Top Free Sales Performance Management Software

Check out our list of free Sales Performance Management Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Sales Performance Management Software to ensure you get the right product.

Top 10 Free Sales Performance Management Software in 2021

  • HubSpot Sales Hub
  • Ambition
  • Outreach
  • Spinify
  • Groove
  • Hoopla
  • Zoho
  • Membrain
  • SalesHood
  • QuotaPath

View Free Sales Performance Management Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
(6,757)4.3 out of 5
Entry Level Price:$0

Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for growing teams. Sales Hub is built on the HubSpot CRM platform where customer data, tools, and teams come together to create a single source-of-truth for unprecedented sales rep efficiency. When using the full CRM platform, reps can get richer insights, warmer leads, and aligned enablement materials to

SHAUN F.
SF
WHAT I LIKE BEST ABOUT HUBSPOT SALES HUB IS THAT EVERYTHING THAT YOU NEED FOR YOUR COMPANY IS AT YOUR FINGERTIPS. FOR INSTANCE,THE TASK,... Read review
Shiran S.
SS
Easy to use & reduces admin for salespeople and gives robust reporting on sales activity. Read review
(339)4.5 out of 5
Optimized for quick response

Ambition is industry-leading coaching and gamification software for the world’s smartest sales teams. Whether you’re sitting across the sales floor or across the globe, we give sales leaders the tools they need to coach their teams, motivate performance, and hold their reps accountable to goals — all in real time. Run structured 1:1 and team coaching sessions Display the metrics that matter on centralized dashboards and TVs Set Slack and email alerts that trigger immediate action -- proactiv

Eric W.
EW
The UI/UX is spot on with Ambition. When I was first implementing it a few months back, I likened the setup to an 'Apple-esque' experience where... Read review
MR
i like the Interface,looks pretty sharp. Integration with our system was pretty easy Read review
(1,911)4.3 out of 5
Optimized for quick response

Outreach, the system of action for sales teams, delivers performance and insights that result in higher velocity and more efficient selling. By automating and prioritizing all customer touch points throughout the sales process, Outreach triples the productivity of sales teams, and empowers them to drive more pipeline, book more meetings and exceed revenue goals. Outreach places actionable data intelligence at the fingertips of sales reps through a single, integrated view of all prospect-related

UC
I love outreaches task workflow and also their sequences. It allows you to set your workflow and fly through high volumes of activity without... Read review
UM
I love the ability to sequence multiple users. Read review
(263)4.5 out of 5
Optimized for quick response

Gamification is tough. Motivating staff is even tougher. Spinify has solved the gamification puzzle with the fastest and easiest setup in the industry. Using data learned from over 280,000 leaderboards we have built world-class playbooks with amazing sample data. Setup time transforms from weeks to minutes. The result is your team gets gamified faster. See outcomes quicker. There is good reason that Spinify is the fastest growing gamification platform and is #1 for relationship, implementation

Jason W.
JW
I love the motivation Spinify inspires. Who doesn't like being congratulated and appreciated for a job well done? Spinify allows our team to... Read review
Aqsa P.
AP
Spinify is great at providing a visual goal for the members of this office. We all enjoy seeing our progress and rooting each other on to hit our... Read review
(1,326)4.7 out of 5
Optimized for quick response

Groove is the leading sales engagement platform for enterprises using Salesforce, specializing in ease-of-use, ease-of-administration, and cross-team collaboration. Built for the needs of full-cycle sellers, Groove automates non-sales activities so that pre- and post-sales reps can spend more time building relationships and generating revenue. On average, Groove gives revenue teams 20% of their time back to focus on higher-value activities. Groove’s Salesforce-native architecture can be customiz

Sarah M.
SM
Working in Customer Success, I don't use Groove's full functionality, but the simplicity of setting up email templates, and meeting scheduler I can... Read review
UM
Groove is the perfect platform for any sales specialist, since its system is very good to increase sales productively through large marketing... Read review
(329)4.2 out of 5
Optimized for quick response

