Best Revenue Operations & Intelligence (RO&I) Software - Page 6
Revenue operations and intelligence (RO&I) software organizes prospect and customer data across various internal business systems to measure and analyze every touchpoint on the customer journey. This centralization of information provides revenue insights and more accurate sales forecasts. These solutions capture all interaction activity through various mediums to analyze the successes and failures of the buying journey and create repeatable processes to drive success. Revenue teams use this software to gain more visibility into the revenue pipeline, better manage customer accounts, and report team performance. These solutions provide insights at all levels, including contacts, deal viability, account health, and holistic revenue processes. RO&I software ultimately provides customer success, marketing, and sales teams with one single source of truth for revenue data. These solutions enable organizations to create a consistent sales process by analyzing historical data to better understand buyer behavior and engage accordingly. RO&I solutions can flag and de-escalate risky renewal deals by providing guidance on the next best steps. Some solutions provide insights into the buying group of a customer: who the key decision makers are, who has been engaged with, who hasn’t been engaged with, and how often they should be engaged with. RO&I solutions are ideally used across the entire revenue organization—reps, managers, operations, and executives—to achieve revenue growth across acquisition, retention, and expansion.
RO&I software also better equips revenue leaders by leveraging actionable intelligence to monitor opportunity health and coach reps on best practices based on data rather than opinions. This software ensures that consistent and accurate data is used to make actionable decisions, breaks down information silos, identifies efficiency gaps, and provides transparency across revenue or go-to-market (GTM) teams.
Some solutions that RO&I software often pulls revenue data from include CRM software, marketing automation software, email software, and conversation intelligence software. Based on the data from these sources, RO&I software uses artificial intelligence (AI) capabilities to provide insights that enable GTM teams to operationalize their most successful behaviors, leading to greater revenue.
To qualify for the Revenue Operations and Intelligence category, a product must:
Featured Revenue Operations & Intelligence (RO&I) Software At A Glance
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Diffly is a win-loss analysis solution that helps B2B companies close more deals. It combines AI technology with expert services to help companies increase win rates, refine their go-to-market strateg
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Exante is an AI agent platform built for modern finance teams, starting with contract-to-cash. We help B2B companies streamline and automate revenue operations by transforming messy, manual workflo
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The Inselligence revenue intelligence platform provides sales performance optimization, pipeline management, and accurate revenue forecasting just by connecting your CRM. Works with HubSpot, Salesforc
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Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional E
80,242 Twitter followers
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Klearly is a revenue growth software designed for B2B sales, marketing, and customer success teams. By aggregating and analyzing data from various tools, Klearly provides real-time insights and action
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By bringing all your data together, Koho gives you a single source of truth across revenue, operations, and customer health. It scans hundreds of hidden signals, flags potential risks, and projects th
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Mperativ is the leading Agentic AI-powered revenue marketing platform—built to automate insights, deliver accurate revenue attribution, connect GTM activities to real revenue, and empower marketers to
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Mria CRM: CRM for Jira Teams is a Jira-native Customer Relationship Management (CRM) solution built for teams that want sales, support, and delivery to work in perfect sync. Unlike traditional CRMs th
- 100% Small-Business
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Built by people who’ve done the SaaS grind, Niora is the new era of subscription management. AI-powered chat, churn prediction, and upsell insights, wrapped in a clean, intuitive platform that cuts th
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Oliv AI is an AI-native Revenue Intelligence platform that gives you full visibility across the customer lifecycle—from pipeline creation to expansion, and automates revenue workflows with AI agents
51 Twitter followers
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Pepsales is the AI platform of choice for B2B sales teams looking to shorten sales cycles, improve deal qualification, and consistently hit revenue targets. Powered by real-time conversation intellige
- 83% Small-Business
- 17% Mid-Market
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Quarq is an AI-driven platform designed to provide comprehensive insights into partner ecosystems. It quantifies partner contributions, connecting them directly to core business metrics such as revenu
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Reef.ai is an AI-powered customer data, scoring, and recommendation platform. We transform customer data into NRR with AI-led customer scores optimized for specific revenue outcomes. Reef puts the po
- 100% Mid-Market
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Revcast is an agentic platform that combines deal forecasting, with pipeline, performance, and capacity based forecasting. The four-dimensional approach to forecasting results in more accurate forecas
- 100% Small-Business
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Critical Streams is a Revenue Performance Intelligence platform that identifies exactly why organizations miss revenue targets and exceed cost budgets. While traditional business intelligence reveals
