Alternatives to Scratchpad

incentX isn't just another sales commission software; it's a game-changer for businesses keen on optimizing their incentive management. In a world where efficiency is paramount, incentX delivers by making complex calculations feel effortless. Align your sales team's ambitions with the company's direction, creating a cohesive work environment. Manual calculations? They're a thing of the past. With our platform, you get quick and accurate results. Integration is seamless, especially with powerhouses like SAP and Oracle NetSuite, ensuring your data is always connected. But it's not just about crunching numbers; our analytics provide a deeper understanding, shaping your future strategies. The streamlined processes reduce potential errors, ensuring all teams, from sales to finance, are aligned. Every customer interaction is an opportunity, and with incentX, these moments are maximized, leading to lasting relationships. With incentX, you're not just managing; you're excelling.

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

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.

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.

Weflow identifies revenue leaks instantly, allowing for timely intervention to resolve problems before they affect your forecasts. The platform offers deal signals that streamline the management of your pipeline. With comprehensive visibility into potential risks, necessary actions, and ongoing activities, representatives are guided toward achieving closed-won status. You can set up automations to receive immediate notifications and insightful views regarding your representatives' pipelines directly in your inbox or Slack channels. Weflow's pipeline management delivers essential deal insights, alerts, and signals to keep your transactions on course. By providing thorough visibility into risks and next steps, Weflow empowers reps to close deals successfully. Users of Weflow have reported an increased win rate ranging from 11% to 16%. Additionally, Weflow allows managers to swiftly assess pipeline health and equips reps with the tools they need to forecast confidently. Notably, Weflow customers enjoy a remarkable 92% accuracy in forecasting, which also enhances the quality of Salesforce data and ensures adherence to processes. This ultimately empowers teams to work more efficiently and make informed decisions.

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.

Allow Spiff to liberate you from countless hours spent managing complex spreadsheets each month. Enhance the quality of your processes while equipping your sales representatives with customized, real-time portals for tracking commissions. Together, we aim to increase your sales by as much as 10%. Our commission engine is designed to be both user-friendly and robust. How does it work? Its modular structure enables you to mix and match five straightforward concepts to devise any commission plan you might need. We accommodate various plans, including flat, tiered, accelerator, and override structures, among countless others. Spiff seamlessly integrates with all your commission-related systems, including ERP, payments, and payroll. Utilizing machine learning, we match records automatically, significantly reducing errors across different platforms. With our Spiff True-Up Guarantee, if you discover an error, we will refund you double the amount. Commissions are ever-evolving, and we empower you to backtest new rules using actual data, create new plan models, and continuously optimize your strategies. Spiff will evolve to offer increasingly intelligent recommendations, ensuring you receive maximum value from our platform as quickly as possible. Your success is our priority, and we’re excited to support you in achieving your goals!

HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.

SalesRabbit’s software helps outside sales teams operate faster and smarter. Their solution addresses all the major pain points of sales organizations, including lead and area management, rep performance tracking, digital contracts, market data, lead generation, and more. They also offer add-on services such as a training library and a geofenced marketing platform. Most importantly, they work personally with your company to make sure you’re getting the results you need.

How can you enhance your sales strategy? By integrating SalesPresenter with your ERP system, your sales team gains access to real-time, pertinent information, including stock levels. This allows your sales representatives to have an extensive array of catalogues readily available. When a sales order is placed, it seamlessly integrates into your ERP system, eliminating unnecessary administrative work and minimizing errors. With precise data at their fingertips, sales reps can confidently ensure that order lines are fulfilled with current stock figures. The option to purchase a styling module further elevates product presentation to a new level of professionalism. Sales representatives appreciate the user-friendly interface, which is also available in multiple languages. Additionally, the system allows for offline order-taking, making it convenient for events or while traveling, and orders can be uploaded as soon as an internet connection is available. This capability significantly reduces the time spent processing orders after events, allowing your team to concentrate on more critical tasks. Ultimately, showcasing products in a polished manner without the hassle of calculators and paper catalogs enhances overall professionalism.

