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Best Sales Performance Management Software

Julie Jung
JJ
Researched and written by Julie Jung

The purpose of sales performance management tools is to monitor sales progress to determine and recognize success, or proactively respond to processes and employees that need to improve. They offer data through scorecards for both individuals and teams, providing transparent information on progress and potential failures. Many tools increase visibility with public dashboards and leaderboards that can reward top-selling team members while inspiring others. Administrators can set up sales contests to challenge friendly competition among team members. Leaders can use the metrics provided to determine what should be discussed during coaching sessions. The tool can also help with onboarding, making successful processes accessible and visible to new team members. Many sales performance management products integrate with CRM software.

To qualify for inclusion in the Sales Performance Management software category, a product must:

Manage and record sales performance on a team and individual basis
Provide visuals to accompany sales performance data
Monitor progress in relation to team and individual goals and provide tools for course correction
Offer reports on data that aid in understanding successes and failures

Best Sales Performance Management Software At A Glance

Best for Small Businesses:
Best for Mid-Market:
Best for Enterprise:
Highest User Satisfaction:
Best Free Software:
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Best for Enterprise:
Highest User Satisfaction:
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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209 Listings in Sales Performance Management Available
(23,221)4.4 out of 5
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25% off: Starting at $18.75/user/month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Salesforce Sales Cloud is the complete platform for Salesblazers, our community of sellers, sales leaders, and sales operations professionals, to grow sales and increase productivity. With the #1 AI C

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 34% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Salesforce Sales Cloud is a suite of tools designed to manage and track sales leads, automate tasks, provide insights, and facilitate mobile work and organization.
    • Users frequently mention the platform's ability to centralize customer and lead information, its robust reporting tools, customizable dashboards, efficient lead management, and the ability to automate routine tasks, all of which help nurture relationships more effectively and streamline the sales process.
    • Users experienced issues with the platform's cost, particularly for smaller businesses, its complex and time-consuming initial setup and customization, slow data processing times, and the complexity of some features, such as the reporting tools, which can be difficult to navigate without proper training.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Salesforce Sales Cloud 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
    4,674
    Features
    3,973
    Lead Management
    2,347
    Customizability
    2,232
    Customization
    2,179
    Cons
    Learning Curve
    2,246
    Missing Features
    1,474
    Expensive
    1,442
    Limitations
    1,410
    Limited Features
    1,329
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Salesforce Sales Cloud features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.1
    8.7
    Integration
    Average: 8.6
    8.5
    Employee Structure
    Average: 8.4
    8.9
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    584,242 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    78,543 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Salesforce Sales Cloud is the complete platform for Salesblazers, our community of sellers, sales leaders, and sales operations professionals, to grow sales and increase productivity. With the #1 AI C

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 34% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Salesforce Sales Cloud is a suite of tools designed to manage and track sales leads, automate tasks, provide insights, and facilitate mobile work and organization.
  • Users frequently mention the platform's ability to centralize customer and lead information, its robust reporting tools, customizable dashboards, efficient lead management, and the ability to automate routine tasks, all of which help nurture relationships more effectively and streamline the sales process.
  • Users experienced issues with the platform's cost, particularly for smaller businesses, its complex and time-consuming initial setup and customization, slow data processing times, and the complexity of some features, such as the reporting tools, which can be difficult to navigate without proper training.
Salesforce Sales Cloud 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
4,674
Features
3,973
Lead Management
2,347
Customizability
2,232
Customization
2,179
Cons
Learning Curve
2,246
Missing Features
1,474
Expensive
1,442
Limitations
1,410
Limited Features
1,329
Salesforce Sales Cloud features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.1
8.7
Integration
Average: 8.6
8.5
Employee Structure
Average: 8.4
8.9
Dashboards
Average: 8.7
Seller Details
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
584,242 Twitter followers
LinkedIn® Page
www.linkedin.com
78,543 employees on LinkedIn®
(12,212)4.4 out of 5
Optimized for quick response
View top Consulting Services for HubSpot Sales Hub
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20% off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for grow

    Users
    • Account Executive
    • Business Development Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Small-Business
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Sales Hub is a tool designed to manage sales processes, track emails and calls, and provide insights on team performance and project numbers.
    • Reviewers appreciate the user-friendly interface, the ability to integrate with other platforms, the customizable dashboards, and the robust automation features that streamline sales processes and provide data-driven insights.
    • Users experienced issues with the initial setup and interface adaptation, frequent downtimes, problems with third-party integration, slow loading times, and limitations in customization and reporting functionality.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • HubSpot Sales Hub 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
    1,095
    Features
    672
    Helpful
    484
    Intuitive
    455
    Lead Management
    445
    Cons
    Missing Features
    431
    Limited Features
    336
    Learning Curve
    282
    Limited Customization
    191
    Expensive
    190
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • HubSpot Sales Hub features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.1
    8.7
    Integration
    Average: 8.6
    8.5
    Employee Structure
    Average: 8.4
    8.9
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    HubSpot
    Company Website
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    804,639 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,117 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for grow

Users
  • Account Executive
  • Business Development Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Small-Business
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Sales Hub is a tool designed to manage sales processes, track emails and calls, and provide insights on team performance and project numbers.
  • Reviewers appreciate the user-friendly interface, the ability to integrate with other platforms, the customizable dashboards, and the robust automation features that streamline sales processes and provide data-driven insights.
  • Users experienced issues with the initial setup and interface adaptation, frequent downtimes, problems with third-party integration, slow loading times, and limitations in customization and reporting functionality.
HubSpot Sales Hub 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
1,095
Features
672
Helpful
484
Intuitive
455
Lead Management
445
Cons
Missing Features
431
Limited Features
336
Learning Curve
282
Limited Customization
191
Expensive
190
HubSpot Sales Hub features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.1
8.7
Integration
Average: 8.6
8.5
Employee Structure
Average: 8.4
8.9
Dashboards
Average: 8.7
Seller Details
Seller
HubSpot
Company Website
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
804,639 Twitter followers
LinkedIn® Page
www.linkedin.com
11,117 employees on LinkedIn®

