Alternatives to SalesRabbit

Pipeliner revolutionized CRM through its unique visual interface, no code workflow automation engine, instant dynamic insights, and reporting. No other CRM offers salespeople and sales managers so many ways to display and analyze sales data, as well as intelligent, system-generated insights. Pipeliner's automation engine and ease-of-integration with other systems (such email, ERP, and Marketing) allow for the elimination of many routine and manual tasks that other systems impose on salespeople and managers. Pipeliner CRM is so different than traditional CRM. This is why we have high adoption rates, low Total Cost of Ownership and a rapid Return on Investment. The system is easy to use and learn, and it takes very little business disruption when it's deployed.

Bring Microsoft Dynamics 365 and Salesforce data to your sales team with Resco Field Sales+, a mobile solution designed to streamline field operations. This tool helps you manage customer data, track opportunities, and process orders directly from the field, improving productivity and customer interactions. Field Sales+ is built with an offline-first design, ensuring that your team can access and update client details, orders, and sales reports even in areas without reliable internet connectivity. It’s ideal for sales professionals working in remote regions, urban areas with unstable networks, or on-the-go situations where staying connected is critical. The solution offers features like route planning, automated reporting, customizable dashboards, and digital asset management to simplify sales workflows. These tools make it easier to handle leads, prepare quotes, manage inventory, and monitor performance in real time. Resco Field Sales+ empowers your team to focus on closing deals and building customer relationships while maintaining seamless access to essential sales data.

Mindtickle's Sales Readiness platform is trusted by revenue leaders to identify and drive winning rep behavior. A great onboarding experience helps reps succeed and reduces ramp time. Based on each rep's skills and knowledge, develop personalized skills and capabilities. Engaging field communications, gamification and mobile experiences can drive high adoption. You can impact measurable revenue outcomes such as rep productivity, time-to-first deal, and win rates. The true north in sales performance should be set by setting skill benchmarks that every rep should strive for. You can track skill gaps and create a culture that holds everyone accountable. Engage and motivate teams to achieve measurable revenue results. Coaching is a great way to track and fix skill gaps at both the individual and team levels. Help reps get through the early stages of a deal by reviewing their call recordings and coaching them. Enablement can help you create customized training and content that is tailored to each rep's needs.

TigerLRM is a CRM with built-in Sales Enablement. We include tools for Content Management, Training & Coaching, and more, plus our mobile app.

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

Spekit is the only enablement platform that centralizes and automatically surfaces the answers, content, and training sales reps need to thrive - right when and where they need it. Unite your playbooks, resources, training, and sales content within Spekit, and it becomes instantly accessible, shareable, and trackable from any tool or workflow. If your sales reps are there, now your enablement is, too. Meet the enablement experience that sales reps adopt instantly, use constantly, and love deeply. Key use cases: - Sales content management: Centralize, share, track, and analyze sales content. - Knowledge and enablement: Surface playbooks, onboarding, and coaching where reps are selling. - Tool and process adoption: Guide, support, and align reps through tool & process changes. The Spekit difference Infinitely easier creation. Infinitely versatile access. Spekit is a new enablement experience unlocking sales rep potential by eliminating the distance between questions and answers. - 10x faster content creation with AI - Contextual: Works where your team works - automatically. - Easy, no-code setup: Lightweight and agile.

Compass by Giift, a software for sales incentives and commissions, helps sales, people, and operations leaders create a motivated and engaged workforce through incentive gamification. It is used for gamification of incentive, workforce engagement, rewards, recognition, and internal communication. Compass by Giift makes it easy to turn sales programs into interactive and fun games using Game Templates. Tracks team performance in real-time. With a click of a mouse, you can get accurate calculations and timely disbursements. Allows for payments through various payment methods, provides access to earning history and transaction information, and offers support in the event of a dispute. Connect remote and dispersed teams. Enjoy the power of community with a central hub for communication and more. It has features such as: Calculation logic, Pre-built games templates, Real-time performance view, Opportunity tracker and Log of earned, redeemable and available values.

