Best Sales Performance Management Software for Microsoft Dynamics 365

Everstage is the #1 rated no-code sales commission platform that automates your entire commission process. It removes the work from your Ops & Finance teams and offers gamified incentives to your customer-facing teams. Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. The Everstage plan designer can be customized to suit your plan structure. All this in an intuitive and simple-to-use design format. Everstage allows you to create and manage quota. You can customize quota measurement periods, assign multiple categories of quota, and set up ramp structures. There are no restrictions. No more back and forth context on change requests. With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.

incentX isn't just another sales commission software; it's a game-changer for businesses keen on optimizing their incentive management. In a world where efficiency is paramount, incentX delivers by making complex calculations feel effortless. Align your sales team's ambitions with the company's direction, creating a cohesive work environment. Manual calculations? They're a thing of the past. With our platform, you get quick and accurate results. Integration is seamless, especially with powerhouses like SAP and Oracle NetSuite, ensuring your data is always connected. But it's not just about crunching numbers; our analytics provide a deeper understanding, shaping your future strategies. The streamlined processes reduce potential errors, ensuring all teams, from sales to finance, are aligned. Every customer interaction is an opportunity, and with incentX, these moments are maximized, leading to lasting relationships. With incentX, you're not just managing; you're excelling.

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.

Showpad Enablement Operating System® (eOS), unites marketing teams and sales teams for revenue-driving experiences. Empower sellers to engage buyers with relevant content and training and run deals confidently. Showpad eOS® offers a centralized platform for content and sales tools, allowing sellers to adapt instantly to buyer needs. They'll have the answers at their fingertips. Bring physical products to digital app experiences. From 3D models to immersive 360deg showrooms, you can engage in more engaging conversations in person. Plus, sellers can collaborate with decision-makers through comments and uploads on a Shared Space -- a convenient and customizable microsite that helps accelerate the sales cycle. Showpad Coach helps you scale the winning behaviors of top sellers to train, coach, and onboard your team to become trusted advisors.

This versatile B2B sales tool is designed with a client-focused approach and operates seamlessly across all mobile devices, such as smartphones and tablets, as well as web browsers. It empowers sales representatives by allowing them to effectively plan, recommend, organize, place instant orders, and monitor both personal and company objectives. By streamlining the order management process, it enhances efficiency from order approval and offer customization to various reporting and personalization features. This tool caters to both field sales representatives and those who manage orders from their desks. Additionally, its advanced sales-route planning, equipped with integrated GPS, functions like a personal assistant for field sales professionals. The intelligent algorithm provides real-time recommendations for the quickest driving routes and creates a monthly itinerary that includes visit frequency, duration, and sustainability of routes. Furthermore, sales managers gain comprehensive visibility over all field sales operations, ensuring they can track performance and optimize strategies effectively. This holistic approach ultimately fosters better collaboration and helps drive sales success across the organization.

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.

Skynamo is the only Field Sales Software that can be used by manufacturers, wholesalers, and distributors. It allows reps to accurately plan their account visits, organize their day in the most efficient way possible, recall and track all client communications, streamline order submission and information gathering, and streamline onsite information collection. Managers gain insight into the time and habits of their reps so they can coach them around. They also learn what is leading to success on the field so that they can spread it to the rest of the team. Skynamo provides a customized solution for sales teams, whether they need an ERP, inventory, or accounting solution.

Lative serves as a comprehensive platform for revenue planning, strategic development, and execution monitoring, designed to facilitate profitable and efficient growth. By integrating overarching targets and strategies with grassroots operational data, you can enhance investment decisions and meet your objectives more effectively. Real-time calculations of sales productivity and return on investment empower you to make informed choices that drive growth. The platform aligns your high-level revenue strategies with detailed operational insights, resulting in a unified and thorough perspective on your sales organization. It also enables you to pinpoint gaps as they arise and leverage AI to explore various what-if scenarios, ensuring you meet your sales goals. The solution promises rapid value realization through effortless connectivity and integration. With the ability to aggregate data from over 150 different sources, it delivers a single, reliable source of truth. Moreover, it offers precise and immediate revenue insights, enabling agile decision-making that adapts to the constantly changing landscape of your business, ensuring sustained success and adaptability in your growth strategy.

Plecto, a business performance platform, is ideal for mid-market companies and enterprises that need real-time information about their sales, marketing, and finance performance. It integrates all company data into adaptable dashboards that can be viewed on TV's, mobile devices, or desktops. Plecto can be used by all employees of a company, from the CEO to the management to the commercial staff. It allows them all to work from the same data and produce the same results.

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.

You can increase activity, set more appointments, and drive revenue with less effort. Spotio Mobile App helps your reps stay organized and productive in the field. This App Gives You the Visibility You Need to Improve Field Sales Performance and Get Real-Time Data. Your representatives will be able to keep track of all their appointments, tasks, routes, sales activities, lead notes, and other information. Automated data entry allows field reps to be more productive and focused in the field.

Are you still manually creating commission spreadsheets? Sales Cookie is a cloud-based, easy-to-use commission management solution that charges no setup fee. You can manage incentives, calculate commissions, and publish them to reps using a simple web interface. Our solution is 100% cloud-based. You can sync sales transactions with CRM or convert between currencies automatically. You got it! Say goodbye to commission spreadsheets!

ORM offers a user-friendly cloud-based platform that capitalizes on its profound knowledge in Optimization and Statistical Analytics. Their cloud solutions are specifically designed to boost the Sales and Marketing operations within organizations. Among these are the Optimized Sales Management and Optimized Marketing Management solutions, both of which incorporate predictive analytics and optimization, alongside advanced reporting and data analysis capabilities. A key advantage of all these solutions is the promise of cost savings ranging from 5% to 15% or even more, coupled with significantly improved reporting and data handling. Additionally, ORM stands out as the sole sales and marketing performance analytics platform that provides actionable plans, equipping you with the insights necessary to drive revenue growth. ORM Technologies champions the idea that data should simplify decision-making processes, essentially acting as a dedicated data scientist integrated into your team. This commitment to enhancing operational efficiency ensures that businesses can make informed choices based on solid analytics.

Get your teams ready today to achieve greater success tomorrow. Equip all client-facing personnel with the necessary knowledge, skills, and insights to excel in their roles. Scorecards seamlessly monitor your enablement initiatives in conjunction with sales KPIs from your CRM, allowing you to pinpoint skill deficiencies promptly and address them swiftly. Alarmingly, almost two-thirds of enablement programs only yield mediocre results at best. With Bigtincan Readiness, you can navigate a more straightforward route to success by giving each team member the tools they need to excel. Serving over 1,100 clients across diverse sectors, Bigtincan Readiness has a proven track record of enabling teams longer than any competitor. Produce superior content, streamline training and onboarding processes, and master essential messaging. Furthermore, Bigtincan Readiness offers a comprehensive suite of solutions tailored to meet all your enablement needs, ensuring your teams are always prepared for success.

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.

GridBuddy Connect simplifies data management and workflow processes with an intuitive interface that combines multiple CRM objects into a single, editable view. The platform supports powerful features like real-time search, conditional formatting for important fields, and easy integration with CRM systems such as Salesforce, Microsoft Dynamics 365, and Zendesk. By organizing data in a tabbed workspace and allowing batch actions, GridBuddy Connect helps businesses optimize their processes, improve productivity, and streamline how teams manage customer data.

Utilize near real-time reporting on compensation and performance, along with AI technology, to maintain a consistent evaluation of your sales team. At a glance, gain insight into overall team performance. By employing AI and machine learning, identify potential trouble spots within the organization. Xactly's Rep Attrition algorithm equips managers to prevent attrition proactively before it occurs. Notably, Xactly Insights stands out as the sole sales performance management (SPM) solution that delivers real-time dynamic performance metrics derived from diverse industry pay and performance data. This invaluable information enables sales, sales operations, and finance teams to make precise and timely business decisions. Additionally, harness AI and machine learning to forecast sales representative turnover and implement strategies to mitigate it before it arises. Furthermore, compare your plan designs and results against industry competitors by utilizing advanced filtering options that empower customers to dissect sales and business data, leading to the creation of sophisticated metrics and reports tailored to various sales performance objectives. By integrating these insights, organizations can refine their strategies and enhance overall effectiveness in their sales operations.

Introducing a coaching platform that utilizes data to establish, enhance, and assess sales performance effectively. By centering sales competencies in every coaching dialogue, it allows for quick identification of skill gaps, facilitates improvements in both abilities and performance, and provides a comprehensive overview of outcomes—all within a single platform. e4enable aims to revolutionize your sales organization by clearly defining what success looks like and fostering the right sales mindset from the outset. This innovative tool ensures accountability among both sales professionals and leaders, promoting the adoption of training while offering complete transparency throughout the organization. Moreover, it aligns competencies with essential sales KPIs and metrics, enabling a thorough evaluation of the effectiveness of your sales coaching and training initiatives, thereby enhancing overall sales performance. With e4enable, organizations can expect to not just meet, but exceed their sales goals by implementing a robust framework for continuous improvement.

SmartWinnr is a comprehensive platform which keeps your sales team up-to-date on product knowledge, ensures uniform messaging during customer interactions and increases sales. We use Gamified KPIs to increase sales - AI-driven questions and reinforcements to increase knowledge - Customer interactions improved by continuous coaching

Software for modern sales teams that automates commissions. Automate any commission plan. The easy-to-use design tool for sales incentive plans allows you to automate any sales commission structure. Welcome to the world transparent sales commission plans that are updated with real-time sync. Are you looking for custom fields in your CRM? No problem. Complex workflow with multiple logical conditions. You can walk in the park. All thanks to the intuitive sales incentive plan creator at your disposal. All the tools you use in one touch. CRMs, Invoicing, Accounting, Prospecting, Payroll, etc. A powerful commission tracking software allows you to design highly nuanced sales incentives plans. You can set up automated workflows for commission approval, tracking, and payment. They will run like clockwork. Just a few clicks and you can make any changes.

Sellers today face the challenge of navigating numerous decisions while determining the optimal allocation of their resources. Concurrently, sales managers find it difficult to assess and enhance overall sales performance, primarily due to the lack of actionable insights in current CRM data. Scout by Miller Heiman Group effectively addresses these challenges in sales. By merging the principles from our renowned sales training programs—Strategic Selling®, Conceptual Selling®, and Large Account Management ProcessSM (LAMP®)—with advanced, analytics-driven sales technology, Scout significantly boosts the chances of closing deals and facilitates the seamless integration of Miller Heiman Group’s essential methodologies into the selling process. This approach not only enhances the adoption of vital sales techniques but also leads to improved team performance. Furthermore, it utilizes a mobile-first design to ensure easy access at any time and place, allowing for more effective coaching of sellers in a scalable and personalized manner. Embracing this innovative solution can ultimately transform the sales landscape for teams striving for success.