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(2,303)4.3 out of 5
View top Consulting Services for Pipedrive
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30% off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerf

    Users
    • CEO
    • Business Development Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 70% Small-Business
    • 25% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Pipedrive 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
    382
    Features
    176
    Simple
    148
    Intuitive
    147
    Helpful
    143
    Cons
    Missing Features
    157
    Limited Features
    94
    Learning Curve
    82
    Expensive
    64
    Limited Customization
    62
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Pipedrive features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.1
    7.6
    Integration
    Average: 8.6
    7.6
    Employee Structure
    Average: 8.4
    8.1
    Dashboards
    Average: 8.7
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • User Sentiment
    How are these determined?Information
    These insights are written by G2's Market Research team, using actual user reviews for Pipedrive, left between February 2022 and May 2022.
    • Reviewers appreciate Pipedrive’s ease of use and setup, allowing users to recognize the benefits quickly, but some noted system updates can lead to glitches
    • Reviewers like the product’s ability to manage deals and track progression, although some have noted a desire for improvements in deal forecasting
    • Reviewers value the product’s ability to manage inbound and outbound leads, but some stated a desire for improved filtration among leads for increased organization
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Pipedrive
    Company Website
    Year Founded
    2010
    HQ Location
    New York
    Twitter
    @pipedrive
    13,646 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    966 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerf

Users
  • CEO
  • Business Development Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 70% Small-Business
  • 25% Mid-Market
Pipedrive 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
382
Features
176
Simple
148
Intuitive
147
Helpful
143
Cons
Missing Features
157
Limited Features
94
Learning Curve
82
Expensive
64
Limited Customization
62
Pipedrive features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.1
7.6
Integration
Average: 8.6
7.6
Employee Structure
Average: 8.4
8.1
Dashboards
Average: 8.7
User Sentiment
How are these determined?Information
These insights are written by G2's Market Research team, using actual user reviews for Pipedrive, left between February 2022 and May 2022.
  • Reviewers appreciate Pipedrive’s ease of use and setup, allowing users to recognize the benefits quickly, but some noted system updates can lead to glitches
  • Reviewers like the product’s ability to manage deals and track progression, although some have noted a desire for improvements in deal forecasting
  • Reviewers value the product’s ability to manage inbound and outbound leads, but some stated a desire for improved filtration among leads for increased organization
Seller Details
Seller
Pipedrive
Company Website
Year Founded
2010
HQ Location
New York
Twitter
@pipedrive
13,646 Twitter followers
LinkedIn® Page
www.linkedin.com
966 employees on LinkedIn®
(918)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$12.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    monday CRM enables revenue teams to sell faster at every stage of the customer journey. The intuitive interface combined with no code automations and AI, allow revenue leaders to adapt the CRM to

    Users
    • Project Manager
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 79% Small-Business
    • 19% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • monday CRM 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
    185
    Features
    88
    Customizability
    87
    Automation
    79
    Integrations
    78
    Cons
    Missing Features
    71
    Limited Features
    49
    Integration Issues
    40
    Limited Customization
    37
    Learning Curve
    35
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • monday CRM features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.1
    8.2
    Integration
    Average: 8.6
    8.3
    Employee Structure
    Average: 8.4
    8.9
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2012
    HQ Location
    Tel Aviv
    Twitter
    @mondaydotcom
    41,191 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,916 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

monday CRM enables revenue teams to sell faster at every stage of the customer journey. The intuitive interface combined with no code automations and AI, allow revenue leaders to adapt the CRM to

Users
  • Project Manager
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 79% Small-Business
  • 19% Mid-Market
monday CRM 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
185
Features
88
Customizability
87
Automation
79
Integrations
78
Cons
Missing Features
71
Limited Features
49
Integration Issues
40
Limited Customization
37
Learning Curve
35
monday CRM features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.1
8.2
Integration
Average: 8.6
8.3
Employee Structure
Average: 8.4
8.9
Dashboards
Average: 8.7
Seller Details
Company Website
Year Founded
2012
HQ Location
Tel Aviv
Twitter
@mondaydotcom
41,191 Twitter followers
LinkedIn® Page
www.linkedin.com
2,916 employees on LinkedIn®
(4,115)4.5 out of 5
Optimized for quick response
12th Easiest To Use in Sales Performance Management software
View top Consulting Services for Salesloft
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Salesloft powers durable revenue growth for the world’s most demanding companies. The industry-leading Revenue Orchestration Platform uses purpose-built AI to help market-facing teams prioritize and t

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 57% Mid-Market
    • 23% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Salesloft 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
    271
    Features
    159
    Helpful
    159
    Automation
    138
    Time-saving
    118
    Cons
    Missing Features
    100
    Call Issues
    68
    Integration Issues
    60
    Limitations
    60
    Email Issues
    57
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Salesloft features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Integration
    Average: 8.6
    8.5
    Employee Structure
    Average: 8.4
    8.8
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Salesloft
    Company Website
    Year Founded
    2011
    HQ Location
    Atlanta, GA
    Twitter
    @Salesloft
    18,796 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,253 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Salesloft powers durable revenue growth for the world’s most demanding companies. The industry-leading Revenue Orchestration Platform uses purpose-built AI to help market-facing teams prioritize and t

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 57% Mid-Market
  • 23% Small-Business
Salesloft 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
271
Features
159
Helpful
159
Automation
138
Time-saving
118
Cons
Missing Features
100
Call Issues
68
Integration Issues
60
Limitations
60
Email Issues
57
Salesloft features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.1
8.8
Integration
Average: 8.6
8.5
Employee Structure
Average: 8.4
8.8
Dashboards
Average: 8.7
Seller Details
Seller
Salesloft
Company Website
Year Founded
2011
HQ Location
Atlanta, GA
Twitter
@Salesloft
18,796 Twitter followers
LinkedIn® Page
www.linkedin.com
1,253 employees on LinkedIn®
(8,205)4.7 out of 5
Optimized for quick response
13th Easiest To Use in Sales Performance Management software
View top Consulting Services for Apollo.io
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Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customers in market, connect with

