Alternatives to ClientPoint

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

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.

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

SalesExec automates the complex sales follow-up process for salespeople. SalesExec eliminates the guesswork of who to call and when to call. Your salespeople can work more efficiently with their leads thanks to guided selling and automated prioritization. This will help them win more deals. SalesExec offers efficiency tools such as local presence dialing to reach 60% more sales opportunities and automated text SMS to reach customers at the right moment in their buying journey. SalesExec will also assist your marketing team by intelligently routing and prioritizing all phone calls and web leads. SalesExec makes it easy for your team to handle thousands of leads. This will ensure you get the best ROI from each prospect by enforcing customer follow-up and outreach.

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

Our platform of solutions makes it easy to collaborate, share and create winning responses, from creating RFPs, RFIs, and Questionnaires to assembling Proposals, Contracts, and Sales Collateral. Our platform's tools and features include scalability and personalization. We have thought of everything. Our core features include custom workflows and real-time tracking, as well as the ability to create unlimited projects. Our core features are available in all our solutions, so you can always access world-class functions that will help you work efficiently and speedily.

#1 Sales Engagement Platform for Salesforce & Gmail users. Groove, a Clari Company, helps sales reps, managers, and operations increase their revenue by up to 25%. Our solution empowers sales organizations to plan and execute targeted outreach at scale, engage top accounts using smart account-based sales features, drive productivity with actionable analytics, and engage top customers with personalized outreach. Our solution powers over 40,000 sales reps from top companies such as Google, Prezi and Slack. Two-way integration between Salesforce and Google Calendar Email open, click tracking & sent later Create, edit & enrich all SFDC objects Automated email sequencing

GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features. Our Digital Sales Room has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts. With a comprehensive suite of features designed to increase win rates, GetAccept stands at the forefront of the digital sales transformation.

Sales Enablement That Closes Deals. The most comprehensive sales engagement platform that combines content, communications, as well as sales intelligence. Every buyer interaction counts. To ensure discoverability, organize recommended content and team collections. This makes it easy to create and personalize content that is always current. Every customer interaction matters - online, mobile, screenshare, and in-person. Unprecedented visibility into all customer interactions - giving reps and sales leaders the insights they need to make better business decisions. Unique rules-based recommendations help sellers find the right content at the right stage of their CRM. This will increase productivity and speed up the sales process. ClearSlide Replay recordings, performance dashboards, and coaching tools allow you to quickly onboard and scale best practices.

You can easily create actionable videos anywhere you are to increase engagement, bookings, sales, and revenue. Increase engagement on social media and emails. You will have more meaningful appointments in your calendar. Your sales funnel will help you get more prospects. Dubb video landing pages can be easily sent via email or SMS to convert viewers into clients. We are here to meet you wherever you are. Get a free trial of Dubb today to discover how we can help you with video. You can easily create dynamic business videos using the Dubb Mobile App. You can share your videos on your favorite channels, and make multiple calls-to action. Track your contacts' engagement via email, forms, video, and calls-to action. The Dubb Mobile App allows you to easily create dynamic business videos. To increase conversions, share to your preferred channels. Track your contacts' engagement via email, video and calls to action.

Streamline sales with centralized, personalized, and trackable sales areas. Eliminate the chaos caused by overflowing email inboxes. Instead, create a space where all of your sales and customer satisfaction materials can be accessed via a single link. Share demo recordings, collaborative action plans and documents, educational content and more. Consolidate your entire sales process into a single, customizable and trackable workspace. We will support you throughout the entire process, from outreach to post-demo to closing, and then on to onboarding and managing your account.

Qorus makes it easier to create business-critical documents. Qorus is a powerful content management tool that helps sales and business development teams bridge content gaps. It offers intuitive, intuitive pitch, proposal, and content management solutions. Qorus allows teams to create accurate and current pitches, proposals and contracts. Qorus can be used on-premise or in the cloud. Qorus proposal management software allows your team to create customized responses for proactive proposals, presentations and pitches, RFQs, and RFPs up to 5X faster. Our proposal management software can be used by anyone in Managed IT Services or SaaS, Professional Services or Legal. It is designed to help you remain competitive and win more business.

This is the best way to interact with people outside of your company. Collaborative workspaces are created for customers, prospects, investors, and partners. Transform customer experience from demo to onboarding. Manage the customer lifecycle, and gain engagement analytics. Clients know exactly where to find it when they need it. All of your links, pdfs and deliverables are stored in one place. You can embed your favorite software, from Figma to Google Slides and Vimeo. Navigate complex deals and onboard your customers. You don't need that spreadsheet anymore. Instead, create a mutually collaborative action plan with customers. Share status, align due dates and assign tasks. Leave comments and upload files. Personalization at scale Brand spaces with custom content. Get feedback and move projects forward. Customers can comment on your work and share key resources via file uploads.

