Best Sales Analytics Software
Sales analytics software reports on CRM data to reveal sales insights and forecast future performance. Sales teams and managers use sales analytics to gain visibility into sales activities; locate high or under-performing salespeople, products, or communications; and forecast future sales numbers. Sales analytic insights can be used to improve sales strategies and implement a more predictable sales model. Sales analytics systems are usually implemented on top of sales force automation and other CRM systems and use existing data to reveal insights, though some serve as both the CRM system of record as well as the analytics tool.
Sales analytics products access data solely from sales tools, and their core functionality is to analyze sales information. Some companies opt to use business intelligence platforms and self-service business intelligence software instead, which can also provide companies insights into their data from a variety of other sources in addition to sales data.
To qualify for inclusion in the Sales Analytics category, a product must:
Best Sales Analytics Software At A Glance
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Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost pr
Salesforce Sales Cloud is a customer relationship management platform that centralizes sales processes, customer data, and interactions. Users like the platform's flexibility, automation features, and detailed reporting, which reduce manual effort and provide real-time visibility into performance. Users reported that Salesforce Sales Cloud can be complex and overwhelming for new users, with a steep learning curve and potentially high costs for additional features and support.
580,855 Twitter followers
Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Propositio
Hubspot Sales Hub is a tool designed to help users stay updated on deal opportunities, organize deals, and track leads. Reviewers like the platform's user-friendly interface, its ability to automate processes, and its features for tracking deals and handling leads. Reviewers mentioned that some features are only accessible in high-tier plans, which can be costly, and the platform can sometimes be slow.
786,179 Twitter followers
Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and a
Gong is a Revenue Intelligence Platform designed to record, transcribe, and analyze every interaction, providing insights into sales deals and customer conversations. Reviewers like the AI features that summarize calls, assist with follow-ups, and provide valuable insights, as well as the platform's ease of use and integration with other systems. Users experienced issues with the platform's search functionality, occasional bugs, and a complex initial setup, and some found the amount of data and features overwhelming.
7,611 Twitter followers
Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerf
14,384 Twitter followers
Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align
Clari is a financial platform that provides features for monitoring the growth and commercial performance of business's financial processes, and aids in the supervision of sales and commercial operations. Reviewers appreciate Clari's bi-directional write capability with CRM, real-time signals, and its advanced resources to analyze financial transactions and predict results for business's commercial interests. Reviewers mentioned issues with Clari's mobile functionality, synchronization with CRM, and the complexity of the platform for new users, as well as the need for more robust mapping and reporting features.
18,474 Twitter followers
Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals.
Substrata is a tool for relationship intelligence, stakeholder analysis, and enhancing the quality of revenue-driven sales strategy decisions, providing analysis of conversation with buyers to provide signals of engagement and uncover hidden intent of the buyer. Reviewers appreciate Substrata's ability to provide deep behavioral insights, accurate intelligence, and relationship mapping that inform strategic revenue decisions, enhance email tracking approach, and boost deal wins. Users experienced data gaps, poor dashboard customization, slow loading of insights, and overwhelming advanced analytic's in Substrata, and they also found the initial setup process and learning curve for new users to be challenging.
521 Twitter followers
SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, o
297,265 Twitter followers
Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and
Close is a customer relationship management (CRM) tool that offers features such as lead management, email automation, and sales analytics to streamline sales processes. Reviewers appreciate Close's user-friendly interface, AI features, and integrated communication tools, which enhance efficiency and ease of navigation. Reviewers mentioned issues with limited customization options, occasional system lags, and challenges with specific features like power dialer and lead status management.
6,569 Twitter followers
Planning and incentives in sync—finally. CaptivateIQ is the only modern platform that brings quota, territory, headcount, and compensation into a single, AI-powered workspace—built for agility, ali
CaptivateIQ is a platform that provides commission tracking and management, allowing users to view and understand their earnings and performance. Reviewers appreciate CaptivateIQ's ease of use, transparency, and the ability to provide real-time data, which aids in making informed decisions and strategizing effectively. Users mentioned that the platform can be overwhelming due to the amount of information it provides, and some found the reporting functions and dashboard creation to be confusing and not very user-friendly.
606 Twitter followers
Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small busin
137,095 Twitter followers
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
18,474 Twitter followers
IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Elim
IBM Planning Analytics is a tool that blends AI-driven insights with analytics for real-time analysis, forecasting, and financial consolidation. Reviewers frequently mention the product's ability to handle large, multi-dimensional datasets with zero latency, its integration with Excel, and its automation features that save time and improve efficiency. Users mentioned that the product's flexibility can lead to complexity, requiring technical expertise or consultants, and that the web interfaces can feel technical despite modernisation efforts, also the licensing cost is considered high by some users.
