Alternatives to Rattle

Guru transforms how teams access and trust information. As an AI knowledge platform, Guru unifies company data across chats, documents, and applications, giving people and AI assistants reliable, cited answers right where they work. It connects to systems like Slack, Teams, Salesforce, and Google Workspace to surface verified insights without constant searching. With automatic verification, source visibility, and permission-aware access, Guru keeps information accurate and ensures your organization operates from one dependable source of truth.

PagerDuty, Inc. (NYSE PD) is a leader for digital operations management. Organizations of all sizes rely on PagerDuty to deliver the best digital experience to their customers in an ever-on world. PagerDuty is used by teams to quickly identify and solve problems and to bring together the right people to prevent future ones. PagerDuty's 350+ integrations include Slack, Zoom and ServiceNow as well as Microsoft Teams, Salesforce and AWS. This allows teams to centralize their technology stack and get a holistic view on their operations. It also optimizes processes within their toolkits.

Conquer allows sellers to close more deals by reaching your economic buyers faster, where they want to talk, without ever leaving Salesforce. Sales leaders can directly correlate each omnichannel touchpoint to closed-won business to gain a deeper understanding of your revenue generation process. - Reach and close buyers faster by combining enterprise grade voice and omnichannel communications with smart follow-up cadences. - Gain visibility and drive rep efficiency without relying on rep data input through automated logging of all rep activities without application switching in a “single pane of glass” in Salesforce.com. - Close more revenue with less ramp up and training through guided selling with real-time delivery of competitive battlecards and objection responses. - Understand your revenue generation process at a deeper level with Conquer’s intelligent reporting correlating every rep action to closed-won opportunities. Ready to Conquer your day?

The backbone of revenue management lies within a central nervous system that ensures no revenue signal goes unnoticed. By delivering the appropriate data to the right individuals at the precise moment and location they require it, you empower them to excel in their roles. It is crucial to stay informed about significant developments, whether it's tracking leads, closing deals, or handling cases. Provide your team with the necessary insights and direct them towards the most effective actions. Integrate your workflow with platforms you already use, such as Slack and MS Teams, allowing seamless search, access, and editing of your CRM. Understand critical metrics, monitor team activities, and step in to provide coaching as needed, while also measuring performance and assessing the impact of vital initiatives. Troops alerts you instantly about events that could significantly influence revenue, simplifying the process for teams to identify and execute the right actions promptly, regardless of the device in use, enabling peak performance. Furthermore, Troops streamlines routine tasks for customer-facing teams, allowing them to allocate more time to engage with customers and prospects, ultimately driving higher satisfaction and success through enhanced focus on relationship-building.

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.

Reduce your prospecting time by 50% while achieving superior results. By concentrating on your company's unique personas, you can enhance the number of qualified meetings, streamline your prospecting efforts, and bolster revenue. Maintain momentum in your outbound strategy with a meticulously targeted lead generation platform that seamlessly integrates with all your sales tools. Only acquire leads that align with your ideal customer profile, utilizing criteria such as company size, technology usage, social media presence, and departmental structures. These leads are automatically funneled into your tailored sales engagement campaigns. Say goodbye to time-consuming tasks that drain your sales representatives, eliminating the need for spreadsheets, list cleaning, and lead deduplication. Personas enables sales reps to save between 10 to 22 hours weekly compared to traditional manual lead selection methods. Enjoy a unified platform dedicated to effective lead management, as Personas syncs in both directions with Salesforce, HubSpot, Outreach, and other tools, ensuring your lead information remains current across the board. It intelligently avoids sourcing leads that already exist in your CRM, helping to maintain a clean and efficient database. With this platform, your sales team will be empowered to focus more on selling and less on administrative tasks, ultimately driving greater success.

Stop missing out on deals during the crucial two-hour gap between when a lead replies and when you respond. ColdStack consolidates all cold email replies from platforms like Instantly, Smartlead, and EmailBison into one dedicated Slack channel, allowing your team to view and take action without delay. Each response generates an instant notification complete with comprehensive engagement details, including who opened the email, the timing, and the frequency of views. Your team can efficiently reply within Slack, while ColdStack ensures that all interactions are synchronized bidirectionally with your original platform, eliminating the hassle of switching between various dashboards, Gmail, and Slack. Designed specifically for cold email agencies and sales teams that operate within Slack, ColdStack also offers mobile compatibility through Slack's app for seamless communication on the go. This integration enhances your workflow and maximizes your response rate, ensuring that no opportunity slips through the cracks.

