Best Revenue Operations Software for Salesforce

Every customer conversation is critical to the success of your business and the revenue you can deliver. At Jiminny we help you record, capture and analyze each customer interaction to generate actionable insights on what is and is not happening; enabling you to move the needle and support your biggest objectives across the business. Jiminny is the only partner who turns great sales leaders into great sales coaches, enabling you to drive true change across your sales teams and build high-performing revenue generating teams.

Nue is the #1 Revenue Lifecycle Platform on Salesforce. Nue is designed to meet the requirements of modern businesses. Configure dynamic pricing. Sell via any channel (self service + direct sales). Manage renewals and increase revenue. Know exactly when and what to charge. Nue allows RevOps to quickly deploy opportunity-to cash processes for direct sales and self-service, while providing complete, accurate analytics for Finance. Nue was built for SaaS companies that are growing fast and need a flexible, IT-heavy solution to manage revenue flows from end-to-end.

Find out what drives your team to success. See how 10,000+ companies have increased revenue growth, reduced risk and unlocked upside by synchronizing lead to opportunity, renewal to cross-sell, and more. Automated sync of deal activity and engagement levels allows you to truly analyze your sales process. Activity data is the most important indicator of sales results. We automate, connect, and write-back the entire team's activities to your CRM. So you can get more consistent and predictable results, discover exactly which activities your sales team completed, what steps they missed, how prospects responded, and so much more. It's never been easier to understand what your top reps do differently. Every customer call throughout the sales process should be recorded, transcribed and analyzed. Record transcripts, keywords and trends as well as talk time. Combine conversation data with full lifecycle activity capture and robust Machine Learning to enrich every aspect of your business, including forecasts, reporting, product routes, and more.

The central nervous system is responsible for revenue. Never miss a revenue signal. Give the right data to the right people at the right time and place, and empower them to succeed. You will know when something is important - from the lead to the case. Give your team the information they need to take the right action. You already spend most of your time there. Slack & MS Teams allows you to search, access, and modify your CRM. You can see what is important. Find out who is doing what. Assist the coach. Measure performance. Track the impact of key initiatives. Troops will notify you immediately if anything has a material effect on revenue. Troops makes it simple for your teams to see the right things at right times, across devices, so they can perform at their best. Troops makes it easier for customer-facing teams to handle routine tasks and actions more quickly so they can spend more time with prospects and customers.

Your prospects and sales team will benefit from a guided selling journey. Each module of the Zebra platform is part of a larger strategy that guides your team to the prospects or customers where your solution offers the greatest value. Zebra Scoring is a unique method to identify potential opportunities early and throughout the sales process. Do you have a measurable prioritization process that determines which resources are needed, such as solution and demonstration specialists, access to R&D, and executive management? Are your VoC's able to quantify and organize all the ways your solution creates value. Guided selling allows reps to understand and talk about strategic deals like they have closed them. How often do you use a business case? Is it inclusive of total cost of ownership and ROI calculated based on your VOC? Create a business case together with prospects in Zebra. Buyers and sellers are guided through the creation of a mutually agreed upon business plan.

A complete RevOps platform that enables conversation guidance, sales engagement, live call insights, and analytics to help you sell more and spend less sales. All in real-time. Revenue.io empowers high-performing teams by providing real-time guidance as well as revenue intelligence. Revenue.io helps hundreds of customers such as HPE, Fidelity Investments and Amazon Business to achieve predictable results and optimize their revenue operations by surfacing and recommending the best practices. Revenue Science helps you optimize your revenue operations, identify what works best, scale your top performers, and optimize your revenue operations. Some solutions surface insights. Others provide the tools to take action. We do it all so you can maximize revenue performance in real time. No more switching between tools, fixing data that isn't clear or spending money on technology your team doesn't use. Revenue.io is an AI-powered RevOps platform which delivers real-time guidance in those moments that matter.

Systems fail as companies grow. Each team creates their own process, data becomes siloed and efficiency suffers. Operations teams must be central to growth in order to grow better. Operations Hub provides a unified toolkit that connects apps, cleans customer records, and automates business processes through a single CRM platform. The result? The result? A business that is efficient, aligned and adaptable, which delivers a frictionless customer experience. This package is simple and straightforward. It synchronizes your apps and data. Bidirectional sync, custom field mappings and filtering are all available so that all your teams can stay in sync. Eliminate time-consuming data cleanup. Automated automations allow you to automatically fix format names and date properties. HubSpot gives you the freedom to store and customize your data.

Revenue intelligence gives you powerful insight into customer interactions. Win more deals. Skyrocket rep success. Gain critical market intelligence. Replicate what your top reps do. Transform your team into quota-shattering super sellers. Stop deals stalling. Every deal should be on a track to closure. Every time, solidify the next steps. Listen to the raw voice of your market. You can be sure of success when you launch new initiatives. Your most successful sellers should be cloned. Data shows that the best reps are different from the rest. Your average sellers can become stars.

SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.

Find out the story your data has. Tableau CRM (formerly Einstein Analytics), empowers Salesforce CRM users with actionable insight and AI-driven analysis right in their workflow. You can work more efficiently, spot trends quicker, predict outcomes, as well as receive AI-based guidance on the best actions to take while you are still in the flow. The action framework allows you to take action on a record, such as updating records, collaborating in Chatter and sharing visualizations with your team. Salesforce is natively integrated with Tableau CRM so data can seamlessly be incorporated into every action and decision made in Salesforce. For fast decision-making, use trusted predictive models in your Tableau workflows. Tableau CRM helps you spot opportunities and predict the outcome.

Momentum is a sales automation platform that RevOps can use to drive repeatable, consistent actions. Connect Salesforce, Slack, and other sales tools to automate playbooks and close more deals. You can capture key deal information in Slack channels that update Salesforce in real-time, and also bring in details from Outreach, Gong, and more. You can easily update any Salesforce object and upload relevant files such as Purchase Orders or NDAs from your Slack Deal Room. All internal deal communication and updates should be centralized and easily accessible in one Slack Deal Room. This will allow for clear deal history and audits across the organization. Automated sales motions can be created and executed to save time, reduce human error and minimize training effort for your reps.

Lative is an integrated platform for revenue planning, strategy and execution tracking that helps you achieve profitable, efficient growth. Connect top-down plans and targets to bottom-up data to make better decisions and achieve targets. Calculate your sales productivity and ROI in real-time to make better decisions. Connect your top-down sales plans with bottom-up operational data for a complete and cohesive overview of your organization. AI can help you identify any gaps in real time and model multiple scenarios to ensure that you meet your sales targets. With seamless connectivity and integration, you can accelerate the time to value. Consolidate data from 150+ different data sources into a single source to ensure accuracy. Real-time and accurate revenue insights to help you make agile decisions.

Revenue intelligence can predict sales growth. Ebsta's Revenue Intelligence Platform gives sales teams the insight they need to improve forecast accuracy, identify pipeline at-risk, strengthen relationships, increase sales performance, and automate CRM tasks. Our easy-to-use system will give you the power to make better sales decisions faster, more efficiently, and more effectively. Ebsta tracks real-time trends in sales engagement, pipeline trends, and historical performance to help sales managers predict their future and optimize their pipeline more quickly.

Everything you need to make your customers your greatest growth engine. Gainsight Customer Cloud combines all the technology necessary to make sure your customers adopt your products and reach their goals with your company. You can orchestrate every aspect of the customer journey and deliver great results at scale. To deliver exceptional user experiences, combine deep SaaS product analytics and personalized in-app interactions. To ensure a great customer experience, capture feedback, close the loop with respondents, discover insights, and make it happen. Open platform that acts as a central hub to customer data systems and provides actionable insight to all employees to make better decisions for the customer. Whitespace analysis, cross-sell playbooks and simplified renewals can all help to increase revenue.

Don't take your data for granted. Use Revenue Operations Intelligence. Vertify can help you speed up revenue generation and increase customer acquisition. Connect your revenue platforms. Complete automation, no coding required. Real-time data connection. Access to 170MM+ ideal B2B customer contacts. Webform optimization can increase inbound leads. Automated cleaning of B2B contact information. Automated impact reports replace spreadsheets. Keep more and target better. Increase revenue generation speed. Stop using more than 5 revenue applications to create reports. You're not seeing the whole picture. You are reducing productivity and revenue.

Empowering Life Sciences organizations of any size to accelerate revenue growth and be more productive in the process, by offering an AI-based Tender Management system, specialized for the Life Sciences. Cube RM is focused on helping businesses maximize tender market coverage, identify opportunities, understand each market’s competitive environment to increase win rate and efficiently manage their tender preparation processes. Our platforms use AI & NLP to capture and analyze key tender market data globally and transform it into actionable market intelligence, allowing organizations to make informed decisions and take proactive steps resulting in improved revenue performance.

MoData is an automated sales BI platform that's designed for high-growth companies looking to scale. It is intuitively visualized and provides 360-degree insight into the past, present, future, and prospects of your sales team. This instantly connects you with the information that you need to make confident, fast decisions. MoData is the best BI tool for SMBs, and it comes pre-assembled.

Ensure that your revenue operations are running smoothly and that your sales team is working at maximum strength, even when plans change. You can build your territories, make updates to market conditions, and seamlessly sync your changes across all GTM system so that your strategy is always in line with execution. You can plan and execute your strategy and resources from one platform. Increase sales productivity and generate more revenue. Instead of focusing on updating spreadsheets, focus more on scaling sales. Fullcast's automation tools allow you to quickly reduce sales operations backlogs so that you can focus on building customer relationships. Fullcast automates policy enforcement and task execution, ensuring Salesforce is fully aligned to your go-to market plan.

