Best Revenue Operations & Intelligence (RO&I) Software for Medium-Sized Businesses - Page 2

How Many Revenue Operations & Intelligence (RO&I) Software Products Does G2 Track?

Total Products under this Category: 179

Category Stats (Sep 2026)

  • Average Rating: 4.67/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Mria CRM (+3.71%) - Among all products in this category, Mria CRM recorded the largest rating increase compared to last month

Last updated: September 29, 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
  • 75,800+ Authentic Reviews
  • 179+ Products
  • Unbiased Rankings

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

G2 Grid® for Revenue Operations & Intelligence (RO&I) Software

G2 Grid® for Revenue Operations & Intelligence (RO&I) Software plotting products by satisfaction and market presence

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Gong, Salesloft, GTM Studio - Powered by ZoomInfo, Revenue Grid, HubSpot Data Hub, Substrata, and Apollo.io.

Underlying data: [Grid® JSON](https://www.g2.com/categories/revenue-operations-intelligence-ro-i/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=gong&focus%5B%5D=salesloft&focus%5B%5D=gtm-studio-powered-by-zoominfo&focus%5B%5D=revenue-grid&focus%5B%5D=hubspot-data-hub&focus%5B%5D=substrata-substrata&focus%5B%5D=apollo-io&segment=mid-market)

Coefficient

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

Average Rating: 4.7/5.0

Total Reviews: 202

How Do G2 Users Rate Coefficient?

  • Ease of Use: 9.2/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.1/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 7.2/10 (Category avg: 8.3/10)
  • Account Engagement: 6.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Coefficient?

  • Seller: Coefficient
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Palo Alto, CA
  • Twitter: @coefficient_io
    346 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    70 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 36% Small

What Do G2 Reviewers Say About Coefficient?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Coefficient, enjoying seamless data extraction and hassle-free synchronization across tools.
  • Users value the automation capabilities of Coefficient, making data management effortless and efficient.
  • Users appreciate the seamless integrations of Coefficient, enabling effortless data flow between systems like Salesforce and QuickBooks.
  • Users value the time-saving automation of Coefficient, reclaiming hours in their weekly reporting tasks.
  • Users find easy integrations with Coefficient seamless, enhancing productivity and simplifying their data workflow considerably.
Cons
  • Users find the limited filtering options in Coefficient restrictive and detrimental to their data analysis experience.
  • Users find the feature limitations of Coefficient frustrating, particularly with filtering and integration challenges.
  • Users find the limit of Google Sheets for multiple filters and imports restricts their data management capabilities.
  • Users find the missing features in Coefficient limiting, especially with filters and integrating charts from SFDC.
  • Users face integration issues with Coefficient, leading to frustrating limitations when connecting to other tools and systems.

What Are Recent G2 Reviews of Coefficient?

Mediafly

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: 9.0/10)
  • Data Segmentation: 8.5/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 8.5/10 (Category avg: 8.3/10)
  • Account Engagement: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Mediafly?

  • Seller: Mediafly, Inc
  • Year Founded: 2006
  • HQ Location: Chicago, IL
  • Twitter: @Mediafly
    2,543 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    120 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% Medium, 23% Large

What Do G2 Reviewers Say About Mediafly?

AI-generated summary from verified user reviews

Pros
  • Users find Mediafly's ease of use remarkable, allowing quick access to sales tools and organized results effortlessly.
  • Users find Mediafly's information sharing and activity tracking features invaluable for enhancing client engagement and organization.
  • Users value the sharing ease of Mediafly, enabling effortless information exchange and effective tracking of engagement.
  • Users love the easy sharing capabilities of Mediafly, simplifying document access and enhancing client engagement.
  • Users praise the clean and intuitive user interface of Mediafly, enhancing data analysis and strategic decision-making.
Cons
  • Users are disappointed by the missing features in Mediafly, particularly the lack of customizable reports and flexible search.
  • Users find the steep learning curve of Mediafly challenging, resulting in a complicated and inconsistent experience.
  • Users find the interface to be not intuitive, leading to difficulties in navigation and locating uploaded items.
  • Users find the slow loading times for files frustrating, impacting overall efficiency and experience with Mediafly.
  • Users experience slow performance with Mediafly, particularly in file uploading and processing times affecting overall usability.

