# Best Enterprise Revenue Operations & Intelligence (RO&I) Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall Revenue Operations & Intelligence (RO&I) category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Revenue Operations & Intelligence (RO&I) to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Revenue Operations & Intelligence (RO&I) category. In addition to qualifying for inclusion in the Revenue Operations & Intelligence (RO&I) Software category, to qualify for inclusion in the Enterprise Business Revenue Operations & Intelligence (RO&I) Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business. ## Top Revenue Operations & Intelligence (RO&I) Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,652 reviews) | Full-Funnel Deal Control | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,497 reviews) | Conversation-Powered Deal Insight | "[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)" | | 3 | [Clari](https://www.g2.com/products/clari/reviews) | 4.6/5.0 (5,501 reviews) | Precision Forecasting | "[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)" | | 4 | [Substrata](https://www.g2.com/products/substrata-substrata/reviews) | 4.9/5.0 (1,093 reviews) | Buyer-Intent Intelligence | "[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)" | | 5 | [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) | 4.6/5.0 (576 reviews) | Process-Driven Guided Selling | "[Effortless Meeting Scheduling with Team Calendar Links](https://www.g2.com/survey_responses/revenue-grid-review-12973532)" | | 6 | [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) | 4.5/5.0 (3,395 reviews) | — | "[Amazing Platform That Helps Marketers Bridge the Gap with your Audience](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370)" | | 7 | [Aviso](https://www.g2.com/products/aviso/reviews) | 4.3/5.0 (971 reviews) | Forecast governance inside Salesforce-linked pipelines | "[Streamlines Forecasting with Intuitive Insights](https://www.g2.com/survey_responses/aviso-review-12792275)" | | 8 | [MaxIQ](https://www.g2.com/products/maxiq/reviews) | 4.9/5.0 (35 reviews) | AI-ready revenue analytics | "[Maximized Sales Efficiency with AI-Driven Innovation](https://www.g2.com/survey_responses/maxiq-review-12521362)" | | 9 | [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) | 4.6/5.0 (26 reviews) | — | "[Easy to Use, with Helpful Hidden Extras](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-12575033)" | | 10 | [HubSpot Data Hub](https://www.g2.com/products/hubspot-data-hub/reviews) | 4.5/5.0 (560 reviews) | Clean, Unified Rev Data | "[HubSpot Data Hub simplifies and centralizes data with ease](https://www.g2.com/survey_responses/hubspot-data-hub-review-12746925)" | --- ## What Are the Most Common Questions About Revenue Operations & Intelligence (RO&I) Software? *AI-generated · Last updated: May 26, 2026* ### Which RO-I Software helps with accurate forecasting and lead qualification for growing sales organizations? Based on G2 reviews, growing sales organizations consistently mention a few themes when evaluating Revenue Operations & Intelligence (RO&I) software: clearer pipeline visibility, better forecasting, and stronger lead prioritization. According to verified users, Clari is often used to improve forecasting visibility and next-step management, while Agentforce Sales is frequently praised for lead prioritization, automated follow-ups, and centralized pipeline visibility. G2 reviewers mention that MaxIQ also helps teams reduce spreadsheet-driven forecasting by surfacing deal risk and opportunity signals in one workspace. Common trade-offs in reviews include setup effort, learning curve, and the need for clean CRM data to get the most value from forecasting and qualification workflows. **Here are some of the top-rated products on G2:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) – used for lead prioritization, pipeline visibility, and automating follow-up work - [Clari](https://www.g2.com/products/clari/reviews) – used for forecasting, pipeline rollups, and keeping sales teams focused on next steps - [MaxIQ](https://www.g2.com/products/maxiq/reviews) – used for AI-driven forecasting and identifying risk across pipeline and customer lifecycle stages ### Which RO-I Software avoids complex implementation and keeps setup under 30 days? Based on G2 reviews, Gong stands out as the clearest fit for teams prioritizing a faster start. According to verified users, Gong is repeatedly described as easy to onboard, with reviewers noting a smooth rollout, quick user adoption, and minimal friction in getting call recording, summaries, and revenue insights live. G2 reviewers mention that setup can still vary by team size and workflow complexity, but the overall pattern is that Gong feels more approachable than tools that require heavy process design or deeper administrative work. Reviews also highlight that some AI and admin features continue to evolve, so buyers should weigh fast deployment against how much customization and governance they may need later. ### What RO-I Software delivers proven ROI within six months for sales operations teams? Based on G2 reviews, buyers should be careful with this question because most reviewers describe efficiency gains, visibility improvements, and time savings rather than clearly verified ROI timelines under six months. According to verified users, products like Clari, Gong, and Revenue Grid are often associated with less manual reporting, stronger forecasting visibility, and improved productivity, but reviewers rarely ground those benefits in a consistent six-month ROI window. G2 reviewers mention faster meeting prep, reduced manual CRM work, and clearer pipeline management as near-term wins, yet implementation complexity, adoption, and data quality still shape how quickly value appears. In short, the review data supports operational benefits, but not a broad, category-wide proof of six-month ROI. ### Which RO-I Software integrates seamlessly with leading CRM platforms while providing multi-touch attribution analysis? Based on G2 reviews, Dreamdata is the strongest fit for this combination. According to verified users, Dreamdata is repeatedly praised for connecting CRM, ad, and web data into a unified buyer journey view while supporting multi-touch attribution analysis across pipeline and revenue. G2 reviewers mention that it helps teams move beyond basic first-touch or last-touch reporting and better understand how channels, campaigns, and touchpoints influence revenue outcomes. Reviews also note that implementation and attribution setup can involve a learning curve, especially for less technical teams, but the platform is consistently described as valuable for marketing and revenue teams that need CRM-connected attribution depth rather than just high-level engagement reporting. ### What RO-I Software solutions offering workflow automation and actionable insights without lengthy implementation timelines? Based on G2 reviews, several RO&I software options combine workflow automation with practical insights while avoiding unusually long time-to-value. According to verified users, Momentum is often used to automate call summaries, CRM updates, and Slack-based workflows, while Revenue Grid is praised for streamlining email, meeting, and Salesforce-related activity logging. G2 reviewers mention that AskElephant and Gong also help automate post-call work and surface useful insights quickly, especially for teams centered on meetings and conversation data. The common thread in reviews is faster operational efficiency rather than deep custom implementation. Buyers should still expect some setup and prompt tuning, but these tools are generally described as easier to activate than platforms requiring heavier data-model work. ### What most reliable RO-I Software based on reviews from revenue operations leaders at software companies? Based on G2 reviews, reliability in this category usually means dependable forecasting visibility, stable integrations, and consistent data capture rather than just ease of use. According to verified users, Clari is frequently described as a dependable forecasting system for pipeline rollups and revenue visibility, while Gong is often praised for reliable conversation capture and broad adoption across teams. G2 reviewers mention that Agentforce Sales is valued for being a centralized source of truth, though setup complexity and admin dependence come up often. Reviews from operations-minded users also highlight that reliability depends heavily on CRM hygiene, workflow design, and how well the tool fits existing processes. In other words, the most reliable platform is often the one aligned with your operating model. ### What highest rated RO-I Software for sales operations teams managing multi-channel pipeline attribution? Based on G2 reviews, teams managing multi-channel pipeline attribution most often call out tools built to connect marketing, sales, and revenue data in one view. According to verified users, Dreamdata is repeatedly highlighted for multi-touch attribution and customer journey analysis, while CaliberMind is valued for connecting marketing and sales touchpoints to pipeline and revenue. G2 reviewers mention that RevSure and Upside also help teams understand channel impact, campaign influence, and broader pipeline performance. Common strengths include attribution flexibility, account-level journey visibility, and improved reporting for leadership. Common trade-offs include learning curve, setup complexity, and occasional limits in dashboard customization, especially for teams with complex or highly fragmented GTM data. **Here are some of the top-rated products on G2:** - [Dreamdata](https://www.g2.com/products/dreamdata/reviews) – used for multi-touch attribution, buyer journey analysis, and tying channels to pipeline and revenue - [CaliberMind](https://www.g2.com/products/calibermind/reviews) – used to connect marketing and sales data for account engagement and attribution reporting - [RevSure](https://www.g2.com/products/revsure-ai-revsure/reviews) – used for attribution, campaign performance visibility, and pipeline health analysis ### What is the best RO-I Software platforms for sales teams wanting to eliminate spreadsheet forecasting and gain real-time visibility? Based on G2 reviews, Clari is the most direct answer for sales teams trying to replace spreadsheet forecasting with a more current view of pipeline and next steps. According to verified users, Clari is commonly used to centralize forecasting, reduce manual reporting, and give teams one place to monitor opportunity progress and quarter performance. G2 reviewers mention that it helps replace inconsistent spreadsheet rollups with structured forecasting views, clearer pipeline visibility, and better meeting efficiency. Reviews also note that teams may still face a learning curve, and some dashboard navigation can take time to learn. Even so, the recurring buyer outcome in the reviews is less manual forecast work and more confidence in pipeline visibility. ### What most trusted RO-I Software by revenue leaders at mid-market companies based on user reviews? Based on G2 reviews, trust in RO&I software usually comes from visibility, ease of adoption, and confidence in the underlying data rather than one single feature. According to verified users, Gong is widely trusted for conversation intelligence, call summaries, coaching, and deal visibility, while Clari is often trusted for forecasting discipline and pipeline management. G2 reviewers mention that Agentforce Sales is trusted when teams want a broad source of truth spanning leads, opportunities, and reporting. For mid-market buyers specifically, reviews suggest the most trusted products are the ones that fit existing workflows without creating extra admin burden. Strong support, fast onboarding, and clear pipeline context are recurring reasons reviewers express confidence in these tools. ### What RO-I Software with AI-powered suggestions that improve forecast accuracy and pipeline management? Based on G2 reviews, AI-powered suggestions in this category most often show up as deal risk signals, next-step guidance, lead prioritization, and forecast support. According to verified users, MaxIQ is praised for using buyer and deal signals to improve forecast confidence, while Clari is often cited for predictive insights, risk analysis, and easier forecast management. G2 reviewers mention that Agentforce Sales uses AI for lead prioritization, next actions, summaries, and follow-up support, and Momentum is highlighted for surfacing call-based insights and real-time workflow actions. Reviewers also caution that AI value depends on clean source data and thoughtful setup. When those conditions are in place, users consistently describe faster decisions and stronger pipeline visibility. ## How Many Revenue Operations & Intelligence (RO&I) Software Products Does G2 Track? **Total Products under this Category:** 142 ### Category Stats (Jul 2026) - **Average Rating**: 4.65/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Default (+1.65%) - Among all products in this category, Default recorded the largest rating increase compared to last month *Last updated: July 02, 2026* ## How Does G2 Rank Revenue Operations & Intelligence (RO&I) Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 73,600+ Authentic Reviews - 142+ 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. ## Which Revenue Operations & Intelligence (RO&I) Software Is Best for Your Use Case? - **Best for Small Businesses:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Best for Mid-Market:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Best for Enterprise:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest User Satisfaction:** [Clari](https://www.g2.com/products/clari/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Weflow Weflow is a Revenue AI Platform that captures every customer interaction and unlocks AI insights to help you convert and forecast your pipeline. Weflow offers a suite of products: - Activity Capture ($19/user/month (billed annually) - Conversation Intelligence ($39/user/month (billed annually) - Deal Intelligence & Forecasting ($39/user/month (billed annually) Pick single modules from above or bundles to save: - Revenue AI Foundation : Unify your GTM data with automated Salesforce data capture. Use AI to handle rep workflows and coach your team. - Revenue AI Business: Everything in Foundation, plus full deal and account intelligence. AI-powered scoring, summaries, and pipeline visibility, built in. - Revenue AI Enterprise: Everything in Business, plus AI-powered forecasting. Predict revenue, analyze pipeline, and run forecasts across your org. Transparent pricing, no platform fees. Premium support included. Learn more at: weflow.ai [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2641&secure%5Bchosen_at%5D=2026-07-02T20%3A50%3A39Z&secure%5Bdisplayable_resource_id%5D=2641&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2641&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=164950&secure%5Bresource_id%5D=2641&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Frevenue-operations-intelligence-ro-i%2Fenterprise&secure%5Btoken%5D=7354db019abe86aa7d61094ef4b1e8a550624064d8668776f43469190283e3da&secure%5Burl%5D=https%3A%2F%2Fwww.weflow.