# Best Revenue Operations & Intelligence (RO&I) Software for Small Business ## How Many Revenue Operations & Intelligence (RO&I) Software Products Does G2 Track? **Total Products under this Category:** 183 ### Category Stats (Sep 2026) - **Average Rating:** 4.66/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Tapistro (+1.46%) - Among all products in this category, Tapistro recorded the largest rating increase compared to last month _Last updated: September 01, 2026_ ## How Does G2 Rank Revenue Operations & Intelligence (RO&I) Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 73,900+ Authentic Reviews - 183+ 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 Revenue Operations & Intelligence (RO&I) Software ![G2 Grid® for Revenue Operations & Intelligence (RO&I) Software plotting products by satisfaction and market presence](https://www.g2.com/categories/revenue-operations-intelligence-ro-i/grids.png?focus%5B%5D=506&focus%5B%5D=24725&focus%5B%5D=19743&focus%5B%5D=1333617&focus%5B%5D=24724&focus%5B%5D=1553954&focus%5B%5D=7788&focus%5B%5D=19607) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Revenue Grid, Apollo.io, Substrata, Gong, Intuit Enterprise Suite, Clari, and HubSpot Data Hub. Underlying data: [Grid® JSON](https://www.g2.com/categories/revenue-operations-intelligence-ro-i/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=revenue-grid&focus%5B%5D=apollo-io&focus%5B%5D=substrata-substrata&focus%5B%5D=gong&focus%5B%5D=intuit-intuit-enterprise-suite&focus%5B%5D=clari&focus%5B%5D=hubspot-data-hub&segment=small-business) **Sponsored** ### Reevo Reevo is the AI-native sales platform that runs prospecting, outreach, conversation intelligence, deal management, forecasting, and coaching on the full context of your business. Because every call, email, meeting, and deal update lives in a single memory, Reevo AI has a complete view of every account and can act on it – drafting follow-ups, updating the CRM, and flagging deal risk across the pipeline. Over time it learns how your team actually sells – your stages, signals, and patterns – and gets more accurate about your buyers. That shared memory also carries your team's knowledge, so new sellers ramp with the same account context and institutional know-how your top reps have, instead of rebuilding it from scratch. Layer Reevo over the tools you already use, or run it as your CRM and system of record out of the box. Because it works from one source of truth rather than partial views, your team spends less time on manual updates and makes decisions on the full picture. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2641&secure%5Bchosen_at%5D=2026-09-04T00%3A57%3A12Z&secure%5Bdisplayable_resource_id%5D=2641&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2641&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1395075&secure%5Bresource_id%5D=2641&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Frevenue-operations-intelligence-ro-i%2Fsmall-business&secure%5Btoken%5D=87781df9f47db140acfac6f5f7b3c9ccd132a0048704f1576c1ecec923af6d7e&secure%5Burl%5D=https%3A%2F%2Freevo.ai%2Fsee-reevo-p1-b-g2%3Futm_source%3Dg2%26utm_medium%3Dreview_site%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url) ### [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,691 #### G2 Deal: Save 25% on your first annual subscription Whether you’re ready to purchase today or prefer to try Essentials out for 14 days for free, you will receive 25% discount when you purchase via G2. Prior to 25% discount, plans start at $25/per user per month. **Price:** ~~Starting at $25/user/month~~ → Starting at $18.75/user/month [View this exclusive G2 deal](https://www.g2.com/deals/offers/188aef71-dca6-4425-a89d-e58531df63f5?source=categories) #### How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)? - **Ease of Use:** 8.2/10 (Category avg: 9.0/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.3/10 (Category avg: 8.3/10) - **Account Engagement:** 8.7/10 (Category avg: 8.7/10) #### Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)? - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** www.salesforce.com - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce 579,511 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website) 83,223 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Medium, 34% Large #### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** in Agentforce Sales invaluable for managing customer data and improving productivity. - Users value the **straightforward flow and comprehensive visibility** of Agentforce Sales, enhancing team collaboration and insight. - Users value the **360-degree view of customer information** , enhancing lead follow-up and closing processes efficiently. - Users value the **centralized customer data** of Salesforce Sales Cloud, enhancing insights and streamlining sales workflows efficiently. - Users appreciate the **seamless integration capabilities** of Agentforce Sales, enhancing workflow and connecting with internal systems effortlessly. ##### Cons - Users find the **steep learning curve** daunting, struggling with complex setups and mobile UX challenges. - Users find **limitations in package options** and struggle with navigation and security complexities in Agentforce Sales. - Users find the **complexity** of Agentforce Sales to be overwhelming, especially with deep configurations and numerous options. - Users find the product **expensive** and suggest improving cost-effectiveness for better business adaptability. - Users find the **limited features** of Agentforce Sales require time and expertise for effective customization and reporting. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **["✍️ Powerful and Flexible, but Complex and Expensive"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13389103)** **Rating:** 5.0/5.0 stars _— Mahdi S._ [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13389103) **["Salesforce: The Ultimate CRM for Effortless Business Automation"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12156297)** **Rating:** 4.0/5.0 stars _— Akash S._ [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12156297) #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 8 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential. **Average Rating:** 4.6/5.0 **Total Reviews:** 588 #### How Do G2 Users Rate Revenue Grid? - **Ease of Use:** 9.0/10 (Category avg: 9.0/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.4/10 (Category avg: 8.3/10) - **Account Engagement:** 8.7/10 (Category avg: 8.7/10) #### Who Is the Company Behind Revenue Grid? - **Seller:** [Revenue Grid](https://www.g2.com/sellers/revenue-grid) - **Company Website:** revenuegrid.com - **Year Founded:** 2006 - **HQ Location:** Atlanta, Georgia - **Twitter:** @Revenue\_Grid\_ 1,057 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ecd61318e762e9763c750a63bc995acbba034204b9bf78566e5f19f2fe9f42c8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevenue-grid%2F&secure%5Burl_type%5D=linkedin_company_website) 142 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 48% Medium, 41% Small #### What Do G2 Reviewers Say About Revenue Grid? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Revenue Grid, appreciating its flexibility and efficient features for seamless integration. - Users value the **seamless Salesforce integration** of Revenue Grid, enhancing visibility and simplifying the documentation process. - Users appreciate the **seamless integration** of Revenue Grid with Salesforce and Outlook, enhancing their workflow and documentation efficiency. - Users praise the **easy usage** of Revenue Grid, highlighting its seamless integration and straightforward setup for efficiency. - Users value the **invaluable customer support** from Revenue Grid, ensuring smooth operation and assistance with unique setups. ##### Cons - Users find the **missing features** in Revenue Grid limiting, wishing for improved lead management and email handling functionality. - Users experience **technical issues** during setup, requiring troubleshooting and support before the system stabilizes. - Users face a **steep learning curve** with Revenue Grid's advanced features, requiring time and support to master. - Users find the **CSV template rigidity** and limited search options in Revenue Grid restrict their overall experience and efficiency. - Users experience **slow loading** times for the sidebar and add-on, causing occasional frustration during their workflow. #### What Are Recent G2 Reviews of Revenue Grid? **["Revenue Grid Delivers Real-Time Pipeline Visibility and Smarter Decisions"](https://www.g2.com/survey_responses/revenue-grid-review-13385942)** **Rating:** 5.0/5.0 stars _— Julianna G._ [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-13385942) **["Automatic Email Logging in Salesforce Saves Time"](https://www.g2.com/survey_responses/revenue-grid-review-13341938)** **Rating:** 5.0/5.0 stars _— Natasha G._ [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-13341938) #### What Are G2 Users Discussing About Revenue Grid? - [What is Revenue Grid used for?](https://www.g2.com/discussions/what-is-revenue-grid-used-for) - [What can Google drive do?](https://www.g2.com/discussions/what-can-google-drive-do) - [What is dropbox and how does it work?](https://www.g2.com/discussions/what-is-dropbox-and-how-does-it-work) - [What can machine learning be used for?](https://www.g2.com/discussions/what-can-machine-learning-be-used-for) - [What is a revenue Grid?](https://www.g2.com/discussions/what-is-a-revenue-grid) - 2 comments ### [Apollo.io](https://www.g2.com/products/apollo-io/reviews) Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs. **Average Rating:** 4.7/5.0 **Total Reviews:** 9,433 #### How Do G2 Users Rate Apollo.io? - **Ease of Use:** 9.0/10 (Category avg: 9.0/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.7/10 (Category avg: 8.3/10) - **Account Engagement:** 8.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Apollo.io? - **Seller:** [Apollo.io](https://www.g2.com/sellers/apollo-io) - **Company Website:** www.apollo.io - **Year Founded:** 2015 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66144fa663d2dd3c2508a803817bd944c2b55318e4c7961b7f099adc28bac4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapollo-io%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 67% Small, 29% Medium #### What Do G2 Reviewers Say About Apollo.io? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Apollo.io, enhancing their lead generation and CRM integration seamlessly. - Users value the **user-friendly interface and automation features** of Apollo.io, enhancing their lead generation efficiency. - Users value the **robust search and filtering capabilities** of Apollo.io, enhancing their outreach and campaign management efficiency. - Users appreciate the **streamlined prospecting and outreach** capabilities of Apollo.io, enhancing efficiency and targeting in lead generation. - Users appreciate the **time-saving features** of Apollo.io, streamlining their outreach and enhancing sales efficiency. ##### Cons - Users find **missing features** frustrating, particularly in layout customization, email templates, and integration options. - Users indicate that **inaccurate data** in Apollo.io can lead to frustrations with lead information and missing emails. - Users find the **steep learning curve** of Apollo.io challenging, hindering effective navigation and utilization of its features. - Users note **limited features** and variable accuracy, necessitating manual checks and selective outreach, which can overwhelm new users. - Users experience **data inaccuracy** with Apollo.io, leading to unreliable contact information that requires verification. #### What Are Recent G2 Reviews of Apollo.io? **["Apollo.io’s Intuitive UI, Fast Search, and AI-Powered Outreach Deliver Outstanding ROI"](https://www.g2.com/survey_responses/apollo-io-review-13344982)** **Rating:** 4.5/5.0 stars _— Anil P._ [Read full review](https://www.g2.com/survey_responses/apollo-io-review-13344982) **["Apollo.io’s Robust Prospecting Tools and Powerful Filtering"](https://www.g2.com/survey_responses/apollo-io-review-13322203)** **Rating:** 5.0/5.0 stars _— Ankit S._ [Read full review](https://www.g2.com/survey_responses/apollo-io-review-13322203) #### What Are G2 Users Discussing About Apollo.io? - [What unique capabilities does Apollo.io offer for streamlining sales and marketing workflows?](https://www.g2.com/discussions/what-unique-capabilities-does-apollo-io-offer-for-streamlining-sales-and-marketing-workflows) - 2 comments, 2 upvotes - [What is Apollo.io used for?](https://www.g2.com/discussions/apollo-io-what-is-apollo-io-used-for) - 6 comments, 3 upvotes - [How do I remove my information from Apollo io?](https://www.g2.com/discussions/how-do-i-remove-my-information-from-apollo-io) - 4 comments, 1 upvote - [Is Apollo IO free?](https://www.g2.com/discussions/is-apollo-io-free) - 11 comments, 6 upvotes - [What is Apollo io?](https://www.g2.com/discussions/what-is-apollo-io) - 3 comments, 1 upvote ### [Substrata](https://www.g2.com/products/substrata-substrata/reviews) Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals. **Average Rating:** 4.9/5.0 **Total Reviews:** 1,115 #### How Do G2 Users Rate Substrata? - **Ease of Use:** 9.8/10 (Category avg: 9.0/10) - **Data Segmentation:** 9.5/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.3/10 (Category avg: 8.3/10) - **Account Engagement:** 9.5/10 (Category avg: 8.7/10) #### Who Is the Company Behind Substrata? - **Seller:** [Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea) - **Company Website:** www.substrata.me - **Year Founded:** 2020 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @SubstrataHQ 517 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a52ceae0c10051c0684d9809a4ca491659604e05cb588ada06d0642e2f54ba79&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsubstrata-company%2F&secure%5Burl_type%5D=linkedin_company_website) 33 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 **high accuracy** of Substrata's insights, enhancing their understanding of clients and improving negotiations. - Users value the **sophisticated emotional insights** of Substrata, enhancing communication and understanding in high-stakes environments. - Users appreciate the **insightful analysis** of Substrata, enhancing understanding of tone and emotions in conversations. - Users value Substrata for its **actionable insights** that enhance communication effectiveness and decision-making confidence. - Users value the **time-saving features** of Substrata, enhancing decision-making efficiency and improving communication effectiveness. ##### Cons - Users face a **steep learning curve** with Substrata, requiring time and effort to master advanced features. - Users find the **limited customization** options restrict their ability to tailor insights for specific needs and perspectives. - Users find the **complexity in setup and navigation** challenging, hindering their ability to effectively use Substrata. - Users find the **time-consuming setup** and analysis process of Substrata to be a notable challenge. - Users find the **dashboard overwhelming** initially, struggling with complexity and a lack of intuitive features. #### What Are Recent G2 Reviews of Substrata? **["A Strong Communication Intelligence Platform for B2B Sales"](https://www.g2.com/survey_responses/substrata-review-13364729)** **Rating:** 