Best Sales Force Automation Software with a Free Trial of 2025 - Page 3

Azurepath is a user-friendly lead management tool designed to assist in generating, overseeing, and enhancing prospects. With its intuitive drag-and-drop functionality, users can effortlessly monitor activities, maintain up-to-date leads, produce reports and forecasts, and automatically generate crucial insights in real-time. By adopting the Azurepath solution, sales teams can stay organized and never lose sight of leads again, ensuring they have the competitive advantage they have always desired while also keeping track of all account history seamlessly. This comprehensive software not only simplifies lead tracking but also empowers teams to make informed decisions based on actionable data.

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.

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.

Provide the sales journey your clients anticipate with Handshake, a mobile platform designed for sales and B2B eCommerce tailored for manufacturers and distributors. Handshake offers businesses, their staff, and their clients a range of powerful applications. Among these is Handshake Rep, a mobile ordering tool crafted for sales representatives, alongside Handshake Direct Online and Handshake Direct Mobile, which serve as B2B eCommerce portals for buyers to place orders efficiently. This comprehensive suite ensures that all parties involved benefit from a seamless and intuitive ordering experience.

Attract a larger customer base and enhance client happiness by utilizing Gold-Vision CRM, an advanced customer relationship management platform. This versatile solution offers modules for marketing, sales, project management, support, and event coordination, making it ideal for organizations of any size. Key features include automatic email tracking and synchronization, ensuring seamless communication. Additionally, users can leverage the intuitive dashboard to access and analyze crucial customer data for informed decision-making. By implementing Gold-Vision CRM, businesses can significantly improve their interactions and relationships with customers.

Onsight is an all-encompassing collection of mobile sales tools designed with the needs of manufacturers, wholesalers, and distributors in mind. With its adaptable interface and user-friendly design, Maxxor Business Solutions enhances sales efficiency by streamlining the ordering process. Accessible on iPads, Windows tablets, and Android devices, Onsight empowers sales representatives to efficiently handle client data, showcase the latest products to clients, and swiftly generate quotes and orders, all while being offline or traveling. This mobile solution not only supports sales reps in their daily tasks but also significantly boosts productivity and customer satisfaction.

Marketing Optimizer serves as a comprehensive marketing automation solution designed to enhance the efficiency of sales teams in generating leads and finalizing transactions. It offers a diverse array of features aimed at boosting sales success, such as A/B and split testing, tracking of calls, management of leads, oversight of campaigns, and email marketing capabilities. Additionally, the platform seamlessly connects with top-tier software for website testing, web analytics, and the optimization of landing pages, ensuring that users can maximize their marketing efforts effectively. This all-encompassing approach makes it an invaluable tool for organizations looking to improve their sales processes.

Receive tailored lead suggestions by leveraging your sales history and contact information for all registered businesses throughout the U.K. Focus your efforts on the most promising deals and engagements. Access comprehensive insights, including pipeline value, status, deal likelihood, and associated risks. Identify which customers purchased product A but not product B, allowing you to discover upsell potential and receive alerts when clients are primed to make additional purchases. Effortlessly assess your sales performance and generate precise revenue forecasts for your team. Seamlessly integrate your ERP system and monitor all your SaaS key performance indicators from a single dashboard. The SaaS model is recognized as one of the most scalable business frameworks available. An efficient SaaS provider is expected to rapidly expand while maintaining profitability—at least theoretically. Over 1,800 rapidly growing businesses rely on Upsales daily to enhance their operational growth and success. With this robust platform, you can ensure that your sales strategies are always aligned with market demands.

Get more responses, book more meetings, ensure that nothing slips through the cracks, and get more meetings. Fast-growing companies that care about customer service. Smart messaging can help you win more meetings, replies, and deals. Increase customer satisfaction and team engagement. Know exactly who opened your email and what content they viewed. Automate your work, increase sales performance and align your reps. From a bird's-eye view, analyze performance trends and improve process. You can open more doors and increase productivity by 10x without leaving your inbox.

Rethink Workflow is a simple, powerful, secure, and free business process automation tool that allows businesses, NGOs, and enterprises to create forms online and design workflows.

B2B Lead Generation Identify website visitors and reveal which businesses are interested in your products or services. Real-time company data, information 14-Day Trial Free of Charge Book A Demo today

Thriving in the current mortgage landscape necessitates an efficient and refined sales strategy. Velocify®, part of the ICE Mortgage Technology™ Platform, harnesses the power of sales automation to enhance your team’s organization and keep them centered on activities that generate greater revenue. By streamlining and implementing your tailored sales process in Salesforce, your sales executives, Salesforce administrators, and loan officers will be better equipped to expand the business and finalize more loans. With this integration, your Salesforce setup transforms into a robust tool for prospecting, closing deals, and generating insightful reports. Are you prepared to boost your lead conversion rates by an impressive 400%? Access mortgage leads from more than 1,400 integrated sources, automatically allocate new leads, reassign those that have yet to be addressed, prioritize sales communications, and design personalized sales workflows to ensure all leads receive prompt attention. By responding swiftly to urgent leads, you can adopt smarter selling techniques and ultimately close a greater number of loans, leading to increased profitability and growth opportunities for your business.

