Best Revenue Operations Software To Optimize Your Sales Process

Best Revenue Operations Software
Field Sales Account Management

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Is your sales strategy leaving money on the table? These days, fine-tuning your sales approach isn’t just “a good idea”—it’s absolutely essential to your company’s success.

But here’s the catch: without a streamlined process, even the best strategy will fall flat. That’s where revenue operations software comes into play. This powerful tool aligns your sales, marketing, and customer success teams to make sure nothing slips through the cracks.

But not all software is created equal. So, how do you choose the right tool for your team?

In this article, we’ll explain what revenue operations software is, what to look for in this kind of solution, and 24 apps to consider. Get ready to turn missed revenue into realized profit!

 

What Is Revenue Operations Software?

Revenue operations software serves as a centralized hub for all sales-related activities.

Think of it as the command center for marketing, sales, and customer support teams, enabling each of them to work towards common business goals in their own unique ways.

In other words, revenue operations software, sometimes referred to as RevOps software, breaks down silos and ensures that data flows seamlessly across departments. This creates alignment between teams, which elevates every aspect of the overarching sales process.

While every RevOps software is different, the best ones offer top-level features for:

  • Lead generation
  • Sales automation
  • Deal scoring
  • Analytics and Reporting
  • Customer Retention

The question you have to answer for yourself is, “What’s the best revenue operations software for our specific company and its goals?” Let’s talk about that…

 

Key Features of the Best Revenue Operations Software

So, how do you choose the right revenue operations software for your business? That’s easy: just look for the three things below. Doing so will help you narrow down potential options.

 

Integrated Data and Analytics

When it comes to RevOps software, integrated data and analytics are essential.

You want a tool that automatically combines information from your company’s CRM, ERP, and other tools into one, easy to understand dashboard. Imagine how much easier your job will be when you can see lead gen data, customer interactions, and financial metrics at a glance.

Way easier, right? That’s because you’ll understand how customer behaviors impact sales performance and can make more informed decisions regarding your sales strategy. Win!

 

Advanced Automation

The best revenue operations software includes automation tools.

It makes sense when you think about it. Automation will streamline a variety of tasks for your team, from setting prices to processing orders to running sales forecasting reports.

But it’s not only about saving time—though that’s a huge benefit. It’s about improving accuracy. Software programs don’t make data entry errors like humans do. Your company will connect with more prospects, make more sales, and deliver a better customer experience when it has access to accurate data. You’ll also avoid compliance issues that could harm profitability.

 

Scalability and Flexibility

Finally, choose a RevOps software that will scale with your company.

If you don’t, you’ll probably experience inefficiencies, less-than-ideal customer satisfaction scores, and missed opportunities down the line. Why wouldn’t you? Your company would be trying to accomplish tasks that its current tech stack isn’t equipped to handle.

Also worth mentioning, RevOps tools that scale will help you avoid researching, purchasing, and learning to use new software in the future—all of which waste time and resources.

 

Best Revenue Operations Software

Now that you know what to look for in revenue operations software, let’s talk about specific tools that fit the bill. Here are 24 apps you should consider investing in for RevOps purposes:

 

Revenue Intelligence

Gong

Gong

G2 Rating: 4.7 stars / 5,848 reviews

Best for: Detailed sales insights

Gong is a leader in the revenue intelligence space. The popular tool uses AI to analyze sales interactions, which helps teams understand what drives the most successful outcomes.

Top Features:

  • Conversation Analysis: Study sales calls to identify top-performing strategies
  • Deal Intelligence: Pinpoint at-risk deals and get guidance to minimize lost sales
  • Sales Forecasting: Accurately predict how many deals you’ll close in X amount of time
  • Performance Dashboards: Visualize key metrics to track progress and performance
  • Integration: Seamlessly connect to your company’s tech stack to ensure data flow

Note: At SPOTIO, we put our words into action. That’s why we use Gong internally for revenue intelligence. By analyzing our own sales interactions with Gong’s AI-powered platform, we continuously refine our strategies to drive better results. This hands-on experience with leading RevOps software not only boosts our performance but also informs the features we build into

Chorus

Chorus

G2 Rating: 4.5 stars / 2,960 reviews

Best for: Analyzing sales conversations

With Chorus, a Zoominfo product, sales teams can easily analyze phone calls, emails, and other sales interactions to surface valuable customer information and drive more revenue.

