Alternatives to Plan2Win

Compare Plan2Win alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Plan2Win in 2026. Compare features, ratings, user reviews, pricing, and more from Plan2Win competitors and alternatives in order to make an informed decision for your business.

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    Freshsales

    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.
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    Starting Price: $9 per user per month
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    DemandFarm

    DemandFarm

    DemandFarm

    Key Account Management (KAM) is broken today. Sales leaders have limited confidence in their people, processes, and tools, thanks to static account plans built on PPTs and point solutions. At DemandFarm, we're on a mission to unlock the world's Key Account Management black boxes so that you can: 👉 Visualize complex organizational hierarchies 👉 Unearth hidden growth opportunities 👉 Build proactive stakeholder engagement strategies 👉 Create context-rich dynamic account plans 👉 Take large opportunities to closure faster DemandFarm is a Gartner and Forrester recognised vendor in the Digital Account Planning Tools and Account Based Selling categories respectively. Since 2016, DemandFarm has helped 200+ global organizations like DHL, Zebra Technologies, TaskUs, Slalom, Salsify and more accelerate deal velocity in their key accounts, uncover relationship blindspots, boost upsell and cross-sell revenue, and centralize key account intelligence. DemandFar
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    SalesExec

    SalesExec

    ClickPoint Software

    SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.
    Starting Price: $65.00/month/user
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    People.ai

    People.ai

    People.ai

    Bring the full potential of your sales and marketing engine to life with truly actionable insights to accelerate pipeline generation and change the outcome of in-quarter deals. People.ai unifies all revenue activity data, and enriches every account and opportunity with next-generation insights that accelerate high-quality pipeline generation and improve the execution of every deal. Stay connected with every dimension of account engagement so the entire team knows exactly who is engaged, and where the opportunities are to accelerate pipeline and expansion. Understand the impact every person and activity have on the progression of a deal, and deliver actionable recommendations to improve rep performance. Our data platform breaks down data silos and uses patented AI technology to connect the dots between buyer engagement and seller performance – with insights that make your entire Revenue Engine smarter.
    Starting Price: $50 per user per month
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    Clari

    Clari

    Clari

    A Revenue Operations Platform that accelerates revenue results. Automated CRM updates? Check. Time series analysis? Check. But Clari is much more than innovative features. By combining revenue intelligence with forecasting and execution insights, Clari solves your real problem—efficiently and predictably hitting your targets, quarter after quarter, year after year. Purpose-built to drive more predictable revenue, Clari’s Revenue Operations Platform takes previously untapped data—from email, CRM, call logs and beyond—and turns it into execution insights for your entire revenue team. Clari backs up human intuition with AI insights, so your team can forecast with newfound accuracy and foresight—using a consistent, automated process that flexes to manage every business in your company. Harvest valuable activity data from reps, prospects and customers so you always know what’s going on in your deals, your teams, and in your business.
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    Revegy

    Revegy

    Revegy

    Revegy's intelligent sales planning platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts.
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    Upland Altify

    Upland Altify

    Upland Software

    Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel.
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    SalesOn

    SalesOn

    SalesOn

    India’s top automatic invoicing system and field sales software. Routewise orders, and payment collection on the go using your smartphone. Real-time tracking of your sales activity, orders, GST invoices, purchases, and payments. Real-time tracking of your salesperson, invoicing, and payment management. Take orders, and collect payments on the field. Set sales plans for your sales team, and track their sales activities. Manage payables and receivables along with collected payments simply through the mobile app. Also, get outlet-wise outstanding payment summary for detailed analysis. Generate all the sales and purchase invoices and make GST return filing more convenient. Have access to accounting reports that help get a business overview and make strategic business decisions for business growth. Configure the application the way it suits you. Set the permissions you want to give to your salespeople. Set the default transaction states as per your needs.
    Starting Price: $24.36 per year
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    ClosePlan

    ClosePlan

    ClosePlan

    Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.
    Starting Price: $10 per user per month
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    Prolifiq

