Alternatives to Clickbase BI
Compare Clickbase BI alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Clickbase BI in 2026. Compare features, ratings, user reviews, pricing, and more from Clickbase BI competitors and alternatives in order to make an informed decision for your business.
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Nutshell
Nutshell
Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.Starting Price: $13.00/month/user -
2
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
3
Conquer
Conquer
Conquer makes selling smarter by delivering intelligent sales insight, engagement, and automation. Conquer works from a single pane of glass inside Salesforce to connect your sellers with your economic buyers faster, with less effort, and better results. - Reach and close buyers faster by combining enterprise grade voice and omnichannel communications with smart follow-up cadences. - Gain visibility and drive rep efficiency without relying on rep data input through automated logging of all rep activities without application switching in a “single pane of glass” in Salesforce.com. - Close more revenue with less ramp up and training through guided selling with real-time delivery of competitive battlecards and objection responses. - Understand your revenue generation process at a deeper level with Conquer’s intelligent reporting correlating every rep action to closed-won opportunities. Ready to Conquer your day? -
4
Sales Analysis & Forecasting Tool
SAFIO Solutions
SAFIO Solutions is a cloud based, forecasting software solution for inventory optimization, delivering a comprehensive platform that provides vision, efficiency and analytics to make strategic decisions for improved operational performance. Utilizing a proprietary Sales Analysis & Forecasting Tool, SAFIO Solutions integrates a client’s vital data into a single, convenient and user-friendly interface, one that is intuitive to the information a planner needs to make impactful and efficient decisions, because it was developed by a planner. Get the reporting & analytics needed to focus on emerging trends, opportunities and liabilities where action can then be taken to achieve desired results. Gain the confidence to forecast simply, efficiently and accurately. Available to use on multiple devices wherever you are: at home, in the office or traveling. -
5
Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
6
Veloxy
Veloxy
VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.Starting Price: $49 user/month -
7
QuotaPath
QuotaPath
QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.Starting Price: $15 per user per month -
8
Alphalyr
Alphalyr
Alphalyr is a next-generation BI platform. It contains everything you need to build and scale the perfect collaborative sales reporting system in record time. Unlike other solutions, Alphalyr is not just a data visualization toolbox. It comprises 7 layers that work together to analyse your 360° sales data and to align your business operations. Alphalyr connects to all your offline and digital data sources so you can understand what is happening in your sales funnel in real time. We filter and collect only the data points that matters for sales analysis based on the level of detail, the frequency and changepoints relevant to each business user or sales reporting use case. Channel and geographical splits are consistent by design. Alphalyr converges and maintains all your sales-related data in a consistent, meaningful, and accessible structure. The Alphalyr data store is optimized for online-offline sales analysis and reporting. -
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Qymatix Predictive Sales
Qymatix Solutions GmbH
Qymatix is an AI startup helping B2B companies transform sales data into insights that support profitable growth. The artificial intelligence-based Qymatix Predictive Sales Software provides analytics for cross-selling, churn risk and pricing in traditional and digital channels. Qymatix Solutions GmbH has developed a unique cloud technology that combines data models for machine learning, artificial intelligence, and HTML5 data visualisation for ERP and CRM Systems. This advanced predictive sales analytics software enables sales managers in business-to-business to perform cross-selling, churn prevention and pricing analytics in one click.Starting Price: Ask us. -
10
Accent Technologies
Accent Technologies
Accent’s Revenue Enablement Platform has the most extensive capabilities of any. It contains all the key features for revenue enablement letting you consolidate and reduce costs. Searching returns the right resources quickly. Search for anything—documents, videos, training materials, people, email templates, web meetings—you name it. Content surfaces based on the sales situation. AI sifts through the situational variables intelligently locating relevant content based on the sales situation. Deliver tailored, personalized materials quickly and easily to connect with buyers and move deals forward. One-click personalization makes it super simple. Share through private buyer portals and track all buyer activity. Real-time alerts let reps catch buyers in their moment of interest. Marketing AI brings visibility into how content is performing. See who it’s used with, when, and how buyers respond. Roll-up views and content scorecards bring incredible insight. -
11
Zip Forecasting
Hubworks
