Top Tools at a Glance
Best for Full-Funnel Deal Control | User Review "SFDC - Reporting" ![]() AG Anirban G. Small-Business (50 or fewer emp.) | ||
Best for Conversation-Powered Deal Insight | User Review "Empowers Strategic Sales with Insightful Analytics" SM Steven M. Enterprise (> 1000 emp.) | ||
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Best for Precision Forecasting | User Review "Real-Time Sales Insights That Empower Our Team" ![]() IL Irene L. Mid-Market (51-1000 emp.) | ||
Best for Buyer-Intent Intelligence | User Review "Real-Time Emotional Insights That Elevate Every Conversation" ![]() MT Mary Rose T. Small-Business (50 or fewer emp.) | ||
Best for Process-Driven Guided Selling | User Review "Effortless Automation That Saves Time and Boosts Accuracy" ![]() 백 백민정(MJ Baek) . Small-Business (50 or fewer emp.) | ||
Best for AI-ready revenue analytics | User Review "A Forecasting Tool Built for Reality, Not Spreadsheets" T Verified User Enterprise (> 1000 emp.) | ||
Best for Clean, Unified Rev Data | User Review "Gets the job done but a bit expensive" U Verified User Small-Business (50 or fewer emp.) | ||
Best for Signal-Driven Outbound | User Review "Rich, Reliable Data Makes Apollo.io Stand Out" ![]() AN Aranemary Jairaj N. Enterprise (> 1000 emp.) | ||
Best for Account Relationship Mapping | User Review "Easy to manage your pipeline and forecast" U Verified User Enterprise (> 1000 emp.) | ||
Best for AI-driven call intelligence and coaching | User Review "Exceptional Call Quality and Process with Room for Mobile Improvement" ![]() NK Nitin K.
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Process-Driven Guided Selling
AI-driven call intelligence and coaching
Buyer's Guide: Revenue Operations & Intelligence (RO&I)
All Revenue Operations & Intelligence (RO&I) Tools
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Salesforce Sales Cloud, simplifying the sales pipeline and enhancing efficiency.
Users love the streamlined sales pipeline of Salesforce Sales Cloud, finding it extremely helpful for their teams.
Users value the centralized lead management in Salesforce Sales Cloud, enhancing tracking and team communication.
Users report a steep learning curve, finding the complexity and customization options initially overwhelming and challenging.
Users report struggles with enabling features and a complex interface that complicates productivity and usability.
Users find the missing features in Salesforce Sales Cloud frustrating, hindering their ability to use the platform effectively.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use and implementation of Gong, enhancing productivity and improving customer interaction insights.
Users appreciate the ease of use of Gong, making it simple to adapt and enhance productivity.
Users love the call recording feature of Gong for enhancing learning and improving customer insights effectively.
Users experience call issues such as delays in access, excessive beeping, and difficulties in searching for calls.
Users experience recording issues with Gong, including difficulties in finding calls and inconsistent audio translations.
Users face challenges with AI inaccuracy, impacting reliability and efficiency in capturing crucial conversation details.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Clari, enjoying seamless integration and effective call recording functionality.
Users love the easy-to-use interface and powerful analytic tools that enhance forecasting and revenue management in Clari.
Users find Clari to be a helpful sales tool, enhancing forecasting accuracy and streamlining revenue management effectively.
Users find Clari's limited flexibility and configuration challenges hinder its effectiveness and usability.
Users find the learning curve steep, describing Clari as overwhelming and complicated to navigate effectively.
Users express frustration over missing features, like scheduling tools and effective filtering, hindering their overall experience.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the streamlined forecasting of MaxIQ, allowing for accurate insights and real-time updates in one place.
Users appreciate the ease of use of MaxIQ, enjoying its intuitive setup and seamless day-to-day functionality.
Users value the ease of use and intuitive navigation of MaxIQ, streamlining their workflows and boosting productivity.
Users note a steep learning curve initially with MaxIQ, requiring weeks for full team familiarity and adjustment.
Users have experienced integration issues initially, but improvements have been made, with a desire for more third-party support.
Users desire greater flexibility in customization of MaxIQ, as current options can feel limited and rigid.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the accuracy of insights from Substrata, enhancing messaging precision and understanding nonverbal cues effectively.
Users love the emotional insight Substrata provides, enhancing their communication and guiding conversations effectively.
Users value Substrata for its unique analysis of hidden messages, enhancing communication and client engagement effectively.
Users find the learning curve steep, requiring time to navigate Substrata's extensive features and capabilities effectively.
Users find the complexity of the reporting interface and navigation can be overwhelming, affecting overall usability.
Users find the limited customization options frustrating, hindering personalized insights and adaptability for specific team needs.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Salesloft easy to use, streamlining outreach, integrations, and performance tracking effectively in their daily workflow.
Users find Salesloft's helpfulness in tracking engagement and organizing tasks to be a game changer for sales success.
Users appreciate the advanced AI-driven features of Salesloft, enhancing efficiency in managing customer engagement and pipeline.