What Are Recent G2 Reviews of Mediafly?

Momentum

Momentum is an Revenue Orchestration Platform that listens to your customer and prospect conversations, extracts key insights, and automatically takes action—communicating with your systems and teams in real time. Revenue teams today are drowning in conversations, but 99% of what’s said never makes it into a CRM. Insights get buried in call recordings, manual data entry is inconsistent, and teams operate in silos—leading to missed opportunities, bad handoffs, and slow deal cycles. Momentum fixes this by automating workflows and communication across teams. Our AI Agents analyze calls, emails, and meetings, then push the right information—product feedback, churn risk, competitor mentions, objections, and deal blockers—to the teams that need to know, exactly when they need to know it. No extra tools. No added complexity. Just seamless orchestration between Sales, RevOps, CS, and Product to move faster and win more. With pre-built workflows like automated deal desk approvals, Slack-based deal rooms, and real-time CRM updates, Momentum ensures your teams aren’t just capturing data—they’re acting on it.

Average Rating: 4.6/5.0

Total Reviews: 101

How Do G2 Users Rate Momentum?

  • Ease of Use: 8.8/10 (Category avg: 9.0/10)

Who Is the Company Behind Momentum?

  • Seller: Momentum
  • Year Founded: 2020
  • HQ Location: San Francisco, CA
  • Twitter: @dealmomentum
    301 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    32 employees on LinkedIn®
  • Ownership: JSE:MTM

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 70% Medium, 20% Large

What Do G2 Reviewers Say About Momentum?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Momentum, enhancing team collaboration and simplifying call management seamlessly.
  • Users value the collaborative and responsive support from Momentum, enhancing their automation and workflow efficiency significantly.
  • Users find that Momentum's automation features significantly enhance productivity and streamline communication during Zoom calls.
  • Users value the seamless integration of Momentum with Zoom and CRMs, enhancing productivity and organizational efficiency.
  • Users commend the excellent customer support of Momentum, simplifying tasks and enhancing collaboration across teams.
Cons
  • Users find the inaccuracy in language support and reporting features limits Momentum’s effectiveness in diverse environments.
  • Users experience performance issues with Momentum, noting glitches and inconsistencies that disrupt overall usability.
  • Users report accuracy issues with Momentum's AI, affecting insights and transcriptions, particularly with accents and languages.
  • Users face call issues with joining meetings and misunderstandings about permissions, affecting overall call experience.
  • Users experience significant data inaccuracies, leading to mismatched calls and less reliable reporting in Momentum.

What Are Recent G2 Reviews of Momentum?

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

Average Rating: 4.6/5.0

Total Reviews: 121

How Do G2 Users Rate Weflow?

  • Ease of Use: 9.4/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.3/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 8.3/10 (Category avg: 8.3/10)
  • Account Engagement: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Weflow?

  • Seller: Weflow
  • Year Founded: 2021
  • HQ Location: Berlin, DE
  • Twitter: @getweflow
    56 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 48% Medium, 26% Large

What Do G2 Reviewers Say About Weflow?

AI-generated summary from verified user reviews

Pros
  • Users value the enhanced data accuracy of Weflow, facilitating better conversations on pipeline management and forecasting.
  • Users value the data accuracy of Weflow, enhancing communication between revenue leadership and sales reps.
  • Users commend Weflow for its exceptional customer support, facilitating smoother communication between revenue leadership and sales representatives.
  • Users value the 80% data accuracy of Weflow, facilitating smoother communication between revenue leadership and sales reps.
  • Users value the ease of use of Weflow, appreciating its intuitive interface and seamless data integration.
Cons
  • Users feel that Weflow is just another widget on Salesforce, adding complexity to their existing workflow.

What Are Recent G2 Reviews of Weflow?

What Are G2 Users Discussing About Weflow?