    Prolifiq

    Prolifiq.ai

    Bring Relationships Back Into CRM with the #1 Key Account, Opportunity and Content Management Suite for Salesforce-first Companies. See a 100% increase in team collaboration and user adoption. Enable sales to add 5-10 new detailed account plans per week. Get our apps implemented and start the onboarding process within a week. Decrease time spent on account plan presentations by 80%. You’ve made the investment in Salesforce. Now give sellers the means to make the most of it. Upgrade the platform into a total strategic sales solution B2B sales, operations, and support teams can’t wait to use, with the only complete Salesforce modernizer on the market. Visualize key deal progression to manage deals at risk. Identify key goals and build an action plan to achieve quick wins. Find Whitespace Analysis & growth opportunities with key accounts. Prolifiq CRUSH: The tool helping you proactively account plan in Salesforce, your source of truth when closing deals.
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    Strategy Mapper

    Strategy Mapper

    Point N Time

    Integrate Your Key Account Management And Sale Process Within Saleforce With Strategy Mapper. Don’t leave winning to chance, ensure teams are following the stated sales process all within Salesforce! Strategically manage your key accounts to drive increased revenue and success all within Salesforce. Incorporate your sales process in every opportunity plan to ensure consistency in every selling situation. Provide sales coaching that is unique to your products and solutions to maintain the competitive advantage. Plan, Schedule and Execute every business critical meeting in Salesforce. Gather ‘Actionable Intelligence” to maintain the competitive advantage. Build informative, robust and dynamic org charts, know where you stand with every stakeholder in every account and opportunity. Dynamically and graphically document your customer’s organization (role and stance for key players). Documents and easily communicates competitive and their strengths and weaknesses (SWOT).
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    ForecastEra

    ForecastEra

    ForecastEra

    Account planning tools analyze customer & market data to generate plans to build client revenue. Download your free account planning template. Looking for a fast, reliable way to develop plans for your strategic account clients? We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator. Looking for a fast, reliable way to develop plans for your strategic account clients? We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator. These account planning tools enable a strategic approach to finding the best solutions for strategic account clients and retaining them as customers. Drive collaboration across sales, finance, and operations. Automate revenue forecasting. Spend time making decisions, not hunting for information. Real-time scenario planning and what-if analysis.
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    Promomash

    Promomash

    Promomash

    Promomash is the industry’s most complete retail sales & marketing management solution. We help emerging brands organize their retail channel marketing efforts to win more sales with a suite of tools for effective planning, execution, and analysis of account planning activities. How do we do it? With software + services that elevate your retail marketing. Beautiful, easy-to-use software helps you handle staffing, training, planning, scheduling, executing, reporting & accounting. Our industry-leading client success team helps to transform your field events and activations from chaos to calm. Building a successful brand in stores begins with strategic organization of all the moving pieces – the logistics, the processes, and the people who make it all happen. If you don’t have a handle on any of these areas, you’re doomed before you start. Anyone can say your success is important – but we truly live it. Making our clients successful is at the heart of everything we do.
    Starting Price: $349 per month
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    Forecastable

    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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    Holden Adaptive Platform

    Holden Adaptive Platform

    Holden International

    The Holden Adaptive PlatformTM creates winning sales habits through behavioral metrics that drive change and added value for each seller. The better your team understands their accounts, the more possibility to expand opportunities and increase revenue. Our Account Planning Tool is cloud-based software that gives a top-down view of where the relationship is today, where gaps exist, and how to make growth happen. The tool provides a platform to define the monetary goals that sellers have for particular accounts. If goals are unknown or ambiguous, the software helps to clarify by assessing past performance, current fiscal goals, potential, and competition. Get the experience of applying our game-changing habits through online live deal simulations from your desktop or tablet. The Holden Adaptive PlatformTM creates winning sales habits through behavioral metrics that drive change and added value for each seller.
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    Dakota Fuse
    Salespeople want fresh and up-to-contact information on their prospects in their Salesforce instance. The problem is that most Salesforce data is stale and out of date, causing salespeople to spend their valuable time doing research to update their contacts. Fuse for Salesforce solves that problem by syncing your Salesforce.com instance in real-time with Dakota Marketplace data, the leading institutional investor database. Keeping 16,000 contacts up-to-date is a daunting task, but Dakota Marketplace’s large data team updates Marketplace contact data daily. With Fuse for Salesforce, those updates get pushed in real-time to your Salesforce instance. Give your salespeople what they want: fresh and up-to-date contact information on their prospects in their Salesforce instance.
    Starting Price: $7,500
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    ARPEDIO

