Generating revenue is difficult because your sales, marketing, and customer success teams need to work well together while providing you with regular visibility throughout everything. Choosing the best revenue operations software for your business can be challenging because of the sheer number of software and applications available to help increase revenue and optimize customer-facing functions. This software is the quickest and most efficient way a Revenue Operations leader can track and improve sales processes.
At some point in your business, generating revenue becomes a matter of survival because sustaining a business not providing enough revenue isn’t sustainable. Using any revenue operations platforms, I discuss in this article can help your business add more visibility into your pipeline, prepare your sales reps, automate manual tasks, and analyze the company’s performance. My job here is to help you determine which revenue operations software you should consider and prepare you to achieve more success.
Best Revenue Operations Software Shortlist
Here’s the shortlist of the best tools that I’ll cover in this article.
- Traction Complete
- MaxQ ARM
- HubSpot Operations Hub (PieSync)
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How I Selected the Best Revenue Operations Software
Perhaps you're wondering how I selected the best revenue operations software for this list? To build this top 10 list, I evaluated and compared a wide range of revenue operations software 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 operations software or how to pick the best revenue operations software 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.
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best revenue operations software for this article:
User Interface (UI):
When choosing the best platform, I carefully consider the software’s overall functionality. The best software provides your RevOps team with the most robust features that are easy to find through the navigation section. This is vital to keep your teams efficient and productive when working together and completing their tasks.
The revenue operations software I list in this article is intuitive and easy to use. I chose this criterion to decide what to look for in a platform because the software should allow your teams to implement your RevOps strategies quickly. The best platforms also help reduce your learning curve when using the software in your business.
Dashboards & Reporting:
Highlighting real-time activity data on a dashboard is essential to understand your business’s most meaningful metrics. The best revenue operations platforms collect all the valuable insights from various tools, systems, and software you’re currently using and display them for critical stakeholders to see. Users should also be able to provide this information in a report to internal and external stakeholders to keep everyone on the same page and measure revenue performance.
Actual efficiency comes from integration across all organizational departments’ tech stacks. The best platforms can link with your marketing, sales, and customer success teams to remove data silos that can happen when using systems that don’t work together. This makes integrations a crucial criterion when evaluating the best revenue operations software because it reduces the time-consuming, error-prone risk that comes from manually re-entering data.
It’s evident that the best revenue operations software will fit your budget. But the growth it provides can enable growing businesses to strategically reinvest profits and allow them to not miss monthly subscription payments for the platform. Using this software can help your sales reps generate more revenue and adapt to market changes, making it worth the investment, especially when it’s within budget.
Overviews of the 10 Best Revenue Operations Software
Here’s a brief description of each revenue operations software to showcase each tool’s best use case, some noteworthy features, and screenshots to give a snapshot of the user interface.
1. Outreach – Best for sales rep efficiency
Outreach organizes sales data to assist RevOps teams in resolving challenges when there’s a disconnect between the two and enhance their productivity.
Why I picked Outreach: The platform provides sales teams with tools to manage and monitor outreach campaigns of any size. Your sales teams can perform various scenarios within the platform to test which approaches and campaigns are best for approaching new prospects and make adjustments before giving a pitch. The team behind Outreach made a platform that integrates with other sales software to enable users to communicate with sales prospects, design lead conversion automation processes, use machine learning to increase performance, and get insights for enhanced prospect engagement.
Outreach helps sales teams of any size dramatically increase productivity and increase customer engagement. It integrates conversion intelligence, sales engagement, and revenue intelligence into a central platform. Your sales teams can use its features to focus on selling and not on preparing forecasts, while your RevOps can use the information the platform provides to develop high-quality market strategies and optimes processes.
Outreach Standout Features and Integrations
Features include audience targeting, CRM integration, data import and export, e-mail integration, scheduling, lead management, marketing automation, and lead scoring.
Integrations include Salesforce, Microsoft Dynamics 365 Sales, Outlook, Google Calendar, Vidyard, Seismic Software, Dialpad, Intercom, Chili Piper, and SugarCRM.
Outreach offers custom pricing upon request. Outreach offers a demo to help you see whether the platform is right for you.
- Send follow-up emails based on whether the recipient opened the initial e-mail.
- AI-driven guidance helps close any sales execution gaps.
- Maintains records of all e-mails, phone calls, and meetings.
- It can be challenging to start using the platform.
