Top Valuecase Alternatives

Hubspot

Hubspot

hubspot.com

HubSpot offers a full platform of marketing, sales, customer service, and CRM software — plus the methodology, resources, and support — to help businesses grow better. Get started with free tools, and upgrade as you grow. With Marketing Hub, all your marketing tools and data are on one easy-to-use, powerful platform. You’ll save valuable time and get all the context you need to provide a personalized experience that attracts and converts the right customers at scale. Plus, marketers can keep data at the center of everything they do because Marketing Hub is built as part of the HubSpot CRM platform. When using the full CRM platform, marketers can achieve unparalleled alignment with sales to prove ROI and validate investments. Whether it’s strategies, services, or software — HubSpot allows you to scale your company, not complexity. HubSpot has everything you need to grow better.

Salesforce

Salesforce

salesforce.com

Salesforce.com, inc. is an American cloud-based software company headquartered in San Francisco, California. It provides (CRM) customer relationship management service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development. In 2020, Fortune magazine ranked Salesforce at number six on its 'List of Top 100 companies to work for', based on an employee survey of satisfaction.

Dropbox DocSend

Dropbox DocSend

docsend.com

Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information.

SmartTask

SmartTask

smarttask.io

SmartTask is the best online collaboration tool to manage your team's progress. Simple yet Powerful enough to handle all business operations. Track tasks, projects, customer interactions and stay connected with team's progress

Moxo

Moxo

moxo.com

Streamline external projects with customers, vendors, and partners. With Moxo, accelerate workflows from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more. Moxo powers project workspaces across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

Showpad

Showpad

showpad.com

Showpad is the world’s leading Enablement Operating System (eOS™) that aligns sales and marketing teams around high-impact buyer interactions while generating the insights needed to continuously improve conversion rates. The bottom line impact: sellers close more deals, faster with Showpad. Showpad’s core Sales Content Management engine enables revenue teams to create a curated one-stop-shop to find, manage and distribute high-impact content at scale. For marketers, Showpad aligns teams around the latest on-brand content with the right governance to improve content adoption, and delivers bottom-of-funnel insights so teams can invest more in the right content. Enablement practitioners use the platform to drive cross-functional alignment and build out scalable, targeted training campaigns. Sellers have access to all the right resources to position themselves as trusted advisors to today’s buying teams. Buying teams benefit from sellers that are better prepared to understand their unique challenges and connect them to the right solution in their portfolio. Partnering with organizations of all sizes and maturity levels in more than 50 countries, Showpad supports strategic alignment and efficiency across revenue teams. From SMEs to enterprise brands such as Dow, GE, Honeywell, Johnson & Johnson and Coca-Cola EuroPacific Partners, Showpad is a proven revenue accelerator. Dual-headquartered in Chicago, IL and Ghent, Belgium, Showpad is powered by a diverse global workforce.

Qwilr

Qwilr

qwilr.com

Increase deal velocity, get buyer insights from content, and give reps more time to sell. How? Turn sales material into beautiful, automated web pages. Build a memorable sales experience with the perfect proposal, pitch, sales quote, customer onboarding page and more. Every Qwilr page you send is a beautiful, interactive web page, with interactive media, intelligent tracking, and automation. Say goodbye to your static PDFs and hello to the impressive sales power of Qwilr. With Qwilr, you can: Create custom and interactive sales material that impresses buyers: Send a URL instead of endless attachments. Share product demos, pricing, extra services and watch buyers interact with an experience that feels personalized for them. Keep every page consistently branded: Standardize all your sales material with our brand editor that applies your fonts and colors to every page

Process Street

Process Street

process.st

Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes, and then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals, and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ others who use Process Street today.