    ARPEDIO

    ARPEDIO

    Based on thorough, yet easily manageable account assessments directly in Salesforce this tool ensures a unique management overview of performance across all key accounts, while equipping strategic account managers with the best working environment to manage the complex journey of long-term account development. The unique potential of ARPEDIO Account Management: - Native to Salesforce - Know your key account-health score and compare across accounts - If the account assessment reveals any shortcomings, ARPEDIO instantly provides concrete, actionable steps - Customizable to fit any terminology and methodology This specific tool is a part of our overall Account-Based Selling Platform offering tools for Relationship Mapping, White Space Analysis and Opportunity Planning as well.
    Starting Price: $25 USD/user/month
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    Oracle Sales Performance Management
    Drive revenue optimization with Oracle’s advanced incentive compensation, quota, and territory management tools. Oracle helps both sales managers and sales operation staff plan and perform better with connected data and deeper insights. Improve sales execution and operational efficiency across quota planning to sales forecasting with Oracle’s predictive and intelligent planning solution. Optimize your market coverage and intelligently set territory and quota plans with AI-driven predictive planning capabilities. Better understand your plans and models with multidimensional and drillable what-if planning by territory, product, account, channels, seasonality, and more. Give sales operations the power of an enterprise planning platform that they can use from the comfort of a familiar Excel interface. Plan and create achievable quotas, territories, and compensation plans that are ready on day one with real-time data.
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    OpPlan

    OpPlan

    Winning Sales Plan

    Improve forecasting accuracy, achieve higher win rates, and reduce salesperson churn. “The” solution for your sales organization brings together CRM, benchmarking, analytics, competitive SWOT’s, sales strategies, action plans and much more! Effectively benchmark your opportunities and contacts with a simple scoring system. You will be able to quickly gauge the status of your opportunities, buying committee, sales team utilization, and win/loss ratio. Easily apply and maintain the strengths, weaknesses, opportunities, and threats (or SWOT) of your competition. Answer a series of questions around the current state of the opportunity and the appropriate strategy is revealed with coaching. Compile a list of actions with your prospects and get agreement on the steps to close the deal. Proven process to get deals unstuck and reveal interest level.
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    Next Quarter

    Next Quarter

    Next Quarter

    The first Salesforce native platform that provides real-time revenue transparency, allowing you to close more deals, grow existing accounts, and significantly improve forecasting accuracy. With Next Quarter, no growth opportunity is missed, and money is not left on the table. Use AI to uncover new opportunities within your existing customers. Our revenue intelligence engine leverages sales and conversational data to create predictive insights to exceed your quotas and forecast with confidence. Leverage sales and operational data to create a single source of truth for revenue intelligence that drives profitability by providing real-time forecast accuracy.
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    IntelliDialer

    IntelliDialer

    Intelliverse

    Intelliverse's Sales Dialer software dramatically increases sales results by delivering speed, efficiency and predictability to the sales process. By using data-driven insights & real-time analytics, Intelliverse’s sales acceleration technology empowers salespeople to sell smarter and faster, ultimately driving high performance sales teams that accelerate sales and grow revenue. Fully integrates with your CRM, including Salesforce.com and Microsoft Dynamics. The integrated solutions provide seamless access & transfer of data between both systems and integrated reporting of call logs and contact histories. Offers you on-demand stats for your entire team and tracks dials, call dispositions and meetings that have been set. Plus, it helps improve response time of inbound leads and helps ensure every lead is called at least five times. With local presence, businesses have the ability to improve outbound prospecting connect rates by up to 58% using phone numbers that are “local”.
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    LINEN Cloud

