# Best Sales Analytics Software

  *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)*

   Sales analytics software reports on CRM data to reveal sales insights and forecast future performance, giving sales teams and managers visibility into activities, identifying high or under-performing salespeople, products, and communications, and enabling more predictable, data-driven sales strategies.

### Core Capabilities of Sales Analytics Software

To qualify for inclusion in the Sales Analytics category, a product must:

- Automate and visualize sales pipelines with customizable stages, risk factors, and scoring methods
- Report on the performance of salespeople, products, methods, and other available data
- Forecast sales numbers based on pipeline factors

### Common Use Cases for Sales Analytics Software

Sales managers and revenue operations teams use sales analytics software to make informed decisions and optimize sales performance. Common use cases include:

- Tracking pipeline health and identifying deals at risk of stalling or churning
- Measuring rep and team performance against quotas and historical benchmarks
- Forecasting revenue based on pipeline stage, deal velocity, and win rates

### How Sales Analytics Software Differs from Other Tools

Sales analytics products access data solely from sales tools, with core functionality focused on analyzing sales information specifically. Organizations seeking insights across a wider range of business data may opt for [business intelligence software](https://www.g2.com/categories/business-intelligence), which provides cross-functional analytics beyond the sales domain. Sales analytics systems are typically implemented on top of sales force automation and CRM systems and use existing data to surface insights, though some serve as both the CRM system of record and the analytics tool.

### Insights from G2 on Sales Analytics Software

Based on category trends on G2, pipeline visualization and sales forecasting accuracy stand out as the most valued capabilities. Improved forecast confidence and better visibility into rep performance stand out as primary drivers of adoption.





## Best Sales Analytics Software At A Glance

- **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
- **Highest Performer:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews)
- **Easiest to Use:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews)
- **Top Trending:** [Alta | AI Revenue Workforce](https://www.g2.com/products/alta-ai-revenue-workforce/reviews)
- **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)


---

**Sponsored**

### SAP Sales Cloud

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities



[Visit company website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=626&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&secure%5Bresource_id%5D=626&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-analytics&secure%5Btoken%5D=1bb77351997bc54618d2f082036b5aa908456028b5147979f1161036ae6f6a47&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fproducts%2Fcrm%2Fsales-cloud.html&secure%5Burl_type%5D=paid_promos)

---

## Top-Rated Products (Ranked by G2 Score)
  ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 24,433

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.6/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.7/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** https://www.salesforce.com/
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce (580,768 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (88,363 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 46% Mid-Market, 34% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (3658 reviews)
- Features (3167 reviews)
- Lead Management (2051 reviews)
- Customization (1641 reviews)
- Customizability (1620 reviews)

**Cons:**

- Learning Curve (1831 reviews)
- Limitations (1412 reviews)
- Missing Features (1147 reviews)
- Limited Features (1126 reviews)
- Expensive (1109 reviews)

  ### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 13,048

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.4/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.2/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.6/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** https://www.HubSpot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, MA
- **Twitter:** @HubSpot (785,472 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (11,979 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Sales Development Representative
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 60% Small-Business, 35% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (1430 reviews)
- Features (831 reviews)
- Helpful (760 reviews)
- Lead Management (671 reviews)
- Intuitive (617 reviews)

**Cons:**

- Missing Features (500 reviews)
- Limited Features (472 reviews)
- Learning Curve (447 reviews)
- Expensive (344 reviews)
- Limited Customization (319 reviews)

  ### 3. [Gong](https://www.g2.com/products/gong/reviews)
  Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000—including LinkedIn, Shopify, Slack, Twilio, Zillow, and Morningstar—companies around the world deeply understand their teams and customers, automate critical sales workflows, and close more deals with less effort. Recognized by G2 as the #1 Best Software Product for multiple years, Gong continues to lead in customer satisfaction, innovation, and AI-powered revenue transformation. For more information, visit www.gong.io.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 6,385

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.4/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.9/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Gong](https://www.g2.com/sellers/gong)
- **Company Website:** https://www.gong.io
- **Year Founded:** 2015
- **HQ Location:** San Francisco, California
- **Twitter:** @Gong_io (7,598 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10454372/ (2,482 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Customer Success Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 69% Mid-Market, 18% Enterprise


#### Pros & Cons

**Pros:**

- Helpful (352 reviews)
- Ease of Use (289 reviews)
- Call Recording (237 reviews)
- AI Summary (219 reviews)
- Accuracy (214 reviews)

**Cons:**

- Call Issues (130 reviews)
- Recording Issues (88 reviews)
- AI Inaccuracy (77 reviews)
- AI Limitations (74 reviews)
- Accuracy Issues (72 reviews)

  ### 4. [Pipedrive](https://www.g2.com/products/pipedrive/reviews)
  Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 2,947

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.0/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 7.8/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.4/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive)
- **Company Website:** https://www.pipedrive.com
- **Year Founded:** 2010
- **HQ Location:** New York
- **Twitter:** @pipedrive (14,366 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1876917/ (1,045 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Sales Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 70% Small-Business, 23% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (574 reviews)
- Intuitive (274 reviews)
- Simple (243 reviews)
- Helpful (231 reviews)
- Integrations (210 reviews)

**Cons:**

- Missing Features (230 reviews)
- Limited Features (151 reviews)
- Learning Curve (118 reviews)
- Integration Issues (108 reviews)
- Expensive (102 reviews)

  ### 5. [Clari](https://www.g2.com/products/clari/reviews)
  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.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 5,489

