Best Sales Force Automation Companies in Minnesota, United States

Provider of customer engagement platforms for financial institutions. This platform unifies data, marketing, sales, and compliance solutions to support the entire customer journey. It offers tools to improve lead generation, conversion, onboarding, cross-selling, and retention. The platform helps financial institutions create personalized customer experiences and increase loyalty. Services include onboarding, professional services, and expert content partnerships. The technology integrates with other leading providers.

ClickSWITCH is an account switching solution for financial institutions. Enables the users to do a bank account transfer or account switch through any financial institution. ClickSWITCH switches account holders recurring payments, direct deposits and electronic payments from their old accounts to new or existing accounts.

Funding rounds

• Sep 2020Series B$2M
• May 2019Series B$13M
• Aug 2018Series A$3.5M

Founders & team

Cale JohnstonFounder & CEO

Investors

USAA, Point72 Ventures, Commerce Ventures, NM Capital

Tech stack

AzureBootstrapCloudflareCloudflare Bot ManagementCore-JsGoogle Analytics

Cloud based software for multi channel personalization and user retention. It offers an abandoned cart based retargeting solution for e commerce businesses. It automatically detects customers which have abandoned their shopping carts and send automated targeted emails with offers and coupons for completing the purchase. It also offers multi channel product personalization solutions, customer engagement solutions, and more. It provides an e commerce CRM. It can be integrated with online platforms like Magento, Shopify, WooCommerce, and more.

AI based platform offering call analytics tool. It automatically delivers call details, suggested follow-ups, and notes within a very short time period. A user just needs to call through the platform to get call notes and insights. It can directly deliver notes to enterprise tools like Salesforce, Office, 365, Slack, etc, and can be integrated with conference call tools such as UberConference, GoToMeeting, Zoom, etc.

Funding rounds

• May 2017Seed$2.1M

Founders & team

Mitch CoopetCEO

Investors

Drive Capital, Hyde Park Venture Partners, Dundee Venture Capital, Lakewest Venture Partners

Sales performance management and configure, price, quote solutions, now part of SAP. The company delivers flexible and scalable sales performance management solutions. It increases alignment between sales priorities and business strategy with connected data and insights. The company helps design, model, and optimize highly flexible and complex incentive plans, gaining real-time insights, and motivating sales teams for enhanced performance and business growth. It optimizes agent performance and elevates agent experiences with comprehensive agent management tools, including onboarding, compliance, book of business, incentive management, and analytics. The company provides a unified view of compensation with a total compensation management approach. It offers connected sales performance management, AI optimization, flexible quota calculation options, and convenient access to incentive-related information on mobile devices. The company supports customer-centric sales engagements with a degree view of every customer and interaction, streamlining and automating critical selling processes, and empowering sellers with intelligent recommendations.

Funding rounds

• Jul 2005Series A$1.5M

Founders & team

Craig NelsonCEO & Founder

Investors

Prairiegold Venture Partners, Black River

TracFax is a cloud-based collaboration tool for managing property information. The platform enables users to track and organize property information including projects, tasks, inspections, maintenance, and more. Features include portfolio management, property inspection, geotagged photos, insurance certificates, document management, work order management, integrated bidding & messaging system, and more. Its mobile app is available for Android devices.

Visual CPQ software provider empowering manufacturers with configuration, pricing, and quoting solutions. They offer a suite of visual product configurators, including 2D, 3D, VR, and AR options, designed to streamline the sales process. Their software delivers automation tools to enhance accuracy and efficiency in sales quoting, ordering, and configuration. They provide cloud-based solutions to simplify complex configurations, speed quoting time, and ensure accurate pricing and orders. The company's offerings include configure price quote (CPQ), visual product configurator, and sales quoting software with virtual reality experiences. They cater to global high-tech manufacturers, offering solutions for product lifecycle management (PLM), computer-aided design (CAD), and product catalog management. They aim to empower users to visually and interactively build, quote, and order products, driving engagement, inspiring self-expression, strengthening brand loyalty, and boosting sales.

Storyworks1 is the digital content delivery platform that connects sales with the marketing content on the field. The Storyworks1 platform syncs and updates digital sales content in real-time, allowing your sales team to view, present and shareit, while providing insights to manager about the marketing content and its use on the field. Also integrates with Salesforce, Netsuite, Dropbox, Oracle, Blackboard and more.

Funding rounds

• May 2009Seed$170K
• May 2009Conventional Debt$170K

Founders & team

Jeff L FritzCEO

Investors

Traction Capital

Customer relationship management platform for banks. It offers a platform that enables financial institutions to manage and build communities by providing financial content, events, and more. It also offers relationship management solutions.

Funding rounds

• Apr 2024Seed—

Founders & team

Mark PortzCo-Founder & Chief Marketing OfficerPaul AblackCo-Founder

Investors

Dort Federal Credit Union

Mobile sales enablement and lead capture solutions for sales and marketing teams. Products include 'AppDataroom' which includes presentation tools, dashboard tools, analytics tools, agenda management, follow-up management, and mobile content management systems; and 'Modus Engagement', a mobile-first sales enablement and lead capture solution which allows users to organize, store, share, present, and track content. Reps can also capture leads using various tools such as card scanners and update the database in real-time. Reps can also send follow-ups to leads and track engagements. Meditech and DSI are notable clients.

Funding rounds

• Aug 2016Series A—

Founders & team

Orrin BrobergCEO & President

Investors

Sopris Capital, Mt Daly Capital Partners, Baleon Capital, Bilgola Capital

Sales productivity solutions provider

Founders & team

Meetul Shahex-CEO

Investors

500 Global

Tech stack

CloudflareModernizrCdnjsGoogle Font ApiNetlifyHsts

Provider of software solutions for home-based and long-term care organizations. The software supports various care settings, including home health, hospice, and skilled nursing facilities. It offers functionalities such as data analytics, regulatory compliance, and revenue cycle management. The platform also provides tools for customer relationship management and financial operations management.