Upside

Upside is a GTM intelligence platform for B2B revenue teams. It connects to the systems where go-to-market data lives — CRM, marketing automation, meeting recording tools, and ad platforms — and automatically builds a unified, cleaned-up view of what happened on every account and deal. This includes resolving duplicate contacts across systems, reconstructing full touchpoint timelines, detecting buying groups from communication signals, and healing gaps in CRM data. On top of that foundation, Upside provides an analytics dashboard with account, campaign, and channel explorers; AI-powered research that reasons across meeting transcripts, emails, and structured CRM records; configurable AI fields for classifying and extracting insights from unstructured data; custom mini-apps for purpose-built reporting; and an MCP interface that makes the data available inside AI tools teams already use.

Average Rating: 5.0/5.0

Total Reviews: 16

How Do G2 Users Rate Upside?

  • Ease of Use: 8.9/10 (Category avg: 9.0/10)
  • Data Segmentation: 10.0/10 (Category avg: 8.8/10)
  • Account Engagement: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Upside?

  • Seller: Upside
  • Company Website:
  • Year Founded: 2024
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 81% Medium, 13% Small

What Are Recent G2 Reviews of Upside?

Fullcast

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: 459

How Do G2 Users Rate Fullcast?

  • Ease of Use: 8.9/10 (Category avg: 9.0/10)
  • Data Segmentation: 7.8/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 6.5/10 (Category avg: 8.3/10)
  • Account Engagement: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Fullcast?

  • Seller: Fullcast, Inc.
  • Company Website:
  • Year Founded: 2017
  • HQ Location: Salt Lake City, UT
  • LinkedIn® Page: www.linkedin.com
    388 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, Account Executive
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 62% Small, 30% Medium

What Do G2 Reviewers Say About Fullcast?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the data-driven insights from Fullcast, enabling proactive coaching with clear visibility into metrics.
  • Users love the ease of use of Fullcast, enjoying intuitive dashboards and seamless integrations for effective coaching.
  • Users value the data-driven insights of Fullcast, enhancing productivity and proactive coaching for sales managers.
  • Users commend Atrium for its exceptional customer support, highlighting the dedication of the team in meeting unique organizational needs.
  • Users find the intuitive AI in Fullcast essential for coaching and improving sales performance effortlessly.
Cons
  • Users note a learning curve with Fullcast, requiring time to navigate its extensive features effectively.
  • Users find data management issues with Fullcast due to delays and difficulties in associating activities with opportunities.
  • Users find the limited customization options of Fullcast restrictive for in-depth analysis and tailored reporting.
  • Users find the Salesforce integration cluttered and hard to navigate, complicating the experience and hindering efficiency.
  • Users find navigation cluttered and struggle with training, adaptability, and the platform's high pricing for smaller teams.

What Are Recent G2 Reviews of Fullcast?

What Are G2 Users Discussing About Fullcast?

Creatio

Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation.

Average Rating: 4.6/5.0

Total Reviews: 316

How Do G2 Users Rate Creatio?

  • Ease of Use: 9.0/10 (Category avg: 9.0/10)
  • Data Segmentation: 10.0/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 10.0/10 (Category avg: 8.3/10)
  • Account Engagement: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Creatio?

  • Seller: Creatio
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Boston, Massachusetts
  • Twitter: @Creatio_Global
    3,977 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,186 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 43% Small, 42% Medium

What Do G2 Reviewers Say About Creatio?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Creatio, leading to streamlined processes and enhanced efficiency in sales operations.
  • Users value the efficiency of Creatio, enhancing sales operations and minimizing errors through customizable automation.
  • Users praise the high customizability of Creatio, making it easy to adapt the platform to specific needs.
  • Users value the unlimited customization options in Creatio, enabling tailored solutions without requiring developer skills.
  • Users value the extensive customization options of Creatio, enabling tailored solutions even without technical skills.
Cons
  • Users note a significant learning curve with Creatio, requiring training and support for effective setup.
  • Users find missing features in Creatio, such as limited reporting and inefficient contact management, affecting productivity.
  • Users find the limited selection of features in Creatio constraining, despite some useful applications available.
  • Users express frustration over limited customization, noting outdated documentation and unintuitive button placements hinder productivity.
  • Users find the limited app options and lack of customization for service businesses frustrating when using Creatio.

