Best Sales Analytics Software

How Many Sales Analytics Software Products Does G2 Track?

Total Products under this Category: 213

Category Stats (Sep 2026)

  • Average Rating: 4.48/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: QuotaPath (+0.29%) - Among all products in this category, QuotaPath recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Sales Analytics Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 121,200+ Authentic Reviews
  • 213+ 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 Sales Analytics Software

G2 Grid® for Sales Analytics Software plotting products by satisfaction and market presence

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Gong, Pipedrive, Clari, Substrata, IBM Planning Analytics, and Zoho CRM.

Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-analytics/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=gong&focus%5B%5D=pipedrive&focus%5B%5D=clari&focus%5B%5D=substrata-substrata&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=zoho-crm)

Agentforce Sales (formerly Salesforce Sales Cloud)

Agentforce Sales (formerly Salesforce Sales Cloud) is a software designed to accelerate revenue growth by unifying human sellers and AI agents at every step of the sales cycle. The software provides pipeline development, buyer engagement, and revenue intelligence by leveraging AI agents, automation, and an integrated growth platform. It automates sales workflows and reduces manual effort across data management, analytics, and team productivity tasks. Agentforce Sales addresses fragmented sales execution by connecting revenue lifecycle management, CPQ, sales performance management, and partner relationship management in one platform. The software supports use cases including AI-powered sales engagement, forecast accuracy, and partner channel management across mid-market and enterprise organizations.

Average Rating: 4.4/5.0

Total Reviews: 24,692

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How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.6/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.6/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?

  • Seller: Salesforce
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • Twitter: @salesforce
    579,511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89,711 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% Medium, 34% Large

What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Agentforce Sales invaluable for managing customer data and improving productivity.
  • Users value the straightforward flow and comprehensive visibility of Agentforce Sales, enhancing team collaboration and insight.
  • Users value the 360-degree view of customer information, enhancing lead follow-up and closing processes efficiently.
  • Users value the centralized customer data of Salesforce Sales Cloud, enhancing insights and streamlining sales workflows efficiently.
  • Users appreciate the seamless integration capabilities of Agentforce Sales, enhancing workflow and connecting with internal systems effortlessly.
Cons
  • Users find the steep learning curve daunting, struggling with complex setups and mobile UX challenges.
  • Users find limitations in package options and struggle with navigation and security complexities in Agentforce Sales.
  • Users find the complexity of Agentforce Sales to be overwhelming, especially with deep configurations and numerous options.
  • Users find the product expensive and suggest improving cost-effectiveness for better business adaptability.
  • Users find the limited features of Agentforce Sales require time and expertise for effective customization and reporting.

What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)?

What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)?

HubSpot Sales Hub

HubSpot Sales Hub is a software designed to help growing sales teams close deals faster by combining sales engagement tools, AI-powered productivity features, and workflow automation in a unified platform. The software provides email tracking, meeting scheduling, document sharing, and AI-driven next-action suggestions by leveraging the HubSpot Smart CRM as a single source of customer data. It automates routine sales processes and reduces administrative friction caused by manual coordination and fragmented customer information. HubSpot Sales Hub addresses inefficient deal velocity and incomplete buyer context by connecting communication history, marketing interactions, and service data in one shared system. The software supports use cases ranging from small business prospecting to enterprise pipeline management, with fast onboarding, flexible scaling, and unified reporting for sales leaders.

Average Rating: 4.4/5.0

Total Reviews: 13,327

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How Do G2 Users Rate HubSpot Sales Hub?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.4/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.2/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind HubSpot Sales Hub?

  • Seller: HubSpot
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Cambridge, Massachusetts, United States
  • Twitter: @HubSpot
    784,270 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17,628 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Business Development Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Small, 35% Medium

What Do G2 Reviewers Say About HubSpot Sales Hub?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive ease of use of HubSpot Sales Hub, appreciating its streamlined organization and integrations.
  • Users appreciate the customizability and user-friendly interface of HubSpot Sales Hub, enhancing their sales management experience.
  • Users value the comprehensive visibility of HubSpot Sales Hub for managing sales efforts and forecasting effectively.
  • Users value the excellent lead management provided by HubSpot Sales Hub, enhancing organization and efficiency significantly.
  • Users value the intuitive interface of HubSpot Sales Hub, which simplifies navigation and enhances productivity.
Cons
  • Users find missing features in HubSpot Sales Hub, including limited lead creation and incomplete mobile app functionality.
  • Users find the limited features of HubSpot Sales Hub, like dashboard limitations and mobile app functionality, frustrating.
  • Users face a large learning curve, finding the system confusing without extensive training on contacts versus leads.
  • Users find HubSpot Sales Hub to be expensive, especially as costs increase and bugs persist affecting usage.
  • Users find HubSpot Sales Hub significantly limited in customization, hindering efficient outreach and task management.

What Are Recent G2 Reviews of HubSpot Sales Hub?

What Are G2 Users Discussing About HubSpot Sales Hub?

