# Best Sales Analytics Software for Small Business - Page 3

## How Many Sales Analytics Software Products Does G2 Track?

**Total Products under this Category:** 205

### Category Stats (Jul 2026)

- **Average Rating:** 4.48/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Akoonu RevWorks (+1.83%) - Among all products in this category, Akoonu RevWorks recorded the largest rating increase compared to last month

_Last updated: July 27, 2026_

## How Does G2 Rank Sales Analytics Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 120,700+ Authentic Reviews
- 205+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Sales Analytics Software
 ![G2 Grid® for Sales Analytics Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-analytics/grids.png?focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=506&focus%5B%5D=128650&focus%5B%5D=3296&focus%5B%5D=24724&focus%5B%5D=1333617&focus%5B%5D=576)

Highlighted products: HubSpot Sales Hub, Pipedrive, Agentforce Sales (formerly Salesforce Sales Cloud), Bigin by Zoho CRM, Close, Gong, Substrata, and Zoho CRM.

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

**Sponsored**

### SAP Sales Cloud

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=626&secure%5Bchosen_at%5D=2026-07-30T02%3A42%3A04Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&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%2Fsmall-business%3Fpage%3D3&secure%5Btoken%5D=ed74bfa74bc2300507adab664f7c963443c34abe7f4b28bca5492e05150f3c77&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fproducts%2Fcrm%2Fsales-cloud.html&secure%5Burl_type%5D=paid_promos)

### [Conga Grid](https://www.g2.com/products/conga-grid/reviews)

Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. Find and manage the information and insights you need with fewer clicks and less screen switching. With Conga Grid, you can expect to save time, improve data quality, get a clear view into the data you need, and create a more productive workplace in Salesforce to drive growth across your organization. Using our Quick Start Grids, which are pre-built for your use case (Sales, Sales Executive, Case Management, Salesforce Admin), you can get up and running within minutes. Simply put, Grid is the single most effective place to get work done in Salesforce. Create, track, and manage your Salesforce data in one place. Grid provides: Complete data visibility: Conga Grid empowers you to quickly navigate, visualize, and manage Salesforce data across multiple objects from a single grid. Insights that drive growth: Conga Grid makes workflow management easy, with a 360-degree view of your data on a single screen. Increased productivity across your team: Inline editing saves you from clicking through multiple records and screens to access data. Update data faster and increase productivity with bulk edits.

**Average Rating:** 4.5/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate Conga Grid?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.9/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 7.5/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Conga Grid?

- **Seller:** [Conga](https://www.g2.com/sellers/conga)
- **Year Founded:** 2006
- **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7394444244195361ceb6e2c02dab0bcbd6dc18af653f4d3d5966325dbbbf9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconga%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,116 employees on LinkedIn®
- **Phone:** (303) 465-1616

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 40% Small, 38% Medium

#### What Do G2 Reviewers Say About Conga Grid?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **affordable pricing** of Conga Grid, making report creation accessible without breaking the bank.
- Users value the **customer support** from Conga Grid, finding it essential for creating customizable reports easily.
- Users value the **customizability** of Conga Grid, finding report creation easier and more dynamic than ever.
- Users value the **ease of creation** with Conga Grid, enjoying effortless customization for dynamic reporting.
- Users find **ease of use** in Conga Grid, creating dynamic reports with minimal effort compared to previous methods.

##### Cons

- Users note a **learning curve** with Conga Grid, particularly when handling large datasets due to loading delays.
- Users feel the **loading times for large datasets** are not intuitive, hindering efficiency and user experience.

#### What Are Recent G2 Reviews of Conga Grid?

**["A Golden team player for Data management & Reporting"](https://www.g2.com/survey_responses/conga-grid-review-10803130)**

**Rating:** 4.5/5.0 stars

_— Verified User in Pharmaceuticals_

[Read full review](https://www.g2.com/survey_responses/conga-grid-review-10803130)

**["Powerful tool for Salesforce data management"](https://www.g2.com/survey_responses/conga-grid-review-8707955)**

**Rating:** 4.5/5.0 stars

_— Dorian S._

[Read full review](https://www.g2.com/survey_responses/conga-grid-review-8707955)

#### What Are G2 Users Discussing About Conga Grid?

- [What is Conga Grid used for?](https://www.g2.com/discussions/what-is-conga-grid-used-for)
- [What does Conga Grid do?](https://www.g2.com/discussions/what-does-conga-grid-do) - 1 comment
- [What is Conga Composer?](https://www.g2.com/discussions/conga-grid-what-is-conga-composer)
- [What is conga action grid?](https://www.g2.com/discussions/what-is-conga-action-grid)
- [What is conga grid?](https://www.g2.com/discussions/what-is-conga-grid)

### [Coevera](https://www.g2.com/products/coevera/reviews)

Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.

**Average Rating:** 4.6/5.0

**Total Reviews:** 444

#### How Do G2 Users Rate Coevera?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Data Segmentation:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 9.3/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Coevera?

- **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc)
- **Company Website:** www.coevera.com
- **Year Founded:** 2007
- **HQ Location:** Los Angeles, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=80e8a1f76d96cff448580607ff9bec73ce5f391a4a73ab5b041aeb685872c49e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2067987%2F&secure%5Burl_type%5D=linkedin_company_website)  
122 employees on LinkedIn®
- **Phone:** (888) 843-6699

#### Who Uses This Product?

- **Who Uses This:** Director, President
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 71% Small, 23% Medium

#### What Do G2 Reviewers Say About Coevera?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Coevera, appreciating its intuitive interface and seamless functionality for daily tasks.
- Users value the **easy tracking** of deals through the intuitive visual sales pipeline, enhancing process management significantly.
- Users praise **streamlined lead generation** with Coevera, enhancing productivity and providing clear insights on opportunities.
- Users praise the **highly visual and intuitive interface** of Coevera, facilitating quick tracking of deals and performance.
- Users appreciate the **user-friendly interface** of Coevera, enjoying its intuitive design and easy navigation for daily tasks.

##### Cons

- Users find **limited customization** options in Coevera, which hampers organization and flexibility in document management.
- Users find Coevera to be **expensive** , making it difficult for small businesses to afford the service.
- Users find the **complexity** of Coevera challenging, especially regarding deployment and managing features effectively.
- Users express frustration over **integration issues** , limiting flexibility and making usage less seamless with other tools.
- Users find the **learning curve steep** initially due to the complexity of features and limited customization options.

#### What Are Recent G2 Reviews of Coevera?

**["Handling Consultation Activities and Follow Up Tracking Feels More Structured"](https://www.g2.com/survey_responses/coevera-review-12886493)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/coevera-review-12886493)

**["The real value showed up when I stopped using it like a database"](https://www.g2.com/survey_responses/coevera-review-13022665)**

**Rating:** 4.5/5.0 stars

_— Yaroslav B._

[Read full review](https://www.g2.com/survey_responses/coevera-review-13022665)

#### What Are G2 Users Discussing About Coevera?

- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for)
- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment

### [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:** 315

#### How Do G2 Users Rate Creatio?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Data Segmentation:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.8/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.6/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Creatio?

- **Seller:** [Creatio](https://www.g2.com/sellers/creatio)
- **Company Website:** www.creatio.com
- **Year Founded:** 2014
- **HQ Location:** Boston, Massachusetts
- **Twitter:** @Creatio\_Global  
3,977 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8659c9aedce2bb0b992997a4038d075e8fa99899c384b7d6b36d9fb77101d8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcreatioglobal%2F&secure%5Burl_type%5D=linkedin_company_website)  
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, 42% Medium

#### What Do G2 Reviewers Say About Creatio?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Creatio, enabling quick implementation and seamless customization for their business needs.
- Users value the **efficiency** of Creatio, enabling quick implementation and seamless customization for their business needs.
- Users value the **customizability** of Creatio, enabling tailored processes and effective support for business needs.
- Users appreciate the **facility to customize** Creatio, allowing for tailored solutions that enhance business processes and efficiency.
- Users value the **extensive customization options** of Creatio, enhancing their ability to tailor solutions to specific needs.

##### Cons

- Users find the **learning curve steep** , often needing training and support to effectively use Creatio.
- Users are disappointed by the **missing features** in Creatio, particularly in advanced analytics and contact upload options.
- Users find **limited features** in Creatio, particularly in analytics and marketplace app selection, hindering comprehensive functionality.
- Users find **limited customization** options in Creatio, hindering the ability to tailor designs to specific needs.
- Users find **limited options** in Creatio hinder flexibility, particularly for service businesses needing custom solutions and efficient contact uploads.

#### What Are Recent G2 Reviews of Creatio?

**["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)

**["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)

#### What Are G2 Users Discussing About Creatio?

- [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment

### [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:** 328

#### How Do G2 Users Rate QuotaPath?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.3/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10)

#### Who Is the Company Behind QuotaPath?

- **Seller:** [Quotapath](https://www.g2.com/sellers/quotapath)
- **Company Website:** www.quotapath.com
- **Year Founded:** 2018
- **HQ Location:** Philadelphia, Pennsylvania, United States
- **Twitter:** @QuotaPath  
630 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=87d1e5e5910074edaab5f6997e706a39b453269f2175fa707769106726704e5f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F28183843%2F&secure%5Burl_type%5D=linkedin_company_website)  
87 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:** 49% Medium, 45% Small

#### What Do G2 Reviewers Say About QuotaPath?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in QuotaPath, appreciating its intuitive design and clear visibility into commissions.
- Users value the **outstanding customer support** of QuotaPath, ensuring clarity and efficiency in addressing questions.
- Users love the **automation of commission tracking** in QuotaPath, saving time and improving clarity for sales reps.
- Users find QuotaPath a **huge time-saver** , significantly reducing hours spent on commissions tracking and payout calculations.
- Users find QuotaPath **intuitive and easy to use** , simplifying commission tracking and motivating better performance.

##### Cons

- Users find the **complexity** of QuotaPath's data and integration process can hinder effective use and navigation.
- Users note that **implementation difficulty** arises from unclear commission plans and complex integration processes at first.
- Users often face **integration issues** with QuotaPath, finding the syncing and setup process cumbersome and complex.
- Users find QuotaPath's interface **not user-friendly** , struggling with complex functions and delayed calculation updates causing confusion.
- Users experience **slow loading** times during CRM syncing, which delays the process of building new plans in QuotaPath.