- No real-time analytics
2. 6sense – Best for account-based marketing
6sense helps businesses identify, market, and sell to target accounts through account-based marketing.
Why I picked 6sense: It uses artificial intelligence to build predictive models to identify accounts in the buying stage by using your website’s traffic data and its network of B2B partners. This information enables teams to identify, segment, and advertise to the accounts they want to sell to. The account-based marketing features you can find within 6sense can allow your sales efforts by showing you accounts your business isn’t selling to yet.
6sense provides users with buyer journey insights to B2B organizations to help sales, marketing, and customer success teams increase growth and revenue. The platform’s AI capabilities include a proprietary intent network, omnichannel integration, value metrics, and contact and account scoring. This information can help you develop future strategies based on the software’s predictions and action suggestions.
6sense Standout Features and Integrations
Features include account identification, audience building, advertising, sales intelligence, conversational email, data enrichment and management, intent data, and workflows.
Integrations include ROI DNA, Bombora, LeanData, Outreach, PathFactory, Folloze, Drift, G2, Shift Paradigm, and Green Hat.
6sense offers custom pricing upon request. 6sense offers a demo to help you see whether the platform is right for you.
- Quick and responsive customer support team.
- Allows users to prioritize targets according to intent signals.
- Users can create deep segmentations based on multiple inputs.
- Users have experienced performance issues when uploading data batches.
- The platform can be slow to implement.
3. Clari – Best for pipeline management
Clari enables revenue teams to get a deep insight into their business pipelines to spot opportunities.
Why I picked Clari: The software adds clarity to a company’s revenue pipeline and helps improve revenue operation productivity and predictability. Clari can help you identify and resolve revenue issues due to misaligned teams and systems such as CRM, ERP, and spreadsheets. The visibility and transparency the platform provides to users can help align buying opportunities and risks to enhance your forecasts’ accuracy.
Clari helps sales, revenue operations, and finance teams by providing forecasting, pipeline management, and revenue intelligence solutions. The platform helps small, medium, and large businesses capture selling activity automatically to ensure follow-up teams aren’t forgotten. The information also shows your team’s progress towards set milestones and the probability of winning each deal.
Clari Standout Features and Integrations
Features include sales analytics, account engagement, revenue intelligence, CRM automation, buyer and seller collaboration, pipeline management, sales forecasting, and conversation intelligence.
Integrations include Slack, Outlook, Marketo, RingCentral, SalesLoft, Yesware, PFL, Outreach, ShowPad, and Highspot.
Clari offers custom pricing upon request. Clari offers a demo to help you see whether the platform is right for you.
- Intuitive forecasting features.
- Users can filter insights according to department requirements.
- Bi-directional Salesforce integration.
- Forecasts don’t update automatically.
- It can take time to get used to the software.
4. Traction Complete – Best for lead management within Salesforce
Traction Complete helps businesses grow revenue quicker when using Salesforce.
Why I picked Traction Complete: By filling in gaps between your sales and marketing teams, Traction Complete ensures your sales reps receive the proper target accounts to increase conversions. When they receive a lead, your representatives can get the insights they need to develop a meaningful relationship. The platform simplifies your lead management processes by automating lead routing to increase response times.
Traction Complete helps businesses of any size automatically assign leads in real-time to reps based on metrics, such as last activity and lead source. To ensure every lead has a constant point of contact, Traction Complete routes leads that enter Salesforce without an associated account to the rep that has had them most contact with them in the past. You and your RevOp managers can develop lead assignment workflow using the platform’s visual workflow editor.
Traction Complete Standout Features and Integrations
Features include real-time triggers and workflows, automated lead-to-account matching, real-time lead assignment, web forms, lead-to-contact and lead-to-lead matching, and lead reports.
Integrations include Salesforce Sales Cloud.
Traction Complete offers custom pricing upon request. Traction Complete offers a demo to help you see whether the platform is right for you.
- Uses account-based models to match leads to existing accounts.
- Automatically assigns leads to owners when creating a lead.
- Excellent customer support teams.
- There’s a steep learning curve depending on the complexity of your needs.
- Users have experienced ongoing errors with permissions to reassign leads.
5. CPGvision – Best for driving accurate predictive analysis with AI
CPGvision integrates an AI and machine learning-based revenue growth management solution into the Salesforce platform.
