List of the Top 25 Sales Force Automation Software for Microsoft Dynamics 365 in 2026

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

Pepperi stands out as the premier unified B2B sales platform tailored for medium to large CPG/FMCG manufacturers and distributors. This comprehensive omnichannel commerce solution oversees every facet of your B2B sales operations and features a powerful trade promotions module. Offering a B2C-like interface, Pepperi encompasses a B2B eCommerce storefront, a mobile order-taking application for iOS and Android, Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting/DSD, and Inside Sales—all within a single, integrated cloud platform that operates seamlessly both online and offline across all devices to enhance B2B sales efforts, whether digital or face-to-face. Moreover, the Pepperi IPaaS (Integration Platform as a Service) ensures your data remains in sync with existing software solutions, including ERPs, accounting systems, and payment and shipping gateways. With a trusted presence among over 1,000 companies across 65 countries, Pepperi also maintains offices in the United States, Europe, the Middle East, and Australia, solidifying its global reach and commitment to client success. This extensive support network enables businesses to maximize their sales potential while navigating the complexities of both online and in-person transactions.

Kixie: Intelligent Calling and Texting Solutions for Revenue Teams Kixie serves as an AI-driven sales engagement platform designed to enable teams to connect more swiftly, secure additional deals, and grow seamlessly—all while maintaining a personal touch. 🔥 Outbound Sales: Elevate connection rates by as much as 400% through AI-enhanced Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Streamline calls and texts for immediate follow-ups and impactful outreach—all without the hassle of manual processes. 📞 Inbound Sales & Customer Service: Manage a higher volume of calls with intelligent CRM-based routing, shared SMS inboxes, and instant auto-responses. 📊 Revenue Operations & Leadership: Access AI-generated insights, real-time coaching resources, and sophisticated analytics to enhance your team's performance. 💥 Transform your sales force today! Explore our website to begin your journey for free, with no credit card necessary, and discover the difference Kixie can make.

Clear C2 recognizes that each business has unique requirements. As a result, C2CRM has been crafted to let you choose the features that best suit your needs. Our CRM solution is not only budget-friendly but also adaptable as your business expands. C2CRM consists of four interchangeable modules that together form a comprehensive CRM package: Customer Service, Sales Automation, and Marketing Automation, all designed to enhance efficiency. At the heart of our offering is the C2CRM Relationship Management module, which serves as the foundation of our system. It encapsulates all the essential logic necessary for managing your business relationships effectively. Equipped with integrated dashboards and reporting tools, you can gain a holistic view of your accounts, contacts, activities, and automated workflows, ensuring that you are always informed and ready to make strategic decisions. This level of insight is crucial for driving growth and improving customer satisfaction.

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQ™, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

ZoomInfo stands out as a premier business intelligence platform that equips companies with extensive data and insights regarding other businesses, professionals, and prevailing market trends. By offering in-depth profiles, contact details, and firmographics for millions of organizations and key decision-makers, it enables firms to refine their sales, marketing, and recruitment strategies effectively. Utilizing AI-enhanced analytics and data mining techniques, ZoomInfo provides practical insights that empower businesses to discover new opportunities, streamline their outreach efforts, and make well-informed decisions. The platform's features for lead generation, account management, and sales prospecting make it a favored choice among sales and marketing teams seeking to boost growth, enhance targeting, and improve customer engagement. Furthermore, its user-friendly interface and robust data offerings ensure that companies can stay ahead in today's competitive landscape.

Broaden your reach with our dynamic engagement platform, which harnesses authentic data, customized strategies, and extensive automation. Establishing connections with the right individuals at just the right times is vital for cultivating a strong network. Our cutting-edge email sourcing and sequencing capabilities allow you to target influential players who are essential to your achievements. Our innovative lead generation technology attracts knowledgeable, professional, and high-quality prospects to your pipeline. Moreover, our platform is designed to integrate effortlessly with all your favorite sources, enhancing your overall experience. Through meticulous data enrichment, we collect accurate contact information, ensuring that each new prospect is validated, allowing you to seize every potential opportunity. Additionally, Buzz provides valuable reports that reveal actionable insights, empowering you to pursue continuous growth and improve efficiency. With automated sequential cadences, your follow-ups for direct messages and gentle engagement points are perfectly timed, making every interaction as effective as it can be. By utilizing these features, you can significantly enhance your outreach initiatives, ultimately leading to a more robust and engaged audience. This comprehensive approach not only streamlines your efforts but also positions you for sustained success in a competitive landscape.

