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.

The Only Analytics Suite Designed for Data-Sensitive Industries. Piwik PRO allows you to track user behavior even when it is not secure. It is both privacy-compliant and available on-premises as well as in the cloud. Complete compliance with security and privacy laws around the world. Piwik PRO makes compliance easy with strict data privacy regulations. From privacy laws in the United States, to all European laws, directives, and including GDPR, HIPAA and Chinese Internet Law, Russian law 526FZ, and many others. Piwik PRO guarantees 100% data ownership. It is never shared with any third parties, regardless of whether you choose the Cloud or On-Premises solution. Combine data from Piwik PRO Analytics Suite for highly accurate customer profiles and detailed research on user behavior patterns. Integrate first-party data from web analysis, your company's CRM and offline sources (including CSV file), forms, or other sources. Get a complete picture about your customers' behavior.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Insightly helps you to understand your customers and grow your company. Insightly is a powerful and simple-to-use customer relationship platform that small and medium-sized businesses can use to increase sales, build relationships and deliver projects on schedule. It integrates natively with Gmail, Office 365 and MailChimp. Insightly offers tools that help companies manage their contacts throughout the sales cycle, track customer relationships and monitor their sales pipeline.

Target the right buyers, learn key insights, and engage through personalized outreach. Keep track of key lead changes and company changes. Reach out to prospects and engage them. With a search that returns the most relevant prospects, you can find the right people and companies. With personalized suggestions, quickly find the right people in your target accounts. Save the leads and accounts that you sell to automatically and log Sales Navigator activity into CRM in one click. Get information about your leads and accounts, including job changes. You can organize your leads and accounts using tags. Notes can be synced back into CRM. The expanded list of people who viewed your profile within the last 90 days can be viewed here.

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.

LeadDesk's predictive and auto dialer modes allow your agents to make up to 120 calls per days, as well as 40 calls per day. Imagine how this can impact your revenue and bottom line. LeadDesk offers eight dialer modes, including predictive and auto dialers. With the right dialer mode, your outbound sales agents can reach customers quickly in any situation. Your call center agents will be able to call three times more people per day if they switch from a manual dialer and use LeadDesk. You know your customers best. LeadDesk's simple-to-use workflow tool and campaign creation tool will help you increase your campaign ROI. You don't have to call a consultant every time you need to set up a new campaign. Instead, you can optimize your call center campaigns based upon historical reports or real-time monitoring.

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.

Jedox offers integrated enterprise planning solutions that are more advanced than spreadsheets. Jedox's integrated planning solution combines enterprise planning, data analysis, and reporting to help organizations improve collaboration between teams, create accurate forecasts, analyze and report, and provide greater process transparency and transparency. Jedox is available from any device, and also has inbuilt integration.

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!

Quote Manager CPQ for Microsoft Dynamics 365. Microsoft Dynamics 365's powerful add-on, Quote Manager CPQ, is fully native to Microsoft Dynamics 365. This add-on allows sales teams to quickly create and send professional branded quotations from Dynamics 365. Quote Manager CPQ, the only Quote/CPQ software 100% dedicated to Dynamics 365, holds all configuration, data and set up data in Dynamics. You have complete control over any customizations or use of standard Microsoft Dynamics 365 features like queries, charts, views, workflows, and views. The standard Excel export/import functionality for Product Database modifications is used, along with PowerBI dashboards or PowerApps. Standard Word Templates and other add-ons control the output of quotes. Quote generation. Search over 10,000+ products. Filter by category, make and supplier. You can add products to the quote, modify the layout with comments, sub-totals and edit descriptions

To better understand your financial position, you can use your live pipeline and sales velocity metrics. You don't need to use spreadsheets. Clearer tracking of sales targets will improve sales performance. Real-time visibility of client, team and business performance against goals. Identify deal slippage early and take action to prevent it from happening. Better collaboration, greater accountability, and less guesswork can improve the accuracy of your forecasting. We believe that forward-looking data is crucial for business decisions. We know that businesses that are too dependent on backward-looking financials are not prepared to make the right business decisions that will help them grow. We decided to help businesses make better business decisions by providing them with the right forward-looking information. We unlock the hidden value in your CRM data, and make that data work harder for you.

