Best Sales Software for Salesforce - Page 2

CallTrackingMetrics is the only SaaS platform that uses call tracking and conversion intelligence to inform contact center automation--resulting in a more personalized customer experience. Find out which marketing campaigns are generating leads or conversions and use that data for automated call flows and to power your contact centre. Our phone, text, online, and live chat tools allow you to unify communications across your organization. CallTrackingMetrics is trusted by more than 100,000 users worldwide to manage communications for their sales, marketing, and service teams. Call tracking features include reliable dynamic numbers insertion (DNI), for session-level attribution, local and toll-free tracking numbers, and omnichannelattribution across calls, texts and form fills. Contact center features include a browser-based softphone and smart routing options.

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.

Strong partnerships are essential for successful channel sales. To reduce obstacles, it’s important to offer sales materials, tools, and experiences that your partners will appreciate. Our Partner Relationship Management (PRM) software enables you to: - Expedite the onboarding process for new partners - Stimulate demand within your channel - Support partners throughout the entire sales cycle, from lead generation to cash collection - Offer immediate assistance and insights - Tailor the partner experience easily with simple clicks instead of complex coding By utilizing our software, you can foster deeper connections with your partners and enhance their overall experience.

HiHello offers a complimentary digital business card and contact management application designed to enhance your networking capabilities. With digital business cards, you can differentiate yourself from others, as they are not only eco-friendly but also cost-effective while ensuring you leave a memorable first impression. You can effortlessly share your virtual business card via a QR code, email, text, social media, and more, allowing anyone to receive your information even if they don’t have the app installed. The Self-Healing Address Book™ automatically keeps your contacts' details up to date, simplifying the management process. You can personalize your address book by adding notes and tags to each contact, and efficiently sort them into groups for better organization. While we understand that some people prefer traditional business cards, our app includes a human-verified business card scanner, enabling you to quickly convert physical cards into digital format and seamlessly integrate new contacts into your network. Embrace the convenience of modern networking with HiHello, where building connections is easier than ever.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

If your commissions live in one tool, your rebates in another, and your chargebacks in a spreadsheet, finance ends up reconciling the same sale several times. incentX puts all of them on one spine: the ERP transaction. incentX is an incentives and compensation platform. It reads invoices, sales orders, credit memos, and AP/AR lines directly from your ERP through pre-built, two-way connectors, with no middleware or data warehouse. Each transaction is evaluated once against every active program, including sales commissions, customer and supplier rebates, royalties, chargebacks, billbacks, and trade promotions. Approved results can post back to the ERP as GL entries or AP/AR records. Native connectors typically sync in under five minutes, and anything without a connector can use the open REST API, flat files, or SFTP. incentX is SOC 2 Type II certified, encrypts data with TLS 1.2+ in transit and AES-256 at rest, and supports SSO through Okta and Microsoft Entra ID.

Brightcall is a customer communication platform built to help businesses talk to their leads and customers faster, smarter, and with less effort. Instead of juggling tools or losing valuable time on slow follow-ups, Brightcall brings everything into one simple system powered by practical, real-world AI. Our AI Agent handles conversations the way a trained team member would, answering questions, qualifying leads, booking appointments, and guiding customers 24/7. It speaks naturally, adapts to context, and connects with your existing tools so it feels like an extension of your team rather than a chatbot you have to babysit. Speed To Lead focuses on one simple goal: contact every new lead instantly. The moment someone submits a form or expresses interest, Brightcall triggers a call, text, or WhatsApp message in seconds. No delays. No missed opportunities. Just fast outreach that helps businesses convert more leads while giving customers the quick response they expect. Our Multiline Dialer is built for teams that make a lot of outbound calls. Instead of dialing one call at a time, it dials multiple lines simultaneously and connects agents only when a real person picks up. That means fewer dead ends, fewer wasted minutes, and a lot more conversations that actually matter. Brightcall is designed for real teams with real goals: more connections, more conversations, and better experiences for everyone on both ends of the call. Whether you're running a sales team, a support operation, or a fast-moving startup, Brightcall helps you communicate at the speed your business demands.

