Best AI Sales Assistant Software with Sales Forecasting Capabilities

Qualified is the Agentic Marketing platform for B2B companies around the world. Headquartered in San Francisco, Qualified is built to modernize and maximize inbound pipeline generation with Piper the AI SDR Agent. Piper autonomously engages website visitors, captures leads, and converts them into pipeline with zero human intervention. With Piper, Qualified is transforming pipeline generation as we know it today. Your website is the front door to your business and the pinnacle of pipeline generation, but what happens when interested buyers want to learn more? They submit a web form and move on. Those leads get added to a queue for an inbound Sales Development Rep (SDR) to follow up with and nurture to pipeline for your sales team. How long does it take for an inbound lead to hear back? It can take hours, if not days. In the world of sales and marketing, speed is crucial as 78% of buyers go with the vendor that responds to them first. The problem is it's impossible to respond quickly with the current process because it's painfully manual, time intensive, and it relies on limited human capacity. But it doesn’t have to be this way. In the age of AI, we can put pipeline generation on autopilot. Meet Piper the AI SDR Agent. She operates across your entire inbound motion and works tirelessly to convert qualified buyers into pipeline, 24x7. Piper knows everything about your buyers. She profiles every website visitor to understand whether they're qualified and where they are in the buying journey then works toward her conversion goals. Piper also turns every touchpoint on your website into an opportunity for conversion with live chat, meeting booking, and personalized marketing offers. What's more, Piper works the inbox to send fast, personalized follow up and nurture emails to each and every lead. Hundreds of the world’s leading brands—including Crunchbase, Demandbase, Greenhouse, Plaid, and Suse—have hired Piper the AI SDR Agent to grow their inbound pipeline and are seeing real tangible business results.

Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align buyers and sellers, spot risk and opportunity in the pipeline, increase forecast accuracy, and drive overall efficiency. Hundreds of thousands of revenue professionals at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra use Clari to make their revenue process more connected, efficient, and predictable. Visit us at clari.com and follow us @clari on LinkedIn.

Augment CXM is defining a new category of software - customer experience management - and powering it with a patented semantic neural network. This technology ensures that our clients deliver a fantastic customer experience every time. Our client base consists of some of the most well-known brands in the world and we’ve proven to generate a 30% gain in agent efficiency, a 44% increase sales conversion rates, and a 40% growth in customer satisfaction.

Introhive is a leading Relationship Intelligence platform that empowers firms to break down data silos and gain actionable insights from their relationships to fuel collaboration and growth. With Introhive’s Relationship Intelligence, firms can identify key relationships within the firm, measure the strength of client and prospect relationships, foster cross-firm collaboration, uncover risks or opportunities by understanding the health of relationships over time, and leverage these insights for business development and client retention efforts. Trusted by industry-leading brands, Introhive’s supports over 250,000 users in 90+ countries.

Conversica is building the world’s largest augmented workforce using Conversational AI. We make every connection personal. Conversica is the leading provider of Conversational AI helping companies attract, acquire and grow revenue across the customer lifecycle. Our omnichannel AI Assistants engage in human-like, two-way dialogue in real-time or on buyers’ time to boost productivity, increase performance, and ultimately drive revenue opportunities. With built-in best practices battle-tested over a decade of experience and 1 billion interactions, Conversica AI Assistants help Marketing, Sales, and Customer Success teams work smarter to meet customer expectations. Empower your revenue teams with true, sophisticated AI-powered by Natural Language Processing (NLP), deep learning capabilities, and business process automation. With 98% accuracy, our AI Assistants are more accurate than a human. Revenue leaders cannot afford to be satisfied with the status quo. AI Assistants make the impossible possible by touching every lead at scale, accelerating opportunities, and increasing team performance without increasing headcount. Reach the next level of growth by catering to customer expectations for prompt, persistent, and personalized communications at scale.