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.4/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.3/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.7/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft)
- **Company Website:** https://salesloft.com
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @Salesloft (18,439 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,137 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 47% Mid-Market, 41% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (241 reviews)
- Features (180 reviews)
- Helpful (171 reviews)
- Forecasting (139 reviews)
- Salesforce Integration (125 reviews)

**Cons:**

- Learning Curve (80 reviews)
- Limitations (63 reviews)
- Missing Features (61 reviews)
- Limited Customization (59 reviews)
- Not Intuitive (57 reviews)

  ### 6. [Substrata](https://www.g2.com/products/substrata-substrata/reviews)
  Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 1,153

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10)
- **Data Segmentation:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 9.4/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 9.3/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea)
- **Company Website:** https://www.substrata.me/
- **Year Founded:** 2020
- **HQ Location:** Tel Aviv, Israel
- **Twitter:** @SubstrataHQ (517 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/substrata-company/ (23 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Sales Development Representative, Project Manager
  - **Top Industries:** Information Technology and Services, Marketing and Advertising
  - **Company Size:** 45% Small-Business, 40% Mid-Market


#### Pros & Cons

**Pros:**

- Accuracy (550 reviews)
- Helpful (468 reviews)
- Conversation Analysis (401 reviews)
- Insights (349 reviews)
- Time-saving (283 reviews)

**Cons:**

- Learning Curve (316 reviews)
- Limited Customization (148 reviews)
- Complexity (118 reviews)
- Time-Consuming (103 reviews)
- Dashboard Issues (100 reviews)

  ### 7. [Close](https://www.g2.com/products/close/reviews)
  Most CRMs store data. Close helps you act on it. With built-in calling, email, SMS, and automation, your team can reach leads instantly — without stitching together tools. Trusted by 10,000+ teams • 2B+ sales interactions • 4.7★, Close is built to help sales teams move faster and close more deals. Now meet Chloe. Chloe is your AI sales teammate, built into Close. She doesn’t just automate tasks — she takes action. A new lead comes in → Chloe calls instantly A stale lead sits → Chloe re-engages it A deal stalls → Chloe follows up and moves it forward She has real conversations. Qualifies prospects. Books meetings. No scripts. No delays. No dropped leads. Every lead gets a response. Every conversation moves forward. Built into Close. Ready in minutes. Free during early Beta. Limited access. → Join the waitlist: close.com/chloe → Start a free trial: close.com


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 2,007

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.7/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.8/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Close](https://www.g2.com/sellers/close)
- **Company Website:** https://close.com
- **Year Founded:** 2013
- **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
- **Twitter:** @Close (6,573 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2597204/ (205 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 76% Small-Business, 20% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (819 reviews)
- Helpful (482 reviews)
- Simple (428 reviews)
- Features (426 reviews)
- Intuitive (389 reviews)

**Cons:**

- Missing Features (271 reviews)
- Call Issues (194 reviews)
- Limited Features (150 reviews)
- Learning Curve (101 reviews)
- Limited Customization (100 reviews)

  ### 8. [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews)
  SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 873

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.9/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 9.0/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Company Website:** https://www.sap.com/
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP (297,024 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,341 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Consultant, Associate Consultant
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 45% Enterprise, 35% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (101 reviews)
- Integrations (65 reviews)
- Analytics (61 reviews)
- Integration (60 reviews)
- Lead Management (58 reviews)

**Cons:**

- Learning Curve (86 reviews)
- Limited Customization (49 reviews)
- Complexity (41 reviews)
- Not Intuitive (37 reviews)
- Expensive (36 reviews)

  ### 9. [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews)
  Planning and incentives in sync—finally. CaptivateIQ is the only modern platform that brings quota, territory, headcount, and compensation into a single, AI-powered workspace—built for agility, alignment, and scale. Purpose-built for modern revenue teams, CaptivateIQ bridges the gap between incentive compensation management and sales planning, so strategy, execution, and measurement operate in perfect harmony. Legacy SPM solutions and spreadsheets weren’t designed for dynamic go-to-market organizations. CaptivateIQ replaces slow, error-prone, siloed processes with a unified platform that seamlessly connects your sales planning, incentive management, and performance tracking. Revenue leaders benefit from one shared source of truth from capacity planning to payout, aligning incentives with strategic goals to drive behaviors that move the business forward. Your plans, your way: plan for anything, pivot anytime. With SmartGrid™—our proprietary, no-code modeling engine—teams build, test, and iterate their go-to-market strategies at the speed of business. Model even the most complex plans with logic-based workflows, evaluate what-if scenarios in real time, and make adjustments as needs change. Admins and analysts gain full ownership with a familiar, spreadsheet-like interface that reduces errors and rework, backed by SmartGrid™ for robust data integration—without technical bottlenecks or external consultants Full ownership, no limits. End-to-end collaboration is at your fingertips with built-in approvals, commentary, and workflows, streamlining the hand-off from plan design through execution and measurement. Sales teams enjoy instant, accurate visibility into their earnings, on-demand statements, and an interactive commission estimator, empowering them to focus on high-value activities and adapt with confidence. CaptivateIQ empowers every function—RevOps, Finance, Sales, and more—to adjust plans, incentivize performance, and deliver on revenue growth targets, all within a flexible environment that adapts as quickly as business does. From enterprise-grade controls to in-depth reporting and dashboards, revenue teams monitor, measure, and optimize at every step to maximize success. Trusted by over 800 leading companies—including Boston Scientific, Datadog, and 6sense—CaptivateIQ sets a new standard for sales performance management. We are proud to be a category leader on G2, backed by thousands of enthusiastic customer reviews. When change is the only constant, CaptivateIQ gives revenue teams agility, clarity, and control—ensuring your planning and incentives finally work together, so you can grow stronger no matter what comes next.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 3,388

