Best Sales Content Management Software for Microsoft Excel

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Automate your meeting notes with roombriks, your AI-powered scribe. For pitches, discovery calls, back-to-back meetings, and beyond, roombriks takes note-taking off your plate. While you stay engaged, roombriks is hard at work transcribing the conversation. Once the meeting ends, the highlights and details that matter most are organized automatically into the format of your choosing. roombriks connects seamlessly to the platforms you’re already using. From there, sharing is a cinch. With a single click, you can keep key stakeholders, colleagues, and company leadership in the know. Questions about the meeting? No problem. For an instant answer, just ask roombriks as if you were messaging a coworker.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

With version control, you can update outdated assets that are inaccurate or off-brand with just a click. Masset will also notify anyone who has downloaded, shared or viewed the asset of the changes. Now you can search for your content without leaving Slack. You can now view, download and even share your content from Slack by simply typing in a quick query. Create personalized content rooms right in your CRM. All content analytics and interaction with the content tracks are sent directly to the marketing team. You can upload.CSV files in bulk to link to external assets and centralize them in one place. Over time, content will become outdated. Content flagger allows anyone in your company to flag content that is outdated so your database can be as accurate as possible. You can now see which content is being used and which is not by your organization. Marketing doesn't receive enough feedback on their content.

SmartSales is a field sales CRM that can eliminate paperwork and allow reps to sell more and better on the road. It also saves them up 90 minutes per day. Territory management allows prospects and customers to be geolocated and segmented. It stocks, prices, and docs can be updated with constant accuracy. You can keep track of everything, customize it and generate detailed visit reports as well concise notes. You can place orders immediately in the app. There is no need to wait. Sales representatives often have to bring lots of paper documents and product catalogs with them to appointments. They don't have access to stock availability at all during appointments. They sign their orders on paper documents that must be manually re-encoded in CRM. Sometimes, they show customers outdated marketing documents. SmartSales is the right choice!

Headful is the most powerful AI-driven application for information and knowledge dissemination. Headful streamlines sales, marketing, support and service communications with its easy access, group-specific contents and multi-channel distribution. Boost productivity, accelerate information delivery and manage content efficiently. Headful is an intuitive and powerful sales content management tool designed to simplify communication and empower your sales team. With headful, you can easily share compelling stories, stay current, and achieve measurable sales success, no matter what size or nature your business is. Our intuitive platform has empowered over 20.000 users and helps to centralize communication tools without hassle. Headful's simplicity means that no matter what your IT experience, anyone can navigate the system and make the most out of the information.