Alternatives to ClosePlan
Compare ClosePlan alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ClosePlan in 2026. Compare features, ratings, user reviews, pricing, and more from ClosePlan competitors and alternatives in order to make an informed decision for your business.
-
1
Spekit
Spekit
Spekit is the modern sales enablement platform that unifies sales content and learning, and enables reps in their flow of work with AI Sidekick, the most contextual Just-in-Time Sales Assistant™. AI Sidekick uses contextual AI agents that leverage CRM, call intelligence, Gong, and email to understand a rep’s precise needs, then surfaces personalized coaching, messaging support, answers, and learning. Reps prepare for calls, follow up, and create tailored Deal Rooms and buyer experiences faster, leading to better deal execution, stronger relationships, and reduced ramp times. This Just-in-Time Enablement approach is powered by sales content management that combines the best of DAP, KMS, CMS, and LMS. A centralized repository with AI editing, governance, and built-in change management combats content decay and keeps messaging consistent. Beyond AI-powered automation, Spekit provides analytics on content consumption and buyer engagement to optimize strategy and attribute revenue. -
2
Groove
Clari
Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters. -
3
People.ai
People.ai
Bring the full potential of your sales and marketing engine to life with truly actionable insights to accelerate pipeline generation and change the outcome of in-quarter deals. People.ai unifies all revenue activity data, and enriches every account and opportunity with next-generation insights that accelerate high-quality pipeline generation and improve the execution of every deal. Stay connected with every dimension of account engagement so the entire team knows exactly who is engaged, and where the opportunities are to accelerate pipeline and expansion. Understand the impact every person and activity have on the progression of a deal, and deliver actionable recommendations to improve rep performance. Our data platform breaks down data silos and uses patented AI technology to connect the dots between buyer engagement and seller performance – with insights that make your entire Revenue Engine smarter.Starting Price: $50 per user per month -
4
Salesforce PRM
Salesforce
Salesforce Partner Relationship Management (PRM) is a comprehensive solution designed to help businesses manage their partner ecosystems efficiently. It provides tools for partner onboarding, deal registration, collaboration, and performance tracking. Integrated with Salesforce’s CRM, the PRM platform offers a seamless experience for managing partner relationships, enabling businesses to streamline workflows, improve sales performance, and gain deeper insights into partner activity. Features like AI-powered sales workflows, automated marketing fund requests, and partner analytics help businesses optimize partner-driven sales efforts. -
5
Revegy
Revegy
Revegy's intelligent sales planning platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts. -
6
Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
7
Trigerz
Trigerz
Trigerz platform is a 100% Salesforce Native application that helps your sales teams stay on top of their revenue generating tasks by driving the right behaviors, so managers and executive can focus on coaching and executing against strategy. Trigerz are notifications created by an event, scenario or action. These can then be pushed out to your teams as insights to drive the correct behavior whether you are calling, managing opportunities or prioritizing tasks.Starting Price: £35 -
8
Strategy Mapper
Point N Time
Integrate Your Key Account Management And Sale Process Within Saleforce With Strategy Mapper. Don’t leave winning to chance, ensure teams are following the stated sales process all within Salesforce! Strategically manage your key accounts to drive increased revenue and success all within Salesforce. Incorporate your sales process in every opportunity plan to ensure consistency in every selling situation. Provide sales coaching that is unique to your products and solutions to maintain the competitive advantage. Plan, Schedule and Execute every business critical meeting in Salesforce. Gather ‘Actionable Intelligence” to maintain the competitive advantage. Build informative, robust and dynamic org charts, know where you stand with every stakeholder in every account and opportunity. Dynamically and graphically document your customer’s organization (role and stance for key players). Documents and easily communicates competitive and their strengths and weaknesses (SWOT). -
9
Prolifiq
Prolifiq.ai
Bring Relationships Back Into CRM with the #1 Key Account, Opportunity and Content Management Suite for Salesforce-first Companies. See a 100% increase in team collaboration and user adoption. Enable sales to add 5-10 new detailed account plans per week. Get our apps implemented and start the onboarding process within a week. Decrease time spent on account plan presentations by 80%. You’ve made the investment in Salesforce. Now give sellers the means to make the most of it. Upgrade the platform into a total strategic sales solution B2B sales, operations, and support teams can’t wait to use, with the only complete Salesforce modernizer on the market. Visualize key deal progression to manage deals at risk. Identify key goals and build an action plan to achieve quick wins. Find Whitespace Analysis & growth opportunities with key accounts. Prolifiq CRUSH: The tool helping you proactively account plan in Salesforce, your source of truth when closing deals. -