Gain a deeper understanding of your customers and grow your business with Insightly. This powerful and intuitive customer relationship management (CRM) solution is designed specifically for small and medium-sized enterprises, enabling teams to increase sales, nurture relationships, and deliver projects on time. It offers smooth integrations with widely used applications such as Gmail, Office 365, and MailChimp. Furthermore, Insightly equips organizations with crucial tools to manage contacts throughout the sales journey, oversee customer interactions, and monitor their sales pipeline, along with numerous other features. By utilizing Insightly, companies can streamline their operations and enhance customer satisfaction, ultimately leading to greater success in their endeavors. Embracing this platform opens up new avenues for growth and efficiency, allowing businesses to thrive in a competitive landscape.

Effective sales enablement that leads to successful deal closures is essential for any organization. This all-encompassing sales engagement platform incorporates key components such as content management, communication tools, and sales intelligence, designed to enhance every interaction with prospective clients. It organizes curated resources and team collections systematically, ensuring that content is easy to find and can be customized to stay relevant. Each engagement with customers gains importance through seamless interactions across multiple channels, including online platforms, email, mobile devices, screen sharing, and in-person meetings. The platform provides unmatched insights into every customer touchpoint, enabling sales representatives, leaders, and marketers to access engagement analytics that refine their decision-making processes. By intelligently guiding sellers to the most pertinent content for each phase of the CRM journey, it employs a distinctive set of rules-based recommendations that elevate the sales experience and improve efficiency. Furthermore, it streamlines onboarding processes and encourages best practices, with ClearSlide Replay recordings and performance dashboards serving as valuable coaching tools that offer transparency into meetings, presentations, and slide utilization, ultimately bolstering overall sales effectiveness. By integrating these advanced features, organizations can not only achieve greater sales capability and responsiveness but also foster a culture of continuous improvement within their sales teams. This holistic approach ensures that every team member is well-equipped to drive success in a competitive marketplace.

Sales Buzz is a comprehensive Mobile Sales Force Automation System designed for use on mobile and handheld devices, enabling users to effectively monitor and empower their sales teams, merchandisers, and distribution networks to drive revenue growth, enhance data insights, and elevate customer service levels. This innovative software streamlines various business tasks for sales personnel, encompassing journey planning, contact management, order processing, invoicing, inventory oversight, tracking, and customer relations management. Among its primary goals are enhancing control over the sales team, merchandisers, delivery personnel, and collectors, which in turn boosts overall efficiency. By automating mundane tasks, it significantly reduces the potential for errors, facilitates the creation of optimized work schedules, and provides quicker access to vital information. Additionally, it delivers unique insights that enable sales representatives and managers to formulate strategies aimed at expanding their sales reach in the future. Moreover, it optimizes the utilization of existing assets and resources while automatically collecting and analyzing data to generate actionable insights, empowering businesses to make well-informed decisions that align with their strategic goals. Ultimately, the integration of Sales Buzz not only enhances operational workflows but also fosters a culture of continuous improvement within sales organizations.

Stack Moxie has a deep appreciation for marketers, recognizing that we are indeed marketers ourselves. We understand that technology has the potential to empower marketers to achieve remarkable outcomes. However, the reality is that marketing teams often face challenges that can lead to their downfall. In today's landscape, marketing departments must operate efficiently, produce more results, and adhere to stringent regulations. A Chief Marketing Officer (CMO) is aware that leveraging technology is essential for scaling operations and maintaining compliance. Conversely, a Chief Technology Officer (CTO) may hesitate, fully recognizing that marketers lack access to a vital tool that is critical for the IT department's success. A CTO might emphasize the importance of thorough stack testing, ensuring that every aspect runs smoothly and functions as intended. Questions arise: Are the web forms operating correctly? Is customer input generating the necessary responses? Can we successfully navigate an audit? Unfortunately, these tools are often out of reach for marketers, along with the budget and time needed to conduct manual evaluations. This gap is precisely what inspired the creation of Stack Moxie. Our platform empowers marketers by placing essential IT expertise directly at their fingertips. We ensure that marketing technology operates seamlessly, so leads are captured effectively, digital ad expenditures are maximized, and any issues are promptly identified and addressed. By bridging this divide, we help marketers thrive in a complex environment.