Nomadia Group has provided a wide range of routing and scheduling optimization software for field forces for over 30 years. This has helped to increase their productivity by up to 30%. Their software solutions optimize the daily movements of more than 150,000 mobile employees around the globe: technicians, salespeople and delivery staff. TourSolver is their Routing & Planning Software flagship. It is available as a monthly subscription. Mobile apps are available for both Android and iOS devices. Chat, email and phone support are available during the EST hours. Routing & Planning optimization allows decision-makers to identify relevant, realistic, profitable routes while providing high quality customer service and managing emergency situations: installation, repair and/or maintenance services, sales appointments and pickup and delivery. Nomadia guarantees a 20% average productivity increase.

Skynamo is the only Field Sales Software that can be used by manufacturers, wholesalers, and distributors. It allows reps to accurately plan their account visits, organize their day in the most efficient way possible, recall and track all client communications, streamline order submission and information gathering, and streamline onsite information collection. Managers gain insight into the time and habits of their reps so they can coach them around. They also learn what is leading to success on the field so that they can spread it to the rest of the team. Skynamo provides a customized solution for sales teams, whether they need an ERP, inventory, or accounting solution.

You can increase activity, set more appointments, and drive revenue with less effort. Spotio Mobile App helps your reps stay organized and productive in the field. This App Gives You the Visibility You Need to Improve Field Sales Performance and Get Real-Time Data. Your representatives will be able to keep track of all their appointments, tasks, routes, sales activities, lead notes, and other information. Automated data entry allows field reps to be more productive and focused in the field.

For large organizations, the Rallyware Performance Enablement Platform delivers the right learning or business activity to the right individual at the right time so that every member of the organization always knows what to do next and how to do it in the best possible way. Implementation of the Rallyware Performance Enablement Platform results in the average 24X ROI for our clients. Rallyware has been adopted in 57 countries supporting over 20 languages for millions of users. A data-driven onboarding experience that delivers clear ROI: By analyzing each individual's live performance data and identifying their knowledge and skill gaps, Rallyware offers personalized paths to success through just-in-time training and business activities, driving their performance growth.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

Boost your efficiency, expedite your sales pipeline, and unlock unprecedented revenue potential with ZoomInfo Sales. Create a comprehensive account universe tailored to your Ideal Customer Profiles and connect with decision-makers using an expansive B2B contact database featuring over 65 million direct dial numbers and more than 150 million verified email addresses. Pinpoint and engage prospects early in their purchasing journey by monitoring companies that are actively researching solutions similar to yours online. Discover and reach out to decision-makers from organizations that have shown interest in your business website. Assess customer communications, including calls, meetings, and emails, to implement process enhancements that positively affect your financial outcomes. Develop and implement multi-touch sales strategies utilizing our integrated phone dialer and email solution. Accelerate your sales cycle with ZoomInfo Chat, a user-friendly, data-driven chatbot tool designed for efficiency. Additionally, establish real-time lead notifications to interact with the most suitable buyers, or automate the lead qualification process to allow your internal team to focus on high-impact activities. With these tools, you'll not only streamline operations but also create a more agile sales environment.

Geo Rep's software, featuring both an administrative web portal and a mobile app, seamlessly coordinates the essential functions and operations of your field team. This facilitates everything from the monitoring of customer engagements to the automation of daily sales activities, along with delivering critical reports and insights. Simply put, if you're questioning the role of field sales management software, understand it as the pivotal connection among your corporate office, your field sales team, and your customers. Every module, feature, and function is under precise permission control, ensuring each user sees exactly what they need. Our platform allows the creation of custom modules or functions tailored to your needs. Your system is dynamic and self-service, facilitating swift actions and offering custom fields, personalized field naming, and pre-set data. Our global presence is powered by numerous servers strategically located across the globe, hosted on AWS to eliminate latency and resourcing concerns. Your experience is localized, covering aspects like currency preferences and measurement units. Seamless integration with other systems, be it ERPs or Sales data sources, is facilitated through various methods.

Sales representatives and managers can achieve true insight from the initial customer interaction all the way through to installation with Canvass, which eliminates the need for sales reps to constantly access the CRM while ensuring both sales reps and managers have full awareness of deal progression and the related metrics to enhance their sales team's productivity. Coach serves as a mobile platform for sales training and team collaboration, ensuring that remote teams remain engaged and effective through decentralized communication and training efforts. Additionally, Compete acts as a competitive sales platform that supports various types of sales competitions, including one-on-one challenges, team contests, and broader company-wide events like round robins and battle royales. As your team dedicates significant effort to acquiring and retaining customers, it's essential that the tools at your disposal are equally industrious. With Canvass, you gain comprehensive insight into all aspects of your sales activities, enabling you to make informed decisions and foster accountability within your sales team while also streamlining processes for enhanced efficiency. Ultimately, these tools empower sales teams to maximize their performance and achieve greater success in their objectives.

