Best Sales Force Automation Software for Microsoft 365 - Page 2

Find and compare the best Sales Force Automation software for Microsoft 365 in 2026

Use the comparison tool below to compare the top Sales Force Automation software for Microsoft 365 on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

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    SalesDirector.ai Reviews

    SalesDirector.ai

    SalesDirector.ai

    $29.00/month/user
    SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.
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    Autoklose Reviews

    Autoklose

    Autoklose

    $49.99/month/user
    Accelerate your deal closure process with an all-encompassing sales engagement platform and B2B data solution. Designed specifically for entrepreneurs, marketing professionals, and sales teams, Autoklose empowers you and your staff to efficiently target ideal prospects using a vast database brimming with verified B2B leads from various sectors, all while leveraging an array of powerful filters. Convert prospects into dedicated customers by deploying sequences of meticulously crafted emails at scale, adjusting your campaigns in real time, and streamlining your sales workflows. Expand your business by effectively managing your teams, assessing the performance of your campaigns and individual members, and obtaining insightful reports directly from your dashboard. Keep a close eye on essential metrics such as sent, delivery, and bounce rates while also tracking KPIs like opens, clicks, and replies to make informed decisions. Instantly access your campaign statistics and gain the ability to foresee customer engagement trends and behaviors, ensuring continuous improvement in your sales strategy. This comprehensive approach not only enhances performance but also fosters lasting relationships with clients.
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    SigParser Reviews

    SigParser

    SigParser

    $59 per month
    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.
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    Regale Reviews

    Regale

    3Sharp

    $960 per year
    Craft engaging product experiences tailored for every stage of the customer journey. Articulate your product narrative effectively and integrate it seamlessly into various platforms. Develop presentations that are foolproof and leave a memorable impact, alongside straightforward training materials that are both accessible and engaging. Self-guided demonstrations empower users to explore your product confidently, eliminating concerns about navigation mishaps or potential errors. An intuitive interface enhances your ability to convey the product's value proposition clearly and effectively. Emphasize essential insights that ensure your audience retains a vivid impression of how your product can fulfill their needs. Regale Studio enables you to capture visuals and animations, monitor user interactions, and easily compile them into cohesive demos. With the ability to create demonstrations for desktop, web, and mobile applications in a matter of minutes, you can address your specific requirements efficiently. The user-friendly features allow for effortless editing and synchronization of demos with ongoing product updates. This setup creates a dynamic simulation of a live experience, negating the necessity of constructing and configuring complex demo environments. In essence, the combination of these tools not only enhances user engagement but also streamlines the demonstration process, making it more effective than ever.
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    SmartCloud Connect Reviews
    Elevate your calendar and inbox integration with SmartCloud Connect for Salesforce, a versatile all-in-one solution designed specifically for contemporary sales teams. This innovative tool seamlessly connects Salesforce to your inbox, enhancing the ease of document management. With SmartCloud Connect, sales representatives, managers, sales operations staff, and service professionals can enjoy a comprehensive view of their clients directly from their inbox, effortlessly synchronize emails, calendars, and contacts with any custom object, track email activity after sending, and access a multitude of additional features. Furthermore, SmartCloud Connect is compatible with Office365, Outlook, Gmail, Mac, and iOS, making it an adaptable choice for various work environments. This integration not only streamlines workflow but also enhances productivity across the board.
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    Koncert Reviews
    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.
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    FreeAgent CRM Reviews

    FreeAgent CRM

    FreeAgent Network

    $33 per user per month
    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.
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    Spiro Reviews

    Spiro

    Spiro Technologies

    Spiro is a next-gen CRM solution tailored for manufacturers and distributors, helping them drive sales and enhance customer engagement with AI-powered tools. The platform offers a single view of the customer, enabling businesses to track interactions, identify sales gaps, and automate outreach. With features like AI-drafted emails, order tracking, and customer health assessments, Spiro empowers teams to take proactive action, boost productivity, and streamline communication. It also integrates seamlessly with other tools, ensuring a unified approach to managing customer relationships.
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    Chili Piper Reviews

    Chili Piper

    Chili Piper

    $15/month/user
    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.
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    Exceed.ai Reviews
    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.
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    Outplay Reviews

    Outplay

    Outplay

    $70 per user per month
    With a multi-channel sales outreach platform, you can book more meetings. Outplay is the new-age platform for sales engagement and the only tool your team will ever need in order to achieve their sales goals. Your buyers are more informed than ever, and they are active on multiple platforms. Don't forget to send emails to your sales team. Outplay's multichannel approach allows your sales team to follow and reach buyers wherever they are, whether it is email, phone or text/SMS, LinkedIn, Twitter, or LinkedIn. A powerful dialer to boost your sales process and convert target accounts into happy customers. Your sales teams can make and receive calls right from their browsers, no matter where they are. If you're reaching out directly to pre-qualified prospects, don’t let Intercom/Drift surprise them by asking re-qualifying questions whenever they visit your website. Instead, impress them with your willingness to engage in conversation and the ability to book meetings quickly.
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    SELLSATION Reviews

