Best Sales Software for Mid Size Business - Page 27

The Field offers a comprehensive solution for mapping territories, managing sales routes, and facilitating door-to-door sales within Salesforce. Whether you are enhancing your sales routes, gathering donations, or reaching out to voters, The Field streamlines territory management and integrates effectively with various fundraising, survey, and sales tools in Salesforce. This makes it ideal for those who require a Salesforce app dedicated to territory management, whether for optimizing routes to close deals or for a door-to-door sales approach that ensures every door is knocked on. The app is especially beneficial for recruiting new members, qualifying leads, or engaging with voters while efficiently routing your sales or service appointments to maximize both time and cost savings. Additionally, The Field serves as a powerful tool for lead generation, fundraising initiatives, conducting surveys, and managing elections, all while providing a territory management Salesforce app tailored to optimize sales and service appointments seamlessly. With its user-friendly interface, The Field empowers users to enhance their outreach and engagement efforts effectively.

Having collaborated with numerous sales teams, we understand their requirements intimately. We gather essential sales metrics from platforms like Pipedrive, HubSpot, or Salesforce and present them in dynamic, user-friendly dashboards. Additionally, you can incorporate your own custom data fields from your CRM to enhance the standard data available. Dear Lucy consolidates the metrics you select into a single, straightforward view that is not only easy to navigate but also consistently updated and accessible. With Dear Lucy’s goal engine, you can set flexible sales targets and track your progress in real-time. The tool compares actual performance against these targets, displaying red and green indicators to clearly show where you stand relative to your goals. This feature allows for a quick and effective assessment of your team's performance. You can establish objectives for various metrics such as sales activities, revenue, offer base, hit rate, and even more tailored metrics. Furthermore, these targets can be customized for different levels including company-wide, team-specific, individual sales representatives, or by pipeline, providing a comprehensive approach to sales performance management.

QuotaPath creates ownership and accountability across revenue teams through automated tracking and compensation management. Our platform offers revenue teams the ability to design fully customizable compensation plans, forecast commissions in real-time, and surface insights in dashboards. RevOps, sales leaders and finance teams rely on QuotaPath to standardize comp plan creation and assignment, build custom quotas and acceleration tiers, export deal data and override earnings, create role hierarchies and permissions, and forecast revenue in real time. Our CRM integrations with HubSpot, Salesforce, and Close push data into QuotaPath, offering users a seamless experience and up-to-date, accurate deal data. Through our Payouts feature and finance tools, we’re helping operations, finance, and HR teams with the month-end close processes to audit, confirm, and process payouts.

SalesRabbit’s software helps outside sales teams operate faster and smarter. Their solution addresses all the major pain points of sales organizations, including lead and area management, rep performance tracking, digital contracts, market data, lead generation, and more. They also offer add-on services such as a training library and a geofenced marketing platform. Most importantly, they work personally with your company to make sure you’re getting the results you need.

Geo Rep's software, featuring both an administrative web portal and a mobile app, seamlessly coordinates the essential functions and operations of your field team. This facilitates everything from the monitoring of customer engagements to the automation of daily sales activities, along with delivering critical reports and insights. Simply put, if you're questioning the role of field sales management software, understand it as the pivotal connection among your corporate office, your field sales team, and your customers. Every module, feature, and function is under precise permission control, ensuring each user sees exactly what they need. Our platform allows the creation of custom modules or functions tailored to your needs. Your system is dynamic and self-service, facilitating swift actions and offering custom fields, personalized field naming, and pre-set data. Our global presence is powered by numerous servers strategically located across the globe, hosted on AWS to eliminate latency and resourcing concerns. Your experience is localized, covering aspects like currency preferences and measurement units. Seamless integration with other systems, be it ERPs or Sales data sources, is facilitated through various methods.

