About This Constellation ShortList™

Sales Productivity solutions are software or applications that help optimize seller performance and productivity. They can provide insights that facilitate meaningful buyer-seller conversations, automate administrative CRM tasks, and analyze email and calendar activity to recommend next-best actions. These solutions reduce the busywork associated with researching potential clients, communicating with them, and administrative data entry.

Through a combination of AI tools and best practices, these solutions help guide sellers as they navigate new and existing customer accounts. The most sophisticated Sales Productivity solutions streamline the process for sellers and provide management with more accurate pipeline estimates. Results typically include higher conversion rates, shorter sales times, and increased revenue.

Threshold Criteria

Constellation considers the following criteria for these offerings:

  • Delivers relevant prospect and customer insight to sellers
  • Mobile accessible
  • Email and calendar integration
  • Delivers detailed insights about the person, account or deal
  • Facilitates CRM activity capture
  • Guides seller next steps

The Constellation ShortList™

Constellation evaluates around 20 solutions categorized in the Sales Productivity category. This Constellation ShortList is determined by client inquiries, partner conversations, customer references, vendor selection projects, market share, and internal research. Other considerations include the vendor’s CRM integrations, mobile capabilities, and ability for sellers to discover prospect or customer insights through data.

  • Altify
  • Conversica
  • LinkedIn Sales Navigator
  • Outreach
  • SalesDirector.ai
  • Tact

Frequency of Evaluation

Each Constellation ShortList evaluation will be updated every 180 days as needed.

Evaluation Services

If you would like to put our extensive expertise in vendor selections and contact negotiations to work for you, please contact us at ShortList@constellationr.com.


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