# Best Enterprise Sales Performance Management Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall Sales Performance Management category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Sales Performance Management 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 Enterprise Business Sales Performance Management category. In addition to qualifying for inclusion in the Sales Performance Management Software category, to qualify for inclusion in the Enterprise Business Sales Performance Management Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business. ## Top Sales Performance Management 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 (24,668 reviews) | AI-augmented pipeline visibility and forecast governance | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,270 reviews) | Pipeline execution with native CRM-to-close automation | "[Excellent CRM for sales teams](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,045 reviews) | Visual pipeline tracking with activity-driven follow-ups | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 4 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,308 reviews) | Visual sales pipeline with CRM-to-delivery continuity | "[Flexible Boards + GraphQL API: Turned monday into a Powerful Data Source](https://www.g2.com/survey_responses/monday-crm-review-13112363)" | | 5 | [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | 4.7/5.0 (3,410 reviews) | Excel-like commission logic with real-time rep visibility | "[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)" | | 6 | [Performio](https://www.g2.com/products/performio/reviews) | 4.4/5.0 (1,001 reviews) | Real-time commission visibility for sales reps | "[Clear, Easy-to-Search Performance Stats with Helpful Trend Tracking](https://www.g2.com/survey_responses/performio-review-12667058)" | | 7 | [Salesforce Spiff](https://www.g2.com/products/salesforce-spiff/reviews) | 4.6/5.0 (3,006 reviews) | Salesforce-native commission automation with real-time rep visibility | "[Don't know how I'd do my job without Spiff](https://www.g2.com/survey_responses/salesforce-spiff-review-4103784)" | | 8 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (845 reviews) | Visual pipeline tracking with follow-up enforcement | "[Excellent CRM for Managing Business Leads Efficiently](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)" | | 9 | [Spinify](https://www.g2.com/products/spinify/reviews) | 4.6/5.0 (993 reviews) | — | "[Real-Time Trends Made Fun and Easy](https://www.g2.com/survey_responses/spinify-review-12545280)" | | 10 | [Apollo.io](https://www.g2.com/products/apollo-io/reviews) | 4.7/5.0 (9,359 reviews) | Outbound rep activity and pipeline tracking | "[Apollo.io’s All-in-One Sales Platform That Supercharges Efficiency](https://www.g2.com/survey_responses/apollo-io-review-13069391)" | ## G2 Grid® for Sales Performance Management Software ![G2 Grid® for Sales Performance Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-performance-management/grids.png?focus%5B%5D=506&focus%5B%5D=88220&focus%5B%5D=3344&focus%5B%5D=57876&focus%5B%5D=571&focus%5B%5D=18600&focus%5B%5D=7788&focus%5B%5D=3004) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), CaptivateIQ, Performio, SmartWinnr, Xactly, Varicent, Clari, and Salesloft. Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-performance-management/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=captivateiq&focus%5B%5D=performio&focus%5B%5D=smartwinnr&focus%5B%5D=xactly&focus%5B%5D=varicent-varicent&focus%5B%5D=clari&focus%5B%5D=salesloft&segment=enterprise) ## How Many Sales Performance Management Software Products Does G2 Track? **Total Products under this Category:** 188 ### Category Stats (Jul 2026) - **Average Rating**: 4.53/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Flockjay (+0.68%) - Among all products in this category, Flockjay recorded the largest rating increase compared to last month *Last updated: July 18, 2026* ## How Does G2 Rank Sales Performance Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 117,000+ Authentic Reviews - 188+ 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** ### Apollo.io Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs. [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=245&secure%5Bchosen_at%5D=2026-07-19T09%3A38%3A09Z&secure%5Bdisplayable_resource_id%5D=245&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=245&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=19743&secure%5Bresource_id%5D=245&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-performance-management%2Fenterprise%3Fpage%3D4&secure%5Btoken%5D=1b69c0a0bdbe168ecd5cd16154ed990316bc09be69696591f760d314864a8f95&secure%5Burl%5D=https%3A%2F%2Fwww.apollo.io%2Fdemo%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3DG2Clicks%26utm_content%3Dtopic%26utm_term%3Dsalesperformancemanagement&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Sales Performance Management Software Products in 2026? ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,668 **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: 9.3/10) - **Integration:** 8.7/10 (Category avg: 8.7/10) - **Employee Structure:** 8.5/10 (Category avg: 8.6/10) - **Dashboards:** 8.9/10 (Category avg: 8.8/10) **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 (3658 reviews) - Features (3167 reviews) - Lead Management (2051 reviews) - Customization (1641 reviews) - Customizability (1620 reviews) **Cons:** - Learning Curve (1831 reviews) - Limitations (1412 reviews) - Missing Features (1147 reviews) - Limited Features (1126 reviews) - Expensive (1109 reviews) ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Agentforce Sales, appreciating seamless access to all customer information in one location. - Users value the **feature-rich platform** of Agentforce Sales, enhancing seller efficiency and customer engagement. - Users value the **powerful lead management** features of Agentforce Sales, enhancing customer experience and team collaboration. - Users value the **extensive customization options** of Agentforce Sales, tailoring it to fit unique business needs effortlessly. - Users value the **extensive customizability** of Agentforce Sales, allowing tailored solutions for unique business needs. **Cons:** - Users find the **learning curve steep** , as configuration is time-consuming and report creation can be confusing. - Users find **customization limitations** and complexity frustrating, especially for smaller teams with simpler needs. - Users find the **missing features** in Agentforce Sales hinder their ability to manage complex issues easily. - Users find the **limited features** of Agentforce Sales require time and expertise for effective customization and reporting. - Users find the **pricing model expensive** , which can be prohibitive for smaller companies and those with limited budgets. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)"** **Rating:** 4.5/5.0 stars *— DEVIL K.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068) --- **"[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)"** **Rating:** 4.0/5.0 stars *— Samiksha R.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463) --- #### 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. [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) Planning and incentives in sync—finally. CaptivateIQ is the only modern platform that brings quota, territory, headcount, and compensation into a single, AI-powered workspace—built for agility, alignment, and scale. Purpose-built for modern revenue teams, CaptivateIQ bridges the gap between incentive compensation management and sales planning, so strategy, execution, and measurement operate in perfect harmony. Legacy SPM solutions and spreadsheets weren’t designed for dynamic go-to-market organizations. CaptivateIQ replaces slow, error-prone, siloed processes with a unified platform that seamlessly connects your sales planning, incentive management, and performance tracking. Revenue leaders benefit from one shared source of truth from capacity planning to payout, aligning incentives with strategic goals to drive behaviors that move the business forward. Your plans, your way: plan for anything, pivot anytime. With SmartGrid™—our proprietary, no-code modeling engine—teams build, test, and iterate their go-to-market strategies at the speed of business. Model even the most complex plans with logic-based workflows, evaluate what-if scenarios in real time, and make adjustments as needs change. Admins and analysts gain full ownership with a familiar, spreadsheet-like interface that reduces errors and rework, backed by SmartGrid™ for robust data integration—without technical bottlenecks or external consultants Full ownership, no limits. End-to-end collaboration is at your fingertips with built-in approvals, commentary, and workflows, streamlining the hand-off from plan design through execution and measurement. Sales teams enjoy instant, accurate visibility into their earnings, on-demand statements, and an interactive commission estimator, empowering them to focus on high-value activities and adapt with confidence. CaptivateIQ empowers every function—RevOps, Finance, Sales, and more—to adjust plans, incentivize performance, and deliver on revenue growth targets, all within a flexible environment that adapts as quickly as business does. From enterprise-grade controls to in-depth reporting and dashboards, revenue teams monitor, measure, and optimize at every step to maximize success. Trusted by over 800 leading companies—including Boston Scientific, Datadog, and 6sense—CaptivateIQ sets a new standard for sales performance management. We are proud to be a category leader on G2, backed by thousands of enthusiastic customer reviews. When change is the only constant, CaptivateIQ gives revenue teams agility, clarity, and control—ensuring your planning and incentives finally work together, so you can grow stronger no matter what comes next. **Average Rating:** 4.7/5.0 **Total Reviews:** 3,410 **How Do G2 Users Rate CaptivateIQ?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.3/10) - **Integration:** 8.9/10 (Category avg: 8.7/10) - **Employee Structure:** 8.8/10 (Category avg: 8.6/10) - **Dashboards:** 9.0/10 (Category avg: 8.8/10) **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 (507 reviews) - Simple (230 reviews) - Helpful (217 reviews) - Accuracy (186 reviews) - Intuitive (182 reviews) **Cons:** - Learning Curve (80 reviews) - Missing Features (52 reviews) - Reporting Issues (43 reviews) - Slow Loading (43 reviews) - Difficult Learning (42 reviews) ### What Do G2 Reviewers Say About CaptivateIQ? *AI-generated summary from verified user reviews* **Pros:** - Users find **ease of use** in CaptivateIQ, enabling efficient tracking of commissions and payouts in one spot. - Users find CaptivateIQ to be **super easy to use and set up** , making commission management hassle-free. - Users appreciate the **intuitive navigation** of CaptivateIQ, making it easy to access essential commission information effortlessly. - Users value the **accuracy** of CaptivateIQ, appreciating how quickly and easily they access detailed commission information. - Users find CaptivateIQ's **intuitive interface** incredibly user-friendly, making incentive compensation management straightforward and efficient. **Cons:** - Users find the **learning curve steep** , requiring significant time and support to master CaptivateIQ's features and reporting functions. - Users find the **missing features** in CaptivateIQ, such as a mobile app and tax calculator, quite limiting. - Users find **reporting and dashboard building cumbersome** , often reverting to Excel for clarity and efficiency. - Users notice that **slow loading times** can hinder efficient access to reporting and performance insights. - Users experience a **difficult learning** curve with CaptivateIQ's dashboard configuration, impacting overall usability and initial setup. #### What Are Recent G2 Reviews of CaptivateIQ? **"[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) --- **"[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) --- #### 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) ### 3. [Performio](https://www.g2.com/products/performio/reviews) Sales Commission and Incentive Software Built to Last. Performio is incentive compensation management software built for finance and compensation teams. Automate commissions, ensure accurate payouts, reduce manual work with built-in AI, and deliver clear performance visibility to sellers. **Average Rating:** 4.4/5.0 **Total Reviews:** 1,001 **How Do G2 Users Rate Performio?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10) - **Integration:** 8.4/10 (Category avg: 8.7/10) - **Employee Structure:** 8.4/10 (Category avg: 8.6/10) - **Dashboards:** 8.7/10 (Category avg: 8.8/10) **Who Is the Company Behind Performio?** - **Seller:** [Performio](https://www.g2.com/sellers/performio) - **Company Website:** https://performio.co/ - **Year Founded:** 2006 - **HQ Location:** Santa Monica, CA - **LinkedIn® Page:** https://www.linkedin.com/company/412275/ (138 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Telecommunications, Computer Software - **Company Size:** 50% Mid-Market, 34% Enterprise #### What Are Performio's Pros and Cons? **Pros:** - Ease of Use (210 reviews) - Simple (93 reviews) - Tracking Ease (80 reviews) - Navigation Ease (59 reviews) - Commission Tracking (55 reviews) **Cons:** - Slow Updates (46 reviews) - Slow Loading (30 reviews) - Data Management Issues (27 reviews) - Not Intuitive (26 reviews) - Time Delays (25 reviews) ### What Do G2 Reviewers Say About Performio? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive interface** of Performio, enabling efficient navigation and quick onboarding for new users. - Users value the **simplicity and intuitive interface** of Performio, making commission tracking straightforward and efficient. - Users value the **tracking ease** of Performio, which simplifies commission management and enhances transparency in earnings. - Users praise the **navigation ease** of Performio, finding it simple and intuitive for accessing essential information. - Users value the **real-time commission tracking** of Performio, offering clarity and confidence in their earnings. **Cons:** - Users find that **updates can be slow** , particularly in the morning, impacting accuracy and efficiency in sales reporting. - Users experience **slow loading** times with Performio, causing frustration and challenges in accessing timely sales data. - Users struggle with **data management issues** , citing bugs, inaccuracies, and a lack of intuitive interface and timely updates. - Users find the interface **not intuitive** , struggling with a lack of a holistic dashboard and simplified navigation. - Users experience **time delays** with Performio, leading to confusion with data and a lack of interactivity. #### What Are Recent G2 Reviews of Performio? **"[Simplified KPI Management with Unmatched Accuracy](https://www.g2.com/survey_responses/performio-review-9545954)"** **Rating:** 5.0/5.0 stars *— Ikramullah S.* [Read full review](https://www.g2.com/survey_responses/performio-review-9545954) --- **"[Clear, Easy-to-Search Performance Stats with Helpful Trend Tracking](https://www.g2.com/survey_responses/performio-review-12667058)"** **Rating:** 4.5/5.0 stars *— Vaituloto M.* [Read full review](https://www.g2.com/survey_responses/performio-review-12667058) --- ### 4. [SmartWinnr](https://www.g2.com/products/smartwinnr/reviews) SmartWinnr is an AI-driven sales enablement platform built to help large enterprises train and certify customer-facing teams at scale. The platform combines AI-powered roleplays, personalized learning, and gamified coaching to improve product fluency, objection handling, and compliance alignment. Sales teams practice in simulated real-world scenarios, receive real-time feedback, and stay sharp through continuous reinforcement. SmartWinnr helps organizations accelerate readiness, drive consistency in field messaging, and improve performance across dispersed teams. **Average Rating:** 4.9/5.0 **Total Reviews:** 245 **How Do G2 Users Rate SmartWinnr?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.3/10) - **Integration:** 9.7/10 (Category avg: 8.7/10) - **Employee Structure:** 9.8/10 (Category avg: 8.6/10) - **Dashboards:** 9.9/10 (Category avg: 8.8/10) **Who Is the Company Behind SmartWinnr?** - **Seller:** [SmartWinnr, Inc.](https://www.g2.com/sellers/smartwinnr-inc) - **Company Website:** https://smartwinnr.com/ - **Year Founded:** 2014 - **HQ Location:** Walnut, California - **Twitter:** @smartwinnr (1,045 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10193761/ (100 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Pharmaceuticals, Insurance - **Company Size:** 69% Enterprise, 26% Mid-Market #### What Are SmartWinnr's Pros and Cons? **Pros:** - Ease of Use (41 reviews) - Helpful (33 reviews) - Time-saving (27 reviews) - Training (27 reviews) - Reporting (26 reviews) **Cons:** - Automation Issues (1 reviews) - Data Management Issues (1 reviews) - Data Transfer Issues (1 reviews) - Difficult Reporting (1 reviews) - Filtering Issues (1 reviews) ### What Do G2 Reviewers Say About SmartWinnr? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of SmartWinnr, making training and reporting seamless for various teams. - Users find SmartWinnr's **helpful LMS features** essential for efficient training and communication across teams. - Users value the **time-saving features** of SmartWinnr, enabling efficient training and quick access to essential information. - Users value the **efficient training structure** of SmartWinnr, enabling quick, focused learning and immediate feedback. - Users appreciate the **clean and concise reporting** in SmartWinnr, enabling efficient tracking and sharing of training progress. **Cons:** - Users desire improved **automation capabilities** for report generation, as manual processes hinder efficiency and customization. - Users note **data management issues** in SmartWinnr, especially regarding lack of tracking and integration options. - Users experience **data transfer issues** with SmartWinnr, highlighting the need for improved integration and transparency measures. - Users find the **difficult reporting** feature limits customization, preferring automated solutions tailored to their needs. - Users face **filtering issues** with SmartWinnr, making data integration and transparency in support tracking challenging. #### What Are Recent G2 Reviews of SmartWinnr? **"[Rolling out AI role plays in regional languages across a large Insurance field force](https://www.g2.com/survey_responses/smartwinnr-review-13094852)"** **Rating:** 5.0/5.0 stars *— Khusbu K.* [Read full review](https://www.g2.com/survey_responses/smartwinnr-review-13094852) --- **"[Scaling AI role plays to more than 5,000 of our Channel field force in B2B Selling environment](https://www.g2.com/survey_responses/smartwinnr-review-13091672)"** **Rating:** 5.0/5.0 stars *— Rutvi V.* [Read full review](https://www.g2.com/survey_responses/smartwinnr-review-13091672) --- #### What Are G2 Users Discussing About SmartWinnr? - [What is SmartWinnr used for?](https://www.g2.com/discussions/what-is-smartwinnr-used-for) ### 5. [Xactly](https://www.g2.com/products/xactly/reviews) Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,081 **How Do G2 Users Rate Xactly?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.3/10) - **Integration:** 7.8/10 (Category avg: 8.7/10) - **Employee Structure:** 8.1/10 (Category avg: 8.6/10) - **Dashboards:** 7.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Xactly?** - **Seller:** [Xactly](https://www.g2.com/sellers/xactly) - **Company Website:** https://www.xactlycorp.com - **Year Founded:** 2005 - **HQ Location:** San Jose, CA - **Twitter:** @Xactly (21,081 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/22530/ (897 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Enterprise, 37% Mid-Market #### What Are Xactly's Pros and Cons? **Pros:** - Ease of Use (182 reviews) - Compensation Management (60 reviews) - Features (49 reviews) - Automation (30 reviews) - Detailed Breakdown (30 reviews) **Cons:** - Not Intuitive (49 reviews) - Slow Loading (34 reviews) - Outdated UI (29 reviews) - Data Issues (27 reviews) - Difficult Navigation (25 reviews) ### What Do G2 Reviewers Say About Xactly? *AI-generated summary from verified user reviews* **Pros:** - Users find Xactly to be remarkably **easy to use** , thanks to its intuitive interface and efficient commission management. - Users appreciate the **speed and accuracy** of Xactly in managing compensation and tracking commission progress. - Users appreciate the **intuitive interface and comprehensive features** of Xactly, enhancing usability and performance tracking. - Users value the **automation and streamlining** of complex compensation processes with Xactly Incent's flexible solutions. - Users value the **ease of use and advanced data insights** from Xactly, facilitating commission management and team oversight. **Cons:** - Users find Xactly's interface **not intuitive** , facing difficulties with navigation and understanding essential functions. - Users face challenges with **slow loading** , experiencing delays and under-developed reporting that hinder overall efficiency. - Users find the **outdated UI** of Xactly unappealing, desiring a more modern and intuitive design for better usability. - Users express concerns about **timely data updates** , as reports often lag behind and create stress during month-end. - Users experience **difficult navigation** in Xactly, complicating access to reports and necessary information efficiently. #### What Are Recent G2 Reviews of Xactly? **"[Intuitive UI, Exceptional AI Features with Room for Analytics Improvement](https://www.g2.com/survey_responses/xactly-review-8239)"** **Rating:** 5.0/5.0 stars *— Amanda B.* [Read full review](https://www.g2.com/survey_responses/xactly-review-8239) --- **"[Automates Processes but Struggles with Complex Credit Assignments](https://www.g2.com/survey_responses/xactly-review-101319)"** **Rating:** 5.0/5.0 stars *— James A.* [Read full review](https://www.g2.com/survey_responses/xactly-review-101319) --- #### What Are G2 Users Discussing About Xactly? - [What is your experience regarding pricing and costs for Xactly Forecasting, and how does it compare to other forecasting tools?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-xactly-forecasting-and-how-does-it-compare-to-other-forecasting-tools) - [What is Xactly Incent used for?](https://www.g2.com/discussions/what-is-xactly-incent-used-for) - 1 comment - [What is Xactly Forecasting used for?](https://www.g2.com/discussions/what-is-xactly-forecasting-used-for) - [What is Xactly Sales Planning used for?](https://www.g2.com/discussions/what-is-xactly-sales-planning-used-for) - [What is xactly connect?](https://www.g2.com/discussions/what-is-xactly-connect) ### 6. [Varicent](https://www.g2.com/products/varicent-varicent/reviews) Your revenue system already decides how much you’ll grow. At scale, the real barrier to growth is rarely the sales team. It is the tools they rely on. Most solutions aren't designed for how sales organizations actually work. They manage incentives, quotas, or territories individually but not together. That fragmentation buries high-potential accounts in the wrong territories. It wastes selling hours on deals that don’t move the business forward. And it keeps the organization from adjusting as the market shifts and priorities change. Varicent changes that. Our AI-native platform connects territories, quotas, incentives, and seller insights in one place. Information flows freely across the system, and everything responds together. The result is orchestration: a system built to keep sellers focused on the right opportunities and ready to move when the market does. **Average Rating:** 4.5/5.0 **Total Reviews:** 590 **How Do G2 Users Rate Varicent?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.3/10) - **Integration:** 8.5/10 (Category avg: 8.7/10) - **Employee Structure:** 8.7/10 (Category avg: 8.6/10) - **Dashboards:** 8.7/10 (Category avg: 8.8/10) **Who Is the Company Behind Varicent?** - **Seller:** [Varicent](https://www.g2.com/sellers/varicent) - **Company Website:** https://varicent.com - **Year Founded:** 2003 - **HQ Location:** Toronto, Ontario - **Twitter:** @ThisIsVaricent (151 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/50650/ (672 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Software Engineer, Business Systems Analyst - **Top Industries:** Financial Services, Banking - **Company Size:** 68% Enterprise, 24% Mid-Market #### What Are Varicent's Pros and Cons? **Pros:** - Flexibility (30 reviews) - Customer Support (23 reviews) - Ease of Use (23 reviews) - Efficiency (17 reviews) - Reporting (17 reviews) **Cons:** - Complexity (16 reviews) - Slow Performance (15 reviews) - Implementation Difficulty (14 reviews) - Slow Loading (13 reviews) - Setup Difficulty (11 reviews) ### What Do G2 Reviewers Say About Varicent? *AI-generated summary from verified user reviews* **Pros:** - Users value the **flexibility** of Varicent, enabling extensive customization and streamlined calculations for enhanced reporting. - Users praise the **approachable customer support** of Varicent, valuing their partnership in problem-solving and enhancement efforts. - Users find Varicent **easy to use** , enabling efficient reporting and management of processes with powerful granularity. - Users appreciate the **efficiency** of Varicent, enabling automation and clear insights into incentive compensation processes. - Users find the **reporting features of Varicent** to be powerful and flexible, enhancing their overall experience. **Cons:** - Users note the **complexity** in configuring Varicent, often requiring external consultants due to a lack of in-house expertise. - Users experience **slow performance** with Varicent, especially during data uploads and calculations with large datasets. - Users face **implementation difficulties** due to insufficient training and support, impacting their ability to utilize Varicent effectively. - Users report **slow loading times** with Varicent, which hinders their ability to efficiently manage and update data. - Users find **setup difficulty** in Varicent, citing challenges with navigation and configuration of user access. #### What Are Recent G2 Reviews of Varicent? **"[Streamlined Sales Compensation with Speed Bottlenecks](https://www.g2.com/survey_responses/varicent-review-12281650)"** **Rating:** 4.0/5.0 stars *— Shunmuga S.* [Read full review](https://www.g2.com/survey_responses/varicent-review-12281650) --- **"[Powerful Compensation Tool with Impressive Granularity](https://www.g2.com/survey_responses/varicent-review-11568446)"** **Rating:** 4.5/5.0 stars *— Ian F.* [Read full review](https://www.g2.com/survey_responses/varicent-review-11568446) --- ### 7. [Clari](https://www.g2.com/products/clari/reviews) Clari+Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari+Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth. **Average Rating:** 4.6/5.0 **Total Reviews:** 5,503 **How Do G2 Users Rate Clari?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10) - **Integration:** 9.0/10 (Category avg: 8.7/10) - **Employee Structure:** 8.7/10 (Category avg: 8.6/10) - **Dashboards:** 8.