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Top 64 Octiv Alternatives
Conga Collaborate
Manage sales proposals to simplify and improve team performance
Conga Collaborate is a document management software for generating automated Sales Proposals with business branding and auto-population of data ensuring accuracy and speed in response time. The software can be used across various industries such as Non-Government, Retail, Technology, Manufacturing and more. ...
Conga Collaborate helps create personalized documents from templates that can be customized to include business branding. The software enables storing of the content in a common repository enabling drag-and-drop facility for adding relevant content to documents, and collaboration in real time for modifications and approvals. It also supports sending and tracking of documents through a secure link and provides alerts on prospect reads.
The Analytics and reporting feature provides insights on deal status, content effectiveness, content usage and more. The software is provided with end-to-end support by the Conga team. It also integrates easily with the other Conga Software such as Conga Sign, Conga Composer and more, in addition to integrations with other business software.
Zoho Motivator
Zoho CRM’s sales activity management tool.\n
Zoho motivator is a sales activity management tool for sales teams to enhance the revenue. It primarily provides built in dashboards and charts for sales reporting, sales performance management ...
It comes with analytics, targets, contents and broadcast tools to monitor the calls made and meetings attended to assess the performance of the team. It comes with built in integration with CRM tools.
SAP Sales Cloud
Sales engagement software delivering 360-degree view of every customer and interaction
SAP Sales Cloud is a Sales Automation Software that helps organizations connect and guide customers throughout their buying journey. It empowers organizations to leverage insights, drive growth, and build lasting customer relationships. Also, streamlines and automates basic selling processes and enables dealers with insightful suggestions. It helps to increase sales and revenue, improve stakeholder relations, and improve internal communications. ...
SAP Sales Cloud boosts sales effectiveness with AI recommendations customized to every opportunity and intelligent automation of labor-intensive tasks, such as interaction capture. It connects with clients deliberately and makes every interaction count by managing activities, advancing opportunities, and tracking performance offline and online. It also empowers clients to be trusted advisors and create lasting relationships with a full view of every customer interaction, social insights, and selling guidance.
Some of its features include driving revenue with connected lead, opportunity, and forecast processes, improve sales productivity with collaboration tools, interactive dashboards, and real-time customer analytics, focus sellers on prioritized leads and opportunities with high adoption of intelligent scoring, increase deal velocity and win rates with AI recommendations and activity guides and many more.
Performyard
Employee Performance Management Software
PerformYard is a performance management software, a flexible tool for HR that helps with annual reviews, quarterly goals, continuous feedback and creates a simple experience for the employees. ...
Some of its features include customized forms and cycles to meet the needs, deploy and track progress to monitor reviews, allows inputs on employee performance from anyone within and outside the organization at no additional cost, analyze and visualize results comparing employee performance, gather performance insights, recognizes outstanding performances and more.
Leveleleven Sales Management
A performance management system that reinforces key behaviors for sales and Customer-facing teams
Leveleleven Sales Management is a performance management platform for sales, customer success teams to drive sales performance. Leveleleven Sales Management helps teams to get real time performance ...
Leveleleven Sales Management comes with contest engine to spin up automated contest to motivate the behavior metric, it provides easy to use templates for managing contests and drive sales performance.
SalesScreen
Boosting Sales & Employee Motivation
SalesScreen is a sales performance software for sales teams to increase workplace productivity. It primarily provides customer relationship management, employee engagement through visualization ...
It comes with gamification, motivation, data visualization capabilities.
Spinify
Spinify - Sales Dashboard To Improve And Motivate Your Team
Spinify is a sales gamification software for small business, enterprises to motivate, drive sales teams, enhance team collaboration and increase revenue. Spinify helps teams to drive ...
Spinify comes with integration to Salesforce, Pipedrive, Hubspot, Google Sheets, Excel, Slack, SQL, Zapier and 100+ .with built in app by confirming your access to them, Spinify then handles all the syncing.
The Anaplan Platform
Supports detailed models that can manipulate data down to the transactional level
Anaplan is a Web-based enterprise platform for connected planning to enhance decision-making in dynamic environments. It helps to increase sales & revenue and acquire customers. Anaplan’s ...