Top Features:

  • Call Recording: Record and transcribe calls to understand customers
  • Sales Enablement: Identify winning behaviors that lead to more sales
  • Pipeline Visibility: Provides a bird’s-eye view of sales pipeline’s health
  • Coaching Insights: Deliver targeted feedback to reps to improve performance

People.ai

People.ai

G2 Rating: 4.4 stars / 462 reviews
Best for: AI-patented technology

People.ai was designed to capture and organize data across sales activities. As such, this RevOps software will give you a holistic understanding of your sales department.

Top Features:

  • Activity Capture: Automate data entry by logging emails, calls, and meetings
  • Predictive Analytics: Forecast future sales based on current trends
  • Sales Productivity: Pinpoint unproductive activities and optimize workflows
  • Account Insights: Deliver detailed account information to drive better engagement

 

Sales Forecasting

Sales forecasting software uses real-time data to predict future sales outcomes with a high degree of accuracy. That way you can make better business decisions—and make them with confidence. Are you ready to hire a new sales rep? Invest in a new piece of software? Implement a field sales strategy? Sales forecasting software will help you find the answers.

InsightSquared

G2 Rating: N/A
Best for: Simplified sales forecasting

InsightSquared gives users easy access to sales forecasting technology. Simply fire up the tool and study 350 out-of-the-box reports—no coding skills or advanced knowledge required.

Top Features:

  • Visual Reporting: Convert complex data into simple visual reports
  • AI Forecasting: Utilize AI to produce more accurate sales forecasts
  • Sales Funnel Analysis: Break down each stage of the funnel for better clarity
  • Custom Dashboards: Enjoy customizations to focus on metrics that matter most

Clari

Clari

G2 Rating: 4.6 stars / 5,333 reviews
Best for: Multiple revenue models

The Clari platform is engineered to enhance forecasting accuracy and improve win rates efficiently. Just as important, it can be used no matter what revenue model your company uses. Sell individual products? What about subscriptions? Clari can help predict future sales.

Top Features:

  • Predictive Insights: Get data on deal trends and potential risks
  • Pipeline Management: See a comprehensive view of pipeline status
  • Automated Updates: Reduce manual forecasting efforts through automation
  • Deal Momentum Tracking: Track deal progress to ensure steady movement

Forecastio

Forecastio

G2 Rating: 4.8 stars / 6 reviews
Best for: HubSpot users

Are you a big fan of HubSpot? Then you should definitely consider Forecastio, which was specifically crafted to help HubSpot users manage sales performance for their teams.

Top Features:

  • Real-Time Updates: Keep your forecasts fresh with live data integration
  • Scenario Planning: Model different sales situations to evaluate outcomes
  • Data Enrichment: Enhance data to improve forecast depth and accuracy
  • Interactive Reports: View interactive reports for deeper data exploration

 

Sales Engagement

Sales engagement tools bridge the gap between reps and prospects by making sure each interaction is meaningful. Ultimately, these tools lead to more sales in less time.

SPOTIO

SPOTIO

G2 Rating: 4.5 stars / 356 reviews
Best for: Field sales teams

SPOTIO is the industry-leading sales engagement tool for field sales teams. Use it to generate leads, build relationships with prospects, close deals, run reports, and way more.

Top Features:

  • Lead Generation: Quickly find quality leads for your sales department
  • Territory Management: Easily cut and manage effective sales territories
  • Route Planning: Automatically plan efficient routes between leads and track mileage
  • Customer Communication: Schedule emails and texts to stay in touch with customers
  • Task Automation: Automate data entry tasks to increase productivity by up to 46%
  • Sales Tracking: Get a full view of your pipeline to see what works and what doesn’t
  • Detailed Reporting: Run sales reports using only the metrics and KPIs you care about
  • Mobile Optimization: Access the SPOTIO app on any internet-ready device
  • Top Integrations: Connect SPOTIO to Salesforce, HubSpot, and other popular tools

Outreach

Outreach

G2 Rating: 4.3 stars / 3,415 reviews
Best for: Boosting close rates

Outreach was created for one reason: to help sales teams increase their close rates and drive more revenue. Outreach accomplishes this goal with a host of well-designed features.

Top Features:

  • Pipeline Management: Study the health of your sales pipeline to close more deals
  • Sales Engagement: Automate prospecting workflows to generate higher-quality leads
  • Sales Forecasting: Use data to generate accurate sales forecasts in less time

Salesloft

Salesloft

G2 Rating: 4.5 stars / 4,022 reviews
Best for: Sustainable revenue growth

Looking to grow and sustain company revenue? Salesloft‘s AI-powered feature set is equipped to help companies nurture prospects, close deals, and forecast future results with speed.