Knowz AI offers a comprehensive enterprise solution that provides immediate answers to queries, streamlines workflows, and safeguards company knowledge across all business applications. Designed with security in mind, it adheres to compliance and governance standards, boasting certifications such as SOC 2, ISO 27001, HIPAA, and GDPR, and can be utilized in on-premise, private, or GovCloud settings. Its AI Search feature is tailored to match your organization's specific language, seamlessly integrates with platforms like Google Drive, SharePoint, Salesforce, SAP, Workday, Slack, Zoom, and more than 1,000 additional systems, and automates the classification, approval, and distribution of documents, eliminating the need for manual intervention. The Workflow Automation capability enables AI-powered approvals for HR, legal, and IT functions, generates reports and compliance documents automatically, and initiates company-wide actions, such as updating Salesforce or approving policies directly through the platform. Additionally, the integrated Genius Mode provides real-time fact-checking, complex multi-step reasoning capabilities, AI voice coaching during meetings, and insights that can be accessed as needed. This multifaceted approach empowers businesses to enhance efficiency and decision-making within their operations.

Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.

By utilizing a unified interface for managing tasks, appointments, leads, and additional functions, users can eliminate uncertainty regarding their next actions and timelines. The implementation of sales cadences ensures that engagement remains structured and reliable, whether during outbound prospecting or regular customer follow-ups. Additionally, sales representatives can save valuable time with features that allow for repeatable cadences, automated mass email functionality, customizable email templates, and much more. The integration of Salesforce and Salesvue data within a single platform delivers critical insights on the timing of follow-ups, engagement consistency, essential success factors, and conversion metrics throughout the sales process. This centralized approach allows sales representatives to minimize time spent on administrative duties, enabling them to focus on more direct conversations that lead to increased deal closures. Ultimately, this streamlined system empowers sales teams to operate more efficiently and effectively in their pursuit of success.

For independent software vendors (ISVs) who are either just entering the cloud marketplace scene or aiming to expand their presence across various platforms, Invisory serves as the ultimate go-to-market (GTM) tool that accelerates and streamlines your efforts. Achieve success on major platforms such as Salesforce, Azure, and AWS while utilizing fewer resources and minimizing time spent. Invisory is designed to synchronize your distinct value proposition messaging and sales strategies with your cloud ecosystem, facilitating seamless selling, co-selling, and market entry through top cloud marketplaces. You can easily track, manage, and enhance your co-selling opportunities with our platform. Additionally, you can take advantage of features like automated deal registration, strategic playbooks to capture the interest of cloud marketplace sales teams, and essential GTM resources such as solution sheets and sales presentations. Furthermore, we ensure compatibility with your sales procedures via integrations with platforms like Salesforce and Hubspot, making your transition to cloud marketplaces smoother than ever before. Ultimately, Invisory empowers ISVs to maximize their potential in the competitive cloud landscape.

Elvance offers advanced tools for managing opportunities and provides profound insights that enhance forecasting accuracy, return on investment, and teamwork. Fully integrated with Salesforce, Elvance utilizes AI-driven scorecards to identify key elements that boost win rates, speed up revenue generation, and elevate the customer experience during the sales process. To fully harness your potential, it's essential to align your sales efforts more closely with your clients. As a tool that is entirely native to Salesforce, Elvance allows for a more profound understanding of your current data and fosters better collaborative efforts. Engaging with customers outside of your Ideal Customer Profile can incur unnecessary costs. Concentrate your team's focus on the opportunities that truly make an impact. Recognizing value is the first step towards achieving it. Enhance the initial phases of your customers' journeys by monitoring their objectives. Create tailored templates to gather critical data points that affect your opportunities. Additionally, observe patterns throughout the sales process and utilize AI to gain more in-depth insights into your opportunities. By doing so, you can make more informed decisions that lead to greater success.

