What users like:
“Clari makes forecasting and deal management more efficient for my team. I love how you can see an entire pipeline and filter so it only shows relevant information. I also love the CRM score for each of my deals. Beyond that, the forecasting tab makes it much easier to see my whole team rollup versus other methods.”
– Clari review by Jon H.

What users dislike:
“There is a fair amount of configuration that needs to happen initially set up the tool to best match your sales process. There is a very limited ability to do any of this customization on your own and so it requires a lot of emails with support. Fortunately, this is something I've been told they're looking to improve. There is also limited communication about new features or how to best optimize and leverage the tool, and so I have learned of most of these updates second-hand on webinars.”
– Clari review by Rebecca S.

What users like:
“Extremely quick call transcription is fantastic. ‘Trackers’ is extremely valuable to identify problems, objections, and to make sure the account executive completed the call flow. The ability to snip a section of the call and share it easily is another fantastic feature.”
– Gong review by Kyle F.

What users dislike:
“The trigger words are more often than not inaccurate — trigger words where Gong says 'this is the closing part of the call' or 'pricing part of the call.' Not a huge deal, but another area they could improve.”
– Gong review by Trevor V.

What users like:
“InsightSquared does a fantastic job telling a full story with sales metrics. It fills the gap with metrics that aren't out of the box in Salesforce. The platform gives great insight on how our sales team is performing and where the areas of weakness are.”
– InsightSquared review by an administrator in computer software

What users dislike:
“The implementation process felt artificially long and didn't get our team to the launch point we desired. Also, the system is not very flexible and allows for very little customization even though the data is already being pulled into the platform. Leaderboards are particularly limited.”
– InsightSquared review by Erin B.

What users like:
“Their support team is amazing! They are always there to help and are extremely knowledgeable and friendly to work with! Also, you don't need to be a technical expert to create really beautiful dashboards, but at the same time you can learn more and create some very powerful BI and Analytics visualizations and reports.”
– Klipfolio review by Jon C.

What users dislike:
“There is a learning curve to figure out how to pull in and query your data properly but the resources and assistance Klipfolio provides helps you get up that learning curve pretty quickly.”
– Klipfolio review by Tim M.

What users like:
“It is nice for our sales management process to be able to hear how our inbound calls are being handled. It allows insight that we didn't previously have. I liked how easy it was to set up CallRail and if I ever want to make changes to my account by adding different tracking numbers, removing some tracking numbers, or adding/removing companies, it does not require a hundred different steps which is very nice and makes my job easier.”
– CallRail review by Jennifer B.

What users dislike:
“Wish the message prompt was a little more delayed when we forward from one number to another. We don't hear the message at all and forget to enter the values.”
– CallRail review by Jon G.

What users like:
“Databox lets me mix together multiple data sources to keep track of activities happening across our clients' marketing and sales funnels. When we start a project and establish KPIs, I also set up internal and client-facing dashboards to track these measures and ensure that we are looking at the same information.”
– Databox review by Sean T.

What users dislike:
“The main cause of complaints in the company about Databox is its complexity, especially in the difficulties it presents with its editing tools — they tend to be difficult to use and understand. In addition to this, there is a great mitigating factor that your personalized reports are more expensive, thus dividing your use efficiency in two: the best version and the most expensive excellent version.”
– Databox review by Caroline Melissa J.

What users like:
“The team members we have worked with at Visitor Track are top notch. They are sincerely interested in our successful use of VisitorTrack and helping us to get the most of our investment. The application is very flexible, especially in the reporting. We are able to easily filter through the website 'white noise' traffic and get to the meaningful visitor data. Love the geo locations that help us identify the headquarters locations separately from who often owns the IP address from the search origin location.”
– VisitorTrack review by Tammy S.

What users dislike:
“Almost every link in the UI opens a new tab so you can have a dozen tabs open in seconds. Reporting console doesn't allow you to adjust the date on the fly. You have to create many separate reports – one for yesterday, today, last week, etc. A quick date range option like Google Analytics would be better.”
– VisitorTrack review by an executive sponsor in computer & network security

What users like:
“Playbooks is a great form of organization and to stay on top of your assigned accounts in the sales industry. Thus far what I like best about it is that it is very easy to adapt to as well as give you total control of your tasks. The glitches are very minimal which has allowed me to thoroughly enjoy my learning experience with it. I like that it is very easy to use and a great tool that can be learned no matter how tech-savvy someone is.”
– InsideSales.com Predictive Playbooks review by Briana H.

