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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Achieve comprehensive insight into customer interactions, histories, and records from a single interface. Minimize the number of clicks and enhance efficiency through a consolidated view of customer information. Explore customer data in depth using sophisticated drill-down features. Utilize integrated AI to identify optimal opportunities and speed up the closure of deals. Receive tailored suggestions for the most effective actions to take in various sales scenarios. Concentrate on high-value prospects with predictive analytics that assess deal success probabilities. Emulate successful strategies by employing advanced forecasting techniques and time-sensitive analytics. Monitor sales performance with real-time metrics and reporting, eliminating the need for manual spreadsheets. Anticipate pipeline changes and quota success using dashboards designed for specific roles. Streamline and automate your sales workflows with user-friendly drag-and-drop features and built-in instructional guides. Employ Smart Guides to manage intricate sales tasks seamlessly. Collaborate easily by leveraging native integrations with external document management tools, ensuring a smooth process across platforms. This comprehensive approach not only enhances efficiency but also empowers sales teams to work more effectively and strategically.

Description

Utilize AI and machine learning to enhance the efficiency of the sales pipeline, refine the accuracy of sales and commission forecasts, and consistently achieve sales goals. By harnessing data-driven insights along with visual dashboards, teams can gain a clearer understanding of pipeline health, uncover deeper insights into activities and trends, and effectively prioritize high-value opportunities. Remove uncertainty for sales representatives through a digital assistant that automatically records crucial opportunity information, ensures CRM accuracy, and provides guidance on navigating deals effectively. Employ machine learning to develop precise multi-level forecasts, enhance revenue predictability, and facilitate streamlined management of pipeline forecasts. Maintain a tidy pipeline through intelligent data collection and by automatically promoting desired sales practices organization-wide with alerts and recommendations for the next best actions, which support representatives in their efforts to close deals. This comprehensive approach not only boosts sales performance but also cultivates a more proactive and informed sales culture within the organization.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Act-On Yes 
Adobe Real-Time CDP Yes 
Axis LMS Yes 
Clarity by Rego Yes 
Epicor CRM Yes 
Magic EDI Service Yes 
Microsoft Dynamics 365 Yes 
Microsoft SharePoint Yes 
Oravoice Yes 
ProMLM iCON Yes 
RingCentral RingCX Yes 
Sage 100 Yes 
Smart Apartment Data Yes 
Sugar Sell Yes 
Tarvent Yes 
Workers by Delos Yes 
Xactly Incent No 
Xero Yes 
Xoxoday Yes 
sales-i Yes 

Integrations

Act-On No 
Adobe Real-Time CDP No 
Axis LMS No 
Clarity by Rego No 
Epicor CRM No 
Magic EDI Service No 
Microsoft Dynamics 365 No 
Microsoft SharePoint No 
Oravoice No 
ProMLM iCON No 
RingCentral RingCX No 
Sage 100 No 
Smart Apartment Data No 
Sugar Sell No 
Tarvent No 
Workers by Delos No 
Xactly Incent Yes 
Xero No 
Xoxoday No 
sales-i No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

SugarCRM

Founded

2004

Country

United States

Website

www.sugarcrm.com

Vendor Details

Company Name

Xactly

Founded

2005

Country

United States

Website

www.xactlycorp.com/products/xactly-forecast

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Alternatives

Alternatives

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