10 Best Sales Performance Management Software Shortlist
Here's my pick of the 10 best software from the 18 tools reviewed.
- Spiff - Best for incentive and commission payout transparency
- Everstage - Best for no-code, automated custom commission processing
- ElevateHQ - Best for a highly visual performance tracking dashboard
- Revenue.io - Best for augmenting human intelligence with AI guidance and a focus on Salesforce
- Groove - Best for relationship-based sales at companies that use Salesforce
- CaptivateIQ - Best for getting sales incentives right for sales reps and your bottom line
- Mindtickle - Best for integrated sales enablement, onboarding, and training
- SalesScreen - Best for gamification through psychological drivers
- Weflow - Best for improving sales pipeline management through better Salesforce hygiene
- Ambition - Best for building, scaling, and optimizing processes from the bottom up
With so many different sales performance management software available, figuring out which is right for you is tough. You know you want to align your sales strategies with business objectives and drive better sales results but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different sales performance management tools with various teams and projects, with my picks of the best sales performance management software.
What Is Sales Performance Management Software?
Sales performance management software is a tool used by organizations to track and optimize the efficiency and effectiveness of their sales teams. It integrates various functions like tracking sales goals, managing incentives, analyzing performance, and forecasting sales trends. This software streamlines the process of sales planning, execution, and evaluation on a single platform.
The benefits of sales performance management software include improved sales productivity and more data-driven decision-making. It helps in accurately forecasting sales, managing sales territories and quotas efficiently, and motivating sales teams through effective incentive management. The software also aids in aligning sales strategies with business goals, ensuring that sales efforts contribute effectively to the overall success of the organization.
Overviews of the 10 Best Sales Performance Management Software
Here’s a brief description of each sales performance management software that showcases each vendor’s best use case, their noteworthy features, and some pros and cons. I’ve also included screenshots to give you a snapshot of their user interface too.
1. Spiff - Best for incentive and commission payout transparency
Spiff is sales performance management software that revolves around enhancing trust and placing it at the center of every sales organization through more transparency, ease of use, and real-time visibility in every aspect of the commission process.
One of the reasons I chose Spiff was for its salesperson statement page, where every person on your sales team can view their performance and potential incoming commissions in real-time. This feature is enhanced by advanced reporting and analytics so salespeople can see visual commission trends and performance KPIs for a comprehensive view of their statements.
Spiff is designed for small, medium, and large organizations with solutions for operations, finance, sales, and HR teams. Their intuitive user design and integration options are a top choice for self-management that encourages more visibility and transparency. Spiff is for organizations with 25 to 1000+ commissionable employees with maturing technology stacks.
Spiff Standout Features and Integrations
Features include cloud-based system, commission estimator, dispute management, mobile app, plan documents and agreements, sales process monitoring, commission splits and overrides, quota assignments and management, and sales hierarchy management.
Integrations include Boostr, Chargebee, ChartMogul, FiveCRM, HubSpot, MS Dynamics, Netsuite, Pipedrive, Salesforce, and SugarCRM. Spiff also has an API and data import functionality.
Price: Pricing available upon request
Free Trial: Free demo is available
- Easy platform to use
- More transparency for salespeople
- Accurate commission tracking
- Limited taxes insight
- Customization requires add-on pricing
2. Everstage - Best for no-code, automated custom commission processing
As a cloud-based commission automation software, Everstage is designed to help businesses manage commission calculations and payouts, track goals and quotes, and enable custom commission configuration via a unified portal.
While some platforms don’t worry too much about customization, Everstage makes it a priority to allow teams to personalize their commission plans through defined incentive criteria, premade templates, and forecasting simulations before pushing forward with new plans for analyzing payment structures. The self-configurable designer provides the tools you need to experiment with finding the perfect plan for any team.
Everstage offers solutions for small, medium, and large businesses, as well as single-person operations and freelancers. You’ll find they have a track for sales, operations, and finance teams with command center tools, insight tools, and gamification tools that work across a variety of industries.
