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Sales Analytics Software 2021: Ultimate Guide

Sales Analytics involves usage of technology to measure, manage, and analyze sales activities data. The insights coming from the analysis is used by sales teams to make informed and data driven decisions about prospects and customers, market opportunities, and sales team performance. It helps to predict quota attainment and device sales strategy.

Learn what is Sales Analytics, why it is important for businesses to drive growth and revenue and how to choose the right Sales Analytics software.

Updated By Cuspera

Last updated: Jan 7, 2022

Top Software

Clari

Connected Revenue Operations Platform that tracks the history of all revenue data—from CRM, emails

4.62

Read Reviews
Clari Icon

Clari

23.12
★★★★★
★★★★★
Connected Revenue Operations Platform that tracks the history of all revenue data—from CRM, emails

Clari is a connected revenue operation platform for sales, marketing, operations, finance and customer success teams to forecast accurately, identify pipeline risk, improve customer engagement, operational reporting. It helps to grow revenue and increase upsell opportunity.

It helps teams by making revenue operations more connected, efficient, and predictable. It provides continuous roll-up forecast and improves accuracy. It helps in accelerating and win more deals predictably, it gains pipeline visibility to increase conversion rates.

It uses automation and AI to unlock all the activity data captured in key business systems, including marketing automation, CRM, email, calendar, phone, content management, conversations. It automatically aligns data to accounts and opportunities, to provide visibility, simplify forecasting and apply predictive insights. It can automatically integrate with sales and marketing team data to improve alignment across the teams.

Testimonials

Todd McKinnon

CEO & Co-Founder

Okta

Clari Icon
Highlights
Top Processes : Forecasting,Pipeline management,Engagement management
Top Features : Dashboard,Recording,Predictive analytics

Vendor: Clari

Founded: 2012

Company Size: 51-100

HQ Location: 1154 Sonora Court Sunnyvale, CA 94086

Financials: Series C

Saleschoice BI

SalesChoice | Predictive Sales Analytics Software

4.50

Read Reviews
Saleschoice BI Icon

Saleschoice BI

22.48
★★★★★
★★★★★
SalesChoice | Predictive Sales Analytics Software

SalesChoice is a cognitive sciences AI-based sales analytics platform for sales teams to reduce cost of sales and increase revenue.

SalesChoice helps teams to making accurate pipeline predictions, more precise sales forecasting, and faster sales ramp time. It helps see sales patterns from every angle, it has proven record of up to 95% prediction accuracy, guaranteed to close those gaps.

SalesChoice's AI technology helps to improve the chances to win the deals faster , it offers business intelligence for visualizing predictive insights with Einstein Analytics and Tableau.

Saleschoice BI Icon
Highlights
Top Processes : Account management,Forecasting,Lead scoring
Top Features : Predictive analytics,Dashboard,Personalization

Vendor: Saleschoice

Founded: 2012

Company Size: 11-50

HQ Location: 2300 Yonge Street, Suite 1600, Toronto, Ontario, Canada – M4P 1E4

Financials: Private

InsightSquared

Revenue Operations for Predictable Growth

4.48

Read Reviews
InsightSquared Icon

InsightSquared

22.40
★★★★★
★★★★★
Revenue Operations for Predictable Growth

InsightSquared is an AI-powered revenue intelligence software designed to help businesses optimize revenue operations and drive growth. It crunches available data and provides valuable insights to help business leaders take informed decisions while generating revenue for the company.

The tool provides analytics capability with respect to Sales, marketing and customer success. Its primary features include full funnel visibility, pipeline management, forecasting, custom rep coaching, data-driven planning & analysis, optimize demand generation, capacity planning, churn risk identification and custom attribution build.

The rapid reporting capability offer pre-built sales reports which contains the insights generated using historical CRM data. Customer success and retention forecasts are combined with sales and marketing to get a broader view on revenue operations approach.

InsightSquared Icon
Highlights
Top Processes : Forecasting,Coaching,Pipeline management
Top Features : Dashboard,Personalization,Gamification

Vendor: InsightSquared

Founded: 2010

Company Size: 101-250

HQ Location: 1 Center Plz, 3rd floor / Boston, MA 02108

Financials: Series D

iSEEit Opportunity Management

iSEEit | Opportunity Management for the B2B Complex Sale

4.46

Read Reviews
iSEEit Opportunity Management Icon

iSEEit Opportunity Management

22.31
★★★★★
★★★★★
iSEEit | Opportunity Management for the B2B Complex Sale

iSEEit is a Salesforce app for sales teams to qualify more effectively, increase sales adoption rate and close more deals.

iSEEit helps teams to follow structured sales process, it provides evidence based forecasting, it helps in identifying gaps early in the sales cycle, it tracks progress of deals, it provides detailed relationship mapping of the people who take decisions ,understanding their roles and motivation.

iSEEit’s comes with adaptable Out-of-the-box MEDDIC content, sales playbook and fully customizable dashboards for increased sales adoption rate and close more deals.

iSEEit Opportunity Management Icon
Highlights
Top Processes : Forecasting,Opportunity management,Deal management
Top Features : Dashboard

Vendor: Iseeit

Company Size: 1-10

HQ Location: 19925 Stevens Creek Boulevard, Suite 100 Cupertino, CA 95014

Financials: Private

MoData

Mo-Data | Sales Analytics & Revenue Acceleration For High Growth Companies

4.46

Read Reviews
MoData Icon

MoData

22.30
★★★★★
★★★★★
Mo-Data | Sales Analytics & Revenue Acceleration For High Growth Companies

MoData is an AI-powered sales intelligence platform designed for B2B enterprise Sales teams to help plan sales strategy and scale.