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_content%3DRevOps-category-page&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Revenue Operations & Intelligence (RO&I) Software Products in 2026? ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,652 **How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Ease of Use:** 8.2/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.4/10 (Category avg: 8.2/10) - **Account Engagement:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 34% Enterprise #### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons? **Pros:** - Features (3167 reviews) - Ease of Use (2065 reviews) - Lead Management (2051 reviews) - Salesforce Integration (1615 reviews) - Efficiency (1214 reviews) **Cons:** - Limitations (1412 reviews) - Limited Features (1126 reviews) - Learning Curve (1092 reviews) - Not Intuitive (791 reviews) - Steep Learning Curve (717 reviews) ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **feature-rich capabilities** of Agentforce Sales, facilitating seamless customer interactions and efficient workflows. - Users value the **ease of use** of Agentforce Sales, enabling seamless access to customer data and improved productivity. - Users value the **effective lead management** in Agentforce Sales, enhancing customer interactions and team collaboration. - Users highlight the **seamless Salesforce integration** that enhances productivity by providing vital information in one place. - Users value the **efficiency** of Agentforce Sales, seamlessly connecting sales performance tracking for enhanced productivity. **Cons:** - Users find the **setup complexity** and limitations on customization challenging, particularly for smaller teams with simpler needs. - Users find the **limited features** of Agentforce Sales requires time and expertise to set up effectively. - Users find the **learning curve steep** with complex setups and insufficient guidance on utilizing Sales Cloud effectively. - Users find Salesforce Sales Cloud to be **not intuitive** , leading to challenges in navigation and management for new users. - Users note a **steep learning curve** for configuration, making initial setup and building agents more difficult. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)"** **Rating:** 4.5/5.0 stars *— DEVIL u.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068) --- **"[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)"** **Rating:** 4.0/5.0 stars *— Samiksha R.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### 2. [Clari](https://www.g2.com/products/clari/reviews) Clari+Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari+Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth. **Average Rating:** 4.6/5.0 **Total Reviews:** 5,501 **How Do G2 Users Rate Clari?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.1/10 (Category avg: 8.2/10) - **Account Engagement:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Clari?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** https://salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,101 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 41% Enterprise #### What Are Clari's Pros and Cons? **Pros:** - Ease of Use (241 reviews) - Integrations (184 reviews) - Features (180 reviews) - Helpful (171 reviews) - SFDC Integration (141 reviews) **Cons:** - Salesforce Integration (131 reviews) - Not Intuitive (102 reviews) - Integration Issues (97 reviews) - Slow Loading (91 reviews) - Complexity (85 reviews) ### What Do G2 Reviewers Say About Clari? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Clari, allowing quick dashboard creation and simplified forecasting management. - Users value the **seamless integration with Salesforce** , enhancing workflow efficiency and simplifying access to sales opportunities. - Users value Clari's **advanced forecasting and analysis features** that enhance financial management and decision-making. - Users find Clari to be extremely **helpful for sales forecasting** , providing quick insights and simplifying reporting processes. - Users appreciate the **seamless SFDC integration** of Clari, simplifying deal updates and enhancing overall usability. **Cons:** - Users experience **inconsistent Salesforce data reflection** , leading to confusion and reliance on possibly delayed information. - Users find the **navigation unintuitive** , creating a steep learning curve and confusion for new users. - Users face **integration issues** with Clari, wishing for more control and efficiency without relying solely on Salesforce. - Users experience **slow loading** times, particularly when pulling updates from SFDC, impacting overall performance. - Users find **Clari's complexity** a challenge, particularly with its initial configuration and navigation difficulty. #### What Are Recent G2 Reviews of Clari? **"[Clari has met and exceed our expectations for our GTM Oganization](https://www.g2.com/survey_responses/clari-review-10775002)"** **Rating:** 4.0/5.0 stars *— Eric M.* [Read full review](https://www.g2.com/survey_responses/clari-review-10775002) --- **"[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)"** **Rating:** 5.0/5.0 stars *— Matt D.* [Read full review](https://www.g2.com/survey_responses/clari-review-12400239) --- #### What Are G2 Users Discussing About Clari? - [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment - [How is Groove, a Clari Company being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [How do I add groove to Gmail?](https://www.g2.com/discussions/how-do-i-add-groove-to-gmail) - 1 comment - [How much does groove cost?](https://www.g2.com/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote - [What groove means in music?](https://www.g2.com/discussions/what-groove-means-in-music) - 7 comments ### 3. [Gong](https://www.g2.com/products/gong/reviews) Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000—including LinkedIn, Shopify, Slack, Twilio, Zillow, and Morningstar—companies around the world deeply understand their teams and customers, automate critical sales workflows, and close more deals with less effort. Recognized by G2 as the #1 Best Software Product for multiple years, Gong continues to lead in customer satisfaction, innovation, and AI-powered revenue transformation. For more information, visit www.gong.io. **Average Rating:** 4.7/5.0 **Total Reviews:** 6,497 **How Do G2 Users Rate Gong?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.0/10 (Category avg: 8.2/10) - **Account Engagement:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Gong?** - **Seller:** [Gong](https://www.g2.com/sellers/gong) - **Company Website:** https://www.gong.io - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @Gong_io (7,641 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10454372/ (2,546 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 69% Mid-Market, 18% Enterprise #### What Are Gong's Pros and Cons? **Pros:** - Helpful (352 reviews) - Ease of Use (240 reviews) - Call Recording (237 reviews) - AI Summary (219 reviews) - Accuracy (214 reviews) **Cons:** - Call Issues (130 reviews) - Recording Issues (88 reviews) - AI Limitations (74 reviews) - Accuracy Issues (72 reviews) - Missing Features (70 reviews) ### What Do G2 Reviewers Say About Gong? *AI-generated summary from verified user reviews* **Pros:** - Users find Gong's **AI functionality** invaluable for saving time and summarizing communications efficiently. - Users enjoy the **ease of use** of Gong, finding it user-friendly and efficient for accessing important sales insights. - Users value the **efficient call recording** feature of Gong, enhancing productivity and providing actionable insights for improvement. - Users appreciate how Gong serves as a **time-saving and intuitive tool** that offers valuable insights for sales management. - Users value the **accuracy** of Gong, highlighting its effective call summaries and speech rate management features. **Cons:** - Users experience **call tracking issues** with Gong, leading to difficulties in accessing and locating past calls. - Users struggle with **recording issues** , including random failures and difficulty locating past calls, impacting usability. - Users note the **limitations of AI analysis and coaching** , affecting integration and accuracy in their workflows. - Users report **accuracy issues** with Gong, particularly regarding audio transcription and multi-tab functionality in Salesforce. - Users note the **missing features** in Gong, particularly in analytics, filters, and real-time AI capabilities. #### What Are Recent G2 Reviews of Gong? **"[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)"** **Rating:** 5.0/5.0 stars *— Connor H.* [Read full review](https://www.g2.com/survey_responses/gong-review-12837945) --- **"[Brilliant AI, Extremely Intuitive Platform](https://www.g2.com/survey_responses/gong-review-12892641)"** **Rating:** 5.0/5.0 stars *— Lilian S.* [Read full review](https://www.g2.com/survey_responses/gong-review-12892641) --- #### What Are G2 Users Discussing About Gong? - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/gong-how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - 2 comments - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - [What is Gong used for?](https://www.g2.com/discussions/what-is-gong-used-for) - [Is Gong a public?](https://www.g2.com/discussions/is-gong-a-public) - 1 comment - [How Much Does Gong IO cost?](https://www.g2.com/discussions/how-much-does-gong-io-cost) - 1 comment ### 4. [MaxIQ](https://www.g2.com/products/maxiq/reviews) MaxIQ is an AI-native Revenue Intelligence platform designed to unify sales, customer success, and revenue operations for B2B SaaS companies. It helps revenue teams manage the entire revenue journey by bringing pipeline visibility, forecasting, and post-sales insights into one unified system. The platform uses artificial intelligence to improve forecast accuracy, automate workflows, and surface deeper insights into deal health and revenue performance. Key capabilities include real-time revenue dashboards, pipeline inspection, conversation intelligence, and unified account visibility across the revenue lifecycle. MaxIQ also captures signals from CRM activity, meetings, and revenue data to help teams prioritize the right deals and opportunities. By turning revenue visibility into execution, MaxIQ empowers sales leaders, RevOps teams, and customer success managers to make better decisions, reduce manual reporting, and identify risks earlier. Businesses use MaxIQ to improve pipeline efficiency, increase forecast accuracy, strengthen sales-to-customer-success handoffs, and drive retention and expansion. The platform integrates seamlessly with existing CRM systems to enrich data, streamline workflows, and provide a complete AI-powered view of revenue operations. **Average Rating:** 4.9/5.0 **Total Reviews:** 35 **How Do G2 Users Rate MaxIQ?** - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Data Segmentation:** 9.1/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.7/10 (Category avg: 8.2/10) - **Account Engagement:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind MaxIQ?** - **Seller:** [MaxIQ](https://www.g2.com/sellers/maxiq-2683a918-1f43-47ed-bbdd-eea5042941ba) - **Year Founded:** 2022 - **HQ Location:** San Francisco, California, United States - **Twitter:** @getmaxiq (7 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getmaxiq/ (52 employees on LinkedIn®) - **Ownership:** Sonny Aulakh **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 71% Enterprise, 26% Mid-Market #### What Are MaxIQ's Pros and Cons? **Pros:** - Forecasting (10 reviews) - Ease of Use (8 reviews) - Helpful (8 reviews) - Accuracy (7 reviews) - Intuitive (5 reviews) **Cons:** - Learning Curve (4 reviews) - Integration Issues (3 reviews) - Limited Customization (3 reviews) - Inadequate Reporting (2 reviews) - Dashboard Issues (1 reviews) ### What Do G2 Reviewers Say About MaxIQ? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **AI-powered forecasting** of MaxIQ, enhancing accuracy in pipeline and revenue predictions significantly. - Users appreciate the **ease of use** of MaxIQ, enjoying quick onboarding and intuitive navigation for seamless workflows. - Users find MaxIQ to be **extremely helpful** , enhancing visibility and simplifying workflows for more reliable forecasting. - Users praise MaxIQ for its **exceptional accuracy** in forecasting and real-time deal insights, enhancing overall workflow efficiency. - Users commend the **intuitive navigation** of MaxIQ, making workflows simple and enhancing team collaboration effortlessly. **Cons:** - Users note a **steep learning curve** with MaxIQ initially, particularly for those transitioning from traditional tools. - Users experience **integration issues** with MaxIQ, desiring more third-party connections and seamless usability across platforms. - Users desire more **customization options** for MaxIQ, hoping for improved flexibility in dashboard personalization. - Users note **inadequate reporting** options in MaxIQ, wishing for more advanced customization and integrations for better insights. - Users desire more **flexibility in dashboard customization** , wishing for greater control over widget adjustments for improved experience. #### What Are Recent G2 Reviews of MaxIQ? **"[Maximized Sales Efficiency with AI-Driven Innovation](https://www.g2.com/survey_responses/maxiq-review-12521362)"** **Rating:** 4.5/5.0 stars *— Pragati R.