Best Revenue Operations Software for Mid Size Business - Page 2

Momentum is a sales automation platform that RevOps can use to drive repeatable, consistent actions. Connect Salesforce, Slack, and other sales tools to automate playbooks and close more deals. You can capture key deal information in Slack channels that update Salesforce in real-time, and also bring in details from Outreach, Gong, and more. You can easily update any Salesforce object and upload relevant files such as Purchase Orders or NDAs from your Slack Deal Room. All internal deal communication and updates should be centralized and easily accessible in one Slack Deal Room. This will allow for clear deal history and audits across the organization. Automated sales motions can be created and executed to save time, reduce human error and minimize training effort for your reps.

Pipebooster tracks the job changes of your contacts, creates updated information, including new contact details, and alerts your SDRs to a new lead. Reach out to current customers when they begin a new position. Avoid losing business if your contacts leave their companies. Keep your CRM data and marketing data current and relevant. When your customers change jobs, you can receive new leads in Pipedrive or Hubspot along with their updated contact information. If a prospect has been through a full sales cycle with your company, they will already be familiar with the value proposition. If they failed to reach the finish line, it could be due budget, bandwidth or other factors beyond their control. When your customers change jobs, you can receive new leads in CRM along with their updated contact information. Pipebooster can be used to automate the contact of new potential customers.

Welcome to your soon-to-be favorite inbound platform. Seamlessly link your website, craft your workflows, and expedite your sales pipeline. This robust, user-friendly inbound lead platform boasts features such as forms, scheduling, qualification, routing, and comprehensive reporting. Experience top-tier scheduling that efficiently organizes meetings, directs leads, and synchronizes your CRM in mere moments. Effortlessly route, update, or combine leads from your website to your CRM, with complete transparency regarding lead destinations and their reasons. Enjoy sophisticated, conversion-focused forms that automatically enrich leads once completed, integrating effortlessly into your website. Enhance, scale, and refine your go-to-market workflows using a single, cohesive platform. Establish a reliable inbound go-to-market strategy with improved lead qualification and segmentation capabilities. Additionally, optimize your team’s management of inbound leads through customized workflows designed for your primary ideal customer profiles (ICPs). With these tools, you'll transform your approach to lead generation and management.

Eliminate the disorder in sales and enhance success rates by establishing structured sales processes that integrate chat, meeting, and email applications. With Luru's timely pipeline health notifications and effortless one-click updates directly from communication tools, sales representatives can keep the CRM current without dedicating excessive time. Luru’s real-time alerts and comprehensive reports empower your teams to remain informed and agile. Additionally, Luru's deal rooms facilitate seamless collaboration among sales, marketing, product, and other cross-functional teams, effectively bridging gaps in information and revenue. Transform any conceptual process into a fully automated system that takes care of the hard work for you. Effortlessly respond to alerts and update your CRM without interrupting your workflow, all within your team’s preferred chat application, ensuring a streamlined approach to sales management. This way, your team can focus on closing deals while technology handles the tedious tasks.

Una Software serves as a sophisticated platform for revenue intelligence and planning, aiming to consolidate data, enhance customer journeys, and optimize revenue operations (RevOps) through its suite of AI-driven tools. This platform is tailored to support go-to-market (GTM) teams by offering a centralized data management and analysis resource, utilizing features such as connectors for seamless data integration, benchmarker for performance and funnel comparisons, and Forecaster for predictive modeling of revenue. By employing journey diagnostics, Una makes the customer lifecycle visible, empowering teams to collaboratively identify, address, and resolve challenges that arise. Furthermore, it coordinates schedules across various departments and tracks actions effectively while providing valuable insights into customer health, including metrics like customer lifetime value and customer acquisition cost. Una's design ensures that essential insights are transformed into actionable tasks, fostering alignment among teams for ongoing enhancement and informed strategic choices, thereby driving greater organizational success. Ultimately, the platform embodies a commitment to continuous improvement and data-driven decision-making.

Tapistro is re-imagining GTM Orchestration in the AI era. Tapistro's AI-powered platform transforms how businesses collect, analyze, and leverage customer data: Intelligent Data Unification Our AI agents integrate signals from multiple sources, applying advanced intelligence to create comprehensive customer profiles. This enables personalized outreach campaigns at scale. Advanced Research Capabilities Deploy AI agents to extract insights about target accounts and individuals using publicly available data, accelerating market research and prospecting. Strategic Account Management - Connect diverse data sources - Create unified views across intent and engagement channels - Dynamically track account landscapes CRM Enhancement Automatically refresh your CRM with real-time data on existing and potential accounts, keeping information current and actionable. Centralized Prospect Intelligence Build a Prospect Data Platform with 360-degree profiles for all accounts and contacts. Centralize and optimize your total addressable market (TAM) with unprecedented precision. Tapistro: Transforming market intelligence through AI-driven insights.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Actively AI is a software organization located in the United States that was started in 2021 and provides software named Actively AI. Actively AI includes training through documentation, live online, and videos. Actively AI has a free trial. Actively AI provides online support. Actively AI is a type of AI sales assistants software. Actively AI is offered as SaaS software. Some alternatives to Actively AI are People.ai, HubSpot CRM, and Revenue Grid.