It is primarily used for Sales Pipeline Management, Account Based Sales, Deal Prediction, Sales Productivity and Sales Coaching. The MoData product provides a 360-degree view on the past, present, and future of the sales team. It also provides coaching tools for the higher management.

The AI based SaaS platform provides transparency and helps in the prediction for "Lead-to-Close-to-Renewal" workflow. It performs statistical techniques to provide historical sales trends, future forecasts, exception reporting, modeling & simulation and graphical data presentation.

Testimonials



Rob Israch

CMO

Tipalti

MoData Icon
Highlights
Top Processes : Forecasting,Account management,Pipeline management
Top Features : Dashboard,Alerts: popups & Notifications

Vendor: Mo-Data

Company Size: 51-100

HQ Location: 3333 Coyote Hill Rd, Palo Alto, California 94304, US

Financials: Private

Conga Grid

Enables Salesforce customers to manage, visualize, and navigate data

4.35

Read Reviews
Conga Grid Icon

Conga Grid

21.75
★★★★★
★★★★★
Enables Salesforce customers to manage, visualize, and navigate data

Conga Grid is an interface designed for Salesforce customers to convert Salesforce CRM data into actionable grids. It helps enhance user productivity by providing data crunching capability via features like filter, group and relationship mapping.

The software offers dynamic view option on the data with features like add/edit in place, conditional formatting, smart filters, reading panes, mass updates and batch editing, sorting and security.

Congo grid enhances execution of sales based activities, user experience and adoption with excel like capability in Salesforce with unique custom actions. It also has multiple resources, wizards and templates that help in the setup process.

Conga Grid Icon
Highlights
Top Processes : Sales document management,Sending & publishing communications,Communication management
Top Features : Recording

Vendor: Conga

Company Size: 51-100

HQ Location: 1400 Fashion Island Blvd, Suite 100, San Mateo, California 94404, US

Financials: Private

TopOPPS

TopOPPS - Artificial Intelligence for Sales & Pipeline Management

4.22

Read Reviews
TopOPPS Icon

TopOPPS

21.11
★★★★★
★★★★★
TopOPPS - Artificial Intelligence for Sales & Pipeline Management

TopOPPS is a sales analytics platform for sales teams to increase revenue, close deals faster and reducing sales cycle.

TopOPPS primarily helps in sales forecasting sales pipeline management, sales guidance, coaching and training and automated sales activity capture.

TopOPPS uses artificial intelligence for sales forecasting, sales pipeline management, sales guidance, coaching and training and automated sales activity capture.

TopOPPS Icon
Highlights
Top Processes : Forecasting,Pipeline management,Lead analytics
Top Features : Personalization,Alerts: popups & Notifications,Dashboard

Vendor: TopOPPS

Founded: 2014

Company Size: 11-50

HQ Location: St. Louis, MO

Financials: Private

Firstrain

FirstRain | Sales and marketing intelligence to increase customer engagement and grow revenue

4.21

Read Reviews
Firstrain Icon

Firstrain

21.05
★★★★★
★★★★★
FirstRain | Sales and marketing intelligence to increase customer engagement and grow revenue

FirstRain is a sales analytics platform that uses cutting-edge AI technology to identify best opportunities, boost sales team's effectiveness, and close more deals. It helps to grow market share and increase sales and revenue.

FirstRain enables discovery and selection of information that quickens sales opportunities, helps develop market strategies, facilitates lead generation campaigns, and enables risk mitigation.

FirstRain provides powerful customer and industry business insights that integrate into CRM and is accessible through web and mobile apps. It drives GTM and account planning with market-centric analytics, and real-time competitive insights on customers, markets, strategy, and competition. It delivers market trends and product insights, equip sales teams with personalized real-time insights on accounts, territories, and verticals. It also integrates with CRM and enterprise collaboration platforms for seamless adoption across the entire team.

Firstrain Icon
Highlights
Top Processes : Competitive intelligence,Lead analytics,Sales document management
Top Features : Personalization

Vendor: Ignite Technologies

Founded: 2000

Company Size: 51-100

HQ Location: 401 Congress Ave., Suite 2650,Austin, TX 78701

Financials: Series E

QuarterOne

Sales Forecasting Software for your CRM

4.19

Read Reviews
QuarterOne Icon

QuarterOne

20.94
★★★★★
★★★★★
Sales Forecasting Software for your CRM

QuarterOne is a reporting and forecasting software for sales, finance teams to increase sales performance and increase revenue.

