, PETA and Amnesty International USA. Today, we have two offices in Washington, D.C.

JRNI is a platform that allows you to schedule and manage personalized experiences at scale. JRNI offers apps that facilitate appointments, virtual queueing, and events. It also provides industry-leading analytics. JRNI allows businesses to offer remote and in-person experiences which increase revenue, profitability and efficiency, build customer relations, and improve customer satisfaction. JRNI's platform allows businesses to shift from selling products to creating unique experiences by scheduling and managing personal services. JRNI is used by industry leaders such as Urban Outfitters, Visions Credit Union, and U.S Bank to deliver personalized experiences at scale. Visit us at https://www.jrni.com

3CLogic transforms customer and employee experiences with its patented and award-winning AI-powered cloud contact center solutions purpose-built to enhance today's leading CRM and Customer Service Management platforms. Globally available and leveraged by the world's leading brands, its offerings empower enterprise organizations with innovative capabilities, such as intelligent self-service, Generative AI, Voice AI, agent automation & coaching, and AI-powered sentiment analytics — all designed to lower operational costs, maximize ROI, and deliver better, faster, and more personalized interactions for IT, employee, and customer service.

Contentsquare's digital analytics cloud for customer behavior helps companies to understand and implement strategies that will help them achieve more success. Conventional web analytics do not give you the whole picture. Traditional tools can be difficult to use and even more difficult to interpret, providing data that only specialists can understand. We make it easy. It's easy to see how customers use your website or app with our intuitive visual reporting. Contentsquare automatically highlights your most pressing issues and opportunities. It's like having a team of analysts to analyze your data and give you a smarter list. Identify the most important UX issues that are costing your online customers and prioritize them. Watch the exact sessions that cause friction and errors. Identify and prioritize errors based on revenue impact.

Effective Strategies for Managing Your Contacts. Our user-friendly contact management system caters to individuals, teams, and small businesses alike. By linking various accounts or sources, we help you develop a consolidated address book tailored to your needs. Enjoy real-time updates on contact information that synchronizes seamlessly across multiple platforms and devices. Additionally, our service alerts you when any contact details may be outdated. With automated scans, we guarantee that you possess the most precise information available. We identify duplicates and streamline updates, making contact management hassle-free. You can easily merge duplicate entries to establish a cohesive address book that spans across different accounts and devices. By taking a single piece of information—whether it's an email address, social media handle, or phone number—we enhance it to provide a comprehensive profile. Our enriched, contextual data helps ensure that you connect with the right individuals every time. Furthermore, we offer a convenient solution for digitizing business cards, with each entry being double-verified before being incorporated into your address book. You can effortlessly scan and save business cards while on the move using our mobile app, or opt for bulk uploads through our web application, ensuring that your contacts are always organized and accessible. This combination of features makes our service an indispensable tool for anyone looking to streamline their contact management.

Ameyo is a comprehensive contact center solution that enables businesses to optimize customer interactions across voice and digital channels. With features like omnichannel customer support, AI-powered voicebots, and integration with popular CRM platforms, Ameyo helps streamline communication and improve service quality. The platform also includes tools for managing video interactions, collecting real-time customer feedback, and analyzing performance metrics, ensuring a seamless and efficient contact center experience.

Agendize offers more than just an online appointment booking and scheduling system... We offer the most flexible and powerful solutions to simplify and enhance your customer relationships. Agendize White Label program APIs make it easy to deploy our scheduling software in your workplace. Our team will assist you in creating the best product for your customers. We are a partner of choice for large groups, enterprises and franchisors such as Orange Business Services, CNP Assurances, AG2R La Mondiale, Allianz, Plurial Novilia or Jardiland.

You can increase activity, set more appointments, and drive revenue with less effort. Spotio Mobile App helps your reps stay organized and productive in the field. This App Gives You the Visibility You Need to Improve Field Sales Performance and Get Real-Time Data. Your representatives will be able to keep track of all their appointments, tasks, routes, sales activities, lead notes, and other information. Automated data entry allows field reps to be more productive and focused in the field.

Salesforce Agentforce 360 for Financial Services is an industry-specific CRM solution designed to transform financial institutions into AI-driven enterprises. It connects data, automation, and intelligent agents to help teams deliver personalized and proactive service. Advisors and relationship managers gain real-time insights to better understand customer goals and financial journeys. The platform streamlines onboarding, compliance, lending, and service workflows across channels. Financial Services Cloud unifies customer information to create a single, actionable view. AI capabilities enhance productivity while improving customer satisfaction and engagement. The solution supports retail banks, credit unions, insurers, brokerages, and asset managers. Built-in automation reduces manual processes and operational complexity. Integrated analytics help institutions uncover growth opportunities and optimize performance. Agentforce 360 enables financial firms to innovate confidently while strengthening trust and loyalty.

