Best AI Sales Tools for iPad - Page 2

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

Prompt & populate the fields that drive business initiatives. Give 100+ hours back to each rep to spend in client-facing meetings, calls, and activities. Allow admins & developers to focus on infrastructure, not temporary fixes to simplify the experience. Embed your best process into the hands of all your producers. Customer interactions are one of the most valuable assets for a business and need to be treated with utmost care. Rollio is SOC2 Type 2 compliant, built on Heroku (owned by Salesforce.com) and passed the Salesforce Security Review.

Capture rich contextual data from sales activities automatically, so your teams can focus on customer interactions. Learn from the best performers in your own organization and abstract best behaviors to coach the rest. Predict ‘next best actions’ in the moment so your sales people can get management support to close more deals. Vymo is a team of people who are passionate about transforming the global sales engagement landscape. What our founders set out to build in 2013, has grown into the fastest-growing sales engagement platform in the world! And our zeal has multiplied 200 times, because we’re now 400+ and growing. We’re a diverse mix; strategists, ideators, enablers, hustlers – and we’re here to win together. Vymo is a sales engagement platform for global enterprises. We help drive revenue outcomes for our customers by capturing rich contextual data and generating intelligent, actionable insights for salespersons to close more opportunities and managers.

Keep up with changes to your forecast, account engagement levels, and understand the overall health of your business. Predict and act on moments of opportunity across any channel for greater close rates and seamless customer experiences. Eliminate sales complexity with dynamic opportunity management and end-to-end automation. Eliminate blind spots across the sales journey while driving engagement. Pega’s opportunity insights, next best actions, guided selling, and real AI empower sellers to take action when it’s relevant.

Allego’s learning and enablement platform elevates performance for sales and other teams by combining learning, content, and collaboration into one app, designed for the flow of work. With Allego, teams onboard faster, confidently deliver the right messaging and collateral, rapidly adopt content and best practices, coach and practice more frequently, and collaborate more effectively with peers and the home office.

The next generation of CRM is human-friendly. Change sales behavior and improve effectiveness with simple nudges for your customer, reps and account teams that are powered by the only Edge AI platform designed to put sellers first. With generational leadership spanning three decades of CRM and enterprise software, a flexible engagement model and future proof technology, Tact.ai is the ideal partner for improving existing CRM today, while gaining control over your CRM footprint for a better tomorrow. Put sellers first with Tact Assistant. Deliver real-time tracking, easy data entry on the fly, actionable nudges and insights and productivity boosters in the only all-in-one user experience that makes reps more productive while also improving CRM adoption and governance.

Add participants ahead of time and prep key documents, brochures or relevant products. Make the most of any meeting with marketing and sales assets in one place ready for you to search, present and share with ease. Showcase your product knowledge through a dynamic catalog experience complete with descriptions, specifications, videos and links. Share and track an automated meeting summary with prospective clients seamlessly via a mobile-responsive website. Beehivr works to perfectly complement your current CRM solutions by storing meeting summaries, customer opt-in details, insights and feedback directly into your CRM on-the-go.

Certainly is a Conversational AI Platform made for ecommerce and customer service. Through our next-generation technology, companies are able to deliver exceptional experiences and scale their growth. Insights from conversations with visitors ensure fewer product returns, lower cart abandonment and higher customer lifetime value. Certainly is on a mission to help businesses build awesome user experiences by creating a digital twin of their best salesperson. The Certainly Conversational AI software connects seamlessly across the platforms you run your business on. From customer care, sales and marketing to community, HR and management, it’s your new conversational interface that turns any user interaction into a frictionless, convenient & relevant user experience. Wondering how automated chat can help your business? Get a demo Conversational AI chatbot tailored with your content and let one of our specialists walk you through it.

We are now in front of a big change in business software. More and more people are changing the way they interact with computers to the conversation. This is why we’ve decided to create an AI-powered assistant for sales teams.

Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring best results, deals at risk, and steps with the greatest impact. Guided selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. Our philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by having complete visibility into the pipeline, deals, and team activity, gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel and getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks. Know the status of every deal, what happened before and what’s going to happen next.

Neo is a digital assistant powered by AI, that automates your routine work: Preparing meetings, monitoring dashboards, aggregating data, and so much more. Conversational platform for virtual enterprise assistants. Our AI-assistant Neo supports employees and customers in their daily work and interaction with software. With our conversational platform, Neo can be customized to work with company-specific workflows and tools. Users can interact with Neo using voice and text. With Neo, you can request information from third-party systems and trigger actions – essentially, you're having a conversation with your B2B software systems. Our Neo Enterprise Assistant Platform allows for easy configuration and extension of Neo's functionalities and integrations, which enables customization of Neo to individual needs and requirements.

Meet Zia, the AI-powered assistant for your business. Whether you're collecting customer data, writing a document, or just looking for some sales numbers, Zia works hard to make your job easy. You can ask Zia to generate reports for you. If you wrote, "show me support tickets by channel this month," then Zia can generate a bar chart on the fly. Next time you're looking at a spreadsheet, ask Zia to generate a chart or a pivot table for you. She uses natural language processing to understand what you're looking for. Zia understands the sentiment and content of your support tickets. She tags each support ticket as it comes in so it gets to the right person. Zia notices trends, meaning she detects when something is wrong and can alert you as soon as it happens. Search for a customer and Zia shows you every email, support request, or deal with them and every chat, presentation, or document they're mentioned in. Reply to the messages or make an update from the search results.

Cien’s Deal intelligence works by analyzing every deal attribute and the skill and behavioral rank of the rep working on it. After comparing millions of deals including your company’s past win-rate performance, we surface a true AI win rate probability in real-time. Reliably managing dozens of spreadsheets is better left to an advanced AI. Influenced by expert sales and marketing executives. Designed and implemented by data scientists. Trust by Fortune 500 companies. Your rigorous and impossibly precise sales and marketing analysis is finally here. Cien’s AI-first platform uses sophisticated AI and ML to gain a holistic understanding of your sales and marketing processes within 72 hours of CRM access, even if your data is not perfect. We take care of all the hard calculations to free up your time for analysis and action.

Our Agentic AI Sales Operating System is purpose-built for enterprise consultative sales motion to streamline their sales processes and achieve better outcomes faster. With three powerful and seamlessly integrated modules, accountOS, knowledgeOS, and rfpOS, OrbitShift facilitates a full deal cycle. OrbitShift empowers sales/pre-sales teams to identify high-value accounts, get relevant account/people insights, generate highly contextual and personalized messages/emails, generate relevant content for conversations/presentations, and automate RFP/RFI responses. All in all, OrbitShift transforms how sales teams build pipelines, nurture leads/deals, and close deals. We deliver exceptional outcomes - 2-3X higher pipeline, 1.5-2X higher deal participation rate, 20-30% better win rates while generating unprecedented 60-70% efficiency benefits (e.g., account/people research effort, RFP response generation effort) through agentic workflow.

Maximize your reach with our scalable, multi-channel engagement platform driven by real data, customized strategy, and full automation.‍ Reaching the right people at the right time is the key to building a successful network. Our market-leading email sourcing and sequencing helps you directly reach the people that matter the most. Our proprietary lead generation technology means you attract intelligent, professional, and high-value prospects. Our tech is compatible with all your favorite sources. Data enrichment collects accurate contact information, meaning we verify every new prospect to ensure you do not miss any opportunities. Buzz generates reports on actionable improvements to help you drive continuous growth and maximize efficiency. Sequential cadences allow automated, perfectly timed follow-ups for your direct messages and most subtle touchpoints.