Best Sales Software for Microsoft Dynamics 365 - Page 7

iDashboards helps you move beyond the burden of spreadsheets and blend data from multiple sources into dynamic, custom dashboards.

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.

Bigtincan’s sales enablement platform empowers organizations to transform customer interactions into lasting relationships through four essential pillars: management of sales content, training and coaching for sales teams, automation of documents, and effective internal communication. Crafted in partnership with Apple, our platform is device-independent and features a stunning, user-friendly interface that can be customized to reflect your brand and align with your teams' workflows. The user experience is consistent across both desktop and mobile platforms, positioning Bigtincan as one of the few truly mobile-centric sales enablement solutions available today. Moreover, organizations can enhance the core capabilities of the Bigtincan Hub by opting for integrated software solutions, such as a contemporary learning management system (LMS), document automation tools, and a digital catalog application, all available as additional features. To further optimize functionality, Bigtincan supports over 100 third-party integrations, ensuring a seamless experience within your company's existing technology ecosystem. This flexibility and adaptability make Bigtincan an ideal choice for businesses seeking to enhance their sales processes and foster deeper customer connections.

VCC Live, an Enterprise Cloud Contact Center software provider, has been establishing its international presence for over 10 years as a reliable business solution to companies that deal with wide-ranging customer communications via a variety channels including Phone, SMS and Email. Learn more about our solution at https://vcc.live/

For over two decades, Diabolocom has been transforming customer engagement with our cloud-native Contact Center as a Service (CCaaS) solution. Powered by proprietary generative AI, Diabolocom delivers advanced automation, improved reachability, and actionable insights tailored to today’s customer service and sales demands. Our AI Assistant enhances each interaction through real-time transcription, satisfaction analysis, and predictive next-best-action guidance. What makes Diabolocom unique is our combination of native AI for CX and full telecom functionality, creating a hyper-customized telephony experience. By automating repetitive processes, teams can redirect their focus to driving customer loyalty and revenue growth. Our solution integrates natively or via API with CRMs such as Salesforce, Oracle, and Microsoft Dynamics, ensuring complete visibility across every touchpoint. Leading brands like Mitsubishi Electric, Nikon, and Brinks rely on Diabolocom to deliver differentiated, AI-optimized customer experiences. With 97% faster post-call handling and a 12% reduction in churn, our platform drives efficiency and keeps teams agile.

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!

Algonomy's real-time Customer Data Platform (CDP) empowers marketers to deliver tailored customer experiences consistently and instantly. By consolidating customer identities from both online and offline sources, it facilitates immediate audience activation for a comprehensive perspective. Specifically designed for the retail sector, it can monitor customer actions using over 1,200 predefined metrics and attributes. The platform leverages machine learning algorithms to generate micro-segments, provide in-depth insights, and identify marketing opportunities at every stage of the customer journey. This innovative approach ensures that businesses can engage their customers effectively and adapt to their evolving needs in real-time.

The Convertr platform gives marketers visibility and control over data processes and lead quality to create higher performing demand programs. When you take control of your lead processes in the beginning, you build more scalable operations and strategic teams that can stay focused on revenue driving activities. Improve Productivity: Weeks to months of manual lead data processing can be reallocated to revenue driving activities Focus on Performance: Teams work off trusted data to make better decisions and optimize programs Drive Data Alignment: Data moves between teams and platforms in usable, analyzable formats

Efficiently purchase and oversee cross-media campaigns utilizing a media buying platform specifically designed for advertisers and agencies. Enhance both direct and programmatic revenue streams through a fully integrated advertising sales solution tailored for publishers and agencies alike. Stakeholders can seamlessly plan, implement, and control campaigns via a personalized self-serve advertising portal. This solution caters to both direct and programmatic advertising, incorporating connections to prominent ad servers, ad exchanges, SSPs, and DSPs. It also offers comprehensive features for managing print advertisements, including a detailed real-time booking calendar for streamlined campaign oversight. All essential out-of-home advertising functions are encompassed, ensuring effective inventory and price management. ADvendio operates on the Force.com® platform, benefiting from the reliability and scalability associated with a reputable name in cloud technology. This robust platform allows us to meet diverse business requirements through powerful APIs and mobile-friendly tools, making campaign management more efficient than ever before. Furthermore, the user-friendly interface ensures that even those with limited technical expertise can easily navigate and leverage its capabilities.

Gain limitless access to high-quality sales leads by utilizing Salesgenie's top-notch business and consumer databases, allowing you to conduct searches whenever you wish. You can refine your search with numerous criteria, such as industry, location, income, ZIP Code, age, and additional filters, making it easy to identify targeted sales leads and obtain comprehensive profiles that prepare you for successful sales interactions. Are you tired of wasting valuable time and resources on ineffective leads? With Data Axle Salesgenie, you will receive the most reliable and current consumer and business data at your fingertips. Furthermore, it's both cost-effective and accessible whenever you need it, through both the online platform and mobile application. Our dedication to delivering high-quality data is unwavering, which is why we invest over $20 million annually and employ a team of 300 full-time researchers to guarantee that our information remains the most precise available on the market. This commitment not only supports your business’s success but also ensures that you stay ahead in a competitive landscape.