OnePgr is a pioneer in a fundamentally new approach. OnePgr delivers information to you in context of your conversations. This will redefine the way sales reps prospect and sell, support professionals support customers, and how teams get their projects done. OnePgr's vision is based on three fundamental principles: aggregated business information in one location, contextual, embedded communication and shared access for all team members. OnePgr allows you to seed your shared workspace by inviting your team or adding content. All information is automatically gathered. Embedded communication allows you and your team to exchange video messages, hold meetings, share documents, and add bookmarks to the shared workspace. All interaction history, including phone recordings, video recordings, and live chat messages, is preserved. OnePgr recognizes that every functional team requires different workflows, so we have combined OnePgr building blocks to make apps.

Quickpage is the fastest-growing video follow up solution. You can stand out from the rest and offer the best customer experience you have ever seen. Quickpage video email. Quickpage is your virtual way to introduce yourself and your services. Quickpage was created to bridge the gap between customers and salespeople. It's a sales tool that allows you to build trust with your customers and close deals. We want to make salespeople stand out in their field and provide better customer service. We are a group of people who believe that video communication can really change the way people do business. As salespeople quickly learn how to use virtual sales strategies, they are rapidly evolving and increasing in popularity. Do not miss out on this opportunity. You can quickly and easily record or upload videos directly from your smartphone or desktop.

Your documents can be transformed into interactive presentations or webpages with instant branding, analytics and more. Our AI-powered software has won more than 50 digital, creative, and marketing communications awards for clients like. Everything that matters should be packaged. Your document, images and videos are always at your fingertips, no need to use complicated uploading methods or fancy embed codes. You can reuse content from more than 250 web services, 12 cloud storage system, and any files on your device. With intuitive editing, transform your ideas into action. Create beautiful messages. You can save time by searching through 15 million images, using 70 best practice templates and applying design themes. Or, create your own masterpiece. You can work remotely on projects and not miss a beat. Share the most recent versions with colleagues and customers. Define project roles so that you can decide who can view, edit, or own the files. Share once and anywhere with colleagues and clients

You can create video, build microsites and run campaigns. All of this information can be tracked and synchronized back to your CRM. Recording a video can be stressful. OneMob makes recording as simple and flexible as possible. The best videos are as personal and memorable as possible. You want to send personalized videos to hundreds or even thousands of customers? OneMob makes it easy. Our robust sales engagement platform will help you increase your meetings, revenue, and pipeline. All your marketing and sales content can be uploaded, managed and maintained. Create personalized, company-branded web pages with content. Send up to 2500 personal emails, amplified with video. You can create branded links and share them on any channel. Track opens, clicks and watch time. Document downloads. Click clicks. All data will be logged back into your CRM.

Introhive's revenue accelerator platform can help you put your business data to use. No matter your data challenges, Introhive can help. Introhive turns your messy data into real insights, opportunities, and delivers them directly to your revenue team when and where they need them. Automate CRM data entry to save time and help you grow your business. To increase revenue, clean up prospect and customer data. Find new sales opportunities in your existing business relationships. Data driven decisions can be used to reduce sales cycles and increase win rates. Your management team will have the data and insights to guide, coach, maximize employee productivity, drive predictable revenue, and provide leadership and coaching. A finely tuned marketing database with 5-10X more contacts, that is fully enriched and maintained continuously in real-time, will maximize campaign performance.

Sharpen your forecasting and achieve higher close rates. DealPoint is a deal management and collaboration software that helps sales teams succeed in complex solution sales. Our customers' reps experience 2x higher close rates, +20% ACV, and faster velocity. Managers can see forecasting accuracy increase up to 95%. You can easily customize and share a clear path from today to customer benefit. Track who is doing what by aligning your team profiles with those of the buying team. You will need the metrics to prove value and status of deals, as well as two-way integration with CRM. You can easily share case studies, requirements, and the most recent documents in one place. DealPoint keeps SFDC up-to-date for reps because they don't like it. Serious buyers want to know if you can keep your promises.

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

Topo.io allows sales teams to progress with buyers by centralizing all stakeholders, resources and deals in one place. Topo.io can be integrated with your CRM or other business tools to help you keep track of prospect activity and engagement. This will save you time on follow-ups and reports. Share your QBR with your clients in a structured manner. Gather all information shared throughout the sales cycle to ensure a proper onboarding. Identify and replicate the best practices of top-performing employees and share them with the entire team. By providing your Reps with templates that are already adapted to the sales cycle, you can reduce the time it takes to close a deal. Track the best performing content and ensure alignment between marketing and sales.

