Alternatives to ClosePlan

Revegy's intelligent planning platform for sales helps sales teams stay aligned and build relationships that will have measurable impact on their most important accounts.

#1 Sales Engagement Platform for Salesforce & Gmail users. Groove, a Clari Company, helps sales reps, managers, and operations increase their revenue by up to 25%. Our solution empowers sales organizations to plan and execute targeted outreach at scale, engage top accounts using smart account-based sales features, drive productivity with actionable analytics, and engage top customers with personalized outreach. Our solution powers over 40,000 sales reps from top companies such as Google, Prezi and Slack. Two-way integration between Salesforce and Google Calendar Email open, click tracking & sent later Create, edit & enrich all SFDC objects Automated email sequencing

Trigerz platform, a 100% Salesforce Native app, helps sales teams keep track of revenue-generating tasks. It drives the right behaviors so that managers and executives can focus on coaching and executing strategy. Trigerz are notifications that are generated by an event, situation or action. These can be sent to your teams to provide insights and help you drive the right behavior, whether you're calling, managing opportunities, prioritizing tasks or calling.

Upland Altify stands as a leader in revenue optimization, dedicated to empowering businesses to extract maximum value from every customer interaction to enhance their revenue streams. The concept of Customer Revenue Optimization (CRO) is pivotal in equipping sales teams to secure critical opportunities, expand revenue within their primary accounts, and refine sales execution by synchronizing the broader revenue team. Altify's CRO applications, seamlessly integrated into the Salesforce platform, assist countless sales professionals, leaders, and executives in achieving ongoing optimization of customer revenue and sustained sales achievements. The ALTIFY SALES PROCESS MANAGER is designed to direct sellers through a systematic and validated sales approach, enhancing their chances of achieving favorable results for both themselves and their clients. Utilizing established industry templates tailored to fit your organization, the Sales Process Manager visually outlines your sales workflow, providing essential links to the appropriate content and tools necessary for your sales team to effectively navigate opportunities through the sales funnel, ensuring a streamlined and effective sales experience. By implementing these strategies, companies not only maximize their sales potential but also foster lasting relationships with their customers.

Reintroduce meaningful relationships into your CRM with the top Key Account, Opportunity, and Content Management Suite designed specifically for Salesforce-focused organizations. Experience a remarkable 100% boost in both team collaboration and user engagement, allowing sales teams to formulate 5-10 new comprehensive account plans weekly. Initiate our app implementations and begin the onboarding journey within just a week, while significantly reducing the time allocated to account plan presentations by an impressive 80%. You've already invested in Salesforce, so empower your salesforce to maximize its potential. Transform the platform into a comprehensive strategic sales solution that B2B sales, operations, and support teams will eagerly embrace, utilizing the only all-encompassing Salesforce modernizer available. Gain insights into critical deal progression to proactively manage at-risk deals and pinpoint essential objectives while crafting actionable plans for swift victories. Additionally, uncover whitespace analysis and growth prospects within your key accounts. Prolifiq CRUSH: The ultimate tool for proactive account planning within Salesforce, serving as your reliable source of truth while closing deals. This innovative solution not only streamlines your processes but also enhances overall sales effectiveness.

Enhance your Key Account Management and sales processes seamlessly within Salesforce using Strategy Mapper. Don't leave your success to chance; ensure your teams adhere to the defined sales methodology right within Salesforce! Effectively manage your vital accounts to boost revenue and achieve success, all within the Salesforce environment. Integrate your sales process into each opportunity plan for uniformity in all selling scenarios. Provide tailored sales coaching specific to your products and solutions to sustain your competitive edge. Strategically plan, schedule, and execute all essential meetings using Salesforce. Capture “Actionable Intelligence” to help you stay ahead of the competition. Create detailed, dynamic org charts to understand your position with each stakeholder in every account and opportunity. Visually and dynamically represent your customer’s organization, highlighting the roles and perspectives of key individuals. Additionally, document and communicate the competitive landscape, including their strengths and weaknesses, through SWOT analysis to further inform your strategy. By leveraging these tools, you can ensure that your sales efforts are consistently aligned with your overarching business goals.

Through comprehensive and user-friendly account evaluations directly within Salesforce, this innovative tool provides a distinctive management perspective on performance metrics for all significant accounts, while empowering strategic account managers with an optimal environment to navigate the intricate process of long-term account growth. The exceptional features of ARPEDIO Account Management include: - Seamless integration with Salesforce - Insight into your key account health score with comparative analysis across accounts - Prompt identification of any deficiencies in account assessments, accompanied by clear, actionable recommendations - Flexibility to adapt to any specific terminology and methodology. Furthermore, this tool integrates with our broader Account-Based Selling Platform, which also encompasses resources for Relationship Mapping, White Space Analysis, and Opportunity Planning, thereby enhancing strategic engagement with clients.

Thriving in the current mortgage landscape necessitates an efficient and refined sales strategy. Velocify®, part of the ICE Mortgage Technology™ Platform, harnesses the power of sales automation to enhance your team’s organization and keep them centered on activities that generate greater revenue. By streamlining and implementing your tailored sales process in Salesforce, your sales executives, Salesforce administrators, and loan officers will be better equipped to expand the business and finalize more loans. With this integration, your Salesforce setup transforms into a robust tool for prospecting, closing deals, and generating insightful reports. Are you prepared to boost your lead conversion rates by an impressive 400%? Access mortgage leads from more than 1,400 integrated sources, automatically allocate new leads, reassign those that have yet to be addressed, prioritize sales communications, and design personalized sales workflows to ensure all leads receive prompt attention. By responding swiftly to urgent leads, you can adopt smarter selling techniques and ultimately close a greater number of loans, leading to increased profitability and growth opportunities for your business.

Collaborate seamlessly in real-time within Salesforce. Transform your sales and service approaches with best practice templates, integrated teamwork features, and immediate notifications. Working together has never been simpler, regardless of your location. Sales teams can effectively sell and finalize more transactions from any setting, while service teams are equipped to enhance customer support and swiftly address issues from wherever they are. Whether in an office, traveling, or seated at the dining table, you can easily share and engage in discussions about activities directly within Salesforce. Consolidate all your information, workflows, and discussions within Sales Cloud to avoid disorganization across emails, messaging platforms, and various documents. Create an environment in Salesforce where your teams can collaborate on strategies, review records, and evaluate reports. Each time you log into Salesforce, you’ll have immediate access to integrated documents and spreadsheets related to your data. Leverage templates to streamline essential business processes, such as account strategies and closure plans, ensuring your teams align effectively to meet customer needs. This collaborative approach not only enhances productivity but also fosters a stronger connection among team members, ultimately leading to improved outcomes.

A Salesforce AI app for B2B sales. It increases win rates, lowers sales costs, and improves Salesforce adoption. SalesChoice, the most comprehensive and easy-to-use AI insights platform for sales analytics, has won 17 industry leadership awards. It promises to end revenue uncertainty for B2B sales teams and inefficiency by providing AI insights that are simple and intuitive. - The easiest to use: These game-changing insights are right in your CRM. They are so easy to understand that they don't require any training. SalesChoice is the most comprehensive: Only SalesChoice provides all the essential views, next-step best actions, and other information that you need to guide your sales team through your entire revenue operation. "SalesChoice targets the best opportunities that are likely win & avoids deals that have low chances of closing." - 2020 sales mastery AI for sales solutions guide

With Account Plan Pro, your team can enhance the generation and execution of strategic account plans more efficiently. Integrated within your Salesforce setup, it provides insights into key account management, ongoing opportunities, and the sales pipeline. It is compatible with both Lightning and Classic User Interfaces. You can access it from any location with internet connectivity, whether in the office or while on the go. By ensuring that salespeople are clear on their goals for each sales call, it leads to increased satisfaction for customers, sales representatives, and sales managers alike. This clarity also contributes to greater success for both you and your sales team. Furthermore, our Pre Call Plan template builds upon SalesForce.com’s action planning, ensuring that your sales staff has well-defined objectives and expected outcomes before initiating a call or arranging a customer visit, ultimately driving better results.

Introducing the groundbreaking Salesforce native platform that offers immediate visibility into revenue, enabling you to finalize more transactions, expand your current client base, and enhance the precision of your forecasts. With Next Quarter, every potential growth opportunity is seized, ensuring that no profits are overlooked. Utilize artificial intelligence to discover fresh prospects among your current clientele. Our revenue intelligence engine harnesses both sales and conversational data to generate predictive insights, empowering you to surpass your targets and forecast with assurance. By integrating sales and operational information, you establish a unified source of truth for revenue intelligence, ultimately driving profitability through accurate real-time forecasting. This innovative approach not only maximizes efficiency but also positions your business for sustained success in a competitive market.

Enhance the effectiveness of the salesforce by offering actionable performance insights via mobile applications. Foster transparency and build trust within the salesforce through effective communication and structured governance processes. Streamline the compensation plan creation for analysts using a cutting-edge comp model builder. Boost the efficiency of sales commission administration through enhanced dispute resolution and payment management procedures. Elevate quota achievement among the salesforce with practical performance insights. Encourage transparency and trust by clearly communicating quotas and adjustments within the salesforce. Simplify the quota establishment process for analysts with an innovative quota model builder. Increase the effectiveness of the quota setting process by providing a range of quota analysis tools for analysts. Finally, improve salesforce execution by delivering comprehensive map-based visualizations of territory-level data.

Since 2006, Predictive has been assisting organizations in sending bulk emails through Salesforce. Our company is an official partner of Salesforce and boasts a 5-star rating on AppExchange. With our intuitive drag-and-drop editor, you can create stunning and responsive emails directly within Salesforce. Predictive Marketing is fully integrated into Salesforce and offers advanced segmentation capabilities that utilize any field from your contact or lead records. This functionality enables you to craft meaningful and personalized emails tailored to your audience. Consolidate all your audience’s data in one centralized location for a comprehensive overview. Furthermore, information regarding email campaigns and events is automatically recorded on each contact's profile, allowing you to track their activities and engagement with your organization seamlessly. Predictive Marketing leverages Amazon SES for email delivery from Salesforce, which upholds industry-leading deliverability rates by filtering out spam and harmful content. Additionally, we offer Litmus and A/B testing to guarantee that your email successfully lands in your audience's inbox. Moreover, our platform continuously evolves to meet the changing needs of marketers, ensuring your campaigns remain effective and relevant.

Boost your sales success and accelerate deal closures by tailoring your live demonstrations to suit the specific size of the company. Pepsales is an innovative AI-driven platform that aims to improve the effectiveness of sales teams within B2B SaaS organizations by automating the personalization of product demonstrations. By examining buyer requirements and challenges, the platform generates customized demos with the goal of increasing win rates by 50% and enhancing sales productivity twofold. Among its numerous features, Pepsales provides AI-generated insights into buyers, deep product intelligence, and the ability to conduct live demos, all of which empower sales teams to present tailored pitches that truly resonate with potential clients. Additionally, the platform seamlessly integrates with existing systems, offering a holistic view of buyer insights, pinpointing similar customers, and analyzing their product interactions. This strategic methodology enables sales teams to highlight success stories of analogous clients, forecast pertinent product features based on usage patterns and discovery discussions, and automate the process of creating demos with individualized content in an efficient manner. Overall, Pepsales transforms the sales demo experience, making it not only more relevant but also significantly more effective in driving conversions.

Klenty is a sales engagement platform which can help sales teams reach prospects by sending personalized emails at scale and automating follow-ups. Klenty allows you to automate repetitive tasks in your sales process such as follow-ups and cold emails. This allows you to focus on building relationships and closing deals. Klenty integrates natively with many popular CRM's such as Pipedrive, Salesforce and Zoho. This will allow your sales teams to automate their entire sales process and save you hours each week.

Sales acceleration tools are essential for enhancing your revenue growth and client retention by equipping you with the necessary resources to effectively manage accounts and streamline your processes. Delaying action can lead to the establishment of opposing factions among various stakeholders, making it crucial to act swiftly to improve your chances of successful closures. These tools enable better control over deals through sophisticated account planning and management of opportunities. You gain clarity on the subsequent steps to take, the individuals involved, and the essential activities required to move forward. To optimize sales, it's vital to ensure that your transactions are finalized as efficiently as possible. As a leader in sales, your primary objective is to boost revenue generation, which involves empowering your teams to develop more leads, enhance their success rates, and reduce the duration of sales cycles. When stakeholders begin to engage, collaborating with your teammates on strategic messaging and positioning becomes imperative to maintain momentum and capitalize on emerging opportunities. Ultimately, the effectiveness of your approach in navigating these dynamics can significantly influence your overall sales performance.

OKRify stands out as the premier Goal Management and Strategy Execution tool within Salesforce. It uniquely integrates OKR methodologies with KPIs, ensuring a focused and efficient approach to strategy execution. By leveraging OKRify, organizations can foster alignment, accountability, transparency, and collaboration among their teams. This user-friendly application is designed with simplicity in mind, built entirely on the Salesforce platform. Key features include the ability to set OKRs at the company, team, and individual levels, alongside an Objective/Team hierarchy, a heatmap for visual progress tracking, automatic updates through Salesforce data, real-time KPIs for various users and business units, as well as milestones and split-period targets. Additionally, OKRify serves as a central hub for managing, tracking, and updating both OKRs and KPIs, providing a clear view of alignment across the organization. With its comprehensive tools, OKRify empowers teams to stay aligned and engaged in their strategic goals.

Founded in Austin, Texas, Orca was built under the premise to create a simple solution to effectively manage a customer advocacy program within Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful sales application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.

Quip empowers sales teams to enhance their business performance instantly by reimagining traditional sales workflows through the integration of live Salesforce data and collaborative documents. It offers a seamless way for Salesforce users to redefine tasks such as Account Planning, Mutual Close Plans, and Qualification Notes, making it easier to standardize, automate, and integrate real-time documents directly within Salesforce records. By centralizing work and communication, Quip ensures that your team can efficiently accomplish tasks from a single platform. Furthermore, you can incorporate spreadsheets into your documents, providing essential context that aids your team in making informed, critical decisions. With built-in team chat features in every document and spreadsheet, along with dedicated chat rooms and individual messaging options, Quip enhances collaboration and streamlines your workflow effectively. This holistic approach allows teams to work smarter and more cohesively, ultimately driving better business outcomes.

Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.

While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer information—including emails, calendar events, and activity logs—into an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.

Ensure that your communication is always on point with a collection of marketing-approved templates and nurturing tracks designed for success. Discover trends that expedite the closing of deals and utilize interactive dashboards that empower representatives to oversee and evaluate their campaign performance. Effortlessly send personalized emails through your preferred email platform, while seamlessly logging all interactions in Pardot and Salesforce for comprehensive tracking. Gain insights into every interaction to enhance your selling strategies and view prospect engagement as it unfolds, allowing you to determine the optimal moments to connect. Conduct business from any location, whether you are at your desk or traveling, and make timely responses during key engagement moments. Additionally, you can easily add leads to nurturing campaigns right from your mobile device, ensuring that no opportunity slips through the cracks. This level of flexibility and responsiveness can significantly improve your sales outcomes.

Activation Studio offers a no-code, drag-and-drop solution that boosts workflow efficiency and campaign effectiveness within Salesforce Marketing Cloud. This tool integrates seamless Customer Data Platform (CDP) features into your SFMC environment, providing functionalities such as audience segmentation, tracking user intent on websites, and lead scoring. Users can easily access all their data through data designer and data extension integrations. The intuitive drag-and-drop interface simplifies workflow management, allowing for faster journey launches—up to 50% quicker. Additionally, users can incorporate scoring rules, web tracking, and various enhancements into their SFMC. As a no-code add-on for Salesforce Marketing Cloud, our solution empowers users to harness the full potential of the platform with ease. Notably, your data remains securely within the Marketing Cloud, and the installation process takes a mere 20 minutes, enabling organizations to quickly optimize their marketing strategies. With Activation Studio, transforming your marketing efforts has never been simpler or more efficient.

Equip your sales teams with the premier sales effectiveness platform, Membrain. This innovative platform provides essential tools designed to assist sales teams managing intricate B2B sales in implementing their strategies, fostering positive behaviors, and establishing a lasting competitive edge. Additionally, Membrain empowers sales leaders with a variety of resources that help them assess the performance of individual team members and provide effective coaching. With a reputation for excellence, Membrain is relied upon by clients across more than 60 nations, showcasing its global impact and effectiveness in enhancing sales performance.

