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Best Sales Performance Management Software with Custom Reports Capabilities

Benefits of Sales Performance Management Software with Custom Reports capabilities include: Generates reports with customizable fields to further understand employee performance.
Below are the top-rated Sales Performance Management Software with Custom Reports capabilities, as verified by G2’s Research team. Real users have identified Custom Reports as an important function of Sales Performance Management Software. Compare different products that offer this feature so you can decide which is best for your business needs.

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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44 Listings in Sales Performance Management Available
(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®
(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
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Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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®

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(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®
(3,054)4.7 out of 5
Optimized for quick response
8th Easiest To Use in Sales Performance Management software
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  • 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®
(391)4.6 out of 5
View top Consulting Services for Anaplan
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Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the marke

    Users
    • Manager
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Management Consulting
    Market Segment
    • 52% Enterprise
    • 35% 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.
    • Anaplan is a cloud-based application lifecycle management platform with UX dashboards, designed to evolve and adapt to various use cases across different industries.
    • Reviewers frequently mention Anaplan's flexibility, scalability, and reliable customer support, along with its ability to deliver new features and functionalities, ensuring the product remains relevant and effective.
    • Reviewers mentioned issues with Anaplan's pricing structure, limited offline flexibility, complex integration, unplanned system downtime, and limitations in reporting capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Anaplan 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
    Flexibility
    91
    Ease of Use
    81
    Features
    72
    Planning
    56
    Planning Efficiency
    49
    Cons
    Missing Features
    48
    Limitations
    38
    Lack of Features
    32
    Performance Issues
    29
    Limited Functionality
    28
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Anaplan features and usability ratings that predict user satisfaction
    8.6
    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
    8.4
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Anaplan
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    22,465 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,377 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the marke

Users
  • Manager
  • Senior Consultant
Industries
  • Information Technology and Services
  • Management Consulting
Market Segment
  • 52% Enterprise
  • 35% 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.
  • Anaplan is a cloud-based application lifecycle management platform with UX dashboards, designed to evolve and adapt to various use cases across different industries.
  • Reviewers frequently mention Anaplan's flexibility, scalability, and reliable customer support, along with its ability to deliver new features and functionalities, ensuring the product remains relevant and effective.
  • Reviewers mentioned issues with Anaplan's pricing structure, limited offline flexibility, complex integration, unplanned system downtime, and limitations in reporting capabilities.
Anaplan 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
Flexibility
91
Ease of Use
81
Features
72
Planning
56
Planning Efficiency
49
Cons
Missing Features
48
Limitations
38
Lack of Features
32
Performance Issues
29
Limited Functionality
28
Anaplan features and usability ratings that predict user satisfaction
8.6
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
8.4
Dashboards
Average: 8.7
Seller Details
Seller
Anaplan
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
22,465 Twitter followers
LinkedIn® Page
www.linkedin.com
2,377 employees on LinkedIn®
(820)4.3 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.

    Xactly Incent is a software solution that allows companies to automate and administer incentive compensation programs—from the simple to the complex—and align seller behavior with revenue goals. W

    Users
    • Account Executive
    • Commissions Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 63% Enterprise
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Xactly Incent 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
    237
    Compensation Management
    85
    Simple
    74
    Real-time Data
    73
    Calculations
    66
    Cons
    Slow Loading
    57
    Insufficient Detail
    44
    Learning Curve
    44
    Data Issues
    43
    Not Intuitive
    43
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Xactly Incent features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.1
    7.7
    Integration
    Average: 8.6
    8.0
    Employee Structure
    Average: 8.4
    7.9
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Xactly
    Company Website
    Year Founded
    2005
    HQ Location
    San Jose, CA
    Twitter
    @Xactly
    21,611 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    824 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Xactly Incent is a software solution that allows companies to automate and administer incentive compensation programs—from the simple to the complex—and align seller behavior with revenue goals. W