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.4/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.0/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.4/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [CaptivateIQ](https://www.g2.com/sellers/captivateiq)
- **Company Website:** https://www.captivateiq.com/
- **Year Founded:** 2017
- **HQ Location:** San Francisco, California
- **Twitter:** @CaptivateIq (605 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18516995/ (261 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 68% Mid-Market, 25% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (519 reviews)
- Simple (238 reviews)
- Helpful (217 reviews)
- Accuracy (188 reviews)
- Intuitive (188 reviews)

**Cons:**

- Learning Curve (80 reviews)
- Missing Features (55 reviews)
- Reporting Issues (46 reviews)
- Difficult Learning (43 reviews)
- Slow Loading (43 reviews)

  ### 10. [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews)
  Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small businesses unify all customer-facing operations— marketing, sales, onboarding, delivery, and support and manage customer relationships effectively. What makes Bigin unique and a compelling choice for any business? - Simplicity and ease-of-use. - Designed for small businesses, startups, SMBs, customer-facing teams. - End-to-end mobile accessibility - Affordable pricing - Streamlined customer operations - Smooth collaboration and teamwork


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 781

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.2/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 7.7/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.3/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho (137,047 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,531 employees on LinkedIn®)
- **Phone:** +1 (888) 900-9646 

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Information Technology and Services, Marketing and Advertising
  - **Company Size:** 90% Small-Business, 9% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (256 reviews)
- Simple (133 reviews)
- Intuitive (113 reviews)
- Simplicity (109 reviews)
- Features (87 reviews)

**Cons:**

- Missing Features (91 reviews)
- Limited Features (75 reviews)
- Limited Customization (67 reviews)
- Integration Issues (65 reviews)
- Limited Integrations (45 reviews)

  ### 11. [Salesloft](https://www.g2.com/products/salesloft/reviews)
  Salesloft powers durable revenue growth for the world’s most demanding companies. The industry-leading Revenue Orchestration Platform uses purpose-built AI to help market-facing teams prioritize and take action on what matters most, from first touch to upsell and renewal. Targeting a diverse audience that includes sales professionals, marketing teams, and revenue operations leaders, Salesloft is used successfully by organizations of all sizes. More than 5,000 customers including Google, 3M, IBM, Shopify, Square, and Cisco gain a performance force multiplier with Salesloft by shifting to a durable revenue engagement model, helping them solve the complexities of modern B2B sales and unlock revenue efficiency. Salesloft provides a suite of capabilities and solutions designed to support modern sales teams, including advanced analytics, sales forecasting, sales automation, sales coaching, deal management, revenue intelligence, sales engagement, conversation intelligence, and integrated communication capabilities. With Salesloft's Revenue Orchestration Platform powering a durable revenue engagement model, businesses can unlock profitable, efficient growth. For more information visit www.salesloft.com.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 4,141

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.0/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.1/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.5/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft)
- **Company Website:** https://salesloft.com
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @Salesloft (18,439 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,137 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Sales Development Representative
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 56% Mid-Market, 23% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (256 reviews)
- Helpful (158 reviews)
- Features (155 reviews)
- Automation (146 reviews)
- Time-saving (138 reviews)

**Cons:**

- Missing Features (95 reviews)
- Call Issues (65 reviews)
- Integration Issues (62 reviews)
- Learning Curve (60 reviews)
- Limitations (55 reviews)

  ### 12. [Chorus by ZoomInfo](https://www.g2.com/products/chorus-by-zoominfo/reviews)
  ZoomInfo Chorus is an AI-powered Conversation Intelligence platform designed to enhance customer engagement by capturing and analyzing interactions across various communication channels, including phone calls, video meetings, and emails. This solution aims to support sales and revenue teams in achieving their targets by providing a comprehensive understanding of customer conversations. The platform is particularly beneficial for sales professionals, customer success teams, and business development representatives who rely on effective communication to drive results. By automatically recording and transcribing every customer interaction, ZoomInfo Chorus ensures that no critical detail is overlooked during discovery calls, product demonstrations, negotiations, or routine check-ins. This feature transforms conversations into searchable, shareable, and analyzable data, enabling teams to leverage insights for improved performance. One of the standout features of ZoomInfo Chorus is its ability to analyze the effectiveness of communication strategies across the entire revenue team. Users can track key metrics such as talk-to-listen ratios, competitor mentions, objection handling, and deal progression. This analysis helps identify successful behaviors exhibited by top performers, while also highlighting areas for improvement and coaching opportunities. By understanding what works and what doesn’t, teams can refine their approaches to enhance overall effectiveness. Additionally, ZoomInfo Chorus turns conversations into actionable intelligence, allowing teams to identify at-risk deals and uncover potential expansion opportunities. The platform facilitates coaching by providing real examples from representatives' own calls, making the feedback process more relevant and impactful. Integration with CRM systems further streamlines the workflow, as insights are automatically synced, ensuring that every conversation informs the next best action. In summary, ZoomInfo Chorus is a robust Conversation Intelligence solution that empowers teams to optimize their customer interactions. By leveraging advanced AI capabilities, it not only captures and analyzes conversations but also translates them into strategic insights that drive revenue growth and improve team performance. This makes it an essential tool for organizations looking to enhance their customer engagement strategies and achieve their sales objectives.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 2,893