Anaplan provides customized views with key performance metrics and multidimensional reports. View Designer and View Merge enable users to slice, pivot, filter, and sort data. Users can build pages, apps, and board to create more visual, interactive dashboards that display KPIs, charts, and more. It supports multi device accessibility from desktop, tablet and mobile - both IOS and Android. Users can view KPIs, receive alerts, and make timely changes and updates easily and on-the-fly.
CloudShare
All-in One solution for virtual sales Demos and POCs
CloudShare is a virtual training platform that delivers engaging, hands-on remote training and customer education with minimal effort. Accelerates the sales cycle with the leading all-in-one solution for virtual sales demos and POCs. It helps increase customer engagement and drive positive business outcomes. ...
CloudShare helps software companies deliver complex demos, hands-on engagements and proofs of concept/value, replicating real-world environments in minutes, to significantly improve time to market as well as save costs. Boosts the Potential of the Channel Partner Relationships with CloudShare for Channels and also protects the organization by being a step ahead of attackers and potential data breaches.
Some of its features are intuitive, ready-to-use templates and step-by-step wizards, Use automation to speed up tasks, such as managing end-to-end environment lifecycles, uploading machines, and creating templates of specific environments, powerful dashboards to manage, report and calculate ROI based on real-time data and historical trends and more.
Arcade
Helps you build teams that are highly productive and engaged
Arcade is a gamification software that helps to increase team performance to turn KPIs into exciting contests that motivate them. It is suited for companies that are looking to improve employee engagement by making workplace fun possible. ...
It helps to create goals & games, motivates with rewards & recognition and allows teams to connect. This allows to build a culture focused on recognition and celebration.
The software provides employee engagement through rewards program that can be aligned with your business goals. The Employee Reward program offered by Arcade allows the employee to trade the tokens earned by them to rewards of their choice through numerous choices in Arcade. The employer can use this software to create employee rewards budget in Arcade, set games, goals and distribute tokens to employees who do well and track performers. The employees can readily trade tokens for rewards that they actually want. Arcade’s games strategically allow employees to focus on actions and behaviors that increase business growth. It allows to focus on the progress and not leaderboard positioning providing all employees a chance to win. Managers can easily track performance and engagement analytics in one place. The software helps to encourage teamwork and build healthy community by sharing photos, videos and announcements of achievements, outings, celebrations and more through the company’s newsfeed. It also enables team to create individual or group chats to build effective communications.
Adobe Sign
Verifiable and secure E-signatures & digital signing software
Adobe Sign is a cloud-based e-signature service that allows the user to send, sign, track, and manage signature processes using a browser or mobile device. It helps to improve digital and social presence and ROI. ...
Adobe Sign gives a simple e-signature tool to get documents signed faster with more advanced features like form templates, bulk sending, and enterprise-grade capabilities.
It also includes capabilities like easy payment collection from customers just by filling and signing forms, receiving notification as soon as a document is viewed or signed or about to expire, sign on mobile to collect the documents remotely, and much more. It also easily integrates into the systems and applications already in use, to drive the business forward, with seamless simplicity.
Conga Contracts
Contracts automation for streamlined contract management
Conga Contracts is a contract management solution that administers all aspects of the contract lifecycle. It offers an innovative system that allows for contract creation using company standard agreements, negotiating in a secure online environment, and much more. ...
Conga Contracts offers an array of tools to manage contracts for various business use and requirements. This is made possible by an enterprise-grade solution that empowers contract language, mitigate risks, and develop policies. It makes drafting, negotiation, workflow and approvals, reporting, and renewal management easy for its users. Its customer-centric dashboard provides a real-time, personalized display of data and statistics.
Conga Contracts also offers the SalesConnect feature to ensure visibility over the entire contract lifecycle management process without having to leave the Salesforce environment or the CRM platform. The system provides users with compliance reports for better access across departments in the organization, helping mitigate exposures and risks.
Slack
AI work management and productivity tools
Slack is the collaboration hub that brings the right people, information and tools together to get work done. It helps to align their teams, unify their systems, and drive their businesses forward. ...
Slack offers a secure, enterprise-grade environment that can scale with the largest companies in the world. It is a stack where people can work together more effectively, connect all their other software tools and services, and find the information they need to do their best work. It offers real-time messaging, file sharing, archiving, and search. It has several internal and external sharing options to receive and share files with anyone. It offers advanced search, filters and sorting that make it easy to get the right files.
