SalesDirector.ai
salesdirector.ai
SalesDirector.ai is an agnostic revenue data platform that helps B2B sales organizations scale by capturing and delivering intelligent sales data and analytics to the entire revenue stack. SalesDirector.ai helps B2B sales organizations scale by delivering intelligent sales analytics to their CRM and BI tools. We capture email and calendar data from sales reps and cross-reference their CRM data to deliver predictive insights about their pipelines, behavior and customer interactions. These insights are delivered directly to their CRM or can be visualized in their favorite BI tool (such as Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). Armed with these predictive insights, sales organizations can accelerate and optimize their opportunity pipelines, increase their win-rates and power their entire revenue stack with reliable, intelligent sales data. SalesDirector.ai is used by leading software, technology and financial services companies like MongoDB, JD Power, Digital Map, Wicresoft and DeltaData. SalesDirector.ai is headquartered in Irvine, California. CRM DATA AUTOMATION SalesDirector completely automates the activity capture process for sales reps and enters it into your CRM without any manual intervention and without installing any plugins, extensions or software. Automated data capture saves sales reps an average of 25% of their total time - letting them focus more on selling. NO UI/UX Sales professionals already suffer from UI/UX fatigue. There is ZERO change management required to use SalesDirector.ai. SalesDirector delivers sales insights and intelligent data directly to their CRM or BI Tool of choice and does not require sales reps to learn another software interface. We believe that solutions that introduce “yet another UI” for sales reps to adopt is a long-term losing proposition YOUR DATA BELONGS TO YOU We believe that your sales data is your IP and that you should be able to access it directly at any time and any way you’d like. Your sales data should not be locked or inaccessible in a proprietary vendor’s data warehouse. SalesDirector’s revenue data platform is agnostic and can be used to power your BI Tool of choice (including Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). SALES FORECASTING Increase forecast accuracy and eliminate end-of-quarter surprises with objective, AI-enhanced forecasting. POWERING THE ENTIRE REVENUE STACK SalesDirector.ai’s intelligent sales data and insights can be leveraged across the entire revenue stack (New Business Sales, Customer Success, Account Management and Marketing).
Regie.ai
regie.ai
Regie.ai is an AI-based tool designed to streamline and optimize sales prospecting processes for businesses. Among its main functionalities, Regie.ai leverages Generative AI to facilitate the automatic identification and engagement of target accounts and contacts, even those not already present in your CRM system. The tool aims to make messaging more brand-specific and context-relevant for each recipient, thereby leading to more effective outreach and engagement. Regie.ai also prioritizes outreach based on engagement and intent data to ensure more precise targeting during active buying cycles. A unique feature of this tool is its ability to change the intensity of outreach depending on buyer engagement levels. Consequently, highly engaged buyers receive a consistent flow of communication, while unengaged prospects are nurtured at a slower pace until they are ready for sales, protecting your database health and improving the lead to meeting time. Regie.ai can be conceptualized as virtual Sales Development Representatives (SDRs) that work around the clock, without the need for additional human resources or third-party outsourcing. The platform supports a range of use cases such as cold outbound, LinkedIn engagement, sales nurturing, Inbound lead response, outbound on inbound, customer expansion, and more. Furthermore, the tool simplifies your revenue operations strategy by integrating with core RevTech systems to help automate the booking of sales team meetings.
Insightly
insightly.com
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform.
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
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.
Patch Customer Retention
patchretention.com
Unleash the True Power of Retention Marketing with the World's First, Fully Automated and Customizable Platform using RFM Segmentation. With over a decade of expertise, Patch has developed a top-of-the-line customer retention platform that helps Shopify brands increase their customer lifetime value and retain more customers, all in one place. Patch is the world's first retention platform with integrated RFM (Recency, Frequency, Monetary) segmentation. This model automatically segments customers into actionable buckets, including Loyal, At-Risk, and even Lost Customers. It enables you to create personalized, automated customer journeys for each customer to maximize engagement and revenue. Patch makes data-driven decisions possible without the need for data scientists. Furthermore, our full suite of retention tools includes the following: Automated Customer Journeys: Take action based on customer behaviors, whether loyal or at-risk. Email & SMS: Connect with your audience through personalized messaging using Email and SMS blasts. TextChat Widget: The New Era of WebChats. Seamlessly Continue Conversations with Your Customers via Text, Without Losing Conversation History. Loyalty & Rewards: Tailor rewards to fit your specific brand needs and goals, and track success with built-in analytics. Messenger: Text-enable your customer care team for streamlined communication, increased engagement, and more purchases. Review Requests: Boost your brand by social proofing your reputation with our automated review requests. Waivers: Turn your waivers into a marketing channel with the only waiver software with built-in marketing automation. Analytics: Gain actionable insights by segment with Patch's intuitive dashboards, enabling you to quickly understand and act on the data. Referrals: Turn loyal customers into brand ambassadors and reach new ones with referral programs.