708,744 Twitter followers
Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu
Zoho CRM is a customer relationship management tool that combines sales automation, analytics, and multichannel engagement to manage sales, support, and customer data under one platform. Users like Zoho CRM's affordability, its seamless integration with other SaaS applications, its automation features, and its ease of use, particularly its simple and intuitive user interface. Users reported issues with the cluttered interface, the steep learning curve for new users, occasional maintenance delays, and inconsistencies in customer support responsiveness.
137,095 Twitter followers
ZoomInfo Chorus is an AI-powered Conversation Intelligence platform designed to enhance customer engagement by capturing and analyzing interactions across various communication channels, including pho
23,509 Twitter followers
Salesken.ai is a Sales AI platform designed to enhance sales team performance while lowering acquisition costs. By offering real-time cues during conversations, the tool empowers sales reps to engage
122 Twitter followers
Learn More About Sales Analytics Software
What is Sales Analytics Software?
Sales analytics software estimates the likelihood of sales outcomes using algorithms based on existing CRM software data. In other words, sales analytics tools are meant to simplify sales forecasting and present predictive sales data in the form of statistical datasets and reports. Data is collected, modeled, analyzed, and then deployed within the tool in a readable manner that sales teams can filter and analyze. One of the major perks of sales analytics software is the ability to automate sales pipeline pattern tracking, eliminating the time-consuming task of tracking this data manually via spreadsheets. In terms of forecasting, teams can analyze pipeline activity over a period of time and compare multiple forecast models without the hassle of manually building a report.
Key Benefits of Sales Analytics Software
- View sales data in a variety of different ways
- Improve sales forecasting
- Evaluate sales performance more precisely
- Identify challenges encountered by your sales team
- Manage your sales pipeline and solve problems before they arise
Why Use Sales Analytics Software?
This type of tool ultimately helps sales teams make more successful decisions. It also helps teams analyze their overall sales process and recognize better sales opportunities. Compiled datasets can be used to examine pipeline insights in an effort to understand where sales are being lost, which industries generate the most success, and which sales tactics are most effective. While this feature is the lifeblood of the tool, there are a few other reasons to implement a sales analytics software:
More quick wins — Sales analytics help visualize sales projects and cross-selling opportunities that are considered easy to win based on forecasting patterns and pipeline location. This data helps sales teams prioritize projects that are most likely to make it through to the end of the pipeline and ultimately become a customer. The datasets also visualize the potential for risky sales, allowing managers to spend more time planning and analyzing the correct pathway to a win.
Team analytics — Not only do sales analytics tools help visualize sales data, but they also measure team analytics. Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. Sales gamification software can typically be integrated with sales analytics software for additional team motivation.
Integrations — Sales analytics solutions easily integrate with other types of sales software offerings. By integrating with other sales software tools, you will also likely be able to simplify the workflow of your sales team. Rather than having several different tools open at a time, all of the information from all of your software will be accessible from one spot.
Who Uses Sales Analytics Software?
Sales analytics software is, unsurprisingly, a big asset to sales teams as a whole. Depending on the department, the tool is helpful in a variety of ways:
Sales representatives — Sales teams use sales analytics tools for forecasting sales outcomes, which efficiently helps with prioritizing easy versus difficult sales projects and helps measure the potential of closing sales.
Sales operations — Sales representatives often use sales analytics on their own, but sales operations teams help representatives filter and understand the effectiveness of particular datasets and help convey project success, where needed. The goal of sales operations teams is to help representatives focus on selling, so operations teams typically handle the project management and training with the tool depending on the experience representatives have with understanding the datasets involved.
Sales managers — Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall.
Sales Analytics Software Features
Dashboards — Sales analytics tools differ in the type and customizability of their dashboards. Some products offer dashboards that are highly dynamic, allowing you to view data in a large number of ways by segmenting information. Others have dashboards that are more static, so sales teams cannot customize them. These options are often less expensive and typically easier for sales representatives to manage.
Forecasting analytics — Forecasting analytics alleviates human error by automating forecasting predictions and eliminating the need for modeling manually via spreadsheets. The forecasting features provide informative datasets in a visual format to help sales teams predict sales outcomes.
Mobile capabilities — Sales teams, especially outside sales teams, are often on the go and rely on mobile phones to take care of a lot of their sales functions. Many solutions offer dataset visualization across multiple platforms, including mobile.
Lead analytics — A beneficial use for sales analytics software is predictive lead scoring, which identifies trends in the customer pipeline and uses these trends to predict how far along a lead is in the pipeline. This allows sales teams to qualify and prioritize opportunities based on which leads are most likely to close. This feature works similarly, and can be integrated with, sales intelligence software.
