Best Sales Software for Microsoft Power BI

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Bring Microsoft Dynamics 365 and Salesforce data to your sales team with Resco Field Sales+, a mobile solution designed to streamline field operations. This tool helps you manage customer data, track opportunities, and process orders directly from the field, improving productivity and customer interactions. Field Sales+ is built with an offline-first design, ensuring that your team can access and update client details, orders, and sales reports even in areas without reliable internet connectivity. It’s ideal for sales professionals working in remote regions, urban areas with unstable networks, or on-the-go situations where staying connected is critical. The solution offers features like route planning, automated reporting, customizable dashboards, and digital asset management to simplify sales workflows. These tools make it easier to handle leads, prepare quotes, manage inventory, and monitor performance in real time. Resco Field Sales+ empowers your team to focus on closing deals and building customer relationships while maintaining seamless access to essential sales data.

Price2Spy is one of the global pioneering pricing software offering the full scope of features from gathering product pricing and additional product data to automated repricing mechanisms, along with alerts and reports for clients to get the most meaningful insights in real-time. If your business offers a large number of products and/or encounters fierce competition, no matter the industry, you can rely on Price2Spy eCommerce pricing software and leave all operational processes to our team. Currently, we support retailers and brands in 40+ countries with pricing intelligence, helping them grow profit margins and outsmart competition. Price2Spy makes automatic price adjustments easy to perform saving your most valuable resource - time, allowing your pricing team to focus on strategic planning and management.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Introducing the ultimate analytics platform tailored specifically for industries that prioritize data sensitivity. With Piwik PRO, you can monitor user interactions even in the most secure environments while ensuring adherence to privacy standards, whether you opt for an on-premises setup or a cloud solution. It guarantees full compliance with global privacy and security regulations, making it simple to navigate stringent data protection laws. This includes compliance with various regulations from the United States and across Europe, such as GDPR, HIPAA, and more, alongside specific laws from countries like China and Russia. Piwik PRO ensures that you retain complete ownership of your data, as none is transmitted to external servers or third parties, regardless of whether you use the On-Premises or Cloud option. By leveraging the Piwik PRO Analytics Suite, you can merge the data you collect to create precise customer profiles and analyze user behavior with remarkable detail. Integrate first-party data seamlessly from diverse sources such as web analytics, your organization’s CRM, offline data (including CSV files), forms, and beyond. This holistic approach allows for a thorough understanding of your customers’ behavior patterns. Ultimately, Piwik PRO empowers you to make informed decisions backed by comprehensive insights into your audience.

Training today is often not what employees need to be successful. The traditional methods are outdated and rely heavily on static materials and long lectures that do not engage the mobile workforce. Workers are frustrated and inefficient because they cannot absorb information or apply in real-world situations. There are few opportunities for practical learning, which leaves employees unprepared and disengaged. This disconnect not only hinders performance, but also stifles innovative thinking within organizations. It's time for a new approach to training that is more dynamic and hands-on, and speaks to the needs today's workforce. SparkLearn’s macro-adaptive Learning Experience Platform (LXP), which is a platform that measures a user's prior knowledge about a subject, allows them to customize the content level for them. Content authors can set thresholds to allow users to skip content that they already know.

Identify the ideal buyers, gain valuable insights, and connect through tailored outreach efforts. Monitor significant changes in leads and companies while reaching out and engaging with potential clients. Utilize a search tool that helps pinpoint the best individuals and organizations, ensuring you connect with the most pertinent prospects. Quickly identify key personnel within your target accounts, benefiting from personalized suggestions designed for your specific needs. Effortlessly save your leads and accounts, logging your Sales Navigator activity to your CRM with just one click. Access crucial insights regarding your accounts and leads, including any job transitions that may occur. Efficiently categorize your leads and accounts using tags and take notes that can seamlessly synchronize with your CRM. Additionally, explore an expanded view of who has interacted with your profile over the past three months, enhancing your networking potential. This comprehensive approach not only streamlines your prospecting efforts but also maximizes your engagement with potential clients, leading to greater opportunities for success.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

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.

LeadDesk's innovative auto and predictive dialing features allow agents to increase their daily call volume from 40 to an impressive 120. This remarkable boost in call capacity can significantly impact your revenue and overall financial performance. With eight unique dialing options, including both auto and predictive modes, LeadDesk ensures that your outbound sales agents can effectively connect with customers in any scenario. Transitioning from a manual dialing system to LeadDesk can empower your call center team to contact three times more prospects each day. As the decision-maker, you have the opportunity to enhance your campaign's return on investment by utilizing LeadDesk’s intuitive tools for creating, managing, and analyzing sales and marketing campaigns without needing to consult external experts for every new initiative. This level of control allows you to continuously refine your call center strategies based on up-to-the-minute analytics and past performance data, ensuring your campaigns are always optimized for success. Embrace the power of LeadDesk and watch your sales potential soar.