Some of its features include conversation channels, private groups, messaging, message history, search, snippets, webhooks, collaboration, fFile sharing, file browsing, voice/video calls, feedback, progress archive, notifications, integrations, synchronization, open API and more.
Egnyte
Fyber FairBid - Fyber is a holistic publisher platform
Egnyte is a content intelligence platform designed to empower organizations to protect, connect, and unlock value from all their content. It helps to scale best practices, establish thought leadership and enhance customer relationships ...
Egnyte helps to combine data-centric security and governance, AI for real-time collaboration and predictive insights, and the flexibility to connect with the content sources and applications the business users know and love on any device, anywhere, without friction.
Some of its features include a unified view of all content, automated governance, content intelligence and discovery, streamlined administration, open, flexible and extensible architecture and more.
RingCentral Video
Free and unlimited online video meetings
RingCentral Video is a Video Conferencing and Team messaging platform to book meetings, chat with teammates, and experience the platform in action. This seamless video meetings helps to build, grow, and connect the teams from anywhere. ...
It provides advanced meeting inights which includes meeting summaries, topics, video highlight reels, keywords, and video transcription with speaker identification. It supports presentation modes following every movement of presentation and keeping everyone on the same page with screen sharing along with the features like whiteboard, breakout rooms, team huddle and dynamic end-to-end encryption.
Some of its features include free online video meetings, secure, high-quality HD video and audio, group chats with teammates and clients, file sharing and task management tools, boosting team collaboration and productivity, secure conversation and more.
Qwilr
Qwilr - Software for creating proposals, quotes and documents as ...
Qwilr is a software for creating sales and marketing documents such as proposals, quotes and other business documents and can be used by individuals or sales and marketing teams in large enterprises. ...
Qwilr comes with a Template library for creating the business documents. The Blocks feature enables reuse of the best document or template or mix and match and stay consistent with the brand. The Quote Block consists of a Quote package and line items with conditional pricing for the client to make choices and arrive at the optimal solution.
Qwilr integrates with the CRM and Accounting tools running in the system and provides features for capturing information on customer names and other client details for personalizing the business documents. It also comes equipped with e-signature features, and integration with Stripe for enabling payments on any device.
QorusDocs
Powerful proposal management tools for accurate responses to RFPs
QorusDocs is AI-powered proposal development software that automates the creation of strategic sales responses that stand out and win deals. Personalized for each prospect, proposals are professional, on brand, and error-free, and include data insights proven to lead to better win rates. Easily produce high-quality proposals that give the team the best chance to win. ...
QorusDocs is used by Sales and Marketing Management teams in industries such as Managed IT Services, Legal, SaaS and Professional Services creating quick and accurate responses to RFPs. It increases win rates and simplifies the RFP process to boost sales velocity.
QorusDocs features provide AI-powered content recommendations and make proposal creation easy with the auto-answer feature that searches the content library for adding the relevant content elements. The software enables seamless collaboration and secured sharing features that help drive content optimization and consistency for a distributed workforce.
Intelligencebank DAM
Transform Your Marketing Operations
Intelligencebank DAM is a marketing software that helps to save time, reduce risk and unleash the power of the content. It also maintains brand compliance, consistency and efficiency across all areas of marketing by managing the content lifecycle, transform files on the fly, and find, share and distribute assets seamlessly. ...
Intelligencebank DAM allows the team to easily access, edit and use files they need, transform and distribute assets directly into websites and marketing channels, finds approved content faster than ever, track what’s important and stay compliant, automate local marketing with creative templates, and also achieves marketing efficiency and brand compliance across your entire MarTech stack.
Basecamp
Project Management & Team Communication Software
Basecamp is a cloud-based project management software used by project managers, freelancers to communicate and collaborate. The software helps teams to organize their work and establish project workflows thereby increasing efficiency. ...
The platform is primarily used to create To-Do lists, schedule, create and upload documents and files, share messages and chat with colleagues, restrictive viewing or editing rights, and regular project health monitoring. It facilitates easier communication, removing the challenges especially for virtual teams.
The software helps set up a project, track tasks, add people to the project for communication, manage message board and provides facility to store files.
Evernote
App designed for note taking, organizing, task management, and archiving
Evernote is a note taking application that helps keep information organized and handy with capability to include text, images, audio, scans, PDFs, and documents to the notes. It supports customized formatting and helps sync up easily with other tools. ...