Users feel that the missing features in Salesloft, like inbound call handling and domain rotation, limit its effectiveness.
Users experience call issues with Salesloft, including problematic inbound calls and delays in voicemail dropping.
Users often face integration issues with Salesloft, requiring additional steps that complicate their workflow with Salesforce.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise the ease of use of Terret.ai, highlighting its user-friendly interface and seamless integration with CRM systems.
Users value the consolidated forecasting dashboard for its ease and efficiency in collaborative forecasting sessions.
Users value the seamless Salesforce integration of Terret.ai, enhancing collaboration and visibility across the sales pipeline.
Users find the Salesforce integration lacking, preferring to manage their forecasts directly in Salesforce instead.
Users experience limitations in user interface, including display and note-saving issues, affecting overall efficiency.
Users find the learning curve steep at first, making it overwhelming to navigate BoostUp's extensive features.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use of Revenue Grid, enabling quick access to Salesforce data directly within Outlook.
Users appreciate the quick access to Salesforce data in Revenue Grid, enhancing efficiency and streamlining workflows.
Users value the seamless integrations of Revenue Grid, enhancing productivity by connecting Outlook to Salesforce effortlessly.
Users report a slow loading experience, with delays and the need for frequent reloads disrupting their workflow.
Users note a steep learning curve with Revenue Grid, particularly with setup and feature usability for non-tech-savvy individuals.
Users find the missing features in Revenue Grid limiting, particularly in email management and search functionality.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Aviso's ease of use essential for quickly tracking deals and forecasts without complications.
Users value the objective AI forecasting from Aviso, enhancing their ability to understand and predict business health.
Users appreciate the seamless integration with Salesforce, enhancing productivity and enabling real-time data management effortlessly.
Users find the learning curve steep due to overwhelming features and unnecessary information, complicating navigation and usability.
Users face challenges with inaccurate data, leading to diminished forecast quality and unreliable AI recommendations.
Users find Aviso's overwhelming features lead to complexity and visual clutter, hindering a streamlined user experience.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Outreach, simplifying follow-ups and integration with Gmail for efficient workflows.
Users appreciate the exceptional customer care of Outreach, making complex tasks feel manageable and enhancing user experience.
Users value the automation features of Outreach, which significantly streamline workflow and enhance sales productivity.
Users find the missing features in Outreach frustrating, affecting their productivity and navigation significantly.
Users find the learning curve steep, but appreciate the supportive onboarding and customer care teams.
Users face significant integration issues with Salesforce and Hubspot, complicating workflow and decreasing productivity.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the intuitive design of People.ai, finding it enhances usability and overall experience.
Users love the attractive and user-friendly interface of People.ai, enhancing their overall experience with the app.
Users praise the fantastic use of AI in People.ai, noting its amazing app design and beautiful user interface.
Users note the limited customization options in People.ai, wishing for more flexibility to enhance their experience.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users commend the responsive customer support of Revenue.io, praising their guidance and helpfulness during implementation and beyond.
Users value the comprehensive support from Revenue.io's team, enhancing implementation and ongoing success with the tool.
Users commend the easy setup process with Revenue.io, benefiting from thorough onboarding and responsive support.
Users face call issues with Salesforce integration and occasionally experience automatic log-offs during their sessions.
Users note a significant learning curve with Revenue.io, requiring effort to master its features and analytics.
The inaccurate reporting issues can hinder analysis, but support teams help tailor solutions to user needs.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Mediafly, finding document access and navigation simple and efficient.
Users find Mediafly to be a super helpful resource for sharing information and improving team collaboration.
Users highlight the easy sharing capability of Mediafly, making document distribution quick and efficient.
Users feel the absence of missing features like field definitions and flexible search limits the product's effectiveness.
Users find the learning curve challenging, especially with navigation and clunky workspace creation hampering the experience.
Users find the workspace creation process clunky and face challenges with integration and customization limitations.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of CaliberMind, benefiting from intuitive navigation and seamless data integration.
Users value the insightful dashboards of CaliberMind, enhancing marketing attribution and overall campaign analysis effectively.
Users value CaliberMind for its attribution accuracy, providing clarity on marketing performance and ROI across channels.
Users experience a daunting learning curve with CaliberMind, requiring time and effort to master its capabilities.
Users find the complexity of CaliberMind overwhelming, particularly during implementation and customization processes.
Users experience a steep learning curve with CaliberMind, particularly in building reports and navigating the UI.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Atrium to be incredibly helpful, streamlining team management and providing essential insights for coaching and reporting.
Users value the ease of use of Atrium, enjoying quick setup and intuitive data visualization for effective management.
Users value the AI-driven insights in Fullcast, enhancing team management and making data easily digestible.
Users find the learning curve challenging due to customization complexity and integration with existing systems.
Users find limited customization in Fullcast, making it challenging to adapt to specific reporting needs.
Users struggle with Salesforce integration limitations, seeking smoother updates and better metadata visibility for efficiency.

