ValQ is a lightweight, server-less, multi-purpose, lightweight application that runs on Power BI. It supports use cases such as budgeting, forecasting and time series forecasting. It allows enterprises to run simulations, plans and analyses in a visually appealing and intuitive way. It can be used in a variety of departments and functions. It is designed to meet the analysis and decision-making needs for business users and executives, without any dependence on IT.

Quote Manager CPQ for Microsoft Dynamics 365 is a robust add-on that seamlessly integrates with the Microsoft Dynamics 365 platform. This solution empowers your sales team to quickly generate and distribute professionally branded quotes within minutes. Unique to Dynamics 365, Quote Manager CPQ ensures that all setup, configuration, and data management occur within the same system, allowing for complete customization and the use of standard features like queries, charts, views, and workflows. The quoting system leverages Excel's export/import functionality for easy modifications to the Product Database, and it also utilizes PowerBI dashboards and PowerApps for enhanced analytics. Furthermore, the output of quotes can be tailored using standard Word Templates or through various additional tools. With Quote Manager CPQ, users can efficiently search through an extensive catalog of over 10,000 products, applying filters by category, make, supplier, and product description. Additionally, the platform allows for the easy addition of products to quotes, enabling customization of layouts that include comments and subtotals, along with the ability to edit descriptions as needed. This comprehensive solution not only streamlines the quoting process but also enhances overall sales productivity.

Leverage your live pipeline and sales velocity metrics to gain a clearer insight into your company's financial health, eliminating the need for cumbersome spreadsheets. Enhance sales outcomes by accurately monitoring progress towards goals, while obtaining a real-time overview of your team, clients, and overall business performance. By identifying potential deal slippage ahead of time, you can take proactive measures to mitigate risks. Furthermore, boost the precision of your forecasting through improved collaboration, heightened accountability, and reduced reliance on assumptions. We understand that effective business strategies hinge on forward-thinking data, and recognize that those who focus excessively on historical financials may find themselves ill-equipped to make informed decisions for growth. Our mission is to empower businesses to make smarter choices by providing them with essential forward-looking data. We achieve this by revealing untapped potential within your CRM data and optimizing its utility to support your objectives. This proactive approach will not only enhance your decision-making process but also pave the way for sustainable success in an ever-evolving market.

QVANTUM is a sophisticated cloud-based operational planning solution designed to help organizations enhance their financial, workforce, and sales planning efforts. It provides seamless integration with current ERP, BI, and HR systems, fostering effective collaboration among various departments on a centralized platform. Equipped with robust tools for predictive forecasting, cost center oversight, and ESG reporting, QVANTUM delivers real-time insights that aid in informed decision-making. The platform reduces reliance on Excel by offering tailored templates, automated workflows, and stringent rights management to uphold compliance and protect data. Featuring an easy-to-navigate interface reminiscent of Excel, it significantly reduces the training required for users, while its scalable architecture ensures it grows alongside the business. Compliance measures are based on detailed rights assignments and automatic data backups, ensuring a secure operational environment. Additionally, it provides connections to all major ERP, BI, and HR systems to streamline processes further. This comprehensive functionality makes QVANTUM an indispensable tool for modern enterprises striving for efficiency and agility.

Transition away from traditional spreadsheets and adopt the superior, top-tier integrated enterprise planning solutions offered by Jedox. These solutions from Jedox amalgamate enterprise planning, data analytics, and reporting functionalities, empowering organizations to enhance teamwork, generate precise forecasts and analytics, and achieve improved visibility and transparency in processes. Furthermore, Jedox can be accessed on any device and features seamless integration capabilities, making it a versatile choice for businesses. This shift not only streamlines operations but also fosters a more collaborative work environment.

FIELDBOSS, an end-to-end field-service software solution, is built on the Microsoft Dynamics Platform. FIELDBOSS simplifies complex operations and makes it easy to connect field service contractors with customers and equipment. FIELDBOSS empowers companies and provides real-time profitability information for management. The organization is managed by a team made up of Certified Microsoft Technology Specialists and Chartered Professional Accountants who have been providing high-quality service in the Microsoft solution consulting market since 1989. FIELDBOSS offices can be found in New York City, USA and Toronto, Canada.

Contify is a comprehensive market and competitive intelligence platform that helps businesses track information on competitors, customers and key intelligence topics by enabling users to collect, curate, and share actionable intelligence across their organization. It is recognized by top industry analysts, including Gartner, Forrester, Frost & Sullivan, and ranked among the top M&CI products on G2. Our M&CI Platform and News APIs empower teams in Strategy, B2B Marketing, Sales, and Product functions. Contify is designed to create a centralized repository that acts as a single-source-of-truth for the entire organization. It offers unique features such as custom taxonomy, configurable dashboards with templates, global and curated newsfeeds, intelligence newsletter reports, AI-based insights extraction, and more.

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!