Everstage Standout Features and Integrations
Features include team and quota management, contract management, incentive planning and design, dispute and query resolution, live commission tracking, reporting and analytics, revenue recognition, future payout forecasting, and communication tools.
Integrations include Freshsales, HubSpot CRM, Microsoft Excel, MySQL, Pipedrive, PostgreSQL, Quickbooks Online, Slack, Snowflake, and Zuora.
Price: Pricing upon request
Free Trial: Free plan + free demo available
- Simple tools with no need for training
- Beautiful and pleasing dashboards
- More transparency and accuracy
- Slow resolution time for tickets
- Cost can be a burden for smaller organizations
3. ElevateHQ - Best for a highly visual performance tracking dashboard
This web-based platform is a sales enablement tool that encourages firm owners to maximize labor satisfaction and enhance engagement with sales activities through automation, transparency, and sales team motivation tools.
One of the reasons I chose ElevateHQ is for its highly visual dashboard, which acts as one of the many motivation tools offered on the platform. The dashboard shows salespeople how close they are to achieving sales goals, while Nudges improve individual agent performance and Shout Outs allow everyone on the team to celebrate all sorts of achievements together. You can also use a custom designer to create unique incentive programs that work for your team.
ElevateHQ is designed to support small, medium, and large sales leaders by function, including sales operations, finance, and sales, as well as by industry, including pharmaceuticals, SaaS, and financial services.
ElevateHQ Standout Features and Integrations
Features include sales incentive designer, compensation management, commission plan performance, sales team motivation tools, commission estimator, dispute management, workflows and approvals, comp modeling, and commission splits.
Integrations include ActiveCampaign, Amazon DynamoDB, BigQuery, Chargebee, ClickHouse, Google Pub/Sub, IBM DB2, Kafka, MySQL, and Oracle.
Price: From $25/user/month
Free Trial: Free trial + free demo available
- Very easy to use
- Customizable incentive planning
- Accessibility through mobile and desktop
- Some software lag with high volume downloads
- Limited filtering options
4. Revenue.io - Best for augmenting human intelligence with AI guidance and a focus on Salesforce
This cloud-based sales engagement platform focuses on helping Salesforce users through AI-driven intelligence that provides lead management, performance analysis, and lead prioritization with real-time recommendations.
The main reason this sales performance management solution caught my eye is the guided selling tools that help sales representatives minimize guesswork before, during, and after sales calls. Revenue.io not only provides a prioritized list of leads for sales people to contact, but it also helps you build sales playbooks and provides actionable insights in real-time.
Revenue.io can support organizations of all sizes with a number of use cases, functionalities, and industry-focused solutions. Some top use cases include pipeline generation, sales engagement, and quota attainment. They also cater to financial services, telecommunications, real estate, healthcare, technology, and medical device companies.
Revenue.io Standout Features and Integrations
Features include lead prioritization, conversation recording for analysis, activity and data capture, high-velocity dialing, real-time guidance, AI-powered insights, best practices library, and performance analytics.
Integrations include Gmail, Google Ads, Instagram, LinkedIn for Business, Meta for Business, Microsoft Outlook, Salesforce Sales Cloud, Twitter, and Zoom Meetings.
Price: From $95/month
Free Trial: Free trial + free demo available
- All-in-one call center and SPM platform
- Easy to learn and use
- Personalized dashboards for agents
- No app version
- No callback feature
5. Groove - Best for relationship-based sales at companies that use Salesforce
As the only sales performance management market leader that is Salesforce-native, Groove provides support to your sales strategy by eliminating data latency and sync errors, providing customizable UI for a wide variety of workflows and use cases, and working with custom data models and subjects.
In addition to its integration with Salesforce, Groove also offers other unique tools to promote sales performance and productivity, like AI-informed coaching to improve team performance and build better customer relationships. With their Intelligence insights, managers can identify pain points and coaching opportunities with call transcription and review.
