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Best Enterprise Revenue Operations & Intelligence (RO&I) Software

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How We Rank Software
50+
Research Experts
3,275,500+
Verified Reviews
66,800+
Category Reviews

Full-Funnel Deal Control

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Salesforce Sales Cloud

Conversation-Powered Deal Insight

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Gong

Precision Forecasting

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Clari

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Top Tools at a Glance

Best for

Full-Funnel Deal Control

User Review

"Great tool for 360 view of customers"

Andre S.
AS

Andre S.

Enterprise (> 1000 emp.)

Best for

Conversation-Powered Deal Insight

User Review

"Seamless Integrations and Automation for Effortless Workflows"

AH

Andria H.

Mid-Market (51-1000 emp.)

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Sponsored
Outreach
Product Description

Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting...

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Best for

Precision Forecasting

User Review

"Streamlines Operations with Intuitive UI, But Slow Load Times"

Zach B.
ZB

Zach B.

Best for

Buyer-Intent Intelligence

User Review

"Strengthens My Negotiation Awarenessnt Communication with Insightful Feedback"

Gabriel d.
GD

Gabriel d.

Enterprise (> 1000 emp.)

Best for

Process-Driven Guided Selling

User Review

"Effortless Automation That Saves Time and Boosts Accuracy"

백민정(MJ Baek) .

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"

Verified User
T

Verified User

Enterprise (> 1000 emp.)

Best for

Clean, Unified Rev Data

User Review

"Gets the job done but a bit expensive"

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

Best for

Signal-Driven Outbound

User Review

"Excellent Email Verifier That Reduces Bounce Rates"

Aakrati J.
AJ

Aakrati J.

Mid-Market (51-1000 emp.)

Best for

Account Relationship Mapping

User Review

"Easy to manage your pipeline and forecast"

Verified User
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"

Nitin K.
NK

Nitin K.


Full-Funnel Deal Control

Conversation-Powered Deal Insight

Precision Forecasting

Buyer-Intent Intelligence

Process-Driven Guided Selling

AI-ready revenue analytics

Clean, Unified Rev Data

Signal-Driven Outbound

Account Relationship Mapping

AI-driven call intelligence and coaching

Buyer's Guide: Revenue Operations & Intelligence (RO&I)

All Revenue Operations & Intelligence (RO&I) Tools

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18 Listings in Enterprise Revenue Operations & Intelligence (RO&I) Software Available

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Why buyers love it?
Pros and Cons

Users appreciate the ease of use of Salesforce Sales Cloud, simplifying the sales pipeline and enhancing operational efficiency.

Users find Salesforce Sales Cloud's simplified sales pipeline and built-in analytics immensely helpful for their teams.

Users value the centralized lead management in Salesforce Sales Cloud, enhancing tracking and team communication.

Users find the steep learning curve of Salesforce Sales Cloud overwhelming due to its complexity and customization demands.

Users struggle with enabling Einstein features and find the interface complicated, affecting their overall productivity.

Users express frustration over missing features in Salesforce Sales Cloud, impacting productivity and overall satisfaction.

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G2 recognized Gong
Why buyers love it?
Pros and Cons

Users highlight the ease of implementation and exceptional customer service provided by Gong, enhancing their productivity significantly.

Users value the ease of use of Gong, praising its simplicity and helpful features for improving call insights.

Users love the call recording feature of Gong, as it enhances learning and improves customer engagement through insights.

Users face issues with call accessibility and loading times, making it difficult to efficiently find and access calls.

Users struggle with recording issues as finding old calls and inaccuracies in audio translation hinder usability.

Users find that Gong's AI inaccuracy hinders efficiency, leading to misunderstandings and incomplete data representation.

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G2 recognized Clari
Why buyers love it?
Pros and Cons

Users find Clari's ease of use remarkable, appreciating its simple setup and seamless integrations with existing tools.

Users value the easy-to-use analytics and forecasting tools of Clari, enhancing their revenue management and planning.

Users find Clari to be a helpful sales tool for effective revenue management and accurate forecasting.

Users encounter limited flexibility and technical issues with Clari, affecting overall usability and value delivery.

Users find the learning curve steep, feeling overwhelmed by information and facing difficulties with basic functionalities.

Users are disappointed by the missing features in Clari, which limit flexibility and hinder usability in daily tasks.

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Why buyers love it?
Pros and Cons

Users value MaxIQ for its effective and flexible forecasting, streamlining pipeline management and improving accuracy significantly.

Users appreciate the ease of use of MaxIQ, finding it clean, intuitive, and efficient for daily tasks.

Users appreciate the ease of use of MaxIQ, highlighting its quick setup and intuitive navigation.

Users note a steep learning curve initially, requiring time to adapt to MaxIQ's powerful features and workflows.

Users note some integration issues with third-party tools, but improvements have been made over time.

Users desire more flexibility in customization for dashboards to enhance their overall experience with MaxIQ.

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Why buyers love it?
Pros and Cons

Users value the accuracy of insights from Substrata, enhancing communication and improving messaging effectiveness effortlessly.

Users love how Substrata provides deep emotional insights into communication, enhancing their understanding of nonverbal cues.

Users value the insightful analysis of communication in Substrata, enhancing engagement and understanding of client interactions.

Users find the learning curve steep, suggesting a simpler interface would help new users get started faster.

Users find the interface complexity of Substrata challenging, leading to difficulties in navigation and managing information effectively.

Users encounter limited customization options, wishing for more flexibility to tailor insights and views for specific needs.

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Product Description
Pros and Cons

Users find Salesloft remarkably easy to use, appreciating its integration with tools like Salesforce for streamlined outreach.

Users value the helpfulness of Salesloft's features that enhance communication and streamline their sales processes.