QuarterOne helps teams to generate accurate and automated forecast, it helps in tracking real time view of team, client and business performance against targets, it provides better collaboration, increased accountability. It helps teams to spot future pipeline gaps earlier, it provides accurate revenue recognition and MRR.

QuarterOne comes with integration to Hubspot, Salesforce, Pipedrive to synch the data, it offers flexible dashboards, automated forecasts to increase efficiency and revenue.

QuarterOne Icon
Highlights
Top Processes : Forecasting,Social media analytics,Social media management

Vendor: QuarterOne

Company Size: 1-10

HQ Location: Bonhill Street, London, England GB

Financials: Pre-Seed

Clickbase BI

ClickBase | Empowers people to make better decisions

4.18

Read Reviews
Clickbase BI Icon

Clickbase BI

20.88
★★★★★
★★★★★
ClickBase | Empowers people to make better decisions

Clickbase is a business intelligence tool that helps sales teams to reduce risk, increase revenue and make better decisions.

Clickbase helps teams to generate scheduled reports, it helps in analyzing month to month or even day to day sales comparisons to any level of detail and between any elements of business. It helps in knowing where expenses are being spent, by whom and when for accurate allocations across monthly departmental reports. It can track current inventory levels and it can orders pending and sales trends by individual sales rep or by specific geography or by SKU.

Clickbase comes with integration to multiple sources and formats, it enhances the power of ERP systems, It offers SharePoint integration, real-time dashboard and customizable reporting to make better decisions.

Clickbase BI Icon
Highlights
Top Processes : Helpdesk management,Competitive intelligence,Generation of new leads

Vendor: Clickbase

Company Size: 51-100

HQ Location: 1629 Race Track Road, Suite 205, Jacksonville, Florida 32259, US

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Sales Analytics Software Buyer’s Guide

Sales Analytics

What is Sales Analytics

Sales analytics is the process of using sales activities data to generate trends, insights, and to forecast sales revenue. It helps predict quota attainment and accordingly device sales strategy. For this kind of analytics to be really helpful, you need to capture large amounts of sales activity data from different pipelines and sources in the form of KPI and Metrics. But having good data is tricky because sales reps are not motivated enough to input all data into the CRM as they would rather focus their time on selling activities.

Sales analytics usually comes under the purview of sales operations. Sales Analytics can be descriptive, diagnostic, predictive, and prescriptive. Common sales metrics tracked include sales growth, sales target, effective channels, opportunities, competitive trends, lead conversion, etc.

Good Sales Analytics strategy helps sales guys with required clarity and keeps them focussed on activities that matter to improve performance.

What is Sales Analytics Software?

Sales analytics software is primarily used to visualize your pipeline and team activities, use CRM data to forecast sales revenue, and gain insights into deals status and rep performance.

This software helps managers to create pipeline states, monitor rep engagement with each deal, and score the deals based on their chances of closing. They leverage deal health/risk scores and many other factors to accurately forecast revenue and the likely quota attainment for the reps. It also allows reps to alter assumptions of the forecast model to better match the sales behavior and market realities. This forecast can be used by sales managers to refine the sales process and to coach sales reps to improve performance by focusing on the right deals. It gives a good picture of how much revenue will come by the end of the quarter, per rep, per account, or per territory. Sales reps and sales ops also use the tool to better understand the forecast and help them to re-prioritize rep activities to increase their likelihood of hitting quota.

Sales analytics software integrates with your CRM to capture data and use it to forecast your pipeline. Sometimes business Intelligence tools that can help visualize sales data can also come under this category of sales analytics. This software helps automate the reporting, analytics, and visualization for the sales reps. They also give insights around sales data which help make more effective decisions about products, GTM strategy, customers, opportunities, etc.

Who uses Sales Analytics software?

Sales analytics software is mainly used by the sales operations team. They can also be used by the finance, marketing, and central analytics teams.

Sales Operations / Managers

Sales operations teams are mainly concerned with data completeness, data accuracy, and forecast accuracy. This software saves them a lot of time by automating the task of data completeness and maintaining CRM hygiene. It also reduces the forecast prep time, identifies deal risks, and helps automate reporting from a single source of truth and ultimately improves productivity. Instead of focusing on day to day tactics, equipped with the monthly and quarterly forecasts, they can plan better about future sales. It helps to bring all GTM teams on the same page to collectively convert accounts. They can analyze the pipeline by segment, sales rep, stage, or any custom parameter.

Marketing

Not all the data gets entered into the CRM, but this software brings together all the data across teams. Thus it brings marketing, sales, and customer success teams to collaborate together to win deals. It shows the status and risk associated with each deal so that marketing can plan ABM programs accordingly. It allows marketing teams to check their total influence on sales by channel using multi-touch attribution.