10
Velocify
ICE Mortgage Technology
To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.Starting Price: $60 per user per month -
11
ARPEDIO
ARPEDIO
Based on thorough, yet easily manageable account assessments directly in Salesforce this tool ensures a unique management overview of performance across all key accounts, while equipping strategic account managers with the best working environment to manage the complex journey of long-term account development. The unique potential of ARPEDIO Account Management: - Native to Salesforce - Know your key account-health score and compare across accounts - If the account assessment reveals any shortcomings, ARPEDIO instantly provides concrete, actionable steps - Customizable to fit any terminology and methodology This specific tool is a part of our overall Account-Based Selling Platform offering tools for Relationship Mapping, White Space Analysis and Opportunity Planning as well.Starting Price: $25 USD/user/month -
12
SalesChoice
SalesChoice
An AI app on Salesforce for B2B sales that increases win rates, reduces cost of sales & improves Salesforce adoption. SalesChoice is the easiest and most comprehensive AI insights platform for sales analytics that has won over 17 industry leadership awards and promises to end revenue uncertainty and sales inefficiency for B2B sales teams. - The easiest to use: Game-changing insights appear in your CRM, right in your reps’ and managers’ existing views. They are so clear and easy to see they require absolutely no training. - The most comprehensive: Only SalesChoice reveals all the essential views and next-step best actions needed to guide you and your sales team across your entire revenue operations. “SalesChoice better targets best opportunities that are likely to win & avoid deals that have low odds of closing.” – 2020 Sales Mastery AI for Sales Solutions GuideStarting Price: $50/month/user -
13
Next Quarter
Next Quarter
The first Salesforce native platform that provides real-time revenue transparency, allowing you to close more deals, grow existing accounts, and significantly improve forecasting accuracy. With Next Quarter, no growth opportunity is missed, and money is not left on the table. Use AI to uncover new opportunities within your existing customers. Our revenue intelligence engine leverages sales and conversational data to create predictive insights to exceed your quotas and forecast with confidence. Leverage sales and operational data to create a single source of truth for revenue intelligence that drives profitability by providing real-time forecast accuracy. -
14
Plan2Win
Plan2Win Software
With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel. It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet in your office or via mobile. Assuring salespeople know what to accomplish on a sales call makes everyone happier – the customer, the salesperson and the sales manager. It also makes you and your salespeople more successful. Our Pre Call Plan template extends SalesForce.com’s action planning; assuring your salespeople have clearly defined call objectives and outcomes before picking up the phone or spending time to visit a customer. -
15
PREDICTIVE RESPONSE
PREDICTIVE RESPONSE
Predictive has been helping organizations send mass emails from Salesforce since 2006. We are an official Salesforce partner with a 5 star AppExchange rating. Create beautiful and responsive emails with our drag and drop editor in Salesforce. Predictive Marketing is native in Salesforce and provides in-depth segmentation by using any field on your contact/lead record. This allows you to send meaningful and personalized emails to your audience. Collect all your audiences data in one place to get a holistic view. Email campaign and event information automatically flows back on the contacts’ record so that you can see their activities and engagement with your organization. Predictive Marketing uses Amazon SES to send emails from Salesforce. Amazon SES maintains best in industry deliverability rates by actively filtering spam and malicious content. On top of that we provide litmus and A/B testing to ensure your email reaches your audience’s inbox. -
16
Optymyze
Optymyze
Drive performance of the salesforce with actionable performance insights delivered through mobile apps. Promote transparency and trust in the salesforce through plan communication and governance processes. Simplify comp plan building process for analysts with innovative comp model builder. Improve productivity of sales commission administration through dispute and payment management processes. Improve quota performance of the salesforce with actionable performance insights. Promote transparency and trust in the salesforce through quota and adjustments communication. Simplify quota setting process for analysts with innovative quota model builder. Improve effectiveness of the quota setting process with a variety of quota analyses for analysts. Improve salesforce execution by providing map-based territory level data visualizations. -
