# Best Customer Revenue Optimization (CRO) Software - Page 2

## How Many Customer Revenue Optimization (CRO) Software Products Does G2 Track?

**Total Products under this Category:** 68

### Category Stats (Aug 2026)

- **Average Rating:** 4.6/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Oliv AI (+1.36%) - Among all products in this category, Oliv AI recorded the largest rating increase compared to last month

_Last updated: August 06, 2026_

## How Does G2 Rank Customer Revenue Optimization (CRO) Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 19,700+ Authentic Reviews
- 68+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Customer Revenue Optimization (CRO) Software
 ![G2 Grid® for Customer Revenue Optimization (CRO) Software plotting products by satisfaction and market presence](https://www.g2.com/categories/customer-revenue-optimization/grids.png?focus%5B%5D=7788&focus%5B%5D=3054&focus%5B%5D=24723&focus%5B%5D=24829&focus%5B%5D=1202953&focus%5B%5D=155339&focus%5B%5D=70836&focus%5B%5D=130126)

Highlighted products: Clari, Gainsight Customer Success, ChurnZero, Planhat, Aligned, Accord, Vitally, and Terret.ai.

Underlying data: [Grid® JSON](https://www.g2.com/categories/customer-revenue-optimization/grids.json?focus%5B%5D=clari&focus%5B%5D=gainsight-customer-success&focus%5B%5D=churnzero&focus%5B%5D=planhat&focus%5B%5D=teamaligned&focus%5B%5D=accord-accord&focus%5B%5D=vitally&focus%5B%5D=terret-ai)

**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 website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2050&secure%5Bchosen_at%5D=2026-08-07T23%3A54%3A23Z&secure%5Bdisplayable_resource_id%5D=2050&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2050&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&secure%5Bresource_id%5D=2050&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcustomer-revenue-optimization%3Fcategoryid%3D2826672%25253Freference%25253Dtwitter%26page%3D2%26reference%3Dtwitter&secure%5Btoken%5D=e623e380db6ea797209a83273264c24a12d7fc7d5e7a48479729b774284cb639&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2025%2F01%2Fcc18428e-ee7e-0010-bca6-c68f7e60039b.html%3Fcampaigncode%3DCRM-YD25-CEX-407334%26source%3DSALES-click-campaign-G2&secure%5Burl_type%5D=custom_url)

### [Altify](https://www.g2.com/products/altify/reviews)

Altify is a Salesforce-native, AI-enhanced solution that helps B2B sales teams win bigger, faster, and drive more predictable revenue. It's designed for revenue teams who want to align their sales execution with customer needs, directly within Salesforce CRM. Altify provides the solutions to map key relationships, uncover business insights, and manage deals from beginning to end, all while maximizing account growth. Our enterprise-grade platform integrates proven methodologies with intelligent automation to drive consistent revenue growth and sales performance. Since 2005, Altify has empowered sales professionals in companies such as AWS, Apple, Lumen, Honeywell and Salesforce to achieve maximum sales performance through proven account planning, opportunity management, and sales process best practices.

**Average Rating:** 4.2/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate Altify?

- **Quality of Support:** 8.7/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.4/10 (Category avg: 8.4/10)
- **Playbooks:** 7.5/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Altify?

- **Seller:** [Altify](https://www.g2.com/sellers/altify)
- **Year Founded:** 2005
- **HQ Location:** San Jose, CA
- **Twitter:** @altifyinc  
5,242 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13662d936912025481dcc5903e2a399de51a6f49010802d445aef9e5fb908416&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faltify%2F&secure%5Burl_type%5D=linkedin_company_website)  
111 employees on LinkedIn®
- **Phone:** +1 866 570 3836

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 54% Large, 38% Medium

#### What Do G2 Reviewers Say About Altify?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **responsive customer support** of Altify, praising their quick and effective assistance when needed.
- Users find Altify's **account management capabilities** valuable for enhancing salesforce adoption and streamlining account planning.
- Users highlight the **ease of use** of Altify, appreciating its user-friendly interface and responsive support.
- Users appreciate the **efficiency** of Altify, finding it user-friendly and excellent for optimizing sales processes.
- Users value the **AI-driven insights** of Altify, enhancing decision-making and deal management for their teams.

##### Cons

- Users find the **interface not intuitive** , with complex navigation and hidden key details affecting usability.
- Users find the **UI/UX too complex** , suggesting that navigation could be much simpler for a better experience.
- Users find the **cost structure steep** for small companies, making it a less viable option for them.
- Users find the **learning curve challenging** , with limited functionality making it harder to navigate Altify effectively.
- Users find the **learning difficulty** of Altify challenging due to its limited functionality and complex interface.

#### What Are Recent G2 Reviews of Altify?

**["One of the most seamless softwares Ive used!"](https://www.g2.com/survey_responses/altify-review-10832151)**

**Rating:** 4.0/5.0 stars

_— Verified User in Health, Wellness and Fitness_

[Read full review](https://www.g2.com/survey_responses/altify-review-10832151)

**["Excellent and Supportive Vendor"](https://www.g2.com/survey_responses/altify-review-9819184)**

**Rating:** 5.0/5.0 stars

_— Joel V._

[Read full review](https://www.g2.com/survey_responses/altify-review-9819184)

#### What Are G2 Users Discussing About Altify?

- [How do you use Altify?](https://www.g2.com/discussions/how-do-you-use-altify)
- [What is the use of Altify?](https://www.g2.com/discussions/what-is-the-use-of-altify)
- [How much does Altify cost?](https://www.g2.com/discussions/how-much-does-altify-cost)
- [What does Altify do?](https://www.g2.com/discussions/what-does-altify-do)

### [Prolifiq.ai CRUSH](https://www.g2.com/products/prolifiq-ai-crush/reviews)

CRUSH simplifies key account management and stakeholder mapping within your CRM. Account plans are often built in slide decks, spreadsheets, or regular documents that become outdated, stale, and inaccessible. Understand "who is who" within complex accounts and how to leverage those relationships to capture low-hanging fruit from cross-seling or upselling additional products or services. Create key dates and tasks specific to account plan objectives so your entire team is aligned. Keep sales reps on target, on time, and on track toward quota. ✔ CRUSH Relationship Map - Easily identify, reach, and engage key stakeholders to progress key deals and penetrate your largest customers for expansion opportunities. Leverage reports to proactively identify stakeholders you need to engage based on deals you've won in the past, and deals at risk due to limited support. ✔ CRUSH Reports and Dashboards - Understand from a leadership perspective how opportunity plans are impacting win rates and sales cycles, what your best reps do differently, along with a high-level overview of how your team is helping key accounts hit goals, milestones, and key objectives. ✔ CRUSH Account Score - The Account Plan Health Score is a dynamic measurement of progress related to tasks, objectives, goals, and milestones agreed upon by your team and the customer. Proactively get ahead of accounts at risk of churning and improve how quickly customers see the value. ✔ CRUSH White Space - With 1-2 clicks, quickly understand which accounts are more likely to buy and what products or services you can cross-sell or upsell with a visual and dynamic white space chart. ✔ CRUSH Tasks - Streamline collaboration and hold team members accountable within Salesforce. ✔ CRUSH SWOT Analysis - Quickly visualize your strengths, weaknesses, opportunities, and threats to improving growth strategies and tactics. ✔ Team Selling - Provide visibility into key new log pursuits and key accounts between contributors, managers, and senior leadership with living, breathing plans that are consistently worked on in Salesforce. ✔ Collaborate with Customers - Easily export exiting plans into a PDF or PPT for account reviews, QBRs, and more. CRUSH brings account and opportunity planning into Salesforce so that your company owns the data that will drive strategy and execution.