Replace your custom solution with a superior, comprehensive, and automated attribution system designed to enhance marketing outcomes straight away. Relying on a homemade approach to assess your return on investment is no longer viable; dedicated attribution software is essential, and that's where rampmetrics comes in. It enables you to capture the significant 80-90% of data that often goes unnoticed, freeing you from the trivial details and allowing you to focus on strategic marketing initiatives. With rampmetrics, you'll have access to all the necessary information to make informed decisions. This tool employs various layers of data collection and verifies both online and offline content to provide the industry's leading automated conversion tracking. Simply add a straightforward script to your landing pages or webhooks, and rampmetrics will seamlessly track conversions, scrutinize data, pinpoint errors, and evaluate your complete marketing funnel. Once rampmetrics has thoroughly assessed your funnel and associated activities, you'll receive up to 400 times more multi-dimensional data, which can be tailored into customizable views to suit your specific needs. By leveraging this powerful tool, you can ensure that every aspect of your marketing strategy is informed by comprehensive insights.

AWS Marketplace serves as a carefully organized digital platform that allows users to explore, buy, implement, and oversee third-party software, data products, AI agents, and services seamlessly within the AWS environment. This marketplace offers a vast array of options spanning various categories, including security, machine learning, business applications, and DevOps tools. By featuring adaptable pricing structures like pay-as-you-go, annual subscriptions, and free trials, AWS Marketplace makes it easier for customers to manage procurement and billing by consolidating expenses into a single AWS invoice. Additionally, it facilitates quick deployment of pre-configured software that can be easily launched on AWS infrastructure. This efficient model not only empowers businesses to spur innovation and reduce time-to-market but also enhances their ability to control software utilization and costs effectively. Ultimately, AWS Marketplace stands as an essential tool for organizations looking to optimize their software management and procurement processes.

Motileo is an innovative platform focused on enhancing sales performance and fostering team engagement through gamification, which reimagines routine business activities and key performance indicators (KPIs) as engaging and competitive experiences aimed at boosting productivity and outcomes. By integrating seamlessly with existing tools like CRM systems, it automatically gathers essential performance metrics such as calls made, meetings scheduled, deals finalized, and revenue earned, transforming these figures into dynamic competitions, achievements, and progress tracking for both individuals and entire teams. Moreover, Motileo incorporates game-inspired mechanics into the work environment, recasting targets as accomplishments, milestones, and missions that lead employees toward quantifiable results while maintaining their involvement in the process. Teams have the opportunity to engage in tailored competitions or direct challenges that cultivate a spirit of friendly competition and promote ongoing effort, all while automated recognition features grant participants points or coins that can be exchanged for rewards. This unique approach not only motivates employees but also enhances collaboration and camaraderie among team members, making work more enjoyable and productive.

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

TIMi allows companies to use their corporate data to generate new ideas and make crucial business decisions more quickly and easily than ever before. The heart of TIMi’s Integrated Platform. TIMi's ultimate real time AUTO-ML engine. 3D VR segmentation, visualization. Unlimited self service business Intelligence. TIMi is a faster solution than any other to perform the 2 most critical analytical tasks: data cleaning, feature engineering, creation KPIs, and predictive modeling. TIMi is an ethical solution. There is no lock-in, just excellence. We guarantee you work in complete serenity, without unexpected costs. TIMi's unique software infrastructure allows for maximum flexibility during the exploration phase, and high reliability during the production phase. TIMi allows your analysts to test even the most crazy ideas.

FairPlanner is a 360° Hospitality Financial Planning & Analysis Software. It is designed for efficient revenue & profitability planning for all departments based on hotel-specific P&L charts of accounts. It is your go-to hotel budget and forecast planning software. With interfaces to all major data integration systems (PMS, ERP, etc.), it is an intuitive planning & controlling solution with a dashboard of relevant KPIs; 360° insights at a glance.

LivePreso stands out as the sole sales enablement platform that rapidly generates stunning, cohesive, and interactive content specifically customized for each customer in just a matter of seconds. With this platform, your sales presentations can feature interactive content that adjusts dynamically to the client's needs. It also streamlines the creation of integrated Quarterly Business Reviews (QBRs), transforming what used to take days into mere seconds. By leveraging customer data, the platform suggests opportunities for growth, ensuring that whether you're preparing, presenting, closing deals, or expanding relationships, you are always pitch-perfect with LivePreso. The result is automatically personalized, data-driven content that enhances customer engagement. Furthermore, seamless integration with CRM, ERP, and other internal or external data sources guarantees that every presentation is uniquely tailored to the customer. By utilizing a single cloud-based content repository that is managed by the business and synchronized with company data sources, LivePreso ensures that all presentations are not only consistent and accurate but also up-to-date and compliant—all without the burden of extensive manual effort. Ultimately, this platform revolutionizes the way businesses approach sales enablement, making it easier to connect and succeed with clients.