Best Sales Force Automation Companies in Pennsylvania, United States
The 78 best Sales Force Automation companies in Pennsylvania, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Crossbeam.
Ranked: Best Sales Force Automation companies in Pennsylvania
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Crossbeam Solutions for data security and privacy | $117M | 55 mo ago | Series C | Simon Bouchez Co-Founder & COO | 2018 | WebflowSentryApple iCloud Mail+33 | 6 patents Analyzing partner influence and contextual record reporting for business network platforms. | 1 job opening |
| 2 | QuotaPath SaaS-based performance management system for sales professionals | $67M | 49 mo ago | Series B | Eric Heydenberk Co-Founder & CTO | 2018 | WordPressMySQLPHP+39 | — | 1 launch |
| 3 | Voci Technologies Hardware accelerated speech recognition technology | $18M | 93 mo ago | Acquired | — | 2006 | — | — | — |
| 4 | Lathian Systems Multichannel marketing specialists connecting healthcare providers with life science companies | $14M | 303 mo ago | Acqui-Hired | Quang Pham Founder | 2000 | — | — | — |
| 5 | O4S Cloud based rebate automation and loyalty management platform | $11M | 29 mo ago | Series A | Shreyans Sipani Co-Founder & CTO | 2017 | WordPressMySQLPHP+28 | — | — |
| 6 | Journey Systems Platform offering sales enablement solutions | $5M | 98 mo ago | Series A | Bill Butler CEO of JourneyDXP | 2014 | — | — | — |
| 7 | Matrix Solutions CRM, sales intelligence, and analytics platform for the media industry | $4M | 51 mo ago | Early Stage | Mark Gorman CEO | 1992 | RubyRuby on RailsEnvoy+15 | 267 patents Patents concentrated in health & consumer products | — |
| 8 | Stimulus AI-powered relationship intelligence platform designed fo sourcing and procurement processes | $3M | 47 mo ago | Seed | Tiffanie Stanard Founder & CEO | 2018 | TurbopackSentryNode.js+19 | — | — |
| 9 | MeetRecord Cloud based platform offering sales conversation intelligence software | $3M | 24 mo ago | Seed | Sachin Sinha Co-Founder | 2021 | Webflow EcommerceWebflowSentry+26 | — | 1 award |
| 10 | GoMoto Smart self-service kiosks for auto retailers | $3M | 88 mo ago | Acquired | Benjamin Catanese Co-Founder | 2013 | VimeoBootstrapAmazon Web Services+17 | — | — |
| 11 | Sedona CRM solutions for small to midsize financial institutions | $1M | 251 mo ago | Late Stage | — | 1999 | — | 5 patents Low-leakage transformer designs and power‑converter stabilization technologies | — |
| 12 | Setvi AI powered product, sales, and revenue enablement platform for manufacturing and distribution industries | $825K | 102 mo ago | Seed | Joshua David Co-Founder & CTO | 2013 | WebflowAtlassian StatuspageHubSpot+16 | — | — |
| 13 | Grassroots Unwired Digital advocacy and engagement solutions for political, nonprofit, and labor organizations | $600K | 142 mo ago | Seed | — | 2009 | WordPressMySQLPHP+13 | — | — |
| 14 | Visibiz Contact management solution for sales personnel | $500K | 194 mo ago | Deadpooled | Ami Assayag Founder | 2010 | — | — | — |
| 15 | Resque Digital marketing platform for real estate agents | $100K | 113 mo ago | Deadpooled | Jeffrey Gotcher Co-Founder & COO | 2015 | — | — | — |
| 16 | Nolinio Mobile Sales Enablement platform | $100K | 118 mo ago | Funding Raised | Dave Weaver Co-Founder | 2014 | — | — | — |
Top 12 Sales Force Automation companies in Pennsylvania
#1
Series A · East Norriton, Pennsylvania · founded 2017 · 69 employees$11Mraised▾
Cloud based rebate automation and loyalty management platform. The platform generates real-time updates on loyalty scheme performance via SMS, email and app. It optimizes the channel loyalty with direct-to-retailer incentive program. Features include product serialization, partner portals for financial collaboration, partner learning and development, ordering and demand generation, and channel partner rewards. It caters its solution to industries such as agriculture, packaged building materials, high-volume consumer goods, and lifestyle products.
- Dec 2023Series A$972.6K
- Mar 2022Series A$628.3K
- Jul 2021Series A$6.2M
- Jun 2019Seed$2.8M
#2
Seed · California, Pennsylvania · founded 2021 · 4 employees$2.8Mraised▾
Cloud based platform offering sales conversation intelligence software. The platform helps customer focused teams to capture intelligence from video calls, implement real world coaching, and close deals. It enables users to store, transcribe, and search across their video call. It enables integrations with Hubspot, Salesforce, Pipedrive, Microsoft Dynamics 365, etc.
- Jun 2024Seed$2.7M
- Jun 2022Seed$100K
#3
Series B · Philadelphia, Pennsylvania · founded 2018 · 84 employees$67.3Mraised▾
SaaS-based performance management system for sales professionals. It offers features solutions for sales compensation, commission tracking, forecasting of earnings, performance and goals tracking, KPIs and dashboards etc. It is available for multiple subscription plans depending on the size of the business.