Gong

Gong is a software designed to transform how revenue teams win by unifying data, insights, and workflows into a single operating system for sales execution. The software provides deep customer and team understanding, automated workflow execution, and deal intelligence by leveraging the Gong Revenue Graph, AI-powered intelligence, and specialized agents. It automates critical sales workflows and reduces manual effort involved in note-taking, lead generation, and deal tracking. Gong addresses fragmented revenue operations by observing, guiding, and acting alongside sales teams within one trusted platform. The software supports use cases including pipeline management, sales coaching, and revenue forecasting for more than 5,000 companies worldwide, including LinkedIn, Shopify, Slack, and Twilio.

Average Rating: 4.7/5.0

Total Reviews: 6,519

How Do G2 Users Rate Gong?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.6/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.4/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Gong?

  • Seller: Gong
  • Company Website:
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • Twitter: @Gong_io
    7,641 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,963 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% Medium, 18% Large

What Do G2 Reviewers Say About Gong?

AI-generated summary from verified user reviews

Pros
  • Users find Gong's AI capabilities invaluable for saving time and enhancing productivity through efficient communication insights.
  • Users value the ease of use of Gong, finding it intuitive for analyzing sales calls and opportunities.
  • Users appreciate the call recording and AI note-taking features of Gong, enhancing productivity and improving sales strategies.
  • Users appreciate the accuracy of Gong, noting its ability to maintain call control and summarize discussions effectively.
  • Users appreciate the intuitive AI-driven insights of Gong, which significantly enhance sales efficiency and pipeline management.
Cons
  • Users experience call tracking issues with Gong, noting difficulties in accessing and locating previous calls.
  • Users report recording issues with Gong, including missed connections and difficulties in retrieving past calls.
  • Users find the AI inaccuracy frustrating, impacting efficiency and the relevance of insights provided by Gong.
  • Users note the limitations of AI functionality, which can affect accuracy and real-time integration in Gong.
  • Users note the missing features in Gong, particularly the lack of real-time AI coaching and limited search filters.

What Are Recent G2 Reviews of Gong?

What Are G2 Users Discussing About Gong?

Pipedrive

Pipedrive is a software designed to help sales teams of all sizes close more deals through an easy-to-use customer relationship management platform. The software provides customizable sales pipelines, real-time performance insights, and AI-powered selling features by leveraging an intuitive pipeline-focused interface. It automates deal tracking and follow-up workflows and reduces the manual effort of managing leads and opportunities across the sales cycle. Pipedrive addresses the challenge of slow, disorganized sales processes by giving teams clear visual pipeline management and actionable data. The software supports use cases including lead management, activity scheduling, and sales reporting for more than 100,000 companies worldwide.

Average Rating: 4.3/5.0

Total Reviews: 3,091

How Do G2 Users Rate Pipedrive?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.0/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 7.8/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Pipedrive?

  • Seller: Pipedrive
  • Company Website:
  • Year Founded: 2010
  • HQ Location: New York
  • Twitter: @pipedrive
    14,355 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,051 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Sales Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 71% Small, 23% Medium

What Do G2 Reviewers Say About Pipedrive?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Pipedrive, finding it intuitive and customizable for their evolving business needs.
  • Users praise the intuitive interface of Pipedrive, making it easy for anyone to customize and use effectively.
  • Users appreciate the simple and user-friendly interface of Pipedrive, making navigation and task management effortless.
  • Users appreciate the ease of customization in Pipedrive, enabling them to tailor the CRM to their specific needs.
  • Users value the seamless integrations of Pipedrive, enhancing their sales process and automating essential tasks.
Cons
  • Users express concerns about missing features in Pipedrive, including limited automation options and customization difficulties.
  • Users express frustration over limited features in Pipedrive, such as automation setup and customization options.
  • Users find the learning curve steep with Pipedrive, requiring significant time and training for effective use.
  • Users find Pipedrive expensive, especially the add-ons, making it challenging for solo practices and small businesses.
  • Users experience integration issues with Pipedrive, notably missing meeting details in Google Calendar events.

What Are Recent G2 Reviews of Pipedrive?

What Are G2 Users Discussing About Pipedrive?

FAQs About Sales Analytics Software

Generated using AI

Last updated: April 27, 2026

Which solution supports multi-channel sales data tracking?

Based on G2 reviews, several products are used to centralize activity from multiple sales channels.

  • HubSpot Sales Hub -- reviewers frequently use it to track emails, calls, deals, tasks, and pipeline activity in one place, with repeated mentions of integrations across other business tools.
  • Agentforce Sales (formerly Salesforce Sales Cloud) -- users describe it as a central system for leads, opportunities, customer data, and cross-team sales activity, often highlighting integrations and a unified customer view.
  • Pipedrive -- recent reviewers highlight its ability to organize deals, emails, activities, reminders, and integrations in a clear pipeline-focused workflow.
  • Gong -- reviewers use it to capture calls, emails, meeting history, and account context, helping teams analyze customer interactions across channels.

Which vendor offers real-time sales KPI dashboards?

Based on G2 reviews, these products are often used for live visibility into sales activity and pipeline progress.