**Average Rating:** 4.7/5.0

**Total Reviews:** 53

#### How Do G2 Users Rate Prolifiq.ai CRUSH?

- **Quality of Support:** 9.8/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 9.2/10 (Category avg: 8.4/10)
- **Playbooks:** 7.7/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Prolifiq.ai CRUSH?

- **Seller:** [Prolifiq Software](https://www.g2.com/sellers/prolifiq-software)
- **Year Founded:** 1999
- **HQ Location:** Beaverton, OR
- **Twitter:** @PROLIFIQAPPS  
514 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2ebcdbc1b20f29ad877144ce712ca85ca54510cdb398c8fa301a23f76af666f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprolifiqapps%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®
- **Phone:** 503-684-1415

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 62% Medium, 25% Small

#### What Are Recent G2 Reviews of Prolifiq.ai CRUSH?

**["Intuitive and Flexible"](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-9886657)**

**Rating:** 5.0/5.0 stars

_— Jozlyn B._

[Read full review](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-9886657)

**["Prolifiq Relationship Map powerful tool for stakeholder in Salesforce.com"](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-10002119)**

**Rating:** 4.0/5.0 stars

_— Henk H._

[Read full review](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-10002119)

#### What Are G2 Users Discussing About Prolifiq.ai CRUSH?

- [What is Prolifiq.ai CRUSH used for?](https://www.g2.com/discussions/what-is-prolifiq-ai-crush-used-for)

### [Squivr](https://www.g2.com/fr/products/squivr/reviews)

Squivr : Excellence en matière de revenus grâce à une planification de compte et une gestion des relations plus intelligentes, le tout à l'intérieur de Salesforce Libérez la puissance de la planification de compte et de la gestion des relations sans jamais quitter Salesforce. Squivr permet à toute votre équipe de revenus de collaborer, de planifier des stratégies et d'exécuter directement au sein de votre CRM pour optimiser le succès et accélérer la croissance. 🔹 Suite de gestion des relations (RM) : ArcGroups + ArcSight Améliorez la performance de l'équipe de revenus et renforcez les relations clés avec Squivr ArcSight. Obtenez une visibilité sur les contacts et les scores d'engagement Suivez les membres de l'équipe de compte et les relations avec les contacts clients clés Gérez les partenaires stratégiques, fournisseurs et d'implémentation à travers les comptes et les contacts 🔹 Suite de planification de compte (AP) : Playbooks, plans d'action et analyse des espaces blancs Transformez votre « Plan de succès » en Salesforce. Squivr transforme votre CRM d'un système d'enregistrement en un système d'action, permettant à votre équipe de : Cartographier et opérationnaliser votre méthodologie de vente pour les nouveaux revenus et les renouvellements Identifier les opportunités de vente croisée et de montée en gamme avec une analyse avancée des espaces blancs Comprendre les revenus par compte et par famille de produits Classer et prioriser les comptes tout au long du cycle de vie du client Avec Squivr, vos équipes peuvent visualiser les dépenses totales par compte, découvrir des informations sur la part de portefeuille et prévoir et stimuler la croissance en toute confiance, le tout depuis Salesforce. Alignez-vous. Améliorez la prévisibilité. Accélérez le succès. C'est la puissance de Squivr.

**Average Rating:** 5.0/5.0

**Total Reviews:** 57

#### How Do G2 Users Rate Squivr?

- **Qualité du support:** 10.0/10 (Category avg: 9.3/10)
- **Identification des opportunités:** 9.7/10 (Category avg: 8.4/10)
- **Livres de jeu:** 9.9/10 (Category avg: 8.5/10)
- **Quel est le retour sur investissement estimé par votre organisation pour the product (délai de rentabilité en mois)?:** 5.7/10 (Category avg: 10/10)

#### Who Is the Company Behind Squivr?

- **Vendeur:** [Squivr](https://www.g2.com/fr/sellers/squivr)
- **Année de fondation:** 2018
- **Emplacement du siège social:** Denver, CO
- **Twitter:** @Squivr1  
155 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=261eec09f6967d7be030df74d247c098eaf65efe8f73fe85b63ac302840c0cc2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsquivr%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employés sur LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Logiciels informatiques, Technologie de l'information et services
- **Company Size:** 42% Small, 37% Medium

#### What Do G2 Reviewers Say About Squivr?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs louent Squivr pour sa **facilité d'utilisation** , simplifiant la gestion complexe des comptes avec des fonctionnalités intuitives et une intégration transparente avec Salesforce.
- Les utilisateurs trouvent Squivr très **efficace** , rationalisant le suivi des données et la cartographie des parties prenantes au sein de Salesforce pour un flux de travail sans heurts.
- Les utilisateurs trouvent l'interface de Squivr **intuitive** , facilitant une navigation fluide et améliorant la collaboration entre les équipes de manière efficace.
- Les utilisateurs apprécient le **support client réactif** de Squivr, notant une assistance rapide et utile tout au long de leur expérience de projet.
- Les utilisateurs apprécient l' **interface intuitive et les visualisations puissantes** de Squivr, améliorant leur capacité à gérer des relations complexes.

##### Cons

- Les utilisateurs trouvent une **légère courbe d'apprentissage** dans la configuration des modèles et des mises en page, en particulier pour s'aligner avec les structures de Salesforce.
- Les utilisateurs rencontrent une **légère courbe d'apprentissage** lorsqu'ils configurent Squivr pour s'aligner efficacement avec les structures existantes de Salesforce.
- Les utilisateurs trouvent la **configuration difficile** de Squivr difficile, nécessitant un effort significatif de la part des administrateurs pour une configuration optimale.
- Les utilisateurs expriment des préoccupations concernant **des prévisions inexactes** , ce qui conduit à une méfiance envers les données et à une résistance de l'équipe de vente.
- Les utilisateurs notent la **personnalisation limitée** de Squivr, ce qui rend difficile l'adaptation de l'outil à des besoins spécifiques.

