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Sales Performance Management reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Best Sales Performance Management Software for Small Businesses

    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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Sales 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 Small Business Sales Performance Management category.

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

    Top 10 Sales Performance Management Software for Small Businesses

    • HubSpot Sales Hub
    • SalesLoft
    • VanillaSoft
    • Pipeliner
    • Skynamo Sales Platform
    • Zoho
    • Ambition
    • QuotaPath
    • RingDNA
    • XANT Playbooks

    Compare Small Business 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.
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    (6,764)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

    (2,358)4.5 out of 5
    Optimized for quick response

    SalesLoft is a critical component of any winning sales strategy, the platform creates an engine for revenue teams to communicate with customers, navigate the sales process, and replicate success. SalesLoft guides and automates dynamic sales plays, facilitates coaching, and provides the dashboards and insights needed to achieve exceptional outcomes. It's not a CRM or marketing automation tool, it’s Sales Engagement - done right. Orchestrate every email, call, meeting, and interaction from anyw

    (321)4.6 out of 5
    Optimized for quick response
    Entry Level Price:$80 per user per month

    VanillaSoft, the industry’s most successful sales engagement platform, helps sales development teams engage over 15,000,000 contacts every month. Used standalone, or in combination with existing traditional CRM systems, VanillaSoft empowers sales reps to respond to new leads within seconds, interact with leads more consistently, across more channels, and generate more qualified sales opportunities. Globally, thousands of users employ VanillaSoft’s queue-based sales engine and intellective routin

    (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

    (60)4.5 out of 5

    Skynamo is the all-in-1 Field Sales Platform for manufacturers, wholesalers and distributors. We like to think of it as a complete sales management solution that does most of the difficult admin work involved in managing your sales team and your sales process. Skynamo enables your sales force to focus on what really matters: your customers. Who is Skynamo for? Skynamo is used by manufacturers, wholesalers and distributors of products with sales teams in the field who visit, sell to and serv

    (1,837)4.0 out of 5
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    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

    (340)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

    (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

    (195)4.5 out of 5

    ringDNA is a sales engagement platform that helps businesses scale revenue growth through AI. The leading choice for Salesforce customers, ringDNA offers a complete solution for sales engagement, sales playbook execution, performance insight, conversation intelligence and much more. Backed by Goldman Sachs, Bryant Stibel and Palisades Growth Capital, ringDNA was named one of the "Best Places to Work" by BuiltinLA and Comparably, as featured in USA Today, and "One of The Best Privately Owned Comp

    (584)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

    (263)4.5 out of 5
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    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

    (823)4.7 out of 5
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    MindTickle is defining what great Sales Readiness looks like. By leveraging the most comprehensive data-driven Sales Readiness platform on the market, you will gain the ability to develop, coach and improve the performance of your sales reps independent of their location. Reduce sales ramp by 60%, double competitive win-rates & increase deal sizes w/MindTickle. This solution correlates sales capabilities to business outcomes, so you can directly tie sale enablement impact to revenue.

    (49)4.9 out of 5

    SalesScreen is a state-of-the-art sales performance platform that uses gamification and visualisation to empower sales teams to unleash their full potential. Our mission is to help our customers improve sales performance and build happier workplaces. SalesScreen is designed to meet the challenges of the modern world of sales. Our clients have told us of the industry problems that they encounter time and again: - The Problem: High employee turnover weakens sales culture and creates problems wi

    (1,912)4.3 out of 5
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    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

    (1,340)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

    (813)4.7 out of 5
    Optimized for quick response

    Spiff is the leading commission calculation software that takes the manual labor and complexity of your current commission processes and completely automates it. With Spiff, your team won't have to spend hours modeling, updating, and managing complex spreadsheets or old enterprise software to pay commissions. Deployed at some of the fastest growing, long-established, and innovative companies, we've turned revenue management from a behemoth kept at bay into a motivation engine that maximizes sale

    (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.