Finance

sales analytics software gives in-depth visibility into the key revenue metrics for the CFO. It identifies the deal risk at every stage to avoid quarter-end surprises, which helps finance teams to predict revenues more accurately.

Benefits of Sales Analytics Software

Increase in Revenue

Sales Analytics software helps you forecast your weekly, monthly, and quarterly revenues. They reveal gaps in sales strategy and tactics. Hence you can use these forecasts to plan better i.e. which deals to prioritize, what activities to do for each deal etc. They help sales teams to evolve the approach to hit quota and ultimately increase revenue.

Improve Sales Performance

These tools automate capturing all the sales activities and auto-update the CRM. They also use this data to generate revenue forecasts. All the manual heavy lifting is done by this software which frees up time for sales reps to focus on selling. They also provide leaderboards which keep the motivation of the team-high. More selling time and high motivation directly translate to improved performance.

Improve Sales Process

These tools give direct visibility into the sales pipeline and rep activity. They help track if each sales rep is following the playbook and thus standardize the sales process.

Improve Sales Planning

Having a good forecast means managers know what they can expect in the future in terms of revenue. Understanding what it means for accounts, geographies, product lines, etc can help plan things accordingly. If high growth is expected, hiring and marketing plans can be altered to capitalize on the growth. If a slump is forecasted, managing budgets and revenue expectations becomes extremely critical.

Improve Sales Performance

Forecasts give visibility into future revenues which helps alter sales planning accordingly. On the ground, it directly translates to what the sales rep has to do to hit/exceed quota. Tactically, incentives, and promotions can be designed accordingly to enhance sales performance. Leaders can rally and motivate the sales team to meet targets even if the forecasts look weak.

Why Sales Analytics is Important

Why Sales Analytics is Important

Sales Forecasting

The biggest advantage of this software is to make the sales forecasting process more accurate and scientific. They do so by removing the biggest hurdles to accurate forecasting which is complete and accurate data. These tools auto-capture all this data from various sources and ensure CRM completeness. They improve the accuracy of forecasts with deal health scores, up-to-minute opportunity data, flexible forecasting (This software can be configured to use different / custom models to forecast), and parallel forecasting. They also standardize reports with win-rate reports, cycle time reports, activity by rep reports, etc. Finally, some of this software uses predictive forecasting that leverages AI and machine learning to analyze historical data to improve pipeline predictability.

Intuitively directs me to changes and trends in my Salesforce data - I live in it every day for this reason; it makes useful predictions about forecast levels and volume trends rates let's me do simple rapid analytics on my historic and future opportunities.

G C

Glenn C

VP Commercial

Deal Management

Sales Analytics software helps identify all stakeholders including sales reps, buyers, influencers, supporters, detractors, decision-makers, etc, and their sentiment (using AI) around the deal. Using historical and interaction data, they score deals based on desired parameters and define deal risk scores that indicate chances of the deal falling through. They help create a relationship map around a deal and help to make a strategy to leverage supporters and assuage detractors to increase win rates. They also have features to visualize pipelines by stages critical to your sales process.

Sales Activity Management

The biggest pain point of any sales manager is CRM data completeness. These software attack that precise problem by automatically capturing the activities from email, meetings, notes, calls, SMS, and other channels and auto-updating the CRM. Sales activity data gives insights into where the salesperson is spending his time, which deals are being prioritized, rep-deal engagement, etc. Managers now have complete visibility of the pipeline activity which can be leveraged to relook at sales strategy and tactics at a deal level.

Some software uses AI to recommend the next steps for the sales rep to follow the sales process.

The activity tracking features are the most useful for us. Not everyone in sales is diligent about logging meetings and it does a nice job grabbing all that info automatically.

R P

Ravi P

Founder

Top KPI that Sales Analytics Software impacts

  • Sales Growth
  • Sales Target
  • Sales Funnel
  • Pipeline Velocity
  • Average contract value

AI in Sales Analytics

Auto-capture and Auto-update CRM

This software can integrate with your mail, SMS, phone, etc, and AI can auto-capture sales activities from all your touchpoints with your customers and auto-update the CRM. This keeps the CRM completion rate high.

If there is one thing I could get rid of as a salesperson, it would be all the administration I have to do. Logging activities can seem like busywork, and Salesforce doesn't necessarily make that process easy. But software does. I find myself utilizing the Instant Actions multiple times a day to log phone call notes, update opportunities, and keep track of my sales activities. While I don't think I'll every avoid having to do admin work, it is taking away the pain.

G Q

Greg Q

Business Development Consultant

Predictive Forecasting

Predictive reporting uses AI and machine learning to analyze historical data to accurately predict future sales. The most advanced systems use time-series databases that can record data at scale any time it’s updated, tracking change through time, then applying AI and machine learning processes to derive insights.

Deal Scoring

The AI uses lots of data points about sales activities (like time spent on each deal, customer historical conversion rate, engagement touchpoints, etc) and historical trends to score deals in terms of likelihood to convert. Some software goes further to recommend the next steps to improve the deal health scores.