    Users
    • Account Executive
    • Business Development Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 68% Small-Business
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Apollo.io is a comprehensive software tool used for lead generation, email marketing, and data collection, with features such as AI-assisted email drafting, data filtering, and integration with platforms like LinkedIn and Google Workspace.
    • Reviewers appreciate Apollo.io's user-friendly interface, its ability to provide accurate and up-to-date contact information, the quality of its data, and its integration capabilities with other platforms, which streamline and enhance their marketing and sales processes.
    • Reviewers experienced issues with outdated or incorrect contact information, a complex initial setup, limitations on profile visits on LinkedIn, and a desire for more affordable plans and additional features for monthly subscribers.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Apollo.io 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
    2,277
    Helpful
    1,723
    Lead Generation
    1,652
    Features
    1,553
    Contact Information
    1,481
    Cons
    Missing Features
    745
    Inaccurate Data
    542
    Contact Management
    523
    Outdated Contacts
    474
    Inaccuracy
    463
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Apollo.io features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.1
    8.5
    Integration
    Average: 8.6
    8.4
    Employee Structure
    Average: 8.4
    8.5
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Apollo.io
    Company Website
    Year Founded
    2015
    HQ Location
    San Francisco, CA
    Twitter
    @MeetApollo
    4,509 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,574 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customers in market, connect with

Users
  • Account Executive
  • Business Development Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 68% Small-Business
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Apollo.io is a comprehensive software tool used for lead generation, email marketing, and data collection, with features such as AI-assisted email drafting, data filtering, and integration with platforms like LinkedIn and Google Workspace.
  • Reviewers appreciate Apollo.io's user-friendly interface, its ability to provide accurate and up-to-date contact information, the quality of its data, and its integration capabilities with other platforms, which streamline and enhance their marketing and sales processes.
  • Reviewers experienced issues with outdated or incorrect contact information, a complex initial setup, limitations on profile visits on LinkedIn, and a desire for more affordable plans and additional features for monthly subscribers.
Apollo.io 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
2,277
Helpful
1,723
Lead Generation
1,652
Features
1,553
Contact Information
1,481
Cons
Missing Features
745
Inaccurate Data
542
Contact Management
523
Outdated Contacts
474
Inaccuracy
463
Apollo.io features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.1
8.5
Integration
Average: 8.6
8.4
Employee Structure
Average: 8.4
8.5
Dashboards
Average: 8.7
Seller Details
Seller
Apollo.io
Company Website
Year Founded
2015
HQ Location
San Francisco, CA
Twitter
@MeetApollo
4,509 Twitter followers
LinkedIn® Page
www.linkedin.com
1,574 employees on LinkedIn®
(798)4.4 out of 5
Optimized for quick response
7th Easiest To Use in Sales Performance Management software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Performio is the last ICM software you’ll ever need. It helps mid-market and enterprise businesses manage incentive compensation complexity with a structured plan builder, flexible data management, an

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Mid-Market
    • 32% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Performio 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
    310
    Simple
    126
    Tracking Ease
    121
    Commission Tracking
    112
    Navigation Ease
    79
    Cons
    Missing Features
    50
    Slow Updates
    50
    Layout Issues
    31
    Learning Curve
    30
    Not Intuitive
    30
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Performio features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    8.5
    Integration
    Average: 8.6
    8.5
    Employee Structure
    Average: 8.4
    8.8
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Performio
    Company Website
    Year Founded
    2006
    HQ Location
    Santa Monica, CA
    Twitter
    @PerformioICM
    386 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    114 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Performio is the last ICM software you’ll ever need. It helps mid-market and enterprise businesses manage incentive compensation complexity with a structured plan builder, flexible data management, an

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Mid-Market
  • 32% Enterprise
Performio 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
310
Simple
126
Tracking Ease
121
Commission Tracking
112
Navigation Ease
79
Cons
Missing Features
50
Slow Updates
50
Layout Issues
31
Learning Curve
30
Not Intuitive
30
Performio features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
8.5
Integration
Average: 8.6
8.5
Employee Structure
Average: 8.4
8.8
Dashboards
Average: 8.7
Seller Details
Seller
Performio
Company Website
Year Founded
2006
HQ Location
Santa Monica, CA
Twitter
@PerformioICM
386 Twitter followers
LinkedIn® Page
www.linkedin.com
114 employees on LinkedIn®
(2,892)4.7 out of 5
Optimized for quick response
View top Consulting Services for Salesforce Spiff
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Entry Level Price:$75.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Salesforce Spiff is a new class of commission software that combines the familiarity and ease-of-use of a spreadsheet with the power of automation at scale- enabling finance and sales operations teams

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 74% Mid-Market
    • 19% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Salesforce Spiff 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
    168
    Commission Tracking
    75
    Simple
    71
    Transparency
    71
    Tracking Ease
    62
    Cons
    Missing Features
    30
    Slow Updates
    26
    Update Frequency
    17
    Learning Curve
    14
    Technical Issues
    14
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Salesforce Spiff features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Integration
    Average: 8.6
    8.9
    Employee Structure
    Average: 8.4
    9.1
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    584,242 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    78,543 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Salesforce Spiff is a new class of commission software that combines the familiarity and ease-of-use of a spreadsheet with the power of automation at scale- enabling finance and sales operations teams

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 74% Mid-Market
  • 19% Enterprise
Salesforce Spiff 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
168
Commission Tracking
75
Simple
71
Transparency
71
Tracking Ease
62
Cons
Missing Features
30
Slow Updates
26
Update Frequency
17
Learning Curve
14
Technical Issues
14
Salesforce Spiff features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.1
9.0
Integration
Average: 8.6
8.9
Employee Structure
Average: 8.4
9.1
Dashboards
Average: 8.7
Seller Details
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
584,242 Twitter followers
LinkedIn® Page
www.linkedin.com
78,543 employees on LinkedIn®
(2,206)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in Sales Performance Management software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mindtickle is the market-leading revenue enablement platform that combines on-the-job learning and deal execution to drive behavior change and get more revenue per rep. Mindtickle is recognized as a