We empower small retail brands and manufacturers in Bharat to transition to the digital landscape with our completely FREE all-in-one business software. Receive real-time notifications when orders come in from your sales team or directly from stores, and manage these orders effortlessly from your mobile device. You can accept and oversee deliveries right through the app, and even delegate tasks to delivery personnel while generating automated van loading summaries. After an order is fulfilled, share professional GST invoices with buyers, either manually or automatically. Maintain centralized control over your product data and pricing strategies, allowing for varied pricing arrangements for different partners. Build a comprehensive directory of retailers, distributors, and wholesalers, complete with tailored profiles to assist in sales planning. Keep an eye on your product visibility and shelf presence, while remotely managing visual merchandising and brand signage to ensure effective retail execution. Equip your field teams with tools to gather competitor insights, market data, product feedback, and conduct surveys using custom forms tailored to your needs, enhancing overall operational efficiency. This comprehensive approach not only streamlines your processes but also strengthens your market position.

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.

Introducing the ultimate mobility sales solution tailored for iPad and iPhone users! Mapview offers a dynamic geospatial perspective of your clientele, prospects, and daily sales itinerary. Sales Navigator serves as an iOS tool for planning and mapping that allows you to geographically visualize your contacts and strategize your daily sales routes. As you navigate from one appointment to another throughout your day, you may find yourself assessing whether you have sufficient time to transition to the next meeting after a delay, or pondering how to effectively fill the gaps in your schedule while on the go. With Mapview, the pioneering app for iPad and iPhone that transforms your appointments into a navigable route displayed on Apple Maps, sales professionals and road warriors can efficiently determine the mileage and travel time required to reach their next engagement. Additionally, users can discover optimal routes and spot nearby clients or prospects that could be integrated into their journey, ensuring every moment on the road is utilized to its fullest potential. This innovative approach not only streamlines your daily operations but also enhances productivity and client engagement.

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.

Pobuca Sales is a mobile solution designed for field sales automation, tailored for sales representatives and merchandising auditors, allowing them to maximize daily sales, streamline merchandising tasks, and enhance overall productivity. It effectively synchronizes all sales and order data with your ERP and accounting systems, significantly reducing paperwork and associated costs. This integration provides you with a comprehensive view of your customers at any time and place, offering real-time insights for informed decision-making. With Pobuca Sales, sales representatives can efficiently manage their daily responsibilities, boost their performance, and drive increased sales, as it is accessible on mobile devices like phones or tablets. You can efficiently place optimal orders in minimal time, select the products your customers desire, introduce new items, and broaden your customer base. Additionally, it allows you to monitor key performance indicators through reports and dashboards that not only track your daily activities but also assist in strategy development while delivering a holistic view of customer interactions. By utilizing this tool, your sales team's effectiveness can reach new heights, paving the way for sustained growth and success.

Quickpage stands out as the leading video follow-up solution globally, allowing you to differentiate yourself from competitors and offer an unparalleled experience to your customers. With Quickpage's video email feature, you can authentically introduce yourself and your services, fostering genuine connections. Designed to connect sales professionals with clients, the Quickpage app facilitates the development of meaningful relationships that build trust and drive successful transactions. Our mission is to empower sales representatives to distinguish themselves within their fields while enhancing the purchasing experience for customers. We believe that incorporating video communication can significantly transform business interactions for the better. As virtual sales strategies rapidly evolve, sales professionals must adapt swiftly to remain relevant in the marketplace. With Quickpage, you can effortlessly record or upload videos directly from your phone or desktop, ensuring that you stay at the forefront of this innovative approach. Embrace this opportunity to elevate your sales game and connect with your audience on a deeper level.