Integrations can be a pain but, we've made it super simple with Zip Forecasting. Our POS integration tool walks you through the process in less than 10 minutes. When you are setup, you'll be able to generate your first sales and transactions forecast for the following week. Generate sales and transaction forecasts with a single click. Detailed forecasts allow you to drill down to 15-minute intervals ensuring pinpoint accuracy. When used with Zip Schedules, these forecasts make business more predictable helping you reduce over and under labor scheduling. And, when used with Zip Inventory you'll always know when it's time to restock. Anticipating increased demand because of a big event or maybe fewer sales because of bad weather? Zip Forecasting makes it easy to adjust forecasts for upcoming weather and events. Sales and transactions can be edited at the day level and on 15-minute intervals. -
12
Revvy
Revvy
Understand cadences' performance and track your team activities. See leads, contacts, accounts, events, opportunities, cases, and campaigns. Learning new apps, and their custom business logic in each company is a pain for anyone who's not in Sales Ops, resulting in data remaining locked inside these apps. Our goal is help Sales teams be on top of their game by accessing relevant sales data easily and fast, instead of relying on Sales Ops to pull reports & KPIs for them. While Revvy is used mainly to show salesforce and other applications' data, you definitely do not need a salesforce license to generate or view reports via Revvy. Revvy is free to use and allows you to share salesforce-based data with anyone regardless of whether they have a seat or not. BI systems were designed to perform heavy lookups and data queries for analysis. Revvy is focused more on operational insights.Starting Price: $25 per user per month -
13
Sidetrade Augmented Revenue
Sidetrade
Augmented Revenue uses Sidetrade’s AI assistant, Aimie, to predict customer behavior and the best actions needed to retain customers and grow sales to them. Increase customer lifetime value by driving more upsell and cross-sell revenue with targeted offers and campaigns. Augmented Revenue uses predictive analytics to help organizations understand their customer behavior and proactively take action to retain customers and grow sales to them. Sidetrade’s AI, Aimie analyses real-time data to understand patterns of behavior, then makes recommendations to increase customer loyalty and to uncover additional sales opportunities. She uses Sidetrade’s proprietary algorithms to predict customer churn in the coming months. Based on this insight, you can model revenue at risk from customers likely to leave you and take proactive steps to retain them. Augmented Revenue also predicts the best offer or action most to succeed in upsell and/or cross-sell to your existing customers. -
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HubSpot Sales Hub
HubSpot
Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.Starting Price: $50 per user per month -
15
ORM Technologies
ORM Technologies
ORM delivers an easy to use cloud-based solution that leverages ORM's deep expertise in Optimization and Statistical Analytics. ORM's has available cloud-based solutions focused on enhancing the Sales and Marketing functions in a company. Solutions include Optimized Sales Management and Optimized Marketing Management, both solutions include predictive analytics and optimization as well as an enhanced set of report and data analytical capability. The common theme across all solution areas is a minimum cost savings of 5% - 15% or greater and significantly enhanced reporting and data management. We’re the only sales & marketing performance analytics platform that prescribes clear and direct action plans to give you the insights you need to increase revenue.ORM Technologies believes that data should make decision making easier. It’s like having a personalized data scientist on your team. -
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revVana
revVana
The only platform dedicated to plan and maximize revenue. revVana is the first platform that standardizes your view of revenue across CRM and financial applications by providing a single source of truth for all sales commitments and automatically creates associated revenue plans. The constant question “Why are we not seeing the revenue we expected?” can now be answered — and more importantly, corrected. With revVana Plan, you can instantly forecast revenue from your open and closed sales commitments over time within existing CRM systems that fall short when converting sales into revenue forecasts. revVana’s flexible revenue scheduling engine automatically creates forecasts at the account, opportunity, or any other sales level from your CRM data. revVana Insights lets you easily analyze, compare, or contrast your planned sales commitments against changes to those commitments, as well as other scenarios such as actual revenue, corporate budgets and sales quotas. -
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InsightSquared
InsightSquared
Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more. -
18
INFOFISCUS
Infometry