    Users
    • Account Executive
    • Therapy Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 63% Enterprise
    • 27% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Mindtickle is a platform that provides a centralized location for accessing training materials and enhancing job performance, with features such as role-based home pages, progress tracking, and the ability to score calls using CHAMP and MEDDPICC frameworks.
    • Reviewers frequently mention the ease of use, the comprehensive set of features including document upload, video recording, and the well-organized home page and menus, as well as the platform's flexibility to be expanded for other business purposes.
    • Users experienced issues such as slow loading times in Asset Hub and Digital Sales Rooms, minor bugs that can slow down the experience, and difficulties with the mobile application, including features not being fully accessible and downloads not working well for offline viewing.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Mindtickle 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
    248
    Helpful
    112
    Intuitive
    92
    Simple
    89
    Knowledge Improvement
    88
    Cons
    Missing Features
    71
    Learning Curve
    47
    Slow Loading
    42
    Difficult Navigation
    37
    Layout Issues
    35
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Mindtickle features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    9.3
    Integration
    Average: 8.6
    9.4
    Employee Structure
    Average: 8.4
    9.4
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2012
    HQ Location
    San Francisco, California
    Twitter
    @mindtickle
    5,886 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    748 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mindtickle is the market-leading revenue enablement platform that combines on-the-job learning and deal execution to drive behavior change and get more revenue per rep. Mindtickle is recognized as a

Users
  • Account Executive
  • Therapy Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 63% Enterprise
  • 27% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Mindtickle is a platform that provides a centralized location for accessing training materials and enhancing job performance, with features such as role-based home pages, progress tracking, and the ability to score calls using CHAMP and MEDDPICC frameworks.
  • Reviewers frequently mention the ease of use, the comprehensive set of features including document upload, video recording, and the well-organized home page and menus, as well as the platform's flexibility to be expanded for other business purposes.
  • Users experienced issues such as slow loading times in Asset Hub and Digital Sales Rooms, minor bugs that can slow down the experience, and difficulties with the mobile application, including features not being fully accessible and downloads not working well for offline viewing.
Mindtickle 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
248
Helpful
112
Intuitive
92
Simple
89
Knowledge Improvement
88
Cons
Missing Features
71
Learning Curve
47
Slow Loading
42
Difficult Navigation
37
Layout Issues
35
Mindtickle features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.1
9.3
Integration
Average: 8.6
9.4
Employee Structure
Average: 8.4
9.4
Dashboards
Average: 8.7
Seller Details
Company Website
Year Founded
2012
HQ Location
San Francisco, California
Twitter
@mindtickle
5,886 Twitter followers
LinkedIn® Page
www.linkedin.com
748 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small busin

    Users
    • CEO
    • Founder
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 89% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Bigin by Zoho CRM 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
    200
    Simple
    94
    Features
    83
    User Interface
    76
    Intuitive
    75
    Cons
    Missing Features
    86
    Integration Issues
    52
    Limited Features
    47
    Limited Integrations
    44
    Limited Functionality
    36
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Bigin by Zoho CRM features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.1
    8.3
    Integration
    Average: 8.6
    8.0
    Employee Structure
    Average: 8.4
    8.3
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Zoho
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    102,964 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    24,715 employees on LinkedIn®
    Phone
    +1 (888) 900-9646
Product Description
How are these determined?Information
This description is provided by the seller.

Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small busin

Users
  • CEO
  • Founder
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 89% Small-Business
  • 9% Mid-Market
Bigin by Zoho CRM 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
200
Simple
94
Features
83
User Interface
76
Intuitive
75
Cons
Missing Features
86
Integration Issues
52
Limited Features
47
Limited Integrations
44
Limited Functionality
36
Bigin by Zoho CRM features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.1
8.3
Integration
Average: 8.6
8.0
Employee Structure
Average: 8.4
8.3
Dashboards
Average: 8.7
Seller Details
Seller
Zoho
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
102,964 Twitter followers
LinkedIn® Page
www.linkedin.com
24,715 employees on LinkedIn®
Phone
+1 (888) 900-9646
(1,489)4.8 out of 5
1st Easiest To Use in Sales Performance Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AI-driven CRM Hygiene Scratchpad simplifies Salesforce, monitors CRM hygiene, and automates data entry and coaching. Loved by RevOps, Sales Leaders, and Reps, even process haters and will improv

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 21% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Scratchpad is a tool that helps users manage tasks, update their pipeline, and create new records quickly.
    • Reviewers frequently mention the ease of use, time-saving capabilities, and seamless integration with Salesforce as key benefits of Scratchpad.
    • Users mentioned some limitations such as the lack of auto-assignment of new records to the creator, limited mobile experience, and challenges with integration with other platforms like SalesLoft.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Scratchpad 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
    164
    Salesforce Integration
    113
    Time-saving
    94
    Time-Saving
    92
    Helpful
    73
    Cons
    Missing Features
    46
    Limited Customization
    21
    Limited Features
    21
    Integration Issues
    15
    Expensive
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Scratchpad features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    9.4
    Integration
    Average: 8.6
    8.2
    Employee Structure
    Average: 8.4
    9.1
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2020
    HQ Location
    Covina, US
    Twitter
    @Scratchpad
    458 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    63 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AI-driven CRM Hygiene Scratchpad simplifies Salesforce, monitors CRM hygiene, and automates data entry and coaching. Loved by RevOps, Sales Leaders, and Reps, even process haters and will improv

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 21% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Scratchpad is a tool that helps users manage tasks, update their pipeline, and create new records quickly.
  • Reviewers frequently mention the ease of use, time-saving capabilities, and seamless integration with Salesforce as key benefits of Scratchpad.
  • Users mentioned some limitations such as the lack of auto-assignment of new records to the creator, limited mobile experience, and challenges with integration with other platforms like SalesLoft.
Scratchpad 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
164
Salesforce Integration
113
Time-saving
94
Time-Saving
92
Helpful
73
Cons
Missing Features
46
Limited Customization
21
Limited Features
21
Integration Issues
15
Expensive
12
Scratchpad features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.1
9.4
Integration
Average: 8.6
8.2
Employee Structure
Average: 8.4
9.1
Dashboards
Average: 8.7
Seller Details
Company Website
Year Founded
2020
HQ Location
Covina, US
Twitter
@Scratchpad
458 Twitter followers
LinkedIn® Page
www.linkedin.com
63 employees on LinkedIn®
(3,054)4.7 out of 5
Optimized for quick response
8th Easiest To Use in Sales Performance Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CaptivateIQ is the modern solution for end-to-end sales performance management. Designed to empower enterprises with seamless sales operations, CaptivateIQ integrates sales planning, incentive compens