Clari
clari.com
Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align buyers and sellers, spot risk and opportunity in the pipeline, increase forecast accuracy, and drive overall efficiency. Hundreds of thousands of revenue professionals at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra use Clari to make their revenue process more connected, efficient, and predictable. Visit us at clari.com and follow us @clari on LinkedIn.
Mixmax
mixmax.com
Mixmax is the easiest-to-use sales engagement platform, designed to help revenue teams move beyond "spray and pray" prospecting. With AI-powered insights, it guides you on who to contact, when to reach out, how to connect, and what message to send. Mixmax helps reps engage hard-to-reach buyers with personalized, multichannel sequences, email tracking and templates, calendaring, and engaging email enhancements like polls and surveys. They save time by working from their inbox instead of switching tabs, and automating repetitive tasks like Salesforce updates. Mixmax has an intuitive interface that reps love, helping them get up and running quickly. Without a duplicate or "shadow" CRM, implementation takes days, not months.
People.ai
people.ai
People.ai is the leader in guiding enterprise sales teams on the proven path to pipeline and revenue generation. The People.ai enterprise revenue intelligence platform ensures organizations speed up complex sales cycles by engaging the right people in the right accounts. Through our patented AI technology, People.ai enables sales teams to clearly see whom to engage within each of their accounts and exactly what to do to deliver the highest-yielding deals. Enterprises such as AppDynamics, DataRobot, Okta, and Zoom know that people buy from people, and that’s why people buy from People.ai.
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 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.
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.
SalesScreen
salesscreen.com
SalesScreen is a state-of-the-art sales performance platform that uses gamification and visualisation to empower sales teams to unleash their full potential. Our mission is to help our customers improve sales performance and build happier workplaces. SalesScreen is designed to meet the challenges of the modern world of sales. Our clients have told us of the industry problems that they encounter time and again: - The Problem: High employee turnover weakens sales culture and creates problems with onboarding. - SalesScreen Solution: Our platform is proven to boost staff retention. This is achieved through gamification and visualisation techniques that help to build a high-performance sales culture. - The Problem: Keeping track of all the key data and sales team performance metrics can be problematic for sales leaders. - SalesScreen Solution: SalesScreen’s dashboard offers all the analytics you need in one place. Our leaderboards and scorecards make it easy to take a deep dive into your key data and KPIs.
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.
lemlist
lemlist.com
Start conversations that get replies. Personalize cold emails, automate follow-ups, and engage with leads across all channels. lemlist is your sales automation and cold email software in one.
Outplay
outplayhq.com
Outplay is the only sales engagement platform that every growing sales team needs. It helps reps prospect, engage, track and sell from a single place without the need to juggle multiple tools and pay multiple bills.Outplay offers powerful and personalized multichannel outreach, outbound sales automations that level up efficiency, advanced reporting for data-powered insights and much more. Outplay has bi-directional integrations with a wide range of CRMs, inboxes and more to help sales teams book meetings and track performances from a single dashboard. Outplay's intuitive UI and industry-leading customer support gets teams up and running rapidly, to start booking meetings now. Not next quarter. With game-changing features like power dialing, AI-powered conversational intelligence and a lead sourcing database of millions, Outplay transforms sales engagement, without the hefty price tag.Switch out multiple point solutions and invoices with Outplay - the all-in-one sales stack for new-age teams. Get a built-in Sales Prospecting tool, Multi-channel Sales Engagement platform, Inbound Conversion and Scheduling tool and Conversational Intelligence platform to exceed your targets, not your budgets.
Upscale
upscale.ai
Upscale is a sales engagement platform that automates sales outreach by using multiple channels like email, phone calls, LinkedIn, text messages and more. Our data-driven unified platform helps streamline routine work and lets your sales team focus on what really matters - closing deals. - Multi-channel outreach (Email, Call, LinkedIn, WhatsApp, SMS, Voicemail) - Intelligent triggers to automate and save time - Easy to use interface - Free 24x7 support over phone, chat and email - Free onboarding support for success - Integrations with Salesforce, Pipedrive, HubSpot, Zoho, Gmail, Outlook, Vidyard, ZoomInfo, Lusha etc.
