Best Sales Software with a Free Trial of 2026 - Page 63

We simplify Sales, Quotation and Service by moving away from scattered spreadsheets to a single, centralized application. We help you save time and keep you informed. All information about the sales process is available in one place. Customers, Opportunities, Quotations and Orders, Invoices, Service Tasks and any other information you may need. We can help you improve your communication vertically and horizontally. We offer a platform for sales managers, service reps, estimators and finance to communicate about the sales process. CRM software for sales reps offers complete information and seamless transitions. Consolidating information in one tool can increase employee productivity and communication. All customer information can be tracked in one place without any compromise on data security or ease of use. You don't have to stop improving your sales process by using a traditional enterprise CRM.

Leverage your business intelligence effectively with Introhive’s innovative revenue acceleration platform. Regardless of the challenges you face with your data, you can rely on Introhive to deliver results. This platform converts disorganized information into actionable insights and opportunities, providing your revenue teams with timely access to crucial data. Streamline CRM data entry processes to allow for increased focus on expanding your business. Effortlessly refine customer and prospect information as needed to support revenue generation. Uncover fresh sales possibilities within your current business connections. Facilitate data-driven strategies that help reduce sales cycles and improve conversion rates. Empower your management team with essential data and insights to enhance leadership, coaching, and overall employee effectiveness, all while aiming for sustainable revenue growth. Boost the success of your marketing campaigns with a meticulously curated database containing 5-10 times more contacts that are continuously enriched and updated in real-time, ensuring you always have the most relevant information at hand. By utilizing Introhive, you can transform how your organization approaches data and revenue generation.

Getting started is as simple as having a web browser. Sign up for an account, upload your addresses, and begin navigating your optimized sales route today. There's no software installation required, so you can avoid any additional technical hurdles. Are you finding yourself spending excessive time behind the wheel and organizing your schedule instead of engaging with customers? Crafting a comprehensive route plan that prioritizes customers, adheres to call frequencies, and accounts for scheduled meetings can be a daunting task when relying on traditional maps. Our route planner effortlessly generates your travel plans in mere seconds with just a click, freeing up more precious time that would otherwise be lost in transit. By optimizing your travel, you'll be able to visit more clients while minimizing the distance you drive. Enjoy the benefits of efficiency and increased customer interactions.

Predicting sales is a crucial yet often difficult task, especially during times of organizational change. It becomes essential to merge present pipeline information, past trends, and behavioral insights to identify inaccurate forecasts and propose alternative strategies. Delve into your CRM to uncover typically overlooked deal information, allowing you to create a comprehensive history of forecasts, even if records have not been meticulously maintained. Automatically enhance your forecast using a suggested blend of deals derived from both current and past data. While the sales team projects their upcoming period, the finance department anticipates the next fiscal quarter and year, eliminating the need for separate forecasting systems. Sales is not merely about the numbers; effective analytics are necessary to comprehend and capitalize on potential opportunities, pinpoint areas that require improvement, and enhance sales performance. In a competitive landscape, it's imperative to not only understand your clients but also to analyze their forthcoming actions and provide them with the most appropriate offers. Continuous adaptation and a fine-tuned approach can lead to sustained success in this ever-evolving market.

Transform your B2B Sales and Marketing presentations with CustomShow, a solution that replaces dull text-heavy slides with captivating, interactive experiences that truly engage your audience. With its impressive features, you can maintain your audience's focus through well-crafted, media-rich presentations that dazzle and inform. The built-in Simulcast functionality allows you to deliver a seamless experience to both in-person and remote viewers, ensuring that no one is left out. You can monitor audience engagement and gain valuable insights through intuitive visual analytics, which help refine your approach. Foster collaboration among various teams to create, edit, and approve eye-catching presentations effortlessly using powerful online tools. Construct a slide library with version control that enables your sales team to customize presentations quickly and effectively. Maintain brand consistency, keep your messaging aligned, and ensure compliance with industry regulations. Whether online or offline, you can design and present using native apps for mobile and desktop devices. Additionally, take advantage of your existing PowerPoint investments to facilitate a smooth transition and guarantee interoperability throughout your presentations. Embrace the future of presentation design with CustomShow and elevate your team's performance in the competitive B2B landscape.

