Best Sales Acceleration Software for Microsoft 365

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

You can easily create actionable videos anywhere you are to increase engagement, bookings, sales, and revenue. Increase engagement on social media and emails. You will have more meaningful appointments in your calendar. Your sales funnel will help you get more prospects. Dubb video landing pages can be easily sent via email or SMS to convert viewers into clients. We are here to meet you wherever you are. Get a free trial of Dubb today to discover how we can help you with video. You can easily create dynamic business videos using the Dubb Mobile App. You can share your videos on your favorite channels, and make multiple calls-to action. Track your contacts' engagement via email, forms, video, and calls-to action. The Dubb Mobile App allows you to easily create dynamic business videos. To increase conversions, share to your preferred channels. Track your contacts' engagement via email, video and calls to action.

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

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.

Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.

Demodesk is the number one customer meeting platform for success teams and sales reps. Our platform empowers customer-facing reps to be top performers by guiding them in real time, automating non-selling tasks, and engaging customers at a whole new level. Demodesk automatically loads the best playbook into every customer meeting, providing reps with the right slides and web apps to present, talk tracks, and battle cards on the spot. Sales teams can automate tasks that are not related to selling, such as meeting preparation, scheduling, and CRM documentation. Our screen sharing technology allows customers to interact with the software during meetings. AI-based insights allow sales leaders to understand what's happening on the call, what works, and coach teams in an environment where everyone works remotely. Demodesk seamlessly integrates with your entire tech stack, including G Suite, Microsoft Office and Salesforce.

Achieve greater success in acquiring clients with the most user-friendly sales software available. This platform provides all the essential tools for prospecting, scheduling meetings, and effective follow-ups, along with excellent customer support. Installation is completely free, and no credit card is needed to get started. Effortlessly engage with your potential clients through email, phone, and social media channels. Enhance your meeting scheduling with your ideal prospects and streamline your follow-up communications to ensure the right message is delivered at the perfect moment. Experience increased opportunities for new business, renewals, upsells, and cross-sells. We prioritize data security and adhere to regulatory compliance, investing significantly in cutting-edge technology and strong partnerships to safeguard our customers' information. By choosing our software, you not only gain essential tools but also peace of mind knowing your data is secure.

Managing proposals, contracts, and client communications just got easier. ClientPoint Enterprise simplifies document generation, automation, and AI-powered collaboration through ClientPoints—dedicated workspaces and relationship sidebar for prospects, customers, and partners. Schedule meetings, chat, video conference, share content, e-sign documents, and even process payments—all in one centralized platform. Seamlessly integrate your CRM, ERP, BI, and other business tools, or leverage ClientPoint’s custom CPQ and endpoint solutions to optimize your tech stack and cut unnecessary costs. The platform also includes a content library, document storage, template creation, and automation for sales decks, proposals, and RFPs. Pricing is tailored to your business needs, branding, and customization level. For solopreneurs and basic users, ClientPoint.me offers a free solution.

Our solution platform simplifies the entire process from drafting and answering Requests for Proposals (RFPs), Requests for Information (RFIs), and Questionnaires to the creation and configuration of Proposals, Contracts, and Sales Materials, making it easier to collaborate and generate successful responses. We have meticulously designed our platform with a wide array of tools and features that focus on scalability, customization, and streamlined workflows. Among our essential functions are tailored workflows, live tracking, and the ability to manage an unlimited number of projects. Furthermore, all our solution packages include these key features, ensuring that you consistently have access to top-tier functionalities that enhance your productivity and effectiveness. With our platform, you can confidently tackle any project and achieve remarkable results.