QVANTUM, a cloud-based platform for operational planning, allows businesses to streamline their workforce, financial, and sales planning. It integrates seamlessly into existing ERP, HR, and BI systems, allowing departments the ability to collaborate on a single platform. QVANTUM provides powerful tools for predictive planning, cost center management and ESG reporting. This allows real-time data insights that support decision-making. The platform eliminates Excel by offering customizable template, automated workflows and precise rights management in order to ensure compliance and protect data. Its intuitive interface is based on Excel and reduces the need for training. The scalable architecture can adapt to changing business needs. Compliance is based upon the precise assignment and automatic backups. Connection to all common HR, ERP, and BI systems.

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.

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.

Get the most detailed, automated, robust attribution data for optimizing marketing performance right out of box. Do not use a homemade solution to determine your ROI. You need dedicated attribution, you need rampmetrics. Capture the 80-90% you're not using. Move away from the minutia to the marketing. You'll have all the information needed to make informed decisions. Rammetrics collects data in multiple layers and verifies both online and off-line content to provide the most automated conversion tracking available. Install a script on your landing page or webhooks and rampmetrics will track conversions automatically, monitor data and identify mistakes. It will also analyze your entire funnel. After rampmetrics analyses your entire funnel and related activities you will receive up to 400x multi-dimensional data which can be configured in customizable views.

AWS Marketplace is an online catalog that allows customers to discover, buy, deploy and manage third-party products, data and services within the AWS ecosystem. It offers thousands of listings in categories such as security, machine-learning, business applications, DevOps, and more. AWS Marketplace offers flexible pricing models, such as pay-as you-go, annual subscriptions and free trials. This simplifies billing and procurement by integrating costs in a single AWS bill. It also supports rapid implementation with pre-configured applications that can be launched using AWS infrastructure. This streamlined approach allows companies to accelerate innovation, reduce the time-to market, and maintain better controls over software usage and cost.

Triblio's Account Based Marketing solution combines inbound and outbound marketing with sales plays for revenue generation. Our platform allows clients to run targeted ads and web personalizations to generate demand from their most important accounts. Triblio can be integrated with a variety of marketing, sales and analytics tools. Multichannel campaigns are becoming more important than ever. Our proprietary intent data includes 175M global profiles, 5B monthly interactions, and allows you to predict accounts that will be in-market for products and services. You can easily create multi-channel, multistage ABM campaigns using a drag-and-drop editor. These campaigns nurture prospects from their initial interest to closing-won. You can easily create multi-step, multichannel ABM campaigns that nurture buyers throughout the entire purchase journey.

Software is what we do. For manufacturers. Amazing software. It works well and it is beautiful. Why? Faster rockets. Better cars. Cheaper production. What if everything could get 30% faster, better and stronger? Let's all work together to create this future. Atlas Solutions' Fulcrum is a SaaS platform that allows small and medium-sized manufacturers to increase efficiency through workflow optimization and automated data gathering. Fulcrum provides value through a digital, paperless workflow that leverages machine learning, predictive analytics, advanced heuristics, and machine learning to increase throughput and profitability. We help manufacturers transition to cutting-edge software that reduces stress, gets more out good employees, automates tedious tasks, and allows you to focus on what really matters: customer relationships.

CPQSync by Cincom is not a new product. However, Cincom has been in the CPQ market since about 25 years ago and has been around for over 50 years. CPQSync was born out of all that experience, including the successes and failures as well as the lessons learned. Customers and users get real value when you combine the best of both worlds: experienced minds and forward-thinking perspectives. CPQSync is that solution. CPQSync can be used in both cloud and Microsoft Azure. This is a first for Cincom products! We made the decision to move to the cloud to provide better customer experiences in terms of quality, quantity, and design. Cloud-based allows us to be flexible with our product vision and allows for us to respond to customer demands as the market changes.

LivePreso is the only platform that automatically creates beautiful, integrated, interactive content tailored to each customer. Interactive sales content that is automatically tailored to each customer. Integrated QBRs that can be created in seconds, not days. Interactive content that uses customer data to suggest growth opportunities. LivePreso makes it easy to pitch, win, present, and grow. Beautiful customer interactions with LivePreso are possible by automatically creating bespoke, data-driven content. Integration with ERP, CRM and other data sources: Every presentation is automatically customized and personalized for each customer. A single cloud-based content source, controlled by the company and synced to company data sources, ensures that every presentation is consistent and accurate.