Technology is the backbone of every business. We understand your target audience's needs. As the frontrunner in technographic insights, Datanyze tracks the web and mobile technology preferences of 35 million companies, enabling you to identify and connect with ideal prospects when they're ready to make a purchase. By providing a daily overview of your prospects' technology selections, Datanyze notifies you when a significant account changes its competitive or complementary offerings. With access to a vast database of 35 million companies, Datanyze allows you to discover an optimal list of accounts, categorized by both technographic and firmographic attributes. After pinpointing your ideal accounts, Datanyze facilitates the process of finding the right contacts, obtaining their email addresses, and seamlessly integrating them into your CRM, all within a streamlined workflow. This comprehensive approach not only enhances efficiency but also increases your chances of successful outreach.

Link the relationships between businesses and individuals using the premier B2B Customer Data Platform. Foster genuine Customer Obsession through Leadspace CDP. Access all essential information to gain insights into your customers—precise and in-the-moment, consolidated in one location. With Artificial Intelligence (AI) that converts data into straightforward next-step suggestions, you’ll know exactly who to engage, when, and how. Seamless integrations with Sales, Marketing, and Digital Advertising platforms guarantee cohesive execution across all channels. By utilizing Leadspace CDP, you can concentrate on executing impactful Marketing and Sales strategies rather than getting bogged down in data management. Elevate your business strategy with a comprehensive view that empowers you to make informed decisions.

Conversica's conversational AI solutions empower revenue teams in enterprises to effectively attract, acquire, and nurture customers throughout their journey via Email, SMS, or Website Chat. In today's fast-paced environment, potential clients and existing customers anticipate swift responses to their inquiries, ideally within minutes rather than hours. Conversica's AI Assistants are designed to engage immediately upon receiving an inquiry, offering responses in mere seconds. This quick, personalized, and continuous engagement from an AI Assistant not only assists teams in uncovering additional revenue opportunities but also enhances workforce efficiency, enabling revenue teams to achieve peak performance at a significantly reduced cost. By fortifying the top of your sales funnel with nearly complete lead coverage and improved engagement rates, these solutions connect website visitors to information without delay, rapidly pre-qualify new leads, and boost registration for webinars and events. Furthermore, with advanced Conversational Marketing capabilities, your AI Assistant is equipped to guide the next best actions across various channels such as chat, email, and SMS, ensuring a seamless experience for both your team and customers alike. This holistic approach ultimately fosters stronger relationships and drives sustained growth for your business.

LogiNext Field™ is an all-encompassing mobile workforce management tool that effectively schedules and optimizes tasks according to their priority for ever-evolving mobile field services, including field sales representatives, technicians, HVAC staff, and medical representatives, by leveraging innovative algorithms for workforce and work order management. This dynamic software also features capabilities for load distribution and the re-routing of service requests based on customer preferences or the proximity of available agents in the field. Additionally, it manages cash and card transactions, including Cash on Delivery (COD) at the point of sale, while providing electronic proof of service through images, signatures, timestamps, and geo-coordinates of customers, ensuring a comprehensive and efficient service experience. The integration of these features allows for enhanced operational efficiency and customer satisfaction in a rapidly changing market.

Fullstory is a platform for behavioral data that reveals the hidden story behind consumer behavior. Fullstory allows product, engineering and data teams to connect sentiments signals with other data sources in order to design the next best actions. Fullstory provides deeper and more immediate actionable insights than conventional web and product analyses that can only surface what is happening but not why. It is the only behavioral data platforms that provide the context needed to create in-the moment experiences that drive revenue. Fullstory's behavioral analytics is ready for AI. It uses first-party data that has been automatically captured, indexed and semantically structured. No longer do enterprises waste hours and resources on data analysis.