Effortlessly generate insightful survey questions by scanning your website in just seconds. Our innovative AI tool analyzes your site to create relevant survey inquiries, which can be embedded seamlessly into any platform. With Evo, our intelligent chatbot, automated follow-ups with customers become a breeze. Explore the responses, results, and actionable insights that emerge from your surveys. Evo methodically scans your website to recommend customized questions tailored to your needs, aligned with industry standards and best practices. You can integrate these surveys smoothly into your existing customer interactions. The AI-driven platform, TheySaid, goes a step further by probing deeper and asking personalized follow-up questions in real-time, enhancing customer engagement at the moment they are most receptive. With conversational follow-ups that feel organic, Evo facilitates ongoing dialogue to uncover richer insights. Analyze survey responses through AI-generated summaries, allowing us to identify recurring themes that require your attention. Additionally, we will help you pinpoint essential action steps to improve your services while also assessing customer satisfaction on an account-by-account basis. By leveraging this technology, you can enhance your understanding of customer needs and drive meaningful changes in your approach.

SalesWings transforms the way revenue teams understand and engage with their buyers by turning behavioral data into actionable intelligence. Built for modern sales, marketing, and agentic teams, the platform identifies buyer intent, prioritizes leads, and enhances sales execution through real-time scoring, alerts, and AI insights. Integrated natively with Salesforce, Marketing Cloud, Braze, and Agentforce, SalesWings eliminates data silos and unites customer insights under one intelligent view. Its Lead and Account Scoring Engine leverages first-party intent signals and firmographic data to rank prospects and highlight opportunities most likely to convert. The AI Sales Copilot assists reps by surfacing buying triggers, recommending talk tracks, and automating follow-ups. For marketers, it provides deep campaign analytics, helping teams optimize content and timing to drive engagement. The platform also empowers digital agents and bots with human-like buyer understanding, enhancing automation accuracy. From lead generation to account expansion, SalesWings ensures every interaction is timely, relevant, and revenue-focused.

Reintroduce meaningful relationships into your CRM with the top Key Account, Opportunity, and Content Management Suite designed specifically for Salesforce-focused organizations. Experience a remarkable 100% boost in both team collaboration and user engagement, allowing sales teams to formulate 5-10 new comprehensive account plans weekly. Initiate our app implementations and begin the onboarding journey within just a week, while significantly reducing the time allocated to account plan presentations by an impressive 80%. You've already invested in Salesforce, so empower your salesforce to maximize its potential. Transform the platform into a comprehensive strategic sales solution that B2B sales, operations, and support teams will eagerly embrace, utilizing the only all-encompassing Salesforce modernizer available. Gain insights into critical deal progression to proactively manage at-risk deals and pinpoint essential objectives while crafting actionable plans for swift victories. Additionally, uncover whitespace analysis and growth prospects within your key accounts. Prolifiq CRUSH: The ultimate tool for proactive account planning within Salesforce, serving as your reliable source of truth while closing deals. This innovative solution not only streamlines your processes but also enhances overall sales effectiveness.

Tailored for B2B companies aiming to boost their win rates, streamline response management, and acquire deeper insights for enhanced decision-making and a unique customer experience, Avnio offers transformative automation solutions. With 'Avnio automation,' we are bridging the gaps in the sales process. Whether your goal is to generate flawless proposals through the Avnio Response Cloud, optimize your Salesforce data utilization via Avnio Tables, or access immediate answers on-the-go with The Avnio Assistant, our offerings cater to your needs. At the core of our solutions lies advanced technologies like machine learning, GPT, and natural language processing. Each action contributes to Avnio's growing intelligence and precision, allowing you to concentrate on what truly matters — your customers. Since our inception, Avnio has embraced a remote work culture, which is why collaboration is fundamentally integrated into our approach. Furthermore, all of our solutions are designed to seamlessly integrate with your preferred applications, including Slack, Teams, and Salesforce Chatter, ensuring a smooth user experience. By leveraging these partnerships, we enhance productivity and foster a more connected work environment.

Summize drives smarter and simpler contract workflows, uniting business and legal users. Summize painlessly integrates with familiar tools such as Microsoft Teams, Slack, Salesforce, Jira and Microsoft Word for a smooth user experience. At its core, the Summize Contract Analysis Engine combines human experience and AI-powered technology to digitalise legal procedures, instantly producing concise summaries with actionable tasks. Accelerate and simplify the whole contract lifecycle, without replacing your existing ways of working. It’s CLM with a difference.