Groove is designed to support businesses of all sizes across a variety of industries, including business services, healthcare, biotech, higher education, and real estate.
Groove Standout Features and Integrations
Features include email platform integration tracking open rates and link activity, task management, email automation and tracking, CRM software integrations, content management, workflow management, and workflow performance optimization.
Integrations include GitHub, HubSpot, Mailchimp, Meta for Business, Shopify, Slack, Stripe, Trello, WordPress, Zapier, and Zoho CRM.
Price: From $50/user/month
Free Trial: Free demo available
- Automation tools for outreach
- Great customer support
- Custom prioritization for agents
- Limitations for tying campaigns in Salesforce
- Dependent on internet connectivity
6. CaptivateIQ - Best for getting sales incentives right for sales reps and your bottom line
As an agile commission solution, CaptivateIQ focuses on enabling companies to align their evolving business goals with the needs of their revenue teams by combining flexibility, ease of use, and a powerful calculation engine.
In addition to a great selection of other motivation tools, like a what-if calculator and custom dashboard, CaptivateIQ also provides attainment leaderboards to drive gamification and healthy competition. These leaderboards are designed to inspire teams with out-of-the-box attainment metrics and creative KPIs developed by your management team.
CaptivateIQ supports finance, operations, and sales teams across a variety of industries. They work with businesses of all sizes through a pricing plan that operates on a one-time setup fee, followed by a monthly subscription cost based on the number of payees in your organization.
CaptivateIQ Standout Features and Integrations
Features include custom incentive plan creation, no-code platform, automation software, commission estimator, dispute management, plan documents and agreements, mobile app, user support, quote assignments and management, and comp modeling.
Integrations include ADP Workforce Now, Amazon Redshift, BambooHR, BigQuery, HubSpot, Microsoft Dynamics CRM, Netsuite, Oracle Database, PostgreSQL, and Workday.
Price: Pricing upon request
Free Trial: Free demo available
- Familiar, tubular interface
- Simplified commission calculation
- Intuitive navigation
- Slow data sync
- Onboarding takes about a month
7. Mindtickle - Best for integrated sales enablement, onboarding, and training
Mindtickle is a learning and sales management platform with a focus on enhancing key learning skills, growing careers, and coaching sales reps while monitoring their progress through content interactions and custom learning experiences.
One of the unique tools offered by Mindtickle is the Ideal Rep Profile, which allows users to build a profile of the perfect salesperson for their company based on common skills and competencies, product knowledge, competitive spirit, value articulation, and learning behaviors. You can use these metrics to track current rep success or help narrow the field when hiring new reps.
Mindtickle has many use cases, like sales onboarding, partner enablement, sales training, and manager-led coaching, that allow large enterprises to create cohesive training across the entire organization to ensure ideal sales behavior and rep performance.
Mindtickle Standout Features and Integrations
Features include sales enablement and training, sales coaching, sales content management, Readiness Index that tracks rep behaviors, Ideal Rep Profile, conversational intelligence, sales forecasting, digital sales room, dashboards, and analytics.
Integrations include Active Directory, BambooHR, Box, Google, IBM Cloud, Khan Academy, Seismic, Slideshare, Workday, and YouTube. Mindtickle promotes a hybrid approach with an in-house integration service, as well as an OEM-sourced iPaaS.
Price: From $30/month with a variable one-time implementation fee
Free Trial: Free demo available
- Flexibility to support almost any program
- Creative gamification features
- Easy to use
- Some features require heavy support and guidance
- Limited call AI functionality
8. SalesScreen - Best for gamification through psychological drivers
As a sales performance software with a focus on gamification and visualization, SalesScreen treats your business like a multiplayer game — asking you to carefully evaluate and motivate those on your team through peer-to-peer recognition, custom competitions, and collaborative work-life experiences. They help businesses categorize their sales reps and motivate them based on their psychology.