Cien's Deal Intelligence analyzes every deal attribute, as well as the skill and behavior rank of the rep who is working on it. We can instantly calculate the true AI win rate probability by comparing millions of deals, including your company's win-rate history. An advanced AI is better than relying on human skills to manage dozens of spreadsheets. Expert sales and marketing executives can influence. Data scientists designed and implemented it. Trusted by Fortune 500 companies. Your meticulous and impeccably precise sales and marketing analysis are now available. Cien's AI first platform uses sophisticated AI/ML to gain a complete understanding of your sales and marketing process within 72 hours of CRM access. Even if your data isn't perfect, it still works. We do all the calculations so you can spend your time on analysis and action.

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.

Discover an incredibly effective business software that users truly appreciate. More than mere software, it serves as a helpful partner on your journey toward achieving success. This tool alleviates workplace stress and enhances overall happiness! If your business relies heavily on field operations, SalesTrendz can transform the way you manage them. It efficiently oversees your field team's attendance and distribution from a single platform. Observe your sales personnel in action and assess their performance against set targets with ease. Eliminate the need for numerous report calls and emails by consolidating all customer interactions in one location. Effortlessly monitor orders, returns, visits, feedback, and every sales-related activity while on the move. Maintain oversight of your sales executives as they engage with customers and distributors. SalesTrendz boasts numerous success stories from various businesses and industries with large field teams dispersed across different regions. With tailored modules designed for both product and service sectors, SalesTrendz meets the unique needs of each industry, ensuring optimal performance and satisfaction for users. Experience the difference that specialized software can make in streamlining your business operations.

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.

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

Field Sales Connect, developed on the Salesforce Platform, is an innovative software solution designed for field sales management that enhances the productivity of sales teams in the field. By centralizing field activities and providing valuable insights, it enables organizations to fully realize their sales potential. This software integrates features such as intelligent automation, real-time tracking, and a smooth flow of information, empowering sales leaders to significantly boost their revenue. Additionally, Field Sales Connect enhances the effectiveness of sales representatives and assists managers with several key functions: - Directing leads to the right personnel - Tracking operational performance and KPIs instantly - Integrating data from multiple sources - Addressing inquiries from leads promptly - Overseeing knowledge repositories or resources - Monitoring and optimizing travel expenses - Collaborating remotely across different sales territories Ultimately, Field Sales Connect helps organizations foster a competitive and high-performing sales culture while minimizing the loss of leads due to inadequate management. Its robust features make it an essential tool for any organization seeking to streamline their field sales operations.

Quickly pinpoint and prioritize the areas where each sales representative can improve. The entire coaching experience is seamlessly integrated within Salesforce, as Xvoyant's user-friendly setup aligns with your current sales stages and organizational structures. Within just a few minutes, you can engage with key success factors using straightforward drill-down options and "what if" scenarios. Xvoyant offers outcomes that are measured objectively against established process benchmarks, eliminating emotional biases or defensiveness. By turning past Salesforce activity data into a predictive modeling resource, it empowers leaders to enhance efficiency by concentrating on representatives who will most benefit from coaching. The platform leverages machine learning and data analytics to provide a comprehensive insight into the true status of every deal within your pipeline. You can set up stage verifiers to monitor critical inflection points for each deal, ensuring they progress and reach completion. Additionally, Xvoyant serves as a unified platform for planning, scheduling, documenting, and tracking coaching sessions and objectives, fostering a more organized approach to sales development. This holistic tool not only streamlines the coaching process but also promotes accountability and growth among team members.