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Clari?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,097 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 (722 reviews) - Forecasting (486 reviews) - Features (365 reviews) - Salesforce Integration (326 reviews) - Helpful (287 reviews) **Cons:** - Limitations (186 reviews) - Limited Customization (150 reviews) - Learning Curve (147 reviews) - Missing Features (147 reviews) - Salesforce Integration (131 reviews) ### What Do G2 Reviewers Say About Clari? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Clari for forecasting, appreciating its intuitive interface and seamless updates. - Users appreciate the **ease of use** in Clari's Forecasting, allowing quick updates and excellent tracking against quotas. - Users appreciate Clari for its **real-time updates and seamless Salesforce integration** , enhancing workflow efficiency and visibility in sales opportunities. - Users find the **Salesforce integration** invaluable for streamlined data management and enhanced forecasting capabilities within Clari. - Users find Clari **incredibly helpful** for easy forecasting and effective revenue management, simplifying admin tasks significantly. **Cons:** - Users experience **customization limitations** with Clari, making it difficult to meet unique business needs effectively. - Users find **limited customization** in Clari, hindering tailored solutions for unique business needs and team insights. - Users experience a **steep learning curve** with Clari due to initial configuration and a confusing UI layout. - Users find **missing features** in Clari, with limitations in filtering, customization, and mobile app functionality affecting their experience. - Users experience **inconsistent Salesforce data reflection** in Clari, leading to confusion and potential errors in reporting. #### What Are Recent G2 Reviews of Clari? **"[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) --- **"[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)"** **Rating:** 5.0/5.0 stars *— Matt D.* [Read full review](https://www.g2.com/survey_responses/clari-review-12400239) --- #### 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 ### 8. [Salesloft](https://www.g2.com/products/salesloft/reviews) Clari + Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari + Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth. **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: 9.3/10) - **Integration:** 8.8/10 (Category avg: 8.7/10) - **Employee Structure:** 8.4/10 (Category avg: 8.6/10) - **Dashboards:** 8.8/10 (Category avg: 8.8/10) **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/ (1,097 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 (256 reviews) - Integrations (211 reviews) - Email Tracking (201 reviews) - Easy Tracking (165 reviews) - Helpful (158 reviews) **Cons:** - Call Issues (164 reviews) - Integration Issues (134 reviews) - Learning Curve (116 reviews) - Limited Features (114 reviews) - Missing Features (95 reviews) ### What Do G2 Reviewers Say About Salesloft? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Salesloft, enhancing their daily selling experience with a simple, organized interface. - Users value the **seamless integration** with Salesforce, enhancing outreach efficiency and organization across teams. - Users appreciate the **email tracking features** for easily measuring open rates and managing tasks efficiently. - Users appreciate the **easy tracking** features of Salesloft, enhancing their efficiency in managing outreach campaigns. - Users find Salesloft **extremely helpful** in managing pipelines and measuring engagement through open rates and templates. **Cons:** - Users experience **call issues** with Salesloft, finding the app misaligned during calls and support inconsistent. - Users experience **integration issues** with Salesloft, particularly with HubSpot and other platforms, affecting efficiency. - Users find the **learning curve steep** , making initial use of Salesloft challenging and somewhat overwhelming. - Users highlight the **limited features** of Salesloft, expressing a desire for enhanced integrations and customization options. - Users feel Salesloft is missing **key features** like an auto-dialer and domain rotation, hindering productivity and email deliverability. #### What Are Recent G2 Reviews of Salesloft? **"[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) --- **"[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) --- #### 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 ### 9. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,270 **How Do G2 Users Rate HubSpot Sales Hub?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.3/10) - **Integration:** 8.6/10 (Category avg: 8.7/10) - **Employee Structure:** 8.4/10 (Category avg: 8.6/10) - **Dashboards:** 8.8/10 (Category avg: 8.8/10) **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 (1216 reviews) - Features (702 reviews) - Helpful (672 reviews) - Lead Management (571 reviews) - Intuitive (538 reviews) **Cons:** - Missing Features (435 reviews) - Limited Features (409 reviews) - Learning Curve (384 reviews) - Expensive (318 reviews) - Limited Customization (288 reviews) ### What Do G2 Reviewers Say About HubSpot Sales Hub? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive interface** of HubSpot Sales Hub, simplifying their workflow with effective tools and integrations. - Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales processes significantly. - Users appreciate the **comprehensive visibility** of HubSpot Sales Hub, significantly enhancing their sales management and decision-making. - Users value the **centralized lead management** features of HubSpot Sales Hub, enhancing organization and efficiency in sales processes. - Users value the **intuitive interface** of HubSpot Sales Hub, allowing teams to easily navigate and enhance productivity. **Cons:** - Users find the **missing features** of HubSpot Sales Hub, like limited functionality and tagging issues, frustrating. - Users find the **limited features** of HubSpot Sales Hub restrict their experience, especially regarding the dashboard and mobile app. - Users face a **large learning curve** with HubSpot Sales Hub, finding integrations complicated and training necessary for clarity. - Users find the **cost increasingly burdensome** amidst ongoing technical issues and frustrating platform limitations. - Users find HubSpot Sales Hub has **limited customization** , causing frustration with bulk actions and workflow flexibility. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **"[A CRM That Helps Me Focus on My Clients](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897)"** **Rating:** 4.0/5.0 stars *— AMBER N.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897) --- **"[Excellent CRM for sales teams](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963)"** **Rating:** 5.0/5.0 stars *— Miguel P.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963) --- #### 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 ### 10. [Anaplan](https://www.g2.com/products/anaplan/reviews) Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now.​ More than 2,400 of the world’s best brands continually optimize their decision-making by planning with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management. **Average Rating:** 4.6/5.0 **Total Reviews:** 396 **How Do G2 Users Rate Anaplan?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.3/10) - **Integration:** 8.1/10 (Category avg: 8.7/10) - **Employee Structure:** 8.2/10 (Category avg: 8.6/10) - **Dashboards:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Anaplan?** - **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan) - **Company Website:** https://www.anaplan.com - **Year Founded:** 2006 - **HQ Location:** Miami, FL - **Twitter:** @anaplan (21,768 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anaplan/ (2,836 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Manager, Senior Consultant - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 52% Enterprise, 34% Mid-Market #### What Are Anaplan's Pros and Cons? **Pros:** - Ease of Use (100 reviews) - Flexibility (90 reviews) - Features (87 reviews) - Efficiency (63 reviews) - Planning (59 reviews) **Cons:** - Limitations (44 reviews) - Missing Features (39 reviews) - Learning Curve (33 reviews) - Performance Issues (30 reviews) - Lack of Features (29 reviews) ### What Do G2 Reviewers Say About Anaplan? *AI-generated summary from verified user reviews* **Pros:** - Users find Anaplan's **ease of use** exceptional, enhancing collaboration and simplifying the planning process for all types of users. - Users value the **flexibility** of Anaplan, allowing customized planning models that adapt to their unique business needs. - Users value the **user-friendly interface** of Anaplan, which simplifies complex planning applications across various use cases. - Users value the **efficiency** of Anaplan, enabling quick responses to changing business needs with integrated planning solutions. - Users value Anaplan for its **easy-to-use and scalable planning capabilities** , enhancing decision-making across various business areas. **Cons:** - Users criticize Anaplan for **limited support and high costs** , along with performance issues affecting large datasets and analysis. - Users express concerns over **missing features** like public APIs and poor data visualization, impacting overall usability. - Users find the **learning curve steep** in mastering Anaplan, needing significant time and expertise for optimal use. - Users experience **performance issues** with Anaplan, particularly lengthy loading times during complex calculations and workspace limitations. - Users find a **lack of features** in Anaplan, feeling essential tools are either missing or behind paywalls. #### What Are Recent G2 Reviews of Anaplan? **"[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)"** **Rating:** 4.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12715706) --- **"[Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan](https://www.g2.com/survey_responses/anaplan-review-12927992)"** **Rating:** 4.5/5.0 stars *— Kumar S.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12927992) --- #### What Are G2 Users Discussing About Anaplan? - [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment - [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments - [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment - [What database does anaplan use?](https://www.g2.com/discussions/what-database-does-anaplan-use) - 3 comments - [What is anaplan software?](https://www.g2.com/discussions/what-is-anaplan-software) - 4 comments ### 11. [Salesforce Spiff](https://www.g2.com/products/salesforce-spiff/reviews) Salesforce Spiff is a modern commission management solution built on the world’s #1 CRM. It combines the familiarity and flexibility of spreadsheet-like modeling with enterprise-grade automation—enabling Finance, Revenue Operations, and Sales Operations teams to self-manage even the most complex incentive compensation plans at scale. Designed to increase trust and transparency, Salesforce Spiff delivers real-time visibility into sales performance and commission earnings, unlocking stronger seller motivation and accelerating top-line revenue growth. With its intuitive user experience, advanced analytics and reporting, and seamless integrations, Salesforce Spiff empowers organizations to automate compensation workflows, reduce admin burden, drive seller trust with data accuracy and transparency, and confidently adapt plans as the business evolves. **Average Rating:** 4.6/5.0 **Total Reviews:** 3,006 **How Do G2 Users Rate Salesforce Spiff?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.3/10) - **Integration:** 8.9/10 (Category avg: 8.7/10) - **Employee Structure:** 8.8/10 (Category avg: 8.6/10) - **Dashboards:** 9.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Salesforce Spiff?** - **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, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 72% Mid-Market, 19% Enterprise #### What Are Salesforce Spiff's Pros and Cons? **Pros:** - Ease of Use (81 reviews) - Real-time Tracking (57 reviews) - Transparency (55 reviews) - Integrations (47 reviews) - Automation (44 reviews) **Cons:** - Learning Curve (43 reviews) - Complexity (39 reviews) - Implementation Difficulty (29 reviews) - Data Management Issues (28 reviews) - Expensive (28 reviews) ### What Do G2 Reviewers Say About Salesforce Spiff? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Salesforce Spiff, making tracking commissions and bonuses straightforward and motivating. - Users value the **real-time tracking** of Salesforce Spiff, enhancing clarity and decision-making in sales performance. - Users commend the **transparency** of Salesforce Spiff, enhancing trust and accuracy in managing commissions effortlessly. - Users value the **seamless integrations** of Salesforce Spiff, enhancing transparency and motivation for sales teams. - Users appreciate the **automation features** of Salesforce Spiff, which streamline processes and enhance accuracy in compensation tracking. **Cons:** - Users find the **learning curve challenging** , often struggling with the complex UI and setup process of Salesforce Spiff. - Users find the **complexity** of initial setup and customization in Salesforce Spiff challenging, impacting workflow efficiency. - Users find that the **implementation difficulty** can be a challenge, requiring significant time and careful configuration. - Users face **data management issues** with Salesforce Spiff, experiencing delays and inaccuracies in tracking and implementations. - Users find Salesforce Spiff to be **expensive** , particularly challenging for smaller teams with limited budgets. #### What Are Recent G2 Reviews of Salesforce Spiff? **"[Don't know how I'd do my job without Spiff](https://www.g2.com/survey_responses/salesforce-spiff-review-4103784)"** **Rating:** 5.0/5.0 stars *— Tanner W.