What users dislike:
“It can be a bit more work than it should be to make more than one call on an account. For instance, if an account has five numbers on it and you want to call every one, you have to go in and manually add the calls to make sure all are tracked in the tool. I also do not like that you cannot send an email while on the phone but instead have to wait until you hang up.”
– InsideSales.com Predictive Playbooks review by Sarah T.

What users like:
“What makes Visme so great is that it provides all the high-quality elements you need for the designs, access to tons of great photos and icons, and enables you to seamlessly try different color themes across your design with one click. The templates are really good. For example, under the infographics and presentation sections, you will find very well designed templates that look great and have transitions built into them.”
– Visme review by Ian C.

What users dislike:
“I wish my Wacom pen tablet worked well on Visme. My pen tablet really helps me ergonomically, but it did not register well at all with Visme. Also, I wish that there were some kind of warning regarding the file size limits for the export to PowerPoint option before I was at the very end of my project.”
– Visme review by Janine G.

What users like:
“The best feature is the easy-to-use interface, which is very intuitive and easy to pick up without many lessons. The scripting function that comes with Golden Software and particularly for Grapher makes creating bulk workflows easy.”
– Grapher review by Mick C.

What users dislike:
“Grapher becomes cumbersome when linked to a large number of files when opening and saving. There have been some limitations on right-justifying text which is a minor irritation when creating figure title blocks. The learning curve for Grapher is also steeper when compared to something like Excel, but it is less complicated than using a programming language such as R to generate graphs.”
– Grapher review by a user in civil engineering

What users like:
“I love that Grow aggregates data from all of my platforms and puts them in one dashboard for me to see. I would spend at least 90 minutes a day logging into six to seven platforms to see data from accounting software, Google Analytics, CRM, social media, etc. This gives it to me in one dashboard and I can share certain modules with those needing the data. Salespeople see the CRM data, sales data, etc. Leadership can see accounting data, etc.”
– Grow.com review by Mitch B.

What users dislike:
“The load time to edit metrics seems to lag at times, don't feel it is our internet speed though. When that happens I usually just leave and come back later to do it.”
– Grow.com review by Jason P.

What users like:
“The onboarding was really easy and in no time you got relevant data to start your sales strategy. Besides, there is an easy way to customize your feed and create auto-assign rules that allow us to simplify the workflow of our sales team.”
– Visitor Queue review by Miguel V.

What users dislike:
“The mobile experience needs some work. Also, there are no visual data indicators like charts, etc., to help visualize the data as trends or comparisons. Sometimes it picks up ISP information or social networks as referrals.”
– Visitor Queue review by a Whittfield H.

What users like:
“There are so many great features built into Ringba but if I were to pick a favorite, it would be their reporting dashboard. The level of detail they provide is incredible. Also, they really care about the customer and I believe it is their customer-centric approach that separates them from their competitors. They value customer feedback and know how to retain their customers.”
– Ringba review by Mandeep Singh G.

What users dislike:
“Even though I mostly use Ringba on a desktop, it would be nice to get a mobile app or better mobile experience for checking analytics on the go. It will greatly help me stay updated on the go and never have to open a laptop every now and then to check reports.”
– Ringba review by Rida T.

What users like:
“Call Tracking Metrics allows us to track both paid and non-paid digital activities and attribute calls to each channel. CTM also layers on demographic information about callers that allows us to better understand and target future prospects.”
– CallTrackingMetrics review by Munir H.

What users dislike:
“Reporting is not very intuitive, and we've had to work with tech support several times to figure out how to set up reports correctly for specific metrics. Tech support has been helpful each time, though.”
– CallTrackingMetrics review by Beth P.

What users like:
“Invoca is simple to use, quick to set up and does a great job. The reports, stats, recordings, etc. are great. It's definitely one of the best systems I've seen. The support staff is also very responsive and helpful. Managing campaigns is relatively simple. The platform allows useful customization of calling hours, IVR, restrictions, geographic filters, etc. I've been happy with it.”
– Invoca review by Brett F.

What users dislike:
“Some of the UI could be improved and there are some advanced things we'd like to do with hierarchies and multiple organizations, but most of that won't affect many users.”
– Invoca review by Drew W.

What users like:
“Google Chart Tools offered me a rich display to browse. There were different structures and modules to look over. Something else that was worthwhile about the Google Chart Tools is that it is free. Google Chart Tools were adaptable and I could plan it how I would have preferred. It was extremely adaptable as a chart producer.”
– Google Chart Tools review by Mark M.

