Best Sales Force Automation Software for Mid Size Business

SmartCloud Connect for Salesforce takes inbox and calendar integration to the next level. SmartCloud Connect is a highly customizable, all in one solution for modern sales teams. It brings Salesforce directly to your inbox, so you can streamline document management. SmartCloud Connect allows sales reps, managers, sales operations, service professionals, and sales personnel to see their clients 360 degrees right from their inbox. They can sync their email, calendar, contacts, and other objects with any custom object, and know what happens to your email after it has been sent. SmartCloud Connect is compatible with Office365, Outlook and Gmail, Mac, iOS.

Real-time engagement is a great way to increase revenue. Timing is more important than ever for your sales team. Automated flows can be created and sent instantly in less than 60 seconds. Your team will be able to spend less time on manual tasks and more time responding to real prospects. Your sales and marketing teams can create incredible experiences for your leads to increase engagement by up to 50%. It's easy to search for and manage your leads with us. Search your active leads and search for new leads from our lead database. Are you looking for an awesome outreach automation tool? Cliently offers both electronic and physical engagement options. You can customize your playbooks to suit your process. Add task reminders, call reminders and a reminder to connect on LinkedIn. Don't miss a step in closing a deal. All emails from all contacts will be visible in the Cliently Lead Card once they have been added to a flow. This makes it easy to work from one location.

Authora's Encrypted Data Gateway Engine (EDGE), is an OpenPGP-compliant command-line program. Edge integrates cryptogrphic functionality into your existing business processes. Edge runs on Windows as well as a variety of UNIX platforms. Every command can be automated or integrated with an existing process. EDGE can operate in the background and foreground (UNIX background process). Encryptik is the best defense and allows for you to layer the threat response from all agents. Encryptik allows for visibility, discovery, and advanced protections of critical data. It also offers a custom search. It is a native solution that does not require additional infrastructure to be purchased. It takes very little setup and configuration time. Encryptik offers all the tools necessary to ensure that clear data are fully protected.

Our award-winning CRM platform helps you increase revenue, foster customer relationships and analyse performance. webCRM assists your sales team with real-world tasks. It tracks the day's tasks and remembers follow ups. It quickly creates call lists or segments e-mail broadcasts. These are just a few of the many features that allow you and your team to spend more time with customers. It is now easier for salespeople on your team to remember important follow-ups. The task management page on the homepage gathers all the tasks for the day. You can quickly analyze data and create reports that you can present to the sales meeting. You can also use the analysis tool for segmenting e-mail broadcasts. Reduce duplicate work in the accounting and sales departments. WebCRM allows you to sync data from your ERP system. A new system can only be successful if it is used. Experienced salespeople create webCRM.

Entersoft Pocketbiz®, a complete suite for Android mobile apps (Pocketbiz Sales and Pocketbiz Field Service as well as Pocketbiz Pharma, Pocketbiz Track & Trace and Pocketbiz Business Intelligence), that allows sales and customer service executives to maximize their performance. - Faster ordering in a manageable environment that minimizes registration times - Optimized merchandising and administrative tasks of dealers - Optimized routing planning based upon customer position (Powered By GraphHopper API - 360deg customer view - Reduce administrative costs and eliminate errors by simplifying performance and reliability of system (bidirectional) integration with ERP/CRM back-end systems - Many KPIs, intelligent data analytics for decision making, sales, and bid strategy, based more on data than speculation.

Inzant Sales is a mobile platform that allows wholesalers to sell. Inzant Sales offers a range of services, including the ability to present stock, place orders and manage their CRM. It also allows sales reps to map clients geographically. Inzant is based in NSW (Australia) and works closely with clients to ensure a smooth rollout. The platform can integrate with any major ERP and accounting software, which streamlines the entire sales process. Reps can easily present your entire product line at the touch of one button. The integration between the platform with your back-office programs reduces administrative time and minimizes paperwork. Automating the repetitive aspects of wholesale sales allows you to concentrate on what's important to your business, instead of being bogged down in paperwork and reporting.