The Upland Kapost content operations platform brings together revenue teams to communicate consistently throughout the entire customer journey. We understand that those who navigate the intricacies of comprehensive content, especially on a large scale, require a robust platform that can meet their demands. With Upland Kapost Premier Success Plans, the burden of expensive custom services is lifted, allowing you to establish a strong basis for achievement. Our Platinum plan, the highest level of service we offer, equips your organization with unparalleled experience and value, ensuring you are well-prepared for future challenges. By leveraging this top-tier plan, your business can maximize its potential and thrive in a competitive landscape.

Oracle's Configure, Price, Quote (CPQ) system assists clients in a systematic approach to submitting a precisely configured and comprehensive purchase order. After the customer inputs the correct configuration, the CPQ system generates a pricing quote that encompasses all applicable discounts, terms, and conditions tailored specifically for that client. Should the customer agree to the quote, it is transformed into an official order. This solution enhances the accuracy of orders, reduces the duration of sales processes, and minimizes operational expenses. Notably, it stands out as the sole CPQ solution on the market specifically engineered to link the front office with the back office seamlessly. Additionally, its user-friendly interface ensures that clients can navigate the ordering process with ease.

The Uncle Sales mobile app serves as a powerful task management tool, allowing users to organize their to-do lists with personalized tags while displaying tasks according to their status—such as Today, Tomorrow, Upcoming, Overdue, and Completed. Users can set reminders for tasks based on daily, weekly, monthly, or yearly intervals, ensuring that sales teams can efficiently keep track of their responsibilities. Additionally, Uncle Sales provides location-based reminders to help users stay organized while on the go. This app also functions as a comprehensive CRM address book, enabling sales representatives to easily navigate their client lists and even find them on a map, which is particularly beneficial for small businesses looking to avoid the high costs associated with traditional CRM systems. Furthermore, Uncle Sales eliminates the need for cumbersome email reporting by allowing users to send reports directly from the app with attachments, streamlining the whole process significantly. This innovative approach not only enhances productivity but also simplifies communication within the sales team, making it an essential tool for modern businesses.

An all-in-one dashboard designed to streamline your workflow, where you can track all essential metrics in a single location. Generate leads effortlessly through a variety of channels, including feedback forms, live chat, notifications, or by importing your own data. Configure automated and trigger-based emails to deliver personalized content and offers to your potential clients. Ensure your team stays on top of hot leads with timely reminders and segmentation. Monitor lead conversion rates within the funnel and follow up as necessary, at optimal times for each lead. You can import multiple lead lists while we prevent any duplicate entries. Enter leads manually or capture them through live chats seamlessly. Utilize smart exit popups to convert anonymous website visitors into leads effectively. Transform visitors into paying customers and increase revenue by providing exceptional support and driving sales. Collect valuable feedback while assisting customers like an expert, ensuring no inquiries are overlooked and client satisfaction is maintained. Offer support across both web and mobile platforms, even during off-hours, with a personalized FAQ page tailored to your brand. This comprehensive system not only enhances lead management but also fosters long-lasting customer relationships.

Mobile CRM fosters teamwork by enabling representatives to establish seamless connections with clients and partners. This tool enhances decision-making capabilities by allowing users to delve into their data effectively. You can oversee your remote sales personnel without relying on a single email, ensuring that all team members are connected, engaged, and motivated to perform efficiently, no matter their position or geographical location. By leveraging the capabilities of Artificial Intelligence and Intelligent Workflows, actionable insights are recommended in real-time through mobile applications, providing valuable information on the go. Additionally, you can manage customer visits, plan upcoming activities, and streamline customer onboarding using features like visit management, forms, and OCR technology. Intelligent workflows and automation significantly minimize manual tasks, aligning with the need for businesses to embrace modern technologies and strategies. Ultimately, companies that think ahead are increasingly incorporating Artificial Intelligence into their operations to meet evolving customer expectations. The shift towards these advanced tools is not just a trend but a necessary evolution in the business landscape.

