Best Sales Force Automation Software for Freelancers - Page 10

Find and compare the best Sales Force Automation software for Freelancers in 2025

Use the comparison tool below to compare the top Sales Force Automation software for Freelancers on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

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    STARS Reviews

    STARS

    AdvanTec Information Systems

    There are no limits on the number of accounts, contacts, locations, and notes you can manage. The upgraded unit tab now allows for the upkeep of customer installations. The cycle accounts feature facilitates the straightforward sorting of accounts based on criteria such as age, account code, territory, industry, or zip code. The system also includes table-driven categories for products, sales stages, causes of loss, and more. Opportunities can be updated either individually by account or in bulk. Campaigns are structured by both corporate guidelines and individual sales representatives. Each campaign can incorporate various activity steps that are triggered by specific dates or events, and all contacts and accounts can be part of multiple campaign lists. These lists can be utilized to refine the account view, enable mail merges, and create task checklists to streamline operations. Additionally, this comprehensive approach enhances collaboration and efficiency across the organization.
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    Contact & Sales Manager Reviews
    Maintain a comprehensive repository of external organizations that includes customers, potential sales leads, vendors, and various other entities. Ensure that individual contacts are documented for each organization and schedule as well as monitor all related activities for these contacts. Oversee all sales opportunities associated with both current clients and potential prospects. The records should encompass entities that have engaged in communication, which may consist of existing customers, prospective clients, current vendors, potential suppliers, or any organization requiring ongoing communication. Additionally, it is essential to track every sales opportunity in order to analyze and efficiently report on the sales processes for individual salespeople and the company as a whole. Keep detailed information about the origin of leads being pursued to assess where marketing resources should be allocated most effectively. Furthermore, maintain an overview of the current status of every opportunity, including anticipated closing dates, to facilitate timely follow-ups and strategic planning. This systematic approach is crucial for driving sales success and ensuring effective relationship management across all external interactions.
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    WeSuite Reviews

    WeSuite

    WeSuite

    $69.95 per month
    From straightforward transactions to intricate sales processes, we have the solutions you need. WeEstimate, along with our specialized feature modules, offers customizable options to cater to national accounts, contract pricing, various catalogs, differing tax codes, advanced reporting, and the numerous sales hurdles encountered by larger, multi-location businesses. Meanwhile, WeSuite provides small to medium-sized enterprises with robust tools that fit their scale and budget, facilitating growth. Our sales management software and mobile applications enable your team to operate more effectively, present with professionalism, and enhance sales performance by streamlining and automating the entire quote-to-close journey. The ease of coordination and collaboration has reached new heights, as real-time, centralized information ensures that all team members remain aligned and focused on shared objectives. By leveraging pipeline insights and comprehensive sales analytics, you can make informed business choices that drive your organization forward and boost profitability. Ultimately, our solutions are designed to empower your team while propelling your business to new heights of success.
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    Dot&Sales Reviews
    Dot&Sales offers a comprehensive sell-side platform designed to oversee ad sales across various media platforms and business processes, accommodating any sales approach. This platform can be tailored to fit specific operational needs, enabling the management of multiple properties and channels from one cohesive system. It oversees the full ad sales cycle, encompassing everything from offers and orders to the reporting and distribution of revenue among publishers and agents. Ideal for publishers operating with numerous ad servers and properties in both online and offline spaces, it allows for effective tracking of orders, order lines, and traffic across diverse systems. By providing a singular solution, it facilitates collaboration among sales, ad operations, and finance teams, streamlining intricate workflows, boosting efficiency, and promoting revenue growth. Additionally, its user-friendly interface ensures that all stakeholders can easily access the information they need to make informed decisions.
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    izOrder Reviews
    When preparing for appointments, presenting products, obtaining orders, managing activities, and engaging with clients, various tools can enhance efficiency. By optimizing sales time and reducing order management costs, businesses can improve their operations significantly. Additionally, providing better guidance for sales teams and lowering the ownership costs of field IT can lead to increased productivity. Users can access a comprehensive list of all active product references, including the latest items and promotions. They can easily complete orders, adjust quantities, prices, and discounts, and ensure client signatures are obtained. Furthermore, it allows for the generation of visit reports while synchronizing data back to headquarters. The catalog features a multi-tree structure that includes detailed item lists with photos, videos, specifications, packaging, pricing, stock availability, and related products. This system operates in offline mode and has an "invisible" online functionality using either 4G or Wi-Fi. It also ensures thorough bidirectional data synchronization for seamless operation. The platform helps optimize activity monitoring, producing reports directly through izOrder, and it integrates natively with email clients for enhanced communication. This comprehensive approach fosters a more organized and effective sales process.
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    LevelEleven Reviews
    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.
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    TeamHaven Reviews
    Mobile workers can be managed using project KPIs. They can also collect data from field activities and create powerful data and photo reports that can be shared with clients or internally. TeamHaven has over 28 years of field sales experience and can provide a customized, affordable solution for any campaign or field force need, no matter how simple or complex. Get a 30-day free trial to get started with TeamHaven. There are no setup fees or monthly subscriptions. TeamHaven's flexible and cost-effective solution makes it easy to assign jobs to field teams in minutes. TeamHaven allows you to manage your staff and projects from one place, whether you have your own field team or use an agency. The intuitive TeamHaven Mobile app is available for Android and iOS. It allows you to collect data and brief your teams. Field staff can quickly get up and running in their native language in minutes. They can also complete activities without the need for internet access.
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    Kloudbeat Reviews

