List of the Top 21 Sales Performance Management Software for Microsoft Dynamics 365 in 2026

Everstage stands out as the leading no-code platform for automating sales commission processes, significantly easing the burden on Operations and Finance teams while providing gamified incentives for sales personnel. This platform is trusted by numerous public companies and enterprises across diverse sectors, including SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, and Staffing. The customizable plan designer offered by Everstage accommodates various plan structures, all presented in a user-friendly design. Users can efficiently create and manage quotas, tailoring measurement periods, assigning multiple quota categories, and establishing ramp structures without any limitations. The platform eliminates the hassle of constant back-and-forth communication regarding change requests. Everstage also enables effective management of exception requests, queries, and approvals while maintaining a comprehensive audit trail. Moreover, it allows you to monitor the performance of your customer-facing teams, serving as a reliable source of truth for quarterly business reviews and annual planning. With Everstage, all necessary data fields for real-time commission calculations are seamlessly integrated, ensuring accuracy and efficiency in your commission processes. This comprehensive approach not only enhances operational efficiency but also boosts team motivation through gamification.

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.

IncentX stands apart from typical sales commission software; it revolutionizes the way businesses approach incentive management. In an era where maximizing efficiency is crucial, incentX simplifies intricate calculations, making them feel like a breeze. By synchronizing the goals of your sales team with the broader objectives of the company, it fosters a unified workplace culture. Gone are the days of manual computations. Our platform offers swift and precise results, with seamless integration capabilities, particularly with major systems like SAP and Oracle NetSuite, ensuring continuous data connectivity. Yet, it goes beyond mere number crunching; our comprehensive analytics offer profound insights that inform and enhance your strategic planning. The efficient processes minimize the risk of errors, bringing together various teams, from sales to finance, in harmony. Every engagement with a customer presents a chance for growth, and incentX helps to maximize these critical moments, nurturing long-lasting relationships. With incentX, you elevate your management practices to new heights, paving the way for exceptional performance. In the competitive landscape, this software empowers you to not only keep pace but to lead the charge in your industry.

The Showpad Enablement Operating System® (eOS) seamlessly integrates marketing and sales teams to create experiences that drive revenue growth. It empowers sales representatives to interact with buyers using pertinent content and training, enabling them to navigate deals with assurance. Showpad eOS® provides a unified platform for sales tools and content, enabling sellers to quickly adapt to the evolving needs of buyers. With all the necessary information readily available, they can respond effectively. Transform tangible products into engaging digital experiences, including 3D models and immersive 360-degree showrooms, which foster more meaningful in-person conversations. Additionally, sellers benefit from the ability to engage with decision-makers through comments and uploads on a Shared Space—an adaptable microsite that streamlines the sales process. Furthermore, Showpad Coach is designed to amplify the successful strategies of top sellers, facilitating the training, coaching, and onboarding of your team, ultimately shaping them into trusted advisors for clients. By leveraging this system, companies can ensure that their sales team remains competitive and effective in today’s fast-paced market.

This adaptable B2B sales platform is crafted with a strong emphasis on client needs and ensures smooth functionality on various mobile devices, including smartphones and tablets, as well as through web browsers. It empowers sales teams by enabling them to efficiently plan, suggest, organize, execute immediate orders, and track both personal goals and corporate targets. By simplifying the order management system, it boosts productivity from order authorization and offer personalization to diverse reporting and customization options. This solution is tailored for both sales representatives in the field and those coordinating orders from their desks. Moreover, its sophisticated sales-route planning, featuring built-in GPS, acts as a personal assistant for field sales agents. The smart algorithm delivers real-time suggestions for the fastest routes and develops a monthly schedule that outlines visit frequency, duration, and route sustainability. In addition, sales managers receive extensive insights into all field sales activities, allowing them to monitor performance and refine strategies effectively. This comprehensive approach ultimately enhances collaboration, drives sales success, and contributes to overall organizational growth. By enabling real-time communication and data sharing, the platform ensures that all team members are aligned and working towards shared goals.

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.

Skynamo stands out as the sole Field Sales Software designed specifically for manufacturers, wholesalers, and distributors. It empowers sales representatives to effectively plan their account visits, optimize their daily schedules, and maintain a comprehensive record of client interactions, while also facilitating seamless order processing and data collection on-site. Sales managers benefit from valuable insights into their representatives' time management and behaviors, enabling them to provide targeted coaching and identify successful strategies to replicate across the team. Additionally, Skynamo offers tailored solutions for sales teams, catering to their specific needs in ERP, inventory management, or accounting functionalities, ensuring that every aspect of their operations is covered. By integrating these features, Skynamo enhances overall productivity and fosters a more cohesive sales environment.