    LINEN Cloud

    LINEN Cloud

    Elevate your sales with our cloud-based Sales planning platform, an automation hub that seamlessly aligns your GTM strategy with your business objectives. Cut costs and boost efficiency with our user-friendly, 100% no-code modules. Fast-track your sales goals with pre-built capabilities and turn strategies into results faster than ever. Its sales planning is simplified and accelerated. Equitably design sales territories that maximize revenue, ensuring balanced workloads and optimized market coverage, and set your sales teams up for success. Ensure optimal alignment of your organization, account, territory, and product hierarchies for effective go-to-market execution. Equitably design sales territories that maximize revenue, ensuring balanced workloads and optimized market coverage, and set your sales teams up for success. Set quotas to increase achievement and keep sales teams engaged.
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    Forecastio

    Forecastio

    Forecastio

    Sales performance management platform for HubSpot users. Master sales planning and set attainable goals based on your historical HubSpot data. Manage sales capacity efficiently and develop proper hiring calendars to hit your numbers. Employ multiple forecasting models and avoid end-of-quarter surprises. Use what-if scenarios to allocate resources efficiently. Gain actionable sales insights from your HubSpot. Access predefined planning templates, utilize what-if scenarios, and automatically assess goal attainability. Utilize AI and predictive forecasting to gain accurate future sales predictions. Monitor all critical sales performance metrics in real-time. Gain actionable insights on performance gaps (people, process, pipeline) without spending hours analyzing multiple reports. Assess current sales capacity and automatically calculate the needed capacity to attain sales quota. Monitor pipeline development in real-time and spot bottlenecks early.
    Starting Price: $149 per month
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    Pitchable Analytics
    With our team of industry experts and our Pitchable Analytics solution, we give brands the edge they need in today's profit-centric retail environment. Use Pitchable Analytics to take control of your data, unlock insights that save real money, and reduce data-processing time by 90%. Employ Rodeo's sales management team to get your brand onto more retail shelves and into more baskets. Allow Rodeo's operations experts to streamline your backend processes, saving you time and money. Identifying the addressable market. Pricing and positioning analysis. Identifying key contacts and reviewing timelines. Build out the sales plan. Utilize distributor datasets, POs, and POS data (if available) to uncover velocity. Monthly plan updates and strategy calls. Pricing and promotional adjustments to grow velocity. Expand the map to grow PDFs. Rodeo is reinventing how better-for-you brands grow in retail.
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    SAP SuccessFactors Territory and Quota
    SAP SuccessFactors Territory and Quota is a cloud solution that helps you implement efficient sales planning processes. Align quotas and territories with market potential to maximize your team's efforts, boost productivity, and achieve business results. Simplify financial and sales planning to optimize sales territories, deploy equitable and fair quotas, and maximize revenue. Cloud deployment for accelerated implementation. AI-enabled territory planning and modeling for optimization. Sales forecasting and quota management for continuous alignment. Visualization and mapping for real-time insights. Expand your market potential with AI territory planning that draws from your organization’s strategic KPIs to improve outcomes critical to your business. Improve the accuracy of sales plans and increase quota attainment using dual top-down, and bottom-up planning with expected and best-case scenarios.
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    REMIRA TIA A3
    REMIRA TIA A3 supports you as software for sales & operations planning in all phases of product management with precise sales planning and forecasting. With TIA A3, you integrate the sales side into demand planning. This enables you to increase the sales success of your products and optimize planning and the entire procurement process, even in industries with fast-moving products. TIA A3 serves as the basis for resilient and holistic planning in your company. The software is based on our sales & operations planning approach, which brings the relevant departments to the same table, resulting in reliable planning. All the information is analyzed and processed by intelligent algorithms in TIA A3. The goal when using TIA A3 is to create a perfect balance between supply and demand. Our software supports you in optimally exploiting existing market potential and resources. You can identify winners and losers in your portfolio at an early stage, avoid out-of-stock situations, etc.
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    Zappx

