Best Sales Analytics Software

How Many Sales Analytics Software Products Does G2 Track?

Total Products under this Category: 246

Category Stats (Nov 2026)

  • Average Rating: 4.5/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Teamgate (+1.43%) - Among all products in this category, Teamgate recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Sales Analytics Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 122,200+ Authentic Reviews
  • 246+ Products
  • Unbiased Rankings

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

G2 Grid® for Sales Analytics Software

G2 Grid® for Sales Analytics Software plotting products by satisfaction and market presence

Highlighted products: Salesforce Sales Cloud, HubSpot Sales Hub, Pipedrive, Gong, Salesloft, Substrata, Close, and IBM Planning Analytics.

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

Salesforce Sales Cloud

Agentforce Sales (formerly Salesforce Sales Cloud) is a software designed to accelerate revenue growth by unifying human sellers and AI agents at every step of the sales cycle. The software provides pipeline development, buyer engagement, and revenue intelligence by leveraging AI agents, automation, and an integrated growth platform. It automates sales workflows and reduces manual effort across data management, analytics, and team productivity tasks. Agentforce Sales addresses fragmented sales execution by connecting revenue lifecycle management, CPQ, sales performance management, and partner relationship management in one platform. The software supports use cases including AI-powered sales engagement, forecast accuracy, and partner channel management across mid-market and enterprise organizations.

Average Rating: 4.4/5.0

Total Reviews: 26,315

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How Do G2 Users Rate Salesforce Sales Cloud?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.3/10)
  • Data Segmentation: 8.6/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.6/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Salesforce Sales Cloud?

  • Seller: Salesforce
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    89,711 employees on LinkedIn®
  • Ownership: NYSE:CRM

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 45% Medium, 34% Large

What Do G2 Reviewers Say About Salesforce Sales Cloud?

AI-generated summary from verified user reviews

Pros
  • Users find it intuitive and easy to navigate, helping sales teams handle daily tasks with less effort.
  • Users value time savings and efficiency, reducing repetitive work and freeing sales teams to focus on selling and customers.
  • Users value the flexible customization that lets them tailor workflows, fields, and sales processes to fit their business needs.
  • Users value the smooth integrations with Salesforce products, third-party apps, and business systems, connecting tools and data across platforms.
  • Users value its broad, ready-to-use CRM features, which cover essential sales needs and support business operations.
Cons
  • Users find the pricing high, with licensing, add-ons, and scaling increasing costs, especially for smaller teams.
  • Users find the learning curve steep, especially for new and less-technical users.
  • Users find the interface cluttered, clunky, and often unintuitive to navigate.
  • Users say initial setup and implementation can be complex and time-consuming, sometimes requiring outside help.
  • Users find the platform complex and overwhelming, especially when learning or configuring workflows.

What Are Recent G2 Reviews of Salesforce Sales Cloud?

What Are G2 Users Discussing About Salesforce Sales Cloud?

HubSpot Sales Hub

HubSpot Sales Hub is a software designed to help growing sales teams close deals faster by combining sales engagement tools, AI-powered productivity features, and workflow automation in a unified platform. The software provides email tracking, meeting scheduling, document sharing, and AI-driven next-action suggestions by leveraging the HubSpot Smart CRM as a single source of customer data. It automates routine sales processes and reduces administrative friction caused by manual coordination and fragmented customer information. HubSpot Sales Hub addresses inefficient deal velocity and incomplete buyer context by connecting communication history, marketing interactions, and service data in one shared system. The software supports use cases ranging from small business prospecting to enterprise pipeline management, with fast onboarding, flexible scaling, and unified reporting for sales leaders.

Average Rating: 4.4/5.0

Total Reviews: 13,768

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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)
  • Data Segmentation: 8.4/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.2/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind HubSpot Sales Hub?

  • Seller: HubSpot
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Cambridge, Massachusetts, United States
  • LinkedIn® Page: www.linkedin.com
    17,628 employees on LinkedIn®
  • Ownership: NYSE:HUBS

Who Uses This Product?

  • Who Uses This: Account Executive, Business Development Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Small, 35% Medium

What Do G2 Reviewers Say About HubSpot Sales Hub?

AI-generated summary from verified user reviews

Pros
  • Users find the interface intuitive and easy to navigate, helping them learn and manage daily sales work with ease.
  • Users value the time savings and reduced manual work, freeing them to focus on customer relationships and closing deals.
  • Users value the seamless integrations with HubSpot and other business tools, which help connect their workflows and keep information synchronized.
  • Users find setup straightforward and easy, helping teams get started quickly.
  • Users like the structure and organization that help teams manage sales workflows consistently and keep the process clear and connected.
Cons
  • Users find the pricing high, with costs rising as teams add users or advanced features.
  • Users find advanced features like automation, reporting, and customization restricted to higher-priced plans, with upgrades sometimes feeling costly.
  • Users find reporting limited and rigid, custom reports difficult to build, and some metrics or results inconsistent.
  • Users find the interface cluttered and unintuitive, making features and information difficult to locate and navigation confusing.
  • Users find customization restrictive and often complex, especially when tailoring records, properties, and views to specific business needs.