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 71% Mid-Market
    • 23% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • CaptivateIQ is a platform that automates commission tracking and provides transparent performance tracking for sales teams.
    • Reviewers like the platform's ability to simplify commission management, automate calculations, and provide a comprehensive view of team results, which improves efficiency and accuracy.
    • Users experienced a steep learning curve with the platform, finding the initial setup complex and time-consuming, especially for custom commission structures.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • CaptivateIQ 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
    423
    Simple
    163
    Commission Tracking
    147
    Transparency
    129
    Detailed Breakdown
    117
    Cons
    Missing Features
    54
    Learning Curve
    45
    Reporting Issues
    31
    Slow Loading
    26
    Difficult Navigation
    22
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CaptivateIQ features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.1
    9.1
    Integration
    Average: 8.6
    9.1
    Employee Structure
    Average: 8.4
    9.2
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2017
    HQ Location
    San Francisco, California
    Twitter
    @CaptivateIq
    609 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    265 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CaptivateIQ is the modern solution for end-to-end sales performance management. Designed to empower enterprises with seamless sales operations, CaptivateIQ integrates sales planning, incentive compens

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 71% Mid-Market
  • 23% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • CaptivateIQ is a platform that automates commission tracking and provides transparent performance tracking for sales teams.
  • Reviewers like the platform's ability to simplify commission management, automate calculations, and provide a comprehensive view of team results, which improves efficiency and accuracy.
  • Users experienced a steep learning curve with the platform, finding the initial setup complex and time-consuming, especially for custom commission structures.
CaptivateIQ 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
423
Simple
163
Commission Tracking
147
Transparency
129
Detailed Breakdown
117
Cons
Missing Features
54
Learning Curve
45
Reporting Issues
31
Slow Loading
26
Difficult Navigation
22
CaptivateIQ features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.1
9.1
Integration
Average: 8.6
9.1
Employee Structure
Average: 8.4
9.2
Dashboards
Average: 8.7
Seller Details
Company Website
Year Founded
2017
HQ Location
San Francisco, California
Twitter
@CaptivateIq
609 Twitter followers
LinkedIn® Page
www.linkedin.com
265 employees on LinkedIn®
(2,968)4.5 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Chorus by ZoomInfo is an AI-powered Conversation Intelligence platform that captures & analyzes all your customer engagements across phone calls, video meetings, and email so your team hits their

    Users
    • Account Executive
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 64% Mid-Market
    • 25% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Chorus by ZoomInfo 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
    40
    Helpful
    40
    AI Summary
    36
    Call Recording
    32
    Transcripts
    25
    Cons
    Call Issues
    17
    Recording Issues
    13
    Summary Quality
    13
    Missing Features
    11
    Accuracy Issues
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Chorus by ZoomInfo features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.1
    8.7
    Integration
    Average: 8.6
    8.3
    Employee Structure
    Average: 8.4
    8.2
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    ZoomInfo
    Company Website
    Year Founded
    2000
    HQ Location
    Vancouver, WA
    Twitter
    @ZoomInfo
    23,726 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,268 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Chorus by ZoomInfo is an AI-powered Conversation Intelligence platform that captures & analyzes all your customer engagements across phone calls, video meetings, and email so your team hits their

Users
  • Account Executive
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 64% Mid-Market
  • 25% Enterprise
Chorus by ZoomInfo 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
40
Helpful
40
AI Summary
36
Call Recording
32
Transcripts
25
Cons
Call Issues
17
Recording Issues
13
Summary Quality
13
Missing Features
11
Accuracy Issues
10
Chorus by ZoomInfo features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.1
8.7
Integration
Average: 8.6
8.3
Employee Structure
Average: 8.4
8.2
Dashboards
Average: 8.7
Seller Details
Seller
ZoomInfo
Company Website
Year Founded
2000
HQ Location
Vancouver, WA
Twitter
@ZoomInfo
23,726 Twitter followers
LinkedIn® Page
www.linkedin.com
4,268 employees on LinkedIn®
(511)4.5 out of 5
Optimized for quick response
10th Easiest To Use in Sales Performance Management software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Revenue Grid offers AI-driven revenue intelligence through its world-leading data capturing technology. With seamless Salesforce integration, we offer a holistic view for revenue success, backed by fe

    Users
    • Customer Success Manager
    • Account Executive
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 49% Mid-Market
    • 40% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Revenue Grid is a tool that integrates with Salesforce and Outlook, allowing users to record information, capture emails, and track leads.
    • Reviewers like the seamless integration with Salesforce and Outlook, the ability to save time by automating tasks, and the consistent updates provided by Revenue Grid.
    • Users reported occasional sync errors, difficulties in setting up with different accounts, and issues with the accuracy of information pulled over.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Revenue Grid 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
    61
    Salesforce Integration
    46
    Integrations
    37
    Easy Integrations
    28
    Helpful
    27
    Cons
    Learning Curve
    12
    Difficult Setup
    10
    Slow Loading
    10
    Slow Performance
    10
    Salesforce Integration
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Revenue Grid features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    9.4
    Integration
    Average: 8.6
    8.8
    Employee Structure
    Average: 8.4
    9.1
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2006
    HQ Location
    Atlanta, Georgia
    Twitter
    @Revenue_Grid_
    1,083 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    147 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Revenue Grid offers AI-driven revenue intelligence through its world-leading data capturing technology. With seamless Salesforce integration, we offer a holistic view for revenue success, backed by fe