JeffreyAI is an AI-powered business automation platform developed to boost sales and marketing activities. It delivers functionalities for generating leads, automating emails, managing social media content, marketing via WhatsApp, and conducting SMS campaigns. Furthermore, it equips users with resources for streamlining workflows, dynamically interacting with customers, and automating numerous operations to evolve business approaches. Through the adoption of sophisticated AI technologies, JeffreyAI seeks to optimize processes, enhance productivity, and foster business expansion, enabling users to concentrate on cultivating relationships and conducting deal discussions. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead Generation

BatchDialer is a comprehensive outbound dialer solution that empowers businesses to enhance efficiency and productivity. With its powerful features like multi-line dialing, call recording & forwarding, IVR, and customizable agent scripts, BatchDialer enables sales, marketing, and BPO teams to effectively engage their target audience and achieve their goals. Our unique offerings, including phone number reputation monitoring, rapid-fire dialing mode, property details in-view, and included phone numbers, give businesses a competitive edge. By streamlining campaign management, ensuring regulatory compliance, and providing valuable insights and tools, BatchDialer optimizes telecommunications efforts, maximizes productivity, and fosters meaningful connections with customers. BatchDialer offers competitive pricing for teams of all sizes, making it accessible for businesses of any scale. Our user-friendly interface allows for easy implementation and customization, ensuring that BatchDialer can meet the specific needs of each organization. With our cloud-based platform, there is no need to invest in expensive equipment or phone lines, saving time and resources.

A complete and innovative offer that automates your BtoB prospecting with ease All in One Everything you need to transform your suspects into qualified leads with ease. The Magileads solution offers a complete technological foundation that allows business teams to conduct customer and partner acquisition and retention campaigns simply and quickly. Automated prospecting solution that includes Access to a dynamic database of French and international contacts Omnichannel prospecting solution: Mail, LinkedIn, SMS, VMS Analysis of the commitment and responses of your prospects in real time (lead scoring) Socio-professional statistics reporting Management of your campaigns by a Magileads project manager Centralization and management of all your employees' e-mail and LinkedIn accounts Personalized onboarding Creation of your B2B prospecting targets Copywriting and scripting of your campaign sequences Direct conversational model with your prospects via your e-mail and LinkedIn accounts Management of all your collaborators' campaigns on a centralized solution A dedicated project manager Preparatory meeting (Go to Market strategy, stakes, objectives, framing plan) Creation of your lists by prospect

Aptivio’s Buyer Intent AI platform is the future of sales. We leverage artificial intelligence to enhance inefficient and generic sales pipeline development processes through opportunity discovery, hyper-personalization, unified sales and marketing, and real-time actionable insights at every stage of the buyer lifecycle that drive revenue outcomes. ​

SleekFlow is the Omnichannel Conversational AI Suite for customer engagement. The platform allows for seamless and personalized customer experiences across popular messaging channels like WhatsApp, Instagram, live chat, and more. SleekFlow's mission is to revolutionize the way companies communicate by focusing on meaningful conversations that drive business success. With cutting-edge conversational AI capabilities, SleekFlow streamlines business operations for marketing, sales, and support teams. By automating routine tasks, optimizing customer interactions, and delivering unparalleled support, SleekFlow empowers businesses to achieve unprecedented scalability and growth. SleekFlow has a presence in Singapore, Hong Kong, Malaysia, Indonesia, Brazil, and the UAE. In Aug 2024, the startup secured an $7M USD Series A+ funding round led by Atinum Investment, with participation from existing investors (AEF Greater Bay Area Fund, managed by Gobi Partners GBA and Transcend Capital Partners) and a new investor, Moses Tsang (Former General Partner of Goldman Sachs Group and Chairman of Goldman Sachs (Asia) LLC). The company has raised a total of US$15 million to date..

SalesStreamliner simplifies the business process for channel sales operations and partners by automating tedious sales tasks while seamlessly connecting cross-channel partners through a comprehensive system. Elevate your sales team with assurance and efficiency, managing both direct sales representatives and channel sales within a single, conflict-free platform. This all-in-one approach allows for effortless expansion of your business, enabling you to handle various product lines and sales channels without any hassle. Think of it as a complete package for franchise business operations, providing your franchisees with the tools they need for sales automation and growth. Successful entrepreneurs excel at juggling multiple responsibilities, and SalesStreamliner enhances this ability, allowing you to concentrate on selling and providing excellent service to your customers. Begin your journey with the SalesStreamliner turn-key solution in just five straightforward steps, and witness the transformation in your sales operations. With this innovative tool, you'll be empowered to streamline your efforts and achieve remarkable results.