SalesWings transforms the way revenue teams understand and engage with their buyers by turning behavioral data into actionable intelligence. Built for modern sales, marketing, and agentic teams, the platform identifies buyer intent, prioritizes leads, and enhances sales execution through real-time scoring, alerts, and AI insights. Integrated natively with Salesforce, Marketing Cloud, Braze, and Agentforce, SalesWings eliminates data silos and unites customer insights under one intelligent view. Its Lead and Account Scoring Engine leverages first-party intent signals and firmographic data to rank prospects and highlight opportunities most likely to convert. The AI Sales Copilot assists reps by surfacing buying triggers, recommending talk tracks, and automating follow-ups. For marketers, it provides deep campaign analytics, helping teams optimize content and timing to drive engagement. The platform also empowers digital agents and bots with human-like buyer understanding, enhancing automation accuracy. From lead generation to account expansion, SalesWings ensures every interaction is timely, relevant, and revenue-focused.

Achieve remarkable open and response rates with Mogli, enabling SMS, MMS, and WhatsApp™ interactions directly within Salesforce®. Bid farewell to disappointing open, engagement, and conversion figures. As a native Salesforce application for WhatsApp and SMS, Mogli offers user-friendly features backed by a dedicated customer success team based in the USA, earning the trust of clients globally. Everything you need is conveniently located in one platform, allowing for seamless text communication with any Salesforce Object, whether custom or standard. Experience boundless communication opportunities and gain the international outreach you desire with all of Mogli's native capabilities. Enhance operational efficiency by automating notifications, nurturing leads, and managing client relationships effectively. Gather valuable insights through meaningful data collection and design both linear and branching surveys to capture essential feedback from stakeholders at every stage of their lifecycle. Stay connected, even in your absence, with automated interactions designed for lead qualification and customer self-service, ensuring you never miss an opportunity to engage.

Sweep simplifies CRM, enabling you to operate more efficiently. With Sweep, you can visualize, create, and oversee your CRM workflows, regulations, and automated tasks, while the platform builds a streamlined Salesforce backend for you. This is the ideal workspace to craft your optimal CRM funnel. Using a single interface, you can create, collaborate, and implement directly into Salesforce. The drag-and-drop feature allows you to observe the interactions between your CRM steps as you develop them. It offers an intuitive framework for viewing and managing various configurations. You gain a comprehensive perspective from a unified viewport to assess your entire CRM system. You can take direct actions to identify optimizations and address any bottlenecks proactively. Say farewell to tedious tasks as you automate any portion of your workflow. This Salesforce Lightning component is specifically designed to support your sales teams effectively. By simplifying Salesforce, inline guidance ensures that your sales teams can navigate the platform with ease. You can rapidly and securely deploy your funnels from sandbox environments to production. Additionally, Sweep provides all the necessary tools to support native reporting in Salesforce right from the start, ensuring seamless functionality. Ultimately, it empowers you to enhance your CRM strategy and elevate your sales performance.

Minimize lost opportunities by engaging in the right tasks with the appropriate individuals. Leveraging automated tools, from interpreting buyer signals to establishing effective sales cadences, can significantly boost your deal closures. To enhance your email experience, consider acquiring the essential features for Gmail or Outlook. Cirrus Insight offers a comprehensive solution that seamlessly integrates with Salesforce, bringing all necessary information directly to your inbox. By incorporating a bit of automation into your sales workflow, you can bypass the tedious task of manually documenting activities in Salesforce. The repetitive nature of data entry, copying, pasting, and navigating between various applications can be a significant drain on your efficiency. By optimizing your time, you can focus on high-value activities rather than being bogged down by administrative tasks. Managing your CRM shouldn't feel like a burden slowing you down; with Cirrus Insight, you can gain the flexibility and time needed to refine your sales strategy and connect with a greater number of potential customers. Updating your Salesforce activities can consume a lot of your time, especially when trying to follow up with leads that may not be immediately interested in making a purchase, thus highlighting the need for a more efficient approach.