* [Read full review](https://www.g2.com/survey_responses/maxiq-review-12521362) --- **"[⭐️⭐️⭐️⭐️⭐️ Finally – A Tool Built for Reps and Execs](https://www.g2.com/survey_responses/maxiq-review-11354222)"** **Rating:** 5.0/5.0 stars *— Jonathan M.* [Read full review](https://www.g2.com/survey_responses/maxiq-review-11354222) --- ### 5. [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) Note: GTM Studio is the upgraded version of ZoomInfo Marketing and ZoomInfo Operations. GTM Studio is ZoomInfo's AI-powered go-to-market canvas that unifies signals, systems, and teams in one intelligent workspace so plays fire automatically, moments aren't missed, and reps always know what to do next. Designed for RevOps and marketing teams, GTM Studio eliminates tool sprawl by connecting CRM, marketing, sales, and third-party data into a single live canvas - giving every team a complete, AI-ready view of their market. At the core of GTM Studio is built-in waterfall enrichment that automatically fills in missing contact and account data across 25+ vendors, so the data powering every play is always complete and actionable. AI-powered insights surface buying signals in real time, helping teams respond to in-market buyers in under five minutes - before competitors have even pulled a list. Every insight is grounded in your ICP, so GTM decisions are faster, sharper, and more informed. GTM Studio is built for speed to execution. A library of pre-built plays - including inbound acceleration, champion tracking, and competitive displacement - can be launched in a single click, with no tickets, no engineering support, and no waiting. Custom plays can be designed, tested, and scaled without code or developer involvement, compressing what used to take weeks into minutes. Specialized AI agents handle enrichment, scoring, routing, and message creation automatically, so teams stay focused on results rather than operations. GTM Studio integrates with the tools revenue teams already rely on - Salesforce, HubSpot, Salesloft, Gong, Slack, and 50+ more - ensuring signals flow freely across the stack and execution happens without friction. Built-in analytics measure what's working in real time, while automated workflows and alerts keep teams responsive to every change in GTM data. The result is a GTM motion that runs on its own - where top-performing teams launch more than 50 plays per quarter, expansion campaigns that once took three weeks go live in 30 minutes, and every seller always knows exactly where to focus next. **Average Rating:** 4.5/5.0 **Total Reviews:** 3,395 **How Do G2 Users Rate GTM Studio - Powered by ZoomInfo?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) **Who Is the Company Behind GTM Studio - Powered by ZoomInfo?** - **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706) - **Company Website:** https://www.zoominfo.com/ - **Year Founded:** 2000 - **HQ Location:** Vancouver, WA - **Twitter:** @ZoomInfo (23,515 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zoominfo/ (4,221 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 63% Mid-Market, 24% Enterprise #### What Are GTM Studio - Powered by ZoomInfo's Pros and Cons? **Pros:** - Features (27 reviews) - Lead Generation (26 reviews) - Ease of Use (25 reviews) - Data Accuracy (20 reviews) - Data Quality (19 reviews) **Cons:** - Expensive (16 reviews) - Data Inaccuracy (13 reviews) - Cost (11 reviews) - Learning Curve (10 reviews) - Complexity (9 reviews) ### What Do G2 Reviewers Say About GTM Studio - Powered by ZoomInfo? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **reliable B2B contact data** and effective filtering options that enhance targeted prospecting and campaign efficiency. - Users value the **accuracy of data and intent signals** , enhancing effective targeting and demand generation campaigns. - Users find the **ease of use** of GTM Studio beneficial for lead enrichment and effective segmentation. - Users appreciate the **reliable and accurate B2B contact data** from GTM Studio, enhancing targeted prospecting and campaign efficiency. - Users value the **high-quality B2B contact data** in GTM Studio, enhancing targeted outreach and campaign efficiency. **Cons:** - Users find the **pricing too high** for smaller teams, making it less accessible for those on a budget. - Users experience **data inaccuracy** , with outdated information and missing data for niche roles hindering effectiveness. - Users find the **pricing to be high** , making it less accessible for smaller teams with limited budgets. - Users find the **learning curve steep** initially due to the platform’s complexity and extensive features. - Users often find the **platform complex** , requiring training and internal processes to navigate effectively. #### What Are Recent G2 Reviews of GTM Studio - Powered by ZoomInfo? **"[Amazing Platform That Helps Marketers Bridge the Gap with your Audience](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370) --- **"[Account Exectuive](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756)"** **Rating:** 5.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756) --- #### What Are G2 Users Discussing About GTM Studio - Powered by ZoomInfo? - [What impact has Chorus by ZoomInfo had on the enhancement of sales conversations and customer insights?](https://www.g2.com/discussions/what-impact-has-chorus-by-zoominfo-had-on-the-enhancement-of-sales-conversations-and-customer-insights) - [What is Chorus.ai used for?](https://www.g2.com/discussions/what-is-chorus-ai-used-for) - [What is ZoomInfo MarketingOS used for?](https://www.g2.com/discussions/what-is-zoominfo-marketingos-used-for) - [What are ZoomInfo scoops?](https://www.g2.com/discussions/what-are-zoominfo-scoops) - [What information does ZoomInfo provide?](https://www.g2.com/discussions/what-information-does-zoominfo-provide) ### 6. [Substrata](https://www.g2.com/products/substrata-substrata/reviews) Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals. **Average Rating:** 4.9/5.0 **Total Reviews:** 1,093 **How Do G2 Users Rate Substrata?** - **Ease of Use:** 9.8/10 (Category avg: 8.9/10) - **Data Segmentation:** 9.5/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.3/10 (Category avg: 8.2/10) - **Account Engagement:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Substrata?** - **Seller:** [Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea) - **Company Website:** https://www.substrata.me/ - **Year Founded:** 2020 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @SubstrataHQ (517 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/substrata-company/ (33 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Development Representative, Project Manager - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 46% Small-Business, 41% Mid-Market #### What Are Substrata's Pros and Cons? **Pros:** - Accuracy (535 reviews) - Helpful (441 reviews) - Conversation Analysis (390 reviews) - Insights (336 reviews) - Time-saving (277 reviews) **Cons:** - Learning Curve (307 reviews) - Limited Customization (147 reviews) - Complexity (118 reviews) - Time-Consuming (102 reviews) - Dashboard Issues (99 reviews) ### What Do G2 Reviewers Say About Substrata? *AI-generated summary from verified user reviews* **Pros:** - Users value Substrata's **accuracy** in communication, enhancing clarity and relevancy for stakeholders and entrepreneurs alike. - Users highlight Substrata's **effective project organization** and streamlined procurement features that enhance communication and decision-making. - Users value Substrata for its **clarity and strategic insight** in improving communication with entrepreneurs and stakeholders. - Users value Substrata for its **precise client engagement tracking** and effective communication enhancement tools, boosting message impact. - Users find that Substrata's features significantly **save time** , enhancing their efficiency in managing sales processes. **Cons:** - Users find the **steep learning curve** of Substrata challenging, requiring time to effectively utilize the platform. - Users express a desire for increased **customization options** in Substrata to better suit diverse user needs and roles. - Users find the **initial setup and interface overwhelming** , which complicates the analysis and learning experience. - Users find that the **time-consuming setup and analysis** can hinder quick access to essential insights. - Users find the **dashboard overwhelming** initially, requiring time and effort to learn and customize effectively. #### What Are Recent G2 Reviews of Substrata? **"[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)"** **Rating:** 4.5/5.0 stars *— Blake M.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12617983) --- **"[Intuitive Content Library with Effortless Drag-and-Drop Organization](https://www.g2.com/survey_responses/substrata-review-12619141)"** **Rating:** 4.5/5.0 stars *— Melissa L.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12619141) --- ### 7. [Aviso](https://www.g2.com/products/aviso/reviews) Aviso is a leading AI revenue platform, highly regarded by enterprise giants such as Honeywell, Microsoft GitHub, HPE, and Citi for its exceptional ability to close deals, boost revenue growth, and mitigate risks. By merging human expertise with cutting-edge AI, Aviso consistently delivers remarkable results, including a 40% increase in deal win rates, a 15-36% rise in revenue, and 30% savings in CRM expenses. The core strengths of the Aviso AI Platform include: 1) AI-Guided Deal Forecasting 2) Pipeline & Deal Management 3) Relationship & Activity Intelligence 4) Conversational Intelligence 5) Coaching & Enablement 6) NLP Analytics & Reporting 7) Go-To-Market (GTM) Collaboration 8) Sales Engagement 9) Lead Intelligence 10) Customer Success Intelligence Central to Aviso's Generative AI approach is MIKI, the world's first Generative AI Chief of Staff for Revenue Intelligence, designed to boost GTM teams' productivity and save reps up to 15-20 hours/week. MIKI combines Aviso's core AI models with Generative AI to help various GTM personas with Account Research, Sales Planning & Management, Buyer Meeting Preparation, Prospecting, CRM updates Automation, Email follow-ups, and more. Aviso's platform integrates data from its comprehensive databases, CRM systems, and external sources, processed through an advanced AI/ML layer. This sophisticated system, accessible through web and mobile applications, optimizes customer interactions and sales decisions by harnessing MIKI's insights yet preserves the essential human element in these interactions. Aviso's contribution to advancing Generative AI in Revenue Operations has garnered recognition on prominent financial platforms like the NYSE and Nasdaq. Aviso has been making waves across the research landscape with notable mentions in Forrester Research, Constellation Research, and Harvard Business Review. In the G2 Fall 2023 APAC report, Aviso was distinguished in Customer Revenue Optimization and rated as a High Performer in AI Sales Assistants for enterprise and mid-market sectors, in addition to Sales Analytics. Find your Revenue True North with Aviso AI at www.aviso.com. **Average Rating:** 4.3/5.0 **Total Reviews:** 971 **How Do G2 Users Rate Aviso?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.1/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.4/10 (Category avg: 8.2/10) - **Account Engagement:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Aviso?** - **Seller:** [Aviso, Inc.](https://www.g2.com/sellers/aviso-inc) - **Company Website:** https://www.aviso.com - **Year Founded:** 2014 - **HQ Location:** Redwood City, CA - **Twitter:** @AvisoInc (895 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3713385/ (364 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 42% Mid-Market, 42% Enterprise #### What Are Aviso's Pros and Cons? **Pros:** - Ease of Use (88 reviews) - Forecasting (68 reviews) - Features (54 reviews) - User Interface (46 reviews) - Efficiency (43 reviews) **Cons:** - Learning Curve (37 reviews) - Slow Loading (24 reviews) - Inaccurate Data (23 reviews) - Missing Features (23 reviews) - Slow Performance (23 reviews) ### What Do G2 Reviewers Say About Aviso? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Aviso, finding filters and dashboards intuitive for tracking and focus. - Users appreciate the **AI prediction feature** in Aviso, enhancing their understanding of quarterly outcomes and making forecasting easier. - Users appreciate the **robust features** of Aviso, enhancing their sales forecasting and overall productivity. - Users appreciate Aviso's **clean and organized UI** , which enhances navigation and provides valuable insights for better forecasting. - Users appreciate the **efficiency** of Aviso, enabling quick updates and organized forecasting that saves valuable time. **Cons:** - Users struggle with the **learning curve** of Aviso, finding setup and navigation time-consuming and unintuitive. - Users experience **slow loading times** , with pages taking over 10 seconds to refresh, impacting efficiency and usability. - Users experience **inaccurate data** with Aviso, particularly regarding Salesforce integration and AI forecasts, impacting decision-making. - Users find the **missing features** in Aviso limiting, requiring additional processes and causing confusion in usage. - Users report **slow performance** , facing delays and freezing, hindering their overall experience with Aviso. #### What Are Recent G2 Reviews of Aviso? **"[Streamlines Forecasting with Intuitive Insights](https://www.g2.com/survey_responses/aviso-review-12792275)"** **Rating:** 4.0/5.0 stars *— Tushar P.