    Zappx

    Zappx

    2x your daily connection rate and Implement parallel calling in your cold calling. Zappx helps you import lead lists and simultaneously dial 5 people at a time, filter out wrong numbers, automate voice mails, and connect calls to live prospects. Dial up to 5 prospects at once and our software will route you to the first person that hangs up. The software filters out wrong numbers, automates voicemails, and connects calls to live prospects. It features power dialing, filtering, and automation, local presence with rotating area codes to match the prospect's location, AI-enhanced capabilities such as automated call transcription, sentiment analysis, and call summaries, as well as real-time analytics for instant feedback, live leaderboards, and performance analysis. Built by salespeople for salespeople, Zappx transforms outbound sales approaches with lightning-fast dialing capabilities, allowing users to reach more prospects in less time.
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    Axtria SalesIQ
    Axtria SalesIQ™ is the leading sales planning and operations solution for the global life sciences industry that enables effective and motivated sales teams resulting in higher commercial success. With the sales rep role continually evolving to meet the demands of a complex commercial model, Axtria SalesIQTM empowers them to make intelligent decisions and reach the right customers at the right time with flexibility and agility. Seamlessly convert brand strategy into concrete sales plans through simulation and what-if analysis. Accelerate the launch of any drug or medical device for any therapeutic area with complete flexibility. Move from product-centric to customer-centric omnichannel interactions and engagement. Connect the dots between providers, territories, channels, and incentives. Strengthen decision making by leveraging clean, trusted data, from ingestion to insights.
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    Lative

    Lative

    Lative

    Lative is a revenue planning, strategy, and execution tracking platform that enables you to achieve profitable efficient growth. Connect top-down targets and plans to bottom-up operating data to make better investment decisions and hit targets. Achieve profitable efficient growth by accurately calculating your sales productivity and return on investment in real time to make better investment decisions. Connect your top-down revenue plans with bottoms-up operational data to give a cohesive and complete overview of your sales organization. Identify any gaps in real-time and model multiple what-if scenarios with AI to ensure you hit your sales targets. Fast time to value with seamless connectivity and integration. Consolidate your data across 150+ diverse data sources to provide a single source of truth. Accurate and real-time revenue insights for agile decision-making to keep pace with the ever-evolving demands of your business.
    Starting Price: $10,000 per year
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    Varicent

    Varicent

    Varicent

    Varicent provides a full suite of solutions designed to help you manage the end-to-end process of all aspects of sales performance so you can improve performance and drive growth. Create smarter territory plans and more effective quota assignments with Varicent’s territory and quota planning solution. Efficient pipeline management can be challenging to achieve if you have a leaky funnel. Our revenue operations solution helps your organization improve efficiency across the full funnel so that you can increase the volume, velocity and value of deals, improve forecasting, and drive superior go-to-market results. Varicent lead to revenue helps to identify operational gaps in the business, such as lead response SLAs and lead to pipeline conversion, so you can capture missed opportunities in your pipeline, improve operational efficiency and increase revenue. Varicent is the industry-leading SPM solution that delivers a fast, flexible and easy way to pay sellers accurately and on time. 
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    SAP SuccessFactors Incentive Management
    Automate complex sales plans, gain real-time insights, and motivate sales teams for enhanced performance and business growth. Maximize profits and performance with a highly motivated sales team. Strategic incentive compensation management can help improve the effectiveness of your sales teams by driving profitable behaviors that increase revenue and support business growth. With the SAP SuccessFactors Incentive Management solution (formerly SAP Commissions), you can design, model, and optimize highly flexible and complex incentive compensation plans; gain real-time insights; and motivate sales teams to perform at their best.
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    Modus Planning

    Modus Planning

    Modus Planning

    We provide the benefits of a platform while preserving the flexibility of a spreadsheet. Real-time, consistent, and scalable data architecture that answers your business questions quickly is achievable with Modus. A cloud-based platform is key when multiple departments need to collaborate and integrate data from across the business. With persistent change logs, snapshots, and notifications, you're no longer in the dark about how the forecast is changing. To create an ecosystem of applications that automate, optimize, and orchestrate how consumer brands' go to market. Every action in a brand is connected. To realize our vision, Modus needed to be designed to support every department. Point solutions for just one need don't have anywhere close to the same impact. With the sales plan impacting the demand plan, impacting the trade plan, you never miss a beat. Sales planning at the retailer level. Plan new item launches, promotions, discontinues, and costs of sales.
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    Smart Demand Planner

