Revenue intelligence platforms will enable your sales teams to eliminate the guesswork out of sales forecasting by providing them with actionable, real-time insights from your buyer’s journey. Approximately 80% of sales organizations miss their forecasts by at least 25%. This shows that sales forecasting is broken, and revenue intelligence is the key to fixing it.
Software like customer relationship management will help your organization get visibility into your sales processes, but they often struggle to maintain data quality and give a unified customer overview. When implementing new revenue intelligence tools, your business will receive a strategic framework to track sales activities and ensure the results align with your goals. If you use these platforms to their fullest potential, they can become your new secret weapon to increase sales. So, in this article, I’ll give you a list of the top revenue intelligence platforms to consider for your company.
Best Revenue Intelligence Platforms Shortlist
Here’s the shortlist of the best tools that I’ll cover in this article.
- Gong.io
- Salesforce
- Revenue.io
- Salesloft
- Revenue Grid
- Paperflite
- Clari
- Groove
- Chorus.ai
- Aviso
- People.ai
- InsightSquared
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What are Revenue Intelligence Platforms?
Revenue intelligence platforms are tools that will help your business collate real-time data from your sales teams, pipelines, engagements, and closed deals to create a complete overview of your organization’s sales activity. This information will give you an understanding of the how, where, and why that encompasses your revenue generation processes and highlights what is helping your business grow. Understanding the data revenue intelligence platforms provide can help your company gain actionable insights to help you build effective workflows that increase deal closes and optimize your sales pipelines.
How I Selected the Best Revenue Intelligence Platforms
Perhaps you’re wondering how I selected the best revenue intelligence platforms for this list? To build this top 10 list, I evaluated and compared a wide range of revenue intelligence platforms with positive user ratings.
After determining my long list of top choices, I further honed my list by using the selection criteria below to see how each platform stacked up against the next one. I also drew on my years of revops experience to pinpoint the features that add a lot of value.
If you have general questions about revenue intelligence platforms or how to pick the best revenue intelligence platform for your organization, take a look at our frequently asked questions section below. Or, you can skip directly to my detailed software summaries, if that’s what you need the most.
Selection Criteria
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best revenue intelligence platforms for this article:
Ease of Use:
The fundamentals of any revenue intelligence software consist of excellent user experience and an easy-to-use user interface. Using a platform that’s intuitive and requires little to no time to learn, and provides a visually appealing user interface is crucial. When looking for tools to add to my list, I look for something that’s user-friendly.
Data Analysis Capabilities:
Some organizations might prefer a revenue intelligence solution that provides real-time team activity insights. Others might need something that gathers customer feedback and identifies what they say about your competition and product offerings. These examples count as revenue intelligence, but gathering these details might require different tools. I look for revenue intelligence platforms that provide different types of data analysis capabilities.
Scalability:
Implementing new tools in your business is a forward-thinking and proactive investment. When considering a revenue intelligence solution, you should look for a tool to solve recent challenges and future information as your requirements grow or become more complex. So, I look for platforms that can scale with your ever-changing needs and still efficiently provide the data you need.
Software Integrations:
Accurate results are crucial for your business when using a revenue intelligence platform. An often-ignored factor that’s beneficial to getting accurate information is the data quality the software operates. I look for revenue intelligence tools that not only use older data that might be inaccurate but also make use of data from your other business systems. The platform you choose should integrate well with the systems your business uses daily to collect the most up-to-date, accurate data.
Pricing:
Considering the price of the software you want to use is essential because you want to justify the cost against the returns you can gain. Your investment can be wasted if you can’t see the value your business will get from the platform from the cost to use it. I look for tools that offer a free trial or free forever subscription plan with fair, flexible, and affordable pricing options. The vendor should also make it clear if any hidden or maintenance fees are involved when using the tool or if the costs are based on users, usage, or anything else.
Overviews of the 10 Best Revenue Intelligence Platforms
You can use the simple overviews of each tool below to understand how each tool stands out from other revenue intelligence platforms.
1. Gong.io - Best for complete data visibility
Gong.io helps businesses gain complete revenue intelligence through complete data visibility from customer interactions.