Kixie
kixie.com
Kixie is the sales engagement platform that boosts sales team performance with ultra-reliable, easily automated calling and texting for HubSpot, Salesforce, Pipedrive, Zoho, and other leading CRMs. Call or text numbers from your CRM – or any webpage in Google Chrome – in one click, with every interaction recorded automatically in your CRM. The Kixie PowerCall Chrome extension enables sales and other customer-facing teams to boost performance with a suite of advanced calling and texting features. Kixie automatically recognizes phone numbers on any web page you visit in Chrome, and places a click-to-call button next to each number for one-click dialing. Calls, texts, dispositions and activities are logged automatically in your CRM, practically eliminating the need for the tedious manual record-keeping that slows down salespeople in their day-to-day activities. Features include: • PowerDial through lists of contacts automatically. Boost productivity tenfold by dialing up to 10 numbers simultaneously with multi-line PowerDialer • Advanced AI-powered local presence lets users call from a number with the same local area code as the person they’re calling
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
Catalyst
catalyst.io
Catalyst is the leading platform for driving growth through your customers. Built to deliver value along the entire customer experience; Catalyst transforms new buyers into lifelong revenue. With retention-driven workflows and revenue-focused automations, we supercharge customer-centric teams. Catalyst’s seamless enterprise integrations centralize siloed customer data into the industry’s most intuitive platform, powered by advanced workflows. Automate and scale your best-in-class customer journeys; drive user productivity and adoption; and deliver clear insights into customer health that optimize the customer experience with precision—from onboarding to advocacy. Partner with Catalyst’s trusted team and intuitive platform to build, iterate and scale your customer-led growth strategy. Learn more at https://catalyst.io/
OnePage CRM
onepagecrm.com
OnePageCRM is the #1 action-focused sales CRM that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, follow up with every lead, keep the team on the same page, and close more deals, one sales action at a time. Save time and automate your admin and data entry. Generate leads in a click from anywhere on the web. Reap the CRM benefits on the go with iOS and Android mobile apps. Create deals and send sales quotes in less than 37 seconds. Any questions? We offer support via email, phone, and chat.
Chorus.ai
chorus.ai
Chorus by ZoomInfo is an AI-powered Conversation Intelligence platform that captures & analyzes all your customer engagements across phone calls, video meetings, and email so your team hits their number.
Reply.io
reply.io
Reply is a sales engagement platform that helps you automate & scale multichannel outreach, so you can generate more leads, acquire new customers and grow revenue faster.
Aloware
aloware.com
Aloware is an omnichannel cloud-based phone system and customer engagement platform designed specifically for small and medium-sized businesses (SMBs). One of the key features of Aloware is its integration with various CRMs such as HubSpot, Pipedrive, Zoho to name a few, and communication channels, including VoIP phone calls, SMS text messaging, and email. This allows SMBs to manage all their customer conversations from a single dashboard, making tracking interactions easier, prioritizing leads and support tickets, and ensuring timely follow-ups for sales and support teams. Aloware also boasts its TCPA-compliant Power Dialer which aids agents in maximizing their call productivity without fear of accidentally dialing DNC numbers, or being tagged as a "scam". The latest addition to Aloware's roster of competitive features is its very own in-app AI chatbot, AlohaBot, which does not require a third-party app integration, making it smoother, faster, and the most advanced in the market. Paired with the legendary Sequence+ that empowers businesses to automate workflows and trigger actions such as SMS/MMS, call, and email campaigns, Aloware equips SMBs with an all-in-one communication tool to gain the sharpest edge in their industries.
DripJobs
dripjobs.com
DripJobs is the Newest All-In-One Sales & Project Management Platform for Home-Service Professionals. Automate Follow-Ups, Track Jobs and Easily Send Quotes with DripJobs DripJobs is the Home-Service Pro Command Center of the Future. DripJobs allows Home-Service Professionals to Automate Follow-Ups, Track Jobs and Easily Send Quotes. DripJobs is perfect for Residential Home-Service Contractors in the following industries: • Painting Contractors • Cabinet Refinishing Companies • General Remodeling Companies • Junk Removal Companies • Moving Companies • Flooring Installers • Roofing Contractors • Fence Installers • Solar Companies • Handyman Services • Tree Care • Granite Installation • Hardscape Contractors • Drywall Contractors • +More! The DripJobs app is designed for you and your team to easily organize and optimize your day. Run your day-to-day operations from anywhere with a 360-view of every single job every step of the way. AUTOMATION FOR HOME-SERVICE PROFESSIONALS: • Automatically follow up with new leads entering the system • Automatically follow up with customers you’ve sent proposals to • Automatically send review request after job is complete • Automatically send updates on appointment and job start dates & times ORGANIZATION LIKE NEVER BEFORE • Deal Staging allows you to see where each customer is during their specific buying journey • Automate the Deal Stages by taking actions on a Deal • Efficiently schedule appointments and jobs with two separate calendars • View all proposals and invoices relating to a Deal in the Deal Command Center • View contact history of past deals, communication and contact information • Separate “Jobs” and “Deals” with two separate Pipelines THE ULTIMATE CRM FOR HOME-SERVICE PROS • Send “Blast” marketing messages to deal-specific contacts or entire contact database • Send text messages & email in-app • View when customers open proposals and read emails • Easily send proposals on mobile • Easily send and accept payments on mobile • Multiple User access for Salespeople and Project Managers • Drip Marketing Automation based off of Deal Stages • Zapier Integration • HomeAdvisor Integration • Customer Portal for easy customer proposal, invoice, scheduling interaction • Custom URL for easy client Appointment Request • Unique SMS Phone Number for 2-way in-app texting • GPS To Jobs Directly From App •
Salesken
salesken.ai
Salesken.ai is a conversational intelligence platform that helps sales teams improve performance and reduce acquisition costs. The tool gives sales reps real-time cues during their conversation to help them engage their customers better. The platform gives managers and sales reps visibility into every call, via detailed Call Analytics including emotions, objections, intent etc.