#### What Are Recent G2 Reviews of Squivr?

**["Organigrammes conviviaux et indépendants des objets pour les hiérarchies Salesforce"](https://www.g2.com/fr/survey_responses/squivr-review-12712910)**

**Rating:** 5.0/5.0 stars

_— Utilisateur vérifié à Médias en ligne_

[Read full review](https://www.g2.com/fr/survey_responses/squivr-review-12712910)

**["Garde nos accords sur la bonne voie, garde notre flux de revenus en accélération"](https://www.g2.com/fr/survey_responses/squivr-review-7850851)**

**Rating:** 5.0/5.0 stars

_— Jeff F._

[Read full review](https://www.g2.com/fr/survey_responses/squivr-review-7850851)

#### What Are G2 Users Discussing About Squivr?

- [À quoi sert Squivr ?](https://www.g2.com/fr/discussions/what-is-squivr-used-for)

### [DemandFarm](https://www.g2.com/products/demandfarm/reviews)

DemandFarm's Key Account Management software suite is purpose-built to help you unlock the full revenue potential of your strategic accounts. DemandFarm gives sales leaders and account managers everything they need to build strategic relationships, uncover expansion revenue blind spots, and close large complex deals faster. A peek into the world’s favorite strategic account management software suite: - Sales account planning software to simplify & standardize account plans - Relationship mapping software to visualize complex account hierarchies - Opportunity management software to boost adoption of any sales methodology and accelerate deal velocity Since 2016, DemandFarm has helped 250+ global organizations like DHL, Zebra Technologies, TaskUs, HCLTech and Belden spot growth opportunities in their key accounts, visualize key relationships, boost upsell and cross-sell revenue, win large deals, and centralize key account intelligence.

**Average Rating:** 4.4/5.0

**Total Reviews:** 45

#### How Do G2 Users Rate DemandFarm?

- **Quality of Support:** 9.4/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.9/10 (Category avg: 8.4/10)
- **Playbooks:** 8.1/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind DemandFarm?

- **Seller:** [Demand Farm](https://www.g2.com/sellers/demand-farm)
- **Year Founded:** 2016
- **HQ Location:** NY, New York
- **Twitter:** @demandfarm  
3,314 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=23142d16c61dd1f4875d5b0551ae23bb5f1bd3c9a9cded5e522a64fb7adb3be4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdemandfarm&secure%5Burl_type%5D=linkedin_company_website)  
45 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 58% Medium, 33% Large

#### What Are Recent G2 Reviews of DemandFarm?

**["Account Manager Tools for Key Accounts"](https://www.g2.com/survey_responses/demandfarm-review-8241749)**

**Rating:** 5.0/5.0 stars

_— Blanche C._

[Read full review](https://www.g2.com/survey_responses/demandfarm-review-8241749)

**["DemandFarm is a useful tool for strategic selling"](https://www.g2.com/survey_responses/demandfarm-review-7968562)**

**Rating:** 4.5/5.0 stars

_— Timothy C._

[Read full review](https://www.g2.com/survey_responses/demandfarm-review-7968562)

### [Revegy](https://www.g2.com/products/revegy/reviews)

Revegy is the leading sales execution 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 to improve forecast accuracy and achieve predictable revenue. In short, we're enable account-based sales success and revenue growth!

**Average Rating:** 4.3/5.0

**Total Reviews:** 39

#### How Do G2 Users Rate Revegy?

- **Quality of Support:** 8.8/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.0/10 (Category avg: 8.4/10)
- **Playbooks:** 7.6/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Revegy?

- **Seller:** [Revegy](https://www.g2.com/sellers/revegy)
- **Year Founded:** 2005
- **HQ Location:** Atlanta, GA
- **Twitter:** @Revegy  
671 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e6c69b35957810414d9bb53580566aab8cb4ba269d94855801edb956d2c5c08f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2507604%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 65% Large, 20% Medium

#### What Do G2 Reviewers Say About Revegy?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **impressive visual tools** for relationship mapping and account planning in Revegy's Account Management.
- Users appreciate the **impressive visual tools** for relationship mapping and account planning offered by Revegy.
- Users highlight the **impressive visual tools** for relationship mapping and account planning in Revegy.
- Users admire the **impressive versatility** of Revegy's visual tools for mapping relationships and planning accounts.

##### Cons

- Users find the **initial complexity of the user interface** to be overwhelming, impacting their early experience with Revegy.
- Users find the **initially overwhelming user interface** of Revegy to be a barrier to effective usage.
- Users find the **initially overwhelming interface** of Revegy to be a significant hurdle in the learning process.
- Users find the **user interface overwhelming** at first, making the learning curve steep and challenging.
- Users find the **user interface initially overwhelming** , which may hinder easier navigation and first-time usage experience.

#### What Are Recent G2 Reviews of Revegy?

**["Nothing short of amazing! Everything they did was perfect!"](https://www.g2.com/survey_responses/revegy-review-9831876)**

**Rating:** 5.0/5.0 stars

_— Morgan V._

[Read full review](https://www.g2.com/survey_responses/revegy-review-9831876)

**["Revegy is like a Sales Analyzer and Booster"](https://www.g2.com/survey_responses/revegy-review-9924743)**

**Rating:** 5.0/5.0 stars

_— Shivam S._

[Read full review](https://www.g2.com/survey_responses/revegy-review-9924743)

#### What Are G2 Users Discussing About Revegy?

- [What is Revegy used for?](https://www.g2.com/discussions/what-is-revegy-used-for)

### [dealpad](https://www.g2.com/products/dealpad/reviews)

dealpad is a Sales Platform used by B2B software sales teams to discover, access and engage their buying teams. The outcomes you can expect from using dealpad's software are an increase in win-rate, reduction in time wasted on deals that don't close, shorter sales cycles and ultimately, more deals closed and more sales people delivering quota.

**Average Rating:** 5.0/5.0

**Total Reviews:** 30

#### How Do G2 Users Rate dealpad?

- **Quality of Support:** 9.6/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 10.0/10 (Category avg: 8.4/10)
- **Playbooks:** 8.7/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10.0/10 (Category avg: 10/10)

#### Who Is the Company Behind dealpad?

- **Seller:** [dealpad](https://www.g2.com/sellers/dealpad)
- **Year Founded:** 2020
- **HQ Location:** Seattle, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b089d6b46e1f23483b6180c7aab229fdebf4322c693539ccd2c629c3f519b042&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdealpad-io&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 84% Medium, 10% Small

#### What Are Recent G2 Reviews of dealpad?

**["It's been a game changer"](https://www.g2.com/survey_responses/dealpad-review-8631022)**

**Rating:** 5.0/5.0 stars

_— Anish S._

[Read full review](https://www.g2.com/survey_responses/dealpad-review-8631022)