Dock

Dock

dock.us

Dock is the revenue enablement platform that customers love. What you get with Dock: Buyer & Customer Workspaces Sales Content Library Order Forms w/ e-Signature Security Profiles w/ NDA Dock makes it easy to set up digital sales rooms, onboarding plans, client portals and project hubs. Learn more at dock.us

FlippingBook

FlippingBook

flippingbook.com

FlippingBook is software & cloud service for creating and storing professional online publications with a page flip effect. Сonvert your PDFs into interactive flipbooks and produce engaging marketing materials for your customers. Present your documents in an interactive way: add links and video for better customer engagement and share the flipbooks seamlessly by the link. It makes your PDF ebooks, e-catalogs, digital brochures, annual reports, presentations, magazines, and sales collateral interactive. More than 50,000 companies across 179 countries use FlippingBook to create easy-to-use online documents, deliver content across the web, and improve their communication processes. The service works on desktops and mobile devices and can be integrated with third-party systems such as Zapier, Google Analytics, and WordPress. FlippingBook helps small businesses and large renowned brands, such as Unilever, Marriott, Intel, Cartier, FOX, Nestle.

ClientPoint

ClientPoint

clientpoint.net

Their enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

Vidyard

Vidyard

vidyard.com

Vidyard is the video tool built for virtual selling. It makes it easy to record and send videos that add a personal touch at all stages of the sales cycle–from prospecting to proposals. Backed by powerful video analytics and integrations, Vidyard is trusted by thousands of virtual sales and marketing teams across the globe to help them generate more leads and close more deals with video.

Heybase

Heybase

heybase.io

Heybase is the Digital Sales Room Software that provides collaborative shared spaces where sellers can create personalized buyer experiences and communicate with potential buyers at a single digital location. Sellers can Embed personalized sales collateral with Drag & Drop Editor, collaborate with buyers, and Analyze buyer engagement with Heybase.

Planhat

Planhat

planhat.com

Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value. Built for everyone from the CSM to the C-Suite, the platform allows you to unify your customer data, to set goals and ideal outcomes, and to enhance the customer journey with features like playbooks, automation and collaboration. The company was founded in Stockholm, Sweden in 2014 and has a team of 100+ people across Europe, North America, South America, and APAC. Read more at www.planhat.com.

Salesroom

Salesroom

salesroom.com

Experience the power of Salesroom, our AI-powered video conferencing platform. Salesroom not only tracks buyer engagement but also teaches virtual communication best practices. With real-time access to your knowledge base, Salesroom is designed to improve reps’ performance in meetings and quota attainment across the team.

Vitally

Vitally

vitally.io

Vitally helps Customer Success teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom line. Unify all your customer-facing data -- across your tech stack -- with bi-directional, real-time integrations. Easily analyze account and user status, including Health Scores for every customer segment and lifecycle. Standardize Customer Success process with project management tailor-made for CS. Scale operations with automated Notifications and Playbooks. Surface Customer Success wins with beautiful, actionable Reports and Dashboards. The fastest-growing B2B SaaS companies use Vitally to proactively address churn risks and expansion opportunities in real-time. Schedule a demo today to see for yourself why more industry leaders are switching to Vitally.

DealHub.io

DealHub.io

dealhub.io

DealHub delivers a complete quote-to-revenue solution designed to drive sales processes forward faster. As the only low-code commerce engine that balances customizability with business agility, DealHub empowers mid-market and enterprise leaders to streamline their teams and processes, execute deals faster, and create predictable pipelines more effectively. With CPQ, CLM, Billing, and Subscription Management solutions powered by an intuitive Sales Playbook, teams can issue proposals, close deals, manage contracts, and automate their subscriptions and billing from one unified location. DealHub also centralizes buyer/seller communications and delivers everything needed to close deals in a digital DealRoom. Integrating with leading CRMs, like Salesforce, HubSpot, Microsoft Dynamics 365, SugarCRM, Freshworks, and trusted by revenue experts such as WalkMe, Gong, Drift, Hopin, SpotOn, Sendoso, and Braze, DealHub ensures faster time to value with one fluid revenue motion.

Rocketlane

Rocketlane

rocketlane.com

Rocketlane is a purpose-built platform for customer onboarding, implementation, and Professional Services Automation. Modern businesses like Clari, Mixmax, GoCardless, nCloud Integrators, etc., use Rocketlane to improve project predictability and profitability, shorten time-to-value, and elevate the customer experience.
 Rocketlane uniquely combines project management, document collaboration, and communication into one tightly-knit experience. The built-in resource management, time tracking, portfolio management, budgeting, and business intelligence help you run projects against set budgets and timelines. The platform helps you impress your customers, hold them accountable in the journey, create repeatable playbooks, forecast demand efficiently, get on-demand visibility into projects and customer sentiments, and increase the productivity of your teams.