Repsly's retail execution platform empowers consumer packaged goods (CPG) field teams to enhance their sales performance, ensure adherence to promotional standards, and optimize merchandising execution by providing access to essential data and tools that facilitate smarter work practices within their accounts. The adaptable nature of Repsly's platform equips these teams with various solutions, including ordering, scheduling, data collection, time and mileage tracking, and sales performance reporting, all of which contribute to its distinctive market position. By consolidating data on shelf-level execution and team activities, the Repsly platform aids field teams in making informed decisions that amplify their effectiveness. With over ten years of experience supporting CPG teams, Repsly has facilitated more than 5 million in-store activities each month across 80 countries, showcasing the platform's global impact and reach. This extensive track record highlights the commitment of Repsly to driving success for its users in the competitive retail landscape.

Spinify makes hitting sales goals exciting. Our sales gamification platform turns KPIs into live competitions, instant recognition, and rewards that keep teams motivated, accountable, and performing at their best—whether in the office, remote, or hybrid. Motivate & Engage Your Team Sales teams thrive with clear goals, real-time feedback, and the drive to win. Spinify uses real-time leaderboards, challenges, and achievements to make performance visible and inspire healthy competition. Reps always know where they stand and how to reach the top. Celebrate Wins Instantly Recognition fuels motivation. Spinify automates celebrations with personalized messages, music, badges, and confetti. Whether it’s closing a deal, logging calls, or hitting an activity target, every success gets the spotlight it deserves. Custom Competitions That Fit Your Goals Every business is unique. Spinify lets you fully customize competitions, KPIs, and rewards so they align with your sales process and company culture. Run individual or team-based challenges, set short sprints or long-term goals, and adjust incentives to keep performance high. AI-Powered Coaching for Faster Growth Great sales leaders don’t just track numbers—they coach. Spinify’s AI Coaching Agent analyzes performance trends, highlights strengths and opportunities, and provides actionable insights to help reps improve faster while maintaining healthy engagement. Why Sales Teams Love Spinify Real-time visibility drives accountability Automated recognition keeps morale high Custom gamification fits your strategy AI coaching accelerates improvement Trusted by GE Appliances, Re/MAX, Amica, and Dialpad, Spinify has powered over 1.5 million leaderboards to boost engagement, productivity, and revenue. Motivate. Engage. Win. Start your sales gamification journey with Spinify today.

eRep CPQ (Configure Price Quote) software enables manufacturers and distributors to streamline intricate quote-to-order workflows through a contemporary cloud-based platform. With eRep, sales teams can generate precise quotes swiftly and enhance their selling strategies, ultimately driving growth by expediting the onboarding process for sales representatives, improving customer interactions, and providing better business insights. Functioning as a standalone connector between your ERP and CRM systems, eRep is versatile and doesn’t require a specific ERP or CRM to utilize its CPQ features effectively. This tool supports the management of your sales pipeline through guided selling techniques and facilitates multi-channel sales, making it beneficial for independent representatives who assist in onboarding new team members more efficiently. Beyond conventional CPQ functionalities, eRep also offers selection software and the capability to generate product-specific documents, including technical drawings, which makes it particularly advantageous for manufacturers looking to optimize their sales processes. In addition, eRep's advanced features empower businesses to adapt to changing market demands with agility and precision.

DemandFarm provides three entirely Salesforce-integrated products designed to help businesses realize the complete revenue potential of their major accounts: The Account Planner serves as a comprehensive tool for streamlining account planning, discovering untapped opportunities, assessing competition, consolidating account intelligence, conducting both in-app and offline quarterly business reviews, and monitoring revenue impact indicators at the portfolio level. With the Org Chart product, users can effectively visualize intricate organizational structures, build detailed relationship maps tailored to specific opportunities, evaluate engagement frequency and effectiveness with key stakeholders, and devise targeted engagement strategies—all within a single interface. The Opportunity Planner allows for the application of various sales methodologies such as SPIN and MEDDIC, offering a flexible planning tool that enables precise scoring of opportunities for improved prioritization, the creation of opportunity-specific organizational charts, and the consolidation of all relevant information into one dashboard while confidently assigning next steps. Additionally, DemandFarm holds certifications for ISO/IEC 27001:2013 and ISO/IEC 27701:2019, and is compliant with SOC2 Type II standards, ensuring robust security and privacy measures. Discover why more than 15,000 users appreciate DemandFarm for managing their key accounts by visiting demandfarm.com, and see how these tools can transform your account management processes.