RepCard provides sales professionals with a comprehensive digital business card solution that delivers a range of valuable benefits. With RepCard, you can easily send your business card to potential clients and partners, and receive real-time Smart Notifications that track their interactions with your card. Moreover, RepCard offers a suite of advanced features that can help you enhance your lead follow-up, stand out from the competition with personalized video introductions, and drive engagement with customizable calls-to-action. Additionally, RepCard's advanced sales analytics and time-saving automation features enable you to optimize your sales strategy and maximize your productivity, so you can focus on what matters most: closing deals and growing your business.

ActiveProspect, located in Austin, operates as a SaaS platform dedicated to revolutionizing customer acquisition through consent-based marketing strategies. Our all-encompassing suite of products equips businesses from various sectors to act instantly on leads, safeguard against legal challenges by providing consent documentation, and cut costs through enhanced data insights and management. This platform stands alone in its ability to make consent-based marketing not only scalable and efficient but also the safest option for acquiring customers. It uniquely integrates lead acquisition and optimization while ensuring adherence to TCPA regulations, setting it apart in the current marketplace. The distinctive value proposition of the ActiveProspect platform is unmatched by any other cloud-based solution available today. Utilizing our platform for consent-driven marketing initiatives enables rapid growth and minimizes waste, which ultimately lowers customer acquisition expenses and fosters significant savings. As you embrace our innovative approach, you'll discover transformative opportunities for your business.

Stay informed about developments in the industry to effectively oversee your business operations. Empower your sales and field service teams to collect precisely the information you require from the field. Badger seamlessly integrates with any CRM, providing your representatives with valuable data on-site. Discover how your team can enhance sales routes and boost overall sales with Badger Maps. With personalized team pilots, you can witness firsthand how Badger contributes to improving your team's sales figures. A dedicated point of contact will ensure that everything functions according to your preferences. Our data experts will configure the optimal setup for your information within Badger. Facilitate a swift onboarding process for your team through customized training designed around your specific needs. Leveraging map-based visualization makes it straightforward to identify untapped leads and accounts that aren't being fully utilized. Managers also benefit from gaining a clearer understanding of their representatives' activities and performance, allowing for better optimization of sales territories. Furthermore, ongoing support ensures that your team remains engaged and effective in achieving sales goals.

SolutionView streamlines and standardizes the sales appointment process, ensuring that both customers and representatives enjoy a consistently positive experience. This innovative tool empowers every sales rep to succeed, allowing for efficient virtual interactions. Designed specifically for contractors by those who understand their needs, SolutionView is an investment that pays for itself in enhanced productivity. By registering with your email, you can access a free, no-obligation trial to see firsthand how SolutionView can elevate your entire sales team's performance. Whether you have a freshly hired sales representative or a seasoned professional who struggles with new technology, SolutionView is user-friendly enough for anyone to master quickly, ensuring everyone can contribute to achieving sales goals. With SolutionView, transforming your sales approach has never been easier or more effective.

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses. Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items.

The new way to manage field data and your sales team. We are the tool specifically designed for outside sales. Map My Customers improves field productivity and uncovers team activity wherever you are. Visualize Sales Opportunities: Easily assign territories to sales reps. - Automatically distribute leads and customers using your CRM or spreadsheets Strategically visualize which accounts or geographic areas are performing best in sales and heat mapping Target More of the Right Prospects Our mobile lead generator allows you to find sales opportunities in your area while on the move. - Search for customers by product, salesperson, or territory. Personalize the prospecting of your sales team with sales funnel visualization. Automate Everyday Sales Tasks Smart Routing optimizes route planning and mapping. Sales teams save an average of 30% on fuel costs and 1-2 days in windshield time each month.

CallProof Mobile CRM streamlines repetitive tasks, allowing your sales team to concentrate on building client relationships. This advanced Customer Relationship Management (CRM) solution, accessible via both web and mobile platforms, encompasses a wide range of features designed to manage every aspect of the sales process, including lead tracking and reporting. With CallProof, sales managers and representatives gain access to essential tracking and management resources that enhance their effectiveness. The call tracking functionality automatically logs calls made to clients and prospects, eliminating the need for tedious manual entry. Ultimately, CallProof Mobile CRM serves as an invaluable tool to reduce the time spent on data entry and reporting, thus empowering your sales team to prioritize what truly matters: their clients. By utilizing this comprehensive system, organizations can boost sales efficiency and improve overall performance.

