Best Sales Software for Microsoft SharePoint

Guru is an AI search and knowledge platform that delivers trusted information from your company's scattered docs, apps, and chats the moment you need it without leaving the apps you’re already in. No need to dig for information, Guru’s personalized AI assistant gets you verified/trusted, relevant answers. Guru's AI can turn those answers into an AI-powered knowledge platform to replace your legacy wiki and intranet too. Guru natively integrates with Slack, Google, Microsoft Sharepoint, OneDrive, and Teams, Salesforce, Zendesk, Atlassian Confluence, Atlassian Jira, Dropbox, Box, Google Drive, Asana, HubSpot, ClickUp, GitHub, GitLab, Intercom, ServiceNow, Linear, Front, and more

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.

Pipeliner revolutionized CRM through its unique visual interface, no code workflow automation engine, instant dynamic insights, and reporting. No other CRM offers salespeople and sales managers so many ways to display and analyze sales data, as well as intelligent, system-generated insights. Pipeliner's automation engine and ease-of-integration with other systems (such email, ERP, and Marketing) allow for the elimination of many routine and manual tasks that other systems impose on salespeople and managers. Pipeliner CRM is so different than traditional CRM. This is why we have high adoption rates, low Total Cost of Ownership and a rapid Return on Investment. The system is easy to use and learn, and it takes very little business disruption when it's deployed.

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.

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.

Similar to an LMS but less expensive. Trainual makes it easy to create your playbook, onboard and train your teams, keep everyone in line, and make everything you need instantly accessible. It's easier than ever before to transfer, train, test and onboard knowledge. Reduce wasted time and endless searching. Make training and onboarding more fun. You can embed videos directly into Trainual, or use the in-app screen recording tool to capture the process as you go. The built-in stock images library and GIPHY integration make content even more enjoyable! To ensure accountability, test knowledge. Simple tests that are built into automated sequences can help you ensure your employees know what to do. You can track logins and track user progress to help them when they need it. Connect Trainual with the ecosystem of apps that you use every day to increase productivity and automate tedious tasks during onboarding and training.

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our innovative, best-in-class platform and customer value programs empower companies to accelerate growth, mitigate risk and improve the employee experience. With Responsive, frontline teams deliver superior responses using intelligent technologies to quickly, accurately and automatically manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs).

LeadMaster is an all in one customer relationship management (CRM), and lead management software solution. LeadMaster is a powerful tool that supports sales and marketing teams. It offers a variety of tools to capture, follow-up, and/or track leads. LeadMaster is a suite of integrated modules that can be used to automate and streamline email marketing, CRM and sales force automation.

SmartDocs from 36Software is an innovative tool that converts Word into a simple content management solution. SmartDocs is a tool that can help you save time, money, and create better content. SmartDocs offers many features, including reusable snippets and reusable variables, document snaps, intuitive user interfaces, content maps, status notifications, and more. SmartDocs is available in three editions--Professional, Express and Desktop--and all are scalable to fit the needs and sizes of teams.

Communicate directly with your users from within your application. Simpo allows you to deliver knowledge and training directly to your users, with automated announcements and in-app walkthroughs. No technical knowledge required. You have the freedom and control you need in order to accomplish your goals quickly. Simpo, an easy-to use tool that can be installed on top of your software, allows you to create and edit information in minutes. Users can receive announcements, knowledge and surveys right from the software they already use. You don't have to wait for users to open emails or remember hours of training. Simpo makes it easy to reduce the time and cost of training new and existing users. It automates the onboarding process, and provides step-by-step guides. Simpo allows you to run surveys and measure NPS directly within the software. This will allow you to understand sentiment and gather actionable feedback.

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.

Dynamics 365, the next generation CRM and ERP application, can accelerate your business growth. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. You can take actions that will drive your business. Build stronger relationships. Increase productivity and performance. A single view of all customers. Find and nurture the right leads. Connected customer experiences. Keep up-to-date with market trends. Deliver positive customer experiences--faster. Optimize your resources and make technicians more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to improve efficiency. Reduce operational costs and financial complexities. Transform from reactive to proactive operations. Automate and simplify manufacturing and supply chain management. Maximize the lifespan of your assets. Unify your digital and physical commerce. Personal engagement is a way to build brand loyalty. Exceed customer expectations.

Paradiso LMS, a top-rated eLearning platform, is trusted by training companies and educational institutions around the world. A complete learning management system. Paradiso LMS allows organizations to manage their eLearning efficiently via mobile, social, or video technologies. Our LMS features include gamification to motivate and engage learners, social learning for collaborative learning, blended learning, advanced reporting, advanced reporting, and e-commerce. The platform integrates seamlessly with more than 100 of the most popular business tools. We offer the following solutions: - User-friendly LMS - Custom course creations - Course catalog Virtual classroom platform - Mobile learning eLearning commerce - Customer training Training for partners - Customized eLearning Solutions - Game-based learning - Blended learning solutions

Highspot is the industry's leading sales enablement platform. Take a modern approach in sales and marketing with Highspot. Highspot allows sales and marketing teams to identify and optimize best practices to engage buyers and close deals quickly and effectively. Highspot provides powerful content management, email, live pitches, analytics, integration to existing marketing tools, and patented AI technology that powers best-in-class content recommendation and search.

Showpad Enablement Operating System® (eOS), unites marketing teams and sales teams for revenue-driving experiences. Empower sellers to engage buyers with relevant content and training and run deals confidently. Showpad eOS® offers a centralized platform for content and sales tools, allowing sellers to adapt instantly to buyer needs. They'll have the answers at their fingertips. Bring physical products to digital app experiences. From 3D models to immersive 360deg showrooms, you can engage in more engaging conversations in person. Plus, sellers can collaborate with decision-makers through comments and uploads on a Shared Space -- a convenient and customizable microsite that helps accelerate the sales cycle. Showpad Coach helps you scale the winning behaviors of top sellers to train, coach, and onboard your team to become trusted advisors.