Evernote helps create a clutterless environment by reducing need for hard copies, economizing on storage space and enabling back-up copies in addition to allowing shared access. It allows saving of web pages without the ads, and marking up and highlighting text, and recognising handwritten notes.
Evernote’s Spaces feature provides for collecting and organizing team ideas, which can be shared and forwarded further for converting ideas into action. The templates feature helps organize notes quickly, saving time and effort, and is made customizable and reusable .
M-files
Intelligent Information Management Solutions
M-Files is an Intelligent Information Management System that helps enterprises find, share, and secure documents and information. The solution is suitable for small and large businesses in multiple industries. ...
The M-Files solution is metadata based, repository neutral, and intelligent. That means that users can find data based on what it is, not where it's stored. Users can see information in context automatically, regardless of its system of origin. There is no need to worry about data migration - keep everything exactly where it is and access it instantly. M-Files is an intelligent solution that connects to all data repositories. M-Files allows access to information offline with a mobile device. Users can easily share it with anyone and add workflows to automate business processes.
M-Files allows users to configure the platform or use templates to support general use cases. Additionally, several add-ins and APIs help to configure it just the way needed. Automated workflow tools include notifications sent to users when they need to review or approve document changes. The co-authoring feature allows users to simultaneously edit documents and send invitations to co-workers, workgroups and users via sharing links.
Autodesk Revit BIM
Multidisciplinary BIM software for higher-quality, coordinated designs
Revit BIM (Building Information Modeling) software is used to drive efficiency and accuracy across the project lifecycle, from conceptual design, visualization, and analysis to fabrication and construction. Project teams can work together anytime, anywhere by bringing all project teams into a unified modeling environment, driving more efficient and cost-effective projects using Revit with BIM Collaborate Pro, a powerful and secure cloud-based collaboration and data management solution. ...
It helps to begin modeling in 3D with accuracy and precision. Automatically update floor plans, elevations, and sections as the model development and also helps to handle routine and repetitive tasks with automation to focus on higher-value work.
Revit features for BIM include supporting multidiscipline design collaboration, Quickly produce design alternatives based on goals and constraints, open, graphical system for design and form-making, Contributors from multiple disciplines can share and save their work to the same centrally shared file, tabular display of model information, imports, exports, and links the data with commonly used formats, including IFC4 and more.
SignNow
Electronic Signatures | SignNow
SignNow is an electronic signature software platform that allows users to create an electronic signature from anywhere. It allows businesses to capture legally-binding signatures across a range of documents through any device, with native mobile apps for iOS and Android. It provides solutions for small, midsize and large businesses. It saves time and costs involving paper-based documents and workflows. ...
It enables users to sign documents and request for documents to be signed by other parties while maintaining industry compliance. With SignNow, static processes like creating, printing, sending, or faxing documents to signers to affix their legally binding signatures are virtually eliminated. It supports both single and multi-party signing, and offers cloud storage integrations, authentication tools, customizable branding, shared templates, and more. Users can manage documents and templates, with the ability to import documents from Microsoft Word, create and share documents with team members, generate templates for commonly-used documents, merge existing documents, and view document previews.
signNow enables the sending of bulk invites to multiple recipients, definition of set signing orders, and setting of expiration dates on document signing links. Signers are able to decline to sign documents, and can change their minds later on, with an automatic reminder delivered after 24 hours. It can be integrated with programs such as Salesforce, Office 365, Google Apps and Google Drive.
Sertifi
A Leader in Frictionless Business
Sertifi is an agreement platform built for businesses to finalize their agreements securely, efficiently, and conveniently. It helps to enhance customer relationships and increase sales and revenue. ...
Sertifi helps businesses to send and collect agreements and payments by bringing it all into one secure platform. It automates business processes, saves time from performing repetitive tasks, enhances security and PCI-compliance, and provides customers an easy and convenient way to do business with the company.
Some of the features of Sertifi include ability to streamline workflow processes and improve communication, customers to sign either electronically or print, sign, and fax, audit trail, integrate with leading applications, real-time updates, and many more.