  • Agentforce Sales (formerly Salesforce Sales Cloud) -- reviewers repeatedly mention dashboards and reports for pipeline visibility, rep performance tracking, and monitoring KPIs in one place.
  • HubSpot Sales Hub -- users often reference dashboards for tracking deals, team activity, forecasts, and customer progress with real-time updates.
  • Clari -- reviewers highlight forecast views, pipeline visibility, and dashboard layouts that help teams monitor business performance and deal movement.
  • Pipedrive -- users describe visual dashboards and reporting that make it easier to track pipeline stages, activities, and sales performance trends.

Which vendor provides AI-powered sales performance insights?

Based on G2 reviews, these products are commonly mentioned for AI-assisted analysis and coaching.

  • Gong -- reviewers frequently mention AI summaries, call analysis, coaching insights, forecasting support, and surfacing risks or next steps from conversations.
  • Clari -- users describe AI-assisted forecasting, predictive views, and pipeline signals that help sales teams understand deal progress and expected outcomes.
  • Agentforce Sales (formerly Salesforce Sales Cloud) -- reviewers often cite AI-driven lead scoring, opportunity insights, automation, and reporting that support sales productivity.
  • Substrata -- recent reviews emphasize AI-generated insights from conversations, buyer intent signals, and guidance that supports prioritization and deal strategy.

What is sales analytics software?

Sales analytics software helps teams organize and interpret sales activity, pipeline movement, customer interactions, and performance trends in one place. Across recent reviews in this category, users consistently describe these tools as a way to replace scattered spreadsheets and disconnected systems with clearer visibility into deals, forecasts, tasks, and team activity. Common use cases include tracking leads and opportunities, monitoring dashboards and reports, reviewing customer conversations, and identifying where follow-up or coaching is needed. Review themes also show that buyers value automation, centralized data, and easier reporting, while often noting that setup, customization, or learning the interface can take time depending on the product.

How do teams use AI and automation in sales analytics?

According to verified users, teams most often use AI and automation in sales analytics to reduce manual work and surface clearer next steps. Recent reviews repeatedly mention automated follow-ups, task reminders, call summaries, forecasting support, lead scoring, and faster access to account history or pipeline changes. Users also describe AI helping analyze customer conversations, identify risk signals, summarize meetings, and highlight where reps may need coaching. At the same time, reviews show a common theme that these features work best when the underlying data is organized well. Buyers often value the time savings and visibility, but they also mention a learning curve when adopting more advanced workflows, dashboards, or AI-driven insights.

Clari

Clari is a software designed to help organizations achieve predictable, scalable revenue growth by moving beyond fragmented sales applications and systems of record. The software provides pipeline risk detection, forecast accuracy, and aligned execution by leveraging tailor-built AI and continuous deal data signal capture. It automates proactive sales workflows and reduces the hours lost to disconnected insights and siloed decision-making. Clari addresses unreliable forecasting and misaligned revenue execution by unifying context and driving action across sales teams within a single Predictive Revenue System. The software supports use cases including revenue forecasting, pipeline management, and enterprise-scale go-to-market execution for customers such as Adobe, 3M, IBM, and Zoom.

Average Rating: 4.6/5.0

Total Reviews: 5,518

How Do G2 Users Rate Clari?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.4/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.3/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Clari?

  • Seller: Salesloft
  • Year Founded: 2011
  • HQ Location: Atlanta, GA
  • Twitter: @Salesloft
    18,437 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,098 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% Medium, 41% Large

What Do G2 Reviewers Say About Clari?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Clari, noting its intuitive interface and seamless forecasting capabilities.
  • Users value the ease of use in Clari's forecasting, allowing seamless updates and tracking of quotas.
  • Users value Clari's seamless Salesforce integration and real-time updates, enhancing sales focus and workflow efficiency.
  • Users value the Salesforce integration in Clari, enabling efficient access to comprehensive account-level data.
  • Clari's user-friendly admin features simplify management and forecasting, enhancing our ability to plan and execute effectively.
Cons
  • Users face customization limitations with Clari, finding it challenging to tailor the product to unique business needs.
  • Users find limited customization options in Clari hinder their ability to tailor it to specific business needs.
  • Users find the learning curve challenging due to upfront configuration and occasional UI confusion, despite its ease of use.
  • Users find missing features in Clari, particularly with filtering options and limited customization for Salesforce integration.
  • Users experience inconsistencies in Salesforce integration that can lead to confusion and hinder effective decision-making.

What Are Recent G2 Reviews of Clari?

What Are G2 Users Discussing About Clari?

Substrata

Substrata is a software designed to help dealmakers sell smarter and close more deals by uncovering the behavioral dynamics within sales conversations. The software provides analysis of attitudes, emotions, intentions, and power dynamics by leveraging AI-driven behavioral data analysis. It automates the interpretation of client interaction signals and reduces blind spots in understanding buyer intent and social context. Substrata addresses the challenge of hidden deal risk and misread buyer sentiment by surfacing real-time behavioral intelligence for sales professionals. The software supports use cases including opportunity qualification, client conversation analysis, and AI-assisted sales strategy for small and mid-market businesses.

Average Rating: 4.9/5.0

Total Reviews: 1,117

How Do G2 Users Rate Substrata?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Data Segmentation: 9.4/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 9.4/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Substrata?