Users
  • Account Executive
  • Commissions Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 63% Enterprise
  • 31% Mid-Market
Xactly Incent 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
237
Compensation Management
85
Simple
74
Real-time Data
73
Calculations
66
Cons
Slow Loading
57
Insufficient Detail
44
Learning Curve
44
Data Issues
43
Not Intuitive
43
Xactly Incent features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.1
7.7
Integration
Average: 8.6
8.0
Employee Structure
Average: 8.4
7.9
Dashboards
Average: 8.7
Seller Details
Seller
Xactly
Company Website
Year Founded
2005
HQ Location
San Jose, CA
Twitter
@Xactly
21,611 Twitter followers
LinkedIn® Page
www.linkedin.com
824 employees on LinkedIn®
(312)4.8 out of 5
Optimized for quick response
5th Easiest To Use in Sales Performance Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SalesScreen is the leading sales gamification solution designed to help managers engage and motivate their sales teams with real-time performance data, fun competitions, personal milestone celebration

    Users
    • Sales Manager
    • Account Executive
    Industries
    • Insurance
    • Computer Software
    Market Segment
    • 47% Mid-Market
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SalesScreen 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
    52
    Motivation
    50
    Sales Management
    49
    Helpful
    46
    Engagement
    40
    Cons
    Missing Features
    12
    Data Management Issues
    9
    Integration Issues
    9
    Learning Curve
    7
    Access Issues
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SalesScreen features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Integration
    Average: 8.6
    8.9
    Employee Structure
    Average: 8.4
    9.5
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    Oslo, Norway
    Twitter
    @salesscreen
    5,703 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SalesScreen is the leading sales gamification solution designed to help managers engage and motivate their sales teams with real-time performance data, fun competitions, personal milestone celebration

Users
  • Sales Manager
  • Account Executive
Industries
  • Insurance
  • Computer Software
Market Segment
  • 47% Mid-Market
  • 32% Small-Business
SalesScreen 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
52
Motivation
50
Sales Management
49
Helpful
46
Engagement
40
Cons
Missing Features
12
Data Management Issues
9
Integration Issues
9
Learning Curve
7
Access Issues
6
SalesScreen features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.1
8.8
Integration
Average: 8.6
8.9
Employee Structure
Average: 8.4
9.5
Dashboards
Average: 8.7
Seller Details
Company Website
HQ Location
Oslo, Norway
Twitter
@salesscreen
5,703 Twitter followers
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sales performance is more than a number. Pipeline generated, quota attained, leads converted, and total bookings give a snapshot of how your sellers performed in the past—but these metrics don’t indic

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 57% Mid-Market
    • 27% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ambition 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
    14
    Motivation
    12
    Helpful
    11
    Tracking Ease
    10
    Visibility
    6
    Cons
    Missing Features
    4
    Connectivity Issues
    3
    Tool Limitations
    3
    Update Issues
    3
    Data Management Issues
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ambition features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.1
    9.3
    Integration
    Average: 8.6
    9.3
    Employee Structure
    Average: 8.4
    9.4
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ambition
    Year Founded
    2013
    HQ Location
    Chattanooga, Tennesse
    Twitter
    @AmbitionSales
    2,652 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    70 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sales performance is more than a number. Pipeline generated, quota attained, leads converted, and total bookings give a snapshot of how your sellers performed in the past—but these metrics don’t indic

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 57% Mid-Market
  • 27% Enterprise
Ambition 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
14
Motivation
12
Helpful
11
Tracking Ease
10
Visibility
6
Cons
Missing Features
4
Connectivity Issues
3
Tool Limitations
3
Update Issues
3
Data Management Issues
2
Ambition features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.1
9.3
Integration
Average: 8.6
9.3
Employee Structure
Average: 8.4
9.4
Dashboards
Average: 8.7
Seller Details
Seller
Ambition
Year Founded
2013
HQ Location
Chattanooga, Tennesse
Twitter
@AmbitionSales
2,652 Twitter followers
LinkedIn® Page
www.linkedin.com
70 employees on LinkedIn®
(729)4.6 out of 5
Optimized for quick response
15th Easiest To Use in Sales Performance Management software
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20% off: Starting at $20/user/month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Spinify: Smart Gamification That Drives Visibility, Engagement & Results Sales teams thrive when they have clear goals, real-time feedback, and motivation to perform at their best. But keeping

