Revenue Operations Software

As companies scale, systems break. Every team builds their own process, data gets siloed, and efficiency tanks. To grow better, operations teams need the tools that make them central to growth — not an afterthought. Whether you’re part of a central RevOps team or run Ops for a single department, Operations Hub gives you a unified toolset that connects apps, cleans customer data, and automates business processes under one central CRM platform. The result? An efficient, aligned, and adaptable business that delivers a friction-free customer experience. Keep your apps and data in sync in an easy, no-code package. Get bidirectional sync, custom field mappings, filtering, and historical syncing so all your teams stay aligned. Eliminate time-consuming data cleanup. Automatically fix date properties, format names, and more with new out-of-the-box automations. Enjoy the flexibility to store and customize all your data in HubSpot.

Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more.

The central nervous system for revenue. Never miss a revenue signal. Get the right data to the right people, when and where they need it, and empower them to perform. Know when something important happens - from lead to close to case. Equip your team with the information they need and guide them to the best corresponding action. Work in the place you already spend your time. Search, access, and edit your CRM right from Slack & MS Teams. See what matters. Know who's doing what. Step in to coach. Measure performance. Track the impact of key initiatives. Troops notifies you in real time when anything happens that has a material impact on revenue. Troops makes it easy for your teams to see and do the right things at the right time, across devices so that teams can perform at the highest level. Troops helps customer-facing teams handle routine tasks and actions faster so they can spend more time with customers and prospects.

A Revenue Operations Platform that accelerates revenue results. Automated CRM updates? Check. Time series analysis? Check. But Clari is much more than innovative features. By combining revenue intelligence with forecasting and execution insights, Clari solves your real problem—efficiently and predictably hitting your targets, quarter after quarter, year after year. Purpose-built to drive more predictable revenue, Clari’s Revenue Operations Platform takes previously untapped data—from email, CRM, call logs and beyond—and turns it into execution insights for your entire revenue team. Clari backs up human intuition with AI insights, so your team can forecast with newfound accuracy and foresight—using a consistent, automated process that flexes to manage every business in your company. Harvest valuable activity data from reps, prospects and customers so you always know what’s going on in your deals, your teams, and in your business.

Get powerful visibility into your customer interactions with revenue intelligence. Win more deals. Skyrocket rep success. Gain critical market intelligence. Replicate what your best reps do. Transform your team into quota-shattering super sellers. Stop deals from stalling. Keep every deal on a path to close. Solidify next steps every time. Hear the unfiltered voice of your market. Guarantee success when rolling out new initiatives. Clone your most successful sellers. Pull back the curtain on what separates your best reps from the rest, according to data. Turn your average sellers into stars.

SalesDirector.ai is a revenue data platform that helps B2B sales organizations scale by capturing and delivering intelligent sales data and analytics to the entire revenue stack. We capture email and calendar data from sales rep activity and cross-reference it with CRM data to deliver predictive insights about their pipelines, behavior and customer interactions. These insights are delivered directly to their CRM or can be visualized in their favorite BI tool (such as Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). Armed with these predictive insights, sales organizations can accelerate and optimize their opportunity pipelines, increase their win-rates and power their entire revenue stack with reliable, intelligent sales data. SalesDirector.ai is used by leading companies like MongoDB, JD Power, Digital Map, Wicresoft and DeltaData.

Discover the story your data has to tell. Tableau CRM (formerly Einstein Analytics) empowers your Salesforce CRM users with actionable insights and AI-driven analytics right in their workflow. Work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take while you stay in the flow. Use the action framework to take action on a record like collaborating in Chatter, updating records, and sharing visualizations with the team. Tableau CRM is native to Salesforce so data can be seamlessly woven into every action and decision taken in Salesforce. Get trusted predictive models in your Tableau workflows for speedy decision-making. Spot opportunities and predict outcomes with Tableau CRM.

Our goal, in Cube RM, is to empower large enterprises to accelerate revenue growth and be more productive in the process. We do that by offering a Revenue Management & Optimization software suite including an intuitive Tender management & CPQ system with integrated pricing guidance. Leveraging state of the art technologies like Natural Language Processing and Machine Learning and software automation to help companies efficiently create and evaluate sales quotes & tender proposals and identify optimum pricing.

MoData is a fully automated sales BI platform designed for high-growth teams looking to scale. Intuitively visualized, it provides 360-degree insight on the past, present, and future of your sales team, instantly connecting you with the information you need to make fast confident decisions. From tracking quota to spotting which rep needs more pipeline, MoData is the best all-purpose BI tool for SMB that comes ready to use right out of the box - no assembly required.