Knockio, an innovative canvassing software and field sales management tool, empowers sales teams by allowing them to optimize their door-to–door sales operations. It offers a wide range of features that are designed to increase productivity and streamline workflows. Lead Management and Generation: Capture and organize leads easily, ensuring no opportunity is lost during outreach efforts. Route Optimization: Plan efficient routes to reduce travel time for field representatives and increase the number of leads they visit per day. Real-Time Data Tracking : Monitor sales performance in real-time and track customer interactions, allowing quick adjustments and data driven decision-making. Automated Follow Ups: Simplify your follow-up process by automating reminders and notifications. This will ensure timely communication with potential customers. Performance Analytics: Use insightful analytics to evaluate the performance of your sales team, identify trends and refine strategies.

All your products, teams, and processes can be managed in one platform (digital or call center driven, or field agent driven). Never miss a sales opportunity. The prospect-to-customer journey in B2C businesses is not always straightforward. There are many paths to closure. There are many sales journeys that involve different channels, processes and teams. LeadSquared connects them all, processes, distributed teams and touchpoints. This gives you one platform for sales execution - for your digital team, call center agents, feet on the street teams (sales and partner onboarding, service), as well as operations. LeadSquared reduces the noise your teams have to deal with and allows them to concentrate on their next task. This will increase their efficiency and help them sell more. No-code sales process creator. You can create the best sales workflows possible for your products and teams. Sales processes can be dynamic and flexible.

Geopointe, a native AppExchange app that location-enables Salesforce and provides actionable insights for our customers' business processes, is Geopointe. See for yourself, mapping made easy - Real Simple. Geopointe is an AppExchange native application that geo-enables Salesforce and provides actionable insights for our customers' business processes. Geopointe is for whom? SALES: Plan trips and optimize routes; Log meetings notes and check-in; Cancel meetings. Features: Access the where and when of your data. Geographic Searching & Analysis. Search Any Salesforce Data. Geopointe can find any Salesforce data anywhere in the world. These searches can be anything, from a view of all Salesforce accounts, clustered according to concentrations, to a small area search for leads and prospects in the local neighborhood. Geopointe will show you the big picture with advanced visualization and filtering capabilities that identify patterns and trends you didn't know existed.

eSpatial Mapping Software enables users to uncover intricate details within their data through location analytics, facilitating the segmentation and filtering of information to directly link business activities with specific geographical locations. The platform provides an engaging overview of your data via color-coded maps, graphs, charts, and annotations, allowing for immediate comprehension. You can efficiently map and manage your territories for swift assignment and balancing, which enhances resource management capabilities. Additionally, the software assists in planning sales or service calls using radius and nearest neighbor analysis, optimizing your time spent in the field with efficient routing options. eSpatial serves as a powerful tool designed to drive revenue growth, reduce costs, and enhance customer service, among other benefits. Furthermore, all generated maps and analyses can be shared as interactive live maps or exported as images or raw data, depending on your specific needs, ensuring versatility in how you present your findings. This combination of features makes eSpatial an invaluable resource for businesses aiming to leverage geographical data for strategic decision-making.

Outfield simplifies the process of gaining valuable insights into your market, monitoring and validating team performance, and facilitating seamless communication across all your devices. For instance, an Inc 500 company effectively utilizes Outfield to oversee visits and boost sales. Many businesses often make sales decisions without adequate market information; however, you don't need to be part of that trend. Outfield empowers you to identify essential trends within your market sectors, allowing for more informed business choices—ranging from shelf compliance and sales strategies to regional pricing. With all your team's geo-tagged visits, meetings, images, notes, and reports readily accessible, you can confidently ensure that your field representatives are performing effectively. Moreover, the platform allows for immediate and efficient feedback, significantly enhancing the likelihood of achieving set objectives for your team. By leveraging these tools, you can create a more data-driven approach to sales and team management.