Why I picked Gong.io: Your customers can provide your business with incredibly valuable information that you can use to enhance revenue operations. Gong.io will help your business gather and understand customer interactions and deliver insights at scale. You can use Gong.io to gain complete data visibility, empowering your revenue team to make data-based decisions.
Gong.io is suitable for sales and service organizations that perform sales activities via phone or web conference. You can use the information on the platforms to increase your sales reps’ success, get crucial market details, and replicate what your best team members do. Gong.io’s forecast intelligence will scan external and internal communications to get smart recommendations regarding how you can improve sales strategies and win more deals.
Gong.io Standout Features and Integrations
Features include market intelligence, pipeline visibility, phone call interactions, video call interactions, alerts and notifications, actionable insights, conversion intelligence, call scoring, and sales coaching.
Integrations include Chili Piper, Zendesk, Zapier, Salesforce, Ringover, Outreach, Freshsales, CallRail, Clari, Microsoft Teams, Google Workspace, RingCentral, OneLogin, OpenPhone, HubSpot, and Groove.
Price: Gong.io offers custom pricing upon request.
Free Trial: Gong.io provides a free demo to help you understand whether the platform is right for you.
Pros
- Excellent transcription search capabilities.
- Easy to use.
- Scorecards can help train teams.
Cons
- Transcriptions are slow to load.
- It doesn’t save conversations beyond one year.
2. Salesforce - Best for updating data
Salesforce is a cloud-based platform that can help businesses update revenue data from various sources.
Why I picked Salesforce: Within the Salesforce platform, you can find the Einstein Activity Capture tool that will help your business keep data from Salesforce and email and calendar apps up to date. This feature focuses on gathering three types of data: contacts, emails, and events. Salesforce’s Einstein Activity Capture takes this data from connected Google or Microsoft accounts and stores it via Salesforce’s Amazon Web Services infrastructure.
Salesforce works well for large-sized businesses that prefer to operate all activities from a single space. You can connect your Salesforce and external data and use the tool’s AI to get a complete view of your customers. With Salesforce’s actionable insights, you can see changes that happen in your pipeline over time and get an overview of deal health.
Salesforce Standout Features and Integrations
Features include a data dashboard, strategic planning, visual analytics, performance metrics, key performance indicator, budgeting and forecasting, benchmarking, ad hoc reports, scorecards, and trend and problem indicators.
Integrations include Zapier, Wufoo, BlueSnap, Inspire Planner, Marchex, Hightouch, ONEcount, Secuvy AI, OmniConnect, and FinancialForce Accounting.
Price: Salesforce’s revenue intelligence capabilities are an add-on package that costs from $200/user/month, billed annually.
Free Trial: Salesforce offers a free 30-day trial for new subscribers.
Pros
- Displays everything in one place.
- Easy to use after training.
- Provides solid reporting structure.
Cons
- The number of features is overwhelming.
- Admin management is complex.
3. Revenue.io - Best for conversation guidance and sales engagement
Revenue.io helps high-performing organizations get real-time conversation guidance and sales engagement insights.
Why I picked Revenue.io: The platform is an all-in-one sales engagement tool that logs all team activities and pulls data from them, so you can oversee operations and measure progress. The conversation guidance capabilities will help improvise your team’s prospecting and help them take the best course of action. You can use Revenue.io to analyze current strategies and discover growth opportunities to increase sales.
Revenue.io is suitable for businesses that need a powerful revops platform to provide recommendations when they matter. The real-time conversation intelligence capabilities within Revenue.io will show you exactly why your best team members win, enabling you to scale their success throughout the rest of your team. It also automatically analyses leading engagement indicators, such as employee and customer behavior, to help you discover how to win more buyers.
Revenue.io Standout Features and Integrations
Features include revenue forecasting, real-time guidance, intelligent opportunity analytics, engagement capturing, actionable insights, real-time notifications, pipeline forecasting, performance management, and call recording.
Integrations include Twilio and Salesforce.
Price: Revenue.io offers custom pricing upon request.
Free Trial: Revenue.io provides a free demo to help you understand whether the platform is right for you.
Pros
- Efficiently grows pipelines.
- Beneficial for call compliance.
- Easy to identify what needs attention.
Cons
- No mobile app.
- Minimal third-party integrations.