**["Closed my biggest ever deal using Dealpad"](https://www.g2.com/survey_responses/dealpad-review-8701272)**

**Rating:** 5.0/5.0 stars

_— Claudia P._

[Read full review](https://www.g2.com/survey_responses/dealpad-review-8701272)

### [Zomentum e-Sign and Payment](https://www.g2.com/fr/products/zomentum-e-sign-and-payment/reviews)

Accélérez les transactions et augmentez les revenus avec l'application d'accélération des ventes conçue exclusivement pour les Partenaires Technologiques. Le tout-en-un Zomentum Grow est conçu pour imiter votre façon de vendre. Avec Grow, vous pouvez automatiser les tâches de vente fastidieuses pour maintenir les opportunités en mouvement. Notre application consolide les activités de vente, gardant les équipes de vente cohérentes et les aidant à établir des relations solides avec les clients. Zomentum Grow vous permet de : • Évaluer et déterminer la bonne ligne de conduite et présenter des options pour les besoins commerciaux actuels des clients. Utilisez des évaluations pour effectuer une analyse de risque de routine et identifier les lacunes avant qu'elles ne deviennent un problème pour vos clients. • Découvrir de nouveaux fournisseurs SaaS. Trouvez les bons fournisseurs SaaS pour proposer les ensembles de produits appropriés dès le départ. Équipez vos clients avec les outils de productivité, de cybersécurité et de continuité des affaires qu'ils désirent. • Concevoir des devis et propositions d'aspect professionnel avec des modèles personnalisables. Vérifiez la disponibilité des produits, comparez les prix, entrez les catégories, descriptions et autres données automatiquement. Fournissez plusieurs options de tarification aux prospects, définissez des ensembles de produits et faites de la vente incitative dans un devis en permettant aux clients de manipuler les quantités. Signez numériquement les documents et planifiez et collectez des paiements récurrents/ponctuels automatiques. • Convertir les opportunités en revenus en visualisant les opportunités passant d'une étape à une autre avec des activités et tâches automatisées. Vous pouvez également définir plusieurs pipelines pour couvrir des entonnoirs de vente alternatifs comme la vente incitative et la vente croisée. • Automatiser votre pipeline en enregistrant toutes les conversations et activités qu'un client a avec votre entreprise. Définissez des alertes automatiques lorsque votre client ouvre un e-mail, commente un devis ou signe électroniquement une proposition. • Analyser la santé du pipeline avec des rapports intuitifs et apprendre quels modèles de vente sont les plus réussis pour votre équipe. Ensuite, voyez comment maximiser la productivité de chaque représentant. • Élargir vos sources de revenus avec des modèles automatiques pour concevoir des Revues Trimestrielles d'Affaires détaillées mais faciles à comprendre. À propos de Zomentum : Zomentum est la seule plateforme de revenus intelligente conçue pour aider les Partenaires à découvrir, vendre et gérer des services. Zomentum réduit la complexité du processus de vente, éliminant de nombreux outils avec une plateforme moderne conçue pour maximiser les revenus. Jusqu'à présent, nous avons aidé nos clients à générer près de 500 millions de dollars de revenus de canal.

**Average Rating:** 4.6/5.0

**Total Reviews:** 30

#### How Do G2 Users Rate Zomentum e-Sign and Payment?

- **Qualité du support:** 9.2/10 (Category avg: 9.3/10)
- **Quel est le retour sur investissement estimé par votre organisation pour the product (délai de rentabilité en mois)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Zomentum e-Sign and Payment?

- **Vendeur:** [Zomentum](https://www.g2.com/fr/sellers/zomentum)
- **Année de fondation:** 2018
- **Emplacement du siège social:** San Francisco, CA
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=697327148f5fc7097c6e52a7f1ce02d1131a573640053378d375bf152ea16c4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzomentum%2F&secure%5Burl_type%5D=linkedin_company_website)  
62 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Directeur Général
- **Top Industries:** Technologie de l'information et services, Sécurité informatique et réseau
- **Company Size:** 97% Small, 3% Medium

#### What Do G2 Reviewers Say About Zomentum e-Sign and Payment?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient **l'automatisation des processus de devis** , simplifiant la gestion et améliorant l'efficacité grâce à l'intégration des systèmes.
- Les utilisateurs apprécient la **satisfaction client** de Zomentum e-Sign et Payment en raison de ses processus de devis et de support fluides.
- Les utilisateurs apprécient le **support technique excellent** de Zomentum e-Sign et Payment, améliorant ainsi leur expérience globale.
- Les utilisateurs apprécient la **gestion simplifiée des transactions** dans Zomentum, permettant un processus de devis standardisé avec un excellent support technique.
- Les utilisateurs apprécient le **processus de devis standardisé** qui rationalise l'efficacité et améliore la précision dans leur flux de travail.

##### Cons

- Les utilisateurs trouvent que **l'utilisabilité de l'interface est insuffisante** , notant qu'elle semble rudimentaire et que la langue est trop internationale.
- Les utilisateurs trouvent que le **design obsolète** de Zomentum e-Sign et Payment nuit à l'utilisabilité et à l'expérience globale.
- Les utilisateurs trouvent la **mauvaise conception de l'interface** de Zomentum e-Sign et Payment difficile et moins intuitive à naviguer.
- Les utilisateurs notent que des **améliorations de l'interface utilisateur** sont nécessaires en raison d'un design approximatif et d'une utilisation incohérente de la langue.
- Les utilisateurs trouvent l' **interface graphique rugueuse et la langue internationale** de Zomentum e-Sign et Payment difficile à naviguer.

#### What Are Recent G2 Reviews of Zomentum e-Sign and Payment?

**["Transformateur pour les ventes internes et externes"](https://www.g2.com/fr/survey_responses/zomentum-e-sign-and-payment-review-10580775)**

**Rating:** 5.0/5.0 stars

_— jeremy t._

[Read full review](https://www.g2.com/fr/survey_responses/zomentum-e-sign-and-payment-review-10580775)

**["Fermeture de la proposition accélérée."](https://www.g2.com/fr/survey_responses/zomentum-e-sign-and-payment-review-7366616)**

**Rating:** 5.0/5.0 stars

_— Robert G._

[Read full review](https://www.g2.com/fr/survey_responses/zomentum-e-sign-and-payment-review-7366616)

#### What Are G2 Users Discussing About Zomentum e-Sign and Payment?

- [À quoi sert Zomentum Grow ?](https://www.g2.com/fr/discussions/what-is-zomentum-grow-used-for)

### [ClientSuccess](https://www.g2.com/fr/products/clientsuccess/reviews)

ClientSuccess révolutionne la manière dont les entreprises SaaS gèrent, conservent et développent leur base de clients existante. Nous offrons une approche holistique et personnelle pour gérer le succès tout au long du cycle de vie du client. Notre véritable Customer Success Management Platform™ fournit des informations exploitables, des analyses clients riches et des meilleures pratiques pour réduire le taux de désabonnement, augmenter les revenus et maximiser la valeur à vie du client. Nous croyons que le SaaS est plus que des logiciels et des services. Il s'agit de relations. Pensez au-delà de l'acquisition et du support. Vous voulez un client à vie. Et pas un qui existe parce qu'il est lié par un contrat. Vous voulez un client qui choisit de s'associer avec vous parce que vous l'aidez à atteindre ses objectifs et à réussir—à travers des relations personnelles et des expériences agréables. ClientSuccess est plus qu'un outil de reporting que les utilisateurs consultent une ou deux fois par semaine. Nous sommes une véritable plateforme de gestion de la clientèle, fournissant une solution puissante pour les gestionnaires de succès client de première ligne et des informations exploitables pour les cadres.

