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Sales Force Automation Platforms

Sales Force Automation Platforms Reviews and Ratings

What are Sales Force Automation Platforms ?

Sales force automation (SFA) platforms are AI-enhanced tools that streamline sales tasks, helping teams manage buyer interactions across various channels. By using AI, these platforms optimize sales activities with advanced analytics and actionable insights, improving contact, pipeline and opportunity management. AI features like machine learning and natural language processing enable platforms to predict customer needs, personalize strategies and guide sellers through complex processes. AI-driven tools aid in forecasting and decision making, allowing teams to anticipate market trends and customer behaviors. SFA platforms enhance the user experience for sellers, ensuring scalability and facilitating seamless buyer-seller interactions and shared customer experiences, and providing leaders with visibility.

SFA is a foundational sales platform implemented to automate and augment an organization’s core sales processes while utilizing AI and advanced analytics. It enhances the seller’s ability to engage with customers on all interaction touchpoints and devices. It not only optimizes sales-relevant tasks but also provides actionable next best actions for improved sales contact, pipeline and opportunity management.

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Product Listings

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Logo of Salesforce Sales Cloud

Salesforce Sales Cloud

By Salesforce

4.4
(1914 Ratings)
customers choice 2025

Salesforce is a company that integrates artificial intelligence with customer relationship management and data to create solutions for customer-related concerns. Salesforce's primary business problem is to enhance the interaction between businesses and their customers by leveraging technology.

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Logo of Insightly CRM

Insightly CRM

By Insightly

4.2
(717 Ratings)

Insightly is a contemporary customer relationship management (CRM) business that aims to assist companies of different sizes in forming enduring customer connections and enhancing growth. Insightly's ready-to-go functionalities let users adjust their experience for every customer interaction role. The services provided by Insightly are simple to use, easy to initiate, highly modifiable to different industries, promising speedy time to value at a reduced total cost of ownership. Since its establishment in 2009 in San Francisco, Insightly has received funding across several rounds from a variety of venture capital firms such as Emergence Capital Partners, Cloud Apps Capital Partners, and Sozo Ventures.

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Logo of Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales

By Microsoft

4.3
(551 Ratings)

Microsoft enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more. Microsoft is dedicated to advancing human and organizational achievement.

Microsoft Security helps protect people and data against cyberthreats to give peace of mind.

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Logo of Zoho CRM

Zoho CRM

By Zoho

4.4
(550 Ratings)

Zoho Corporation is a privately held software company that is focused on delivering solutions to help businesses grow. The company's portfolio of more than 55 products is used by over 100 million people around the world and is designed to cater to varying business requirements such as sales, marketing, support, collaboration, finance, and recruitment. Zoho is concentrated on creating digital tools with a strict adherence to user privacy. It does not rely on an ad-revenue model, even for its free products. The firm's global reach extends from its headquarters in Austin, Texas to international offices in Chennai, India and other worldwide locations.

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Sales Hub

By HubSpot

4.4
(452 Ratings)

HubSpot’s customer platform offers enterprise software for marketing, sales, customer service, content management, operations, and commerce.

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Logo of Vtiger One

Vtiger One

By Vtiger

4.5
(443 Ratings)

Vtiger specializes in providing a Cloud CRM solution built on a robust Open Source Core. It is utilized globally to manage core business functions such as sales, marketing, and support. Vtiger's Cloud CRM V9 introduces AI/ML capabilities to streamline enterprise-grade CRM processes cost-efficiently. The solution aims to enhance team performance and boost overall customer experience throughout their purchasing journey.

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Pipedrive

By Pipedrive

4.2
(350 Ratings)

Pipedrive, established in 2010 and headquartered in New York, is primarily focused on providing an effective customer relationship management (CRM) service to stimulate the growth of small businesses. The company's CRM tools are currently utilized by revenue teams in more than 100,000 companies worldwide. In addition to its New York base, Pipedrive operates from multiple offices across Europe and the US.

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Logo of Freshsales Suite

Freshsales Suite

By Freshworks

4.4
(248 Ratings)

Freshworks Inc. (NASDAQ: FRSH) creates AI-boosted business software anyone can use. Purpose-built for IT, customer support, and sales and marketing teams, our products are designed to let everyone work more efficiently and deliver more value for immediate business impact. Headquartered in San Mateo, California, Freshworks operates globally.