What Are Recent G2 Reviews of HubSpot Sales Hub?

What Are G2 Users Discussing About HubSpot Sales Hub?

Gong

Gong is a software designed to transform how revenue teams win by unifying data, insights, and workflows into a single operating system for sales execution. The software provides deep customer and team understanding, automated workflow execution, and deal intelligence by leveraging the Gong Revenue Graph, AI-powered intelligence, and specialized agents. It automates critical sales workflows and reduces manual effort involved in note-taking, lead generation, and deal tracking. Gong addresses fragmented revenue operations by observing, guiding, and acting alongside sales teams within one trusted platform. The software supports use cases including pipeline management, sales coaching, and revenue forecasting for more than 5,000 companies worldwide, including LinkedIn, Shopify, Slack, and Twilio.

Average Rating: 4.7/5.0

Total Reviews: 6,611

How Do G2 Users Rate Gong?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.3/10)
  • Data Segmentation: 8.6/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.4/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Gong?

  • Seller: Gong
  • Company Website:
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    3,587 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 68% Medium, 18% Large

What Do G2 Reviewers Say About Gong?

AI-generated summary from verified user reviews

Pros
  • Users value AI-powered analysis that quickly turns sales conversations into actionable insights and reveals cross-call trends.
  • Users like the intuitive, easy-to-navigate interface, which helps them find what they need and handle daily tasks with ease.
  • Users value reliable call recording that preserves conversations for later review and reference.
  • Users value the time saved on call reviews, follow-ups, and routine sales work, helping them handle daily tasks more efficiently.
  • Users like concise automatic call summaries that capture key takeaways and help them quickly catch up on meetings.
Cons
  • Users find search and filtering unintuitive and unreliable, making it difficult to locate specific calls, people, and information.
  • Users find the interface cluttered and unintuitive, making navigation and locating features difficult, especially for new users.
  • Users find the pricing expensive, especially for smaller teams and when adding seats or paying for separate features.
  • Users say transcripts can be inaccurate, especially with names, technical terms, fast speech, and noisy audio.
  • Users find AI insights inaccurate and inconsistent, often misreading conversation context and requiring manual review.

What Are Recent G2 Reviews of Gong?

What Are G2 Users Discussing About Gong?

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Pipedrive

Pipedrive is a software designed to help sales teams of all sizes close more deals through an easy-to-use customer relationship management platform. The software provides customizable sales pipelines, real-time performance insights, and AI-powered selling features by leveraging an intuitive pipeline-focused interface. It automates deal tracking and follow-up workflows and reduces the manual effort of managing leads and opportunities across the sales cycle. Pipedrive addresses the challenge of slow, disorganized sales processes by giving teams clear visual pipeline management and actionable data. The software supports use cases including lead management, activity scheduling, and sales reporting for more than 100,000 companies worldwide.

Average Rating: 4.3/5.0

Total Reviews: 5,050

How Do G2 Users Rate Pipedrive?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.3/10)
  • Data Segmentation: 8.0/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 7.8/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Pipedrive?

  • Seller: Pipedrive
  • Company Website:
  • Year Founded: 2010
  • HQ Location: New York
  • LinkedIn® Page: www.linkedin.com
    1,124 employees on LinkedIn®
  • Phone: +1 (650) 924-9906

Who Uses This Product?

  • Who Uses This: CEO, Sales Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 74% Small, 22% Medium

What Do G2 Reviewers Say About Pipedrive?

AI-generated summary from verified user reviews

Pros
  • Users like its intuitive, straightforward interface, which makes navigating and managing the sales pipeline easy.
  • Users value the platform’s customization and flexibility, which let them tailor pipelines, fields, and workflows to their business needs.
  • Users like the clear visual pipeline overview, which lets them quickly see each deal’s stage and status.
  • Users like the clean, well-organized interface, which keeps information clear and easy to navigate.
  • Users value the broad, easy integrations with other apps and business systems, which help keep their tools connected.
Cons
  • Users find reporting shallow and difficult to customize, with limited depth and flexibility for advanced analysis.
  • Users find customization of fields, layouts, and workflows too limited for their needs.
  • Users find the interface and workflows unintuitive, with a learning curve and extra clicks making day-to-day use harder.
  • Users say limited native integrations leave some connections unavailable or dependent on third-party tools.
  • Users find useful features locked behind higher-priced plans or add-ons, sometimes requiring upgrades for basic CRM capabilities.

What Are Recent G2 Reviews of Pipedrive?

What Are G2 Users Discussing About Pipedrive?

FAQs About Sales Analytics Software

Generated using AI

Last updated: April 27, 2026

Which solution supports multi-channel sales data tracking?

Based on G2 reviews, several products are used to centralize activity from multiple sales channels.

  • HubSpot Sales Hub -- reviewers frequently use it to track emails, calls, deals, tasks, and pipeline activity in one place, with repeated mentions of integrations across other business tools.
  • Agentforce Sales (formerly Salesforce Sales Cloud) -- users describe it as a central system for leads, opportunities, customer data, and cross-team sales activity, often highlighting integrations and a unified customer view.
  • Pipedrive -- recent reviewers highlight its ability to organize deals, emails, activities, reminders, and integrations in a clear pipeline-focused workflow.
  • Gong -- reviewers use it to capture calls, emails, meeting history, and account context, helping teams analyze customer interactions across channels.