What users dislike:
“I found that there were few display options for data visualization, and I think it would be better if there were more options available.”
– Google Chart Tools review by an administrator in hospital & health care

What users like:
“This is a tool that can be used by all skill levels with success. You can easily take your data and put it into an at-a-glance format, allowing key decision-makers to work strategically. Their customer service is also some of the best in the industry.”
– iDashboards review by Laura M.

What users dislike:
“I would like it to be a little more feature-rich in the formatting of the dashboards — such as setting up the dashboards with better border control, better table-like control such as merged cells, etc.”
– iDashboards review by an administrator in information technology and services

What users like:
“The platform is clean and streamlined. Reports are easy to view, and I like being able to listen to and tag calls so easily. I also feel confident in sharing this with clients and allowing them access to use the service, as well.”
– PhoneWagon review by Kade R.

What users dislike:
“I wish there were more options for running reports, like a filtering option. Searching for a specific call can become time-consuming if they are not properly organized.”
– PhoneWagon review by an administrator

What users like:
“We've played around with countless reporting tools over the years but none of them come anywhere close to DashThis. The number of data sources you can integrate, as well as the level of customization of the reports, are incredible. The tool itself is also really easy to work with, with a minimal learning curve.”
– DashThis review by Hadrien B.

What users dislike:
“I wish that with one report you could compare different timeframes. Currently, to compare year over year, you have to have a separate report, and also to look at month over month.”
– DashThis review by Megan S.

What users like:
“My favorite part of the tool is the ability to both personalize and expedite my outbound prospecting approach. It's also a great way to be accountable to my follow-up and be consistent. Also, it gives me a great look at how many people are in my pipeline and stay organized. As a sales rep, it's pivotal to stay organized.”
– SalesLoft review by Michael M.

What users dislike:
“Onboarding new reps can be a little challenging, especially teaching them about cadence best practices. In larger organizations where there are lots of reps that have more established practices, it's not that big of a deal. But for smaller teams, it's overwhelming at times to know where to start.”
– SalesLoft review by an executive sponsor in marketing and advertising

What users like:
“Nice and modern UI that is pretty clearly laid out for use. Very useful for sales teams once they are trained on it and up and running. Makes closing deals faster. Opportunity maps are a very useful visual addition to the pipeline. Forecast management seems to be pretty accurate thus far, as is opportunity management with WinScores, since it looks at many data points and uses legitimate AI tactics to calculate. It has improved overall sales productivity and burden rate for different users, including managers and the actual sales team/sales operations team.”
– Aviso review by Gwendolyn D.

What users dislike:
“We also have constant issues with load-times for making updates on deals, sometimes pushing five minutes. And issues when updates do not save and not being notified.”
– Aviso review by Judy K.

What users like:
“I like the ease of use of the software and I enjoy how the Analytics features are seamlessly intertwined with other Salesforce features.”
– Salesforce Sales Analytics review by David N.

What users dislike:
“The setup is not as intuitive as it should be (even though there's a wizard). You might need consultants whether in-house or external.”
– Salesforce Sales Analytics review by an administrator in computer software

What users like:
“I like RingDNA's simplicity. There are a ton of use cases for call flows and data that we need to pull on a regular basis. We are able to pull any sort of reports needed, either via Salesforce or RingDNA reporting, which is great for training purposes. This simplicity also makes it easy for reps to ramp up quickly and learn the phone system quickly.”
– RingDNA review by Jeff R.

What users dislike:
“Can be glitchy — I can't always answer a call while on another call and can drop calls when trying to merge or put on hold.”
– RingDNA review by Charlotte T.

What users like:
“I like that DialogTech’s margin of error for call tracking is low, that DialogTech is easy to implement on the website, and that the reporting options are wide and varied. In general, DialogTech also has good documentation on its website. Also, though I have not used the advanced product features, I like the fact that DialogTech is investing in improving the product. It makes me confident that I can continue to rely on them in the future for any website call tracking needs.”
– DialogTech review by Oscar L.

What users dislike:
“The platform has some limitations in terms of ease of use (not entirely intuitive). There is some room for improvement with data visualization. It would also be nice to be able to set alerts within the platform.”
– DialogTech review by a user in transportation/trucking/railroad

What users like:
“Easy to sign in with my Business G Suite account. Creating reports takes me ten minutes and I appreciate importing CSV files for all my client's sales reporting. The report sharing options and sending by email for the online version and PDF format are good. The scheduling is great and the account management is straightforward.”
– Megalytic review by Kent R.