17
Klenty
Klenty
Klenty is a sales engagement platform that can help sales teams reach out to prospects by sending personalized emails and automated follow-ups at scale. Using Klenty, you can automate all the repetitive activities involved in your sales process like sending cold emails, follow-ups, tracking engagement metrics, etc - so that you can focus more on activities like building relationships and closing deals. Klenty has native integration with many of the popular CRM's like Pipedrive, Salesforce, Zoho, Hubspot, etc. that will help your teams automate the entire sales workflow and save your team hours every week.Starting Price: $30 per user per month -
18
Pepsales AI
Pepsales AI
Pepsales is the AI platform of choice for B2B sales teams looking to shorten sales cycles, improve deal qualification, and consistently hit revenue targets. Powered by real-time conversation intelligence, Pepsales gives sales leaders and account executives the insights and guidance they need to close more deals, faster. By analyzing calls, meetings, and prospect conversations across Zoom, Google Meet, and Microsoft Teams, Pepsales delivers live coaching, qualification scorecards, and AI-driven action items, so every rep runs a winning sales process. It seamlessly integrates with CRMs like Salesforce, HubSpot, Zoho, and Pipedrive, automatically syncing summaries, insights, and next steps to keep your pipeline moving. Whether you're scaling MEDDPICC, BANT, or any other sales methodology, Pepsales helps you implement it at scale with consistency. Top Sales teams at companies like Spyne, Rocketium, Spotdraft, and Hubilo trust Pepsales AI.Starting Price: $19/user/month -
19
Forecastable
Forecastable
Sales Acceleration software can help you build sales, drive revenue acquisition and retention by giving you the tools you need to “work the account” by improving both your systems and your process. The longer you wait, the more time for different stakeholders to form political camps. You MUST move quickly to have the greatest chance of closing. Provides more control of deals through advanced account planning and opportunity management. You know what next steps to follow, who’s involved and key deal activities to be completed. Build sales by ensuring your deals are closed as quickly as possible. As a sales leader, you’re challenged with maximizing revenue production. To build sales, you must empower your teams to create more opportunities, increase win rates, and shorten sales cycles. As stakeholders begin responding, it’s important to strategize with your teammates around messaging and positioning. -
20
OKRify
OKRify
OKRify is the leading Goal Management and Strategy Execution Application in Salesforce. OKRify is the only application that brings together OKR methodology and KPIs in Salesforce for streamlined and focused execution of strategy. OKRify will enable organizations to build alignment and a culture of accountability, transparency, collaboration across teams. OKRify is a simple, intuitive user friendly application built 100% natively in the Salesforce platform. OKRify features include company, team, individual level OKRs, Objective/Tea, Hierarchy, Heatmap, automatic progress update using Salesforce data, real-time KPIs for users and business units, milestones, split period targets, contributors, and much more. Central Hub to manage, track and update OKRs and KPIs. Objective and team hierarchy to view alignment across your organization.Starting Price: $10 per month -
21
Quip
Salesforce
Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.Starting Price: $10/month -
22
Scratchpad
Scratchpad
Salesforce is a great database, but as a place to do your work it's slow to load, requires too many clicks and countless browser tabs. So you do your work in a spreadsheet, take sales notes and maintain to-do lists in separate apps, and block time on your calendar to copy and paste the info back into Salesforce. Is this really the best system? We say no! Scratchpad is the first workspace built for sales. We designed every feature and interaction with account executives in mind, which means speed. Scratchpad combines sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process adherence in one simple and intuitive workspace - connected to Salesforce to eliminate all those tabs and double work. With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.Starting Price: $19 per user per month -
23
Orca
Orca by Cortez Labs
Orca is a 100% native Salesforce application built to enable your sales, marketing, and customer success teams to efficiently manage and engage your best advocates directly in Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful advocacy application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Orca helps existing champion customers, improve deal momentum & minimize sales cycle, and track analytics on reference while reducing advocate fatigue. Orca is a groundbreaking multi-feature tool that helps teams increase revenue, customer success teams retain clients, and marketing teams to track advocacy impact/influence on the company. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.Starting Price: $10,000 Annually -
24
Precursive
Precursive
Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.Starting Price: $20 per month -