    (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

    (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

    (843)4.7 out of 5
    Optimized for quick response

    CaptivateIQ is modernizing how businesses compensate their hardworking sales teams with an automated and flexible commissions solution. We believe that hard work should be rewarded and that there’s a smarter way to do that than with complicated spreadsheets. Pay your reps accurately and on time so they can be more productive. Share insights with sales leadership on which plans are growing the business. Minimize human-error and hours spent calculating commissions each month. We make commissions

    (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

    (281)4.4 out of 5
    Optimized for quick response

    Velocify® is the leading sales acceleration platform. The company helps more than 1,500 sales teams sell more by bringing speed and control to the entire sales process. Velocify helps sales teams prospect with more precision, accelerate lead engagement, and implement optimized workflows, ultimately helping sales teams find and convert more leads. Core features include: • Lead Capture and De-Dupe • Configurable Lead Scoring • Flexible Lead Distribution • Continuous Activity Prioritization • O

    (73)4.8 out of 5
    Optimized for quick response

    ClosePlan is a revenue optimization application built natively in Salesforce. ClosePlan helps sales teams to execute their path to close with Relationship Maps, Deal Scorecards and Sales Playbooks. Relationship Maps allow you to create org charts using your existing Salesforce contacts. Deal Scorecards automate you opportunity qualification process based on any sales methodology. Sales Playbooks guide your team through your sales process and methodology.

    (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

    Oracle's SPM solution addresses real-world sales performance challenges by enabling companies to manage performance, motivate behaviors, and mentor the best practices of the sales organization.

    (100)4.2 out of 5
    Optimized for quick response
    Entry Level Price:$39 per month / per user

    Spotio is a field sales engagement tool designed to improve efficiency and accelerate every aspect of the field sales process. For sales reps, managers and operations, Spotio is a solution that eases the burden of the day-to-day by automating manual tasks, fostering accountability, and providing tangible insight into how your sales organization is performing. With features such as CRM Mapping, Autoplays, Activity Tracking, Prospecting, and built-in Reporting Dashboards, Spotio centralizes outs

    (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

    (108)4.4 out of 5
    Optimized for quick response

    DialSource is an enterprise software company that creates and provides software for businesses to make, receive, and manage all customer-facing communications—saving businesses time and money while creating a better customer experience. DialSource Denali captures the context of every call, seamlessly connecting any dial tone to Salesforce or Microsoft Dynamics CRM to power deeper insights and better conversations. Our enterprise application creates faster time-to-value by being native to CR

    (431)4.1 out of 5

    Gryphon Networks provides a sales acceleration platform that integrates powerful sales tools with our own high-performance communication network to provide automation and visibility into key sales performance analytics. The Gryphon ONE Platform delivers actionable insights to drive sales effectiveness helping clients grow revenue faster. For more than 20 years, Gryphon has supported our clients’ growth initiatives by aligning sales and marketing functions to deliver higher performing campaigns.

    (271)4.4 out of 5
    Optimized for quick response

    LevelEleven is the leading Performance Management System for customer-facing teams to motivate, engage, and coach around key behaviors that drive results. Reps understand goals and activity. Managers coach with consistency using actionable data. Executives understand what's working, or not working. Motivate what matters with LevelEleven.

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    Check out the G2 Grid® for the top Sales Performance Management Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
    Leaders
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    Niche
    Velocify Lead Manager
    Zoho
    Hoopla
    Membrain
    Pipeliner
    LevelEleven
    SalesLoft
    Ambition
    Groove
    DialSource
    MindTickle
    Outreach
    RingDNA
    HubSpot Sales Hub
    VanillaSoft
    Gryphon Networks
    Oracle SPM
    SalesScreen
    Mixmax
    Spotio
    Plecto
    Spinify
    SalesRabbit
    XANT Playbooks
    Salesforce High Velocity Sales
    Skynamo Sales Platform
    Spiff
    CaptivateIQ
    ClosePlan
    Sales Cookie
    Bloobirds
    QuotaPath
    Market Presence
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    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.