    Smart Demand Planner

    Smart Software

    Smart Demand Planner™ is a consensus demand planning and statistical forecasting solution available on Smart’s Inventory Planning and Optimization Platform, Smart IP&O. Smart Demand Planner, powered by the SmartForecasts® Engine, aligns strategic business forecasting at any level of your product hierarchy with granular forecasts of the item mix to improve forecast accuracy. It provides a statistically sound, objective foundation for your sales and operations planning process (S&OP). Smart Demand Planner’s collaborative workbench enables forecast overrides to be applied, imported, reviewed, and approved by authorized users driving the consensus plan. Forecast accuracy is measured, helping ensure that the best possible forecast is delivered to the business at both the aggregate and item mix levels. The result is more efficient sales planning, budgeting, production scheduling, ordering, and inventory planning.
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    Workday Adaptive Planning
    Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning.
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    Diamond Relations CRM

    Diamond Relations CRM

    Diamond Relations CRM

    For jewelers seeking a simple, user-friendly CRM solution that can be accessed on-the-go, Diamond Relations empowers salespeople to focus on selling, not spending time learning and navigating a complicated CRM. With Diamond Relations, jewelry retailers can easily track sales, manage opportunities, and nurture relationships with their customers. Diamond Relations CRM is a must-have for both single stores and multi-store chains. Opportunity management allows your salespeople to close more deals by recording sales-related interactions, sharing customer information, and tracking the salespeople’s progress. Diamond Relations captures all customer information into a single system and shares it across the entire company. An opportunity provides information such as sales stage, dollar amount, probability of closing, and all other pertinent information. This information also appears on the salespeople’s homepage dashboards, providing an up-to-date view every time they access their page.
    Starting Price: $65 per month
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    Steve the Clerk

    Steve the Clerk

    Steve the Clerk

    Steve the Clerk is a CPQ software that enhances the information flow of your business. In other words, it is enabling your salespeople to effortlessly create accurate and flawless quotes, orders and other documents of your customized products and services. Steve enables your salespeople to quickly generate accurate and comprehensive quotes and other documents. To make it clear, you can create these documents for both internal and external needs. As a result, Steve the Clerk CPQ software helps you to achieve efficient and effortless information flow. Companies often manifest how customer-focused they are, yet at the same time, their processes are not supporting this idea. Instead of your salespeople spending most of their time on preparing quotes, finalising orders and double-checking the information on the documents, Steve the Clerk enables them to really have the time to focus on the customer, which will result in more and better sales as well as happier and more loyal customers.
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    Salesfolks

    Salesfolks

    Salesfolks

    Search our database of more than 5 million sales professionals! You need great salespeople, we are your salespeople. Discover exceptional AEs, BDRs, LDRs, SDRs, and more. Save time and money, hire sales pros the smart way. Find rewarding sales jobs, and join our community today. Everything you need to find and hire exceptional sales professionals. Join other smart businesses in the world’s #1 community dedicated to salespeople. Get instant access to thousands of salespeople. Big or small, put your business in front of sales reps by creating a sales job listing today. Job boards and social sites like ZipRecruiter, CareerBuilder, Indeed, and LinkedIn are incredible watering holes for jobs and networking. But let’s face it, they don’t specialize in the unique and nuanced role of sales. Sales folks are dedicated to the art and science of sales talent acquisition. We have insights on salespeople that can be found nowhere else, and we use AI.
    Starting Price: $299 per month
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    MoneyMap
    Make data-driven sales decisions across segmentation, streamline account mapping and territory design, and focus the right sales plays on the most promising accounts. Coro’s MoneyMap tool helps you prioritize and focus on the right accounts and prospects, so you can use your sales resources in the most efficient manner. Find the biggest opportunities, decide where to deploy resources, and activate your frontline growth. Each account is unique, which means you shouldn’t take a blanket approach to targeting, engagement, and growth across your entire pipeline. MoneyMap gives you granular visibility into sales performance, addressable spend, and propensity to buy so you can create smart go-to-market strategies that empower your sales teams. Too often, account coverage is mainly informed by existing customers and past coverage as opposed to actual account potential. Detailed data will inform you how you deploy resources and activate frontline teams.
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    Simple Lobby