You can use your existing contacts database in Excel spreadsheet or CSV format and let the system store them securely for any future work. You can apply filters to your contacts and create segments by country, company position, or any other custom field. You can also save segments for future campaigns. Select your target segment and create your first automated email sequence using behavioral and time-based triggers. Include snippets to make it sound natural. Track the performance of your campaigns with Reports. You can turn leads into opportunities or close deals by turning opportunities into opportunities. Platformax is an inside-sales CRM that was built on over 40 years of sales experience by our co-founders. It is a modular sales platform that optimizes all aspects of your sales process. This includes prospecting, lead nurturing, opportunities tracking, sales fulfillment, order delivery, and after-sales support.

CompanionSFA is a Sales Force Excellence Solution that enables optimization of Field Activities, Marketing Initiatives and CRM cutting across different customer interactions. Innovative mobile-based sales force automation has become a necessity due to the rapid growth of smartphones. This allows the sales team to report on a phone-to-phone basis and the management to see the status of remote locations. Companion can transform the way that you manage customers. It's quicker, easier, more effective, and more productive. Go Digital Today. Cross-selling and upselling are two of the most important aspects of a company's bottom line. You need a CRM system that can show you the history and orders of your customers. This can then be used to improve your prospects.

What is Calldrip? And why should my sales team use it? Calldrip has been helping businesses respond to new inquiries for over 10 years. This experience has allowed us to create our suite of sales automation tools, which we have now made available to thousands of customers around the world. We were able to increase the number of conversations between your sales team members and your prospect by triggering a call while they are still on your website. This can result in up to 900% increase in conversation. Salt Lake City, UT is the home of this privately-held, fast-growing company. Today's Google Micro Moments world requires that businesses engage with prospects FAST. Calldrip provides instant engagement and highlights potential issues in sales processes.

To enable intelligent, contextual conversations, connect systems of engagement with customer data when it is most important. Transform customer experience into a standard. Tenfold provides service and sales reps with the complete context of each customer at all points of interaction. It's all in one pane of glass. Our technology allows reps to anticipate customer needs and take key steps to close more sales and tickets. Our wide range of workflow automations will save reps time and hassle. Tenfold automatically logs all customer interactions and notes in your CRM. Our Click-to-Dial feature will end manual dialing. You can access all features, including script pop-up and seamless note taking, from one interface.

iSEEit Salesforce helps you to Qualify better, increase sales process adoption and close more deals. Evidence-based forecasting. Identify gaps early in the sales cycle. To prevent deals from falling apart, track your progress. Visualize the buying circle. Understanding their motivations and roles. Making sure sales is speaking to the right people. Rizan Flenner is a veteran sales professional and our CEO. He started his career as a Sales Rep, then he worked his way up to become a Sales Leader. He has had many opportunities to work with some of the most innovative companies in the world, including Dynatrace, Mercury interactive and BMC. The native Salesforce app, iSEEit Opportunity Management tool, helps you visualize your sales process. It seamlessly integrates all of your data into one platform.

OpusViz provides sales automation solutions. Our DCSM is a complete solution for FMCG/consumer durable businesses selling through distributor/dealer networks. DCSM provides interface for distributors, dealers, promoters, sales team, and promoters. You can share product catalogs, price lists, promotions, dealers, distributors and orders with other users. You can also generate summary and drill-down reports. Hierarchical access to sales data transactions is possible with reporting. Digital order booking is made easier by real-time access to product catalogs, pricelists, and schemes. Track users' geolocation when they order, pay collection or visit dealers. Data security is guaranteed with regular backups and cloud storage. Geo location tracking allows for real-time order booking and helps detect fake data.

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.