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.3/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.7/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706)
- **Company Website:** https://www.zoominfo.com/
- **Year Founded:** 2000
- **HQ Location:** Vancouver, WA
- **Twitter:** @ZoomInfo (23,461 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/zoominfo/ (4,353 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Customer Success Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 64% Mid-Market, 25% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (17 reviews)
- AI Summary (15 reviews)
- Helpful (15 reviews)
- Automation (12 reviews)
- Call Recording (12 reviews)

**Cons:**

- Call Issues (8 reviews)
- Recording Issues (8 reviews)
- Difficult Navigation (4 reviews)
- Expensive (4 reviews)
- Missing Features (4 reviews)

  ### 13. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews)
  Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 2,798

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.3/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.6/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho (137,047 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,531 employees on LinkedIn®)
- **Phone:** +1 (888) 900-9646 

**Reviewer Demographics:**
  - **Who Uses This:** Owner, CEO
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 62% Small-Business, 33% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (271 reviews)
- Features (172 reviews)
- Integrations (140 reviews)
- Lead Management (116 reviews)
- Easy Integrations (115 reviews)

**Cons:**

- Learning Curve (112 reviews)
- Limited Features (71 reviews)
- Integration Issues (70 reviews)
- Complexity (68 reviews)
- Poor Customer Support (67 reviews)

  ### 14. [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)
  IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 219

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.3/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.5/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [IBM](https://www.g2.com/sellers/ibm)
- **Company Website:** https://www.ibm.com/us-en
- **Year Founded:** 1911
- **HQ Location:** Armonk, NY
- **Twitter:** @IBM (708,000 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1009/ (324,553 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Financial Analyst
  - **Top Industries:** Information Technology and Services, Financial Services
  - **Company Size:** 51% Enterprise, 35% Mid-Market


#### Pros & Cons

**Pros:**

- Efficiency (35 reviews)
- Planning Efficiency (34 reviews)
- Analytics (31 reviews)
- Ease of Use (30 reviews)
- Forecasting Accuracy (30 reviews)

**Cons:**

- Learning Curve (29 reviews)
- Learning Difficulty (19 reviews)
- User Difficulty (19 reviews)
- Difficult Learning (16 reviews)
- Complexity (15 reviews)

  ### 15. [Salesken](https://www.g2.com/products/salesken/reviews)
  Salesken.ai is a Sales AI platform designed to enhance sales team performance while lowering acquisition costs. By offering real-time cues during conversations, the tool empowers sales reps to engage more effectively with customers. Salesken also provides leaders and reps with full visibility into every call through advanced Call Analytics, capturing emotions, objections, intent, and more. Salesken delivers tailored solutions for both Sales Leaders and Reps, driving revenue success through: - Pipeline Management: Accurate forecasts based on deep conversation insights. - Deal Tracking: Instant summaries, identification of BANT gaps, and clear next steps. - Team Coaching: Personalized coaching for each rep and every deal, on demand. - Marketing Insights: Actionable insights extracted from sales conversations. - Quality Assurance: Evaluate 100% of sales calls with AI-driven QA, offering personalized coaching and reducing manual efforts while improving overall sales quality and consistency For Sales Reps, Salesken offers: - Real-Time Cueing: Provides live cues and battle cards to help reps perfect their pitches. - CRM Enrichment: Automates CRM data entry and updates. - Custom Outreach: Simplifies and automates outreach, saving time and increasing efficiency. Salesken is the go to AI for the whole sales team. Book a demo and learn about more features and capabilities.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 385

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10)
- **Data Segmentation:** 9.7/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 9.8/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 9.8/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Salesken](https://www.g2.com/sellers/salesken)
- **Year Founded:** 2018
- **HQ Location:** New York, New York
- **Twitter:** @SaleskenAi (118 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/salesken/about (92 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Sales, Sales Executive
  - **Top Industries:** Education Management, E-Learning
  - **Company Size:** 57% Mid-Market, 37% Enterprise


#### Pros & Cons

**Pros:**

- Helpful (11 reviews)
- Feedback Management (7 reviews)
- AI Summary (6 reviews)
- Automation (6 reviews)
- Efficiency (6 reviews)

**Cons:**

- Call Issues (2 reviews)
- Call Limitations (2 reviews)
- Poor Transcription (2 reviews)
- Recording Issues (2 reviews)
- Accuracy Issues (1 reviews)

  ### 16. [Jiminny](https://www.g2.com/products/jiminny/reviews)
  Jiminny is the conversation intelligence platform designed to help Revenue Leaders capture and analyze critical go-to-market insights across video, voice, and email. This innovative solution automates the integration of these insights into your CRM, enabling teams to make informed decisions and drive revenue growth effectively. Jiminny benefits the entire Revenue Team. For Sales Reps, it automates routine admin tasks, allowing them to focus more on selling and enhancing their performance. This not only streamlines their workflow but also increases their productivity, enabling them to close deals more efficiently. Managers benefit from Jiminny by gaining access to actionable insights that help them develop their teams, fostering an environment of continuous improvement and confidence-building. Executives can rely on Jiminny to provide a trustworthy source of data for making strategic, data-driven decisions. The platform transforms the CRM into a reliable launchpad for revenue growth, ensuring that leadership can track progress and identify areas for improvement with ease. This comprehensive approach to GTM conversation intelligence empowers all levels of the organization to work collaboratively towards revenue goals. Key features of Jiminny include its ability to analyze conversations in real-time, providing instant feedback and insights that can be acted upon immediately. The platform's fast onboarding process and user-friendly interface ensure that teams can quickly adapt and start reaping the benefits without significant downtime. Sell smarter, grow faster, and ultimately win more deals with Jiminny. The platform not only enhances individual performance but also cultivates a data-driven culture that supports sustained growth and success across the entire organization.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 919