What Are Recent G2 Reviews of Creatio?

What Are G2 Users Discussing About Creatio?

Discern

Successful businesses are founded on exceptional execution, which is driven by a deep understanding of key performance indicators (KPIs) and data insights. Achieving data clarity is challenging when sales, marketing, customer, billing, and financial data are siloed across disconnected systems and spreadsheets. Enter Discern. We automate the heavy lifting of business performance analytics, such as pipeline tracking, ARR, NRR analytics, and marketing attribution, turning what used to be days of manual reconciliation or years of BI builds into automated, real-time insights. No more wrestling with spreadsheets or questioning your numbers – just clear, consistent performance data you can trust. But we didn't stop there. Because in this new environment, understanding your own performance is only half the story. You also need industry context – and we're not talking about stale benchmarks released annually, but rather straight-from-the-source benchmarks that pick up on market changes just as they begin to manifest. Whether you're running team meetings, fine-tuning your strategy, prepping for a big board meeting, or pitching new investors, Discern helps you operate with confidence. Our combination of automated performance analytics and real-time, system-validated benchmarks gives you the complete story behind your performance, so you can focus on making the decisions that matter.

Average Rating: 4.8/5.0

Total Reviews: 21

How Do G2 Users Rate Discern?

  • Ease of Use: 9.3/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.3/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 7.5/10 (Category avg: 8.3/10)
  • Account Engagement: 7.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Discern?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 86% Medium, 14% Small

What Do G2 Reviewers Say About Discern?

AI-generated summary from verified user reviews

Pros
  • Users find Discern to be incredibly easy to use, dramatically simplifying marketing funnel reporting and data analysis.
  • Users value the responsive customer support from Discern, enhancing implementation and driving successful outcomes seamlessly.
  • Users commend the implementation ease of Discern, enabling rapid reporting and enhanced efficiency in data handling.
  • Users value the time-saving data handling of Discern, allowing quick insights instead of tedious reporting processes.
  • Users find Discern's analytics capabilities invaluable for real-time performance tracking and data-driven decision-making.
Cons
  • Users find data inaccuracy in Discern, particularly with metrics that confuse executives without proper context.
  • Users find the complexity of metrics in Discern overwhelming, especially for those lacking technical expertise.
  • Users find the complex usage of Discern challenging, especially those lacking technical expertise or data analysis knowledge.
  • Users find the lack of detail in Discern's metrics makes it difficult for executives to comprehend fully.
  • Users find the learning curve steep due to complex metrics and the need for technical knowledge to navigate Discern.

What Are Recent G2 Reviews of Discern?

Aviso

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: 980

How Do G2 Users Rate Aviso?

  • Ease of Use: 8.4/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.1/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 8.4/10 (Category avg: 8.3/10)
  • Account Engagement: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Aviso?

  • Seller: Aviso, Inc.
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Redwood City, CA
  • Twitter: @AvisoInc
    895 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    379 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% Medium, 42% Large

What Do G2 Reviewers Say About Aviso?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use with Aviso's intuitive filters and clear dashboards for efficient tracking.
  • Users value the AI prediction feature in Aviso, enhancing clarity and focus during forecasting and performance evaluations.
  • Users appreciate the abundant features of Aviso, facilitating comprehensive and user-friendly sales forecasting.
  • Users value the clean interface and logical organization of Aviso, enhancing navigation and insights for better forecasting.
  • Users value the efficiency of Aviso, streamlining their forecasting and data management for a smoother experience.
Cons
  • Users find the learning curve steep, with difficult initial setup and a lack of visibility into their progress.
  • Users report slow loading times with Aviso, facing frustrating delays of over 10 seconds on each page.
  • Users report inaccurate data from Aviso, particularly concerning salesforce integration and AI forecasts.
  • Users find Aviso lacking key features, such as incomplete forecasting capabilities, which complicate their processes.
  • Users experience slow performance with Aviso, facing lag and long load times that hinder productivity.