ProSTART Custom ProSTART's pre-built modules deliver more features in less time and at a lower cost. ProSTART is 2-3 times faster than Salesforce, Oracle, or similar "build-from scratch" database management systems. ProSTART offers a complete set pre-developed database modules to speed up the development and deployment process. Each module can be customized to suit your business.

LuxorCRM – Strategic Sales CRM is the most customizable online CRM software that allows restoration contractors to develop relationships, track leads and drive sales. LuxorCRM is the only CRM software for contractors that has been built with proven sales methods that work in the restoration sector. LuxorCRM's strategic, sales through classification solution gives you visibility into your sales processes. This will allow you to manage your sales team better. LuxorCRM's unique classifications help you keep your salespeople focused on the right clients at the right time, whether your focus is on prospecting new clients or maintaining existing relationships with insurance partners. This CRM is ideal for restoration contractors who want to empower their sales teams. It features industry-specific tools and robust reporting.

Simple Sales Tracking, a web-based CRM software that tracks, analyzes and forecasts individual and team sales pipelines and contacts, is web-based. Simple Sales Tracking was developed out of a need in our sales team. We tried many crm sales tools back in 2005, but each one proved too complicated, difficult to learn or expensive. All your important files should be kept together so that they are easily accessible to your entire team. You can also link the files to your Sales and Contacts so that you can quickly retrieve them. Keep track of all your to-dos. Fully featured task management system, which is also integrated into the Contact and Lead Management features. Any important email message you send to your personal email address will be automatically stored in the system. A link will also be created between two email addresses that are identified as matching any of your Sales or Contacts emails.

A system that manages a company's interaction with its current and potential customers. CRM is the use of technology to automate, synchronize, and organize sales, marketing and customer service. SFA includes a system for managing contacts and following up with customers. Designers, architects, real estate developers and contractors, agents, brokerage offices, etc. There are many others, such as nonprofits, tech companies, online businesses and more. Business service providers, such as accountants, attorneys, and consultants.

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.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Start by importing your contacts and letting our platform store them safely. You can merge duplicate contacts, filter them, and sort them in a way that is most beneficial for your business. You can save your filter preferences so you don't have it to do repeatedly. Attach leads to activities like calls, meetings, or emails to make them come to life. Deloz will ensure that your activities produce the best results. You can become a master salesperson by having all of the information you need while making phone calls or sending emails. 2-way sync will ensure that all important emails are displayed to you. On average, 7 interactions are required to close a sale. Our product will ensure you don't miss any interactions and get everything done efficiently.

One solution to manage all aspects of your customer journey. Streamline your process, make smarter business decisions, and accelerate your growth. You can make it your way. Automate repetitive tasks to lower costs. Professional and personal communications can impress and inform customers. Use feedback emails to learn from customers and prospects. For each team, create unique dashboards. Filters can be used to find the information you are looking for. You can drill down to customer-level information and complete notes history. Export easily for further processing. Do you need to combine reports from multiple tools with different login details and support teams to better understand your business? Your business will soon be in trouble if it has a large tech stack. Anthill provides instant visibility and control over your entire company with a single, clean, and simple-to-use interface.

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.

SalesScreen is the leading all sales gamification solution. Our platform helps managers engage their sales teams and reps with real-time performance data, dozens of fun competitions, personal milestone celebrations, a reward shop offering real prizes, and streamlined sales coaching that get your team to goal.

Exceed.ai helps marketers increase their SQL conversion rates by working alongside their team. Our AI-assistant engages with every lead, attends every inquiry, qualifies every lead at scale, in real time with a personalized human-like two-way conversation over Email, Website Chat and SMS. The AI assistant automatically rings in sales when qualified leads are ready for a conversation with a human and book a meeting on your rep's calendar. Exceed integrates seamlessly with your CRM. It automatically updates your marketing automation platform to reflect the most recent lead status. This includes leads who are qualified, change jobs or leave the company. Exceed.ai is helping companies like Monday.com, SugarCRM and LTSE to exceed their goals.