You can increase your deal close rate by sending personalized offers to prospects via a brand microsite. This allows you to cluster the content that you send for greater impact, engage in personal conversations with prospects, and remind them of important dates. Your personal relationship with your prospect starts at the moment of first contact. It begins with a proposal, moves to signature, then it's onboarding. envivo is the only way to manage all your clients. Answer all their questions, make offers, share documents, manage contracts, and onboard them. envivo allows you to have a personal conversation with your prospects and customers. They can access your offer on any device, whether it's a smartphone, tablet, or laptop. Instead of endless phone calls, emails, and documents, all of the sales process can be done in one place.

SAP CPQ (formerly CallidusCloud CPQ: Enhance customer experience by empowering sales teams and partners to offer complex product configurations and optimized pricing. The SAP CPQ solution allows you to offer the right product at a right price and time. It also makes it easy to connect SAP CPQ with any CRM or ERP platform. Sales reps can sell more channels faster by reducing order errors, generating proposals immediately, and providing channel- and customer-specific pricing. To generate quotes faster, reduce approval times, speed up sales cycles, and allow staff to concentrate on sales, create intelligent, integrated sales processes that automate sales. To maximize sales opportunities, increase cross and up-selling, optimize pricing, and protect margins, improve business insight.

Aligned is the place where B2B Revenue teams and buyers can work together efficiently. Moving the deal/customer project away from back and forth, dull, chaotic, salesy emails, to a single collaborative workspace that each customer can use. Reps are empowered with the ability to communicate better with all stakeholders, to better coordinate on resources, on next actions, and to use analytics to see their blind spots in buyers' journeys. Aligned is used daily by thousands of top revenue reps at companies such as Liveperson and Deel to simplify the complexity of managing their deals and enhance their customer experience by empowering buyers. As we strive to make sales more enjoyable, more impactful, and frictionless, our buyers continue to share their love for Aligned.

Forward helps sales teams win deals and onboard clients faster. Forward's engagement platform centralises resources, stakeholders, sales tools, and interactions into a single digital workspace for seamless collaboration, a standout experience, and faster buyer decision. Forward's digital sale rooms are shareable via a single link, and come with a host of superpowers. Real-time collaboration to ensure smooth deal progress - Sales insights for tracking engagement - Plan mutual-action to keep your deal on course - Auto-personalization for a competitive edge Sales teams can control their deals, reduce friction, and increase conversion rates. Forward offers a free trial to help you discover the best way for you to move your deals forward.

DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).

Our digital sales rooms make it easy to organize, share, and analyze all the information your sellers and buyers need to quickly close deals. All your marketing content, sales content, as well as customer voice, in one place. B2B sales can be time-consuming and difficult. It is difficult to manage content creation, distribution, Zoom meetings, Q&A, and Q&A with 2-20 buyers and influencers. This is where Enable comes in. It streamlines the entire process and allows you to manage it all from one digital sales room. Sellers can spend up to 25 hours per month finding the right content. Content sprawl is real. It makes managing and finding the right content difficult. All the information sellers and buyers need to quickly close deals can be found in one place. Too often, we make it difficult for our champions help us close our deals. Your champion will have to coordinate with their team by coordinating with them via a multitude of emails, meetings and phone calls. Enable monitors all sales activity and alerts sales in real time.

You can scale your business by creating videos that are tailored to each lead. Make your outreach campaigns stand out. Automatically generate personalized front camera videos. You can embed calendar widgets directly on your video page. Potion videos are a great sales tool that you can use at every stage of your sales cycle. A personalized video can significantly increase your response rates to cold emails. Videos with your personal touch can help you speed up sales, close more deals, keep your customers happy, and make the buying process easier. Potion videos are a great sales tool that you can use at every stage of your sales cycle. A personalized video can significantly increase your response rates to cold emails. Videos with your personal touch can help you speed up sales, close more deals, keep your customers happy, and make the buying process easier.

You can save time and headaches by avoiding the tedious copy/paste process and instead use Find & Replace to create new proposals for your customers and prospects. You can simplify your new proposal workflow in just a few clicks. Instead of spending hours customizing new proposals, you will be able to do it in minutes. Your clients with stunning proposals will be noticed. For a more engaging sales presentation, add rich media and video directly to your proposal pages. After your proposal has been accepted, stop chasing payments. To instantly collect your initial payment, turn on proposal payments. Follow these steps to get your client to accept, pay, and review the proposal. To enable seamless sales proposal workflows, connect to the products that you already use to manage sales data. Dynamically create proposals using your CRM opportunities. Push proposal events back into CRM to improve visibility of all in-progress sales deals.