Saleswise effortlessly consolidates your team's communications, meetings, documents, and CRM updates directly into your inbox, making interpretation a breeze and allowing for immediate action. In today's intricate B2B sales landscape, numerous touchpoints exist across the organization, yet these interactions are often inadequately documented and remain trapped in separate inboxes and calendars. By aggregating these many-to-many relationships, SalesWise offers a comprehensive 360-degree view of customer interactions, fostering enhanced collaboration among teams. The platform seamlessly integrates with Salesforce and various email systems, facilitating smooth transitions for customer management. Regardless of changes within your team or client base, all pertinent data remains readily accessible for those who require it most. By providing essential relationship data to the wider enterprise, SalesWise ensures your team stays efficient and focused on their goals. Say goodbye to the clutter of email CCs, forwards, and time-consuming internal updates on deal statuses, all while aligning the organization without incurring additional per-seat fees. This innovative solution transforms how teams interact and manage their sales processes, paving the way for greater productivity and success.

TaskEye is the best task management software that will help you improve your company's productivity and environment. Work productivity is key to any business' success. TaskEye allows you to access tasks and a to-do listing from any location, at any time. It acts as your task manager and helps you manage your work in real time. Task management software includes field staff real-time tracking and task status. It also provides task summary, task summary, task summary, images, recordings, notes, images, and images. TaskEye, a Task Management Software, will monitor the employer's daily tasks. It can be used as an employee monitoring tool and is compatible with any GPS tracker.

By offering an easy-to-use mobile application tailored for sales professionals in the field, we can transform each interaction with customers into a valuable corporate asset, thereby facilitating digital transformation in the sales sector. This approach allows us to convert customer interactions into data that can be analyzed and leveraged as corporate assets. Identifying successful patterns enables the establishment of a sales organization that can replicate its success. By integrating location data with customer insights and minimizing administrative burdens, we optimize the time available for direct customer engagement. The seamless connection in a secure cloud environment will enable a flexible work style that can be adapted to various locations. Numerous businesses, particularly larger enterprises, are achieving digital transformation within their sales teams across multiple sectors, including manufacturing, wholesale, finance, information services, construction, real estate, and local government. We firmly believe that the ease of operation is paramount for a system that is genuinely effective on the sales floor, as it encourages user adoption and enhances productivity. Ultimately, a user-friendly system can significantly impact sales efficiency and overall business growth.

Having collaborated with numerous sales teams, we understand their requirements intimately. We gather essential sales metrics from platforms like Pipedrive, HubSpot, or Salesforce and present them in dynamic, user-friendly dashboards. Additionally, you can incorporate your own custom data fields from your CRM to enhance the standard data available. Dear Lucy consolidates the metrics you select into a single, straightforward view that is not only easy to navigate but also consistently updated and accessible. With Dear Lucy’s goal engine, you can set flexible sales targets and track your progress in real-time. The tool compares actual performance against these targets, displaying red and green indicators to clearly show where you stand relative to your goals. This feature allows for a quick and effective assessment of your team's performance. You can establish objectives for various metrics such as sales activities, revenue, offer base, hit rate, and even more tailored metrics. Furthermore, these targets can be customized for different levels including company-wide, team-specific, individual sales representatives, or by pipeline, providing a comprehensive approach to sales performance management.

Field activity management software is essential for companies employing outside sales representatives, merchandisers, or retail auditors. This innovative solution allows businesses to monitor customer visits made by their field reps through a smartphone app. Users can view the GPS locations of their representatives and keep track of the time they check in at various sites. By planning and optimizing customer routes, companies can save valuable time and resources. Additionally, the software enables users to log their mileage and manage business expenses efficiently. Representatives can also take photos and jot down notes during their visits to enhance communication and record-keeping. This functionality significantly reduces the need for off-hours reporting, as managers can easily track when field sales reps check in at each location. The system also facilitates the collection of timesheet data, ensuring accurate documentation of business expenses and mileage. With GPS validation, businesses can confirm their reps' movements and access detailed photo reports and visit notes. This user-friendly browser application requires no installation on computers, making it accessible for everyone. Navigating customer rounds can often be complex for both field representatives and their supervisors, and frequent visits to multiple locations can diminish profits due to fuel costs and time spent, as well as lost opportunities for sales. By utilizing this software, organizations can streamline their operations and maximize their field teams' effectiveness.

