Best Customer Revenue Optimization (CRO) Software for Salesforce

The Comarch Loyalty Marketing Platform is an innovative solution created to elevate customer loyalty and engagement through dynamic loyalty programs. Designed for businesses across various sectors, this platform enables organizations to cultivate stronger connections with their customers by leveraging data insights and automation. With the Comarch platform, companies can create targeted campaigns that resonate with individual preferences, fostering increased customer retention and brand allegiance. Key functionalities include marketing automation for efficient campaign management, pre-configured customer journeys that ensure smooth interactions, and advanced personalization tools that cater to unique customer behaviors. Furthermore, the platform uses AI-driven analytics to provide deep insights into customer trends. Additional features, such as fraud detection and customizable rewards systems, empower companies to deliver meaningful incentives that encourage repeat business. With 30 years of expertise in executing the most complex loyalty initiatives, Comarch supports some of the world’s most recognized brands, such as Auchan, BP, Carrefour, Heathrow Airport, JetBlue Airlines, Galeries Lafayette, and True Digital.

DemandFarm offers three 100% Salesforce native products to help enterprises unlock the full revenue potential of their key accounts: Account Planner: All-in-one solution to standardize account planning, unearth hidden whitespaces, analyze and plan against competition, centralize account intel, perform in-app and offline QBRs, and keep track of portfolio-level revenue impact indicators. Org Chart: Intuitively visualize complex organizational hierarchies, create context-rich relationship maps including opportunity-specific ones, understand how well and how often you're engaging all key stakeholders and create engagement strategies— all in one place. Opportunity Planner: Implement SPIN, MEDDIC, or any of the other 20+ sales methodologies for your opportunities with a methodology-agnostic planner, score opportunities with precision for better prioritization, create opportunity-specific org charts, and view all information related to an opportunity in one dashboard and assign next steps with confidence. DemandFarm is ISO/IEC 27001:2013 and ISO/IEC 27701:2019 certified as well as SOC2 Type II compliant. Learn more about why 15,000+ users love using DemandFarm to manage their key accounts, visit demandfarm.com

Faster, Smarter Growth. Kizen helps companies grow faster and work smarter by leveraging cutting-edge technologies like intelligent automation, digital assistants, big data, and AI. Our next-gen software platform with Zoe, the world’s smartest digital business assistant, supercharges productivity and accelerates profitable growth. Marketing with Zoe - Marketing with Zoe lets teams effectively target their entire addressable markets with hyper-personalization to convert more buyers into loyal customers. Sales with Zoe - Sales with Zoe helps close deals faster by giving every team member useful insights and serving as an intelligent personal assistant for time-consuming tasks. Experience with Zoe - Experience with Zoe is the best way to manage all your interactions in one place, gain insights into client experiences, and pinpoint areas for improvement to maximize customer value. Insights with Zoe - Insights with Zoe (Beta) delivers actionable, decision-grade insights through dashboards, reports, and alerts. Data with Zoe - Data with Zoe is the smartest place to store all your most important data, allowing even the most complex businesses to deploy an intelligent, unified data platform in days.

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.

Easily and quickly design and manage any customer journey. The most widely used Customer OS provides everything you need to help your customers succeed. You can choose your customer journey or create your own. You can use our best practices templates to help you create your journey or initiative. Why not start from scratch? Securely connect all customer data to create a single view of your customer. Easy to manage and maintain. All your data is in one place. It's easier than ever to design, manage, and measure your best customer engagements. Automate workflows throughout your entire company. Hyper-personalized communications for each individual user can boost your digital engagement. Flexible and adaptable. It has everything you need to get started, tune, and grow.

Modern customers have been taught to evaluate your products and services without you. They are used to flexibility and self-serve, even for the largest purchases. The buying process is extremely complex. There are many factors to consider, stakeholders to coordinate and hurdles to clear. The average sales process is a sales process, not a buyer journey. They don't want to be qualified. They have a problem to solve. To prevent lost deals, stalled Onboardings, and missed revenue goals, partners with prospects and customers. Establish a consistent sales and success process that is collaborative with customers. Use winning strategies, templates, & tactics that have been used by hundreds of high-growth startups. To customize, partner with dedicated sales professionals. Engage and hold yourself accountable by having a shared understanding about the next steps, milestones and timelines and your business objectives.

