Best Sales Force Automation Software for Microsoft Dynamics 365

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors. This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module. With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales. The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways. Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.

Clear C2 understands that every company has different business needs. C2CRM was designed to allow you to select the functions that you require. Our CRM system is cost-effective and will grow with your company. C2CRM comprises four modules that can be combined to create a complete CRM solution: Customer Service, Sales Automation, and Marketing Automation. Our core module, the C2CRM Relationship Management module, is the basis of our solution. It contains all the logic required to manage your business relationships. With built-in dashboards and reports, you can see 360 degrees of your accounts, contacts, activity, and workflow automation.

Kixie: Smarter Calling & Texting for Revenue Teams Kixie is the AI-powered sales engagement platform that helps teams connect faster, close more deals, and scale effortlessly—all while keeping it personal. 🔥 Outbound Sales: Boost connection rates up to 400% with AI-powered Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Automate calls & texts for instant follow-ups and high-converting outreach—without the manual work. 📞 Inbound Sales & CS: Handle more calls with smart CRM-based routing, shared SMS inboxes, and instant auto-replies. 📊 RevOps & Leadership: Get AI-driven insights, real-time coaching tools, and advanced analytics to level up your team. 💥 Supercharge your sales team today! Visit our website to get started for free, no credit card required.

Klyck helps you close more deals and build stronger relationships. Klyck makes sure that sales teams have the right sales content and marketing content at the right times, which allows for better customer conversations. Klyck's data insights allow sales and marketing leaders understand customer engagement and create superior sales strategies. We combine content intelligence, training integration and customer segmentation to make any sales rep, whether seasoned or new, a qualified sales professional. Learn how Klyck's sales automation software helps B2B clients to improve their sales process, close more sales deals, and maximize sales content utilization. It is difficult to lead a customer through a complex B2B sale cycle. Our platform improves customer conversations by improving sales alignment, significantly reducing time required to find sales content, and providing powerful data analytics on customer interactions.

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.

ZoomInfo is a leading business intelligence platform that provides companies with comprehensive data and insights about businesses, professionals, and market trends. It helps organizations streamline their sales, marketing, and recruitment efforts by offering detailed profiles, contact information, and firmographics for millions of companies and decision-makers. ZoomInfo leverages AI-driven analytics and data mining to deliver actionable insights, helping businesses identify new opportunities, optimize outreach, and make informed decisions. With tools for lead generation, account management, and sales prospecting, ZoomInfo is widely used by sales and marketing teams to accelerate growth, improve targeting, and enhance customer engagement.

Expand your audience with our versatile engagement platform that utilizes genuine data, tailored strategies, and comprehensive automation. Successfully connecting with the appropriate individuals at the optimal moments is essential for fostering a robust network. With our industry-leading email sourcing and sequencing, you can effectively target the key players who are crucial to your success. Our unique lead generation technology helps you draw in knowledgeable, professional, and high-caliber prospects. Furthermore, our system is designed to integrate seamlessly with all your preferred sources. Through data enrichment, we gather precise contact details, ensuring each new prospect is verified so you never miss out on potential opportunities. Additionally, Buzz generates insightful reports that highlight actionable improvements, allowing you to drive ongoing growth and enhance efficiency. Automated sequential cadences facilitate well-timed follow-ups for your direct messages and subtle engagement points, ensuring that every interaction is as impactful as possible. By leveraging these features, you can truly elevate your outreach efforts.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Sales enablement that effectively drives deal closures is crucial. This comprehensive platform for sales engagement encompasses essential elements such as content management, communication tools, and sales intelligence to optimize every interaction with potential buyers. It systematically organizes curated content and team collections, ensuring that resources are easily discoverable and can be personalized to remain current. Each customer engagement becomes significant, with seamless interactions facilitated across various channels, including online, email, mobile, screen sharing, and face-to-face meetings. The platform offers unparalleled insight into every customer touchpoint, equipping sales representatives, leaders, and marketers with the necessary engagement analytics to enhance their decision-making. It intelligently directs sellers to the most relevant content tailored to each stage of the CRM process, utilizing a unique set of rules-based recommendations that bolster the sales experience and boost productivity. Additionally, it accelerates onboarding processes and promotes effective practices, as ClearSlide Replay recordings alongside performance dashboards provide valuable coaching tools and visibility into meetings, presentations, and slide usage, thereby enhancing overall sales effectiveness. By integrating these features, organizations can achieve higher levels of sales proficiency and responsiveness.

Sales Buzz is a 360° Mobile Sales Force Automation System, that works via Mobiles and Handheld Devices, you will be able to monitor and empower your sales force, merchandizers and distribution channels to increase revenue, improve data insights and enhance customer service A technique of using software to automate the business tasks of salesmen, including journey planning, contact management, order processing & invoicing, inventory control, tracking and customer management. Sales Buzz objectives includes, increasing control on Sales Team, Merchandisers, Deliverymen and Collectors. It improves efficiency. It also automates repetitive tasks, there is scope for reducing errors significantly, creating better working schedules, and enabling faster access to information. It provides exclusive insights that can help the sales representatives and sales managers create a strategy that will increase their sales reach in the future. It optimizes use of current assets and resources. It automatically gathers and processes data to extract actionable insights to help businesses make informed decisions.