Paradiso LMS, a robust learning management platform embedded within Salesforce platform, is Paradiso LMS. Paradiso LMS is innovative, flexible, and fully customizable. It allows organizations to seamlessly use mobile, social, and video technologies to manage elearning. Paradiso LMS allows you to take your training program up a notch with embedded Salesforce training for customer, partner, employee, and sales training.

Elvance offers advanced tools for managing opportunities and provides profound insights that enhance forecasting accuracy, return on investment, and teamwork. Fully integrated with Salesforce, Elvance utilizes AI-driven scorecards to identify key elements that boost win rates, speed up revenue generation, and elevate the customer experience during the sales process. To fully harness your potential, it's essential to align your sales efforts more closely with your clients. As a tool that is entirely native to Salesforce, Elvance allows for a more profound understanding of your current data and fosters better collaborative efforts. Engaging with customers outside of your Ideal Customer Profile can incur unnecessary costs. Concentrate your team's focus on the opportunities that truly make an impact. Recognizing value is the first step towards achieving it. Enhance the initial phases of your customers' journeys by monitoring their objectives. Create tailored templates to gather critical data points that affect your opportunities. Additionally, observe patterns throughout the sales process and utilize AI to gain more in-depth insights into your opportunities. By doing so, you can make more informed decisions that lead to greater success.

Sales Skills Audit has a global presence, offering a comprehensive range of top-tier sales skills evaluation tools designed to enhance sales effectiveness. Our assessment is uniquely endorsed by the International Sales Management (ISM) education, the leading authority in global sales qualifications, and is the sole assessment rooted in peer-reviewed UK Government National Occupational Standards for Sales, ensuring their efficacy and authenticity. This validation underscores the effectiveness of our tools in real-world applications. The SSA sales assessment modules empower managers and employers to efficiently and accurately assess crucial selling abilities in less than 30 minutes, enabling effective sales performance management. There are 19 different e-learning modules available from Sales Skills Audit, each aligned with the sub-competencies highlighted in the individual assessment reports. This alignment allows organizations to concentrate their sales training efforts on specific areas that are most likely to enhance overall performance and drive better results. By utilizing these tailored training opportunities, businesses can foster continuous improvement and elevate their sales teams to new heights.

Saleswise effortlessly consolidates your team's communications, meetings, documents, and CRM updates directly into your inbox, making interpretation a breeze and allowing for immediate action. In today's intricate B2B sales landscape, numerous touchpoints exist across the organization, yet these interactions are often inadequately documented and remain trapped in separate inboxes and calendars. By aggregating these many-to-many relationships, SalesWise offers a comprehensive 360-degree view of customer interactions, fostering enhanced collaboration among teams. The platform seamlessly integrates with Salesforce and various email systems, facilitating smooth transitions for customer management. Regardless of changes within your team or client base, all pertinent data remains readily accessible for those who require it most. By providing essential relationship data to the wider enterprise, SalesWise ensures your team stays efficient and focused on their goals. Say goodbye to the clutter of email CCs, forwards, and time-consuming internal updates on deal statuses, all while aligning the organization without incurring additional per-seat fees. This innovative solution transforms how teams interact and manage their sales processes, paving the way for greater productivity and success.

Ortoo offers robust workforce automation applications that are fully integrated with Salesforce, revolutionizing Sales and Service teams globally into high-performing units. By using these applications, businesses can enhance throughput, boost conversion rates, increase sales revenue, and improve customer satisfaction while simultaneously reducing operational costs. Experience the benefits firsthand by trying them for free. Ortoo empowers rapidly expanding Salesforce organizations to cultivate exemplary teams; its efficient automation tools streamline the creation, updating, and distribution of work items like leads and cases, resulting in unprecedented productivity and effectiveness. Effortlessly generate and modify leads or opportunities directly from incoming emails, and manage email communications seamlessly within Salesforce. This enhanced Email to Case functionality allows for automatic case creation and updates, and also supports the creation of custom cases or support requests through tailored objects, further amplifying operational efficiency.

Spotlight.ai serves as a cutting-edge, autonomous platform for executing deals, effectively converting sales pipelines into self-managing revenue systems by capturing, evaluating, and moving forward with each opportunity without the necessity for human oversight. This innovative tool listens to and extracts organized information from various communication channels including calls on platforms like Zoom and Teams, emails, and entries from CRM systems; it also verifies the status of deals and assesses associated risks while performing a comprehensive MEDDICC qualification to pinpoint key stakeholders such as champions and economic buyers. The AI-driven agents within the platform create data-supported business cases, presentation decks, and actionable next steps, seamlessly integrating precise, metrics-based updates into Salesforce while conducting effortless deal reviews that feature predictive analytics and key performance indicators. By consistently mapping the interconnections between pipeline actions, deal information, and team contributions, Spotlight.ai ensures optimal data integrity, automates the progression of opportunities through various stages, and identifies significant gaps that sales representatives need to address, ultimately enhancing overall efficiency and effectiveness in the sales process. This level of automation not only streamlines workflows but also empowers teams to focus on strategic decision-making and relationship-building, driving greater success in closing deals.

Use NotesAlly to update Salesforce and log sales calls. You can also create follow-up tasks with one click. Connect NotesAlly to Salesforce to make your sales team more efficient. Focus on selling and engaging with prospects. Automate Salesforce actions to increase productivity. AVIAN is your sales ally. AVIAN allows you to associate reference points and battle cards with specific keywords, and store them with AVIAN. Automate your Salesforce. Use Notes to update multiple fields at once. Salesforce allows you to update Salesforce opportunities without having to open Salesforce. You can make 1-click edits to your personal dashboard. NotesAlly's consolidated opportunity view allows you to update the stage of an opportunity and set a closing date. The Sales Enablement App saves you up to 8 hours per week by automating Salesforce actions. We aim to reduce the time it takes to update and record information in sales CRMs to just a few seconds.

DynoPat is an online platform dedicated to Salesforce education, empowering individuals to launch their careers within the Salesforce ecosystem, regardless of whether they are newcomers, seasoned professionals, or individuals reentering the workforce. The company provides comprehensive training in Salesforce Administration and Development, catering to a diverse range of students with different experiences and backgrounds. Through its courses, DynoPat aims to equip learners with the necessary skills to thrive in the growing field of Salesforce.

Personal scorecards, live TV broadcasts and data-driven coaching can help you drive the behavior that leads to sales and customer retention. Encourage healthy competition among your team. You can motivate your sales team with sales contests that reward performance. Your team will be more productive and energized, which will lead to lasting results. With performance scorecards, you can get your team to focus on the behaviors that will drive revenue, customer experience and business results. As they update Salesforce, you can see immediately if your team is falling behind with real-time KPI tracking. LevelEleven empowers leaders, reps, and managers to quickly correct errors so that your team can reach its goals. You can improve the performance of your sales team by providing consistent feedback in one easy-to use system. You can unlock the potential of your sales team by enhancing your sales coaching with customizable templates.

Boost your profits and reduce expenses with Pimly’s comprehensive Salesforce PIM solution. Discover how Pimly can enhance the efficiency of product information management for your organization. Pimly is revolutionizing the management of product information. For the first time, you can consolidate all your product data within Salesforce, allowing for effortless administration and use of product information and digital assets across various Salesforce clouds. Integrate all production details into Salesforce, no matter their current location, to facilitate streamlined data exchange and create a unified system that everyone can rely on. Link product data directly to business processes. This innovation alleviates the tedious task for business personnel, such as those in sales, marketing, and service, from spending excessive time searching for essential product details. Empower your sales and service teams with the most accurate, up-to-date, and comprehensive product data, including sell sheets and digital catalogs, all accessible within the familiar Salesforce environment. By doing so, you not only enhance their efficiency but also significantly strengthen your business opportunities.

Salesforce Marketing Cloud Account Engagement, previously known as Pardot, stands out as the preferred solution for enhancing B2B marketing automation, eliminating the necessity for intricate IT or development support. This platform is tailored to empower users in generating high-quality leads and ensuring a steady flow of opportunities, ultimately enhancing profitability. Its comprehensive interface is packed with features such as Analytics, ROI Tracking, Campaign Segmentation, Channel Management, Drip Campaigns, Landing Pages, Web Forms, Lead Management, Nurturing and Scoring, Multivariate Testing, Search and Social Marketing, as well as Website Visitor Tracking. By employing this tool, businesses can forge enduring relationships with customers through scalable and personalized outreach while fostering alignment with sales and customer service teams. Users can create dynamic, customized emails and landing pages with mere clicks instead of coding, streamlining the process significantly. Additionally, sales representatives gain complete transparency into prospect engagement, facilitating an effortless transfer of leads to maximize conversion rates.

