Best Sales Force Automation Software for Mid Size Business

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

ActiveCampaign is the platform of choice for intelligent marketing automation. ActiveCampaign is trusted by customers in over 170 countries to power their personalized marketing, transactional email, and one-to-1 CRM interactions. ActiveCampaign has the highest customer satisfaction rating in Marketing Automation, E-Commerce Personalization and Landing Page Builders on G2.com. It is also one of a few software solutions that have over 10,000 positive reviews. ActiveCampaign was also named the Top Rated E-Mail Marketing Software by TrustRadius. ActiveCampaignoffers a free trial.

Selling can be difficult! It can be difficult to sell. However, having a clear plan, a supportive environment, and a sales CRM software can help you make it easier. Kylas can help you identify the right sales opportunities and support your sales efforts to increase success. It is essential to keep track of your opportunities and engage with them frequently to convert leads to deals, contacts, and companies. Kylas allows you to quickly search and filter your results. It also gives you a 360o view all your Leads. Deals, Contacts, Companies, and Leads - the core pillars of your Sales Pipeline. Kylas allows you to quickly capture leads from different sources and understand which ones can be converted into deals. Effective Sales Pipeline Management will ensure that your sales deals don't go sideways. You can create multiple and fully customizable lead and deal pipelines with multiple stages that meet your needs.

All-in-One CRM All-in-one CRM. Automate sales, marketing, service. Eliminate data leaks and ensure consistent messaging. Agile's latest features and integrations, ease of implementation, great support, and affordable prices are all yours. Cloud-based SaaS service that's mobile-ready, fast, simple to use, and cloud-based. Agile CRM offers a variety of pre-packaged email templates that will give your business the professional, visually appealing look and feel it requires. Look at Agile's email templates and choose the one you like. Then, create your message and automate the send. You can also create your own templates, even if you don't have programming experience. These templates can be customized to include your branding for extra impact.

Insightly helps you to understand your customers and grow your company. Insightly is a powerful and simple-to-use customer relationship platform that small and medium-sized businesses can use to increase sales, build relationships and deliver projects on schedule. It integrates natively with Gmail, Office 365 and MailChimp. Insightly offers tools that help companies manage their contacts throughout the sales cycle, track customer relationships and monitor their sales pipeline.

A Revenue Operations Platform that increases revenue results. Automated CRM updates Check. Time series analysis? Check. Clari offers more than just innovative features. Clari solves the real problem by combining revenue intelligence, forecasting, and execution insights. It is efficient and predictable in hitting your targets every quarter. Clari's Revenue Operations Platform is purpose-built to increase revenue predictability. It takes previously untapped data, such as call logs, CRM, email, and CRM, and turns it into execution insights that you can use for your entire revenue team. Clari combines AI insights with human intuition to enable your team to forecast with greater accuracy and foresight. It uses a consistent, automated process that can be used to manage all businesses in your company. You can collect valuable activity data from prospects, customers, and reps so you are always up to date on what's happening in your deals, in your business, and with your team.

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.

FullContact is a real-time, privacy-safe Identity Resolution company building trust between people and brands. We deliver the capabilities needed to create tailored customer experiences, improve ad targeting and measurement as well as improve identity verification and fraud solutions by unifying data and applying insights in the moments that matter. FullContact provides the data + intelligence you need in your platforms to accurately identify people and optimize experiences—while putting privacy and security first.

This web-based CRM Software Sales Management software can be used to track sales and sales needs. This software is suitable for small and medium-sized businesses. This software allows you to track and store all information regarding customers, sales team members and territories. It does not require a client site or heavy server software. All you need is a browser. This software can help your sales team be more confident and efficient in today's market. You can access all functions from one screen. Our intuitive and elegant user interfaces make it easy to perform various sales operations. Access 2010 source code is also available for a minimal investment. As your business grows, you can further customize our web-based sales management software.

Your inside sales team can thrive from anywhere. Get ready for virtual selling. High Velocity sales can help you increase productivity, scale best practices and adapt quickly. Every day, every sales rep can improve their productivity and redesign their sales processes. The Work Queue allows you to reach the right customers through the right channels. Einstein Activity Capture automates manual tasks and data entry to help your team stay productive. You can adapt to changing buying habits by continually improving your Sales Cadences. Keep your selling flexible and adaptable to changing demands. Use Sales Cadences to equip your team with new messaging templates that can be used in every channel. You can improve customer relationships by creating feedback loops for your team and coaching reps with Einstein Call Coaching. You can improve team effectiveness and make data-driven decision using KPIs and AI insights.

Evercontact will keep your address book current by creating new contacts and updating existing contacts. Over 40% of all address book changes occur within three months. Evercontact makes sure you have the most current contact information. Evercontact extracts contact information from email signatures. Our service creates new contacts and updates any changes to existing contacts automatically. Our subscription plans include unlimited contact updates, multiple email addresses, central address books, CSV downloadings, CRM integration, and unlimited contact updates. Your personal data is yours and only you. Evercontact is GDPR-compliant in terms of data privacy and security. Our service is available for Gmail and Outlook, as well as Office 365.

Our multi-channel engagement platform is scalable and flexible. It's based on real data, customized strategy and full automation. Maximize your reach. Our industry-leading email sourcing and sequence technology allows you to directly reach the people who matter most. Our lead generation technology is designed to help you attract high-quality, professional prospects. Our technology is compatible with all of your favorite sources. Data enrichment is a way to verify contact information. This ensures that you don't miss any opportunities. Buzz generates reports that help you make improvements and drive continuous growth. Sequential cadences enable you to automate and precisely time your follow-ups for direct messages or subtle touchpoints.