Users
  • Customer Success Manager
  • Account Executive
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 49% Mid-Market
  • 40% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Revenue Grid is a tool that integrates with Salesforce and Outlook, allowing users to record information, capture emails, and track leads.
  • Reviewers like the seamless integration with Salesforce and Outlook, the ability to save time by automating tasks, and the consistent updates provided by Revenue Grid.
  • Users reported occasional sync errors, difficulties in setting up with different accounts, and issues with the accuracy of information pulled over.
Revenue Grid 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
61
Salesforce Integration
46
Integrations
37
Easy Integrations
28
Helpful
27
Cons
Learning Curve
12
Difficult Setup
10
Slow Loading
10
Slow Performance
10
Salesforce Integration
9
Revenue Grid features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
9.4
Integration
Average: 8.6
8.8
Employee Structure
Average: 8.4
9.1
Dashboards
Average: 8.7
Seller Details
Company Website
Year Founded
2006
HQ Location
Atlanta, Georgia
Twitter
@Revenue_Grid_
1,083 Twitter followers
LinkedIn® Page
www.linkedin.com
147 employees on LinkedIn®
(5,417)4.6 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 47% Mid-Market
    • 41% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Clari is a tool designed to streamline sales forecasting and pipeline management, integrating with platforms like Salesforce for seamless data synchronization.
    • Reviewers frequently mention Clari's user-friendly interface, robust analytics, and seamless integration with Salesforce, which enhances efficiency and data accuracy.
    • Users mentioned occasional issues with slow loading times, complex initial setup, and limitations in customization and dashboard development.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Clari 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
    600
    Features
    321
    Helpful
    273
    Salesforce Integration
    216
    Forecasting
    213
    Cons
    Missing Features
    146
    Limitations
    124
    Learning Curve
    107
    Limited Customization
    96
    Salesforce Integration
    88
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Clari features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.1
    9.1
    Integration
    Average: 8.6
    8.7
    Employee Structure
    Average: 8.4
    8.9
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Clari
    Company Website
    Year Founded
    2012
    HQ Location
    Sunnyvale, CA
    Twitter
    @clarihq
    2,161 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    851 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 47% Mid-Market
  • 41% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Clari is a tool designed to streamline sales forecasting and pipeline management, integrating with platforms like Salesforce for seamless data synchronization.
  • Reviewers frequently mention Clari's user-friendly interface, robust analytics, and seamless integration with Salesforce, which enhances efficiency and data accuracy.
  • Users mentioned occasional issues with slow loading times, complex initial setup, and limitations in customization and dashboard development.
Clari 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
600
Features
321
Helpful
273
Salesforce Integration
216
Forecasting
213
Cons
Missing Features
146
Limitations
124
Learning Curve
107
Limited Customization
96
Salesforce Integration
88
Clari features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.1
9.1
Integration
Average: 8.6
8.7
Employee Structure
Average: 8.4
8.9
Dashboards
Average: 8.7
Seller Details
Seller
Clari
Company Website
Year Founded
2012
HQ Location
Sunnyvale, CA
Twitter
@clarihq
2,161 Twitter followers
LinkedIn® Page
www.linkedin.com
851 employees on LinkedIn®

Learn More About Sales Performance Management Software

What is Sales Performance Management Software?

Sales performance management, or SPM software helps sales managers track sales operations against goals and quotas. Monitoring sales effectiveness is a critical task for businesses with a dedicated sales force. Many companies rely on sales representatives to hit quotas and drive revenue—especially in competitive industries and markets—or the business could go under. A winning sales team is what separates many industry leaders from their competitors. These performance metrics help identify sales leaders in the organization, as well as any team or employee falling short on goals. Managers can provide sales incentives to high-performing representatives based on these observations and determine the right course of action for low-performing sales representatives via coaching or reassignment.

While sales intelligence software utilizes data to target potential customers, SPM solutions target sales representatives. These tools help managers visualize data and offer insight into the strengths and weaknesses of sales teams and individuals. This helps shape incentive compensation plans on dimensions such as quotas reached, contract renewals, and deal sizes. 

The goal of this software is to track sales behavior. Depending on the size and structure of a business, sales cycles can be based on individual sales representatives or specialized teams. These platforms can track specific performance data based on user input; additionally, managers can determine which analytics matter most for their team’s success. This way, sales representatives always know how their performance stacks up to the rest of the team. This software helps foster sales accountability with predictive analytics that can project future revenue to ensure company goals are being met. 

What Types of Sales Performance Management Software Exist?

There are two main types of sales performance management software, and it is important to decide which one best serves business needs and objectives.

On-premises sales performance management software

On-premise sales performance management software is installed directly onto computer hard drives and uses the computer to run the application. This offers total control and independence from relying on third-party providers.

Cloud-based sales performance management software

Software using a cloud to optimize sales performance management relies on a third-party server. The main benefits of this software include scalability, lower maintenance costs, and more features and functionality. Cloud access allows anyone with an internet connection to access the system, which makes it easier for team members to collaborate from remote locations.

What are Common Features of Sales Performance Management Software?

The following are some common features of the diverse solutions in this space.

Scorecards: Sales performance can be a complex topic depending on the scope of a business and the strategies involved. A number of products help summarize these insights with grades or scorecards, similar to a report card that helps teachers summarize the performance of students. Scorecards can be programmed to track team quotas, workloads, and expectations. Once configured, scores can be automated and updated regularly by team administrators (e.g., daily, weekly, quarterly). 

In addition to basic success with selling, scorecards can measure other aspects of sales performance, such as outreach efficiency and customer retention. Scorecards help simplify data and give quick snapshots of high and low performers. These insights from sales productivity tools expedite incentive programs and help managers determine appropriate sales commissions for succeeding employees and encourage optimization of sales performance. 

Dashboards: In addition to grading and scorecards, a number of sales performance management solutions generate detailed performance data that can be accessed and shared through intuitive dashboards. These data capabilities vary from product to product, but can often be viewed in customizable dashboards. 

Metrics not only help managers track employee performance, but help sales representatives know where they stand with regard to ongoing expectations. Sales performance dashboards sometimes integrate with other company dashboards such as corporate performance management software, so executive teams can track up to date sales numbers in relation to company KPIs and adjust strategies when necessary.