**Average Rating:** 4.4/5.0

**Total Reviews:** 420

#### How Do G2 Users Rate ClientSuccess?

- **Qualité du support:** 8.8/10 (Category avg: 9.3/10)
- **Identification des opportunités:** 8.1/10 (Category avg: 8.4/10)
- **Livres de jeu:** 8.3/10 (Category avg: 8.5/10)
- **Quel est le retour sur investissement estimé par votre organisation pour the product (délai de rentabilité en mois)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind ClientSuccess?

- **Vendeur:** [ClientSuccess](https://www.g2.com/fr/sellers/clientsuccess)
- **Année de fondation:** 2014
- **Emplacement du siège social:** American Fork, UT
- **Twitter:** @clientsuccess  
2,157 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e9e942cb5bc029644ad429480568eee1f944a48339be154ea8008fea3dcb186d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3595230%2F&secure%5Burl_type%5D=linkedin_company_website)  
38 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Responsable du succès client, Directeur du succès client
- **Top Industries:** Logiciels informatiques, Technologie de l'information et services
- **Company Size:** 55% Medium, 42% Small

#### What Do G2 Reviewers Say About ClientSuccess?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient l' **organisation et la gestion granulaire de la santé des clients** dans ClientSuccess, ce qui améliore leur soutien aux clients.
- Les utilisateurs adorent le **support client exceptionnel** de ClientSuccess, qui améliore leurs opérations quotidiennes et leurs interactions avec les clients.
- Les utilisateurs apprécient les **intégrations transparentes** avec des outils comme Outlook, améliorant leur capacité à interagir efficacement avec les clients.
- Les utilisateurs apprécient les **capacités analytiques robustes** de ClientSuccess, améliorant le support client grâce à un suivi efficace et des intégrations.
- Les utilisateurs apprécient les **fonctionnalités d'automatisation** de ClientSuccess, améliorant leur capacité à soutenir efficacement les clients.

##### Cons

- Les utilisateurs sont frustrés par les **limitations sur les objectifs actifs** pour les clients, entravant leur productivité et leur efficacité.
- Les utilisateurs expriment leur frustration face aux **options de personnalisation limitées** pour gérer les objectifs actifs dans ClientSuccess.
- Les utilisateurs expriment leur frustration face aux **fonctionnalités limitées** de ClientSuccess, en particulier la restriction sur les objectifs clients actifs.
- Les utilisateurs estiment que la **conception de l'interface utilisateur pourrait être améliorée** , la trouvant quelque peu compliquée malgré sa fonctionnalité globale.

#### What Are Recent G2 Reviews of ClientSuccess?

**["ClientSuccess a amélioré l'efficacité avec des champs personnalisés flexibles et des rapports"](https://www.g2.com/fr/survey_responses/clientsuccess-review-12477654)**

**Rating:** 4.5/5.0 stars

_— Hannah O._

[Read full review](https://www.g2.com/fr/survey_responses/clientsuccess-review-12477654)

**["Responsable du succès client"](https://www.g2.com/fr/survey_responses/clientsuccess-review-10802123)**

**Rating:** 5.0/5.0 stars

_— Denise S._

[Read full review](https://www.g2.com/fr/survey_responses/clientsuccess-review-10802123)

#### What Are G2 Users Discussing About ClientSuccess?

- [What is ClientSuccess used for?](https://www.g2.com/fr/discussions/what-is-clientsuccess-used-for)
- [What does customer success manager do?](https://www.g2.com/fr/discussions/what-does-customer-success-manager-do)
- [How much does Gainsight cost?](https://www.g2.com/fr/discussions/clientsuccess-how-much-does-gainsight-cost)
- [Qu'est-ce qu'une plateforme CSM ?](https://www.g2.com/fr/discussions/what-is-a-csm-platform) - 1 comment
- [What is customer success platform?](https://www.g2.com/fr/discussions/what-is-customer-success-platform)

### [Outdoo AI](https://www.g2.com/products/outdoo-ai/reviews)

Outdoo is an enterprise AI training and roleplay platform specifically designed for customer-facing teams, aimed at transforming training into actionable skills and measurable revenue outcomes. By integrating AI Tutor-led learning, pre-call roleplays, real customer interactions, and post-call evaluations, Outdoo effectively bridges the gap between preparation and performance, ensuring that teams are well-equipped to engage with clients effectively. This platform is particularly beneficial for organizations that prioritize structured coaching and performance measurement. Targeting customer service representatives, sales teams, and other client-facing roles, Outdoo provides a comprehensive solution for enhancing communication skills and customer engagement strategies. By utilizing realistic roleplay scenarios that reflect actual customer interactions, teams can practice and refine their skills in a safe environment, ultimately leading to improved results in real-world situations. Outdoo's key features include AI roleplay simulations that are grounded in authentic customer scenarios, allowing users to experience various personas and situations. The platform also offers unified scorecards that standardize assessments across both training and live interactions, providing a consistent framework for evaluating performance. Personalized micro-learning paths are tailored to address specific skill gaps, ensuring that each team member receives targeted training that aligns with their developmental needs. Additionally, manager dashboards facilitate tracking of readiness and coaching effectiveness, enabling leaders to support their teams more effectively. With over 120 integrations, including support for SCORM and xAPI, Outdoo seamlessly connects with existing Learning Management Systems (LMS), Customer Relationship Management (CRM) tools, and conversation intelligence platforms. This interoperability allows organizations to leverage their current technology stack while enhancing their training capabilities. Trusted by more than 250 enterprises globally, including notable names like Globe Life and Keller Williams, Outdoo has established itself as a leader in customer satisfaction, as evidenced by its top ranking on G2. Overall, Outdoo stands out in the realm of enterprise training solutions by providing a holistic approach that links training directly to real-world performance outcomes. Its innovative use of AI and roleplay not only prepares teams for customer interactions but also fosters a culture of continuous improvement and accountability, making it an essential tool for organizations looking to enhance their customer engagement strategies.