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.

You possess dashboards that reveal what is happening, but do you truly grasp the reasons behind it? The key distinction between successful organizations and those that struggle lies in their ability to answer this critical question. Your workforce is your greatest asset, and gaining insight into their needs can significantly enhance overall performance. Effective leaders dedicate significant time to understanding performance metrics, identifying what influences results, determining employee requirements in dynamic settings, evaluating the effectiveness of training programs, and managing performance reports. In contrast, exceptional leaders already have access to this crucial data and consistently assist their teams in utilizing this information to drive success. Imagine redirecting half the effort your teams currently invest into more meaningful initiatives—what impact could that have on both individual employees and the organization as a whole? People form the core of any business, yet it is astonishing how much more we often know about potential customers than we do about our own team members. Understanding this gap is essential for fostering a thriving workplace.

Create and automate a sales compensation plan that is tailored to your SaaS needs, rewarding the metrics that are important. Simple, clean data and accurate payouts will help you make smart business decisions. Automated and spreadsheet-free calculations will help you achieve higher productivity and sales performance. Create fair and effective comp plans that are based on changing business needs to motivate your team. Real-time 360-degree breakdown of your sales commissions. Unlock your true earning potential. Integrate any data source with just a few mouse clicks while maintaining data integrity. You can sync data automatically with real-time synchronization or create a schedule. Get all your data in real-time, without downloading endless reports. Save hundreds of time as your data is automatically synced with your ERP or CRM. This ensures data hygiene. Reminders sent to your system to ensure that commission structures are up-to date.

Wingmate is North America’s leading provider of frontline intelligence software. We’re an app-based solution that incentivizes people in the field to deliver opportunities in real-time. No paper required, we seamlessly connect the frontline to the office, making it easy for everybody to send opportunities, earn rewards and help you grow. Our mobile-first solution is built specifically for people on the go. It does not get any more accessible for people to share the leads they come across, in seconds, resulting in more revenue, a tighter team, and better customer service. More importantly, users can track the status of their contributions in real-time, while communicating regularly between groups and earning rewards when leads pay off! The app engages your people consistently, creating positive workforce habits, incentives, and retention.

Enable your inside sales team to excel from any location. Prepare for the future of virtual selling by enhancing productivity, implementing best practices, and adapting quickly through High Velocity Sales. Transform your sales workflows to increase efficiency for every inside sales representative, daily and everywhere. Engage with the right customers on the appropriate channels effortlessly through the Work Queue. Facilitate your team's productivity by utilizing Einstein Activity Capture to streamline routine tasks and minimize data entry. Additionally, stay ahead of evolving purchasing behaviors by continuously refining your Sales Cadences. Maintain flexibility and adjust your selling strategies to meet changing demands. Provide your team with fresh messaging templates tailored for each channel via Sales Cadences. Prioritize strengthening customer relationships by creating feedback loops within the team and refining coaching methods with Einstein Call Coaching. Boost overall team performance and make informed decisions based on key performance indicators, artificial intelligence insights, and current data. By embracing these strategies, your inside sales team can navigate any challenge with confidence and effectiveness.

StayinFront RDI Field View® enhances field operations by utilizing a versatile application that guides sales teams to identify and capitalize on the most significant opportunities within each store they visit. This platform produces daily alerts at the store level, complete with root-cause analysis, empowering teams to concentrate on maximizing on-shelf availability and executing promotions effectively. Our dedicated team of data scientists and software developers collaborates intimately with experts from the Consumer Packaged Goods (CPG) sector. We pride ourselves on being more than just skilled generalists; we possess a deep understanding of the challenges brands encounter in their often complex relationships with retailers, which is reflected in our innovative solutions. Our insights can be acted upon by various departments within the organization, including Field Sales teams, Key Account Managers, and Customer Marketing teams. Recognizing the significance of partnering with a solution provider, we provide a brief 'Proof of Concept' phase, enabling businesses to develop a solid case for engaging our team of specialists. By implementing this approach, we aim to foster a collaborative environment that drives results and strengthens partnerships.

Call Recording Each call made is automatically recorded and saved within the contact record of the Sales Sling Lead Management System. These recordings can be easily searched through our reporting tools and agent call history features, allowing you to swiftly locate, download, or flag calls for sharing with agents or other team members for the purposes of coaching or evaluation. This functionality is seamlessly integrated into the call workflow, making outcome tracking a natural part of your agents' routines. The call center dashboard includes predetermined disposition buttons, enabling agents to effortlessly select an outcome at the end of a call, which then moves the contact to the appropriate stage in your sales pipeline. You can also include multiple participants for demos or meetings, and the system allows for whispering guidance to agents during calls without the client’s awareness, as well as taking over control of a call when necessary. This feature is particularly invaluable for the training of new team members, enhancing their learning experience and confidence. Furthermore, the user-friendly interface ensures that both seasoned and novice agents can navigate the system with ease, maximizing productivity and effectiveness.

The Field offers a comprehensive solution for mapping territories, managing sales routes, and facilitating door-to-door sales within Salesforce. Whether you are enhancing your sales routes, gathering donations, or reaching out to voters, The Field streamlines territory management and integrates effectively with various fundraising, survey, and sales tools in Salesforce. This makes it ideal for those who require a Salesforce app dedicated to territory management, whether for optimizing routes to close deals or for a door-to-door sales approach that ensures every door is knocked on. The app is especially beneficial for recruiting new members, qualifying leads, or engaging with voters while efficiently routing your sales or service appointments to maximize both time and cost savings. Additionally, The Field serves as a powerful tool for lead generation, fundraising initiatives, conducting surveys, and managing elections, all while providing a territory management Salesforce app tailored to optimize sales and service appointments seamlessly. With its user-friendly interface, The Field empowers users to enhance their outreach and engagement efforts effectively.

Effortless field documentation is now a reality, organized into practical insights. VoiceLine simplifies field sales intelligence, enabling you to utilize your voice to capture any field interaction in just moments. Harness the power of AI to facilitate data-driven decisions for your sales team. With VoiceLine, you can effortlessly record any field engagement by simply tapping and speaking, allowing our AI to identify and extract essential data points. The process of creating a VoiceLine is seven times quicker than traditional typing and is designed for use while you're on the go. You can document any thought or observation that arises during your fieldwork, and VoiceLine will seamlessly integrate it into your CRM system. Using your voice, you can record details hands-free; VoiceLine allows for quick recordings with just a single click. Turn your commuting time into a productive opportunity by using your voice in the car or any other location. Ensure that every interaction in the field leads to actionable outcomes, as our AI effectively organizes and extracts vital business information from the VoiceLines you record. Additionally, Smart Reports can be tailored to your needs in just a few clicks, enhancing your workflow even further. This innovative approach to field documentation transforms the way sales teams operate.

Trigerz platform, a 100% Salesforce Native app, helps sales teams keep track of revenue-generating tasks. It drives the right behaviors so that managers and executives can focus on coaching and executing strategy. Trigerz are notifications that are generated by an event, situation or action. These can be sent to your teams to provide insights and help you drive the right behavior, whether you're calling, managing opportunities, prioritizing tasks or calling.

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.