* [Read full review](https://www.g2.com/survey_responses/salesforce-spiff-review-4103784) --- **"[SPIFF!](https://www.g2.com/survey_responses/salesforce-spiff-review-5348911)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/salesforce-spiff-review-5348911) --- #### What Are G2 Users Discussing About Salesforce Spiff? - [How do I create a spiff program?](https://www.g2.com/discussions/how-do-i-create-a-spiff-program) - [What is the difference between a spiff and a commission?](https://www.g2.com/discussions/what-is-the-difference-between-a-spiff-and-a-commission) - 1 comment - [What is spiff Commission?](https://www.g2.com/discussions/what-is-spiff-commission) - [What is a spiff program?](https://www.g2.com/discussions/what-is-a-spiff-program) - 1 comment ### 12. [MaxIQ](https://www.g2.com/products/maxiq/reviews) MaxIQ is an AI-native Revenue Intelligence platform designed to unify sales, customer success, and revenue operations for B2B SaaS companies. It helps revenue teams manage the entire revenue journey by bringing pipeline visibility, forecasting, and post-sales insights into one unified system. The platform uses artificial intelligence to improve forecast accuracy, automate workflows, and surface deeper insights into deal health and revenue performance. Key capabilities include real-time revenue dashboards, pipeline inspection, conversation intelligence, and unified account visibility across the revenue lifecycle. MaxIQ also captures signals from CRM activity, meetings, and revenue data to help teams prioritize the right deals and opportunities. By turning revenue visibility into execution, MaxIQ empowers sales leaders, RevOps teams, and customer success managers to make better decisions, reduce manual reporting, and identify risks earlier. Businesses use MaxIQ to improve pipeline efficiency, increase forecast accuracy, strengthen sales-to-customer-success handoffs, and drive retention and expansion. The platform integrates seamlessly with existing CRM systems to enrich data, streamline workflows, and provide a complete AI-powered view of revenue operations. **Average Rating:** 4.9/5.0 **Total Reviews:** 35 **How Do G2 Users Rate MaxIQ?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10) - **Integration:** 9.7/10 (Category avg: 8.7/10) - **Employee Structure:** 9.7/10 (Category avg: 8.6/10) - **Dashboards:** 9.3/10 (Category avg: 8.8/10) **Who Is the Company Behind MaxIQ?** - **Seller:** [MaxIQ](https://www.g2.com/sellers/maxiq-2683a918-1f43-47ed-bbdd-eea5042941ba) - **Year Founded:** 2022 - **HQ Location:** San Francisco, California, United States - **Twitter:** @getmaxiq (7 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getmaxiq/ (52 employees on LinkedIn®) - **Ownership:** Sonny Aulakh **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 71% Enterprise, 26% Mid-Market #### What Are MaxIQ's Pros and Cons? **Pros:** - Forecasting (10 reviews) - Ease of Use (8 reviews) - Helpful (8 reviews) - Accuracy (7 reviews) - Intuitive (5 reviews) **Cons:** - Learning Curve (4 reviews) - Integration Issues (3 reviews) - Limited Customization (3 reviews) - Inadequate Reporting (2 reviews) - Dashboard Issues (1 reviews) ### What Do G2 Reviewers Say About MaxIQ? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **AI-powered forecasting** of MaxIQ, enhancing accuracy in predictions and improving overall workflow visibility. - Users love the **ease of use** of MaxIQ, simplifying workflows and enhancing confidence in data-driven decisions. - Users appreciate the **enhanced visibility** MaxIQ provides, leading to better forecasts and smoother operations across teams. - Users highlight the **accuracy** of MaxIQ's AI-powered forecasting, enhancing real-time insights and dependable revenue predictions. - Users love the **intuitive navigation** of MaxIQ, making workflows seamless and enhancing productivity across teams. **Cons:** - Users note a significant **learning curve** for MaxIQ, particularly for those transitioning from traditional spreadsheet systems. - Users note **integration issues** at the start, but improvements have been made with some third-party tools still missing. - Users desire **greater customization** options for dashboards, wishing for more flexibility and personalization in their setups. - Users note **inadequate reporting** options in MaxIQ, wishing for more advanced custom features and third-party integrations. - Users desire **more flexible dashboard customization** , wishing for the ability to adjust widgets independently for a smoother experience. #### What Are Recent G2 Reviews of MaxIQ? **"[Maximized Sales Efficiency with AI-Driven Innovation](https://www.g2.com/survey_responses/maxiq-review-12521362)"** **Rating:** 4.5/5.0 stars *— Pragati R.* [Read full review](https://www.g2.com/survey_responses/maxiq-review-12521362) --- **"[⭐️⭐️⭐️⭐️⭐️ Finally – A Tool Built for Reps and Execs](https://www.g2.com/survey_responses/maxiq-review-11354222)"** **Rating:** 5.0/5.0 stars *— Jonathan M.* [Read full review](https://www.g2.com/survey_responses/maxiq-review-11354222) --- ### 13. [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) Note: GTM Studio is the upgraded version of ZoomInfo Marketing and ZoomInfo Operations. GTM Studio is ZoomInfo's AI-powered go-to-market canvas that unifies signals, systems, and teams in one intelligent workspace so plays fire automatically, moments aren't missed, and reps always know what to do next. Designed for RevOps and marketing teams, GTM Studio eliminates tool sprawl by connecting CRM, marketing, sales, and third-party data into a single live canvas - giving every team a complete, AI-ready view of their market. At the core of GTM Studio is built-in waterfall enrichment that automatically fills in missing contact and account data across 25+ vendors, so the data powering every play is always complete and actionable. AI-powered insights surface buying signals in real time, helping teams respond to in-market buyers in under five minutes - before competitors have even pulled a list. Every insight is grounded in your ICP, so GTM decisions are faster, sharper, and more informed. GTM Studio is built for speed to execution. A library of pre-built plays - including inbound acceleration, champion tracking, and competitive displacement - can be launched in a single click, with no tickets, no engineering support, and no waiting. Custom plays can be designed, tested, and scaled without code or developer involvement, compressing what used to take weeks into minutes. Specialized AI agents handle enrichment, scoring, routing, and message creation automatically, so teams stay focused on results rather than operations. GTM Studio integrates with the tools revenue teams already rely on - Salesforce, HubSpot, Salesloft, Gong, Slack, and 50+ more - ensuring signals flow freely across the stack and execution happens without friction. Built-in analytics measure what's working in real time, while automated workflows and alerts keep teams responsive to every change in GTM data. The result is a GTM motion that runs on its own - where top-performing teams launch more than 50 plays per quarter, expansion campaigns that once took three weeks go live in 30 minutes, and every seller always knows exactly where to focus next. **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: 9.3/10) - **Integration:** 8.7/10 (Category avg: 8.7/10) - **Employee Structure:** 8.4/10 (Category avg: 8.6/10) - **Dashboards:** 8.2/10 (Category avg: 8.8/10) **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 (26 reviews) - Ease of Use (25 reviews) - Data Accuracy (20 reviews) - Data Quality (19 reviews) **Cons:** - Expensive (16 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 **accurate B2B contact data** and intuitive filtering options, enhancing targeted prospecting and campaign efficiency. - Users appreciate the **accuracy of data and intent signals** , enhancing their lead generation and targeting efforts effectively. - Users find **GTM Studio easy to use** , enhancing lead enrichment with simple segmentation and sorting options. - Users value the **reliable and accurate B2B contact data** from GTM Studio, enhancing campaign targeting and efficiency. - Users value the **reliable and accurate B2B contact data** offered by GTM Studio, enhancing their targeting and campaign efficiency. **Cons:** - Many users find the **pricing too high** for small teams, making it less accessible for their needs. - Users experience **data inaccuracy** , with outdated information and missing data for niche roles affecting reliability. - Users note that the **high pricing** may not be suitable for smaller teams with limited budgets. - Users find the **learning curve steep** initially due to the platform's complexity and extensive features. - Users find the **complex interface** of GTM Studio challenging initially, requiring training to navigate effectively. #### What Are Recent G2 Reviews of GTM Studio - Powered by ZoomInfo? **"[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) --- **"[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) --- #### 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) ### 14. [Allego](https://www.g2.com/products/allego/reviews) Allego is the market-leading revenue enablement platform teams trust and love. Across the customer lifecycle, Allego helps revenue teams close deals, hit their number, and stay aligned through change by making the next best action clear. Learning, content, coaching, digital selling, and secure, practical AI come together in one natively built platform. Guidance appears directly in everyday workflows so reps know what to say, share, and do when it matters most. Organizations that switch to Allego reduce complexity and lower total software costs by consolidating multiple point solutions into one unified system. Allego Learning: Allego embeds learning into the flow of work so skills show up in real opportunities. AI-powered role play, video practice, and automated coaching help reps build confidence through realistic scenarios with instant feedback. Built-in Conversation Intelligence captures buyer interactions, surfaces risks and opportunities, and connects coaching directly to deal performance. Allego Modern Content: Allego makes content easy to manage, personalize, and activate in selling moments. Centrally governed assets are surfaced through AI-powered search and CRM context so reps can quickly find and share what works. Deep analytics tie engagement to pipeline and revenue outcomes, giving marketing and enablement leaders clear proof of impact. Allego Digital Rooms: Allego Digital Rooms create secure, personalized buyer spaces that streamline engagement across the selling process. Reps and buyers collaborate in branded environments that centralize content, communication, and next steps. AI highlights engagement signals and recommends follow-up actions so opportunities maintain momentum and close faster. Allego takes a human-first approach to AI. Secure, practical AI is embedded across workflows to surface next best actions, highlight deal risks, reinforce messaging, and accelerate follow-up. All AI capabilities are grounded in approved content and governed with enterprise controls. Organizations using Allego report measurable impact, including up to 50% shorter sales cycles, 45% higher win rates, and significant reductions in enablement software spend. Allego is recognized as a Leader in the Gartner Magic Quadrant for Revenue Enablement Platforms and ranked #1 on G2 for Ease of Use and Customer Satisfaction. Learn more at www.allego.com **Average Rating:** 4.6/5.0 **Total Reviews:** 689 **How Do G2 Users Rate Allego?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.3/10) - **Integration:** 8.8/10 (Category avg: 8.7/10) - **Employee Structure:** 8.6/10 (Category avg: 8.6/10) - **Dashboards:** 8.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Allego?** - **Seller:** [Allego](https://www.g2.com/sellers/allego) - **Company Website:** https://www.allego.com - **Year Founded:** 2013 - **HQ Location:** Waltham, Massachusetts - **Twitter:** @allegosoftware (1,043 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4994402 (213 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Sales Enablement Manager - **Top Industries:** Financial Services, Computer Software - **Company Size:** 44% Mid-Market, 39% Enterprise #### What Are Allego's Pros and Cons? **Pros:** - Ease of Use (106 reviews) - Helpful (61 reviews) - Customer Support (58 reviews) - Intuitive (55 reviews) - Time-saving (41 reviews) **Cons:** - Learning Curve (27 reviews) - Missing Features (21 reviews) - Not Intuitive (15 reviews) - Poor Organization (15 reviews) - Not User-Friendly (12 reviews) ### What Do G2 Reviewers Say About Allego? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Allego, enjoying its intuitive interface and smooth integration of resources. - Users appreciate the **engaging interactive courses** and top-notch customer service offered by Allego, enhancing their experience. - Users praise Allego for its **excellent customer support** , noting their responsiveness and helpful solutions for various needs. - Users cherish the **intuitive design** of Allego, enhancing training and team alignment for better productivity. - Users highlight Allego's **significant time-saving capabilities** , enabling faster insights and efficient training across teams. **Cons:** - Users find the **learning curve steep** , with a cluttered interface and inadequate documentation posing challenges for beginners. - Users desire **more detailed video editing features** , improved analytics, and solutions for broken links and obstructive pop-out windows. - Users find the **cluttered and confusing interface** of Allego challenging, especially for newcomers learning the software. - Users find the **poor organization** of Allego's interface leads to confusion and overwhelms new users. - Users find Allego's interface to be **not user-friendly** , making navigation challenging, especially for newcomers. #### What Are Recent G2 Reviews of Allego? **"[Easy to Use with Stellar Support and AI-Driven Features](https://www.g2.com/survey_responses/allego-review-12798968)"** **Rating:** 4.5/5.0 stars *— Jeniffer G.* [Read full review](https://www.g2.com/survey_responses/allego-review-12798968) --- **"[Allego Boosts Sales Execution with Training, Coaching, and Peer Learning](https://www.g2.com/survey_responses/allego-review-13032529)"** **Rating:** 4.5/5.0 stars *— Giovane P.* [Read full review](https://www.g2.com/survey_responses/allego-review-13032529) --- #### What Are G2 Users Discussing About Allego? - [What is Allego used for?](https://www.g2.com/discussions/what-is-allego-used-for) ### 15. [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) Backstory (formerly People.ai) is the Revenue Answers Platform for GTM leaders. Revenue leaders ask the same questions every day: Is this deal real? Where's my risk? What do I focus on next? Backstory gives you straight answers - grounded in 100% of actual revenue activity, not CRM guesses. With more than a decade of training AI models on billions of sales interactions, Backstory connects every signal to the right accounts and opportunities and delivers answers where you already work - whether that's your CRM, Claude, Copilot, or other AI tools you already use. With Backstory, you can: - Know which deals are real and which are at risk, without waiting for rep updates - Get forecast answers you can defend, backed by actual activity data - Ask revenue questions directly in the AI tools your team already uses - See exactly what's happening across your pipeline and what to do next Sales leaders from Red Hat, Palo Alto Networks, Iron Mountain, TransUnion, Five9, and Randstad rely on Backstory to drive trillions in pipeline and revenue. Recognized by Gartner and Forrester, the Inc. 5000, Y Combinator Top Companies, and Forbes AI 50. Based in San Francisco and backed by ICONIQ Capital, Andreessen Horowitz, and Lightspeed Venture Partners. **Average Rating:** 4.5/5.0 **Total Reviews:** 607 **How Do G2 Users Rate Backstory?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.3/10) - **Integration:** 8.9/10 (Category avg: 8.7/10) - **Employee Structure:** 8.7/10 (Category avg: 8.6/10) - **Dashboards:** 9.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Backstory?** - **Seller:** [Backstory](https://www.g2.com/sellers/backstory-028935a9-8328-404d-9b5c-6a5ddb3bfe2d) - **Company Website:** https://www.backstory.ai/ - **Year Founded:** 2016 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/backstory-ai/ (85 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Enterprise, 39% Mid-Market #### What Are Backstory's Pros and Cons? **Pros:** - Helpful (3 reviews) - CRM Integration (2 reviews) - Customer Support (2 reviews) - Customization (2 reviews) - Ease of Use (2 reviews) ### What Do G2 Reviewers Say About Backstory? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **helpful customer success team** at People.ai, enhancing collaboration and support throughout the experience. - Users commend the **seamless CRM integration** of People.ai, enhancing sales management and driving better decision-making. - Users praise the **responsive customer support** of People.ai, highlighting their commitment to success and seamless integration. - Users love the **customization options** with People.ai, promoting seamless integration and tailored insights for improved sales management. - Users find **Backstory's ease of use** exceptional, enjoying seamless integration and intuitive functionality throughout their workflow. #### What Are Recent G2 Reviews of Backstory? **"[People.ai Transformed Our Sales Motion with Actionable Insights.](https://www.g2.com/survey_responses/backstory-review-12242339)"** **Rating:** 5.0/5.0 stars *— Jonathan B.* [Read full review](https://www.g2.com/survey_responses/backstory-review-12242339) --- **"[Stellar Partnership and Streamlined Sales Processes](https://www.g2.com/survey_responses/backstory-review-12242865)"** **Rating:** 5.0/5.0 stars *— Jamie C.* [Read full review](https://www.g2.com/survey_responses/backstory-review-12242865) --- #### What Are G2 Users Discussing About Backstory? - [What is People.ai used for?](https://www.g2.com/discussions/what-is-people-ai-used-for) - [What is PeopleGlass used for?](https://www.g2.com/discussions/what-is-peopleglass-used-for) ### 16. [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: 9.3/10) - **Integration:** 9.4/10 (Category avg: 8.7/10) - **Employee Structure:** 8.2/10 (Category avg: 8.6/10) - **Dashboards:** 9.1/10 (Category avg: 8.8/10) **Who Is the Company Behind Scratchpad?** - **Seller:** [Scratchpad](https://www.g2.com/sellers/scratchpad) - **Company Website:** https://scratchpad.com - **Year Founded:** 2020 - **HQ Location:** Covina, US - **Twitter:** @Scratchpad (453 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/scratchpad-ae/about/ (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% Mid-Market, 21% Small-Business #### What Are Scratchpad's Pros and Cons? **Pros:** - CRM Integration (4 reviews) - Customizability (4 reviews) - Customization (4 reviews) - Helpful (4 reviews) - Business Management (3 reviews) **Cons:** - Missing Features (2 reviews) - Subscription Cost (2 reviews) - Add-On Issues (1 reviews) - App Issues (1 reviews) - Complexity (1 reviews) ### 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 ### 17. [Apollo.io](https://www.g2.com/products/apollo-io/reviews) Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs. **Average Rating:** 4.7/5.0 **Total Reviews:** 9,359 **How Do G2 Users Rate Apollo.io?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.3/10) - **Integration:** 8.4/10 (Category avg: 8.7/10) - **Employee Structure:** 8.4/10 (Category avg: 8.6/10) - **Dashboards:** 8.5/10 (Category avg: 8.8/10) **Who Is the Company Behind Apollo.io?** - **Seller:** [Apollo.io](https://www.g2.com/sellers/apollo-io) - **Company Website:** https://www.apollo.io/ - **Year Founded:** 2015 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 67% Small-Business, 29% Mid-Market #### What Are Apollo.io's Pros and Cons? **Pros:** - Ease of Use (1587 reviews) - Lead Generation (1349 reviews) - Features (1321 reviews) - Helpful (1317 reviews) - Time-saving (1123 reviews) **Cons:** - Missing Features (559 reviews) - Inaccurate Data (469 reviews) - Learning Curve (458 reviews) - Limited Features (431 reviews) - Data Inaccuracy (420 reviews) ### What Do G2 Reviewers Say About Apollo.io? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Apollo.io, enjoying a simple interface that streamlines their workflow. - Users highlight Apollo.io for its **streamlined lead generation** , enhancing accessibility and efficiency in sales prospecting. - Users value the **comprehensive database and seamless automation** of Apollo.io for efficient prospecting and support. - Users appreciate the **mass automation and personalization** features of Apollo.io, significantly enhancing their outreach efficiency. - Users value the **time-saving automation** of Apollo.io, streamlining outreach and enhancing overall productivity. **Cons:** - Users find the **limited CRM integration** options frustrating, wishing for more features in the basic plan. - Users experience **inaccurate data** on Apollo.io, requiring manual verification and leading to unreliable contact information. - Users find the **learning curve steep** and the UI clunky, making effective navigation challenging. - Users find Apollo.io's **limited features** restrictive, particularly regarding CRM integrations and sequence allowances in cheaper plans. - Users experience **data inaccuracy** with Apollo.io, finding outdated or incorrect contact information hampers effective outreach efforts. #### What Are Recent G2 Reviews of Apollo.io? **"[Apollo.io’s All-in-One Sales Platform That Supercharges Efficiency](https://www.g2.com/survey_responses/apollo-io-review-13069391)"** **Rating:** 4.5/5.0 stars *— Sunny S.* [Read full review](https://www.g2.com/survey_responses/apollo-io-review-13069391) --- **"[One Platform for Prospecting, Outreach, and Pipeline Growth](https://www.g2.com/survey_responses/apollo-io-review-12951676)"** **Rating:** 4.5/5.0 stars *— Satya R.* [Read full review](https://www.g2.com/survey_responses/apollo-io-review-12951676) --- #### What Are G2 Users Discussing About Apollo.io? - [What unique capabilities does Apollo.io offer for streamlining sales and marketing workflows?](https://www.g2.com/discussions/what-unique-capabilities-does-apollo-io-offer-for-streamlining-sales-and-marketing-workflows) - 4 comments, 2 upvotes - [What is Apollo.io used for?](https://www.g2.com/discussions/apollo-io-what-is-apollo-io-used-for) - 6 comments, 3 upvotes - [How do I remove my information from Apollo io?](https://www.g2.com/discussions/how-do-i-remove-my-information-from-apollo-io) - 4 comments, 1 upvote - [Is Apollo IO free?](https://www.g2.com/discussions/is-apollo-io-free) - 10 comments, 5 upvotes - [What is Apollo io?](https://www.g2.com/discussions/what-is-apollo-io) - 3 comments, 1 upvote ### 18. [Oracle Sales Performance Management](https://www.g2.com/products/oracle-sales-performance-management/reviews) Oracle Sales Performance Management is a comprehensive solution designed to enhance sales effectiveness by aligning individual sales goals with overarching company strategies. Leveraging a robust data foundation and machine learning capabilities, it offers advanced tools for incentive compensation, quota management, and territory management, enabling organizations to drive sustained, profitable revenue growth. Key Features and Functionality: - Territory Management: Create and optimize sales territories based on various factors such as geography, business units, product lines, and industries. Utilize powerful what-if analysis to ensure balanced and effective sales coverage. - Quota Management: Align sales quotas with company objectives and individual seller goals. Implement advanced quota planning and allocation methodologies, including top-down, bottom-up, and waterfall approaches, to set equitable and achievable targets. - Incentive Compensation: Design and administer complex variable compensation plans with accuracy. Integrate seamlessly with ERP and HCM systems to ensure precise compensation crediting and leverage what-if modeling tools to analyze and optimize compensation scenarios. - Sales Performance Dashboards: Monitor and track sales performance dynamically with real-time data. Utilize configurable dashboards to gain insights into individual and team metrics, facilitating informed decision-making and performance optimization. Primary Value and Solutions Provided: Oracle Sales Performance Management addresses common sales performance challenges by providing a unified platform that connects key selling processes with back-office operations. By automating and optimizing territory assignments, quota allocations, and incentive compensation plans, it empowers sales organizations to: - Increase Revenue: Align individual sales efforts with company strategies to drive higher sales performance and revenue growth. - Enhance Sales Efficiency: Reduce administrative overhead and errors through automation, allowing sales teams to focus more on selling and less on administrative tasks. - Motivate Sales Teams: Implement fair and transparent compensation plans that incentivize desired behaviors and performance, leading to a more engaged and productive sales force. By integrating these capabilities, Oracle Sales Performance Management enables organizations to build high-performing sales teams that are well-equipped to meet and exceed their sales objectives. **Average Rating:** 4.0/5.0 **Total Reviews:** 109 **How Do G2 Users Rate Oracle Sales Performance Management?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.3/10) - **Integration:** 7.7/10 (Category avg: 8.7/10) - **Employee Structure:** 8.0/10 (Category avg: 8.6/10) - **Dashboards:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Oracle Sales Performance Management?** - **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:** Information Technology and Services, Computer Software - **Company Size:** 42% Enterprise, 33% Small-Business #### What Are Oracle Sales Performance Management's Pros and Cons? **Pros:** - Efficiency (5 reviews) - Reporting (5 reviews) - Automation (4 reviews) - Ease of Use (4 reviews) - Features (3 reviews) **Cons:** - Learning Curve (8 reviews) - Difficult Learning (5 reviews) - Not Intuitive (5 reviews) - Complexity (4 reviews) - Expensive (4 reviews) ### What Do G2 Reviewers Say About Oracle Sales Performance Management? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency of automation** in Oracle Sales Performance Management, streamlining compensation and performance tracking seamlessly. - Users appreciate the **customizable and comprehensive reporting tools** in Oracle Sales Performance Management for tracking performance effectively. - Users value the **advanced automation** capabilities of Oracle Sales Performance Management, enhancing efficiency in sales and goal tracking. - Users find Oracle Sales Performance Management to be **very easy to use** , with helpful tutorials and reliable functionality. - Users appreciate the **powerful tools for metrics management** , enhancing efficiency in sales, commissions, and goal tracking. **Cons:** - Users find the **steep learning curve** of Oracle Sales Performance Management challenging, especially for newcomers and small businesses. - Users find the **difficult learning curve** of Oracle Sales Performance Management challenging, especially for new users without training. - Users find the **interface non-intuitive** , leading to a steep learning curve and complexity for new users. - Users find the **complexity of setup and customization** challenging, especially for new users unfamiliar with the system. - Users find the product **expensive** , making it challenging for small businesses due to high training costs. #### What Are Recent G2 Reviews of Oracle Sales Performance Management? **"[Drives Sales Success with Real-Time Insights and Motivation](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11096335)"** **Rating:** 4.5/5.0 stars *— Sarita B.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11096335) --- **"[Fully Connected Service That Works Well](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11207352)"** **Rating:** 4.0/5.0 stars *— Diwakar S.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11207352) --- #### What Are G2 Users Discussing About Oracle Sales Performance Management? - [What are the benefits and drawbacks of using Oracle Sales Performance Management, and what advice would you give to new users?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-oracle-sales-performance-management-and-what-advice-would-you-give-to-new-users) - 1 comment - [What is Oracle Sales Performance Management used for?](https://www.g2.com/discussions/what-is-oracle-sales-performance-management-used-for) - 1 comment ### 19. [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:** 3,500 **How Do G2 Users Rate Outreach?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.3/10) - **Integration:** 8.7/10 (Category avg: 8.7/10) - **Employee Structure:** 8.4/10 (Category avg: 8.6/10) - **Dashboards:** 8.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Outreach?** - **Seller:** [Outreach](https://www.g2.com/sellers/outreach) - **Company Website:** https://www.outreach.io/demo - **Year Founded:** 2014 - **HQ Location:** Seattle, WA - **Twitter:** @outreach_io (7,689 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3559595/ (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% Mid-Market, 22% Enterprise #### What Are Outreach's Pros and Cons? **Pros:** - Ease of Use (80 reviews) - Automation (49 reviews) - Helpful (47 reviews) - Features (41 reviews) - Time-saving (41 reviews) **Cons:** - Missing Features (32 reviews) - Learning Curve (23 reviews) - Limitations (21 reviews) - Limited Customization (19 reviews) - Integration Issues (16 reviews) ### 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) --- ### 20. [Ambition](https://www.g2.com/products/ambition/reviews) Ambition is a comprehensive sales coaching and performance platform designed to empower frontline sales managers within enterprise organizations. This innovative solution focuses on enhancing the effectiveness of sales teams by leveraging data-driven coaching, streamlined workflows, and AI-powered insights. By prioritizing the role of the frontline sales manager, Ambition aims to drive consistent revenue growth and improve overall sales performance. Targeting enterprise-level organizations across various high-growth industries, including cybersecurity, SaaS, and telecom, Ambition addresses the unique challenges faced by sales teams in these environments. The platform is particularly beneficial for organizations looking to close performance gaps and elevate mid-level performers through impactful coaching conversations. By automating time-consuming preparatory tasks, Ambition allows managers to dedicate more time to coaching and mentoring their teams, transforming routine one-on-one meetings into meaningful opportunities for development. Ambition's key features include coaching orchestration tools that facilitate effective weekly one-on-ones, agenda management, and integrated pipeline snapshots. These capabilities enable sales managers to conduct thorough check-ins and follow-up action items seamlessly. Additionally, the platform supports managed programs with company-wide templates and workflows, streamlining onboarding processes for new sales representatives and managers. This structured approach not only shortens ramp-up time but also accelerates quota attainment and enhances productivity across the team. Another significant aspect of Ambition is its pipeline intelligence feature, which provides valuable insights through AI-generated summaries and documented reviews. This functionality ensures that all pipeline activities are easily accessible for team evaluations, fostering a collaborative environment. Furthermore, Ambition incorporates sales motivation and gamification elements, such as automated competitions, leaderboards, and accolades, to drive accountability and motivation among team members. By utilizing these features, organizations can create a high-performance culture that encourages continuous improvement and recognizes individual contributions. Ambition stands out in its category by delivering measurable business outcomes, such as increased sales activity and success metrics, reduced manual preparation time, and improved employee retention rates. The platform integrates seamlessly with existing sales technology stacks, including Salesforce and Gong, ensuring a smooth implementation process. By positioning itself as a strategic partner in building a culture of sales excellence, Ambition empowers organizations to maximize the impact of frontline managers, ultimately driving sustainable revenue growth and continuous performance enhancement. **Average Rating:** 4.6/5.0 **Total Reviews:** 573 **How Do G2 Users Rate Ambition?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.3/10) - **Integration:** 9.3/10 (Category avg: 8.7/10) - **Employee Structure:** 9.3/10 (Category avg: 8.6/10) - **Dashboards:** 9.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Ambition?** - **Seller:** [Ambition](https://www.g2.com/sellers/ambition) - **Company Website:** https://ambition.com - **Year Founded:** 2013 - **HQ Location:** Chattanooga, Tennesse - **Twitter:** @AmbitionSales (2,574 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3012381/ (69 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, 27% Enterprise #### What Are Ambition's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Helpful (8 reviews) - Visibility (5 reviews) - Efficiency (4 reviews) - Performance Review (4 reviews) **Cons:** - Missing Features (5 reviews) - Tool Limitations (4 reviews) - Data Management Issues (3 reviews) - Difficult Navigation (2 reviews) - Information Overload (2 reviews) ### What Do G2 Reviewers Say About Ambition? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Ambition, finding it simple to navigate and set up effectively. - Users find Ambition **simple and intuitive** , providing helpful insights and enhancing focus on performance metrics. - Users appreciate the **visibility of metrics** in Ambition, allowing for real-time tracking and focused performance improvement. - Users praise Ambition for its **efficiency in tracking progress** , enabling better focus on productivity and streamlined workflows. - Users praise Ambition for its **real-time sales performance tracking** , motivating features, and alignment with leadership goals. **Cons:** - Users feel the **missing features** hinder functionality and modernization, suggesting improvements for a better experience. - Users are frustrated by the **limited functionality** of Ambition, particularly with data population and scorecard layouts. - Users experience **data management issues** with Ambition, resulting in discrepancies and confusion among sales representatives. - Users find the **difficult navigation** in Ambition hinders ease of use when setting challenges and metrics. - Users find the **information overload** in Ambition overwhelming, making it challenging to fully grasp all tools and features. #### What Are Recent G2 Reviews of Ambition? **"[Boosts Business Development with Better Client Interaction and Organization](https://www.g2.com/survey_responses/ambition-review-12715306)"** **Rating:** 4.0/5.0 stars *— Charles V.* [Read full review](https://www.g2.com/survey_responses/ambition-review-12715306) --- **"[Ambition in the Digital Sales World](https://www.g2.com/survey_responses/ambition-review-6572304)"** **Rating:** 4.5/5.0 stars *— Nick M.* [Read full review](https://www.g2.com/survey_responses/ambition-review-6572304) --- #### What Are G2 Users Discussing About Ambition? - [What is Ambition used for?](https://www.g2.com/discussions/what-is-ambition-used-for) ### 21. [LeadSquared Sales CRM](https://www.g2.com/products/leadsquared-sales-crm/reviews) LeadSquared is a Sales Automation SaaS platform helping 2000+ organizations globally to drive sales efficiency at scale. LeadSquared has built a global, best-in-class CRM platform that takes away the guesswork from sales execution and makes efficiency the focus of every customer interaction, no matter how complex the customer journey is. The software automatically captures leads from all your channels, manages them intelligently, and transfers them to the right teams (and people), ensuring zero lead leakage and zero missed opportunities. Businesses that have achieved growth with LeadSquared include higher education institutes, edtech, financial services, healthcare, and marketplaces, among others. The company is headquartered in Bengaluru, India, with a local presence, in the United States, the Philippines, South Africa, Australia, Singapore and Indonesia. **Average Rating:** 4.5/5.0 **Total Reviews:** 293 **How Do G2 Users Rate LeadSquared Sales CRM?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.3/10) - **Integration:** 9.1/10 (Category avg: 8.7/10) - **Employee Structure:** 9.1/10 (Category avg: 8.6/10) - **Dashboards:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind LeadSquared Sales CRM?** - **Seller:** [LeadSquared](https://www.g2.com/sellers/leadsquared) - **Year Founded:** 2011 - **HQ Location:** Bangalore - **Twitter:** @LeadSquared (1,470 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2502171/ (1,089 employees on LinkedIn®) - **Phone:** 848-248-4002 **Who Uses This Product?** - **Who Uses This:** Inside sales specialist, Business Analyst - **Top Industries:** Education Management, Financial Services - **Company Size:** 54% Mid-Market, 28% Enterprise #### What Are LeadSquared Sales CRM's Pros and Cons? **Pros:** - Lead Management (34 reviews) - Ease of Use (27 reviews) - Lead Generation (22 reviews) - Efficiency (17 reviews) - Intuitive (16 reviews) **Cons:** - Slow Loading (12 reviews) - Learning Curve (10 reviews) - Slow Performance (10 reviews) - Missing Features (9 reviews) - Slow Speed (9 reviews) ### What Do G2 Reviewers Say About LeadSquared Sales CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficient lead management** of LeadSquared, enhancing organization and reducing manual tasks in their sales process. - Users find LeadSquared Sales CRM to be highly **user-friendly** , simplifying workflows and enhancing productivity in sales management. - Users value the **efficient lead generation** capabilities of LeadSquared, enhancing tracking and nurturing throughout the sales process. - Users commend the **efficiency** of LeadSquared Sales CRM, which streamlines tasks and automates reminders for better productivity. - Users find the **intuitive interface** of LeadSquared makes managing leads and workflows effortless and efficient. **Cons:** - Users experience **slow loading** issues and delays in customer support responses, impacting efficiency and frustration during usage. - Users experience a **steep learning curve** with LeadSquared due to its initial lack of intuitiveness and slow performance. - Users often experience **slow performance** with LeadSquared, particularly when handling large datasets or facing server issues. - Users point out the **missing AI integration** in LeadSquared Sales CRM, alongside performance and reporting limitations affecting usability. - Users find the **slow speed** of LeadSquared Sales CRM frustrating, especially when managing complex automations and large data. #### What Are Recent G2 Reviews of LeadSquared Sales CRM? **"[Simplifies Lead Tracking Across Multiple Channels](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013)"** **Rating:** 4.5/5.0 stars *— Megha A.* [Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013) --- **"[Simple, Time-Saving Tool](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13077867)"** **Rating:** 5.0/5.0 stars *— Vikas G.