    Users
    • Account Executive
    • Education Advisor
    Industries
    • Real Estate
    • Financial Services
    Market Segment
    • 53% Mid-Market
    • 41% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Spinify 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
    86
    Helpful
    84
    Customer Support
    76
    Motivation
    67
    Gamification
    52
    Cons
    Missing Features
    24
    Learning Curve
    22
    Integration Issues
    18
    Data Management Issues
    16
    Limited Customization
    14
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Spinify features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.1
    8.9
    Integration
    Average: 8.6
    9.0
    Employee Structure
    Average: 8.4
    9.0
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Spinify
    Company Website
    Year Founded
    2016
    HQ Location
    Toronto, Ontario
    Twitter
    @SpinifyApp
    866 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    22 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Spinify: Smart Gamification That Drives Visibility, Engagement & Results Sales teams thrive when they have clear goals, real-time feedback, and motivation to perform at their best. But keeping

Users
  • Account Executive
  • Education Advisor
Industries
  • Real Estate
  • Financial Services
Market Segment
  • 53% Mid-Market
  • 41% Small-Business
Spinify 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
86
Helpful
84
Customer Support
76
Motivation
67
Gamification
52
Cons
Missing Features
24
Learning Curve
22
Integration Issues
18
Data Management Issues
16
Limited Customization
14
Spinify features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.1
8.9
Integration
Average: 8.6
9.0
Employee Structure
Average: 8.4
9.0
Dashboards
Average: 8.7
Seller Details
Seller
Spinify
Company Website
Year Founded
2016
HQ Location
Toronto, Ontario
Twitter
@SpinifyApp
866 Twitter followers
LinkedIn® Page
www.linkedin.com
22 employees on LinkedIn®
(379)4.5 out of 5
Optimized for quick response
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.

    SPOTIO is an outside (field) sales engagement tool that improves efficiency while accelerating every aspect of the field sales process. SPOTIO automates manual tasks, fostering accountability, and pro

    Users
    • Sales Manager
    • Sales rep
    Industries
    • Construction
    • Renewables & Environment
    Market Segment
    • 57% Small-Business
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SPOTIO 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
    52
    Tracking Ease
    22
    Helpful
    19
    Lead Management
    16
    Features
    14
    Cons
    Connectivity Issues
    13
    Call Issues
    11
    Pins Issues
    9
    Slow Loading
    9
    Technical Issues
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SPOTIO features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    8.4
    Integration
    Average: 8.6
    8.4
    Employee Structure
    Average: 8.4
    8.7
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SPOTIO
    Company Website
    Year Founded
    2014
    HQ Location
    Addison, Texas
    Twitter
    @getspotio
    4,261 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    64 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SPOTIO is an outside (field) sales engagement tool that improves efficiency while accelerating every aspect of the field sales process. SPOTIO automates manual tasks, fostering accountability, and pro

Users
  • Sales Manager
  • Sales rep
Industries
  • Construction
  • Renewables & Environment
Market Segment
  • 57% Small-Business
  • 36% Mid-Market
SPOTIO 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
52
Tracking Ease
22
Helpful
19
Lead Management
16
Features
14
Cons
Connectivity Issues
13
Call Issues
11
Pins Issues
9
Slow Loading
9
Technical Issues
9
SPOTIO features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
8.4
Integration
Average: 8.6
8.4
Employee Structure
Average: 8.4
8.7
Dashboards
Average: 8.7
Seller Details
Seller
SPOTIO
Company Website
Year Founded
2014
HQ Location
Addison, Texas
Twitter
@getspotio
4,261 Twitter followers
LinkedIn® Page
www.linkedin.com
64 employees on LinkedIn®
(1,400)4.6 out of 5
Optimized for quick response
14th Easiest To Use in Sales Performance Management software
Save to My Lists
50% off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mixmax is the easiest-to-use sales engagement platform, designed to help revenue teams move beyond "spray and pray" prospecting. With AI-powered insights, it guides you on who to contact, when to reac

    Users
    • Account Executive
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Small-Business
    • 44% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Mixmax 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
    Email Tracking
    121
    Ease of Use
    118
    Helpful
    92
    Features
    82
    Automation
    76
    Cons
    Email Management
    32
    Missing Features
    32
    Limited Features
    31
    Learning Curve
    21
    Technical Issues
    21
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Mixmax features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Integration
    Average: 8.6
    8.6
    Employee Structure
    Average: 8.4
    8.9
    Dashboards
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Mixmax
    Company Website
    Year Founded
    2014
    HQ Location
    San Francisco, CA
    Twitter
    @Mixmax
    4,255 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    119 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mixmax is the easiest-to-use sales engagement platform, designed to help revenue teams move beyond "spray and pray" prospecting. With AI-powered insights, it guides you on who to contact, when to reac

