Best Sales Force Automation 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.

Marketo Engage is part of Adobe Experience Cloud and is a complete solution that allows B2B marketers to manage leads and transform customer experiences through engaging with customers at every stage of complex buying journeys. Marketo Engage supports both account-based and demand-based marketing strategies. It combines sales and marketing to create personalized experiences, optimize content and measure business impact across all channels, from acquisition to advocacy. Rich behavioral data, built in intelligence, and sophisticated flow flows can be used to identify, engage, & accelerate your best opportunities. To deliver consistent and relevant experiences every time, you can use A/B testing, predictive content, and personalization. Reach buyers and prospects across all channels, including email, display and mobile, social media, search and offline. Deliver timely and engaging experiences. Optimize your marketing impact by understanding, proving, and optimizing it.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

Dynamics 365, the next generation CRM and ERP application, can accelerate your business growth. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. You can take actions that will drive your business. Build stronger relationships. Increase productivity and performance. A single view of all customers. Find and nurture the right leads. Connected customer experiences. Keep up-to-date with market trends. Deliver positive customer experiences--faster. Optimize your resources and make technicians more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to improve efficiency. Reduce operational costs and financial complexities. Transform from reactive to proactive operations. Automate and simplify manufacturing and supply chain management. Maximize the lifespan of your assets. Unify your digital and physical commerce. Personal engagement is a way to build brand loyalty. Exceed customer expectations.

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.

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.

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!

Azurepath is a simple to use lead management software that helps to manage, generate, and boost prospects. Drag and drop allows users to easily track activity, forecast and generate reports, and create crucial insights in real time. Azurepath gives your sales team the edge they need by allowing you to track every account and never lose track of another lead.

Spinify is the #1 Sales Gamification Company! Are you tired of having whiteboards in your office that are almost out of date? Do you have TVs in your office, but would you like to use them for sales gamification purposes? Spinify offers thousands of layouts that allow you to create beautiful leaderboards and competitions in minutes. Friendly competitions that drive activities and results overnight. The best part is to celebrate when players reach their goals by creating engaging YouTube music videos. It's never been more fun to succeed at work. Easy to set up, free trial. All major CRMs, including salesforce, google sheets and excel, are supported. Are you ready to gamify the office? We can help!

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.

Our software increases deliverability and automates follow ups, so you get more responses with less effort. You can create contacts manually, use the contact forms, or import bulk prospects via CSV or Google Drive spreadsheets. Maximize your workflow and automatically import your Google Drive spreadsheet when it is modified. Personalization makes every email stand out and increases open and reply rates. Your own attributes/merge tags. Variations can be added using A/B Testing and dynamic texts to increase deliverability and improve your response rate. You can find new leads every day by waking up and building a predictable pipeline. We reach out to prospects who have already replied via the campaign and then take those contacts into consideration. Spam filters are becoming more sophisticated every year. Our advanced auto-warmer technology monitors and maintains your inbox health so that your emails have a better chance of reaching your recipient.

Create product experiences that are relevant to every stage of the customer journey. It is important to tell your product story clearly, and it should be embedded everywhere. Make sure your presentations are flawless and leave no trace. Make it easy to follow self-paced training guides. Self-guided demos let people experience your product without worrying about getting lost or breaking it. A simple and intuitive experience allows you to communicate clearly and effectively your value. Highlight key points to give people a lasting impression about your product. Regale Studio allows users to easily capture images and animations, keep track of where they clicked, and then quickly assemble them into a demo. To meet your specific needs, you can quickly create demos of desktop, mobile, and web applications. You can easily edit your demos and keep them in sync with the product. You can create a live experience without having to set up and configure custom demo environments.

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.

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.

You can quickly develop state-of-the-art sales processes and increase sales potential in just a few short days. All it takes is a process. No matter what business you are in, your sales and marketing team must follow a set of steps to close a sale and fulfill an order. SELLSATION allows you to standardize these processes across your organization. Standardization leads to growth. Standardization will improve the productivity of your employees and promote best practices within your company. Our clients see an immediate increase in business. Our customers get valuable insights into individual and team performance, as well as revenue growth and overall revenue. However, revenue is a slow indicator.

Garvis' mission is to make Artificial Intelligence for forecasting, demand planning and other tasks easy, understandable, and accessible while keeping planners in control. We are the first bionic demand planning system to drive the paradigm shift towards human-machine collaboration. Our system combines data in its richest form with an AI that is user-trainable and transparent, enabling planners to make the best plans for the future. The current volatility calls for a radical new demand planning environment. This allows planners to regain control and respond to changes more quickly and accurately. How to get actionable insights into demand and how to implement it in a day. Garvis enhances Excel reports with user-trainable AI. It also includes an integrated data wrangler that converts rows and columns into a series of rows with product information, including sales data. This allows for a quick start of up to an hour.

Our app has the following features to make sales easier. All your customers and contact information can be stored in one place. You can access it from any device. It only takes a few clicks to keep your inventory and products up-to-date. Receive notifications when inventory is low. You can easily create invoices for your sales and email them to your customers. They are easy to use for any non-tech salesman. You can generate reports of your daily, weekly and monthly sales. It can be exported in PDF, Excel, Text, and Text. Our app is trusted by entrepreneurs and start-ups who use it daily to track their sales. Daily Sales Record app was designed to be simple and straightforward. This section allows you to manage your customers. You can upload an image and contact information for your customers. This is the first step. This is where you will do your daily sales.