Best Sales Performance Management Software with a Free Trial of 2026 - Page 2

Backstory is an AI sales intelligence and pipeline management platform that helps revenue organizations analyze opportunities, forecast outcomes, and determine what actions to take next. It integrates with CRMs, email systems, calendars, meeting platforms, and other sales tools to automatically capture customer interactions and connect activity to the appropriate accounts and deals. This automated activity capture reduces the need for representatives to manually log meetings, calls, contacts, and engagement data. Backstory uses AI to evaluate deal health, engagement patterns, historical wins, stakeholder coverage, potential bottlenecks, and other indicators that may affect close likelihood. Sales teams can identify at-risk opportunities, uncover growth potential, and understand why particular deals are more or less likely to progress. Stakeholder mapping shows who is involved in an opportunity and highlights missing contacts or relationship gaps that could influence the buying process. AI coaching and deal-specific recommendations provide sellers with suggested next steps based on buyer activity, deal context, and established sales patterns. Forecasting, renewals and retention analysis, pipeline management, and account activity intelligence give managers a broader view of current and future revenue performance. Backstory is designed for sales teams that want to make pipeline decisions using continuously updated engagement data rather than relying primarily on manual CRM updates and rep judgment.

You require effective solutions rather than additional challenges. Obtain the necessary answers to address objections, optimize your sales workflows, and harness the potential of your data. While it may seem a bit far-fetched to call it prophetic, our conversation intelligence tool can capture the crucial insights needed for providing pertinent coaching, enhancing team productivity, and securing more sales. This support comes precisely when you need it the most. Utilize the Gryphon platform to conduct sales and service calls through any phone, tablet, PC, or application. Equip and safeguard your organization with the real-time screening and automatic collection of call data. Achieve unparalleled clarity regarding the activities and performance of your sales and service representatives on demand. Guide every discussion towards a successful outcome. With real-time, in-call sales coaching at your disposal, you’ll never overlook another chance to finalize a deal. Elevate your approach with our robust sales coaching platform, and watch your success soar. Ultimately, this innovative solution will empower your team to thrive and adapt in a competitive marketplace.

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.

Kreato enhances sales performance with its Sales CRM Platform, which is driven by the innovative Sales Acceleration AI known as Axlerate. This essential Sales CRM equips sales teams with vital tools for effective sales execution, integrating sales pipeline management, engagement strategies, and automation features. Meanwhile, Axlerate AI improves the decision-making processes and execution efficiency of sales teams during the entire LOC (Lead-Opportunity-Closure) sales cycle, enabling them to sell more quickly and intelligently. It automatically enriches customer profiles by adding valuable information and ensures optimal lead distribution by intelligently routing incoming leads to the appropriate sales representatives. Furthermore, it captures new leads seamlessly from various sources, including web forms, landing pages, emails, calls, and chats, while also assigning tasks to sales reps based on specific pipeline events and changes in status. In addition, the platform automatically generates and sends scheduled reports to management and facilitates the dispatch of a series of personalized emails to customers, all according to pre-set timelines. Ultimately, this comprehensive suite of tools is designed to empower sales teams to operate at their highest potential.

Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.

Heptaward is a comprehensive Content Management System (CMS) designed for screens, enabling users to effortlessly create and showcase automated, professional content specifically for digital signage. With the innovative "app store," users can seamlessly generate signage from a variety of sources including existing applications, social media feeds, videos, and graphics. Your new content will instantly stream on your connected TVs, eliminating the need for time-consuming manual updates. Additionally, you can design unique and visually appealing signage by utilizing our extensive collection of templates. Enhance audience interaction by incorporating engaging features such as surveys, quizzes, and collaborative brainstorming sessions for a more dynamic experience. This user-friendly platform transforms the way you engage with your viewers, making digital signage more accessible than ever.