Financial planning and budgeting is no longer a daunting task. Most scalable finance dashboards, scorecards and advanced analytics solution. End to end solution for end to end organizational analytics. Automation and scheduling of file transfer is a click away. Supports team drive and shared drive. Create, delete or update files. Permission access control and comment replies. Automated data transfers. Cloud based comprehensive analytics solutions for finance, sales operation and supply chain. Infometry is a world-class technology and Data Management Solutions, an analytics solutions provider focused on delivering solutions for data warehouse implementations, enterprise performance management (EPM), business intelligence (BI), big data analytics, predictive analytics and enterprise search, and text analytics. Our guiding principles steer us in our mission to help clients realize their full potential by delivering business insights to increase profitability, and revenue. -
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MSPCFO
MSPCFO
Your business and its client relationships are dynamic. You may not have the ability to see the specific areas of financial inefficiencies and lost revenue opportunities without dedicating hours of number crunching to generate static spreadsheet. MSPCFO gives you the granular data you need to see exactly which of your agreements, engineers and clients are profitable, and which ones are lowering your profitability every month. Our business intelligence platform with over 50 real-time reports gives you the power to identify, diagnose and track drivers of revenue and drags on profitability. The information you need to increase revenue is locked in your PSA. Unleash it today. MSPCFO provides you the granular data you need to identify which of your agreements, engineers and clients are profitable; and which ones are lowering your earnings each month.Starting Price: $175 per 3 users per month -
20
QFlow.ai
QFlow.ai
The machine learning platform that unifies data, orchestrates intelligent behavior across revenue-generating teams, and delivers out-of-the-box attribution & actionable analytics. QFlow.ai processes the gigabytes of data that your Salesforce.com instance is collecting in its activity table. We normalize, trend, and analyze sales effort to help you generate more opportunities and win more deals. QFlow.ai uses data engineering to break down outbound activity reporting based on a crucial factor: whether or not they were productive. It also automatically surfaces critical metrics like average days from first activity to opp creation and average days from opp creation to close. Sales Effort data can be filtered by team or by an individual to understand sales activity, and productivity trends over time.Starting Price: $699 per month -
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Azurepath
Azurepath
Azurepath is an easy to use lead management software created to help generate, manage, and boost prospects. Using the drag and drop feature, users can easily track activity, keep leads current, generate reports and forecasts, and create critical insights automatically and in real-time. Never lose track of another lead again and track all account history by giving your sales team the edge they have wished for by implementing the Azurepath solution.Starting Price: $14.95/month/user -
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Scout by Miller Heiman Group
Miller Heiman Group
Today’s sellers struggle with an overwhelming number of decisions and where to best allocate their resources. At the same time, sales managers battle to measure and improve overall sales effectiveness because existing CRM data lacks actionable insights. Scout by Miller Heiman Group overcomes these sales hurdles. By combining the methodologies covered in our sales training programs Strategic Selling® with perspective, Conceptual Selling® and Large Account Management ProcessSM (LAMP®) with powerful, analytics-driven sales technology, Scout increases the likelihood of winning sales, and helps sellers integrate Miller Heiman Group’s core methodologies into their selling activities. Improve adoption of core sales methodologies to positively impact team performance. Leverage mobile-first design for easy accessibility anywhere, anytime. Coach sellers in a scalable, more personalized way. -
23
Insight for Sales Strategy
MBAWare
Insight for Sales Strategy easily adapts itself to the specific steps involved in closing a sale for your company's products. Accounts can be entered or imported from your contact manager or CRM system. Each account can then be tracked through each step in the sales process to determine its precise status as it moves from a lead to a prospect to a closed sale. Multiple accounts can easily be prioritized to determine prospects with the greatest chance of sales success. The sales pipeline can be exported into an Excel-compatible spreadsheet. Insight for Sales Strategy helps you review each account to determine its probability of success. In addition to tracking the account status through the pipeline, the salesperson can assign each prospect with a contract value (made up of individual product charges), the status of any required reviews within the customer's organization (e.g. financial, legal, etc.) and an overall probability of closing.Starting Price: $229.95 one-time payment -
24
SalesStreamliner
SalesStreamliner
