Best Sales Force Automation Software for Mid Size Business - Page 6

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses. Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items.

Anaplan is a next-generation planning and decision-making platform that uses AI to unify strategic, financial, and operational processes across an organization. By breaking down departmental silos, it enables businesses to collaborate in real time, share insights, and make agile adjustments to their plans. The platform offers industry-specific solutions for finance, supply chain, sales, HR, and more, helping organizations adapt to market changes with speed and precision. Its AI suite — including predictive, generative, and agentic AI — supports complex planning scenarios, identifies opportunities, and accelerates decision cycles. With enterprise-grade data orchestration, robust modeling capabilities, and advanced security, Anaplan is built to scale with growing business needs. Recognized as a leader by Gartner and IDC, the platform has earned the trust of over 2,500 global brands. Customers benefit from the ability to model diverse scenarios, forecast outcomes, and optimize performance across the board. The result is a connected, intelligent planning ecosystem that drives measurable business value.

ProSTART Custom ProSTART's pre-built modules deliver more features in less time and at a lower cost. ProSTART is 2-3 times faster than Salesforce, Oracle, or similar "build-from scratch" database management systems. ProSTART offers a complete set pre-developed database modules to speed up the development and deployment process. Each module can be customized to suit your business.

Simple Sales Tracking, a web-based CRM software that tracks, analyzes and forecasts individual and team sales pipelines and contacts, is web-based. Simple Sales Tracking was developed out of a need in our sales team. We tried many crm sales tools back in 2005, but each one proved too complicated, difficult to learn or expensive. All your important files should be kept together so that they are easily accessible to your entire team. You can also link the files to your Sales and Contacts so that you can quickly retrieve them. Keep track of all your to-dos. Fully featured task management system, which is also integrated into the Contact and Lead Management features. Any important email message you send to your personal email address will be automatically stored in the system. A link will also be created between two email addresses that are identified as matching any of your Sales or Contacts emails.

A framework for overseeing a business's relationships with both existing and prospective clients. Customer Relationship Management (CRM) utilizes technology to streamline, systematize, and coordinate efforts in sales, marketing, customer service, and technical assistance. Sales Force Automation (SFA) features a contact management system that monitors all interactions and follow-up tasks with clients. This is particularly useful for professionals such as designers, architects, real estate developers, contractors, agents, and brokerage firms. Additionally, a wide array of other entities, including nonprofits, online businesses, and tech firms, benefit from this system. Furthermore, service providers in various sectors, such as accountants, lawyers, and consultants, also leverage CRM to enhance their client interactions. This comprehensive approach helps organizations maintain strong relationships and improve overall efficiency.

Bridge from Mindmatrix is an advanced platform combining PRM and partner marketing functionalities, tailored to engage and enable channel partners effectively. The platform allows businesses to streamline everything from partner recruitment and training to incentive management and co-branded asset creation. It provides a collaborative environment for vendors and partners to align marketing efforts, drive sales, and ensure performance visibility through comprehensive reporting. Mindmatrix’s Bridge platform uniquely integrates sales, marketing, and service experiences, optimizing the entire partner ecosystem with automated support, ROI measurement, and global concierge services.

Koncert is a B2B Sales Engagement platform with over 12 years focusing on B2B sales dialer technology innovation. Koncert’s power dialer platforms leverage AI to enable more conversations and pipeline. The sales activity of manually dialing each prospect is now super charged through automation to connect you with live prospects and scale up to 10 times your conversations with your prospects. Koncert sales dialers will enable more meetings, build pipelines and insights for coaching and training your sales team. Koncert provides four dialer options aligned to different sales workflows: Multi-line AI Parallel Dialer, Single-line AI Flow Dialer, Agent-Assisted Dialer, and a Click-to-Call Dialer seamlessly integrating into leading CRMs. Koncert dialers help sales teams skyrocket conversations for more pipeline while optimizing productivity. Koncert ‘s AI auto dialer and cadence platform are the B2B sales tools you need to power up more conversations and pipeline.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Begin by importing the contacts you've accumulated so far, allowing our platform to securely manage and store your data moving forward. You can seamlessly consolidate duplicate contacts and organize them according to your business needs. Additionally, save your filtering preferences to avoid repeating the process in the future. Bring your leads to life by linking them with various activities, including meetings, calls, and emails. Deloz ensures that your interactions generate optimal outcomes. Enhance your sales strategy by having all essential information readily available during phone calls and email correspondence. With our 2-way synchronization, you'll have access to all significant emails. On average, a sale requires seven interactions; our solution guarantees that you won't overlook any of them, streamlining your efforts for maximum efficiency. By leveraging these tools, you can significantly improve your sales performance and foster stronger relationships with your clients.