#### 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)

**["Intuitive Platform with Insightful Commission Tracking"](https://www.g2.com/survey_responses/quotapath-review-13090127)**

**Rating:** 5.0/5.0 stars

_— Dwayne N._

[Read full review](https://www.g2.com/survey_responses/quotapath-review-13090127)

#### What Are G2 Users Discussing About QuotaPath?

- [What is QuotaPath used for?](https://www.g2.com/discussions/what-is-quotapath-used-for)

### [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:** 579

#### How Do G2 Users Rate Revenue Grid?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Data Segmentation:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 9.0/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 9.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Revenue Grid?

- **Seller:** [Revenue Grid](https://www.g2.com/sellers/revenue-grid)
- **Company Website:** revenuegrid.com
- **Year Founded:** 2006
- **HQ Location:** Atlanta, Georgia
- **Twitter:** @Revenue\_Grid\_  
1,057 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ecd61318e762e9763c750a63bc995acbba034204b9bf78566e5f19f2fe9f42c8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevenue-grid%2F&secure%5Burl_type%5D=linkedin_company_website)  
142 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 48% Medium, 41% Small

#### What Do G2 Reviewers Say About Revenue Grid?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Revenue Grid, highlighting its seamless integration and straightforward setup.
- Users value the **seamless Salesforce integration** of Revenue Grid, enabling efficient workflow directly within Outlook.
- Users value the **seamless integration** of Revenue Grid with Salesforce and Outlook, enhancing efficiency and data management.
- Users appreciate the **exceptional support** from Revenue Grid, consistently receiving prompt and effective assistance across high ticket volumes.
- Users praise the **attentive customer support** of Revenue Grid, enhancing their overall experience with the product.

##### Cons

- Users are disappointed by the **missing features** in Revenue Grid, like lack of app compatibility and intuitive integration.
- Users face **technical issues** during setup and occasional glitches, causing frustration in initial usage of Revenue Grid.
- Users face a **slight learning curve** with Revenue Grid, requiring time and support for effective initial setup.
- Users find the **CSV template rigidity** and limited search options in Revenue Grid restrict their overall experience and efficiency.
- Users experience **slow loading** times with Revenue Grid, occasionally requiring a restart of Outlook for functionality.

#### What Are Recent G2 Reviews of Revenue Grid?

**["Seamless Salesforce Integration That Saves Hours with Automated Multi-Channel Outreach"](https://www.g2.com/survey_responses/revenue-grid-review-13091960)**

**Rating:** 5.0/5.0 stars

_— Barbara A._

[Read full review](https://www.g2.com/survey_responses/revenue-grid-review-13091960)

**["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

### [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews)

Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry.

**Average Rating:** 4.3/5.0

**Total Reviews:** 910

#### How Do G2 Users Rate Pipeline CRM?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 9.0/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 9.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Pipeline CRM?

- **Seller:** [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm)
- **Company Website:** pipelinecrm.com
- **Year Founded:** 2006
- **HQ Location:** Seattle, WA
- **Twitter:** @PipelineDeals  
2,861 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51b57ddc105ae995998f9c5821db49c5e8208a8a468e5e2c81c25c0619caee7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1073626%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Manager, President
- **Top Industries:** Construction, Marketing and Advertising
- **Company Size:** 65% Small, 27% Medium

#### What Do G2 Reviewers Say About Pipeline CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** in Pipeline CRM, making it quick to learn and enhancing productivity.
- Users value the **intuitive interface** of Pipeline CRM, enhancing organization and efficiency with minimal training required.
- Users appreciate the **organized approach** of Pipeline CRM, allowing seamless management and tracking of leads and deals.
- Users appreciate the **user-friendly interface** of Pipeline CRM, making team onboarding and client management quick and efficient.
- Users highlight the **responsive customer support** of Pipeline CRM, appreciating quick assistance for their queries.

##### Cons

- Users find the **limited features** of Pipeline CRM hinder deep integrations and automation options, impacting overall effectiveness.
- Users find the **limited customization** options of Pipeline CRM inadequate for complex sales processes, hindering its effectiveness.
- Users face **integration issues** with Pipeline CRM, limiting functionality and causing challenges with third-party app connectivity.
- Users identify **missing features** , particularly in the mobile app and integration capabilities, limiting automation and syncing options.
- Users face **slow performance** with Pipeline CRM, especially during updates and due to limited third-party integrations.

#### What Are Recent G2 Reviews of Pipeline CRM?

**["Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control"](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)

**["Sales-Focused, Easy-to-Use CRM with Strong Pipeline Customization and Reporting"](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)

#### What Are G2 Users Discussing About Pipeline CRM?

- [What is Pipeline CRM used for?](https://www.g2.com/discussions/what-is-pipeline-crm-used-for)

### [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews)

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.

**Average Rating:** 4.2/5.0

**Total Reviews:** 926

#### How Do G2 Users Rate Insightly CRM?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.0/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 7.9/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Insightly CRM?

- **Seller:** [Unbounce](https://www.g2.com/sellers/unbounce)
- **Company Website:** unbounce.com
- **Year Founded:** 2009
- **HQ Location:** Vancouver
- **Twitter:** @unbounce  
72,651 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76598eff3f18a7c370a68f684b55dacfe22c6115b00daefcd8e2af6dd77e1a65&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F503432%2F&secure%5Burl_type%5D=linkedin_company_website)  
130 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 73% Small, 21% Medium

#### What Do G2 Reviewers Say About Insightly CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features.
- Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information.
- Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs.
- Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability.
- Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management.

##### Cons

- Users find the **learning curve steep** , complicating automation and workflow setup for new users.
- Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively.
- Users find the **limited features** hinder effective use, especially in project management and task customization.
- Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability.
- Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency.

#### What Are Recent G2 Reviews of Insightly CRM?

**["Streamlined Sales and Task Management"](https://www.g2.com/survey_responses/insightly-crm-review-12865487)**

**Rating:** 4.0/5.0 stars

_— Jeni J._

[Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12865487)

**["Keeping Customer Workflows Better Connected"](https://www.g2.com/survey_responses/insightly-crm-review-12948095)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12948095)

### [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: 9.2/10)
- **Data Segmentation:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 7.9/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8c18f14d4519652b2b2b5b4d5eeda1b4f241b3e6df5a213be37ea61daa518c6a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1468444%2F&secure%5Burl_type%5D=linkedin_company_website)  
138 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% Medium, 23% Large

#### What Do G2 Reviewers Say About Mediafly?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Mediafly's **ease of use** invaluable, allowing quick access and organization of sales tools effortlessly.
- Users find Mediafly to be **extremely helpful** for sharing information and tracking client engagement effectively.
- Users value the **sharing ease** of Mediafly, facilitating secure information dispersal and tracking customer engagement effectively.
- Users value the **easy sharing** of documents and insights, streamlining collaboration and improving client engagement.
- Users love the **clean and intuitive user interface** of Mediafly, enhancing their data monitoring and reporting capabilities.

##### Cons

- Users find the **missing features** in Mediafly limiting, lacking customization options and flexibility in analytics and search functions.
- Users note a **steep learning curve** with Mediafly, making initial navigation and usability frustrating and inconsistent.
- Users find the **navigation unintuitive** , struggling with the interface and search functionality across different platforms.
- Users experience **slow loading** times for uploads and document openings, impacting overall efficiency and satisfaction.
- Users are frustrated with the **slow performance** of Mediafly, particularly in file processing and document opening times.

#### What Are Recent G2 Reviews of Mediafly?

**["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)

**["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)

### [Workbooks](https://www.g2.com/products/workbooks/reviews)

Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price.

**Average Rating:** 4.3/5.0

**Total Reviews:** 534

#### How Do G2 Users Rate Workbooks?

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

#### Who Is the Company Behind Workbooks?

- **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks)
- **Company Website:** www.Workbooks.com
- **Year Founded:** 2009
- **HQ Location:** Reading, Berkshire
- **Twitter:** @Workbooks  
2,702 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d79783bcf88166402cb5cea759d7a4f8bf066bc96806c6d2280bdda33f6abd0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F225937%2F&secure%5Burl_type%5D=linkedin_company_website)  
65 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Managing Director, Director
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 60% Small, 33% Medium

#### What Do G2 Reviewers Say About Workbooks?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients.
- Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency.
- Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance.
- Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs.
- Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making.

##### Cons

- Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features.
- Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility.
- Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency.
- Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks.
- Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently.

#### What Are Recent G2 Reviews of Workbooks?

**["All-in-One CRM with Room for Modernization"](https://www.g2.com/survey_responses/workbooks-review-12444760)**

**Rating:** 4.0/5.0 stars

_— Tordsen A._

[Read full review](https://www.g2.com/survey_responses/workbooks-review-12444760)

**["CRM, projects, marketing, and reporting all in one flow"](https://www.g2.com/survey_responses/workbooks-review-12403469)**

**Rating:** 5.0/5.0 stars

_— Kumail R._

[Read full review](https://www.g2.com/survey_responses/workbooks-review-12403469)

#### What Are G2 Users Discussing About Workbooks?

- [What is Workbooks used for?](https://www.g2.com/discussions/what-is-workbooks-used-for) - 1 comment

### [Outreach](https://www.g2.com/products/outreach/reviews)

Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, and Verizon to name a few. To learn more, please visit www.outreach.io.

**Average Rating:** 4.3/5.0

**Total Reviews:** 3,501

#### How Do G2 Users Rate Outreach?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Data Segmentation:** 7.6/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 7.4/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.1/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Outreach?

- **Seller:** [Outreach](https://www.g2.com/sellers/outreach)
- **Company Website:** www.outreach.io
- **Year Founded:** 2014
- **HQ Location:** Seattle, WA
- **Twitter:** @outreach\_io  
7,689 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=96fd9e41d0efcce45c290948073fc1df5ce970cc44248d076c966828009869f4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3559595%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,609 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:** 59% Medium, 22% Large

#### What Do G2 Reviewers Say About Outreach?

_AI-generated summary from verified user reviews_

##### Pros

- Users enjoy the **ease of use** in Outreach, making follow-ups and tracking contacts extremely straightforward.
- Users love the **automation and sequencing capabilities** of Outreach, streamlining tasks and enhancing prospect communication effectively.
- Users appreciate how **easy organization and follow-up** with leads is, ensuring consistency and improved response rates.
- Users value the **intuitive user interface** and excellent integrations, enhancing their productivity and sales management while using Outreach.
- Users appreciate the **time-saving automation** of Outreach, streamlining engagement and enhancing overall productivity.

##### Cons

- Users experience **missing features** in Outreach, especially in analytics and automation capabilities, impacting efficiency and performance.
- Users find a noticeable **learning curve** with Outreach, making it challenging to master the tool effectively.
- Users find Outreach has **navigation difficulties** and requires extra training, complicating the prospect management process.
- Users feel that the **limited customization** in Outreach hinders their ability to create tailored reports effectively.
- Users experience frequent **integration issues** with Hubspot, affecting productivity and syncing reliability in Outreach.

#### What Are Recent G2 Reviews of Outreach?

**["Outreach Streamlines Multi-Channel Sequences and Follow-Ups Effortlessly"](https://www.g2.com/survey_responses/outreach-review-12365799)**

**Rating:** 5.0/5.0 stars

_— Silvina F._

[Read full review](https://www.g2.com/survey_responses/outreach-review-12365799)

**["Effortless Email Tracking and Workflow Optimization"](https://www.g2.com/survey_responses/outreach-review-13095207)**

**Rating:** 5.0/5.0 stars

_— Navdeep K._

[Read full review](https://www.g2.com/survey_responses/outreach-review-13095207)

### [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: 9.2/10)
- **Data Segmentation:** 8.2/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.6/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.4/10 (Category avg: 8.7/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Retail, Computer Software
- **Company Size:** 50% Large, 29% Medium

#### What Do G2 Reviewers Say About Oracle Sales Analytics?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Oracle Sales Analytics, enhancing their management of various business functions.
- Users benefit from **effective communication** in Oracle Sales Analytics, enhancing collaboration and discussion across the organization.
- Users value the **strong customer support** and seamless integration capabilities of Oracle Sales Analytics with third-party tools.
- Users appreciate the **easy access** of Oracle Sales Analytics, enjoying its user-friendly interface and quick navigation.
- Users appreciate the **easy integrations** with third-party tools, enhancing management of marketing, purchases, and sales.

##### Cons

- Users face **integration issues** with Oracle Sales Analytics, particularly with third-party plugins and initial setup challenges.
- Users face **slow loading** issues with Oracle Sales Analytics, requiring patience and a reliable internet connection for functionality.
- Users report **delayed responses** from support and occasional technical issues that hinder effective use of Oracle Sales Analytics.
- Users experience **slow customer response times** and occasional technical issues with Oracle Sales Analytics, affecting usability.
- Users find Oracle Sales Analytics has a steep **learning curve** that complicates its usability across different business environments.

#### What Are Recent G2 Reviews of Oracle Sales Analytics?

**["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)

**["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)

#### 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)

### [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:** 1,463

#### How Do G2 Users Rate Dynamics 365 Sales?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.7/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.2/10 (Category avg: 8.7/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
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:** 41% Medium, 31% Small

#### What Do G2 Reviewers Say About Dynamics 365 Sales?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Dynamics 365 Sales, benefiting from its intuitive design and seamless Microsoft integration.
- Users value the **seamless integration** with Microsoft products, enhancing efficiency and streamlining processes in Dynamics 365 Sales.
- Users value the **efficient lead management** capabilities of Dynamics 365 Sales, enhancing sales performance and productivity.
- Users find Dynamics 365 Sales **extremely helpful** for tracking leads and boosting sales productivity effectively.
- Users value the **excellent customization options** in Dynamics 365 Sales, enhancing efficiency and improving workflow management.

##### Cons

- Users experience a **steep learning curve** with Dynamics 365 Sales, especially if unfamiliar with CRM systems.
- Users struggle with the **complex customization** of Dynamics 365 Sales, often requiring significant time and technical support.
- Users find the interface of Dynamics 365 Sales **not intuitive** , making navigation and task completion sometimes cumbersome.
- Users note that the **licensing costs** for Dynamics 365 Sales can escalate quickly with added features and complexities.
- Users notice **limited features** in Dynamics 365 Sales, particularly in on-premise versions, impacting overall user experience.

#### What Are Recent G2 Reviews of Dynamics 365 Sales?

**["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)

**["A flexible CRM platform for modern sales teams"](https://www.g2.com/survey_responses/dynamics-365-sales-review-13098708)**

**Rating:** 5.0/5.0 stars

_— Argenis P._

[Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-13098708)

#### 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)

### [Scratchpad](https://www.g2.com/products/scratchpad/reviews)

Scratchpad: The AI workspace for sales Remove admin work. Execute flawlessly. Win more deals. Scratchpad is the AI workspace built for sales. It removes admin work for sellers and drives strategy and execution on every deal — automated before and after every call. Sellers use Scratchpad to: - Update Salesforce fields from calls, emails, and notes - Take structured notes tied to opportunities and accounts - Draft follow-ups, business cases, and handoff docs - Review deals, surface risks, and prep for next steps - Qualify pipeline consistently with MEDDIC, SPICED, or custom criteria - The Scratchpad Notetaker — the best desktop note taker for sales — captures live calls and syncs insights straight to Salesforce. With robust integrations across Zoom, Gong, Meet, and more, Scratchpad fits into your workflows. Trusted by high-performance teams at Brex, Clio, Cognism, Crunchbase, Cursor, Dialpad, MaintainX, Settle, Vercel, and Verkada — Scratchpad helps reclaim selling capacity for sellers and gives leaders the visibility they need to run their business. Clearskies: The context layer for revenue AI Clearskies is Scratchpad's context layer for revenue teams using AI. It connects your CRM, call transcripts, email, calendar, and Slack into a single Customer Context Graph — so when your team asks Claude, ChatGPT, or any AI about a deal, an account, or the pipeline, the answer is built from every source, not just one. Sales leaders use Clearskies to: - Get pre-call briefs that pull from every system — not just the CRM - Detect pipeline risk across all channels, not just stalled CRM stages - Run win-loss analysis from actual calls and emails, not disposition codes - Surface coaching moments from every rep call with timestamps - Keep the CRM updated automatically after every interaction - Qualify deals against MEDDPICC or custom criteria using real signals Clearskies works with Salesforce, HubSpot, Gong, Slack, Google Workspace, and Microsoft 365. It connects to Claude via MCP and works with ChatGPT and any LLM. Usage-based pricing with no per-seat fees. Two products. One team. One belief: Revenue teams are sitting on enormous amounts of signal across their tools. Scratchpad removes the admin work so sellers can sell. Clearskies makes that signal available to AI so every answer, every brief, and every pipeline review reflects what's actually happening — not what someone remembered to log. Learn more at scratchpad.com and clearskies.cc.

**Average Rating:** 4.8/5.0

**Total Reviews:** 1,472

#### How Do G2 Users Rate Scratchpad?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Data Segmentation:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 8.5/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Scratchpad?

- **Seller:** [Scratchpad](https://www.g2.com/sellers/scratchpad)
- **Company Website:** scratchpad.com
- **Year Founded:** 2020
- **HQ Location:** Covina, US
- **Twitter:** @Scratchpad  
453 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ccb6e61018a7e7a4fa39946f0bb6bb63a309b24d9a593318288d1a3c38184dc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fscratchpad-ae%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
49 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Enterprise Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 58% Medium, 21% Small

#### What Do G2 Reviewers Say About Scratchpad?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **seamless CRM integration** of Scratchpad, enhancing organization and streamlining opportunity management effectively.
- Users love the **customizability** of Scratchpad, enhancing their efficiency with tailored setups and easy modifications.
- Users love the **customization options** in Scratchpad, enhancing efficiency and streamlining their workflow effortlessly.
- Users love the **clean and intuitive interface** of Scratchpad, enhancing their experience in Salesforce with efficiency and ease.
- Users value Scratchpad for its **organizational efficiency** , streamlining workflow and enhancing productivity across numerous accounts.

##### Cons

- Users find **missing features** in Scratchpad, particularly for complex workflows and mobile experience, affecting usability.
- Users note the **high subscription cost** after outgrowing the free plan, but find the investment valuable overall.
- Users experience **add-on conflicts** with Scratchpad, leading to challenges when setting the home page for new tabs.
- Users report **app issues** related to plugin conflicts that disrupt the functionality of Scratchpad.
- Users find the **complexity** of Scratchpad challenging due to the need for extensive knowledge and budget constraints.

#### What Are Recent G2 Reviews of Scratchpad?

**["Scratchpad: The Most Efficient, Easy-to-Access Tool for Tracking Deals"](https://www.g2.com/survey_responses/scratchpad-review-12311976)**

**Rating:** 5.0/5.0 stars

_— Alec Z._

[Read full review](https://www.g2.com/survey_responses/scratchpad-review-12311976)

**["Efficient Collaboration with Room for More Integrations"](https://www.g2.com/survey_responses/scratchpad-review-12508516)**

**Rating:** 4.0/5.0 stars

_— george c._

[Read full review](https://www.g2.com/survey_responses/scratchpad-review-12508516)

#### What Are G2 Users Discussing About Scratchpad?

- [How can I best use Scratchpad's note-taking feature to sync with my sales pipeline?](https://www.g2.com/discussions/how-can-i-best-use-scratchpad-s-note-taking-feature-to-sync-with-my-sales-pipeline)
- [What is Scratchpad used for?](https://www.g2.com/discussions/what-is-scratchpad-used-for)
- [What does Scratchpad do?](https://www.g2.com/discussions/what-does-scratchpad-do) - 2 comments
- [What is called scratch pad of computer?](https://www.g2.com/discussions/what-is-called-scratch-pad-of-computer)
- [How do you get Scratchpad on Google Chrome?](https://www.g2.com/discussions/how-do-you-get-scratchpad-on-google-chrome) - 3 comments

### [Salesken](https://www.g2.com/es/products/salesken/reviews)

Salesken.ai es una plataforma de inteligencia artificial para ventas diseñada para mejorar el rendimiento del equipo de ventas mientras reduce los costos de adquisición. Al ofrecer indicaciones en tiempo real durante las conversaciones, la herramienta capacita a los representantes de ventas para interactuar de manera más efectiva con los clientes. Salesken también proporciona a los líderes y representantes una visibilidad completa de cada llamada a través de análisis avanzados de llamadas, capturando emociones, objeciones, intenciones y más. Salesken ofrece soluciones personalizadas tanto para líderes de ventas como para representantes, impulsando el éxito en ingresos a través de: - Gestión de Pipeline: Pronósticos precisos basados en profundos conocimientos de conversación. - Seguimiento de Negocios: Resúmenes instantáneos, identificación de brechas BANT y pasos claros a seguir. - Coaching de Equipo: Coaching personalizado para cada representante y cada negocio, a demanda. - Información de Marketing: Información procesable extraída de las conversaciones de ventas. - Aseguramiento de Calidad: Evalúa el 100% de las llamadas de ventas con QA impulsado por IA, ofreciendo coaching personalizado y reduciendo los esfuerzos manuales mientras mejora la calidad y consistencia general de las ventas. Para los representantes de ventas, Salesken ofrece: - Indicaciones en Tiempo Real: Proporciona indicaciones en vivo y tarjetas de batalla para ayudar a los representantes a perfeccionar sus presentaciones. - Enriquecimiento de CRM: Automatiza la entrada y actualización de datos en el CRM. - Alcance Personalizado: Simplifica y automatiza el alcance, ahorrando tiempo y aumentando la eficiencia. Salesken es la IA de referencia para todo el equipo de ventas. Reserva una demostración y conoce más características y capacidades.

**Average Rating:** 4.9/5.0

**Total Reviews:** 386

#### How Do G2 Users Rate Salesken?

- **¿Ha sido the product un buen socio para hacer negocios?:** 9.8/10 (Category avg: 9.2/10)
- **Segmentación de datos:** 9.7/10 (Category avg: 8.7/10)
- **Puntuación de oportunidades:** 9.8/10 (Category avg: 8.3/10)
- **Paneles interactivos:** 9.8/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Salesken?

- **Vendedor:** [Salesken](https://www.g2.com/es/sellers/salesken)
- **Año de fundación:** 2018
- **Ubicación de la sede:** New York, New York
- **Twitter:** @SaleskenAi  
117 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6fb9dc6b45a86b1b361839781d7770408bad8a99922bdd7136d7b704424c5506&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesken%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
84 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Ventas, Ejecutivo de Ventas
- **Top Industries:** Gestión Educativa, E-Learning
- **Company Size:** 57% Medium, 37% Large

#### What Do G2 Reviewers Say About Salesken?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios se benefician de la **retroalimentación en tiempo real y los datos procesables** que aumentan significativamente el rendimiento del equipo de ventas.
- Los usuarios valoran la **retroalimentación en tiempo real** de Salesken, mejorando significativamente la productividad y el rendimiento de los equipos de ventas.
- Los usuarios elogian a Salesken por sus **insights impulsados por IA** que mejoran la productividad de las llamadas y empoderan a los equipos de ventas para tener éxito.
- Los usuarios valoran las **funciones de automatización** de Salesken, que mejoran significativamente la productividad y eficiencia del equipo de ventas.
- Los usuarios destacan la **eficiencia mejorada** de Salesken, lo que permite a los equipos de ventas aprovechar datos procesables para mejorar el rendimiento.

##### Cons

- Los usuarios solicitan **mejor conectividad de llamadas** ya que los problemas con las llamadas que no se conectan obstaculizan su experiencia general.
- Los usuarios desean **mejor conexión de llamadas** y mayor personalización, ya que los problemas ocasionalmente dificultan su experiencia con Salesken.
- Los usuarios expresan frustración por la **mala calidad de la transcripción** , lo que afecta negativamente su experiencia general con Salesken.
- Los usuarios experimentan frustrantes **problemas de grabación** con Salesken, lo que obstaculiza su satisfacción y funcionalidad general.
- Los usuarios frecuentemente experimentan **problemas de precisión** con las transcripciones, lo que afecta su satisfacción general con Salesken.

#### What Are Recent G2 Reviews of Salesken?

**["Convierte a tus representantes de ventas en estrellas de rock."](https://www.g2.com/es/survey_responses/salesken-review-10386293)**

**Rating:** 5.0/5.0 stars

_— Madhan k._

[Read full review](https://www.g2.com/es/survey_responses/salesken-review-10386293)

**["Información en tiempo real de llamadas y entrenamiento con IA que mejora el rendimiento de ventas"](https://www.g2.com/es/survey_responses/salesken-review-12599904)**

**Rating:** 5.0/5.0 stars

_— Anup K._

[Read full review](https://www.g2.com/es/survey_responses/salesken-review-12599904)

#### What Are G2 Users Discussing About Salesken?

- [What is Salesken used for?](https://www.g2.com/es/discussions/what-is-salesken-used-for)

### [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews)

Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management, quotas, and capacity planning), Fullcast Perform (routing and policies), and Fullcast Pay (commissions) solutions. Fullcast empowers sales teams to sell more efficiently with AI-powered sales performance management. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. We seamlessly connect go-to-market planning activities with tactical sales execution, enabling your operations, sales, finance, marketing, and customer success teams to make continuous adjustments in response to real-time strategy changes. From territory management to commissions and performance tracking, we operate with speed, agility, and AI-powered automation.

**Average Rating:** 4.6/5.0

**Total Reviews:** 453

#### How Do G2 Users Rate Fullcast?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Data Segmentation:** 7.7/10 (Category avg: 8.7/10)
- **Opportunity Scoring:** 10.0/10 (Category avg: 8.3/10)
- **Interactive Dashboards:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Fullcast?

- **Seller:** [Fullcast, Inc.](https://www.g2.com/sellers/fullcast-inc)
- **Company Website:** www.fullcast.com
- **Year Founded:** 2017
- **HQ Location:** Salt Lake City, UT
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e3740257fc58b6269ad5fd087c14aab05f8fbc5894dd228efbbce21ea59cc260&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffullcast-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
388 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, Account Executive
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 62% Small, 30% Medium

#### What Do G2 Reviewers Say About Fullcast?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **data-driven insights** of Fullcast, enhancing proactive coaching and actionable team feedback significantly.
- Users value the **data-driven insights** from Atrium, enhancing proactive coaching and improving overall team performance.
- Users appreciate the **ease of use** of Fullcast, enabling intuitive data visualization and effortless tracking of metrics.
- Users appreciate the **actionable insights** provided by Atrium, enhancing team performance tracking and coaching opportunities.
- Users find the **intuitive AI features** of Fullcast invaluable for coaching and improving sales performance effectively.

##### Cons

- Users note a **steep learning curve** with Fullcast that can hinder initial productivity and navigation efficiency.
- Users struggle with **data management issues** in Fullcast, causing delayed and inaccurate insights that hinder effective coaching.
- Users frequently experience **data inaccuracy** with Fullcast, leading to confusion and ineffective management decisions.
- Users encounter **integration issues** with Fullcast, as data lacks real-time updates and may lead to inaccuracies.
- Users express a need for more **configuration options** in Fullcast to enable detailed analysis and opportunity tracking.

#### What Are Recent G2 Reviews of Fullcast?

**["Powerful, Flexible Territory Modeling with Seamless Salesforce Integration"](https://www.g2.com/survey_responses/fullcast-review-12908457)**

**Rating:** 4.0/5.0 stars

_— Jess T._

[Read full review](https://www.g2.com/survey_responses/fullcast-review-12908457)

**["Copy.ai is a great business writing assistant"](https://www.g2.com/survey_responses/fullcast-review-6756970)**

**Rating:** 5.0/5.0 stars

_— Jan-Paul B._

[Read full review](https://www.g2.com/survey_responses/fullcast-review-6756970)

#### What Are G2 Users Discussing About Fullcast?

- [Do you recommend Ebsta Inbox for Salesforce integration, and what benefits have you observed?](https://www.g2.com/discussions/do-you-recommend-ebsta-inbox-for-salesforce-integration-and-what-benefits-have-you-observed)
- [What is Copy.ai used for?](https://www.g2.com/discussions/what-is-copy-ai-used-for)
- [What is Ebsta Inbox used for?](https://www.g2.com/discussions/what-is-ebsta-inbox-used-for)
- [What is Ebsta's Revenue Intelligence Platform used for?](https://www.g2.com/discussions/what-is-ebsta-s-revenue-intelligence-platform-used-for)
- [What is Commissionly used for?](https://www.g2.com/discussions/what-is-commissionly-used-for)

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Spotlight Categories

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[Customer Success Software](https://www.g2.com/categories/customer-success)

[Influencer Marketing Platforms](https://www.g2.com/categories/influencer-marketing-platforms)

[Product Analytics Software](https://www.g2.com/categories/product-analytics)

Similar Categories

- [CRM](/categories/crm)
- [Sales Compensation](/categories/sales-compensation)
- [AI Sales Assistant](/categories/ai-sales-assistant)
- [Auto Dialer](/categories/auto-dialer)
- [Contract Analytics](/categories/contract-analytics)

- [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm)
- [Contract Management](/categories/contract-management)
- [Customer Revenue Optimization](/categories/customer-revenue-optimization)
- [E-Signature](/categories/e-signature)
- [Field Sales](/categories/field-sales)

- [Other Sales](/categories/other-sales)
- [Partnerships Management](/categories/partnerships-management)
- [PreSales](/categories/presales)
- [Quote Management](/categories/quote-management)
- [Revenue AI Platforms](/categories/revenue-ai-platforms)

[Browse Sales Analytics Themes](/categories/sales-analytics/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated 

Products classified in the overall Sales Analytics category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Sales Analytics category.

In addition to qualifying for inclusion in the Sales Analytics Software category, to qualify for inclusion in the Small Business Sales Analytics Software category, a product must have at least 10 reviews left by a reviewer from a small business.

Show More

* * *

## 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.