Brainbase Assist enables businesses to oversee every aspect of licensing, partnership, or sponsorship agreements seamlessly within a unified platform. - Gain valuable insights by monitoring crucial metrics such as total sales, royalties, availability of rights, forthcoming events, and notifications, among others. - Evaluate performance across various partners, products, categories, territories, and distribution channels, allowing you to identify potential issues before they escalate into significant problems. - Design tailored, custom dashboards and produce reports that focus on the metrics that matter most to your organization. - Manage, view, and track sales reports and royalty performance conveniently from one location. - Reduce the risk of human error with fully automated calculations for sales and royalties that adhere to the specified contract terms, ensuring accuracy and efficiency in your operations. - This comprehensive tool streamlines the management of agreements, enhancing overall organizational effectiveness.

Voiso, a cloud-based contact centre solution, allows you to easily set up, scale and manage your contact center, while improving customer experience and business metrics. Contact center capabilities include local calling experience, smart auto dialers, AI-powered voice recognition, agent management features and omnichannel support. Voiso combines it with pre-integrated integrations with major CRM/helpdesk systems. Voiso helps you scale your communications, reach customers even in highly regulated countries, and expand your business internationally.

Your premier platform for managing lead data effectively. Collect, assess, and align lead information seamlessly with your existing systems. Enhance your processes to capture, qualify, nurture, and convert leads in an efficient and cost-effective manner. Effortlessly gather lead data from various sources while maximizing the number of data points with minimal effort and exceptional quality. Assess leads using your custom notes and inquiries prior to integrating them into your marketing and sales tools. Ensure all contact data is synchronized with your sales and marketing platforms, enabling you to initiate your conversion strategies promptly. Moreover, this streamlined approach helps you maintain a robust lead pipeline and improve overall operational efficiency.

Perenso's virtual trade show platform allows distribution companies to host an online event with complex ordering capabilities. Perenso Cloud Show makes complex ordering easy and enables you to reach a larger audience, grow your revenue, and protect your investment. Cloud Show reflects the best aspects of a physical B2B trade fair, including: -a customizable lobby Live chat facilitates interaction between attendees and vendors -brandable vendor booths -Viewing and sharing vendor content Live negotiating and doing deals at-show Complex orders can be placed at-show Perenso Cloud Show can be used as an online-only event or in conjunction with a trade show (with Perenso Trade Show platform), to create a hybrid event.

The ProteusEngage sales enablement platform was crafted by experienced leaders in the sales sector, who faced challenges in navigating complex new business developments and enhancing cross-selling to existing clients. What sets ProteusEngage apart from other platforms in the market is its buyer-first approach, which is underpinned by validated engagement journeys, modules, and analytics. The platform features unique workspaces that foster engagement, collaboration, consistency, and communication, ultimately enhancing relationships and driving revenue growth. Instead of overwhelming your sales team with countless brochures and presentations, it's time to embrace a strategy that aligns with the preferences of your buyers and clients—cultivating genuine, consultative relationships that cater to their needs. ProteusEngage empowers sales and account teams to create highly interactive digital environments that promote authentic relationships through enhanced communication, collaboration, and trust-building in a digital landscape. By leveraging this innovative platform, organizations can transform their sales approach to meet the evolving expectations of their clients effectively.

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.

SmartSales is a comprehensive CRM designed specifically for field sales, streamlining processes by reducing paperwork, enabling sales representatives to enhance their performance while saving up to 90 minutes each day. It features efficient territory management that allows for geolocation and segmentation of prospects and clients, ensuring accurate and up-to-date information on inventory, pricing, and documentation at all times. Users can easily monitor their activities, customize, and produce detailed visit reports alongside brief notes. The app is action-oriented, allowing for immediate order placements, eliminating unnecessary delays. Traditionally, sales reps are burdened with extensive paper documents and product catalogs, lacking real-time visibility into stock levels during client meetings, and they often have to deal with the inconvenience of manually entering signed orders into the CRM later. Additionally, outdated marketing materials can be presented to clients, leading to missed opportunities. SmartSales addresses these challenges effectively! By adopting this solution, sales teams can focus more on selling and less on administrative tasks.

emlen is a cutting-edge digital sales room software that simplifies the exchange of sales content and collaboration between b2b seller and buyer. Hundreds of revenue teams are using emlen to shorten sales cycles and increase win rates.

Outdoo is a unified AI roleplay and coaching platform that helps customer-facing teams practice, execute, and improve real customer conversations through integrated roleplay, feedback, and performance tracking. The system delivers AI-driven roleplay simulations based on real scenarios and deal context. Users receive structured feedback through unified scorecards that measure competencies across both simulated practice and live calls. Targeted micro-learning modules reinforce specific skill gaps, supporting onboarding, ongoing training, and continuous performance development. For managers and enablement leaders, Outdoo provides visibility into readiness, coaching activity, and skill progression across individuals and teams. Centralized dashboards connect practice data with execution outcomes. The platform integrates with learning management systems (LMS), customer relationship management (CRM) platforms, and conversation intelligence tools. It supports SCORM and xAPI standards and integrates with more than 120 enterprise systems. Key features include: * AI-powered roleplay simulations grounded in real customer scenarios * Unified scorecards for both practice sessions and live interactions * Personalized micro-learning tied to skill gaps * Manager dashboards for tracking readiness and coaching effectiveness * Enterprise integrations across LMS, CRM, and conversation intelligence platforms Outdoo is used by organizations seeking structured, measurable coaching processes that link training directly to real-world performance.