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.0/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 7.8/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.5/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Jiminny](https://www.g2.com/sellers/jiminny)
- **Company Website:** https://www.jiminny.com
- **Year Founded:** 2016
- **HQ Location:** London, England
- **Twitter:** @JiminnyInc (387 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10815921/ (58 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Customer Success Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 62% Mid-Market, 31% Small-Business


#### Pros & Cons

**Pros:**

- Helpful (168 reviews)
- Ease of Use (146 reviews)
- Call Recording (134 reviews)
- AI Summary (106 reviews)
- Recording (94 reviews)

**Cons:**

- Call Issues (71 reviews)
- AI Inaccuracy (58 reviews)
- Accuracy Issues (57 reviews)
- AI Limitations (25 reviews)
- Poor Transcription (25 reviews)

  ### 17. [Looker](https://www.g2.com/products/looker/reviews)
  Looker, Google Cloud’s business intelligence platform, enables you to chat with your data. Organizations turn to Looker for self-service and governed BI, to build custom applications with trusted metrics, or to bring Looker modeling to their existing environment. The result is improved data engineering efficiency and true business transformation.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 1,553

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.2/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.8/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Google](https://www.g2.com/sellers/google)
- **Year Founded:** 1998
- **HQ Location:** Mountain View, CA
- **Twitter:** @google (31,840,340 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1441/ (336,169 employees on LinkedIn®)
- **Ownership:** NASDAQ:GOOG

**Reviewer Demographics:**
  - **Who Uses This:** Data Analyst, Data Engineer
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 60% Mid-Market, 20% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (126 reviews)
- Insights (75 reviews)
- Easy Integrations (70 reviews)
- Integrations (70 reviews)
- Data Visualization (62 reviews)

**Cons:**

- Learning Curve (58 reviews)
- Learning Difficulty (42 reviews)
- Slow Loading (36 reviews)
- Slow Performance (36 reviews)
- Complexity (32 reviews)

  ### 18. [Nutshell](https://www.g2.com/products/nutshell/reviews)
  Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 1,394

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.2/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 7.8/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.5/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Nutshell](https://www.g2.com/sellers/nutshell)
- **Company Website:** https://www.nutshell.com
- **Year Founded:** 2009
- **HQ Location:** Ann Arbor, Michigan
- **Twitter:** @nutshell (2,800 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/webfxinc/ (1,218 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Owner
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 74% Small-Business, 17% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (379 reviews)
- Helpful (207 reviews)
- Customer Support (178 reviews)
- Features (177 reviews)
- Intuitive (163 reviews)

**Cons:**

- Missing Features (172 reviews)
- Limited Features (117 reviews)
- Limited Customization (83 reviews)
- Learning Curve (79 reviews)
- Email Management (73 reviews)

  ### 19. [Introhive](https://www.g2.com/products/introhive/reviews)
  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.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 85

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.2/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.8/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.6/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Introhive](https://www.g2.com/sellers/introhive)
- **Year Founded:** 2012
- **HQ Location:** Fredericton
- **Twitter:** @Introhive (9,836 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2636221/ (217 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Legal Services, Accounting
  - **Company Size:** 50% Mid-Market, 34% Enterprise


#### Pros & Cons

**Pros:**

- Customer Support (3 reviews)
- Analytics (1 reviews)
- Ease of Use (1 reviews)
- Easy Integrations (1 reviews)
- Efficiency (1 reviews)

**Cons:**

- Confusion (1 reviews)
- Difficult Learning Curve (1 reviews)
- Expensive (1 reviews)
- Learning Curve (1 reviews)

  ### 20. [Scratchpad](https://www.g2.com/products/scratchpad/reviews)
  Scratchpad: The AI workspace for sales Remove admin work. Execute flawlessly. Win more deals. Scratchpad is the AI workspace built for sales. It removes admin work for sellers and drives strategy and execution on every deal — automated before and after every call. Sellers use Scratchpad to: - Update Salesforce fields from calls, emails, and notes - Take structured notes tied to opportunities and accounts - Draft follow-ups, business cases, and handoff docs - Review deals, surface risks, and prep for next steps - Qualify pipeline consistently with MEDDIC, SPICED, or custom criteria - The Scratchpad Notetaker — the best desktop note taker for sales — captures live calls and syncs insights straight to Salesforce. With robust integrations across Zoom, Gong, Meet, and more, Scratchpad fits into your workflows. Trusted by high-performance teams at Brex, Clio, Cognism, Crunchbase, Cursor, Dialpad, MaintainX, Settle, Vercel, and Verkada — Scratchpad helps reclaim selling capacity for sellers and gives leaders the visibility they need to run their business. Clearskies: The context layer for revenue AI Clearskies is Scratchpad's context layer for revenue teams using AI. It connects your CRM, call transcripts, email, calendar, and Slack into a single Customer Context Graph — so when your team asks Claude, ChatGPT, or any AI about a deal, an account, or the pipeline, the answer is built from every source, not just one. Sales leaders use Clearskies to: - Get pre-call briefs that pull from every system — not just the CRM - Detect pipeline risk across all channels, not just stalled CRM stages - Run win-loss analysis from actual calls and emails, not disposition codes - Surface coaching moments from every rep call with timestamps - Keep the CRM updated automatically after every interaction - Qualify deals against MEDDPICC or custom criteria using real signals Clearskies works with Salesforce, HubSpot, Gong, Slack, Google Workspace, and Microsoft 365. It connects to Claude via MCP and works with ChatGPT and any LLM. Usage-based pricing with no per-seat fees. Two products. One team. One belief: Revenue teams are sitting on enormous amounts of signal across their tools. Scratchpad removes the admin work so sellers can sell. Clearskies makes that signal available to AI so every answer, every brief, and every pipeline review reflects what's actually happening — not what someone remembered to log. Learn more at scratchpad.com and clearskies.cc.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 1,472

