Best Customer Revenue Optimization (CRO) Software for Microsoft 365

Pipeliner revolutionized CRM through its unique visual interface, no code workflow automation engine, instant dynamic insights, and reporting. No other CRM offers salespeople and sales managers so many ways to display and analyze sales data, as well as intelligent, system-generated insights. Pipeliner's automation engine and ease-of-integration with other systems (such email, ERP, and Marketing) allow for the elimination of many routine and manual tasks that other systems impose on salespeople and managers. Pipeliner CRM is so different than traditional CRM. This is why we have high adoption rates, low Total Cost of Ownership and a rapid Return on Investment. The system is easy to use and learn, and it takes very little business disruption when it's deployed.

With truly actionable insights, you can unleash the potential of your sales engine and marketer with real-world results that will accelerate pipeline generation and improve the outcome of in-quarter deals. People.ai combines all revenue activity data and enriches each account and opportunity with next generation insights that increase high-quality pipeline generation, and improve the execution and execution of every deal. Keep your team connected to every aspect of account engagement to ensure that everyone knows who is engaged and where there are opportunities to expand the pipeline. You can understand the impact of each person and activity on the progress of a deal and make actionable recommendations to improve your rep performance. Our data platform uses patented AI technology to break down data silos, and connect the dots between seller performance and buyer engagement - providing insights that will make your entire Revenue Engine more intelligent.

Clari Copilot (previously Wingman) transforms your revenue team by enabling them to win every revenue-critical situation. Clari Copilot’s conversation intelligence platform gives reps and managers everything they need to compete fiercely and spot revenue leaks. They can also close deals faster. Clari Copilot and Clari together give you everything you need to manage revenue on a single platform. Clari Copilot stores your conversation data right where your sales team is working, Clari. Clari Copilot is used by top sales teams from Chargebee, Oktopost and Properly Homes to manage their revenue.

Prelay's team-selling software allows your revenue team and internal stakeholders to work more effectively together. Prelay allows deal coordination to be organized in one platform that integrates with other key software, rather than spread across many disjointed collaboration tools, without any central tracking, oversight or learnings. Prelay's core uses cases ensure that there is clear visibility throughout the deal execution cycle. Our team sells software using Plays for process management and Assists to manage resource & deliverables. You can easily loop in any individual or team within the deal to answer questions and receive large deliverables from anywhere. Track and manage the entire lifecycle of the deliverable, with all history available. To achieve scalable success across proof-of-concepts (POCs), initiate, manage, track, and test. All teams should be involved and overall support for alignment and guidance.