Knock2 is an innovative platform aimed at converting anonymous visitors on websites into viable sales prospects. By analyzing and enhancing visitor profiles, it empowers businesses to connect with potential clients through tailored email campaigns and AI-driven chat communications. The platform integrates smoothly with popular tools such as HubSpot, Salesforce, and Slack, facilitating effective data management across various systems. Knock2 serves sales, marketing, and customer success teams by automating outreach efforts and refining engagement tactics. Many users have noted a rise in pipeline coverage and a streamlining of their sales processes, underscoring the platform’s capability to effectively capture and convert leads. Additionally, its user-friendly interface allows teams to quickly adapt and utilize the features for maximum impact.

We simplify the process of bidirectional data integration, ensuring that all your essential business data is effortlessly synchronized across key software platforms, eliminating the need for hours spent on data entry or coordinating with colleagues. This means your Sales, Marketing, Support, and Finance teams can all collaborate seamlessly and stay aligned. If your business involves eCommerce, we provide integration for the software applications that your team currently relies on, enabling two-way communication. Achieve bidirectional marketing automation integration for your Salesforce sales teams and receive insights from your Mailchimp marketing executives directly. You can also experience marketing automation integration tailored for your NetSuite sales team alongside Mailchimp, all presented conveniently on your dashboard. Discover how fitness companies around the globe are overcoming their data integration challenges with Mindbody syncing to Infusionsoft by Keap. Additionally, by integrating Constant Contact with Salesforce, you can monitor your marketing metrics in real-time. With SyncApps, you can effortlessly connect your Cloud, On-Premise, or Plug-in applications with your CRM, Financial systems, Marketing tools, eCommerce platforms, and more, streamlining your operations for enhanced efficiency and productivity. This integration not only saves time but also enhances collaboration across departments, ultimately driving better business outcomes.

Omega is a proprietary AI agent embedded directly within Slack, designed to enhance sales workflows by automating routine tasks, providing valuable insights, and encouraging team members to adopt best practices with ease. It integrates smoothly with essential applications such as Slack, Google Drive, Apollo, Salesforce, and various transcript systems, effectively streamlining time-consuming activities like generating call agendas, summarizing expert discussions, finding pertinent documents, and monitoring deal progress. Operating as a modular, multi-agent system, Omega employs specialized roles orchestrated through frameworks like AutoGen to strategize, implement, and verify actions throughout the workflow. This innovative framework is built on a cloud-native, serverless architecture leveraging AWS Lambda and Step Functions, allowing for significant flexibility and scalability. Additionally, the system's observability and iterative capabilities are enhanced through tools such as Langfuse, Promptfoo, CI/CD pipelines, and Terraform, ensuring continuous improvement and adaptability in the sales process. The comprehensive integration of these tools makes Omega an invaluable asset for teams looking to optimize their performance.

Calendly is a modern scheduling platform that helps individuals, teams, and organizations save time and reduce the hassle of booking meetings. With Calendly, you can set your availability, share a custom link, and let invitees pick a time that works — all without the back-and-forth emails. The platform syncs automatically with your existing calendars, avoiding conflicts and keeping everyone in the loop. Ideal for professionals across sales, recruiting, customer success, consulting, and more, Calendly supports one-on-one meetings, team availability, group sessions, and automated lead routing through round robin scheduling. Built-in time zone detection, buffer settings, and meeting limits ensure control over your schedule, no matter how simple or complex. Calendly integrates seamlessly with your existing tech stack, including Google Calendar, Outlook, Zoom, Microsoft Teams, Salesforce, HubSpot, Slack, and payment tools like Stripe. Automate reminders, follow-ups, and post-meeting workflows to keep your process running smoothly. From solo entrepreneurs to enterprise teams, Calendly helps you schedule smarter and make every meeting count. Get started for free—no credit card required.