YouEx.ai is an AI-native lead-to-revenue platform for B2B sales teams that makes sure every lead is captured, understood, and acted on. Instead of stitching together separate tools for website engagement, CRM, lead qualification, routing, and follow-up, YouEx brings the entire inbound revenue workflow into one connected system. At the top of the funnel, the YouEx AI Web Agent turns a company’s website into an always-on inbound sales rep. It talks with visitors in real time, answers questions, identifies buying intent, captures contact information, qualifies prospects, and books meetings 24/7. Once a visitor becomes a lead, YouEx automatically researches and enriches the prospect, scores them based on fit and intent, and organizes the information alongside contacts, companies, opportunities, and activity in its AI-native CRM. YouEx then helps ensure those leads actually get worked. Its revenue automation can score and route new leads, notify the appropriate team members, generate personalized outreach, schedule follow-ups, recommend next-best actions, and keep opportunities moving toward revenue. The result is a continuous workflow from visitor to Web Agent to lead, research, scoring, routing, follow-up, opportunity, and ultimately revenue. YouEx is also designed to work with the tools sales teams already use. It connects with email, calendars, Slack, and Zapier, and can be operated directly through ChatGPT and Claude using MCP. Teams can ask their AI assistant about leads, retrieve research, and take action on live CRM data without constantly switching between systems. By combining real-time engagement, an AI-native CRM, and automated revenue agents, YouEx helps B2B teams respond faster, reduce manual sales work, and prioritize the right opportunities.

OppSurge provides a seamless, no-code solution for one-click lead capture, allowing visitors to sign up instantly with trusted providers like Google and LinkedIn. By reducing signup friction and increasing conversions, OppSurge empowers businesses to streamline lead capture effortlessly. OppSurge replaces traditional, multi-step forms with simple one-click authentication, removing common barriers to lead capture. Visitors can sign up quickly using familiar accounts like Google, Facebook, or LinkedIn, bypassing lengthy forms that can lead to abandonment rates of up to 27%. OppSurge also simplifies backend complexities, handling API configurations and OAuth protocols to deliver a smooth, reliable experience. Out-of-the-box integrations with CRMs such as HubSpot ensure that all lead data is source-verified and available in real time, giving marketing and sales teams confidence that their data is accurate and actionable. With an intuitive, drag-and-drop form builder, OppSurge allows marketing teams to create signup forms easily. Features like reusable global fields save time, taking teams from initial concept to live lead capture in just minutes.

Kademi helps companies transform transactional relationships into long-term, valued partnerships by onboarding partners and incentivizing growth. Discover the powerful features of Kademi's all in one PRM Software, which customers use to create highly successful channel partner solutions. Manage all aspects of the partner lifecycle, including onboarding, automating engagement and targeting, as well as managing data. Tools to reward loyalty and sales growth, calculate payouts, motivate sales targets and incentivize partners. Kademi's eCommerce capabilities allow you to sell product online and set up workflows for collecting payments. You can share enablement resources, create targeted online training courses, and reward training results. Find out why Kademi's partner management software is so popular with companies around the world.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

RocketReach eliminates the time-intensive process of building a contact list through manual data collection. You get a first-degree connection to over 700 million professionals across 35 million companies around the world with the largest, most accurate database of emails and direct dials. The platform requires no downloads, no installation, and no updating making RocketReach simple to quote and deploy. Their browser extension turns your web browser into an instant phone and email lookup engine. Find emails through LinkedIn, Crunchbase, and more with the click of a button. The bulk lookup feature makes it easy to find contact info for multiple contacts at once. RocketReach also offers integrations with Hubspot, Salesforce, Outreach, Salesloft, and thousands of other applications through Zapier. You can even integrate the platform directly into your own application with their intuitive API. RocketReach is constantly improving. They are more accurate, more complete, more intelligent, and more exhaustive than the other platforms. Trusted by over 11 million users and 95% of the S&P 500, this is the ideal tool for marketing, sales, and recruiting teams.

Guru transforms how teams access and trust information. As an AI knowledge platform, Guru unifies company data across chats, documents, and applications, giving people and AI assistants reliable, cited answers right where they work. It connects to systems like Slack, Teams, Salesforce, and Google Workspace to surface verified insights without constant searching. With automatic verification, source visibility, and permission-aware access, Guru keeps information accurate and ensures your organization operates from one dependable source of truth.