Reliable sales growth can be achieved through revenue intelligence. Utilizing Ebsta’s Revenue Intelligence Platform, sales teams gain essential insights that enhance forecasting accuracy, identify at-risk pipelines, strengthen relationships, boost sales performance, and streamline CRM tasks. Our user-friendly system empowers you to make sales decisions with greater simplicity, speed, and effectiveness. By collecting real-time data on pipeline trends, sales engagements, and past performance, Ebsta enables sales leaders to confidently forecast and optimize their pipelines more efficiently. This comprehensive approach ultimately allows teams to adapt quickly to changes in the market and drive sustained growth.

Aviso boasts over six years of expertise in predictive AI modeling, demonstrating its capabilities with Fortune 500 companies and rapidly growing businesses. With a remarkable accuracy rate surpassing 98%, Aviso’s predictive forecasting offers adaptability for both new and renewal business models, along with extensive customization for enterprises. The platform’s integrated forecasting merges the strengths of human insight and advanced AI algorithms, providing the most refined global roll-up forecasting available, enabling sales representatives, managers, and sales VPs to concentrate on future opportunities and facilitate prompt team actions. Furthermore, Aviso uniquely features the ability to forecast run-rate business, offering clarity into all deals, whether they are included or excluded from forecasts, through its Deal Level Forecasting. This tool allows users to review the judgment trail applied at various managerial levels, including roles, deal amounts, and CRM fields, while also promptly identifying and resolving any discrepancies or disagreements among sales team members regarding the status of deals in relation to forecasts. With its comprehensive features, Aviso empowers sales teams to make informed decisions and enhance their overall effectiveness in driving revenue.

Transforming your clients into a powerful engine for growth is entirely achievable. The Gainsight Customer Cloud consolidates all necessary technologies to facilitate seamless product adoption and help your customers reach their goals with your business. By carefully orchestrating the customer journey across all departments, you can cultivate long-term relationships and consistently deliver impressive results. Integrate comprehensive SaaS product analytics with tailored in-app interactions to provide users with outstanding experiences. Gather valuable feedback, engage with respondents to close the feedback loop, and unearth insights that drive a remarkable customer experience. This open platform serves as a centralized hub for customer data systems, equipping every team member with actionable insights to enhance decision-making in favor of customer satisfaction. Moreover, it enables revenue growth through detailed whitespace analysis, strategic upsell and cross-sell playbooks, and efficient renewal processes to maximize profitability. In doing so, businesses can foster stronger connections and ensure long-term success in a competitive marketplace.

Empowering Life Sciences organizations of any size to accelerate revenue growth and be more productive in the process, by offering an AI-based Tender Management system, specialized for the Life Sciences. Cube RM is focused on helping businesses maximize tender market coverage, identify opportunities, understand each market’s competitive environment to increase win rate and efficiently manage their tender preparation processes. Our platforms use AI & NLP to capture and analyze key tender market data globally and transform it into actionable market intelligence, allowing organizations to make informed decisions and take proactive steps resulting in improved revenue performance.

MoData is an automated sales BI platform that's designed for high-growth companies looking to scale. It is intuitively visualized and provides 360-degree insight into the past, present, future, and prospects of your sales team. This instantly connects you with the information that you need to make confident, fast decisions. MoData is the best BI tool for SMBs, and it comes pre-assembled.

RevVana stands out as the sole platform focused on optimizing and planning revenue. It is the pioneering solution that harmonizes your revenue perspective across both CRM and financial tools, offering a unified source of truth for all sales commitments while automatically generating corresponding revenue plans. The persistent inquiry, “Why are we not achieving the anticipated revenue?” can now be addressed and rectified effectively. With revVana Plan, users can promptly forecast revenue based on their open and closed sales commitments over time, addressing the shortcomings of current CRM systems in translating sales data into accurate revenue forecasts. Its adaptable revenue scheduling engine generates forecasts at various levels—be it account, opportunity, or other sales dimensions—drawing from your CRM data. Additionally, revVana Insights provides a user-friendly interface to analyze, compare, and contrast planned sales commitments with any changes, as well as with actual revenue, corporate budgets, and sales quotas, enabling businesses to make informed decisions based on comprehensive data analysis. This holistic approach ensures that organizations can not only track their revenue expectations but also strategically adjust their sales efforts to meet those expectations.