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10)
- **Data Segmentation:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.5/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 9.1/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Scratchpad](https://www.g2.com/sellers/scratchpad)
- **Company Website:** https://scratchpad.com
- **Year Founded:** 2020
- **HQ Location:** Covina, US
- **Twitter:** @Scratchpad (455 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/scratchpad-ae/about/ (47 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Enterprise Account Executive
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 58% Mid-Market, 21% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (16 reviews)
- Helpful (12 reviews)
- Salesforce Integration (10 reviews)
- Time-saving (10 reviews)
- Daily Use (9 reviews)

**Cons:**

- Expensive (3 reviews)
- Complexity (2 reviews)
- Integration Issues (2 reviews)
- Missing Features (2 reviews)
- Pricing Issues (2 reviews)

  ### 21. [OneUp Sales](https://www.g2.com/products/oneup-sales/reviews)
  OneUp Sales is a sales acceleration platform built for recruitment teams. It unifies CRM, VoIP and timesheet data into a single real-time source of truth - giving teams instant visibility through flexible dashboards, automated reporting and live competitions that drive a winning culture. Agencies using OneUp average +43% more placements and +25% more revenue.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 163

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10)
- **Data Segmentation:** 7.9/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 7.5/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 9.4/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Stormburst Studios](https://www.g2.com/sellers/stormburst-studios)
- **Year Founded:** 2015
- **HQ Location:** Birmingham
- **Twitter:** @OneUp_Sales (1,295 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/oneup-sales/ (31 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Director, Recruitment Consultant
  - **Top Industries:** Staffing and Recruiting
  - **Company Size:** 74% Small-Business, 20% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (34 reviews)
- Helpful (18 reviews)
- Simple (18 reviews)
- Daily Use (15 reviews)
- Tracking Ease (15 reviews)

**Cons:**

- Performance Efficiency (7 reviews)
- Delays (6 reviews)
- Slow Loading (5 reviews)
- Slow Updates (5 reviews)
- Learning Curve (4 reviews)

  ### 22. [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews)
  Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 569

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Data Segmentation:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 9.0/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.9/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Revenue Grid](https://www.g2.com/sellers/revenue-grid)
- **Company Website:** https://revenuegrid.com/
- **Year Founded:** 2006
- **HQ Location:** Atlanta, Georgia
- **Twitter:** @Revenue_Grid_ (1,061 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/revenue-grid/ (133 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Financial Services
  - **Company Size:** 48% Mid-Market, 41% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (51 reviews)
- Salesforce Integration (45 reviews)
- Integrations (40 reviews)
- Helpful (36 reviews)
- Customer Support (29 reviews)

**Cons:**

- Slow Loading (10 reviews)
- Learning Curve (8 reviews)
- Missing Features (8 reviews)
- Technical Issues (8 reviews)
- Integration Issues (7 reviews)

  ### 23. [Salesmate](https://www.g2.com/products/salesmate/reviews)
  Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 107

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Data Segmentation:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 10.0/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 10.0/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Salesmate](https://www.g2.com/sellers/salesmate)
- **Company Website:** https://www.salesmate.io
- **Year Founded:** 2016
- **HQ Location:** Charlotte, NC
- **Twitter:** @SalesmateIO (2,118 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/salesmate/about (34 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 77% Small-Business, 14% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (16 reviews)
- Ease of Use (16 reviews)
- Features (14 reviews)
- Helpful (12 reviews)
- Automation (9 reviews)

**Cons:**

- Integration Issues (4 reviews)
- Limited Features (4 reviews)
- Missing Features (4 reviews)
- Learning Curve (3 reviews)
- Not Intuitive (3 reviews)

  ### 24. [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews)
  Constant Contact Advanced Automation helps you send the right message at the right time. From Social to SMS and email to ecommerce, we deliver tools to help you build deeper relationships with your audience. Our powerful digital marketing platform helps you be more efficient with your marketing so you can focus on your building your business. Engage Your Audience where They are with Multi-Channel Campaigns - Create comprehensive marketing campaigns with just a few clicks. Our Campaign Builder tool will help you launch a multi-channel campaign across email, social, and SMS to help you achieve your goals. Get Started Fast With Pre-Built Automation Templates - Setup your automations quickly with pre-built automation templates to help you send timely SMS and email messages. Easily Manage Your Contacts - Manage customer segments automatically using customer tags. Then, trigger automations based on how customers engage with your businesses. Automate Your Messaging - Deliver timely, relevant content with SMS and email marketing automation using our drag-and-drop Automation Path Builder. Make sure that your audience receives the right message, at the right time: automatically. Learn more at www.constantcontact.com


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 932

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10)
- **Data Segmentation:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 9.3/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 9.1/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Constant Contact](https://www.g2.com/sellers/constant-contact-5aaee82b-8325-4eeb-b7b7-15fada778076)
- **Company Website:** https://www.constantcontact.com/home
- **Year Founded:** 1995
- **HQ Location:** Waltham, US
- **Twitter:** @ConstantContact (67,239 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/constant-contact/ (1,147 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, Marketing Manager
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 81% Small-Business, 17% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (56 reviews)
- Email Marketing (42 reviews)
- Automation (35 reviews)
- Automation Features (28 reviews)
- Easy Creation (28 reviews)