4. Salesloft - Best for revenue enhancement tools
Salesloft provides businesses with various tools that will help them automate, manage, and analyze revenues.
Why I picked Salesloft: The software provides your organization with several tools that will help you and your teams enhance revenue-generating efforts. Salesloft provides a Cadence automation and conversion intelligence feature to help you develop effective sales processes and refine prospecting. The tool’s robust dashboard provides a complete deal health summary in a format that’s easy to read and enables simple pipeline movement monitoring.
Salesloft is suitable for businesses of all sizes that need a solution that will help drive more revenue. The software will help your organization arrange tasks to help establish a strategy, increase alignment, generate revenue predictably, and enhance sales. Salesloft will help you collect insights from every customer interaction throughout their journey, which will help you replicate any successes and quickly grow your company.
Salesloft Standout Features and Integrations
Features include performance metrics, a data dashboard, sales trend analysis, collaboration tools, contact management, lead scoring, meeting management, performance management, lead distribution, lead capture, and campaign management.
Integrations include Salesforce, Slack, Okta, ZoomInfo, Fusion Funnel, Chili Piper, Aircall, Clari, SugarCRM, HubSpot, Microsoft Dynamics 365, LeanData, Vidyard, Outbound Funnel, Drift, and 6sense.
Price: Salesloft offers custom pricing upon request.
Free Trial: Salesloft provides a free demo to help you understand whether the platform is right for you.
Pros
- Fast customer support response.
- User-friendly platform.
- Excellent analytics tools.
Cons
- It can be slow.
- Can’t push tasks to the next day.
5. Revenue Grid - Best for automated data capture
Revenue Grid is a revenue intelligence platform that will help organizations automatically capture data to save time from manually entering it into a CRM.
Why I picked Revenue Grid: The software is a Salesforce-native engagement platform that will help your teams automatically capture data. Revenue Grid captures data from your email and calendar, analyzes it with AI, and provides insights so your teams can act faster on opportunities and risks. Revenue Grid will automatically create standard objects within Salesforce and save your data to those objects, including recipients’ information, attachments, and subject lines.
Revenue Grid is an excellent tool for organizations that need an AI-guided selling platform that provides teams with step-by-step guidance. Each team member will receive advice on each deal they have in their pipeline and help put them in the best position to close opportunities successfully. With Revenue Grid, your leadership team will have complete visibility into your pipelines, deals, team activities, and get a better handle on sales processes automated routines, and enable teams to push opportunities through your funnel. Also, everyone will get guidance on deals and engagement thanks to the platform’s proactive signals that are based on AI analysis, communication data, and your teams’ processes and playbooks.
Revenue Grid Standout Features and Integrations
Features include activity capture, calendar sync, inbox sidebar, online scheduling, Salesforce sales sequences, engagement signals, performance and revenue reports, pipeline visibility, revenue signals, deal insights, team analytics, sales forecasting, and team coaching.
Integrations include Salesforce, GoTo Meeting, Zoom, Workbooks, Creatio, Outlook, Office 365, Litify, SpringCM, Dropbox, Google Drive, Box, SharePoint, and Oracle Sales Cloud.
Price: Revenue Grid offers custom pricing upon request.
Free Trial: Revenue Grid provides a free 14-day trial for new subscribers.
Pros
- Fast customer support.
- Excellent predictive analytics capabilities.
- Straightforward Salesforce integration.
Cons
- It’s challenging to implement.
- Some data syncs can break.
6. Paperflite - Best for gathering marketing and sales collateral data
Paperflite enables sales and marketing teams to gather collateral data to help businesses deliver high-quality content experiences.
Why I picked Paperflite: The platform enables teams to gather sales and marketing collateral data across all the channels they’re focusing on. Paperflite will let you know when people are engaging with your content collateral across these channels so you can follow up on warm leads and identify where they are in your buyers’ pipeline. The content analytics engine within Paperflit can help you identify the suitable content to share at the right time and see which piece is responsible for the most sales. You can also use the software to track your competitors’ content and see how well they engage with visitors.
Paperflite works best for organizations seeking a robust content experience tool that provides real-time engagement analytics. The software will identify your team members’ intent and provides the right content for the proper context, thanks to Paperflite’s SmartSearch algorithm. The contextual search within Paperflite uses AI-powered results to allow your teams to pick the right content for their requirements. This feature uses Google search and Amazon filters to help your team find the best content without searching through folders.