Why I picked CPGvision: The AI and machine learning models in CPGvision’s revenue growth management enable teams to use trade promotion intelligence within your organization. The data this platform generates allows RevOps teams generate accurate sales and spend forecasts, manage accrual processes, use spend budgets effectively, and analyze pricing actions. When combined with a user-friendly and transparent user interface, the platform helps users interact with the end result and demystifies your data models.
CPGvision provides a price elasticity management tool to medium and large businesses, allowing them to access the software for updated models and analyze pricing. The platform operates on Salesforce to aggregate multiple data sources and their variables. This data enables the revenue growth management module to run various scenarios and understand numerous implications.
CPGvision Standout Features and Integrations
Features include trade promotion management, scenario planning, trade plan optimization, price elasticity and direction, and consumption and shipment forecasting.
Integrations include Salesforce.
CPGvision offers custom pricing upon request.
- Intuitive, straightforward user interface.
- Excellent customer service.
- Very easy for new users to implement in their business.
- It can be challenging to find some information.
- There are some limitations when structuring reports.
6. Vistex – Best for enterprise resource planning
Vistex provides users a straightforward view of revenue-generating programs that affect their business.
Why I picked Vistex: The platform helps organizations manage their vital revenue resources, such as pricing, rebates, claims and vendor chargeback, rights, incentives, trade promotions, and royalties. Vistex’s features enable users to understand where the company’s revenues are flowing and the differences it makes to their top and bottom line. The data this software provides can help your business never leave money on the table.
Vistex can help RevOps teams of any size analyze an organization’s buy- and sell-side margins to calculate true profitability accurately. Organizations operating within a wide range of industries can use Vistex to get strategic insights and best practices from a global perspective. The analytics from the platform helps users understand how to set prices, which promotions to implement, the offers to accept, and what’s impacting your revenue flow.
Vistex Standout Features and Integrations
Features include budgeting, billing and invoicing, CRM integration, contact management, scheduling, data import and export, notifications, and data visualization.
Integrations include most ERP and CRM business applications and operate as a global SAP Solution Extension Partner.
Vistex offers custom pricing upon request.
- Flexible enough to address multiple business requirements.
- Works inside SAP.
- Very responsive support team.
- Upgrading the platform can be a long process.
- It has limited reporting features.
7. MaxQ ARM – Best for managing recurring revenue
MaxQ ARM is an automated solution that helps businesses manage recurring revenue, subscriptions, billing, and payments.
Why I picked MaxQ ARM: This software is a collection of modules that enables businesses to manage their billing and payments. The platform’s goal is to help enhance your cash flow, customer satisfaction, and billing accuracy. The custom dashboard enables users to receive insights regarding the company’s cash flow, which can be helpful for data-based decision-making.
MaxQ ARM provides revenue management modules for various organizations, from large Fortune 500 enterprises to small and mid-sized businesses. These industries include software development, distribution, electronics, automotive, medical services, and aerospace. These businesses use MaxQ ARM to get a real-time view of their business and operate it efficiently.
MaxQ ARM Standout Features and Integrations
Features include flexible billing schedules, pricing model management, contract management, renewal processing, real-time analytics, billing rules templates, and multiple payment options.
Integrations include Acumatica, Microsoft Dynamics, and Korber.
MaxQ ARM offers custom pricing upon request.
- Great for managing subscriptions, recurring revenue
- Highly integrated and automated solution
- Time consuming to learn
8. Competera – Best for setting optimal retail prices with AI
Competera is a pricing platform that enables retailers to enhance customer trust by establishing ideal price positions.
Why I picked Competera: The platform implements the latest machine learning and AI and combines them with the best economic practices. This helps businesses increase bottom-line metrics and keep the best price perception by providing helpful price recommendations. Competera provides these recommendations with 60 pricing and non-pricing factors and cross-product sales dependencies.
Competera helps medium, large, and enterprise retailers in any retail industry get up-to-date product pricing data in real time. The platform continuously calculates and re-quantifies billions of potential price combinations. This results in an increase in the user’s gross margins.
Competera Standout Features and Integrations
Features include analytics, data visualization, forecasting, customer management, inventory tracking, notifications, data import and export, A/B testing, and product catalog.
Integrations include Magento, Oracle, SAP, Amazon, Google Analytics, and any ERP system you might use through its API.
Competera offers custom pricing upon request. Competera offers a demo to help you determine whether the platform is right for you.