Bigtincan's sales platform helps organizations turn customer engagements into long-term, valued relationships. It uses four pillars: document automation, sales training and coaching and sales content management. Our platform is device-agnostic and was developed in collaboration with Apple. It offers a beautiful, intuitive user interface that can be customized to your brand and the work of your teams. Bigtincan's UI is compatible with both desktop and mobile devices, making it one of the most trusted mobile sales enablement platforms. To extend the functionality of Bigtincan Hub, you can purchase add-ons that include integrated software solutions such as a modern learning management system (LMS), document automation, and a digital catalogue application. Bigtincan can also integrate with your existing tech stack via over 100 third-party integrations.

SmartReach.io is a sales automation platform (cold email software) to hit revenue goals and grow business. It automates cold outreach, personalizes messages with AI recommend, and tracks results using an advanced scheduler and powerful apis & integrations. Pay-as-you-go Pricing SmartReach.io charges based on the number of prospects you contact, the channels you use, and the level of automation you need. You only pay for what you us It's a platform which provides software as a service, not an agency. SmartReach.io helps you generate qualified leads, book meetings, and close deals. It automates outreach across email, LinkedIn, WhatsApp, SMS, and calls, helping you reach more prospects and generate more leads. Unlimited Email Sending (Within Limits) It understands email sending limits set by email providers. Hence allows you to connect and send from multiple email accounts, reducing the volume sent from each one. This lets you send more emails while staying compliant. It provides native integrations with bi-directional sync to CRMs like Hubspot, Salesforce, Pipedrive, Zoho, and others.

Your prospects will have a customized buying experience. You can track their engagement by using advanced analytics when you send them content. With little effort, salespeople can create a custom content portal for buyers to share with their stakeholders. This content page is private and unique to your opportunity. It also offers a better user experience than large attachments that get lost in lengthy email threads. Sho will tell you who is viewing what and how long. You can choose what each individual sees next. We will even let you know when they are looking so you can chat live with them. Sho brings all stakeholders together in one space, making it easier, faster, and more enjoyable for your buyer. Say goodbye to long email threads that contain attachments and links.

Preparing key documents, brochures and other relevant products ahead of time is a good way to add participants. You can make the most of every meeting by having all your marketing and sales resources in one place, ready for you to search and present with ease. A dynamic catalog with descriptions, specifications and videos will showcase your product knowledge. A mobile-responsive website allows you to share and track an automated meeting summaries with potential clients. Beehivr is a perfect complement to your existing CRM solutions. It stores meeting summaries and customer opt-in details, as well as insights and feedback, directly into your CRM.

hify allows you to create beautiful sales videos directly from your browser. Video can help you create a personal connection. Choose from dozens templates to personalize the sales pitch. Hify.io will transform the way you work. Sign up for free to get started and upgrade when you are ready. An implementation manager can help you set up your account quicker according to your goals and obstacles. Our customer care team will help you with any questions, suggestions or troubleshooting. To make it easier for you to get started, we have a large template library, a beginner's glossary, step-by-step guides, and expert insights. Hify.io is used by over 8000 businesses to increase their sales. Hify.io offers the most comprehensive platform for cold-email and prospecting strategies. If you run out of credits before the renewal date of your plan, you can buy additional credits to continue using Hify.io.

Implement sales processes where reps are working - chat, email, and meeting apps - to reduce sales chaos and increase win rates. Luru's reminders for pipeline health and 1-click updates via chat and meeting apps allow sales reps to update the CRM without having to set aside hours. Luru's real-time pipeline health alerts, reports and updates help your team stay informed. Luru's Deal Rooms help you bridge information and revenue gaps by collaborating among sales, product, marketing and other cross-functional departments. Turn any process that you can imagine from a simple sketch into an automated system. You can respond to alerts and update your CRM in the chat app of your team without interrupting your flow.

Upland Qvidian makes it easier to create a winning proposal, and respond to RFPs more efficiently. Upland Qvidian, a cloud-based, feature-rich proposal and RFP automation software solution for enterprises, streamlines content management and improves business efficiency through a single trusted content repository. Upland Qvidian offers many key benefits, including centralizing sales and proposal content and enabling real-time collaboration. It also ensures compliance and allows for the creation and delivery of professional documents.

Vieu transforms every sales pursuit in faster, more strategic wins. Enterprise sellers are flooded with data and insights provided by various Sales Intelligence vendors. They don't need more data, but rather prescriptive contextual action for a specific enterprise pursuit. Vieu generates an entire AI-generated plan of action for each enterprise pursuit, from prospecting to proposal planning.

