Relationship Index Inclusion Criteria

Products included in the Enterprise Relationship Index for Sales Engagement | Fall 2024 have received a minimum of 10 reviews and 5 responses for each of the relationship-related questions featured in our survey by August 27, 2024. Inviting other users, such as colleagues and peers, to join G2 and share authentic product reviews will accelerate this process and encourage the inclusion of additional products.

Segmented Index Scoring Methodology

When viewing an Index report by segment size, the same Index scoring methodology applies. However, the review data used is only from reviewers who are employed by a company within a particular company segment.

G2 uses the following definitions for company segments:

• Small-Business Review: A review from someone who works at a company with 50 or fewer employees
• Mid-Market Review: A review from someone who works at a company with 51-1,000 employees
• Enterprise Review: A review from someone who works at a company with 1,001+ employees

Relationship Scoring Methodology

G2 rates products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. We apply a unique, patent-pending algorithm to this data to calculate the product's Relationship score. The Enterprise Relationship Index for Sales Engagement | Fall 2024 report is based off of scores calculated using the G2 relationship algorithm v1.0 from data collected through August 27, 2024. The Relationship score is affected by the following (in order of importance):

• Customers' reported ease of doing business with the seller based on reviews by G2 users
• Customers' satisfaction with the product's quality of support based on reviews by G2 users
• Customers' likelihood to recommend each product based on reviews by G2 users
• The number of reviews received on G2; buyers trust a product with more reviews, and a greater number of reviews indicates a more representative and accurate reflection of the customer experience.

Categorization Methodology

Please visit G2’s categorization methodology page to learn more about how products are categorized. For more in-depth information about how we refer to different types of software, please view our list of standard definitions.

Trust

Keeping our ratings unbiased is our top priority. We require the use of a LinkedIn account or verified business email address to validate a G2 user’s identity and employer. We also validate users by partnering with sellers and organizations to securely authenticate users through select platforms. We do not allow users to review their current or former employers’ products, or those of their employers’ competitors. Additionally, all reviews are manually checked by our team after our algorithm filters out reviews that don’t meet our submission requirements. All reviews must pass our moderation process before they are published.

G2 may occasionally offer incentives for honest reviews to help us gather a full and accurate data set. These incentives are offered as thank-yous for approved reviews. Incentives are never conditioned upon the substance of the review, positive or negative. Each such incentivized review is disclosed with an "Incentivized Review" banner.