* [Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13077867) --- #### What Are G2 Users Discussing About LeadSquared Sales CRM? - [What is LeadSquared Sales + Mobile CRM used for?](https://www.g2.com/discussions/what-is-leadsquared-sales-mobile-crm-used-for) - 3 comments - [Is LeadSquared a good company?](https://www.g2.com/discussions/is-leadsquared-a-good-company) - 2 comments - [What is Mobile CRM and why is it important?](https://www.g2.com/discussions/what-is-mobile-crm-and-why-is-it-important) - 1 comment - [How much is LeadSquared?](https://www.g2.com/discussions/how-much-is-leadsquared) - [What is CRM in LeadSquared?](https://www.g2.com/discussions/what-is-crm-in-leadsquared) ### 22. [Vymo Engage IQ](https://www.g2.com/products/vymo-engage-iq/reviews) Vymo is the leading sales engagement platform for financial service institutions to improve sales productivity and engagement effectiveness. The platform solves over 18 deep industry-relevant use cases for frontline personnel, sales managers, and business heads through intelligent nudges and industry playbooks. 65+ global enterprises such as Berkshire Hathaway, BNP Paribas, AIA, Generali, and HDFC Bank have deployed the platform to deliver actionable, objective insights to its executive and their teams. Established in 2013 with offices in the USA, India, Japan, Singapore, & Hong Kong, Vymo is recognized by Gartner® and Forrester as a Representative Vendor for numerous sales technology reports and is funded by Bertelsmann India Investments, Emergence Capital, and Sequoia Capital. **Average Rating:** 4.6/5.0 **Total Reviews:** 149 **How Do G2 Users Rate Vymo Engage IQ?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.3/10) **Who Is the Company Behind Vymo Engage IQ?** - **Seller:** [Vymo](https://www.g2.com/sellers/vymo) - **Year Founded:** 2013 - **HQ Location:** Sunnyvale, US - **Twitter:** @TeamVymo (166 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vymo/ (324 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Relationship Manager - **Top Industries:** Insurance, Banking - **Company Size:** 69% Enterprise, 18% Small-Business #### What Are Vymo Engage IQ's Pros and Cons? **Pros:** - Lead Management (1 reviews) ### What Do G2 Reviewers Say About Vymo Engage IQ? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **lead tracking capabilities** of Vymo Engage IQ, helping streamline their sales processes effectively. #### What Are Recent G2 Reviews of Vymo Engage IQ? **"[VYMO - Better solution for online business drive](https://www.g2.com/survey_responses/vymo-engage-iq-review-8157373)"** **Rating:** 5.0/5.0 stars *— Radha R.* [Read full review](https://www.g2.com/survey_responses/vymo-engage-iq-review-8157373) --- **"[It's good for track my daily activity](https://www.g2.com/survey_responses/vymo-engage-iq-review-7496855)"** **Rating:** 5.0/5.0 stars *— Subrat B.* [Read full review](https://www.g2.com/survey_responses/vymo-engage-iq-review-7496855) --- ### 23. [SalesScreen](https://www.g2.com/products/salesscreen/reviews) SalesScreen is the leading sales gamification software, built to help sales leaders drive engagement, motivation, and performance across their teams. Whether you’re managing a team of high-achievers or looking for ways to boost middle and bottom performers, SalesScreen’s gamification platform provides the right tools to unlock their potential. With real-time performance tracking, interactive competitions, personal milestone celebrations, a customizable reward shop, and data-driven coaching, we help sales teams stay motivated, achieve their goals, and enjoy the journey to success. Headquartered in Oslo, Norway, and founded in 2011, SalesScreen has helped companies worldwide transform the way they motivate and manage their sales teams. Why SalesScreen? Motivation isn’t one-size-fits-all. With SalesScreen, managers can use tailored gamification mechanics to engage their teams through friendly competition, personalized rewards, and instant recognition—boosting both individual and team performance. 🔑 Real-time Sales Competitions – Drive excitement and healthy competition with dynamic challenges that keep reps engaged. SalesScreen offers individual and team-based competitions with live leaderboards, automated updates, and multiple goal-setting formats, ensuring that everyone—from top performers to those needing a push—stays motivated. 🔑 Fully Customizable Dashboards & Data Visualization – Sales gamification software should offer more than just points and badges. SalesScreen provides complete visibility into performance analytics, enabling managers to make data-driven decisions, identify performance gaps, and provide timely support to reps who need it most. 🔑 Social & Interactive Recognition – SalesScreen’s live social feed celebrates every win—big or small—creating a culture of recognition and motivation. Whether it’s a top performer crushing their quota or a middle performer making steady progress, every milestone is celebrated, keeping morale high. 🔑 Reward Shop with Meaningful Incentives – The most effective sales gamification software goes beyond virtual badges. SalesScreen allows companies to create customized reward programs, featuring gift cards, branded merchandise, and real prizes that drive participation and keep teams engaged. Reps don’t just compete; they work toward rewards that truly matter to them. 🔑 Sales Coaching & Performance Insights – Coaching is key to helping middle and bottom performers grow into high achievers. SalesScreen provides performance insights, progress tracking, and data-backed coaching tools that help managers give personalized feedback. Identify areas of improvement, track progress over time, and turn sales gamification into a tool for continuous skill development. 🔑 Seamless Access on Web, Mobile, and SalesScreen TV – Keep your team engaged no matter where they are. Whether they’re in the office, on the move, or working remotely, SalesScreen ensures consistent motivation through mobile-friendly access and real-time updates. Are you a sales leader facing challenges in your team's performance and struggling to solve their pain points? Take our interactive quiz to uncover your sales pain points and unlock the solutions with SalesSolve: https://www.salesscreen.com/salessolve/ **Average Rating:** 4.7/5.0 **Total Reviews:** 484 **How Do G2 Users Rate SalesScreen?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.3/10) - **Integration:** 8.6/10 (Category avg: 8.7/10) - **Employee Structure:** 8.7/10 (Category avg: 8.6/10) - **Dashboards:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind SalesScreen?** - **Seller:** [Dogu SalesScreen AS](https://www.g2.com/sellers/dogu-salesscreen-as) - **Company Website:** https://www.salesscreen.com - **Year Founded:** 2014 - **HQ Location:** Oslo, Norway - **Twitter:** @salesscreen (5,561 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/salesscreen/ (44 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Manager, Disposition Agent - **Top Industries:** Insurance, Real Estate - **Company Size:** 48% Mid-Market, 28% Small-Business #### What Are SalesScreen's Pros and Cons? **Pros:** - Ease of Use (55 reviews) - Motivation (46 reviews) - Team Collaboration (36 reviews) - Sales Management (35 reviews) - Helpful (34 reviews) **Cons:** - Data Management Issues (17 reviews) - Missing Features (17 reviews) - Learning Curve (10 reviews) - Integration Issues (9 reviews) - Access Issues (8 reviews) ### What Do G2 Reviewers Say About SalesScreen? *AI-generated summary from verified user reviews* **Pros:** - Users find SalesScreen's **ease of use** impressive, allowing quick navigation and clear display of results and targets. - Users find **visual stats and competition** motivating, driving them to make extra calls and achieve their goals. - Users value the **enhanced team collaboration** in SalesScreen, fostering engagement and a competitive spirit across branches. - Users value the **fun and interactive approach** of SalesScreen, which enhances team dynamics and boosts sales performance. - Users enjoy the **engaging gamification features** of SalesScreen, greatly enhancing motivation and team dynamics in sales. **Cons:** - Users experience **data management issues** with SalesScreen, leading to confusion and dependency on manual data extraction. - Users find the **messaging system cumbersome** due to complicated access to promotions and scoring reports. - Users find the **learning curve steep** , with a lack of walkthroughs and training resources making navigation challenging. - Users experience significant **integration issues** with SalesScreen and Salesforce, complicating tracking and data accuracy. - Users face **access issues** that hinder team engagement, complicating user enrollment and causing login errors. #### What Are Recent G2 Reviews of SalesScreen? **"[Gamification That Keeps Our Team Motivated with Real-Time Performance Tracking](https://www.g2.com/survey_responses/salesscreen-review-12782362)"** **Rating:** 5.0/5.0 stars *— Heribert E.* [Read full review](https://www.g2.com/survey_responses/salesscreen-review-12782362) --- **"[High-Energy Sales Gamification with Clear Leaderboards and Dashboards](https://www.g2.com/survey_responses/salesscreen-review-12618482)"** **Rating:** 5.0/5.0 stars *— Ellen C.* [Read full review](https://www.g2.com/survey_responses/salesscreen-review-12618482) --- #### What Are G2 Users Discussing About SalesScreen? - [What is SalesScreen used for?](https://www.g2.com/discussions/what-is-salesscreen-used-for) ### 24. [Terret.ai](https://www.g2.com/products/terret-ai/reviews) Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret. **Average Rating:** 4.4/5.0 **Total Reviews:** 611 **How Do G2 Users Rate Terret.ai?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10) **Who Is the Company Behind Terret.ai?** - **Seller:** [Terret ](https://www.g2.com/sellers/terret) - **Company Website:** https://terret.ai/ - **Year Founded:** 2018 - **HQ Location:** Santa Clara, CA - **Twitter:** @terret_ai - **LinkedIn® Page:** https://www.linkedin.com/company/boostup-ai/ (50 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:** 64% Mid-Market, 32% Enterprise #### What Are Terret.ai's Pros and Cons? **Pros:** - Forecasting Ease (31 reviews) - Analytics (22 reviews) - Efficiency (19 reviews) - Easy Access (17 reviews) - Updates (17 reviews) **Cons:** - Salesforce Integration (31 reviews) - Integration Issues (17 reviews) - Forecasting Issues (16 reviews) - Inadequate Reporting (12 reviews) - Difficult Reporting (10 reviews) ### What Do G2 Reviewers Say About Terret.ai? *AI-generated summary from verified user reviews* **Pros:** - Users find **forecasting easy** with Terret.ai, enjoying seamless integration and clear visibility of their renewals and opportunities. - Users appreciate the **powerful analytics** of Terret.ai, enhancing decision-making through quick and customizable dashboard insights. - Users value the **efficiency** of Terret.ai, greatly improving productivity and simplifying pipeline management for their companies. - Users appreciate the **easy access** to comprehensive business insights through a single, well-organized dashboard. - Users value the **seamless integration with SFDC** , enhancing efficiency in updating records and forecasting. **Cons:** - Users experience **connection issues with Salesforce** , leading to lags and difficulties in data refresh rates. - Users experience **integration issues** with Salesforce that complicate syncing and updating data, impacting overall user experience. - Users find **forecasting issues** with Terret.ai due to limitations in hierarchy and Salesforce data cleanliness affecting functionality. - Users find the **reporting capabilities inadequate** , highlighting a need for greater flexibility and precision in tracking forecasts. - Users note that **difficult reporting** limits flexibility and complicates tracking of forecast accuracy across currencies and categories. #### What Are Recent G2 Reviews of Terret.ai? **"[Revolutionized Our Pipeline Management](https://www.g2.com/survey_responses/terret-ai-review-12596787)"** **Rating:** 4.0/5.0 stars *— Kody E.* [Read full review](https://www.g2.com/survey_responses/terret-ai-review-12596787) --- **"[Boostup is a great tool to have everything in one place! Love it](https://www.g2.com/survey_responses/terret-ai-review-8403565)"** **Rating:** 5.0/5.0 stars *— Ronny B.* [Read full review](https://www.g2.com/survey_responses/terret-ai-review-8403565) --- #### What Are G2 Users Discussing About Terret.ai? - [What is BoostUp.ai used for?](https://www.g2.com/discussions/what-is-boostup-ai-used-for) ### 25. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,834 **How Do G2 Users Rate Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.3/10) - **Integration:** 8.5/10 (Category avg: 8.7/10) - **Employee Structure:** 8.5/10 (Category avg: 8.6/10) - **Dashboards:** 8.6/10 (Category avg: 8.8/10) **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 (271 reviews) - Features (172 reviews) - Integrations (140 reviews) - Lead Management (116 reviews) - Easy Integrations (115 reviews) **Cons:** - Learning Curve (112 reviews) - Limited Features (71 reviews) - Integration Issues (70 reviews) - Complexity (68 reviews) - Poor Customer Support (67 reviews) ### What Do G2 Reviewers Say About Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive. - Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience. - Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly. - Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications. - Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools. **Cons:** - Users find the **learning curve challenging** , especially with advanced features that require time to master. - Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems. - Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality. - Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems. - Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries. #### What Are Recent G2 Reviews of Zoho CRM? **"[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)"** **Rating:** 5.0/5.0 stars *— Rohit B.