Hoopla drives big, measurable gains in your team's productivity and performance. Leverage your own data through multiple integrations in a powerfully simple application that makes it easy for managers to motivate, celebrate and score more wins. Using Hoopla, managers can quickly create contests, competitions, and leaderboards around any CRM metric, and broadcast live performance updates to TV, web and mobile screens throughout the company. Hoopla’s dynamic, live video broadcasts engage the enti

Rebecca W.
RW
Hoopla keeps employees engaged. They offer a countdown clock, sales contests, leaderboards, and sales gamification capabilities. Read review
AF
Hoopla is very easy to set up and use for admins while providing motivation and fun for our sales team. The team loves seeing their name on TVs... Read review
(1,835)4.0 out of 5
Optimized for quick response

Zoho CRM is a cloud-based, integrated customer relationship management platform that caters to the needs of businesses and industries of all sizes and types. Over 150,000 businesses across the world use Zoho CRM to build lasting customer relationships and maximize team productivity. Our expanded omnichannel support for phone, email, live chat, social media, and in-person meetings make Zoho CRM the most tightly integrated system in the market. Zoho's AI-powered sales assistant, Zia, provides adva

AH
I’d say I like the cost for Zoho the best. Read review
LM
It helps to give multi-channel customer support via phone, live chat, email and social media. Zoho Crm provides high level automation, it is highly... Read review
(117)4.5 out of 5
Optimized for quick response
Entry Level Price:$49 Per User / Month

Membrain is the award-winning Sales Enablement CRM that makes it easier for sales teams to execute their process, coach better and continually improve. It helps drive the behaviors needed in complex B2B sales to increase sales effectiveness and achieve consistent performance. Membrain can replace or complement traditional CRM systems. Trusted by clients in over 80 countries, a two-time Top Sales CRM winner, a Top Sales Tool for five years straight and named the Top Sales Enablement Technology i

UI
Membrain is super easy to use. It is evident that the product team has usability in mind. Everything is fast and done with as few clicks as... Read review
AR
First off, the implementation is hassle free, you pretty much dont need any help, the interface is very user friendly and very intuitive almost no... Read review
(194)4.6 out of 5
Optimized for quick response

SalesHood is the all-in-one sales enablement platform that combines learning, coaching and selling into a streamlined system for remote teams. The Platform helps revenue teams and partners collaborate virtually to improve time to ramp, quota attainment and sales velocity. LEARNING: Optimize your training and onboarding processes with our learning management system. Prescribe learning paths by role and automate just-in-time learning. Make learning fun with pitch practice and micro-assessments.

UC
I love the ease of use and video training sessions Read review
Amy B.
AB
Customer support. Saleshood believes in itself and the employees do too. Read review
(105)4.8 out of 5
Optimized for quick response
Entry Level Price:$30 Per User Per Month

QuotaPath is a commission tracking tool built by salespeople for salespeople. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With real-time data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and quota attainment. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts. Unlike enterprise and other s

Julian F.
JF
Really effective features at a fraction of the cost that have helped us manage sales performance in a major way. Read review
Vince M.
VM
As a salesperson, of course, I am motivated by money. But without a tool like QuotaPath it’s nearly impossible to understand exactly how much I’m... Read review
(200)4.4 out of 5
Optimized for quick response
Entry Level Price:$0 1 User Maximum

SalesRabbit optimizes every aspect of your sales and management process. Track leads, manage areas, collect data, and crush sales records with our field-proven approach. “Sales production has increased by 35%+ per year since we started using the system.” - Marc Cram, DishOne We achieve these results by improving every aspect of your organization: CANVASSERS View demographic data and homeowner details Schedule appointments, share leads and notes Show videos and digital presentations CLOSERS S

Steven R.
SR
How the leads show accurate information regarding customers. Read review
(571)4.5 out of 5
Optimized for quick response

