### 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: Gong
[How can I set up to record regular phone calls, with a desktop calling app (not virtual meeting)?](/discussions/how-can-i-set-up-to-record-regular-phone-calls-with-a-desktop-calling-app-not-virtual-meeting)

I've used it with several virtual meeting apps (Chime, Webex, Zoom, etc.). It would be my dream tool if I could use it to record regular phone calls, with a desktop calling app.

9494799801 my phone number

Answered: Sharath M on November 26, 2021

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Answered: Jibril Aliu on February 22, 2022

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

[Your answer](/discussions/how-can-i-set-up-to-record-regular-phone-calls-with-a-desktop-calling-app-not-virtual-meeting/comments/new?remote=true)

0

Question on: Outreach
[Is there a way to distinguish new employees that start at a current customers company and cold prospects when they come into the system from a hubspot integration?](/discussions/is-there-a-way-to-distinguish-new-employees-that-start-at-a-current-customers-company-and-cold-prospects-when-they-come-into-the-system-from-a-hubspot-integration)

Hi Mitchell, it's a little tough to home in on an answer for you without a bit more detail, so feel free to reach out to your account team to discuss and dive into the integration a bit more. In short, if you can distinguish them in HubSpot you should be able to distinguish them in Outreach.

Answered: Chris Branding on November 5, 2021

[Your answer](/discussions/is-there-a-way-to-distinguish-new-employees-that-start-at-a-current-customers-company-and-cold-prospects-when-they-come-into-the-system-from-a-hubspot-integration/comments/new?remote=true)

0

Question on: Clari
[Why do my templates always go unfavourited when I want to send an email? It's happened at least 50 times](/discussions/why-do-my-templates-always-go-unfavourited-when-i-want-to-send-an-email-it-s-happened-at-least-50-times)

Hi Joanna, I sent you an email about this. Hope it helps solve your question! Best, Alina

Answered: Alina Kadyntseva on February 17, 2022

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Answered: Jefferson Walker on March 4, 2022

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

[Your answer](/discussions/why-do-my-templates-always-go-unfavourited-when-i-want-to-send-an-email-it-s-happened-at-least-50-times/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