Users
  • Account Executive
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Small-Business
  • 44% Mid-Market
Mixmax 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
Email Tracking
121
Ease of Use
118
Helpful
92
Features
82
Automation
76
Cons
Email Management
32
Missing Features
32
Limited Features
31
Learning Curve
21
Technical Issues
21
Mixmax features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
9.0
Integration
Average: 8.6
8.6
Employee Structure
Average: 8.4
8.9
Dashboards
Average: 8.7
Seller Details
Seller
Mixmax
Company Website
Year Founded
2014
HQ Location
San Francisco, CA
Twitter
@Mixmax
4,255 Twitter followers
LinkedIn® Page
www.linkedin.com
119 employees on LinkedIn®

Quick Facts: Sales Performance Management Software with Custom Reports Capabilities

Content below is current as of June, 2024
Reviews Summary for Sales Performance Management Software with Custom Reports Features

Reviews Summary: Sales Performance Management Software with Custom Reports Features

Currently there are 45 Sales Performance Management software products with Custom Reports features listed on G2, and together they have generated 13,182 total reviews. These reviews are generated using the qualitative and quantitative feedback from G2 members who have used these software products.

G2 users review Sales Performance Management software products based on criteria relating to user experience, setup, and support. Below you will find how users rated the 45 Sales Performance Management software products that have Custom Reports features based on those criteria:

  • Ease of Use: 8.9/10 average user rating
  • Quality of Support: 8.9/10 average user rating
  • Ease of Setup: 8.4/10 average user rating

To help you compare and find the best Sales Performance Management software product with the right Custom Reports functionality for your business, we have gathered some additional details and FAQs below.

What Sales Performance Management products with Custom Reports features have the most reviews and are the highest-rated?

Based on quantity of reviews and average ratings, these are the most popular Sales Performance Management software products with Custom Reports capabilities according to G2 users:

What Sales Performance Management software products with Custom Reports capabilities are the most liked according to G2 users?

Based on the G2 ratings scale and regardless of review count, these are the highest-rated Sales Performance Management software products with Custom Reports capabilities:

Which software products with Custom Reports features are the highest rated on G2?

These are the Sales Performance Management software products offering Custom Reports capabilities and have the highest ratings:

Review Snippets for Sales Performance Management Software with Custom Reports Features

Below are questions we ask of all Sales Performance Management software users on G2. The answers are specific to the most popular software products that offer Custom Reports capabilities. These user responses provide more insight into the most-reviewed Sales Performance Management software and their Custom Reports features listed on G2.
Questions Responses
Here is what users liked best about Sales Performance Management software with Custom Reports features.
HubSpot Sales Hub: "Modern interface, continual updates applied"
- Michael B., Director of Business Development at Cognistix, Small-Business (50 or fewer emp.)
Salesloft: "Custom mapping to Salesforce. Ease of pushing leads from Linkedin to Salesloft, and from Salesloft to SFDC."
- Jonah B., Big Data (BI) Sales Development -- I'm Hiring!, Mid-Market (51-1000 emp.)
Groove, a Clari Company: "Everything to disposition our leads is there along with means to scheduling a task or event so your lead is in touch."
- Ernie A. G., Branch Retail Executive | Business Lender | Consumer Lender | Investment Savings | ernesto.gonzalez2@bbva.com, Enterprise (> 1000 emp.)
Here is what users liked least about Sales Performance Management software with Custom Reports features.
HubSpot Sales Hub: "I used Hubspot on a limited basis in my role, the sales persons utilized it much more and I wish I was able to use it to that extent."
- Tricia D., Account Executive at SaveAround Inc, Mid-Market (51-1000 emp.)
Zoho CRM: "Hard to configure, difficult to understand, help is minimal, both online. Support is pitiful and they don't understand the questions."
- Paul L., Talent Scout for IT leaders with Confidentiality, Professionalism & Integrity (678 390 0547), Small-Business (50 or fewer emp.)
Outreach: "in the last 6 months there have been system outages, failures in sending emails, spam triggers flagged because of product issues along with a myriad of other issues."
- Roger T., Cofounder + VP of Sales @Truly (Hiring) , Small-Business (50 or fewer emp.)
These are what users recommend to others considering popular Sales Performance Management software products with Custom Reports capabilities.
HubSpot Sales Hub: "Take advantage of the advanced customization you can do with workflows. It'll save you time in the long run and keep your customers engaged."
- Verified User in Real Estate, Small-Business (50 or fewer emp.)
Salesloft: "Hang on to other DBs for sourcing emails and phone numbers, you'll need them all--e.g. Zoominfo, Data.com, Sellhack, Rapportive, etc."
- Jonah B., Big Data (BI) Sales Development -- I'm Hiring!, Mid-Market (51-1000 emp.)
Zoho CRM: "Run away. There are many better products on the market"
- Paul L., Talent Scout for IT leaders with Confidentiality, Professionalism & Integrity (678 390 0547), Small-Business (50 or fewer emp.)
These are the problems users said the software was solving and how it is benefitting them.
HubSpot Sales Hub: "Basic CRM, integration with prospecting tools (Lead411)"
- Michael B., Director of Business Development at Cognistix, Small-Business (50 or fewer emp.)
Salesloft: "SDR prospecting using Linkedin Significant time saved on creating SFDC New Leads from scratch"
- Jonah B., Big Data (BI) Sales Development -- I'm Hiring!, Mid-Market (51-1000 emp.)
Groove, a Clari Company: "Clients are in contact creating the impression that my banker does call me regularly."
- Ernie A. G., Branch Retail Executive | Business Lender | Consumer Lender | Investment Savings | ernesto.gonzalez2@bbva.com, Enterprise (> 1000 emp.)
Reviews by Industry