25
Activation Studio
Activation Studio
Activation Studio is a no-code (drag-and-drop) solution that enhances workflow productivity and campaign efficiency within the Salesforce Marketing Cloud. Our solution delivers turnkey Customer Data Platform (CDP) capabilities to your SFMC environment, with audience segmentation, website user intent tracking, and lead scoring. Access all data via data designer and data extension integration. User-friendly workflow and drag-and-drop interface. Save time and launch journeys in half the time. Add scoring rules, web tracking, and more to SFMC. No-code add-on for Salesforce Marketing Cloud. Unlock the power of Salesforce Marketing Cloud with our no-code (no-SQL) drag-and-drop audience building, lead scoring, and web tracking solution inside of Marketing Cloud. Your data never leaves Marketing Cloud, and we can be installed in 20 minutes. -
26
Elvance
Elvance
Elvance is a 100% Salesforce-native opportunity management platform that helps revenue teams forecast more accurately, improve win rates, and focus on high-value deals. Using AI-powered scorecards, Elvance identifies the factors that influence deal success, helping teams prioritize opportunities that align with their Ideal Customer Profile and deliver the greatest ROI. Capture customer goals, track value drivers, and monitor trends throughout the sales cycle with customizable templates and deep Salesforce insights. Elvance strengthens collaboration and enables solution selling that improves customer experience while accelerating revenue.Starting Price: $13 -
27
Membrain
Membrain
Empower sales teams with the leading sales effectiveness platform, Membrain. Membrain offers tools that make it easy for sales teams working with complex B2B sales to execute their strategy, drive successful behaviors, and build a sustainable competitive advantage. Membrain also lets sales leaders tap numerous tools that enable them to identify the performance of each member and coach their team. Membrain is trusted by clients in over 60 countries.Starting Price: $65.00/year/user -
28
SalesWings
SalesWings
SalesWings is a powerful buyer intelligence and sales enablement platform designed to help marketing, sales, and agentic teams deeply understand customer intent. It captures behavioral data and converts it into actionable insights that identify the hottest leads and most promising accounts. By integrating seamlessly with tools like Salesforce, Braze, Segment, and Slack, SalesWings delivers real-time scoring and engagement alerts directly where teams work. Its AI-driven Sales Copilot empowers sales reps with personalized next-best actions to close deals faster. Marketing teams benefit from intent data that aligns campaigns with genuine buyer interests, ensuring every message resonates. With SalesWings, teams move beyond guesswork and operate with a shared understanding of how to win buyer trust. -
29
Sweep
Sweep
Sweep makes CRM simple so you can work smarter. Visualize, create and manage your CRM processes, rules, and automation while Sweep constructs an optimized backend Salesforce infrastructure. The workspace to design your perfect CRM funnel. One interface, create, collaborate and deploy to Salesforce. Drag-and-drop, see how your CRM steps interact, as you build them. Intuitive framework to view and manage configurations. Global view, a single viewport to analyze your full CRM. Direct action, find optimizations and diagnose bottlenecks proactively. Goodbye repetitive work, automate any part of your process. A Salesforce Lightning component designed specifically to aid your sales teams. Salesforce simplified, inline guidance makes Salesforce interaction easy for your sales teams. Deploy your funnels quickly and safely from sandbox to production. Everything you need to support native reporting in Salesforce from day one. -
30
Mogli
Mogli
Get mind-blowing open and response rates with Mogli, SMS, MMS & WhatsApp™ directly in Salesforce®. Say goodbye to low open, engagement & conversion rates. Mogli is a native Salesforce application for WhatsApp & SMS. Easy to use, robust functionality, and an exceptional USA-based customer success team have won the loyalty of clients around the world. Everything in one place, send and receive text messages to and from any custom or standard Salesforce Object. Limitless communication, get the international reach you're looking for with all the native Mogli functionality. Increase efficiency, automate notifications, lead nurturing, client relationships, and more. Collect meaningful data, and create linear and branching surveys that gather vital feedback from constituents at any lifecycle stage. Be there, even when you're not, automated conversations for lead qualification, customer self-service, and more. -
31
Paradiso Salesforce LMS
Paradiso Solutions
Paradiso LMS is a robust learning management system embedded within Salesforce platform. Innovative, feature-rich, and fully customizable, Paradiso LMS allows organizations to use social, mobile, and video technologies to manage their elearning seamlessly. By using Paradiso LMS, you can take your training program to the next level with partner, customer, employee, or sales training embedded within Salesforce.Starting Price: $119.00/month -
32
Sales Skills Audit