SalesStreamliner makes doing business easier for channel sales operations and partners, by automating manual sales tasks and connecting cross-channel partners independently all-in-one system. Grow your sales team with ease and confidence. Easily manage direct sales reps and channel sales in one unified system without conflict. Expand your business with ease. Manage multiple product lines & multiple sales channels all-in-one system without conflict. Franchise business operations in a box. Provide your franchisees with sales automation and watch them take off and thrive! Successful small business owners are master multi-taskers. SalesStreamliner makes multi-tasking easier, so you can focus on selling and servicing your customers. Get started with your SalesStreamliner turn-key solution in five easy steps.Starting Price: $49 per user per month -
25
Aviso
Aviso
Aviso has over six years of predictive AI modeling expertise proven at Fortune 500 ($5B+ scale) as well as high-growth business leaders. Aviso’s predictive forecasting delivers 98%+ accuracy, flexibility across net new and renewal business models, and deep enterprise customization. Aviso’s unified forecasting blends the best of human and AI judgments with the most sophisticated global roll up forecasting in the industry, helping sales reps, managers, and VPs of Sales focus on what lies ahead and drive timely team actions. Aviso is also the only tool on the market to predict run rate business. Get insight into all deals called in and out of forecast with Deal Level Forecasting. Audit your trail of judgment applied across all levels of management (roles, deal amounts, CRM fields). Immediately see discrepancies and address disagreements between members of your sales team on whether a deal is in or out of forecast. -
26
Demand Sage
Demand Sage
Enterprise-grade marketing intelligence for everyone. Demand Sage connects to your marketing systems to generate a live reporting suite in Google Sheets. Supercharge Sheets to create exactly the reports you need. Harness AI to discover unseen opportunities. Answer your toughest marketing questions with auto-generated reports. Best practice templates give you out-of-the-box reports and insights on attribution, funnel optimization, account-based reporting, and much more. Go beyond your dashboard with the ability to filter, pivot or intermingle your data. Create the exact reports you want with our flexible building blocks. Easily create customized reports and adjust them on-the-fly with our versatile no-code tools. Our interactive report builder and =SAGE() dynamic lookup formulas allow you to pull data directly from your marketing systems. Analyzing data thoroughly is hard, even for a data scientist. Discover unseen anomalies, trends and opportunities. -
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sales-i
SugarCRM
sales-i is sales enablement software designed to increase your sales efficiency and effectiveness and make every conversation more insight-led and profitable. Gain better insights to make smarter decisions with our award-winning software for wholesale, distribution and manufacturing companies. With complete visibility into the inner workings of your business and customer base, you’ll have unmissable cross and up-selling opportunities on tap, fast insight into any changes in customer spend and truly delighted customers. -
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Gryphon ONE
Gryphon.ai
You need solutions, not more problems. Get the answers you need to overcome objections, streamline sales processes, and unleash the power of your data. Calling it clairvoyant might be a stretch. But our conversation intelligence solution can capture the insights you need to deliver relevant coaching, drive team performance, and win more deals. Right when you need it. Conduct sales & service calls through the Gryphon platform using any phone, tablet, PC or application. Empower & protect your org with real-time screening & collection of call data automatically. Get unsurpassed, accurate visibility into sales & service rep activity & performance on-demand. Steer any conversation toward success. With real-time, in-call sales coaching, you’ll never miss another opportunity to close a deal. Unlock the next level with our powerful sales coaching platform.Starting Price: $50 per user per month -
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Bedrock Analytics
Bedrock Analytics
The premier CPG data analytics platform for stronger, faster sales growth. Conveniently compare and contrast different products and markets in a library of easy-to-understand visualizations. Analytics like Trend, Share, Rank and Gap are no longer difficult concepts to understand and communicate value around. Our cloud-based data analytics platform that transforms complex data into simple visuals for branded sales presentations to retail buyers. Consultation services you can add on to the Core platform. They include custom analysis, competitive intelligence, category insights and more. A subscription-based content platform within Core that auto-creates personalized sales decks, videos and more from your data. -
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iSEEit
iSEEit
Qualify more effectively, increase your sales process adoption rate, and close more deals with iSEEit on Salesforce. Evidence-based forecasting. Identifying gaps early in the sales cycle. Tracking progress to reduce deals from slipping. Visualize the buying circle. Understanding their roles and motivations. Making sure that sales is talking to the right people. Being a seasoned sales professional, our founder and CEO, Rizan Flenner, is well versed in the field of Enterprise Sales. Starting out as a Sales Rep and then working his way up to becoming a Sales Leader, he’s had many opportunities to work for the world’s most innovative companies who offer state-of-the-art software to clients such as CA Technologies, Dynatrace, Mercury interactive, BMC, and MongoDB. As a native Salesforce app, the iSEEit Opportunity Management Tool helps you visualize your sales process and seamlessly integrates all your data into one platform.Starting Price: $10 per month -