* [Read full review](https://www.g2.com/survey_responses/aviso-review-12792275) --- **"[Outstanding onboarding, seamless SFDC & Google Meet integrations, intuitive UI](https://www.g2.com/survey_responses/aviso-review-13049773)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/aviso-review-13049773) --- #### What Are G2 Users Discussing About Aviso? - [What is Aviso used for?](https://www.g2.com/discussions/what-is-aviso-used-for) ### 8. [Salesloft](https://www.g2.com/products/salesloft/reviews) Clari + Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari + Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth. **Average Rating:** 4.5/5.0 **Total Reviews:** 4,152 **How Do G2 Users Rate Salesloft?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.5/10 (Category avg: 8.2/10) - **Account Engagement:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Salesloft?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** https://salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,101 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% Mid-Market, 23% Small-Business #### What Are Salesloft's Pros and Cons? **Pros:** - Ease of Use (569 reviews) - Features (342 reviews) - Helpful (338 reviews) - Automation (303 reviews) - Time-saving (267 reviews) **Cons:** - Missing Features (239 reviews) - Call Issues (164 reviews) - Integration Issues (134 reviews) - Limitations (123 reviews) - Learning Curve (116 reviews) ### What Do G2 Reviewers Say About Salesloft? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Salesloft, finding setup and daily activities efficient and user-friendly. - Users love the **automation and integration features** of Salesloft, boosting productivity and enhancing sales engagement. - Users value the **helpful call tracking and cadence creation** features, enhancing their productivity and organization in outreach efforts. - Users value the **automation capabilities** of Salesloft, making call tracking and creating cadences effortless and efficient. - Users love the **time-saving features** of Salesloft, streamlining outreach and making prospecting more efficient. **Cons:** - Users find **missing features** like domain rotation and video integration limiting Salesloft's potential for email outreach. - Users experience **call issues** with Salesloft, including misalignment between app and website, complicating workflows significantly. - Users frequently experience **integration issues** with Salesloft, leading to frustration and inefficiencies in their sales processes. - Users find that Salesloft has **fewer features** than competitors, creating challenges in functionality and organization. - Users experience a **steep learning curve** with Salesloft, making it challenging to master its robust features. #### What Are Recent G2 Reviews of Salesloft? **"[Easy-to-Use Cadences and Automation That Boost SDR Efficiency](https://www.g2.com/survey_responses/salesloft-review-12625459)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/salesloft-review-12625459) --- **"[Boosts Sales Execution with Structured Cadences and CRM-Integrated Insights](https://www.g2.com/survey_responses/salesloft-review-12628860)"** **Rating:** 4.0/5.0 stars *— Harrison P.* [Read full review](https://www.g2.com/survey_responses/salesloft-review-12628860) --- #### What Are G2 Users Discussing About Salesloft? - [What innovative strategies are sales teams adopting with Salesloft to enhance customer engagement and sales effectiveness?](https://www.g2.com/discussions/what-innovative-strategies-are-sales-teams-adopting-with-salesloft-to-enhance-customer-engagement-and-sales-effectiveness) - [How is Salesloft being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-salesloft-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - 1 comment - [What is Salesloft used for?](https://www.g2.com/discussions/salesloft-what-is-salesloft-used-for) - 1 comment - [How much does SalesLoft cost?](https://www.g2.com/discussions/how-much-does-salesloft-cost) - [Is SalesLoft a CRM?](https://www.g2.com/discussions/is-salesloft-a-crm) - 6 comments, 1 upvote ### 9. [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential. **Average Rating:** 4.6/5.0 **Total Reviews:** 576 **How Do G2 Users Rate Revenue Grid?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.4/10 (Category avg: 8.2/10) - **Account Engagement:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Revenue Grid?** - **Seller:** [Revenue Grid](https://www.g2.com/sellers/revenue-grid) - **Company Website:** https://revenuegrid.com/ - **Year Founded:** 2006 - **HQ Location:** Atlanta, Georgia - **Twitter:** @Revenue_Grid_ (1,057 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/revenue-grid/ (142 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 47% Mid-Market, 41% Small-Business #### What Are Revenue Grid's Pros and Cons? **Pros:** - Ease of Use (41 reviews) - Salesforce Integration (37 reviews) - Integrations (34 reviews) - Helpful (29 reviews) - Customer Support (26 reviews) **Cons:** - Missing Features (8 reviews) - Technical Issues (7 reviews) - Learning Curve (6 reviews) - Limitations (6 reviews) - Slow Loading (6 reviews) ### What Do G2 Reviewers Say About Revenue Grid? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Revenue Grid, which streamlines workflows and enhances productivity across platforms. - Users value the **seamless Salesforce integration** of Revenue Grid, simplifying tasks directly within Outlook. - Users appreciate the **seamless integration with Salesforce and Outlook** , enhancing productivity and collaboration across teams. - Users value the **exceptional support** from Revenue Grid, with quick and effective responses enhancing their experience significantly. - Users praise the **attentive customer support** of Revenue Grid, highlighting prompt responses and effective assistance throughout usage. **Cons:** - Users find the **missing features** of Revenue Grid limiting, especially regarding integration and mobile functionality. - Users face **technical issues** during setup, requiring extensive troubleshooting before achieving stable functionality with Revenue Grid. - Users experience a **slight learning curve** with Revenue Grid, requiring time and support for initial setup and troubleshooting. - Users find the **CSV template rigidity** limiting, wishing for more flexible options in lead management and searching. - Users experience **slow loading** times with Revenue Grid, often requiring an Outlook restart for functionality. #### What Are Recent G2 Reviews of Revenue Grid? **"[Effortless Email Sync to Salesforce with Time-Saving Drag-and-Drop](https://www.g2.com/survey_responses/revenue-grid-review-12926033)"** **Rating:** 4.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-12926033) --- **"[Effortless Meeting Scheduling with Team Calendar Links](https://www.g2.com/survey_responses/revenue-grid-review-12973532)"** **Rating:** 4.5/5.0 stars *— Yvette L.* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-12973532) --- #### What Are G2 Users Discussing About Revenue Grid? - [What is Revenue Grid used for?](https://www.g2.com/discussions/what-is-revenue-grid-used-for) - [What can Google drive do?](https://www.g2.com/discussions/what-can-google-drive-do) - [What is dropbox and how does it work?](https://www.g2.com/discussions/what-is-dropbox-and-how-does-it-work) - [What can machine learning be used for?](https://www.g2.com/discussions/what-can-machine-learning-be-used-for) - [What is a revenue Grid?](https://www.g2.com/discussions/what-is-a-revenue-grid) - 2 comments ### 10. [Outreach](https://www.g2.com/products/outreach/reviews) 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 accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, and Verizon to name a few. To learn more, please visit www.outreach.io. **Average Rating:** 4.3/5.0 **Total Reviews:** 3,498 **How Do G2 Users Rate Outreach?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Data Segmentation:** 7.9/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.0/10 (Category avg: 8.2/10) - **Account Engagement:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Outreach?** - **Seller:** [Outreach](https://www.g2.com/sellers/outreach) - **Company Website:** https://www.outreach.io/demo - **Year Founded:** 2014 - **HQ Location:** Seattle, WA - **Twitter:** @outreach_io (7,689 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3559595/ (1,511 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:** 59% Mid-Market, 22% Enterprise #### What Are Outreach's Pros and Cons? **Pros:** - Ease of Use (87 reviews) - Automation (54 reviews) - Helpful (54 reviews) - Features (50 reviews) - Integrations (47 reviews) **Cons:** - Missing Features (38 reviews) - Learning Curve (26 reviews) - Limitations (24 reviews) - Limited Features (20 reviews) - Limited Customization (19 reviews) ### What Do G2 Reviewers Say About Outreach? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Outreach, appreciating its simplicity in managing follow-ups and contacts. - Users value the **automation capabilities** of Outreach, streamlining prospecting and enhancing communication efficiency significantly. - Users appreciate the **intuitive user interface** of Outreach, facilitating easy prospecting and effective communication. - Users appreciate the **streamlined prospecting process** in Outreach, enhancing strategic engagement and efficiency significantly. - Users value the **seamless integrations** of Outreach, enhancing communication management and streamlining workflow significantly. **Cons:** - Users express frustration with **missing features** , including limited mobile functionality and inadequate data handling capabilities. - Users find the **learning curve steep** with Outreach, noting it requires time to become proficient. - Users find that the **learning curve and navigation difficulties** in Outreach can hinder effective usage and setup. - Users find the **limited features** of Outreach hinder collaboration and customization, impacting overall usability and experience. - Users find **limited customization** options frustrating, particularly in reporting and collaboration across teams. #### What Are Recent G2 Reviews of Outreach? **"[Outreach Streamlines Multi-Channel Sequences and Follow-Ups Effortlessly](https://www.g2.com/survey_responses/outreach-review-12365799)"** **Rating:** 5.0/5.0 stars *— Silvina F.* [Read full review](https://www.g2.com/survey_responses/outreach-review-12365799) --- **"[Effective Campaign & Reporting Tool, Needs Autodialer Improvement](https://www.g2.com/survey_responses/outreach-review-12598441)"** **Rating:** 4.0/5.0 stars *— Anuj P.* [Read full review](https://www.g2.com/survey_responses/outreach-review-12598441) --- ### 11. [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) Backstory (formerly People.ai) is the Revenue Answers Platform for GTM leaders. Revenue leaders ask the same questions every day: Is this deal real? Where's my risk? What do I focus on next? Backstory gives you straight answers - grounded in 100% of actual revenue activity, not CRM guesses. With more than a decade of training AI models on billions of sales interactions, Backstory connects every signal to the right accounts and opportunities and delivers answers where you already work - whether that's your CRM, Claude, Copilot, or other AI tools you already use. With Backstory, you can: - Know which deals are real and which are at risk, without waiting for rep updates - Get forecast answers you can defend, backed by actual activity data - Ask revenue questions directly in the AI tools your team already uses - See exactly what's happening across your pipeline and what to do next Sales leaders from Red Hat, Palo Alto Networks, Iron Mountain, TransUnion, Five9, and Randstad rely on Backstory to drive trillions in pipeline and revenue. Recognized by Gartner and Forrester, the Inc. 5000, Y Combinator Top Companies, and Forbes AI 50. Based in San Francisco and backed by ICONIQ Capital, Andreessen Horowitz, and Lightspeed Venture Partners. **Average Rating:** 4.5/5.0 **Total Reviews:** 607 **How Do G2 Users Rate Backstory?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.7/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.5/10 (Category avg: 8.2/10) - **Account Engagement:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Backstory?** - **Seller:** [Backstory](https://www.g2.com/sellers/backstory-028935a9-8328-404d-9b5c-6a5ddb3bfe2d) - **Company Website:** https://www.backstory.ai/ - **Year Founded:** 2016 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/backstory-ai/ (85 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Enterprise, 39% Mid-Market #### What Are Backstory's Pros and Cons? **Pros:** - Helpful (3 reviews) - CRM Integration (2 reviews) - Customer Support (2 reviews) - Customization (2 reviews) - Ease of Use (2 reviews) ### What Do G2 Reviewers Say About Backstory? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **transformative insights** provided by People.ai, significantly enhancing sales management and decision-making capabilities. - Users praise the **seamless CRM integration** of People.ai, enhancing sales visibility and data-driven decision-making. - Users commend the **responsive customer support** of People.ai, enhancing their experience and driving successful outcomes. - Users admire the **customization options** in People.ai, enhancing alignment between the product and their unique business needs. - Users find People.ai to be **user-friendly and intuitive** , making integration and insights access a breeze. #### What Are Recent G2 Reviews of Backstory? **"[People.ai Transformed Our Sales Motion with Actionable Insights.](https://www.g2.com/survey_responses/backstory-review-12242339)"** **Rating:** 5.0/5.0 stars *— Jonathan B.* [Read full review](https://www.g2.com/survey_responses/backstory-review-12242339) --- **"[Stellar Partnership and Streamlined Sales Processes](https://www.g2.com/survey_responses/backstory-review-12242865)"** **Rating:** 5.0/5.0 stars *— Jamie C.