    Simple Lobby

    Simple Lobby

    A better way for organizations to connect. Simple Lobby is the first logical, efficient, and — dare we say — delightful way for organizations to connect. The elephant in the room. Organizations lose time fielding sales inquiries which disrupts them from daily responsibilities. Salespeople lose time researching, calling, emailing, and visiting organizations in search of a decision-maker to review their value proposition. Every day, both parties miss out on mutually-beneficial opportunities due to frustration and fatigue. It’s time to simplify. Simple Lobby is an innovative way to increase productivity, reduce communication fatigue, and provide quality connections. How does it work? The salesperson can simlo their value proposition to an organization with confidence that it will reach a decision-maker. In turn, the organization can evaluate the offer at their convenience.
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    Locmatic

    Locmatic

    Locmatic

    Get comprehensive restaurant and menu data for sales intelligence, menu insights, and market analysis. Our clients use these data for sales planning, market intelligence, Our customers include food manufacturers and distributors, chain restaurants, and market research and consulting firms.
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    Xactly Plan
    Xactly Plan helps organizations orchestrate GTM planning through leading prepackaged functionality that are adaptable to maximize coverage without compromising effectiveness, testing potential adjustments, and continuously monitor performance to keep your revenue engine humming. Xactly’s Intelligent Revenue platform delivers predictable, profitable, and resilient revenue by breaking down the silos across your go-to-market teams to support planning, performance, and prediction. Provide the agility to manage personnel and territory changes, and maintain transparency of quotas, incentives, and goals within a centralized solution, translating sales plans into revenue growth. Keep your teams focused on the right deals, and help them unlock their earning potential.
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    Touch & Sell

    Touch & Sell

    Touch & Sell

    Make sure that your teams have all the information they need, whether as regards training, coaching or content. Adjust your sales strategy and procedures thanks to greater visibility on each interaction. Concentrate on human relationships in order to create value and grow your company. Enable your salespeople to provide an incredible experience during appointments. Reduce the sales cycle by interacting with your prospects at the right moment. Develop their skills in line with individual knowledge and shortcomings. Motivate and engage your teams and obtain optimal results. Speed up new salespeople’s integration. Reduce the time between recruitment and first sale. Provide your marketing teams with the right vision of their work. Give salespeople the means to develop their capacities with the right content. Align your marketing and sales teams via notifications in real time.
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    Membrain

    Membrain

    Membrain

    Empower sales teams with the leading sales effectiveness platform, Membrain. Membrain offers tools that make it easy for sales teams working with complex B2B sales to execute their strategy, drive successful behaviors, and build a sustainable competitive advantage. Membrain also lets sales leaders tap numerous tools that enable them to identify the performance of each member and coach their team. Membrain is trusted by clients in over 60 countries.
    Starting Price: $65.00/year/user
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    CatalogPlayer

    CatalogPlayer

    CatalogPlayer

    CatalogPlayer's products are specially oriented towards facilitating the evolution of the aspects that most influence the sales process, in companies of any sector and size. Administration and channeling of all the company's commercial and marketing information to salespeople and customers from a single point. Professional digital tools with which to plan, manage your portfolio and facilitate the sales process, placing orders via tablet or offers at the moment. Apps and web solutions designed for multi-device experiences, aimed at facilitating accessibility and usability according to each type of user. Catalog Player is an innovative Sales Enablement platform that enhances the best brand content and improves salespeople's communication with their customers to achieve better business results.
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    Gradient Works

