Account Manager is an easy-to-use SaaS solution delivering the critical insights that you need. It helps you identify the accounts that fall within your underwriting guidelines and ensure your carrier’s long-term profitability. Transforming data into contextualized insights, Account Manager allows users to make data-driven risk selection and pricing decisions.
Sage Intacct is the industry-leading financial accounting software system with a broad set of functionalities for small to mid-sized businesses across a number of different verticals.
Marketing automation software to help you attract the right audience, convert more visitors into
customers, and run complete inbound marketing campaigns at scale — all on one powerful,
easy-to-use CRM platform.
GTM Workspace is a unified sales execution platform that brings together CRM data, ZoomInfo intelligence, engagement history, and buying signals in one consolidated view - so account executives and account managers can manage their entire book of business, prioritize pipeline, and act on the best opportunities without ever switching tools.
GTM Studio is ZoomInfo's AI-powered go-to-market canvas that unifies signals, systems, and teams in one intelligent workspace - enabling RevOps and marketing teams to launch proven plays, enrich data automatically, and activate sellers fast, with no engineering support and no ticket queues.
Reachdesk automates personalized direct mail and e-gifting. We help B2B sales and marketing professionals to break through the digital noise by creating moments that matter for prospects, customers and employees alike.
Unlock and scale the highest performing channel to increase reply rates, build pipeline, accelerate deals and drive loyalty - fully integrated and measurable.
Sendoso helps companies engage, acquire, and retain customers by integrating digital and physical sending strategies into mission-critical revenue programs.
The biggest and fastest growing companies in the world rely on Demandbase to drive their ABM and ABX strategies and to maximize their go-to-market performance. With the Demandbase ABX Cloud, fueled by our Account Intelligence, you have one platform to connect your 1st and 3rd party data for one view of the account, making it easy for revenue teams to stay coordinated across the entire buying journey, from prospect to customer.
Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.
6sense is an ABM/ABX platform that helps B2B organizations achieve predictable revenue growth by putting the power of AI, big data, and machine learning behind every member of the revenue team, helping them know everything they need to know so they can do anything needed to compete and win more often.
NetSuite is a cloud ERP solution, providing a suite of applications, from accounting and financial planning, to warehouse management, ecommerce, inventory management and beyond.
SherWare Oil & Gas Accounting Software full-featured accounting system allows you to handle all your oil and gas revenue distribution and joint interest billing on its books.
monday CRM is a dedicated sales platform that enables business owners, sales teams, and RevOps to manage the entire sales cycle from pre- to post-sales — managing all customer data in one centralized place. Capture leads, manage contact communication, automate manual processes, and track every deal status so that no opportunity slips through the cracks. Then, analyze sales processes using real-time data in customizable dashboards. Once a deal is won, all post-sales activities can be managed directly from monday sales CRM. This connects all company stakeholders, like finance, legal, and account managers to all relevant information, to ensure smooth billing, contracting, onboarding, and more. Find these key CRM features available on monday sales CRM: - Mass emails & HTML editor - Shared email inboxes - AI email generator - Funnel chart - Leaderboard - Mobile CRM experience - Deal stages monday sales CRM integrates with most sales apps and tools to ensure work is done as efficiently as possible.
ON24 is a leading sales and marketing platform for digital engagement, with a portfolio of webinar, virtual event and content experiences that drive engagement, generate first-party data, and deliver revenue growth.
BQE CORE is an intelligent time tracking, project management, billing and accounting solution designed to help you increase performance through efficiency, streamlined processes and integration.