# Best Sales Analytics Software for Medium-Sized Businesses *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall Sales Analytics category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Sales Analytics to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Sales Analytics category. In addition to qualifying for inclusion in the Sales Analytics Software category, to qualify for inclusion in the Medium-Sized Business Sales Analytics Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. ## Top Sales Analytics Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,647 reviews) | AI-native pipeline analytics inside Salesforce | "[Centralized Sales Management with a Great UI, Integrations, and Organized Training](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12997474)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,246 reviews) | CRM-native pipeline analytics with marketing-handoff visibility | "[Automates Follow-Ups and Reminders, So No Lead Slips Through](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12952644)" | | 3 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,497 reviews) | Conversation intelligence with AI-driven deal coaching | "[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)" | | 4 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,028 reviews) | Visual pipeline analytics with deal-stage conversion tracking | "[Intuitive and Customizable, Perfect for Business Use (SMBs)](https://www.g2.com/survey_responses/pipedrive-review-12938416)" | | 5 | [Clari](https://www.g2.com/products/clari/reviews) | 4.6/5.0 (5,501 reviews) | Salesforce-native forecast inspection and pipeline analytics | "[Clari has met and exceed our expectations for our GTM Oganization](https://www.g2.com/survey_responses/clari-review-10775002)" | | 6 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (889 reviews) | SAP-native lead-to-cash pipeline analytics | "[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)" | | 7 | [Substrata](https://www.g2.com/products/substrata-substrata/reviews) | 4.9/5.0 (1,093 reviews) | Conversation intelligence for buyer intent signals | "[Intuitive Content Library with Effortless Drag-and-Drop Organization](https://www.g2.com/survey_responses/substrata-review-12619141)" | | 8 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,825 reviews) | Zoho-native pipeline analytics with Blueprint-enforced data | "[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)" | | 9 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,029 reviews) | Outbound sales activity tracking with unified communications | "[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)" | | 10 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (831 reviews) | Visual deal-stage analytics replacing spreadsheet pipelines | "[Bigin simplifies CRM with a clean and focused interface](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12886414)" | ## How Many Sales Analytics Software Products Does G2 Track? **Total Products under this Category:** 203 ### Category Stats (Jun 2026) - **Average Rating**: 4.48/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Flockjay (+4.68%) - Among all products in this category, Flockjay recorded the largest rating increase compared to last month *Last updated: June 24, 2026* ## How Does G2 Rank Sales Analytics Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,200+ Authentic Reviews - 203+ 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. --- **Sponsored** ### Capsule CRM Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=626&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1585&secure%5Bresource_id%5D=626&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-analytics%2Fmid-market&secure%5Btoken%5D=aebc6e3ccf48a0fc584e0e9de65ded524855801a2fae0e0b1a0906a16da3d8db&secure%5Burl%5D=https%3A%2F%2Fcapsulecrm.com%2Fcampaign%2Fyour-crm-alternative%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dalternatives&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Sales Analytics Software Products in 2026? ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) 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:** 24,647 **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: 9.1/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.6/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 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% Mid-Market, 34% Enterprise #### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons? **Pros:** - Ease of Use (2065 reviews) - Features (1726 reviews) - Lead Management (1174 reviews) - Salesforce Integration (991 reviews) - Integrations (879 reviews) **Cons:** - Learning Curve (1092 reviews) - Limitations (791 reviews) - Complexity (682 reviews) - Expensive (612 reviews) - Limited Features (584 reviews) ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Agentforce Sales, streamlining workflows and enhancing productivity for sales teams. - Users value the **intuitive flow and visual interface** of Agentforce Sales, streamlining lead management and opportunity tracking. - Users value the **360-degree view and scalability** of Agentforce Sales, enhancing lead follow-up and overall productivity. - Users value the **centralized customer data** of Salesforce Sales Cloud, enabling efficient management of leads and relationships. - Users appreciate the **seamless integration capabilities** of Agentforce Sales, enhancing workflow and supporting unique business processes effectively. **Cons:** - Users find the **learning curve challenging** due to complex setups and navigation of security layers. - Users find the **limited package options** frustrating, especially regarding relay options and governance challenges post-Hyperforce migration. - Users find the **complexity of configurations** overwhelming, impacting their experience with Agentforce Sales. - Users find the product to be **rather expensive** , suggesting improvements for cost-effectiveness and customizable options. - Users express dissatisfaction with the **limited features** in Agentforce Sales, particularly regarding package inclusions and updates. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Centralized Sales Management with a Great UI, Integrations, and Organized Training](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12997474)"** **Rating:** 4.0/5.0 stars *— Juan Pablo C.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12997474) --- **"[Sales Cloud Streamlines Our Pipeline with Powerful Automation and Insights](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12998010)"** **Rating:** 4.0/5.0 stars *— Carlos V.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12998010) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) 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:** 13,246 **How Do G2 Users Rate HubSpot Sales Hub?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.2/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind HubSpot Sales Hub?** - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** https://hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot (784,270 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 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:** 60% Small-Business, 35% Mid-Market #### What Are HubSpot Sales Hub's Pros and Cons? **Pros:** - Ease of Use (1430 reviews) - Helpful (760 reviews) - Features (702 reviews) - Lead Management (671 reviews) - Intuitive (617 reviews) **Cons:** - Missing Features (500 reviews) - Limited Features (472 reviews) - Learning Curve (447 reviews) - Expensive (344 reviews) - Limited Customization (319 reviews) ### What Do G2 Reviewers Say About HubSpot Sales Hub? *AI-generated summary from verified user reviews* **Pros:** - Users find HubSpot Sales Hub to be **very easy to use** , making it ideal for both beginners and experienced salespeople. - Users appreciate the **excellent email metrics and support** from HubSpot Sales Hub, enhancing their campaign effectiveness. - Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales processes significantly. - Users value the **intuitive lead management** of HubSpot Sales Hub, which simplifies tracking and automates workflows effectively. - Users appreciate the **intuitive design** of HubSpot Sales Hub, making it easy to navigate and manage sales information. **Cons:** - Users feel the **missing features** in HubSpot Sales Hub hinder its effectiveness and require more development for better functionality. - Users find the **limited features** of HubSpot Sales Hub basic, leading to complications and requiring upgrades for better functionality. - Users find the **learning curve steep** in HubSpot Sales Hub, particularly with advanced features and data importing challenges. - Users find HubSpot Sales Hub to be **expensive** , particularly as their company expands or needs advanced features. - Users find the **limited customization** options in HubSpot Sales Hub restrictive for their needs and budget constraints. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **"[Automates Follow-Ups and Reminders, So No Lead Slips Through](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12952644)"** **Rating:** 4.5/5.0 stars *— Prabhat C.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12952644) --- **"[Comprehensive and User-Friendly CRM for Streamlined Sales Processes](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871)"** **Rating:** 4.5/5.0 stars *— Raj K.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871) --- #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments - [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments - [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments ### 3. [Gong](https://www.g2.com/products/gong/reviews) 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:** 6,497 **How Do G2 Users Rate Gong?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.4/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Gong?** - **Seller:** [Gong](https://www.g2.com/sellers/gong) - **Company Website:** https://www.gong.io - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @Gong_io (7,641 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10454372/ (2,546 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% Mid-Market, 18% Enterprise #### What Are Gong's Pros and Cons? **Pros:** - Helpful (301 reviews) - Ease of Use (240 reviews) - Call Recording (194 reviews) - Accuracy (188 reviews) - AI Summary (186 reviews) **Cons:** - Call Issues (119 reviews) - Recording Issues (77 reviews) - AI Inaccuracy (69 reviews) - AI Limitations (67 reviews) - Missing Features (60 reviews) ### What Do G2 Reviewers Say About Gong? *AI-generated summary from verified user reviews* **Pros:** - Users find Gong's **time-saving insights** invaluable, providing excellent visibility into customer conversations and enhancing coaching efficiency. - Users appreciate the **ease of use** of Gong, finding it user-friendly for reviewing calls and insights. - Users appreciate the **call recording feature** of Gong for its ease of use and valuable insights it provides. - Users value Gong for its **exceptional transcription accuracy** , transforming conversations into actionable insights effortlessly. - Users appreciate the **AI-driven insights** of Gong, which enhance productivity and streamline sales processes effectively. **Cons:** - Users experience **call access issues** with Gong, finding it hard to retrieve older recordings efficiently. - Users report frequent **recording issues** with Gong, including inaccurate transcriptions and difficulties in accessing old calls. - Users experience **AI inaccuracy** that impacts the reliability of insights and effectiveness of communication tools. - Users find the **AI limitations** of Gong frustrating, particularly regarding accuracy and integration with their CRM systems. - Users find the **search functionality lacking** , particularly missing support for Teams and limited action item suggestions. #### What Are Recent G2 Reviews of Gong? **"[Brilliant AI, Extremely Intuitive Platform](https://www.g2.com/survey_responses/gong-review-12892641)"** **Rating:** 5.0/5.0 stars *— Lilian S.* [Read full review](https://www.g2.com/survey_responses/gong-review-12892641) --- **"[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)"** **Rating:** 5.0/5.0 stars *— Connor H.* [Read full review](https://www.g2.com/survey_responses/gong-review-12837945) --- #### What Are G2 Users Discussing About Gong? - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/gong-how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - 2 comments - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - [What is Gong used for?](https://www.g2.com/discussions/what-is-gong-used-for) - [Is Gong a public?](https://www.g2.com/discussions/is-gong-a-public) - 1 comment - [How Much Does Gong IO cost?](https://www.g2.com/discussions/how-much-does-gong-io-cost) - 1 comment ### 4. [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) 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: 9.1/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.9/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind SAP Sales Cloud?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** https://www.sap.com/ - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Consultant, Associate Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 45% Enterprise, 36% Mid-Market #### What Are SAP Sales Cloud's Pros and Cons? **Pros:** - Ease of Use (92 reviews) - Integrations (62 reviews) - Integration (57 reviews) - Lead Management (54 reviews) - Analytics (47 reviews) **Cons:** - Learning Curve (75 reviews) - Limited Customization (47 reviews) - Complexity (35 reviews) - Not Intuitive (34 reviews) - Expensive (33 reviews) ### What Do G2 Reviewers Say About SAP Sales Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users find SAP Sales Cloud to be **easy to use** , enhancing performance and facilitating smooth integration with business strategies. - Users value the **seamless integration capabilities** of SAP Sales Cloud, enhancing collaboration with other SAP products. - Users appreciate the **seamless integration** with other SAP products, enhancing user efficiency and sales team management. - Users value the **effective lead management** in SAP Sales Cloud, enhancing sales productivity through intuitive tools and insights. - Users value the **detailed analytics** of SAP Sales Cloud, enhancing decision-making and customer engagement in sales processes. **Cons:** - Users experience a **steep learning curve** with SAP Sales Cloud, finding the setup and navigation confusing and cumbersome. - Users feel that the **limited customization** of SAP Sales Cloud hinders efficiency and complicates daily sales tasks. - Users report that the **complexity** of SAP Sales Cloud hampers usability, leading to challenges in training and user adoption. - Users find SAP Sales Cloud **not intuitive** , facing a steep learning curve and occasional lag in performance. - Users find the **cost of SAP Sales Cloud** to be significantly higher than many competing solutions. #### What Are Recent G2 Reviews of SAP Sales Cloud? **"[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)"** **Rating:** 4.5/5.0 stars *— Alexander C.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761) --- **"[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)"** **Rating:** 4.5/5.0 stars *— Carlos Q.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624) --- #### What Are G2 Users Discussing About SAP Sales Cloud? - [What is SAP CRM used for?](https://www.g2.com/discussions/what-is-sap-crm-used-for) - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/sap-cloud-for-customer-what-sap-components-are-included-in-sap-crm) - 1 comment - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/what-sap-components-are-included-in-sap-crm) - 1 comment - [Is SAP CRM cloud based?](https://www.g2.com/discussions/is-sap-crm-cloud-based) - 1 comment - [What is CRM system in SAP?](https://www.g2.com/discussions/what-is-crm-system-in-sap) - 1 comment ### 5. [Pipedrive](https://www.g2.com/products/pipedrive/reviews) 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:** 3,028 **How Do G2 Users Rate Pipedrive?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.8/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Pipedrive?** - **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive) - **Company Website:** https://www.pipedrive.com - **Year Founded:** 2010 - **HQ Location:** New York - **Twitter:** @pipedrive (14,355 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1876917/ (1,045 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-Business, 23% Mid-Market #### What Are Pipedrive's Pros and Cons? **Pros:** - Ease of Use (527 reviews) - Intuitive (255 reviews) - Simple (222 reviews) - Helpful (218 reviews) - Integrations (194 reviews) **Cons:** - Missing Features (215 reviews) - Limited Features (133 reviews) - Learning Curve (108 reviews) - Expensive (97 reviews) - Integration Issues (97 reviews) ### What Do G2 Reviewers Say About Pipedrive? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Pipedrive, making navigation and customization effortless for effective deal management. - Users appreciate the **intuitive interface** of Pipedrive, making customization and usage straightforward for everyone. - Users appreciate the **simplicity and ease of use** of Pipedrive, enhancing efficiency in daily tasks and navigation. - Users find Pipedrive to be **highly customizable** , allowing for easy adjustments and integrations without requiring a tech background. - Users appreciate the **seamless integrations** of Pipedrive, enhancing campaign coordination and simplifying lead management. **Cons:** - Users find the **missing features** in Pipedrive limiting, particularly regarding automation, tracking, and customization options. - Users find Pipedrive's **limited features** frustrating, leading to challenges with automations and overall user experience. - Users find the **learning curve steep** with Pipedrive, requiring significant time and training to fully utilize its features. - Users find the **subscription costs** of Pipedrive to be prohibitively expensive, limiting accessibility for small businesses. - Users experience **integration issues** with Pipedrive, especially with calendar syncing and missing meeting details. #### What Are Recent G2 Reviews of Pipedrive? **"[Fast, Intuitive Pipelines with Reliable Automations and Integrations](https://www.g2.com/survey_responses/pipedrive-review-12930901)"** **Rating:** 4.0/5.0 stars *— Jonathan H.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-12930901) --- **"[Intuitive and Customizable, Perfect for Business Use (SMBs)](https://www.g2.com/survey_responses/pipedrive-review-12938416)"** **Rating:** 5.0/5.0 stars *— Guido M.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-12938416) --- #### What Are G2 Users Discussing About Pipedrive? - [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments - [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments - [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/what-is-pipedrive-used-for) - 1 comment ### 6. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) 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:** 2,825 **How Do G2 Users Rate Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.5/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Zoho CRM?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 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-Business, 33% Mid-Market #### What Are Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (261 reviews) - Features (169 reviews) - Integrations (137 reviews) - Easy Integrations (113 reviews) - Lead Management (113 reviews) **Cons:** - Learning Curve (112 reviews) - Integration Issues (71 reviews) - Limited Features (71 reviews) - Complexity (68 reviews) - Poor Customer Support (64 reviews) ### What Do G2 Reviewers Say About Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users laud the **ease of use** of Zoho CRM, appreciating its intuitive interface and smooth workflow management. - Users value the **powerful AI features** of Zoho CRM, enhancing sales, marketing, and customer support efficiency. - Users value the **seamless integration** of Zoho CRM, enhancing workflow across marketing and sales processes. - Users value the **easy integrations** with Zoho CRM, enhancing workflow efficiency and simplifying overall management. - Users highlight the **seamless lead management** in Zoho CRM, enhancing workflows and integrations for better efficiency. **Cons:** - Users experience a **steep learning curve** with Zoho CRM, struggling to master its more advanced features initially. - Users find the **integration issues** with Zoho CRM frustrating, limiting automation and usability across systems. - Users find the **limited features** of Zoho CRM restrict their ability to fully utilize the system's potential. - Users find the **complexity** of Zoho CRM challenging, especially for first-time users without prior CRM experience. - Users experience **poor customer support** with Zoho CRM, often facing slow responses and frustration during integration issues. #### What Are Recent G2 Reviews of Zoho CRM? **"[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)"** **Rating:** 5.0/5.0 stars *— Kristina Y.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-12765202) --- **"[User-Friendly, Feature-Rich CRM That Streamlines Work and Boosts Productivity](https://www.g2.com/survey_responses/zoho-crm-review-12762599)"** **Rating:** 5.0/5.0 stars *— Suraj B.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-12762599) --- #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote ### 7. [Substrata](https://www.g2.com/products/substrata-substrata/reviews) 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:** 1,093 **How Do G2 Users Rate Substrata?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10) - **Data Segmentation:** 9.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.4/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Substrata?