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297) --- **"[Zoho CRM: Powerful, Easy-to-Use Platform with Great Automation and Integrations](https://www.g2.com/survey_responses/zoho-crm-review-13076752)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13076752) --- #### 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 ## What Is Sales Performance Management Software? [Sales Acceleration Software](https://www.g2.com/categories/sales-acceleration) ## What Software Categories Are Similar to Sales Performance Management Software? - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) --- ## How Do You Choose the Right Sales Performance Management Software? ### What You Should Know About Sales Performance Management Software ### Sales performance management software buying insights at a glance [Sales performance management software](https://www.g2.com/categories/sales-performance-management) helps revenue teams monitor and improve rep performance by centralizing quota attainment, pipeline health, forecasting signals, and coaching metrics in one operational system. As organizations scale across territories, segments, and hybrid go-to-market motions, this category has become essential for sales leadership and RevOps teams that need visibility into performance drivers, not just outcomes. In strong implementations, sales performance management software functions like a performance infrastructure, connecting CRM activity, progress toward goals, and rep-level insights into a standardized framework that helps teams stay aligned and execute consistently. Buyers often turn to sales performance management tools to reduce manual performance tracking, standardize [KPI](https://www.g2.com/articles/kpi-key-performance-indicator) definitions across teams, and create a more consistent coaching rhythm for managers. Across sales performance management software reviews, users repeatedly emphasize the value of real-time dashboard visibility, clearer performance trend tracking, and faster workflows for monitoring quota progress and pipeline movement.  Based on review patterns, buyers typically achieve the most value when these platforms are used as part of a weekly operating cadence (forecast calls, 1:1s, pipeline reviews), rather than as passive reporting dashboards. Pricing varies depending on the level of analytics sophistication, forecasting depth, admin controls, and integration scope (e.g., [CRM](https://www.g2.com/categories/CRM), [BI tools](https://www.g2.com/categories/business-intelligence), [data warehouses](https://www.g2.com/categories/data-warehouse)). Many vendors offer tiered per-user subscription plans, while others add pricing based on advanced reporting modules, feature bundles, or enterprise governance needs. Implementation services, data cleanup, and ongoing admin support are common cost factors that teams include when estimating the total cost of ownership. When shopping for the best sales performance management software, these are some buyer intent questions to ask: ### Top 5 FAQs from software buyers: - What features should I look for in the best sales performance management software for my sales org? - How do sales performance tools connect rep performance data to coaching decisions? - What is sales performance management software, and how does it differ from CRM reporting? - How long does it take to implement sales performance management software and integrate CRM data? - What should I look for in sales performance management software reviews when comparing vendors? G2's top-rated Sales Performance Management Software, based on verified reviews, includes [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews), [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews), [Pipedrive](https://www.g2.com/products/pipedrive/reviews), and [Performio](https://www.g2.com/products/performio/reviews). [(Source 2)](https://company.g2.com/news/g2-winter-2026-reports) ### What are the top-reviewed sales performance management software on G2? [**Salesforce Sales Cloud**](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Reviews: 2662 - Satisfaction: 100 - Market Presence: 99 - G2 Score: 100 [**HubSpot Sales Hub**](https://www.g2.com/products/hubspot-sales-hub/reviews) - Reviews: 2983 - Satisfaction: 100 - Market Presence: 91 - G2 Score: 95 [**Pipedrive**](https://www.g2.com/products/pipedrive/reviews) - Reviews: 608 - Satisfaction: 96 - Market Presence: 76 - G2 Score: 86 [**Performio**](https://www.g2.com/products/performio/reviews) - Reviews: 499 - Satisfaction: 90 - Market Presence: 51 - G2 Score: 71 [**CaptivateIQ**](https://www.g2.com/products/captivateiq/reviews) - Reviews: 879 - Satisfaction: 85 - Market Presence: 55 - G2 Score: 70 **Satisfaction** reflects user-reported ratings, including ease of use, support, and feature fit. ([Source 2](https://www.g2.com/reports)) **Market Presence** scores combine review and external signals that indicate market momentum and footprint. ([Source 2](https://www.g2.com/reports)) **G2 Score** is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Sales Performance Management Software #### Feedback Pros: What Users Consistently Appreciate - **Real-time performance dashboards clarify quota progress and pipeline risk** - “I use this sales performance management software primarily to manage the entire sales process, from lead capture to deal closure, and it serves as a centralized CRM platform where all customer data and sales activities are easily accessible. I appreciate how it helps in tracking leads and opportunities, managing accounts and contacts, and forecasting sales with customizable dashboards and reports. The automation features like workflow rules, lead assignment, reminders, and approval processes help reduce manual work and improve productivity. Integration with email, marketing tools, and third-party applications creates a more efficient sales ecosystem. I find the pipeline visibility particularly valuable as it improves forecasting accuracy, with data consistently updated and standardized across the team. This allows for more informed decisions around targets and resource allocation. Overall, this sales performance tool helps gain better visibility into the sales pipeline, enhance customer relationship management, and drive consistent sales performance.” - [Rakesh Gaikwad](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-12093552), Salesforce Sales Cloud Review - **Fast, intuitive reporting reduces manual tracking for managers and reps** - “This tool features a pre-built marketplace solution that helps speed up deployment. This helps reduce time wastage building new templates. It features an intuitive dashboard that is easy to use, allowing for self-service and interaction, which promotes positive decision-making.” - [Amal Gouiaa](https://www.g2.com/products/board/reviews/board-review-11953939), Board Review - **Support teams resolve onboarding, workflow setup, and reporting challenges** - “Your support team has been consistently responsive, approachable, and genuinely invested in helping us succeed. Whenever I’ve reached out—whether for troubleshooting or guidance on advanced features—the replies have been clear, solution-focused, and tailored to our needs. It’s refreshing to deal with a team that takes the time to understand our specific situation rather than offering generic answers.” - [Verified User](https://www.g2.com/products/pipedrive/reviews/pipedrive-review-11539209), Pipedrive Review #### Cons: Where Many Platforms Fall Short - **Advanced reporting configuration requires training to use confidently** - “This sales performance management software is feature-rich but has a high pricing structure, particularly for large teams. Its setup and customization need technical skills, which can elevate costs. While flexible, the platform may overwhelm new users due to its complexity, especially in configuring reports, workflows, and dashboards, necessitating thorough training.” - [Angeles González Abreú](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-11709984), Salesforce Sales Cloud Review - **Customization gaps limit alignment with unique sales processes and KPIs** - “While HubSpot Sales Hub works well overall, some advanced customizations and automations can feel limited unless you move to a higher-tier plan. Reporting for very specific or complex use cases sometimes requires a workaround, and deeper customization of the dashboard could be more flexible. Additionally, for larger teams, managing permissions and maintaining consistent data hygiene can require extra effort.” - [Umesh Soni](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-12089385), HubSpot Sales Hub Review - **Navigation friction slows access to critical performance views** - “I find this sales performance tool to be unintuitive, which makes navigation challenging. Specifically, it's hard to view attached accounts, parent accounts, contacts, leads, and the activity history. Additionally, the data sync process is difficult to manage. Generally, there is a sentiment of dissatisfaction with Salesforce among users at various companies.” - [Ellen Shieh](https://www.g2.com/products/salesforce-spiff/reviews/salesforce-spiff-review-11968695), Salesforce Spiff Review ### My Expert Takeaway on Sales Performance Tools Sales performance management software tends to perform best in organizations that already have clear definitions of success (quota logic, KPI hierarchy, forecasting methodology, and coaching expectations) and then use the platform to scale those standards across managers, teams, and regions. The strongest teams use these systems to reduce interpretation and inconsistency, so performance conversations are driven by shared metrics rather than manual reporting or “dashboard debates.” Review data shows this category is both highly rated and adoption-friendly: users report an **average star rating of 4.55/5** and a **9.11/10 likelihood to recommend.** The experience scores are also notably strong, with **ease of use averaging 6.35/7** and **ease of setup averaging 6.18/7** , indicating that most buyers view these platforms as usable once properly configured. **Quality of support scores 6.27/7** , which aligns with common reviewer expectations that vendors play an active role during onboarding, rollout, and workflow scaling. Where teams struggle is typically less about basic usage and more about operational complexity: once an org adds multiple sales motions, layered compensation rules, or region-specific performance frameworks, platform configuration and reporting governance become the main friction points. In mature implementations, teams mitigate this by assigning a consistent owner (RevOps or [Sales Ops](https://www.g2.com/categories/sales-ops-planning)), building a clear KPI taxonomy, and utilizing role-based dashboards that align with how managers and reps actually work.  Teams that skip this governance step often end up with inconsistent reporting views, slow adoption outside leadership, or a tool that becomes “quarter-end only” rather than a daily performance system. The biggest differentiator across successful implementations is not the number of dashboards available; it’s whether the platform helps managers and reps act on performance signals quickly. The best sales performance management software consistently supports three key outcomes: confidence in performance data, clear accountability to goals, and streamlined manager workflows that turn trends into actionable coaching. Across sales performance management software reviews, tools that maintain reliability as complexity grows tend to earn the strongest long-term sentiment. ### Sales Performance Management Software FAQs #### What tools can help me track my sales performance? Common sales performance tools include CRMs, sales dashboards/reporting platforms, [sales analytics tools](https://www.g2.com/categories/sales-analytics), [incentive compensation platforms](https://www.g2.com/categories/sales-compensation), and full sales performance management tools that combine goals, attainment tracking, forecasting signals, and coaching insights in one place. #### What are the benefits of sales performance management software? Sales performance management software helps teams improve visibility into rep performance, reduce manual reporting, standardize KPIs, and support more consistent coaching. It also helps leadership spot pipeline or attainment risk earlier and make faster, data-backed decisions. #### How does sales performance management software help? It helps by turning sales activity and pipeline data into clear performance insights—showing progress toward goals, highlighting trends, and surfacing where reps or teams need support. Many tools also automate reporting workflows so managers spend less time building spreadsheets and more time coaching. #### How does sales performance management software measure sales performance? These platforms measure performance using metrics like quota attainment, pipeline coverage, win rate, deal velocity, average deal size, conversion rates, and activity-based KPIs. Most systems also segment results by rep, team, territory, product line, or time period to identify patterns and performance gaps. #### What is sales performance analysis? Sales performance analysis is the process of evaluating sales results and the behaviors that drive them—such as pipeline health, conversion rates, and rep productivity—to identify what’s working, what’s not, and where teams should adjust strategy, coaching, or resources. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw) 2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports) Researched By: [Julie Jung](https://research.g2.com/insights/author/julie-jung) Last updated on January 7, 2026