What Are Recent G2 Reviews of Aviso?

What Are G2 Users Discussing About Aviso?

Backstory

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: 9.0/10)
  • Data Segmentation: 8.7/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 7.5/10 (Category avg: 8.3/10)
  • Account Engagement: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Backstory?

  • Seller: Backstory
  • Company Website:
  • Year Founded: 2016
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    99 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% Large, 39% Medium

What Do G2 Reviewers Say About Backstory?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the insightful data provided by People.ai, which significantly enhances sales management and decision-making.
  • Users commend the seamless CRM integration of People.ai, enhancing visibility and decision-making across sales activities.
  • Users praise the responsive customer support of People.ai, ensuring seamless integration and outstanding assistance throughout implementation.
  • Users value the customization options in People.ai, enhancing alignment and fostering collaborative integration with existing systems.
  • Users find People.ai easy to use with seamless integration and intuitive features that enhance their sales management experience.

What Are Recent G2 Reviews of Backstory?

What Are G2 Users Discussing About Backstory?

Bigtincan Engagement

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: 9.0/10)
  • Data Segmentation: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Bigtincan Engagement?

  • Seller: Bigtincan
  • Year Founded: 2011
  • HQ Location: Waltham, MA
  • Twitter: @bigtincan
    2,236 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    160 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% Medium, 28% Large

What Are Recent G2 Reviews of Bigtincan Engagement?

What Are G2 Users Discussing About Bigtincan Engagement?

Alta

Alta is an AI GTM System of Actions that enables B2B sales and marketing teams to automate top-of-funnel execution across prospecting, outreach, lead qualification, calling, and pipeline analytics through a unified system of AI agents. Designed for revenue teams at growth-stage and enterprise B2B companies, Alta replaces the fragmented stack of point solutions typically used across SDR workflows, inbound qualification, and ad targeting. The platform centers on three AI agents — Katie, Alex, and Luna — that share a unified data layer, allowing signal from each channel to inform and improve the others automatically. Katie – AI SDR Agent handles outbound research and execution. It pulls from CRM data and 50+ external sources to identify high-intent accounts, builds prospect lists based on buying signals, and runs multi-channel outreach sequences across email, LinkedIn, and phone. Katie also syncs audience data with ad platforms including Google Ads and Meta to align outbound prospecting with paid campaigns. Alex – AI Calling and Inbound Agent manages inbound lead qualification and outbound calling. Alex conducts AI-driven voice conversations, scores lead intent, routes qualified buyers to the appropriate sales representative, books meetings directly to calendar, and surfaces cross-sell and upsell opportunities within existing accounts. Conversation data feeds back into targeting and ad audiences. Luna – AI Growth and Intelligence Agent serves as the analytics and operations layer. Luna monitors pipeline health in real time, identifies bottlenecks and anomalies, alerts revenue teams to key changes, and integrates with CRM systems, ad platforms, and data sources to consolidate reporting without manual input. Key capabilities and product characteristics: - Unified AI agent system covering prospecting, outreach, calling, inbound qualification, and pipeline intelligence in one platform - Multi-channel outreach orchestration across email, LinkedIn, and phone with automated personalization - Inbound-to-outbound data loop: signals from calls and inbound activity automatically sharpen outbound targeting and ad audiences - Native integrations with HubSpot, Salesforce, Google Ads, Meta, Slack, and 50+ additional platforms - SOC 2 Type II and ISO certified Alta is used by B2B revenue teams across industries including technology, financial services, and SaaS. Customers include Snowflake, Deel, and Riverside.fm.

Average Rating: 4.8/5.0

Total Reviews: 88

How Do G2 Users Rate Alta?

  • Ease of Use: 9.7/10 (Category avg: 9.0/10)
  • Data Segmentation: 10.0/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 10.0/10 (Category avg: 8.3/10)
  • Account Engagement: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Alta?

  • Seller: Alta
  • Company Website:
  • Year Founded: 2023
  • HQ Location: NYC
  • LinkedIn® Page: www.linkedin.com
    68 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Wholesale
  • Company Size: 56% Medium, 32% Small

What Do G2 Reviewers Say About Alta?

AI-generated summary from verified user reviews

Pros
  • Users value the automation capabilities of Alta, enhancing lead prioritization and personalized outreach for greater business success.
  • Users value the deep CRM integration of Alta, enhancing prospecting efficiency with personalized, automated outreach.
  • Users appreciate the time-saving features of Alta, enhancing efficiency and allowing focus on revenue-generating activities.
  • Users value the personalized prospecting abilities of Alta, enhancing engagement and simplifying team workflows effectively.
  • Users appreciate the high level of personalization in Alta, enhancing their prospecting and sales outreach effectiveness.
Cons
  • Users note a steep learning curve for new users, requiring additional support to navigate the platform effectively.
  • Users note a steep learning curve in mastering the many features and settings of the Alta AI GTM System.
  • Users find the difficult setup of Alta | AI GTM System of Actions overwhelming, requiring more support than expected.
  • Users find the initial setup of Alta | AI GTM System of Actions to be overwhelming, especially for those not tech-savvy.
  • Users note that Alta | AI GTM System of Actions has sales issues, as it cannot directly sell offerings for them.

What Are Recent G2 Reviews of Alta?

Salesken

Salesken.ai is a Sales AI platform designed to enhance sales team performance while lowering acquisition costs. By offering real-time cues during conversations, the tool empowers sales reps to engage more effectively with customers. Salesken also provides leaders and reps with full visibility into every call through advanced Call Analytics, capturing emotions, objections, intent, and more. Salesken delivers tailored solutions for both Sales Leaders and Reps, driving revenue success through: - Pipeline Management: Accurate forecasts based on deep conversation insights. - Deal Tracking: Instant summaries, identification of BANT gaps, and clear next steps. - Team Coaching: Personalized coaching for each rep and every deal, on demand. - Marketing Insights: Actionable insights extracted from sales conversations. - Quality Assurance: Evaluate 100% of sales calls with AI-driven QA, offering personalized coaching and reducing manual efforts while improving overall sales quality and consistency For Sales Reps, Salesken offers: - Real-Time Cueing: Provides live cues and battle cards to help reps perfect their pitches. - CRM Enrichment: Automates CRM data entry and updates. - Custom Outreach: Simplifies and automates outreach, saving time and increasing efficiency. Salesken is the go to AI for the whole sales team. Book a demo and learn about more features and capabilities.

Average Rating: 4.9/5.0

Total Reviews: 386

How Do G2 Users Rate Salesken?

  • Ease of Use: 9.9/10 (Category avg: 9.0/10)
  • Data Segmentation: 9.8/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 9.7/10 (Category avg: 8.3/10)
  • Account Engagement: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Salesken?

  • Seller: Salesken
  • Year Founded: 2018
  • HQ Location: New York, New York
  • Twitter: @SaleskenAi
    117 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    81 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales, Sales Executive
  • Top Industries: Education Management, E-Learning
  • Company Size: 57% Medium, 37% Large

What Do G2 Reviewers Say About Salesken?

AI-generated summary from verified user reviews

Pros
  • Users value the real-time feedback and actionable data from Salesken, significantly enhancing sales team performance and productivity.
  • Users value the real-time feedback from Salesken, significantly enhancing sales team productivity and efficiency.
  • Users appreciate the AI-driven feedback from Salesken, significantly boosting call center productivity and opportunities for success.
  • Users benefit from automated real-time feedback that enhances productivity and efficiency in sales engagements.
  • Users appreciate the efficiency of Salesken, boosting productivity with actionable insights and real-time feedback for sales teams.
Cons
  • Users face call connection issues with Salesken, leading to frustrations during their usage experience.
  • Users desire more customization and reliability with calls, facing issues connecting at times.
  • Users report significant issues with poor transcription, undermining the overall effectiveness of Salesken.
  • Users often experience recording issues with Salesken, particularly difficulties with transcripts and call connectivity.
  • Users often experience accuracy issues with transcripts, which detracts from their overall satisfaction with Salesken.

What Are Recent G2 Reviews of Salesken?

What Are G2 Users Discussing About Salesken?

AccountAim

AccountAim's RevOps Data platform improves growth, predictability, and quality of revenue by ensuring your sales teams work their best accounts, always. Through account scoring & prioritization, territory management, and revenue compliance, AccountAim gives sales teams the tools they need to drive profitable growth. Visit accountaim.com to learn more.

Average Rating: 4.8/5.0

Total Reviews: 20

How Do G2 Users Rate AccountAim?

  • Ease of Use: 9.8/10 (Category avg: 9.0/10)
  • Data Segmentation: 9.0/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 9.0/10 (Category avg: 8.3/10)
  • Account Engagement: 9.6/10 (Category avg: 8.7/10)

Who Is the Company Behind AccountAim?

  • Seller: AccountAim
  • Year Founded: 2023
  • HQ Location: San Francisco, CA
  • Twitter: @GetAccountAim
    2 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    24 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 55% Medium, 45% Small

What Do G2 Reviewers Say About AccountAim?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of AccountAim, enhancing productivity and streamlining account management effortlessly.
  • Users find AccountAim to be a time-saving tool, boosting productivity and allowing for efficient account management.
  • Users value the efficiency of AccountAim, boosting productivity and saving valuable time in account management.
  • Users value efficient lead generation with AccountAim, saving time and improving outreach personalization for better engagement.
  • Users love the effortless Salesforce integration of AccountAim, significantly boosting productivity and reducing search time for accounts.
Cons
  • Users desire more missing features like LinkedIn integration to enhance AccountAim's data capabilities and workflow.
  • Users find the lack of LinkedIn integration limits additional data collection, hindering their experience with AccountAim.
  • Users feel the dashboard issues stem from limited visualization options, hindering effective data interpretation.
  • Users note that data inaccuracies in AccountAim can lead to low-quality account recommendations, prompting necessary CRM updates.
  • Users desire enhanced filtering options in AccountAim to better integrate their saved LinkedIn filters into the workflow.

What Are Recent G2 Reviews of AccountAim?

Terret.ai

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: 9.0/10)
  • Data Segmentation: 8.0/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 8.1/10 (Category avg: 8.3/10)
  • Account Engagement: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Terret.ai?

  • Seller: Terret
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Santa Clara, US
  • Twitter: @terret_ai
  • LinkedIn® Page: www.linkedin.com
    54 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% Medium, 32% Large

What Do G2 Reviewers Say About Terret.ai?

AI-generated summary from verified user reviews

Pros
  • Users value the forecasting ease of Terret.ai, allowing clear overviews and seamless integration with Salesforce.
  • Users praise the powerful analytics of Terret.ai, highlighting quick-loading screens and customizable views for effective decision-making.
  • Users value the efficiency of Terret.ai, significantly enhancing productivity and streamlining forecasting processes.
  • Users value the easy access to comprehensive business insights through a single, well-organized dashboard.
  • Users appreciate the seamless integration with SFDC, enhancing CRM data accessibility and boosting efficiency in updates.
Cons
  • Users report connectivity issues and lag when integrating Terret.ai with Salesforce, hindering their experience.
  • Users find the integration issues with Salesforce to be tedious, impacting the overall synchronization experience.
  • Users find forecasting issues challenging due to the lack of hierarchy forecasting and clean Salesforce data integration.
  • Users find the reporting insufficient, lacking flexibility for tracking and viewing forecasts in multiple currencies effectively.
  • Users find the difficult reporting features of Terret.ai limit flexibility and complicate tracking forecast accuracy.

What Are Recent G2 Reviews of Terret.ai?

What Are G2 Users Discussing About Terret.ai?

Julie Jung
JJ
Researched and written by Julie Jung
Updated