A sales manager carries the heavy burden of overseeing the branch that has the most direct impact on revenue.
With this in mind, sales managers are responsible for creating sales strategies, setting key performance indicators, and creating a motivational and positive team environment.
Sales operations and sales representatives teams rely heavily on a sturdy management system. The main goal of a sales manager is to effectively coach and monitor the performance of their salespeople. Managers balance mentorship with setting quotas, managing projects and setting overall sales expectations. Another aspect of management includes training and on-boarding. Statistics show that companies allocating more than 50% of their overall sales training budget to management training outperform their goal by 15%. (LevelEleven)
Based on all of the above, we have taken a deeper look at the products that are contributing to the growth in the sales management world.
To help you narrow down potential best sales tools for sales managers, we have ranked products by user satisfaction score as of March 20th, 2019. The ratings are taken across the categories most applicable to sales managers based on the 2019 Salestech Landscape:
These products alone have well over 20,000 validated user reviews on G2 as of March 20th, 2019, and represent a subset of the many sales tools listed on G2.
*Reviews have been edited for spelling, punctuation, grammar and clarity.
Gong is a conversation intelligence tool that helps sales teams improve overall sales conversations in the form of phone calls, web conferences, and emails. It uses AI to understand how successful sales representatives communicate. Gong also shortens the sales on-boarding process with its coaching capabilities.
G2 Satisfaction Rating: 94
Category: Conversation Intelligence Software
Features:
What users like:
“I like that the tools seamlessly integrate with my conference call tech: Google Calendar and Zoom. After a call is recorded, an email is sent to me with all action items I promised, making follow-up emails a total breeze. All of this functionality is available without even signing into the software’s back end. When you do sign in, there's a full account history of every email and call you've made. This makes handing off accounts in a CS team a breeze.”
– Gong review by Ben A.
What users dislike:
“I'd like more options for filing/organizing calls. I would love an 'Auto Gong' button physically on my phone so I could just hit record whenever I have a call with a client that isn't a conference call. I do find that now that I rely on Gong so much, it's harder for me to recall conversations that aren't recorded.”
– Gong review by Jennifer M.
Clari improves operational efficiency by using automation and AI to streamline pipeline analysis and forecasting data.
G2 Satisfaction Rating: 96
Category: Sales Analytics Software
Features:
What users like:
“Clari takes the key elements from the pipeline and gives you the ability to manage, forecast and update the most important items quickly and easily from a laptop or a mobile device. Love the ease of use! Also, the ability to update accounts with notes from meetings, change statuses in the pipeline and get a comprehensive view of my accounts is invaluable.”
– Clari review by Joe D.
What users dislike:
“Not as intuitive as I would've expected. I need to create my own views to apply to my business — but glad that I can. The page seems kind of slow. The layout is too wide — I don't like having to scroll over.”
– Clari review by a user in internet
SalesLoft is the conversation intelligence and sales engagement platform that helps users connect. It qualifies and converts target accounts into customers faster by intuitively scaling conversations effectively.
G2 Satisfaction Rating: 95
Category: Conversation Intelligence Software
Features:
What users like:
“The simplicity of SalesLoft in managing daily tasks is great. Keeps everything on track without having to worry or wonder when to reach out to customers. The integration with Salesforce.com is a huge plus as well. Additionally, having a daily cadence to know what to expect and what tasks are scheduled for any given day is great. Just open up SalesLoft and you know what activities are ready to be performed for that day. Removes all guesswork of when to, as well as how to, frequently to reach out to customers.”
– SalesLoft review by Cliff B.
What users dislike:
“Sometimes it could give an erroneous notification when you track emails. If you open that email it detects it as the client has opened it; they are small specific errors but you have to be careful to avoid confusion.”
– SalesLoft review by Frank S.
InsightSquared helps sales operations professionals break the cycle of spreadsheet creation by equipping them with actionable, real-time intelligence on virtually all sales KPIs.
G2 Satisfaction Rating: 94
Category: Sales Analytics Software
Features:
What users like:
“InsightSquared provides a clear, concise picture of your company's key metrics. The daily insights into my sales and recruiting teams’ activities are key to understanding our strengths and weaknesses as an organization. It allows us to pinpoint areas we need to improve on quickly.”
– InsightSquared review by Betsy E.
What users dislike:
“It isn't as customizable as I would like it to be. There are times I wish I had the ability to go in and change some of the filters or fields that are displayed.”
– InsightSquared review by an administrator in computer software
Klipfolio is a self-service business intelligence platform that offers a real-time dashboard housing a visual analysis of business data and metrics.
