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Scratchpad: Reviews, Testimonials and Expert Opinions
(1140)Fastest experience to update Salesforces
Top 38 Scratchpad Alternatives
PlanPlus Online
A Productivity System for Leaders and High Achievers
PlanPlus Online is a Productivity Software System for Leaders to help plan, execute, and achieve goals. It is built for professionals and agents working in real estate, finance, and insurance, enhancing their productivity by fusing the highly renowned Franklin Covey business planning methodology to the web, a business practice that focuses on effectively managing time and clients. ...
PlanPlus Online combines a proven productivity engine used by over 15 million people with a powerful Customer Relationship Management system with collaboration, sales, marketing, and project management features. It carries a variety of tools that will help users cover major business management facets, ranging from sales automation, CRM, email marketing, collaboration, project management, customer support, and website integration. PlanPlus Online’s Sales Force Automation (SFA) Process Builder provides a default template that can be used or can modify it to match a specific process.
PlanPlus Online features include digital sales assistant, custom sales dashboards, custom layouts with ideal client profile, create a scalable sales system, lead management with lead scoring, personalized activities on the prioritized daily task list, and more.
Pipeliner CRM
Sales CRM Software - Sales Enablement
Pipeliner CRM is a sales enablement tool designed for sales professionals and administrators to help them focus on pipeline management, sales process and analytics. The sales friendly interface provides all the tools necessary to boost sales and increase revenue. ...
With visual sales process, product catalogue, profiles and charts, the software helps the team with contact management, lead management, account management and sales velocity & insights. It offers drag and drop functionality making it easy to use for dynamic visualized reporting, workflow automation and integration.
The cloud based platform integrates with email client, MS Outlook and Gmail, allowing emails related activities to be performed from within the CRM tool. The visual relationship mapping gives an insight into all the groups and decision makers who influence purchase. The tool can be accessed both offline and online and through mobile as well.
Oracle CRM On Demand
Oracle
Oracle CRM On Demand Offers broad capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. It enables organizations of all types and sizes to: get smarter, more productive and get the best value, period. It helps to streamline business processes and allows key divisions to draw references from the same source of data. ...
Oracle CRM On Demand offers an online CRM with integrated sales and marketing in the cloud. Customers can perform contextual intelligence, real-time and historic analytics, and adaptive business planning.
The suite includes customer relationship management (CRM) solutions designed to help sales, service and marketing departments make information-driven decisions and manage costs and performance. Sales applications include sales force automation, sales order management and channel management. Marketing applications include marketing automation, marketing resource management and tradeshow management. Service applications include customer service, field service, call center and self-service.
Capsule CRM
Build stronger customer relationships, make more sales and save time.
Capsule a CRM platform helps businesses stay organized, know more about the customers, build strong relationships, and to make the most of sales opportunities, all while minimizing user input. It helps to increase sales and revenue and enhance customer relationships. ...
Capsule also helps to tailor the system to meet the needs of different businesses, including custom fields, tags, and branding options. It also integrates with a range of leading small-business solutions for customer support, email marketing, document management, and accounting.
Its features include creating and managing a list of contacts, create tracks to match the business processes, easily track sales opportunities, insightful reports of sales performance, capturing the right information with custom fields to match the brand, and many more.
Netsuite CRM
You can also create and update core NetSuite records from Oracle Eloqua. #### Bi-directionally connect NetSuite CRM and Oracle Eloqua in minutes.
NetSuite CRM software is a cloud solution that delivers a real-time, 360-degree view of the customers. It helps to increase sales and revenue and acquire customers. NetSuite CRM provides ...
Key features of NetSuite CRM include streamlining lead-to-cash processes, elevates productivity across the organization with a 360-degree view of customers, manages global sales and services organizations, and improves sales performance through forecasting, upsell and commission management and more.