**Cons:**

- Limited Customization (24 reviews)
- Missing Features (24 reviews)
- Limited Features (22 reviews)
- Editing Issues (13 reviews)
- Email Management (13 reviews)

  ### 25. [SuperAGI](https://www.g2.com/products/superagi/reviews)
  SuperAGI is an AI-native CRM platform that unifies sales, marketing, and customer service teams under one intelligent system. It automates high-impact workflows and continuously learns to personalize every customer touchpoint. By replacing multiple tools with autonomous agents, SuperAGI streamlines operations and drives predictable revenue growth. 1) Sales - CRM → CRM items + Tasks An AI-Native CRM that tracks actions by both reps and AI agents, auto-organizes pipeline, and surfaces the next best action. You get enriched records, real-time insights, role-based access, and a “Streamlined Task Play” to fly through prioritized to-dos without tab-hopping. The LinkedIn plugin and our native integrations keep data fresh and actionable. - Prospect → Prospects & Data Enrichment Prospect from an agent-verified contact/company database and auto-enrich records with verified emails and phones. Keep profiles updated with AI, import or export cleanly, and add leads from LinkedIn directly into CRM so you can email or call immediately. Build granular lists, and push them straight into outreach. Upload CSVs for waterfall enrichment, adding leads to lists, sequences, or CRM in one go. - Signals A single signal deanonymizes website visitors, enriches them, scores intent, and explains the “reason to engage.” Alerts land in Slack/email, and you can push accounts into sequences or tasks automatically so sellers hit peak-interest moments, not inbox dead zones. - Cold Outreach Automate LinkedIn + email outreach with copy tuned to persona and context, protect deliverability with mailbox rotation, and run multi-step, multi-channel sequences that book meetings even while you are away. Review or override messages as needed; the system learns what wins and scales it. - Sequences → Sequences + Conversations + Email Orchestrate email, calls, SMS, and LinkedIn in one place, with AI-written variants and A/B tests to lift conversion. Keep stakeholder replies stitched in one email thread, auto-log every touch in CRM, and get sentiment insights to handle objections faster. - AI Dialer Run high-throughput calling with international numbers and parallel dialing (up to multiple lines at once). The system drops unanswered calls, connects reps instantly, and auto-captures notes and activity so talk time goes up while admin time goes down. - Meetings Apply SLAs and rules to route by territory/AEs, convert website and campaign interest into booked slots, and automate SDR→AE handoffs so nothing slips. It’s built to turn traffic into pipeline with less back-and-forth. - Workflows Define automation plays across sales and marketing, e.g., signal detected → enrich → route → trigger sequence → create task → update CRM—so execution is consistent and fast. Works hand-in-hand with AI Journeys and Journey Orchestration to keep motions coordinated. Analytics See pipeline health, cohort conversion, channel impact, and rep performance in one pane. AI explains drivers and recommends actions (double-down, fix, or re-route), helping teams forecast better and remove bottlenecks before they stall deals. CPQ Define price books, approvals, discounts, and quote templates natively. Generate branded quotes with one click from deals, route approvals automatically, and sync accepted quotes straight back to pipeline—so selling stays in one flow. 2) Marketing - Campaigns Build segmented audiences, personalize journeys, and run coordinated touchpoints across email, SMS/WhatsApp, push, and more. Measure lift across channels and feed results back into Signals and Sales so marketing and pipeline stay perfectly in sync. - Customer Journeys Goodbye templatized automation flows! Let AI build the most optimal customer engagement workflows & customer journeys based on their recent interactions to maximize your ROI. - Customer Segmentation: Orchestrate highly personalized and targeted customer interactions based on behavioral data, demographics & recent actions on the website. - Analytics Get granular visibility of your customer behavior, campaign performance, and overall business intelligence along with AI-generated insights, recommendations, and autonomous reporting. - Customer Engagement Deliver a seamless brand experience to your customers via chat across Facebook/Instagram/WhatsApp and make phone calls directly from a single dashboard. - Ads (Coming soon) Create audience syncs from CRM segments, push to ad platforms, and let AI recommend budgets, creatives, and negative-keyword hygiene. Close the loop by attributing pipeline and revenue—not just clicks—back to source. - Social (Coming soon) Publish across networks, monitor intent cues, and turn comments/DMs into sequences, tickets, or meetings with a click. One content calendar; full attribution to pipeline. 3) Support - AI Live Chat Give customers real-time answers, deflect repeats with knowledge-base automation, and escalate to humans when needed—still in one thread. Tie conversations to CRM objects and SLAs, and keep an AI Support Inbox running for always-on assistance. Voice Support (Coming soon) Use voice agents that integrate with live data and your CRM: authenticate callers, update records, send follow-up texts, or book time with a rep. Guardrails keep calls on-brand while the agent scales to hundreds of simultaneous conversations.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 437

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10)
- **Data Segmentation:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 9.2/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 10.0/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [SuperAGI](https://www.g2.com/sellers/superagi)
- **Company Website:** https://superagi.com/
- **Year Founded:** 2023
- **HQ Location:** Palo Alto, California, United States
- **Twitter:** @_superAGI (6,075 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/superagi/ (173 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Founder
  - **Top Industries:** Apparel & Fashion, Consumer Goods
  - **Company Size:** 81% Small-Business, 18% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (273 reviews)
- Helpful (181 reviews)
- Customer Support (179 reviews)
- Features (124 reviews)
- Automation (105 reviews)