* [Read full review](https://www.g2.com/survey_responses/backstory-review-12242865) --- #### What Are G2 Users Discussing About Backstory? - [What is People.ai used for?](https://www.g2.com/discussions/what-is-people-ai-used-for) - [What is PeopleGlass used for?](https://www.g2.com/discussions/what-is-peopleglass-used-for) ### 12. [Terret.ai](https://www.g2.com/products/terret-ai/reviews) Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret. **Average Rating:** 4.4/5.0 **Total Reviews:** 611 **How Do G2 Users Rate Terret.ai?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.1/10 (Category avg: 8.2/10) - **Account Engagement:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Terret.ai?** - **Seller:** [Terret ](https://www.g2.com/sellers/terret) - **Company Website:** https://terret.ai/ - **Year Founded:** 2018 - **HQ Location:** Santa Clara, CA - **Twitter:** @terret_ai - **LinkedIn® Page:** https://www.linkedin.com/company/boostup-ai/ (50 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Enterprise Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 64% Mid-Market, 32% Enterprise #### What Are Terret.ai's Pros and Cons? **Pros:** - Forecasting Ease (31 reviews) - Analytics (22 reviews) - Efficiency (19 reviews) - Easy Access (17 reviews) - Updates (17 reviews) **Cons:** - Salesforce Integration (31 reviews) - Integration Issues (17 reviews) - Forecasting Issues (16 reviews) - Inadequate Reporting (12 reviews) - Difficult Reporting (10 reviews) ### What Do G2 Reviewers Say About Terret.ai? *AI-generated summary from verified user reviews* **Pros:** - Users find **forecasting remarkably easy** with Terret.ai, enjoying clear overviews and seamless Salesforce integration. - Users value the **powerful analytics** of Terret.ai, facilitating quick and customizable insights for effective decision-making. - Users value the **efficiency** of Terret.ai, appreciating its time-saving capabilities and seamless CRM integration for better forecasts. - Users enjoy the **easy access** to comprehensive business insights through a well-organized and user-friendly dashboard. - Users appreciate the **efficient integration with SFDC** , streamlining updates and enhancing visibility for leadership and forecasting. **Cons:** - Users experience **connection issues with Salesforce** , causing delays and lag in data refresh which hinders functionality. - Users face **integration issues** with Salesforce, requiring extra attention to ensure data sync and updates are timely. - Users note the lack of **hierarchy forecasting** , which complicates creating accurate monthly forecasts for large transactions. - Users find the **reporting inadequate** , lacking flexibility for tracking forecast accuracy and viewing in multiple currencies. - Users find the **difficult reporting** of Terret.ai limits flexibility and complicates tracking forecasts and currencies effectively. #### What Are Recent G2 Reviews of Terret.ai? **"[Boostup is a great tool to have everything in one place! Love it](https://www.g2.com/survey_responses/terret-ai-review-8403565)"** **Rating:** 5.0/5.0 stars *— Ronny B.* [Read full review](https://www.g2.com/survey_responses/terret-ai-review-8403565) --- **"[Revolutionized Our Pipeline Management](https://www.g2.com/survey_responses/terret-ai-review-12596787)"** **Rating:** 4.0/5.0 stars *— Kody E.* [Read full review](https://www.g2.com/survey_responses/terret-ai-review-12596787) --- #### What Are G2 Users Discussing About Terret.ai? - [What is BoostUp.ai used for?](https://www.g2.com/discussions/what-is-boostup-ai-used-for) ### 13. [Xactly](https://www.g2.com/products/xactly/reviews) Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,079 **How Do G2 Users Rate Xactly?** - **Ease of Use:** 8.1/10 (Category avg: 8.9/10) - **Data Segmentation:** 6.7/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.3/10 (Category avg: 8.2/10) - **Account Engagement:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Xactly?** - **Seller:** [Xactly](https://www.g2.com/sellers/xactly) - **Company Website:** https://www.xactlycorp.com - **Year Founded:** 2005 - **HQ Location:** San Jose, CA - **Twitter:** @Xactly (21,081 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/22530/ (894 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Enterprise, 37% Mid-Market #### What Are Xactly's Pros and Cons? **Pros:** - Ease of Use (182 reviews) - Calculations (73 reviews) - Sales Incentives (70 reviews) - Incentives (61 reviews) - Compensation Management (60 reviews) **Cons:** - Not Intuitive (49 reviews) - Slow Loading (48 reviews) - Learning Curve (42 reviews) - Not User-Friendly (36 reviews) - Poor Interface Design (36 reviews) ### What Do G2 Reviewers Say About Xactly? *AI-generated summary from verified user reviews* **Pros:** - Users find Xactly very **easy to use** , streamlining the commission management process with its intuitive interface. - Users value the **effective handling of complex sales incentive calculations** in Xactly, enhancing transparency and motivation. - Users appreciate the **effective handling of complex sales incentive calculations** in Xactly, enhancing team versatility and workflow integration. - Users value the **intuitive platform for tracking incentives** , enhancing their ability to manage compensation and performance effectively. - Users value the **quick and accurate compensation calculations** of Xactly, enhancing visibility into performance and rewards. **Cons:** - Users find Xactly's **usability lacking** , struggling with an unintuitive interface and complex navigation issues. - Users experience **slow loading times** with Xactly, causing delays in report updates and frustrating navigation issues. - Users struggle with a **steep learning curve** due to clunky navigation and confusing UI changes affecting usability. - Users find Xactly's **user interface not friendly** , making it challenging to navigate and understand key functionalities. - Users criticize the **poor interface design** of Xactly, citing unintuitive navigation and outdated visual presentation. #### What Are Recent G2 Reviews of Xactly? **"[Intuitive UI, Exceptional AI Features with Room for Analytics Improvement](https://www.g2.com/survey_responses/xactly-review-8239)"** **Rating:** 5.0/5.0 stars *— Amanda B.* [Read full review](https://www.g2.com/survey_responses/xactly-review-8239) --- **"[Automates Processes but Struggles with Complex Credit Assignments](https://www.g2.com/survey_responses/xactly-review-101319)"** **Rating:** 5.0/5.0 stars *— James A.* [Read full review](https://www.g2.com/survey_responses/xactly-review-101319) --- #### What Are G2 Users Discussing About Xactly? - [What is your experience regarding pricing and costs for Xactly Forecasting, and how does it compare to other forecasting tools?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-xactly-forecasting-and-how-does-it-compare-to-other-forecasting-tools) - [What is Xactly Incent used for?](https://www.g2.com/discussions/what-is-xactly-incent-used-for) - 1 comment - [What is Xactly Forecasting used for?](https://www.g2.com/discussions/what-is-xactly-forecasting-used-for) - [What is Xactly Sales Planning used for?](https://www.g2.com/discussions/what-is-xactly-sales-planning-used-for) - [What is xactly connect?](https://www.g2.com/discussions/what-is-xactly-connect) ### 14. [Mediafly](https://www.g2.com/products/mediafly/reviews) Mediafly is a modular platform providing revenue enablement solutions for large enterprises. Mediafly’s content management, buyer and partner engagement, account and revenue intelligence, sales readiness, and value selling solutions make up the most comprehensive revenue enablement platform on the market. Mediafly is the only vendor to effectively combine enablement and intelligence in a unified platform. All of our solutions include industry-leading, self-serve analytics. Mediafly is built on top of a revenue BI solution — if you can explain it in words, we can report on it and help you act on it. A lot of solutions trap the data — we want to help you extend its value. That’s how Mediafly uniquely connects enablement with intelligence. Mediafly is used daily by top B2B go-to-market teams to engage buyers, prepare sellers, quantify and communicate value, and continuously optimize sales force performance. Mediafly is trusted by a vast network of sales, marketing, customer success, enablement, and operations professionals at global organizations including Nestlé, ADP, Conagra, Intuit, Heineken, Sealed Air, Sony and NVIDIA. “Mediafly is a good fit for chief revenue officers and chief sales officers in technology, consumer packaged goods (CPG), media, manufacturing, healthcare, and financial services that want to deliver highly engaging, value-focused content to buyers and gain holistic insights into buyer-seller interactions.” The Forrester Wave™: Sales Content Solutions, Q4 2022 **Average Rating:** 4.4/5.0 **Total Reviews:** 1,313 **How Do G2 Users Rate Mediafly?** - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.5/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.5/10 (Category avg: 8.2/10) - **Account Engagement:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Mediafly?** - **Seller:** [Mediafly, Inc](https://www.g2.com/sellers/mediafly-inc) - **Year Founded:** 2006 - **HQ Location:** Chicago, IL - **Twitter:** @Mediafly (2,543 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1468444/ (137 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Sales Operations Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 59% Mid-Market, 23% Enterprise #### What Are Mediafly's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Helpful (13 reviews) - Sharing Ease (11 reviews) - Easy Sharing (10 reviews) - Easy Access (8 reviews) **Cons:** - Missing Features (7 reviews) - Learning Curve (6 reviews) - Limitations (5 reviews) - Not Intuitive (5 reviews) - Slow Loading (5 reviews) ### What Do G2 Reviewers Say About Mediafly? *AI-generated summary from verified user reviews* **Pros:** - Users admire the **ease of use** of Mediafly, finding the interface visually appealing and user-friendly. - Users appreciate the **easy document sharing** and access on Mediafly, enhancing professionalism in client communications. - Users value the **sharing ease** of Mediafly, enabling secure and professional document delivery to clients effortlessly. - Users enjoy the **easy sharing** capabilities of Mediafly, providing professional access to documents anytime, anywhere. - Users appreciate the **easy access** to documents on Mediafly, enhancing organization and sharing with clients. **Cons:** - Users desire **missing features** like customizable dashboards and improved search flexibility for a better experience. - Users experience a **steep learning curve** with Mediafly, affecting usability and ease of navigation. - Users face **navigation challenges** and difficulties with the search feature, making the Mediafly experience less seamless. - Users find Mediafly **not intuitive** , noting clunky navigation and a confusing interface that hinders regular use. - Users experience **slow loading times** , particularly when downloading files or opening documents, which hampers usability. #### What Are Recent G2 Reviews of Mediafly? **"[Sharing with clients made easy](https://www.g2.com/survey_responses/mediafly-review-10761880)"** **Rating:** 4.0/5.0 stars *— Katie B.* [Read full review](https://www.g2.com/survey_responses/mediafly-review-10761880) --- **"[I love Mediafly for Easy Sales!](https://www.g2.com/survey_responses/mediafly-review-10282198)"** **Rating:** 5.0/5.0 stars *— Jen R.* [Read full review](https://www.g2.com/survey_responses/mediafly-review-10282198) --- ### 15. [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews) Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management, quotas, and capacity planning), Fullcast Perform (routing and policies), and Fullcast Pay (commissions) solutions. Fullcast empowers sales teams to sell more efficiently with AI-powered sales performance management. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. We seamlessly connect go-to-market planning activities with tactical sales execution, enabling your operations, sales, finance, marketing, and customer success teams to make continuous adjustments in response to real-time strategy changes. From territory management to commissions and performance tracking, we operate with speed, agility, and AI-powered automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 453 **How Do G2 Users Rate Fullcast?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Data Segmentation:** 7.8/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 6.5/10 (Category avg: 8.2/10) - **Account Engagement:** 7.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Fullcast?** - **Seller:** [Fullcast, Inc.](https://www.g2.com/sellers/fullcast-inc) - **Company Website:** https://www.fullcast.com/ - **Year Founded:** 2017 - **HQ Location:** Salt Lake City, UT - **LinkedIn® Page:** https://www.linkedin.com/company/fullcast-ai/ (407 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Founder, Account Executive - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 62% Small-Business, 30% Mid-Market #### What Are Fullcast's Pros and Cons? **Pros:** - Helpful (13 reviews) - Insights (12 reviews) - Ease of Use (9 reviews) - AI Summary (8 reviews) - Intuitive (8 reviews) **Cons:** - Data Management Issues (6 reviews) - Learning Curve (5 reviews) - Integration Issues (4 reviews) - Data Inaccuracy (3 reviews) - Difficult Navigation (3 reviews) ### What Do G2 Reviewers Say About Fullcast? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **data-driven insights** from Fullcast, enhancing coaching and progress tracking for their sales teams. - Users value the **data-driven insights** of Atrium, enhancing proactive coaching and improving performance tracking for sales teams. - Users appreciate the **ease of use** of Fullcast, enjoying intuitive dashboards and seamless data tracking capabilities. - Users appreciate the **intuitive dashboards** of Atrium, enhancing insights and tracking team performance effectively. - Users value the **intuitive AI** features that enhance coaching and self-reflection, significantly improving sales performance. **Cons:** - Users face **data management issues** , with delays in updates and challenges in associating activities accurately. - Users note a **steep learning curve** with Fullcast, which may hinder productivity for those unfamiliar with its features. - Users report **integration issues** with CRM, as data lags and user management remains a manual and time-consuming process. - Users experience **data inaccuracies** with Fullcast, leading to confusion and undermining effective coaching efforts. - Users find the **difficult navigation** of Fullcast frustrating, often leading to a cluttered and cumbersome experience. #### What Are Recent G2 Reviews of Fullcast? **"[Copy.ai is a great business writing assistant](https://www.g2.com/survey_responses/fullcast-review-6756970)"** **Rating:** 5.0/5.0 stars *— Jan-Paul B.* [Read full review](https://www.g2.com/survey_responses/fullcast-review-6756970) --- **"[Powerful, Flexible Territory Modeling with Seamless Salesforce Integration](https://www.g2.com/survey_responses/fullcast-review-12908457)"** **Rating:** 4.0/5.0 stars *— Jess T.* [Read full review](https://www.g2.com/survey_responses/fullcast-review-12908457) --- #### What Are G2 Users Discussing About Fullcast? - [Do you recommend Ebsta Inbox for Salesforce integration, and what benefits have you observed?](https://www.g2.com/discussions/do-you-recommend-ebsta-inbox-for-salesforce-integration-and-what-benefits-have-you-observed) - [What is Copy.ai used for?](https://www.g2.com/discussions/what-is-copy-ai-used-for) - [What is Ebsta Inbox used for?](https://www.g2.com/discussions/what-is-ebsta-inbox-used-for) - [What is Ebsta's Revenue Intelligence Platform used for?](https://www.g2.com/discussions/what-is-ebsta-s-revenue-intelligence-platform-used-for) - [What is Commissionly used for?](https://www.g2.com/discussions/what-is-commissionly-used-for) ### 16. [Revenue.io](https://www.g2.com/products/revenue-io/reviews) Revenue.io powers high-performing teams with real-time guidance. By surfacing and recommending what works best, Revenue.io enables hundreds of customers like HPE, Nutanix, and AWS to deliver predictable results and optimize their entire revenue operation. Founded in 2013, Revenue.io is headquartered in Los Angeles and backed by venture funding from Goldman Sachs, Bryant Stibel, and Palisades Capital. Learn more at www.revenue.io. **Average Rating:** 4.7/5.0 **Total Reviews:** 568 **How Do G2 Users Rate Revenue.io?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Data Segmentation:** 9.8/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.4/10 (Category avg: 8.2/10) - **Account Engagement:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Revenue.io?** - **Seller:** [Revenue.io](https://www.g2.com/sellers/revenue-io) - **Year Founded:** 2012 - **HQ Location:** Los Angeles, CA - **Twitter:** @revenue_io (4,277 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2625815/ (102 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Service Representative, Account Executive - **Top Industries:** Computer Software, Financial Services - **Company Size:** 59% Mid-Market, 22% Small-Business #### What Are Revenue.io's Pros and Cons? **Pros:** - Customer Support (33 reviews) - Ease of Use (30 reviews) - Helpful (30 reviews) - Easy Setup (25 reviews) - Salesforce Integration (25 reviews) **Cons:** - Call Issues (11 reviews) - Missing Features (9 reviews) - Limited Features (7 reviews) - Connection Issues (6 reviews) - Dialer Issues (6 reviews) ### What Do G2 Reviewers Say About Revenue.io? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **outstanding customer support** of Revenue.io, highlighting their responsiveness and effective implementation process. - Users appreciate the **ease of use** in Revenue.io, enabling efficient workflows and streamlined call logging. - Users love the **intuitive and efficient design** of Revenue.io, enhancing coaching and streamlining daily tasks effortlessly. - Users praise the **easy setup** of Revenue.io, highlighting seamless implementation and responsive support throughout the process. - Users value the **seamless Salesforce integration** of Revenue.io, enhancing workflow efficiency and simplifying processes. **Cons:** - Users experience **call issues** with dropped connections, unreliable mobile functionality, and challenges in accessing call recordings. - Users find **missing features** in Revenue.io, especially in mobile functionality and integrations with other tools. - Users find the **limited features** of Revenue.io restrictive, particularly concerning mobile support and integrations with other tools. - Users experience **connection issues** with Revenue.io, such as dropped calls and unreliable mobile functionality. - Users report **dialer issues** , such as dropped calls and random log-outs, which hinder their overall experience. #### What Are Recent G2 Reviews of Revenue.io? **"[Effortless Sales Automation with Salesforce Integration](https://www.g2.com/survey_responses/revenue-io-review-12801480)"** **Rating:** 4.5/5.0 stars *— Alex M.* [Read full review](https://www.g2.com/survey_responses/revenue-io-review-12801480) --- **"[Empowers Sales with Easy Call Review and Coaching](https://www.g2.com/survey_responses/revenue-io-review-13020882)"** **Rating:** 5.0/5.0 stars *— Angelique G.* [Read full review](https://www.g2.com/survey_responses/revenue-io-review-13020882) --- #### What Are G2 Users Discussing About Revenue.io? - [What is Revenue.io used for?](https://www.g2.com/discussions/revenue-io-what-is-revenue-io-used-for) - [What is Revenue.io used for?](https://www.g2.com/discussions/what-is-revenue-io-used-for) ### 17. [Tribble](https://www.g2.com/products/tribble/reviews) Tribble is a deal intelligence platform designed to empower enterprise sales teams by transforming scattered organizational knowledge into a strategic advantage throughout the deal cycle. At its core, Tribble utilizes a dynamic knowledge graph that aggregates various data sources, including documents, call recordings, emails, CRM data, past proposals, and compliance documentation. This integration creates a centralized intelligence hub that evolves with each interaction, ensuring that sales teams have access to the most relevant information at their fingertips. The platform particularly shines in its ability to streamline the RFP (Request for Proposal) and questionnaire response processes. Tribble generates highly accurate and confident AI-driven responses by anchoring each answer in the organization’s approved knowledge base, complete with source attribution and confidence scoring. This capability allows teams to respond to inquiries in a matter of hours rather than weeks, ensuring that every response leverages the strongest institutional knowledge available, rather than relying solely on individual recollections. This feature positions Tribble as a leader in the market for organizations looking to enhance their proposal efficiency and effectiveness. Beyond improving response times, Tribble Engage equips sales teams with real-time intelligence for every client interaction. The platform automates pre-call preparations, providing essential context to ensure that team members enter meetings well-prepared. During meetings, Tribble offers coaching and guidance to steer conversations toward desired outcomes. Additionally, automated follow-ups, CRM updates, and tailored communications reduce the administrative burden on sales professionals, allowing them to concentrate on selling rather than paperwork. The analytics feature, Tribblytics, further enhances the platform by converting every deal interaction into actionable insights. Users can identify knowledge gaps that may have cost them deals and determine which content needs to be developed next. By tracking response quality trends across the team, organizations can ensure that each subsequent proposal is stronger than the last. This proactive approach turns potential blind spots into competitive advantages, enabling teams to continuously improve their performance. Tribble seamlessly integrates with existing technology stacks, including Salesforce, HubSpot, SharePoint, and Google Drive, ensuring that institutional knowledge is automatically incorporated into every response and conversation. By eliminating low-value tasks that can hinder deal progression, Tribble allows organizations to focus on revenue-driving activities, enabling them to respond faster, engage more intelligently, and ultimately win more deals. **Average Rating:** 4.7/5.0 **Total Reviews:** 158 **How Do G2 Users Rate Tribble?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Data Segmentation:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Tribble?** - **Seller:** [Tribble](https://www.g2.com/sellers/tribble) - **Company Website:** https://tribble.ai/ - **Year Founded:** 2023 - **HQ Location:** Los Angeles, CA - **Twitter:** @Tribble_ai (36 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/tribbleai/ (23 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 43% Mid-Market, 39% Enterprise #### What Are Tribble's Pros and Cons? **Pros:** - Ease of Use (48 reviews) - Time-saving (43 reviews) - Efficiency (31 reviews) - Integrations (26 reviews) - RFP Management (24 reviews) **Cons:** - Inaccurate Responses (16 reviews) - Limited Features (12 reviews) - AI Inaccuracy (9 reviews) - AI Limitations (8 reviews) - Inaccuracy (8 reviews) ### What Do G2 Reviewers Say About Tribble? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **easy-to-use interface** of Tribble, which significantly enhances efficiency in managing RFX responses. - Users value the **time-saving** capabilities of Tribble, significantly reducing workload and expediting response accuracy under tight deadlines. - Users praise Tribble for its **efficiency** , significantly reducing workload and improving response accuracy for RFX tasks. - Users appreciate the **seamless integrations** of Tribble, enhancing efficiency and accessibility across sales and engineering teams. - Users appreciate the **efficiency of RFP management** in Tribble, saving time and effort while streamlining responses. **Cons:** - Users face challenges with **inaccurate responses** from Tribble, requiring careful evaluation and precise prompts for better results. - Users wish for a **broader set of features** in Tribble to enhance project management and simplify usage. - Users face challenges with **AI inaccuracy** , experiencing outdated information and vague responses that require additional clarification. - Users find **AI limitations** apparent in vague responses, outdated knowledge, and the requirement for precise prompting for better results. - Users face **inaccuracies** with Tribble, noting the need for precise prompting for improved output quality. #### What Are Recent G2 Reviews of Tribble? **"[Tribble is Friendly, Trainable, and Gives Spot-On Answers. I Use It Every Day!](https://www.g2.com/survey_responses/tribble-review-12860818)"** **Rating:** 5.0/5.0 stars *— Erik L.* [Read full review](https://www.g2.com/survey_responses/tribble-review-12860818) --- **"[Tribble Makes Our Tech Stack Click—Intuitive Workflows and Time-Saving Answers](https://www.g2.com/survey_responses/tribble-review-11162777)"** **Rating:** 4.5/5.0 stars *— Caroline J.* [Read full review](https://www.g2.com/survey_responses/tribble-review-11162777) --- ### 18. [CaliberMind](https://www.g2.com/products/calibermind/reviews) CaliberMind is the GTM Intelligence and Multi-Touch Attribution platform for enterprise marketers seeking to make data-driven decisions. The platform solves the critical challenge of fragmented and siloed data by unifying disconnected marketing and sales engagement signals into a single, reliable view of the buyer journey. By connecting prospect activities directly to outcomes, CaliberMind delivers a complete picture of go-to-market performance attributing it to the hard unit of measure that business cares about - the revenue dollars. Our AI-assisted reporting features leverage this unified data foundation to streamline creation of role-based dashboards and aggregation of buyer journey summaries, turning data chaos into clear, actionable insights. This empowers marketing teams to confidently prove their impact, optimize campaign performance, and shift their focus from manual reporting to making the strategic decisions that drive predictable revenue. We help Marketing Operations, Sales Operations and Revenue Operations Teams to Deploy Analytics and Custom Reporting At Scale. The era of spreadsheet scrambles, ad-hoc report pulls, and data guesswork that takes days is over. MOps teams shouldn’t be buried in tickets and manual rework — and Marketing leadership shouldn’t have to wait for their reports and then wonder if the numbers are right. CaliberMind helps you solve for both: Our dashboards deliver executive-ready insights, powered by harmonized data — no stitching, no second-guessing. Say goodbye to double-counting, under-reporting, and data wrangling. Say hello to “give me five minutes to check that.” **Average Rating:** 4.5/5.0 **Total Reviews:** 188 **How Do G2 Users Rate CaliberMind?** - **Ease of Use:** 8.0/10 (Category avg: 8.9/10) - **Data Segmentation:** 7.8/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.1/10 (Category avg: 8.2/10) - **Account Engagement:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind CaliberMind?** - **Seller:** [CaliberMind](https://www.g2.com/sellers/calibermind) - **Company Website:** https://www.CaliberMind.com - **Year Founded:** 2016 - **HQ Location:** Boulder, CO - **Twitter:** @calibermind (640 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6439916/ (33 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 49% Mid-Market, 44% Enterprise #### What Are CaliberMind's Pros and Cons? **Pros:** - Ease of Use (42 reviews) - Insights (40 reviews) - Attribution Accuracy (37 reviews) - Helpful (36 reviews) - Analytics (35 reviews) **Cons:** - Learning Curve (42 reviews) - Complexity (20 reviews) - Steep Learning Curve (19 reviews) - Limitations (14 reviews) - Not Intuitive (14 reviews) ### What Do G2 Reviewers Say About CaliberMind? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of CaliberMind, appreciating its simple setup and flexibility in reporting. - Users value the **in-depth insights** from CaliberMind, enhancing visibility into marketing impact and facilitating effective reporting. - Users value the **attribution accuracy** of CaliberMind, enabling precise insights into marketing impact on performance and budgeting. - Users commend the **responsive customer support** of CaliberMind, highlighting their quick solutions and dedication to satisfaction. - Users value the **insightful analytics** of CaliberMind, enabling deep campaign performance and revenue visibility across channels. **Cons:** - Users face a **steep learning curve** with CaliberMind, making setup and adoption challenging, especially for new marketers. - Users find the **complexity** of sharing data and navigating the platform to be a significant hurdle. - Users face a **steep learning curve** with CaliberMind, particularly for new marketers adapting to attribution concepts. - Users find **limitations in engagement capabilities** and express a need for improved organization and speed. - Users find CaliberMind's interface **not intuitive** , leading to challenges with configuration, setup, and data visualization. #### What Are Recent G2 Reviews of CaliberMind? **"[Flexible Attribution Models with Insightful Journey Reporting and Great Support](https://www.g2.com/survey_responses/calibermind-review-12946187)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/calibermind-review-12946187) --- **"[Clear Multi-Channel Revenue Impact Insights in One UI](https://www.g2.com/survey_responses/calibermind-review-12706399)"** **Rating:** 4.5/5.0 stars *— Kaitlyn H.* [Read full review](https://www.g2.com/survey_responses/calibermind-review-12706399) --- #### What Are G2 Users Discussing About CaliberMind? - [How do you use Calibermind?](https://www.g2.com/discussions/how-do-you-use-calibermind) - [What is the use of Calibermind?](https://www.g2.com/discussions/what-is-the-use-of-calibermind) - 1 comment - [What is Leadspace?](https://www.g2.com/discussions/what-is-leadspace) - [What does CaliberMind do?](https://www.g2.com/discussions/what-does-calibermind-do) - 1 comment ### 19. [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?** - **Ease of Use:** 7.7/10 (Category avg: 8.9/10) - **Data Segmentation:** 6.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 5.8/10 (Category avg: 8.2/10) - **Account Engagement:** 7.1/10 (Category avg: 8.6/10) **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:** https://www.linkedin.com/company/altify/ (111 employees on LinkedIn®) - **Phone:** +1 866 570 3836 **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 54% Enterprise, 38% Mid-Market #### What Are Altify's Pros and Cons? **Pros:** - Customer Support (3 reviews) - Account Management (2 reviews) - Ease of Use (2 reviews) - Efficiency (2 reviews) - Insights (2 reviews) **Cons:** - Not Intuitive (3 reviews) - Complexity (1 reviews) - Expensive (1 reviews) - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) ### What Do G2 Reviewers Say About Altify? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **quick and responsive customer support** of Altify, enhancing their overall experience and decision-making. - Users find Altify's **effective account management** boosts Salesforce adoption and streamlines account planning. - Users appreciate the **ease of use** of Altify, highlighting its friendly interface and efficient customer support. - Users appreciate the **efficiency** of Altify, streamlining account planning and boosting salesforce adoption effectively. - Users value the **AI-driven insights** of Altify, enhancing decision-making and mapping key stakeholders effectively. **Cons:** - Users find Altify to have a **not intuitive interface** , making navigation and finding key details challenging. - Users find the **UI/UX rather complex** , expressing a desire for easier navigation and simpler usability. - Users find Altify's pricing to be **expensive** , which poses challenges for small companies seeking budget-friendly solutions. - Users find the **learning curve challenging** due to limited functionality and a complicated interface. - Users report **learning difficulties** due to limited functionality and a challenging interface in Altify. #### 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) ### 20. [Apollo.io](https://www.g2.com/products/apollo-io/reviews) Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs. **Average Rating:** 4.7/5.0 **Total Reviews:** 9,342 **How Do G2 Users Rate Apollo.io?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.7/10 (Category avg: 8.2/10) - **Account Engagement:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Apollo.io?** - **Seller:** [Apollo.io](https://www.g2.com/sellers/apollo-io) - **Company Website:** https://www.apollo.io/ - **Year Founded:** 2015 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 67% Small-Business, 29% Mid-Market #### What Are Apollo.io's Pros and Cons? **Pros:** - Ease of Use (1587 reviews) - Lead Generation (1349 reviews) - Features (1321 reviews) - Helpful (1317 reviews) - Time-saving (1123 reviews) **Cons:** - Missing Features (559 reviews) - Inaccurate Data (469 reviews) - Learning Curve (458 reviews) - Limited Features (431 reviews) - Data Inaccuracy (420 reviews) ### What Do G2 Reviewers Say About Apollo.io? *AI-generated summary from verified user reviews* **Pros:** - Users find Apollo.io **easy to use** , praising its intuitive UI and seamless integration of features. - Users benefit from **efficient lead generation** with Apollo.io, simplifying outreach and maximizing sales potential. - Users value Apollo.io for its **comprehensive database and seamless LinkedIn integration** , enhancing efficiency in prospecting. - Users find the **mass outbound automation** of Apollo.io incredibly efficient, saving significant time in their outreach efforts. - Users love the **time-saving automation** of Apollo.io, streamlining prospecting and outreach for increased productivity. **Cons:** - Users wish for improved **feature offerings** in Apollo.io, like multiple CRM integrations and better automation options. - Users experience issues with **data inaccuracy** on Apollo.io, requiring manual verification and causing potential outreach errors. - Users criticize the **steep learning curve** of Apollo.io, often finding the UI confusing and unintuitive. - Users express concern over **limited features** , such as CRM integration and sequence restrictions in lower-tier plans. - Users face challenges with **data inaccuracy** , encountering outdated or incorrect contact information that hampers outreach efforts. #### What Are Recent G2 Reviews of Apollo.io? **"[Best value B2B prospecting tool on the market today](https://www.g2.com/survey_responses/apollo-io-review-12700971)"** **Rating:** 5.0/5.0 stars *— Praveen K.* [Read full review](https://www.g2.com/survey_responses/apollo-io-review-12700971) --- **"[One Platform for Prospecting, Outreach, and Pipeline Growth](https://www.g2.com/survey_responses/apollo-io-review-12951676)"** **Rating:** 4.5/5.0 stars *— Satya R.* [Read full review](https://www.g2.com/survey_responses/apollo-io-review-12951676) --- #### What Are G2 Users Discussing About Apollo.io? - [What unique capabilities does Apollo.io offer for streamlining sales and marketing workflows?](https://www.g2.com/discussions/what-unique-capabilities-does-apollo-io-offer-for-streamlining-sales-and-marketing-workflows) - 4 comments, 2 upvotes - [What is Apollo.io used for?](https://www.g2.com/discussions/apollo-io-what-is-apollo-io-used-for) - 6 comments, 3 upvotes - [How do I remove my information from Apollo io?](https://www.g2.com/discussions/how-do-i-remove-my-information-from-apollo-io) - 4 comments, 1 upvote - [Is Apollo IO free?](https://www.g2.com/discussions/is-apollo-io-free) - 10 comments, 5 upvotes - [What is Apollo io?](https://www.g2.com/discussions/what-is-apollo-io) - 3 comments, 1 upvote ### 21. [Bigtincan Engagement](https://www.g2.com/products/bigtincan-engagement/reviews) We aspire to make every customer interaction successful. Every email, every meeting, and every presentation should provide value and lead buyers to the best decision. Bigtincan Engagement (formerly Clearslide) provides a complete Sales Engagement solution that combines content management, integrated communications, engagement analytics, conversation intelligence, AI-powered meeting automation, and guided selling to power dynamic conversations with buyers. Bigtincan Engagement is designed to enhance sales effectiveness by addressing common challenges faced by sales teams. It aims to increase active selling time, optimize sales interactions, and provide better visibility into buyer needs. Key features include: Centralized Content Management: Sellers can access a variety of content from multiple systems, ensuring they have the most up-to-date materials. Real-Time Buyer Engagement: The platform allows for immediate reactions to engaged buyers through notifications and automates email outreach to focus on active opportunities. Personalized Experiences: Engagement Hub enables the creation of personalized microsites for buyers, allowing sellers to tailor content and interactions based on buyer interests and needs. Analytics and Insights: The platform provides detailed engagement insights, helping sellers understand how buyers interact with shared content, which can uncover hidden needs. Conversation Intelligence: This feature transcribes and analyzes sales calls, providing feedback on tone and articulation, which aids in self-coaching for sales reps. These capabilities are designed to empower sales teams to create engaging, measurable buyer experiences that drive sales success. Bigtincan Engagement customers report: 10%-20% increase in closed deals 25% decrease in time to on-board new reps 50%-80% reduction in selling costs **Average Rating:** 4.1/5.0 **Total Reviews:** 575 **How Do G2 Users Rate Bigtincan Engagement?** - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Data Segmentation:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Bigtincan Engagement?** - **Seller:** [Bigtincan](https://www.g2.com/sellers/bigtincan) - **Year Founded:** 2011 - **HQ Location:** Waltham, MA - **Twitter:** @bigtincan (2,236 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bigtincan (184 employees on LinkedIn®) - **Phone:** 781-405-2376 **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Internet - **Company Size:** 55% Mid-Market, 28% Enterprise #### What Are Recent G2 Reviews of Bigtincan Engagement? **"[ClearSlide: Real-time A/V/W Conferencing GOAT & BOAT of All Times](https://www.g2.com/survey_responses/bigtincan-engagement-review-7770942)"** **Rating:** 4.5/5.0 stars *— Divya N.* [Read full review](https://www.g2.com/survey_responses/bigtincan-engagement-review-7770942) --- **"[Very good tool.](https://www.g2.com/survey_responses/bigtincan-engagement-review-9428024)"** **Rating:** 5.0/5.0 stars *— Nicolo F. V.* [Read full review](https://www.g2.com/survey_responses/bigtincan-engagement-review-9428024) --- #### What Are G2 Users Discussing About Bigtincan Engagement? - [What is ClearSlide used for?](https://www.g2.com/discussions/what-is-clearslide-used-for) - [What is SalesDirector.ai used for?](https://www.g2.com/discussions/what-is-salesdirector-ai-used-for) ### 22. [Weflow](https://www.g2.com/products/weflow/reviews) Weflow is a Revenue AI Platform that captures every customer interaction and unlocks AI insights to help you convert and forecast your pipeline. Weflow offers a suite of products: - Activity Capture ($19/user/month (billed annually) - Conversation Intelligence ($39/user/month (billed annually) - Deal Intelligence & Forecasting ($39/user/month (billed annually) Pick single modules from above or bundles to save: - Revenue AI Foundation : Unify your GTM data with automated Salesforce data capture. Use AI to handle rep workflows and coach your team. - Revenue AI Business: Everything in Foundation, plus full deal and account intelligence. AI-powered scoring, summaries, and pipeline visibility, built in. - Revenue AI Enterprise: Everything in Business, plus AI-powered forecasting. Predict revenue, analyze pipeline, and run forecasts across your org. Transparent pricing, no platform fees. Premium support included. Learn more at: weflow.ai **Average Rating:** 4.6/5.0 **Total Reviews:** 120 **How Do G2 Users Rate Weflow?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.3/10 (Category avg: 8.2/10) - **Account Engagement:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Weflow?** - **Seller:** [Weflow](https://www.g2.com/sellers/weflow) - **Year Founded:** 2021 - **HQ Location:** Berlin, DE - **Twitter:** @getweflow (56 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getweflow/ (27 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 48% Mid-Market, 26% Small-Business #### What Are Weflow's Pros and Cons? **Pros:** - Accuracy (1 reviews) - Analytics (1 reviews) - Customer Support (1 reviews) - Data Accuracy (1 reviews) - Ease of Use (1 reviews) **Cons:** - Salesforce Integration (1 reviews) ### What Do G2 Reviewers Say About Weflow? *AI-generated summary from verified user reviews* **Pros:** - Users value the **80% more data accuracy** provided by Weflow, enhancing pipeline management and forecasting discussions. - Users value the **data accuracy** of Weflow, enhancing communication and efficiency in revenue operations. - Users commend the **excellent customer support** of Weflow, enhancing their experience and ensuring efficient data management. - Users value Weflow for its **80% increased data accuracy** , enhancing communication between revenue leadership and sales reps. - Users praise the **ease of use** of Weflow, facilitating smoother data entry and improving CRM interaction. **Cons:** - Users find Salesforce Integration to feel like just another **widget on Salesforce** , adding complexity without significant benefit. #### What Are Recent G2 Reviews of Weflow? **"[No more writing up notes after client calls](https://www.g2.com/survey_responses/weflow-review-12870542)"** **Rating:** 5.0/5.0 stars *— Laszlo P.