Verse.ai is a lead conversion platform that turns your new leads into sales-ready opportunities through immediate AI-Driven and Human-Powered conversations. Billions of dollars are spent on leads, but only 27% are actually responded to, Verse.ai has arisen as the defacto technology solution for every business's most pressing problem: lead response and follow-up. The likelihood of lead conversion increases by 21x due solely to the immediacy of Verse.io's multi-faceted lead response. By infusing innovative technology with industry expertise, Verse.ai has developed the perfect formula to reduce time spent sifting through subpar online leads, thereby empowering sales reps to maximize their focus on serious prospects and supercharge their conversion rates up to 300%. The platform is available on a subscription basis. The Verse.ai platform works with all lead types, sources, and CRMs, automatically funneling in leads as soon as they’re received. Unlike static lead engagement solutions, Verse.io uses a perfect blend of automation, human touch, and proven scripts to instantly contact every lead and to vet them thoroughly. Furthermore, Verse.io provides sales teams with full control of the lead engagement process: customized preferences, real-time conversation access, and the power to pass all engagement data back to your CRM. Once the lead is deemed qualified, they are passed back to the sales rep. This handoff is accomplished either through live transfer, or an appointment that is booked directly on a sales rep's calendar. Verse.io acts as an extension of your team - both in spirit and in name. As a result, a seamless experience is created for the company and the potential client.

Drift is a human-centric, AI-powered buyer engagement platform. A platform that automatically listens, understands and learns from buyers to provide individualized and human experiences at every touchpoint of the buying journey. A platform that not only helps businesses translate conversational data and buyer behavior into deeper customer relationships, more pipeline and revenue, but a platform that completely modernizes the B2B website experience. Drift was built to transform the B2B buying process, and we continue to innovate as that process changes. Our goal is for your teams to not burn hours moving between disparate systems in order to deliver the best possible customer experience, but to spend more time doing what they do best — building pipeline, closing deals and strengthening customer relationships.

People.ai is the AI data platform that gives revenue teams the answers they need to win. Since 2016, People.ai has been transforming how go-to-market teams drive revenue by automatically capturing every sales activity—emails, meetings, and messages—and connecting them to the right customer profiles. This gives CROs immediate, accurate answers about what's really happening across their business, so they can take decisive action with confidence. With People.ai, teams can: - Get clear answers about deal health and forecast accuracy without chasing reps or reports - Understand coverage, engagement, and effort across accounts and opportunities in real-time - Identify the next best action to advance deals and protect revenue - Lead with confidence backed by answers grounded in actual business activity, not guesswork Companies like OpenAI, ClickUp, Notion, Databricks, Iron Mountain, Palo Alto Networks, Mitel, CyberArk, and Dataiku rely on People.ai to power trillions of dollars in pipeline and revenue. People.ai has been awarded 70 patents with 50+ under review. We've received industry recognition including Gartner's Market Guide for Revenue Intelligence Platforms, Forrester's Revenue Operations and Intelligence Wave (named a Strong Performer and the only enterprise-grade data management platform), Inc. 5000 fastest-growing companies, Y Combinator Top Companies List, and Forbes AI 50.

The conversational AI sales assistant. Zia analyzes the data each rep enters and the tasks they complete every day to predict the outcome of sales activities. Zia also offers solutions to complete these activities smarter and faster. Ask Zia for any information from your CRM database by calling or chatting with her. Stay on top of every activity with your new sales assistant.

Revolutionize your sales strategy with AI-powered sales enablement software. CoPilot AI is a cutting-edge platform that transforms the way you and your team prospect, engage and convert customers. CoPilot AI supports marketing and sales teams by: • Identifying and prioritizing high-intent prospects that align with your business goals • Generating purposeful messages that engage prospects and guide them toward conversion • Delivering personalized insights that help you tailor your communication style to deliver the right message in the right way CoPilot AI is designed to refine your sales strategy, elevate your conversion rates, and act as an intelligent ally to close more deals.

Xactly Forecasting is designed to remove data silos, easily surface pipeline details and trends, and provide an objective lens into any type of sales forecast via AI. GTM, finance, and revenue operations leaders need a unified approach to sales forecasts that are supported by data — both past and present — and are flexible to meet any potential changes to their GTM processes. Here are ways Xactly Forecasting helps organizations unlock revenue potential: - Formalize forecasting processes to hit your number - Increase accuracy with multi-level, AI-augmented forecasts - Improve pipeline inspection with dynamic health and confidence scoring - Forecast commissions alongside pipeline movement To learn more and request a demo, visit https://xact.ly/ugS21

Featured in the Wall Street Journal, Inc., TIME, ABC, Forbes and PC Mag. Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t. It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, social, and messages. We’ll even grab email signatures so your contacts are always up-to-date. It's all organized for you - by contact, company, and meeting - without any busy work. With everything in one place, Cloze can put advanced data science to work for you. Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship. Cloze organizes by companies too - without any setup. See your complete interaction history with any company, automatically in one place: contacts, email, meetings, phone calls, notes, documents and social media too. There’s no data entry - Cloze is the automatic way to remember everyone.