5.0/5.0 stars _— Andrew B._ [Read full review](https://www.g2.com/survey_responses/substrata-review-13364729) **["Connects Communication Intelligence With Revenue Operations"](https://www.g2.com/survey_responses/substrata-review-13361952)** **Rating:** 5.0/5.0 stars _— Victoria B._ [Read full review](https://www.g2.com/survey_responses/substrata-review-13361952) ### [Gong](https://www.g2.com/products/gong/reviews) Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000—including LinkedIn, Shopify, Slack, Twilio, Zillow, and Morningstar—companies around the world deeply understand their teams and customers, automate critical sales workflows, and close more deals with less effort. Recognized by G2 as the #1 Best Software Product for multiple years, Gong continues to lead in customer satisfaction, innovation, and AI-powered revenue transformation. For more information, visit www.gong.io. **Average Rating:** 4.7/5.0 **Total Reviews:** 6,514 #### How Do G2 Users Rate Gong? - **Ease of Use:** 9.3/10 (Category avg: 9.0/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.0/10 (Category avg: 8.3/10) - **Account Engagement:** 8.5/10 (Category avg: 8.7/10) #### Who Is the Company Behind Gong? - **Seller:** [Gong](https://www.g2.com/sellers/gong) - **Company Website:** www.gong.io - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @Gong\_io 7,641 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6dfdedbcf143d0671dad85ecb40fd7787695be38c931e20bda9ac4a4ea153380&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10454372%2F&secure%5Burl_type%5D=linkedin_company_website) 2,801 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:** 69% Medium, 18% Large #### What Do G2 Reviewers Say About Gong? _AI-generated summary from verified user reviews_ ##### Pros - Users find Gong's **AI capabilities invaluable** for saving time and enhancing productivity through efficient communication insights. - Users value the **ease of use** of Gong, finding it intuitive for analyzing sales calls and opportunities. - Users appreciate the **call recording and AI note-taking** features of Gong, enhancing productivity and improving sales strategies. - Users appreciate the **accuracy** of Gong, noting its ability to maintain call control and summarize discussions effectively. - Users appreciate the **intuitive AI-driven insights** of Gong, which significantly enhance sales efficiency and pipeline management. ##### Cons - Users experience **call tracking issues** with Gong, noting difficulties in accessing and locating previous calls. - Users report **recording issues** with Gong, including missed connections and difficulties in retrieving past calls. - Users find the **AI inaccuracy** frustrating, impacting efficiency and the relevance of insights provided by Gong. - Users note the **limitations of AI functionality** , which can affect accuracy and real-time integration in Gong. - Users note the **missing features** in Gong, particularly the lack of real-time AI coaching and limited search filters. #### What Are Recent G2 Reviews of Gong? **["Top-Notch Call Analysis with Excellent AI Transcription and Chatbot"](https://www.g2.com/survey_responses/gong-review-13397497)** **Rating:** 5.0/5.0 stars _— Alejandro O._ [Read full review](https://www.g2.com/survey_responses/gong-review-13397497) **["Gong - Simple and effective for outbound sales"](https://www.g2.com/survey_responses/gong-review-13397268)** **Rating:** 4.0/5.0 stars _— Nishan T._ [Read full review](https://www.g2.com/survey_responses/gong-review-13397268) #### What Are G2 Users Discussing About Gong? - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/gong-how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - 2 comments - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - [What is Gong used for?](https://www.g2.com/discussions/what-is-gong-used-for) - [Is Gong a public?](https://www.g2.com/discussions/is-gong-a-public) - 1 comment - [How Much Does Gong IO cost?](https://www.g2.com/discussions/how-much-does-gong-io-cost) - 1 comment ### [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional ERP systems. It's an all-in-one platform that goes beyond basic accounting, offering a unified solution that can streamline operations and improve profitability. Unlike legacy ERPs that are often difficult to implement and maintain, Intuit Enterprise Suite is is simple to use and built to scale. It leverages Intuit's long-standing legacy in financial tools, making the transition feel like a natural evolution for businesses already familiar with the company's products. A key differentiator for Intuit Enterprise Suite is its integration of artificial intelligence. By using AI built on decades of anonymized financial data, the platform provides automated, "done-for-you" experiences and intelligent business insights. This helps businesses move away from the fragmented and manual workflows that often hinder growth, allowing them to focus on strategic initiatives and make smarter decisions. Key Features: - One connected platform: The solution serves as a unified platform that consolidates various business functions, including financial management, payroll, payments, workforce, and marketing. This all-in-one approach helps mid-market businesses that are often managing a collection of disparate applications, leading to data silos and increased costs. By bringing everything together, Intuit Enterprise Suite helps reduce the total cost of ownership and streamlines workflows. - Automation and intelligence: The product’s deep integration of artificial intelligence is a significant differentiator across accounting, financial planning, project management, and payments. Built on Intuit's extensive foundation of financial data, the AI capabilities go beyond simple automation, providing proactive, "done-for-you" experiences and intelligent insights. - Multi-entity management: For businesses with multiple entities or subsidiaries, the Intuit Enterprise Suite offers robust multi-entity management capabilities. This includes the ability to manage inter-company transactions and generate consolidated financial reports, providing a single source of truth and a comprehensive view of the entire organization's performance. - Simple to use, built to scale: A familiar, intuitive design makes adoption easy, while advanced capabilities like multi-entity management and consolidated reporting give businesses the confidence to grow. QuickBooks customers can migrate seamlessly. **Average Rating:** 4.6/5.0 **Total Reviews:** 43 #### How Do G2 Users Rate Intuit Enterprise Suite? - **Ease of Use:** 8.6/10 (Category avg: 9.0/10) #### Who Is the Company Behind Intuit Enterprise Suite? - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** www.intuit.com - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit 80,559 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website) 18,185 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller - **Top Industries:** Construction - **Company Size:** 70% Small, 28% Medium #### What Do G2 Reviewers Say About Intuit Enterprise Suite? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **ease of use** of Intuit Enterprise Suite, significantly streamlining workflows and saving valuable time. - Users highlight the **streamlined workflow** of Intuit Enterprise Suite, saving significant time on data entry and management. - Users appreciate the **easy access** Intuit Enterprise Suite offers, enhancing workflow and saving significant time. - Users highlight the **easy management** of Intuit Enterprise Suite, enjoying streamlined workflows and significant time savings. - Users value the **feature-rich capabilities** of Intuit Enterprise Suite, enhancing financial management and efficiency for multiple businesses. ##### Cons - Users experience **slow loading times** for reports, complicating tasks and leading to frustration with the system's performance. - Users find the **complex features** overwhelming at times, especially when performing simple tasks and waiting for reports to load. - Users find the **complex usability** overwhelming, especially when attempting simple tasks, with slow report loading times. - Users find the **overwhelming features** of Intuit Enterprise Suite can complicate simple tasks and slow report loading. - Users face **frustrating merge issues** when managing data across multiple classes, leading to delays and complications. #### What Are Recent G2 Reviews of Intuit Enterprise Suite? **["IES Dramatically Cuts Bookkeeping Time with Clear Intercompany and Consolidated Reporting"](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178869)** **Rating:** 4.5/5.0 stars _— Elaine S._ [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178869) **["WIP Used to Be a Monthly Mystery Novel. Now IES Just Hands Me the Ending."](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13273285)** **Rating:** 5.0/5.0 stars _— Rhiannon P._ [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13273285) ### [Clari](https://www.g2.com/products/clari/reviews) Clari+Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari+Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth. **Average Rating:** 4.6/5.0 **Total Reviews:** 5,517 #### How Do G2 Users Rate Clari? - **Ease of Use:** 9.0/10 (Category avg: 9.0/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.1/10 (Category avg: 8.3/10) - **Account Engagement:** 7.8/10 (Category avg: 8.7/10) #### Who Is the Company Behind Clari? - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft 18,437 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c72bf0f0f6a02380b7fe128396fa033291b10b85b3fc210dd4659ed9b53b1e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296178%2F&secure%5Burl_type%5D=linkedin_company_website) 1,098 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Medium, 41% Large #### What Do G2 Reviewers Say About Clari? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Clari, noting its intuitive interface and seamless forecasting capabilities. - Users value the **ease of use** in Clari's forecasting, allowing seamless updates and tracking of quotas. - Users value Clari's **seamless Salesforce integration** and real-time updates, enhancing sales focus and workflow efficiency. - Users value the **Salesforce integration** in Clari, enabling efficient access to comprehensive account-level data. - Clari's **user-friendly admin features** simplify management and forecasting, enhancing our ability to plan and execute effectively. ##### Cons - Users face **customization limitations** with Clari, finding it challenging to tailor the product to unique business needs. - Users find **limited customization** options in Clari hinder their ability to tailor it to specific business needs. - Users find the **learning curve challenging** due to upfront configuration and occasional UI confusion, despite its ease of use. - Users find **missing features** in Clari, particularly with filtering options and limited customization for Salesforce integration. - Users experience **inconsistencies in Salesforce integration** that can lead to confusion and hinder effective decision-making. #### What Are Recent G2 Reviews of Clari? **["Scroll lock #PageUpDelete #Lotek the God"](https://www.g2.com/survey_responses/clari-review-13387743)** **Rating:** 5.0/5.0 stars _— Nicholas H._ [Read full review](https://www.g2.com/survey_responses/clari-review-13387743) **["Clari Platform Review from a RevOps Perspective"](https://www.g2.com/survey_responses/clari-review-12400239)** **Rating:** 5.0/5.0 stars _— Matt D._ [Read full review](https://www.g2.com/survey_responses/clari-review-12400239) #### What Are G2 Users Discussing About Clari? - [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment - [How is Groove, a Clari Company being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [How do I add groove to Gmail?](https://www.g2.com/discussions/how-do-i-add-groove-to-gmail) - 1 comment - [How much does groove cost?](https://www.g2.com/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote - [What groove means in music?](https://www.g2.com/discussions/what-groove-means-in-music) - 7 comments ### [HubSpot Data Hub](https://www.g2.com/products/hubspot-data-hub/reviews) Data Hub connects, cleanses, and automates customer data across the HubSpot CRM, providing operations teams with tools to maintain data quality, ensure system integration, and streamline business processes. Core Value Proposition: Data Hub addresses critical operational challenges: disconnected data across applications, manual data entry consuming team time, data quality issues undermining business decisions, and complex automation requirements existing tools cannot handle. The platform offers native integrations with other applications to create a more efficient, aligned, and agile business. Key Capabilities: Data Integration: Data Hub connects contacts, leads, and company data between HubSpot and external applications bidirectionally and in real-time. This creates a unified customer data foundation rather than requiring manual data transfer. Data Quality Management: The platform includes tools that maintain a clean database, allowing operations teams to save hours of manual data validation and correction work. Process Automation: Data Hub enables complex business process automation across systems, connecting trigger events in one application to automated actions in another. This streamlines internal workflows and reduces manual coordination. Unified Customer View: By connecting all customer data sources to the HubSpot CRM platform, Data Hub creates a single source of truth that sales, marketing, and service teams can reference for customer interactions. Data Hub vs. Alternatives: Unlike standalone integration platforms (iPaaS) requiring technical expertise to configure and maintain, Data Hub provides native HubSpot integration with a visual interface designed for operations professionals rather than developers. This reduces implementation time and ongoing maintenance requirements. Data Hub eliminates manual data entry and data validation by automating these workflows. The platform guarantees up-to-date data and maintains a clean database without constant manual intervention. Who Should Use Data Hub: Data Hub serves operations teams managing data across multiple systems, organizations experiencing data quality issues affecting business decisions, and companies needing to automate complex cross-system workflows without extensive technical resources. The platform enables business agility as organizations grow. Outcome: Data Hub supercharges your HubSpot CRM with a complete toolkit to connect, clean, and automate customer data, uniting all customer data into one connected platform that results in a friction-free customer experience. **Average Rating:** 4.5/5.0 **Total Reviews:** 563 #### How Do G2 Users Rate HubSpot Data Hub? - **Ease of Use:** 8.7/10 (Category avg: 9.0/10) - **Data Segmentation:** 8.5/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.1/10 (Category avg: 8.3/10) - **Account Engagement:** 8.5/10 (Category avg: 8.7/10) #### Who Is the Company Behind HubSpot Data Hub? - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot 784,270 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7728cdccf3cd40d382e6159b493e5f6534eb2bfad47dc424c39639ed9e0ebf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F68529%2F&secure%5Burl_type%5D=linkedin_company_website) 12,158 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Owner - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 67% Small, 30% Medium #### What Do G2 Reviewers Say About HubSpot Data Hub? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **user-friendly interface** of HubSpot Data Hub, making information easily accessible and operations efficient. - Users value the **two-way data sync** of HubSpot Data Hub, enhancing efficiency and collaboration across teams. - Users benefit from **automation capabilities** in HubSpot Data Hub, significantly streamlining tasks and enhancing overall efficiency. - Users value the **two-way data sync** across platforms, enhancing efficiency and ensuring accurate, consistent information for teams. - Users appreciate the **efficiency** of HubSpot Data Hub, streamlining data management and reducing workflow complexities. ##### Cons - Users find the **limitations in data handling** frustrating, particularly regarding external data integration and processing capabilities. - Users find the **missing features** in HubSpot Data Hub limit their ability to manage complex contact data effectively. - Users find the **learning curve steep** , especially when unfamiliar with workflow automation, affecting overall usability. - Users find HubSpot Data Hub **fairly expensive** , particularly for small teams wanting advanced features and customization. - Users find the **complexity of reporting** and data tracking in HubSpot Data Hub to be challenging and frustrating. #### What Are Recent G2 Reviews of HubSpot Data Hub? **["Effortless Data Cleanup and Insightful Alerts"](https://www.g2.com/survey_responses/hubspot-data-hub-review-13387502)** **Rating:** 5.0/5.0 stars _— Ben M._ [Read full review](https://www.g2.com/survey_responses/hubspot-data-hub-review-13387502) **["HubSpot Data Hub Keeps Customer Data Clean and Centralized"](https://www.g2.com/survey_responses/hubspot-data-hub-review-12562615)** **Rating:** 4.0/5.0 stars _— Sagar K._ [Read full review](https://www.g2.com/survey_responses/hubspot-data-hub-review-12562615) #### What Are G2 Users Discussing About HubSpot Data Hub? - [What is HubSpot Operations Hub used for?](https://www.g2.com/discussions/what-is-hubspot-operations-hub-used-for) - 1 comment ### [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) Note: GTM Studio is the upgraded version of ZoomInfo Marketing and ZoomInfo Operations. GTM Studio is ZoomInfo's AI-powered go-to-market canvas that unifies signals, systems, and teams in one intelligent workspace so plays fire automatically, moments aren't missed, and reps always know what to do next. Designed for RevOps and marketing teams, GTM Studio eliminates tool sprawl by connecting CRM, marketing, sales, and third-party data into a single live canvas - giving every team a complete, AI-ready view of their market. At the core of GTM Studio is built-in waterfall enrichment that automatically fills in missing contact and account data across 25+ vendors, so the data powering every play is always complete and actionable. AI-powered insights surface buying signals in real time, helping teams respond to in-market buyers in under five minutes - before competitors have even pulled a list. Every insight is grounded in your ICP, so GTM decisions are faster, sharper, and more informed. GTM Studio is built for speed to execution. A library of pre-built plays - including inbound acceleration, champion tracking, and competitive displacement - can be launched in a single click, with no tickets, no engineering support, and no waiting. Custom plays can be designed, tested, and scaled without code or developer involvement, compressing what used to take weeks into minutes. Specialized AI agents handle enrichment, scoring, routing, and message creation automatically, so teams stay focused on results rather than operations. GTM Studio integrates with the tools revenue teams already rely on - Salesforce, HubSpot, Salesloft, Gong, Slack, and 50+ more - ensuring signals flow freely across the stack and execution happens without friction. Built-in analytics measure what's working in real time, while automated workflows and alerts keep teams responsive to every change in GTM data. The result is a GTM motion that runs on its own - where top-performing teams launch more than 50 plays per quarter, expansion campaigns that once took three weeks go live in 30 minutes, and every seller always knows exactly where to focus next. **Average Rating:** 4.5/5.0 **Total Reviews:** 3,395 #### How Do G2 Users Rate GTM Studio - Powered by ZoomInfo? - **Ease of Use:** 8.8/10 (Category avg: 9.0/10) #### Who Is the Company Behind GTM Studio - Powered by ZoomInfo? - **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706) - **Company Website:** www.zoominfo.com - **Year Founded:** 2000 - **HQ Location:** Vancouver, WA - **Twitter:** @ZoomInfo 23,515 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd618c71d6b4b0acc542c8b46079b4c9423a65a072ce8f8590d4f3ed35e8aebb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzoominfo%2F&secure%5Burl_type%5D=linkedin_company_website) 4,221 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 63% Medium, 24% Large #### What Do G2 Reviewers Say About GTM Studio - Powered by ZoomInfo? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **reliable B2B contact data** of GTM Studio, enhancing targeted prospect lists and campaign efficiency. - Users value the **accuracy of data and intent signals** in GTM Studio, enhancing their lead generation and targeting efforts. - Users find GTM Studio's **ease of use** exceptional, streamlining lead enrichment with straightforward features and intuitive navigation. - Users value the **reliable and accurate B2B contact data** from GTM Studio, enhancing campaign effectiveness and targeting precision. - Users value the **high-quality data** from GTM Studio - Powered by ZoomInfo for efficient, targeted outreach campaigns. ##### Cons - Users find the **pricing high** , making it less accessible for smaller teams with limited budgets. - Users find that **data inaccuracy** affects reliability, with outdated information and missing data for niche roles. - Users note that the **pricing is high** for small teams, making it less accessible for budget-conscious businesses. - Users find the **learning curve steep** , feeling overwhelmed initially due to the platform's complexity and range of features. - Users find the platform's **complexity** overwhelming initially, requiring training and processes for effective use. #### What Are Recent G2 Reviews of GTM Studio - Powered by ZoomInfo? **["Amazing Platform That Helps Marketers Bridge the Gap with your Audience"](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370)** **Rating:** 5.0/5.0 stars _— Verified User in Hospital & Health Care_ [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370) **["Account Exectuive"](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756)** **Rating:** 5.0/5.0 stars _— Alex P._ [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756) #### What Are G2 Users Discussing About GTM Studio - Powered by ZoomInfo? - [What impact has Chorus by ZoomInfo had on the enhancement of sales conversations and customer insights?](https://www.g2.com/discussions/what-impact-has-chorus-by-zoominfo-had-on-the-enhancement-of-sales-conversations-and-customer-insights) - [What is Chorus.ai used for?](https://www.g2.com/discussions/what-is-chorus-ai-used-for) - [What is ZoomInfo MarketingOS used for?](https://www.g2.com/discussions/what-is-zoominfo-marketingos-used-for) - [What are ZoomInfo scoops?](https://www.g2.com/discussions/what-are-zoominfo-scoops) - [What information