Deal Level Recommendations

AI can be used to determine deal level recommendations for the next steps to be taken by sales guys to improve deal conversation rates.

Easy to review pipeline with team and make recommendations on how to push deals to closure.

S L

Steve L

Director of Sales

Other Features of Sales Analytics Software

Data visualization

This is one of the most powerful features of analytics software. Managers can visualize sales KPIs and metrics in any way they want. They can create multiple dashboards for multiple teams and have custom metrics tailored for that team's requirements. Top capabilities include a wide range of charts, graphs, scorecards, dashboards, real-time updates, segmentation, data exporting, etc . Reporting can be customized and collaborative. Some tools even allow predictive analytics by analyzing current and historical trends.

How Sales Analytics software differentiate themselves

The software differentiates themselves mainly on technology (how well they use AI).

Different software uses AI differently to deeply integrate with your existing systems (email, SMS, calls, etc) to capture data sales activity accurately and make a bottom-up accurate forecast, thus eliminating manual process in forecasting. AI is leveraged across the sales process to identify time-wasters and automate them improving sales productivity

Secondly, how many software they can integrate with. For example, Topopps has a lot of integrations with enablement, engagement, solutions, etc apart from usual CRM tools to better capture sales activity data which it can further use to refine prediction models.

Some software standout in their data visualization capabilities. They have a lot more options in terms of dashboards, charts, graphs and flexibility in which they can combine data and visualize it. This can be really powerful to do detailed analytics and structure a narrative around sales activities.

How to Choose Right Sales Analytics Software

Size of the Organization

When the organization gets large and there are multiple sales teams, each team uses its own forecasting solution and methodology to project revenues. This practice usually leads to inaccurate estimates of revenue and quota numbers are not hit. If you want to bring the organization on one page, use the same methodology across teams and forecasts are much more consistent. Hence sales analytics software makes more sense for larger organizations with >30+ sales reps, stable product, and sales, consistent target customer, etc. Smaller organizations can make do with CRM or basic excel capabilities.

Business Requirements

Sales teams facing some of the following problems should consider buying sales analytics tools

  • Too much time spent in capturing sales activities data
  • Incomplete CRM data
  • A lot of manual work in getting sales forecasts done
  • No transparency/consistency in sales forecasting across sales teams
  • No single source of truth for data used to make the forecast
  • Poor macro of the pipeline activity
  • A lot of quarterly business review QBR questions are answered on gut feel and not data
  • Lack of transparency

Horizontal Solutions vs Point Products

Pointed solutions include software that is meant only for sales analytics purposes like Clari, Topopps, Looker, etc. While horizontal solutions include software that offers sales analytics capabilities as an additional feature while it’s mainly designed for other use cases like CRM are mainly designed for pipeline management but also offers sales analytics capabilities.

As a company, if you already have a CRM with a large sales fleet and are looking for more specialized needs around analytics (like better forecast accuracy, custom forecasting models, auto-capture/update CRM data, etc), it is recommended to buy analytics software.

Integration

To make full use of sales analytics software, the entire organization data should easily flow into the tool in the desired format. This could mean changes in the way data is currently handled, readying it for the tool or generating new data for the tool. This also implies that existing systems need to be integrated with the tool and it can be time-consuming. Making the sales analytics tool successful is an enterprise-wide commitment. Make sure you are ready for that.

Challenges in Adopting Sales Analytics Software

The biggest challenge with sales analytics solutions is that it is hard to establish an ROI on the purchase. It is hard to estimate how much time and (manual) effort it saved for sales guys, and how much of that got translated to selling activities and ultimately revenue.

Other main concerns users pointed out were around data security and privacy as permissions and access control were not complete.

Some of these analytics solutions integrate with your engagement, enablement and commission tools. Depending on all the integrations and customizations, time to value can range from a month to three months.

Which of these 47 Sales Analytics software fit your needs?

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47 Sales Analytics Software

Clari

Connected Revenue Operations Platform that tracks the history of all revenue data—from CRM, emails

4.62

Read Reviews
Clari Icon

Clari

4.62
★★★★★
★★★★★
Connected Revenue Operations Platform that tracks the history of all revenue data—from CRM, emails

Clari is a connected revenue operation platform for sales, marketing, operations, finance and customer success teams to forecast accurately, identify pipeline risk, improve customer engagement, operational reporting. It helps to grow revenue and increase upsell opportunity.

Highlights
Top Business Usecases : Forecasting,Pipeline management,Engagement management
Top Features : Dashboard,Recording,Predictive analytics
Clari Icon

Vendor: Clari

Founded: 2012

Company Size: 51-100

HQ Location: 1154 Sonora Court Sunnyvale, CA 94086

Financials: Series C

Saleschoice BI

SalesChoice | Predictive Sales Analytics Software

4.50

Read Reviews
Saleschoice BI Icon

Saleschoice BI

4.50
★★★★★
★★★★★
SalesChoice | Predictive Sales Analytics Software

SalesChoice is a cognitive sciences AI-based sales analytics platform for sales teams to reduce cost of sales and increase revenue.