Reveal is how Partnership, Marketing, and Sales teams multiply their win rate, up to 3x, by connecting their CRM into their ecosystem, to identify and convert strategic leads. It’s intuitive and as free as an epiphany. Joining forces makes us stronger, in business just as much as in everything else. That's why we help B2B companies accelerate their growth by coming together. By comparing CRM data from both sides, Reveal identifies common, high-potential accounts and new qualified leads. Creating more value together is the new norm, and we call it Collaborative Growth. And we think it should be free forever. So that’s what it costs. Make new long and short-term connections with key companies in your ecosystem, or ask us to suggest connections that could be beneficial. We have an algorithm that would love to help. Compare your CRM to CRMs throughout your ecosystem instantly.

Predictable sales growth with revenue intelligence. With Ebsta’s Revenue Intelligence Platform, sales teams have the insights they need to improve forecasting accuracy, identify pipeline at risk, enhance relationships, increase sales performance and automate CRM tasks. With our simple to use system you will have the power at your fingertips to make sales decisions simpler, faster and more effectively. Ebsta gathers real-time pipeline trends, sales engagement and historical performance to help sales leaders confidently predict their forecast and optimize their pipeline faster.

Aviso has over six years of predictive AI modeling expertise proven at Fortune 500 ($5B+ scale) as well as high-growth business leaders. Aviso’s predictive forecasting delivers 98%+ accuracy, flexibility across net new and renewal business models, and deep enterprise customization. Aviso’s unified forecasting blends the best of human and AI judgments with the most sophisticated global roll up forecasting in the industry, helping sales reps, managers, and VPs of Sales focus on what lies ahead and drive timely team actions. Aviso is also the only tool on the market to predict run rate business. Get insight into all deals called in and out of forecast with Deal Level Forecasting. Audit your trail of judgment applied across all levels of management (roles, deal amounts, CRM fields). Immediately see discrepancies and address disagreements between members of your sales team on whether a deal is in or out of forecast.

Everything you need to turn your customers into your biggest growth engine. The Gainsight Customer Cloud brings together all the technology you need to ensure your customers easily adopt your products and achieve their desired outcomes with your company. Orchestrate the customer journey across every function and create clients for life by delivering great outcomes at scale. Combine deep SaaS product analytics with personalized in-app engagements to deliver exceptional user experiences. Capture feedback, close the loop with respondents, and discover insights to ensure an exceptional customer experience. An open platform that acts as a central hub for customer data systems and provides actionable insights to every employee to make better decisions in service of the customer. Scale revenue growth through whitespace analysis, upsell and cross-sell playbooks, and streamlined renewals processes.

The only platform dedicated to plan and maximize revenue. revVana is the first platform that standardizes your view of revenue across CRM and financial applications by providing a single source of truth for all sales commitments and automatically creates associated revenue plans. The constant question “Why are we not seeing the revenue we expected?�? can now be answered — and more importantly, corrected. With revVana Plan, you can instantly forecast revenue from your open and closed sales commitments over time within existing CRM systems that fall short when converting sales into revenue forecasts. revVana’s flexible revenue scheduling engine automatically creates forecasts at the account, opportunity, or any other sales level from your CRM data. revVana Insights lets you easily analyze, compare, or contrast your planned sales commitments against changes to those commitments, as well as other scenarios such as actual revenue, corporate budgets and sales quotas.

Gain unprecedented insight into sales performance with Sugar Discover—A time-aware approach to revenue analytics that tracks extensive metrics and historical performance to alert you proactively to issues or opportunities. Going a step further, Discover provides root cause analysis for its findings without you having to do anything. Sugar is the only CX platform built on a cutting-edge event stream database that records every change in the customer journey to rewind the past and predict the future. Sugar Discover comes with key metrics and commonly used KPIs out-of-the-box to eliminate the need to build your own analytical database, learn a complicated tool, or hire a data scientist. Unlike standard reporting, Sugar Discover gives you historical perspective—it leverages data from every point in time to enable more informed decisions. Discover’s time-aware technology helps you understand past performance to make accurate predictions about the future.

Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring best results, deals at risk, and steps with the greatest impact. Guided selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. Our philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by having complete visibility into the pipeline, deals, and team activity, gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel and getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks. Know the status of every deal, what happened before and what’s going to happen next.

Varicent provides a full suite of solutions designed to help you manage the end-to-end process of all aspects of sales performance so you can improve performance and drive growth. Create smarter territory plans and more effective quota assignments with Varicent’s territory and quota planning solution. Efficient pipeline management can be challenging to achieve if you have a leaky funnel. Our revenue operations solution helps your organization improve efficiency across the full funnel so that you can increase the volume, velocity and value of deals, improve forecasting, and drive superior go-to-market results. Varicent lead to revenue helps to identify operational gaps in the business, such as lead response SLAs and lead to pipeline conversion, so you can capture missed opportunities in your pipeline, improve operational efficiency and increase revenue. Varicent is the industry-leading SPM solution that delivers a fast, flexible and easy way to pay sellers accurately and on time. 