emFace stands out as a premier mobile and cloud-based solution for Retail Execution. It empowers retail brands that operate their own outlets to enhance execution and gain insights into store operations. With our custom mobile applications, Sales, Compliance, and District Managers can more efficiently organize their schedules, assess store performance metrics, complete audit forms, and delegate tasks to store managers. Additionally, consumer goods firms that distribute through venues such as department stores and supermarkets can better oversee their sales teams, merchandisers, and promoters. By equipping them with a branded mobile app, tracking trade promotion success in real-time becomes seamless, along with monitoring stock levels, inventory, and pricing at various locations. They can also document and annotate photos of their observations in the field while simultaneously recording order data. As a result, management gains access to real-time analytics and dashboards through Salesforce.com, allowing for comprehensive follow-up and strategy adjustments. The integration of these features ultimately enhances operational efficiency and drives better decision-making across the board.

Gather comprehensive details regarding the Site and Campaign, all of which are uploaded instantly. Each site visit and corresponding photo have their GPS locations recorded, allowing you to pinpoint the exact locations of all your assets. Schedule visits with specified start and end times while assigning these visits to specific Field Marketeers. Capture images and information in restricted environments, such as gas stations and venues with limited network access. Manage permissions to control who can upload photos, create campaigns, add sites, schedule visits, and manage users. Offer clients ‘read-only’ access so they can monitor their campaigns. Additionally, the app enables the on-site team to gather extra Survey details related to both the Campaign and the Site, with all data being uploaded in real-time. The Head Office teams benefit from an advanced web-based management system that allows them to organize Visits and oversee the activities of the on-site team efficiently, ensuring a streamlined workflow and effective communication. This comprehensive toolkit not only enhances accountability but also ensures that all aspects of the campaign are meticulously monitored and managed.

PitchPerfect streamlines the development of high-quality, cohesive pitch documents that are on-brand, enabling you to dedicate more effort to customizing the content to align with specific client needs. A firm's success hinges on its capability to effectively market itself through an increasing number of meticulously designed pitches that highlight its unique strengths and differentiate it from competitors. Winning new business often depends on the firm's ability to clearly articulate why it is the ideal choice for prospective clients. As such, firms strive to generate polished and professional draft pitch documents quickly and effortlessly, allowing the pitch team to concentrate on creating compelling content. However, limitations related to time, resources, and content sourcing frequently render this process challenging and inefficient; PitchPerfect addresses these issues directly, ensuring a smoother and more effective pitch preparation experience. By enhancing productivity and streamlining operations, PitchPerfect empowers firms to present their best selves in a competitive market.

Forget about unreliable data! Our AI leverages both third-party partnerships and proprietary web crawling techniques to aggregate, match, and validate real-time information about companies, including emails, mobile numbers, social media profiles, and much more across an extensive database of over 500 million profiles and more than 10 million companies. Sales professionals appreciate our hyper-targeted lead search capabilities that yield actual contact details, freeing them to engage directly with prospects rather than spending time on research. Additionally, our complete automation of list building enables sales teams to focus on meaningful conversations rather than data gathering. The seamless integration with their CRM and workflow tools, along with lead de-duplication features, enhances their efficiency significantly. Marketers benefit from our provision of both personal and business emails, which helps achieve higher match rates for tailored audience ad targeting and facilitates the creation of outreach lists for their sales teams. Ultimately, this comprehensive approach transforms how businesses connect with their prospects and customers.

You want to buy leads for your contacts database? LeadGibbon is an elegant tool that allows you to search for reliable lead data. Find new leads based upon title, location, industry, or firmographic data. Once you're done, export the list in one click. Or save it and share with your team. LeadGibbon is the fastest and most efficient way to find decision-makers with purchasing potential.