Vtiger Sales CRM
Vtiger CRM | Sell. Effortlessly, Close more deals, boost sales team productivity, and reduce time to make a sale
Vtiger’s sales CRM software allows the sales team to close more deals, boost team productivity and reduce time on every deal. It helps to increase conversion rate, boost revenue and grow renewal rates. ...
It features contact management, opportunity management, scheduling appointments, pre-built forecasts, automated workflows, email marketing, sales insights, reporting, collaboration and mobile apps.
It captures leads and sales enquiries from media channels, phone calls and trade fairs. It automatically assigns leads to reps based on different criteria and provides tools to pursue follow-ups. It analyses campaign performance to improve targeting and offers forecasting and deeper insights on open deals.
SalesNOW
The Mobile & Online CRM to Know the Customers Inside and Out
SalesNOW is an online and mobile customer relationship management (CRM) tool for sales representatives, sales teams, and customer support. SalesNOW gives management insight into who is doing what and how effectively sales reps are performing on the road. It also lessens the reporting burden by providing quick access to activity and sales-related graphical and excel-based data. ...
SalesNOW is a powerful and user-friendly sales force automation tool that includes contact management, business monitoring, and lead management, managed by sales teams, management, and executives. It has real-time access to customer information and the ability to stay connected with the sales teams which helps to build better relationships and help to manage the business more effectively.
Its features are - Document Management, Email Marketing, Sales Forecasting, Lead Management, Contact Management, Commission management, Customer Database, Field Sales Management, Referral Tracking, Sales Collaboration and more.
LinxCRM
LinxCRM financial services client care software
LinxCRM is an on-premise customer relationship management (CRM) solution for financial services organizations. It's a Windows-based desktop system with secure remote access. It helps to enhance customer relationships and acquire customers. ...
LinxCRM helps to manage all the incoming commissions and alerts instantly to any underpayments which are locally written and supported. Its customization charges are as per the need and remains under control without an aggregator, franchise head office, or producer group.
Its features include mortgage finance, equipment finance, insurance, financial planning, and property management. It also includes team collaboration and planning, document management, workflow automation, marketing management, referral tools, and business reporting.
Redtail CRM
Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations. It helps to increase sales and revenue, enhance customer relationships, and improve efficiency. ...
Redtail is a subscription service and its CRM providers are priced per database, rather than per user. It offers free phone and email support, free webinars, extensive online help documentation/videos, and a popular traveling Redtail University that provides more in-depth training in a fun setting.
Redtail CRM features include workflow to create a trail of accountability for each task, integration with the industry partners, export of customed data tracked reports, customizable calendars, notes to capture the important history, and many more.
Highspot
Advanced Sales Enablement Tools and Software
Highspot is a sales enablement platform that connects sales teams to the most relevant content for each situation and provides a flexible way to present content to customers. It helps to improve the performance of their revenue teams, elevate customer conversations that drive strategic growth and more. ...
Highspot empowers organizations to manage content, guide, train, and coach reps, and engage customers on the #1-rated platform in the sales enablement category. It helps companies increase the impact of their customer-facing teams and offers flexible content management combined with semantic search, intelligent recommendations and customer relationship management integration, enabling businesses to engage more effectively with customers, driving increased revenue and customer satisfaction.
Key features include maximizes marketing investment, infuses guidance in every conversation with dynamic playbooks and AI-driven recommendations everywhere your sellers work, onboarding and training makes easier for reps to gain new knowledge or brush up when (and where) they need it, drive repeatable success using individual ratings and reviews or by leveraging expert methodologies and more.
Zight
All-In-One Screenshots, Videos, Screen Recording & GIF
Zight, formerly CloudApp, creates software to assist individuals all over the world to interact more effectively asynchronously by using a unified application to produce, annotate, and share screenshots, videos, screen recordings, GIFs, and other media. ...
Zight supports happier and more productive organizations through improved communication, saving time and reducing misunderstandings.
GetAccept
Sales Enablement Platform Fully Enhances B2B Sales Experience
GetAccept is a sales enablement and electronic signature solution platform for sales, sales operation, customer success and legal teams to close the deals faster and increase revenue. ...