G2 Satisfaction Rating: 93
Category: Data Visualization Software
Features
What users like:
“We have been using Klipfolio for more than a year now and I'm constantly impressed. The functionality is great — it’s easy to pull in data and make all sorts of visualizations from it — and the service is great. Multiple times I've had to reach out for help figuring out a formula or configuring a data source and the Klipfolio team is super helpful. We work with a lot of small business owners and I actively promote Klipfolio to them as a way to track and display the key metrics in their business.”
– Klipfolio review by Tim M.
What users dislike:
“I wish there were more visualization options — that could be because I use it so much in development, but it would be nice to see things like alluvial diagrams, word clouds and other advanced or popular graphs/visualization options.”
– Klipfolio review by Jon C.
G2 Satisfaction Rating: 92
Category: Sales Training Software and On-boarding Software
Features:
What users like:
“Lessonly has an incredibly intuitive interface, and building lessons is a breeze. We primarily use it to onboard new sales and support agents, and the response we've received at having interactive lessons has been very positive. Our agents actually enjoy taking time for training now!"
– Lessonly review by Sarah H.
What users dislike:
“Reporting comes in the form of CSV downloads only and is more focused on per-user data than per-lesson data. For my purposes, this is a little inconvenient.”
– Lessonly review by Rachel G.
VanillaSoft is a sales engagement platform that helps sales development teams engage a collective total of over 15 million contacts every month. Used as a standalone system, or in combination with existing traditional CRM systems, VanillaSoft empowers sales reps to respond to new leads within seconds, interact with leads more consistently and across more channels, and generate more qualified sales opportunities.
G2 Satisfaction Rating: 91
Category: Sales Performance Management Software
Features:
What users like:
“The best thing I like about VanillaSoft is how user-friendly it is. Very easy to navigate and ensures I stay productive making calls and contacting clients. I would definitely recommend this software to any small business that is needing help with CRM/lead organization.”
– VanillaSoft review by Kyle H.
What users dislike:
“The search sometimes requires all information of a prospect to identify them, then others are able to be searched by just their last name. Can get frustrating at times as I may not have all the information needed. Sometimes support may be hard to reach due to high demand. Not really a downfall as it is still faster than most but I have had to wait for up to 30 minutes previously to have the platform refreshed.”
– VanillaSoft review by Nathan P.
Databox helps sales teams visualize performance trends and monitor progress toward team goals by showcasing metrics in the form of alerts and scorecards.
Category: Data Visualization Software
Features:
What users like:
“Databox has a large number of integrations with most of the apps used in sales, marketing, and customer service. It's extremely easy to set them up and start pulling data for your dashboards and other reports. The power of doing this is that you get instantaneous views of all of your KPIs and you can customize them to include the most relevant data from multiple sources. This makes analyzing data much easier and better for generating insights. I also really like the notifications and alerts based on goals and thresholds. This keeps you and your team accountable and aware as your efforts yield results or encounter challenges. That enables faster and more flexible responses that can turn things around quickly and save both time and money.”
– Databox review by John M.
What users dislike:
“The main cause of complaints in our company about Databox is its complexity, especially in the difficulties it presents in its editing tools which tend to be difficult to use and understand. In addition to this, there is a great mitigating factor that your personalized reports are more expensive, thus dividing your use efficiency in two: the best version and the most expensive excellent version.”
– Databox review by Caroline Melissa J.
Gryphon Networks captures all call activity, regardless of location or phone type, through innovative cloud-based telephony. The daily activity of a sales team allows managers to keep track of team performance. The sales performance data provides sales managers with peace of mind by offering accurate performance metrics on demand.
G2 Satisfaction Rating: 91
Category: Sales Performance Management Software
Features:
What users like:
“I like the fact you can track and manage your calls on certain levels. I also like being able to hear the calls of those who are successful setting appointments from cold calls. Getting ideas and talk tracks from peers is extremely helpful.”
– Gryphon Networks review by Erin M.
What users dislike:
“What I don't like about the system is that it doesn't show you what to input after the phone call ends. There isn't a guide on how to log a call after the phone call ended. It would be nice for the system to rehearse the log input right before someone starts making calls.”
– Gryphon Networks review by Ivan D.
Velocify Lead Manager is a sales acceleration platform that helps sales teams prospect with more precision, accelerate lead engagement, and implement optimized workflows, ultimately helping sales teams find and convert more leads.
G2 Satisfaction Rating: 89
Category: Sales Performance Management Software
Features:
What users like:
“Velocify makes it really easy for a rep to make a high number of calls in a short period of time. If you have a good sales operations team, it requires very little thought from a representative to choose which prospect to target next since the lists are auto-generated. Taking notes and moving to the next call is very easy as well.”