**Average Rating:** 4.6/5.0

**Total Reviews:** 169

#### How Do G2 Users Rate Outdoo AI?

- **Quality of Support:** 9.1/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.3/10 (Category avg: 8.4/10)
- **Playbooks:** 8.3/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 2.7/10 (Category avg: 10/10)

#### Who Is the Company Behind Outdoo AI?

- **Seller:** [Outdoo AI](https://www.g2.com/sellers/outdoo-ai)
- **Company Website:** www.outdoo.ai
- **Year Founded:** 2022
- **HQ Location:** San Francisco, US
- **Twitter:** @OutdooAI  
68 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a4bc9fc6ce2e951bbcd43860a0929f635f326c0ff0006018354f0cdb13a4b9ed&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutdooai%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 46% Small, 45% Medium

#### What Do G2 Reviewers Say About Outdoo AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Outdoo AI, making data analysis and call management straightforward and efficient.
- Users find Outdoo AI to be a **helpful mentor** , greatly enhancing their sales pitch and objection handling skills.
- Users value the **effective call recordings** of Outdoo AI, facilitating focused reviews and team performance improvements.
- Users value the **detailed and concise call summaries** provided by Outdoo AI, enhancing focus during discussions.
- Users appreciate the **time-saving call summaries** that provide clear insights and highlight main discussion points effectively.

##### Cons

- Users experience **call issues** such as unfair grading and confusion with call participation and recording notifications.
- Users report **accuracy issues** with ratings on calls, leading to confusion and mixed results in assessments.
- Users find the **AI inaccuracies** in Outdoo AI concerning, as it often misinterpret call content and ratings.
- Users note a lack of **customizable analytics** and CRM integrations, affecting usability and functionality of Outdoo AI.
- Users report **recording issues** such as inaccurate transcriptions and delays in processing times, affecting overall usability.

#### What Are Recent G2 Reviews of Outdoo AI?

**["Outdoo gives us unparalleled visibility into Sales conversations and pipeline progress"](https://www.g2.com/survey_responses/outdoo-ai-review-11528226)**

**Rating:** 4.5/5.0 stars

_— Luka B._

[Read full review](https://www.g2.com/survey_responses/outdoo-ai-review-11528226)

**["User-Friendly Automation That Boosts Productivity"](https://www.g2.com/survey_responses/outdoo-ai-review-12971039)**

**Rating:** 4.5/5.0 stars

_— Kishan K._

[Read full review](https://www.g2.com/survey_responses/outdoo-ai-review-12971039)

#### What Are G2 Users Discussing About Outdoo AI?

- [What is MeetRecord used for?](https://www.g2.com/discussions/what-is-meetrecord-used-for)

### [Upland RO Innovation](https://www.g2.com/products/upland-ro-innovation/reviews)

Upland RO Innovation is customer reference management software for companies that win. The platform enables businesses to automatically serve up the best customer references, when they’re needed, use AI to leverage intelligence from Sales Wins, and track the impact of references on sales. With integrations to CRM systems like Salesforce, Microsoft Dynamics, and HubSpot, RO Innovation makes it easy to find customer references and testimonials to help sales teams close deals, faster. Customers love RO Innovation for its ability to improve business efficiency across teams, reference match to the buyer journey, capturing the right context in your CRM for sales opportunities, building and maintaining strong relationships with references. Learn more at www.uplandsoftware.com/roinnovation/

**Average Rating:** 4.1/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate Upland RO Innovation?

- **Quality of Support:** 8.4/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.3/10 (Category avg: 8.4/10)
- **Playbooks:** 10.0/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Upland RO Innovation?

- **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software)
- **Year Founded:** 2010
- **HQ Location:** Austin, TX
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b94d4c3fe97f291d7633eae74199ffdaee6414c14803e9bd9c614b6d6852394&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3139095%2F&secure%5Burl_type%5D=linkedin_company_website)  
802 employees on LinkedIn®
- **Ownership:** NASDAQ:UPLD
- **Total Revenue (USD mm):** $291

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 58% Large, 37% Medium

#### What Are Recent G2 Reviews of Upland RO Innovation?

**["Cannot do my job effectively without this tool"](https://www.g2.com/survey_responses/upland-ro-innovation-review-9362185)**

**Rating:** 5.0/5.0 stars

_— Gemma B._

[Read full review](https://www.g2.com/survey_responses/upland-ro-innovation-review-9362185)

**["RO Innovation Gets the Job Done for Reference Management"](https://www.g2.com/survey_responses/upland-ro-innovation-review-9770817)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/upland-ro-innovation-review-9770817)

#### What Are G2 Users Discussing About Upland RO Innovation?

- [What is Upland RO Innovation used for?](https://www.g2.com/discussions/what-is-upland-ro-innovation-used-for)

### [Hook](https://www.g2.com/products/hook-technology/reviews)

Hook enables businesses to grow revenue from their customers using data. We help revenue teams forecast their growth, focus their time and act faster. We monitor all aspects of how your customers engage with your team and product to know when things are going well, and when things aren't going as expected. Hook helps your team to take action by triggering engagement through emails and nudges, and we measure what works. Through predictive machine learning, we take the guesswork out of your day to day and focus your time where it matters most. Visit us at hook.co and follow @hook-technology on Linkedin

**Average Rating:** 4.7/5.0

**Total Reviews:** 53

#### How Do G2 Users Rate Hook?

- **Quality of Support:** 9.6/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.3/10 (Category avg: 8.4/10)
- **Playbooks:** 6.7/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Hook?

- **Seller:** [Hook](https://www.g2.com/sellers/hook-75b3ae03-b377-4473-833d-90fbacb13a44)
- **Year Founded:** 2020
- **HQ Location:** London, England
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8ac2d34d944e444f60d766a64521c3584aa7525529e31b6d35701c238a84637&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhook-technology%2F&secure%5Burl_type%5D=linkedin_company_website)  
81 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 85% Medium, 11% Large

#### What Do G2 Reviewers Say About Hook?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **meaningful and actionable insights** from Hook, enhancing customer success and driving data-driven decisions.
- Users love the **intuitive dashboards** of Hook, which simplify tracking customer usage and managing goals effectively.
- Users value the **granular and actionable insights** from Hook's reporting, empowering data-driven decision-making for customer success.
- Users value the **visibility of customer usage data** provided by Hook, enabling effective risk management and growth identification.
- Users appreciate the **intuitive user interface** of Hook, making it easy to navigate and utilize features effectively.

##### Cons

- Users find the **note management frustrating** due to bugs and delays, impacting their overall experience with Hook.
- Users report **dashboard issues** such as glitches and missing customer data, causing minor annoyances during use.
- Users experience **data delays** that hinder timely insights, impacting the accuracy of customer engagement and health scores.
- Users faced challenges with **data inaccuracy** and delays in retrieval, affecting reliability in customer assessments.
- Users find **inaccurate forecasting** frustrating at first, though improvements are expected as the software learns over time.