Recapped

Recapped

recapped.io

Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the same page.

Highspot

Highspot

highspot.com

Highspot is the sales enablement platform that reps love. We empower companies to elevate customer conversations that drive strategic growth. Our intuitive platform combines intelligent content management, training, contextual guidance, customer engagement, and actionable analytics. Go-to-market teams use Highspot to deliver a unified buying experience that increases revenue, customer satisfaction, and retention.

Allego

Allego

allego.com

Allego is the leading provider of modern revenue enablement software. GO, Allego’s Modern Revenue Enablement platform, brings together sales, enablement, and marketing teams to deliver the experience B2B buyers are looking for — in a single, comprehensive platform. With its patented technology, the GO platform ensures revenue teams curate the right content, ready sales teams to win with confidence, and engage with buyers in the right way at the right time for faster sales cycles and greater revenue. Allego is the trusted choice for one quarter of Dow Jones Industrial Average companies, 5 of the 15 largest U.S. banks, 4 of the 8 largest insurance providers, 4 of the 5 largest global medical device companies, 6 of the 10 largest wealth management firms, 5 of the 5 largest asset management companies, and many other global enterprises. Learn more about revenue enablement that wins sellers and buyers at Allego.com. Whether it’s providing feedback to one another through asynchronous video, or enhancing their skills through AI-powered coaching and peer-to-peer collaboration, nearly 1 million professionals are using Allego to revolutionize the way they onboard, train, collaborate, and sell. Learn more about Allego and the movement we’re building at allego.com.

ProProfs

ProProfs

proprofs.com

ProProfs is a leading provider of SaaS software designed to create smarter employees and happier customers. With a comprehensive suite of tools, including Training Maker, Knowledge Base, Quiz Maker, Survey Maker, CRM, and more, ProProfs empowers organizations to enhance learning, streamline support, and drive customer satisfaction. Committed to a 100-year mission of customer delight, ProProfs serves over 15 million users across 150+ countries. ProProfs products include: - Training Maker - Quiz Maker - Survey Maker - Qualaroo Insights - Live Chat - Help Desk - Knowledge Base - Project Management - Picreel Popups - BIGContacts CRM - WebinarNinja - CourseNinja ProProfs Smart tools are used by many Fortune 500 companies, such as Sony, Acer, Adobe, Accenture, Cisco & Dell, and users from leading educational institutes like Phoenix, Harvard & Yale. The site hosts more than one million pieces of content in 70+ languages. It is a leading online training and assessment platform with the world's largest library of professional tests & quizzes.

Twig

Twig

twig.so

Twig is an AI-powered tool designed to help users quickly and easily find the answers they need from technical documentation without having to spend hours sifting through endless pages of documents. The tool works by semantically analyzing documentation, knowledge bases, past support tickets, and other data sources to provide accurate responses to customers' complex questions. This significantly reduces the costs of customer support by up to 30%. Twig's AI models are trained on publicly available data, allowing it to find and recommend relevant responses to user questions with confidence. The recommended responses include citations that increase the trustworthiness of the response by showing users where to find additional information. Twig also helps support agents become more productive by automating tedious tasks and providing powerful tools that replace busy work with human empathy. It enables agents to improve the quality of customer engagement by bringing higher minimum standards on response quality and helping them notice potential risks in responses. Twig can integrate with most popular documentation and knowledge base products, and it sanitizes data, removing any personally identifiable information (PII) to ensure privacy protection. Twig is an AI tool designed to significantly enhance the customer experience by providing accurate, relevant, and speedy responses to technical questions.

Onboard

Onboard

onboard.io

Onboard (https://onboard.io) is Customer Onboarding Software built specifically for customer onboarding teams. Easily organize, automate & manage the customer onboarding process from handoff to launch. Onboard provides dynamic launch plans (called MAPs), which provide the flexibility your company needs along with a 360 degree visibility for all stakeholders -- enabling you to better manage your team and allowing your clients to stay on track and launch faster!

