Best Sales Intelligence Software for Microsoft 365

Find and compare the best Sales Intelligence software for Microsoft 365 in 2024

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

  • 1
    Jiminny Reviews
    Top Pick
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    Every customer conversation is critical to the success of your business and the revenue you can deliver. At Jiminny we help you record, capture and analyze each customer interaction to generate actionable insights on what is and is not happening; enabling you to move the needle and support your biggest objectives across the business. Jiminny is the only partner who turns great sales leaders into great sales coaches, enabling you to drive true change across your sales teams and build high-performing revenue generating teams.
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    HubSpot CRM Reviews
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    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.
  • 3
    People.ai Reviews

    People.ai

    People.ai

    $50 per user per month
    462 Ratings
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    With truly actionable insights, you can unleash the potential of your sales engine and marketer with real-world results that will accelerate pipeline generation and improve the outcome of in-quarter deals. People.ai combines all revenue activity data and enriches each account and opportunity with next generation insights that increase high-quality pipeline generation, and improve the execution and execution of every deal. Keep your team connected to every aspect of account engagement to ensure that everyone knows who is engaged and where there are opportunities to expand the pipeline. You can understand the impact of each person and activity on the progress of a deal and make actionable recommendations to improve your rep performance. Our data platform uses patented AI technology to break down data silos, and connect the dots between seller performance and buyer engagement - providing insights that will make your entire Revenue Engine more intelligent.
  • 4
    Veloxy Reviews
    Top Pick

    Veloxy

    $49 user/month
    69 Ratings
    VeloxyIO Inc. is an AI-powered sales software that provides predictive forecasting and sales enablement for Salesforce CRM. Our mission is to empower Sales Reps to engage with Salesforce and get more from it than they put in. We also provide better forecasts and analytics to Sales Management to see which actions really drive the pipeline. The right data at exactly the right time! Inbox and Veloxy Mobile automatically log actions such as calls, emails opened, replies, opens, and clicks. This makes it easy to add and maintain information while on the move, making it a natural step in your sales workflow. These tools provide Sales Reps with the right data at the right moment based on their context, location, and upcoming events. This allows them to focus on their priorities without having the need to search for anything. You can see which actions really drive pipeline growth! Veloxy Analytics provides Sales Managers and Ops with more accurate forecasts based upon historical analysis of biases and the analytics tools that allow them to examine how different sales activities relate to pipeline growth.
  • 5
    Demodesk Reviews

    Demodesk

    Demodesk

    $25/month/user
    3 Ratings
    Demodesk is the number one customer meeting platform for success teams and sales reps. Our platform empowers customer-facing reps to be top performers by guiding them in real time, automating non-selling tasks, and engaging customers at a whole new level. Demodesk automatically loads the best playbook into every customer meeting, providing reps with the right slides and web apps to present, talk tracks, and battle cards on the spot. Sales teams can automate tasks that are not related to selling, such as meeting preparation, scheduling, and CRM documentation. Our screen sharing technology allows customers to interact with the software during meetings. AI-based insights allow sales leaders to understand what's happening on the call, what works, and coach teams in an environment where everyone works remotely. Demodesk seamlessly integrates with your entire tech stack, including G Suite, Microsoft Office and Salesforce.
  • 6
    Clari Copilot Reviews

    Clari Copilot

    Clari Copilot

    $500 per user per year
    1 Rating
    Clari Copilot (previously Wingman) transforms your revenue team by enabling them to win every revenue-critical situation. Clari Copilot’s conversation intelligence platform gives reps and managers everything they need to compete fiercely and spot revenue leaks. They can also close deals faster. Clari Copilot and Clari together give you everything you need to manage revenue on a single platform. Clari Copilot stores your conversation data right where your sales team is working, Clari. Clari Copilot is used by top sales teams from Chargebee, Oktopost and Properly Homes to manage their revenue.
  • 7
    Qualified Reviews
    Qualified is the #1 pipeline generation platform for revenue teams that use Salesforce. With the Pipeline Cloud, Qualified helps leading B2B companies like Autodesk, GE Healthcare, and VMWare tap into their greatest asset — their website — to identify their most valuable visitors, uncover signals of buying intent, shape sales and marketing campaigns, and instantly start sales conversations. Powered by the Xforce platform, Qualified is uniquely designed for Sales Cloud customers to generate pipeline, faster. Conversations: Qualified Conversations is the B2B conversational sales and marketing solution that allows sales teams to turn valuable website visitors into instant pipeline by avoiding form fills and qualifying them through real-time voice, video, and chat conversations right on the website. Signals: Qualified Signals is the account-based buyer intent solution that delivers more pipeline by identifying buyer interest and intent that enables sales and marketing teams to build targeted account lists based on high intent, reach out to the right prospect at the right time, and personalize their outreach through sales engagement, marketing campaigns, and conversations on the website.
  • 8
    Outreach Reviews
    Top Pick
    The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.
  • 9
    HubSpot Sales Hub Reviews

