Alternatives to RO Innovation

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.

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

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.

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.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Repsly's retail execution platform enables CPG field teams improve field sales performance, promotion compliance, and merchandising execution by connecting them to the data and tools that they need to work smarter in their accounts. Repsly's configurable platform provides field teams with solutions for ordering, scheduling, data collection, time tracking, mileage tracking, sales performance reporting, as well as data collection. Our unique approach to data is what makes us stand out. The Repsly platform aggregates data on shelf-level execution and team activity to help field teams make better decisions that maximize their impact. Repsly's over a decade-long experience in helping CPG teams execute in the field has resulted in more than 5,000,000 in-store activities each month in 80 countries.

ReferenceEdge is the only Salesforce-native app that makes it easier to manage your customer reference program. ReferenceEdge is a Salesforce-native application that enables sales and marketing teams to track who is a reference, what use cases they are used for, and how often. ReferenceEdge allows users to search for references using keywords and filters; automate reference requests; analyze program metrics in real time; manage and share customer information; and much more. ReferenceEdge is a tool that helps you win more deals by improving your sales and marketing efficiency.

Founded in Austin, Texas, Orca was built under the premise to create a simple solution to effectively manage a customer advocacy program within Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful sales application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.

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.

Social proof at scale. Our software converts customer feedback into case studies and testimonials. Reviews and reviews are also created. Hard data can back up marketing claims. To build trust with customers, capture hard-to-get ROI metrics as well as operational results from your customers. You can fuel vertical and persona-targeted advertising. To generate targeted content, you can slice and dice customer feedback according to personas or verticals. With customer proof points, you can stand out from the crowd in competitive markets by highlighting your products and establishing a distinct brand. Social proof points can be used throughout the buyer's journey. You will receive dozens of references, polished case studies, targeted testimonials, and a variety of other information to help you in your sales and marketing efforts. You can capture feedback, validate the response data, publish customer stories, and use them for engagement in your marketing campaigns. This is all done in a fraction of what it takes with traditional methods.

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.

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.

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.

We provide the tools and support that nonprofits need to strengthen relationships with their communities, increase revenue, and maximize their impact. We used the best technology available and designed a solution that meets the changing needs of today's non-profits. Instil holistically manages donors and members, volunteers, advocates, beneficiaries, and advocates to foster nonprofit connections in their community. While many systems can help organizations track transactions and other information, it's not enough. Instil allows your nonprofit to foster relationships with its people. You can discover new connections and strengthen relationships with your community by using real-time data visualization and intuitive insights. Our platform was built by a team of professionals with decades of experience in technology and nonprofit sectors.

Your AI digital assistant that helps you sell better. The best mobile-first sales assistant in the world. Rebuilding the modern sales experience Don't let another sale slip by. Nektar will track who, what and when to follow up so you can focus on closing sales. Receive AI-driven insights, reminders, and alerts about all your leads, opportunities, and tasks. Multi-channel capability to follow up with anyone, anywhere, on any channel. Use Nektar playbooks to quickly coach and ramp up your sales team and new hires. You can customize, implement, and track the sales plays to suit your sales process. Your rules, your plays, with AI at its core. A dash of human expertise! Instead of focusing on reporting on what your salespeople have been doing, focus on helping them sell better. Automate CRM entry and multi-fold CRM adoption. Accelerate revenue growth with real-time CRM updates.

Find out what customers are saying about your reviews and how it affects sales. Engage with customers online, where they most often go. Find the hidden value in customer feedback data to identify what drives revenue at your locations. Get insight and actionable steps to beat your local and national competitors. Learn from the success stories of the nation's top-performing companies and how you can leverage them. Long wait times for food after ordering is a major problem that can have a negative impact on revenue. Assess the current food delivery system and assess whether servers and kitchen staff are properly trained. Your customer feedback can have a significant impact on your sales. Show all levels of management how they are doing at the local, district, or location level. You can monitor business performance, spot operational issues and employee problems, and reply to reviews for all locations from one platform. You can manage customer feedback and social reviews posted to your website.

VocalReferences, which was created by Local Hits Media LLC, solves a very common problem for all business owners: how can I get the most out of the positive feedback from my customers? We have customers across the globe and are constantly developing and releasing new tools.

All your location data can be managed from one secure platform. You can automatically generate SEO-optimized store pages based upon your location data. Optimize your location data and control online consumer engagement across all major platforms, including Google, TripAdvisor, and other external platforms. We work closely together with our partners to ensure that your business information is up-to-date and that your business is visible in local search results. Our latest resources will help you improve your SEO and local marketing skills. The way customers interact with real-world locations is changing. With powerful computers in our pockets and offline sensors, digital maps are becoming more popular. One third of our mobile searches are related to the local area. Half of these results result in a store visit within 24hrs. Our platform is great for agencies and in-house marketing teams.