Call Recording Each call made is automatically recorded and saved within the contact record of the Sales Sling Lead Management System. These recordings can be easily searched through our reporting tools and agent call history features, allowing you to swiftly locate, download, or flag calls for sharing with agents or other team members for the purposes of coaching or evaluation. This functionality is seamlessly integrated into the call workflow, making outcome tracking a natural part of your agents' routines. The call center dashboard includes predetermined disposition buttons, enabling agents to effortlessly select an outcome at the end of a call, which then moves the contact to the appropriate stage in your sales pipeline. You can also include multiple participants for demos or meetings, and the system allows for whispering guidance to agents during calls without the client’s awareness, as well as taking over control of a call when necessary. This feature is particularly invaluable for the training of new team members, enhancing their learning experience and confidence. Furthermore, the user-friendly interface ensures that both seasoned and novice agents can navigate the system with ease, maximizing productivity and effectiveness.

Salestrail allows remote sales teams to keep track of sales calls. The solution includes an analytics dashboard and a smartphone application that automatically captures calls data. You can track the data to Salesforce, Salesforce, or any other CRM using our APIs. Setup in 5 minutes - No changes to the way you work Scale your team effortlessly and without hassle - 100% Automatic, 0% Technical Work - Accurate call statistics to support the incentive system

Trigerz platform, a 100% Salesforce Native app, helps sales teams keep track of revenue-generating tasks. It drives the right behaviors so that managers and executives can focus on coaching and executing strategy. Trigerz are notifications that are generated by an event, situation or action. These can be sent to your teams to provide insights and help you drive the right behavior, whether you're calling, managing opportunities, prioritizing tasks or calling.

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.

A sales performance management solution tailored for HubSpot users is here to enhance your sales strategy. By leveraging your historical HubSpot data, you can effectively plan your sales approach and set realistic targets. Optimize your sales capacity management with well-structured hiring timelines to ensure you meet your goals. Avoid unexpected challenges at the end of the quarter by employing various forecasting techniques. Implement what-if scenarios to strategically allocate resources for maximum efficiency. Extract valuable sales insights from HubSpot that can guide your decision-making process. With access to predefined planning templates and dynamic assessments of goal feasibility, you can streamline your strategy. Harness AI and predictive forecasting capabilities to achieve precise projections for future sales. Keep a close eye on essential sales performance metrics in real-time, enabling you to make informed adjustments swiftly. Identify performance gaps related to personnel, processes, and pipelines without the need for extensive report analysis. Evaluate your current sales capacity and automatically determine the additional resources required to meet your sales targets. Additionally, track the progression of your sales pipeline in real-time to quickly identify and address potential bottlenecks that could hinder your success.

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.

Aviso boasts more than six years of experience in predictive AI modeling, validated by its success with Fortune 500 companies and fast-growing business leaders. With an impressive accuracy rate exceeding 98%, Aviso’s predictive forecasting adapts seamlessly to both new and renewal business models while offering extensive customization for enterprises. The platform’s unified forecasting integrates human insights with advanced AI analytics, providing the most comprehensive global roll-up forecasting available, enabling sales representatives, managers, and VPs of Sales to concentrate on future opportunities and encourage prompt team actions. Notably, Aviso stands out as the sole solution capable of accurately predicting run rate business. Additionally, users can gain insights into all deals marked in and out of the forecast through Deal Level Forecasting, allowing for a robust audit trail of the judgments made across various management levels, including roles, deal values, and CRM inputs. This functionality facilitates the immediate identification of discrepancies and fosters resolution of any disagreements among sales team members regarding deal statuses in the forecast. Ultimately, Aviso empowers organizations to enhance their forecasting accuracy and sales strategies effectively.

A Salesforce AI app for B2B sales. It increases win rates, lowers sales costs, and improves Salesforce adoption. SalesChoice, the most comprehensive and easy-to-use AI insights platform for sales analytics, has won 17 industry leadership awards. It promises to end revenue uncertainty for B2B sales teams and inefficiency by providing AI insights that are simple and intuitive. - The easiest to use: These game-changing insights are right in your CRM. They are so easy to understand that they don't require any training. SalesChoice is the most comprehensive: Only SalesChoice provides all the essential views, next-step best actions, and other information that you need to guide your sales team through your entire revenue operation. "SalesChoice targets the best opportunities that are likely win & avoids deals that have low chances of closing." - 2020 sales mastery AI for sales solutions guide

Hoopla is an automated, real time sales motivation and performance management system. Hoopla celebrates wins via streaming channels that include leaderboards and dashboards, progress bars, as well as data automatically gathered by Salesforce. Hoopla is a tool that can provide real-time data for sales, customer service and support, marketing teams, as well as other departments. Hoopla's Gamification features allow you to apply game mechanics to milestones. You can leverage contests such as face-offs or tournaments. Gamification can be used internally to increase productivity and performance in any department. Use Hoopla to connect your office with a digital signage solution. Stream company announcements, videos and motivational quotes. You can keep your team motivated with the Hoopla mobile application and key integrations such as Slack.