What users dislike:
“I would love if we could organize reports in different folders to keep things clean and easier to manage.”
– Megalytic review by Rebecca D.

What users like:
“The tool is easy to learn and so easy to use. The ability to play with the data and views to help tell the story behind the data is so flexible.”
– SAP Lumira review by Patti L.

What users dislike:
“The software sometimes slows down and is not responsive enough — maybe it is because of large data sets.”
– SAP Lumira review by Upasna M.

What users like:
“Sales-i allows all of our employees to stay on track and up to date since we can share customer information, call notes, and more. It also allows us all to be accountable for our work. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale. We were also able to customize our own reports to keep track of what matters most to each individual salesperson or administrator.”
– Sales-i review by Brandi H.

What users dislike:
“The CRM function wasn't as intuitive to use as what we currently have so we don't bother with that. It only holds two years’ worth of data and sometimes it is useful to see more.”
– Sales-i review by Corrie L.

What users like:
“I love how simple the solution is to identify who is coming to the site and what they're looking for. I can share that information with the most relevant people and it is connected to Salesforce to look back on this as our conversations progress. I also like how connected it is to LinkedIn.”
– Leadfeeder review by Reid C.

What users dislike:
“It could use improvements when it comes to its UI and organization/filter options”
– Leadfeeder review by DJ K.

What users like:
“The best thing about Truly is the ease of use. It works the way it's supposed to, is very reliable, and they take feedback pretty seriously, which helps improve the product. Ability to easily record calls, text customers, and good integration into Salesforce.”
– Truly review by a user in Internet

What users dislike:
“Every so often audio quality drops a bit. But it doesn't have a big impact, and their support team has been attentive to it.”
– Truly review by Skye H.

What users like:
“The insight that TopOpps provides has allowed us to make more effective business decisions while gauging long-term growth. It's also allowed our sales team to manage their pipelines more efficiently and effectively. As a company, TopOpps has taken a vested interest in our organization's adoption of TopOpps.”
– TopOPPS review by Rob C.

What users dislike:
“The notifications list tends to get crowded by superfluous alerts, obscuring important notifications.”
– TopOPPS review by an anonymous user

What users like:
“It has made our sales organization far more effective. I have and will continue to recommend this product to sales operations teams.”
– Chorus.ai review by a user in computer software

What users dislike:
“The AI for the transcription isn't great — a lot of times they're picking up the wrong words or the wrong speakers. I used another tool previously that had better AI.”
– Chorus.ai review by an anonymous user

What users like:
“The way you can show trend data on a gecko board is extremely helpful when you need to see how teams are doing based on the previous month. Love to be able to create endless boards and easily switch them out depending on our screens.”
– Geckoboard review by a user in internet

What users dislike:
“Integrating is not as user-friendly as one would like. It is slow to load and refresh, and there are a couple of times when parts of the dashboard views are a bit buggy.”
– Geckoboard review by an anonymous user

What users like:
“The interface was insanely easy to use and it was great that the person recording the robocall didn't have to be in the office with me. Super convenient to give them a number to call into. Very fast turnaround to produce a call.”
– CallFire review by Natalie C.

What users dislike:
“Character limit was fine but was a bit difficult to understand at first. We also had trouble sending some messages out.”
– CallFire review by an administrator

What users like:
“We love being able to provide our clients dashboards based on our data. It's relatively easy to create interactive and useful charts and graphs. The customer service is very responsive.”
– Slemma review by Michael A.

What users dislike:
“I wish I could more easily rearrange charts on a dashboard and have some control over what an exported dashboard will look like in PDF form.”
– Slemma review by an administrator

What users like:
“This is state-of-the-art technology that gives you seamless information about sales calls. The program sets out specific information that is extremely useful. It is a wonderful way to track information and plan for better sales in the future. The best part is it fits perfectly with existing technology.”
– ResponseTap review by a user in public relations and communications

What users dislike:
“I would like it if call recordings stayed in the log for slightly longer than thirty days. It can be useful to go back over calls and often they've already been deleted.”
– ResponseTap review by Joshua P.

What users like:
“Since it is integrated with the G Suite and solutions we find it pretty effortless to gather data and create a very graphical representation of our sales and business development.”
– Google Data Studio review by Rachid E.

What users dislike:
“There is a learning curve - there are some idiosyncrasies (as with any tool) around how Data Studio works with data sources, how it expects the data types, how formulas are used for calculated fields, etc., and this takes some getting used to to fully understand.”
– Google Data Studio review by Nate G.