SalesTarget.ai — AI-Powered Sales Intelligence Operating System Find & Enrich with 840M+ profiles. Validate contacts. Reach buyers on Email and LinkedIn. Close with a CRM built for salespeople — Power Dialer included. SalesTarget.ai is a Sales OS built for outbound-driven B2B companies, agencies, and modern revenue teams. It centralizes every stage of the sales workflow — from data intelligence and enrichment to outreach, pipeline management, and AI assistance — eliminating the need for multiple disconnected tools. At its core, the Intelligence Engine delivers prospecting power via 840M+ profiles, 150M+ company entities, 4,000+ data signals, and 50+ premium data providers — including real-time intent signals that surface in-market buyers before your competitors do. Key capabilities: Cold Email Outreach — smart sending, warm-up sequences, spintax & unified inbox Power Dialer — auto-sequential dialing directly from the CRM LinkedIn Automation — connection requests, InMail & multichannel drip sequences Built-in Email Validation — reduce bounces & protect sender reputation Integrated CRM — pipeline, deals, call logs, tasks & team collaboration AI Co-pilot — find leads, build sequences & launch campaigns via simple chat commands Intelligence → Enrichment → Validation → Email → Power Dialer → LinkedIn → CRM → AI Co-pilot. One platform. Infinite scale.

ReachStream is the B2B data partner you can trust. Find qualified prospects by exporting our datasets, and initiating contact. Schedule meetings, optimize outbound strategies, and create robust campaigns. Use data-driven approaches to increase your pipeline and convert valuable clients. Explore new markets and reach out to new customers worldwide. Discover prospects who fit your ideal buyer profiles. Create data-driven campaigns to maximize engagement and value. Find the best candidates by searching LinkedIn for their profiles, job titles, and personal contact information. Lists of top candidates can be generated to include in your campaign and establish direct communication. Save time and effort on passive job listings and resumes. Engage top talent with personalized, insight-driven outreach.

T1U is a AI-powered, all-in-one platform for business automation that optimizes Sales, CRM, Finances, HR, Projects, Inventory and Customer Support within a single intelligent ecosystem. T1U uses AI-driven automation to eliminate inefficiencies, improve productivity, and help businesses scale smarter. Key features include AI lead scoring, automated billing, predictive demand forecasting and workforce optimization. Smart ticketing, dynamic pricing and real-time intelligence are also included. AI-powered automation simplifies complicated workflows and reduces costs and manual effort while improving efficiency. T1U integrates seamlessly with Salesforce, QuickBooks and Microsoft 365. It also offers enterprise-grade security, rapid implementation and cost-effective scaling. T1U adapts its AI-driven automation to the needs of any business, whether it's a startup, small to medium enterprise (SMB), or enterprise.

Lucrative AI serves as a comprehensive revenue platform designed specifically for the needs of AI-driven organizations, seamlessly integrating CRM, marketing automation, revenue intelligence, analytics, governance, and intelligent contracting into a single cohesive workspace. Tailored for the needs of sales, marketing, RevOps, and executive teams, Lucrative AI merges various components like Lucrative Sales, Lucrative Marketing, Lucrative Revenue Governance, Lucrative Quote, and Lucrative Analytics to streamline customer engagement, assess CRM health, produce executive insights, enhance data quality, oversee contract management, and provide comprehensive visibility throughout the revenue lifecycle. By eliminating the chaos of disparate tools and introducing a unified AI intelligence layer, businesses can achieve cleaner data, accelerate execution processes, and foster more reliable revenue growth. This holistic approach not only simplifies operations but also empowers teams to focus on strategic initiatives that drive success.

VeloxyIO Inc. is an AI-powered sales software that provides predictive forecasting and sales enablement for Salesforce CRM. Our mission is to empower Sales Reps to engage with Salesforce and get more from it than they put in. We also provide better forecasts and analytics to Sales Management to see which actions really drive the pipeline. The right data at exactly the right time! Inbox and Veloxy Mobile automatically log actions such as calls, emails opened, replies, opens, and clicks. This makes it easy to add and maintain information while on the move, making it a natural step in your sales workflow. These tools provide Sales Reps with the right data at the right moment based on their context, location, and upcoming events. This allows them to focus on their priorities without having the need to search for anything. You can see which actions really drive pipeline growth! Veloxy Analytics provides Sales Managers and Ops with more accurate forecasts based upon historical analysis of biases and the analytics tools that allow them to examine how different sales activities relate to pipeline growth.

