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Best Sales Platforms Software - Page 2

Stephanie Graham
SG
Researched and written by Stephanie Graham

Sales platforms consist of tools and integrations that help companies accelerate sales cycles and organize all sales activity in one place. These platforms offer a CRM, or customer relationship management, solution, as well as sales analytics capabilities to help sales reps and managers align on growth goals. CRM software unites all of a company's customer and prospect data in a single tool, bringing added visibility into customer interactions. A CRM is the center of any successful sales organization, the database in which all data, interactions and notes are stored. Sales analytics tools helps teams analyze their overall sales process and recognize better sales opportunities. Compiled datasets can be used to examine pipeline insights in an effort to understand where sales are being lost, which industries generate the most success, and which sales tactics are most effective. Some sales platforms may also include CPQ, quote-to-cash, help desk, and email tracking functionality.

A sales platform may be sold as a single compound product or a suite of products. Robust integrations are an essential component of these platforms, as they connect a company's CRM to other business processes, making the central sales platform more powerful. From productivity to marketing to collaboration, common software that sales platforms integrate with include internal communications software, outbound call tracking software, marketing automation software, email marketing software, customer success software, live chat software, proposal software, and forms and data collection tools, like survey software.

To qualify for the Sales Platforms category, a platform or product suite must offer the following core features:

Consolidate customer history and transactions into a single interface
Track prospects and contracts throughout the sales pipeline
Facilitate communication at all phases of the customer lifecycle
Automate and visualize sales pipeline with customizable stages, risk factors, and scoring methods
Report on the performance of salespeople, products, methods, and other available data
Forecast sales numbers based on pipeline factors
Integrate functions into a unifying database and platform

In some cases, a sales platform may contain features of a CPQ software, quote-to-cash software, help desk software, and/or email tracking software, including:

Features for the basic activities that are part of the configure, price, quote lifecycle: configuration logic for the offering, standard and custom pricing, and quote tracking
Ability to track pricing changes, such as discounts and promotions
Organizing external customer inquiries into tickets for support agents and aggregating inquiries from emails and a customer portal
Integrations with email platforms so that users can create, manage, send, schedule, and track inbound and outbound emails
Product Suite
This category contains both product suites and products. Product suites represent a grouping of multiple products from a single vendor, including aggregated scoring. These products are marked with this icon and will highlight the most-reviewed products within that product suite. To read more about G2’s platform definitions, view the Standard Definitions page.
The following products include these core categories: CRM, Sales Analytics

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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33 Listings in Sales Platforms Available
Product
By SAP
(863)4.1 out of 5
View top Consulting Services for SAP Sales Cloud

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, o

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Product
(518)4.4 out of 5
Optimized for quick response

Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, from pr

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Product
(488)4.2 out of 5

Hitting your revenue target while delivering a great customer experience is hard. Zendesk Sell makes it easy. Zendesk Sell is a modern sales CRM to help you accelerate revenue that’s quick to set up

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Entry Level Price:$19.00
Product
By Zoho
(486)4.6 out of 5

Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small busin

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Entry Level Price:Free
Product
(565)4.2 out of 5

Workbooks is the affordable CRM alternative to Salesforce and HubSpot. For sales teams aiming to better identify opportunities, increase deal closures, and boost revenue growth, Workbooks provides sa

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Entry Level Price:Free
Product
(464)4.6 out of 5
Optimized for quick response

Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption ra

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Entry Level Price:$65.00
Product
(287)4.8 out of 5

Salesflare is the intelligent CRM that small and medium-sized businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

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Entry Level Price:$29.00
Product
(270)4.7 out of 5
View top Consulting Services for Creatio

Creatio is a global vendor of a one unified platform designed to streamline industry workflows and CRM for large organizations. With no-code technology, processes can be customized and scaled effortl

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Product
(137)4.3 out of 5

sales-i is an award-winning data driven revenue optimisation platform designed for manufacturing, wholesaler, and distribution businesses who want to improve the performance of their sales function, b

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Product
(218)4.5 out of 5

Ontraport integrates your marketing, sales and support operations in one unified platform so you can scale, effortlessly. If you’re like most organizations, you have a collection of tech tools that

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Entry Level Price:Starting at $29.00
Product
(44)4.8 out of 5

Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service,

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Entry Level Price:$29.00
Product
By Prem
(29)4.9 out of 5

Zixflow redefines how we manage & engage contacts. It's agile, customizable, and AI-driven. A unified workspace to shape your CRM, automate workflows, and drive engagement through Email, SMS &

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Product Suite
(13)4.3 out of 5

Dynamics 365 Sales is centered on the customer relationship. It helps organizations understand customer needs, drives more relevant and authentic engagements, and improves selling efficiencies. Micros

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Product
(14)4.0 out of 5
View top Consulting Services for Pega Sales Automation

AI-powered Intelligent Sales Automation for today’s changing world

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Product
(12)4.2 out of 5

an advanced CRM that gives you a true role-based access with 6 plus addon features at a reasonable price to help your business scale from $2 to $100Million, that will be enthusiastically adopted by yo

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