Upland Altify stands as a leader in revenue optimization, dedicated to empowering businesses to extract maximum value from every customer interaction to enhance their revenue streams. The concept of Customer Revenue Optimization (CRO) is pivotal in equipping sales teams to secure critical opportunities, expand revenue within their primary accounts, and refine sales execution by synchronizing the broader revenue team. Altify's CRO applications, seamlessly integrated into the Salesforce platform, assist countless sales professionals, leaders, and executives in achieving ongoing optimization of customer revenue and sustained sales achievements. The ALTIFY SALES PROCESS MANAGER is designed to direct sellers through a systematic and validated sales approach, enhancing their chances of achieving favorable results for both themselves and their clients. Utilizing established industry templates tailored to fit your organization, the Sales Process Manager visually outlines your sales workflow, providing essential links to the appropriate content and tools necessary for your sales team to effectively navigate opportunities through the sales funnel, ensuring a streamlined and effective sales experience. By implementing these strategies, companies not only maximize their sales potential but also foster lasting relationships with their customers.

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.

MySalesDialerPro stands out as a top-tier inside sales application that is embraced by numerous enterprises around the globe! Sales representatives are no longer restricted to traditional office environments; instead, they thrive in the field, engaging in live interactions with clients. At the same time, they seek a robust mobile application that facilitates all aspects of inside sales and customer relationship management (CRM). The MySalesDialerPro Mobile Application provides a comprehensive mobile CRM packed with numerous features, including a powerful auto-dialer equipped with various modes and templates for delivering SMS, MMS, email, audio, video, and documents during prospecting calls. Additionally, it includes geo-tracking capabilities, intuitive reporting with automatic action capture, and a financial and accounting module. Seamlessly integrated with both Salesforce.com and MySalesDialer.com dashboards, the app offers an efficient platform for sales reps and managers alike, enhancing productivity and communication in the sales process. As businesses adapt to the evolving landscape of sales, tools like MySalesDialerPro are essential for staying competitive and achieving success.

Klenty is a sales engagement platform which can help sales teams reach prospects by sending personalized emails at scale and automating follow-ups. Klenty allows you to automate repetitive tasks in your sales process such as follow-ups and cold emails. This allows you to focus on building relationships and closing deals. Klenty integrates natively with many popular CRM's such as Pipedrive, Salesforce and Zoho. This will allow your sales teams to automate their entire sales process and save you hours each week.

The eOrder Sales App serves as an ideal solution for companies dealing in Consumer Packaged Goods, as well as for field sales teams engaged in various tasks. Its features streamline the sales process, enhancing productivity and efficiency for users in the field.

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

In just a few simple steps, you can enable countless team members to accelerate their progress and achieve their objectives. Our platform integrates effortlessly with a variety of applications such as Salesforce, Zendesk, Outreach, Stella Connect, and many more. Utilize a wide range of templates or design your own custom goals using Pathlight's sophisticated metric creation workflows. Thanks to Pathlight’s intelligent organization chart, you can implement your goals within minutes. Across every office and in every country, ensure that everyone is aligned with the same information. With a single click, you can recognize your team's achievements or deliver focused coaching to individuals. Performance data is automatically included in every message, streamlining the process. If you notice a team member struggling, our 20+ customizable coaching templates make it easy to provide the necessary support. Enhance the effectiveness of your 1:1 meetings with our ready-made agenda templates, ensuring that every discussion is purposeful. This approach not only boosts performance but also fosters a culture of continuous improvement within your team.

Spinify is the #1 Sales Gamification Company! Are you tired of having whiteboards in your office that are almost out of date? Do you have TVs in your office, but would you like to use them for sales gamification purposes? Spinify offers thousands of layouts that allow you to create beautiful leaderboards and competitions in minutes. Friendly competitions that drive activities and results overnight. The best part is to celebrate when players reach their goals by creating engaging YouTube music videos. It's never been more fun to succeed at work. Easy to set up, free trial. All major CRMs, including salesforce, google sheets and excel, are supported. Are you ready to gamify the office? We can help!