It comes with data-driven analytics, sales automation, and personalized engagement features. It provides API to connect with any tools and electronic signature for closing deals faster.
Seismic
Sales Enablement Software for right sales content and optimize sales process
Seismic is a sales & marketing enablement software that provides reps with the right content that compel buyer action. It is best suited for sales team to provide a personalized experience with the right data for every customer interaction. ...
It offers features like content management, targeted communication, training tools, data findability, content personalization & collaboration, engagement tracking, data analytics and reporting.
It offers a centralized location to manage all sales resources, information and content thereby increasing productivity and effectiveness. It provides strategic focus, cross-functional visibility and operational efficiency to orchestrate great customer experience. It supports with precise materials automatically to increase buyer engagement with appropriate information.
Docsend
DocSend - Share business-critical documents with confidence
DocSend is a secure document sharing platform which enables sharing, tracking and managing important documents in a secure environment. It enables Sales Enablement, Investor Relations, Board Management, and FundRaising activities and can be used by Sales Leaders, startup founders, investment bankers, and consultants. ...
DocSend features include secure sharing of documents by sharing through DocSend links, which eliminates sending bulky documents as attachments. It supports all file formats and provides password and email verification for controlling access to sensitive documents. Editing of documents is possible even after sharing with the corrections getting updated automatically in all shared links.
DocSend features include analytics on the documents each time it is viewed, providing pagewise analytics, popular pages and new stakeholder info. DocSend’s feature DocSend Spaces enables sharing of multiple documents within one link enabling a single point of reference. DocSend’s eSignature feature enables converting the document into a legally binding one, with provision for audit trail and signed copies sent to stakeholders.
Membrain CRM
Sales Enablement CRM for B2B Sales
Membrain is a Sales Enablement CRM built for B2B sales teams enabling execution on Sales strategy and build processes for deal winning behaviours. Membrain Sales Enablement CRM can co-exist or ...
Membrain includes features such as a CRM database, tools for building Sales enablement process workflow, templates for content, Sales forecasting and analytics tools, and productivity and collaboration tools.
Showpad Content
Sales Enablement and Marketing Platform
Showpad Content is a content platform made available for the sales team to leverage visually engaging on-brand content developed by the marketing teams. It provides the sales team a centralized ...
The Sales content management centralizes asset management through automatic content sync with existing CMS or DAM systems. The platform is equipped with data access, security compliance, integration with CRM, Marketing Automation Systems or custom using APIs or SDKs ; Content Recommendation for sellers provides intelligent recommendations for Salesforce using AI and ML; Personalized or Visually engaging experiences delivered using Showpad Experiences; Collaborate with buyers through shared spaces helps all stakeholders get a holistic view of the buying process; Using Analytics and AI measure key metrics - content analytics (marketing), prospect insights (sales), user analytics (sales leadership). Using MeetingIQ understand how content is used in field, helping to optimize content strategy.
Enablix
Sales Enablement Platform for Marketers
Enablix is a content enablement platform for marketing, sales teams to drive sales and increase revenue. Enablix helps marketing team to manage and drive content enablement that spans the entire ...
Enablix comes with integrations to marketing and sales apps to gain content insights, it automates sales communication to keep sales on message, it provides a central hub for trusted content both sales and marketing can easily access which in turn helps in driving sales numbers and increase revenue
Mediafly
Sales Enablement Software & Content Management Platform
Mediafly is an AI-powered sales enablement platform that gives marketers and sales reps a comprehensive solution that helps to engage with their buyers effectively at every stage of the buyer's journey. It covers the entire range of sales enablement from content management to value selling and customer engagement to revenue intelligence. Mediafly provides conversation intelligence, sales coaching & training in one platform so you can onboard and ramp sellers faster. Overall it helps to improve win rates, faster deal cycles and greater preparedness of sales reps. ...