#### What Are Recent G2 Reviews of Hook?

**["Flexible Automations and Insightful Chat Power Our Self-Serve Customer Journey"](https://www.g2.com/survey_responses/hook-review-12573981)**

**Rating:** 5.0/5.0 stars

_— Charlie D._

[Read full review](https://www.g2.com/survey_responses/hook-review-12573981)

**["Massive time-saver for CSM teams"](https://www.g2.com/survey_responses/hook-review-12572980)**

**Rating:** 4.5/5.0 stars

_— Collin W._

[Read full review](https://www.g2.com/survey_responses/hook-review-12572980)

### [Recapped.io](https://www.g2.com/fr/products/recapped-io/reviews)

Recapped permet aux équipes de collaborer directement avec leurs clients jusqu'à la dernière étape des ventes, y compris la gestion des pilotes et l'intégration. Téléchargez du contenu pertinent pour que les clients s'engagent, assignez les prochaines étapes aux clients avec des dates d'échéance (et des rappels automatiques), et assurez-vous que tout le monde reste enfin sur la même longueur d'onde.

**Average Rating:** 4.6/5.0

**Total Reviews:** 177

#### How Do G2 Users Rate Recapped.io?

- **Qualité du support:** 9.4/10 (Category avg: 9.3/10)
- **Identification des opportunités:** 8.8/10 (Category avg: 8.4/10)
- **Livres de jeu:** 9.1/10 (Category avg: 8.5/10)
- **Quel est le retour sur investissement estimé par votre organisation pour the product (délai de rentabilité en mois)?:** 9.7/10 (Category avg: 10/10)

#### Who Is the Company Behind Recapped.io?

- **Vendeur:** [Recapped.io](https://www.g2.com/fr/sellers/recapped-io)
- **Année de fondation:** 2018
- **Emplacement du siège social:** New York
- **Twitter:** @GetRecapped  
175 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=09b13cefda51b129ae3cde462d0aa877766e5610ff59a14df046c0812fdd2aad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18194833%2F&secure%5Burl_type%5D=linkedin_company_website)  
12 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Responsable de compte, Cadre Commercial Grands Comptes
- **Top Industries:** Logiciels informatiques, Technologie de l'information et services
- **Company Size:** 46% Medium, 44% Small

#### What Do G2 Reviewers Say About Recapped.io?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **facilité d'utilisation** de Recapped.io, profitant de son intégration transparente et de ses fonctionnalités interactives pour les processus de vente.
- Les utilisateurs apprécient la **communication centralisée** dans Recapped.io, ce qui améliore la collaboration et rationalise efficacement les processus de vente.
- Les utilisateurs apprécient les **options de personnalisation** de Recapped.io, permettant des solutions sur mesure pour leurs processus de vente uniques.
- Les utilisateurs mettent en avant le **processus de vente collaboratif** de Recapped.io, améliorant la communication et l'organisation tout au long des cycles de vente.
- Les utilisateurs apprécient la **centralisation utile de la communication** dans Recapped.io, ce qui améliore la collaboration tout au long du cycle de vente.

##### Cons

- Les utilisateurs trouvent **les problèmes d'édition** dans Recapped.io, comme le réarrangement non chronologique des dates et les configurations de table limitées, frustrants.
- Les utilisateurs souhaitent des **invitations en marque blanche** pour MAP, car le branding actuel affecte le professionnalisme et l'expérience utilisateur.
- Les utilisateurs remarquent que **les changements de date d'échéance ne se réorganisent pas automatiquement** , nécessitant des ajustements manuels pour une meilleure organisation.
- Les utilisateurs trouvent que l' **interface utilisateur complexe** de Recapped.io rend la navigation difficile et nuit à leur expérience globale.
- Les utilisateurs trouvent que la **personnalisation difficile** dans Recapped.io limite leur capacité à configurer facilement les tableaux par rapport à Excel.

#### What Are Recent G2 Reviews of Recapped.io?

**["Excellent produit, service client exceptionnel"](https://www.g2.com/fr/survey_responses/recapped-io-review-10914974)**

**Rating:** 5.0/5.0 stars

_— Luke G._

[Read full review](https://www.g2.com/fr/survey_responses/recapped-io-review-10914974)

**["Nouvel utilisateur de Recapped.io"](https://www.g2.com/fr/survey_responses/recapped-io-review-10776432)**

**Rating:** 5.0/5.0 stars

_— Stephen F._

[Read full review](https://www.g2.com/fr/survey_responses/recapped-io-review-10776432)

#### What Are G2 Users Discussing About Recapped.io?

- [À quoi sert Recapped.io ?](https://www.g2.com/fr/discussions/what-is-recapped-io-used-for) - 1 comment

### [Kapta](https://www.g2.com/products/kapta/reviews)

Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows 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?

**Average Rating:** 4.7/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Kapta?

- **Quality of Support:** 9.4/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.3/10 (Category avg: 8.4/10)
- **Playbooks:** 8.3/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Kapta?

- **Seller:** [Kapta](https://www.g2.com/sellers/kapta)
- **Year Founded:** 2008
- **HQ Location:** Boulder, CO.
- **Twitter:** @kapta  
1,520 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3d6365d26d67c4ea5aefa0910118415ded417d8a57d112661cceee776908e2b1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkapta%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 56% Medium, 39% Small

#### What Do G2 Reviewers Say About Kapta?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive reporting and sentiment analysis** in Kapta, enhancing their account engagement strategies effectively.
- Users appreciate Kapta's **superior customer support** and seamless onboarding experience, enhancing account management efficiency.
- Users value the **efficiency** of Kapta for tracking account management and enhancing engagement strategies effectively.
- Users appreciate the **intuitive reporting** and sentiment analysis of Kapta, enhancing account management and engagement strategies.
- Users appreciate the **intuitive reporting and sentiment analysis** in Kapta, enhancing account engagement strategies effectively.

#### What Are Recent G2 Reviews of Kapta?

**["A great account management platform to monitor and grow revenue with existing customers"](https://www.g2.com/survey_responses/kapta-review-10803863)**

**Rating:** 5.0/5.0 stars

_— Pam D._

[Read full review](https://www.g2.com/survey_responses/kapta-review-10803863)

**["Helpful Relationship Management Tool"](https://www.g2.com/survey_responses/kapta-review-4651679)**

**Rating:** 5.0/5.0 stars

_— Matt M._

[Read full review](https://www.g2.com/survey_responses/kapta-review-4651679)

#### What Are G2 Users Discussing About Kapta?

- [What is Kapta used for?](https://www.g2.com/discussions/what-is-kapta-used-for)

### [CustomerSuccessBox](https://www.g2.com/products/customersuccessbox/reviews)

CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution which could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption and usage analysis, and calculating customer health score. It enables customer success managers (CSM)to deliver a consistent customer onboarding experience, improve customer retention, reduce churn,drive upsell and expansion and improve monthly recurring revenue (MRR) and lifetime value (LTV) for SaaS businesses. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent pending technology is built to handle ~ 2,200 events/second to monitor customer account health. CustomerSuccessBox is being used by global clients like Pipedrive, Raken, Locus, Headset, Netcore, Propertybase, Orange, Hubilio and more.