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SAP Sales Cloud

By SAP

4.4
(204 Ratings)

SAP was founded in 1972 and is headquartered in Walldorf, Germany. The company employs over 105,000 people globally and develops software solutions for enterprise resource planning (ERP) and related business functions. SAP’s early products, SAP R/2 and SAP R/3, were widely adopted for managing core business processes. Its current ERP platform, SAP S/4HANA, uses in-memory computing to support data-intensive operations and integrates capabilities such as artificial intelligence and machine learning.

SAP offers a portfolio of software applications that support various business functions across industries. These applications are designed to operate on a unified digital platform. As of 2025, SAP reports over 230 million cloud users and provides more than 100 solutions. The company’s offerings are used by organizations to manage finance, human resources, procurement, supply chain, and other operational areas.

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Zendesk Sell

By Zendesk

4.2
(186 Ratings)

Zendesk was founded in 2007 with the aim of revolutionizing customer experience by allowing businesses to shift their customer service to the online world. Zendesk facilities billions of conversations, linking an extensive range of brands with millions of customers via various platforms such as telephony, chat, email, messaging, social channels, communities, review sites, and help centers. Developed in Copenhagen, Denmark, and grown in California, the company now employs a considerable workforce worldwide.

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Logo of Sage CRM

Sage CRM

By Sage

4.4
(183 Ratings)

Sage is tailored to the unique needs of Small and Medium-sized Businesses (SMBs), providing them with essential information, insights, and user-friendly tools. Concentrating on key operational domains such as Payroll, Human Resources, and Finance, Sage offers software solutions designed to enhance business efficiency. By forming strategic partnerships, Sage delivers confidence and actionable insights to SMBs, assisting them in streamlining their operations. The company's commitment is to empower SMBs through collaborative relationships and advanced technologies, ensuring smooth business activities and enabling success.

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Logo of Oracle NetSuite CRM

Oracle NetSuite CRM

By Oracle

4.4
(175 Ratings)

Oracle is a cloud technology company that offers computing infrastructure and software solutions globally. This organization has developed an autonomous database, the first of its kind, to help manage and secure data. Oracle Cloud Infrastructure presents functionalities to facilitate the transition of workloads from on-site systems to the cloud, and vice versa, as well as between different clouds. Oracle's cloud software applications provide modern tools designed to support sustainable growth and resilience in businesses. Tools developed by Oracle are used by a wide range of users including nonprofit organizations and businesses of various sizes, to aid in operations like supply chain streamlining, human resource management, financial planning and connecting data and global users. Apart from business solutions, Oracle's technology also aids in tasks ranging from government defense to scientific and medical research.

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Logo of Keap

Keap

By Keap

4.3
(153 Ratings)

Keap is a business tool focused on capturing, organising, and tracking leads. Its primary function is to assist in increasing sales and revenue through its efficient sales and marketing automation engine. In addition to the automation features, Keap provides guidance and coaching to its users. Originating as Infusionsoft, the company made strides in the sales and marketing automation software market. It has now expanded with Pro and Max editions. Keap, based in Chandler, Arizona, is focused on simplifying growth for small businesses across the globe. Its goal is to assist 1 million small businesses worldwide by 2030.

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Logo of Oracle CX Sales

Oracle CX Sales

By Oracle

4.4
(149 Ratings)

Oracle is a cloud technology company that offers computing infrastructure and software solutions globally. This organization has developed an autonomous database, the first of its kind, to help manage and secure data. Oracle Cloud Infrastructure presents functionalities to facilitate the transition of workloads from on-site systems to the cloud, and vice versa, as well as between different clouds. Oracle's cloud software applications provide modern tools designed to support sustainable growth and resilience in businesses. Tools developed by Oracle are used by a wide range of users including nonprofit organizations and businesses of various sizes, to aid in operations like supply chain streamlining, human resource management, financial planning and connecting data and global users. Apart from business solutions, Oracle's technology also aids in tasks ranging from government defense to scientific and medical research.

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Logo of Sales Creatio

Sales Creatio

By Creatio

4.8
(131 Ratings)

Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. Millions of workflows run on Creatio daily, supporting thousands of clients in 100 countries. Genuine care for our clients and partners is at the heart of our DNA.

Its offerings include Creatio Studio, a no-code agentic platform to build applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The company provides a Financial Services CRM platform, plus industry workflows across 19 verticals and a range of marketplace add-ons.

Creatio is headquartered in Boston, MA, with 850 employees in ten offices across 25 countries.