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.

emFace stands out as a premier mobile and cloud-based solution for Retail Execution. It empowers retail brands that operate their own outlets to enhance execution and gain insights into store operations. With our custom mobile applications, Sales, Compliance, and District Managers can more efficiently organize their schedules, assess store performance metrics, complete audit forms, and delegate tasks to store managers. Additionally, consumer goods firms that distribute through venues such as department stores and supermarkets can better oversee their sales teams, merchandisers, and promoters. By equipping them with a branded mobile app, tracking trade promotion success in real-time becomes seamless, along with monitoring stock levels, inventory, and pricing at various locations. They can also document and annotate photos of their observations in the field while simultaneously recording order data. As a result, management gains access to real-time analytics and dashboards through Salesforce.com, allowing for comprehensive follow-up and strategy adjustments. The integration of these features ultimately enhances operational efficiency and drives better decision-making across the board.

You can access and modify your customer data from any location at any time. This includes the ability to view and adjust client details, orders, product selections, and communication records such as calls, meetings, and notes. Inputting field sales data and overseeing the entire lifecycle of product service orders is a straightforward process. Each salesperson's daily tasks are automatically organized according to your specified preferences, with scheduled activities conveniently displayed on both the calendar and map. Additionally, you can retrieve product descriptions, images, technical specifications, promotions, news, and other relevant product information right in the field. The system also encompasses product showcase planning and catalog management. Ensure your team remains informed with instant messaging and alerts. Our merchandising forms and questionnaires are tailored to align perfectly with your unique business requirements. You can also effortlessly document any errors, inconsistencies, or feedback instantly using customized forms, enhancing the efficiency of your operations. This comprehensive approach not only streamlines your processes but also fosters better communication and coordination within your team.

Reliable sales growth can be achieved through revenue intelligence. Utilizing Ebsta’s Revenue Intelligence Platform, sales teams gain essential insights that enhance forecasting accuracy, identify at-risk pipelines, strengthen relationships, boost sales performance, and streamline CRM tasks. Our user-friendly system empowers you to make sales decisions with greater simplicity, speed, and effectiveness. By collecting real-time data on pipeline trends, sales engagements, and past performance, Ebsta enables sales leaders to confidently forecast and optimize their pipelines more efficiently. This comprehensive approach ultimately allows teams to adapt quickly to changes in the market and drive sustained growth.

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.

Enhance your field operations by harnessing the power of big data. Improve visibility in the field and streamline task management using a dedicated app for tracking field employees. With the help of advanced technology, overseeing field personnel can become a seamless process. TrackoField’s software is tailored specifically for monitoring field staff effectively. Assign tasks to your team based on their location, skills, and availability with the field employee management application. Now you can plan, delegate, and monitor tasks with ease while on the go. Features such as automated task reminders, file sharing, voice notes, and self-assignment of jobs significantly boost productivity. Additionally, the app facilitates automated salary calculations and clear reimbursement processes based on logged hours, leave taken, and incurred expenses. Managing costs, reimbursements, and salaries is integral to overseeing field staff. TrackoField makes all of this simpler with its built-in expense management feature, ensuring that your operations run smoothly and efficiently. By leveraging these tools, organizations can achieve enhanced operational efficiency and better employee satisfaction.

We assist businesses in enhancing their sales performance by equipping sales leaders with comprehensive insights into deal health, enabling them to motivate each representative to meet their quotas while elevating forecast accuracy to remarkable levels. With the CloudApps platform for sales effectiveness, our clients have experienced a 20% increase in win rates and a 19% rise in average deal sizes, achieving forecast accuracy exceeding 95%. This is made possible through the integration of AI and behavioral science, which helps monitor and encourage the appropriate sales behaviors at critical moments. By leveraging these technologies, we empower sales executives to better forecast, predict, and enhance their sales outcomes. Our approach focuses on tracking sales behaviors to deliver the essential insights necessary for evaluating deal health, assessing pipeline quality, and identifying the behaviors that distinguish top performers. Ultimately, we pave the way for a data-driven journey towards closing deals and improving win rates across the entire organization while fostering a culture of continuous improvement in sales practices.