Introducing Sellular, the ultimate platform designed to elevate your sales team's performance. Manage and implement comprehensive sales outreach initiatives from a single interface. Moreover, effortlessly track all sales activities in Salesforce as they happen, ensuring real-time updates. This allows your representatives to dedicate more time to selling rather than switching between applications; with automatic data logging, tailored views, and streamlined workflows, efficiency is at your fingertips. Sales reps will no longer waste precious time updating Salesforce manually. Capture all necessary information on-the-go, eliminating the reliance on spreadsheets or note-taking apps. Operate your entire workday smoothly within Sellular. Your team will appreciate the reduction in clicks, the minimized need for toggling between platforms, and the improved overall functionality that enhances their daily tasks. Embrace the future of sales management with Sellular and watch your productivity soar.

Create forms, surveys, and polls for various platforms effortlessly, allowing you to save significant time that would otherwise be spent on tedious form development. With Jira, you can instantly generate a new issue in your project whenever a form is submitted. In Slack, receive immediate notifications within a channel as responses come in, enabling quick reactions. Data can be sent directly to Google Sheets, with results updating automatically as they are received. Use Intercom to streamline your workflows by incorporating forms and surveys into emails, conversations, messengers, or shared links. Trello allows for direct submission of form responses, ensuring your team can collaborate and respond swiftly. Enhance your website's engagement by embedding a chat widget, which helps you gather more insights from visitors. Additionally, HubSpot facilitates the automatic creation or updating of contacts upon form completion. Likewise, Salesforce enables the automatic generation of leads every time a form is filled out, streamlining your lead management process even further. This interconnectedness fosters a more efficient workflow across your tools.

Engage with your website visitors through Smallchat and transform them into loyal customers. This tool operates directly within your Slack team, eliminating the need for any additional software to master. You can easily chat with both website visitors and your team members from a single interface. Each interaction generates a new thread, allowing your team to handle conversations efficiently in one location. Tailor Smallchat with simple styling options to ensure it aligns perfectly with your brand's identity. Monitor your monthly interaction statistics to evaluate your business's performance. Initiate conversations easily with personalized trigger messages to actively connect with visitors. With Smallchat, there's no necessity to complicate your workflow with extra software; instead, consolidate all your communication within Slack for a streamlined experience. Enhance your customer engagement efforts today!

Avina is an advanced platform that leverages AI for automating revenue processes and providing signals intelligence specifically designed for B2B sales teams. It consistently gathers and enhances real-time buying indicators by analyzing anonymous website visits, which include intricate interactions such as scrolling, highlighting, and copying text, along with engagement metrics from advertisements and emails, LinkedIn activities, job transitions, updates from CRM systems, and additional sources. These signals are then scored and organized into a prioritized “Signals Inbox” to facilitate better decision-making. With an easy-to-use web SDK and seamless integrations with popular tools like HubSpot, Salesforce, Slack, Outreach, and SalesLoft, Avina constructs an automated and cohesive customer data platform that highlights the most valuable prospects and suggests optimal actions. The AI also aids in creating tailored outreach messages, generating briefs for meetings before and after they occur, synchronizing activities with CRM systems, and activating specific workflows. Implementation is quick, allowing teams to get started in under 30 minutes and witness improvements in their sales pipeline within just a week. Furthermore, the platform is supported by robust security measures, including TLS/AES encryption, role-based access controls, and comprehensive audit trails to ensure data integrity and confidentiality. Overall, Avina empowers sales teams to operate more efficiently and effectively in a competitive landscape.

Avochato is an intuitive text messaging platform designed specifically for sales, support, and operations teams. This software provides companies with a seamless way to engage their customers, increase response rates, and boost conversion rates. Among its features are a lead-generation chat widget, a live inbox, broadcasting capabilities, automated surveys, customizable APIs, message templates, and status tracking tools. Additionally, Avochato boasts compatibility with prominent business services like Slack, Office 365, Salesforce, and Desk.com, enhancing its utility in various operational contexts. By utilizing Avochato, businesses can streamline their communication processes and improve customer interactions significantly.

Praiz is a Sales coaching app for teams selling over the phone or video calls. All your business meetings can be easily found, managed and replayed in one place. Replay calls, share feedback, coach your team.

Transform your Slack interactions into a streamlined ticketing system with Halp, a contemporary help desk designed for those who cherish Slack. By enhancing the happiness and productivity of your remote teams, Halp allows you to convert any message into a ticket simply by using an emoji. You can track your team's requests from any source, ensuring that you never repeat the same task. With a robust workflow engine and machine learning capabilities, Halp accelerates the resolution of routine inquiries and tasks. Your colleagues are more than just customers; they are your friends, and communicating naturally makes ticketing effortless. Halp's advanced Ticketing Platform is ideal for rapidly expanding teams, and if you already utilize another ticketing solution, we provide seamless integrations with platforms like Zendesk, Jira, and many others. Experience the difference in efficiency and collaboration that Halp brings to your team’s workflow.

Hoopla is an automated, real time sales motivation and performance management system. Hoopla celebrates wins via streaming channels that include leaderboards and dashboards, progress bars, as well as data automatically gathered by Salesforce. Hoopla is a tool that can provide real-time data for sales, customer service and support, marketing teams, as well as other departments. Hoopla's Gamification features allow you to apply game mechanics to milestones. You can leverage contests such as face-offs or tournaments. Gamification can be used internally to increase productivity and performance in any department. Use Hoopla to connect your office with a digital signage solution. Stream company announcements, videos and motivational quotes. You can keep your team motivated with the Hoopla mobile application and key integrations such as Slack.

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.

Numerous organizations utilize Trustpage to streamline the process of handling questionnaires, sharing vital documents, and conducting security reviews efficiently. Assess whether vendors align with your security standards and evaluate various solutions to identify which tools can be trusted with sensitive information. Contractors are no longer required to fill out security questionnaires, as Trustpage’s question-answering feature allows for the completion of entire forms in just minutes. Equip your team members to respond accurately to security inquiries by sourcing approved answers through the Trustpage browser extension. Gain a competitive edge by optimizing the review process, ensuring a smooth InfoSec experience from the beginning to the end. Automate non-disclosure agreements, enhance visibility into security operations, and minimize the communication back-and-forth between teams to expedite deal closures. Additionally, integrate your Trust Center with popular platforms like Slack, Salesforce, and Hubspot to seamlessly embed security protocols into the existing tools your team already employs. By doing so, you can foster a more efficient workflow that benefits the entire organization.

How does the sales team determine which opportunities to pursue, and can they trust their choices? ASPEC handles the exhaustive research and strategic planning, meticulously evaluating each opportunity listed in Salesforce so the team can stay focused. By assigning an accurate intrinsic value to each opportunity and continuously updating it as the sales cycle evolves, ASPEC ensures that priorities are clear. Utilizing this value alongside its proprietary computer model, ASPEC systematically organizes the opportunity list, placing the most critical items at the forefront every day. The platform is designed to sharpen the sales team's focus on a singular objective—boosting sales. With its patented modeling and smart analysis, ASPEC employs a user-friendly graphical interface that keeps all crucial details in sight, ensuring nothing slips through the cracks. Additionally, the Expert function guides users through a thorough examination of each opportunity, posing essential questions to guarantee that every aspect is thoroughly understood and that the team is well-positioned for success. This comprehensive approach not only streamlines the sales process but also enhances the likelihood of closing deals effectively.

Gain insights into cadences' effectiveness while keeping tabs on your team's engagements. You can easily access information on leads, contacts, accounts, events, opportunities, cases, and campaigns. Navigating new applications and the specific business logic they carry can be quite challenging for anyone outside of Sales Operations, often leading to vital data being trapped within these platforms. Our mission is to empower Sales teams to stay ahead by swiftly accessing essential sales data, eliminating the dependency on Sales Ops for generating reports and KPIs. Although Revvy primarily showcases data from Salesforce and similar platforms, it's important to note that a Salesforce license is not required to create or view reports through Revvy. This tool is available for free and enables users to share Salesforce-related data with anyone, regardless of their account status. While traditional BI systems are built to handle extensive data queries and analysis, Revvy prioritizes delivering actionable operational insights that can enhance your team's performance significantly. By simplifying access to this information, Revvy ensures that Sales teams can make informed decisions quickly.

Thriving in the current mortgage landscape necessitates an efficient and refined sales strategy. Velocify®, part of the ICE Mortgage Technology™ Platform, harnesses the power of sales automation to enhance your team’s organization and keep them centered on activities that generate greater revenue. By streamlining and implementing your tailored sales process in Salesforce, your sales executives, Salesforce administrators, and loan officers will be better equipped to expand the business and finalize more loans. With this integration, your Salesforce setup transforms into a robust tool for prospecting, closing deals, and generating insightful reports. Are you prepared to boost your lead conversion rates by an impressive 400%? Access mortgage leads from more than 1,400 integrated sources, automatically allocate new leads, reassign those that have yet to be addressed, prioritize sales communications, and design personalized sales workflows to ensure all leads receive prompt attention. By responding swiftly to urgent leads, you can adopt smarter selling techniques and ultimately close a greater number of loans, leading to increased profitability and growth opportunities for your business.

Magentrix portal for partner relationship management (PRM) can help you increase the productivity of your channel partners. You can customize the look and feel of your brand. You can control access to standard and customized objects, files, document sharing and eLearning. FEATURES Partner onboarding, Playbooks and Training & Certification, Pop-up Alerts, Deal Registration, Document Management, Content Management and Market Development Funds (MDF), among other things! INTEGRATIONS Magentrix seamlessly integrates with your CRM (e.g. Magentrix seamlessly integrates with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot, and many more) to provide a single source of corporate data. You have complete control over security and permissions. Intelligently optimizes Salesforce data synchronization for faster data access and high performance. You can extend your portal with the growing number of 3rd-party applications (including Zapier), or you can use the RESTful API for integration.

Accelerate your growth in eCommerce by leveraging Salesforce Commerce Cloud, previously known as Demandware, which is designed with a focus on your customers. Maintain a competitive edge with a flexible commerce platform that integrates seamlessly with the leading CRM in the world. By connecting Commerce Cloud 360 with Slack, you can enhance collaboration, adjust rapidly to market needs, and create a cohesive customer journey that enhances success from any location, tailored for various industries. Boost both revenue and customer relationships through a fully integrated digital journey that combines data unification, personalized interactions, and revenue growth across multiple channels, facilitated by automation and AI, all anchored in a single source of truth. Increase your conversion rates and foster brand loyalty with a streamlined customer experience that spans from marketing and sales to commerce, fulfillment, service, and more. Choose between user-friendly click-based options or more sophisticated coding tools to build your ideal solution. Innovate quickly to keep pace with customer expectations, scale your operations globally, and adeptly respond to varying demand levels. Additionally, expand your commerce capabilities through a robust ecosystem of partner applications to enhance your offerings. This comprehensive approach empowers your business to thrive in an ever-evolving digital landscape.

Loisa AI serves as an intelligent agent for lead qualification, enhancing each signup by effectively synthesizing data and insights. It evaluates and ranks your leads by matching them with your established criteria, delivering concise summaries, scored insights, and tailored outreach to accelerate your sales process. Seamlessly integrating into your current workflow, Loisa AI operates within your Slack, email, and CRM environments, autonomously gathering necessary context without interrupting your established routines. We develop Loisa AI to function as your personalized sales assistant, mimicking your communication style and adhering to your strategic guidelines. Furthermore, Loisa evolves continuously, fine-tuning its performance to maintain optimal efficiency and effectiveness in your sales efforts. With Loisa AI on your team, you can expect not only improved lead management but also a more streamlined approach to closing deals.

Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.

Teamspective is an innovative platform for people analytics that enhances team performance through effective feedback and data-informed leadership strategies. It allows you to monitor aspects like employee engagement, well-being, team dynamics, and diversity, equity, and inclusion (DEI). Featuring customizable and research-based questions, it offers a quick response time of just 30 seconds within Slack or MS Teams. By facilitating data-driven conversations, it empowers teams to make improvements effectively. Additionally, it helps unveil the intricate networks within your organization by identifying essential connections and potential bottlenecks. This platform is particularly beneficial for rapidly growing companies aiming to maximize employee engagement and optimize team organization. You can also overlay engagement data to pinpoint unique challenges and focus areas within various departments. This ensures that planning for organizational growth and restructuring is executed with greater insight. With the ability to integrate 360-degree feedback into Slack or MS Teams, it boosts feedback activity by six times through intelligent engagement strategies. Furthermore, it offers in-app guidance to cultivate feedback skills on a larger scale, ultimately enabling the collection of unbiased data for comprehensive and reliable performance evaluations. As a result, teams can thrive in a more informed environment, fostering continuous improvement and collaboration.