Manual methods for syncing contacts, calendars, and notes with smartphones often lead to errors and consume valuable time. Custom applications frequently lack scalability or come with restricted features. In the absence of an automatic Global Address List (GAL) synchronization solution, employees may find themselves wasting time searching for up-to-date contact information, struggling to recognize important business calls, or resorting to manual updates. Additionally, if shared calendars remain unsynced, it can result in missed crucial meetings and hinder effective management of projects, emergencies, or shift schedules. The CiraSync platform offers a centralized administration experience complete with single sign-on, detailed control, and top-tier support. There’s no software installation required, no configuration for clients, and users won't need any training. Sync an unlimited number of contacts, shared calendars, and notes several times throughout the day. You can manage who has access to specific contacts and calendars by utilizing existing distribution groups, ensuring that everyone stays informed and organized in their communications. This approach not only enhances productivity but also streamlines the workflow across teams.

Chili Piper Meetings is an automated scheduling tool that helps revenue teams convert more leads to qualified meetings faster. After submitting a form on the website, our intelligent Concierge product makes it easy for prospects to book a meeting and/or start a call. Chili Piper uses smart rules, rather than the traditional inbound lead management method, to automatically qualify and distribute leads to the right reps. Our software allows companies to automate lead handoffs from SDR to AE and book meetings via marketing campaigns or live events. Forrester, Square, DiscoverOrg and Spotify use Chili Piper to create amazing experiences for their leads and, in turn, double the number of leads that they convert into meetings.

This straightforward yet impactful NPS tool is crafted to assess and enhance customer satisfaction effectively. You can dispatch personalized NPS surveys that reflect your brand's essence, enabling you to gather crucial feedback on a daily basis. Engage with your customers through multiple channels including in-app, web, or email. With real-time analytics, you can track trends, pinpoint satisfied clients, and identify those who may be at risk. Leverage live data to monitor NPS results by various factors such as channels and geographical locations. Additionally, you can tag and prioritize product concerns, delegate them to your team, and ensure follow-ups to resolve any issues. By improving the customer journey, you can convert detractors into advocates and express gratitude to your loyal supporters. Furthermore, create automated workflows that encourage satisfied customers to leave reviews on leading review sites or to participate in referral programs, thereby amplifying your brand’s outreach. Ultimately, this solution not only measures customer happiness but actively contributes to fostering lasting relationships with your clientele.

The Voice of Customer engine that fuels action across the entire organization. Designed specifically for customer experience leaders who prioritize tangible results over mere survey data. It serves as an early warning system, allowing timely interventions before issues escalate. Leverage insights to eliminate uncertainty regarding which cases, customers, and themes require focus. Proactively identify emerging trends to mitigate potential problems. Move away from merely tracking past performance indicators. Transition from anecdotal evidence to solid proof. Gather feedback from your entire customer base, not just those who participated in surveys. Generate comprehensive executive and cross-functional reports that enable data-driven prioritization. Maintain a continuous VoC approach rather than relying solely on quarterly assessments, utilizing various channels. Benefit from automatic theme identification and impact analysis. Convert qualitative feedback into quantitative metrics that demonstrate real value. Recognize consistent successes as well as areas needing enhancement. Strategically allocate resources, refine operations, and provide support to colleagues with robust data. Minimize the time spent on reporting, allowing you to concentrate on customer needs while building a culture of responsiveness. This comprehensive approach enhances overall customer satisfaction and loyalty.

Enhancing customer engagement through personal interaction, Inzite offers a comprehensive solution for communication via video, phone, and scheduling. It provides fully integrated and tailored options that include direct messaging, video and phone calls, screen sharing, and scheduling features. With capabilities such as website integration, custom widgets, CRM compatibility, real-time availability, calendar synchronization, personalized meeting agendas, as well as reporting and analytics, Inzite ensures a seamless experience for both businesses and their clients. This innovative platform empowers organizations to build stronger relationships through meaningful conversations.

maaiiconnect makes customer engagement simple. It is the only cloud-based platform that combines digital and telecom communications to enable businesses to deliver seamless customer experiences. Be truly multichannel. You can centralize channels such as WhatsApp Messenger, Facebook Messenger, WeChat and Facebook Messenger, SMS and Virtual Numbers, Video Conferencing and a Web Communications Widget to Live Chat and Web calls into one place. This includes all customer information, CRM, ticketing system and rich insights.

Fullcast empowers Go-to-Market teams to deliver superior outcomes through proprietary solutions powered by AI. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. Go-to-market teams struggle to align and execute on their plans. We make it easy. Working with go-to-market data can be incredibly difficult. Fullcast opens a world of opportunity for marketing, sales, strategy, operations and customer success teams by creating a foundation of accurate data and real-time insights. With our unique expertise in go-to-market planning and execution, we help B2B companies everywhere realize their full potential.