Stack Moxie loves marketers. We are marketers. We know technology can make marketers do amazing things. Marketers are set up to fail. Marketing departments need to be efficient, deliver more and comply with strict regulations. A CMO knows that technology is the best way to scale a business and ensure compliance. A CTO would be reluctant. She is aware that marketers are missing a key tool that IT cannot live without. A CTO would insist on stack testing. End-to-end, repeatedly. Are web forms functioning properly? Did customer input trigger the correct actions? Can we pass an audit These tools are not available to marketers, nor is the budget or time required to perform this manually. Stack Moxie was born out of this. Stack Moxie puts IT know-how in the hands of marketers. We make sure martech works: leads don't get lost, digital advertising spend doesn't go to waste, and broken things are noticed.

Repsly's retail execution platform enables CPG field teams improve field sales performance, promotion compliance, and merchandising execution by connecting them to the data and tools that they need to work smarter in their accounts. Repsly's configurable platform provides field teams with solutions for ordering, scheduling, data collection, time tracking, mileage tracking, sales performance reporting, as well as data collection. Our unique approach to data is what makes us stand out. The Repsly platform aggregates data on shelf-level execution and team activity to help field teams make better decisions that maximize their impact. Repsly's over a decade-long experience in helping CPG teams execute in the field has resulted in more than 5,000,000 in-store activities each month in 80 countries.

Spinify makes hitting sales goals exciting. Our sales gamification platform turns KPIs into live competitions, instant recognition, and rewards that keep teams motivated, accountable, and performing at their best—whether in the office, remote, or hybrid. Motivate & Engage Your Team Sales teams thrive with clear goals, real-time feedback, and the drive to win. Spinify uses real-time leaderboards, challenges, and achievements to make performance visible and inspire healthy competition. Reps always know where they stand and how to reach the top. Celebrate Wins Instantly Recognition fuels motivation. Spinify automates celebrations with personalized messages, music, badges, and confetti. Whether it’s closing a deal, logging calls, or hitting an activity target, every success gets the spotlight it deserves. Custom Competitions That Fit Your Goals Every business is unique. Spinify lets you fully customize competitions, KPIs, and rewards so they align with your sales process and company culture. Run individual or team-based challenges, set short sprints or long-term goals, and adjust incentives to keep performance high. AI-Powered Coaching for Faster Growth Great sales leaders don’t just track numbers—they coach. Spinify’s AI Coaching Agent analyzes performance trends, highlights strengths and opportunities, and provides actionable insights to help reps improve faster while maintaining healthy engagement. Why Sales Teams Love Spinify Real-time visibility drives accountability Automated recognition keeps morale high Custom gamification fits your strategy AI coaching accelerates improvement Trusted by GE Appliances, Re/MAX, Amica, and Dialpad, Spinify has powered over 1.5 million leaderboards to boost engagement, productivity, and revenue.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

DemandFarm offers three 100% Salesforce native products to help enterprises unlock the full revenue potential of their key accounts: Account Planner: All-in-one solution to standardize account planning, unearth hidden whitespaces, analyze and plan against competition, centralize account intel, perform in-app and offline QBRs, and keep track of portfolio-level revenue impact indicators. Org Chart: Intuitively visualize complex organizational hierarchies, create context-rich relationship maps including opportunity-specific ones, understand how well and how often you're engaging all key stakeholders and create engagement strategies— all in one place. Opportunity Planner: Implement SPIN, MEDDIC, or any of the other 20+ sales methodologies for your opportunities with a methodology-agnostic planner, score opportunities with precision for better prioritization, create opportunity-specific org charts, and view all information related to an opportunity in one dashboard and assign next steps with confidence. DemandFarm is ISO/IEC 27001:2013 and ISO/IEC 27701:2019 certified as well as SOC2 Type II compliant. Learn more about why 15,000+ users love using DemandFarm to manage their key accounts, visit demandfarm.com

Transform Your Emails into Contacts Effortlessly. Instantly extract every contact detail from your emails, signatures, and calendars, ensuring seamless synchronization with CRM and marketing platforms to keep your contact information current. Understanding How SigParser Operates. We simplify the process for individuals, teams, and entire organizations to discover and refresh their contacts and additional information sourced from emails, signatures, and calendars. Countless Contacts Discovered. Typically, a group of ten sales representatives can uncover approximately 15,600 new contacts within just two years of their email and calendar archives. Regular Scan & Sync Pricing. SigParser conducts automatic scans of all email and calendar accounts several times each day to enhance and update contacts in your CRM and marketing systems. Comprehensive History Scan Pricing. Access up to a decade's worth of past emails and calendar entries to generate a premium contact list ready for integration with CRM and marketing tools. Extensive Developer API Pricing. SigParser provides an extensive range of APIs that developers can leverage for parsing email content, which opens up a world of possibilities for customized solutions. With these tools, you can streamline your contact management process, ensuring that your database remains robust and relevant.