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Logo of Nimble CRM

Nimble CRM

By Nimble

4.3
(128 Ratings)

Nimble is a company focused on providing artificial intelligence-powered tools to K-12 schools. Their main offering aims to aid in the identification and recruitment of qualified talent for educational institutions. Leveraging advanced technological resources, they strive to enhance the recruitment process in school districts to provide students with access to quality education. Nimble works with various school districts and state education agencies across the country.

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Logo of Bullhorn Applicant Tracking and CRM

Bullhorn Applicant Tracking and CRM

By Bullhorn

4
(126 Ratings)

Bullhorn is a software company with a focus on cloud-based solutions for the staffing and recruitment industry. Over a period of 25 years, the firm has built a broad understanding of recruitment best practices and gained significant expertise in the sector. Originating from Boston and led by its founder, Bullhorn operates across 14 countries with a team of 1,400 employees worldwide. The primary goal is to provide a remarkable customer experience.

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Logo of SAP CRM (Legacy)

SAP CRM (Legacy)

By SAP

4.3
(125 Ratings)

SAP was founded in 1972 and is headquartered in Walldorf, Germany. The company employs over 105,000 people globally and develops software solutions for enterprise resource planning (ERP) and related business functions. SAP’s early products, SAP R/2 and SAP R/3, were widely adopted for managing core business processes. Its current ERP platform, SAP S/4HANA, uses in-memory computing to support data-intensive operations and integrates capabilities such as artificial intelligence and machine learning.

SAP offers a portfolio of software applications that support various business functions across industries. These applications are designed to operate on a unified digital platform. As of 2025, SAP reports over 230 million cloud users and provides more than 100 solutions. The company’s offerings are used by organizations to manage finance, human resources, procurement, supply chain, and other operational areas.

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Logo of Data.com (Legacy)

Data.com (Legacy)

By Salesforce

4.1
(109 Ratings)
customers choice 2025

Salesforce is a company that integrates artificial intelligence with customer relationship management and data to create solutions for customer-related concerns. Salesforce's primary business problem is to enhance the interaction between businesses and their customers by leveraging technology.

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Logo of BUSINESSNEXT

BUSINESSNEXT

By BUSINESSNEXT

4.4
(101 Ratings)

BUSINESSNEXT is an enterprise solution provider focusing on modular solutions for banks and financial institutions worldwide. The operations include leveraging technology and innovation to provide unique and adaptable user experiences in the fluctuating and complex business landscape. Their platforms, CRMNEXT, CUSTOMERNEXT & DATANEXT, are AI and ML-driven, cloud-agnostic platforms designed to facilitate digital transformations. This consists of an assortment of hyper SaaS modular solutions that are flexible, ready for plug & play operations, and have extensive integration capabilities. The company operates globally, accommodating over a million users, with two primary headquarters located in Raleigh, North Carolina and Noida, India. Presently, it has operations across five continents, with direct offices in 14 countries spanning the U.S.A, MEA, and APAC.

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Features of Sales Force Automation Platforms

Updated September 2025

Mandatory Features:

  • Platform composability, integration, mobile, voice-activated assistants and bots

  • Visualizations and analytics

  • Guided selling

  • Collaboration

  • Lead, account, contact, opportunity and activity management

  • Proposal and quote builder (not formal configure, price and quote [CPQ])

  • Pipeline and forecast management

  • Partner relationship management

Peer Lessons Learned for Sales Force Automation Platforms

Published February 2025

These lessons focuses on the responses to the questions: “If you could start over, what would your organization do differently?” and “What one piece of advice would you give other prospective customers?”

Peer Lessons Learned for Sales Force Automation PlatformsLessons learned by your peers shared on Gartner Peer Insights for Sales Force Automation PlatformsPeer Lessons Learned for Sales Force Automation PlatformsLesson 1LESSON1Assess Your Organization's CRM Needs; ObtainStakeholder Buy-In for SFA Platform SuccessLesson 2LESSON2Create an MVP to Evaluate SFA Platforms;Focus on API Integrations and LicensesLesson 3LESSON3Enforce Change Management; ProvideComprehensive SFA Training for Quick UserAdoptionLesson 4LESSON4Build a SOW; Manage Workflows and DataAhead of the SFA Platform ImplementationLesson 5LESSON5Leverage In-House and Third-Party Expertise toStreamline SFA Platform Deploymentn = 415Source: Reviews (415) submitted to Gartner Peer InsightsID: 6171523Gartner ®
Read Full Insights

Gartner Research

Magic Quadrant for Sales Force Automation PlatformsCritical Capabilities for Sales Force Automation Platforms
Gartner Peer Insights 'Voice of the Customer': Sales Force Automation Platforms

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Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

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