Sales Skills Audit
Sales Skills Audit operates worldwide with a suite of market-leading sales skills assessment tools to improve sales performance. We are the only assessment approved by the global sales qualification accrediting body, the ISM education, and our assessments are the only ones built on peer-reviewed UK Government National Occupational Standards for Sales. This means they work and are fully valid. SSA sales assessment modules allow managers and employers to quickly (less than 30 minutes) and accurately monitor essential selling skills and thereby manage sales performance. There are 19 Sales Skills Audit e-learning modules to choose from. Each one maps directly over to the sub-competencies identified in an individual assessment report, allowing you to focus sales training in the precise areas most likely to yield an uplift in performance. -
33
Cirrus Insight
Cirrus Insight
Reduce wasted opportunities by executing the right activity with the right people. From buyer signals to sales cadences, automated tools can help you close deals. Get the missing features for Gmail or Outlook. Cirrus Insight has everything you need in one solution. Salesforce integration: everything you need from Salesforce in your inbox. Add a little automation to your sales routine, and skip the busy work involved in manually logging activities to Salesforce. Constantly entering data, copying and pasting, and toggling between applications is cumbersome. Reclaim time for actions that provide value, not busy work. Updating your CRM can be like a ball and chain shackling your time and adding drag to your sales process. Cirrus Insight gives you the freedom and time you need to master your sales process and engage with more customers. Updating activities in Salesforce is time-consuming. Following up with prospects that are not ready to buy.Starting Price: $14 per month -
34
Ortoo
Ortoo
Automation apps for Salesforce. Ortoo’s powerful workforce automation apps, which are 100% native to Salesforce, are transforming Sales and Service organizations around the world into high performance teams. Increase throughput, conversion rates, sales revenues and CSAT – whilst also cutting overheads. Try them for free. Ortoo enables large and fast-growing Salesforce organizations to build high performance teams. Our powerful workforce automation apps, which are 100% native to Salesforce, are helping teams to increase productivity and performance by creating, updating and distributing work-items – such as leads and cases – more efficiently and more effectively than ever before. Automatically create and update leads or opportunities from inbound emails. Store, view, format and send emails from Salesforce. Email to Case on steroids! Create and update Cases automatically. Or create custom cases or support requests using a custom object. -
35
Saleswise
Saleswise
Saleswise automatically presents your team’s messages, meetings, documents & CRM changes into your inbox. Interpret it easily. Take action immediately. Today’s complex B2B sales processes involve multiple touch-points throughout the enterprise. However, these contacts are rarely captured comprehensively. Instead, they’re locked away in individual inboxes and calendars. SalesWise aggregates the many-to-many relationship and provides a 360-degree view of customer interactions to drive collaboration across teams. SalesWise automatically connects to Salesforce and email environments ensuring seamless customer hand-offs. No matter how your team or your customer changes, all your data is neatly and instantly accessible for those who need it most. Deliver key relationship data access to the rest of the enterprise to keep your team productive and focused. No more email CCs and Forwards or internal catch-ups on the status of your team’s deals. Align the enterprise without per-seat fees.Starting Price: $500 per month -
36
NotesAlly
NotesAlly
Use NotesAlly to update Salesforce, log sales calls, and create follow-up tasks in one go. Connect NotesAlly with Salesforce and enable your sales team to be more efficient. Focus more on selling and engaging more with prospects. Execute automated actions in Salesforce and operate at high productivity. AVIAN is your sales ally. You can associate reference points & battle cards with certain keywords and store them with AVIAN. Fill your Salesforce with automation. Use Notes and update multiple fields at once. Update opportunities in Salesforce without opening Salesforce. Do 1-click edits in your personalized dashboard. With NotesAlly's consolidated opportunities view, you could update opportunity stage and set closure date. The Sales Enablement App that saves up to 8 hours per week and automates action items on Salesforce. We aim to bring down the time taken to record and update information in sales CRMs to a few seconds.Starting Price: $20 per user per month -
37
LevelEleven
LevelEleven