    Kloudbeat

    Kloudq Technologies

    Kloudq Technologies Limited, a software company, offers various cloud-based Industrial SaaS services to its customers. These solutions are lightweight and user-friendly. They help users unlock their business potential through the use of the best quality services such as field automation service and field management service. Kloudq is committed to providing its customers the best digital transformation experience at a low cost by leveraging this technical expertise.
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    eMobiz Reviews
    eMobiz is a comprehensive Sales Force Automation (SFA) tool designed to streamline various business operations, including the automation of sales processes, monitoring customer interactions, and evaluating sales forecasts and performance metrics for organizations. This solution not only enhances efficiency but also provides valuable insights that can drive strategic decision-making.
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    Field Force Reviews
    Field Force is a software solution designed to manage and track sales teams, addressing significant challenges in the sales process such as comprehensive market analysis, preparing products or services for market entry, and gaining a deep understanding of both customers and competitors. The effectiveness of these solutions relies heavily on a robust sales force. Additionally, user login security is prioritized to safeguard sensitive information, ensuring that data remains confidential. Efficient monitoring of distribution channels also plays a critical role in effective sales management. This system facilitates seamless oversight of sales-related activities carried out by personnel, allowing for improved productivity and accountability in the sales process. Ultimately, Field Force empowers organizations to optimize their sales strategies effectively.
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    Kronologic Reviews
    Kronologic is the first Virtual SDR technology in the world and a calendar-first sales engagement platform. If you have more than 100 marketing leads per month, Kronologic can help you increase your sales. Our AI-driven tech schedules your leads in the calendar and engages them on your behalf. Kronologic can be used for: Demo requests and Chatbot leads – Webinar or Virtual Event leads – Cross-sell and upsell and Freemium conversion leads. ABM leads, SalesLoft leads and Outreach leads. Revenue teams can focus on their core competency: building relationships and seizing opportunities. Maximize the return on your investment in generating leads. Your sales team will be able to get more at-bats and not have to worry about scheduling. You can ensure that your customers receive the personal attention they deserve. You can easily view and manage your entire company, a team or one user from one location. Leaders have full visibility, front-line representatives do not need to do anything.
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    CREST SFA Reviews

