Best Sales Software for Microsoft Teams

Meetings and calls are the backbone of your work. Ineffective conversations can be a barrier to your success. Avoma's Conversation Management platform will transform the way you work. Learn about topic trends, talk-patterns that win, key coaching insights, and how to deal with risks. Search for any word and share key moments. Comment to give feedback. Automate data entry and note-taking to allow you to focus on the conversations. To coach your team faster, learn the most important insights from their conversations. Collaboration with cross-functional teams is key to better alignment Automatic video recording, high quality Transcripts and AI-generated Notes are available for key topics. Don't let action items slip by the wayside and don't forget to follow-up. To recall the details, search the transcript and playback the recording using time-stamped notes.

Give the customer a complete overview of the process, including meetings and tasks. Transparency and preparation are key to professionalism and trust. Assign tasks to both internal staff and clients to ensure that the sales process progresses. To ensure that customers remain engaged, monitor the progress. Run online meetings like never before. Pre-defined agendas keep you on track. Context sensitive functionality allows you to change the experience depending on the goal of each agenda item. You can store and share documents with clients. Proposals, specifications, RFPs, contracts, and even contracts to sign. All the information you need in one place, and always up-to-date.

Trackfront is the perfect solution for managing projects, jobs, or teams every day. It allows you to work faster, smarter and more efficiently than ever before. Trackfront's suite can be used individually or together depending on your specific needs. Trackfront's tools can all be customized to your work style so you can make them your own. Your chances of winning a business are greatly increased if you respond quickly to leads with a custom proposal. Trackfront makes it easy to quickly create cost estimates and custom proposals. It can be difficult to work with clients and internal teams on multiple projects. Trackfront makes collaboration easy and efficient by managing all communications and file sharing, approvals and approvals. It also manages project stages, milestones and deadlines. It is the fastest way to ensure profitability. Trackfront makes it easy to manage time and expenses.

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

You can instantly share your information with just a tap, scan or send. You can share contact information, social media, websites and payment apps as well as files, videos, and other information. Send your digital business card via text message or email. For brand consistency, create, distribute, manage and manage digital cards for your team. On average, you can capture 300% more leads. One central contact book allows you to view, manage and export all team-wide leads. Our goal is to help you and your team generate more leads faster than any other onboarding task. To make it easy for members to sync instantly, we have partnered with Azure Active Directory. CSV imports and digital cards created from scratch are also possible.

Responsum connects with your team's data, tools, and knowledge. You can train it to manage your team using best practices and your playbook to increase performance, or you can use it as an individual. You can see Responsum in action to see how it drives results. Poor data kills team performance. Don't worry about missing opportunities or missing forecast fields. Responsum makes it possible. When your team takes action on the right deals at a right time, they close more deals. Responsum helps you understand your sales strategy and guides your team to success. You can easily access the data you need in order to coach, make decisions and ensure your team hits its number every quarter. Responsum breaks down the sales process into small steps that allow your team to get work done quickly. You get precise data, relevant insights and the assurance that your team is performing at their best.

Winn.AI tracks the conversations of your AE in real-time. It lets them know what talking points they have already addressed and which are still left to communicate. Reduce the busy work of your team. Winn.AI automatically understands and captures the answers of prospects, and imports them to HubSpot or Salesforce in one click. You wish you could whisper your next line to your AE. Winn.AI detects, interprets and feeds your reps with the information needed to keep the conversation going. Winn.AI tracks all your conversations in real-time, letting you see which talking points have been addressed and which are still left to be communicated. Winn.AI interprets and detects their questions, and discreetly feeds you all the information you need to continue the conversation.

Squire, an AI-powered conversation intelligence Software as a Service, is designed to help recruitment agencies and consultants. It records conversations between recruiters (and candidates), transcribes the recordings and generates a written summary of key information that can be used in the future. This information is automatically pushed into the ATS/CRM, updating candidate records without any manual work on the part of recruitment consultants. Squire allows consultants to talk to more candidates and place more people. Our solution allows recruitment consultants to perform more efficiently by reducing the burden of having to memorize information and take notes during calls. This increased productivity and focus directly contributes to a remarkable ROI and a modern candidate experience for recruitment agencies.

Real-time coaching, automatic note-taking & custom meeting reports. When you're not selling, it's important to keep your database up-to-date and clean. It is very disturbing to take notes and switch between knowledge base and customers. Details are important. Details are important, especially in sales, where a few small details can turn a loss into a victory. Maximize the chance of getting a meeting on your first call. Create the best interview guide, and get a summary of the candidates' answers. Create an SEO page right after your podcast. Uncover hidden insights in your interview. Understand feedbacks and feelings quickly. Record every VoIP call and online meeting. Add notes, screenshots and follow guidelines. Classify your notes and improve meeting performance. In less than two minutes, you can fully understand any call. Transcription and topic analysis.