Goal management: There are multiple ways that sales teams structure their goals and quotas to generate necessary revenues for the company. Sales performance management tools software allow goal customization that can be tied to tracking team performance for optimal business outcomes. This might involve the creation of one-off and ongoing sales team goals along with other significant details related to each goal. 

Goal management features allow administrators to establish important goals and manage deadlines alongside team assignments. In some cases, users can program deadline warnings, along with other useful notifications or content related to certain goals. These platforms may also allow users to create team challenges related to specific goals. This is another way that sales performance management solutions are related to sales gamification software.

Employee feedback: Performance management does not end with observing performance data. These observations should be followed with feedback and coaching for representatives who are having issues reaching their quotas and providing positive feedback and incentives to those who perform well. Sales performance management software includes features for engaging with sales team members—this might entail direct messaging and suggestions in the event of poor performance, along with other feedback tools unique to a given platform. 

These tools may share features of sales coaching software. This software allows senior members to observe or collaborate on a representative’s sales calls while offering timely feedback on their performance in different scenarios. Certain platforms may also integrate with sales training and onboarding software, so managers can link employees to specific courses or training sessions based on their skill gaps. 

Territory management: Sales performance management systems help managers assign sales territories by taking into account sales cycles and revenue yield. Delegation of staff across territories must be done with finesse to maximize net profits, and sales performance management tools provide the insights and measurements to do so.

Incentive compensation management (ICM): Insights from this software help adjust rewards for strong sales performance, as well as potential changes in remuneration should there be fluctuations in performance. ICM is, thus, crucial to the execution of standard employment procedures in this industry.

Quota management: All personnel in sales are assigned quotas they must reach to satisfy company goals. Aspects of this process include sales planning, assigning, and managing quotas across employees. Sales performance management systems assist in this process with rule-based quotas, top-down cascading quotas, and machine learning to optimize sales representative placement across territories. In addition, sales productivity tools provide analytics capabilities to assess the attainment of quotas and the potential need to readjust goals.

Analytics and reporting: Analytics features help monitor sales KPIs to measure the correlation between revenue and sales behavior, incentives, and pipeline management. In addition, sales forecasting is a key feature of this software to predict deals and sales performance. Although internal departments may assist in this process, sales efficiency tools help eliminate human error with machine learning.

Other Features of Sales Performance Management Software: Badges, Behavior Monitoring, Custom Reports, Leaderboards, Profiles, Triggers

What are the Benefits of Sales Performance Management Software?

Identifies strengths and weaknesses: Even if a company has an outstanding product or service and hires the most qualified salespeople to sell it, actual sales success is not guaranteed. Poor sales can occur for a variety of reasons such as personal struggles, inefficient selling tactics, or low demand. Additionally, trusted sellers may not always perform at the necessary level for expected revenue. Sales performance management software helps team leaders to identify these gaps and work toward planning the appropriate fix. 

Assists with quota management: All sales teams benefit from tracking their successes and failures in relation to their specific goals. These metrics provided by sales performance management solutions are crucial as a company’s bottom line is closely related to sales performance metrics. Adjusting incentives, employee feedback, and employee positioning proves highly effective for increasing revenue and customer satisfaction, as well as the general health and trajectory of the entire business.

Helps determine proper sales compensation: It is hard to predict who will be the top performers. In some cases, newly hired sales representatives might land more customers than seasoned veterans, while their compensation does not accurately reflect this success. Managers should strive to update sales compensation (e.g., salary, commission, bonuses) regularly based on revenue and efficiency, with noteworthy incentives and promotion opportunities. The software offers sales analytics, which can help managers adjust sales compensation and training strategies based on high and low performers. Performance metrics can give management insight into the effectiveness of their sales playbooks, outreach strategies, and even their product; if performance is lacking across the board, it may be indicative of a larger issue.

Helps improve the planning processes: Sales performance tools assist with planning for sales cycles—it helps determine representatives’ quotas, distribution of personnel across projects, and appropriate sales training to ensure sales goals are met. Through properly allocating staff resources across the workload, employee performance is maximized.

Who Uses Sales Performance Management Software? 

Sales management: The managers and other leaders within a sales department hire and train the best salespeople, and then monitor their work, making adjustments where necessary. This software leverages user-friendly visuals to track achievements and efficiency throughout the sales department. With these tools, administrators can use their preferred method of tracking performance on a daily basis. These metrics, paired with personal interactions and performance reviews, helps managers make educated decisions about who to promote, how to distribute compensation, and which employees need coaching or other assistance.  

Smaller sales teams will often take a more hands-on approach to performance monitoring since each closed deal (or lack thereof) has greater visibility and a more direct impact on the company.

However, as a sales team grows, it can be difficult to know how each sales representative is performing. Sales performance management tools offer managers convenience and real-time insights and automation with summaries about individual performance, and visibility into the sales team’s performance as a group. With this knowledge, managers can get a sense of how employees and the entire team are driving sales, and how they need to adjust their strategy. This relates to employee recognition and compensation as well as the entire sales model. To keep up with the competition, modern sales teams may regularly adjust their approach based on the performance of sales representatives. These tools help track performance data with minimal effort, so managers can spend more time building out strategies and ramping up employees.

Sales representatives: The data and insights generated by these platforms are significantly valuable to employees, and not just the management team directing their operation. In many cases, these products put team success into perspective so employees can have an idea of their standing. With these timely insights, sales representatives know when they need to accelerate their efforts to keep up with the rest of their team. On the flip side, when high performers notice their colleagues falling behind in their sales numbers or work rate, they can offer personalized coaching or collaboration.

Sales performance management software often shares features with sales gamification software. While comparing an individual’s performance to the rest of a team can be a source of stress, it can also drive camaraderie and friendly competition while improving business outcomes. These tools can help put sales efforts and achievements in perspective alongside a salesperson’s teammates. This adds an engaging new dimension to the daily grind of selling a product or service, as representatives routinely take note of their performance metrics and work together to continuously improve.