– Velocify Lead Manager review by Devin R.
What users dislike:
“The system goes down periodically and can take up to 3 hours to go back up.”
– Velocify Lead Manager review an anonymous administrator
MindTickle is a sales readiness platform for onboarding, product training, and coaching that helps fast-growing companies to prepare their sales teams and partners in a scalable and effective way.
G2 Satisfaction Rating: 89
Category: Sales Training and On-boarding Software, Sales Performance Management Software
Features:
What users like:
“MindTickle has some amazing features of quick updates of video and presentations which helps us in providing our team with weekly updates of the new features in the product. It also has a course feature which has helped in onboarding programmes for new joiners. And through the Assessment, Missions, and Coaching feature, we were able to take monthly and quarterly reviews of our team and provide feedback accordingly.”
– MindTickle review by Pulkit G.
What users dislike:
“Would love to see more automation especially for our onboarding and badging programs. Right now we manually add new users to a learning series as they progress through each week of learning. Would love to set up a cadence for users to be added to learning series based on a specific timeframe or upon completion of a learning series or course. I know MindTickle integrates seamlessly with a number of [CRMs] — my dream would be for all of that to live in one tool!”
– MindTickle review by Devon M.
LevelEleven is a sales management system that is intended to help sales managers motivate, engage, and coach sales representatives. It includes gamification and CRM solutions that help sales managers and other managers keep their teams focused on the right things.
G2 Satisfaction Rating: 89
Category: Sales Performance Management Software
Features:
What users like:
“Great and easy-to-use tool to help track reps’ progress weekly and monthly while helping them understand how they can get better in their own business. Using LevelEleven during one-on-ones makes it incredibly easy to walk reps through their conversion percentage and what they can do to move the needle week over week. Setting up contests is incredibly easy and the GIFs and personalization aspect allows reps to really get involved in the activities. The customer support is great as well — they are very fast to reply if there is any type of question or issue.”
– LevelEleven review by Jessica N.
What users dislike:
“One thing that I found to be weird on this platform is that, when you want to add a new user, it sends them an invitation to create an account versus the admin just creating their account, then the user can log in and customize their setting. As we consider this a sales tool to help our sales team, we do not want it to feel like it is an optional thing to be a part of, but that's how it feels when it is an 'invite' that comes into their email box to ask them to create an account.”
– LevelEleven review by an anonymous administrator
InsideSales.com Predictive Playbooks is a platform that helps users prospect, prioritize, and collaborate within one tool. It allows users to manage leads and accounts with personalized sales engagement methods.
G2 Satisfaction Rating: 87Category: Sales Analytics Software
Features:
What users like:
“I really like the user-friendly interface; it is simple and helps me move quickly through my accounts while keeping things in order and makes sure things do not fall through the cracks. It lays nicely over Salesforce and seems to work well with it. I am making dials faster and feel overall more productive.”
– InsideSales.com Predictive Playbooks review by Sarah T.
What users dislike:
“There are a few minor things that have come up using Playbooks. I'm unable to undo an email once it is sent through Playbooks, and then all email replies have to be manually logged the first time so they are tracked by Playbooks.”
– InsideSales.com Predictive Playbooks review by Marilyn Q.
Visme is an online data visualization tool that allows users to intuitively create interactive presentations and infographics within their browsers.
G2 Satisfaction Rating: 87
Category: Data Visualization Software
Features:
What users like:
“What makes Visme so great is that it provides all the high-quality elements you need for the designs, [including] access to tons of great photos and icons, and enables you to seamlessly try different color themes across your design with one click. The templates are really good. For example, under the infographics and presentation sections, you will find very well designed templates that look great and have transitions built into them.”
– Visme review by Ian C.
What users dislike:
“I wish my Wacom pen tablet worked well on Visme. My pen tablet really helps me ergonomically, but it did not register well at all with Visme. Also, I wish that there were some kind of warning regarding the file size limits for the export to PowerPoint option before I was at the very end of my project.”
– Visme review by Janine G.
Showpad Coach is an AI speech analytics tool with a security-minded and privacy-compliant platform.
G2 Satisfaction Rating: 87
Category: Sales Training and On-boarding Software, Sales Coaching Software
Features:
What users like:
“I like the interface and speed. It is easy to see what courses I need to complete and easy to switch between courses. I like that we link it — it has the ability to be linked to one login. I also like that they have a function so I can see what my peers uploaded (videos) so I can compare my work to their work.”