Our platform simplifies partner operations by integrating into the tools you use today, normalizing the data, and giving constant visibility to the performance of every partnership. A turnkey platform that makes it simple to showcase partnerships, promote integrations and advertise partner services. Offload cumbersome management of partners and empower your partner to update their listings, without relying on your overworked team. Leads can be captured using simple, custom forms that are routed to your CRM or your partners. Customize the marketplace to your needs. There are many options, from custom calls to action to listing approval workflows.

Convert leads to meetings by routing, qualifying, and scheduling in real time from anywhere - whether it's your web form, cold calling, campaigns, or more. Build a qualification track, and let prospects self qualify to get all the insights that you need without affecting conversion. You can instantly route leads based upon complex conditions, and you can display a calendar for prospects to book appointments on your website. Allow your customers to book meetings on demand, without having to go back and forth. Our forms can be customized, embedded on your site, and include personalized follow-ups to help you collect richer data from first-party sources. You can automatically qualify and route leads based on your web form, and schedule meetings.

You can capture your website or application in just a few clicks from your browser. Follow the flow as if you were performing the action yourself. Then, click the Finish button and that's all there is to it. Your interactive guide or demonstration is generated automatically and on the fly. Our plug-and-play editor allows you to edit your demo. Add notes, customize images, logos and text. Customize your interactive demo for each lead by personalizing everything. Our advanced and rich no-code editor allows you to edit any text, graph, image or even hide elements. Share your guide flow using public links and embed it in your website, emails or Notion. Post it to social media platforms such as Linkedin, Twitter, or even in ads.

Signals changes how businesses approach sales and marketing effectiveness. By recognizing vital buying cues, Signals guarantees precise account targeting and timely engagement. This tool streamlines the sales process, helping teams focus on accounts aligning with the ideal customer profile (ICP) and adapting engagement based on the buyer's journey stage. Signals eliminates uncertainties and inefficiencies in sales and marketing, enabling teams to enhance pipeline quality, accelerate sales cycles, boost conversion rates, and consistently drive revenue growth. Discover more at Getsignals.ai.

xiQ’s personality-driven marketing and sales platform combines AI, neuroscience, and psychology to understand the buyer’s mindset. xiQ personalizes marketing and sales for each buyer at every stage in the buying process. xiQ’s proprietary platform discovers, recommends and analyzes key insights about your company and personality so that you can connect authentically with your audience. xiQ gathers and generates the data that salespeople need about customers and prospects in one place. xiQ reveals the personalities of your contacts, so you can build on shared traits. xiQ’s 1st party intent data and sales triggerings allow you to engage with your contacts when they are ready. Behavioral insights underpin everything in xiQ - from profiles to campaigns. Find the right content and the right people automatically. xiQ is always keeping you up-to-date so you don't miss an opportunity to reach out to high priority contacts.

AI helps you convert more leads faster. ZELIQ's prospect data and outreach automaton allows you to scale your sales upto 3 times faster. Create the perfect buyer list automatically. Tell ZELIQ who your ideal clients are and it will generate a list of all the people you should be talking to in order to sell more. You can have advanced lead generation, tailored to your niche. Send replies in seconds to high-engagement conversations via email, phone or social media, all on one platform. ZELIQ also keeps all the shiny data you desire at your fingertips. ZELIQ has the power to convert all your leads quickly into closed sales. Smart insights, automated mailing sequences, and flawless following-up will help you create strategies that match your ambition. ZELIQ is used by clients from all over the world to prospect globally. ZELIQ has the power to convert all your leads quickly into closed deals.

Lucy is an AI-powered knowledge management system that allows more efficiency and productivity from your employees. She makes it easy to find what you need to know when you need to know it. She listens for changes in your data, reads those changes, and learns all about your organization's accumulated knowledge. She does this without moving it from the places it resides.. She understands documents, PowerPoints, PDFs, graphs used to interpret data, videos, and audios. She connects to third-party data sources to include their insights. Lucy's integration with Slack and Microsoft Teams makes it easy for your team to ask questions that she answers from her learned knowledge. She will help you find the best answer, and she identifies other possible answers if you need a different level of insight. She helps with onboarding, enablement, market insights and research, sales productivity, operational best practices, customer services support, and subject matter expert knowledge protection if individuals change roles or leave your organization. Lucy reads and absorbs every piece of information you want her to when she joins your team. Lucy never leaves, never forgets, and is gets smarter every day.

Salesforce claims that 95% of organizations have made the phone their primary communication channel. However, being present is not enough. Customers expect consistent and personal experiences across all channels. Voice is no exception. You can achieve a 360-degree view of your customers to deliver award-winning, highly personalized customer experiences. Continuous improvement can be achieved by prioritizing the right contacts, and automatically logging calls into Salesforce. To improve customer satisfaction and gain insight, leverage your Salesforce call data in dashboards and reports. Use Natterbox as your phone. You can use it through your existing phone or via Microsoft Teams. Natterbox streamlines the productivity of your call center agents, sales teams and operations. No matter what your role is, our CTI solution can be tailored to suit you.