Reviews by Industry: Sales Performance Management Marketing Software with Custom Reports Features

Custom Reports features are an important factor when choosing a Sales Performance Management software product. How the software and this feature are used differs from industry to industry, making it a challenge to find the best Sales Performance Management software with the right features for your company. To help professionals with their Sales Performance Management software research, G2 has gathered data sourced from 13,970 reviews. These reviews come from G2 users working in industries that use Sales Performance Management products on a regular basis and who have the most experience with their Custom Reports functionality.

Industry-Related FAQs About Sales Performance Management Software with Custom Reports Features

What industries have generated the most reviews of Sales Performance Management products with Custom Reports capabilities?

Users from the following industries have written the most Custom Reports feature reviews about Sales Performance Management software:

  • Computer Software
  • Information Technology and Services
  • Marketing and Advertising
Which Sales Performance Management software with Custom Reports features do Computer Software professionals think is best?

Computer Software professionals rate HubSpot Sales Hub (4.4 stars and 2,605 reviews), Salesloft (4.5 stars and 1,290 reviews), and Mindtickle (4.7 stars and 1,005 reviews) the highest.

What do Information Technology and Services professionals think is the best Sales Performance Management software with Custom Reports features?

Information Technology and Services professionals rate HubSpot Sales Hub (4.4 stars and 2,605 reviews), Salesloft (4.5 stars and 1,290 reviews), and Mindtickle (4.7 stars and 1,005 reviews) the highest.

What do Marketing and Advertising professionals think is the best Sales Performance Management software with Custom Reports features?

Marketing and Advertising professionals rate HubSpot Sales Hub (4.4 stars and 2,605 reviews), Salesloft (4.5 stars and 1,290 reviews), and Mindtickle (4.7 stars and 1,005 reviews) the highest.

Industry Review Snippets: Sales Performance Management Custom Reports Software

There are 13,970 reviews from users in the Computer Software, Information Technology and Services, and Marketing and Advertising industries. Below are snippets of what some of these reviews said about those with the highest G2 score ratings and the most reviews.