Which vendor offers real-time sales KPI dashboards?

Based on G2 reviews, these products are often used for live visibility into sales activity and pipeline progress.

  • Agentforce Sales (formerly Salesforce Sales Cloud) -- reviewers repeatedly mention dashboards and reports for pipeline visibility, rep performance tracking, and monitoring KPIs in one place.
  • HubSpot Sales Hub -- users often reference dashboards for tracking deals, team activity, forecasts, and customer progress with real-time updates.
  • Clari -- reviewers highlight forecast views, pipeline visibility, and dashboard layouts that help teams monitor business performance and deal movement.
  • Pipedrive -- users describe visual dashboards and reporting that make it easier to track pipeline stages, activities, and sales performance trends.

Which vendor provides AI-powered sales performance insights?

Based on G2 reviews, these products are commonly mentioned for AI-assisted analysis and coaching.

  • Gong -- reviewers frequently mention AI summaries, call analysis, coaching insights, forecasting support, and surfacing risks or next steps from conversations.
  • Clari -- users describe AI-assisted forecasting, predictive views, and pipeline signals that help sales teams understand deal progress and expected outcomes.
  • Agentforce Sales (formerly Salesforce Sales Cloud) -- reviewers often cite AI-driven lead scoring, opportunity insights, automation, and reporting that support sales productivity.
  • Substrata -- recent reviews emphasize AI-generated insights from conversations, buyer intent signals, and guidance that supports prioritization and deal strategy.

What is sales analytics software?

Sales analytics software helps teams organize and interpret sales activity, pipeline movement, customer interactions, and performance trends in one place. Across recent reviews in this category, users consistently describe these tools as a way to replace scattered spreadsheets and disconnected systems with clearer visibility into deals, forecasts, tasks, and team activity. Common use cases include tracking leads and opportunities, monitoring dashboards and reports, reviewing customer conversations, and identifying where follow-up or coaching is needed. Review themes also show that buyers value automation, centralized data, and easier reporting, while often noting that setup, customization, or learning the interface can take time depending on the product.

How do teams use AI and automation in sales analytics?

According to verified users, teams most often use AI and automation in sales analytics to reduce manual work and surface clearer next steps. Recent reviews repeatedly mention automated follow-ups, task reminders, call summaries, forecasting support, lead scoring, and faster access to account history or pipeline changes. Users also describe AI helping analyze customer conversations, identify risk signals, summarize meetings, and highlight where reps may need coaching. At the same time, reviews show a common theme that these features work best when the underlying data is organized well. Buyers often value the time savings and visibility, but they also mention a learning curve when adopting more advanced workflows, dashboards, or AI-driven insights.

Salesloft

Salesloft is a software designed to help revenue organizations move beyond fragmented sales applications and drive predictable, scalable growth through a unified AI-powered platform. The software provides deal data signal capture, pipeline risk identification, forecast management, and aligned sales execution by leveraging tailor-built AI that creates context and drives action across sales teams. It automates proactive outreach and follow-up workflows and reduces hours lost to siloed insights and disconnected sales processes. Salesloft addresses misaligned revenue execution and unpredictable forecasting by giving sales teams shared understanding and faster decision-making within a single system. The software supports use cases including sales engagement, pipeline management, and enterprise-scale revenue execution for customers such as Adobe, 3M, IBM, and Zoom.

Average Rating: 4.5/5.0

Total Reviews: 9,677

How Do G2 Users Rate Salesloft?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.3/10)
  • Data Segmentation: 8.3/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.3/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Salesloft?

  • Seller: Salesloft
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Atlanta, GA
  • LinkedIn® Page: www.linkedin.com
    1,098 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: 51% Medium, 32% Large

What Do G2 Reviewers Say About Salesloft?

AI-generated summary from verified user reviews

Pros
  • Users find Salesloft easy to use, appreciating its convenience in reducing admin tasks and connecting with calendars.
  • Users find Salesloft to be helpful for reducing admin tasks and enhancing productivity with convenient scheduling and analytics.
  • Users value the enhanced human support and seamless CRM integration that boost their productivity and reporting.
  • Users value the automation capabilities of Salesloft, enhancing productivity and simplifying activity tracking within their CRM.
  • Users value the time-saving features of Salesloft, which simplify admin tasks and streamline outreach processes.
Cons
  • Users find the missing features in Salesloft frustrating, particularly for sharing cadences and account hierarchy.
  • Users report call issues with Salesloft, including glitches and lack of VoIP options affecting communication efficiency.
  • Users face integration issues with Salesloft, experiencing email disconnects and security concerns that disrupt workflows.
  • Users find the learning curve steep, especially new SDRs facing challenges with cadences and setup complexities.
  • Users experience technical limitations with Salesloft, including syncing errors and challenges in sharing cadences across teams.