Iconixx enhances sales efficiency and elevates profitability by streamlining commission and incentive procedures. Achieve your goals with our Sales Performance Management and Incentive Platform designed specifically for your distinct needs. Regardless of whether you operate in sales, finance, human resources, IT, or channel partner management, the comprehensive capabilities of the Iconixx platform will propel your processes forward and maximize the effectiveness of your organization’s sales and incentive compensation strategies. Our offerings are fully adaptable to fit your specific application requirements, ensuring you get the most out of your investment. With Iconixx, you can unlock new levels of performance and success in your sales operations.

Anaplan is a next-generation planning and decision-making platform that uses AI to unify strategic, financial, and operational processes across an organization. By breaking down departmental silos, it enables businesses to collaborate in real time, share insights, and make agile adjustments to their plans. The platform offers industry-specific solutions for finance, supply chain, sales, HR, and more, helping organizations adapt to market changes with speed and precision. Its AI suite — including predictive, generative, and agentic AI — supports complex planning scenarios, identifies opportunities, and accelerates decision cycles. With enterprise-grade data orchestration, robust modeling capabilities, and advanced security, Anaplan is built to scale with growing business needs. Recognized as a leader by Gartner and IDC, the platform has earned the trust of over 2,500 global brands. Customers benefit from the ability to model diverse scenarios, forecast outcomes, and optimize performance across the board. The result is a connected, intelligent planning ecosystem that drives measurable business value.

JOOPY, a cloud-based Sales Performance Management platform (SPM), is a leader in helping global sales organizations increase their sales and profitability. JOOPY allows tier 1 sales teams to manage all product categories on a single platform. It combines identical operational processes and policies, and provides an enterprise's sales channels (internal or external) with a web portal to increase engagement. This will help to optimize business results. JOOPY uses a 'Sales Channel' approach to motivate its entire distribution network to reach its goals and objectives. This allows the global sales organization the ability to translate its strategic goals into tangible sales targets and goals.

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.

SalesScreen is the leading all sales gamification solution. Our platform helps managers engage their sales teams and reps with real-time performance data, dozens of fun competitions, personal milestone celebrations, a reward shop offering real prizes, and streamlined sales coaching that get your team to goal.

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!

The only enterprise-grade solution for sales performance management that is easy to use and can be up and running in a matter of weeks.

Gamification enhanced allows you to connect, close, and celebrate. Team games and incentives that drive results will motivate your sales team, increase employee engagement, and improve revenue performance. Gamification makes it easy to increase employee performance and team building. Integrate your data to set goals that will help you achieve company objectives. You can incentivize and reward sales reps from multiple locations by using team building games that increase employee performance. Get data and insights to enhance team building. To drive decisions, take advantage of feedback reporting and performance management.

Streamline monotonous workflows, enhance representative efficiency, and obtain immediate insights. Sales professionals dedicate merely 33% of their time to actual selling, squandering precious hours on repetitive tasks. With our solution, you can effortlessly log meetings through Slack as soon as they conclude, receiving a prompt form to share your feedback on the discussion. Just complete the form, and we will seamlessly update your CRM! Additionally, automate contact entries to eliminate the hassle of manually adding new attendees, as managr handles that for you. You’ll also receive notifications when deals stagnate, become inactive, or are overdue, complete with contact information for follow-ups. If you have an upcoming meeting, we ensure you are well-equipped with all necessary materials beforehand. Moreover, managr will keep your leadership informed automatically, allowing you to concentrate on closing deals. By empowering representatives to be more efficient, we remove obstacles rather than create them. Simply register, link your applications to managr, and elevate your sales game! With these features, you’ll find that your productivity can reach new heights like never before.