- Apr 2022Series B$41M
- Jul 2021Series A$21.3M
- Apr 2021Seed—
- Mar 2019Seed$3.5M
#4
Series C · Philadelphia, Pennsylvania · founded 2018 · 101 employees$116.8Mraised▾
Solutions for data security and privacy. The product offers a collaborative data platform for the security of data. It automatically syncs data from the most common systems of record about customers and sales prospects. It also provides integration over stripe, salesforce, My SQL, HubSpot, Pipedrive, and more.
- Oct 2021Series C$76M
- Aug 2020Series B$25M
- Aug 2019Series A$12.5M
- 2018Seed$3.4M
#5
Seed · Philadelphia, Pennsylvania · founded 2018$3Mraised▾
AI-powered relationship intelligence platform designed fo sourcing and procurement processes. It offers a solution that integrates data insights, relationship-building tools, and a proprietary scoring system to help businesses optimize the supplier relationships and procurement decisions. Its features include overview and discovery, comparison, reports,
- Jul 2022Seed$2.9M
- Seed$100K
- Seed—
#6
Early Stage · Pittsburgh, Pennsylvania · founded 1992 · 32 employees$4.3Mraised▾
Matrix is a provider of Customer Relationship Management, sales intelligence, and analytics platform for media sales organizations including enterprises, digital media companies, cable networks, out of home, broadcast, and radio. Key features include automated custom alerts, customizable data cards, pipeline management, team and task management, and reporting tools. Customers include Nexstar Broadcasting Group, Scripps, Gray, Orange Barrel Media, Comcast, TownSquare Media Group, CNHI, Radiate Media, Meredith, and Univision.
- Mar 2022Unattributed$4.3M
- Jul 2013Unattributed—
#7
Acquired · Pittsburgh, Pennsylvania · founded 2006 · 44 employees$17.5Mraised▾
Voci has developed speech recognition appliances that enable real-time call monitoring and alerts, and empower text analytics platforms to discover insights contained in the spoken voice of the customer. Its V-Blaze converts audio files to text orders, auto-transcribing 100 hours of live audio in one hour, and delivers scanning of up to 1000s of words at over 300x real time. uncover information from customer conversations captured through call centers.
- Aug 2018Series B$250K
- Aug 2018Conventional Debt$5M
- Mar 2018Series B$8M
- Apr 2016Series A$725K
#8
Acqui-Hired · Plymouth Meeting, Pennsylvania · founded 2000$14Mraised▾
Multichannel marketing specialists connecting healthcare providers with life science companies through engaging content. The company specializes in omnichannel solutions designed to solve marketing challenges for life science brands. They offer strategic solutions enabled by data, including audience segmentation and message sequencing. Digital tactics encompass interactive learning modules, banner ads, and virtual sales videos. Print solutions involve retention mailers and in-office tools, all connected to the digital landscape via analytics. The company's platform furnishes branded and unbranded medical content to healthcare professionals. They target healthcare providers based on various criteria, offering NPI-level matching. The company focuses on innovative and educational content to foster engagement between healthcare providers and life science companies.
- Feb 2001Series B$9M
- May 2000Series A$5M
#9
Series A · Bryn Mawr, Pennsylvania · founded 2014 · 25 employees$4.7Mraised▾
Platform offering sales enablement solutions. The platform provides digital sales rooms to help sales teams and managers guide steady, contextual engagement to shorten sales cycles. It provides sales teams with AI powered recommendations to help forecast and execute the next activity. It provides smart playbooks to enhance cross selling and expansion programs.
- Apr 2018Series A$500K
- Aug 2017Series A$775K
- Nov 2015Series A$3.4M
#10
Acquired · Philadelphia, Pennsylvania · founded 2013$2.8Mraised▾
GoMoto provides digital sales & customer engagement solutions for automotive dealerships. Offers smart self-service kiosks enabling customers to view dealership inventory, access information, and purchase product & services. Its kiosks feature bi-directional communication with DMS, upsells & recommendation services, document transaction, and an analytical dashboard that helps dealers to track & analyze performance.
- Jan 2019Series A$2.2M
- Jan 2019Conventional Debt—
- Aug 2014Seed$700K
#11
Late Stage · King Of Prussia, Pennsylvania · founded 1999 · 7 employees$1.4Mraised▾
Sedona Corp. provides web-based Customer Relationship Management(CRM) & Marketing Relationship Management(MRM) software and services for small and midsize financial institutions esp. banks and credit unions. The company claims to have an established client base users with $60 Bn+ in combined assets.
- Jul 2005Post IPO$250K
- Mar 2004Post IPO$2.2M
- Mar 2002Unattributed$1.4M
#12
Seed · Philadelphia, Pennsylvania · founded 2013 · 22 employees$825Kraised▾
AI powered product, sales, and revenue enablement platform for manufacturing and distribution industries. it is built to help companies achieve sales excellence by providing tools and resources to streamline the sales processes. It offer module such as product management, sales performance, customer behavior, and market trend analysis.
- Dec 2017Seed$250K
- Aug 2014Seed—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Sales Force Automation coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising