DemandFarm
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.
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Pipeliner CRM
Pipeliner has transformed the landscape of CRM with its distinct visual interface, a no-code workflow automation engine, real-time dynamic insights, and comprehensive reporting features.
No other CRM platform provides sales professionals and managers with such a multitude of options for visualizing and interpreting sales data, along with intelligent insights generated by the system itself.
The robust automation capabilities of Pipeliner, coupled with its seamless integration with various other systems such as email, ERP, and marketing platforms, significantly reduce the burden of routine manual tasks that often accompany traditional systems used by sales teams.
What sets Pipeliner CRM apart from conventional CRM solutions is its unique approach, leading to high adoption rates, a low Total Cost of Ownership, and a swift Return on Investment.
Users find the system intuitive and straightforward, requiring minimal training and causing little disruption to business operations during implementation.
This combination of features not only enhances productivity but also fosters a more efficient sales process, ultimately benefiting the entire organization.
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Clari Copilot
Clari Copilot, formerly known as Wingman, revolutionizes the way revenue teams operate by equipping them to excel in every crucial revenue scenario.
This advanced conversation intelligence platform provides both representatives and managers with the essential tools to engage in fierce competition and identify potential revenue gaps, ultimately allowing them to secure deals more swiftly.
When combined with Clari, Clari Copilot offers a comprehensive solution for revenue management, consolidating all functionality on one unified platform.
It seamlessly integrates conversation data right where the sales team is actively engaged—within Clari itself.
Prominent sales teams, including those from Chargebee, Oktopost, and Properly Homes, rely on Clari Copilot to effectively oversee and enhance their revenue strategies.
With its user-friendly interface and powerful analytics, Clari Copilot empowers teams to make data-driven decisions that foster growth and increase profitability.
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DocSales
With ZERO CLICKS, you can effortlessly generate proposals, quotes, and contracts by simply dragging the opportunity card from your CRM into Sales Documents—it's that simple! This functionality is compatible with well-known CRMs such as Close.com, Hubspot, and Pipedrive.
DocSales enhances your document management by allowing you to: (1) Use Google Docs as a customizable template editor for complete personalization; (2) Automatically generate a new document using the Google Docs template alongside the CRM opportunity; (3) Secure the document and send it to your client for electronic signature through either DocSales eSign or Docusign; (4) Monitor when the document has been opened by the recipient; (5) Easily move the opportunity card to a different column or phase, or mark it as won; (6) Seamlessly connect with billing systems or payment processors to streamline your workflow.
This comprehensive approach simplifies the entire sales process, making it more efficient and user-friendly.
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