Best Customer Revenue Optimization (CRO) Software in Canada

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.

Create and implement any customer journey effortlessly and at scale with the leading all-in-one Customer Operating System designed to enhance your customer success. Choose from predefined journeys or customize your own to fit your needs, utilizing best practice templates readily available for various initiatives. Instead of starting from the ground up, you can securely integrate all your customer information to achieve a comprehensive view of each individual. The platform is straightforward to manage and maintain, allowing you to oversee all aspects from a single interface. Designing, executing, and assessing your top customer interactions has never been this accessible. Streamline workflows throughout your organization and elevate your digital engagement through tailored communications for every single user. With its modular and flexible design, it provides everything necessary to quickly launch, track, optimize, and expand your efforts while ensuring a seamless experience for both you and your customers. This innovative solution empowers businesses to adapt and thrive in a rapidly changing marketplace.

Unlock the full capabilities of your sales and marketing strategy by leveraging actionable insights that can enhance pipeline generation and influence the success of in-quarter deals. People.ai consolidates all revenue-related activity data while enriching each account and opportunity with cutting-edge insights that not only expedite the creation of high-quality pipelines but also enhance the execution of every transaction. Maintain a clear connection with all aspects of account engagement, ensuring that your entire team is aware of who is interacting and identifying opportunities for pipeline acceleration and expansion. Gain a comprehensive understanding of how every individual and action impacts the evolution of a deal, allowing you to offer practical recommendations aimed at boosting representative performance. Our innovative data platform dismantles data silos and employs patented AI technology to draw connections between buyer engagement and seller effectiveness, delivering insights that enhance the intelligence of your entire Revenue Engine. By integrating these insights, you can make informed decisions that drive better results and foster continuous improvement across your sales initiatives.

Transform your workspace into a dynamic hub for managing intricate deals. Utilize mutual action plans that foster accountability among prospects and guarantee that no critical steps are overlooked. Centralize all information for seamless access and ensure that clients follow through on their commitments. Automated email notifications serve to remind clients, stakeholders, and team members about their next steps, keeping everyone aligned. With everything consolidated in one location, you can eliminate the hassle of sifting through endless email threads and spreadsheets. This dedicated space is designed for both you and your clients, allowing for accurate forecasting of deal outcomes. You can easily monitor the progress of your deals without the need for complicated reports, enabling proactive engagement when necessary. Replicate the success of your top representatives by implementing repeatable playbooks, and promote optimal performance across every deal with reusable templates that ensure consistency in results. The system is designed to seamlessly integrate into your current workflow, as Recapped works with platforms like Salesforce, Dropbox, Google Drive, and many others, enhancing your productivity without disrupting your established processes. By streamlining these operations, you empower your team to achieve their goals more effectively than ever before.

Today's consumers have become accustomed to making evaluations independently, embracing flexibility and self-service even for their most significant purchases. The complexity of the buying journey is immense, characterized by an abundance of options to consider, numerous stakeholders to align with, and various challenges to overcome. The typical sales process often fails to reflect the actual buyer's journey, as customers are not seeking to be vetted; instead, they are focused on finding solutions to their challenges. Collaborating with prospects and clients is essential to avoid lost opportunities, delays during onboarding, and unmet revenue targets. To address these challenges, it's crucial to establish a consistent sales and success framework that fosters collaboration with customers. By implementing effective strategies, templates, and methods employed by countless successful startups, businesses can enhance their sales approach. Engaging with specialized sales professionals can also help tailor these strategies to specific needs. Ultimately, fostering a culture of shared responsibility and clear communication regarding next steps, important milestones, timelines, and overarching business goals can significantly improve customer engagement and drive success. This collaborative approach not only empowers customers but also enhances the overall efficiency of the sales process.