Paperflite Standout Features and Integrations
Features include content discovery, asset sharing, reports and analytics, version control, content experience, content intelligence, metadata management, presentation management, collaboration tools, and document management.
Integrations include Eloqua, Freshsales, HubSpot CRM, Klenty, Pipedrive, Microsoft Dynamics, Salesloft, Salesforce, Freshchat, Zoho CRM, Dropbox, Microsoft Outlook, Box, Google Drive, Intercom, and Outreach.
Price: Paperflite costs from $50/user/month.
Free Trial: Paperflite offers a free trial for new subscribers but doesn’t specify its length.
Pros
- Easy to find content collateral.
- Straightforward external asset sharing.
- Intuitive and simple user interface.
Cons
- Data transfers from integrations are slow.
- No bulk content uploading.
7. Clari - Best for understanding pipeline health
Clari helps businesses get a detailed view of current opportunities and understand their pipeline’s health to see what’s causing any changes.
Why I picked Clari: If you’re looking to gain a better understanding of your pipeline’s health, Clari will help you get visibility into your sales process with real-time analytics and automated task reminders that will help you track deal progress from start to finish. Clari’s predictive analytics capabilities will help you understand pipeline health by product, team, geography, and revenue stream. Your team members and managers can easily inspect accounts and opportunities, discover risks, and quickly take necessary actions.
Clari helps businesses of all sizes implement forecasting and automation tools that will increase sales. The tool will gather information from your CRM, emails, and relevant applications to develop actionable insights. Clari’s Align feature allows you to collaborate with buyers to provide a personalized experience, which is incredibly useful for closing deals and enhancing success rates.
Clari Standout Features and Integrations
Features include artificial intelligence and machine learning, demand forecasting, analytics modeling and simulation, opportunity management, field sales management, contact management, performance metrics, lead management, and sales forecasting.
Integrations include Groove, Salesforce, 6sense, Clearbit, Outreach, Google Workspace, Slack, Gong, Chorus, HubSpot, Pipedrive, Microsoft Teams, Snowflake, and Okta.
Price: Clari offers custom pricing upon request.
Free Trial: Clari provides a free demo to help you understand whether the platform is right for you.
Pros
- Simple deal visualization.
- Performs tasks fast.
- The interface is clean and easy to use.
Cons
- Customizing the dashboard is complex.
- Onboarding needs improvement.
8. Groove - Best for AI-driven insights
Groove helps businesses that specifically use Salesforce to manage funnel activities and provides AI-driven insights to help execute marketing, sales, and growth strategies.
Why I picked Groove: You can use Groove to automate campaigns, handle inbound activities, record conversations, and get real-time AI-driven insights. Groove provides conversation intelligence functionality that provides valuable recommendations to help you optimize strategies to close more deals. The conversation intelligence feature will use AI to record, transcribe, and analyze interactions while also automatically associating insights with the proper Activities and Opportunities objects in Salesforce.
Groove is suitable for companies using Salesforce who are searching for a sales engagement platform to enhance their relationship-based sales process. The software’s revenue intelligence capabilities use an advanced Auto-Contact Capture feature that records all unidentified contacts your teams had in the past and adds the information to your contact list as a possible lead. Groove also enables automation capabilities across multiple campaign channels, allowing you to create multi-step flows to engage with leads with personalized emails, LinkedIn messages, SMS, calls, and other interaction methods.
Groove Standout Features and Integrations
Features include conversation transcription, AI-powered insights, opportunity management, advanced activity capture, ROI reporting, advanced scheduler, workflow automation, A/B testing, automated actions, lead routing, and multi-channel sequences.
Integrations include Google Workspace, Microsoft 365, Clari, HighSpot, RevShoppe Consulting, Seismic, Vertical IQ, Sendoso, Zoom, Vidyard, Salesforce, HubSpot CRM, Zoho CRM, Trello, Elevio, Gong, Insightly, and Olark.
Price: Groove offers custom pricing upon request.
Free Trial: Groove provides a free demo to help you understand whether the platform is right for you.