The Buyer Engagement and Enablement Platform. Aligning sales departments with customer buying committees. A group of contacts from all levels of the organization make buying decisions. Your success today and in the future will depend on how well you get to know, help and learn from them. What do you know about the business problems and needs of your prospects? How do you capture and manage this information in your prospects business? The decision-making process of prospects is complex and challenging. How can you help them? Who is on the buying committee? What are the roles, reporting lines, and internal dynamics of the buying committee? What is important to them? It is a group of people from different departments who come together to make purchasing decisions. This could include executive, technical, and user buyers.

CustomerSuccessBox, an AI-powered customer satisfaction software for SaaS B2B, is called CustomerSuccessBox. CustomerSuccessBox was founded in response to a need for a solution that could provide 'proactive' customer support. CustomerSuccessBox's vision for artificial intelligence (AI), machine learning (ML) and customer onboarding is to automate customer communication, product usage analysis, and customer onboarding. It hopes to reduce the cost of customer success services and increase the lifetime value of each customer. It also wants to eliminate the need for a full-time CS ops position to calibrate and configure the Customer Success platform. CustomerSuccessBox uses CSI to recommend the next best action for each account, allowing CSMs to be more efficient. CustomerSuccessBox processes millions from over 250,000 end users each week. The patent-pending technology can handle approximately 2,200 events/second.

A living space for complex deals. Mutual action plans that hold prospects accountable and ensure that nothing slips through the cracks. Keep everything in one place. Ensure clients complete the next steps. Clients, stakeholders, as well as team members, are kept accountable by automatic email reminders. Consolidate your entire deal in one place. No more scrolling through endless email threads or spreadsheets. One place for you and the client. Forecast deal outcomes accurately. Get visibility into the status and potential outcomes of your deals without complex reports. Jump in before it's too late. With repeatable playbooks, you can assemble your best reps. Use reusable templates to help everyone perform at their best. Integrate into your existing workflow. Recapped integrates seamlessly with Salesforce, Dropbox and Google Drive.

Software to manage customer references and help you win more deals. RO Innovation can help you engage and manage your customer advocates or grow your references. Engage your customer advocates to close more deals. Forget the frantic emails to account mangers and embrace a sustainable reference channel. Are you still tracking references using spreadsheets? Are you unsure of the best advocates for webinars and events? It's time for you to up your game. Nomination portal to allow customer-facing teams and customers to nominate candidates. Gamification is a way to encourage customers to engage through rewards and incentives. Workflows eliminate the need to track and update manually, while system intelligence identifies your top customer advocates for a particular initiative.

Kapta is key account management software. It reduces churn, and drives organic growth. Vendors are the first to leave when times get tough. Vendors are the first to go when things get tough. You need to be more than just a vendor. Kapta has the software to help you get there. Kapta's key account management software is based on a proven process. This allows you to better understand your clients, work quickly and effectively for them, and show value time and again. You will be able to create more accurate forecasts for your customers and for yourself. You can see the structure and culture of your client's company and create detailed profiles for key contacts. Understanding your customer's goals and the factors that can help or hinder them along their journey is key.

The Upland Kapost content operations platform allows revenue teams to speak with one voice throughout each customer journey. Because we know those managing the complexity of end-to-end content--particularly at scale--deserve a platform that's up to the challenge. Upland Kapost Premier Success plans eliminate the need to hire expensive custom services and provide a solid foundation for your business' success. Platinum is our highest-tier plan. It provides your business with the best experience and value.

Everything you need to make your customers your greatest growth engine. Gainsight Customer Cloud combines all the technology necessary to make sure your customers adopt your products and reach their goals with your company. You can orchestrate every aspect of the customer journey and deliver great results at scale. To deliver exceptional user experiences, combine deep SaaS product analytics and personalized in-app interactions. To ensure a great customer experience, capture feedback, close the loop with respondents, discover insights, and make it happen. Open platform that acts as a central hub to customer data systems and provides actionable insight to all employees to make better decisions for the customer. Whitespace analysis, cross-sell playbooks and simplified renewals can all help to increase revenue.

Revegy's intelligent planning platform for sales helps sales teams stay aligned and build relationships that will have measurable impact on their most important accounts.