GuideCX

GuideCX

guidecx.com

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.

envivo.io

envivo.io

envivo.io

envivo is a digital sales accelerator that allows enterprises to easily personalise offers to prospects and customers, creating an engaging environment between the buyer and seller. envivo helps you take opportunities from lead to deal, with everything in one place, all while integrating seamlessly with your existing CRM. Gain insights you never had before as to how, and when, your sales content is being consumed! You can even integrate your favourite digital signing technology to get documents signed, and add a scheduling solution to allow prospects to easily schedule a demo or meeting. envivo. from lead to deal. engaging. efficient. elegant.

Seismic

Seismic

seismic.com

Seismic is the global leader in enablement, helping organizations engage customers, enable teams, and ignite revenue growth. The Seismic Enablement Cloud™ is the most powerful, unified enablement platform that equips customer-facing teams with the right skills, content, tools, and insights to grow and win. From the world’s largest enterprises to startups and small businesses, more than 2,200 organizations around the globe trust Seismic for their enablement needs. Seismic is headquartered in San Diego with offices across North America, Europe, and Australia. To learn more, visit Seismic.com and follow us on LinkedIn, Twitter and Instagram.

Uberflip

Uberflip

uberflip.com

Uberflip lets you quickly create contextual content experiences at scale. Close deals faster by serving relevant content that better connects with your prospective customers. Content is the backbone of every go-to-market motion. If you want to stand out and build meaningful relationships with your prospects and customers, you’ll need to deliver personalized experiences by serving the right content at the right time. Experience Management - Centralize & organize content from various sources to personalize destinations in minutes. Content centralization and management are key for personalization. Uberflip is a single platform to centralize and organize all of your content. Uberflip integrates with third-party content platforms so you can effortlessly import, manage, and tag your assets. From there, your marketing, sales, and customer success teams have easy access to approved content and can start building incredible destinations for every campaigns and Digital Sales Rooms with a no-code drag-and-drop experience.. The result? Less content waste, faster campaign launches, and a sales team that’s empowered with the best content for their prospects. Key features: - Content integrations (blog, Wistia, Vimeo, YouTube, Vidyard, Brightcove) - Tag manager and smart filters - Uberflip Pages - Uberflip Sales Assist (Digital Sales Rooms) - SEO optimization Journey Acceleration - Create curated content destinations for every buyer – and engage them across all channels. Uberflip empowers you to drive content consumption with content recommendations that keep your visitors on-site. With robust marketing automation platform (MAP) integrations, every interaction with content can trigger the perfect next step to accelerate the customer journey. Improve your conversion rates and speed up time to revenue by delivering personalized content that reduces friction in the buyer's journey.

Storydoc

Storydoc

storydoc.com

Storydoc is the leading alternative to static PDFs and presentations for business professionals. From pitch decks and one-pagers to long-form reports and proposals, Storydoc makes it easy to create beautiful and engaging decks using AI. With powerful integrations to your sales and marketing tools, you can track and automatically personalize your decks to each lead. As well as adding actional next steps to immediately increase lead engagement and conversion.

ClearSlide

ClearSlide

clearslide.com

We aspire to make every customer interaction successful. Every email, every meeting, and every presentation should be amazing. ClearSlide provides a complete Sales Engagement Platform that combines content management, integrated communications, engagement analytics, and guided selling to power dynamic engagement with buyers and maximize your existing CRM investment. ClearSlide customers achieve higher seller productivity, increased sales management effectiveness, and stronger customer-facing messaging. ClearSlide customers report: 10%-20% increase in closed deals 25% decrease in time to on-board new reps 50%-80% reduction in selling costs Sales Productivity An intuitive, integrated Sales Engagement Platform – with content, communications, and analytics at your fingertips to guide next step actions. Leader Effectiveness Powerful Engagement Quadrant Dashboards in ClearSlide and CRM improve deal visibility, coaching, and stronger forecasting and business results. Content Impact Recommend and promote content, providing reps the right content and tools at every point in the sales cycle. Refine and optimize messaging based on direct customer engagement and feedback.

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