AI Driven Campaign Optimization. Deep learning algorithms transform unique users into your ideal marketing strategy. Not all conversions happen immediately. Attributy analyzes the user's past data for several months to identify any touchpoints that may have influenced a purchase decision. This allows dynamic attribution algorithms to build a very accurate picture of the channel's value. These tools are not able to be used for single-channel attribution. Many people underestimate the impact of each channel they measure and underestimate the cumulative, long-term effect of a campaign. Attributy's artificial Intelligence algorithm focuses on the user and follows each customer journey from initial touchpoint to purchase. Each ad is given credit proportional its true value in customer conversions.

1. Prospector - Find Your Next Customer with Better Data Quickly build targeted prospect lists with 100M+ contacts data & receive alerts when contacts change jobs. 2. Engagement - Automate Your Sales Engagement Build automated sales sequences and take your sales opportunities to the next level. 3. Chrome extension - Find Leads Everywhere Get targeted contact and company information directly on LinkedIn, Company website and CRM (Salesforce or HubSpot）. 4. Enrichment - Enrich Your Data Automatically Enrich your records with 50+ firmographic fields in the AroundDeal database, including business email, phone, title, company name, and more. 5. Visitors - Turn Website Visitors into Qualified Leads Find out what companies are visiting your website and engage them the right way at the right time.

Today's consumers have become accustomed to making evaluations independently, with an expectation for flexibility and self-service, even when it comes to significant purchases. The complexity of the buying experience has increased dramatically, with a multitude of options to consider, various stakeholders involved, and numerous obstacles to navigate. The typical sales process often feels more like a rigid framework rather than a journey tailored for the buyer. Customers are not seeking validation; instead, they are focused on resolving their issues. To avoid lost deals, delays in onboarding, and unmet revenue targets, it is crucial to collaborate effectively with prospects and customers. Establishing a reliable sales and success process that emphasizes partnership with customers is essential. By employing successful strategies, templates, and tactics that have been adopted by hundreds of high-growth startups, you can enhance your approach. Working closely with experienced sales professionals to tailor your methods can lead to improved outcomes. It's vital to foster engagement and accountability by ensuring that all parties share a clear understanding of the next steps, key milestones, timelines, and overarching business objectives. This collaborative approach not only enhances the customer experience but also drives better results for your business in the long run.

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

Plat provides lead distribution and ad tracking services. The platform is fully customizable and offers turnkey solutions for end-to-end performance marketing. Plat’s ad management tools allow you to monitor visits, clicks, and conversion with real-time reporting that shows dozens of metrics. Our real-time ad tracking capabilities help you stay organized with an all-in-one dashboard. You can consolidate Plat with other platforms to seamlessly oversee and manage all your campaign metrics. In addition, you can download detailed data from various sources. Seamlessly monitor and manage all your campaign metrics and traffic through one software. Manually optimize your campaigns and traffic distribution or allow our software to auto-optimize based on your rules, ROI, and profit. With the help of AI, Plat offers advertising tracking software that enhances, optimizes, and automates your campaigns.

PrettyLead is the best builder on the market to create forms you can display as popups or embedded in your content. It's easy to build popups with PrettyLead by choosing among our pre-made templates library. You can then get your leads in you account and export them or send them with integrations like Zapier for example.

Create a scalable voice experience with the API that connects millions globally. With Twilio Voice, you can build unique phone call experiences with one API, to create, receive, control and monitor calls with just a few lines of code. Customize your experience the way you want by using a wide range of customization resources, such as our Voice SDK, speech recognition, Interactive Voice Response (IVR), and recording transcriptions. Whether you're looking to set up global conferencing or alerts & notifications, Twilio has the support you need for building with Voice, such as our Twilio Runtime and Studio developer tools. Find docs, code samples, and helper libraries to start building today.