What Are Recent G2 Reviews of Salesloft?

What Are G2 Users Discussing About Salesloft?

Substrata

Substrata is a software designed to help dealmakers sell smarter and close more deals by uncovering the behavioral dynamics within sales conversations. The software provides analysis of attitudes, emotions, intentions, and power dynamics by leveraging AI-driven behavioral data analysis. It automates the interpretation of client interaction signals and reduces blind spots in understanding buyer intent and social context. Substrata addresses the challenge of hidden deal risk and misread buyer sentiment by surfacing real-time behavioral intelligence for sales professionals. The software supports use cases including opportunity qualification, client conversation analysis, and AI-assisted sales strategy for small and mid-market businesses.

Average Rating: 4.9/5.0

Total Reviews: 1,132

How Do G2 Users Rate Substrata?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.3/10)
  • Data Segmentation: 9.4/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 9.4/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Substrata?

  • Seller: Substrata
  • Year Founded: 2020
  • HQ Location: Tel Aviv, Israel
  • LinkedIn® Page: www.linkedin.com
    31 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Development Representative, Project Manager
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 45% Small, 41% Medium

What Do G2 Reviewers Say About Substrata?

AI-generated summary from verified user reviews

Pros
  • Users value the accurate intelligence from Substrata, enhancing strategic decisions and client relationship management with confidence.
  • Users appreciate the helpful insights from Substrata that enhance client relationships and drive successful negotiations.
  • Users value Substrata's simplified workflow and behavioral insights that enhance negotiation strategies and client engagement.
  • Users value Substrata for its accurate intelligence and simplified workflow, enhancing relationship strategies and client engagement.
  • Users appreciate the time-saving capabilities of Substrata, enhancing workflow efficiency and prioritization of tasks seamlessly.
Cons
  • Users feel that Substrata's steep learning curve can make setup and customization challenging for new users.
  • Users are frustrated by limited customization options in Substrata, wishing for better reporting and more intuitive exports.
  • Users find the initial setup and data analysis of Substrata complicated, affecting usability and workflow efficiency.
  • Users find the time-consuming nature of advanced analytics and integrations frustrating, particularly when seeking quick insights.
  • Users struggle with dashboard issues, including data gaps, poor customization, and overwhelming analytics during critical negotiations.

What Are Recent G2 Reviews of Substrata?

IBM Planning Analytics

IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across functions including Finance, Supply Chain, HR, Marketing, and Sales. The software provides integrated financial and operational planning, AI-powered forecasting, interactive performance dashboards, and collaborative decision-making by leveraging built-in AI, a generative AI assistant, and a governed single source of truth. It automates data integration and scenario modeling and reduces the errors and inefficiencies associated with manual planning models. IBM Planning Analytics addresses fragmented and error-prone planning processes by connecting financial and operational plans across teams within a single governed platform. The software supports use cases including real-time performance tracking, predictive scenario analysis, and cross-functional planning collaboration for mid-market and enterprise organizations.

Average Rating: 4.4/5.0

Total Reviews: 248

How Do G2 Users Rate IBM Planning Analytics?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.3/10)
  • Data Segmentation: 8.6/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.3/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind IBM Planning Analytics?

  • Seller: IBM
  • Company Website:
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®
  • Ownership: SWX:IBM

Who Uses This Product?

  • Who Uses This: Financial Analyst
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 48% Large, 36% Medium

What Do G2 Reviewers Say About IBM Planning Analytics?

AI-generated summary from verified user reviews

Pros
  • Users praise IBM Planning Analytics for its high efficiency in managing data and automating tasks seamlessly.
  • Users value the planning efficiency of IBM Planning Analytics, effectively transforming chaos into structured, actionable insights.
  • Users value the speed and clarity of IBM Planning Analytics, enabling rapid modeling and insightful decision-making.
  • Users praise the ease of use of IBM Planning Analytics, enabling seamless planning and engagement with advanced insights.
  • Users appreciate the high accuracy of forecasting in IBM Planning Analytics, enabling efficient data handling and real-time insights.
Cons
  • Users find the learning curve challenging, especially for teams unfamiliar with analytics tools, requiring time and patience.
  • Users find the learning difficulty in IBM Planning Analytics can be challenging, especially for those unfamiliar with analytics tools.
  • Users find the user difficulty steep, requiring time and expertise, which may intimidate those unfamiliar with analytics tools.
  • Users find the difficult learning curve challenging, especially for teams unfamiliar with analytics tools and complex workflows.
  • Users find the complexity of IBM Planning Analytics challenging, necessitating technical expertise and patience during onboarding.

What Are Recent G2 Reviews of IBM Planning Analytics?

What Are G2 Users Discussing About IBM Planning Analytics?

Close

Close is a software designed to help sales teams act on their CRM data and close more deals through built-in calling, email, SMS, and automation in a single platform. The software provides instant lead outreach, automated follow-up, and AI-driven prospect qualification by leveraging Chloe, a native AI sales teammate that takes real conversational action. It automates lead engagement and re-engagement workflows and reduces dropped leads and stalled deals by ensuring every prospect receives a timely response. Close addresses the inefficiency of stitching together separate communication tools by embedding all outreach channels directly into the CRM. The software supports use cases including inbound lead response, pipeline acceleration, and meeting booking for more than 10,000 small and mid-market sales teams.