Accelerate your company’s revenue with XANT Playbooks, the smartest sales engagement platform. With Playbooks, sales professionals increase productivity, optimize customer interactions, and connect to the right buyers. Playbooks goes beyond a traditional sales auto dialer or sequencer. It doesn’t just help your team do more, it helps them do more of the right things. Reps are provided with additional contacts and recommendations of who, when, and how to reach out—making their efforts more eff

UT
This is exactly the right solution for an IS team. This gives us a chance to target appropriately and intelligently while ensuring prompt follow... Read review
Vance B.
VB
Collective intelligence! Stay organized and hyper-focused. Read review
(96)4.2 out of 5
Entry Level Price:$75 USD/Month

Salesforce High Velocity Sales (HVS), a Sales Cloud add-on product, is a streamlined Salesforce solution tailored to inside sales teams and designed to improve their sales processes. HVS gives teams insights and automation to prospect smarter and faster, integrated tools to eliminate busy work and multiple logins, and best-practice automation for scalable, repeatable success. It's driving performance through digital selling. And it's enabling teams to be agile. All on the powerful Salesforce pl

Joe S.
JS
The reminders to track my follow ups , information at a touch of my finger Read review
Doug T.
DT
Easy to setup by drag and drop patterns for contact, creating consistent processes for follow up allowing you to prove out a process and free up... Read review
(47)4.4 out of 5

Datahug is a sales optimization solution that enables sales teams to increase sales velocity, reduce pipeline risk and abolish forecast calls by capturing and analyzing all of your sales activity automatically from email, calendar, and CRM. Leading companies like Optimizely, Coupa, Instructure, Lyft and Nitro use Datahug to forecast with 95% accuracy and increase win rates by an average of 21%.

Justin P.
JP
A lot of the best reporting you can get from a CRM like Salesforce actually requires a lot of manual data entry by sales reps, but the opportunity... Read review
(383)4.7 out of 5
Optimized for quick response
Entry Level Price:$65 user/month

Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own. Pipeliner’s administration backend is also visual and easy to use with drag ‘n drop, in-line editing and other non-technical tools. A key differentiator is that Pipeliner does not require a fulltime admi

Baraka N.
BN
I enjoyed the visualizations and the interface is very catching especially if you are a first time user. Also it's integration to other sites like... Read review
SK
Pipeliner CRM allows seamless flow of info throughout the sales process both in desktops and mobile apps, it is just awesome. It’s a great tool for... Read review
(85)4.6 out of 5
Optimized for quick response

Since 2006, Performio has been offering incentive compensation management software for businesses looking to automate their sales compensation calculations and provide increased transparency to their sales reps. Used by companies such as Johnson & Johnson and Vodafone, Performio is a new breed of sales compensation software that combines the enterprise-grade functionality you need with the ease of use you’ve come to expect from modern software applications. Since its inception, we’ve saved m

Bill P.
BP
We select vendors based on a number items: an easy end user experience, powerful back end, the relationship with the vendor and scalability. My... Read review
Jag V.
JV
The software is really flexible and allows us to complete the commission's cycle very efficiently. It reduces a lot of time and manual calculations... Read review
(431)4.6 out of 5

Maximize your brand and make it easy for customers to do business with you! Workflow automation is one of the biggest trends these days. The good news is that automation has increased the amount of prospects businesses can reach exponentially. The bad news is that the customer experience has taken a major nosedive because business interactions no longer feel personal or meaningful. So how does your company get the best of both worlds? By using automation to reach two goals - interact with as m

Neil I.
NI
Mixmax has a lot of great features built right into your gmail inbox. For example, rather than creating a poll in one system and imbedding it into... Read review
Kristina O.
KO
Templates that don't allow you to send with blanks not filled in. Sharing templates among colleagues. E-mail tracking so that you know when your... Read review
(42)4.9 out of 5

SmartWinnr is a comprehensive platform that keeps your sales teams up-to-date with product knowledge, guarantees uniform messaging during customer interactions, and increases sales at the same time. We use - Gamified KPIs to boost sales - AI-driven quizzes and regular reinforcements to drive knowledge - Continuous coaching to improve customer interactions

VK
Work Dedication is the most important to every one Read review
UE
The platform is very easy to use and our customer service reps love it! Videos stream very fast, trainings are very structured and our document... Read review
(48)4.9 out of 5

Sales Cookie is an easy to use, cloud-based solution to manage all aspects of your commission program - from participant enrollment to incentive plan design and personal dashboards. Sales Cookie provide capabilities found in enterprise solutions with an SMB-friendly cost and user experience. From incentive plan design to multi-currency support or user enrollment, you'll find all the features and flexibility you need.