Motivator uses data from your CRM to create a competitive environment that allows your sales team to use sales activities. You can set goals and make it fun. This will help you to track your sales progress and bring a refreshing change to the everyday. Everyone wins. Motivator can be used by sales reps to motivate individuals. They can also form teams based upon their specialization, regions, or just the people they want in their team. To make it easier and more enjoyable, they can all participate in games and set targets together. This builds team spirit and encourages healthy competition. Each team can have a leader. You can create KPIs (Key Performance Indicators) for different sales activities such as revenue earned or calls made for the monthly. Keep track of the overall KPI and each rep's contribution to it. You can look deeper into KPIs to see how each rep contributed to the KPI or which activity in your CRM is achieving the desired results.

Numerik stands at the forefront of sales performance management software, specifically crafted for today's dynamic sales environments. Our platform is a comprehensive solution designed to empower sales leaders and teams with real-time data and actionable insights, all accessible through a user-friendly, mobile-first interface. Real-time analytics: Numerik specializes in providing instantaneous data analysis, ensuring sales leaders and their teams are always equipped with the most current information. Predictive sales forecasting: Utilizing advanced algorithms, Numerik not only tracks but also predicts sales performance, helping teams to proactively adjust strategies. Mobile-first design: Recognizing the on-the-go nature of modern sales, our platform is optimized for mobile use, delivering a seamless experience on smartphones and tablets. CRM integration: Numerik integrates effortlessly with popular CRM systems, enhancing data coherence and minimizing manual data entry. Data visualization: With an emphasis on crisp, clear visuals, Numerik transforms complex data into easily digestible charts and graphs. Custom reporting: Tailor-made reporting features allow sales teams to generate specific reports that meet their

Fullcast empowers Go-to-Market teams to deliver superior outcomes through proprietary solutions powered by AI. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. Go-to-market teams struggle to align and execute on their plans. We make it easy. Working with go-to-market data can be incredibly difficult. Fullcast opens a world of opportunity for marketing, sales, strategy, operations and customer success teams by creating a foundation of accurate data and real-time insights. With our unique expertise in go-to-market planning and execution, we help B2B companies everywhere realize their full potential.

Get your teams ready today to achieve greater success tomorrow. Equip all client-facing personnel with the necessary knowledge, skills, and insights to excel in their roles. Scorecards seamlessly monitor your enablement initiatives in conjunction with sales KPIs from your CRM, allowing you to pinpoint skill deficiencies promptly and address them swiftly. Alarmingly, almost two-thirds of enablement programs only yield mediocre results at best. With Bigtincan Readiness, you can navigate a more straightforward route to success by giving each team member the tools they need to excel. Serving over 1,100 clients across diverse sectors, Bigtincan Readiness has a proven track record of enabling teams longer than any competitor. Produce superior content, streamline training and onboarding processes, and master essential messaging. Furthermore, Bigtincan Readiness offers a comprehensive suite of solutions tailored to meet all your enablement needs, ensuring your teams are always prepared for success.

Revenue Grid serves as an AI-driven platform for Guided Selling, assisting sales teams with tailored, actionable insights that direct them towards effective strategies, highlight deals at risk, and identify the most impactful steps to take. This innovative approach to B2B sales emphasizes understanding and addressing the unique needs and challenges faced by sales teams. Our core belief is to deliver comprehensive, step-by-step support for every opportunity within a salesperson's pipeline, ensuring that teams are optimally positioned to achieve success. By providing complete transparency into the sales pipeline, ongoing deals, and team dynamics, we enhance the understanding of the sales process. Additionally, our platform automates routine tasks and empowers sales representatives to advance deals through the sales funnel effortlessly. With proactive Signals derived from AI analysis, comprehensive communication data, and established sales methodologies, sales teams receive clear guidance on deal status and engagement. This way, users can effortlessly track the progress of each deal, understand past activities, and anticipate future developments, leading to more informed decision-making and greater overall success.

A feature-rich Sugar plugin that empowers salespeople by visually representing Sugar records. This seamless integration allows you to track and locate Sugar Accounts, Leads, and Contacts in Google Maps. RT SalesMap is a sales data visualizer. The plugin retrieves records from three modules, i.e. The plugin displays Accounts, Contacts, Leads on Google Map. The Sugar records are used to determine the location of the results on the map. You can customize your search to suit your needs. RT SalesMap provides custom search criteria to ensure the best possible match results. Filter your records by choosing different fields and their respective values. You can save specific module search criteria to be used in future searches. Validate your addresses using RT SalesMap. This plugin was created to extract addresses from Sugar and identify geocoded and ungeocoded addresses.