    CREST SFA

    Xmplar Management Solutions

    The application for operational management in the field enables sales representatives to effectively organize their schedules on a daily, weekly, or monthly basis, specifying the various outlets they plan to visit. Additionally, managers have the ability to review and approve these journey plans. Sales targets can be established periodically, allowing performance to be assessed in relation to these goals over various timeframes. Your smartphone transcends its traditional role, transforming into a mobile sales office where you can generate leads, manage orders, evaluate your sales performance, and seize work opportunities no matter your location. Featuring a user-friendly interface, the application simplifies the design and automation of business processes. You can easily handle processes such as lead approvals and various activities through a versatile approval system. Our CREST ERP solution is specifically designed to assist trading and manufacturing industries in effectively managing their business operations, ensuring streamlined and efficient workflows. With such comprehensive tools at your disposal, optimizing productivity and enhancing performance becomes a seamless endeavor.
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    CT Mobile Reviews
    Enhance customer interactions by gaining offline mobile access to Salesforce. By integrating CT Mobile with the CT suite of products, you can significantly boost your sales and improve the productivity of your field teams. Designed specifically to optimize sales cycle performance, CT Mobile enables you to focus on customer success. Whether you're online or offline, the application enhances your field team's productivity through AI-driven features tailored to meet your specific customer needs. You can access vital data from your Salesforce system regardless of your network status, ensuring you have the necessary information to keep your appointments on schedule. With just a single click, you can provide access to account, contact, contract, and special request data, streamlining your workflow. By leveraging additional capabilities within CT Mobile, you empower your field sales team to automate and expedite their daily tasks. Furthermore, you can enhance sales productivity by creating specialized modules for presentations, retail execution, order management, and a variety of other functions, ultimately driving better results for your business. This comprehensive approach not only saves time but also ensures that your team is always prepared and informed.
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    CIS-Companion Route Reviews
    Our Companion®, Route software provides unparalleled advantages to optimize your delivery processes. The mobile user can quickly and efficiently enter quantities to be invoiced by product or customer using predefined billing, order, and return screens. The mobile user can be asked a series questions and taken photos. The office reports will allow you to view the responses and photos. A customer can view sales and return statistics for the week prior by product. It is possible to quickly view statistics such sales, returns, percentage of return in dollars or units, by customer and by product. This allows for more informed decision-making. All information is stored in a secure vault in the cloud to which the handheld connects. The delivery person can only see the type of card and the last four digits for security reasons.
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    Sybill Reviews
    Sybill is a video assistant that can be used to help sales teams feel more connected emotionally. It records the body language and expressions of your buyer during a call to provide insight into who might be a champion and what gets them excited. Sybill gives sellers deep prospect insight, which allows them to move the deal forward. It allows sales leaders and coaches to modify their messaging and decks according to what resonates with prospects and help them coach their teams to be more successful. Sybill will show you the most memorable moments that got your prospects excited so that you can follow up with them on the things that matter most to them. Your prospects will have a pleasant experience if you are always in touch with their needs.
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    Salestron Reviews
    Detailed dashboards and assessments allow for the prompt tracking of all product movements and inventories across various levels and specifics of your sales channels. This enables swift identification of opportunities and risks, facilitating the formulation of data-driven strategies. The emphasis is placed on partners in all channel operations, necessitating tailored attention to distributors, retailers, and specialist dealers based on the manufacturer's sales structure and portfolio. Fostering and cultivating robust partner relationships is crucial, ensuring you remain informed and proactive in your approach. The partner portal acts as a vital communication hub, enhancing partner loyalty and generating additional sales through targeted content and tailored campaigns. By refining your interactions and automating intricate processes, you can significantly enhance the development and support of your partners, ultimately driving mutual growth. Such strategic engagement not only strengthens bonds but also maximizes overall channel effectiveness.
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    Apex 72 Reviews
    Keep a close eye on your sales performance to ensure you're progressing towards your goals. Customized features are designed specifically for your organization. With Apex 72’s engaging client interface, you can securely gather personal information from clients, leading to a distinctive and personalized experience. Managers can stay updated with APEX 72’s integrated dashboard and reporting tools. Enhance the client discovery process with our interactive, real-time fact-gathering application. Provide valuable support to sales team leaders through comprehensive activity, marketing, calendar, and process management insights. Achieve virtual transparency for your entire team, fostering collaboration and clarity. Remember, relying on efficient technology is crucial to concentrate on what truly matters in your business. Utilizing technology to boost sales productivity is vital for growth and remains a significant challenge for many organizations today. In the fast-paced world of business, staying ahead requires embracing such innovative solutions.
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    CIS-Companion Rep Reviews
    Transmit data to your mobile users from the office while efficiently overseeing the rules necessary for task execution and information analysis. Companion® REP incorporates hierarchies for linking behaviors to various configurations, allowing customization of representatives' working methods according to customer type or brand. This application is designed to tailor transaction screens to fit your operational style, ensuring maximum efficiency in-store. Empower your managers to make well-informed decisions with access to precise data analysis facilitated by dynamic, robust, and comprehensive dashboards that track visits, orders, distribution, photos, and surveys. This innovative solution provides clients with the ability to collect significantly more detailed information than traditional ERP systems offer. By having all relevant information readily available, you can make swift and strategic business decisions, ensuring that your operations run smoothly and effectively. With such capabilities, your organization can stay ahead in a competitive marketplace.
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    Nural SFA Reviews
    Nural Service SFA, a leading provider for Android/iOS Applications for Outdoor Service/Technicians, integrates well with Nural CRM, as well ASM's Inventory Logistic Warranty and Repair Code Systems that provide real-time data and critical metrics for field visits, as well Job Allocation and Question Management.
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    SalesJump Reviews
    SalesJump’s intuitive SFA software optimizes attendance of sales reps, streamlines store visits through automatic check-ins/check-outs, allows for efficient order taking and increases field force productivity.
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    Daily Sales Record Reviews
    To streamline your sales process, we've integrated several features into our application. You can conveniently store all your customers' contact details in one location and access them from any device of your choosing. Updating your products and inventory is effortless with just a few taps, and you will receive alerts when stock levels are low. Invoicing for your sales has never been easier, allowing you to send invoices directly to your clients. Even those without technical expertise can navigate these tools with ease. You can generate reports on your sales performance—daily, weekly, monthly, or as you prefer—to monitor your progress effectively. These reports can be exported in formats such as PDF, Text, or Excel. Our app is trusted by entrepreneurs and start-ups who rely on it daily for tracking their sales activities. The Daily Sales Record app is designed to eliminate unnecessary complexities and maintain a straightforward approach. In the customer management section, you can add images and contact details for your clients, which is the essential first step in setting up your sales process. Here, you will also be able to conduct your daily sales transactions efficiently, ensuring a smooth experience overall.
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    XSales Reviews