Bala K.
BK
We love the solution as it meets all our needs at a very competitive price. I am not a tech savvy person but I’m able to use the software based on... Read review
UC
Here's what I love about Sales Cookie- 1. Price is very reasonable for all the features as compared with other solution providers 2. Easy setup... Read review
(214)4.4 out of 5
Optimized for quick response

What is Revenue Grid? Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring the best results, shows deals at risk, and prioritizes tactics with the greatest impact. Revenue Grid helps sales teams sell more by providing: Guided selling - Reduce human error and increase sales velocity with guiding Signals based on AI suggestions and your team’s own playbook Pipeline Visibility - See the health of every deal at a glance

UC
Maintaining records becomes a breeze (Contacts, Opportunities) Lots of configuration possible in settings Read review
UE
Ease of use - just a couple clicks and I'm synchronized! I also appreciate the email tracking. Read review
(28)4.1 out of 5

Plecto is a dashboard software designed to motivate and engage your employees to perform better. Every day, Plecto helps motivate thousands of employees to do just that. We do that by visualizing performance indicators in an open and engaging way. With gamification features, we have taken the addicting elements from games and applied these to work-life situations. By doing so, we increase your employee engagement. And why is that important? Because engaged employees perform better. You can i

AR
Th customer support has been great. I have not had time in my busy schedule to answer all calls but they have been extremely helpful when I need... Read review
Ajay P.
AP
Plecto has been a breath of fresh air to optimise reporting in our contact centres. Not only is it reliable and easy to use, but it has a great UX... Read review
(219)4.1 out of 5
Optimized for quick response

Aviso AI is an integrated revenue platform for sales organizations. Leaders, managers, and reps all benefit from using this opportunity management, forecasting, deal collaboration, and conversational intelligence tool. With Aviso, sales teams can set goals, unify forecasts, guide deals, and course correct for success. In the era of Virtual Selling, sales teams deserve a platform that can enable their success working remotely. Powered by cutting edge machine learning and a deep time series databa

UI
Aviso is great for forecasting needs. The program is user-friendly, Customer Support is helpful in providing support and training, and there is a... Read review
Ashish S.
AS
Aviso provides a simple interface which all consumers in the sales management and our groups can quickly access. Users will easily see the state of... Read review
(12)4.6 out of 5

Kapta is key account management software that reduces churn and drives organic growth. Kapta's software, and our KAM Process, allow Account Management and Customer Success leaders to answer 3 critical questions about their customers: 1) Which customers are healthy and which are at risk? 2) Do we have actionable and accountable plans (growth plans, save plans, close plans) in place with each strategic account? 3) How do we measure and communicate value to customers?

AH
Streamlined apporach with out getting lost in bells and whistles. Personalized service and effective IT Dev team to make it work for your... Read review
Jama B.
JB
Kapta offers a simple but effective way to manage customer opportunities and customer contracts. By tracking customer health, you are able to... Read review
(6)4.3 out of 5

MoData's AI-powered sales intelligence software delivers: (a) 100s of out-of-the-box Sales KPI charts/reports. (b) Track pipeline changes & Funnel progression. (c) Account Based Sales & Target Account Engagement Tracking. (d) Pipeline Prediction. (e) Forecasting (e) Bundled reporting for common tasks like Board Meeting & One-on-One. (f) Alerts delivered directly to your inbox.

AI
They spend considerable amount of time understanding your needs and requirements and based on the information collected help you build... Read review
AP
As a more 'old school' Sales Director it was difficult for me to work with a lot of data analysis software in order to formulate better sales... Read review
(91)4.6 out of 5

Klenty is a Sales Engagement Platform powering Sales teams to create a repeatable sales outreach process, accelerate every rep into Execution Rockstars, and crush quota everyday. With Klenty, unlock the fastest way to generate 3X Sales Meetings with lesser efforts while staying relevant to all the prospects. No doubt you've seen a lot of cookie-cutter Sales Engagement Platforms. Here's why Klenty's different. It lets you: -- Visualize clear plans of action for every prospect. -- Focus on cri

AE
I know Klenty has training videos and will walk me through everything but, I am stubborn and what to teach myself by trial and error. The Support... Read review
James A.
JA
The customer support is excellent. The platform is extremely flexible in it's features. They are always updating their features. They literally... Read review
(4)4.8 out of 5
Optimized for quick response

Cien is used by technology sales leaders to understand the cause of low quota attainment. Cien quantifies the intangible factors that prevent reps from achieving their numbers. Using AI, Cien delivers free assessments that typically reveal 20-40% of hidden revenue, even for companies with imperfect CRM data. For a free AI assessment of your sales team, visit www.cien.ai. "Cien helps sales teams use AI to fix performance, improve motivation and increase sales effectiveness.” / The Huffington Po

UC
- the daily pulse feature is useful and highly addictive, - the true pipeline view let's you see leads and contacts even when you've moved from... Read review
Ed A.
EA
We like that we're able to quickly and easily see all of our open opportunities and more importantly, the ones that are predicted to close this... Read review
(2)5.0 out of 5

100% Cloud-Based Dialer & Lead Management Technology - Empower Your Telemarketing Teams with an Industry-Leading 10X More Conversations! Try us for 7 days FREE and see immediate results: No pause when connecting a call, unlimited dial-out lines, seamless integration with your current CRM, powerful workflow automation, and much more! Whether you are a company of 1, or a team of 100+, Sales Sling will elevate your telemarketing game like never before.

AC
The amount of information I can add to a given deal is relevant and being able to add notes helps as well. Great peer to peer usability for... Read review
AF
The software is very easy to use by everyone... Read review
(1)5.0 out of 5
Entry Level Price:2 dollars/user/month

Salestrail helps remote sales teams keep track of mobile calls. The solution consists of an analytics dashboard and a smartphone app that automatically captures calls. Choose to track the data to the Salestrail analytics dashboard, to Salesforce or to any other system through our APIs. - 5-minute setup - No changes in the way you work - Hassle-free scaling across your team - 100% automatic, 0% technical work - Accurate call statistics for incentive system

UC
Super easy to use mobile app. It's great that it's an app for smartphone, because I can log activities, scan business cards anytime and anywhere. Read review
0 ratings
Entry Level Price:€149 per month

Dear Lucy is the dashboard for smart B2B sales. Works with the most popular CRM tools (HubSpot, Pipedrive, Salesforce). 🟣What is it? Dear Lucy is the easiest way to monitor sales performance, activities, and forecasts with an interactive, beautiful dashboard that your team will love using. Dear Lucy works on top of you CRM and ensures you make the most of your sales data. Dear Lucy makes your sales visible like never before - you know where to focus on this week, whether you can expect to hit y

(49)4.5 out of 5
Optimized for quick response
Entry Level Price:$50 per user/per month

Ebsta's Revenue Intelligence Platform helps B2B sales teams build better relationships to drive predictable revenue growth. With Ebsta, Sales Teams can now : ✓ Improve Sales Forecasting by proactively identifying opportunities at risk ✓ Have better visibility of your pipeline with accurate, up-to-date insights. ✓ Quickly spot the opportunities that have low engagement and need attention. ✓ Monitor activity levels and their effectiveness to help your team close more deals. ✓ Ensure relationship

Will R.
WR
I know all our data and info is up to date, and can run reports on the data in Salesforce knowing what our sales teams have been up to etc. We have... Read review
Asher O.
AO
It scans highlighted text to determine if prospects are already in Salesforce, making it easier to search for leads on all platforms. We're also... Read review

Learn More About Sales Performance Management Software

What is Sales Performance Management Software?