Industry What Users From Each Industry Liked What Users From Each Industry Disliked
Computer Software
HubSpot Sales Hub: Modern interface, continual updates applied
- Michael B., Director of Business Development at Cognistix, Small-Business (50 or fewer emp.)
Outreach: in the last 6 months there have been system outages, failures in sending emails, spam triggers flagged because of product issues along with a myriad of other issues.
- Roger T., Cofounder + VP of Sales @Truly (Hiring) , Small-Business (50 or fewer emp.)
Information Technology and Services
HubSpot Sales Hub: I like having one stop for many functionnalities I need to use.
- Gabriel D., Co-founder & CPO @Local Logic, Small-Business (50 or fewer emp.)
HubSpot Sales Hub: -Terrible reporting; you cannot get the right information in a one swoop effort -You need Sales Pro to even get access to specific types of widgets and reporting -No fields are required, no validation rules exist -No availability to say meeting outcome -If you're a channel based company, expect problems as they cannot associate between partners and customers -Great chrome extension
- Amy H., Marketing @ RedLock, Small-Business (50 or fewer emp.)
Marketing and Advertising
HubSpot Sales Hub: It provides the basic necessities for CRM for free if you do not have a large database.
- Chelsea V., Marketing Director at SmartMoving Software, Small-Business (50 or fewer emp.)
Zoho CRM: Zoho can be very picky when it comes to pulling information for you. I wish reports were a little easier to pull when information might not all be uniform.
- Morgan B., Sales Coordinator at CLEVER Influencer Marketing Agency, Small-Business (50 or fewer emp.)

Reviews by Market Segment

Reviews by Market Segment: Sales Performance Management Software with Custom Reports Features

G2 Sales Performance Management software reviewers come from companies of various sizes. On G2 we break these different market segments into three distinct groups:

These reviews are especially helpful when comparing the Custom Reports features of different Sales Performance Management software products because each business market segment has its own unique experiences and requirements when it comes to specific software features. The segments that make up these Sales Performance Management Custom Reports software reviews are:

  • 34% of reviewers are from small businesses.
  • 45.7% of reviewers are from mid-market companies.
  • 20.3% of reviewers work at enterprise companies.

Below you will find FAQs and actual review snippets for Sales Performance Management software products that have Custom Reports features. These reviews are written by real G2 users working in the three market segments above.

Market Segment-Related Sales Performance Management Software with Custom Reports Capabilities FAQs

What are the best Sales Performance Management software products with Custom Reports features according to users from enterprise businesses?

The Sales Performance Management software products enterprise-level professionals rate the highest are HubSpot Sales Hub (4.4 stars), Salesloft (4.5 stars), and Mindtickle (4.7 stars).

Which Sales Performance Management software products with Custom Reports features are the best according to mid-market business users?

The Sales Performance Management software products mid-market business users rate the highest are HubSpot Sales Hub (4.4 stars), Salesloft (4.5 stars), and Mindtickle (4.7 stars).

What do users in small businesses say are the top Sales Performance Management software products with Custom Reports capabilities?

The Sales Performance Management software products users in small businesses rate the highest are HubSpot Sales Hub (4.4 stars), Salesloft (4.5 stars), and Mindtickle (4.7 stars).

Market Segment Review Snippets: Sales Performance Management Software with Custom Reports Features

Business professionals share important information about Sales Performance Management Custom Reports software usability, features, pricing, and more. Read what these users have to say about the top-rated Sales Performance Management software with Custom Reports features.

Market Segment What Users From Each Market Segment Liked What Users From Each Market Segment Disliked
Enterprise (> 1000 emp.)
Mindtickle: It has been a pleasure to work with several of the people at MindTickle. They work hard to keep me satisfied and to improve their product.
- KC C., Training Specialist at Qualtrics,
Outreach: reports arent that great and it takes a while to setup sequences.
- Jing W., engineer at Google, Enterprise (> 1000 emp.)
Mid-Market (51-1000 emp.)
HubSpot Sales Hub: Tracks all the email accurately without the recipient knowing it.
- Vedang N., Operations Intern at Global Health Corps,
HubSpot Sales Hub: I used Hubspot on a limited basis in my role, the sales persons utilized it much more and I wish I was able to use it to that extent.
- Tricia D., Account Executive at SaveAround Inc, Mid-Market (51-1000 emp.)
Small-Business (50 or fewer emp.)
HubSpot Sales Hub: Modern interface, continual updates applied
- Michael B., Director of Business Development at Cognistix,
Zoho CRM: Hard to configure, difficult to understand, help is minimal, both online. Support is pitiful and they don't understand the questions.
- Paul L., Talent Scout for IT leaders with Confidentiality, Professionalism & Integrity (678 390 0547), Small-Business (50 or fewer emp.)