Sales Force Automation Platforms Reviews and Ratings

What are Sales Force Automation Platforms ?

Gartner defines sales force automation platforms as AI-augmented tools supporting automation and capture of sales activities, processes and administrative tasks, facilitating initiation, engagement and documentation of buyer-seller interactions through multiexperience and channel-agnostic approaches and devices. They leverage advanced analytics to support actionable insights, tracking and monitoring sales contact, pipeline and opportunity management; guided selling; and forecasting process execution. Optimal UX for sales managers or leadership extends beyond internal use cases, and is scalable to support buyer-seller intermediation and shared prospect/customer experiences. These platforms incorporate AI features beyond add-on products in predictive and prescriptive analytics, ML and NLP, enhancing processes and customer interactions.

Sales force automation (SFA) is a foundational sales technology implemented to automate and augment an organization’s core sales processes. Leveraging AI and advanced analytics, it enhances the seller’s ability to engage with customers across various interaction touchpoints and devices. It not only streamlines administrative tasks, but also provides actionable insights for improved sales contact, pipeline and opportunity management.

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

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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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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 is a company that aims to improve operational efficiency worldwide. The primary focus is on helping customers optimize their business operations. SAP develops innovative solutions to support this objective. The company plays a crucial role in transforming industries by fostering opportunity and equality on a global scale. By collaborating with customers and partners, SAP is capable of making substantial changes across various industries, supporting the growth and development of economies and societies.

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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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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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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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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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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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Creatio is a globally recognized provider of a no-code platform, alongside Customer Relationship Management (CRM) applications. The company primarily targets the issue of workflow automation, offering businesses in over 100 countries the freedom to streamline processes on their terms. Fundamental services include versatile CRM applications for marketing, sales, and service, adaptable industry workflows for a broad scope of sectors, and a range of marketplace add-ons. Central to Creatio's mission is the aim to assist organizations in digitalizing their workflows, thereby improving both customer interaction and employee experience, and boosting the performance of operational teams. Headquartered in Boston, MA, Creatio employs over 700 professionals spread over six offices worldwide. The institution prioritizes maintaining transparent and mutually fruitful relationships while focusing on a culture of care and positivity.

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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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SAP is a company that aims to improve operational efficiency worldwide. The primary focus is on helping customers optimize their business operations. SAP develops innovative solutions to support this objective. The company plays a crucial role in transforming industries by fostering opportunity and equality on a global scale. By collaborating with customers and partners, SAP is capable of making substantial changes across various industries, supporting the growth and development of economies and societies.

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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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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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LeadSquared is a service-oriented software that offers comprehensive solutions for sales, marketing, and onboarding automation. This company primarily addresses sales-related challenges encountered by businesses that handle large volumes of leads with diverse sales channels and teams. Its solutions are widely applicable across various industries, including but not limited to Education Technology, Healthcare, Financial Services, Real Estate, Automotive, and Hospitality. LeadSquared is located in Bengaluru, with additional operations in various global locations including the United States, Philippines, South Africa, Australia, and Indonesia.

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