RocketDocs vs. 123PAS

D&B Hoovers accelerates the journey from prospecting to establishing profitable client relationships more efficiently. By identifying crucial prospects and potential areas for growth, it serves as a powerful sales acceleration tool that leverages data and analytics. B2B sales professionals can engage with clients swiftly, enhancing their business development efforts. With access to comprehensive intelligence across more than 120 million business records, users gain valuable insights that empower their marketing and sales strategies. The platform features an intuitive interface alongside automated workflows, including alerts, triggers, and smart lists, which simplify the user experience. Furthermore, D&B Hoovers merges Dun & Bradstreet's extensive commercial database with advanced analytics to deliver a robust sales intelligence solution. This service also offers versatile search and list-building capabilities, real-time alerts, in-depth company profiles, and insightful research reports to support informed decision-making in the sales process. Overall, D&B Hoovers positions your organization for success by enhancing the efficiency and effectiveness of your sales efforts.

Repfabric is an innovative customer relationship management (CRM) platform that integrates seamlessly with your email to provide extensive features for managing contacts, calendars, and tracking deals. Imagine easily overseeing your commissions from the CRM to the point of sale, thus removing the hassle of spending long hours on Fridays inputting weekly activities. With Repfabric, you have the convenience of updating all your data directly from your mobile device right after each call. You can swiftly record sales conversations using voice-to-text technology within a minute while the details are still fresh, ensuring nothing slips your mind. Gain insights into client interactions and potential opportunities by reviewing account activities, and access sales metrics and trends from manufacturers right through the mobile application. If you find yourself unexpectedly available due to a canceled sales appointment, there's no need to fret. You can take advantage of the Nearby feature to identify the closest client and maintain your productivity with face-to-face meetings. Our dedicated customer care team is committed to making your transition effortless and stress-free, enabling you to focus on growing your business. Additionally, our experienced data team, well-versed in various CRMs and legacy commission systems, handles all the intricate tasks, so you can devote your energy to what truly counts: your success. This combination of features and support ensures that you’re always equipped to meet your clients’ needs effectively.

Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.

Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite, and over 50 popular apps, plus access it on the go via iOS and Android mobile apps. Sales teams save time on routine tasks, gaining more opportunities to close deals, while managers benefit from easy forecasting, automated reports, and performance insights without micromanaging. Boasting the fastest ROI and lowest TCO in the industry, Pipeliner offers unmatched innovation, complete customization without coding, and exceptional support from real experts. Join the 95% of clients who stay loyal after five yearspipelinersales.com and transform your sales process today. Experience the difference—sign up for a free trial and see why Pipeliner CRM is the heartbeat of successful sales organizations.

EASA provides an innovative approach to transform Excel spreadsheets into secure, tailored web applications that can be accessed through a web portal by both internal and external personnel, including partners, resellers, suppliers, and customers, as well as those utilizing subscription-based applications (SaaS). In contrast to alternative solutions, EASA allows for the deployment of complex spreadsheets that include VBA, macros, and add-ins without the need for converting logic and formulas, which can be retained and reused effectively. Furthermore, EASA enhances spreadsheet capabilities by offering advanced features such as genuine database functionality, seamless integration, and efficient workflow management. Typical applications of EASA include implementing spreadsheets for CPQ (configure price quote), insurance rating, financial analytics, engineering calculations, and numerous other uses. Before embarking on extensive and uncertain development projects or migrating all your Excel functionalities into a commercial offering, it is advisable to consider EASA. Organizations such as AIG, Voya, HP, and Caterpillar are among its clients, making it a solution worth investigating for those seeking to optimize their spreadsheet applications. By exploring EASA, businesses can leverage their existing Excel expertise while gaining access to enhanced capabilities.

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

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.

Newforma is a leading project information management software suite designed to transform collaboration and communication in the architecture, engineering, construction, and owner/operator (AECO) sectors. With products like Newforma Konekt, Project Center, and Constructex, the platform delivers powerful tools for BIM coordination, centralized document management, and efficient submittal workflows. Newforma Konekt’s innovative 2D/3D viewer enables users to quickly unify and explore multiple IFC project models, significantly enhancing BIM collaboration and construction efficiency. By integrating email directly into the project management environment, Newforma ensures streamlined communication, increased accountability, and reduced risk of litigation. The platform supports both cloud-hosted and on-premise deployments, giving firms flexibility in data management and security. Millions of users across thousands of projects rely on Newforma to manage billions of emails, file transfers, and submittals with robust audit trails and dispute resolution capabilities. Customer feedback emphasizes dramatic reductions in response times, cost savings, and workflow efficiencies, with some processes shortened from weeks to hours. Newforma’s comprehensive connectors and integrations enable seamless data unification across applications, simplifying complex project environments. The platform’s strong focus on information governance and risk management helps firms mitigate legal exposure while improving overall project outcomes. Ultimately, Newforma empowers AECO professionals to deliver projects faster, safer, and with greater confidence.

Jiminny stands out as a premier Conversation Intelligence platform that captures and evaluates vital market insights through video, voice, and email communication. Utilizing advanced AI technology, it streamlines data entry into CRM systems, thus freeing up valuable time for your team and enhancing overall productivity. This allows revenue teams to concentrate on smarter selling techniques, leading to accelerated growth and a higher number of closed deals. The platform features an intuitive design and provides actionable insights, enabling managers to successfully nurture their teams while allowing executives to make informed, data-backed decisions with confidence. Users experience tangible ROI within just six months, thanks to a smooth onboarding process and an easy-to-navigate interface. By harnessing Jiminny's capabilities, your business can turn conversation intelligence into a significant catalyst for revenue advancement and long-term success.

Guru is an innovative AI-driven search and knowledge platform that provides reliable information from your organization's various documents, applications, and communication tools right when you need it, all within the existing apps you use. With Guru, there's no need to search endlessly for information; its tailored AI assistant offers you verified and pertinent answers instantly. Moreover, Guru's AI can transform these responses into a comprehensive knowledge platform, effectively replacing outdated wikis and intranets. This platform seamlessly integrates with a wide array of tools including Slack, Google, Microsoft SharePoint, OneDrive, Teams, Salesforce, Zendesk, Atlassian Confluence, Atlassian Jira, Dropbox, Box, Google Drive, Asana, HubSpot, ClickUp, GitHub, GitLab, Intercom, ServiceNow, Linear, and Front, among others, making it a versatile solution for diverse workflows. By consolidating information across these platforms, Guru not only enhances productivity but also ensures that team members have immediate access to the knowledge they require to excel in their tasks.