Revenue Grid serves as an AI-driven platform for Guided Selling, assisting sales teams with tailored, actionable insights that direct them towards effective strategies, highlight deals at risk, and identify the most impactful steps to take. This innovative approach to B2B sales emphasizes understanding and addressing the unique needs and challenges faced by sales teams. Our core belief is to deliver comprehensive, step-by-step support for every opportunity within a salesperson's pipeline, ensuring that teams are optimally positioned to achieve success. By providing complete transparency into the sales pipeline, ongoing deals, and team dynamics, we enhance the understanding of the sales process. Additionally, our platform automates routine tasks and empowers sales representatives to advance deals through the sales funnel effortlessly. With proactive Signals derived from AI analysis, comprehensive communication data, and established sales methodologies, sales teams receive clear guidance on deal status and engagement. This way, users can effortlessly track the progress of each deal, understand past activities, and anticipate future developments, leading to more informed decision-making and greater overall success.

Varicent offers a comprehensive range of solutions aimed at optimizing every facet of sales performance management, enabling your organization to enhance productivity and foster growth. Utilize Varicent's territory and quota planning tools to develop more intelligent territory strategies and assign quotas that yield better results. Achieving efficient pipeline management can be difficult when faced with a flawed sales funnel. With Varicent’s revenue operations solution, your business can enhance efficiency throughout the entire sales funnel, thereby boosting the volume, speed, and value of deals, refining forecasting, and achieving outstanding go-to-market outcomes. The Varicent lead to revenue system identifies critical operational gaps, such as lead response times and conversion rates from leads to pipeline, allowing you to seize overlooked opportunities, improve operational effectiveness, and elevate revenue generation. As the leading solution in sales performance management, Varicent ensures that sellers are compensated accurately and punctually, providing a seamless experience. By leveraging these tools, organizations can not only meet but exceed their sales targets, positioning themselves for sustained success in a competitive market.

Outreach Commit, previously known as Canopy, integrates, evaluates, and continuously oversees every data point related to your revenue team, ensuring that all revenue leaders obtain the insights necessary to foster consistent revenue growth. It simplifies the forecasting procedure while tracking and assessing variances for ongoing enhancements. Enhance efficiency and outcomes with personalized evaluations, progress monitoring, and documentation. Address essential inquiries regarding trends, risks, and historical performance through snapshot reporting for any timeframe and dataset. Achieve the clarity required to confidently manage your business while allowing your managers to concentrate on key priorities. Minimize manual data analysis and shift your focus toward overarching strategies. Equip your teams with real-time answers, enabling them to pinpoint significant areas for improvement and assess the ROI of each initiative implemented. By taking a proactive approach, you can elevate every seller's productivity and revenue achievement, ultimately driving your business forward. With Outreach Commit, you are not just reacting but strategically leading your team to success.

Prelay's team selling software enhances collaboration among your revenue team and internal stakeholders, fostering a more efficient work environment. By utilizing Prelay, deal coordination is streamlined within a single, dedicated platform that integrates with essential software, eliminating the chaos of multiple disparate collaboration tools that lack centralized tracking and oversight. The software's primary functions provide clear visibility and ensure alignment throughout the entire deal execution cycle. Utilizing Plays for managing processes and Assists for overseeing resources and deliverables, Prelay allows teams to engage any individual or group for quick clarifications or comprehensive deliverables from virtually anywhere. You can efficiently manage and monitor the full lifecycle of deliverables while having access to complete historical data. The platform also facilitates the initiation, management, tracking, and testing processes to discover scalable success across proof of concepts (POCs). Furthermore, it encourages the involvement of all teams, promoting overall alignment and providing guidance throughout the process, ensuring that everyone is on the same page. This comprehensive approach not only enhances productivity but also drives better outcomes for your business.

If you prefer a platform crafted by a small team at a single organization, you might want to look elsewhere. However, if you're interested in a platform that evolves every day, reflecting the workflows your colleagues rely on to exceed their goals, reach out to us. Incorporate forecasting processes that span from sales representatives to executive leadership, enhanced with various AI and analytical techniques for unparalleled insight. Have you ever received a notification from your bank regarding a significant transaction? We provide similar alerts for any shifts in activity and pipeline that could affect your revenue for the upcoming quarter. If you want to explore the data further, leverage our interactive tools to curate your ideal outcomes, while setting KPI targets for your team to monitor their progress in real time. Eliminate the need to waste your evenings creating screenshots and presentations. Instead, streamline your reporting to management and facilitate your team's updates to you through dynamic, interactive dashboards. Our platform is built on community-driven best practices tailored for everyone in the revenue function, ensuring everyone benefits from collective expertise. With such a collaborative approach, your team can cultivate a culture of accountability and achievement.