does ZoomInfo provide?](https://www.g2.com/discussions/what-information-does-zoominfo-provide) ### [AskElephant](https://www.g2.com/products/askelephant/reviews) AskElephant is the CRM automation layer for B2B revenue teams running on HubSpot or Salesforce. It takes responsibility for the CRM data work that reps are typically stuck doing: updating fields, logging activity, and maintaining the records that everyone else depends on. AskElephant owns CRM data hygiene at the source, capturing activity automatically, standardizing fields, deduplicating contacts, and validating data before it touches a workflow. It then powers downstream automations that actually work: CRM field updates, sales coaching, sales-to-CS handoffs, and churn alerts. The result is trustworthy data, reliable automation, and a sales team focused on what AI cannot replicate. Relationships are built by humans, not bots. Key Features and Functionality: - CRM Automation: Automatically update any CRM field based on conversation insights, eliminating manual data entry. - Sales-to-CS Handoffs: Ensure seamless transitions between sales and customer success teams by automatically transferring full deal context. - AI Sales Coaching: Provide real-time coaching scorecards and reports. Implement your custom sales methodology or use popular frameworks like MEDDIC, SPICED, Challenger, or BANT. - Churn Alerts: Receive notifications about potential deal risks or churn alerts, enabling timely interventions. - AI Chat: Interact with your business data using AI, facilitating quick access to information across various platforms. Includes access to 20+ LLMs. - AI Agents & Workflow Builder: Automate workflows such as CRM updates, coaching, task creation, churn alerts, and win/loss analysis. Agents are fully customizable using the workflow builder. - Custom Data Signals: Extract unique insights at scale from your conversation data and trigger your custom workflows using these signals. - Universal AI Notetaker: Flexible capture and transcription of calls or meetings via 4 methods: web/browser, desktop app/botless, mobile app for in-person conversation, and dialer/contact center integrations. - MCP and API Access: Connect AskElephant's data into your stack - Native Integrations: Connect AskElephant and its powerful workflows to HubSpot, Salesforce, Slack, and even dialer solutions such as RingCentral and Dialpad. Primary Value: Healthy CRM data benefits all human and AI-automated workflows that flow downstream from a CRM system of record. Without healthy CRM data, interactions between revenue teams and customers suffer due to a severe lack of context. AskElephant is the first solution to finally solve the CRM hygiene issue at its root, along with downstream automations. Sales reps are no longer required to update the CRM after each call because AskElephant can update any CRM field or property instantly, to the exact specifications of the RevOps leader. AskElephant can even audit and clean CRM data retroactively, removing a massive data-hygiene burden from RevOps. This is all made possible by AskElephant's dedication to deep data extraction and intelligence, whereas other solutions will just send a meeting summary to the CRM. Pain Points Solved by AskElephant: - Poor CRM data hygiene and missing data - Sales reps manually updating the CRM - Inaccurate revenue forecasts due to poor CRM data - Unsecure use of LLMs to fill context gaps - Unreliable AI notetaker bots not joining your call - Sales leaders lacking time to coach reps - Messy sales-to-CS handoffs - CS teams that depend on sales for context - Implementation teams spending hours to prep an onboarding - Post-sales teams who are slow to see the early warning signs that turn into churn **Average Rating:** 4.9/5.0 **Total Reviews:** 25 #### How Do G2 Users Rate AskElephant? - **Ease of Use:** 9.2/10 (Category avg: 9.0/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.2/10 (Category avg: 8.3/10) - **Account Engagement:** 10.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind AskElephant? - **Seller:** [AskElephant](https://www.g2.com/sellers/askelephant) - **Year Founded:** 2023 - **HQ Location:** Lehi, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=926b66c1b2da87d43976b66fe39b5f784a2dafc8c8ab4d1d4b45b5cbfb3353ef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faskelephant%2F&secure%5Burl_type%5D=linkedin_company_website) 31 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 52% Small, 32% Medium #### What Do G2 Reviewers Say About AskElephant? _AI-generated summary from verified user reviews_ ##### Pros - Users commend AskElephant for its **automation capabilities** , significantly improving productivity and ensuring timely notifications for optimal team performance. - Users commend the **responsive customer support** from AskElephant, ensuring quick resolution of issues when needed. - Users value the **time-saving features** of AskElephant, dramatically increasing efficiency and boosting revenue. - Users appreciate the **ease of use** of AskElephant, making setup and integration seamless and efficient. - Users find AskElephant's **supportive team** and responsiveness invaluable for seamless integration and enhanced productivity. ##### Cons - Users find the **learning curve steep** , requiring time and prior knowledge to effectively utilize AskElephant's custom workflows. - Users wish for more **customization options** as they often rely on the team for configuration help. - Users find the **poor search functionality** limits their ability to navigate the library effectively. #### What Are Recent G2 Reviews of AskElephant? **["Ask Elephant: Tremendous Platform with Exceptional Support and Time-Saving Automations"](https://www.g2.com/survey_responses/askelephant-review-13123450)** **Rating:** 5.0/5.0 stars _— John W._ [Read full review](https://www.g2.com/survey_responses/askelephant-review-13123450) **["Ask Elephant Turns Call Transcripts Into Actionable Revenue Intelligence"](https://www.g2.com/survey_responses/askelephant-review-13123742)** **Rating:** 5.0/5.0 stars _— Douglas G._ [Read full review](https://www.g2.com/survey_responses/askelephant-review-13123742) ### [Creatio](https://www.g2.com/products/creatio/reviews) Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 316 #### How Do G2 Users Rate Creatio? - **Ease of Use:** 9.0/10 (Category avg: 9.0/10) - **Data Segmentation:** 10.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 10.0/10 (Category avg: 8.3/10) - **Account Engagement:** 10.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Creatio? - **Seller:** [Creatio](https://www.g2.com/sellers/creatio) - **Company Website:** www.creatio.com - **Year Founded:** 2014 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Creatio\_Global 3,977 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8659c9aedce2bb0b992997a4038d075e8fa99899c384b7d6b36d9fb77101d8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcreatioglobal%2F&secure%5Burl_type%5D=linkedin_company_website) 1,150 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Small, 42% Medium #### What Do G2 Reviewers Say About Creatio? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Creatio, leading to streamlined processes and enhanced efficiency in sales operations. - Users value the **efficiency** of Creatio, enhancing sales operations and minimizing errors through customizable automation. - Users praise the **high customizability** of Creatio, making it easy to adapt the platform to specific needs. - Users value the **unlimited customization options** in Creatio, enabling tailored solutions without requiring developer skills. - Users value the **extensive customization options** of Creatio, enabling tailored solutions even without technical skills. ##### Cons - Users note a **significant learning curve** with Creatio, requiring training and support for effective setup. - Users find **missing features** in Creatio, such as limited reporting and inefficient contact management, affecting productivity. - Users find the **limited selection of features** in Creatio constraining, despite some useful applications available. - Users express frustration over **limited customization** , noting outdated documentation and unintuitive button placements hinder productivity. - Users find the **limited app options** and lack of customization for service businesses frustrating when using Creatio. #### What Are Recent G2 Reviews of Creatio? **["Flexible CRM with Manual Data Sync Hurdles"](https://www.g2.com/survey_responses/creatio-review-13367429)** **Rating:** 4.5/5.0 stars _— Sebastian A._ [Read full review](https://www.g2.com/survey_responses/creatio-review-13367429) **["Empowers Customer Focus with Flexible, Bank-Ready Workflows"](https://www.g2.com/survey_responses/creatio-review-12953782)** **Rating:** 4.5/5.0 stars _— Tanner W._ [Read full review](https://www.g2.com/survey_responses/creatio-review-12953782) #### What Are G2 Users Discussing About Creatio? - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment ### [Salesloft](https://www.g2.com/products/salesloft/reviews) Salesloft is the revenue orchestration platform that closes the gap between what revenue teams know and what they do next. Powered by agentic AI, Salesloft's Predictive Revenue System connects live signals from buyer engagement, conversations, deals, and forecast data, turning intelligence into clear, prioritized action. Trusted by more than 4,000 organizations including Adobe, 3M, IBM, and Zoom, Salesloft helps revenue teams move from guesswork to confidence, quarter after quarter. **Average Rating:** 4.5/5.0 **Total Reviews:** 4,154 #### How Do G2 Users Rate Salesloft? - **Ease of Use:** 8.8/10 (Category avg: 9.0/10) - **Data Segmentation:** 7.9/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.5/10 (Category avg: 8.3/10) - **Account Engagement:** 8.2/10 (Category avg: 8.7/10) #### Who Is the Company Behind Salesloft? - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft 18,437 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c72bf0f0f6a02380b7fe128396fa033291b10b85b3fc210dd4659ed9b53b1e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296178%2F&secure%5Burl_type%5D=linkedin_company_website) 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:** 56% Medium, 23% Small #### What Do G2 Reviewers Say About Salesloft? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** in Salesloft invaluable for efficient contact management and outreach. - Users appreciate the **powerful automation features** of Salesloft, greatly enhancing their sales engagement and productivity. - Users find **Salesloft's helpful functionalities** in call tracking and customizable cadences instrumental for efficient contact management. - Users value the **seamless automation** features in Salesloft, making call tracking and email campaigns effortless. - Users value the **time-saving features** of Salesloft, enhancing efficiency in managing outreach and prospecting activities. ##### Cons - Users find **missing features** like domain rotation and improved text formatting hinder their email effectiveness in Salesloft. - Users face **call issues** with Salesloft, experiencing difficulties with app alignment and support consistency during usage. - Users often face **integration issues** with Salesloft, particularly with platforms like HubSpot, affecting overall effectiveness. - Users note the **limited features compared to competitors** , impacting their overall experience and efficiency with Salesloft. - Users face a **steep learning curve** with Salesloft, making it challenging for newcomers to navigate effectively. #### What Are Recent G2 Reviews of Salesloft? **["Helps streamline sales workflows and follow-ups"](https://www.g2.com/survey_responses/salesloft-review-12602504)** **Rating:** 5.0/5.0 stars _— Rohan B._ [Read full review](https://www.g2.com/survey_responses/salesloft-review-12602504) **["Easy-to-Use Cadences and Automation That Boost SDR Efficiency"](https://www.g2.com/survey_responses/salesloft-review-12625459)** **Rating:** 4.5/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/salesloft-review-12625459) #### What Are G2 Users Discussing About Salesloft? - [What innovative strategies are sales teams adopting with Salesloft to enhance customer engagement and sales effectiveness?](https://www.g2.com/discussions/what-innovative-strategies-are-sales-teams-adopting-with-salesloft-to-enhance-customer-engagement-and-sales-effectiveness) - [How is Salesloft being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-salesloft-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - 1 comment - [What is Salesloft used for?](https://www.g2.com/discussions/salesloft-what-is-salesloft-used-for) - 1 comment - [How much does SalesLoft cost?](https://www.g2.com/discussions/how-much-does-salesloft-cost) - [Is SalesLoft a CRM?](https://www.g2.com/discussions/is-salesloft-a-crm) - 6 comments, 1 upvote ### [Coefficient](https://www.g2.com/products/coefficient/reviews) 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:** 198 #### How Do G2 Users Rate Coefficient? - **Ease of Use:** 9.2/10 (Category avg: 9.0/10) - **Data Segmentation:** 8.1/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.2/10 (Category avg: 8.3/10) - **Account Engagement:** 6.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Coefficient? - **Seller:** [Coefficient](https://www.g2.com/sellers/coefficient) - **Company Website:** coefficient.io - **Year Founded:** 2020 - **HQ Location:** Palo Alto, CA - **Twitter:** @coefficient\_io 346 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a36ef868415520ac840f5699de01e684ba3b9e328d0a3215043fadd7d1bd7ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoefficientworks%2F&secure%5Burl_type%5D=linkedin_company_website) 71 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 find **easy integrations** with Coefficient seamless, enhancing productivity and simplifying their data workflow considerably. - Users value the **time-saving automation** of Coefficient, reclaiming hours in their weekly reporting tasks. ##### Cons - Users find the **feature limitations** of Coefficient frustrating, particularly with filtering and integration challenges. - Users find the **limited filtering options** in Coefficient restrictive and detrimental to their data analysis experience. - Users find the **missing features** in Coefficient limiting, especially with filters and integrating charts from SFDC. - Users find the **limit of Google Sheets** for multiple filters and imports restricts their data management capabilities. - Users face **integration issues** with Coefficient, leading to frustrating limitations when connecting to other tools and systems. #### What Are Recent G2 Reviews of Coefficient? **["Coefficient Simplifies Salesforce-to-Google Sheets Reporting and Boosts Productivity"](https://www.g2.com/survey_responses/coefficient-review-13342126)** **Rating:** 5.0/5.0 stars _— Joe T._ [Read full review](https://www.g2.com/survey_responses/coefficient-review-13342126) **["Effortless Data Integration and Beautiful Dashboards That Boost Productivity"](https://www.g2.com/survey_responses/coefficient-review-13359201)** **Rating:** 5.0/5.0 stars _— Andres M._ [Read full review](https://www.g2.com/survey_responses/coefficient-review-13359201) ### [Outreach](https://www.g2.com/products/outreach/reviews) Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, and