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Best Customer Revenue Optimization (CRO) Software - Page 5

Julie Jung
JJ
Researched and written by Julie Jung

Customer revenue optimization (CRO) software helps sales organizations increase revenue from key accounts by aligning with other customer-facing functions, such as marketing and customer service, to become an extended revenue team. The software harnesses knowledge from throughout the business to understand customer needs and deliver outcomes that fulfill them at any point of contact. This maximizes the vendor’s revenue per customer by maintaining an active relationship throughout the customer life cycle.

An evolution of CRM software, CRO relies on data from that system to fuel intelligent interactions. Tools within a customer revenue optimization system may include relationship maps and organizational charts, sales analytics, customer account planning, automated deal renewal, or other applications that support winning bigger deals through better understanding of the customer.

Sales teams are the primary beneficiaries of a CRO implementation, and are usually the ones who are considered to “own" it. However, like CRM, it becomes more useful with greater levels of adoption. The software can surface more insights and recognize more opportunities when it has more interaction data to digest.

To qualify for inclusion in the Customer Revenue Optimization category, a product must:

Integrate with a company’s CRM software
Provide customer data, communication tools, and automations for managing customer interactions at all points
Map revenue team activities to customer outcomes
Leverage CRM data via algorithms or AI for insights about sales team effectiveness, forecast accuracy, and revenue attainment
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Best Customer Revenue Optimization (CRO) Software At A Glance

Leader:
Highest Performer:
Easiest to Use:
Top Trending:
Best Free Software:
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Easiest to Use:
Top Trending:
Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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64 Listings in Customer Revenue Optimization Available
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    revVana is the leading revenue forecasting platform that empowers businesses to seamlessly integrate their forecasting processes directly within Salesforce. Trusted by innovative companies across indu

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 40% Enterprise
    • 40% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • revVana Plan Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Efficiency
    3
    Forecasting
    3
    Forecasting Efficiency
    3
    Salesforce Integration
    3
    Cons
    Learning Curve
    2
    Not Intuitive
    2
    Calculation Issues
    1
    Difficult Adaptation
    1
    Difficult Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • revVana Plan features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.3
    0.0
    No information available
    0.0
    No information available
    0.8
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    revVana
    Year Founded
    2019
    HQ Location
    Orange County, US
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

revVana is the leading revenue forecasting platform that empowers businesses to seamlessly integrate their forecasting processes directly within Salesforce. Trusted by innovative companies across indu

Users
No information available
Industries
No information available
Market Segment
  • 40% Enterprise
  • 40% Small-Business
revVana Plan Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Efficiency
3
Forecasting
3
Forecasting Efficiency
3
Salesforce Integration
3
Cons
Learning Curve
2
Not Intuitive
2
Calculation Issues
1
Difficult Adaptation
1
Difficult Customization
1
revVana Plan features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.3
0.0
No information available
0.0
No information available
0.8
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
revVana
Year Founded
2019
HQ Location
Orange County, US
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sunrise AI is an innovative fintech company dedicated to transforming credit assessment through advanced artificial intelligence and machine learning technologies. By analyzing a diverse array of user

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Sunrise AI features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2023
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sunrise AI is an innovative fintech company dedicated to transforming credit assessment through advanced artificial intelligence and machine learning technologies. By analyzing a diverse array of user

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Sunrise AI features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2023
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Upland Kapost is content operations management software that helps B2B marketing teams plan, produce, distribute, and analyze content all in one place. The solution enables marketers to easily manage

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 67% Mid-Market
    • 24% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Upland Kapost features and usability ratings that predict user satisfaction
    8.5
    Quality of Support
    Average: 9.3
    0.0
    No information available
    0.0
    No information available
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2010
    HQ Location
    Austin, TX
    LinkedIn® Page
    www.linkedin.com
    852 employees on LinkedIn®
    Ownership
    NASDAQ:UPLD
    Total Revenue (USD mm)
    $291
Product Description
How are these determined?Information
This description is provided by the seller.

Upland Kapost is content operations management software that helps B2B marketing teams plan, produce, distribute, and analyze content all in one place. The solution enables marketers to easily manage

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 67% Mid-Market
  • 24% Enterprise
Upland Kapost features and usability ratings that predict user satisfaction
8.5
Quality of Support
Average: 9.3
0.0
No information available
0.0
No information available
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Year Founded
2010
HQ Location
Austin, TX
LinkedIn® Page
www.linkedin.com
852 employees on LinkedIn®
Ownership
NASDAQ:UPLD
Total Revenue (USD mm)
$291
0 ratings
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Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Wehave is a privacy-safe **data clean room** that makes sponsorships measurable. We focus on: ✔ Conversions ✔ Revenue ✔ Loyalty A way to see how many fans from a sponsorship actually become customers

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • wehave features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    wehave
    Year Founded
    2023
    HQ Location
    antwerpen, BE
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Wehave is a privacy-safe **data clean room** that makes sponsorships measurable. We focus on: ✔ Conversions ✔ Revenue ✔ Loyalty A way to see how many fans from a sponsorship actually become customers

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
wehave features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
wehave
Year Founded
2023
HQ Location
antwerpen, BE
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®