Effortlessly Convert Your Emails into Contacts. Instantly pull every detail from your emails, signatures, and calendars, enabling smooth integration with CRM and marketing platforms to maintain up-to-date contact information. Grasping How SigParser Functions. We make it easier for individuals, teams, and entire organizations to locate and refresh their contacts and other information obtained from emails, signatures, and calendars. Numerous Contacts Uncovered. A team of ten sales professionals can typically reveal around 15,600 new contacts within just two years by analyzing their email and calendar histories. Regular Scan & Sync Pricing. SigParser performs automatic scans of all email and calendar accounts multiple times daily, enhancing and updating contacts in your CRM and marketing systems. Comprehensive History Scan Pricing. Gain access to up to ten years of archived emails and calendar entries to create a premium contact list ready for CRM and marketing tool integration. Extensive Developer API Pricing. SigParser offers a wide variety of APIs that developers can use to extract email content, unlocking a plethora of opportunities for tailored solutions. With these powerful tools, you can optimize your contact management approach, ensuring that your database remains not only comprehensive but also current. By leveraging these capabilities, organizations can significantly improve their outreach and engagement strategies.

Klyck empowers businesses to secure more deals while fostering robust relationships. By ensuring that sales teams access the appropriate sales and marketing materials at critical moments, Klyck enhances the quality of customer interactions. Its insightful data analytics enable sales and marketing leaders to grasp customer engagement levels and formulate effective sales strategies. By merging content intelligence with training integration and customer segmentation, Klyck transforms any sales representative, whether experienced or novice, into a competent sales professional. Discover how Klyck’s automated sales solutions assist B2B clients in refining their sales processes, increasing deal closures, and optimizing the use of sales materials. Navigating a complex B2B sales cycle can be challenging; however, our platform streamlines customer dialogues by enhancing sales alignment, significantly minimizing the time needed to locate sales content, and delivering impactful data analytics on customer engagements. Moreover, Klyck’s innovative approach ensures that sales teams are not just equipped but are also empowered to excel in a competitive marketplace.

Boost your field sales by 20% while simultaneously cutting down on administrative tasks with our comprehensive sales automation solution. Perenso Field Sales equips businesses with advanced technology designed to enhance their selling capabilities in the field. The platform boasts a wide range of features aimed at connecting with the right audience and delivering accurate information to facilitate optimal deals, thereby improving efficiency and maximizing revenue. This versatile sales execution platform caters to wholesalers, manufacturers, and distributors of all sizes, especially those targeting retail businesses. It includes capabilities for bulk data import and export as well as bulk content upload and automatic matching features. The user-friendly interface allows for easy content searches, and users can send emails directly from the application. Multiple diary entries for calls can be created simultaneously, and the intuitive management system simplifies scheduling. You can also repeat bulk scheduled calls and access product information directly within an order screen tailored to your business needs. Additionally, the platform allows you to capture photos and make notes, which can be consolidated into comprehensive reports on competitors. Progress tracking and goal setting are available at any time within the application, enabling users to establish targets across a diverse range of metrics for enhanced performance. Overall, this solution positions your sales team for greater success in a competitive market.

Streamline the purchasing and management of cross-media campaigns through a specialized media buying platform designed for both advertisers and agencies. Boost revenue from both direct and programmatic sources with a comprehensive advertising sales solution that serves the needs of publishers and agencies. Stakeholders are empowered to effortlessly plan, execute, and manage campaigns using a customized self-service advertising portal. This innovative solution supports both direct and programmatic advertising by integrating with leading ad servers, ad exchanges, SSPs, and DSPs. Additionally, it provides extensive functionalities for handling print advertising, including a detailed real-time booking calendar that enhances campaign management efficiency. Key out-of-home advertising capabilities are also included, ensuring effective inventory control and pricing strategies. Operating on the Force.com® platform, ADvendio enjoys the benefits of a trusted cloud technology provider, ensuring reliability and scalability. This powerful platform is equipped with robust APIs and mobile-friendly features that simplify campaign management. The intuitive interface enables users, even those with minimal technical skills, to easily navigate the system and utilize its full potential, making it a versatile solution for all advertising needs. Thus, the platform not only optimizes efficiency but also enhances the overall user experience.

Revegy offers a smart planning platform tailored for sales teams, enabling them to maintain alignment and cultivate relationships that significantly influence their key accounts. This innovative solution empowers teams to make data-driven decisions that lead to tangible results in their sales efforts.