** - **Seller:** [Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea) - **Company Website:** https://www.substrata.me/ - **Year Founded:** 2020 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @SubstrataHQ (517 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/substrata-company/ (33 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:** 46% Small-Business, 41% Mid-Market #### What Are Substrata's Pros and Cons? **Pros:** - Accuracy (535 reviews) - Helpful (441 reviews) - Conversation Analysis (390 reviews) - Insights (336 reviews) - Time-saving (277 reviews) **Cons:** - Learning Curve (307 reviews) - Limited Customization (147 reviews) - Complexity (118 reviews) - Time-Consuming (102 reviews) - Dashboard Issues (99 reviews) ### What Do G2 Reviewers Say About Substrata? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **clarity and accuracy** provided by Substrata, enhancing communication with stakeholders and entrepreneurs. - Users find Substrata **extremely helpful** for project organization, client communication, and supplier management efficiency. - Users value the **clarity and precision in communication** that Substrata provides, enhancing strategic outreach and alignment. - Users appreciate the **accurate client communication** and insightful tracking features of Substrata, enhancing their messaging effectively. - Users value the **time-saving capabilities** of Substrata, enabling efficient prospect tracking and streamlined outreach. **Cons:** - Users experience a challenging **learning curve** with Substrata, requiring time and effort for effective usage. - Users note **limited customization** , wishing for more tailored views and metrics to enhance their experience with Substrata. - Users find the **initial setup and complex interface** of Substrata overwhelming, hindering a smooth experience. - Users find the **time-consuming setup and analysis** of Substrata can hinder their efficiency and experience. - Users find the dashboard initially **overwhelming and unintuitive** , hindering their ability to efficiently access necessary insights. #### What Are Recent G2 Reviews of Substrata? **"[Intuitive Content Library with Effortless Drag-and-Drop Organization](https://www.g2.com/survey_responses/substrata-review-12619141)"** **Rating:** 4.5/5.0 stars *— Melissa L.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12619141) --- **"[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)"** **Rating:** 4.5/5.0 stars *— Blake M.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12617983) --- ### 8. [Clari](https://www.g2.com/products/clari/reviews) 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:** 5,501 **How Do G2 Users Rate Clari?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Clari?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** https://salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,101 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% Mid-Market, 41% Enterprise #### What Are Clari's Pros and Cons? **Pros:** - Ease of Use (241 reviews) - Features (180 reviews) - Helpful (171 reviews) - Forecasting (139 reviews) - Salesforce Integration (125 reviews) **Cons:** - Learning Curve (80 reviews) - Limitations (63 reviews) - Missing Features (61 reviews) - Limited Customization (59 reviews) - Not Intuitive (57 reviews) ### What Do G2 Reviewers Say About Clari? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** in Clari, enabling effortless dashboard creation and streamlined forecasting processes. - Users appreciate Clari's **modern virtual capabilities** for easy financial management and insightful forecasting, enhancing business efficiency. - Users find Clari's **streamlined sales forecasting** invaluable for gaining insights and simplifying revenue management. - Users value Clari's **effective forecasting capabilities** , appreciating its automation and clear visual design for streamlined insights. - Users value the **Salesforce integration** of Clari, enjoying seamless access to all their sales data in one place. **Cons:** - Users experience a **steep learning curve** with Clari, particularly when navigating the Admin section and user updates. - Users find that **complicated setup and additional information requirements** hinder the effective use of Clari. - Users find it frustrating that Clari lacks **mass update features** and customizable dashboards, impacting workflow efficiency significantly. - Users note a **limited customization** in Clari, making workflows and updates less efficient and more cumbersome. - Users find Clari's interface **not intuitive** , making navigation and customization a challenge during usage. #### What Are Recent G2 Reviews of Clari? **"[Effortlessly Manage Calls with Clari](https://www.g2.com/survey_responses/clari-review-12786353)"** **Rating:** 5.0/5.0 stars *— Aditi S.* [Read full review](https://www.g2.com/survey_responses/clari-review-12786353) --- **"[Clari has met and exceed our expectations for our GTM Oganization](https://www.g2.com/survey_responses/clari-review-10775002)"** **Rating:** 4.0/5.0 stars *— Eric M.* [Read full review](https://www.g2.com/survey_responses/clari-review-10775002) --- #### What Are G2 Users Discussing About Clari? - [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment - [How is Groove, a Clari Company being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [How do I add groove to Gmail?](https://www.g2.com/discussions/how-do-i-add-groove-to-gmail) - 1 comment - [How much does groove cost?](https://www.g2.com/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote - [What groove means in music?](https://www.g2.com/discussions/what-groove-means-in-music) - 7 comments ### 9. [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) 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:** 222 **How Do G2 Users Rate IBM Planning Analytics?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind IBM Planning Analytics?** - **Seller:** [IBM](https://www.g2.com/sellers/ibm) - **Company Website:** https://www.ibm.com - **Year Founded:** 1911 - **HQ Location:** Armonk, New York, United States - **Twitter:** @IBMSecurity (74,660 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1009/ (328,202 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Analyst - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 51% Enterprise, 36% Mid-Market #### What Are IBM Planning Analytics's Pros and Cons? **Pros:** - Efficiency (34 reviews) - Planning Efficiency (32 reviews) - Analytics (30 reviews) - Forecasting Accuracy (30 reviews) - Ease of Use (29 reviews) **Cons:** - Learning Curve (28 reviews) - Learning Difficulty (18 reviews) - User Difficulty (18 reviews) - Complexity (15 reviews) - Difficult Learning (15 reviews) ### What Do G2 Reviewers Say About IBM Planning Analytics? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **enhanced efficiency** of IBM Planning Analytics, which streamlines planning, forecasting, and reporting tasks. - Users value the **planning efficiency** of IBM Planning Analytics, appreciating its scalability and streamlined budgeting processes. - Users value the **strong data visualization features** of IBM Planning Analytics, enhancing financial analysis and decision-making. - Users appreciate the **forecasting accuracy** of IBM Planning Analytics, enabling efficient data analysis and decision-making. - Users appreciate the **ease of use** in IBM Planning Analytics, enabling quick data analysis and dynamic dashboard creation. **Cons:** - Users find the **learning curve challenging** , particularly due to the tool's complexity and outdated interface. - Users find the **learning difficulty** with IBM Planning Analytics challenging, especially regarding navigation and initial setup. - Users find the **user difficulty** of IBM Planning Analytics challenging due to its steep learning curve and complexity. - Users find the **complexity of the initial setup** challenging, particularly for newcomers without sufficient training. - Users find the **difficult learning curve** of IBM Planning Analytics challenging, particularly when adapting to its advanced features. #### What Are Recent G2 Reviews of IBM Planning Analytics? **"[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)"** **Rating:** 4.5/5.0 stars *— Himanshu J.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783) --- **"[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)"** **Rating:** 4.0/5.0 stars *— Jeanpierre L.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559) --- #### What Are G2 Users Discussing About IBM Planning Analytics? - [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel) - [What is IBM planning analytics workspace?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-workspace) - [How do I use IBM Planning Analytics?](https://www.g2.com/discussions/how-do-i-use-ibm-planning-analytics) ### 10. [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) 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: 9.1/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.0/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind CaptivateIQ?** - **Seller:** [CaptivateIQ](https://www.g2.com/sellers/captivateiq) - **Company Website:** https://www.captivateiq.com/ - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @CaptivateIq (606 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18516995/ (271 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% Mid-Market, 26% Enterprise #### What Are CaptivateIQ's Pros and Cons? **Pros:** - Ease of Use (519 reviews) - Simple (238 reviews) - Helpful (217 reviews) - Accuracy (188 reviews) - Intuitive (188 reviews) **Cons:** - Learning Curve (80 reviews) - Missing Features (55 reviews) - Reporting Issues (46 reviews) - Difficult Learning (43 reviews) - Slow Loading (43 reviews) ### What Do G2 Reviewers Say About CaptivateIQ? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of CaptivateIQ, highlighting its intuitive navigation and straightforward inquiry submissions. - Users appreciate the **user-friendly interface** of CaptivateIQ, which simplifies accessing historical commission information and payouts. - Users love the **real-time insights** CaptivateIQ provides, making commission tracking and planning exceptionally easy and accurate. - Users value the **accuracy of commission tracking** in CaptivateIQ, appreciating detailed performance explanations and easy corrections. - Users praise the **intuitive design** of CaptivateIQ, finding it user-friendly and efficient for both admins and sales reps. **Cons:** - Users find the **learning curve challenging** , requiring extensive support to navigate CaptivateIQ's features effectively. - Users desire more features like **P&L info and better compensation plans** , highlighting significant limitations in CaptivateIQ. - Users find that **reporting issues** complicate the setup and maintenance, often requiring double-checking for accuracy. - Users face a **difficult learning curve** with CaptivateIQ, especially when creating dashboards and managing complex commission structures. - Users experience **slow loading times** that hinder accessing important reporting layouts and team payout performance snapshots. #### What Are Recent G2 Reviews of CaptivateIQ? **"[Easy, Flexible Dashboarding with Powerful What-If Modeling](https://www.g2.com/survey_responses/captivateiq-review-12708840)"** **Rating:** 4.5/5.0 stars *— Sridhar P.