Pros
- Very user-friendly.
- Excellent Salesforce integration.
- Notifies when recipients open emails.
Cons
- Customizing templates requires coding expertise.
- Using the send later email feature is complex.
9. Chorus.ai - Best for market intelligence
Chorus.ai will provide businesses with market intelligence data to help them deeply understand their customers.
Why I picked Chorus.ai: The platform’s market intelligence data will help you discover how often customers mention your product’s features and how it impacts conversion and deal outcome. Your product managers can use this information from Chorus.ai to understand where to focus priorities, collateral, and training resources. The software’s market intelligence capabilities will also track how often your competition comes up in deals and during what stages of your pipeline so you can identify how this impacts deals and where you should focus resources.
Chorus.ai is suitable for sales teams and sales leadership, including the VP of sales, sales managers, inside sales reps, and sales operations teams. The software will help your sales members capture, summarize, and analyze meetings with customers to help everyone identify opportunities and customer interests to improve meeting performance. Your team managers can use Chorus.ai for data-driven sales coaching by using call data that the system records and analyzes. Their training can focus on influential trends and what’s ineffective.
Chorus.ai Standout Features and Integrations
Features include call recording, artificial intelligence, onboarding and skill development, team performance measurement, market intelligence, roles and permissions, call sharing, recording bookmarking, CRM integrations, and reporting and analytics.
Integrations include Aircall, Zapier, Zendesk Talk, Slack, Talkdesk, Salesforce, Clari, Dialpad, SalesLoft, RingCentral, Microsoft Teams, Microsoft Dynamics 365, Mitel, HubSpot, Groove, and Highfive.
Price: Chorus.ai offers custom pricing upon request.
Free Trial: Chorus.ai provides a free demo to help you understand whether the platform is right for you.
Pros
- AI flags crucial details.
- Helps teams focus on conversations.
- Breaks down team calls.
Cons
- The setup is complex.
- Transcriptions aren’t always accurate.
10. Aviso - Best for identifying opportunities
Aviso uses AI to help businesses identify the best revenue opportunities.
Why I picked Aviso: The platform uses machine learning to help your business identify opportunities, accelerate revenue growth, and predict outcomes for your sales teams. Aviso analyzes interactions with customers to guide teams regarding the right way to approach each step. You and your team managers can get access to all interactions to identify the best sales pitches and gaps.
Aviso works for organizations that are searching for an advanced predictive AI solution and revenue intelligence platform. Aviso’s flexible reporting and key metrics highlight your organization’s revenues, ongoing deals, team performance, and predictions. When using this platform, your managers will get access to a one-click coaching room they can use to interact with specific team members and provide feedback.
Aviso Standout Features and Integrations
Features include ad hoc reports and analysis, predictive analytics, scorecarding, a data dashboard, budgeting and forecasting tools, qualitative and quantitative analysis, performance metrics, sales trend analysis, graphical data presentation, and dynamic modeling.
Integrations include Salesforce, HubSpot, Microsoft Dynamics 365, Oracle Netsuite, Freshworks, SAP, Zoho CRM, Pipedrive, Quickbooks, Microsoft Teams, Zoom, Slack, Okta, Mailchimp, ClickUp, and Zendesk.
Price: Aviso offers custom pricing upon request.
Free Trial: Aviso provides a free demo to help you understand whether the platform is right for you.
Pros
- Simple user interface.
- Delivers excellent forecasting experiences.
- Excellent customer support.
Cons
- Reporting features need work.
- No task creation capabilities.
11. People.ai - Best for speeding up sales cycles
People.ai helps businesses understand customers’ needs and wants, enabling teams to speed up sales cycles.
Why I picked People.ai: You can implement People.ai to create target campaigns that will speed up sales cycles, resulting in more conversions and increased revenues. People.ai provides an account management feature that stores historical inbound and outbound activities to help you monitor teams and coach them to strengthen their skills that will close deals quicker. The complete work transparency and real-time insights that People.ai provides will help you accurately predict sales.
People.ai works well for businesses needing a revenue intelligence platform that will provide truly actionable insights to enhance opportunities. The patented AI technology within People.ai provides insights that will give the facts your CRM or other data source needs to accurately diagnose issues and prescribe next steps to ensure you hit revenue targets. Your teams can use the software to stay up to date with every aspect of account management so everyone knows who’s engaged and where the opportunities are to speed up sales.