Founded in 2013, Saleshood is the leading all-in-one sales enablement platform used by hyper-growth companies to boost sales performance. Saleshood is proven to reduce time to ramp, lift quota attainment and accelerate sales velocity. Companies like Drift, Demandbase, Bombora, Domo, Omada Health, Sage, Seagate, RingCentral​, Tanium​, Tealium, Trinet, and Yext use Saleshood to realize fast revenue outcomes with 100% virtual training, coaching and selling - at scale.

Experience the ultimate automation platform with Wrk, offering unparalleled ease and comprehensive capabilities. Gain access to a wide range of drag-and-drop API connectors, AI bots, RPA & OCR bots, and even human-based tasks, all consolidated within a single automation platform. Effortlessly connect Wrk Actions through the user-friendly Wrkflow Designer, empowering you to construct a fully customized end-to-end automation solution that precisely aligns with your unique processes. Start automating today with Wrk, for FREE!

Crescendo is a mobile sales tool and presentation tool that can be used by sales teams, marketing and sales managers, and anyone else who needs reliable access to up-to-date content on their mobile devices, offline or online. Crescendo can directly access content on Sharepoint and Google Drive, Salesforce.com Box.com and OneDrive. This ensures that you never need to migrate documents from other security-approved platforms. Anyone can create stunning visual customizations without any technical background. Crescendo transforms files and folders into branded, elegant presentation resources for iPad, iPhone, or any other Web device. You can start your teams of 10 to 500 people in minutes.

A digital platform that simplifies, streamlines, and is fully compliant with the law, empowers Pharma Sales & Medical Affairs. Accelerate sales by delivering the right information to the right people on the right platforms with full visibility into prospect interactions. From the ground up, compliance was simplified. We are compatible with Veeva Vault and Veeva CRM. Our data-driven tools provide valuable insight into content performance. Seamless onboarding makes it easier to focus on sales and engage with prospects. We understand how important compliance is for your business. MobileLocker makes compliance easier than ever. MobileLocker makes it easy for your team to access the latest version of any asset they upload, regardless of whether they are on a mobile device or desktop. You can easily set expiration dates, distribution and other details for all your content.

Klyck helps you close more deals and build stronger relationships. Klyck makes sure that sales teams have the right sales content and marketing content at the right times, which allows for better customer conversations. Klyck's data insights allow sales and marketing leaders understand customer engagement and create superior sales strategies. We combine content intelligence, training integration and customer segmentation to make any sales rep, whether seasoned or new, a qualified sales professional. Learn how Klyck's sales automation software helps B2B clients to improve their sales process, close more sales deals, and maximize sales content utilization. It is difficult to lead a customer through a complex B2B sale cycle. Our platform improves customer conversations by improving sales alignment, significantly reducing time required to find sales content, and providing powerful data analytics on customer interactions.

Veelo is a cloud-based solution for sales enablement. It combines tools for training, ongoing support, optimization, and onboarding into a single platform. Veelo's Onboarding feature allows users to create learning paths based on the roles of new employees. Veelo's Guided Selling feature lets users automate the recommendation of content to sales reps.

One Super App for edetailing, closed loop marketing and content delivery - from sample management and content delivery to multi-channel compliance communication - will elevate your HCP interactions. Increase your sales and marketing effectiveness by closing the loop. It is your all-in one edetailing and closed loop marketing solution to help execute your strategy. Targeted, personalized content can improve HCP interactions and engage customers more effectively. Innovative technology makes it easy to close the loop in commercial operations. It's available at the touch of a button, anywhere you are, whether you're at work, home, or on the move. Pitcher has different capabilities and paths that can be tailored to meet the needs of commercial reps, MSL and KAM.

EveryoneSocial is used by the world's most successful companies to enable their employees to share important news and engaging material to their social networks. You can source, review, and publish content in minutes, not hours. It's easy to get your people to share more than ever before with these tools. EveryoneSocial was designed to allow you to think big without being a burden. Our product makes it easy for employees to be engaged and onboarded, while generating continuous ROI for your company. You can easily activate and manage thousands, hundreds, or even thousands of your employees in EveryoneSocial. Our easy-to-use features will keep your people organized no matter how many, where they are located, or what they do.

Use our all-in-one sales platform to lower barriers and increase sales performance. Our platform provides solutions for all businesses, from growing companies to highly regulated global corporations. It helps salespeople sell better, marketers track and manage content usage, and organizations have a better sales-marketing dynamic. vablet is affordable and works on all devices, online or offline. You can integrate vablet seamlessly with Salesforce and create automatic updates to reduce manual labor. vablet can help you unleash the potential of your sales team! Interactive presentations, fillable forms, content recommendations from AI, and AI-driven content recommendations will help you win more deals. A central digital content library that is accessible from any device with or without Wi Fi solves document control and management problems.

It is not easy to manage proposal resources. Meridian for Proposal Teams simplifies the process by giving Proposal Managers all the tools they need to keep the delivery schedule on track. It also gives subject matter experts the ability to contribute in a friendly and timely manner to the overall proposal effort. Instant access to approved content, and import it into any file. Search and retrieve company information, technical data, drawings, biographies, and product data. These are just some of the key features and benefits: You can view and track proposals at a glance, search for and publish to reusable contents libraries, work on proposal volumes within a collaborative workspace, create and manage virtual teams, use common document formatting, and accountability with checks-and-balances, all built on Microsoft SharePoint.