The platform designed for buyer engagement and enablement plays a crucial role in uniting sales teams with the various buying committees of their customers. Decisions regarding purchases are typically made by a diverse group of individuals from different segments of the organization, and this group is often larger than one might expect. Your ability to comprehend, assist, and glean insights from these stakeholders will greatly influence both your current achievements and future prospects. Are you aware of the specific business challenges and requirements your potential clients are facing? How do you go about gathering and organizing this essential information? The decision-making process for your prospects can be intricate and challenging; what strategies can you implement to support them and mitigate the chances of them opting for inaction? Who exactly constitutes the buying committee? It is vital to understand their roles, reporting structures, and the internal dynamics at play. What factors are significant to these individuals? The collective group responsible for making purchasing decisions typically includes a mix of executive, economic, technical, and user buyers, all of whom have different perspectives and priorities that need to be addressed. By recognizing the importance of these diverse roles, you can better tailor your approach to meet their collective needs.

Enable your Customer Success team to deliver exceptional customer experiences by utilizing advanced analytics, automation, and robust project management tools. There's no need to sacrifice functionality for simplicity; easily onboard your team with ready-to-use integrations and project templates. After that, tailor unique customer experiences through scalable customization and automation features. Vitally brings together customer data from your entire technology ecosystem, allowing you to proactively spot trends and harness insights for an outstanding customer journey. Imagine having access to CRM, product analytics, support inquiries, emails, NPS results, and revenue information all consolidated in a single interface, enhancing efficiency and decision-making. This holistic view empowers teams to respond swiftly and effectively to customer needs.

Sales acceleration tools are essential for enhancing your revenue growth and client retention by equipping you with the necessary resources to effectively manage accounts and streamline your processes. Delaying action can lead to the establishment of opposing factions among various stakeholders, making it crucial to act swiftly to improve your chances of successful closures. These tools enable better control over deals through sophisticated account planning and management of opportunities. You gain clarity on the subsequent steps to take, the individuals involved, and the essential activities required to move forward. To optimize sales, it's vital to ensure that your transactions are finalized as efficiently as possible. As a leader in sales, your primary objective is to boost revenue generation, which involves empowering your teams to develop more leads, enhance their success rates, and reduce the duration of sales cycles. When stakeholders begin to engage, collaborating with your teammates on strategic messaging and positioning becomes imperative to maintain momentum and capitalize on emerging opportunities. Ultimately, the effectiveness of your approach in navigating these dynamics can significantly influence your overall sales performance.

Staircase AI is a pioneer in Customer Relationship Intelligence. Our platform uses AI to analyze millions upon millions of customer interactions, and turn them into actionable human insight that is impossible to spot with the naked eyes. Staircase AI is used by companies to cut through the noise, improve their NRR and increase their profitability. Staircase AI uncovers deep human signals and uncovers customers’ health, sentiment, journey events and risks. Our cutting-edge technology analyzes all customer interactions, including emails and chats, Slack activity and video calls. It then connects the human signals to produce relationship-based insights like stakeholder changes, positive and negative sentiment trends, problematic subjects, and more. Our human analytics, when combined with existing product analytics provide the missing element to fully understand your customer to grow at scale.

Leverage customer reference management software to enhance relationships and accelerate deal closures. Whether you need a tool to cultivate and manage your references or to actively engage existing customer champions, RO Innovation is dedicated to supporting your efforts. By involving your customer advocates, you can expedite the sales process and eliminate the chaos of numerous emails to account managers, transitioning to a streamlined and efficient reference system. Are you still relying on spreadsheets to track references and lacking visibility into which advocates are ideal for webinars or events? It's time to elevate your approach. Our platform includes a nomination portal that empowers customer-facing teams to propose their best customer candidates. With gamification features designed to motivate customer participation through rewards and incentives, our workflows eliminate manual tracking and updates, while the system intelligently identifies your top customer advocates for every initiative, ensuring you always have the best resources at your fingertips. By integrating these innovative tools, you not only enhance productivity but also foster stronger connections with your customers.