– Showpad Coach (formerly LearnCore) review by a user in computer software.
What users dislike:
“The reporting capabilities aren't as intuitive as we would like but LearnCore has expressed that this is on their roadmap. I would like to see a dashboard capability at the team leader (manager, and manager's manager) level. Course creation can be cumbersome for the subject matter expert if their webcam or system configuration is not set up properly. This is the same for learners who are trying to record their pitches.”
– Showpad Coach (formerly LearnCore) review by Colin A.
Grapher is a graphing application with customizable graph templates for quick data visualization.
G2 Satisfaction Rating: 86
Category: Data Visualization Software
Features:
What users like:
“Very customizable! It is easy to change seemingly simple things that are actually very difficult to change in Excel. Also, the templates make creating repeatable graphs a breeze."
– Grapher review by Brandon B.
What users dislike:
“Some important features are a bit hidden; e.g., the enhanced curve fitting capability. I have suggested that curve fitting deserves its own tab and should be able to be added to the Quick Access Toolbar.”
– Grapher review by Paul M.
Grow.com is a business intelligence dashboard that helps small- and medium-sized businesses visualize and share business performance in real time by uniting data from hundreds of sources, including spreadsheets, databases, and SaaS applications.
G2 Satisfaction Rating: 86
Category: Data Visualization Software
Features:
What users like:
“I love that Grow.com aggregates data from all of my platforms and puts them in one dashboard for me to see. I would spend at least 90 minutes a day logging into 6-7 platforms to see data from accounting software, Google Analytics, CRM, social media, etc. This gives it to me in one dashboard and I can share certain modules with those needing the data. Salespeople see the CRM data, sales, etc. Leadership can see accounting, etc.”
– Grow.com review by Mitch B.
What users dislike:
“The newest report creator is more difficult to use. My company uses a separate dashboard for each client, but if we update the sheets that Grow.com pulls from, we are unable to change our report template — we have to update the corresponding metric individually across reports.”
– Grow.com review by Laura S.
Ambition is a sales management platform that syncs data from key systems like Salesforce into a drag-and-drop UI that allows managers to create performance visualizations and insights across their entire sales organization.
G2 Satisfaction Rating: 84
Category: Sales Performance Management Software
Features:
What users like:
“It's been a great way for our sales team to come together and keep motivated. We're all able to celebrate success and encourage each other to keep pushing at the same time!”
– Ambition review by Chelsea M.
What users dislike:
“Sometimes, near 3:00-4:00 PM Eastern Time, Ambition almost always slows down or lags in updating. This can cause stress in the workplace, if an employee's leave is dependent on points. However, the Ambition team is always quick to respond in reassuring us that they are taking a look into the problem, and working on resolving it as soon as possible.”
– Ambition review by Nisha R.
Google Chart Tools is a customizable data visualization tool that allows users to display live data on their websites.
G2 Satisfaction Rating: 83
Category: Data Visualization Software
Features:
What users like:
“Google Chart Tools offered me a rich display to browse. There were different structures and modules to look over. Something else that was worthwhile about the Google Chart Tools is that it is free. Google Chart Tools were adaptable and I could plan it how I would have preferred. It was extremely adaptable as a chart producer.”
– Google Chart Tools review by Mark M.
What users dislike:
“You can start easily with simple charts but when you try to create more complex presentations you will need to have a look at the API to be able to create the charts you need. So overall it seems easy to learn but hard to master, and you have to invest more time on it.”
– Google Chart Tools review by Gideon R.
iDashboards is data visualization software with customizable and flexible dashboard solutions that easily integrate with key data sources, so users can quickly view and analyze performance metrics.
G2 Satisfaction Rating: 83
Category: Data Visualization Software
Features:
What users like:
“iDashboards allows us to make large amounts of data available to all staff. This keeps everyone informed on our progress toward goals. Customer support is very responsive and always able to help us solve whatever problem we might encounter. Updates are communicated in advance and well thought out. It is easy to use and learn — this is a great solution for us.”
– iDashboards review by Rebecca S.
What users dislike:
“My only dislike is more web-related and a result of the ever-changing world of IT. Currently, we get different looks between Flash and HTML views. The maps are a key attractor for me as a user/developer and currently some of that functionality is lost in HTML. I will say the iDashboards team has worked with us on workarounds for now.”
– iDashboards review by an anonymous administrator
LevelJump is a sales enablement and readiness solution. LevelJump reduces ramp-up time of new sales hires. It improves impact on revenue by attributing sales enablement programs, training, and coaching to metrics in Salesforce. Based on reviews, users particularly enjoy how easy it is to do business with LevelJump, as well as their quality of support.