What users like:
“Great tool for everything related to sales ops. I really like the pipeline flow charts and real-time sales engagement metrics. As we all know, sales can usually be a little dodgy when it comes to saying how engaged salespeople are with their prospective clients, but DataHug can help remove most of that uncertainty.”
– Datahug review by Benjamin R.

What users dislike:
“It would be nice to have more filtering options for the views, and save preferred views for each user.”
– Datahug review by an administrator in computer software

What users like:
“Great call routing service. I have only been using Retreaver for about a month and this is my first time dealing with calls at all, but so far the platform has been able to do everything I ask of it and the customer service is always top notch — any questions or issues are resolved pretty much immediately.”
– Retreaver review by David C.

What users dislike:
“There are a few real-time features I'd like to see added, such as the ability for managers to listen in on live calls; however, I get the impression it's just a matter of time before Retreaver adds these, too.”
– Retreaver review by Jonathan S.

What users like:
“Having the most important data available anytime and in real time. Being able to check on the health of your sales team without having to make all the calls that were once necessary.”
– Oracle Sales Analytics review by John W.

What users dislike:
“Setup, configuring, and onboarding can be overwhelming. Unless you've had experience setting up a CRM analytics solution, you'll most likely need to invest in a partner to help set up and maximize the system.”
– Oracle Sales Analytics review by Seth P.

What users like:
“Working with Marchex offers a lot of very good and very useful features. Keyword Level Tracking is essential for any pay-per-click advertising you run and Marchex offers a very simple, easy to set up, and easy-to-use solution. We were able to double our conversion rates and improve Clients' ROI consistently when using Marchex for call tracking. Outstanding customer service. Always there, always available and always very friendly.”
– Marchex review by John K.

What users dislike:
“It is hard to cancel an automated report and hard to fast-forward within the calls in Google Chrome.”
– Marchex review by Dora T.

What users like:
“I love the ability to annotate each call and then be able to share that section of the call with others in the organization. I love being able to save calls and parts of calls in the library. I'll be using those calls to train new hires and help members of the team that may be struggling with certain sales skills.”
– ExecVision review by Kristie J.

What users dislike:
“It does not provide notifications when new improvements are made or new features are added within the program, so many times we see something new and we do not know how it works and we have to review it. It would be nice if in future updates they would inform us of the changes they make within the program.”
– ExecVision review by John W.

What users like:
“This product keeps all of your reports in one place so you can easily track everything from phone calls to forms. It also reports information regarding interactions and conversions online. The best part is that all of the information is displayed in real time.”
– ActiveDEMAND review by Erin S.

What users dislike:
“The drag-and-drop editor isn't super fluent, but works well once you get used to the interface.”
– ActiveDEMAND review by Clinton G.

What users like:
“What I like best about Lead Forensics is being able to see how many times people have visited our website, how long they were on our website, and what pages they are spending time on. I have also enjoyed the customer service aspect of bi-annual check-in meetings.”
– Lead Forensics review by Caleb H.

What users dislike:
“I wish that on the visitor list screen there could be a way to view the web visits there instead of having to click into each one. I search through about seventy hits a day and have to click into each one to view what web pages people actually visited to see if they are worth contacting.”
– Lead Forensics review by Lindsey W.

What users like:
“It has a lot of powerful features that make it easy to use. It's extremely fast at generating the information I need to enhance my proposals. It's very reliable and straightforward. Highly recommend.”
– Vendavo CPQ Cloud review by a user in apparel & fashion

What users dislike:
“Sometimes it has integration issues but you have to be patient with it.”
– Vendavo CPQ Cloud review by a user in apparel & fashion

What users like:
“The fact that this product is within the Salesforce platform to me is its best feature. It brings over the data we need to provide to end users in a very seamless fashion (once you have it set up correctly). System latency is never an issue. End-user experience is top of the line for sure.”
– Einstein Analytics review by Sean R.

What users dislike:
“There is a fairly steep learning curve that comes with it. You definitely need to understand your data and which 'bucket' it resides in. but once you learn it, you're flying.”
– Einstein Analytics review by a user in management consulting

What users like:
“It helps me with my future sales. I am able to track my new customers and have easy access to existing clients.”
– Call Box review by a user in internet

What users dislike:
“I dislike the cost. It is more expensive than other companies’ products.”
– Call Box review by an administrator in medical practice