Transform your contact center operations with CallTools—an innovative cloud-based platform that unifies inbound and outbound dialing for maximum efficiency. Enhance agent productivity and foster stronger customer relationships with robust features like predictive dialing, call recording, and integrated multi-channel campaigns for email and SMS. Gain a holistic understanding of team performance through comprehensive analytics and real-time reporting tools. With flexible integrations, streamlined queue management, and customizable IVR options, CallTools simplifies workflows and delivers superior call outcomes. Optimize your connection rates using advanced data targeting and dynamic caller ID tools. Designed with an intuitive interface, CallTools empowers teams to handle even complex tasks with ease.

You will get a steady stream of highly targeted B2B leads that you can warm up on autopilot to close more deals. You can get 10x more leads and increase your ROI. Start in 3 Steps - Setup your message sequence (connection requests + followups). InTouch Tool will collect your target audience by setting up LinkedIn search filters. Start your campaign InTouch Tool will send you connection requests, identify those who connected to you, and send followups based upon your schedule until they reply.

Kixie: Smarter Calling & Texting for Revenue Teams Kixie is the AI-powered sales engagement platform that helps teams connect faster, close more deals, and scale effortlessly—all while keeping it personal. 🔥 Outbound Sales: Boost connection rates up to 400% with AI-powered Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Automate calls & texts for instant follow-ups and high-converting outreach—without the manual work. 📞 Inbound Sales & CS: Handle more calls with smart CRM-based routing, shared SMS inboxes, and instant auto-replies. 📊 RevOps & Leadership: Get AI-driven insights, real-time coaching tools, and advanced analytics to level up your team. 💥 Supercharge your sales team today! Visit our website to get started for free, no credit card required.

Turn assessments into a client-generation engine. Agolix® lets you build branded online quizzes, surveys, and individual assessments, then deliver instant on-screen, email, or PDF feedback based on automated or custom scoring. Choose from seven question formats — binary, drop-down, text entry, multiple choice, scale, ranking, and forced choice — with AI-assisted question creation available to speed up building. Personalize the experience with your own logo and colors. Every plan works on any device, so respondents can complete an assessment from a phone as easily as a desktop, with results delivered by email. On Advanced plans, conditional logic adapts each assessment in real time, showing or hiding questions based on how a respondent answers, and score-based redirects plus the option to sell paid assessments through digital access codes add another layer of monetization and lead qualification. Professional subscriptions add team access controls, so you can manage who on your team can edit what, along with 360-degree evaluations for multi-rater feedback. Agolix connects to more than 7,000 apps through Zapier on Advanced plans and above, so assessment results can flow directly into a CRM, email platform, or spreadsheet your team already uses. A free 14-day trial, no credit card required, makes it easy to test the full workflow before committing. Getting started is straightforward: onboarding and reference guides walk you through setup, and client success support is available at no extra cost. Coaches, consultants, and businesses use Agolix to spark client conversations, qualify leads, onboard new clients or employees, and build the credibility and trust that turn assessments into revenue.

Transform your customer service experience with advanced AI-driven contact center software. Call Center Studio's cloud-based solution equips businesses with a comprehensive suite of tools designed to streamline both inbound and outbound contact center functions. For inbound communications, users can benefit from features like automatic call distribution, interactive voice response, and effective call routing, which ensures that every call reaches the right representative or team promptly. On the outbound side, the software supports various dialing methods, including predictive, preview, and progressive dialing, allowing agents to connect with customers seamlessly and efficiently. Moreover, Call Center Studio provides real-time monitoring and analytics, enabling managers to oversee performance metrics all in one convenient interface. If you're feeling burdened by the high costs and complexities associated with traditional systems, our cloud-based solution is the ideal fit for your needs! Experience our intuitive platform today! 💰 Flexible pay-as-you-go pricing ✔️ No hardware or software installation required, and no ongoing maintenance 👨‍💻 User-friendly interface designed for ease of use 🔗 Effortless integration with existing systems

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors