Best Lead-to-Account Matching and Routing Software for Microsoft 365

Demodesk is the number one customer meeting platform for success teams and sales reps. Our platform empowers customer-facing reps to be top performers by guiding them in real time, automating non-selling tasks, and engaging customers at a whole new level. Demodesk automatically loads the best playbook into every customer meeting, providing reps with the right slides and web apps to present, talk tracks, and battle cards on the spot. Sales teams can automate tasks that are not related to selling, such as meeting preparation, scheduling, and CRM documentation. Our screen sharing technology allows customers to interact with the software during meetings. AI-based insights allow sales leaders to understand what's happening on the call, what works, and coach teams in an environment where everyone works remotely. Demodesk seamlessly integrates with your entire tech stack, including G Suite, Microsoft Office and Salesforce.

Key Features of Syncari ADM: Continuous Unification & Data Quality Programmable MDM with Extensibility Patented Multi-directional Sync Integrated Data Fabric Architecture Dynamic Data Model & 360° Dataset Readiness Enhanced Automation with AI/ML Datasets, Metadata as Data, Virtual Entities Syncari’s cohesive platform syncs, unifies, governs, enhances, and provides access to data across your enterprise, delivering continuous unification, data quality, and distribution—all within a scalable, robust architecture.

Calendly makes it easy to schedule meetings without having to send back and forth emails. Calendly takes the hassle out of connecting with others, so you can do more. Calendly makes scheduling easy. It's easy to set up. Calendly will take care of the rest. You can send Calendly links to your friends via email or embed it in your website. They choose a time and the event is added in your calendar. It works with your Google, Outlook and Office 365 calendars so you are never double booked. You can set buffer times between meetings, prevent last-minute meetings, create secret events types, and much more. Supports 1-on-1, round-robin, and collective availability meetings. Instant timezone detection for all your invitees to ensure everyone is on the same page. Automate tasks using Zapier, Salesforce, GoToMeeting and Zapier. It works great for individuals, teams, and departments.

Get the best B2B data delivered on terms that suit your business. It's available, flexible, and ready to help you accelerate your business. Our data reliability is 10x higher than other alternatives due to our best-in-class match rates and match accuracy, fill rate, fill rate, as well as fill accuracy. You can identify customers across channels and infuse CRM, MAP, cloud warehouse, and other systems with the most accurate, actionable data. Our patented technology allows you to tap into our global database of companies, from the smallest company to the largest enterprise. It includes firmographics, hierarchies and technographic. With the best contact data, streaming intent, scoops, and other data available, you can get more than just company data. You can integrate comprehensive B2B data in any system or workflow using cloud data shares, flat files, APIs or orchestration apps.

You can't schedule meetings if the wrong accounts are being used. You must dynamically distribute the correct accounts at the right moment. Increase sales efficiency by finding black holes in your CRM, focusing reps only on accounts that convert and moving to dynamic books. It's time for us to move on from static territories and onto something more resilient. Dynamic books are the answer. We've owned numbers and have been in the RevOps trenches. We've been in the trenches and we know what high-performance teams need. Learn more about the benefits of dynamic books and how they can be a great alternative to static territory. Download our free guide on dynamic book management. Assigning any built-in object or custom object. Adaptive round-robin based on weight capacity and availability. Logging, auditing history, and reporting. All dynamic book management features. Premium onboarding, support and assistance.

Chili Piper Meetings is an automated scheduling tool that helps revenue teams convert more leads to qualified meetings faster. After submitting a form on the website, our intelligent Concierge product makes it easy for prospects to book a meeting and/or start a call. Chili Piper uses smart rules, rather than the traditional inbound lead management method, to automatically qualify and distribute leads to the right reps. Our software allows companies to automate lead handoffs from SDR to AE and book meetings via marketing campaigns or live events. Forrester, Square, DiscoverOrg and Spotify use Chili Piper to create amazing experiences for their leads and, in turn, double the number of leads that they convert into meetings.