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.

Efficiently purchase and oversee cross-media campaigns utilizing a media buying platform specifically designed for advertisers and agencies. Enhance both direct and programmatic revenue streams through a fully integrated advertising sales solution tailored for publishers and agencies alike. Stakeholders can seamlessly plan, implement, and control campaigns via a personalized self-serve advertising portal. This solution caters to both direct and programmatic advertising, incorporating connections to prominent ad servers, ad exchanges, SSPs, and DSPs. It also offers comprehensive features for managing print advertisements, including a detailed real-time booking calendar for streamlined campaign oversight. All essential out-of-home advertising functions are encompassed, ensuring effective inventory and price management. ADvendio operates on the Force.com® platform, benefiting from the reliability and scalability associated with a reputable name in cloud technology. This robust platform allows us to meet diverse business requirements through powerful APIs and mobile-friendly tools, making campaign management more efficient than ever before. Furthermore, the user-friendly interface ensures that even those with limited technical expertise can easily navigate and leverage its capabilities.

Revegy's intelligent planning platform for sales helps sales teams stay aligned and build relationships that will have measurable impact on their most important accounts.

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

The future of customer relationship management is designed to be user-friendly. Transform sales practices and enhance efficiency through straightforward prompts for your clients, representatives, and account teams, all supported by a unique Edge AI platform that prioritizes sellers. With three decades of leadership in CRM and enterprise software, Tact.ai offers a versatile engagement model and cutting-edge technology, making it the perfect ally for refining your current CRM systems while establishing a more manageable CRM landscape for future success. Prioritize your sellers with Tact Assistant, which provides real-time monitoring, seamless data entry on the go, insightful nudges, and productivity enhancements—all within a comprehensive user experience that boosts representative productivity and strengthens CRM adoption and governance. This innovative approach not only fosters better sales outcomes but also ensures that teams can operate more effectively in an increasingly competitive market.

Keep a close watch on your business's operational expenses to streamline the sales process effectively. Enhance your existing operations by implementing automation for tasks that take up valuable time for your sales personnel, thereby boosting their efficiency. Utilize customer segmentation, scoring, or profiling to tailor your sales teams and overall business strategies. Evaluate the optimal methods for engaging with each client to achieve improved outcomes and increased revenue. Take the initiative to identify actions that will lead to superior results. Vincle offers an open platform that seamlessly integrates with various third-party applications via APIs. This specific module can easily connect with other systems, such as SAP, JDE, and Dynamics, as well as external data sources. Consolidate all your commercial strategies on a single platform. This solution not only meets but surpasses your requirements, revealing new opportunities along the way. Accelerate your go-to-market approach, whether it focuses on physical retail, online stores, or B2B e-commerce. In doing so, you position your business for sustained growth and enhanced market presence.

The leading platform for enterprise sales engagement designed for revenue-driven teams. It enables your sales personnel to connect with potential buyers more swiftly. By leveraging AI powered by Real Data™, it revolutionizes sales engagement software, surpassing basic cadence tools. This results in a more robust pipeline and facilitates better customer expansion strategies. Additionally, it fosters impactful dialogues with both prospects and existing customers, ultimately driving faster revenue growth. Playbooks transcends the capabilities of a standard sales auto dialer or sequencing tool. Instead of merely increasing productivity, it empowers teams to focus on the most effective actions. Sales representatives receive insights on additional contacts along with tailored suggestions on the optimal timing and methods for outreach, enhancing the efficiency of their efforts. Furthermore, leadership gains critical visibility into the performance of their remote sales teams, allowing for an understanding of effective strategies and areas that require improvement. This comprehensive approach ensures that everyone is aligned towards achieving the best possible outcomes.

To create outstanding customer experiences, it is essential for contact center agents to have a comprehensive and integrated perspective on omnichannel interactions. InteractionSync for Genesys Cloud delivers this capability, allowing agents to provide exceptional service quickly, efficiently, and consistently. A successful holistic customer experience strategy requires the merging and integration of critical systems such as your CRM and contact center. With InteractionSync for Genesys Cloud, agents gain a seamless view of omnichannel interactions within Microsoft Dynamics 365, consistently enhancing customer experiences with both speed and quality. By streamlining navigation and minimizing keystrokes needed to retrieve customer details, agents can save a considerable amount of time. Additionally, features like intelligent screen pops and the automatic generation of Dynamics 365 activities further enhance efficiency, allowing agents to focus more on customer engagement rather than administrative tasks. This integration not only boosts agent productivity but also significantly improves overall customer satisfaction.