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What is Saleswise?

Saleswise simplifies the process of consolidating your team’s communications, meetings, documents, and CRM updates directly into your inbox, making it easy to interpret information and take swift action. In the complex realm of B2B sales, there are numerous touchpoints throughout the organization, but these valuable interactions often go undocumented and get lost in disparate inboxes and calendars. By bringing together these many-to-many relationships, SalesWise provides a holistic 360-degree perspective of customer interactions, which enhances collaboration among various teams. The platform integrates seamlessly with Salesforce and a variety of email systems, ensuring smooth transitions for managing customer relationships. Regardless of any shifts in your team or client roster, all critical data remains easily accessible to those who need it the most. By supplying vital relationship data across the enterprise, SalesWise enables teams to maintain their efficiency and focus on achieving objectives. It eliminates the chaos of email CCs, forwards, and unwieldy internal updates regarding deal progress, all while aligning the organization without imposing extra per-seat fees. Ultimately, this groundbreaking solution revolutionizes how teams engage and handle their sales processes, fostering an environment ripe for enhanced productivity and success. With SalesWise, your sales team can navigate their tasks with clarity and purpose, ensuring that every interaction is meaningful and impactful.

What is MoData?

MoData serves as an automated business intelligence platform tailored for rapidly expanding companies aiming for growth. It offers a user-friendly visualization and delivers comprehensive insights into the sales team's historical performance, current status, future outlook, and potential opportunities. This enables quick access to essential information, empowering you to make informed and timely decisions. Considered the premier BI solution for small and medium-sized businesses, MoData is conveniently available as a ready-to-use package. Additionally, its seamless integration enhances efficiency and reduces setup time for users.

Media

Media

Integrations Supported

Salesforce
Constant Contact
Eloqua
Facebook
Gainsight
Gmail
Google Analytics
HubSpot CRM
HubSpot Customer Platform
LinkedIn
Mailchimp
Marketo
Microsoft 365
Outreach
Pipedrive
SAP SuccessFactors
Yesware

Integrations Supported

Salesforce
Constant Contact
Eloqua
Facebook
Gainsight
Gmail
Google Analytics
HubSpot CRM
HubSpot Customer Platform
LinkedIn
Mailchimp
Marketo
Microsoft 365
Outreach
Pipedrive
SAP SuccessFactors
Yesware

API Availability

Has API

API Availability

Has API

Pricing Information

$500 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Saleswise

Date Founded

2014

Company Location

United States

Company Website

www.saleswise.com/the-platform/

Company Facts

Organization Name

MoData

Date Founded

2015

Company Location

United States

Company Website

www.mo-data.com

Categories and Features

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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