ExaVault Business File Sharing service
File Sharing Service | Custom Branded File Transfer | ExaVault
Ingeniux CMS
Uniquely Agile Content Management
Ingeniux CMS is agile content management and digital experience software that can manage content, create new layouts and experiences, and track site performance all in one place. It is designed to manage and deliver modern websites, customer support portals, online communities, and other customer touchpoints. ...
It focuses on content, uses visual page builder to create stunning layouts, and can see the content performance with analytics reports on every page. It manages all content, including pages, components, and assets like images, media, and documents. Its agile decoupled architecture allows it to publish one hundred sites as easily as one.
Key features include in-context editing, visual page builder, internal site search, taxonomy management, asset management, blog management, user management, security, reporting, workflow, support for multilingual, and more.
Salesforce Anywhere
Real-time Team Collaboration App for Sales and Service teams
Salesforce Anywhere is a Collaboration software and the easiest way to accelerate sales processes inside Salesforce, helping teams close deals faster. It reimagines sales and service with ...
It also helps the team to work together on plans, discuss records, and analyze reports, keeps sales and service on the same page with smarter decisions and take the right steps to drive the business forward with suggested actions powered by AI.
Acrolinx
Enterprise Content Governance Solution
Acrolinx is an Enterprise Content Governance solution with an AI engine that enables content aligned to strategy creating better customer engagement and sales growth. It can be used in businesses of all sizes across industries such as Software & IT, Engineering & Manufacturing, Hi-tech, Healthcare and more. ...
Acrolinx features include Guidance Wizard, Content Analyzer, Analytics Dashboard, Sidebar and Integrations. The Guidance Wizard enables capture of requirements including guidelines for tone of voice, preferred choice of words and phrases, variations in handling campaigns and more. Acrolinx provides a guided content creation process with feedback to provide clarity, consistency and staying in line with the brand.
The Content Analyser enables creating a baseline Acrolinx score against which content quality can be assessed and marked for improvement. The Analytics Dashboard provides insights on issues, trends, content scores and more.
Mimeo
Mimeo.com - Online Printing & Content Distribution
Mimeo is a Web-to-Print Software. Mimeo, provider of online content distribution and printing platform is intended to manage and distribute content. The company's platform provides customers with the simplest way to create, manage, and distribute content. ...
The intuitive print application allows users to easily upload, build and proof their documents right from their desktop in minutes. Centralized print control ensures brand consistency, all within Mimeo PrintX’s application. It creates a branded storefront for internal and external clients to access their content. It provides enterprise organizations with a path to develop their digital strategy while providing teams with a new way to communicate and collaborate.
Mimeo brings customers' content to life through print and digital formats via its enterprise application suite and global print production facilities, enabling businessmen to save their time while managing, and distributing content for their business.
Orangedox
Track your Documents
Orangedox is a cloud-based Document Protection software that helps Dropbox and Google Drive users store, track, customize, and share documents. It helps sales, marketing and compliance teams track documents. ...
It offers sales document analytics on shared Dropbox and Drives files or folders, page by page viewership details, workflow integration and Gmail attachments tracking. Businesses can transform their Dropbox into a branded portal for their customers.
Its features include sales and email tracking, email marketing campaign tracking, compliance and data rooms, auto document sync, viewership metrics, track social media and web engagement, integrate with existing marketing and sales tools and more.
Spinify
Spinify - Sales Dashboard To Improve And Motivate Your Team
Spinify excels in engagement and motivation management, appealing to large enterprises focused on improving efficiency and revenue. Its robust features like integration and analytics cater to diverse industries such as IT and real estate. Octiv specializes in sales document management and proposal handling, helping large enterprises streamline sales processes and client relations. Its standout features, compliance, and custom reports suit businesses in IT and marketing, with strong 24/7 customer support. ...
The Anaplan Platform
Supports detailed models that can manipulate data down to the transactional level
The Anaplan Platform focuses on enhancing forecasting and collaboration in the sales process, while Octiv provides strong support for document, proposal, and contract management. Anaplan excels with rich analytics and seamless data integration, well-suited for small and mid-sized businesses across various industries. In contrast, Octiv's strengths lie in proposal and communication management, favored by large enterprises, particularly in IT and marketing. Each platform offers different vendor support and core features, catering to distinct operational needs. ...
Plecto
Visualization Software that helps you motivate your employees
Plecto is a dashboard software for sales, customer service, marketing , finance , development , ecommerce and enterprise teams to increase sales, employee performance and engagement. It ...