Angaza
angaza.com
Angaza is a complete business solution for distributors of life-changing products like solar home systems, water pumps, and cookstoves. With Angaza, over 200 distributors have sold over 2 million devices to consumers, with the potential to unlock market access to the 1 billion off-grid and unbanked consumers. Angaza’s technology comprises pay-as-you-go metering and monitoring technology for products like solar home systems and solar water pumps with a cloud-based platform that enables the sale of any product, from solar home systems, clean cookstoves, mobile phones, and more. Angaza allows best-in-class device manufacturers and last-mile distributors of off-grid energy products to expand their customer base and access data-driven market insights. Angaza’s partners can launch their pay-as-you-go program today without the investment of building and scaling the necessary technology. For distributors, the Angaza platform comprises the Hub -- a customizable, web interface that manages all aspects of a pay-as-you-go distribution network, and the Activator -- a smartphone app that facilitates distribution sales operations in the field. Combined, the platform gives powerful, actionable insights into how to optimize product distribution, grow sales, and build lasting relationships with clients. For manufacturers, Angaza has multiple options to integrate field-tested, smart, pay-as-you-go metering, and monitoring technology into solar home systems and household devices. Angaza offers an open-source device protocol called Nexus, enabling manufacturers to easily create and manage a wide range of interoperable pay-as-you-go devices. This is accomplished by having a single, universal repository for storing device identity and device state, independent of product manufacturer and software platform. Based in San Francisco and Nairobi, Angaza’s platform supports distributors in 50 countries around the globe, with concentrations in sub-Saharan Africa, Asia Pacific, and Latin America.
Demodesk
demodesk.com
Demodesk is the leading platform for virtual sales. Schedule meetings on auto-pilot, run professional video meetings, and coach sales teams in real-time with AI. 100% GDPR compliant, enterprise-grade security and support. The platform automates repetitive tasks and streamlines the entire sales process, enabling sales representatives to focus on building relationships and closing deals. Features such as automated scheduling, real-time note-taking, and CRM integration optimize efficiency and productivity. With Demodesk, sales professionals can deliver captivating product demos that go beyond mere slideshows. The platform offers revolutionary screen-sharing and interactive capabilities to create an immersive and personalized experience for prospects, leading to increased engagement and higher conversion rates. Features like shadowing or integrated playbooks and battle cards, enable real-time coaching during virtual calls. The platform offers comprehensive analytics and reporting features that provide actionable insights into sales performance. Armed with this valuable data, sales leaders can make data-driven decisions, optimize sales processes, and identify areas for improvement. Businesses of all sizes rely on us to digitalize sales, boost productivity and drive more revenue. Key results from our customers: +25% time saved on manual tasks (Pipedrive) ↑ 2x conversion rate (Clark) +30% higher revenue per seller (Treatwell) ↑ 3x increase in agent productivity (Eigensonne) For more information visit demodesk.com.
Goodmeetings
goodmeetings.ai
Goodmeetings is a video first AI & Analytics enabled platform built exclusively for remote sales. Beyond traditional video meeting needs of sales teams, it automates sales workflows for productivity & leverages AI to provide dynamic cues & nudges for sales conversion. It also empowers sales leaders through smart meeting meta data management & sales performance analytics.
SmartWinnr
smartwinnr.com
SmartWinnr is a comprehensive platform that keeps your sales teams up-to-date with product knowledge, guarantees uniform messaging during customer interactions, and increases sales at the same time. SmartWinnr is fully integrated with Salesforce.com We use - Gamified KPIs to boost sales - Track incentives at real-time for more visibility and transparency - AI-driven quizzes and regular reinforcements to drive knowledge - Continuous coaching to improve customer interactions
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