Salesloft provides the most powerful sales engagement platform to help sellers and their sales teams generate more revenue. The Modern Revenue Workspace™, a Salesloft platform, allows sellers to manage all their digital selling tasks, communicate effectively with buyers, understand the next steps, and gain the insights and coaching they need to win. Salesloft helps thousands of the most successful sales teams around the globe, such as those at Square, Square, Cisco, IBM, Shopify, Square and Square, generate more revenue. Visit salesloft.com for more information.

Your unfair advantage in driving sales growth Winmo is a sales prospecting platform that provides the information you need in order to identify opportunities and close more business with agencies and advertisers. Find your next client today. Our industry-leading sales software gives you the right information, predictive intelligence, and human insight to make sure you win every time. Who is in charge of the budget you are targeting? Winmo provides you with the inside scoop on key decision-makers, their priorities, and more. You can find all the relevant personnel budget by budget so you can get in touch with the right person first time, regardless of whether you are a brand, corporate, agency, or other contact. Are you looking for a new vertical or geographical region? You can quickly ramp up your sales prospecting by identifying the decision-makers and companies that should be on your target lists.

Public tender responses are a complex process that requires you to be familiar with and follow certain steps. Gather and organize all elements that will be included in the bid package in the order specified in the tender instructions. All elements required for your bids: company presentation and CSR, safety, quality, standard waste management plan, etc. All administrative documents necessary for your bid. They all have a uniform appearance: DC1 and DC2 forms in France, certificates, official company registrations, etc. A publishing engine allows for optimized content layout. It makes it easier to personalise and fine-tune responses. It also allows for archiving and tracking of bids. Proposal Studio allows you to personalise and choose the text, images, and documents used in business proposals or bids. Even if the RFP instructions specify a specific format, it is easy to do this. Expert in proposal management with over 8,000 salespeople.

Ravyn is the first and fastest AI sales tool in the world. It captures insights to increase your revenue and strengthen your relationships. Ravyn's AI automatically categorizes and captures insights directly from your notes. Ravyn automatically creates next-generation client profiles as you capture insights. This helps to build deeper relationships and meaningful engagement. Ravyn is the only platform that gives you a more complete view of your clients. This allows you to turn cold business contacts into happy clients. Ravyn is an excellent AI tool for: • Sales Professionals • Account Management • Marketing professionals • Business Development • Customer Success • HR & Recruiting • Investment Managers • Nonprofits & Fundraising

No more email attachments that you have to send (and resend) No more generic sales content. Smart Rooms allow your account, sales, and development teams to deliver personalized content to the right people at the right time. Smart Rooms allow you to create a collaborative digital workspace by bringing together all communications between your customer and you. No more endless emailing. No more redundant meetings. Faster consensus-building and decision-making. Smart Rooms provide account and individual level activity as well as engagement insights. This will help your team to drive account planning and execution. It will also optimize content, allocate resources, and create truly personalized buying experiences. With alarming accuracy, predict which deals will close when. Smart Plays automate sales activities to help you drive the buyer journey forward.

Both commercial and retail insurers have access to rich customer profiles across all product lines and business lines. Employees can use their smart insights to identify new opportunities, convert more leads, or create customers for life. 360++ provides a single, rich view of financial customers, accounts and business units. It addresses the last mile challenges and facilitates seamless transitions between field sales representatives and siloed and peripheral departments within the organization. 360 Search and display all financial products across all product groups in the catalog. This includes the ability access collaterals from anywhere, anytime.

Software to quickly generate proposals, product configurations, pricing, quotations, and order creation. Our standard CPQ Software has been helping companies grow for over 20 years. It also helps to reduce costs and improve quality. Complex sales processes can be made repeatable and scalable by us. This allows for standardization, consistent quality, and the ability of companies to do more with the same amount of resources. Sofon strives to ensure its customers make the most of its solutions within their organizations, so that they get maximum return on Sofon.

Apollo is the platform for your entire end-to-end sales strategy. Sellers and marketers use Apollo to discover more customers in market, connect with contacts, and establish a modern go-to-market strategy.

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.

CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals. CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists. CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.

Buying enterprise software is awful. It's slow, frustrating, and broken. Consensus fixed that. Instead of forcing buyers into a rigid, sales-centric process, imagine getting them what they need, when they need it. Our Enterprise Demo Automation Platform does exactly that by helping your team build automated demos that let buyers choose their own adventure. Buyers get a much easier buying experience. Sellers multiply their impact with unique buyer insights that help them close deals 30% faster, make them 50% bigger, and close them at 2x the rate.

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.