Spiro is a next-gen CRM solution tailored for manufacturers and distributors, helping them drive sales and enhance customer engagement with AI-powered tools. The platform offers a single view of the customer, enabling businesses to track interactions, identify sales gaps, and automate outreach. With features like AI-drafted emails, order tracking, and customer health assessments, Spiro empowers teams to take proactive action, boost productivity, and streamline communication. It also integrates seamlessly with other tools, ensuring a unified approach to managing customer relationships.

Chili Piper Meetings is an automated scheduling tool that helps revenue teams convert more leads to qualified meetings faster. After submitting a form on the website, our intelligent Concierge product makes it easy for prospects to book a meeting and/or start a call. Chili Piper uses smart rules, rather than the traditional inbound lead management method, to automatically qualify and distribute leads to the right reps. Our software allows companies to automate lead handoffs from SDR to AE and book meetings via marketing campaigns or live events. Forrester, Square, DiscoverOrg and Spotify use Chili Piper to create amazing experiences for their leads and, in turn, double the number of leads that they convert into meetings.

SalesScreen is the leading all sales gamification solution. Our platform helps managers engage their sales teams and reps with real-time performance data, dozens of fun competitions, personal milestone celebrations, a reward shop offering real prizes, and streamlined sales coaching that get your team to goal.

Exceed.ai helps marketers increase their SQL conversion rates by working alongside their team. Our AI-assistant engages with every lead, attends every inquiry, qualifies every lead at scale, in real time with a personalized human-like two-way conversation over Email, Website Chat and SMS. The AI assistant automatically rings in sales when qualified leads are ready for a conversation with a human and book a meeting on your rep's calendar. Exceed integrates seamlessly with your CRM. It automatically updates your marketing automation platform to reflect the most recent lead status. This includes leads who are qualified, change jobs or leave the company. Exceed.ai is helping companies like Monday.com, SugarCRM and LTSE to exceed their goals.

You possess the human skills, while we hold the data, and together we can help your sales team acquire new clients. To facilitate this process, we have created an easy-to-use browser-based platform that allows you to effortlessly search for companies and key contacts. The benefits of this solution are immediate, enabling you to transition smoothly into personal outreach. Don’t hesitate; by utilizing this tool, you enhance not only the quality of your customer interactions but also the satisfaction of those you engage with. You can enrich your current database, eliminate obsolete entries, or leverage the most current information within your existing systems. Our platform offers a dynamic and adaptable search function, allowing you to execute customized queries that fit your business needs. Managing a large number of existing clients, potential leads, and partners on a daily basis can be overwhelming, but with our solution, you can navigate through vast amounts of data with ease, ensuring you never miss a crucial opportunity. With this approach, you can streamline your sales process and focus on building meaningful relationships.

Our software increases deliverability and automates follow ups, so you get more responses with less effort. You can create contacts manually, use the contact forms, or import bulk prospects via CSV or Google Drive spreadsheets. Maximize your workflow and automatically import your Google Drive spreadsheet when it is modified. Personalization makes every email stand out and increases open and reply rates. Your own attributes/merge tags. Variations can be added using A/B Testing and dynamic texts to increase deliverability and improve your response rate. You can find new leads every day by waking up and building a predictable pipeline. We reach out to prospects who have already replied via the campaign and then take those contacts into consideration. Spam filters are becoming more sophisticated every year. Our advanced auto-warmer technology monitors and maintains your inbox health so that your emails have a better chance of reaching your recipient.

Fullcast empowers Go-to-Market teams to deliver superior outcomes through proprietary solutions powered by AI. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. Go-to-market teams struggle to align and execute on their plans. We make it easy. Working with go-to-market data can be incredibly difficult. Fullcast opens a world of opportunity for marketing, sales, strategy, operations and customer success teams by creating a foundation of accurate data and real-time insights. With our unique expertise in go-to-market planning and execution, we help B2B companies everywhere realize their full potential.

Maximize the performance of your sales team effortlessly with Twib, where tasks can be accomplished with a single click. To learn more about boosting your revenue, check out the video. You can effectively monitor time spent at various locations and track employee whereabouts using GPS features, including check-ins accompanied by images. Gain complete visibility and management over sales expenses, while efficiently recording representatives' journeys and the distances they cover. Employees can simply enable location services within the app, allowing their movements to be logged automatically. Twib, a GPS sales tracking application, helps the organization calculate the total kilometers driven by each employee, in addition to mapping their routes and marking starting and ending points. Remember, both internet access and device location must be enabled for optimal functionality. This GPS-enabled app will not only display all routes taken by employees but also enhance operational efficiency across the board. With these insights, companies can make informed decisions to streamline their sales processes.

Utilizing a comprehensive integrated application allows you to oversee numerous aspects such as contacts, companies, projects, opportunities, activities, documents, resources, mailings, landing pages, online registrations, surveys, and procurement, among others. By consolidating information and files with selective access rights for each user, your team can significantly boost productivity, while specialized applications facilitate specific tasks, such as conducting mass mailings, and enable seamless project coordination with both internal and external stakeholders. Furthermore, your organization can preserve valuable knowledge and experience by documenting essential business processes in templates, which can be continuously refined and updated through iterative use. The flexibility of our system means that all your business data can be tailored to fit your unique data model—whether in terms of the number, type, or names of fields—without needing any programming, as customization is achieved through user-friendly form creation. This adaptability ensures that your business can respond promptly to changing needs and maintain efficient operations.