It uses built in UI , Integrations , pre-built widgets, gamification for providing real time employee performance and data for allocating most of the resources.
Leveleleven Sales Management
A performance management system that reinforces key behaviors for sales and Customer-facing teams
Leveleleven Sales Management excels in coaching, performance, and engagement management, suitable for enterprises aiming to enhance efficiency. In contrast, Octiv specializes in sales document management and contract handling, ideal for large enterprises focused on acquiring customers and managing digital signatures. Both offer robust analytic features and varied support options, though their emphasis differs based on user needs. ...
Ambition Sales Performance Management
Helps improve sales performance through enhanced employee engagement, including sales contests
Ambition is a sales performance management software that provides set of tools to help sales teams and leaders to improve their productivity. Ambition includes Sales Gamification to motivate and ...
Ambition integrates with all major CRM including Salesforce.
Gryphon.ai
Conversation intelligence platform for call coaching and guided selling
The Gryphon.ai is an end-to-end sales acceleration platform with a carrier-grade network infused with business intelligence and artificial intelligence. It allows for faster onboarding, improved top-of-funnel activity, accelerated deals through the funnel, streamlined customer onboarding, and reduced compliance risks. It helps to accelerate pipeline, advance deals and close more revenue faster than ever before. ...
Some of its features include Call Recording and Conversation Intelligence, Real-time AI Guided Coaching, Multi-channel Sales Cadences, Amplify Learning Management systems, Sales Acceleration Insights, Data-driven Revenue Insights and more.
SAP Sales Cloud
Sales engagement software delivering 360-degree view of every customer and interaction
SAP Sales Cloud and Octiv cater to sales teams with distinct strengths. SAP Sales Cloud excels in forecasting, engagement management, and enhancing customer relationships with advanced analytics and 24/7 support. Mid to enterprise markets predominantly utilize it. In contrast, Octiv emphasizes document and proposal management, focusing on large enterprises and IT industries, offering strong integration and custom reporting capabilities. Their vendor support is robust, facilitating smooth user operations. ...
Varicent
Sales Performance Management for revenue growth and maximize ROI.
Varicent is an industry-leading sales performance management solution that helps businesses of all sizes create smarter plans, identify efficiencies across leaky pipelines and pay sellers accurately and on time. It assists sales organizations to improve performance and drive profitability and enables them to provide solutions to enterprise and mid-market businesses looking to increase sales efficiency and improve effectiveness. ...
Varicent provides a single, integrated platform to manage the end-to-end processes of all aspects of sales performance. It enables to plan territories and quotas effectively, improve revenue operations to capture missed pipeline opportunities, and leverage the fastest and most flexible way to pay sellers accurately and on time. Varicent also accelerates the ability to make plan changes and adopt new strategies and enables new insights to outdo previous performance.
Some of its features include resolving inquiries faster, Automatically providing instant answers, Identifying levers to outdo performance, Improving sales forecast accuracy and reliability, Discovering new revenue insights, Managing sales complexity, Maximizing sales territory planning potential and more.
(Varicent has acquired Funnelcake)
Centrical
Enterprise Gamification Software as a Service Platform
Centrical is an employee engagement and performance management platform that improves employee engagement, proficiency and performance. It is suited for any businesses looking to boost employee performance, employee engagement and improve business agility. ...
It features advanced gamification, personalized micro learning and performance management that empower them with real-time performance tracking, engage them with challenges, levels & prizes, and offer prompts and micro learning that will help to achieve goals.
It provides advanced enterprise gamification that connects to employee emotionally to work for a positive and productive work culture. The personalized micro learning provides the right learning to the right employee based on their knowledge and performance data. The real-time performance management supports with continuous performance tracking and feedback to increase employee effectiveness and efficiency.
Arcade
Helps you build teams that are highly productive and engaged
Arcade and Octiv, both in the Sales Performance Management space, cater to varying business needs. Arcade excels in engaging customers and improving sales through games and social media, targeting large enterprises in real estate and telecommunications. Octiv, with its strengths in managing sales documents and digital signatures, suits a broader range of industries like IT and marketing, focusing on seamless proposal and contract management. Both provide round-the-clock support, but optimize different aspects of sales processes. ...