  • Seller: Substrata
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Tel Aviv, Israel
  • Twitter: @SubstrataHQ
    517 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    31 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: 45% Small, 41% Medium

What Do G2 Reviewers Say About Substrata?

AI-generated summary from verified user reviews

Pros
  • Users value the high accuracy of Substrata's insights, enhancing their understanding of clients and improving negotiations.
  • Users value the sophisticated emotional insights of Substrata, enhancing communication and understanding in high-stakes environments.
  • Users appreciate the insightful analysis of Substrata, enhancing understanding of tone and emotions in conversations.
  • Users value Substrata for its actionable insights that enhance communication effectiveness and decision-making confidence.
  • Users value the time-saving features of Substrata, enhancing decision-making efficiency and improving communication effectiveness.
Cons
  • Users face a steep learning curve with Substrata, requiring time and effort to master advanced features.
  • Users find the limited customization options restrict their ability to tailor insights for specific needs and perspectives.
  • Users find the complexity in setup and navigation challenging, hindering their ability to effectively use Substrata.
  • Users find the time-consuming setup and analysis process of Substrata to be a notable challenge.
  • Users find the dashboard overwhelming initially, struggling with complexity and a lack of intuitive features.

What Are Recent G2 Reviews of Substrata?

IBM Planning Analytics

IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across functions including Finance, Supply Chain, HR, Marketing, and Sales. The software provides integrated financial and operational planning, AI-powered forecasting, interactive performance dashboards, and collaborative decision-making by leveraging built-in AI, a generative AI assistant, and a governed single source of truth. It automates data integration and scenario modeling and reduces the errors and inefficiencies associated with manual planning models. IBM Planning Analytics addresses fragmented and error-prone planning processes by connecting financial and operational plans across teams within a single governed platform. The software supports use cases including real-time performance tracking, predictive scenario analysis, and cross-functional planning collaboration for mid-market and enterprise organizations.

Average Rating: 4.4/5.0

Total Reviews: 228

How Do G2 Users Rate IBM Planning Analytics?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.6/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.3/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind IBM Planning Analytics?

  • Seller: IBM
  • Company Website:
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • Twitter: @IBMSecurity
    74,660 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 50% Large, 37% Medium

What Do G2 Reviewers Say About IBM Planning Analytics?

AI-generated summary from verified user reviews

Pros
  • Users value the efficiency of IBM Planning Analytics, which enhances financial planning and decision-making with speed and flexibility.
  • Users appreciate the planning efficiency of IBM Planning Analytics, benefiting from easy scalability and robust forecasting capabilities.
  • Users appreciate the flexible analytics capabilities of IBM Planning Analytics, enhancing real-time data analysis and decision-making efficiency.
  • Users value the user-friendly interface of IBM Planning Analytics, appreciating its seamless navigation and adaptability for budgeting.
  • Users admire the forecasting accuracy of IBM Planning Analytics, enhancing their planning and decision-making efficiency significantly.
Cons
  • Users face a steep initial learning curve with IBM Planning Analytics, making setup and navigation challenging.
  • Users face a steep learning curve with IBM Planning Analytics, requiring significant training for effective usage.
  • Users face a steep learning curve with IBM Planning Analytics, making setup and usage challenging for beginners.
  • Users find the difficult learning curve and complexity of IBM Planning Analytics challenging, requiring significant training and technical support.
  • Users find the complexity of setup and steep learning curve challenging, especially for newcomers to the tool.

What Are Recent G2 Reviews of IBM Planning Analytics?

What Are G2 Users Discussing About IBM Planning Analytics?

Close

Close is a software designed to help sales teams act on their CRM data and close more deals through built-in calling, email, SMS, and automation in a single platform. The software provides instant lead outreach, automated follow-up, and AI-driven prospect qualification by leveraging Chloe, a native AI sales teammate that takes real conversational action. It automates lead engagement and re-engagement workflows and reduces dropped leads and stalled deals by ensuring every prospect receives a timely response. Close addresses the inefficiency of stitching together separate communication tools by embedding all outreach channels directly into the CRM. The software supports use cases including inbound lead response, pipeline acceleration, and meeting booking for more than 10,000 small and mid-market sales teams.

Average Rating: 4.7/5.0

Total Reviews: 2,074

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How Do G2 Users Rate Close?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.6/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.7/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Close?

  • Seller: Close
  • Company Website:
  • Year Founded: 2013
  • HQ Location: 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
  • Twitter: @Close
    6,592 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    214 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 76% Small, 20% Medium

What Do G2 Reviewers Say About Close?

AI-generated summary from verified user reviews

Pros
  • Users find Close to be extremely user-friendly, enabling quick access to essential features for efficient business management.
  • Users find Close to be incredibly helpful, especially with its intuitive design and fast customer support.
  • Users appreciate the enhanced communication management features of Close, streamlining client interactions effectively and efficiently.
  • Users love the simplicity and user-friendliness of Close, making customer management and prospect tracking effortless.
  • Users love the intuitive design of Close, finding it user-friendly and efficient for their needs.
Cons
  • Users note the missing features in Close, like mobile app limitations and no WhatsApp integration, affecting usability.
  • Users experience call issues, including unexpected charges and recording failures, which can hinder effective usage.
  • Users find the limited features of Close restrictive, particularly for B2C needs and advanced functionalities.
  • Users find the limited customization of Close frustrating, particularly for tailored reports and advanced dashboards.
  • Users find the learning curve steep, with challenges in merging leads and managing custom reports effectively.