Average Rating: 4.7/5.0

Total Reviews: 2,138

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How Do G2 Users Rate Close?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.3/10)
  • Data Segmentation: 8.6/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.7/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Close?

  • Seller: Close
  • Company Website:
  • Year Founded: 2013
  • HQ Location: 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
  • LinkedIn® Page: www.linkedin.com
    214 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 77% Small, 19% Medium

What Do G2 Reviewers Say About Close?

AI-generated summary from verified user reviews

Pros
  • Users find Close to be extremely user-friendly, enabling quick access to essential features for efficient business management.
  • Users find Close to be incredibly helpful, especially with its intuitive design and fast customer support.
  • Users love the simplicity and user-friendliness of Close, making customer management and prospect tracking effortless.
  • Users appreciate the enhanced communication management features of Close, streamlining client interactions effectively and efficiently.
  • Users love the intuitive design of Close, finding it user-friendly and efficient for their needs.
Cons
  • Users note the missing features in Close, like mobile app limitations and no WhatsApp integration, affecting usability.
  • Users experience call issues, including unexpected charges and recording failures, which can hinder effective usage.
  • Users find the limited features of Close restrictive, particularly for B2C needs and advanced functionalities.
  • Users find the learning curve steep, with challenges in merging leads and managing custom reports effectively.
  • Users find the limited customization of Close frustrating, particularly for tailored reports and advanced dashboards.

What Are Recent G2 Reviews of Close?

What Are G2 Users Discussing About Close?

SAP Sales Cloud

SAP Sales Cloud is a software designed to make intelligent selling simple by connecting data, processes, and people within a unified sales automation and CRM platform. The software provides intelligent recommendations, sales engagement optimization, and adaptive process management by leveraging SAP's integrated data and insight capabilities. It automates sales guidance workflows and reduces guesswork by surfacing actionable recommendations that help sellers focus on the right opportunities. SAP Sales Cloud addresses disconnected data and inconsistent sales execution by uniting people, processes, and systems to drive revenue and customer loyalty. The software supports use cases including enterprise sales process optimization, opportunity management, and adapting to shifting market requirements across mid-market and enterprise organizations.

Average Rating: 4.2/5.0

Total Reviews: 903

How Do G2 Users Rate SAP Sales Cloud?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.3/10)
  • Data Segmentation: 8.6/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.9/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind SAP Sales Cloud?

  • Seller: SAP
  • Company Website:
  • Year Founded: 1972
  • HQ Location: Walldorf
  • LinkedIn® Page: www.linkedin.com
    149,349 employees on LinkedIn®
  • Ownership: NYSE:SAP

Who Uses This Product?

  • Who Uses This: Consultant, Associate Consultant
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 44% Large, 36% Medium

What Do G2 Reviewers Say About SAP Sales Cloud?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in SAP Sales Cloud enhances task management and simplifies handling multiple opportunities.
  • Users appreciate the strong integration with the SAP ecosystem, enhancing efficiency and data-driven decision-making.
  • Users value the strong analytics and forecasting tools in SAP Sales Cloud, enhancing their reporting and insights capabilities.
  • Users value the deep integration with the SAP ecosystem, enhancing their sales operations and data management capabilities.
  • Users appreciate the efficient lead tracking in SAP Sales Cloud, streamlining access to essential information for better sales management.
Cons
  • Users find the learning curve steep, making initial setup and daily tasks challenging and time-consuming.
  • Users find that limited customization hampers efficiency and complicates basic tasks in SAP Sales Cloud.
  • Users find the complexity of SAP Sales Cloud hinders daily tasks, impacting efficiency and user experience.
  • Users find SAP Sales Cloud's interface not intuitive, particularly for new users navigating complex workflows and features.
  • Users find SAP Sales Cloud expensive, needing cost-effective options and simpler onboarding for better accessibility.

What Are Recent G2 Reviews of SAP Sales Cloud?

What Are G2 Users Discussing About SAP Sales Cloud?

Zoho CRM

Zoho CRM is a software designed to provide mid-scale businesses and large enterprises with a 360-degree view of their customer relationships and sales operations. The software provides contact management, pipeline management, sales forecasting, marketing campaign management, and customer support by leveraging an AI-powered conversational assistant and cloud-based infrastructure. It automates workflow execution and task management and reduces manual coordination across sales, marketing, and service functions. Zoho CRM addresses the challenge of managing fragmented business operations by consolidating all customer-facing activities into a single system integrated with 500-plus popular business applications. The software supports use cases including inventory management, reporting and analytics, and end-to-end sales cycle management for small, mid-market, and enterprise organizations.

Average Rating: 4.1/5.0

Total Reviews: 2,854

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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)
  • Data Segmentation: 8.5/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.3/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    30,913 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: 61% Small, 33% Medium

What Do G2 Reviewers Say About Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users like the intuitive, user-friendly interface, which makes everyday navigation and common CRM tasks easy to learn.
  • Users value its broad, seamless integrations with Zoho apps and other business tools, helping connect workflows and save time.
  • Users value the extensive customization of fields, layouts, and workflows, which lets them tailor the CRM to their business needs.
  • Users value the broad, useful feature set, which brings together capabilities for managing CRM and wider business needs.
  • Users value the workflow automation for reducing manual work and handling repetitive tasks like follow-ups and lead assignments.
Cons
  • Users say the platform takes time to learn, especially for beginners and when exploring advanced features.
  • Users report slow loading and occasional lag, especially when working with large datasets or complex workflows.
  • Users report slow, inconsistent support responses and difficulty getting effective help with complex issues.
  • Users find the interface cluttered and overwhelming, with too many options and elements on screen.
  • Users find integrations difficult to configure and need extra setup or manual troubleshooting to get them working reliably.

What Are Recent G2 Reviews of Zoho CRM?

What Are G2 Users Discussing About Zoho CRM?

Bigin by Zoho CRM

Bigin by Zoho CRM is a software designed to help small businesses, startups, and customer-facing teams manage customer relationships and unify all customer-facing operations in one simplified platform. The software provides pipeline management, marketing, sales, onboarding, delivery, and support capabilities by leveraging an affordable, mobile-accessible CRM built for ease of use. It automates customer operation workflows and reduces complexity that often makes traditional CRMs inaccessible to smaller teams. Bigin by Zoho CRM addresses the challenge of fragmented customer management for small businesses by offering a streamlined, collaborative system that requires minimal technical expertise. The software supports use cases including end-to-end customer lifecycle management and team collaboration for more than 20,000 small businesses and SMBs worldwide.

Average Rating: 4.6/5.0

Total Reviews: 873

How Do G2 Users Rate Bigin by Zoho CRM?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.3/10)
  • Data Segmentation: 8.2/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 7.7/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Bigin by Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 90% Small, 9% Medium

What Do G2 Reviewers Say About Bigin by Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Bigin by Zoho CRM, finding its interface simple and clear for beginners.
  • Users love the simple and clean interface of Bigin by Zoho CRM, making it easy to set up and use.
  • Users appreciate the intuitive interface of Bigin by Zoho CRM, making it easy to manage leads effectively.
  • Users appreciate the simplicity of Bigin by Zoho CRM, finding the clean interface and easy setup ideal for small businesses.
  • Users value the comprehensive integrations and affordability of Bigin by Zoho CRM, simplifying their sales processes.
Cons
  • Users note the missing features in Bigin, including a dedicated "Leads" module and advanced email sequences.
  • Users find the limited features of Bigin restrict their ability to manage complex workflows and campaigns effectively.
  • Users find Bigin's limited customization restrictive, making it hard to adapt to unique workflows or complex needs.
  • Users face integration issues with Bigin, requiring multiple steps for marketing campaigns and complex field mapping.
  • Users find limited integrations, particularly with MS365, restricting their overall functionality and connectivity with other apps.

What Are Recent G2 Reviews of Bigin by Zoho CRM?

What Are G2 Users Discussing About Bigin by Zoho CRM?

CaptivateIQ

CaptivateIQ is a software designed to bring quota, territory, headcount, and compensation planning into a single AI-powered workspace for modern revenue teams. The software provides incentive compensation management, sales planning, performance tracking, and real-time what-if scenario modeling by leveraging SmartGrid, a proprietary no-code modeling engine with a familiar spreadsheet-like interface. It automates commission calculations, approval workflows, and plan iteration and reduces errors and rework associated with legacy SPM tools and manual spreadsheets. CaptivateIQ addresses the misalignment between sales strategy and incentive execution by connecting planning, measurement, and payout in one shared source of truth for RevOps, Finance, and Sales teams. The software supports use cases including capacity planning, earnings visibility for sales reps, and enterprise-grade reporting for more than 800 companies, including Boston Scientific, Datadog, and 6sense.

Average Rating: 4.7/5.0

Total Reviews: 3,418

How Do G2 Users Rate CaptivateIQ?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.3/10)
  • Data Segmentation: 8.4/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 8.0/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind CaptivateIQ?

  • Seller: CaptivateIQ
  • Company Website:
  • Year Founded: 2017
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    282 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% Medium, 26% Large

What Do G2 Reviewers Say About CaptivateIQ?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in CaptivateIQ, enhancing visibility on earnings and simplifying reporting processes.
  • Users commend the improved payout visibility in CaptivateIQ, making earnings tracking easier and more transparent.
  • Users find CaptivateIQ's helpful explanations and straightforward tracking tools enhance their understanding of incentive payments.
  • Users appreciate the accuracy in tracking commissions, finding reports detailed and easy to analyze for team performance.
  • Users appreciate the intuitive design of CaptivateIQ, finding it easy to analyze earnings and access information.
Cons
  • Users report a learning curve with CaptivateIQ, but support helps ease the transition for new users.
  • Users feel the absence of missing features limits their ability to fully utilize CaptivateIQ's capabilities.
  • Users find reporting issues cumbersome and time-consuming, hindering their overall experience with CaptivateIQ.
  • Users find the difficult learning curve challenging, despite good support and powerful dashboard capabilities.
  • Users find the slow loading of CaptivateIQ frustrating, making reporting and dashboard creation feel time-consuming.