Efficiently purchase and oversee cross-media campaigns utilizing a media buying platform specifically designed for advertisers and agencies. Enhance both direct and programmatic revenue streams through a fully integrated advertising sales solution tailored for publishers and agencies alike. Stakeholders can seamlessly plan, implement, and control campaigns via a personalized self-serve advertising portal. This solution caters to both direct and programmatic advertising, incorporating connections to prominent ad servers, ad exchanges, SSPs, and DSPs. It also offers comprehensive features for managing print advertisements, including a detailed real-time booking calendar for streamlined campaign oversight. All essential out-of-home advertising functions are encompassed, ensuring effective inventory and price management. ADvendio operates on the Force.com® platform, benefiting from the reliability and scalability associated with a reputable name in cloud technology. This robust platform allows us to meet diverse business requirements through powerful APIs and mobile-friendly tools, making campaign management more efficient than ever before. Furthermore, the user-friendly interface ensures that even those with limited technical expertise can easily navigate and leverage its capabilities.

Experience the premier commerce platform tailored for manufacturers and wholesalers in the Consumer Goods sector. It encompasses all aspects of your field sales and distribution efforts. Mobisoft propels your organization into the digital era by refining workflows, enabling tasks to be completed more swiftly, profitably, and transparently. With Mobisoft, your sales and distribution personnel have immediate access to essential tools, allowing them to operate more efficiently and enhance customer satisfaction. The platform is designed for seamless integration with top-tier ERP, BI, and CRM systems, ensuring that your field data is effortlessly connected. Respond to customer inquiries with confidence using comprehensive product pages that include details such as selling units, stock availability, last order dates, pricing history, high-quality images and videos, as well as crucial information like ingredients and usage instructions, all of which contribute to driving sales effectively. Furthermore, this innovative solution empowers teams to focus on building stronger relationships with clients, ultimately boosting brand loyalty and revenue growth.

With a multi-channel sales outreach platform, you can book more meetings. Outplay is the new-age platform for sales engagement and the only tool your team will ever need in order to achieve their sales goals. Your buyers are more informed than ever, and they are active on multiple platforms. Don't forget to send emails to your sales team. Outplay's multichannel approach allows your sales team to follow and reach buyers wherever they are, whether it is email, phone or text/SMS, LinkedIn, Twitter, or LinkedIn. A powerful dialer to boost your sales process and convert target accounts into happy customers. Your sales teams can make and receive calls right from their browsers, no matter where they are. If you're reaching out directly to pre-qualified prospects, don’t let Intercom/Drift surprise them by asking re-qualifying questions whenever they visit your website. Instead, impress them with your willingness to engage in conversation and the ability to book meetings quickly.

Round Robin Distributor is a fully customizable software that automates lead and case routing using complex round-robin algorithms and criteria-based assignment bulk inbound data. It can be set up in Salesforce CRM and requires no additional setup. It offers a variety of functions, including SFDC record assignment matching rules based upon reps' skills, account being handled, operating territory, Hubspot score, lead source, Hubspot score, Hubspot score, etc. It allows you to prioritize hot leads and high-priority cases, which is crucial for maintaining your sales funnel and responding time. Round Robin teams can also be created based on business logic. Rules that include sales reps can be used to assign them. The product can also maintain an agent schedule, which can be used to disable assignment in case of unavailability.

Upscale is a Sales Engagement platform that increases B2B sales and revenue. Through multi-channel outreach, we increase sales efficiency and book more meetings. We also close more deals at scale and speed. Upscale provides data-driven insights from marketing and sales data to sales leaders, enabling them to make revenue operations more efficient, predictable and connected.

Discover the most secure and highly efficient LinkedIn Automation platform designed to quickly generate high-quality leads. Tailored for agencies, sales teams, and emerging startups, you can transform your LinkedIn profile into a powerful sales tool that converts leads effectively; our intuitive and sophisticated features allow you to automate processes and finalize deals more swiftly! As a forward-looking Sales Engagement platform with over five years of experience, we've assisted users in scaling and increasing their revenues by offering a cost-effective method for lead generation. Our service supports more than 6,000 B2B companies and over 300 agency partners in acquiring upwards of 500,000 new leads and opportunities! Effortlessly expand your network and connect with key individuals while simultaneously running multiple connection campaigns. Additionally, you can create unlimited follow-up message sequences to enhance your conversion rates significantly, thanks to our advanced reply-detection feature that ensures no opportunity is missed. With us, you can streamline your outreach efforts and maximize your sales potential like never before!