What Are Recent G2 Reviews of Close?

What Are G2 Users Discussing About Close?

Zoho CRM

Zoho CRM is a software designed to provide mid-scale businesses and large enterprises with a 360-degree view of their customer relationships and sales operations. The software provides contact management, pipeline management, sales forecasting, marketing campaign management, and customer support by leveraging an AI-powered conversational assistant and cloud-based infrastructure. It automates workflow execution and task management and reduces manual coordination across sales, marketing, and service functions. Zoho CRM addresses the challenge of managing fragmented business operations by consolidating all customer-facing activities into a single system integrated with 500-plus popular business applications. The software supports use cases including inventory management, reporting and analytics, and end-to-end sales cycle management for small, mid-market, and enterprise organizations.

Average Rating: 4.1/5.0

Total Reviews: 2,844

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How Do G2 Users Rate Zoho CRM?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.5/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.3/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @Zoho
    137,880 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 62% Small, 33% Medium

What Do G2 Reviewers Say About Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive interface of Zoho CRM, making daily tasks easy and seamless to navigate.
  • Users appreciate the powerful AI features of Zoho CRM, enhancing sales, marketing, and customer support seamlessly.
  • Users appreciate the seamless integrations of Zoho CRM, enhancing collaboration between Marketing and Sales processes effectively.
  • Users appreciate the easy integrations in Zoho CRM, enhancing workflow efficiency and simplifying customer management.
  • Users appreciate the flexibility and ease of lead management with Zoho CRM's extensive features and integrations.
Cons
  • Users experience a challenging learning curve with Zoho CRM, as advanced features can be confusing initially.
  • Users find limited features in Zoho CRM restrict functionality, hindering integration and automation with other systems.
  • Users struggle with integration issues, finding the system inflexible and challenging to automate with non-Zoho tools.
  • Users find Zoho CRM's complexity challenging for beginners, often struggling to locate features and navigate the system.
  • Users often face poor customer support with Zoho CRM, leading to frustration and challenges during critical tasks.

What Are Recent G2 Reviews of Zoho CRM?

What Are G2 Users Discussing About Zoho CRM?

Bigin by Zoho CRM

Bigin by Zoho CRM is a software designed to help small businesses, startups, and customer-facing teams manage customer relationships and unify all customer-facing operations in one simplified platform. The software provides pipeline management, marketing, sales, onboarding, delivery, and support capabilities by leveraging an affordable, mobile-accessible CRM built for ease of use. It automates customer operation workflows and reduces complexity that often makes traditional CRMs inaccessible to smaller teams. Bigin by Zoho CRM addresses the challenge of fragmented customer management for small businesses by offering a streamlined, collaborative system that requires minimal technical expertise. The software supports use cases including end-to-end customer lifecycle management and team collaboration for more than 20,000 small businesses and SMBs worldwide.

Average Rating: 4.6/5.0

Total Reviews: 871

How Do G2 Users Rate Bigin by Zoho CRM?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.2/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 7.7/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Bigin by Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @Zoho
    137,880 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 90% Small, 8% Medium

What Do G2 Reviewers Say About Bigin by Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Bigin by Zoho CRM, appreciating its simple setup and user-friendly interface.
  • Users value the simplicity and organization of Bigin by Zoho CRM, making it ideal for small businesses.
  • Users praise the intuitive design of Bigin by Zoho CRM, highlighting its simplicity and ease of navigation.
  • Users value the simplicity of Bigin by Zoho CRM, finding it easy to use and set up for small businesses.
  • Users value the ease of use and management of Bigin by Zoho CRM, appreciating its intuitive interface and functionality.
Cons
  • Users note the lack of advanced features in Bigin by Zoho CRM, limiting automation and integrations.
  • Users find Bigin by Zoho CRM has limited features, lacking advanced automations and connectors for expanded integration.
  • Users experience integration issues with Bigin, finding importing complicated and app integration challenging, particularly for beginners.
  • Users note the limited customization in Bigin, with restricted fields and basic automation options for advanced needs.
  • Users find Bigin by Zoho CRM has limited integrations, hindering connection with other essential applications for smoother workflows.

What Are Recent G2 Reviews of Bigin by Zoho CRM?

What Are G2 Users Discussing About Bigin by Zoho CRM?

CaptivateIQ

CaptivateIQ is a software designed to bring quota, territory, headcount, and compensation planning into a single AI-powered workspace for modern revenue teams. The software provides incentive compensation management, sales planning, performance tracking, and real-time what-if scenario modeling by leveraging SmartGrid, a proprietary no-code modeling engine with a familiar spreadsheet-like interface. It automates commission calculations, approval workflows, and plan iteration and reduces errors and rework associated with legacy SPM tools and manual spreadsheets. CaptivateIQ addresses the misalignment between sales strategy and incentive execution by connecting planning, measurement, and payout in one shared source of truth for RevOps, Finance, and Sales teams. The software supports use cases including capacity planning, earnings visibility for sales reps, and enterprise-grade reporting for more than 800 companies, including Boston Scientific, Datadog, and 6sense.