Mediafly's flagship solution Revenue 360 connects sales enablement, value selling, customer engagement and revenue intelligence to create a personalized and interactive buyer experience. It enables sales reps in real-time with contextual training and guided selling. It helps to improve pipeline visibility and forecast accuracy with ML-powered dashboards. Overall helps to achieve revenue goals. It also provides high-quality leads and accelerates sales cycles quantifying the business value and even helps to convert buyer-seller interactions into actionable insights.
Some of the key capabilities include the ability to measure content ROI by tracking what content is resonating with the audience and what is not working with centralized content management. It provides a 360º view of the customer journey improving sales efficiency and effectiveness. Communicating and quantifying the value pre and post-sale, delighting buyers with interactive presentations, proactively spot risk, improving forecast accuracy, inspecting pipelines, reporting on any metric, and driving predictable revenue growth with AI-powered revenue intelligence.
Streamz
AI powered Sales Enablement and Sales Readiness Platform
Streamz is an AI-based Sales readiness platform that empowers companies to build and maintain engaged and differentiated sales teams. It's ‘Always-on: Continuous Measurement, Continuous Improvement’ approach to sales enablement and readiness has been deployed across widely distributed teams in several countries and languages across the world. ...
The platform is hosted on AWS RDS, and is built with flexibility to allow customization based on business logic, data management and user interface. It enables sales readiness by accessing the common infrastructure for building channel solutions and bringing together brands, distributors and retail networks on one platform.
The software allows customization of workflows based on roles and processes unique to the organization, skills for each role, and creation of personalized learning for each group. The features include analytics and insights with drill-downs based on business hierarchies, sales structure and product hierarchy.
It is multilingual, allows for creation of quick content with translation workflows, and provides ease of administration across the globe with access permissions and other enterprise grade security features. It can be deployed across devices and networks and integrates with the existing business software.
Dooly
Dooly Sales Enablement Tool for a winning sales process
Dooly is a sales enablement platform that helps with information and insights needed to close business sales. It helps the revenue teams win more deals, improving CRM hygiene, running a winning sales process, and eliminating low-value work. It also updates Salesforce, takes notes, manages all deals and automatically adds new contacts to an account helping teams run a winning sales process. ...
Dooly makes it effortless for sellers to collect the right information, ask the right questions, and always have the right answers. With Dooly, sellers use pre-built templates to fill out mandatory fields for the sales methodology and real-time playbooks to help guide their calls.
Some of its features include syncing the meeting notes to Salesforce automatically, managing all the deals at once with one-click updates, and templates prompting to collect the deal info and to keep deals moving forward with better conversations and close more deals.
Showpad
Sales Enablement and Marketing Platform Leader
Showpad is a sales enablement platform for training and coaching that enables centralized content for sales, marketing, onboarding, training, coaching and conversational content in an intuitive user interface and locates and recommends the right content. ...
Showpad's features include Content Analytics, Seller Analytics, Buyer Analytics, Conversation Intelligence, Personalized Content, Interactive Presentations, Content Sharing, Buyer Collaboration, Sales Content Guidance, Sales Onboarding and Training.
Showpad's Sales Content Findability feature enables sellers to discover and share the right sales content for every opportunity. Its Buyer Collaboration feature allows content to be shared quickly and supports seamless collaboration with all decision-makers, and the Personalized Content feature allows sellers to deliver an engaging buyer experience through personalized pitches and gives marketing visibility.
SentiSum Platform
Customer enablement software to deep dive customer friction
SentiSum is a Customer Analytics Software that connects and understands customer moments across the business to accelerate and action insight in the moments that matter. It also helps to enhance customer relationships, improve ROI and increase sales and revenue. ...
SentiSum uncovers the reasons for customer contact from every conversation and make evidence-backed decisions and drive cross-functional change. It turns thousands of negative reviews, comments and survey answers into customer insight in real-time and tackles the root cause of customer friction.
Some of its features include the fastest time to insight, makes CX collaborative, truly multichannel, reduce churn, improve insight accuracy and so on.