31
Pega Sales Automation
Pegasystems
Keep up with changes to your forecast, account engagement levels, and understand the overall health of your business. Predict and act on moments of opportunity across any channel for greater close rates and seamless customer experiences. Eliminate sales complexity with dynamic opportunity management and end-to-end automation. Eliminate blind spots across the sales journey while driving engagement. Pega’s opportunity insights, next best actions, guided selling, and real AI empower sellers to take action when it’s relevant. -
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Zendesk Sell
Zendesk
Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.Starting Price: $19 per user per month -
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BoostUp
BoostUp.ai
Achieve Revenue Excellence, Quarter after Quarter. Goodbye, seller opinions. Welcome, contextual intelligence. Obtain accurate and reliable forecasting. Improve your forecast accuracy by over 25%. Discover forecast risk from the context inside emails and calls, not seller opinions. Receive real-time BI and reporting agility. Recapture 20+ operational hours a week from manually assembling your reports and forecasts. Get out of the box BI dashboards and create new reports easily. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. The BoostUp Advantage. All functionality out-of-the-box. Complete, Flexible Forecasting. Forecast risk management -
34
Optymyze
Optymyze
Drive performance of the salesforce with actionable performance insights delivered through mobile apps. Promote transparency and trust in the salesforce through plan communication and governance processes. Simplify comp plan building process for analysts with innovative comp model builder. Improve productivity of sales commission administration through dispute and payment management processes. Improve quota performance of the salesforce with actionable performance insights. Promote transparency and trust in the salesforce through quota and adjustments communication. Simplify quota setting process for analysts with innovative quota model builder. Improve effectiveness of the quota setting process with a variety of quota analyses for analysts. Improve salesforce execution by providing map-based territory level data visualizations. -
35
Percolata
Percolata
We use machine learning to help organizations make smarter marketing and operations decisions. We provide predictive analytics to accurately forecast sales and foot traffic at each store hourly so that organizations can optimize staffing & delivery levels at times when customers need the most help. Our proprietary deep learning technology enables marketers to optimize marketing budget to drive more sales to their virtual stores. Global companies use our solutions to optimize marketing and staffing that boost sales and enhance customer satisfaction.Starting Price: $0.85/month -
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SalesStatsVisualize
SalesStatsVisualize
SalesStatsVisualize is a powerful web application designed to simplify and enhance the sales data analysis experience for Etsy shop owners. This tool addresses the common challenges of managing and interpreting sales data, providing a user-friendly interface and comprehensive insights. The platform allows Etsy seller to stop wrestling with spreadsheets and analyze their sales and orders data interactively by simply connecting their Etsy shop. Key Features: 1. Interactive Sales Data Analysis 2. Monthly Financial Reports 3. Clear Visualization 4. Sales and Expense Tracking 5. Inventory Management 6. Customer Insights 7. Keywords research tool 8. Spy on the competition SalesStatsVisualize empowers Etsy shop owners with the tools they need to manage their businesses more effectively, offering deep insights and actionable data to drive growth and success.Starting Price: $10.58/month -
37
Vortini
Vortini
Sales forecasting is always an important but challenging activity. This is, even more, the case when the business is experiencing change. Combine current pipeline details, historical analysis and behavior patterns to flag off-track forecasts and suggest a plan B. Mine your CRM for normally hidden deal data to construct a full history of forecasts, even if you haven’t kept them. Auto-populate your forecast with a recommended mix of deals based on current and historical deal data. Sales forecasts their next period, while Finance forecasts the next fiscal quarter and year. No need for dual forecasting systems. Sales isn’t just about the figure– you need analytics to understand and build on their potential to identify areas of under-performance and improve sales effectiveness. To thrive and succeed in today’s competitive environment you need to understand your customers, analyze their next move, and make the right offering. -
38
Dear Lucy
Dear Lucy