Outreach Commit (formerly Canopy) connects, analyses, and monitors every data point within your revenue team. It ensures that every revenue leader has all the information they need to drive predictable revenue growth. Streamline your forecasting while measuring variance and monitoring it to drive continuous improvement. Individual assessments, improvement tracking, notes, and notes can help you increase productivity and improve results. Snapshot reporting allows you to answer key questions about trends, risks, past performance, and other issues. It can be used for any period or subset of data. You will have the visibility you need to confidently call your company while your managers can keep their eyes on the important things. Focus on the big picture and reduce the need for manual analysis. Your teams will receive the answers they need right away. Every initiative you launch should be evaluated for potential improvement areas and the ROI. Don't let your competitors dictate how you do things. Instead, take control and drive sales productivity.

Salesforce Revenue Cloud can accelerate your growth. Connect everything. You can connect from anywhere. All from one platform. You have complete visibility into the entire purchasing process. The world's most powerful revenue management tool makes it easy. Transform from quote-to-cash. Invoicing is easy to integrate in minutes. The world's best CRM gives you everything you need to grow. Your customers' buying experience will be faster, more efficient, and smarter. Your new innovations will be brought to market quicker. Subscriber and consumption pricing. Scale fast. Integrate ERP. Real-time analytics. All this with automation.

Reveal is a way for Partnership, Marketing, and sales teams to increase their win rate by connecting their CRM to their ecosystem to identify and convert strategic leads. It's intuitive and as easy as an epiphany. We are stronger when we join forces in business as well as in other areas. We help B2B companies grow by bringing them together. Reveal compares CRM data from both sides to identify common, high-potential accounts. It also identifies qualified leads. Collaborative growth is the new norm. It creates more value together. We believe it should be available forever. It costs just that much. You can make new connections with key companies in the ecosystem. Or ask us for recommendations. We have an algorithm that can help. Instantly compare your CRM with other CRMs in your ecosystem.

Templated quotes, approval workflows and pricing guardrails will make closing easier for your sales teams. They will empower your reps and make closing more efficient. Pre-approved, fully customized agreement templates can be created for your sales team. You can make changes immediately and adapt to your business's needs. You don't need to wait for long implementation processes. RevOps makes it easy to get your team up-and-running in hours, days, and not weeks or months. Your reps will be able to work with you while still maintaining control over the structure of deals. Your team will save time and create approval workflows to promote alignment and improve efficiency. You can easily send documents to anyone around the world and scale your sales operations for remote and digital markets.

Cacheflow's deal-closing platform automates quote to close, with complex usage-based pricing and dynamic quotes available in minutes. Cacheflow allows sales teams to close up to 4x faster with single-link proposals. Customers can approve, sign, and pay in a B2C-like self-service checkout. Cacheflow's built-in financing options allow customers to pay in the way that suits them, without impacting your ARR. Reduce manual work for RevOps, Sales, Legal, and Compliance teams with automatic billing, renewal, and compliance tools. Cacheflow's solution is zero-code, and takes the place of a CRM, CPQ, and billing platform all in one. It's a powerful way to automate your sales flow, bringing you more valuable projections and insights with full transparency. It's streamlined, fast, and delightful.

We create simple, intuitive Salesforce apps to help B2B RevOps support sales and marketing teams with scalable, predictible growth. RevOps is about achieving more with less, while keeping your tech stack simple. Align.ly’s Salesforce apps can help RevOps achieve these goals. RevOps teams must wear many hats to deliver on mission-critical aspects of business. Align.ly Lead-to-Account can help match, route and auto-convert high-quality leads so that sales follow-up is done within minutes. Match leads to accounts accurately in real-time to ensure proper ownership of your leads and quick sales follow up. Instantly match and route leads in real-time to the correct account owner. It is difficult to accurately measure B2B marketing. Measure every touchpoint in the customer's journey.

Say hello to the new inbound platform you love. Connect your website to your workflow and accelerate your pipeline. Drag-and-drop platform for inbound leads with forms, scheduling and qualification, routing, reporting, and routing. Schedule meetings, route leads, and update your CRM in milliseconds with the best-in-class scheduling. You can route, update, or merge your leads from your website into your CRM, with full visibility of who is routing where and why. Elegant forms that automatically enrich leads after completion and integrate directly into your website. Scale, optimize, and adjust your workflows for go-to-market with one integrated platform. Build a predictable go-to-market inbound strategy with enhanced lead segmentation & qualification. Streamline the inbound lead management of your team with workflows that are tailored to your core ICPs.