Empower every sales representative with an AI sales coach right at their fingertips. By harnessing the power of AI to record in-person sales discussions, Siro helps uncover untapped revenue streams. Its sophisticated AI has been trained on millions of real-world sales interactions, continually updating to provide insights into effective strategies and areas where reps may fall short. With just a single tap in the app or from their device's lock or home screen, representatives can easily begin recording and transcribing their conversations. The auto-split feature allows users to record throughout the day with just one tap, while Siro efficiently isolates and categorizes each sales dialogue without consuming battery life. Following a missed conversation, representatives can quickly access exemplary interactions from colleagues that demonstrate improved techniques for crucial moments in the sales process. Whether in online or offline mode, recordings are swiftly transcribed and evaluated, and with an internet connection, analysis occurs within seconds. Siro's AI not only evaluates the content of what is said but also the nuances of how it is delivered, pinpointing specific opportunities for revenue enhancement. This innovative approach ensures that sales teams are consistently improving and maximizing their potential.

This is where we step in. Empower your sales personnel to conduct transactions from any location, regardless of internet connectivity. Salesninja equips your team with all the necessary tools to expedite the sales process. Moreover, it enables your organization to regulate product availability in different regions, customize product configurations, manage pricing, and compute profits for every transaction. A comprehensive web-based administration portal is provided, facilitating management of purchase orders, sales analytics, individual product oversight, user and dealer administration, as well as accessory management. With Salesninja, a specialized margin calculator is incorporated, offering real-time visibility into the profits associated with each sale. Additionally, the Quick Quote feature allows the creation of pre-set templates for standard orders, enabling swift purchasing decisions by clients and optimizing excess inventory directly within the sales pipeline. This streamlined approach not only enhances efficiency but also strengthens overall sales strategy.

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.

While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer information—including emails, calendar events, and activity logs—into an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.

Sales organizations worldwide realize significant benefits by leveraging Goalplan's Platform Solution. Experience the enhancement of your organization's performance through real-time insights and analytics. Goalplan effectively transforms your business data and KPIs into visual representations. This allows for comprehensive tracking of various data types and delivers the critical insights needed to elevate performance levels. By digitizing management processes, you can enhance company performance, set and share goals, manage sales budgets, and facilitate coaching and communication with your teams. Additionally, it helps in delegating essential tasks efficiently. Engagement levels rise as you share campaigns, disseminate information, and organize sales competitions, enabling your entire workforce to learn, develop, and stay well-informed. The implementation of Goalplan among our frontliners and sales management teams has proven to be transformative. We have experienced increased speed and control, which in turn boosts our productivity and frees up valuable time that can be redirected towards our sales efforts. Ultimately, this shift allows us not only to work smarter but also to focus on what truly matters—achieving our sales targets.

This versatile B2B sales tool is designed with a client-focused approach and operates seamlessly across all mobile devices, such as smartphones and tablets, as well as web browsers. It empowers sales representatives by allowing them to effectively plan, recommend, organize, place instant orders, and monitor both personal and company objectives. By streamlining the order management process, it enhances efficiency from order approval and offer customization to various reporting and personalization features. This tool caters to both field sales representatives and those who manage orders from their desks. Additionally, its advanced sales-route planning, equipped with integrated GPS, functions like a personal assistant for field sales professionals. The intelligent algorithm provides real-time recommendations for the quickest driving routes and creates a monthly itinerary that includes visit frequency, duration, and sustainability of routes. Furthermore, sales managers gain comprehensive visibility over all field sales operations, ensuring they can track performance and optimize strategies effectively. This holistic approach ultimately fosters better collaboration and helps drive sales success across the organization.

Automatically gather detailed contextual information from sales activities, allowing your teams to dedicate their efforts to engaging with customers. Gain insights from the top performers within your organization to identify successful behaviors and mentor others accordingly. Anticipate the most effective next steps in real-time, enabling your sales personnel to receive managerial guidance for sealing more deals. Vymo is fueled by a group of individuals committed to revolutionizing the global sales engagement industry. What our founders envisioned in 2013 has blossomed into the world's fastest-growing sales engagement platform! Our enthusiasm has multiplied significantly, as we now boast a team of over 400 diverse members, including strategists, innovators, facilitators, and go-getters, all united in our mission to succeed together. Vymo serves as a comprehensive sales engagement solution tailored for global enterprises, driving revenue growth by capturing essential contextual data and delivering smart, actionable insights that empower sales teams to optimize opportunities and support their managers effectively. This commitment to excellence in sales engagement is what sets us apart in a competitive landscape.