* [Read full review](https://www.g2.com/survey_responses/weflow-review-12870542) --- **"[Weflow changed how I manage my meetings allowing me to focus on the client, not on my notes.](https://www.g2.com/survey_responses/weflow-review-12856790)"** **Rating:** 5.0/5.0 stars *— Angel Rene L.* [Read full review](https://www.g2.com/survey_responses/weflow-review-12856790) --- #### What Are G2 Users Discussing About Weflow? - [What is Weflow used for?](https://www.g2.com/discussions/what-is-weflow-used-for) ## What Is Revenue Operations & Intelligence (RO&I) Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to Revenue Operations & Intelligence (RO&I) Software? - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [Sales Coaching Software](https://www.g2.com/categories/sales-coaching) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) - [Revenue AI Platforms](https://www.g2.com/categories/revenue-ai-platforms) --- ## How Do You Choose the Right Revenue Operations & Intelligence (RO&I) Software? ### What You Should Know About Revenue Operations Software ### Revenue Operations & Intelligence (RO&I) software buying insights at a glance [Revenue Operations & Intelligence (RO&I)](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) software enables organizations to align sales, marketing, and customer success teams around a unified revenue strategy by centralizing data, standardizing workflows, and delivering actionable insights across the customer lifecycle. As go-to-market motions become more complex and data-driven, relying on fragmented tools and manual reporting often leads to visibility gaps and inconsistent execution. A dedicated RO&I platform enables companies to operationalize their revenue strategy at scale by connecting systems, enforcing process consistency, and enhancing decision-making. Based on G2 review data, organizations most commonly adopt revenue operations and intelligence tools to enhance pipeline visibility, improve forecasting accuracy, and foster cross-functional alignment. Core use cases frequently include real-time pipeline tracking, revenue forecasting, rep performance management, and executive-level reporting. Buyers highlight benefits such as faster access to insights, clearer accountability across teams, and improved coordination between revenue-facing functions. As companies scale, RevOps leaders increasingly emphasize the importance of consistent execution and data reliability, particularly when forecasts and performance metrics are used to inform strategic decisions. For teams evaluating revenue intelligence software, the focus is often on visibility and accuracy, ensuring that leadership can trust the data used to assess pipeline health, rep productivity, and overall revenue performance. RO&I software is typically offered through subscription-based pricing models, with costs influenced by factors such as user count, data volume, feature depth, and access to advanced analytics or AI-driven insights. Buyers should consider not only licensing fees but also implementation complexity and ongoing data management when estimating the total cost of ownership. ### Top FAQs from Buyers Research - How does RO&I software improve forecasting accuracy and pipeline visibility? - What level of data standardization is required before implementing RO&I tools? - How do revenue intelligence platforms integrate with [CRM](https://www.g2.com/categories/crm) and [sales engagement](https://www.g2.com/categories/sales-engagement) systems? - What degree of customization is needed to support different GTM teams? - How do AI-driven revenue insights differ from traditional reporting dashboards? G2’s top-rated Revenue Operations & Intelligence software, based on verified reviews, includes [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews), [Gong](https://www.g2.com/products/gong/reviews), [Clari](https://www.g2.com/products/clari/reviews) and [Substrata](https://www.g2.com/products/substrata-substrata/reviews). (Source: [Grid Report](https://www.g2.com/reports/14e331e0-81d3-4feb-b3b6-63add31f9b75/preview?tab=scores)) ### What are the top-reviewed Revenue Operations & Intelligence (RO&I) on G2? [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 2,735 - Satisfaction: 100 - Market Presence: 99 - G2 Score: 100 [Gong](https://www.g2.com/products/gong/reviews) - Number of Reviews: 985 - Satisfaction: 89 - Market Presence: 73 - G2 Score: 81 [Clari](https://www.g2.com/products/clari/reviews) - Number of Reviews: 1,536 - Satisfaction: 67 - Market Presence: 66 - G2 Score: 67 [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - Number of Reviews: 199 - Satisfaction: 99 - Market Presence: 35 - G2 Score: 66 Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Revenue Operations & Intelligence (RO&I)? #### Feedback Pros: What Users Consistently Appreciate - **Real-time pipeline visibility across teams and leadership dashboards** - “Salesforce Sales Cloud is most helpful for its powerful lead and opportunity management. Its automation, real-time pipeline visibility, and AI-driven insights help sales teams close deals faster and work more efficiently.” - [Nathalie J.](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-11487120), Salesforce Sales Cloud Review - **Centralized revenue data replacing fragmented spreadsheets and reports** - “I really appreciate Clari’s intuitive and user-friendly interface, which made setting it up smooth and easy, especially in comparison to other tools I've used. The AI forecasting capabilities are impressively accurate, offering invaluable insights into my team's pipeline and larger deals. I love the ability to star accounts, simplifying my focus on significant deals and helping me strategize my next moves effectively. The seamless integration with Salesforce is another strong point, allowing me to quickly update and organize data without spending too much time in a tool I don’t enjoy.” - [Paul K.](https://www.g2.com/products/clari/reviews/clari-review-11593663), Clari Review - **A dependable platform for negotiations**. - “Its equally effective for both verbal and non verbal interactions. The call preparations tools are practical, and the feedback keeps our team aligned and consistent. It brings attention to subtle patterns that usually get overlooked when conversations move quickly. Everything feels more structured with Substrata, and whenever an issue arises their customer support team is quick to respond.” - [Usman S](https://www.g2.com/products/substrata-substrata/reviews/substrata-review-11598060)., Substrata Review #### Cons: Where Many Platforms Fall Short - **Advanced analytics features have steep learning curves for new users** - “The learning curve can be steep for first time users, especially when they first see the more complex AI analytics. More comprehensive tutorials or in app tips could provide a smoother onboarding experience for recruitment specialists who typically do not use a sales focused platform.” - [Ravi S.](https://www.g2.com/products/substrata-substrata/reviews/substrata-review-11739548), Substrata Review - **AI tracker setup is complex with restrictive data export options** - “I found the AI tracker setup to be quite difficult, especially concerning the user interface when setting up keywords or smart trackers. Moreover, I cannot download all the data myself unless we upgrade the plan, which isn't ideal and results in me not fully utilizing Gong. The requirement to download snippets one by one using copy and paste is particularly annoying. This is a cumbersome process, especially if dealing with a large number of snippets, and detracts from the efficiency that Gong should provide. I believe this isn't the best way of selling your AI feature.” - [Angeline T.](https://www.g2.com/products/gong/reviews/gong-review-11765285), Gong Review - **Training lacks structured learning paths and role-based context** - “The training could be structured a little differently to follow a more predetermined path. Cheat sheets would be very helpful to hand out to the reps as well with simple shortcuts for the different products that you have (sequences, signals etc). Instead of running right into the meat of the training it would be helpful for the trainer to 1st give a high level overview of the screen and what we are looking at. Also, the trainers should understand our business a little better and what the roles are of the individuals on the training so it can help them on;ly show this that pertain to them.” - [Bruce S](https://www.g2.com/products/revenue-grid/reviews/revenue-grid-review-9027132)., Revenue Grid ### My Expert Takeaway on Revenue Operations Software According to G2 review data, Revenue Operations & Intelligence software delivers the strongest results when organizations treat RevOps as an operating system rather than a standalone reporting layer. High-performing teams tend to establish clear ownership over data quality, forecasting methodology, and process governance early on, which reduces downstream inconsistencies and improves trust in revenue metrics across teams. Organizations with above-average satisfaction scores commonly invest in foundational capabilities such as data hygiene, forecasting discipline, and enablement. Reviews indicate that outcomes are strongest when RevOps owns both the tooling and the operational processes that govern how data is captured, interpreted, and acted upon. This model is especially prevalent among SaaS, fintech, and B2B services teams, where revenue complexity requires tighter coordination and accountability. Across the category, average ratings consistently cluster above 4.3, with particularly strong marks for pipeline visibility and likelihood to recommend when adoption extends company-wide. For companies evaluating RO&I solutions, the data suggests that broad adoption and disciplined operational ownership are key drivers of long-term value, enabling revenue teams to scale without sacrificing visibility or execution consistency. ### Revenue Operations Software FAQs #### What is revenue operations and intelligence (RO&I)? Revenue Operations & Intelligence (RO&I) combines process alignment, systems management, and analytics to optimize revenue performance across sales, marketing, and customer success. It uses revenue operations software and revenue intelligence software to unify data, improve forecasting accuracy, and help leaders make informed, real-time decisions across the entire revenue lifecycle. #### What are the 4 pillars of revenue operations? The four pillars are people, process, data, and technology. Together, they ensure teams operate from consistent workflows, trusted data, and aligned incentives. A strong revenue intelligence platform supports these pillars by turning operational data into insights that guide planning, execution, and performance management. #### What is the role of revenue operations? Revenue operations aligns go-to-market teams around shared goals, standardized processes, and accurate data. The role includes owning forecasting, pipeline management, reporting, and tooling strategy. Effective RevOps teams use RevOps frameworks to eliminate friction, improve predictability, and drive scalable growth. #### Which RO&I software is the best? Based on G2 review trends, the best revenue intelligence platform varies by company size and use case. Buyers consistently rate tools highly when they deliver real-time visibility, forecasting accuracy, and strong CRM alignment. Satisfaction scores tend to be highest where adoption spans sales leadership and frontline teams. The best RO&I software are [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews), [Gong](https://www.g2.com/products/gong/reviews), [Clari](https://www.g2.com/products/clari/reviews), and [Substrata](https://www.g2.com/products/substrata-substrata/reviews). #### What are the top-rated RO&I software for growth-focused firms? Growth-focused firms favor platforms that combine forecasting, pipeline inspection, and rep-level insights. Reviews show higher likelihood to recommend when tools support rapid scaling, multi-team collaboration, and executive reporting without heavy customization or manual work. Here are the top-rated Revenue Operations & Intelligence (RO&I) software platforms for growth-focused firms: - [Gong](https://www.g2.com/products/gong/reviews) – Leading AI-driven platform for unified revenue data, insights, and automated sales workflows. - [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) – Comprehensive sales and revenue management, forecasting, and intelligence. - [Salesloft](https://www.g2.com/products/salesloft/reviews) – Revenue orchestration platform with advanced analytics, automation, and sales engagement tools. #### What is the best revenue operations software for a mid-sized tech company? For [mid-sized tech companies](https://www.g2.com/categories/revenue-operations-intelligence-ro-i/mid-market), the best Revenue operations software strikes a balance between advanced analytics and ease of use. G2 reviewers highlight tools that integrate seamlessly with existing systems, require minimal administrative overhead, and deliver actionable insights without requiring enterprise-level complexity. The best RO&I software for a mid-sized company are [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews), [MaxIQ](https://www.g2.com/products/maxiq/reviews), [Apollo.io](https://www.g2.com/products/apollo-io/reviews), [Substrata](https://www.g2.com/products/substrata-substrata/reviews).   ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Julie Jung](https://research.g2.com/insights/author/julie-jung) **Last updated on: January 7, 2026**