    XSales

    XSales Mobility

    XSales® Mobility now offers a reliable and feature-rich Mobile Sales Execution solution that seamlessly integrates with SAP S/4 Hana Last Mile Distribution, a core element of the next-generation SAP Direct Distribution (SDD) solution. This suite equips supervisors and field representatives with real-time data and tools designed to enhance their performance, ensuring business growth even in challenging environments. The XSales® SFA Mobile solution provides a fully integrated Order-to-Cash business process for customers utilizing SAP S/4Hana. Elevate your sales and field team efficiency with advanced automation and management solutions that we provide. At Sales®, our commitment is to deliver innovative tools that significantly enhance your company's overall performance. Our goal is to simplify, optimize, and boost productivity in sales across all levels and market conditions. Featuring an intuitive mobile application and a powerful server, this solution presents invaluable information and essential tools for your field representatives, enabling them to excel in their roles. Such capabilities can transform your sales approach and lead to greater success in a competitive landscape.
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    Colabo Reviews
    Collect all essential information in real-time from internal databases to develop a shopping profile that incorporates insights from social media and partner services. Offer customized solutions for each customer to demonstrate that they are recognized as unique individuals. For instance, bots can learn to identify a cat by examining millions of images, enabling them to recognize one in mere seconds; however, if the image is of something else, the bot will not succeed. Where technology falls short, human intervention becomes crucial to assist consumers with their inquiries. Colorado excels at seamlessly managing the transition between the bot and human representatives, ensuring a smooth experience. Colabo enhances the process by providing personalized recommendations and insights powered by assisted intelligence, empowering associates to perform their roles more efficiently and effectively, thereby allowing each team member to excel as a knowledgeable expert. This combination of technology and human expertise creates a holistic approach to customer service.
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    eOrder Sales App Reviews
    The eOrder Sales App serves as an ideal solution for companies dealing in Consumer Packaged Goods, as well as for field sales teams engaged in various tasks. Its features streamline the sales process, enhancing productivity and efficiency for users in the field.
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    MiniSell Reviews

    MiniSell

    Aspin Management Systems

    Sales representatives can significantly enhance their productivity by having real-time access to customer account details while eliminating mundane administrative tasks. This innovation would also alleviate the burden on head office personnel, as they would no longer receive frequent calls about stock levels, and orders could be seamlessly integrated into the back office system without manual input. With MiniSell, both mobile sales teams and head office staff can experience this transformation, ensuring that sales representatives are well-equipped with handheld ordering capabilities that complement their product catalogues. They can effortlessly place orders and retrieve account information while operating offline in the field. Additionally, secure user-level permissions can be established for departments at head office as well as third-party vendors, enhancing both security and functionality. The integration of these features not only streamlines processes but also fosters a more effective sales environment.