CoachCRM empowers your team by addressing challenges, monitoring conversations, and developing personalized action plans for each representative while enhancing overall visibility into sales performance gaps. Elevate your team's standards with a strong focus on accountability in coaching. Take charge in addressing any individual performance concerns and concentrate on the vital metrics that indicate success. Expand your training and development initiatives while showcasing a tangible return on investment. Detect persistent issues and collaborate effectively with sales management to tackle factors affecting the team. Offer support to your managers and share insights on critical performance challenges. Additionally, improve your team's capacity and gain a deeper understanding of qualitative factors influencing their performance. This comprehensive approach not only boosts individual accountability but also fosters a culture of continuous improvement within the entire sales team.

SmartSales is a comprehensive CRM designed specifically for field sales, streamlining processes by reducing paperwork, enabling sales representatives to enhance their performance while saving up to 90 minutes each day. It features efficient territory management that allows for geolocation and segmentation of prospects and clients, ensuring accurate and up-to-date information on inventory, pricing, and documentation at all times. Users can easily monitor their activities, customize, and produce detailed visit reports alongside brief notes. The app is action-oriented, allowing for immediate order placements, eliminating unnecessary delays. Traditionally, sales reps are burdened with extensive paper documents and product catalogs, lacking real-time visibility into stock levels during client meetings, and they often have to deal with the inconvenience of manually entering signed orders into the CRM later. Additionally, outdated marketing materials can be presented to clients, leading to missed opportunities. SmartSales addresses these challenges effectively! By adopting this solution, sales teams can focus more on selling and less on administrative tasks.

Intelliverse's Open Network (ION) is a telephony application platform hosted in the cloud, crafted by Intelliverse Labs. Its infrastructure is designed to handle high volumes and ensure low latency, allowing for rapid scaling without compromising call quality. Users can programmatically connect their applications to ION, enabling them to make and receive calls as well as access various telephony features through web service APIs. Additionally, it offers a Sales Dialer specifically tailored for Salesforce and Microsoft Dynamics CRM, empowering users to engage in more impactful conversations. The platform also includes an Appointment Setting Service that assists in establishing a robust sales pipeline filled with qualified leads and scheduled meetings. Moreover, an Email Tracker is available to send real-time alerts when emails are opened, providing insights into their location for timely follow-ups. Lastly, a cloud-based Voice Messaging System integrates seamlessly with Hosted PBX and SIP trunking, enhancing the efficiency of sales teams while optimizing cost savings. This comprehensive suite of tools ensures that businesses can effectively streamline their communication and elevate their sales efforts.

Enhance your team's efficiency on every journey and at any location with features designed for intricate routing, territory optimization, and real-time field updates. By utilizing route optimization and automatic logging of activity data, you can save valuable hours in planning, administration, and driving time. This allows you to concentrate on high-priority nearby leads and service appointments within each field opportunity. You can effectively prioritize and scale daily customer visits by leveraging essential business data, including lead value and account type. For those requiring advanced capabilities, upgrading to Salesforce Maps Advanced provides additional features for complex geo-visualization, enhanced route optimization, and robust analytics. Effortlessly integrate vital account and user information with the territory planning and assignment process for streamlined coordination. By eliminating tedious manual planning tasks, you can efficiently explore multiple scenarios with ease and agility. Additionally, territories can be balanced automatically based on the most relevant attributes, allowing you to strategically plan daily routes according to accessibility for your teams, thereby maximizing productivity and efficiency in the field. Furthermore, this holistic approach ensures that your workforce is always equipped to tackle challenges as they arise, fostering a more responsive and adaptable operational environment.

inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Our B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform. Streamline the ordering process and efficiently manage and fulfill customer orders while providing their clients with a convenient self-service option. Insitu Sales' B2B eCommerce solutions aim to enhance the overall buying experience for businesses by combining the ease of online ordering with the personalized service and relationship management that is essential in B2B transactions.