Drive the behaviors that lead to sales and customer retention with personalized scorecards, real-time TV broadcasts, and data-driven coaching. Foster healthy competition among your team. Sales contests motivate your sales team through gamification that publicly recognizes performance. You’ll maximize productivity and energize your team in a way that provides lasting results. Get your team focused on the behaviors that drive revenue, customer experience, and business results with performance scorecards. Find out immediately if they are falling off pace with real-time KPI tracking as they update Salesforce. LevelEleven empowers leaders and reps like you to course-correct sooner so your team can get back on track and achieve its goals. Develop your front-line sales teams faster with actionable feedback delivered consistently in one easy-to-use system. Enhance your sales coaching with customizable templates to unlock your team’s potential. -
38
Spotlight.ai
Spotlight.ai
Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address. -
39
DynoPat
DynoPat
DynoPat is an online Salesforce training company that helps students to begin their career in the Salesforce ecosystem, even if they are a fresher, an experienced candidate, or someone restarting their career. DynoPat offers Salesforce Admin and Salesforce Development training to students from varying backgrounds. -
40
Salesforce Marketing Cloud Account Engagement (formerly Pardot) is the tool of choice to optimize B2B Marketing automation, without need the need of complicated IT or Development assistance. The platform is designed to help users drive high-quality leads and maintain a full pipeline to help maximize profits. The feature-rich interface offers tools for Analytics, ROI Tracking, Campaign Segmentation, Channel Management, Drip Campaigns, Landing Pages, Web Forms, Lead Management, Nurturing, & Scoring, Multivariate Testing, Search & Social Marketing, and Website Visitor Tracking. Build lasting relationships with customers through scaled, personalized outreach, while aligning with sales and service. Build dynamic and personalized emails and landing pages with clicks, not code. Give reps full visibility into prospect engagement and seamlessly pass along leads.Starting Price: $1000.00/month/user
-
41
Pimly
Pimly
Increase revenues and lower costs with Pimly's fully native Salesforce PIM solution. Learn how Pimly can streamline product information management for your business. Pimly is changing the way you manage product information. For the first time you are able to bring all your product information into Salesforce to easily manage and utilize product data and digital assets across your Salesforce clouds. Pull all production info into Salesforce, regardless where it resides, to streamline data exchange and standardize on one widely-shared system. Connect product information with the business. Eliminate the tedium for business stakeholders like sales, marketing, and service of spending countless hours searching for pertinent product information. Strengthen opportunities by arming sales and service with the best, latest and complete product data, sell sheets and digital catalogs. All in the system they’re already in - Salesforce. -
42
Proof MRM
ProofAnalytics
Proof MRM on Salesforce™ provides an intuitive hierarchical structure with a parent/child relationship when it comes to marketing plans, journeys and associated marketing activities, supporting up to five levels within this hierarchy. Proof MRM on Salesforce™ offers intuitive and real-time collaboration from right within the Salesforce platform interface through integration with Quip. Being built natively on the Salesforce lightning platform allows the usage of standard Salesforce functionality like tasks to manage your workflow. Leverage Salesforce reporting and Kanban view to reporting on any data field, including custom fields, and visualize campaign progress via the standard Salesforce Kanban view.Starting Price: $129 per user per month -
43
CloseBot
CloseBot.ai
CloseBot is an AI-powered platform that helps businesses automate lead qualification and appointment booking through smart, conversational bots. With a no-code, drag-and-drop interface, users can quickly build AI agents that handle chats, schedule meetings, update CRM fields, and more—across unlimited sub-accounts, even on the free plan. Trusted by over 30,000 businesses, CloseBot integrates with major platforms like HubSpot, Salesforce, and Podio, providing a scalable and cost-effective way to convert leads into paying customers without hiring human agents.Starting Price: $49/month -
44
Scout by Miller Heiman Group
Miller Heiman Group
Today’s sellers struggle with an overwhelming number of decisions and where to best allocate their resources. At the same time, sales managers battle to measure and improve overall sales effectiveness because existing CRM data lacks actionable insights. Scout by Miller Heiman Group overcomes these sales hurdles. By combining the methodologies covered in our sales training programs Strategic Selling® with perspective, Conceptual Selling® and Large Account Management ProcessSM (LAMP®) with powerful, analytics-driven sales technology, Scout increases the likelihood of winning sales, and helps sellers integrate Miller Heiman Group’s core methodologies into their selling activities. Improve adoption of core sales methodologies to positively impact team performance. Leverage mobile-first design for easy accessibility anywhere, anytime. Coach sellers in a scalable, more personalized way. -
45
Reflection Enterprise
Riptide Software