Lative functions as an all-encompassing platform for revenue forecasting, strategic planning, and monitoring execution, aimed at fostering efficient and profitable growth. By merging high-level objectives with operational data from the ground level, it enhances the quality of investment decisions and helps you achieve your goals with greater efficiency. Instantaneous assessments of sales performance and return on investment provide the information you need to make strategic choices that stimulate growth. The platform synchronizes your overarching revenue strategies with granular operational insights, creating a cohesive and comprehensive view of your sales operations. Additionally, it allows you to identify emerging gaps and utilize AI to analyze various hypothetical scenarios, thus ensuring that you consistently achieve your sales targets. This solution guarantees quick value realization through seamless connectivity and integration, and its capability to consolidate data from more than 150 sources results in a dependable single source of truth. In addition, it offers accurate and timely revenue insights, facilitating agile decision-making that can adapt to the ever-evolving business environment, thereby securing ongoing success and flexibility in your growth approach. Ultimately, Lative empowers organizations to navigate complex challenges and seize opportunities in the competitive marketplace.

Plecto is a performance management platform that caters to mid-sized businesses and larger enterprises seeking immediate insights into their sales, marketing, and financial performance. This tool consolidates company data into customizable dashboards that are accessible on televisions, mobile devices, and desktop computers. Its user-friendly interface makes it suitable for every employee, ranging from the CEO to management and sales teams. By ensuring that everyone operates from a unified data source, Plecto enables consistent results across the organization. Furthermore, the collaborative nature of the platform fosters a culture of transparency and shared goals among all team members.

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.

Boosting activity, scheduling additional appointments, and generating revenue can be achieved with greater efficiency. The Spotio Mobile App empowers your representatives to maintain organization and enhance productivity while working in the field. This application provides essential visibility to elevate field sales performance and offers real-time data insights. Your sales team will have the ability to monitor all their appointments, tasks, routes, sales activities, lead notes, and other critical information seamlessly. Additionally, the incorporation of automated data entry enables field representatives to concentrate on their core responsibilities and maximize their effectiveness. Ultimately, this leads to improved outcomes and a more streamlined sales process.

Are you still using manual methods to create commission spreadsheets? With Sales Cookie, a user-friendly commission management platform, you can streamline the process without incurring any setup costs. This cloud-based solution allows you to easily manage incentives, compute commissions, and share results with your sales representatives through a straightforward web interface. Being entirely cloud-based, it offers seamless synchronization of sales transactions with your CRM and can automatically convert currencies. It's time to bid farewell to those cumbersome commission spreadsheets for good! Embrace the efficiency and simplicity that Sales Cookie brings to your commission management needs.

ORM provides an intuitive cloud-based platform that leverages its extensive expertise in optimization and statistical analytics. Their cloud offerings are tailored to enhance Sales and Marketing functions within businesses. Notable among these solutions are the Optimized Sales Management and Optimized Marketing Management options, both of which feature predictive analytics and optimization, along with sophisticated reporting and data analysis features. One of the main benefits of these solutions is the potential for cost reductions ranging from 5% to 15% or even greater, along with notably improved reporting and data management. Furthermore, ORM uniquely positions itself as the only platform dedicated to sales and marketing performance analytics that delivers actionable strategies, providing you with the insights needed to accelerate revenue growth. ORM Technologies advocates for the belief that data should streamline decision-making processes, functioning as a committed data scientist embedded within your team. This dedication to boosting operational efficiency not only empowers businesses to make well-informed decisions but also fosters a culture of data-driven success. Ultimately, ORM's innovative approach sets them apart in a competitive landscape.

Prepare your teams today to secure future victories by equipping all client-facing staff with vital knowledge, skills, and insights that drive peak performance. Scorecards provide a seamless way to track your training initiatives alongside sales KPIs from your CRM, enabling you to identify and address skill gaps promptly. Alarmingly, nearly two-thirds of enablement programs produce only mediocre results, at best. However, Bigtincan Readiness offers a more efficient path to success, providing tools that empower each team member with the necessary skills, knowledge, and resources to thrive. With a diverse portfolio of over 1,100 customers across various sectors, Bigtincan Readiness has been leading the way in team enablement longer than any competitor. Improve your content creation processes, accelerate training and onboarding, and refine essential messaging with Bigtincan's offerings. Delivering customized solutions to meet all enablement demands, Bigtincan Readiness ensures that your teams are always ready to reach their objectives. By utilizing these innovative tools, organizations can cultivate an environment of ongoing improvement and resilience, ultimately fostering greater team cohesion and success. This commitment to continuous growth will help prepare your teams for an ever-evolving business landscape.

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.

GridBuddy Connect is a robust data productivity platform that integrates seamlessly with CRM systems like Salesforce and Microsoft Dynamics 365. It enables users to manage and edit multiple data objects within a single interface, reducing time spent navigating through different platforms. With features like advanced filtering, conditional formatting, and multi-object inline editing, GridBuddy Connect offers users a more efficient and flexible way to handle data. Additionally, it supports powerful connectors for other platforms like Zendesk, making it a versatile tool for enhancing team collaboration and driving data-driven decision-making.