3CLogic is a leading cloud contact center platform that modernizes enterprise communications with employees and customers. The solution is built on Amazon Web Services (AWS) and offers advanced and scalable speech-enabled solutions for leading CRMs such as SugarCRM, Microsoft Dynamics, ServiceNow, and SAP. 3CLogic has five continent-wide deployments and a growing client base of Global 2000 clients. It drives digital transformation through improved CX, organizational efficiency, reporting insights, and dynamic IVR, CTI and AI.

Certainly is an AI platform that uses conversational AI to facilitate ecommerce and customer support. Companies can deliver extraordinary experiences and scale their growth with our next-generation technology. Conversations with visitors provide insight that helps to ensure fewer product returns, lower cart abandonment, and a higher customer lifetime value. Certainly is on an ambitious mission to help businesses create amazing user experiences by creating a digital counterpart of their top salesperson. The Certainly Conversational Ai software works seamlessly across all platforms that you use to run your business. It's your new conversational interface for customer care, sales, marketing, community, HR, and management. It transforms any interaction into a frictionless and relevant user experience. Are you curious about how automated chat could help your business? Let one of our experts walk you through a Conversational AI chatbot that is tailored to your content.

Affinity provides the insight you need to grow your most important relationships and uncover untapped business opportunities. Its patented technology structures and analyzes billions upon billions of data points from your team's digital communications. Affinity helps teams manage their networks and increase deal flow by unlocking key decision-makers and autopopulating pipelines. Affinity also provides context to your contacts so that you can always see who has spoken to whom and why. Affinity is a tool that allows you to gain deeper insights into your network, and eliminate manual data entry in any industry that relies on building strong relationships.

ProteusEngage was created by industry leaders who have struggled with complex new business development as well as client cross-sell success. ProteusEngage stands out from other sales enablement platforms on the market because we use a buyer-first methodology that is powered by proven buyer engagement Journeys and Modules. ProteusEngage's unique Workspaces are a one-of-a-kind tool that drives engagement, collaboration and communication, which in turn results in increased revenue and relationships. Stop letting your sales team hand out as many brochures or ppt's possible. Your clients and buyers want a consultative, authentic relationship. ProteusEngage empowers account and sales teams to create highly collaborative digital workspaces that allow for real collaboration, trust development, and communication.

Sales enablement for b2b marketers. Enablix is used by marketers to empower sales and customer facing teams and provide buyers with valuable content experiences. Today's sellers need quality content to empower buyers and speed up their buying process. Your sales team should be able to deliver targeted, quality content at the right moment to the right buyer. Keep sales and marketing on the same page regarding content and messaging. Streamline sales communication so reps can know what content to use, when and how to use it effectively. Create engaging content experiences instantly based on the buyer's persona or prospect's profile. To empower buyers and engage customers, create microsites and content hubs. High quality content is essential for modern sellers to provide "buyer value" and increase their pipeline. Content insights can help your sales and marketing teams make informed investments.

OnePgr is a pioneer in a fundamentally new approach. OnePgr delivers information to you in context of your conversations. This will redefine the way sales reps prospect and sell, support professionals support customers, and how teams get their projects done. OnePgr's vision is based on three fundamental principles: aggregated business information in one location, contextual, embedded communication and shared access for all team members. OnePgr allows you to seed your shared workspace by inviting your team or adding content. All information is automatically gathered. Embedded communication allows you and your team to exchange video messages, hold meetings, share documents, and add bookmarks to the shared workspace. All interaction history, including phone recordings, video recordings, and live chat messages, is preserved. OnePgr recognizes that every functional team requires different workflows, so we have combined OnePgr building blocks to make apps.

RapidStart CRM is the most simple CRM solution on Microsoft Stack. Purpose-built using feedback from thousands of users. In minutes, you can be up-and-running. RapidStart CRM can be integrated into your Outlook and Microsoft Teams environments in just a few minutes, at no additional cost. RapidStart CRM can be customized by you, your partner or with our assistance. Our foundational data model allows you to create solutions for almost any business problem. RapidStart CRM features include our Quick Steps Buttons, Record Hashtagging and Full Documentation Dashboards. We also offer our RapidStart Settings app, RapidStart Settings App, RapidStart Settings App, and our How2 Integrated video user training toolset. Are you looking to track Competitors and manage Projects, Track Time or Manage Field Technician Schedulings? RapidStart CRM can add these capabilities and many more with just a few clicks.

Rattle connects Salesforce to Slack bidirectionally. It brings your CRM to the point, exactly when you need it. Your CRM can adapt to your human workflows and help you achieve your ROI goals faster and increase your performance with less effort. Your sales team's favorite automation. You can achieve your ROI goals quicker. You can increase performance with less effort. Your CRM can adapt to your human workflows. One click connect Salesforce and Slack Use pre-built playbooks or our no-code builder to deploy Rattle for any challenge. Your team will have no new tools to learn so there won't be any learning curve. High-growth sales teams can run smarter. Let your sales team put their brainpower to better uses by getting rid of gruntwork. Reps often struggle to capture important deal data in Salesforce when they are in back-to-back meetings. Rattle allows reps to log their calls, track key metrics and manage opportunities all from Slack.