For businesses with a dedicated sales force, monitoring sales effectiveness is a critical task. Many companies rely on sales representatives to hit quotas and drive revenue—especially in competitive industries and markets—or the business could go under. Similarly, a winning sales team is what separates many industry leaders from their competitors. Sales performance management (SPM) software helps sales managers track sales operations against goals and quotas. These performance metrics help identify sales leaders in the organization, as well as any team or employee falling short on goals. Managers can provide incentive to high-performing sales reps based on these observations and determine the right course of action for low-performing sales reps (e.g. coaching, reassignment).

While sales intelligence software utilizes data to target potential customers, SPM tools target sales reps. These tools help managers visualize data and offer insight into strengths and weaknesses of teams and individuals. This helps managers shape incentive and compensation plans on metrics such as quotas reached, contract renewals, and deal sizes. Depending on the size and structure of a business, sales cycles can be based on individual sales reps or specialized teams. The platforms in this category can track specific performance metrics based on user input; additionally, managers can determine which analytics matter most for their team’s success. Because revenue streams for the entire company rely on sales activities that generate commissions for salespeople, sales is a heated line of work. Managers can paint an accurate picture of operational efficiency and react accordingly by using these platforms; sales reps always know how their performance stacks up to the rest of the team.

Key Benefits of Sales Performance Management Software

  • Identifies strengths and weaknesses across the sales organization
  • Assists with quota management and tracking sales reps in relation to specified goals
  • Helps determine proper sales compensation (e.g. salary, commission, bonuses) based on team-wide metrics
  • Allows users to improve the planning processes, as well as sales training and placement to boost sales

Why Use Sales Performance Management Software?

Even if a company has an outstanding product or service and hires the most qualified salespeople to sell it, actual sales success is not guaranteed. Poor sales can occur for a variety of reasons such as personal struggles, inefficient selling tactics, or low demand. Additionally, trusted sellers may not always perform at the necessary level for expected revenue. It is crucial for team leaders to identify these gaps and work toward planning the appropriate fix. Conversely, it is hard to predict who will be the top performers. In some cases, newly hired sales reps might land more customers than seasoned veterans, while their compensation doesn’t accurately reflect this success. Managers should strive to update sales compensation regularly based on revenue and efficiency, with noteworthy incentives and promotion opportunities.

The software in this category offer this type of sales analytics, which can help managers adjust sales compensation and training strategies based on high and low performers. Performance metrics can give management insight into the effectiveness of their sales playbooks, outreach strategies, and even their product; if performance is lacking across the board, it may be indicative of a larger issue.

Both regional or global sales teams benefit from tracking their successes and failures. These metrics help the whole company; a company’s bottom line is closely related to sales performance metrics. Adjusting incentives, employee feedback, and employee positioning proves highly effective for increasing revenue and customer satisfaction, as well as the general health and trajectory of the entire business.

Who Uses Sales Performance Management Software?

The benefits of these products extend through an entire organization. They are primarily designed to help sales teams drive revenue and maximize customer engagement. The following are the ideal use cases for SPM platforms.

Sales management — The managers and other leaders within a sales department hire and train the best salespeople, and then monitor their work, making adjustments where necessary. The platforms in this category leverage user-friendly visuals to track achievements and efficiency throughout the sales department for management. With these tools, administrators can use their preferred method of tracking performance and know how each salesperson measures up on a daily basis. These metrics, paired with personal interactions and performance reviews, helps managers make educated decisions about who to promote, how to distribute compensation, and which employees need coaching or other assistance.

Smaller sales teams will often take a more hands-on approach to performance monitoring since each closed deal (or lack thereof) has greater visibility and more direct impact on the company.