Kapta serves as a pivotal key account management tool designed to minimize customer turnover and foster sustainable growth. In challenging times, it is crucial to evolve from merely being a vendor to becoming an essential strategic ally. The software and methodologies provided by Kapta are tailored to help you achieve that transformation. With a well-established system, Kapta enables you to deepen your understanding of clients, respond promptly and effectively to their needs, and consistently showcase your value. By gaining comprehensive insights into your customers, you can formulate more accurate forecasts that benefit both parties. Additionally, you will be able to analyze the overall framework and culture within your client's organization, while also creating intricate profiles for each key contact. This allows you to grasp your customer’s goals and identify the elements that could either assist or obstruct their progress. Ultimately, Kapta empowers you to build stronger, more meaningful relationships with your clients, driving success for everyone involved.

The Upland Kapost content operations platform brings together revenue teams to communicate consistently throughout the entire customer journey. We understand that those who navigate the intricacies of comprehensive content, especially on a large scale, require a robust platform that can meet their demands. With Upland Kapost Premier Success Plans, the burden of expensive custom services is lifted, allowing you to establish a strong basis for achievement. Our Platinum plan, the highest level of service we offer, equips your organization with unparalleled experience and value, ensuring you are well-prepared for future challenges. By leveraging this top-tier plan, your business can maximize its potential and thrive in a competitive landscape.

Aviso boasts over six years of expertise in predictive AI modeling, demonstrating its capabilities with Fortune 500 companies and rapidly growing businesses. With a remarkable accuracy rate surpassing 98%, Aviso’s predictive forecasting offers adaptability for both new and renewal business models, along with extensive customization for enterprises. The platform’s integrated forecasting merges the strengths of human insight and advanced AI algorithms, providing the most refined global roll-up forecasting available, enabling sales representatives, managers, and sales VPs to concentrate on future opportunities and facilitate prompt team actions. Furthermore, Aviso uniquely features the ability to forecast run-rate business, offering clarity into all deals, whether they are included or excluded from forecasts, through its Deal Level Forecasting. This tool allows users to review the judgment trail applied at various managerial levels, including roles, deal amounts, and CRM fields, while also promptly identifying and resolving any discrepancies or disagreements among sales team members regarding the status of deals in relation to forecasts. With its comprehensive features, Aviso empowers sales teams to make informed decisions and enhance their overall effectiveness in driving revenue.

Transforming your clients into a powerful engine for growth is entirely achievable. The Gainsight Customer Cloud consolidates all necessary technologies to facilitate seamless product adoption and help your customers reach their goals with your business. By carefully orchestrating the customer journey across all departments, you can cultivate long-term relationships and consistently deliver impressive results. Integrate comprehensive SaaS product analytics with tailored in-app interactions to provide users with outstanding experiences. Gather valuable feedback, engage with respondents to close the feedback loop, and unearth insights that drive a remarkable customer experience. This open platform serves as a centralized hub for customer data systems, equipping every team member with actionable insights to enhance decision-making in favor of customer satisfaction. Moreover, it enables revenue growth through detailed whitespace analysis, strategic upsell and cross-sell playbooks, and efficient renewal processes to maximize profitability. In doing so, businesses can foster stronger connections and ensure long-term success in a competitive marketplace.

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.

Discover the ultimate AI-driven digital assistant designed to enhance your sales performance. Experience the best mobile-centric sales companion as it transforms the contemporary sales landscape! Ensure that no potential deal goes unnoticed. With Nektar, you can effortlessly manage follow-ups by tracking essential details about leads and opportunities, allowing you to concentrate solely on closing sales. Gain access to AI-generated insights, timely alerts, and reminders for all your prospects, opportunities, and tasks. Enjoy the flexibility to engage with anyone, anywhere, across various communication channels. By merging AI capabilities with human collaboration, leverage Nektar's playbooks to effectively coach and onboard your rapidly expanding sales teams and newcomers. Tailor, implement, and monitor your sales strategies to align perfectly with your unique sales process. It’s all about your strategies, your way, empowered by AI and enhanced by human touch! Shift your focus from merely reporting activities to actively supporting your sales team in achieving better results. Streamline CRM entries, boost CRM engagement significantly, and drive revenue growth with immediate CRM updates and activity tracking, ensuring that your sales operation runs as smoothly as possible.