- Sets competitive prices fast.
- Very responsive customer success team.
- Enables users to assess the competitive market to control price positions.
- It can be challenging to make adjustments when adding items.
- No notifications when the platform completes product matchings.
9. HubSpot Operations Hub (PieSync) – Best for connecting, syncing, and automating operations
HubSpot Operations Hub enhances the HubSpot CRM with a toolkit to help users connect, clean, and automate customer data.
Why I picked HubSpot Operations Hub: This revenue operations software helps users unify their pipeline, including customer data. The platform can improve data cleanliness, automate lead qualification processes, execute challenging lead nurturing, and help users understand their customer’s journey. This information can affect your sales productivity and revenue generation.
HubSpot Operations Hub enables organizations of any size, from freelancers to large enterprises, to connect to HubSpot’s application suite, integrate with current systems, and automate business processes. The wide variety of integrations with popular applications allows users to access data from anywhere. This will enable you to reap the benefits of providing a fully end-to-end experience, which can help your business increase revenue.
HubSpot Operations Hub Standout Features and Integrations
Features include pipeline management, task scheduling and tracking, notifications, marketing automation, custom data forms, lead management, forecasting, and file transfer.
Integrations include Zendesk, Mailchimp, Microsoft Dynamics, Regie.ai, Zapier, Trello, Insightly, Databox, Lucky Orange, and Aircall.
HubSpot Operations Hub costs from $45/month. They also offer a free forever subscription tier. HubSpot Operations Hub offers a 14-day free trial.
- Very flexible.
- Easy to use.
- Provides bi-directional data synchronization.
- The vast amount of flexibility can be intimidating for new users.
- The pricing scheme can be steep for some users after adding more than 1,000 contacts.
10. People.ai – Best for relationship management
People.ai transforms your business activities, such as meetings and e-mails, into opportunity and account management solutions to increase productivity.
Why I picked People.ai: As the name suggests, People.ai implements patented AI technology to help users analyze sales activities and categorize them into sales opportunities to increase productivity. When using the software, your sales teams can visualize what they need to do to close deals successfully. The platform does this by breaking down silos, enriching all revenue activities, and turning significant amounts of data into achievable tasks for your sales teams, no matter the complexity of your sales cycle.
People.ai provides small, medium, and large businesses with personalized, actionable revenue insights to accelerate growth. The platform automatically delivers insights into its collaboration, business intelligence, and data warehouse solutions to guide selling by providing various actionable insights. Organizations across multiple industries, such as manufacturing, life sciences, high tech, and telecommunications, capture customer activity and contact data and use it to dynamically update their CRM systems.
People.ai Standout Features and Integrations
Features include goal management, data management, content delivery, dashboard, field sales management, customer journey mapping, lead capture, and contact management.
Integrations include GoToMeeting, Microsoft 365, Outreach, Salesforce Sales Cloud, Tableau, Slack, Vonage Contact Center, Dialpad, Google Workspace, and Okta.
People.ai offers custom pricing upon request.
- Provides excellent metric visibility.
- Reporting capabilities provide real-time feedback.
- Simplifies sales rep activity tracking.
- Users can only export action plans in PDF and Excel formats.
- It can be difficult to learn at first.
Here are a few more options that didn’t make the best revenue operations software list:
- Troops - Best for delivering revenue signals to the right people.
- Baremetrics - Best for generating analytics dashboards for SaaS companies.
- BoostUp - Best for unlocking activity and processing data to execute forecast accuracy.
- ProfitWell - Best for monetization and customer retention insights backed by data science.
- Fullcast.io - Best for go-to-market planning.
- Breadcrumbs - Best for identifying every sales opportunity.
- Gong - Best for understanding every customer interaction.
- Mediafly Intelligence360 (formerly InsightSquared) - Best for improving pipeline and sales execution management.
Investing in a Winning Business Strategy
The first step to accelerate your company’s revenue is by making the decision to bring RevOps to your business. The second step is to work on RevOps strategies while investing in the best revenue operations software to help implement those strategies. The platforms I provided above are a great place to start and will cover the basics of what your organization needs.
You can start taking charge of your revenue generation by using these platforms to help you deal with the challenges and hurdles you will experience. Remember that every tool isn’t right for every business but determining the data and processes you need can help you start this journey. If you feel that you need help with your RevOps, feel free to browse our revenue article topics to help.