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.
To qualify for inclusion in the Sales Analytics category, a product must:
- Automate and visualize sales pipelines, with customizable stages, risk factors, and scoring methods
- Report on the performance of salespeople, products, methods, and other available data
- Forecast sales numbers based on pipeline factors
Sales Analytics Software Grid® Overview
The best Sales Analytics Software products are determined by customer satisfaction (based on user reviews) and scale (based on market share, vendor size, and social impact) and placed into four categories on the Grid®:
- Products in the Leader quadrant are rated highly by G2 Crowd users and have substantial Market Presence scores. Leaders include: Oracle Sales Analytics, Tableau Desktop, InsightSquared, Datahug, Aviso, sales-i, Clari, and InsideSales.com Predictive Playbooks
- High Performers are highly rated by their users, but have not yet achieved the market share and scale of the Leaders. High Performers include: TopOPPS and Upsales Sales and Marketing Platform
- Contenders have significant Market Presence and resources, but have received below average user Satisfaction ratings or have not yet received a sufficient number of reviews to validate the solution. Contenders include: Looker and Infusionsoft Analytics
- Niche solutions do not have the Market Presence of the Leaders. They may have been rated positively on customer Satisfaction, but have not yet received enough reviews to validate them. Niche products include: FunnelSource, Azurepath, VisualizeROI, Zilliant IQ, and BrightTarget