Average Rating: 4.7/5.0

Total Reviews: 3,411

How Do G2 Users Rate CaptivateIQ?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.4/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.0/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind CaptivateIQ?

  • Seller: CaptivateIQ
  • Company Website:
  • Year Founded: 2017
  • HQ Location: San Francisco, California
  • Twitter: @CaptivateIq
    606 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    282 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 68% Medium, 26% Large

What Do G2 Reviewers Say About CaptivateIQ?

AI-generated summary from verified user reviews

Pros
  • Users find CaptivateIQ to be easy to use for tracking commissions and checking payouts efficiently.
  • Users find CaptivateIQ super easy to use, simplifying commission tracking and making it hassle-free for everyone.
  • Users appreciate the ease of use of CaptivateIQ, facilitating error checking and transparent commission tracking.
  • Users value the accurate data presentation of CaptivateIQ, enabling quick access to commission details and payouts.
  • Users find CaptivateIQ's intuitive interface highly efficient, making incentive compensation management simple and user-friendly.
Cons
  • Users find the learning curve challenging, often needing assistance to navigate CaptivateIQ's complex reporting and customization features.
  • Users feel the absence of key features, such as an app, tax calculator, and a consistent UI experience.
  • Users find reporting issues cumbersome and time-consuming, often needing support to create straightforward reports.
  • Users experience a difficult learning curve with CaptivateIQ, particularly when configuring dashboards and understanding pricing.
  • Users report experiencing slow loading times for data refreshes and payout reviews, impacting their overall experience.

What Are Recent G2 Reviews of CaptivateIQ?

What Are G2 Users Discussing About CaptivateIQ?

SAP Sales Cloud

SAP Sales Cloud is a software designed to make intelligent selling simple by connecting data, processes, and people within a unified sales automation and CRM platform. The software provides intelligent recommendations, sales engagement optimization, and adaptive process management by leveraging SAP's integrated data and insight capabilities. It automates sales guidance workflows and reduces guesswork by surfacing actionable recommendations that help sellers focus on the right opportunities. SAP Sales Cloud addresses disconnected data and inconsistent sales execution by uniting people, processes, and systems to drive revenue and customer loyalty. The software supports use cases including enterprise sales process optimization, opportunity management, and adapting to shifting market requirements across mid-market and enterprise organizations.

Average Rating: 4.2/5.0

Total Reviews: 889

How Do G2 Users Rate SAP Sales Cloud?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.6/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.9/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind SAP Sales Cloud?

  • Seller: SAP
  • Company Website:
  • Year Founded: 1972
  • HQ Location: Walldorf
  • Twitter: @SAP
    297,052 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    149,349 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Consultant, Associate Consultant
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 45% Large, 36% Medium

What Do G2 Reviewers Say About SAP Sales Cloud?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SAP Sales Cloud, which enhances performance and streamlines their sales processes.
  • Users appreciate the seamless integrations of SAP Sales Cloud, enabling effective usage with other SAP software for enhanced sales management.
  • Users appreciate the seamless integration of SAP Sales Cloud with other SAP products, enhancing their sales processes effectively.
  • Users value the effective lead management capabilities of SAP Sales Cloud, enhancing sales productivity and customer insights.
  • Users value the detailed analytics of SAP Sales Cloud, which simplifies decision-making and enhances sales performance.
Cons
  • Users find the learning curve steep, facing challenges with setup and navigation that hinder user experience.
  • Users face challenges with limited customization in SAP Sales Cloud, impacting efficiency and usability for sales tasks.
  • Users face complexity issues with SAP Sales Cloud, hindering ease of use and requiring extensive training for adoption.
  • Users find SAP Sales Cloud not intuitive, experiencing a steep learning curve and occasional performance lags.
  • Users find the implementation costs to be expensive, raising the overall price beyond many competitors.

What Are Recent G2 Reviews of SAP Sales Cloud?

What Are G2 Users Discussing About SAP Sales Cloud?

Salesloft

Salesloft is a software designed to help revenue organizations move beyond fragmented sales applications and drive predictable, scalable growth through a unified AI-powered platform. The software provides deal data signal capture, pipeline risk identification, forecast management, and aligned sales execution by leveraging tailor-built AI that creates context and drives action across sales teams. It automates proactive outreach and follow-up workflows and reduces hours lost to siloed insights and disconnected sales processes. Salesloft addresses misaligned revenue execution and unpredictable forecasting by giving sales teams shared understanding and faster decision-making within a single system. The software supports use cases including sales engagement, pipeline management, and enterprise-scale revenue execution for customers such as Adobe, 3M, IBM, and Zoom.

Average Rating: 4.5/5.0

Total Reviews: 4,157

How Do G2 Users Rate Salesloft?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.0/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.1/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Salesloft?