G2 Satisfaction Rating: 83
Category: Sales Training and On-boarding Software
Features:
What users like:
“What I love most about this system is it helps bridge the gap between sales enablement and sales management. I can connect and listen to pitches and follow up on new reps at my own time. Which means business as usual and I can coach anywhere.”
– LevelJump review by Avi L.
What users dislike:
“Limited characters for note recording, wish it was longer for more detailed notes from a personal level. It was a bit of a learning curve to understand the interface.”
– LevelJump review by Sarah H.
DashThis provides an analytics dashboard that helps users create reports using data from a variety of sources and connected integrations. Sales representatives see major improvements in client relationships as well as quickening the sales process.
G2 Satisfaction Rating: 82
Category: Data Visualization Software
Features:
What users like:
“Communicating the work we do for clients through SEO, digital ads and social media. It allows not only our existing clients to see what we do — but in the sales process, it proves to potential clients how seriously we take data, conversions, goals and auditing our work.”
– DashThis review by Darian K.
What users dislike:
“With highly customized reports, there will initially be a bit of a learning curve with DashThis. This is quite normal given how powerful the product is and would be the case for any other reporting software. Most normal users won't be affected by this as DashThis provides both a range of default reporting templates as well as a large selection of default reporting widgets for each of their data sources.”
– DashThis review by Jonas M.
Membrain is a sales performance management tool for teams working with complex B2B sales. Sales reps can initiate prospecting campaigns, analyze sales trends, and close sales at a higher rate.
G2 Satisfaction Rating: 82
Category: Sales Performance Management Software
Features:
What users like:
“Membrain has some of the best qualities I have seen as a sales rep to be able to keep all my team's content in one place that is easily accessible. The Membrain Go app is the best because it is so easy to use and accessible anywhere I go when I am at home or out in the field.”
– Membrain review by user in wholesale
What users dislike:
“Some details here and there that could improve. For example, individual contacts are not unique which means you can't follow a buyer in an easy way as he/she moves from one organisation to another. As sales relations are very often more strongly individual than organisational, this is a major dislike. Also you can't really customize email design in the client the way you would normally expect with any standard email client. This means you can't use your company's preferred font, etc.”
– Membrain review by Henrik H.
Aviso allows sales operations to stop relying on manually adding data to spreadsheets and manually creating reports. Aviso leverages real-time sales performance and data to forecast pipeline performance.
G2 Satisfaction Rating: 81
Category: Sales Analytics Software
Features:
What users like:
“I like that Aviso provides accurate sales pipeline forecasting, making it easier to determine how your sales month is looking so that if you're a little behind, you can plan early. I also like that it provides a snapshot of individual opportunities for sales velocity — this is very helpful for sales managers in coaching sales reps about what goes on in their deals and how sales cycles can be shortened.”
– Aviso review by Christine T.
What users dislike:
“As a manager, I think the forecasting tool is incredibly easy to use. Editing on a deal-by-deal basis is a bit more tedious as the insights aren't as detailed. We also have constant issues with load times for making updates on deals, sometimes pushing five minutes. And issues when updates do not save and not being notified. I also wish there was an annual view instead of just monthly and quarterly.”
– Aviso review by Judy K.
Chorus.ai is a conversation intelligence platform that helps sales teams win more deals and coach reps to become top performers. Calls and video conferences are automatically recorded and accurately transcribed in real time.
G2 Satisfaction Rating: 81
Category: Sales Coaching Software, Conversation Intelligence Software
Features:
What users like:
“Chorus.ai helps with: sales training, new rep onboarding, sales management, peer-to-peer review, customer engagement and much more. Forgot what happened on a call? Go to Chorus.ai and listen. New reps trying to learn the company value proposition? Listen to the calls of your best reps. Is your sales team selling on value or price? See Chorus.ai analytics for proof and how that is affecting win rates.”
– Chorus.ai review by John S.
What users dislike:
“I think Chorus.ai has already improved a bunch since we started to use the tool. I've noticed small things like sometimes it dials into my calls under different names, but that's just something small. I think it could also do a better job of identifying the speaker on the call, so when you review the speaking time vs. the other person on the line, it's more accurate.”
– Chorus.ai review by Jackie S.
Spinify is a sales performance management tool that gamifies business activities for all target-based employees. It’s a great tool for sales managers to create competitions and leaderboards on any metric.