We have worked with hundreds of sales teams and know what they need. We fetch the most popular sales metrics from Pipedrive, HubSpot or Salesforce and visualize them in interactive, user-friendly dashboards. You can also bring in custom data fields from your CRM to complement the standard data sets. Dear Lucy brings your chosen metrics to one, simple view that is easy to use, always available and always up-to-date. Dear Lucy’s goal engine allows you to define sales targets in a flexible way, and monitor progress in real-time. Dear Lucy compares actuals to targets and shows red and green lights to illustrate where you are on target and where you are behind. This makes it super-easy to see how your team is doing at a glance. You can define goals for sales activities, revenue, offer base, hit rate, and much much more. The targets can be defined for company, team, business area, sales rep or pipeline.Starting Price: €149 per month -
39
Inception CRM
D3S
Inception CRM is a robust and user-friendly CRM solution for primary and specialty care as well as retail pharmacy life science field sales teams. A GDPR-compliant solution, Inception CRM is fully adapted to the needs of European life science organizations. It offers end-to-end support to reps in the field, helping them plan, execute and optimize their sales campaigns. Inception CRM guides users through their daily tasks, while providing valuable insight into their customers, territories and opportunities. Inception CRM’s powerful search helps sales reps quickly find the right customers, while detailed customer cards tell them everything they need to know. Inception’s intelligent workflow-based planner keeps field sales reps productively focused on the right tasks so that every sales campaign is a success. -
40
Conga Grid
Conga
Are you looking for a faster way to manage your Salesforce data? Conga Grid empowers you to quickly navigate, visualize, and manage Salesforce data across multiple objects from a single grid. You’ll get clean and up-to-date data every time, resulting in better documents and happier customers. Ensure your data is always accurate and up-to-date so you can provide insights that drive meaningful action. Conga Grid makes workflow management easy, with a 360-degree view of your data on a single screen. Say goodbye to endless clicks with Conga Grid. Inline edit saves you from clicking through Salesforce records over and over to access data. Plus, update data 50% faster and increase productivity 10x with bulk edits. Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end. Bring all your Salesforce data together. -
41
Revenue Grid
Revenue Grid
Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring best results, deals at risk, and steps with the greatest impact. Guided selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. Our philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by having complete visibility into the pipeline, deals, and team activity, gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel and getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks. Know the status of every deal, what happened before and what’s going to happen next. -
42
SalesChoice
SalesChoice
An AI app on Salesforce for B2B sales that increases win rates, reduces cost of sales & improves Salesforce adoption. SalesChoice is the easiest and most comprehensive AI insights platform for sales analytics that has won over 17 industry leadership awards and promises to end revenue uncertainty and sales inefficiency for B2B sales teams. - The easiest to use: Game-changing insights appear in your CRM, right in your reps’ and managers’ existing views. They are so clear and easy to see they require absolutely no training. - The most comprehensive: Only SalesChoice reveals all the essential views and next-step best actions needed to guide you and your sales team across your entire revenue operations. “SalesChoice better targets best opportunities that are likely to win & avoid deals that have low odds of closing.” – 2020 Sales Mastery AI for Sales Solutions GuideStarting Price: $50/month/user -
43
Kluster
Kluster
If you want a platform that is designed by a handful of people at one company, go with someone else. But if you want a platform that is updated daily with the workflows your peers use to beat target, get in touch. Embed forecasting processes from sales reps up to leadership, and augment with multiple AI and analytical methods for crystal clarity. Ever been alerted by your bank about that large purchase you just made? We do that for changes in activity and pipeline that will impact next quarter's revenue. Want to dig into the data? Use interactive tools to engineer your perfect outcome, and assign KPI targets to your team to track real time progress. Stop spending your evenings with screenshots and PowerPoint. Report to management, and have your team report to you, with real time interactive dashboards. Community-designed best practice for every person in the revenue function. -
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OneInsight
OneInsight
OneInsight is built to deliver the richness of customer data created with Marketo into any sales environment, thereby opening up true marketing & sales integration for any Marketo-powered organization. OneInsight delivers complex information through a simple UI. Letting your sales team immediately identify the best-qualified customers – saving precious time. Built to deliver the full potential of Marketo to sales and truly unlock marketing & sales alignment in organizations — all done at the speeds necessary to make decisions in step with your customers. If information alone is not enough to close a deal OneInsight provides your Sales team with the possibility to reach out directly to your customers. OneInsight leverages Marketo’s Best Bets to identify exactly those people who will give your sales team the best chances of creating revenue.Starting Price: $30 for 5 seats per month -