What Are Recent G2 Reviews of CaptivateIQ?

What Are G2 Users Discussing About CaptivateIQ?

Salesken

Salesken.ai is a Sales AI platform designed to enhance sales team performance while lowering acquisition costs. By offering real-time cues during conversations, the tool empowers sales reps to engage more effectively with customers. Salesken also provides leaders and reps with full visibility into every call through advanced Call Analytics, capturing emotions, objections, intent, and more. Salesken delivers tailored solutions for both Sales Leaders and Reps, driving revenue success through: - Pipeline Management: Accurate forecasts based on deep conversation insights. - Deal Tracking: Instant summaries, identification of BANT gaps, and clear next steps. - Team Coaching: Personalized coaching for each rep and every deal, on demand. - Marketing Insights: Actionable insights extracted from sales conversations. - Quality Assurance: Evaluate 100% of sales calls with AI-driven QA, offering personalized coaching and reducing manual efforts while improving overall sales quality and consistency For Sales Reps, Salesken offers: - Real-Time Cueing: Provides live cues and battle cards to help reps perfect their pitches. - CRM Enrichment: Automates CRM data entry and updates. - Custom Outreach: Simplifies and automates outreach, saving time and increasing efficiency. Salesken is the go to AI for the whole sales team. Book a demo and learn about more features and capabilities.

Average Rating: 4.9/5.0

Total Reviews: 386

How Do G2 Users Rate Salesken?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.3/10)
  • Data Segmentation: 9.7/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 9.8/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 9.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Salesken?

  • Seller: Salesken
  • Year Founded: 2018
  • HQ Location: New York, New York
  • LinkedIn® Page: www.linkedin.com
    81 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales, Sales Executive
  • Top Industries: Education Management, E-Learning
  • Company Size: 57% Medium, 37% Large

What Do G2 Reviewers Say About Salesken?

AI-generated summary from verified user reviews

Pros
  • Users value the helpful insights from Salesken, facilitating improved call organization and enhanced sales performance.
  • Users value the effective feedback management of Salesken, enhancing productivity and helping plan customer calls more efficiently.
  • Users value the AI-driven feedback from Salesken, significantly enhancing productivity and call success for sales teams.
  • Users praise the automation capabilities of Salesken, enhancing productivity and providing real-time feedback for sales teams.
  • Users rave about Salesken's efficiency, noting significant productivity boosts through actionable data and real-time feedback.
Cons
  • Users often face call issues with Salesken, including connection problems and a desire for more customization.
  • Users desire more customization and reliability for calls in Salesken, citing connection issues as a significant drawback.
  • Users express frustration over poor transcription, which negatively impacts their overall experience with Salesken.
  • Users report encountering recording issues with transcripts and difficulties in connecting calls, impacting their overall experience.
  • Users often experience accuracy issues with transcripts, which detracts from their overall satisfaction with Salesken.

What Are Recent G2 Reviews of Salesken?

What Are G2 Users Discussing About Salesken?

Coefficient

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

Average Rating: 4.7/5.0

Total Reviews: 206

How Do G2 Users Rate Coefficient?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.3/10)
  • Data Segmentation: 8.0/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 7.0/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Coefficient?

  • Seller: Coefficient
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Palo Alto, CA
  • LinkedIn® Page: www.linkedin.com
    70 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 35% Small

What Do G2 Reviewers Say About Coefficient?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Coefficient, enjoying seamless data extraction and hassle-free synchronization across tools.
  • Users value the automation capabilities of Coefficient, making data management effortless and efficient.
  • Users appreciate the seamless integrations of Coefficient, enabling effortless data flow between systems like Salesforce and QuickBooks.
  • Users value the time-saving automation of Coefficient, reclaiming hours in their weekly reporting tasks.
  • Users find easy integrations with Coefficient seamless, enhancing productivity and simplifying their data workflow considerably.
Cons
  • Users find the limited filtering options in Coefficient restrictive and detrimental to their data analysis experience.
  • Users find the feature limitations of Coefficient frustrating, particularly with filtering and integration challenges.
  • Users find the limit of Google Sheets for multiple filters and imports restricts their data management capabilities.
  • Users find the missing features in Coefficient limiting, especially with filters and integrating charts from SFDC.
  • Users face integration issues with Coefficient, leading to frustrating limitations when connecting to other tools and systems.

What Are Recent G2 Reviews of Coefficient?

Teamgate

Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. We pride ourselves on empowering Sales and Sales teams to increase their speed of execution across the entire sales cycle. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential.

Average Rating: 4.6/5.0

Total Reviews: 18

How Do G2 Users Rate Teamgate?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.3/10)
  • Data Segmentation: 9.3/10 (Category avg: 8.7/10)
  • Opportunity Scoring: 9.0/10 (Category avg: 8.4/10)
  • Interactive Dashboards: 9.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Teamgate?