The Experlogix CPQ solution empowers sales teams to generate precise quotes for configurable products and services. By utilizing a logic-driven rules engine, Experlogix CPQ allows product and engineering teams to manage options, combinations of features, pricing, and discounts effectively. Additionally, it streamlines processes like discount approvals, which facilitates faster sales for representatives and ensures that quotes are consistently accurate. This efficiency not only boosts sales productivity but also enhances customer satisfaction by providing reliable pricing information.

The evolution of customer relationship management is set to emphasize user-friendliness at its core. By transforming sales methodologies and enhancing overall efficiency, this new approach utilizes clear prompts for clients, representatives, and account teams, all backed by an innovative Edge AI platform that emphasizes the needs of sellers. With three decades of expertise in CRM and enterprise software, Tact.ai delivers a flexible engagement model alongside state-of-the-art technology, positioning itself as the ideal partner for enhancing existing CRM systems while paving the way for a more manageable CRM environment that ensures future achievements. Tact Assistant takes seller priorities to heart by offering real-time insights, effortless data entry while on the move, proactive nudges, and significant productivity improvements—all integrated into a holistic user experience that elevates representative efficiency and promotes stronger CRM utilization and governance. This groundbreaking strategy not only leads to improved sales results but also equips teams to thrive in an ever-evolving competitive landscape, ensuring sustained growth and success. As businesses adapt to these advancements, they will find themselves better prepared to meet the dynamic demands of their customers.

Closely monitor your company's operational costs to effectively optimize the sales process. By introducing automation for time-consuming tasks, you can significantly enhance the productivity of your sales team. Employ customer segmentation, scoring, or profiling to align your sales strategies with the unique needs of your clients. Assess the best approaches for engaging each customer to secure better results and increased profits. Proactively seek out actions that will yield outstanding outcomes. Vincle presents a versatile platform that effortlessly connects with a variety of third-party applications through APIs. This module can seamlessly integrate with systems like SAP, JDE, and Dynamics, as well as with external data sources. Centralize all your commercial strategies onto a unified platform. This solution not only fulfills your current needs but also uncovers new avenues for growth. Speed up your go-to-market strategy, whether it targets brick-and-mortar retail, online shops, or B2B e-commerce. By doing so, you will enhance your business's potential for long-term growth and a stronger presence in the market. Ultimately, embracing these strategies will ensure that your organization remains competitive and agile in an ever-evolving landscape.

The premier platform for enterprise sales engagement crafted specifically for teams focused on driving revenue. It allows sales professionals to interact with potential clients at an accelerated pace. Utilizing AI powered by Real Data™, it transforms the landscape of sales engagement software, outshining conventional cadence tools. This innovation leads to a stronger sales pipeline and supports enhanced strategies for customer expansion. Moreover, it encourages meaningful conversations with both new prospects and current clients, ultimately accelerating revenue growth. Playbooks goes beyond the functionalities of a typical sales auto dialer or sequencing tool. Rather than just boosting productivity, it equips teams to concentrate on the most impactful actions. Sales agents benefit from insights on additional contacts, paired with customized recommendations regarding the best timing and methods for outreach, which significantly improves their efficiency. Additionally, leaders receive essential visibility into the performance of their distributed sales teams, providing clarity on effective tactics and identifying areas needing enhancement. This holistic strategy ensures that every team member is unified in pursuit of achieving optimal results, fostering a culture of continuous improvement and collaboration.

To deliver exceptional customer experiences, it is crucial for contact center representatives to possess a thorough and unified understanding of omnichannel engagement. InteractionSync for Genesys Cloud provides this essential capability, enabling agents to deliver outstanding service swiftly, effectively, and consistently. A successful strategy for creating a comprehensive customer experience necessitates the integration of key systems, including your CRM and contact center operations. By utilizing InteractionSync for Genesys Cloud, agents obtain a cohesive view of omnichannel interactions within Microsoft Dynamics 365, which continuously improves customer experiences through both speed and quality. This solution simplifies navigation and reduces the number of keystrokes required to access customer information, consequently allowing agents to save valuable time. Moreover, features such as intelligent screen pops and the automatic creation of Dynamics 365 activities significantly enhance operational efficiency, enabling agents to concentrate more on customer interactions rather than on administrative duties. Ultimately, this integration not only elevates agent productivity but also plays a vital role in enhancing overall customer satisfaction, leading to a more engaged and loyal clientele. As a result, organizations can foster stronger relationships with their customers, contributing to long-term success and growth.