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Vertify
Vertify
Don’t Take Your Data For Granted. Use Revenue Operations Intelligence. Accelerate time to revenue and increase new customer acquisition with Vertify. Connect your revenue platforms. Complete automation, no coding required. Real-time data connection. Access to 170MM+ B2B ideal customer contacts. Improve inbound leads with webform optimization. Automatically clean B2B contact data. Replace spreadsheets with automated impact reports. Retain more and target better. Create a faster time to revenue. Stop using 5+ different revenue applications to build reports. The fact of the matter is you’re not looking at the complete picture. You’re killing productivity and revenue. Vertify RevConnect is a no-code solution that can seamlessly connect any system and give you complete control over data standardization and data flow. Teams are aligned and collaborating to identify the best opportunities to drive faster time to revenue through smart marketing and targeted sales.Starting Price: $460 per month -
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Forecastable
Forecastable
Sales Acceleration software can help you build sales, drive revenue acquisition and retention by giving you the tools you need to “work the account” by improving both your systems and your process. The longer you wait, the more time for different stakeholders to form political camps. You MUST move quickly to have the greatest chance of closing. Provides more control of deals through advanced account planning and opportunity management. You know what next steps to follow, who’s involved and key deal activities to be completed. Build sales by ensuring your deals are closed as quickly as possible. As a sales leader, you’re challenged with maximizing revenue production. To build sales, you must empower your teams to create more opportunities, increase win rates, and shorten sales cycles. As stakeholders begin responding, it’s important to strategize with your teammates around messaging and positioning. -
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Followup CRM
Followup CRM
Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.Starting Price: $55/user/month -
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Perenso Trade Show
Perenso
Increase event success with Perenso's all-in-one event software solution which specializes in complex B2B ordering requirements. Covering pre-show, at-show and post-show requirements, Perenso Trade Show features enable more effective event marketing, reduced administration burden, easier live show sales, and better show intelligence. Combine with Perenso Cloud Show, a virtual trade show platform, to reach more customers, grow your revenue, and protect your business. Features include event registration, ordering, mobile event app, lead capture, content management & sharing, vendor negotiations, integrations, and reporting & analytics. Whether it's an in-person event, a virtual trade show, or a hybrid event - we've got you covered. -
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CloudApps
CloudApps
Helping businesses increase sales results by providing sales leaders with deep insight into deal health, giving them the tools to drive every rep to quota and taking forecast accuracy to unprecedented new heights. Thanks to The CloudApps sales effectiveness and accuracy platform, our customers are increasing win rate by 20%, average deal size by 19% and achieving forecast accuracy of over 95%. How? By using AI and behavioral science to track & promote the right sales behaviors at the right time. Helping sales executives forecast, predict & improve sales results using artificial intelligence and behavioral science. By tracking sales behaviours, we provide the deep insight needed to assess deal health, determine pipeline quality and pinpoint the behaviours of top performers. We help create a data-driven path to closure for each of your deals and increase win rates across the board. -
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SellScience
scaleMatters
Eliminate Waste. Unleash Growth! scaleMatters uses BI and data analytics to deliver massive efficiency gains in sales and marketing for SaaS and subscription businesses. Identify and eliminate your wasteful sales and marketing spend. Reduce your Customer Acquisition Costs by 25%-75% (proven). Redeploy capital towards growth or profitability. The Problem ~50% of sales and marketing spend by SaaS companies is completely wasted. Here's how it happens: Starts with Bad Data and Processes. Poorly configured sales and martech stacks are a breeding ground for garbage data. Bad Data Fuels Poor Decisions. Without the good data and insights to inform decisions, scattershot sales and marketing occurs. Results in Rampant Inefficiencies. Precious time/capital burned on poor performers, process friction points, low yielding strategies, etc. The impact systemic sales and marketing waste drives up CAC and suppresses revenue growth. Status Quo is No Longer an Option.