SalesHive uses Cold Calling and Email to book meetings with qualified buyers. Our AI-Driven email marketing platform can help you grow sales. You can scale your cold calling strategy without having to hire callers. Prospecting on social media can increase your reach. Flatter prospects will appreciate handwritten letters and gifts. Our customization engine makes emails more personal and engaging. Highlight landmarks such as the location of your prospects, their local sports teams, or the day of each week. Our Testing AI allows you to test thousands of sales emails and automatically determines the best combinations using campaign results. Open tracking pixels can be added to a small percentage of your emails to optimize your email copy and maximize the deliverability potential of your campaigns. Log in anytime to view campaign statistics, track meetings and download data.

The easiest and most intuitive sales engagement tool. Sales is hard. PersistIQ makes it easy. PersistIQ allows anyone to send personalized email sequences in less than a minute. PersistIQ can be used by anyone. The best part? Get PersistIQ free of charge. Free 14-day trial. No credit card required. You can master the system in just minutes. It's simple to use. This system is designed to save your team at least 10 hours per week. PersistIQ has zero onboarding complexity. Zero bloat. Sales automation tools are horrible. We all know this. They are slow and clunky. They are a pain for your sales team. They become the problem, instead of solving problems. We did something else. We got rid of all the junk. We stayed focused on the core features that your team uses every day to prospect, stay organized, move deals forward. PersistIQ is completely self-serve. PersistIQ makes your sales emails more personalized. Scale. Relevancy and personalization are key to higher response rates. It is important to sound human and not robotic.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

Reply.io is an AI-powered sales engagement platform that streamlines cold outreach with multiple mailboxes, turns website visitors into booked meetings with AI Chat, and optimizes your sales process with AI SDRs—covering everything from building lead lists to creating personalized sequences. Trusted by over 3,000 businesses and recognized among G2’s Top 50 Sales Products for 2024, Reply offers: - Cold Outreach Tools: Connect with prospects via emails, LinkedIn, WhatsApp, SMS, calls, and more - all combined in dynamic, conditional branch sequences. - AI SDR Agents: Automate sales outreach to increase meeting bookings. - Reply AI Chat: Engage website visitors and convert them into leads with AI-driven chat and video avatars. - Email Deliverability Suite: Ensure high email deliverability rates with comprehensive email health tools and Mailtoaster.ai. - Agency Growth Hub: Custom solutions for sales and lead generation agencies, featuring integrations, an agency dashboard, and a sales experts marketplace. Reply.io is ideal for small businesses, medium businesses, startups, agencies, and enterprises alike.

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

Xoxoday integrates to enterprise's daily-use apps and helps to accelerate Goals & Behaviors that matter. It currently offers 3 products, viz. Compass, Empuls and Plum. 1. Compass - Allows sales, channel, or operation managers to gamify their goals and behaviors like sales quotas for business managers, customer tickets support teams, and more. of deliveries for gig-workforce. 2. Empuls – Helps HR's/CXO's engage corporate employees by aligning them with goals, motivating, motivating, and collaborating with them. 3. Plum - A corporate commerce site that has millions of merchants in over 80+ countries. The merchants come from a variety of categories, including gift cards, experiences, activities, travel, and entertainment. All three products can be eaten separately or together.

Sales force tracker to eliminate friction at each step. A powerful sales force tracker that helps you close more deals, improve your relationships, and manage clients efficiently -- all in one field force management software.

FieldSense is an automation solution for field forces that combines a smart workflow with organizations that have a large field force. It allows businesses to track their field staff in real-time to ensure smooth operations. It provides instant updates to facilitate effective communication and coordination between field forces and managers. It offers comprehensive reporting and analysis, providing actionable insights to help make informed decisions. FieldSense has streamlined more than 2000 organizations in 85 countries, by digitizing their workflow.

Automation Hero's platform is democratized and bottom-up. Users can create automations from simple tasks to complex business processes using a no-code GUI. They can also add AI at any time without having to rely on IT or data scientists. The platform also includes Hero_Sonar, Hero_Go, and AI Studio. These allow you to upload or train AI models, and Flow Studio allows you to create automation flows. Robin, Automation Hero's personal assistant, is available for human-in the loop integration. Robin is also a feedback loop that helps improve AI models. Automation Hero can be used on-premises or in the cloud. Automation Hero is available on-premise or in the cloud. It comes with built-in orchestration.

Our Drips technology automates customer engagement. Go4Client's Drips feature combines SMS, Voice, Email, Mobile Landing Pages, and Email to communicate with customers. You can map out the customer journey to allow customers to flow through your sales funnel. You can trigger messages through different channels depending on the user's actions.

JeffreyAI is an AI-powered business automation platform developed to boost sales and marketing activities. It delivers functionalities for generating leads, automating emails, managing social media content, marketing via WhatsApp, and conducting SMS campaigns. Furthermore, it equips users with resources for streamlining workflows, dynamically interacting with customers, and automating numerous operations to evolve business approaches. Through the adoption of sophisticated AI technologies, JeffreyAI seeks to optimize processes, enhance productivity, and foster business expansion, enabling users to concentrate on cultivating relationships and conducting deal discussions. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead Generation

Experience the ultimate automation platform with Wrk, offering unparalleled ease and comprehensive capabilities. Gain access to a wide range of drag-and-drop API connectors, AI bots, RPA & OCR bots, and even human-based tasks, all consolidated within a single automation platform. Effortlessly connect Wrk Actions through the user-friendly Wrkflow Designer, empowering you to construct a fully customized end-to-end automation solution that precisely aligns with your unique processes. Start automating today with Wrk, for FREE!