Xactly AlignStar
Sales Territory Mapping Software to drive higher revenue and lower the cost of sales
Xactly AlignStar is a Sales Territory Mapping Software that provides territory design and planning solutions that use a data-driven approach to optimize sales territories. It provides solutions for businesses that need to visualize potential, analyze performance, optimize, territory design and manage field resources to maximize results. It helps to drive higher revenue and lower the cost of sales, uncover opportunities and increase productivity. ...
It enables managers to visualize customer and prospect potential to place sales reps in the locations with the highest concentration of potential. It streamlines territory planning and optimizes sales territories. A cloud-based solution, Xactly Territories also makes it possible to include local sales managers input into the reallocation or redesign of territories.
Some of its features include visualize customer and prospect potential to place sales reps in the locations with the highest concentration of potential, spatial analysis capability assists companies in identifying new sales opportunities, easily upload and combine third party data to uncover “whitespace opportunities”, and built-in analytics engine automatically creates balanced and fair territories based on parameters.
Lattice
People Management: Performance & Engagement Software
Lattice is a Sales Performance Management Software. Lattice is a performance management solution created to help enterprises and organizations improve employee retention by utilizing the latest innovations and trends in performance management. ...
The software is designed to facilitate the development of a culture built around clear and defined expectations, a continuous stream of feedback, employee learning and development, and performance evaluations. Lattice allows companies to cover the whole breadth of a performance management cycle. Lattice is designed and created from the ground-up to be an employee-centric solution.
Lattice Features includes Integrated Reviews, Real-Time Feedback, Constructive Feedback, Track Employees Progress, Structure One on One Meetings, Agenda for One-on-Ones, Powerful Review Analytics, Feedback Sharing, Performance Planning, OKRs and SMART Goals, Customize Questions. The software provides feedback tools that encourage employees to be more opinionated and honest. Sharing feedback with colleagues is also a breeze. This capability makes it easy for users to acknowledge top performers as well as deliver constructive criticism
Zoho Motivator
Zoho CRM’s sales activity management tool.\n
Zoho Motivator and Octiv both offer solutions in boosting sales performance, but cater to different strategic needs. Zoho Motivator focuses on fostering collaboration and managing customer relationships, making it suitable for nonprofits and retail. Octiv excels in automating document management and streamlining contract workflows, making it ideal for enterprises in IT and marketing. Evaluating specific business needs against these strengths will guide users to the best fit. ...
CloudShare
All-in One solution for virtual sales Demos and POCs
Octiv excels in sales document and proposal management, making it the top choice for large enterprises seeking to increase sales and customer acquisition. CloudShare focuses on engagement and social media management, offering a robust solution for improving ROI and stakeholder relations. While Octiv stands out for extensive support options and enterprise focus, CloudShare provides strong analytics and training features for mid-sized markets. ...
SalesScreen
Boosting Sales & Employee Motivation
SalesScreen and Octiv both serve customers in the Sales Performance Management space, but each offers distinct capabilities and features catering to different operational needs and industry preferences. SalesScreen excels in engagement and motivation, with a strong emphasis on enhancing sales performance through data and reports. It is widely favored by IT, banking, and insurance sectors. Octiv, on the other hand, specializes in handling complex sales documentation and offers robust integration features, making it particularly suitable for large enterprises and marketing industries. ...
Xactly Insights
Sales Compensation Strategy & Data to boost compensation ROI
Xactly Insights is a Sales performance management platform used to offer real-time dynamic performance indicators based on real pay and performance data from several industries. It helps to grow market share, improve ROI and efficiency. ...
Using Xactly Insights, companies can proactively monitor their incentive compensation program and make informed business decisions by comparing their performance against peer groups. Its sales, operations, and finance teams use performance data to make accurate and timely business decisions.
Its features like getting reports of team performance, determining areas of concern based on AI/ML indicators and rep attrition algorithm helps managers proactively stem attrition before it happens.
Conga Collaborate
Manage sales proposals to simplify and improve team performance
Conga Collaborate and Octiv are key players in the sales performance management space, each offering unique strengths. Conga Collaborate is excellent for document and contract management with a robust focus on large enterprises in the software and real estate sectors. Octiv excels in proposal and quote management, catering effectively to larger enterprise needs, particularly in the IT and service industries. Both provide strong vendor support, yet Octiv offers more diverse customer support options. Choosing the right tool depends on specific needs, such as industry focus and preferred support channels. ...
