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Customer Revenue Optimization reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Best Customer Revenue Optimization Software

    Customer revenue optimization (CRO) software helps sales organizations increase revenue from key accounts by aligning with other customer-facing functions, such as marketing and customer service, to become an extended revenue team. The software harnesses knowledge from throughout the business to understand customer needs and deliver outcomes that fulfill them at any point of contact. This maximizes the vendor’s revenue per customer by maintaining an active relationship throughout the customer life cycle.

    An evolution of CRM software, CRO relies on data from that system to fuel intelligent interactions. Tools within a customer revenue optimization system may include relationship maps and organizational charts, sales analytics, customer account planning, automated deal renewal, or other applications that support winning bigger deals through better understanding of the customer.

    Sales teams are the primary beneficiaries of a CRO implementation, and are usually the ones who are considered to “own" it. However, like CRM, it becomes more useful with greater levels of adoption. The software can surface more insights and recognize more opportunities when it has more interaction data to digest.

    To qualify for inclusion in the Customer Revenue Optimization category, a product must:

    Integrate with a company’s CRM software
    Provide customer data, communication tools, and automations for managing customer interactions at all points
    Map revenue team activities to customer outcomes
    Leverage CRM data via algorithms or AI for insights about sales team effectiveness, forecast accuracy, and revenue attainment

    Top 6 Customer Revenue Optimization Software

    • Gainsight
    • ClosePlan
    • Altify
    • Kapta
    • Catalyst
    • Revegy

    Compare Customer Revenue Optimization Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (738)4.4 out of 5
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    About Gainsight®: Gainsight’s innovative customer-centric technology is driving the future of customer success. The company’s Customer Cloud offers a powerful set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together enable businesses to put the customer at the center of everything they do. Companies that use Gainsight grow net retention by up to 33 percent. Learn how leading companies like Okta, SAP Concur, and

    (69)4.8 out of 5
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    ClosePlan is a revenue optimization application built natively in Salesforce. ClosePlan helps sales teams to execute their path to close with Relationship Maps, Deal Scorecards and Sales Playbooks. Relationship Maps allow you to create org charts using your existing Salesforce contacts. Deal Scorecards automate you opportunity qualification process based on any sales methodology. Sales Playbooks guide your team through your sales process and methodology.

    (40)4.3 out of 5
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    Upland Altify (formerly Altify) is the Customer Revenue Optimization company - Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Upland Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success.

    (12)4.6 out of 5

    Kapta is key account management software that reduces churn and drives organic growth. Kapta's software, and our KAM Process, allow Account Management and Customer Success leaders to answer 3 critical questions about their customers: 1) Which customers are healthy and which are at risk? 2) Do we have actionable and accountable plans (growth plans, save plans, close plans) in place with each strategic account? 3) How do we measure and communicate value to customers?

    (59)4.7 out of 5

    Catalyst is the most intuitive Customer Success Platform (CSP) on the market, backed by the world's leading investors. Previously, our founder built a highly effective Customer Success organization for one of the fastest-growing cloud companies. Catalyst integrates with all the tools you’re already using to provide one centralized view of customer data. Customer Success Managers can proactively take the right actions to prevent churn, such as receiving automated alerts when a customer is not us

    (21)4.5 out of 5
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    Revegy is the leading revenue optimization platform for key account management. We help sales organizations understand complex relationships, navigate competing interests, and identify white space where they can add value, making it easier to see the way to win and retain business. Through intelligence-driven account and opportunity planning, Revegy helps companies visually see the areas where they can add value to prospects and customers. With a clear path to revenue, sales leaders are able t

    (8)5.0 out of 5
    Entry Level Price:$10 Per User Per User

    Squivr Enables Sales and Customer Success: Map your sales methodology to optimize revenue. You can now map your success and sales methodology in Salesforce to enhance your ability to predict, forecast, analyze, and drive success. Squivr provides an intuitive framework for mapping your best practices and makes it very easy to gain insight around your KPIs and business criteria. Org Chart will enable your team to better understand who your company is working with, what level of the relations

    (14)4.6 out of 5

    Kizen’s founders have been providing marketing, sales, and operational consulting since 2003 to some of the biggest and fastest growing companies in the world. In 2018, after using 200 legacy providers for over 15 years, Kizen's founders decided the status quo sales and marketing technology simply wasn’t good enough. Kizen is the first platform to seamlessly integrate and coordinate the essential sales and marketing technologies so companies can grow smarter, save time, and deliver personalized

    (11)3.6 out of 5

    Upland RO Innovation is a leading customer reference management solution, helping enterprises harness the voice of the customer in sales and marketing initiatives to win new business faster. A central repository of reference customer contact details and content enables sales with the most effective reference materials at every stage of the sales cycle. Workflows streamline reference request approvals, tracking prevents reference overuse, and microsites simplify content sharing, while real-time a

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    Cerebri AI personalizes the enterprise by combining the power of machine learning and cloud computing to monetize brand commitment for financial results.

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    DemandFarm is a software product to manage and grow Key Accounts in B2B companies. DemandFarm helps organizations sow, nurture and harvest the richest possible relationship with Key Accounts. We call it FARmING® your Key Accounts. Unlock the true potential of your Key Accounts 1. Greater Visibility of Key Accounts to Leadership 2. Increased efficiency of Account Managers 3. Institutionalize Account Management through best practices woven in to DemandFarm

    (2)5.0 out of 5

    The Most Intuitive & Collaborative Sales Acceleration Platform on The Market

    (41)4.0 out of 5
    Entry Level Price:$3,500 per month

    Kapost is a B2B Marketing Operating System that enables marketers to manage the marketing function amid the complexity of the digital age. Kapost aligns your organization's teams, tools and channels, so you can effectively execute, distribute and analyze content and campaigns across your buyer’s journey.

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    It’s Time to Optimize Sales Execution and Salesforce® Adoption If you pull back the curtains and really study today’s highest performing sales teams, you’ll find they all have something important in common – a well-defined sales process that leaves no room for misalignment, inefficiency and guesswork.

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    Check out the G2 Grid® for the top Customer Revenue Optimization Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
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