    Gradient Works

    Gradient Works

    You can’t book meetings if you're engaging the wrong accounts. You need to dynamically distribute the right accounts at the right time. Increase sales efficiency by finding the black holes in your CRM and focusing reps on accounts that will convert, and move to dynamic books. It's time to move away from static territories to something more resilient and flexible. That's where dynamic books come in. We’ve owned a number and we’ve been in the RevOps trenches. We know what high-performance sales teams need because we’ve been there. Learn more about dynamic books, and how they provide a true alternative to static territories. Get our free guide to dynamic book management. Assignment of any built-in or custom object. Adaptive round-robin logic based on weight, capacity, and availability. Logging, audit history, and reporting, with all dynamic book management functionality, premium onboarding, and support.
    Starting Price: $200 per month
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    webCRM

    webCRM

    webCRM

    Increase revenue, nurture customer relationships & analyse performance with our award-winning CRM platform. webCRM helps your sales team with practical tasks. It keeps track of the day’s tasks, remembers follow-ups and quickly puts together call lists or segmented e-mails broadcasts. Yet, those are just some of the many features which allow you and your team more time for customers. Now it has become easier for salespeople in your team to remember all the important follow-ups. Task management on the home page gathers the to-dos for the day. Analyse data and produce quick reports which you can present in the sales meeting. Or use the analysis tool to segment e-mail broadcasts. Get rid of a lot of duplicated work in both the sales team and in the accounting department. Synchronize data from your existing ERP system with webCRM. A new system is only successful when it is used. webCRM is created by experienced salespeople.
    Starting Price: $23.00/month/user
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    Kapta

    Kapta

    Kapta

    Kapta is key account management software that reduces churn and drives organic growth. When the going gets tough, vendors are the first to go. So you have to be more than a vendor—you have to be an indispensable strategic partner. Kapta has the software and process to get you there. Kapta offers key account management software, based on a proven system, so you can know your clients better, act quickly and effectively on their behalf, and demonstrate value, time and time again. Know your customer inside and out, so you can create more reliable forecasts for them and for you. See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts. Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.
    Starting Price: $1,000 per month
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    OPALCRM

    OPALCRM

    KloudPortal

    Contract manufacturing companies can track their field sales teams with OPAL CRM. It enables the sales representatives with comprehensive sales plans, their goals and maximize incentives. From banking to wealth management and capital markets to insurance, OPALCRM enables financial services firms to work cohesively across the front-office, middle-office, and back-office to develop deeper client relationships. Real Estate is a highly competitive market. Managing your sales pipelines, effective lead management and lead engagement, can lead to successful conversions. Corporate training institutions, skill-based training institutions and educational institutions, often have a challenge in managing their lead pipeline. OPAL CRM’s Lead Management Software helps these institutions in managing their leads and drive closures.
    Starting Price: $9.99 per user per month
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    EasyTerritory

    EasyTerritory

    EasyTerritory

    Sales and Field Service Territory Mapping for Dynamics 365, Power BI, & Excel Made Easy! #1 rated mapping and territory management solution on Microsoft AppSource. EasyTerritory is the leading web-based mapping software for sales territory management, service territory capacity planning, and geospatial business intelligence for Microsoft Dynamics 365, Excel, and Power BI. EasyTerritory is the leading sales territory management software to add to your Microsoft Dynamics 365 implementation. Not using Dynamics 365? That’s okay, EasyTerritory supports Excel, Power BI, SQL Azure as well. EasyTerritory is being leveraged in many industries including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceutical, bio-med, and more. Simplifying territory mapping and management is the primary problem we set out to solve! Using EasyTerritory, your sales managers can build and realign their sales rep territories on an interactive map.
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    Easy-Commission

    Easy-Commission

    CellarStone

    Easy-Commission is an easy to use sales commission application. It can calculate sales commissions in a simple and easy manner. It takes sales data you enter, applies commission calculations you have set to produce commission statements. It is completely web based and allows your sales reps to have direct access to their commission statements! Easy-Commission is a simple and flexible sales commission software that's easy to use and cost-effective to implement. It offers the key features, benefits, and functionality that you are looking for. It is a web-hosted product that lets you set up a commission plan, and track and calculate sales commissions for sales people independently. Sales Commissions drive the performance of salespeople in most companies. For highly motivated salespeople, it is important to be able to calculate and track commissions accurately and on time. Easy-Commission helps you do just that.
    Starting Price: $3.95 per month