Efficiently purchase and oversee cross-media campaigns utilizing a media buying platform specifically designed for advertisers and agencies. Enhance both direct and programmatic revenue streams through a fully integrated advertising sales solution tailored for publishers and agencies alike. Stakeholders can seamlessly plan, implement, and control campaigns via a personalized self-serve advertising portal. This solution caters to both direct and programmatic advertising, incorporating connections to prominent ad servers, ad exchanges, SSPs, and DSPs. It also offers comprehensive features for managing print advertisements, including a detailed real-time booking calendar for streamlined campaign oversight. All essential out-of-home advertising functions are encompassed, ensuring effective inventory and price management. ADvendio operates on the Force.com® platform, benefiting from the reliability and scalability associated with a reputable name in cloud technology. This robust platform allows us to meet diverse business requirements through powerful APIs and mobile-friendly tools, making campaign management more efficient than ever before. Furthermore, the user-friendly interface ensures that even those with limited technical expertise can easily navigate and leverage its capabilities.

Speed up your development timeline and gain a competitive edge in the cognitive technology landscape. Maximize the capabilities of every developer with state-of-the-art tools. Establishing a robust tech stack is essential for success. With Meya, your cognitive applications operate within a contemporary computing framework that is efficient, secure, compliant, and simple to manage. Our dedicated team is consistently enhancing our platform to leverage the latest advancements in AI research. Concentrate on delivering an exceptional user experience while we manage your cognitive app’s hosting, integrations, and additional services. Develop, host, and train your cognitive solutions seamlessly in a single environment. Effortlessly scale your bot and utilize the leading messaging and customer support systems. Tackle complex scenarios by linking to your business's backend systems. By prioritizing the user experience, you can trust us to handle everything else and facilitate your journey towards innovation. The future of technology is here, and with Meya, you can be at the forefront of it all.

Refiner is a customer satisfaction tool that was specifically designed for SaaS, eCommerce, and Membership sites. Our simple and elegant survey widgets allow you to ask your customers any question they may have while they use your product. They will be able to do it on their own brand and at the right time. Refiner seamlessly integrates with your existing marketing and sales strategies. Our integrations make it possible to seamlessly sync survey results to the tools that you already use in real-time. Your CRM, email marketing automation platform or Excel. Refiner allows you to get to know your users, their needs and how you can help them reach their goals. Get started today for free and increase conversions and retention rates by obtaining better customer data.

Streamline your customer experience with Famepilot, where we manage a significant amount of feedback annually for innovative companies worldwide. Today, 85% of customer interactions occur on platforms like Google, Facebook, Twitter, Zomato, Apple, Bing, and various review sites rather than directly on your website. Engage with the customers who advocate for your brand across digital spaces. Famepilot automates the collection of essential feedback metrics, including your Net Promoter Score®, sentiment analysis over time, testimonials, online reviews, and overall online reputation. We actively monitor your business activities across more than 20 review platforms, including major social media sites, and we are rapidly expanding this list. You can propose industry-specific sites to be added as well. With Famepilot, you can respond to all customer reviews posted online from a single, unified platform, ensuring no customer feels overlooked. Additionally, you can flag comments for your employees to address, fostering a culture of responsiveness and engagement within your team. Don't let any customer queries go unanswered, as maintaining strong communication is key to building lasting relationships.

Brainbase Assist enables businesses to oversee every aspect of licensing, partnership, or sponsorship agreements seamlessly within a unified platform. - Gain valuable insights by monitoring crucial metrics such as total sales, royalties, availability of rights, forthcoming events, and notifications, among others. - Evaluate performance across various partners, products, categories, territories, and distribution channels, allowing you to identify potential issues before they escalate into significant problems. - Design tailored, custom dashboards and produce reports that focus on the metrics that matter most to your organization. - Manage, view, and track sales reports and royalty performance conveniently from one location. - Reduce the risk of human error with fully automated calculations for sales and royalties that adhere to the specified contract terms, ensuring accuracy and efficiency in your operations. - This comprehensive tool streamlines the management of agreements, enhancing overall organizational effectiveness.

Hippo is an all-encompassing technology suite designed to enhance your marketing strategies and elevate customer experiences. It offers two primary features: - Conversational Support, which allows for top-tier customer assistance through chatbots that address inquiries and issues around the clock, as well as live chat options where agents can tackle more intricate challenges and offer tailored support. Additionally, it facilitates direct communication with customers via phone or audio/video calls. - Customer Engagement Automation manages various marketing elements of your brand, ensuring an outstanding experience throughout the entire customer journey. You can send out messages and campaigns efficiently across multiple platforms. With Hippo, you can provide proactive support to your customers, interacting with them through their preferred channels from a unified dashboard. This approach not only enhances engagement but also ensures that each customer receives a uniquely personalized experience that fosters loyalty.