G2 Satisfaction Rating: 75
Category: Sales Performance Management Software
Features:
What users like:
“We now have friendly competition within our sales team and we have seen a major increase in productivity. Our sales team is remote and Spinify has allowed our folks to stay competitive using the Salesforce tab, the mobile app, and the daily winner emails. It's really helped us to work more tightly.”
– Spinify review by Jason P.
What users dislike:
“I would like to see a persistent log of the congratulations and events. That way I can go back and see what people have done instead of just seeing the notification pop up on my phone. Also, I would like notifications to be scaled down. For example, if I move from 30th place to 2nd place, one notification would be nice instead of 28.”
– Spinify review by Jason S.
Jiminny is a sales coaching tool that incorporates web conferencing, a predictive dialer, and SMS tools, each built in a way that allows you to develop the skills of your team. The platform also integrates with your CRM tools to show you powerful insights on where to coach for the highest impact while saving your team hours of time on routine administrative tasks.
G2 Satisfaction Rating: 80
Category: Sales Coaching Software
What users like:
“Reps can request coaching via Slack with a click of a button. Managers can 'ghost' into calls and provide feedback or score the rep's performance against our Playbook criteria. Simple to coach retrospectively with easy-to-access library of best practice calls which has accelerated the onboarding of our new reps. Great time-saving benefits for reps by streamlining the workflow of logging and creating new tasks in Salesforce. Great UI and awesome customer support.”
– Jiminny review by Tom G.
What users dislike:
“You aren't able to download the call yourself unless you request it to be sent as an MP3 by a member of the customer service team. Would be great to have a self-function to download calls you wanted to share with people who aren't on Jiminny (e.g., teams other than sales, such as service).”
– Jiminny review by Nnamdi A.
Hoopla is sales performance management software that combines modern game mechanics, data analytics, and broadcast-quality video in a powerfully simple application that makes it easy for managers to motivate team performance and score more wins. Hoopla allows managers to create contests, competitions, and leaderboards around any CRM metric, and broadcast live performance updates to TV, web and mobile screens throughout the company.
G2 Satisfaction Rating: 80
Category: Sales Performance Management Software
Features:
What users like:
“Hoopla allows you to celebrate victories publicly amongst the team. Naturally, it also creates a competitive atmosphere. Sales reps always know where they stand on the leaderboards and how far they are from increasing their company/team ranking. These are all valuable tools a leader and team can use to pump up a sales floor and create natural flow and energy.”
– Hoopla review by Zach P.
What users dislike:
“The set-up for this product is relatively easy, but make sure you understand the data structure for things before you dive in - knowing the differences and capabilities of users, teams, metrics, leaderboards, and newsflashes will save you a lot of time.”
– Hoopla review by an administrator in computer software
Salesforce Sales Analytics is a tool that helps users analyze pipeline visibility, track team performance, and uncover opportunities to grow.
G2 Satisfaction Rating: 80
Category: Sales Analytics Software
Features:
What users like:
“It’s easy to track all my opportunities across all my different accounts, including stages and decision makers. It helps track account connections and gives you a pulse of different opportunities and where you stand in the sales cycle. It also helps managers understand the level at which salespeople are interacting in each of their accounts and helps sales forecasting with a great deal of accuracy.”
– Salesforce Sales Analytics review by Andrew B.
What users dislike:
“It may be too expensive for smaller companies. It would be less suited for a company that could get by with the reports and dashboard features already in Salesforce. The data loading into the software seemed fairly error-prone. Once again, that might have been an artifact of some incorrect data mapping at our end as well.”
– Salesforce Sales Analytics review by Seth P.
Megalytic is used by sales teams to make fast, insightful analytics reports.
G2 Satisfaction Rating: 76
Category: Data Visualization Software
Features:
What users like:
“Easy to sign in with my Business G Suite account. Creating reports takes me 10 minutes and I appreciate importing CSV files for all my clients’ sales reporting. The report sharing options and sending by email for the online version and PDF format are good. The scheduling is great and the account management is straightforward.”
– Megalytic review by Kent R.
What users dislike:
“I would like to have integration capabilities for email services like Mailchimp or Constant Contact. I would also like to see more design features to make the reports more visually pleasing.”
– Megalytic review by Leisha J.
SAP Lumira is a business analytics solution that helps streamline transactions, data preparation, analysis, and action, to help sales teams make more informed decisions.
G2 Satisfaction Rating: 75
Category: Sales Analytics Software
Features:
What users like:
“The ability to quickly dig into sales numbers in so many different ways. By product, TM, price key, etc. Snapshots are a huge asset when talking to customers. It saves TMs and me hours trying to get ready for meetings with our customers.”
– Sales-i review by Sean F.