Salesforce Lightning
Mobile Application Development Tools
Lightning is a reimagined Salesforce platform for boosting productivity and sales optimization that can be used by the Sales, Marketing and other customer facing teams. It can be deployed in small and medium sized businesses, non-profits and start-ups in industries such as Manufacturing, Healthcare, Financial Services, Hospitality and more. ...
Lightning features include tools for making selling easier, enhancing productivity, and personalized customer service. It enables optimization of business operations enabling accuracy in business performance metrics data, better insight into sales pipeline and service operations, and increased user engagement.
Lightning also includes a quick app building tool that can be used by anyone in the team for building apps without having to use code, thus saving developer time for product customizations. Lightning’s AI engine enables accuracy in outcome predictions, generation of insights, automation of tasks, and next steps recommendations.
Bigtincan Hub
The leading AI-powered sales enablement automation platform for sales and marketing
Bigtincan Hub is a sales and content enablement automation platform designed for sales, service and marketing teams. It supports every phase of the buying process and helps the team to drive enhanced business results and deliver better customer experience. ...
The AI enabled platform helps to optimize sales content in a native language anywhere, anytime and via any device. It offers features including onboarding, meeting management, customer engagement, Sales and marketing alignment, collaboration between sales and marketing teams and training. Apart from that, it also has flexible smart forms and interactive content creation capability.
This integrated software leverages existing and potential customer information, interaction data, predictive analytics using machine learning capabilities and mobile-first design to help enhance sales productivity and performance.
Veloxy
Sales Enablement Software for Salesforce CRM
Veloxy is an AI-powered Sales Enablement and Predictive Forecasting Software for Salesforce CRM that help Sales Reps engage in the Salesforce CRM with integrated software for sales management. It helps businesses using Salesforce CRM track potential leads, schedule and send emails to customers in bulk and share product information with prospective clients in real-time. It also helps to increase sales and revenue, acquire customers, and improve ROI. ...
It helps sales reps engage in the Salesforce CRM with integrated software for sales management. It helps them get more out of it than they put in while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. Veloxy Mobile and Veloxy Engage Salesforce CRM integrated software supports automatically logging actions like calls, emails sent, opens, and replies, and helps to add and maintain information on the go, as a natural step in the sales workflow.
Its features include powerful email analytics and notifications, Can-Spam compliant email prospecting, contact, and convert lead to opportunity management, streamlined user interface and experience and more.
Dialpad Sell
Sales enablement tool that leverages AI and help sales team close more deals
DialpadSell is a cloud-based business phone solution software for sales teams to increase revenue through sales communications. It is primarily used for sales communication, sales coaching, ...
It uses advanced VoIP technologies WebRTC and Opus codec to provide the widest range of bandwidth. It uses Natural language processing to analyze and Machine Learning to provide intelligent recommendations in real-time.
Exceed.ai
Exceed.ai - Accelerating Sales & Marketing with AI and Automation
Exceed.ai is an AI-powered Sales Enablement Software that automatically communicates with leads and enables sales and marketing teams to scale their lead engagement and qualification efforts. Exceed.ai follows up with every lead and qualifies them quickly and easily through two-way, automated conversations with prospects using natural language over chat and email. ...
Exceed.ai operates as a prospecting tool, enabling prospects to have human-like conversations with a virtual sales assistant through automated email communication or website chat forms. Designed to give prospects a ‘human experience’ until they qualify to speak to a real human agent, Exceed.ai utilizes machine learning technology to follow and replicate successful sales rep interactions. Other automation features include lead qualification and intelligent response processing, which enable the virtual assistant to understand lead responses and identify sales-ready opportunities.
Exceed.ai also offers a meeting scheduler, dynamic nurturing technology and personalization tools, such as firmographics and user profile data, which allow users to make meetings with leads and tailor lead conversations. Exceed.ai technology helps users manage leads, from initial engagement to handover to a real sales agent.