Performyard
Employee Performance Management Software
Performyard and Octiv are part of the Sales Performance Management category, each catering to different aspects of sales operations. Performyard excels in performance and customer feedback management, making it a strong choice for enterprises focused on internal efficiencies. Octiv emphasizes sales document, proposal, and quote management, attracting businesses aiming for revenue growth through enhanced sales processes. Both offer robust support options, but their user segments and industry focus highlight distinctive areas where they perform best. ...
GridBuddy
Inline editing, filtering & sorting on a single grid
Gridbuddy is a sales enablement app and productivity tool for all users of Salesforce. It helps to manage all data, improve data quality, improve CRM user adoption and increase sales. It provides a ...
Pre-configured ReadyGrids streamline ways to work with CRM data and salesforce and boost sales team productivity. Visualize groupings in a matrix-style report and helps to increase accuracy and save time in pipeline management. Access a holistic picture of customer on accout level, using the customer360 feature. Update opportunities easily from single screen and all related data in spreadsheet like view with lead and campaign management. Consolidate all external forecasting spreadsheets into centralized and controlled process within Salesforce. At-risk opportunities are integrated into an editable grid for efficient and focused pipeline management
Goalplan
Sales Performance Management Optimizing People, Performance, and Sales
Goalplan is a software solution for sales organization. It helps to drive performance, customer satisfaction, revenues by optimizing employee behavior and, leadership execution. It provides ...
It consists of Chat in groups based on the organizational tree, creates new groups and send video and images and also broadcast video information.
The sales funnel functionality created for transactional B2B companies, sales organizations can get a clear view of the funnel performance and conversion rates. It also measures the conversion rates that really matter, drill down your organization's funnel and the forecast algorithm will tell you your monthly outcome.
Xactly Connect
Sales Performance Management Platform with an Open, Standards-Based API For Seamless Data Integration
Xactly Connect is a sales performance management platform used to automate and streamline the critical flow of data with an open, standards-based data integration platform. It helps to improve sales and revenue and efficiency. ...
It connects easily to any CRM, ERP, HCM, payroll, or other systems to establish a single source of truth for all SPM activities and uses a common language familiar to IT teams to reduce the time required to learn the platform.
Xactly’s web-based UI for the Xactly Connect Data Integration Platform gives both developers and compensation administrators a visual view and control of data integration routines built within the platform.
JOOPY Incent
Employee Centric SPM platform for SMB and Enterprise
Joopy Incent is an employee-centric SPM platform for SMB and enterprises that is available in the cloud or on-premise. Its powerful features are more transparent to employees, and it is a high-connectivity SPM platform. ...
Joopy Incent automatically defines data loading and data handling and implements the appropriate workflow for the organization.
Mambo Gamification Platform
Gamification Platform - Mambo Enterprise Gamification Software
Mambo’s gamification platform is a real-time performance and engagement enterprise gamification software. It is best suited for businesses looking to engage teams, measure their activities and set goals to increase the performance of business. ...
It features to design the gamification solution by analyzing the requirements, identifying key metrics and defining success criteria. It allows to set KPIs, define and track User behaviors, gain insights and measure impact, reward progress, personalize user experience with tags, increase engagement using Activity streams, provide leaderboards and give real-time feedback.
The software allows to ideate and create gamification solutions for your success criteria, continuously monitor key metrics to ensure desired success criteria is met. It allows to analyze and reward on behavioral data to get insights and measure impact and also to increase productivity with peer-to peer recognition. It allows to define clear targets to employee, reward them with coupons and track user purchases.
AmplifAI
AmplifAI Performance Acceleration for Sales & Service
AmplifAI is a sales performance management platform that helps to connect contact center data, processes, teams, and actions and together amplifies sales and customer experience. It helps to improve efficiency and ROI. ...
AmplifAI leverages the power of AI to drive improved business performance while delivering greater employee and customer satisfaction and retention which is accomplished by curating AI-based self-learning, driving predictive coaching and recognition, and crowd-sourcing best practices for employees, teams, and enterprises.
Some of its features include comprehensive data integration, process mapping, role-based visualizations, data-driven coaching, automated analysis, personalized micro-learning, performance correlations and more.