What users dislike:
“Navigation within the system could be improved, so you can easily switch between the different report templates. Perhaps the names of the report types could be amended so they can be better identified; e.g., the system has its own jargon, which takes a while to get used to.”
– Sales-i review by X
Spotio is a sales analytics tool that allows sales teams to build pipelines, manage field sales, and generate leads. As a tool that tailors itself for field sales, the product has great features like territory management, Google Places integration, and sales route planning.
G2 Satisfaction Rating: 75
Category: Sales Analytics Software
Features:
What users like:
"Spotio is an ideal tool for the acquisition of data from field studies, I am very pleased with this publication, the interaction it has with our representatives in the different points where they are located, sending us constant information to the area of studies, about the performance and the potential of engagement of our representatives, also thanks to their scheduled tasks can schedule all kinds of meetings and future studies, where they can attract new people who are prospects of customers, another point in favor of this application is the interaction with different tools of market, which are used by many companies and people, which makes it very adaptable to different work environments."
– Spotio review by John B. S.
What users dislike:
“When you work in areas with poor cell reception, using the microphone function on my phone to enter notes doesn't work very well. It also takes a long time to filter the results with a poor cell signal. Spotio tends to run down the battery on my phone. And although I don't need it very often, I would like the ability to speak with someone on the phone as opposed to having to use chat for any support issues. It's so much easier.”
– Spotio review by Ted T.
TopOPPS is a sales pipeline management and forecast predictability solution that leverages machine learning algorithms to automate the collection of CRM data, as well as bring clarity to the sales pipeline, alignment to the sales process, and accuracy to forecasts.
G2 Satisfaction Rating: 67
Category: Sales Analytics Software
Features:
What users like:
“We needed deeper pipeline analytics that allowed us to spot potential threats within each deal. We also needed more insight into why we were winning deals and why we were losing deals. Lastly, the ability for more thorough pipeline inspections by our sales managers was a large driver as well. All three of these needs have been met with TopOpps, and the amount of time spent collecting and analyzing deal-related and rep-related data has been significantly reduced.”
– TopOPPS review by Mark G.
What users dislike:
“We ran into several customization issues when installing the program. Eventually, we were able to iron out those issues with much back and forth with their engineering team. It's not user-customizable and relies fully on their professional services team to install.”
– TopOPPS review by David H
HubSpot Sales Hub gives you a full suite of tools to boost your productivity, shorten deal cycles, and make your sales process more human-friendly. Sales reps can track engagement in sales activities and automate proper follow-ups so they can close their sales. HubSpot Sales was rated as one of the top 50 sales tools of 2019 by G2.
G2 Satisfaction Rating: 66
Category: Data Visualization Software
Features:
What users like:
“I like having the ability to organize and segment lists of contacts for different purposes. We deal with a number of different business units, so being able to keep those separated has made a world of a difference for our day-to-day operations.”
– HubSpot Sales review by Claudia L.
What users dislike:
“For the most part the system is wonderful. There are a few things that would make it even better. Things like even further customization of the sales funnels with ease to tie everything back to a specific persona. Sometimes, contact views can get a little complicated — maybe a way to segment the view by a user group would help simplify and would be nice. Also a way to create 'suggested views' that a user can choose from created by an admin to help new users get set up would reduce some initial friction and downtime for users when they first are starting to utilize the HubSpot Sales system. But mostly those are nice-to-haves; the system itself works just great.”
– HubSpot Sales review by D'Ana G
Datahug is a sales optimization solution that enables sales teams to increase sales velocity, reduce pipeline risk, and abolish forecast calls by capturing and analyzing sales activity automatically from email, calendar, and CRM platforms.
G2 Satisfaction Rating: 66
Category: Sales Analytics Software, Sales Performance Management Software
Features:
What users like:
“As a Salesforce Administrator, I love the easy integration into our CRM. With our CRM data and the information that Datahug captures, Sales Managers are able to get a better and more accurate picture of their sales team's pipeline for forecasting and collaborative coaching. You also can't get better visuals of opportunities than with Datahug. It really helps you to see exactly what is happening as opposed to spreadsheets. Lastly, the system is very easy to use.”
– Datahug review by an administrator in legal services
What users dislike:
"Beyond the basic Commit/Most Likely/Best Case, I think the pipeline analytics could be more robust. You can look at pipeline flow and some basic trends, but other BI tools give you a much deeper understanding of why your pipeline is changing week to week.”
– Datahug review by a user in internet
SalesRabbit is a sales enablement service and mobile CRM designed specifically for outside sales, including field sales, and door-to-door sales. It provides solutions for lead tracking, lead management, and all your other field sales and door-to-door sales needs.