**Cons:**

- Missing Features (72 reviews)
- Limitations (63 reviews)
- Technical Issues (47 reviews)
- Bugs (42 reviews)
- Limited Features (39 reviews)



## Parent Category

[Sales Tools](https://www.g2.com/categories/sales-tools)



## Related Categories

- [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)
- [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant)
- [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)



---

## Buyer Guide

### What You Should Know About Sales Analytics Software

### What is Sales Analytics Software?

Sales analytics software estimates the likelihood of sales outcomes using algorithms based on existing [CRM software](https://www.g2.com/categories/crm) data. In other words, sales analytics tools are meant to simplify sales forecasting and present predictive sales data in the form of statistical datasets and reports. Data is collected, modeled, analyzed, and then deployed within the tool in a readable manner that sales teams can filter and analyze. One of the major perks of sales analytics software is the ability to automate sales pipeline pattern tracking, eliminating the time-consuming task of tracking this data manually via spreadsheets. In terms of forecasting, teams can analyze pipeline activity over a period of time and compare multiple forecast models without the hassle of manually building a report.

Key Benefits of Sales Analytics Software

- View sales data in a variety of different ways
- Improve sales forecasting
- Evaluate sales performance more precisely
- Identify challenges encountered by your sales team
- Manage your sales pipeline and solve problems before they arise

### Why Use Sales Analytics Software?

This type of tool ultimately helps sales teams make more successful decisions. It also helps teams analyze their overall sales process and recognize better sales opportunities. Compiled datasets can be used to examine pipeline insights in an effort to understand where sales are being lost, which industries generate the most success, and which sales tactics are most effective. While this feature is the lifeblood of the tool, there are a few other reasons to implement a sales analytics software:

**More quick wins —** Sales analytics help visualize sales projects and cross-selling opportunities that are considered easy to win based on forecasting patterns and pipeline location. This data helps sales teams prioritize projects that are most likely to make it through to the end of the pipeline and ultimately become a customer. The datasets also visualize the potential for risky sales, allowing managers to spend more time planning and analyzing the correct pathway to a win.

**Team analytics —** Not only do sales analytics tools help visualize sales data, but they also measure team analytics. Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. [Sales gamification software](https://www.g2.com/categories/sales-gamification) can typically be integrated with sales analytics software for additional team motivation.

**Integrations —** Sales analytics solutions easily integrate with other types of sales software offerings. By integrating with other sales software tools, you will also likely be able to simplify the workflow of your sales team. Rather than having several different tools open at a time, all of the information from all of your software will be accessible from one spot.

### Who Uses Sales Analytics Software?

Sales analytics software is, unsurprisingly, a big asset to sales teams as a whole. Depending on the department, the tool is helpful in a variety of ways:

**Sales representatives —** Sales teams use sales analytics tools for forecasting sales outcomes, which efficiently helps with prioritizing easy versus difficult sales projects and helps measure the potential of closing sales.

**Sales operations —** Sales representatives often use sales analytics on their own, but sales operations teams help representatives filter and understand the effectiveness of particular datasets and help convey project success, where needed. The goal of sales operations teams is to help representatives focus on selling, so operations teams typically handle the project management and training with the tool depending on the experience representatives have with understanding the datasets involved.

**Sales managers —** Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall.

### Sales Analytics Software Features

**Dashboards —** Sales analytics tools differ in the type and customizability of their dashboards. Some products offer dashboards that are highly dynamic, allowing you to view data in a large number of ways by segmenting information. Others have dashboards that are more static, so sales teams cannot customize them. These options are often less expensive and typically easier for sales representatives to manage.

**Forecasting analytics —** Forecasting analytics alleviates human error by automating forecasting predictions and eliminating the need for modeling manually via spreadsheets. The forecasting features provide informative datasets in a visual format to help sales teams predict sales outcomes.

**Mobile capabilities —** Sales teams, especially outside sales teams, are often on the go and rely on mobile phones to take care of a lot of their sales functions. Many solutions offer dataset visualization across multiple platforms, including mobile.

**Lead analytics —** A beneficial use for sales analytics software is predictive lead scoring, which identifies trends in the customer pipeline and uses these trends to predict how far along a lead is in the pipeline. This allows sales teams to qualify and prioritize opportunities based on which leads are most likely to close. This feature works similarly, and can be integrated with, [sales intelligence software](https://www.g2.com/categories/sales-intelligence).

### Trends Related to Sales Analytics Software

**AI capabilities —** While sales analytics tools already incorporate machine learning algorithms to evaluate sales performance, as well as predict future sales outcomes, artificial intelligence (AI) is gearing up to make a bigger impact on the tool and sales software in general. AI is predicted to help incorporate more real-time insights for more on-demand sales opportunities. With real-time models and instant datasets, sales teams can make more sales in shorter periods of time without additional manual effort.

### Software and Services Related to Sales Analytics Software

[**Predictive analytics software**](https://www.g2.com/categories/predictive-analytics) **—** Predictive analytics software is a tool used to create algorithmic statistical datasets based on historical data patterns to better understand customers, products, and partners. It also helps identify potential risks and opportunities for a company overall.

[**AI sales assistant software**](https://www.g2.com/categories/ai-sales-assistant) **—** Like sales analytics software, AI sales assistant software is also a time-saving tool for sales teams. The software’s main features include automating tasks and processes like lead qualification, lead follow-up, pipeline management, forecasting, meeting scheduling, and data entry.