  • Seller: Salesloft
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Atlanta, GA
  • Twitter: @Salesloft
    18,437 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,098 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% Medium, 23% Small

What Do G2 Reviewers Say About Salesloft?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Salesloft invaluable for efficient contact management and outreach.
  • Users appreciate the powerful automation features of Salesloft, greatly enhancing their sales engagement and productivity.
  • Users find Salesloft's helpful functionalities in call tracking and customizable cadences instrumental for efficient contact management.
  • Users value the seamless automation features in Salesloft, making call tracking and email campaigns effortless.
  • Users value the time-saving features of Salesloft, enhancing efficiency in managing outreach and prospecting activities.
Cons
  • Users find missing features like domain rotation and improved text formatting hinder their email effectiveness in Salesloft.
  • Users face call issues with Salesloft, experiencing difficulties with app alignment and support consistency during usage.
  • Users often face integration issues with Salesloft, particularly with platforms like HubSpot, affecting overall effectiveness.
  • Users note the limited features compared to competitors, impacting their overall experience and efficiency with Salesloft.
  • Users face a steep learning curve with Salesloft, making it challenging for newcomers to navigate effectively.

What Are Recent G2 Reviews of Salesloft?

What Are G2 Users Discussing About Salesloft?

QuotaPath

QuotaPath’s commission tracking and sales compensation management software simplifies the management of variable pay while providing visibility and alignment across RevOps, Finance, and Sales. Voted Best ROI and Easiest to Use in commission software, QuotaPath is trusted by customers for its intuitive design and fast time-to-value. Admins can quickly build, adjust, and automate complex comp plans as business needs evolve, without relying on engineering or outside help. And with Atlas attached, QuotaPath's AI Revenue Strategist teams go further: Atlas provides intelligent guidance on plan design, payout strategy, and compensation decisions, turning data into actionable revenue insights. Its intuitive UX and AI engine allow admins to quickly and independently build and adjust sales comp plans as business needs evolve throughout the year, while automating the calculation and scheduling of commission payouts. Reps benefit from real-time earnings visibility, forecasted commissions, and quota attainment tracking, designed to motivate performance and drive results. Meanwhile, leaders can lean on Atlas to model scenarios, surface trends, and make smarter, faster compensation calls. QuotaPath's AI-Powered Plan Builder accelerates the process of creating and optimizing plans. Simply upload a document or enter a prompt, and Atlas helps you translate your strategy into a live plan that aligns with your business objectives and motivates the right behaviors. Tailored for sales compensation plans of all complexities, QuotaPath has no minimum user requirements. Their highly rated support model includes live chat, an in-depth knowledge center, monthly training webinars, and dedicated Customer Success and Account Managers to ensure you're set up for success at every stage. With QuotaPath and Atlas, design, launch, and optimize your comp strategy to drive revenue performance.

Average Rating: 4.8/5.0

Total Reviews: 377

How Do G2 Users Rate QuotaPath?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.3/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.3/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind QuotaPath?

  • Seller: Quotapath
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Philadelphia, Pennsylvania, United States
  • Twitter: @QuotaPath
    630 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Business Development Representative
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 53% Medium, 41% Small

What Do G2 Reviewers Say About QuotaPath?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of QuotaPath, appreciating its intuitive interface and straightforward commission visibility.
  • Users praise QuotaPath for its outstanding customer support, providing quick and clear assistance whenever needed.
  • Users value QuotaPath for its automation of commission tracking, dramatically saving time and enhancing transparency in earnings.
  • Users highlight QuotaPath as a huge time-saver, streamlining commission tracking and enhancing team alignment effortlessly.
  • Users love the intuitive and easy-to-use interface of QuotaPath, making commission tracking seamless and motivating.
Cons
  • Users find the complexity of information in QuotaPath overwhelming, making navigation and understanding challenging.
  • Users highlight the implementation difficulty with QuotaPath, mainly due to the complexity of the commission structure.
  • Users find integration issues with QuotaPath cumbersome, as syncing and setup require significant time and expertise.
  • Users find QuotaPath not user-friendly, as the interface and processes can be confusing and complicated initially.
  • Users experience slow loading times with QuotaPath, particularly during syncing with their CRM, which hampers efficiency.

What Are Recent G2 Reviews of QuotaPath?

What Are G2 Users Discussing About QuotaPath?

Looker

Looker is a software designed to enable organizations to explore, query, and act on their data through a self-service and governed business intelligence platform built on Google Cloud. The software provides custom application development with trusted metrics, governed BI reporting, and flexible data modeling by leveraging Google Cloud infrastructure and Looker's semantic modeling layer. It automates data access and metric governance workflows and reduces the engineering overhead associated with inconsistent or siloed analytics environments. Looker addresses the challenge of fragmented, ungoverned data by providing a single trusted modeling layer that can be brought into existing data environments. The software supports use cases including self-service analytics, embedded BI applications, and data engineering efficiency improvements for mid-market and enterprise data and analytics teams.

Average Rating: 4.4/5.0

Total Reviews: 1,589

How Do G2 Users Rate Looker?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)
  • Data Segmentation: 8.7/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.2/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Looker?

  • Seller: Google
  • Year Founded: 1998
  • HQ Location: Mountain View, CA
  • Twitter: @google
    31,899,995 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    301,144 employees on LinkedIn®
  • Ownership: NASDAQ:GOOG

Who Uses This Product?