Highlights
Top Business Usecases : Account management,Forecasting,Lead scoring
Top Features : Predictive analytics,Dashboard,Personalization
Saleschoice BI Icon

Vendor: Saleschoice

Founded: 2012

Company Size: 11-50

HQ Location: 2300 Yonge Street, Suite 1600, Toronto, Ontario, Canada – M4P 1E4

Financials: Private

InsightSquared

Revenue Operations for Predictable Growth

4.48

Read Reviews
InsightSquared Icon

InsightSquared

4.48
★★★★★
★★★★★
Revenue Operations for Predictable Growth

InsightSquared is an AI-powered revenue intelligence software designed to help businesses optimize revenue operations and drive growth. It crunches available data and provides valuable insights to help business leaders take informed decisions while generating revenue for the company.

Highlights
Top Business Usecases : Forecasting,Coaching,Pipeline management
Top Features : Dashboard,Personalization,Gamification
InsightSquared Icon

Vendor: InsightSquared

Founded: 2010

Company Size: 101-250

HQ Location: 1 Center Plz, 3rd floor / Boston, MA 02108

Financials: Series D

iSEEit Opportunity Management

iSEEit | Opportunity Management for the B2B Complex Sale

4.46

Read Reviews
iSEEit Opportunity Management Icon

iSEEit Opportunity Management

4.46
★★★★★
★★★★★
iSEEit | Opportunity Management for the B2B Complex Sale

iSEEit is a Salesforce app for sales teams to qualify more effectively, increase sales adoption rate and close more deals.

Highlights
Top Business Usecases : Forecasting,Opportunity management,Deal management
Top Features : Dashboard
iSEEit Opportunity Management Icon

Vendor: Iseeit

Company Size: 1-10

HQ Location: 19925 Stevens Creek Boulevard, Suite 100 Cupertino, CA 95014

Financials: Private

MoData

Mo-Data | Sales Analytics & Revenue Acceleration For High Growth Companies

4.46

Read Reviews
MoData Icon

MoData

4.46
★★★★★
★★★★★
Mo-Data | Sales Analytics & Revenue Acceleration For High Growth Companies

MoData is an AI-powered sales intelligence platform designed for B2B enterprise Sales teams to help plan sales strategy and scale.

Highlights
Top Business Usecases : Forecasting,Account management,Pipeline management
Top Features : Dashboard,Alerts: popups & Notifications
MoData Icon

Vendor: Mo-Data

Company Size: 51-100

HQ Location: 3333 Coyote Hill Rd, Palo Alto, California 94304, US

Financials: Private

Rocket Notes

Relationship Marketing for Mailboxes

4.45

Read Reviews
Rocket Notes Icon

Rocket Notes

4.45
★★★★★
★★★★★
Relationship Marketing for Mailboxes
Highlights
Top Business Usecases : Engagement management,Engaging and following up,Contact list management
Top Features : Personalization
Rocket Notes Icon

Vendor: Rocket Notes

Company Size: 11-50

HQ Location: 96 N 1800 W #11, Lindon, UT 84042, US

Financials: Private

Webtrends Analytics For Sharepoint Icon

Webtrends Analytics For Sharepoint

4.38
★★★★★
★★★★★
Webtrends
Highlights
Top Business Usecases : Engagement management,Engaging and following up,Social media analytics
Top Features : Dashboard
Webtrends Analytics For Sharepoint Icon

Vendor: Webtrends

Founded: 1993

Company Size: 251-500

HQ Location: 111 SW 5th Ave, Suite 3200 Portland, OR 97204

Financials: M&A

Conga Grid

Enables Salesforce customers to manage, visualize, and navigate data

4.35

Read Reviews
Conga Grid Icon

Conga Grid

4.35
★★★★★
★★★★★
Enables Salesforce customers to manage, visualize, and navigate data

Conga Grid is an interface designed for Salesforce customers to convert Salesforce CRM data into actionable grids. It helps enhance user productivity by providing data crunching capability via features like filter, group and relationship mapping.

Highlights
Top Business Usecases : Sales document management,Sending & publishing communications,Communication management
Top Features : Recording
Conga Grid Icon

Vendor: Conga

Company Size: 51-100

HQ Location: 1400 Fashion Island Blvd, Suite 100, San Mateo, California 94404, US

Financials: Private

TopOPPS

TopOPPS - Artificial Intelligence for Sales & Pipeline Management

4.22

Read Reviews
TopOPPS Icon

TopOPPS

4.22
★★★★★
★★★★★
TopOPPS - Artificial Intelligence for Sales & Pipeline Management

TopOPPS is a sales analytics platform for sales teams to increase revenue, close deals faster and reducing sales cycle.