Users value Salesloft's enhanced AI features for improved efficiency in managing pipelines and engaging customers.

Users find the missing features in Salesloft, such as inbound call handling and domain rotation, frustrating and limiting.

Users find call issues with Salesloft, including inconvenient inbound call handling and delayed voicemail features.

Users face integration issues with Salesloft, impacting the connectivity with Salesforce and tracking multi-channel activities.

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Why buyers love it?
Pros and Cons

Users appreciate the user-friendly interface of Terret.ai, which simplifies implementation and enhances overall usability.

Users value the convenient single-page dashboard of Terret.ai for quick and accurate forecasting with team collaboration.

Users praise the seamless Salesforce integration of Terret.ai, fostering efficient collaboration and improved sales pipeline management.

Users find the Salesforce integration lacking, often preferring to use Salesforce directly for better clarity and functionality.

Users often face limitations in functionality with Terret.ai, affecting data management and overall productivity.

Users find the learning curve steep at first due to the overwhelming amount of information and interface complexity.

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Why buyers love it?
Pros and Cons

Users find ease of use with Revenue Grid, enjoying quick access and seamless integration with Salesforce directly in Outlook.

Users love the seamless Salesforce integration, enabling quick access to essential data directly within Outlook.

Users value the seamless integration of Revenue Grid, simplifying their Salesforce tasks directly within Outlook.

Users experience slow loading times, often requiring refreshes that disrupt their workflow and efficiency.

Users face a slight learning curve with Revenue Grid, making it challenging for less tech-savvy individuals to navigate.

Users find the missing features in Revenue Grid limit usability, particularly in email management and search functionality.

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G2 recognized Aviso
Product Description
Pros and Cons

Users appreciate the ease of use of Aviso, which simplifies deal tracking and enhances team communication.

Users value the objective AI forecasting that enhances business predictability and offers holistic insights.

Users value the seamless integration with Salesforce, enhancing productivity with real-time data synchronization and ease of use.

Users find the learning curve steep due to overwhelming features and information overload affecting navigation and efficiency.

Users experience inaccurate data issues, leading to decreased quality in forecasts and AI recommendations from Aviso.

Users find Aviso's overwhelming features complicate the experience, desiring a simpler and more streamlined interface.

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Product Description
Pros and Cons

Users find Outreach to be easy to use, simplifying follow-ups and improving tracking with seamless integrations.

Users find Outreach's incredible customer care and ease of use crucial for enhancing their outreach efforts and productivity.

Users praise Outreach for its automation capabilities, streamlining workflows and enhancing organization for seamless sales interactions.

Users find Outreach lacking in integration capabilities and user-friendliness, negatively impacting their daily tasks and productivity.

Users find the learning curve challenging, though they appreciate the support from the Outreach team during onboarding.

Users face significant integration issues with Outreach, particularly with Salesforce and HubSpot, complicating their workflow.

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Product Description
Pros and Cons

Users admire the intuitive design of People.ai, praising its user-friendly interface and appealing aesthetics.

Users love the beautiful and user-friendly UI of People.ai, enhancing their overall experience with the app.

Users praise the fantastic AI integration of People.ai, highlighting its amazing app and beautiful user interface.

Users note a lack of customization options in People.ai, indicating it limits user satisfaction and client adaptability.

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Why buyers love it?
Pros and Cons

Users praise the responsive customer support at Revenue.io, ensuring a seamless onboarding and implementation experience.

Users highlight the exceptional support from the Revenue.io team, ensuring effective implementation and continued success.

Users value the easy setup process of Revenue.io, enhancing implementation with thorough support from the team.

Users experience call issues due to record access requirements and occasional automatic log-offs affecting functionality.

Users face a significant learning curve, necessitating effort to fully understand Revenue.io's extensive features and analytics.

Users experience inaccurate reporting due to Salesforce limitations, though support is responsive in resolving issues.

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Product Description
Pros and Cons

Users find the ease of use of Mediafly exceptional, benefiting from quick access and organized document layout.

Users find Mediafly to be a super easy tool for sharing information and gaining valuable insights on client engagement.

Users appreciate the easy sharing of documents with clients, making file distribution seamless and efficient.

Users express frustration over missing features like field definitions and limited search flexibility in Mediafly.

Users find the learning curve challenging, particularly regarding navigation and clunky workspace creation, but appreciate support.

Users find the workspace creation process clunky and prefer more direct integration and self-service options.

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Product Description
Pros and Cons

Users appreciate the intuitive navigation and clean layout of CaliberMind, enhancing overall user experience significantly.

Users value the insightful dashboards of CaliberMind, aiding in accurate marketing attribution and ROI analysis.

Users value the attribution accuracy of CaliberMind, enhancing insights into marketing effectiveness and ROI clarity.

Users face a daunting learning curve with CaliberMind, especially for new users navigating its powerful features.

Users find the complexity of implementation overwhelming, with a need for support and faster organization.

Users experience a steep learning curve initially with CaliberMind, though support helps ease the process over time.

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Product Description
Pros and Cons

Users find the ease of use and insightful analytics of Atrium invaluable for managing their sales teams effectively.

Users praise the ease of use of Atrium, highlighting effortless onboarding and efficient team management.

Users value the AI insights and data visualization of Atrium, enhancing team management and operational efficiency.

Users find the learning curve challenging due to necessary customization and API complexities in Fullcast.

Users find the limited customization of Fullcast restricts adaptability for reporting and metrics tracking.

Users report integration challenges with Salesforce, seeking improvements for smoother updates and better metadata visibility.

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Why You Can Trust G2's Software Rankings

30 Analysts and Data Experts
66,800+ Authentic Reviews
97+ Products
Unbiased Rankings
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Frequently asked questions about Revenue Operations & Intelligence (RO&I) Software

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