Best Customer Revenue Optimization (CRO) Software for Small Business

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

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.

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.

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.

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

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.

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.

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.

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.

Aviso's predictive AI modeling expertise has been proven at Fortune 500 ($5B+) and high-growth business leaders for over six years. Aviso's predictive modeling is highly accurate and flexible across all net new and renewed business models. It also allows for deep enterprise customization. Aviso's unified Forecasting blends the best in human and AI judgements with the most sophisticated global rolling up forecasting in industry. This allows sales reps, managers and VPs to focus on the future and drive timely team actions. Aviso is the only tool that can predict run rate business. With Deal Level Forecasting, you can see all deals that were called in or out of forecast. Audit your trail of judgment across all levels of management (roles and deal amounts, CRM fields). You should immediately spot discrepancies in your forecast and resolve disagreements among members of your sales team.

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.

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.

Sales Acceleration software is a tool that can help you increase sales, drive revenue acquisition, and retain customers. It gives you the tools to "work the account", by improving your systems and your processes. The longer you wait the more opportunities for political parties to form. To have the best chance of closing, you must act quickly. Advanced account planning and opportunity management gives you more control over your deals. You know the next steps, who is involved, and what key activities need to be completed. You can increase sales by closing deals as quickly as possible. You are a sales leader and must maximize revenue production. You must empower your sales teams to create more opportunities, increase win rate, and reduce sales cycles. It's crucial to work with your colleagues on messaging and positioning as stakeholders start responding.

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 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.

Ambition is the #1 sales performance software. It transforms sales teams into powerful revenue generators. Our tools allow sales leaders to draw intelligent insights from data and create a culture that encourages success on the sales floor.

ChurnZero, a real-time Customer Success Platform, helps subscription businesses combat customer churn. Its software solutions enable businesses to understand how customers use their product and assess their health. This allows them to improve product adoption and increase renewal rates. Businesses can also personalize their customer experience by providing timely and relevant touchpoints.