### Contents

- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Revenue Operations & Intelligence (RO&I) Software Resources

##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Revenue Operations & Intelligence (RO&I) Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Revenue Operations & Intelligence (RO&I) Software Articles

[![The Emerging Market for Revenue Operations and Intelligence Software](https://learn.g2.com/hubfs/RO&I-BB.jpg "The Emerging Market for Revenue Operations and Intelligence Software")](https://www.g2.com/articles/the-emerging-market-for-revenue-operations-and-intelligence-software)

[
### The Emerging Market for Revenue Operations and Intelligence Software
](https://www.g2.com/articles/the-emerging-market-for-revenue-operations-and-intelligence-software)
Data forms the core of every business decision made today. However, disparate and siloed data disconnect processes, technologies, and people across various go-to-market (GTM) teams. Organizations have realized the importance of aligning their sales, marketing, and customer success teams to work together to utilize available data instead of just focusing on individual team goals. This is where revenue operations & intelligence (RO&I) software enters.&nbsp;

[
 ![Blue Bowen](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Blue Bowen")
BB

](https://learn.g2.com/author/blue-bowen)

by Blue Bowen

[![Increased Adoption of Revenue Operations Leads to New G2 Category](https://learn.g2.com/hubfs/revenue%20report.jpg "Increased Adoption of Revenue Operations Leads to New G2 Category")](https://www.g2.com/articles/revenue-operations-software-category)

[
### Increased Adoption of Revenue Operations Leads to New G2 Category
](https://www.g2.com/articles/revenue-operations-software-category)
Over the last few years, businesses have started to understand that in order to retain customers and drive more predictable revenue, there needs to be better alignment with customer data across departments that are involved with influencing revenue.&nbsp;

[
 ![Michael Gigante](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael Gigante")
MG

](https://learn.g2.com/author/michael-gigante)

by Michael Gigante

## Revenue Operations & Intelligence (RO&I) Software Glossary Terms

[![Sales Mix](https://learn.g2.com/hubfs/G2CM_GI428_Glossary_Article_Images-%5BSales_Mix%5D_V1b.png "Sales Mix")](https://www.g2.com/glossary/sales-mix-definition)

[Sales Mix](https://www.g2.com/glossary/sales-mix-definition)

Sales mix is the portion of a single product’s sale within a company’s total sales. Learn more about how to calculate and improve it.

by Sagar Joshi

Explore our Technology Glossary

Browse through dozens of terms to better understand the products you purchase and use everyday.

[Find new features](https://www.g2.com/glossary)

## Revenue Operations & Intelligence (RO&I) Software Discussions

0

Question on: Clari
[Is there any way you can suggest feedbacks on our email content/Subject Line?](/discussions/is-there-any-way-you-can-suggest-feedbacks-on-our-email-content-subject-line)

Hi Hiten, The best way to test which email content or subject line works best is through A/B Testing in Flows. Feel free to reach out to your CSM or Groove Support to help you set it up. -Alina

Answered: Alina Kadyntseva on February 1, 2022

[Your answer](/discussions/is-there-any-way-you-can-suggest-feedbacks-on-our-email-content-subject-line/comments/new?remote=true)

0

Question on: Clari
[None](/discussions/none-93885281-4d0f-4e20-85f2-4ed0847e91a0)

None

Alberto, I am glad to hear you do not have any questions! Please reach out if you do. Best, Alina

Answered: Alina Kadyntseva on February 9, 2022

[Your answer](/discussions/none-93885281-4d0f-4e20-85f2-4ed0847e91a0/comments/new?remote=true)

0

Question on: Tableau
[There are lot of challenges like writing the complex logic and backup of jason file, is there any solution in pipeline?](/discussions/there-are-lot-of-challenges-like-writing-the-complex-logic-and-backup-of-jason-file-is-there-any-solution-in-pipeline-c33da826-5a3a-4e10-87f8-c8a4ef5b7954)

Yes, in order to take backup JASON is the best option yet. Also there are still few challenges for writing the complex logic.

Answered: shiv shrotriya on January 11, 2022

No, still we need to follow the same old steps for jason backup. also Complex logic is still a challenge with Tableau CRM.

Answered: Shiv Dutt Shrotriya on February 4, 2022

[See more answers (1)](javascript:void(0);)

[Your answer](/discussions/there-are-lot-of-challenges-like-writing-the-complex-logic-and-backup-of-jason-file-is-there-any-solution-in-pipeline-c33da826-5a3a-4e10-87f8-c8a4ef5b7954/comments/new?remote=true)

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## Revenue Operations & Intelligence (RO&I) Software Reports

Mid-Market Grid® Report for Revenue Operations & Intelligence (RO&I)

Summer 2026

G2 Report: Grid® Report

Grid® Report for Revenue Operations & Intelligence (RO&I)

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Revenue Operations & Intelligence (RO&I)

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Revenue Operations & Intelligence (RO&I)

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Revenue Operations & Intelligence (RO&I)

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Revenue Operations & Intelligence (RO&I)

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Revenue Operations & Intelligence (RO&I)

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Revenue Operations & Intelligence (RO&I)

Spring 2026

G2 Report: Grid® Report

Grid® Report for Revenue Operations & Intelligence (RO&I)

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Revenue Operations & Intelligence (RO&I)

Spring 2026

G2 Report: Momentum Grid® Report