* [Read full review](https://www.g2.com/survey_responses/captivateiq-review-12708840) --- **"[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)"** **Rating:** 4.5/5.0 stars *— Kauvshika P.* [Read full review](https://www.g2.com/survey_responses/captivateiq-review-11398999) --- #### What Are G2 Users Discussing About CaptivateIQ? - [How is CaptivateIQ changing the way companies manage and optimize their commission plans?](https://www.g2.com/discussions/how-is-captivateiq-changing-the-way-companies-manage-and-optimize-their-commission-plans) - 1 comment - [What is CaptivateIQ used for?](https://www.g2.com/discussions/what-is-captivateiq-used-for) ### 11. [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) Chorus by ZoomInfo is a software designed to enhance customer engagement and revenue team performance by capturing and analyzing interactions across phone calls, video meetings, and emails. The software provides automatic transcription, talk-to-listen ratio tracking, competitor mention detection, and deal progression analysis by leveraging AI-powered conversation intelligence. It automates the recording and analysis of every customer interaction and reduces the risk of overlooked details during discovery calls, product demonstrations, and negotiations. Chorus by ZoomInfo addresses inconsistent sales execution and missed coaching opportunities by identifying top-performer behaviors and surfacing at-risk deals from real conversation data. The software supports use cases including sales coaching, CRM-synced deal intelligence, and expansion opportunity identification for mid-market and enterprise sales, customer success, and business development teams. **Average Rating:** 4.5/5.0 **Total Reviews:** 3,395 **How Do G2 Users Rate GTM Studio - Powered by ZoomInfo?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.5/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind GTM Studio - Powered by ZoomInfo?** - **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706) - **Company Website:** https://www.zoominfo.com/ - **Year Founded:** 2000 - **HQ Location:** Vancouver, WA - **Twitter:** @ZoomInfo (23,515 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zoominfo/ (4,221 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 63% Mid-Market, 24% Enterprise #### What Are GTM Studio - Powered by ZoomInfo's Pros and Cons? **Pros:** - Features (27 reviews) - Lead Generation (27 reviews) - Ease of Use (25 reviews) - Data Accuracy (21 reviews) - Data Quality (19 reviews) **Cons:** - Expensive (17 reviews) - Data Inaccuracy (13 reviews) - Cost (11 reviews) - Learning Curve (10 reviews) - Complexity (9 reviews) ### What Do G2 Reviewers Say About GTM Studio - Powered by ZoomInfo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **reliable B2B contact data** and filtering options of GTM Studio, optimizing their prospecting efforts. - Users value the **high-quality leads generated** by GTM Studio, enhancing targeting and engagement strategies significantly. - Users find GTM Studio's **ease of use** invaluable, appreciating its simple setup and effective lead enrichment capabilities. - Users value the **data accuracy** of GTM Studio, enabling precise targeting and effective marketing campaigns. - Users appreciate the **reliable data quality** of GTM Studio, enabling efficient prospect targeting and effective outreach campaigns. **Cons:** - Users often find the product to be **expensive** , which detracts from their overall satisfaction with the tool. - Users often face **data inaccuracy** issues with GTM Studio, leading to wasted efforts and complicating outreach processes. - Users find the **pricing steep** for smaller teams, making it less feasible for those with limited budgets. - Users find the **learning curve steep** initially due to the platform's complexity and extensive features. - Users find the platform's **complexity overwhelming** initially, requiring training and clear processes to navigate effectively. #### What Are Recent G2 Reviews of GTM Studio - Powered by ZoomInfo? **"[Account Exectuive](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756)"** **Rating:** 5.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756) --- **"[Amazing Platform That Helps Marketers Bridge the Gap with your Audience](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370) --- #### What Are G2 Users Discussing About GTM Studio - Powered by ZoomInfo? - [What impact has Chorus by ZoomInfo had on the enhancement of sales conversations and customer insights?](https://www.g2.com/discussions/what-impact-has-chorus-by-zoominfo-had-on-the-enhancement-of-sales-conversations-and-customer-insights) - [What is Chorus.ai used for?](https://www.g2.com/discussions/what-is-chorus-ai-used-for) - [What is ZoomInfo MarketingOS used for?](https://www.g2.com/discussions/what-is-zoominfo-marketingos-used-for) - [What are ZoomInfo scoops?](https://www.g2.com/discussions/what-are-zoominfo-scoops) - [What information does ZoomInfo provide?](https://www.g2.com/discussions/what-information-does-zoominfo-provide) ### 12. [Introhive](https://www.g2.com/products/introhive/reviews) Introhive is a leading Relationship Intelligence platform that empowers firms to break down data silos and gain actionable insights from their relationships to fuel collaboration and growth. With Introhive’s Relationship Intelligence, firms can identify key relationships within the firm, measure the strength of client and prospect relationships, foster cross-firm collaboration, uncover risks or opportunities by understanding the health of relationships over time, and leverage these insights for business development and client retention efforts. Trusted by industry-leading brands, Introhive’s supports over 250,000 users in 90+ countries. **Average Rating:** 4.5/5.0 **Total Reviews:** 85 **How Do G2 Users Rate Introhive?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.8/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Introhive?** - **Seller:** [Introhive](https://www.g2.com/sellers/introhive) - **Year Founded:** 2012 - **HQ Location:** Fredericton - **Twitter:** @Introhive (9,830 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2636221/ (220 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Legal Services, Accounting - **Company Size:** 50% Mid-Market, 34% Enterprise #### What Are Introhive's Pros and Cons? **Pros:** - Customer Support (3 reviews) - Analytics (1 reviews) - Ease of Use (1 reviews) - Easy Integrations (1 reviews) - Efficiency (1 reviews) **Cons:** - Confusion (1 reviews) - Difficult Learning Curve (1 reviews) - Expensive (1 reviews) - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Introhive? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **responsive and knowledgeable customer support** of Introhive, enhancing their overall experience and productivity. - Users value the **robust analytics** of Introhive, enhancing productivity and understanding of client and team dynamics. - Users find Introhive to be an **easy-to-use solution** , enhancing customer success and partnership capabilities. - Users appreciate the **easy integrations** of Introhive, which enhance workflow efficiency and boost overall productivity. - Users appreciate the **efficiency** of Introhive, benefiting from streamlined workflows and enhanced productivity through integrations. **Cons:** - Users find Introhive's interface **confusing at first** , but eventually adapt and appreciate its smooth functionality. - Users find the **difficult learning curve** of Introhive challenging initially, but it becomes easier over time. - Users find that the product is **very expensive** , which limits its accessibility and value proposition. - Users find the initial setup of Introhive a bit **confusing** , but it becomes smooth once familiarized. #### What Are Recent G2 Reviews of Introhive? **"[Effortless CRM Automation with Relationship Intelligence](https://www.g2.com/survey_responses/introhive-review-12532253)"** **Rating:** 4.0/5.0 stars *— Yehudit M.* [Read full review](https://www.g2.com/survey_responses/introhive-review-12532253) --- **"[Streamlined Our CRM with Insightful Automation](https://www.g2.com/survey_responses/introhive-review-12457126)"** **Rating:** 4.0/5.0 stars *— Nickelston D.* [Read full review](https://www.g2.com/survey_responses/introhive-review-12457126) --- #### What Are G2 Users Discussing About Introhive? - [How do you use Introhive?](https://www.g2.com/discussions/how-do-you-use-introhive) - [What is Introhive Salesforce?](https://www.g2.com/discussions/what-is-introhive-salesforce) - [How do you use an Introhive?](https://www.g2.com/discussions/how-do-you-use-an-introhive) - 1 comment - [What does Introhive do?](https://www.g2.com/discussions/what-does-introhive-do) - 1 comment ### 13. [Jiminny](https://www.g2.com/products/jiminny/reviews) Jiminny is the conversation intelligence platform designed to help Revenue Leaders capture and analyze critical go-to-market insights across video, voice, and email. This innovative solution automates the integration of these insights into your CRM, enabling teams to make informed decisions and drive revenue growth effectively. Jiminny benefits the entire Revenue Team. For Sales Reps, it automates routine admin tasks, allowing them to focus more on selling and enhancing their performance. This not only streamlines their workflow but also increases their productivity, enabling them to close deals more efficiently. Managers benefit from Jiminny by gaining access to actionable insights that help them develop their teams, fostering an environment of continuous improvement and confidence-building. Executives can rely on Jiminny to provide a trustworthy source of data for making strategic, data-driven decisions. The platform transforms the CRM into a reliable launchpad for revenue growth, ensuring that leadership can track progress and identify areas for improvement with ease. This comprehensive approach to GTM conversation intelligence empowers all levels of the organization to work collaboratively towards revenue goals. Key features of Jiminny include its ability to analyze conversations in real-time, providing instant feedback and insights that can be acted upon immediately. The platform's fast onboarding process and user-friendly interface ensure that teams can quickly adapt and start reaping the benefits without significant downtime. Sell smarter, grow faster, and ultimately win more deals with Jiminny. The platform not only enhances individual performance but also cultivates a data-driven culture that supports sustained growth and success across the entire organization. **Average Rating:** 4.6/5.0 **Total Reviews:** 927 **How Do G2 Users Rate Jiminny?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.8/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Jiminny?** - **Seller:** [Jiminny](https://www.g2.com/sellers/jiminny) - **Company Website:** https://www.jiminny.com - **Year Founded:** 2016 - **HQ Location:** London, England - **Twitter:** @JiminnyInc (384 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10815921/ (59 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:** 63% Mid-Market, 31% Small-Business #### What Are Jiminny's Pros and Cons? **Pros:** - Helpful (77 reviews) - Ease of Use (67 reviews) - AI Summary (62 reviews) - Time-saving (60 reviews) - Call Recording (59 reviews) **Cons:** - Call Issues (40 reviews) - AI Inaccuracy (29 reviews) - Accuracy Issues (25 reviews) - AI Limitations (15 reviews) - Recording Issues (11 reviews) ### What Do G2 Reviewers Say About Jiminny? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Jiminny, finding it intuitive for reviewing calls and gaining insights. - Users find Jiminny's platform to be **extremely easy to navigate** , enhancing their daily meeting experiences effortlessly. - Users commend Jiminny for its **automated call summaries** , making it easy to review and recall important conversation details. - Users value Jiminny for its **time-saving capabilities** , significantly enhancing efficiency in managing sales call records and follow-ups. - Users benefit from **call recording** that helps identify key moments and provides valuable insights for future follow-ups. **Cons:** - Users face **call issues** with Jiminny, including inconsistent recordings and challenging settings functionality that hinder usability. - Users experience **AI inaccuracy** in transcriptions and interpretations, affecting the overall effectiveness of Jiminny. - Users experience **accuracy issues** with Jiminny's transcription, as it often misinterprets words and misses key conversation points. - Users note that Jiminny has **accuracy issues with accents and languages** , which affects usability and feature effectiveness. - Users face **recording issues** , including unpredictable processing times and limitations on adding recordings to calls. #### What Are Recent G2 Reviews of Jiminny? **"[AI-Powered Call Insights with Accurate Highlights, Summaries, and CRM Integration](https://www.g2.com/survey_responses/jiminny-review-12917847)"** **Rating:** 4.5/5.0 stars *— Luciana S.* [Read full review](https://www.g2.com/survey_responses/jiminny-review-12917847) --- **"[Jiminny’s Excellent Recording and AI Chat Make Coaching a Breeze](https://www.g2.com/survey_responses/jiminny-review-12694816)"** **Rating:** 4.5/5.0 stars *— Mathilde L.* [Read full review](https://www.g2.com/survey_responses/jiminny-review-12694816) --- #### What Are G2 Users Discussing About Jiminny? - [What is Jiminny used for?](https://www.g2.com/discussions/what-is-jiminny-used-for) - 1 comment ### 14. [Salesken](https://www.g2.com/products/salesken/reviews) 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?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10) - **Data Segmentation:** 9.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.8/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 9.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Salesken?** - **Seller:** [Salesken](https://www.g2.com/sellers/salesken) - **Year Founded:** 2018 - **HQ Location:** New York, New York - **Twitter:** @SaleskenAi (117 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/salesken/about (84 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales, Sales Executive - **Top Industries:** Education Management, E-Learning - **Company Size:** 57% Mid-Market, 37% Enterprise #### What Are Salesken's Pros and Cons? **Pros:** - Helpful (11 reviews) - Feedback Management (7 reviews) - AI Summary (6 reviews) - Automation (6 reviews) - Efficiency (6 reviews) **Cons:** - Call Issues (2 reviews) - Call Limitations (2 reviews) - Poor Transcription (2 reviews) - Recording Issues (2 reviews) - Accuracy Issues (1 reviews) ### What Do G2 Reviewers Say About Salesken? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **real-time feedback and actionable data** from Salesken that significantly enhance sales team productivity. - Users value the **real-time feedback** from Salesken, enhancing sales team performance and productivity effectively. - Users value the **AI-driven feedback** from Salesken, enhancing call effectiveness and increasing sales productivity significantly. - Users value the **automation** in Salesken, enhancing productivity and streamlining sales processes with actionable insights. - Users value the **efficiency** of Salesken, as it significantly enhances sales team productivity with actionable insights. **Cons:** - Users report **call connectivity issues** that disrupt their experience and hinder effective communication. - Users desire **better call connectivity** and more customization options in Salesken to enhance their experience. - Users are frustrated by the **poor transcription** quality, which significantly hampers their overall satisfaction with Salesken. - Users experience **recording issues** with Salesken, including problems with transcripts and calls failing to connect. - Users express frustration over **accuracy issues** with transcripts that hinder their overall experience with Salesken. #### What Are Recent G2 Reviews of Salesken? **"[Real-Time Call Insights and AI Coaching That Boost Sales Performance](https://www.g2.com/survey_responses/salesken-review-12599904)"** **Rating:** 5.0/5.0 stars *— Anup K.* [Read full review](https://www.g2.com/survey_responses/salesken-review-12599904) --- **"[Turn Your Sales Reps Into Rock Stars.](https://www.g2.com/survey_responses/salesken-review-10386293)"** **Rating:** 5.0/5.0 stars *— Madhan k.* [Read full review](https://www.g2.com/survey_responses/salesken-review-10386293) --- #### What Are G2 Users Discussing About Salesken? - [What is Salesken used for?](https://www.g2.com/discussions/what-is-salesken-used-for) ### 15. [Looker](https://www.g2.com/products/looker/reviews) 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:** 1,582 **How Do G2 Users Rate Looker?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.2/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Looker?** - **Seller:** [Google](https://www.g2.com/sellers/google) - **Year Founded:** 1998 - **HQ Location:** Mountain View, CA - **Twitter:** @google (31,899,995 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1441/ (341,888 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% Mid-Market, 20% Enterprise #### What Are Looker's Pros and Cons? **Pros:** - Ease of Use (108 reviews) - Insights (75 reviews) - Easy Integrations (70 reviews) - Integrations (70 reviews) - Analytics (51 reviews) **Cons:** - Learning Curve (58 reviews) - Learning Difficulty (38 reviews) - Slow Loading (29 reviews) - Slow Performance (29 reviews) - Complex Usage (28 reviews) ### What Do G2 Reviewers Say About Looker? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** in Looker to be exceptional, allowing even non-technical individuals to create reports effortlessly. - Users benefit from **centralized dashboards and real-time insights** , enabling faster, data-driven decisions across teams. - Users appreciate the **easy integrations** of Looker, enabling quick collaboration and seamless data analysis across platforms. - Users value the **easy integrations** of Looker, enhancing collaboration and allowing seamless data connections for better insights. - Users appreciate the **dynamic and real-time reporting** capabilities of Looker for effective analytics and decision-making. **Cons:** - Users find the **learning curve steep** , making it challenging for beginners and those with limited IT skills. - Users find the **learning difficulty** of Looker challenging, particularly with LookML and navigating the interface. - Users experience **slow loading times** with Looker, particularly when handling larger datasets and creating dashboards. - Users often face **slow performance** issues with Looker, including lag and lengthy loading times for dashboards. - Users find Looker to have a **complex usage** that complicates onboarding and hampers effective data management. #### What Are Recent G2 Reviews of Looker? **"[Powerful once it's set up properly, that's once is doing a lot of work in that sentence](https://www.g2.com/survey_responses/looker-review-12863840)"** **Rating:** 4.5/5.0 stars *— Anurag S.* [Read full review](https://www.g2.com/survey_responses/looker-review-12863840) --- **"[Transforms Data, But Challenging for Beginners](https://www.g2.com/survey_responses/looker-review-12784757)"** **Rating:** 5.0/5.0 stars *— Rahul S.* [Read full review](https://www.g2.com/survey_responses/looker-review-12784757) --- #### What Are G2 Users Discussing About Looker? - [What is Looker used for?](https://www.g2.com/discussions/what-is-looker-used-for) - 1 comment - [Why is looker so powerful?](https://www.g2.com/discussions/why-is-looker-so-powerful) - [Is looker an ETL tool?](https://www.g2.com/discussions/is-looker-an-etl-tool) - 4 comments - [What is Looker software?](https://www.g2.com/discussions/what-is-looker-software) ### 16. [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential. **Average Rating:** 4.6/5.0 **Total Reviews:** 576 **How Do G2 Users Rate Revenue Grid?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.0/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Revenue Grid?** - **Seller:** [Revenue Grid](https://www.g2.com/sellers/revenue-grid) - **Company Website:** https://revenuegrid.com/ - **Year Founded:** 2006 - **HQ Location:** Atlanta, Georgia - **Twitter:** @Revenue_Grid_ (1,057 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/revenue-grid/ (142 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 47% Mid-Market, 41% Small-Business #### What Are Revenue Grid's Pros and Cons? **Pros:** - Ease of Use (51 reviews) - Salesforce Integration (45 reviews) - Integrations (40 reviews) - Helpful (36 reviews) - Customer Support (29 reviews) **Cons:** - Slow Loading (10 reviews) - Learning Curve (8 reviews) - Missing Features (8 reviews) - Technical Issues (8 reviews) - Integration Issues (7 reviews) ### What Do G2 Reviewers Say About Revenue Grid? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Revenue Grid, appreciating its flexibility and efficient support for their unique needs. - Users value the **seamless Salesforce integration** of Revenue Grid, enhancing visibility and streamlining documentation processes. - Users value the **seamless integration** of Revenue Grid with Salesforce and Outlook, enhancing their documentation and workflow efficiency. - Users commend the **excellent customer support** and seamless integration of Revenue Grid, greatly enhancing workflow efficiency. - Users praise the **helpful customer support** of Revenue Grid, highlighting their responsiveness and valuable assistance throughout projects. **Cons:** - Users often experience **slow loading** times with the sidebar and add-on, which affects their workflow efficiency. - Users face a **steep learning curve** with Revenue Grid's advanced features, though support and documentation are helpful. - Users feel the **missing features** in Revenue Grid limit lead management and email integration functionalities. - Users experience **technical issues** during setup and occasional glitches, impacting initial configurations and data synchronization. - Users face **integration issues** with Salesforce that hinder automation and require careful configuration for effective contact management. #### What Are Recent G2 Reviews of Revenue Grid? **"[Effortless Email Sync to Salesforce with Time-Saving Drag-and-Drop](https://www.g2.com/survey_responses/revenue-grid-review-12926033)"** **Rating:** 4.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-12926033) --- **"[Effortless Meeting Scheduling with Team Calendar Links](https://www.g2.com/survey_responses/revenue-grid-review-12973532)"** **Rating:** 4.5/5.0 stars *— Yvette L.* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-12973532) --- #### What Are G2 Users Discussing About Revenue Grid? - [What is Revenue Grid used for?](https://www.g2.com/discussions/what-is-revenue-grid-used-for) - [What can Google drive do?](https://www.g2.com/discussions/what-can-google-drive-do) - [What is dropbox and how does it work?](https://www.g2.com/discussions/what-is-dropbox-and-how-does-it-work) - [What can machine learning be used for?](https://www.g2.com/discussions/what-can-machine-learning-be-used-for) - [What is a revenue Grid?](https://www.g2.com/discussions/what-is-a-revenue-grid) - 2 comments ### 17. [Creatio](https://www.g2.com/products/creatio/reviews) 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:** 314 **How Do G2 Users Rate Creatio?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.8/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Creatio?** - **Seller:** [Creatio](https://www.g2.com/sellers/creatio) - **Company Website:** https://www.creatio.com - **Year Founded:** 2014 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Creatio_Global (3,977 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/creatioglobal/ (1,150 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Small-Business, 42% Mid-Market #### What Are Creatio's Pros and Cons? **Pros:** - Ease of Use (32 reviews) - Efficiency (21 reviews) - Customizability (19 reviews) - Customization (19 reviews) - Customization Options (17 reviews) **Cons:** - Learning Curve (10 reviews) - Missing Features (10 reviews) - Limited Features (8 reviews) - Limited Customization (6 reviews) - Limited Options (5 reviews) ### What Do G2 Reviewers Say About Creatio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Creatio, benefiting from its intuitive UI and supportive team. - Users find Creatio to greatly enhance **efficiency** , providing agile solutions and excellent support tailored to needs. - Users value the **extensive customizability** of Creatio, enabling tailored solutions without technical expertise. - Users value the **unlimited customization options** in Creatio, enhancing adaptability for various specific needs and workflows. - Users appreciate the **flexible customization options** of Creatio, allowing tailored solutions even without technical expertise. **Cons:** - Users note a **learning curve** with Creatio, requiring initial training but manageable with available resources. - Users find the **limited features** for contact uploads and app selection hamper efficient data management in Creatio. - Users find the **limited app selection** in Creatio Marketplace restricts options, impacting overall usability and customization. - Users find **limited customization** frustrating, as outdated documentation and button placement hinder their development experience. - Users identify a **limited selection of options** in Creatio Marketplace, affecting their overall productivity and flexibility. #### What Are Recent G2 Reviews of Creatio? **"[Empowers Customer Focus with Flexible, Bank-Ready Workflows](https://www.g2.com/survey_responses/creatio-review-12953782)"** **Rating:** 4.5/5.0 stars *— Tanner W.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12953782) --- **"[Quick Setup, No-Code Magic, But ALM Needs Improvement](https://www.g2.com/survey_responses/creatio-review-12953072)"** **Rating:** 5.0/5.0 stars *— Jarema P.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12953072) --- #### What Are G2 Users Discussing About Creatio? - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment ### 18. [Salesloft](https://www.g2.com/products/salesloft/reviews) 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:** 4,153 **How Do G2 Users Rate Salesloft?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.1/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Salesloft?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** https://salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,101 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% Mid-Market, 23% Small-Business #### What Are Salesloft's Pros and Cons? **Pros:** - Ease of Use (569 reviews) - Features (342 reviews) - Helpful (338 reviews) - Automation (303 reviews) - Time-saving (267 reviews) **Cons:** - Missing Features (239 reviews) - Call Issues (164 reviews) - Integration Issues (134 reviews) - Limitations (123 reviews) - Learning Curve (116 reviews) ### What Do G2 Reviewers Say About Salesloft? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Salesloft, appreciating its straightforward setup and efficient prospecting features. - Users find Salesloft's **automated task management** and integration capabilities greatly enhance their sales engagement efficiency. - Users find the **helpful integration and user-friendly cadence creation** of Salesloft enhances their productivity and contact management. - Users value the **seamless automation** in Salesloft, making call tracking and cadence creation incredibly efficient. - Users love how Salesloft enhances **time-saving through streamlined outreach** , improving overall sales productivity and efficiency. **Cons:** - Users find **missing features** like domain rotation and text formatting options limit the effectiveness of Salesloft. - Users report **call issues** with Salesloft, including alignment problems and challenges with inbound calling functionality. - Users report **integration issues** with Salesloft, particularly concerning LinkedIn and HubSpot, affecting overall usability. - Users find **limited features** compared to competitors and face challenges with organization and functionality in Salesloft. - Users find the **learning curve steep** , particularly for new users navigating the platform's complex features and customization. #### What Are Recent G2 Reviews of Salesloft? **"[Boosts Sales Execution with Structured Cadences and CRM-Integrated Insights](https://www.g2.com/survey_responses/salesloft-review-12628860)"** **Rating:** 4.0/5.0 stars *— Harrison P.* [Read full review](https://www.g2.com/survey_responses/salesloft-review-12628860) --- **"[Easy-to-Use Cadences and Automation That Boost SDR Efficiency](https://www.g2.com/survey_responses/salesloft-review-12625459)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/salesloft-review-12625459) --- #### What Are G2 Users Discussing About Salesloft? - [What innovative strategies are sales teams adopting with Salesloft to enhance customer engagement and sales effectiveness?](https://www.g2.com/discussions/what-innovative-strategies-are-sales-teams-adopting-with-salesloft-to-enhance-customer-engagement-and-sales-effectiveness) - [How is Salesloft being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-salesloft-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - 1 comment - [What is Salesloft used for?](https://www.g2.com/discussions/salesloft-what-is-salesloft-used-for) - 1 comment - [How much does SalesLoft cost?](https://www.g2.com/discussions/how-much-does-salesloft-cost) - [Is SalesLoft a CRM?](https://www.g2.com/discussions/is-salesloft-a-crm) - 6 comments, 1 upvote ### 19. [QuotaPath](https://www.g2.com/products/quotapath/reviews) 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:** 4.7/5.0 **Total Reviews:** 299 **How Do G2 Users Rate QuotaPath?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind QuotaPath?** - **Seller:** [Quotapath](https://www.g2.com/sellers/quotapath) - **Company Website:** https://www.quotapath.com - **Year Founded:** 2018 - **HQ Location:** Philadelphia, Pennsylvania, United States - **Twitter:** @QuotaPath (630 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/28183843/ (85 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:** 48% Small-Business, 46% Mid-Market #### What Are QuotaPath's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Helpful (21 reviews) - Customer Support (20 reviews) - Time-saving (15 reviews) - Simple (14 reviews) **Cons:** - Complexity (3 reviews) - Implementation Difficulty (3 reviews) - Integration Issues (3 reviews) - Not User-Friendly (3 reviews) - Slow Loading (3 reviews) ### What Do G2 Reviewers Say About QuotaPath? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of QuotaPath, valuing its intuitive interface and excellent onboarding experience. - Users enjoy the **ease of tracking commissions** with QuotaPath, enhancing motivation and simplifying payout forecasting. - Users commend QuotaPath's **outstanding customer support** , consistently providing clarity and efficiency for all inquiries. - Users find QuotaPath a **huge time-saver** , streamlining commission tracking and ensuring efficiency throughout the team. - Users find QuotaPath to be **intuitive and easy to use** , enhancing motivation and simplifying commission tracking. **Cons:** - Users find the **complexity of information** in QuotaPath sometimes overwhelming, making navigation challenging. - Users find the **implementation difficult** without a finalized commission structure, complicating their overall experience with QuotaPath. - Users report that **integration issues** can be complex and time-consuming, requiring developers for effective setup. - Users find QuotaPath's interface **not user-friendly** , with delayed calculations and unclear functions causing confusion during usage. - Users experience occasional **slow loading** times, particularly during CRM syncing, impacting the efficiency of plan development. #### What Are Recent G2 Reviews of QuotaPath? **"[A Simple and Effective Way to Track Earnings](https://www.g2.com/survey_responses/quotapath-review-12953168)"** **Rating:** 5.0/5.0 stars *— Mark G.* [Read full review](https://www.g2.com/survey_responses/quotapath-review-12953168) --- **"[Outstanding Customer Service and Great Value from Quotapath](https://www.g2.com/survey_responses/quotapath-review-12953159)"** **Rating:** 5.0/5.0 stars *— Rob P.* [Read full review](https://www.g2.com/survey_responses/quotapath-review-12953159) --- #### What Are G2 Users Discussing About QuotaPath? - [What is QuotaPath used for?](https://www.g2.com/discussions/what-is-quotapath-used-for) ### 20. [Coefficient](https://www.g2.com/products/coefficient/reviews) 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:** 189 **How Do G2 Users Rate Coefficient?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.0/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Coefficient?** - **Seller:** [Coefficient](https://www.g2.com/sellers/coefficient) - **Company Website:** https://coefficient.io/ - **Year Founded:** 2020 - **HQ Location:** Palo Alto, CA - **Twitter:** @coefficient_io (346 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/coefficientworks/ (71 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 35% Small-Business #### What Are Coefficient's Pros and Cons? **Pros:** - Ease of Use (72 reviews) - Automation (42 reviews) - Integrations (42 reviews) - Time-saving (36 reviews) - Easy Integrations (31 reviews) **Cons:** - Limited Features (18 reviews) - Feature Limitations (17 reviews) - Limitations (13 reviews) - Missing Features (12 reviews) - Integration Issues (11 reviews) ### What Do G2 Reviewers Say About Coefficient? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Coefficient, highlighting its seamless integration and effortless data handling. - Users appreciate the **seamless automation** in Coefficient, highlighting its simplicity and efficiency across multiple platforms. - Users appreciate the **seamless integrations** of Coefficient, highlighting its simplicity and efficiency in implementation. - Users enjoy the **time-saving features** of Coefficient, allowing quick data imports and effortless refreshing with a click. - Users value the **easy integrations** with databases and Salesforce, significantly enhancing their data management efficiency. **Cons:** - Users find the **limited features** of Coefficient inadequate, especially regarding filtering and basic functionalities. - Users note the **feature limitations** of Coefficient, particularly with bulk updates and filter options. - Users note a **limitation on data processing** with Coefficient, affecting usability and notification of missing data. - Users find the **missing features** , such as bulk updates and connectors, limit Coefficient's functionality and integration. - Users face **integration issues** with Coefficient, noting limited customizability and slow data connection to Sheets. #### What Are Recent G2 Reviews of Coefficient? **"[Effortless Salesforce to Sheets Integration](https://www.g2.com/survey_responses/coefficient-review-12701723)"** **Rating:** 5.0/5.0 stars *— Ellen Dericks C.* [Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723) --- **"[Effortless Scheduled Refreshes. Eliminates Manual Exports and Makes Revenue Data Actionable](https://www.g2.com/survey_responses/coefficient-review-12318636)"** **Rating:** 5.0/5.0 stars *— Jacob R.* [Read full review](https://www.g2.com/survey_responses/coefficient-review-12318636) --- ### 21. [Close](https://www.g2.com/products/close/reviews) 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:** 2,029 **How Do G2 Users Rate Close?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.7/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Close?** - **Seller:** [Close](https://www.g2.com/sellers/close) - **Company Website:** https://close.com - **Year Founded:** 2013 - **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States - **Twitter:** @Close (6,592 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2597204/ (213 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 76% Small-Business, 20% Mid-Market #### What Are Close's Pros and Cons? **Pros:** - Ease of Use (753 reviews) - Helpful (441 reviews) - Features (394 reviews) - Simple (387 reviews) - Intuitive (358 reviews) **Cons:** - Missing Features (244 reviews) - Call Issues (181 reviews) - Limited Features (130 reviews) - Limited Customization (95 reviews) - Learning Curve (92 reviews) ### What Do G2 Reviewers Say About Close? *AI-generated summary from verified user reviews* **Pros:** - Users find Close to be incredibly **easy to use** , ensuring seamless operations for both sales teams and reporting. - Users appreciate the **ease of use** in Close, highlighting its user-friendly interface and efficient sales workflows. - Users love the **valuable communication features** of Close, enhancing efficiency in managing client interactions seamlessly. - Users appreciate the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient. - Users love the **intuitive dashboard design** of Close, making navigation seamless and straightforward without unnecessary complexities. **Cons:** - Users find **missing features** like mobile functionality and customization options to limit their overall experience with Close. - Users report **call issues** such as disconnections and the need for occasional restarts, affecting overall experience. - Users find the **limited features** of Close restrictive, especially when compared to more comprehensive solutions available. - Users find the **limited customization** options restrictive, hindering tailored reporting and advanced dashboard capabilities. - Users find the **learning curve challenging** due to merging issues and limited customization in reporting features. #### What Are Recent G2 Reviews of Close? **"[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)"** **Rating:** 5.0/5.0 stars *— Tristan W.* [Read full review](https://www.g2.com/survey_responses/close-review-9087574) --- **"[Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement](https://www.g2.com/survey_responses/close-review-9339114)"** **Rating:** 4.5/5.0 stars *— Gaël L.* [Read full review](https://www.g2.com/survey_responses/close-review-9339114) --- #### What Are G2 Users Discussing About Close? - [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments - [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment ### 22. [Mediafly](https://www.g2.com/products/mediafly/reviews) 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?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.9/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Mediafly?** - **Seller:** [Mediafly, Inc](https://www.g2.com/sellers/mediafly-inc) - **Year Founded:** 2006 - **HQ Location:** Chicago, IL - **Twitter:** @Mediafly (2,543 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1468444/ (137 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% Mid-Market, 23% Enterprise #### What Are Mediafly's Pros and Cons? **Pros:** - Ease of Use (27 reviews) - Helpful (13 reviews) - Sharing Ease (10 reviews) - Easy Sharing (9 reviews) - User Interface (8 reviews) **Cons:** - Missing Features (7 reviews) - Learning Curve (6 reviews) - Not Intuitive (5 reviews) - Slow Loading (5 reviews) - Slow Performance (5 reviews) ### What Do G2 Reviewers Say About Mediafly? *AI-generated summary from verified user reviews* **Pros:** - Users find Mediafly's **ease of use** exceptional, allowing quick access to tools and organized insights effortlessly. - Users find Mediafly to be **extremely helpful for sharing and tracking client engagement** , streamlining their workflow significantly. - Users appreciate the **sharing ease** of Mediafly, enabling effortless information dissemination and secure client communication. - Users appreciate the **easy sharing** capabilities of Mediafly, enhancing collaboration and document management seamlessly. - Users admire the **user-friendly interface** of Mediafly, making it easy to visualize and analyze crucial data efficiently. **Cons:** - Users are disappointed by the **missing features** in Mediafly, particularly in analytics and search customization. - Users express a **steep learning curve** with Mediafly, finding it clunky and challenging to navigate effectively. - Users find the interface **not intuitive** , struggling with navigation and searching for their own uploaded items. - Users experience **slow loading times** with Mediafly, impacting efficiency during file uploads and document access. - Users experience **slow performance** with Mediafly, particularly during file uploads and document opening, impacting efficiency. #### What Are Recent G2 Reviews of Mediafly? **"[I love Mediafly for Easy Sales!](https://www.g2.com/survey_responses/mediafly-review-10282198)"** **Rating:** 5.0/5.0 stars *— Jen R.* [Read full review](https://www.g2.com/survey_responses/mediafly-review-10282198) --- **"[Sharing with clients made easy](https://www.g2.com/survey_responses/mediafly-review-10761880)"** **Rating:** 4.0/5.0 stars *— Katie B.* [Read full review](https://www.g2.com/survey_responses/mediafly-review-10761880) --- ### 23. [Aviso](https://www.g2.com/products/aviso/reviews) 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:** 4.4/5.0 **Total Reviews:** 958 **How Do G2 Users Rate Aviso?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.2/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Aviso?** - **Seller:** [Aviso, Inc.](https://www.g2.com/sellers/aviso-inc) - **Company Website:** https://www.aviso.com - **Year Founded:** 2014 - **HQ Location:** Redwood City, CA - **Twitter:** @AvisoInc (895 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3713385/ (364 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 43% Mid-Market, 41% Enterprise #### What Are Aviso's Pros and Cons? **Pros:** - Ease of Use (88 reviews) - Forecasting (68 reviews) - Features (54 reviews) - User Interface (46 reviews) - Efficiency (43 reviews) **Cons:** - Learning Curve (37 reviews) - Slow Loading (24 reviews) - Inaccurate Data (23 reviews) - Missing Features (23 reviews) - Slow Performance (23 reviews) ### What Do G2 Reviewers Say About Aviso? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Aviso, highlighting its helpful filtering options and clear dashboards. - Users appreciate the **AI prediction feature** in Aviso, greatly enhancing their forecasting clarity and focus. - Users value the **robust and diverse features** of Aviso, enhancing their sales forecasting and routines effectively. - Users appreciate the **clean and organized interface** of Aviso, which enhances their forecasting and efficiency. - Users value Aviso for its **efficiency in forecasting** , streamlining updates and enhancing clarity in decision-making. **Cons:** - Users face a **steep learning curve** with Aviso, finding the setup and interface complicated and time-consuming. - Users experience **slow loading times** with Aviso, facing delays of over 10 seconds for each page. - Users often face **inaccurate data** from Aviso, leading to issues with Salesforce integration and unreliable forecasts. - Users find **missing features** in Aviso frustrating, as they hinder effectiveness and complicate the forecasting process. - Users experience **slow performance** with Aviso, facing delays and freezing issues that hinder productivity. #### What Are Recent G2 Reviews of Aviso? **"[Highly Effective Forecasting with Great Historical Insights](https://www.g2.com/survey_responses/aviso-review-11190828)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/aviso-review-11190828) --- **"[Simplifies Forecasting with Room for Real-Time Improvements](https://www.g2.com/survey_responses/aviso-review-12380799)"** **Rating:** 4.0/5.0 stars *— Dagmar N.* [Read full review](https://www.g2.com/survey_responses/aviso-review-12380799) --- #### What Are G2 Users Discussing About Aviso? - [What is Aviso used for?](https://www.g2.com/discussions/what-is-aviso-used-for) ### 24. [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA). **Average Rating:** 3.8/5.0 **Total Reviews:** 1,460 **How Do G2 Users Rate Dynamics 365 Sales?** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.6/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Dynamics 365 Sales?** - **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft) - **Year Founded:** 1975 - **HQ Location:** Redmond, Washington - **Twitter:** @microsoft (13,091,739 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/microsoft/ (231,632 employees on LinkedIn®) - **Ownership:** MSFT **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 40% Mid-Market, 31% Small-Business #### What Are Dynamics 365 Sales's Pros and Cons? **Pros:** - Ease of Use (18 reviews) - Integrations (11 reviews) - Helpful (10 reviews) - Lead Management (10 reviews) - Automation (8 reviews) **Cons:** - Learning Curve (12 reviews) - Complexity (7 reviews) - Not Intuitive (7 reviews) - Time-Consuming (6 reviews) - Cluttered Interface (5 reviews) ### What Do G2 Reviewers Say About Dynamics 365 Sales? *AI-generated summary from verified user reviews* **Pros:** - Users find Dynamics 365 Sales to be **exceptionally easy to use** , with intuitive integration enhancing productivity within the Microsoft ecosystem. - Users appreciate the **seamless integration** with various apps, enhancing productivity and simplifying workflows significantly. - Users value the **unified sales process** of Dynamics 365 Sales, enhancing collaboration and efficiency within the Microsoft ecosystem. - Users appreciate the **unified lead management** system in Dynamics 365 Sales, streamlining their sales processes and improving efficiency. - Users value the **automation of repetitive tasks** in Dynamics 365 Sales, greatly enhancing productivity and workflow efficiency. **Cons:** - Users find the **steep learning curve** of Dynamics 365 Sales challenging, especially for newcomers to CRM systems. - Users find the **complexity** of Dynamics 365 Sales challenging due to numerous options and unintuitive navigation. - Users find the interface of Dynamics 365 Sales to be **not intuitive** , leading to complexity and slower daily operations. - Users find the **initial setup and customization process time-consuming** , requiring extra support and overcoming a steep learning curve. - Users find the **cluttered interface** confusing and not intuitive, making navigation a challenging experience initially. #### What Are Recent G2 Reviews of Dynamics 365 Sales? **"[Zero-Context Switching: Track Emails and Opportunities Directly in Outlook](https://www.g2.com/survey_responses/dynamics-365-sales-review-12909687)"** **Rating:** 5.0/5.0 stars *— Wenming L.* [Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-12909687) --- **"[Strong Microsoft integration and 360° customer view with compelling sales automation](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697)"** **Rating:** 5.0/5.0 stars *— Andreas S.* [Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697) --- #### What Are G2 Users Discussing About Dynamics 365 Sales? - [I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?](https://www.g2.com/discussions/i-m-new-to-dynamics-365-sales-and-struggling-to-set-up-and-customize-the-sales-pipeline-can-someone-guide-me-through-this-process) - 2 comments - [What is Dynamics 365 Sales used for?](https://www.g2.com/discussions/what-is-dynamics-365-sales-used-for) - 1 comment - [Is Dynamics 365 any good?](https://www.g2.com/discussions/is-dynamics-365-any-good) - [What Dynamics 365 application can be used for point of sales?](https://www.g2.com/discussions/what-dynamics-365-application-can-be-used-for-point-of-sales) - 1 comment - [What is the difference between Dynamics CRM and Dynamics 365?](https://www.g2.com/discussions/what-is-the-difference-between-dynamics-crm-and-dynamics-365) ### 25. [Oracle Sales Analytics](https://www.g2.com/products/oracle-sales-analytics/reviews) Dramatically Improve the Effectiveness of Your Sales People. Oracle Sales Analytics provides hundreds of key performance indicators and more than 130 reports in five customizable dashboards. These analytics solutions dramatically improve the effectiveness of your sales people by providing real-time, actionable insight into every sales opportunity at the point of customer contact. With more accurate sales forecasts and enhanced identification of potential problems and opportunities, Oracle Sales Analytics helps close business faster and increase overall sales revenue. **Average Rating:** 4.0/5.0 **Total Reviews:** 117 **How Do G2 Users Rate Oracle Sales Analytics?** - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.1/10) - **Data Segmentation:** 8.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.6/10 (Category avg: 8.3/10) - **Interactive Dashboards:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Oracle Sales Analytics?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Retail, Computer Software - **Company Size:** 50% Enterprise, 29% Mid-Market #### What Are Oracle Sales Analytics's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Communication (1 reviews) - Customer Support (1 reviews) - Easy Access (1 reviews) - Easy Integrations (1 reviews) **Cons:** - Integration Issues (2 reviews) - Slow Loading (2 reviews) - Delayed Responses (1 reviews) - Error Handling (1 reviews) - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Oracle Sales Analytics? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Oracle Sales Analytics, highlighting quick access and seamless management across multiple functions. - Users value the **visual appeal and seamless data sharing** of Oracle Sales Analytics, enhancing trend identification and collaboration. - Users appreciate the **strong customer support** of Oracle Sales Analytics, ensuring assistance from a vast support community. - Users appreciate the **easy access** of Oracle Sales Analytics, finding it user-friendly and efficient for quick navigation. - Users appreciate the **easy integrations** with various third-party tools, enhancing overall management of marketing and sales. **Cons:** - Users face **integration issues** with Oracle Sales Analytics, impacting user experience and adaptability across various platforms. - Users experience **slow loading** times with Oracle Sales Analytics, affecting efficiency and responsiveness during use. - Users experience **delayed responses** from customer support and occasional technical issues with Oracle Sales Analytics. - Users experience **slow customer response times** and encounter occasional tech issues with Oracle Sales Analytics. - Users find the **learning curve steep** , which complicates Oracle Sales Analytics' usability across different business environments. #### What Are Recent G2 Reviews of Oracle Sales Analytics? **"[Oracle sales Analytics: A Review of the Features and benifits](https://www.g2.com/survey_responses/oracle-sales-analytics-review-8913209)"** **Rating:** 4.5/5.0 stars *— Nabeel B.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-analytics-review-8913209) --- **"[Best for Timely and fact based insights](https://www.g2.com/survey_responses/oracle-sales-analytics-review-9015190)"** **Rating:** 5.0/5.0 stars *— Bhupathi R.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-analytics-review-9015190) --- #### What Are G2 Users Discussing About Oracle Sales Analytics? - [What is Oracle Sales Analytics used for?](https://www.g2.com/discussions/what-is-oracle-sales-analytics-used-for) ## What Is Sales Analytics Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to Sales Analytics Software? - [CRM Software](https://www.g2.com/categories/crm) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Coaching Software](https://www.g2.com/categories/sales-coaching) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) --- ## How Do You Choose the Right Sales Analytics Software? ### What You Should Know 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](https://www.g2.com/categories/crm) 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](https://www.g2.com/categories/sales-gamification) 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](https://www.g2.com/categories/sales-intelligence). ### Trends Related to Sales Analytics Software **AI capabilities —** While sales analytics tools already incorporate machine learning algorithms to evaluate sales performance, as well as predict future sales outcomes, artificial intelligence (AI) is gearing up to make a bigger impact on the tool and sales software in general. AI is predicted to help incorporate more real-time insights for more on-demand sales opportunities. With real-time models and instant datasets, sales teams can make more sales in shorter periods of time without additional manual effort. ### Software and Services Related to Sales Analytics Software [**Predictive analytics software**](https://www.g2.com/categories/predictive-analytics) **—** Predictive analytics software is a tool used to create algorithmic statistical datasets based on historical data patterns to better understand customers, products, and partners. It also helps identify potential risks and opportunities for a company overall. [**AI sales assistant software**](https://www.g2.com/categories/ai-sales-assistant) **—** Like sales analytics software, AI sales assistant software is also a time-saving tool for sales teams. The software’s main features include automating tasks and processes like lead qualification, lead follow-up, pipeline management, forecasting, meeting scheduling, and data entry. --- ## What Are the Most Common Questions About Sales Analytics Software? *AI-generated · 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](https://www.g2.com/products/hubspot-sales-hub/reviews) -- 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)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- 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](https://www.g2.com/products/pipedrive/reviews) -- recent reviewers highlight its ability to organize deals, emails, activities, reminders, and integrations in a clear pipeline-focused workflow. - [Gong](https://www.g2.com/products/gong/reviews) -- 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)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- reviewers repeatedly mention dashboards and reports for pipeline visibility, rep performance tracking, and monitoring KPIs in one place. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) -- users often reference dashboards for tracking deals, team activity, forecasts, and customer progress with real-time updates. - [Clari](https://www.g2.com/products/clari/reviews) -- reviewers highlight forecast views, pipeline visibility, and dashboard layouts that help teams monitor business performance and deal movement. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) -- 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](https://www.g2.com/products/gong/reviews) -- reviewers frequently mention AI summaries, call analysis, coaching insights, forecasting support, and surfacing risks or next steps from conversations. - [Clari](https://www.g2.com/products/clari/reviews) -- 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)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- reviewers often cite AI-driven lead scoring, opportunity insights, automation, and reporting that support sales productivity. - [Substrata](https://www.g2.com/products/substrata-substrata/reviews) -- 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.