Highlights
Top Business Usecases : Forecasting,Pipeline management,Lead analytics
Top Features : Personalization,Alerts: popups & Notifications,Dashboard
TopOPPS Icon

Vendor: TopOPPS

Founded: 2014

Company Size: 11-50

HQ Location: St. Louis, MO

Financials: Private

Firstrain

FirstRain | Sales and marketing intelligence to increase customer engagement and grow revenue

4.21

Read Reviews
Firstrain Icon

Firstrain

4.21
★★★★★
★★★★★
FirstRain | Sales and marketing intelligence to increase customer engagement and grow revenue

FirstRain is a sales analytics platform that uses cutting-edge AI technology to identify best opportunities, boost sales team's effectiveness, and close more deals. It helps to grow market share and increase sales and revenue.

Highlights
Top Business Usecases : Competitive intelligence,Lead analytics,Sales document management
Top Features : Personalization
Firstrain Icon

Vendor: Ignite Technologies

Founded: 2000

Company Size: 51-100

HQ Location: 401 Congress Ave., Suite 2650,Austin, TX 78701

Financials: Series E

QuarterOne

Sales Forecasting Software for your CRM

4.19

Read Reviews
QuarterOne Icon

QuarterOne

4.19
★★★★★
★★★★★
Sales Forecasting Software for your CRM

QuarterOne is a reporting and forecasting software for sales, finance teams to increase sales performance and increase revenue.

Highlights
Top Business Usecases : Forecasting,Social media analytics,Social media management
QuarterOne Icon

Vendor: QuarterOne

Company Size: 1-10

HQ Location: Bonhill Street, London, England GB

Financials: Pre-Seed

Clickbase BI

ClickBase | Empowers people to make better decisions

4.18

Read Reviews
Clickbase BI Icon

Clickbase BI

4.18
★★★★★
★★★★★
ClickBase | Empowers people to make better decisions

Clickbase is a business intelligence tool that helps sales teams to reduce risk, increase revenue and make better decisions.

Highlights
Top Business Usecases : Helpdesk management,Competitive intelligence,Generation of new leads
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Vendor: Clickbase

Company Size: 51-100

HQ Location: 1629 Race Track Road, Suite 205, Jacksonville, Florida 32259, US

Collective[i] Intelligence

Collective Intelligence | network of sales activity data combined with Artificial Intelligence and predictive technology

4.68

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Collective[i] Intelligence

4.68
★★★★★
★★★★★
Collective Intelligence | network of sales activity data combined with Artificial Intelligence and predictive technology

Collective[i] Intelligence hosts one of the largest networks of sales data that is combined with AI and Predictive Analytics to create intelligence to improve B2B selling. It provides a set performance optimization applications, which use a combination of advanced analytics and decision support tools to dramatically improve the performance of sales, marketing, customer service and customer support teams.

Highlights
Top Business Usecases : Forecasting,Collaboration,Account management
Top Features : Alerts: popups & Notifications,Personalization
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Vendor: Collective[i]

Company Size: 51-200

HQ Location: 450 Park Ave South 3rd Floor New York, NY 10016

Financials: NA

GridBuddy

Inline editing, filtering & sorting on a single grid

4.56

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GridBuddy

4.56
★★★★★
★★★★★
Inline editing, filtering & sorting on a single grid

Gridbuddy is a sales enablement app and productivity tool for all users of Salesforce. It helps to manage all data, improve data quality, improve CRM user adoption and increase sales.

Highlights
Top Business Usecases : Forecasting,Engagement management,Engaging and following up
Top Features : Recording
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Vendor: validity

Company Size: 201-500

HQ Location: 200 Clarendon St, Boston, Massachusetts 02116, US

Financials: Private

UPilot

CRM that salespeople want to use gives genuine insights that executives need to grow the business

4.50

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UPilot

4.50
★★★★★
★★★★★
CRM that salespeople want to use gives genuine insights that executives need to grow the business
Highlights
Top Business Usecases : Contact list management,Engagement management,Engaging and following up
Top Features : Templates
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Vendor: UPilot

HQ Location: 530 Lakeside Dr, Sunnyvale, California 94085, US

Hubspot Sales Hub

Fully featured Sales CRM and Sales Engagement Software

4.47

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Hubspot Sales Hub

4.47
★★★★★
★★★★★
Fully featured Sales CRM and Sales Engagement Software

HubSpot sales hub is a sales service platform for sales teams which helps them to get all sales activities organized in one place. Using Hubspot sales teams can get lead notifications, automate tracking of all sales interactions.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Templates,Personalization,Alerts: popups & Notifications
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Vendor: HubSpot

Founded: 2006

Company Size: 1001-5000

HQ Location: 25 First Street, 2nd Floor Cambridge, MA 02141 United States

Financials: IPO

Ebsta Team

Relationship Intelligence for Salesforce

4.45

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Ebsta Team

4.45
★★★★★
★★★★★
Relationship Intelligence for Salesforce
Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Recording,Personalization,Templates
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Vendor: Ebsta

Founded: 2012

Company Size: 51-100

HQ Location: Congress House, Great Russell St,Bloomsbury, London WC1B 3LS UK

Financials: Private

Salesloft

Sales Engagement platform for creating better buying experiences and closing more revenue.