Your Customer Success team can create the best customer experiences possible with powerful analytics, automation, project management, and other tools. Do not compromise on power and ease-of use. Plug-and-play integrations, project templates and project templates will get your team up to speed quickly. Then create custom customer experiences that scale with automation and customization. You must unify customer data across your tech stack to be able to identify trends and use insights to create a world-class customer experience. All your data - CRM, product analytics and support tickets, emails, NPS and revenue data - all in one tab

Brainbase Assist allows companies to manage all licensing, partnership, and sponsorship agreements from end-to-end on a single platform. Track important metrics such as total sales, royalties and rights availability, upcoming events, notifications, and more. - Compare progress between partners, products, categories and territories to identify issues before they become critical. - Create customized dashboards and generate reports that reflect the most important metrics to you - View, upload and track sales reports and royalties performance in one place. - Reduce human error by automating sales and royalty calculations that are based on contract terms.

CustomerGauge helps B2B businesses leverage customer feedback and behaviors to align business initiatives and improve account retention. It also helps increase revenue growth through up-sells and cross-sells. CustomerGauge Account Experience™, a platform that allows B2B companies monitor account engagement and collect feedback from key stakeholders. It also allows them to segment real-time results into custom dashboards and map feedback to changes to NPS score and revenue. Users can track engagement through custom and native integrations. This includes how often key stakeholders answer customer survey questions, submit support tickets and open marketing emails. The CustomerGauge Account Expert™ platform also has the ability to set KPI targets to close the feedback loop, identify accounts at high risk of churning and forecast the revenue impact from changes in NPS score. Get a demo today.

Upland Altify is a revenue optimization company. Companies can generate value from every customer interaction to increase revenue. Customer Revenue Optimization (CRO), which helps sales teams win the most important opportunities, increase revenue in key accounts, and improve sales execution through the alignment of the extended revenue team, enables them to achieve customer revenue optimization. Altify's CRO apps are natively built on Salesforce and help thousands of salespeople, leaders, and executives achieve customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGEMENT guides sellers to follow a proven sales process that maximizes their ability to deliver a winning outcome to both the customer and the seller. Sales Process Manager, based on industry-proven templates and customized to your business, is a visual representation that shows you your sales process with links to the right content. It also includes links to the tools and resources your salespeople need to move prospects through the sales funnel.

Planhat is a Customer Success Platform that makes Customer Success easy. Planhat is beautiful and simple to use. It can help you reduce churn and upsell more, increase user engagement, and maximize the lifetime value your customers. Planhat is designed for everyone, from the CS rep to C-Suite. It offers all the functionality and features that you would expect from a modern Customer Success Platform. The difference is in how easy it is to use and how simple it is to implement.

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.

Drive any sales or Customer Success motion and adapt it for each role and team, from CSM to Manager to CxO. RevSetter allows you to create workflows that are tailored to your team, customers and revenue journey. There is finally a solution for your data challenges. It doesn't matter if the data is structured or unstructured, or if it's in your favorite database or tech. Integrate RevSetter seamlessly using our unique data models and see the results. Powered insights, workflows and automation. RevSetter's powerful solutions, including the CS Audit, give you a 360-degree view of each lead, customer and portfolio. RevSetter elevates and enhances your strategy, and transforms it into day-to-day, actionable activities and outcomes for your team. This leads to happier customers, increased retention, and accelerated business growth.

Next Quarter is the first native Salesforce platform that provides real time revenue transparency. This allows you to close more sales, grow existing clients, and improve forecasting accuracy. Next Quarter ensures that no opportunity for growth is missed and no money is left on the table. AI can be used to discover new opportunities with your existing customers. Our revenue intelligence engine uses sales and conversational data in order to create predictive insights that will help you exceed your quotas with confidence. Utilize sales and operational data in order to create a single point of truth for revenue intelligence. This will drive profitability by providing accurate forecasts in real-time.

Bring Relationships back into CRM with the #1 Key Client, Opportunity and Content management Suite for Salesforce-first companies. You will see a 100% increase of team collaboration and adoption. Allow sales to add 5-10 detailed account plans each week. Our apps can be implemented and the onboarding process started within a week. Reduce the time spent on account plans by 80%. You've invested in Salesforce. Give sellers the tools to maximize the investment. Upgrade the platform to a strategic sales solution that B2B sales teams, operations and support teams will love, with the only complete modernizer for Salesforce on the market. Visualize the key deal progression in order to manage deals that are at risk. Build an action plan for quick wins by identifying key goals. Find Whitespace Analysis and growth opportunities for key accounts. Prolifiq Crunch: The tool that helps you plan your accounts in Salesforce, the source of truth for closing deals.