Software Related to Sales Performance Management Software

Successful selling, especially in a modern organization, involves a wide variety of techniques and solutions that transform the sales department into an efficient machine. The following solutions relate to sales performance management software and ensure these teams have maximum impact on the organization.

Sales enablement software: This software gives sales representatives tools to succeed and play an invaluable role in their performance numbers, especially as a brand evolves along with its products and services. Sales enablement software offers sales team members an accessible repository of marketing collateral, product knowledge, and sales scripts to use in their daily activities. This content can be used for a variety of purposes, from personal studying to sharing during customer meetings. The correct content at the right time can make or break a sales deal, whether referencing a playbook for the optimal response or providing a one-sheet description of a product or feature. Managers and team leaders populate and organize this content so it’s searchable from employee computers and sometimes mobile devices. Customer engagement with different pieces of content can be tracked within certain platforms to help managers refine their content over time. Sales enablement platforms are a valuable supplement to employee training or coaching programs, for both teachers and trainees.

Sales engagement software: Sales engagement software helps modern sales teams perform their jobs at a higher level, from prospect to close, by integrating communication channels into a central platform for optimal customer interactions. Salespeople can leverage these tools to streamline their daily conversations and ensure the right message is delivered at the right time in a customer lifecycle. This could entail suggested workflows and communication sequences, along with intelligent email templates, call scripts, and other capabilities. These platforms often measure the effectiveness of different messaging and selling tactics and then make timely suggestions for what has the highest chance of success during a specific moment in the customer relationship. This technology helps salespeople continuously refine their approach, and as a result, they can drive better results with their customers.

Sales training providers: A sales team’s performance is tied to the quality of their training. It begins when they are hired, but might require continued effort throughout their tenure at the company. To supplement internal employee training processes, a company might consider enlisting the help of a third-party resource. Sales training providers offer a wide spectrum of learning services tailored to the needs of sales departments, from basic sales tactics to advanced training around complex customer scenarios. If certain employees are struggling when selling a product or service, hiring a sales training provider can help them reach the preferred level of mastery for a business. Working with a sales training team that provides continued education to an entire sales department is also a reasonable alternative. It is important for sales managers and business owners to recognize when outside help may be the correct move for improving sales performance or learning how to handle high-level sales situations.

Challenges with Sales Performance Management Software

Although sales performance management software is a game changer, it is not without issues:

Complexity: Learning how to use a new solution, especially ones as robust and comprehensive as sales performance systems, can be a daunting task to already busy managers. This software has tons of functionalities, and although they greatly optimize the sales process over time, integrating the tools into daily activities is not a task to be underestimated.

How to Buy Sales Performance Management Software

Requirements Gathering (RFI/RFP) for Sales Performance Management Software

In order to select the best sales performance management software, companies must begin with developing a long list based on features that are the most important for the business. The next step is filtering the options based on nice-to-haves and any requirements unique to one’s company, industry, or internal policies.

Compare Sales Performance Management Software Products

Create a long list

To create a list of the initial selection, buyers may consider the following:

  • Purchasing and licensing cost
  • Ease of the product’s integration with existing company technologies and operating procedures
  • Security and safety of data
  • Scalability, i.e., if the tool matches the size of the company, as well as the projected size of the company if it is growing

Create a short list

The purpose of the long list is to quickly identify a handful of optimal solutions for one’s software needs. However, the short list takes into account more advanced screening criteria to create a candidate pool for product demonstrations and, ultimately, a final decision. The following criteria are worth considering during this phase of the selection process:

  • Large sales cloud with a sales performance management module vs. a standalone software (if the business is in need of the features of a large sales cloud in addition to sales performance management, the former option may be ideal, however, a specific tool may be appropriate if the business takes care of those needs with other technologies)
  • Ease of use and special features accompanying the product
  • Availability of sales coaching as a feature of the product

Conduct demos

Once the short list has been created, the next step is to seek out product demonstrations from potential vendors. It is important to have thought leaders and IT personnel during these demonstrations to ask thoughtful and tech-specific questions to obtain a holistic view of how the sales performance management system works and would look integrated into the company’s day-to-day activities.

Selection of Sales Performance Management Software

Choose a selection team

A cross-functional team of C-suite executives, IT, accounting, and high-ranking sales managers should be part of the selection process. C-suite will act as key decision makers, but the other departments are equally as important. IT teams will be able to provide recommendations based on their technical skills and knowledge, accounting teams will be able to speak to internal finances and budget, and upper-level sales managers can provide insight into what features and products would work best on teams.

Negotiation

Negotiation is a crucial part of the decision-making process. Buyers must understand that vendors will be bringing their strongest team members to seal the deal. To combat the persuasiveness of this team, the buyers must cover the following points: cost, terms and conditions, implementation, legal and contracts, features, and hidden costs and fees.

Final decision

Once the pros and cons have been weighed, dimensions from the short and long list have been evaluated, product demonstrations have occurred, and in-depth conversations both internally and externally have finished, it’s time to make the decision. Ideally, an organization will purchase a product that maximizes the business’ needs with potential downsides of using that software.

What Does Sales Performance Management Software Cost?

Sales performance management software costs on average $4 to $12 per employee per month, based on the number of employees. If a company has a few hundred employees, it should anticipate that rate being on the higher end. Overall, businesses should expect an annual cost of at least $4,000 to $15,000.

Return on Investment (ROI)

ROI is the time it takes for the cost of a product to be covered through improved business performance and policies. Over time, ROI transforms from negating the cost to actually profiting off using the software. Below are certain determinants for ROI with sales performance systems:

  • Reduction in turnover
  • Decreased need for managers to engage in admin work
  • Workforce productivity

According to G2 data from October 26, 2022:

  • 42.08% of companies achieved ROI in less than 6 months
  • 30.07% achieved ROI in 7 to 12 months
  • 14.22% achieved ROI in 13 to 24 months
  • 4.64% achieved ROI in 24 to 36 months
  • 1.25% of buyers see an ROI in 36-48 months 
  • 7.74% of buyers haven’t realized a full payback yet or seen an ROI after 49 months