Create an effective pricing and promotional strategy to enhance both revenue and profit margins. The NielsenIQ revenue optimizer equips manufacturers and retailers with the tools needed to effectively manage and consistently refine their revenue growth strategies. This comprehensive solution harnesses the power of artificial intelligence to pinpoint the most effective everyday and promotional pricing that maximizes profitability. Stay competitive with this pioneering revenue growth management tool, designed to facilitate quicker and more efficient insights into pricing and promotions. By utilizing the proprietary AI features of the NielsenIQ revenue optimizer, businesses can significantly enhance their portfolio strategy development, optimize price and pack configurations, and improve their customer account planning while also refining promotion evaluations and trade strategies. This innovative approach not only drives immediate revenue but also sets the foundation for sustainable long-term growth.

We are a company specializing in an AI-driven SaaS product aimed at assisting organizations in realizing revenue growth by addressing the critical intersection of demand and supply. Our founding team possesses extensive C-level experience in leading enterprise companies, particularly within the consumer packaged goods (CPG) sector. By targeting the opportunity loss that occurs between sales/distribution, pricing/promotions, and inventory management, we provide solutions that deliver a tenfold improvement compared to conventional methods, utilizing AI at scale specifically designed for the CPG industry. Our approach also considers various factors beyond just transactional data that continuously influence business performance. Unique in our field, Samya.ai stands out as the sole revenue growth AI company focused on the CPG industry while navigating the complexities of demand and supply operations. By combining advanced techniques such as deep learning, probabilistic machine learning, and reinforcement learning with our in-depth domain knowledge, we empower CPG companies to reclaim their potential for revenue growth. This integrated methodology not only enhances existing strategies but also paves the way for innovative practices in the market.

Elevate your revenue generation strategy. Organizations that prioritize Revenue Operations witness an impressive 2.7 times increase in revenue growth. Additionally, they enjoy a significant 15% boost in profitability. By enhancing revenue velocity while minimizing overhead costs, you can implement a tried-and-true growth operations framework. This approach empowers you to establish a robust revenue process that positions you ahead of the competition. Pinpoint the shortcomings in your customer interactions that may be draining your finances. Clearly outline procedures and deploy tools that facilitate expansion. As your business grows and complexity increases, continuously refine your operational efficiency. Our team conducts a thorough examination of the daily operations that drive your customers' experiences. Gain insight and oversight into your revenue operations journey, enabling you to discern what strategies are effective and which are not. Clearly define the stages and transitions between teams to promote coherence and collaboration. Maintain accurate data and reporting to ensure informed decision-making. Streamline manual tasks through automation, allowing you to concentrate on revenue generation. With a dedicated RevOps team at your side, you can effectively accelerate your revenue growth and achieve lasting success. Embrace the future of revenue management and unlock your organization's full potential.

Cacheflow's deal-closing platform automates quote to close, with complex usage-based pricing and dynamic quotes available in minutes. Cacheflow allows sales teams to close up to 4x faster with single-link proposals. Customers can approve, sign, and pay in a B2C-like self-service checkout. Cacheflow's built-in financing options allow customers to pay in the way that suits them, without impacting your ARR. Reduce manual work for RevOps, Sales, Legal, and Compliance teams with automatic billing, renewal, and compliance tools. Cacheflow's solution is zero-code, and takes the place of a CRM, CPQ, and billing platform all in one. It's a powerful way to automate your sales flow, bringing you more valuable projections and insights with full transparency. It's streamlined, fast, and delightful.

Mperativ stands out as the first strategic platform that harmonizes marketing with sales, customer success, and finance, focusing on the cause-and-effect dynamics that link marketing efforts to revenue results. Many marketers, despite investing substantial resources into tailored analytics, find it challenging to effectively communicate the impact of their initiatives. By shifting the focus of marketing metrics towards revenue generation, Mperativ enables users to reveal data stories and identify trends throughout the entire customer journey, supported by elegantly designed interactive visualizations that articulate the success of marketing in a revenue-focused context. Acting as a serverless data warehouse, Mperativ simplifies the process of deriving meaningful marketing insights, removing the hurdles that often impede understanding. With Mperativ, you can seamlessly connect your marketing strategy to tangible revenue outcomes, providing a clearer view of performance and accountability. This innovative approach not only enhances clarity but also fosters a culture of collaboration across departments, ensuring everyone is aligned towards shared financial goals.

Houseware provides an additional dimension of revenue insight for your data warehouse. By linking your current data infrastructure or various SaaS applications, you can access ready-made metrics and entities. You have the flexibility to create user segments and cohorts while selecting from over 30 predefined blocks and templates to unlock revenue potential. Team collaboration allows you to effortlessly distribute a well-balanced mix of personalized campaigns, internal alerts, and notifications, all without the need for coding. Our team, composed of athletes, challenges the typical startup analogy that equates the journey to a marathon. Instead, we prepare for a marathon with the understanding that we will face multiple sprints along the way, each sprint feeling like a marathon in itself. This unique perspective encourages resilience and adaptability in our approach to growth and innovation.