Who Uses This Product?

  • Company Size: 70% Small, 20% Medium

What Do G2 Reviewers Say About Teamgate?

AI-generated summary from verified user reviews

Pros
  • Customers praise TeamGate for their exceptional and responsive customer support, enhancing user experience and software utilization.
  • Users appreciate the ease of use of TeamGate, enjoying seamless integration and intuitive customer data management.
  • Users value the informative and user-friendly analytics of Teamgate, enhancing their sales strategy effectively.
  • Users value Teamgate for its convenient all-in-one management platform, enhancing operations and customer relationships effectively.
  • Users value the convenience and user-friendliness of Teamgate for seamless customer and sales management.
Cons
  • Users find Teamgate expensive and lacking essential features in business plans, offering less value for smaller companies.
  • Users find the lack of essential features in Teamgate's business plan limits their sales effectiveness for small companies.
  • Users find the missing features in Teamgate's business plan essential, making it challenging for small companies to fully utilize it.
  • Users feel the limited features in the business plan hinder sales effectiveness and may lead to costly alternatives.
  • Users experience visibility issues that prevent accessing essential features for sales in Teamgate's business plan.

What Are Recent G2 Reviews of Teamgate?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 7, 2026

Sales Analytics Topics

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Learn More About Sales Analytics Software

What is Sales Analytics Software?

Sales analytics software estimates the likelihood of sales outcomes using algorithms based on existing CRM software data. In other words, sales analytics tools are meant to simplify sales forecasting and present predictive sales data in the form of statistical datasets and reports. Data is collected, modeled, analyzed, and then deployed within the tool in a readable manner that sales teams can filter and analyze. One of the major perks of sales analytics software is the ability to automate sales pipeline pattern tracking, eliminating the time-consuming task of tracking this data manually via spreadsheets. In terms of forecasting, teams can analyze pipeline activity over a period of time and compare multiple forecast models without the hassle of manually building a report.

Key Benefits of Sales Analytics Software

  • View sales data in a variety of different ways
  • Improve sales forecasting
  • Evaluate sales performance more precisely
  • Identify challenges encountered by your sales team
  • Manage your sales pipeline and solve problems before they arise


Why Use Sales Analytics Software?

This type of tool ultimately helps sales teams make more successful decisions. It also helps teams analyze their overall sales process and recognize better sales opportunities. Compiled datasets can be used to examine pipeline insights in an effort to understand where sales are being lost, which industries generate the most success, and which sales tactics are most effective. While this feature is the lifeblood of the tool, there are a few other reasons to implement a sales analytics software:

More quick wins — Sales analytics help visualize sales projects and cross-selling opportunities that are considered easy to win based on forecasting patterns and pipeline location. This data helps sales teams prioritize projects that are most likely to make it through to the end of the pipeline and ultimately become a customer. The datasets also visualize the potential for risky sales, allowing managers to spend more time planning and analyzing the correct pathway to a win.

Team analytics — Not only do sales analytics tools help visualize sales data, but they also measure team analytics. Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. Sales gamification software can typically be integrated with sales analytics software for additional team motivation.

Integrations — Sales analytics solutions easily integrate with other types of sales software offerings. By integrating with other sales software tools, you will also likely be able to simplify the workflow of your sales team. Rather than having several different tools open at a time, all of the information from all of your software will be accessible from one spot.


Who Uses Sales Analytics Software?

Sales analytics software is, unsurprisingly, a big asset to sales teams as a whole. Depending on the department, the tool is helpful in a variety of ways:

Sales representatives — Sales teams use sales analytics tools for forecasting sales outcomes, which efficiently helps with prioritizing easy versus difficult sales projects and helps measure the potential of closing sales.

Sales operations — Sales representatives often use sales analytics on their own, but sales operations teams help representatives filter and understand the effectiveness of particular datasets and help convey project success, where needed. The goal of sales operations teams is to help representatives focus on selling, so operations teams typically handle the project management and training with the tool depending on the experience representatives have with understanding the datasets involved.

Sales managers — Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall.


Sales Analytics Software Features

Dashboards — Sales analytics tools differ in the type and customizability of their dashboards. Some products offer dashboards that are highly dynamic, allowing you to view data in a large number of ways by segmenting information. Others have dashboards that are more static, so sales teams cannot customize them. These options are often less expensive and typically easier for sales representatives to manage.

Forecasting analytics — Forecasting analytics alleviates human error by automating forecasting predictions and eliminating the need for modeling manually via spreadsheets. The forecasting features provide informative datasets in a visual format to help sales teams predict sales outcomes.

Mobile capabilities — Sales teams, especially outside sales teams, are often on the go and rely on mobile phones to take care of a lot of their sales functions. Many solutions offer dataset visualization across multiple platforms, including mobile.

Lead analytics — A beneficial use for sales analytics software is predictive lead scoring, which identifies trends in the customer pipeline and uses these trends to predict how far along a lead is in the pipeline. This allows sales teams to qualify and prioritize opportunities based on which leads are most likely to close. This feature works similarly, and can be integrated with, sales intelligence software.