Canopy connects, analyzes, and actively monitors every data point across your revenue team. Ensuring that every revenue leader has the answers they need to drive predictable revenue growth. Streamline your forecasting process while monitoring and measuring variance to drive constant improvement. Drive productivity and results through individual assessments, improvement tracking, and notes. Answer key questions around trends, risks, and past performance through snapshot reporting for any period and any subset of data. Gain the visibility needed to confidently call your business while keeping your managers focused on what matters most. Reduce the manual analysis and focus on the bigger picture. Provide your teams with the answers they need in real-time. Identify the key opportunities for improvement and measure the ROI of every initiative you roll out. Stop playing from behind and proactively drive every sellers productivity and revenue attainment.

With revintel, use 55 out-of-the-box reports so you can spend more time on analysis and strategy instead of acquiring data. Understand booking pace and pinpoint issues affecting performance, while there is still time to address them. Uncover property, market, brand or portfolio-wide trends and opportunities. Make faster, better-informed, revenue decisions. Save time and maximize profitability with uniform portfolio visibility at a click of the mouse. Quickly drill into details with the ability to design personalized dashboards that provide a detailed overview of the most important elements of your business. True self service capabilities allow you to create stunning new reports with easy to use drag and drop functionality. Compare YOY market conditions and economic activities to guide your marketing efforts. Deeper more actionable insights enable faster, more informed revenue decisions.

Speed up your growth with Salesforce Revenue Cloud. Connect everything. From anywhere. On a single platform. Get complete visibility on the entire purchasing process. It's easy with the world's most powerful revenue management tool. Go beyond quote-to-cash. Integrate invoicing in minutes. Get everything you need to grow with the world's #1 CRM. Make your customers' buying experience faster, easier, and more intelligent. Take your new innovations to market faster. Use subscription and consumption pricing. Scale fast. Integrate ERP. Use real-time analytics. All with automation.

Prelay's team selling software enables your revenue team and its internal stakeholders to work together more effectively. With Prelay, deal coordination is organized within one purpose-built platform integrated with other key software instead of spread across multiple disjointed collaboration tools without any centralized tracking, oversight, or learnings. Prelay's core use cases ensure there is clear visibility and alignment across the deal execution cycle. Our team selling software leverages Plays for process management and Assists for resource & deliverable management. Ability to loop in any individuals or a team within the deal for quick questions to large deliverables from anywhere. Manage & track the full-cycle of the deliverable with full history available. Initiate, manage, track, & test to find scalable success across proof of concepts (POCs). Involve all teams & overall enablement for alignment as well as guidance throughout.

If you want a platform that is designed by a handful of people at one company, go with someone else. But if you want a platform that is updated daily with the workflows your peers use to beat target, get in touch. Embed forecasting processes from sales reps up to leadership, and augment with multiple AI and analytical methods for crystal clarity. Ever been alerted by your bank about that large purchase you just made? We do that for changes in activity and pipeline that will impact next quarter's revenue. Want to dig into the data? Use interactive tools to engineer your perfect outcome, and assign KPI targets to your team to track real time progress. Stop spending your evenings with screenshots and PowerPoint. Report to management, and have your team report to you, with real time interactive dashboards. Community-designed best practice for every person in the revenue function.

People.ai is a software company based in the United States that was founded in 2016 and offers a software product called People.ai. Pricing starts at $50.00/month/user. People.ai offers training via documentation, live online, and in person sessions. People.ai is AI sales assistant software, and includes features such as dashboard, data management, lead capture, and performance management. People.ai offers business hours support, 24/7 live support, and online support. People.ai offers a free version and free trial. People.ai is available as SaaS software. Some alternative products to People.ai include XANT Playbooks, Veloxy, and Conquer.

Achieve Revenue Excellence, Quarter after Quarter. Goodbye, seller opinions. Welcome, contextual intelligence. Obtain accurate and reliable forecasting. Improve your forecast accuracy by over 25%. Discover forecast risk from the context inside emails and calls, not seller opinions. Receive real-time BI and reporting agility. Recapture 20+ operational hours a week from manually assembling your reports and forecasts. Get out of the box BI dashboards and create new reports easily. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. The BoostUp Advantage. All functionality out-of-the-box. Complete, Flexible Forecasting. Forecast risk management

Eliminate Waste. Unleash Growth! scaleMatters uses BI and data analytics to deliver massive efficiency gains in sales and marketing for SaaS and subscription businesses. Identify and eliminate your wasteful sales and marketing spend. Reduce your Customer Acquisition Costs by 25%-75% (proven). Redeploy capital towards growth or profitability. The Problem ~50% of sales and marketing spend by SaaS companies is completely wasted. Here's how it happens: Starts with Bad Data and Processes. Poorly configured sales and martech stacks are a breeding ground for garbage data. Bad Data Fuels Poor Decisions. Without the good data and insights to inform decisions, scattershot sales and marketing occurs. Results in Rampant Inefficiencies. Precious time/capital burned on poor performers, process friction points, low yielding strategies, etc. The impact systemic sales and marketing waste drives up CAC and suppresses revenue growth. Status Quo is No Longer an Option.