Boost your deal closing rate by delivering highly personalized offers to potential clients through a customized microsite, allowing you to effectively group the content for greater influence, engage in direct conversations with prospects, send tailored email reminders, and much more. The initial interaction is the starting point of your personalized connection with each prospect, which evolves from the proposal stage to the signing phase, and ultimately transitions into onboarding. Envivo serves as your comprehensive solution for managing all client-related activities. It allows you to address inquiries, present offers, share important documents, and oversee contracts and onboarding processes seamlessly. With Envivo, you engage in meaningful dialogue with both customers and prospects, who can conveniently access your offers from any device, whether it be a smartphone, tablet, or laptop. This innovative platform consolidates all your sales activities, eliminating the need for endless emails, phone calls, and scattered documents, and ensures that the entire sales process occurs within a single digital environment. As a result, you can focus on building stronger relationships with your clients while streamlining your operations.

Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits. Entity Support: Supports OOB and Custom Entities Round Robin: Divide the Leads equally among the team using Round Robin Algorithm. Capacity: Assign Leads based on the individual capacity of each user Rules: Create multiple assignment guidelines for different selection criteria for Leads Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users. Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements Period: Define a period for the assignment of work items based upon that period

BestCPQ software is a valuable tool for Salesforce users, enabling companies to generate highly customized quotes that adhere to intricate product, pricing, and business regulations, allowing sales teams to efficiently close larger deals. Designed for organizations that handle complex products, services, and distribution channels, it enhances the capabilities of Salesforce CRM. One of the standout features of BestCPQ is its seamless synchronization with your ERP system, providing sales teams with instant access to essential information. This integration eliminates the need for duplicate data entry, streamlining processes significantly. Furthermore, closed and won orders can initiate workflows in the ERP, leading to a more efficient operation. BestCPQ utilizes commercial SYNC to facilitate a cohesive relationship between front office and back-office functions. With real-time access to detailed product configurations, pricing, and business rules, sales representatives and partners can swiftly and accurately generate quotes, reducing errors and driving improved business results. This efficiency not only accelerates the sales process but also fosters stronger partnerships and customer satisfaction.

The user-friendly interface is designed to help teams efficiently convert more leads while saving valuable time. Enhance your outreach with automated follow-up features that keep the conversation going. With tailored workflows and always-active auto responders, your team will ensure that no message goes unanswered. FlowUp streamlines follow-up interactions seamlessly across various platforms. Engage with prospects using Voice, Ringless Voicemail, and SMS channels to boost response rates and drive sales growth. Extend your drip campaigns beyond just the email inbox. FlowUp allows you to create interactive, trigger-based customer experiences tailored for each scenario across a variety of marketing channels. You can integrate Text, Voice, and Ringless Voicemail into your onboarding, follow-up, and support strategies, ensuring you remain connected with your leads at all times. With FlowUp's capabilities for inbound communication, you can reach out to leads 24/7, even during off-hours, maximizing your engagement opportunities. This comprehensive approach ensures that every potential customer feels valued and informed throughout their journey.

How it works? 1/ An app that integrates with your preferred video calling software such as Microsoft Teams or Google Meet (We are also working on Zoom). 2/ The dashboard is where you can set up all your tools for your sales/csm teams You can use all of the sales/csm tools you have at your disposal for your videoconference: checklists and battlecards, sales pitches, battlecards meeting script, crm viewer, crm qualifier, and crm viewer. 3/ Transcription of and recording of meetings Access the audio recording and the written transcription of your video conference call to improve, find information or simply report on the meeting. 4/ Analytics and Interactive Report The interactive report will show you the complete agenda of your meeting. You can measure your performance with statistics

Introducing OrderCast, the innovative solution designed to help wholesalers enhance their operations and effortlessly oversee their B2B orders online. With a user-friendly front office, OrderCast delivers a tailored and streamlined B2B ecommerce experience, featuring capabilities like personalized catalogs, quick order placements, detailed order history, and robust search functionalities. This intuitive e-commerce platform is crafted to simplify the ordering journey for your customers. It also implements advanced pricing and discount structures that cater to each client, taking into account their purchase frequency and volume. Additionally, seamless integration with ERP systems guarantees up-to-date inventory tracking and precise order management. Our proprietary search technology offers a powerful, customizable experience, ensuring customers can swiftly locate the products they seek. Furthermore, OrderCast’s back office equips businesses with a comprehensive set of tools to effectively oversee their B2B operations. It allows users to monitor and manage orders and stock levels across various sales channels and storage facilities from a single, unified platform, ultimately driving efficiency and growth in your business.