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

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.

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.

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.

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.

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.

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

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.

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.

Email confirmation and appointment setting, unlimited appointment setup, confirmation text notifications, email upon set-up, digital release waiver, and storage. Also, integrated move ahead and waiting lists, custom calendar and feature settings.

All your SMS Marketing, Customer Loyalty, Referral Program, and Online Reviews can be managed from one platform. Revetize consolidates over 5 different customer marketing programs into 1. (For a price of 1) Our Omni Channel Drip Campaign makes it easy to send smss, email, voicemail, and direct mail to customers in one simple process.

A simple way to collect, manage and publish video reviews and testimonials. GetBravo is a cloud-enabled platform that allows customers to capture, manage and publish video. Ideal for reviewing testimonials and other information. These tools are easy to use and allow you to request and capture video from clients. You can upload a logo file and be up and running in less than 5 minutes. You can download your video and upload it to social media sites, YouTube, Vimeo, or use our video hosting to embed video on your website. You can keep your videos. Our dashboard provides all the tools you need for watching, downloading, and embedding your videos.

Create the right referral program to your SaaS. Rebrand your SaaS and resell to clients. You can customize it to suit your needs. You can deploy on your server and rebrand your client. Deploy on your server, then rebrand and sell to your clients. Transform your customers to referral magnets and track all traffic. Referral links can earn you rewards for every new customer. This system is designed for quick integration and efficient referral program building. You can quickly leverage your existing user base in just a few seconds. Maintaining profitability is important when an app is cost-efficient. Your app users can be instantly converted into referral magnets. Are you looking for specific features or custom-made solutions that match your brand? ReferralMagic's efficient solutions will help you meet your needs. Our mission is to help businesses expand faster and with a lower cost of operation. Our magic equals your satisfaction every step of the journey.

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.

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.

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.

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.

Customers will be happier from the first day. Simple software for customer management. Quick installation: You'll be up-and-running in minutes. Identify risks and opportunities for upselling. Multiple health profiles can be created to align the customer journey, from onboarding to renewal. All your customer data in one place. No more searching for customer data in Salesforce accounts lists or spreadsheets. To simplify customer segmentation, we integrate with your entire tech stack. Catalyst is designed for customer success managers. Our workflow features take out the hassles of customer management like updating Salesforce fields or logging calls & meetings. Catalyst is a workflow tool that can be used by any customer success manager, sales executive, or CEO.

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.

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.

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.

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.

Later Influence offers end-to-end relationship and workflow management, automation, and measurement of integrated influencer, referral, and loyal marketing programs that benefit multiple touchpoints. We use a different approach to influencer marketing in order to activate all types of influencers across your customer experience journey. Work with Macro and Micro-Influencers on original content, such as social posts, blogs, photos, videos, voiceovers, and more. Activate Micro Influencers, Advocates, and Referrers by referring followers and friends to retail destinations and content via trackable referral codes and links. Engage Micro Influencers, Advocators, Referrers and Loyalists in product or service reviews and survey responses to support Research. Reward Advocates and Referrers with incentives such as product samples, discount codes or loyalty points, based on their content or activation performances.

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.

Vouch is a video communication product that helps teams create, collaborate and communicate with short-form video.

CiviClick is a suite AI-powered grassroots advocacy tools designed to increase stakeholder engagement and influence policies. CiviClick is their flagship product. It's a modern advocacy platform that allows organizations to create, track, and manage impactful grassroots campaigns. It has gamification modules, AI-driven messaging assistance, and omnichannel engagement tools to increase advocate participation. CiviBoost offers pay-for performance advertising solutions. It leverages a proprietary database with over 85 million activists, to expand campaign reach via various channels including email, SMS, and social media ads. CiviManage provides tailored campaign management services to help organizations execute tasks that are critical to the success of a campaign. CiviRefer rewards advocates who recruit new supporters and foster community growth.

Tools to quickly and easily collect testimonials and endorsements that are socially verifiable. One central dashboard for approval, prioritization, and display of trust factors. Display the above proofs that are specific to your landing pages or campaigns for maximum results. There are many combinations that can be used to optimize your A/B testing results.

Simple Sales Tracking, a web-based CRM software that tracks, analyzes and forecasts individual and team sales pipelines and contacts, is web-based. Simple Sales Tracking was developed out of a need in our sales team. We tried many crm sales tools back in 2005, but each one proved too complicated, difficult to learn or expensive. All your important files should be kept together so that they are easily accessible to your entire team. You can also link the files to your Sales and Contacts so that you can quickly retrieve them. Keep track of all your to-dos. Fully featured task management system, which is also integrated into the Contact and Lead Management features. Any important email message you send to your personal email address will be automatically stored in the system. A link will also be created between two email addresses that are identified as matching any of your Sales or Contacts emails.