ZELIQ vs. Salesforce Sales Engagement

AI Sales Representative - Your Future Sales Agent May Not Be Human at All Transform your engaged website visitors into sales-ready leads without dedicating even a single working hour. Using our cutting-edge WebID + Person identification technology, we target the most engaged visitors on your site, focusing on those who can provide the greatest value to your sales initiatives. - Comprehensive Prospect Information: We collect 40 essential data points for each prospect, including their first name, last name, email address, and more. - Engaged Yet Unidentified: These prospects are actively researching online but haven't yet interacted with your sales team. - Key Position in the Sales Funnel: These visitors are well into your sales funnel, spending significant time on your crucial 'buying pages' while remaining anonymous, making them prime candidates for conversion into appointments. - AI-Powered Engagement: Our AI Sales Rep adeptly identifies and engages these visitors, encouraging them to show interest in your offerings. This entire process is automated, allowing your sales team to focus solely on the leads that are most likely to convert—your accessible opportunities. By harnessing AI, you can seamlessly convert your website visitors into leads that are ready for meetings, all while enhancing efficiency in your sales process.

D&B Hoovers helps sales, marketing, and revenue teams find better opportunities, engage buyers more effectively, and accelerate revenue growth. By combining trusted company and contact intelligence with buyer intent data, website engagement insights, business triggers, and AI-powered recommendations, D&B Hoovers helps organizations focus on the opportunities that matter most.   Teams use D&B Hoovers to discover new prospects, identify decision-makers, prioritize target accounts, and create more meaningful customer conversations. The platform provides a complete view of companies and buying signals, helping users understand who to engage, when to engage, and why an opportunity deserves attention.   Backed by the Dun & Bradstreet Data Cloud, D&B Hoovers delivers trusted business intelligence across millions of companies and contacts worldwide. Users can leverage advanced prospecting tools, account insights, market intelligence, and real-time business events to support more informed sales and marketing strategies.   By reducing manual research, improving account prioritization, and helping organizations act on buying signals faster, D&B Hoovers enables teams to increase productivity, improve pipeline quality, and drive more predictable revenue outcomes.

Bigly Sales is a managed AI voice agent platform for revenue teams that need high-volume calling without hiring and supervising more agents. AI agents place outbound calls, answer inbound calls, qualify leads, book meetings and warm-transfer ready buyers to a live agent, and the results sync to your CRM. What makes it different is how much is done for you. Bigly writes call scripts with Claude, ChatGPT and other leading LLMs, A/B tests versions on live calls, and keeps the version that books the most. It provisions and registers numbers, runs more than 200 whitelisted local-presence lines, monitors spam labels, and screens every call against consent records, DNC and suppression lists, known TCPA litigants, and state and federal calling rules before dialing. Managers get a dashboard built around business outcomes: success rate per lead, cost per transfer, cost per human contact, a stage-by-stage funnel from dial to completed transfer, transfer-failure reasons, lead-source rankings by success rate and cost, and hour-by-hour performance. The Bigly Sales MCP server connects the account to Claude and ChatGPT, so a manager can add leads to a running campaign, check minutes, read call summaries or ask who wants a demo in plain language. Customers use Bigly Sales to reactivate aged lead files, follow up on new leads in seconds, set appointments and handle inbound overflow across insurance, lending, home services, legal, automotive and fundraising. It connects to HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Close, Follow Up Boss and Keap, and larger plans add a dedicated account manager who tunes each campaign. Plans start at $99 a month, and every customer begins with a free 30-minute AI calling setup ($3,000 value) built live with the Bigly team.

Transform your business by employing a 24/7 AI Sales Development Representative, enabling you to access your total addressable market more quickly while effortlessly scaling your team without the usual hiring hurdles. Accelerate your growth by automatically generating a consistent stream of high-quality leads every day. Reach out to a wider array of potential customers with customized messaging that resonates. Optimize every facet of your outreach process, from identifying and researching leads to crafting personalized communications and scheduling meetings. With real-time access to potential buyers across the globe, Alice ensures that you focus on prospects who are most likely to benefit from your solutions right away. Furthermore, she provides insights tailored to your business needs, enhancing your outreach with AI-driven, research-backed information. Alice's ability to uniquely personalize communications outshines that of human representatives, significantly improving conversion rates through a more engaged approach. Additionally, she automates follow-up messages, guaranteeing continuous interaction with prospects and enhancing the overall effectiveness of your outreach strategy. By integrating Alice into your business approach, you not only boost operational efficiency but also forge stronger connections with your target audience, ultimately leading to sustained growth and success. This innovative use of AI technology positions your business at the forefront of customer engagement.

Fathom is an AI notetaking and meeting intelligence platform designed to help individuals and teams capture conversations, summarize key points, and move work forward faster. The platform records meetings, generates accurate transcripts, creates instant summaries, identifies action items, and sends updates so users can stay present during calls. Fathom supports both bot-based meeting capture and bot-free capture through its desktop app, giving users more flexibility in how they record meetings. Its AI summaries are available immediately after calls and can be tailored to team workflows and priorities. Ask Fathom lets users search across meeting history and ask questions about decisions, commitments, customer signals, risks, opportunities, and next steps. The platform also helps teams monitor key topics so important moments are easier to identify across conversations. Fathom is useful for customer calls, sales meetings, marketing discussions, customer success reviews, strategy sessions, internal syncs, and team workflows. Its integrations connect meeting notes and insights with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, public APIs, and MCP workflows. Teams can use Fathom to create shared visibility across meetings so decisions and follow-through are not lost between calls. The platform supports enterprise requirements with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI meeting notes, bot-free capture, transcripts, summaries, action items, topic monitoring, search, integrations, and compliance, Fathom helps teams reduce admin work and turn conversations into measurable progress.

Most marketing platforms show you what already happened. Active Intelligence shows you what to do next. While competitors bury you in dashboards reporting yesterday's failures, Active Intelligence flags issues before they damage campaigns and surfaces opportunities you didn't know existed. AI agents analyze billions of data points to recommend which campaigns to run, which segments to target, and which automations to build—without prompting. You set goals. Active Intelligence handles execution. Three capabilities. One platform. Real-time intelligence that adapts to customer behavior as it happens. Market-leading deliverability that puts 30% more emails in the inbox than competitors. Proactive recommendations that eliminate guesswork. The result? Act faster, automate smarter, scale without adding headcount. Why businesses choose ActiveCampaign: Traditional platforms demand weeks of training and complex setup. ActiveCampaign delivers measurable results in days. Teams see engagement lifts and conversion improvements within 30 days, not quarters. Enterprise-grade capabilities with an intuitive interface that requires zero technical expertise. Whether you're a solo marketer or growing team, ActiveCampaign scales without the enterprise price tag or complexity. 89% of customers say ActiveCampaign meets their needs better than alternatives. 88% report faster time-to-value than previous platforms. These aren't aspirational—they're standard outcomes for teams who stop managing campaigns manually and start orchestrating growth autonomously.

ShareCRM is an all-in-one, AI-powered enterprise CRM platform designed to drive growth through connected data and intelligent automation. It brings marketing, sales, and service functions together to manage the entire customer journey from first contact to long-term retention. The platform supports omnichannel marketing automation, allowing businesses to coordinate campaigns across digital and offline channels. Sales teams benefit from centralized lead management, configurable pipelines, CPQ capabilities, and integrated payment and ERP workflows. ShareCRM also delivers robust service automation, enabling efficient handling of customer inquiries, service orders, vendor coordination, and expense settlement. Built-in collaboration tools improve communication through chats, calendars, tasks, and approval workflows. AI capabilities generate insights, predictions, and personalized content to improve conversions and service quality. Advanced business intelligence dashboards provide deep visibility into marketing, sales, service, and partner performance. The low-code PaaS architecture allows organizations to customize data models, processes, and interfaces with minimal technical effort. ShareCRM supports deployment across multiple industries and niche segments, offering proven scalability and flexibility. With a global presence and thousands of enterprise customers, the platform is designed for complex, growing organizations. Overall, ShareCRM helps businesses streamline operations, improve collaboration, and achieve predictable revenue growth.

Maximizing the value of your first-party data is essential for success. D&B Connect offers a customizable master data management solution that is self-service and capable of scaling to meet your needs. With D&B Connect's suite of products, you can break down data silos and unify your information into one cohesive platform. Our extensive database, featuring hundreds of millions of records, allows for the enhancement, cleansing, and benchmarking of your data assets. This results in a unified source of truth that enables teams to make informed business decisions with confidence. When you utilize reliable data, you pave the way for growth while minimizing risks. A robust data foundation empowers your sales and marketing teams to effectively align territories by providing a comprehensive overview of account relationships. This not only reduces internal conflicts and misunderstandings stemming from inadequate or flawed data but also enhances segmentation and targeting efforts. Furthermore, it leads to improved personalization and the quality of leads generated from marketing efforts, ultimately boosting the accuracy of reporting and return on investment analysis as well. By integrating trusted data, your organization can position itself for sustainable success and strategic growth.

Stop letting RFPs, audits, and compliance questionnaires become a costly administrative burden that ties up your best experts. Optivalue.ai is designed to turn this process from a chore into a competitive advantage. Our intelligent platform automates information discovery and response drafting, slashing response times by up to 90%. This frees your most qualified team members to focus on the high-impact personalization that wins bids and ensures compliance. Optivalue.ai acts as an expert librarian for your entire knowledge base. It securely connects to your systems, reading and understanding every document to know precisely where the best information is. Submit any questionnaire and receive a complete, source-verified draft in minutes. But we go beyond simple automation to deliver proven answers. For perfect traceability and absolute confidence, every statement is backed by a precise citation—source document, page, and date. You don’t just answer correctly; you prove it. Furthermore, Optivalue.ai is your engine for organizational progress. It performs a proactive gap analysis—a true "pre-flight check" on your documentation—to identify weaknesses and inconsistencies before your clients or auditors do. The platform provides actionable recommendations that continuously build your team's expertise. By following these suggestions to update your internal documents, you drive lasting, measurable progress across your entire organization. Manage your data with total peace of mind. Optivalue.ai is built with enterprise-grade security, fully compliant with strict standards like GDPR, HIPAA, ISO, and FedRAMP. To simplify your decision and make your costs predictable, we’ve included a key advantage in all our plans: unlimited users and projects. Scale your operations without worrying about complex tiers or surprise fees. Start your 14-day free trial today. No credit card required. No commitment.

CrankWheel offers the ability to share your screen during a call, making it simple to create captivating presentations. By sending a link through email or SMS, viewers can access the presentation in any browser on any device. Designed with user-friendliness in mind, CrankWheel is an excellent tool for connecting with customers and facilitating business transactions. The platform is particularly beneficial for professionals such as insurance agents, mortgage advisors, solar consultants, educators, and customer support representatives. Moreover, integration with websites is straightforward, enabling users to implement a Demo button for instant notifications about viewer engagement. You can even track whether your audience is focused on your content. Our Chrome Extension has empowered more than 50,000 users to effortlessly share their screens with potential clients, regardless of their technical knowledge or the devices they are using. Notably, CrankWheel is compatible with older browsers and less common devices, functioning well even in conditions of poor network connectivity. It seamlessly operates on various platforms, including Mac, Android, iOS, Blackberries, Internet Explorer, and more, ensuring widespread accessibility for users everywhere.