    SELLSATION

    SELLSATION

    $99 per user per month
    In just a few short days, you can create cutting-edge sales processes that will unlock your entire sales potential. This journey begins with establishing a systematic approach. Regardless of your business type, your sales and marketing team engages in a defined sequence of actions to successfully close deals and fulfill orders. Sellsation empowers you to unify these processes across your organization, leading to remarkable growth. By standardizing your operations, you will significantly enhance your team’s productivity and promote best practices organization-wide. Consequently, our clients often notice an immediate boost in new business opportunities. Additionally, they obtain critical insights into the performances of both individuals and teams, as well as a comprehensive view of overall revenue and organizational growth. It's important to remember that while revenue reflects past performance, the true indicators of future success lie in the effectiveness of your standardized processes. Effectively implementing these practices can set the stage for sustained advancement in your business endeavors.
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    HubSpot Customer Platform Reviews
    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.
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    Motileo Reviews

    Motileo

    Motileo

    €25 per month
    Motileo is an innovative platform focused on enhancing sales performance and fostering team engagement through gamification, which reimagines routine business activities and key performance indicators (KPIs) as engaging and competitive experiences aimed at boosting productivity and outcomes. By integrating seamlessly with existing tools like CRM systems, it automatically gathers essential performance metrics such as calls made, meetings scheduled, deals finalized, and revenue earned, transforming these figures into dynamic competitions, achievements, and progress tracking for both individuals and entire teams. Moreover, Motileo incorporates game-inspired mechanics into the work environment, recasting targets as accomplishments, milestones, and missions that lead employees toward quantifiable results while maintaining their involvement in the process. Teams have the opportunity to engage in tailored competitions or direct challenges that cultivate a spirit of friendly competition and promote ongoing effort, all while automated recognition features grant participants points or coins that can be exchanged for rewards. This unique approach not only motivates employees but also enhances collaboration and camaraderie among team members, making work more enjoyable and productive.
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    Tact.ai Reviews
    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.
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    Onpipeline Reviews

    Onpipeline

    Onpipeline Technology

    A better CRM is essential for your sales team! Onpipeline™, a great CRM, allows sales reps to manage sales, contacts, and activities. They can integrate email and calendars, automate repetitive tasks, get Leads via web forms or API, as well as integrate emails and calendars. The interface is simple and easy to use for lead and deal management software. It is easy to use and can be customized to meet your business's needs. Marketing automations can help you save time on repetitive tasks. All accounts have unlimited storage, contacts, and users. Instant access. In less than 2 minutes, you can start. You can add contacts and deals via email, web forms, and our API. You can also activate and track third-party sources and manage their access at any time. Drag and drop your deals to the next stage. Onpipeline can be set up to work with one or several customizable pipelines, and you can also assign them to a team.
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    GlassHive Reviews

    GlassHive

    GlassHive

    $49/month/user
    GlassHive is a unique sales and marketing app designed for IT service providers. Access to CRM marketing automation, sales management and sales enablement tools is available to users. GlassHive was created by team members who have worked with managed service providers (MSPs), of all sizes, to remove bottlenecks in visibility, accountability and data management. GlassHive can simplify your sales and marketing processes today through platform unity.
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    InteractionSync Reviews
    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.
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    Comarch Mobile Sales Force Reviews
    The Comarch Mobile Sales Force app provides sales reps with a set of tools that will help them with everyday tasks like scheduling sales visits, preparing in-store sales processes and creating detailed work plans. It is available for iOS and Android and provides sales reps with instant access to their clients' data. This allows them to better understand their clients and their needs. No matter what industry you are in, whether it's Traditional Trade, Modern Trade, HoReCa, Pharmaceutical, Construction, Construction, or another, the Comarch Sales Force app can help you increase your sales effectiveness. That's what you can count on. You can easily schedule and register a meeting to meet with a customer using the app. The client's business administrator defines the layout and elements of the visit. This is then adjusted to fit the client's work model.
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    Kronologic Reviews
    Kronologic is the first Virtual SDR technology in the world and a calendar-first sales engagement platform. If you have more than 100 marketing leads per month, Kronologic can help you increase your sales. Our AI-driven tech schedules your leads in the calendar and engages them on your behalf. Kronologic can be used for: Demo requests and Chatbot leads – Webinar or Virtual Event leads – Cross-sell and upsell and Freemium conversion leads. ABM leads, SalesLoft leads and Outreach leads. Revenue teams can focus on their core competency: building relationships and seizing opportunities. Maximize the return on your investment in generating leads. Your sales team will be able to get more at-bats and not have to worry about scheduling. You can ensure that your customers receive the personal attention they deserve. You can easily view and manage your entire company, a team or one user from one location. Leaders have full visibility, front-line representatives do not need to do anything.
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    Heera Software Reviews
    Heera Software has established itself as a reliable provider of SaaS-based, enterprise-level Distributor Management Systems and Sales Force Automation solutions specifically designed for the B2B market. With expertise of over 25 years across various sectors, including FMCG, CPG, construction, chemicals, retail, and lifestyle, Heera delivers platforms that effectively cater to both rural and urban markets, enhancing sales and sales teams' processes and also streamlining route-to-market strategies. The company's flagship offering, TradePulse, distinguishes itself as an advanced Distributor Management Software, featuring an intuitive dashboard that provides near real-time insights and visibility, empowering teams to make informed, data-driven decisions while reducing manual tasks. - It incorporates AI-driven capabilities that facilitate AI-based image recognition, data analytics and more. - The software ensures precise visibility of secondary sales. - It also allows for effective control of pricing and master data. - Additionally, it simplifies the process of distributor claim settlement and tracking, further enhancing operational efficiency. With its innovative solutions, Heera Software is dedicated to driving success for its clients in the competitive FMCG and CPG Industries.
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