Koncert is a B2B Sales Engagement platform with over 12 years focusing on B2B sales dialer technology innovation. Koncert’s power dialer platforms leverage AI to enable more conversations and pipeline. The sales activity of manually dialing each prospect is now super charged through automation to connect you with live prospects and scale up to 10 times your conversations with your prospects. Koncert sales dialers will enable more meetings, build pipelines and insights for coaching and training your sales team. Koncert provides four dialer options aligned to different sales workflows: Multi-line AI Parallel Dialer, Single-line AI Flow Dialer, Agent-Assisted Dialer, and a Click-to-Call Dialer seamlessly integrating into leading CRMs. Koncert dialers help sales teams skyrocket conversations for more pipeline while optimizing productivity. Koncert ‘s AI auto dialer and cadence platform are the B2B sales tools you need to power up more conversations and pipeline.

Chili Piper Meetings is an automated scheduling tool that helps revenue teams convert more leads to qualified meetings faster. After submitting a form on the website, our intelligent Concierge product makes it easy for prospects to book a meeting and/or start a call. Chili Piper uses smart rules, rather than the traditional inbound lead management method, to automatically qualify and distribute leads to the right reps. Our software allows companies to automate lead handoffs from SDR to AE and book meetings via marketing campaigns or live events. Forrester, Square, DiscoverOrg and Spotify use Chili Piper to create amazing experiences for their leads and, in turn, double the number of leads that they convert into meetings.

Discover effective sales material and prospect engagement through Sales Enablement, a powerful solution offered by Data Dwell. This platform boasts a variety of features including content matching, secure content storage, sharing capabilities, and tracking of prospect interactions. With Sales Enablement, users can uncover concealed decision-makers and receive direct guidance within Salesforce. Additionally, Sales Enablement provides real-time dashboards that empower users to gain immediate insights on high-performing content, enhancing their overall sales strategy. By leveraging these tools, sales teams can optimize their approach and drive greater success in their efforts.

Enhance your proposal creation process and efficiently address requests for proposals (RFPs) using Upland Qvidian. This cloud-based, comprehensive solution for enterprise-level RFP and proposal automation simplifies content management while boosting business efficiency through a centralized and reliable content library. Utilizing Upland Qvidian offers several advantages, such as the ability to centralize sales and proposal materials, facilitate real-time collaboration among teams, track business performance metrics, maintain compliance standards, and produce polished professional documents effortlessly. Additionally, its user-friendly interface and robust features ensure a seamless experience for users at all levels of expertise.

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.

The integration of a leading revenue intelligence platform with robust activity data capture and a next best action sales engine creates the most comprehensive solution available for fostering reliable growth in the industry. The accuracy of your forecast hinges on the quality of the data and insights that inform it. By automatically gathering all relevant details, Olono provides data-driven insights that enable you to identify deals that are “at risk” or may “stall,” allowing you to influence outcomes proactively, well in advance of any issues. While many organizations rely on over ten different sales stack tools to gather data, Olono consolidates this information, giving you a complete view of how each individual activity and their combinations affect pipeline progression and stage conversion. Designed for B2B enterprises aiming for steady revenue growth and effective sales execution, Olono offers real-time guided selling. As a SaaS solution, it seamlessly captures sales activities from more than 80 tools and sources, delivering actionable insights that empower sales teams to optimize their strategies. This comprehensive approach ensures that every sales initiative is informed and aligned for maximum impact.

Our premier Field Force Automation (CRM) solution was developed to meet the specific demands of the Pharma, Devices, and FMCG industries. The HD Platform/suite is designed to provide an unprecedented level of sales integration, combining customer relationship management, presentation tools, and data-driven closed-loop marketing into a single, cohesive platform. With a decade of experience in Sales Force Automation and CRM software, we possess a deep understanding of the unique business processes and challenges faced by these sectors. At the heart of our HD Suite lies SFA, which empowers sales teams to effectively manage their customer relationships, organize their daily tasks, and generate reports in a uniform manner. This innovative product is the culmination of over five years dedicated to market analysis and the incorporation of best practices gleaned from leading Pharma and FMCG companies. Furthermore, it is designed with a one-device usage philosophy, ensuring seamless accessibility and usability for sales professionals in the field. Our commitment to continuous improvement and understanding of industry trends allows us to deliver a solution that not only meets but exceeds the expectations of our clients.