The customized approach to motivation is what I think is one of SalesScreen’s biggest pros. They offer profiles on each type of employee, like Achiever, Explorer, and Killer, to show managers what best motivates them and provide more encouragement for engagement and success. Some recommendations include niche badges, in-game achievements, social feeds, and leaderboards.
SalesScreen hopes to instill accountability and reinforce good behavior for employees in organizations of all sizes through gamification, coaching, and recognition tools. They’ve worked with companies in financial services, healthcare, insurance, and retail verticals.
SalesScreen Standout Features and Integrations
Features include gamification tools like leaderboards, brackets, dice roll, giftswap, team vs. team, and wheel of fortune competitions; coaching tools with scorecards, session scheduling, peer review, and question of the week; and recognition tools like success visualization, badges, and public endorsements.
Integrations include HubSpot, LeadDesk, Pipedrive, Podio, Salesforce Sales Cloud, Salesloft, SugarCRM, Zapier, Zendesk Suite, and Zoho CRM.
Price: From $15/user/month
Free Trial: Free demo available
- Reinforces real-time sales metrics
- Versatile gamification to suit personalities
- Customizable data visualization
- Single time-period goal setting
- No breakout team or location-specific feeds
9. Weflow - Best for improving sales pipeline management through better Salesforce hygiene
As an organizational tool with a focus on Salesforce, Weflow strives to help businesses consolidate their sales pipeline management and activity tracking from one unified workspace to ensure better Salesforce hygiene.
Their main feature enables enhanced Salesforce data syncing with a consolidated, spreadsheet-like solution. Instead of changing each variable individually in the Salesforce app, users can edit custom and standard fields in one window, including close dates, next steps, amounts, and stages, for added pipeline visibility and forecasting accuracy.
Weflow supports solutions for freelancers and individuals, teams, and large organizations with three unique tiers. One of these is a completely free version that can still accommodate up to five users who want to work with Salesforce using fewer clicks and open tabs.
Weflow Standout Features and Integrations
Features include automated tracking, email logging, process compliance, handovers, weekly sales meeting, pipeline reviews, note taking, Kanban boards, auto-sync to Salesforce, task management, pipeline management, and deal and account execution.
Integrations include Google Workspace, MS 365, and Salesforce.
Price: From $39/user/month (billed annually)
Free Trial: Free plan available
- Supports frictionless workflows
- Supports multiple workflow styles
- Ambient Salesforce interface
- Limited browser extension offerings
- Limited batch edit features
10. Ambition - Best for building, scaling, and optimizing processes from the bottom up
Ambition is sales performance management software that provides reps with an insightful snapshot of how they’re performing and delivers managers actionable metrics of seller performance in order to implement individual and company-wide improvements at scale.
In addition to sales gamification and performance intelligence, Ambition also provides comprehensive coaching orchestration to deliver defined coaching programs that fit into your workflow. These programs may include templated check-ins, one-on-one guidance, and follow-up action plans to create more consistent coaching, which they claim can improve rep retention by up to 25%.
Ambition is specifically designed with enterprise organizations in mind. They offer separate plans for each of their services, including gamification, coaching, and their full platform experience.
Ambition Standout Features and Integrations
Features include sales TVs, competition engine, metric dashboards, accolades, scorecards, alerts, check-ins, coaching insights, action plans, programs, Salesforce hierarchy, utilization reports, and custom permissions.
Integrations include Chorus, Conquer, Gong, Microsoft Teams, RingDNA, Salesforce, Seismic, Slack, TV, Velocify, and Webex.