    HubSpot Sales Hub

    HubSpot

    $50 per user per month
    6 Ratings
    HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.
  • 10
    Cirrus Insight Reviews

    Cirrus Insight

    Cirrus Insight

    $27 per month
    3 Ratings
    Get the missing features for Outlook and Gmail. Cirrus Insight provides all the features you need in a single solution. Salesforce integration: Everything you need from Salesforce right in your inbox Automate your sales process and save time by automating. Cirrus Insight features: * Email Tracking and Templates * Drip campaigns * Follow up reminders * Meeting scheduling * Salesforce Integration * Attachment tracking * Add Salesforce * Cirrus Insight Analytics * Cirrus Insight Google Calendar * Cirrus Insight for Mobile * Create new Salesforce records * Edit Contacts and Leads * Email Templates and Campaigns * Get the Best of AppExchange Salesforce - Instantly View All Customer Information
  • 11
    Drift Reviews
    Top Pick
    Your customers have high expectations. Companies that can deliver personalized, fast and easy buying experiences are the ones that will succeed in a world that is increasingly on-demand and instant. Drift can help you with this. Drift combines chat, video, and automated to remove friction from business buying. Drift allows you to have conversations with potential customers on your terms. Drift is used by over 50,000 businesses today to increase revenue, reduce sales cycles, and make purchasing easy.
  • 12
    Nimble Reviews
    Top Pick

    Nimble

    Nimble

    $19 per user per year
    11 Ratings
    The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.
  • 13
    Yesware Reviews

    Yesware

    Yesware

    $12 per month per user
    1 Rating
    The easiest to use sales software makes it easier to win more business. Everything you need to prospect, set up meetings and follow-up. You don't need anything more (actually, you get great support). It's 100% free to install. No credit card required. You can easily connect with your buyers via email and social media. You can quickly schedule additional meetings with your target buyers. Follow up with the right message at the right moment. Increase your business renewals, upsells, cross-sells, and new business. Data security and regulatory compliance are our top priorities. To protect customer data, we invest heavily in technology and partner relations.
  • 14
    Aptivio Reviews

    Aptivio

    Aptivio

    $50 per month
    Aptivio’s Buyer Intent AI platform is the future of sales. We leverage artificial intelligence to enhance inefficient and generic sales pipeline development processes through opportunity discovery, hyper-personalization, unified sales and marketing, and real-time actionable insights at every stage of the buyer lifecycle that drive revenue outcomes. ​
  • 15
    SmartCloud Connect Reviews
    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.
  • 16
    Autoklose Reviews

    Autoklose

    Autoklose

    $49.99/month/user
    Close more deals faster. All-in-one sales engagement platform and B2B database. Autoklose is a platform for entrepreneurs, sales and marketing. It can help you and your team. Our vast database contains verified B2B leads from various industries. You can target the right prospects by using a variety of powerful filters and using our large database. Engage your prospects, convert them into loyal customers, and send out a series of highly targeted emails at scale. You can also fine-tune your campaigns in real time and automate your sales process. Manage your teams, monitor the performance of each team member, and analyze reports right from your dashboard. Monitor your rates - sent, delivery, bounce. Track your KPIs opens and clicks and take smart actions. Instantly access your campaign stats. Track your bounce, open, click-through and delivery rates. You can easily predict customer engagement patterns, behaviors, and more.
  • 17
    ReplyForce Reviews

    ReplyForce

    DemandScience

    Free
    ReplyForce , your free startup starter kit to grow your business. Cold email is a simple tool that allows you to find leads, personalize messages and track your outreach efforts. ReplyForce can help you achieve your goals, whether it's to attract VC funding or book sales meetings. We support free email services like Gmail, Outlook, or Yahoo.
  • 18
    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.
  • 19
    NetFinder Reviews
    Accelerate your sales cycle by engaging decision makers with data-driven intelligence that is actionable. Sell faster. Listen to the demo video and learn how a strategic team uses NetFinder to research its market, understand their competitors, and gain insight into vendor dynamics. Rhetorik is compliant with all national and international privacy and security regulations. We ensure that the data we supply meets these standards. Since more than 20 years, we have implemented the strictest policies in information management to keep data assets compliant and secure.
  • 20
    ExecAtlas Reviews
    ExecAtlas provides cutting-edge relationship intelligence to dealmakers, business developers, and sales teams. Take on the "last mile" challenge by equipping your team with relevant information at the right moment to win deals. Bridge the gap between data-driven insights and relationships, putting them at the heart of every deal. By mining organization data and syncing your CRM activity with executive-board relationship maps, you can identify who has the power to influence deals in your pipeline. Tracking executive and board member changes will give you real-time updates about key leadership changes in target accounts. Access to key decision-makers and influencers within target accounts can help you shorten sales cycles and uncover new business opportunities. Access 360+ million professional contacts and over 2.5 million executive and board profiles on one platform.
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