G2 Satisfaction Rating: 64
Category: Sales Performance Management Software
Features:
What users like:
“I’ve been in the door-to-door industry for several years and SalesRabbit has always been the common app for our teams to use. It allows managers and reps to assign specific areas and keep track of rep progress. All the little details in-between allow everyone to see prospects, the time reps are working, the location of reps, and prospect data.”
– SalesRabbit review by Vincent H.
What users dislike:
“I disliked the personal information input process. Some of the features for inputting a customer's information created more of a hassle when closing a customer.”
– SalesRabbit review by Anthony T.
Geckoboard is a data visualization solution with live TV dashboards that focus on key measures of a sales team’s performance.
Category: Data Visualization Software
Features:
What users like:
“This product is a fantastic solution for taking complex data and displaying it in an easy-to-read fashion. I use this product in the real estate industry. The dashboards I've built-out allow me to share information that I track with my agents so they always know the most important stats and figures as a company. I also track their sales and it helps as a nonverbal accountability tool.”
– Geckoboard review by Kevin M.
What users dislike:
“Very occasionally some of our widgets have issues refreshing or loading. It’s a very infrequent issue that is easily resolved with a page refresh. This small inconvenience is the only thing I could even consider complaining about (and I have a feeling that this one gripe is actually an issue in our network).”
– Geckoboard review by Julian M.
Slemma is a reporting tool that enables users to view, analyze, and share all of their data – from data warehouses, data storage providers and cloud service solutions – in one place.
G2 Satisfaction Rating: 62
Category: Data Visualization Software
Features:
What users like:
“Slemma is always improving its platform for the most optimal way to collect data. So Slemma is constantly making it easier to extract data from a data source and put it into a visual that makes it easy for my clients to access and see. I love the cache feature that makes all the graphs as up to date as possible for our clients to access and base business plans around. Even though there a ton of different features to use in Slemma, the descriptions of all its functionality is not only accurate but very easily understandable, so creating charts and dashboards has never been easier.”
– Slemma review by Anthony M.
What users dislike:
“While exporting to PDF is great, delivering those same dashboards and reports via email could be a bit of a hassle. My issue is when the system converts those dashboards and reports to PDF, the visual presentation could be very different, and for non-technical users, difficult to read or to correct.”
– Slemma review by Alan
Google Data Studio is a data visualization and reporting tool that lets users connect all their data into a customizable and informative report.
G2 Satisfaction Rating: 61
Category: Data Visualization Software
Features:
What users like:
“Since it is integrated to the G Suite and solutions, we find it pretty effortless to gather data and create a very graphical representation of our sales and business development.”
– Google Data Studio review by Rachid E.
What users dislike:
“There is a learning curve - there are some idiosyncrasies (as with any tool) around how Data Studio works with data sources, how it expects the data types, how formulas are used for calculated fields, etc., and this takes some getting used to to fully understand.”
– Google Data Studio review by Nate G.
ExecVision analyzes conversations. It provides the ability to identify what was said, the context of what was said, positive or negative reactions, and the phase of the conversation where it occurred. ExecVision then interprets and compares outcomes, giving you insight into what is and isn’t working, and differentiates top performers from everyone else.
G2 Satisfaction Rating: 49
Category: Conversation Intelligence Software
Features:
What users like:
“I love the ability to annotate each call and then be able to share that section of the call with others in the organization. I love being able to save calls and parts of calls in the library. I'll be using those calls to train new hires and help members of the team that may be struggling with certain sales skills.”
– ExecVision review by Kristie J.
What users dislike:
“It does not provide notifications when new improvements are made or new features are added within the program, so many times we see something new and we do not know how it works and we have to review it. It would be nice if in future updates they would inform us of the changes they make within the program.”
– ExecVision review by John W.
Between key performance metric tracking tools, coaching platforms and other management solutions, the values are endless when managers implement a solution that’s right for their business. Once you try out a tool or two, be sure to leave a review!
Do you want to maximize call tracking tactics for your sales team? Learn about what sales enablement is and how to properly align your sales departments.
Please note: Reviews have been edited for spelling, punctuation, grammar, and clarity.
Tricia is a former research analyst focusing on office and design software. Tricia started at G2 in October 2018 after spending nearly five years in the competitive intelligence industry, which led to extensive market research knowledge and experience. She is currently maintaining the integrity of her space by building out new categories and writing data-driven content. Her coverage areas include office and design. In her spare time, she enjoys reading, attending concerts, and gaming.
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The goal of every business team is to make a product easier to sell.