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!

Big Data for SMBs BuzzBoard uncovers data-driven insights on SMBs that lead to more meaningful conversations for sellers and marketers, which in turn leads to increased sales throughout the customer lifecycle. BuzzBoard uses data science and digital signals for the largest collection of business intelligence on SMBs in the world to answer the most important question for both marketers and sellers: Why will my prospects and customers want me to engage? BuzzBoard transforms inefficient sales interactions into personalized opportunities to increase customer engagement, book more appointments, and close deals quicker. BuzzBoard's unique and insights-driven technology allows for micro-targeting to prospect, identifies upsell or cross-sell opportunities to grow customers, monitors top accounts to increase retention and generates compelling content to drive customer engagement.

Engaging in planning tasks often detracts from the valuable time you could spend with your clients, as these activities can be quite labor-intensive. You may find yourself dedicating entire days to gathering data scattered across various sources, only to spend additional hours deciphering what it all means. This overwhelming process can hinder your ability to make informed, data-driven decisions, as you struggle to analyze and convert your data into actionable strategies. However, you can effectively manage your sales network without relying on a plethora of tools. By optimizing your planning processes, you can redirect your focus toward your clients. You gain comprehensive insights into numerous factors, including distance, relevance, and your current agenda. With the implementation of the Algorithm Driven Execution (ADE) process, you can leverage the full potential of the data housed in your CRM. Moreover, finding the most efficient routes has never been easier, as it can now be accomplished with the simple click of a button, enhancing your overall productivity and client interaction. This streamlined approach not only saves time but also improves your service quality.

Transform the chaos of daily emails into streamlined workflows by managing your Email, Tasks, and Teamwork all within your Gmail Inbox. Sortd reimagines your Gmail experience into a vibrant workspace designed to enhance your productivity and make life easier. It operates on the most dependable platform available... your Inbox. While there are plenty of email applications out there, you already rely on Gmail, which is why Sortd was specifically developed to integrate seamlessly with it. Say goodbye to the hassle of switching between multiple apps throughout the day. Sortd Boards offer an ideal solution for emails that you typically mark as unread, enabling you to create as many boards as necessary to structure your work according to different contexts. Your Inbox was never intended to serve as a To-Do list, but with Sortd, you can start each day fresh, prioritize which emails to address, and tackle your tasks without distractions. Additionally, you can easily return tasks and emails to your Inbox when they require your attention or follow-up, ensuring that nothing slips through the cracks. This innovative approach helps you maintain focus and efficiency in your daily workflow.

Manage your customer journey with a comprehensive solution that simplifies processes, enables informed decision-making, and fosters rapid growth. Tailor the system to fit your specific needs while automating tedious tasks to cut down on expenses. Delight your customers with tailored and professional communications that keep them informed. Collect valuable insights from prospects and clients through feedback emails. Design distinct dashboards for each team, utilizing filters to access the information you require easily. Dig deep into customer data along with their complete notes history, all while enjoying the convenience of straightforward export options for further analysis. Are you struggling to compile reports using various tools that require multiple logins and different support teams to gain clarity on your operations? The more complex your technology stack, the greater the risk to your business’s stability, which can lead to potential collapse. Anthill provides you with immediate oversight and control over your entire organization through a single, user-friendly interface, ensuring that your operations run smoothly and efficiently while minimizing chaos. Take charge of your business like never before!

Crescendo is a mobile sales tool and presentation tool that can be used by sales teams, marketing and sales managers, and anyone else who needs reliable access to up-to-date content on their mobile devices, offline or online. Crescendo can directly access content on Sharepoint and Google Drive, Salesforce.com Box.com and OneDrive. This ensures that you never need to migrate documents from other security-approved platforms. Anyone can create stunning visual customizations without any technical background. Crescendo transforms files and folders into branded, elegant presentation resources for iPad, iPhone, or any other Web device. You can start your teams of 10 to 500 people in minutes.

Select the option that best matches your sales approach, and we’ll provide you with several methods to enhance your profitability through automation. You can automate various aspects of your sales, marketing, or communication processes without requiring any IT skills or coding knowledge. Exceptional personalized communication extends beyond just emails; you can also send targeted text messages based on user behavior, printed direct mail, or PDFs. Additionally, you can connect a call center to your marketing system for even greater outreach! Getting started with your initial automated processes is simple, and as you witness the positive outcomes, you can incorporate more advanced automation features. SalesAutopilot seamlessly integrates with nearly any website without the need for coding, allowing you to effortlessly transfer leads, signups, and orders directly into the platform. While SalesAutopilot includes its own landing page editor with a variety of templates, it also offers the flexibility to work with forms from most popular landing page builders. Ultimately, this means you can streamline your marketing efforts and drive better results more effectively.

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.

Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.