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).

Dooly is the fastest way update Salesforce, take sales notes and manage all your deals. Spend more time with customers and less time logging and organizing your notes. Dooly syncs all your Salesforce data for you. With 1-click edits, you can save hours of Salesforce work. You will always know what to say during your calls. You can close more deals by using talking points, content, or battlecards that pop up in your notes. You can add Salesforce fields to your notes and update them as text. Your admin can be set up to run automatically. Salesforce syncs all your notes, fields, activities, and more in real-time. Templates that you can add Salesforce fields and share with your team will help you sell faster. Dooly can identify new contacts and add them to Salesforce in just one click. You can also see the next steps and all notes history for each deal.

We are excited to unveil the Peeklogic Connector plugin, which is crafted to integrate Salesforce and Jira, ultimately boosting both cost-efficiency and productivity for our clients. This robust solution facilitates uninterrupted interaction between sales and development teams, removing the obstacles created by their separate environments. Envision a scenario where your support, development, and product teams engage through Jira while your sales personnel use Salesforce. Closing the divide between these groups is essential for providing exceptional customer support. Thanks to the Peeklogic Connector, you can experience enhanced communication, better collaboration, and top-tier assistance. This plugin exemplifies our commitment to continuous improvement and innovation. What began as a simple idea has evolved into a valuable tool that empowers businesses to operate more intelligently. It transcends merely connecting Salesforce to Jira or vice versa; it ensures that all team members are aligned and can accomplish tasks swiftly and efficiently. By fostering this level of integration, organizations can unlock their full potential and maximize their operational effectiveness.

Personal scorecards, live TV broadcasts and data-driven coaching can help you drive the behavior that leads to sales and customer retention. Encourage healthy competition among your team. You can motivate your sales team with sales contests that reward performance. Your team will be more productive and energized, which will lead to lasting results. With performance scorecards, you can get your team to focus on the behaviors that will drive revenue, customer experience and business results. As they update Salesforce, you can see immediately if your team is falling behind with real-time KPI tracking. LevelEleven empowers leaders, reps, and managers to quickly correct errors so that your team can reach its goals. You can improve the performance of your sales team by providing consistent feedback in one easy-to use system. You can unlock the potential of your sales team by enhancing your sales coaching with customizable templates.

You can forget about large documents and buried content. Your team will have the best knowledge at the right time, without having to dig. Kiite's AI-enriched playbooks™, which combine your most favorite resources and hacks with the best company content, create a personalized hub that moves just as fast as your team. Let go of the unnecessary fluff and get to the essential micro-content that your team needs. You don't need to remember where the presentation or PDF is stored. To quickly find what you are looking for, search globally across popular repositories such as Google Drive, Salesforce and Microsoft OneDrive. Start creating your workspace and unlocking the best knowledge in your team. ClozeLoop's PlaybooksTM for Account Executives will help you elevate your selling skills. Playbooks™, the career advancement playbook for tech sales professionals Uvaro, can help you advance your sales career.

Producter is a comprehensive tool designed for product management that facilitates the collection of customer feedback, task management, roadmap tracking, and communication updates for product-oriented companies. This platform serves as a collaborative hub for both technical and non-technical teams, enhancing the visibility of product management processes. As the pandemic altered traditional working dynamics, product teams found themselves dispersed, leading to a surge in alignment meetings with customer-facing departments, constant Slack messages, and an overwhelming number of follow-ups that drained time and resources. In this context, Producter empowers both product and customer-facing teams to make well-informed decisions driven by customer insights. With a single click, users can seamlessly associate valuable customer feedback with specific tasks, ensuring that customers are kept in the loop regarding the status of their feedback. This automated notification system reassures customers that their input is acknowledged and being acted upon. Furthermore, all teams can collaboratively build their roadmaps, making them accessible to colleagues and customers alike, which helps unify everyone around a shared product vision and fosters a more engaged community. In this way, Producter not only streamlines workflows but also strengthens relationships between product teams and their customers.