Price: From $750/month (billed annually)
Free Trial: Free demo available
- User-friendly interface
- Visually measures growth and progress
- Very interactive tool
- Some unique navigation choices
- Too many filter options
Here are a few more worthwhile options that didn’t make the best sales performance management software list:
- SalesHood - Best sales enablement and performance platform that focuses on productivity
- Scratchpad - Best sales performance platform that provides more insight in one centralized space
- SalesRabbit - Best performance tool for door-to-door tracking and lead management for field sales
- Kixie PowerCall & SMS - Best cloud-based tool for automated communication and follow-up
- Varicent - Best performance platform for creating territory plans and identifying missed pipeline opportunities
- Mixmax - Best sales platform for converting prospects through email communication for freelancers and small businesses
- SPOTIO - Best field sales software that manages operations through comprehensive route optimization
- Spinify - Best sales performance platform that prioritizes sales team engagement through gamification
How I Selected the Best Sales Performance Management Software
Anyone wondering how I managed to narrow down all of the sales performance management options out there to a list of just ten will find the answers here. When I first started gathering information on this list, I selected only those platforms with the highest user ratings. I then compared these top options to one another using specific selection criteria.
My selection criteria allowed me to see how each one of these platforms stacked up against one another in a more concrete way. Finally, I drew on my years of revenue operations experience to pinpoint the features that added the most value. Check out my selection criteria below for a more complete breakdown of my process.
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best sales performance management software for this article:
For this list, I prioritized those sales performance management software tools that ensured a positive user experience and seemed relatively easy to implement. Some usability features that caught my attention were intuitive navigation, native chat and collaboration functionality, and customizable solutions based on industry or business size.
There are several core functionalities of any sales performance management software, but many tools go above and beyond to ensure automation that frees up employee time and simplified workflow integration that allows the tool to ease into any part of your existing processes.
I highlighted a standout feature for each tool in the summary, but there are many more that could help your company thrive. If you’re looking specifically for automation, check out this list of the best sales automation software.
I know that sales performance management software isn’t the only digital tool you’re using to encourage growth and success in your organization, so I chose platforms designed to integrate with whatever you’re already using. Whether it’s native integrations or connections through Zapier, most of the options on this list offer versatility for your existing solutions.
Many sales performance management tools are focused on providing value to as many types of businesses as possible with tiered plans and customizable options. Only the most flexible platforms with transparent pricing were able to make the list. In each summary, I highlighted the tool’s best use case and pricing to help you find the right fit.
What is sales performance management software?
Sales performance management software is similar to sales incentive compensation management tools (ICM) because they’re both meant to educate and motivate your salespeople to achieve KPIs, goals, and metrics. Many SPM solutions include ICM capabilities but with a broader range of functionality to satisfy added analytics and tracking needs.
What are the benefits of sales performance management software?
If you’re wondering why you should set up sales performance management as part of your process, you’ll enjoy a number of benefits, including:
- Increased visibility to determine the most successful sales approaches and practices
- Enhanced motivation and engagement from sales reps, as you reward successes
- Optimized territory and quota assignments that drive more growth
- Accurate incentive and compensation planning that’s based on performance
- Better sales planning that aligns more closely with KPIs and sales targets
What are the key features of sales performance management software?
There are several key features and tools that ensure you’re using the best sales performance management software, but you should focus on the functionality they deliver, including:
- Advanced analytics, reporting, and insights on company activity
- Team-based and individual performance tracking for better training
- Territory management that delivers balanced responsibilities
- Incentive compensation management to encourage best practices
- Process automation that frees salespeople from manual tasks
Other Sales Management Software Reviews
Here are a few other tools that may pique your interest.
Find The Support You Need
In addition to the top sales performance management software, I have similar articles that highlight other powerful tools that accelerate and drive revenue growth. For more information on other sales tools, check out a few other articles, including:
- 10 Best Sales Forecasting Software of 2023
- 10 Best Sales Podcasts All Sales Reps Need To Know
- 10 Best Sales Reporting Software In 2023
For other updated advice on the trends in your niche, you can subscribe to The RevOps newsletter. Enjoy weekly updates from the experts that rev up your revenue operations.