However, as a sales team grows, it can be difficult to know how each sales rep is performing. Sales performance management tools offer managers convenience and insight with summaries about individual performance, and insight to the sales team’s performance as a group. With this knowledge, managers can get a sense of how employees and the entire team are driving sales, and how they need to adjust their strategy. This relates to employee recognition and compensation as well as the entire sales model. To keep up with competition, modern sales teams may regularly adjust their approach based on the performance of sales representatives. These tools help track performance data with minimal effort, so managers can spend more time building out strategies and ramping up employees.

Sales representatives — The data and insights generated by these platforms is significantly valuable to employees, and not just the management team directing their operation. In many cases, these products put team success into perspective so employees can have an idea of their standing. With these timely insights, sales reps know when they need to accelerate their efforts to keep up with the rest of their team. On the flip side, when high performers notice their colleagues falling behind in their sales numbers or work rate, they can offer personalized coaching or collaboration.

Sales performance management software often shares features with sales gamification software. While comparing an individual’s performance to the rest of a team can be a source of stress, it can also drive camaraderie and friendly competition while improving business outcomes. These tools can help put sales efforts and achievements in perspective alongside a salesperson’s teammates. This adds an engaging new dimension to the daily grind of selling a product or service, as reps routinely take note of their performance metrics and work together to continuously improve.

Sales Performance Management Software Features

The products in this category offer diverse sets of tools related to measuring, sharing, and reacting to the performance of sales teams. The following are some common features of the diverse solutions in this space.

Scorecards — Sales performance can be a complex topic depending on the scope of a business and the strategies involved. A number of products help summarize these insights with grades or scorecards, similar to a report card that helps teachers summarize the performance of students. Scorecards can be programmed to track team quotas, work loads, and expectations. Once configured, scores can be automated and updated regularly by team administrators (e.g. daily, weekly, quarterly). In addition to basic success with selling, scorecards can measure other aspects of sales performance, such as outreach efficiency and customer retention. There are a plethora of performance insights that can be generated within these platforms, but scorecards help simplify data and give quick snapshots of high and low performers. Scorecards help expedite incentive programs and other management decisions.

Dashboards — In addition to grading and scorecards, a number of SPM solutions generate detailed performance data that can be accessed and shared through intuitive dashboards. There are various analytics that help managers and sales reps gain a thorough understanding of the team’s performance, and know what areas are thriving and struggling. These data capabilities vary from product to product, but can often be viewed in customizable dashboards. Metrics not only help managers track employee performance, but help sales reps know where they stand with regard to ongoing expectations. Sales performance dashboards sometimes integrate with other company dashboards such as corporate performance management software, so executive teams can track sales numbers in relation to company KPIs and adjust strategies when necessary.

Goal management — There are multiple ways that sales teams structure their goals and quotas to generate necessary revenues for the company. Several platforms in this category allow goal customization that can be tied to tracking team performance for optimal business outcomes. This might involve the creation of one-off and ongoing sales team goals along with other significant details related to each goal. Goal management features allow administrators to establish important goals and manage deadlines alongside team assignments. In some cases, users can program deadline warnings and notifications, along with other useful notifications or content related to certain goals. Platforms may also allow users to create team challenges related to specific goals. This is another way that sales performance management tools relate to sales gamification software.

Employee feedback — Performance management does not end with observing performance data. For proficient sales managers and leaders, these observations should be followed with feedback and coaching for reps who are having issues reaching their quotas, not to mention positive feedback and incentives for those who perform well. A number of products in this category include features for engaging with sales team members in this way. This might entail direct messaging and suggestions in the event of poor performance, along with other feedback tools unique to a given platform. SPM tools might share features of sales coaching software. This software allows senior members to observe or collaborate on a rep’s sales calls, while offering timely feedback on their performance in different scenarios. Certain platforms may also integrate with sales training and onboarding software, so managers can link employees to specific courses or training sessions based on their skill gaps. By following sales performance observations with personalized feedback and coaching, sales management teams do everything they can to improve performance among sales reps before deciding on corrective actions.