Prelay's team selling software enhances collaboration among your revenue team and internal stakeholders, fostering a more efficient work environment. By utilizing Prelay, deal coordination is streamlined within a single, dedicated platform that integrates with essential software, eliminating the chaos of multiple disparate collaboration tools that lack centralized tracking and oversight. The software's primary functions provide clear visibility and ensure alignment throughout the entire deal execution cycle. Utilizing Plays for managing processes and Assists for overseeing resources and deliverables, Prelay allows teams to engage any individual or group for quick clarifications or comprehensive deliverables from virtually anywhere. You can efficiently manage and monitor the full lifecycle of deliverables while having access to complete historical data. The platform also facilitates the initiation, management, tracking, and testing processes to discover scalable success across proof of concepts (POCs). Furthermore, it encourages the involvement of all teams, promoting overall alignment and providing guidance throughout the process, ensuring that everyone is on the same page. This comprehensive approach not only enhances productivity but also drives better outcomes for your business.

Enhance your sales and customer success strategies by tailoring them to fit the specific needs of every role, from customer success managers to executives. RevSetter streamlines workflows that align perfectly with your team and clientele throughout the revenue journey and across various segments. At last, your data-related issues have a resolution. It doesn’t matter whether your data is structured or unstructured, or which technology or databases you prefer; RevSetter’s unique data model allows for seamless integration, bringing your insights to life. This powerful tool drives your insights, workflows, and automation, offering solutions that range from a thorough customer success audit to an all-encompassing view of each lead, customer, and portfolio. With RevSetter's support, you can significantly refine and elevate your strategies, transforming them into practical, everyday tasks that yield measurable outcomes. This ultimately leads to increased customer satisfaction, better retention rates, and accelerated business growth, ensuring your team thrives in today’s competitive environment.

Introducing the groundbreaking Salesforce native platform that offers immediate visibility into revenue, enabling you to finalize more transactions, expand your current client base, and enhance the precision of your forecasts. With Next Quarter, every potential growth opportunity is seized, ensuring that no profits are overlooked. Utilize artificial intelligence to discover fresh prospects among your current clientele. Our revenue intelligence engine harnesses both sales and conversational data to generate predictive insights, empowering you to surpass your targets and forecast with assurance. By integrating sales and operational information, you establish a unified source of truth for revenue intelligence, ultimately driving profitability through accurate real-time forecasting. This innovative approach not only maximizes efficiency but also positions your business for sustained success in a competitive market.

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.

All of your customer success information can be gathered in one place, so that your entire company has the information they need. All conversations in one location. Foster relationships with the right people at the right time. With our Gmail integration and Office 365 integration, there's no need to copy-paste or send BCCs. Keep your team informed about the health of each customer and share any updates with them in real-time. Integrate Pulse into your Slack/MSFT Teams to ensure that your leadership team receives all important customer updates in real-time. Your methodology for driving success will ensure consistent customer service. You can increase predictability in your revenue by coordinating all aspects (subscriptions renewals, expansions, etc.). To make more accurate forecasts, you can use customer feedback and health. Notify your team immediately if there are any issues with a customer to avoid any future problems.

Upland Altify specializes in enhancing revenue for businesses by optimizing every interaction with customers, ultimately driving growth. Their approach, known as Customer Revenue Optimization (CRO), empowers sales teams to secure pivotal opportunities, expand revenue within important accounts, and refine sales execution through better alignment within the broader revenue team. Altify’s CRO applications, built seamlessly on the Salesforce platform, are utilized by countless sales professionals, leaders, and executives to enable ongoing customer revenue optimization and sales achievements. The ALTIFY SALES PROCESS MANAGER offers a structured and tested sales framework that enhances sellers' chances of achieving successful outcomes for both parties involved. This tool is tailored to fit specific business needs and is based on effective industry templates, presenting a visual guide to the sales process while providing access to essential content and resources that assist sales personnel in advancing opportunities throughout the sales pipeline. Additionally, by utilizing these tools, organizations can foster a culture of continuous improvement in their sales strategies, leading to increased competitiveness in the market.

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.