Reflection Enterprise is a next-generation Salesforce data backup and recovery solution that lets you execute on-premise or cloud backup, replication, restoration, and integration of Salesforce data all in one platform so your sales team never misses a beat. Reflection Enterprise was developed in 2007 by our team of Salesforce product specialists, and growing ever since. This Salesforce backup tool is used by Salesforce Admins and IT professionals (like you) who are serious about their backup and disaster recovery plans. Reflection Enterprise enables these individuals through powerful backup features and visualizations to empower your disaster recovery strategy. -
46
Booker25
Booker25
With Salesforce-native booking software tailored to your unique specifications to manage reservations of any type. Booker25 is a limitless booking system for all industries and businesses of any size. From managing educational courses to gym classes, vehicle bookings to salon appointments, Booker25 developers leverage the power of Salesforce to make any booking requirement a possibility. Booker25 works with any Salesforce object to create tailored booking experiences and makes booking, managing and paying for appointments easier. Manage bookings of any type and complexity in one easy-to-use platform within your Salesforce CRM Grow your business by performing seamless scheduling with a client-facing booking system. Appointment scheduling is fast and simple with drag and drop functionality that updates across multiple calendars. Being Salesforce-native, your agents don’t have to switch between screens to manage bookings, freeing up their time to schedule more appointments.Starting Price: €29 per month -
47
PointForward
PointForward
Provide easy access to more dynamic sales training and help your teams quickly find the latest materials to enable effective sales conversations. Certify that your reps are applying and adapting their skills in real-world situations through video practice. Give your sales managers the structure and process to quickly, easily and effectively coach their teams. Source best practices to handle actual customer situations. Ensure knowledge transfer with video-based product demonstrations. Scale how product knowledge is deployed to your salesforce. Align your sales messaging with the stages of the buyer’s journey- Master the awareness and education phase of the sales process. Simple structure makes it easy to give coaching feedback. Video annotation for when more precise feedback is require. Define competency benchmarks and measure improvement. -
48
Cloudingo
Symphonic Source
From deduping to importing and even migrating data, Cloudingo makes it super easy to manage your customer data. Salesforce is great for managing customers. But it misses the mark when it comes to data quality. Customer data that doesn’t make sense, duplicate records, reports that are a little… off. Sound familiar? Merging dupes one-by-one, native solutions, custom code, and spreadsheets can only go so far. You shouldn’t have to think twice about the quality of your customer data. Or spend lots of time cleaning and managing Salesforce. You’ve spent too long risking relationships, losing opportunities, and dealing with clutter. It’s time to fix it. Imagine a tool, just one, that turns your dirty, confusing, unreliable Salesforce data into an efficient, lead-nurturing, sales-producing machine.Starting Price: $1096 per year -
49
Leaptree Optimize
Leaptree
100% Salesforce native app that improves quality assessment productivity by 50%. Leaptree Optimize has been designed from the ground up to meet the need for consistent, affordable, and world-class QA of sales, support, and service teams using Salesforce. Built on the Salesforce platform, it allows supervisors to automate the creation of metrics and scorecards for any given activity: from call handling to updating records and scheduling follow-ups. Optimize enables the measurement of interactions across voice, email, webchat and social media. With Leaptree Optimize, you can implement a QA program that is: Consistent - Leaptree Optimize scorecards run within Salesforce, allowing every activity to be scored against a consistent set of criteria. Reps and agents know exactly what they will be scored on, so they can focus on doing the right things to get the right results. Targeted - Supervisors can select exactly the activities they want to focus on (e.g. all complaint- handlingStarting Price: $40 per month -
50
iSEEit
iSEEit
Qualify more effectively, increase your sales process adoption rate, and close more deals with iSEEit on Salesforce. Evidence-based forecasting. Identifying gaps early in the sales cycle. Tracking progress to reduce deals from slipping. Visualize the buying circle. Understanding their roles and motivations. Making sure that sales is talking to the right people. Being a seasoned sales professional, our founder and CEO, Rizan Flenner, is well versed in the field of Enterprise Sales. Starting out as a Sales Rep and then working his way up to becoming a Sales Leader, he’s had many opportunities to work for the world’s most innovative companies who offer state-of-the-art software to clients such as CA Technologies, Dynatrace, Mercury interactive, BMC, and MongoDB. As a native Salesforce app, the iSEEit Opportunity Management Tool helps you visualize your sales process and seamlessly integrates all your data into one platform.Starting Price: $10 per month