People.ai Standout Features and Integrations
Features include account intelligence, relationship maps, opportunity intelligence, engagement intelligence, activity capture, contact creation and enrichment, account scorecards, stakeholder insights, and AI-powered insights.
Integrations include Salesforce, Oracle, 6sense, Zoom, Slack, Motiv, Tableau, Outreach, Clari, Seismic, Gainsight, Drift, BoostUp, Salesloft, HubSpot Marketing Hub, and Zoominfo.
Price: People.ai offers custom pricing upon request.
Free Trial: People.ai provides a free demo to help you understand whether the platform is right for you.
Pros
- User-friendly reporting capabilities.
- Simplifies activity tracking.
- Easy to navigate.
Cons
- Not all meeting data is synced correctly.
- Customer support can be slow.
12. InsightSquared - Best for monitoring real-time revenue intelligence
InsightSquared provides sales forecasting and analytics dashboards to help businesses monitor real-time revenue intelligence.
Why I picked InsightSquared: The dashboard within InsightSquared provides advanced sales forecasting and analytics metrics that allows you to monitor real-time revenue intelligence. When using the dashboard, you can increase operation visibility, monitor vital metrics, and monitor individual team members. InsightSquared can generate 350 types of custom reports that will automatically update to keep your teams well-informed.
InsightSquared is an excellent platform for organizations that need a tool to generate pipelines based on the team’s activities and forecast submissions. The software can provide you with a clear overview of your business’s current and expected goals. Also, InsightSquared will provide conversation intelligence that provides insights into the team’s sales methodologies and prospecting tactics to enable you to easily access related information.
InsightSquared Standout Features and Integrations
Features include AI sales forecasting, revops dashboards, interactive reporting, activity capture, conversation intelligence, guided selling, advanced sales math, benchmarking, performance metrics, trend and problem indicators, and budgeting and forecasting tools.
Integrations include Desktop.com, Zendesk, Salesforce, Marketo, LinkedIn Sales Navigator, Kayako, Datawarehouse.io, Bullhorn ATS and CRM, and Rivery.
Price: InsightSquared offers custom pricing upon request.
Free Trial: InsightSquared provides a free demo to help you understand whether the platform is right for you.
Pros
- Useful custom reports.
- Flexible and dynamic interface.
- Creates straightforward data dashboards.
Cons
- There’s a learning curve to building reports.
- It can create data issues.
Other Options
Here are a few more options that didn’t make the best revenue intelligence platforms list:
- Ebsta - Best for identifying pipeline risks.
- BoostUp - Best for controlling revenue predictability.
- Auryc - Best for customer experience intelligence.
- Jiminny - Best for replicating top salespeople.
- Dialpad - Best for gathering intelligence from sales calls.
- FunnelFLARE - Best for analyzing sales campaigns and sequences.
- Outreach - Best for sales execution intelligence.
- SetSail - Best for identifying practical activities.
- 6sense - Best for structuring intelligence from multiple sources.
People Also Ask
Here are a few popular questions answered for your convenience!
What are the Benefits of Revenue Intelligence?
What are the Key Features of Revenue Intelligence Platforms?
What Other RevOps Software Should I Use?
Other Revenue Software Reviews
Here are some other revenue operations software categories that you might want to consider.
- Best Sales Software
- Data Visualization Software
- Predictive Analytics Software
- Sales Forecasting Software
- Business Intelligence Software
- Sales Reporting Software
- Sales Intelligence Software
- KPI Software
- Sales Tracking Software
Make a Smart Decision About Revenue Intelligence Platforms
Revenue intelligence platforms will make it easier for your business to track deals and predict future sales. They can shift your teams into high gear by connecting the parts of your business that drive revenue. Now that you better understand how revenue intelligence tools can be a game changer for your business, it’s time to make an intelligent decision and integrate it into your current tech stack.
If you need other revops tools or advice to enhance your revenue efforts, you can sign up for our newsletter. As a subscriber, you’ll receive information about the latest revops software that will be most beneficial for your organization and get advice from the top revenue leaders.