Verizon to name a few. To learn more, please visit www.outreach.io. **Average Rating:** 4.3/5.0 **Total Reviews:** 3,502 #### How Do G2 Users Rate Outreach? - **Ease of Use:** 8.3/10 (Category avg: 9.0/10) - **Data Segmentation:** 7.9/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.0/10 (Category avg: 8.3/10) - **Account Engagement:** 7.8/10 (Category avg: 8.7/10) #### Who Is the Company Behind Outreach? - **Seller:** [Outreach](https://www.g2.com/sellers/outreach) - **Company Website:** www.outreach.io - **Year Founded:** 2014 - **HQ Location:** Seattle, WA - **Twitter:** @outreach\_io 7,689 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=96fd9e41d0efcce45c290948073fc1df5ce970cc44248d076c966828009869f4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3559595%2F&secure%5Burl_type%5D=linkedin_company_website) 1,609 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:** 59% Medium, 22% Large #### What Do G2 Reviewers Say About Outreach? _AI-generated summary from verified user reviews_ ##### Pros - Users find Outreach to be **easy to use** , simplifying follow-ups and enhancing tracking capabilities for contacts. - Users value the **automation and sequencing capabilities** of Outreach, enhancing efficiency in prospecting and communications. - Users appreciate the **ease of organization and follow-ups** that Outreach provides, streamlining their outreach efforts effectively. - Users value the **superior user interface** of Outreach, enhancing personalized messaging and efficient pipeline management. - Users value the **seamless integrations** of Outreach, enhancing communication management and streamlining workflow significantly. ##### Cons - Users find a **lack of in-depth analytics and automation features** in Outreach, impacting email performance and functionality. - Users find a **steep learning curve** with Outreach, making it challenging to fully utilize its features effectively. - Users find Outreach **difficult to navigate** due to its numerous options and experience challenges in managing prospects effectively. - Users find the **limited features** of Outreach hinder collaboration and customization, impacting overall usability and experience. - Users find the **limited customization** of Outreach's reporting features to be a significant drawback affecting usability. #### What Are Recent G2 Reviews of Outreach? **["Simplifying Sales Outreach at Scale"](https://www.g2.com/survey_responses/outreach-review-13398184)** **Rating:** 5.0/5.0 stars _— Andrea S._ [Read full review](https://www.g2.com/survey_responses/outreach-review-13398184) **["Outreach Streamlines Multi-Channel Sequences and Follow-Ups Effortlessly"](https://www.g2.com/survey_responses/outreach-review-12365799)** **Rating:** 5.0/5.0 stars _— Silvina F._ [Read full review](https://www.g2.com/survey_responses/outreach-review-12365799) ### [Xactly](https://www.g2.com/products/xactly/reviews) Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,081 #### How Do G2 Users Rate Xactly? - **Ease of Use:** 8.1/10 (Category avg: 9.0/10) - **Data Segmentation:** 6.7/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.3/10 (Category avg: 8.3/10) - **Account Engagement:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Xactly? - **Seller:** [Xactly](https://www.g2.com/sellers/xactly) - **Company Website:** www.xactlycorp.com - **Year Founded:** 2005 - **HQ Location:** San Jose, CA - **Twitter:** @Xactly 21,081 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f9fa96dd783ed95118e3ffe45b119aa910caaff9c3ab489471ff95fab373eef3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F22530%2F&secure%5Burl_type%5D=linkedin_company_website) 898 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Large, 37% Medium #### What Do G2 Reviewers Say About Xactly? _AI-generated summary from verified user reviews_ ##### Pros - Users find Xactly to be **highly intuitive and efficient** , simplifying the commission management process effectively. - Users appreciate the **powerful calculation capabilities** of Xactly for managing complex sales incentives effectively. - Users commend **Xactly Incent's effective management of complex sales incentive calculations** , making it versatile for diverse team needs. - Users value the **transparent incentive tracking** features of Xactly, facilitating easier performance management for sales teams. - Users value the **fast and accurate compensation calculations** of Xactly, enhancing tracking and incentive planning. ##### Cons - Users find Xactly's **navigation unintuitive** , with clunky features and a confusing new UI that complicates their experience. - Users face frustrating **slow loading times** in Xactly, causing delays in report syncing and hindering productivity. - Users experience a **steep learning curve** with Xactly due to clunky navigation and confusing UI changes. - Users find Xactly's interface **not user-friendly** , making navigation and understanding features challenging for newcomers. - Users often find Xactly's **poor interface design** cumbersome, impacting usability and complicating their experience. #### What Are Recent G2 Reviews of Xactly? **["Automates Processes but Struggles with Complex Credit Assignments"](https://www.g2.com/survey_responses/xactly-review-101319)** **Rating:** 5.0/5.0 stars _— James A._ [Read full review](https://www.g2.com/survey_responses/xactly-review-101319) **["Reliable visibility into compensation"](https://www.g2.com/survey_responses/xactly-review-8344073)** **Rating:** 4.5/5.0 stars _— Julian S._ [Read full review](https://www.g2.com/survey_responses/xactly-review-8344073) #### What Are G2 Users Discussing About Xactly? - [What is your experience regarding pricing and costs for Xactly Forecasting, and how does it compare to other forecasting tools?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-xactly-forecasting-and-how-does-it-compare-to-other-forecasting-tools) - [What is Xactly Incent used for?](https://www.g2.com/discussions/what-is-xactly-incent-used-for) - 1 comment - [What is Xactly Forecasting used for?](https://www.g2.com/discussions/what-is-xactly-forecasting-used-for) - [What is Xactly Sales Planning used for?](https://www.g2.com/discussions/what-is-xactly-sales-planning-used-for) - [What is xactly connect?](https://www.g2.com/discussions/what-is-xactly-connect) - ‹ Prev ‹ Prev - 1 - [2](/categories/revenue-operations-intelligence-ro-i/small-business?order=g2_score&page=2#product-list) - [Next › Next ›](/categories/revenue-operations-intelligence-ro-i/small-business?order=g2_score&page=2#product-list) Spotlight Categories [Event Management Platforms](https://www.g2.com/categories/event-management-platforms) [Environmental Health and Safety Software](https://www.g2.com/categories/environmental-health-and-safety) [Low-Code Development Platforms](https://www.g2.com/categories/low-code-development-platforms) [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) [E-Commerce Platforms](https://www.g2.com/categories/e-commerce-platforms) Similar Categories - [CRM](/categories/crm) - [Sales Compensation](/categories/sales-compensation) - [AI Sales Assistant](/categories/ai-sales-assistant) - [Auto Dialer](/categories/auto-dialer) - [Consulting CRM](/categories/consulting-crm) - [Contact Management](/categories/contact-management) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [CRM for Startups](/categories/crm-for-startups) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [Digital Signature](/categories/digital-signature) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [iPad CRM](/categories/ipad-crm) [Browse Revenue Operations & Intelligence (RO&I) Themes](/categories/revenue-operations-intelligence-ro-i/themes)