4.39

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Salesloft

4.39
★★★★★
★★★★★
Sales Engagement platform for creating better buying experiences and closing more revenue.

Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue. The Modern Revenue Workspace™ by Salesloft is the one place for sellers to execute all of their digital selling tasks, communicate with buyers, understand what to do next, and get the coaching and insights they need to win.

Highlights
Top Business Usecases : Engagement management,Engaging with scheduling & cadence,Communication management
Top Features : Personalization,Templates,Recording
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Vendor: Salesloft

Founded: 2011

Company Size: 251-500

HQ Location: 1180 West Peachtree Street NW Suite 600 Atlanta, GA 30309

Financials: Series D

People.Ai

AI-Powered Sales Productivity Technology with Revenue Intelligence

4.36

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People.Ai

4.36
★★★★★
★★★★★
AI-Powered Sales Productivity Technology with Revenue Intelligence

People.Ai is a Revenue Intelligence software for marketing, sales leaders, sales operations and customer success. It uses AI to unlock accurate attribution to events and campaigns, improve ABM targeting and increase visibility into the buying funnel. The power is to increase the sales team’s productivity, unlock hidden coaching opportunities, and gain actionable deal level visibility into the sales pipeline and also to Accelerate Customer-Facing Team’s Productivity, Increase Reporting Accuracy, Improve CRM Data Quality, and Gain Visibility across the Entire Customer Lifecycle.

Highlights
Top Business Usecases : Contact list management,Coaching,Engagement management
Top Features : Capture contact,Capture activity,Recording
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Vendor: People.Ai

Founded: 1989

Company Size: 101-250

HQ Location: 475 Brannan St Suite 320 San Francisco, CA 94107

Financials: Series C

Sales Sling

Sales Engagement tool that convert more leads to sales

4.32

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Sales Sling

4.32
★★★★★
★★★★★
Sales Engagement tool that convert more leads to sales

Sales Sling is a cloud auto dialer and lead management software designed for sales professionals and call center to help monitor and manage employees.

Highlights
Top Business Usecases : Sales call management,Call recording,Helpdesk management
Top Features : Recording,Dashboard,Gamification
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Vendor: SalesSling.com

Company Size: NA

Financials: NA

Cien

Sales Enablement tool to maximize CRM value and accelerate sales performance

4.24

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Cien

4.24
★★★★★
★★★★★
Sales Enablement tool to maximize CRM value and accelerate sales performance

Cien is an AI powered mobile based sales productivity tool designed for sales professionals to help achieve target numbers. It helps identify skills, behaviors and opportunities which can be worked upon by the sales reps to enhance their performance and achieve quotas.

Highlights
Top Business Usecases : Coaching,Forecasting,Account management
Top Features : Personalization
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Vendor: Cien

Company Size: 11-50

HQ Location: 1815 Purdy Ave, Miami Beach, FL 33139, U.S.A.

Financials: Seed

Optymyze

Sales Performance Management & Compensation software

4.20

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Optymyze

4.20
★★★★★
★★★★★
Sales Performance Management & Compensation software

Optymyze is an integrated sales performance and operations management software used by the organizations to transform sales operations goals, strategy and compensation management.

Highlights
Top Business Usecases : Performance management,Engaging and following up,Engagement management
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Vendor: Optymyze

Company Size: 501-1000

HQ Location: Claymont, Delaware US

Financials: Private

SAP Sales Cloud

Sales engagement software delivering 360-degree view of every customer and interaction

4.18

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SAP Sales Cloud

4.18
★★★★★
★★★★★
Sales engagement software delivering 360-degree view of every customer and interaction

SAP Sales Cloud is a Sales Automation Software that helps organizations connect and guide customers throughout their buying journey. It empowers organizations to leverage insights, drive growth, and build lasting customer relationships. Also, streamlines and automates basic selling processes and enables dealers with insightful suggestions. It helps to increase sales and revenue, improve stakeholder relations, and improve internal communications.

Highlights
Top Business Usecases : Forecasting,Engagement management,Sales document management
Top Features : Dashboard,Alerts: popups & Notifications,Personalization
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Vendor: SAP

Founded: 1972

Company Size: 10001+

HQ Location: 3999 West Chester Pike, Newtown Square, PA 19073, USA

Financials: IPO

CloudApps

Increase Sales Performance with SuMo Motivate from CloudApps

4.00

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CloudApps

4.00
★★★★★
★★★★★
Increase Sales Performance with SuMo Motivate from CloudApps

CloudApps is a sales effectiveness and accuracy platform designed for sales managers to help predict and enhance sales. It takes a data driven approach to close on the deals and add to the win rate.

Highlights
Top Business Usecases : Coaching,Forecasting,Lead qualification
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Vendor: CloudApps

Company Size: 11-50

HQ Location: 2 Winnersh Fields, Gazelle Close, Winnersh, Berkshire RG41 5QS United Kingdom

Financials: Private