Leverage near real-time insights on both compensation and performance, combined with advanced AI technology, to ensure a thorough and ongoing assessment of your sales team. This approach allows for immediate visibility into the performance levels of the entire team. With the help of AI and machine learning, organizations can uncover potential issues that may arise within their structure. Xactly's Rep Attrition algorithm is specifically designed to help managers take proactive measures to address attrition before it manifests. Importantly, Xactly Insights distinguishes itself as the only sales performance management (SPM) tool that offers real-time, dynamic performance metrics sourced from a wide range of industry pay and performance benchmarks. This crucial data equips sales teams, sales operations, and finance departments to make informed and timely business decisions. Moreover, by utilizing AI and machine learning, businesses can anticipate turnover among sales representatives and develop strategies to address it preemptively. In addition, advanced filtering options allow for comparisons of plan designs and outcomes against competitors within the industry. This capability empowers users to analyze sales and business data more thoroughly, resulting in the ability to create complex metrics and reports that align with specific sales performance goals. Ultimately, by weaving these insights into their operations, organizations can fine-tune their strategies and significantly boost the effectiveness of their sales efforts, ensuring they remain competitive in an ever-evolving market.

Introducing an innovative coaching platform designed to leverage data for the effective establishment, enhancement, and evaluation of sales performance. By placing a strong emphasis on sales competencies during every coaching interaction, it allows for the rapid detection of skill deficiencies, promotes advancements in both capabilities and overall performance, and offers a holistic view of results—all within a unified system. e4enable aspires to transform your sales organization by distinctly outlining the criteria for success and nurturing the appropriate sales mindset from the beginning. This groundbreaking tool not only fosters accountability among sales professionals and their leaders but also encourages the embrace of training while ensuring complete visibility across the organization. In addition, it aligns competencies with vital sales KPIs and metrics, facilitating a comprehensive assessment of your sales coaching and training efforts, ultimately boosting overall sales effectiveness. With e4enable, organizations can anticipate not only achieving their sales targets but also surpassing them by implementing a strong framework that supports continuous growth and improvement. The platform's commitment to enhancing collaboration and communication within teams further strengthens its impact on driving exceptional sales outcomes.

SmartWinnr serves as an all-in-one solution that equips your sales personnel with the latest product information, guarantees consistent messaging during customer engagements, and boosts overall sales performance. By implementing gamified key performance indicators, we enhance sales outcomes, while AI-generated queries and supportive feedback elevate product understanding. Furthermore, ongoing coaching facilitates richer customer interactions, leading to improved sales results and stronger client relationships.

Modern sales teams can benefit from software that streamlines the commission process through automation. With this tool, you can effortlessly implement any commission plan you desire. Its user-friendly design platform allows for the creation of sales incentive plans that can be adjusted to meet real-time needs, ensuring transparency in your commission structures. If you require customized fields within your CRM, it’s easily achievable. You can manage complex workflows with various logical conditions without hassle, making the process as enjoyable as a leisurely stroll. This is all made possible by the user-friendly sales incentive plan creator at your fingertips. Everything you need, including CRMs, invoicing, accounting, prospecting, and payroll, is readily accessible with just one touch. The robust commission tracking software enables you to craft intricate sales incentive plans tailored to your team's needs. Additionally, you can establish automated workflows for commission approvals, tracking, and payment processes, ensuring everything operates seamlessly. With just a few clicks, modifying any aspect of your commission plan becomes a straightforward task, allowing you to adapt quickly to changing requirements. Embrace the future of sales commission management with this comprehensive solution.

Modern sellers encounter the complex task of making numerous decisions while aiming to optimize their resource distribution. At the same time, sales managers struggle to evaluate and improve overall sales outcomes, largely due to insufficient actionable insights derived from existing CRM data. Scout, developed by Miller Heiman Group, effectively tackles these sales-related hurdles. By combining the insights from our acclaimed sales training programs—Strategic Selling®, Conceptual Selling®, and Large Account Management ProcessSM (LAMP®)—with cutting-edge, analytics-driven sales technologies, Scout greatly enhances the likelihood of closing sales and integrates Miller Heiman Group's vital methodologies into the selling framework. This strategy not only fosters the adoption of essential sales techniques but also leads to enhanced performance among teams. Moreover, it features a mobile-first design to guarantee accessibility anytime and anywhere, which promotes more effective and tailored coaching for sellers on a larger scale. By adopting this groundbreaking solution, sales teams can fundamentally change their approach and achieve higher levels of success in a competitive market. As a result, organizations can expect to see a significant shift in their sales dynamics, ultimately leading to increased revenue and growth opportunities.