CloseBot empowers agencies and businesses to scale their lead generation and booking efforts with AI agents that simulate natural human interactions. Users can create bots that qualify leads, set appointments, and engage in multi-step conversations—all without writing code. Built-in features like mood detection, typo simulation, and message sequencing make bots feel more human. With seamless integrations into popular CRMs and marketing platforms, plus an affordable pricing model, CloseBot helps teams automate their front-end sales processes and reduce customer acquisition costs.

Proof MRM on Salesforce™ features an easy-to-navigate hierarchical system that establishes parent/child connections among marketing plans, journeys, and related activities, accommodating as many as five levels in this hierarchy. Additionally, it facilitates seamless and immediate collaboration directly within the Salesforce platform by integrating with Quip, enhancing teamwork efficiency. Its native construction on the Salesforce Lightning platform enables users to utilize standard Salesforce capabilities, such as task management, to streamline workflows effectively. Moreover, users can take advantage of Salesforce's robust reporting tools and Kanban view to analyze any data field—including custom ones—while also gaining a clear visual representation of campaign progress through the standard Kanban interface. This functionality empowers marketing teams to adapt quickly and make informed decisions based on real-time insights.

Sellers today face the challenge of navigating numerous decisions while determining the optimal allocation of their resources. Concurrently, sales managers find it difficult to assess and enhance overall sales performance, primarily due to the lack of actionable insights in current CRM data. Scout by Miller Heiman Group effectively addresses these challenges in sales. By merging the principles from our renowned sales training programs—Strategic Selling®, Conceptual Selling®, and Large Account Management ProcessSM (LAMP®)—with advanced, analytics-driven sales technology, Scout significantly boosts the chances of closing deals and facilitates the seamless integration of Miller Heiman Group’s essential methodologies into the selling process. This approach not only enhances the adoption of vital sales techniques but also leads to improved team performance. Furthermore, it utilizes a mobile-first design to ensure easy access at any time and place, allowing for more effective coaching of sellers in a scalable and personalized manner. Embracing this innovative solution can ultimately transform the sales landscape for teams striving for success.

Booker25 offers a Salesforce-native booking solution customized to meet your specific needs for handling all types of reservations. It serves as an expansive booking system suitable for any industry or business, regardless of size. Whether you're organizing educational courses, gym sessions, car rentals, or salon visits, Booker25 developers harness Salesforce's capabilities to accommodate any booking necessity. The system integrates effortlessly with any Salesforce object, enabling personalized booking experiences while simplifying the processes of scheduling, management, and payment. You can oversee bookings of various complexities in a single, user-friendly interface within your Salesforce CRM, which promotes business growth through efficient scheduling with a client-facing booking tool. The appointment scheduling feature is streamlined and intuitive, featuring drag-and-drop functionality that synchronizes across different calendars. As a Salesforce-integrated solution, agents can manage bookings without toggling between multiple screens, allowing them to maximize their time and increase their appointment scheduling capacity. This unique approach not only enhances organizational efficiency but also improves overall customer satisfaction.

Cloudingo simplifies the management of customer data through processes like deduplication, importing, and migration. While Salesforce excels at customer management, it often falls short in ensuring data quality. Issues such as nonsensical customer information, duplicate entries, and inaccurate reports might resonate with you. Relying on merging duplicates individually, using built-in solutions, custom coding, or spreadsheets can only achieve so much. There’s no need to constantly worry about the integrity of your customer data or to invest excessive time in cleaning and organizing Salesforce. You've already faced enough challenges that jeopardize your relationships, result in missed opportunities, and contribute to disorganization. It’s crucial to address these issues. Picture a single solution that transforms your messy, confusing, and unreliable Salesforce data into a streamlined, effective tool for nurturing leads and driving sales. This could revolutionize how you interact with your customers and optimize your business operations.