Best Customer Data Platforms (CDP) for Microsoft 365

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

Smaply – the cutting-edge software for journey mapping with increased flexibility, customizability, and Journey Management functionalities. Smaply is a tool to create customer journey maps and analyze the customer experience, step by step. You can add various important details of each touchpoint and visualize your customer's journey using images, texts, emotions, KPIs and metrics. Go into more detail by adding pain points, solutions and opportunities, so gaining insights is even faster. Keep track of those in the portfolio graph of your workspace, which helps you to keep an overview and prioritize. Users are not only using journey maps as deliverables; they rather make them the core of their service development, thus journey maps move to the core of organizations.

SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.

Effortlessly import marketing data into your preferred data warehouse or cloud storage solution, including BigQuery, Snowflake, Redshift, Azure SQL, AWS S3, Azure Data Lake, and Google Cloud Storage, through our fully-managed ETL pipelines hosted in the cloud. Our comprehensive marketing data warehouse consolidates all your marketing information and delivers valuable insights, such as advertising performance, cross-channel attribution, content analysis, competitor intelligence, and much more. Additionally, our customer data platform facilitates real-time identity resolution across various data sources, providing a cohesive view of the customer and their journey. Electrik.AI serves as a cloud-driven marketing analytics software and an all-encompassing service platform designed to optimize your marketing efforts. Moreover, Electrik.AI’s Google Analytics Hit Data Extractor is capable of enhancing and retrieving the un-sampled hit-level data transmitted to Google Analytics from your website or application, routinely transferring it to your specified destination database, data warehouse, or data lake for further analysis. This ensures you have access to the most accurate and actionable data to drive your marketing strategies effectively.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

All in one place, create beautiful forms, access-controlled database, and highly customizable business applications. To create your perfect application, you can connect building blocks like forms, tables, lists and charts to create powerful relational databases. You can power your data collection with simple, but powerful online forms that don’t require any programming. You can capture leads, create workflows and collect payments. Your workspace can be divided into different departments, clients, projects, and teams. Securely access your team members and collaborate more effectively in real-time. Do not settle for generic software that doesn't suit your business. You can quickly create custom interfaces that allow you to access your business's data without the need for developers. Connect your workflow with thousands of apps and services like Google, Salesforce, Salesforce, Slack, and many more.

The future of customer relationship management is designed to be user-friendly. Transform sales practices and enhance efficiency through straightforward prompts for your clients, representatives, and account teams, all supported by a unique Edge AI platform that prioritizes sellers. With three decades of leadership in CRM and enterprise software, Tact.ai offers a versatile engagement model and cutting-edge technology, making it the perfect ally for refining your current CRM systems while establishing a more manageable CRM landscape for future success. Prioritize your sellers with Tact Assistant, which provides real-time monitoring, seamless data entry on the go, insightful nudges, and productivity enhancements—all within a comprehensive user experience that boosts representative productivity and strengthens CRM adoption and governance. This innovative approach not only fosters better sales outcomes but also ensures that teams can operate more effectively in an increasingly competitive market.

Through a strategic alliance, EPICA has transitioned its prediction platform to Azure, the cloud solution provided by Microsoft, which allows our clients and suppliers to access EPICA’s powerful data science tools securely and instantly. Businesses are leveraging the EPICA Platform along with Sophia® AI to stay ahead of their rivals effectively. Our seamless implementation process enables you to easily merge with your existing technological infrastructure. By recognizing patterns, you can foresee your customers' future purchasing behaviors with remarkable precision. Gain insights into the likelihood of each shopper making a purchase or even create your own audience to evaluate their propensity to act on specific products. This personalized approach enhances the customer experience, rewarding them for the data they provide. Offer a unified and engaging experience across both your physical store and digital advertising campaigns. The key to achieving such precise predictions lies in the rich quality and volume of data that feeds into the AI engine's learning process, which continuously improves its predictive capabilities. By harnessing these insights, companies can foster stronger relationships with their customers.

Facilitating partnerships between retailers and brands to enhance customer value is essential in today's market. Through solutions that encompass omnichannel personalization, retail media, and data monetization, companies in the grocery, drug, and specialty sectors can thrive alongside their brand partners. The platform offers self-service customer analytics and targeted outreach, utilizing the power of automated data science. With AI-driven marketing interactions, businesses can engage with customers on a one-to-one basis across various channels effectively. Additionally, the platform provides seamless brand collaboration opportunities, allowing for monetization of data and media assets. By harnessing AI, NIQ Activate's retail media solution empowers retailers to improve their profit margins by streamlining the setup of their retail media network, featuring comprehensive data management, automated activation, and robust measurement & attribution capabilities. Furthermore, NIQ Activate equips retailers and brands to identify potential risks and seize opportunities for their promotional offers and advertisements proactively. By leveraging NIQ Activate's advanced predictive audience-building features, businesses can craft hyper-targeted advertisements that align closely with customer preferences while fulfilling brand objectives, ensuring a more effective marketing approach. This strategic integration ultimately leads to a more dynamic retail environment where collaboration flourishes.

Transform your business with innovative and flexible AI-driven solutions that surpass conventional methods, enhancing the precision of your scoring processes through our cutting-edge predictive technology. Our offerings provide not only accurate but also distinct online behavioral insights regarding customers. Braight’s AI-based customer segmentation tool allows for a more profound understanding of customer behavior through advanced segmentation and predictive analysis of extensive online behavioral data. Designed to enhance revenue from cross-selling opportunities, this tool identifies clients' customers who exhibit a higher likelihood of conversion. Additionally, our refined segmentation approach empowers clients to effectively categorize and engage their audiences, leading to increased personalization in messaging and improved response rates for digital marketing campaigns. By leveraging these solutions, businesses can gain critical insights into customer behaviors—past, present, and future—ultimately driving more strategic decision-making. As a result, organizations can achieve a competitive edge in a rapidly evolving marketplace.

The Commanders Act Customer Data Platform empowers businesses to boost both sales and customer loyalty by fostering significant connections with their leads and clientele. As the expenses associated with acquiring new customers continue to escalate, conversion rates remain stagnant at around 2.5%-5%. To enhance marketing effectiveness, brands are increasingly gathering valuable data insights—including behavioral, demographic, and psychographic information—from every interaction with leads and customers. This highlights the necessity of collecting comprehensive data from all customer engagements. Additionally, it’s essential to cleanse, standardize, and securely store this information in a centralized database that is readily accessible to all marketing channels and utilized by sales and customer service teams within their CRM systems. To adopt a truly customer-centric approach, marketers must prioritize being data-driven, making it vital for them to access trustworthy data that allows for a thorough evaluation of their marketing strategies and techniques. By harnessing these insights, businesses can tailor their offerings more effectively to meet customer needs.