Enhance precision, gain mastery, and expand your enterprise with advanced price optimization software powered by state-of-the-art AI technology. A successful pricing strategy necessitates personalized recommendations that take into account your customers' unique willingness to pay while aligning with your overarching business goals to establish an effective pricing framework. By understanding what consumers value, their preferences, and how these factors shift in an ever-changing market, you can fine-tune the pricing of your products and services to seize the full potential of every sales opportunity. By proactively adjusting prices for the specific circumstances of various selling scenarios, you can safeguard and enhance sales while maintaining profitability. PROS Guidance pricing software harnesses robust AI capabilities to drive significant improvements in win rates and overall value. The outcome? Remarkable growth. Clients frequently experience a margin enhancement of 100-300 basis points in a short period. Furthermore, this software allows businesses to stay ahead of market trends, ensuring sustained competitive advantage.

Offeris is an online platform designed to facilitate the easy creation and management of various business documents such as business proposals, sales orders, purchase orders, invoices, and warehousing records. The system allows for profit calculations based on multiple parameters, ensuring accurate financial assessments. Generating orders or invoices is straightforward, with the option to select from various template designs for PDF outputs. Additionally, users can monitor issued items and their order statuses effectively. The platform streamlines the process of creating purchase orders for suppliers, particularly for items that are currently out of stock, and allows tracking of required delivery dates and confirmation of deliveries. Users can also manage received and issued invoices, as well as create proforma invoices with the capability to generate tax receipts for payments received. Furthermore, the system enables the collection of invoices based on delivery notes, ensuring comprehensive tracking of all business transactions. Overall, Offeris provides a robust solution for managing vital business operations efficiently.

To stay at the forefront of the business world, automating the sales process is essential, ensuring that it remains swift, simple, and consistently tailored to individual needs. This is where Smart CPQ software comes into play, empowering your sales teams to present the ideal product at the optimal price in record time. With PROS configure, price, quote software solutions, your team can respond to customer inquiries in mere minutes, driving sales forward. By integrating AI-driven price optimization techniques, your sales personnel will enhance their chances of sealing the deal with an initial quote. Thanks to PROS CPQ software, your team can efficiently generate accurate quotes for the best products at competitive prices. Eliminate obstacles in the sales process; Smart CPQ technology streamlines the entire experience while offering robust, user-friendly tools that enable your representatives to pinpoint the right offerings, tailor configurations, oversee approvals, set competitive prices, and create polished proposals that impress clients. This comprehensive approach to sales automation not only boosts efficiency but also enhances customer satisfaction, making it a vital asset for any forward-thinking business.

As virtual sales presentations become increasingly prevalent, it is essential to present product information in a format that is both easily accessible and conducive to effective sales discussions during video meetings. aWorkbook is crafted with the buyer's journey at the forefront, equipping you with the necessary tools to navigate through product selections while integrating all available brand materials such as videos, images, and 3D visuals. Implementing a ‘channel right’ product strategy emphasizes the importance of presenting the appropriate product to the corresponding buyer. The assortment planning capabilities of aWorkbook offer complete flexibility, allowing you to customize product details to align with your channel strategies. Building a strong relationship between the buyer and your brand is now more crucial than ever, as buyers seek to resonate with your values and marketing narratives to ensure they reflect their own. Additionally, aWorkbook offers essential tools for storytelling that enhance this connection and engagement with potential customers. In this way, it not only supports the sales process but also fosters a deeper understanding of your brand’s mission.

Enhancing agility in service can significantly boost the likelihood of transforming leads into actual sales. The system can seamlessly integrate through API connections with various platforms such as website forms, landing pages, Facebook, WordPress, vertical portals, and chat applications to gather essential data for the software. Once a conversion occurs on your site, Followize promptly dispatches notifications via email, system alerts, and push notifications to inform the designated team member about the new lead. Currently, our extension is only available for Chrome, but our development team is actively working on expanding its availability. There are no fees associated with messages or customer counts, as our extension is completely free of charge. Each member of your team can easily utilize the extension with different phone numbers, allowing for dynamic interaction with your clients. This empowers you to send communications that enhance engagement and drive sales. Followize stands as your dedicated partner in achieving effective results, eliminating the cumbersome filters and complex formulas that hinder your business growth, and providing a streamlined tool for efficient lead distribution to your sales personnel. By leveraging this innovative approach, you can optimize your sales processes and foster meaningful connections with your customers.