  • Who Uses This: Data Analyst, Data Engineer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Medium, 20% Large

What Do G2 Reviewers Say About Looker?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Looker, making report creation simple for those with limited technical skills.
  • Users value the dynamic real-time reporting abilities of Looker, enhancing collaboration and decision-making across digital ad platforms.
  • Users love the easy integrations with various data sources, enhancing their analytics experience on Looker.
  • Users appreciate the seamless integrations with platforms like Salesforce, enhancing functionality and user experience in Looker.
  • Users appreciate the dynamic and real-time reporting capabilities of Looker, enhancing data sharing for digital ads.
Cons
  • Users find Looker's steep learning curve challenging, especially with LookML, making onboarding for beginners difficult.
  • Users find the steep learning curve of Looker challenging, especially for those lacking technical expertise.
  • Users experience slow loading times with Looker, particularly when handling larger datasets, complicating dashboard creation.
  • Users often experience slow performance with Looker, particularly during data loading and complex transformations.
  • Users find Looker to have high complexity, struggling with learning curves and limited visuals, affecting overall usability.

What Are Recent G2 Reviews of Looker?

What Are G2 Users Discussing About Looker?

Julie Jung
JJ
Researched and written by Julie Jung
Updated April 10, 2026

Sales Analytics Topics

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Learn More About Sales Analytics Software

What is Sales Analytics Software?

Sales analytics software estimates the likelihood of sales outcomes using algorithms based on existing CRM software data. In other words, sales analytics tools are meant to simplify sales forecasting and present predictive sales data in the form of statistical datasets and reports. Data is collected, modeled, analyzed, and then deployed within the tool in a readable manner that sales teams can filter and analyze. One of the major perks of sales analytics software is the ability to automate sales pipeline pattern tracking, eliminating the time-consuming task of tracking this data manually via spreadsheets. In terms of forecasting, teams can analyze pipeline activity over a period of time and compare multiple forecast models without the hassle of manually building a report.

Key Benefits of Sales Analytics Software

  • View sales data in a variety of different ways
  • Improve sales forecasting
  • Evaluate sales performance more precisely
  • Identify challenges encountered by your sales team
  • Manage your sales pipeline and solve problems before they arise


Why Use Sales Analytics Software?

This type of tool ultimately helps sales teams make more successful decisions. It also helps teams analyze their overall sales process and recognize better sales opportunities. Compiled datasets can be used to examine pipeline insights in an effort to understand where sales are being lost, which industries generate the most success, and which sales tactics are most effective. While this feature is the lifeblood of the tool, there are a few other reasons to implement a sales analytics software:

More quick wins — Sales analytics help visualize sales projects and cross-selling opportunities that are considered easy to win based on forecasting patterns and pipeline location. This data helps sales teams prioritize projects that are most likely to make it through to the end of the pipeline and ultimately become a customer. The datasets also visualize the potential for risky sales, allowing managers to spend more time planning and analyzing the correct pathway to a win.

Team analytics — Not only do sales analytics tools help visualize sales data, but they also measure team analytics. Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. Sales gamification software can typically be integrated with sales analytics software for additional team motivation.

Integrations — Sales analytics solutions easily integrate with other types of sales software offerings. By integrating with other sales software tools, you will also likely be able to simplify the workflow of your sales team. Rather than having several different tools open at a time, all of the information from all of your software will be accessible from one spot.


Who Uses Sales Analytics Software?

Sales analytics software is, unsurprisingly, a big asset to sales teams as a whole. Depending on the department, the tool is helpful in a variety of ways:

Sales representatives — Sales teams use sales analytics tools for forecasting sales outcomes, which efficiently helps with prioritizing easy versus difficult sales projects and helps measure the potential of closing sales.

Sales operations — Sales representatives often use sales analytics on their own, but sales operations teams help representatives filter and understand the effectiveness of particular datasets and help convey project success, where needed. The goal of sales operations teams is to help representatives focus on selling, so operations teams typically handle the project management and training with the tool depending on the experience representatives have with understanding the datasets involved.

Sales managers — Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall.


Sales Analytics Software Features

Dashboards — Sales analytics tools differ in the type and customizability of their dashboards. Some products offer dashboards that are highly dynamic, allowing you to view data in a large number of ways by segmenting information. Others have dashboards that are more static, so sales teams cannot customize them. These options are often less expensive and typically easier for sales representatives to manage.

Forecasting analytics — Forecasting analytics alleviates human error by automating forecasting predictions and eliminating the need for modeling manually via spreadsheets. The forecasting features provide informative datasets in a visual format to help sales teams predict sales outcomes.

Mobile capabilities — Sales teams, especially outside sales teams, are often on the go and rely on mobile phones to take care of a lot of their sales functions. Many solutions offer dataset visualization across multiple platforms, including mobile.

Lead analytics — A beneficial use for sales analytics software is predictive lead scoring, which identifies trends in the customer pipeline and uses these trends to predict how far along a lead is in the pipeline. This allows sales teams to qualify and prioritize opportunities based on which leads are most likely to close. This feature works similarly, and can be integrated with, sales intelligence software.