**Average Rating:** 4.5/5.0

**Total Reviews:** 134

#### How Do G2 Users Rate CustomerSuccessBox?

- **Quality of Support:** 9.3/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.3/10 (Category avg: 8.4/10)
- **Playbooks:** 8.8/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind CustomerSuccessBox?

- **Seller:** [CustomerSuccessBox](https://www.g2.com/sellers/customersuccessbox)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, California
- **Twitter:** @CustSuccessBox  
733 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=26f7558033f1ffc595f30083519eefb405de4d24399282e5fd7c59164e3b1679&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13301853%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 73% Medium, 22% Small

#### What Are Recent G2 Reviews of CustomerSuccessBox?

**["Great tool for 360 degree view of your accounts"](https://www.g2.com/survey_responses/customersuccessbox-review-7082848)**

**Rating:** 4.0/5.0 stars

_— Himanshi G._

[Read full review](https://www.g2.com/survey_responses/customersuccessbox-review-7082848)

**["Nice tool to use for managing"](https://www.g2.com/survey_responses/customersuccessbox-review-7031310)**

**Rating:** 4.5/5.0 stars

_— Deep P._

[Read full review](https://www.g2.com/survey_responses/customersuccessbox-review-7031310)

#### What Are G2 Users Discussing About CustomerSuccessBox?

- [What is CustomerSuccessBox used for?](https://www.g2.com/discussions/what-is-customersuccessbox-used-for)

### [Ambition](https://www.g2.com/products/ambition/reviews)

Ambition is a comprehensive sales coaching and performance platform designed to empower frontline sales managers within enterprise organizations. This innovative solution focuses on enhancing the effectiveness of sales teams by leveraging data-driven coaching, streamlined workflows, and AI-powered insights. By prioritizing the role of the frontline sales manager, Ambition aims to drive consistent revenue growth and improve overall sales performance. Targeting enterprise-level organizations across various high-growth industries, including cybersecurity, SaaS, and telecom, Ambition addresses the unique challenges faced by sales teams in these environments. The platform is particularly beneficial for organizations looking to close performance gaps and elevate mid-level performers through impactful coaching conversations. By automating time-consuming preparatory tasks, Ambition allows managers to dedicate more time to coaching and mentoring their teams, transforming routine one-on-one meetings into meaningful opportunities for development. Ambition's key features include coaching orchestration tools that facilitate effective weekly one-on-ones, agenda management, and integrated pipeline snapshots. These capabilities enable sales managers to conduct thorough check-ins and follow-up action items seamlessly. Additionally, the platform supports managed programs with company-wide templates and workflows, streamlining onboarding processes for new sales representatives and managers. This structured approach not only shortens ramp-up time but also accelerates quota attainment and enhances productivity across the team. Another significant aspect of Ambition is its pipeline intelligence feature, which provides valuable insights through AI-generated summaries and documented reviews. This functionality ensures that all pipeline activities are easily accessible for team evaluations, fostering a collaborative environment. Furthermore, Ambition incorporates sales motivation and gamification elements, such as automated competitions, leaderboards, and accolades, to drive accountability and motivation among team members. By utilizing these features, organizations can create a high-performance culture that encourages continuous improvement and recognizes individual contributions. Ambition stands out in its category by delivering measurable business outcomes, such as increased sales activity and success metrics, reduced manual preparation time, and improved employee retention rates. The platform integrates seamlessly with existing sales technology stacks, including Salesforce and Gong, ensuring a smooth implementation process. By positioning itself as a strategic partner in building a culture of sales excellence, Ambition empowers organizations to maximize the impact of frontline managers, ultimately driving sustainable revenue growth and continuous performance enhancement.

**Average Rating:** 4.6/5.0

**Total Reviews:** 575

#### How Do G2 Users Rate Ambition?

- **Quality of Support:** 9.2/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 10.0/10 (Category avg: 8.4/10)
- **Playbooks:** 9.7/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Ambition?

- **Seller:** [Ambition](https://www.g2.com/sellers/ambition)
- **Company Website:** ambition.com
- **Year Founded:** 2013
- **HQ Location:** Chattanooga, Tennesse
- **Twitter:** @AmbitionSales  
2,574 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c47a4ecee758aba510b39f5151d86d52627b7111468d606a62c7db664562568&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3012381%2F&secure%5Burl_type%5D=linkedin_company_website)  
70 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Sales Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 56% Medium, 27% Large

#### What Do G2 Reviewers Say About Ambition?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Ambition, finding it simple to navigate and set up effectively.
- Users find Ambition **simple and intuitive** , providing helpful insights and enhancing focus on performance metrics.
- Users appreciate the **visibility of metrics** in Ambition, allowing for real-time tracking and focused performance improvement.
- Users praise Ambition for its **efficiency in tracking progress** , enabling better focus on productivity and streamlined workflows.
- Users praise Ambition for its **real-time sales performance tracking** , motivating features, and alignment with leadership goals.

##### Cons

- Users feel the **missing features** hinder functionality and modernization, suggesting improvements for a better experience.
- Users are frustrated by the **limited functionality** of Ambition, particularly with data population and scorecard layouts.
- Users experience **data management issues** with Ambition, resulting in discrepancies and confusion among sales representatives.
- Users find the **difficult navigation** in Ambition hinders ease of use when setting challenges and metrics.
- Users find the **information overload** in Ambition overwhelming, making it challenging to fully grasp all tools and features.

#### What Are Recent G2 Reviews of Ambition?

**["Ambition Makes Metrics Fun, Competitive, and Energizing"](https://www.g2.com/survey_responses/ambition-review-13151344)**

**Rating:** 5.0/5.0 stars

_— Will H._

[Read full review](https://www.g2.com/survey_responses/ambition-review-13151344)

**["Gamified Sales Leaderboards and a Digitized, Organized GSM"](https://www.g2.com/survey_responses/ambition-review-13152031)**

**Rating:** 4.5/5.0 stars

_— Andrew Y._

[Read full review](https://www.g2.com/survey_responses/ambition-review-13152031)

#### What Are G2 Users Discussing About Ambition?

- [What is Ambition used for?](https://www.g2.com/discussions/what-is-ambition-used-for)

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- [CRM](/categories/crm)
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[Browse Customer Revenue Optimization Themes](/categories/customer-revenue-optimization/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated October 3, 2024

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](https://www.g2.com/categories/crm), 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

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