Top Features:

  • Cadence Management: Create streamlined communication sequences
  • Email Tracking: Track open rates and other important engagement statistics
  • Personalization Abilities: Access features to personalize outreach programs at scale
  • Integration Options: Easily integrate Salesloft with existing tools to enrich workflows

 

CRM and Pipeline Management

Customer Relationship Management (CRM) and pipeline management tools are the backbone of every sales operation. Whether you want to track leads, nurture relationships, or manage deals, you can do it with one of these apps. Here are three of the best in the business:

Salesforce

Salesforce sales CRM

G2 Rating: 4.3 stars / 400 reviews
Best for: Enterprise organizations

Salesforce is one of the biggest names in CRM. Why is it so popular? Because it gives users access to top-level features they can use to drive revenue. (Note: The Salesforce CRM Analytics platform that we talk about below was formerly known as Tableau CRM.)

Top Features:

  • Pipeline Management: Identify and remove risks to your team’s pipeline
  • Sales Forecasts: Understand team performance to better predict future sales
  • Artificial Intelligence: Use AI to gain insights about your sales process and customers
  • In-Depth Analytics: View the data that matters—from Salesforce and connected apps

HubSpot Operations Hub

HubSpot Operations Hub

G2 Rating: 4.5 stars / 408 reviews
Best for: Large companies

If you’re looking for an intuitive CRM, look no further. HubSpot Operations Hub combines ease of use with quality features to help sales teams close more deals and improve revenue.

Top Features:

  • Data Sync: Keep your apps and data in sync—no coding required
  • Automation: Streamline manual and repetitive tasks to boost productivity
  • Team Management: Give every team member access to the right assets
  • Reporting: Enable real-time data sharing to uncover key insights for your reports

Pipedrive

Pipedrive

G2 Rating: 4.3 stars / 1995 reviews
Best for: Small businesses

Pipedrive helps small businesses organize their sales processes and connect with more customers. The tool’s visual nature is a big reason for its success.

Top Features:

  • Visual Sales Pipelines: Get a clear, visual layout of the sales process
  • Standard Automation: Automate everything from data entry to email marketing
  • Insights and Reporting: Learn key insights from eye-catching analytics reports
  • Integration Friendly: Connect Pipedrive to more than 400 other sales tools

 

Marketing Automation and Attribution

Marketing automation and attribution software are important. Once you add these valuable tools to your company’s tech stack, you’ll be able to simplify marketing processes and understand which of your marketing efforts drive results. This is essential if you want to increase revenue.

6sense

6sense

G2 Rating: 4 stars / 433 reviews
Best for: Quality lead generation

6sense gives users details about market trends and opportunities. That way they can target accounts more effectively, boost their close rates, and earn more green for their organizations.

Top Features:

  • Account Identification: Match anonymous and known buyer behavior to accounts
  • Segmentation Options: Create different audience across different channels for analysis
  • Predictive Analytics: Use AI to determine the best times to engage with new prospects
  • Conversational Email: Craft personalized sales emails in seconds with AI technology

Demandbase

Demandbase

G2 Rating: 4.3 stars / 1,623 reviews
Best for: Connecting marketing and sales efforts

Demandbase aims to bridge the gap between marketing and sales through robust data and insights. It does this by providing users with an extremely useful feature set.

Top Features:

  • Account Discovery: Pinpoint top accounts and when they’re most likely to buy
  • True Personalization: Create custom website experiences for every customer
  • Full Circle Automation: Automate many aspects of your marketing and sales efforts
  • Deep Analytics: Measure engagement metrics across accounts and buying groups

Marketo Engage

Marketo Engage

G2 Rating: 4.1 stars / 2,524 reviews
Best for: Join marketing and sales teams

Adobe Marketo Engage is a comprehensive suite of tools that you can use to automate marketing tasks and measure attribution. The result? You’ll always know what’s working.

Top Features:

  • Marketing Automation: Use AI to build audience segments, send emails, and more
  • Account-Based Process: Find the right accounts, then contact them at the right times
  • Email Marketing: Use the intuitive visual editor to craft amazing emails that convert
  • Attribution Tools: Understand which marketing actions lead to desired results

 

Data Enrichment and Management

Good data hygiene can mean the difference between a successful sale and a missed opportunity. Data enrichment and management platforms give sellers the information they need, when they need it. That way they can capitalize on more opportunities every day.

Clearbit

Clearbit

G2 Rating: 4.4 stars / 625 reviews
Best for: Informing your sales strategy

Clearbit excels at transforming data into actionable insights. The platform is designed to enhance your contact and account data, ultimately helping your sales team work smarter.

Top Features:

  • Real-time Enrichment: Automatically update your customer database with new data
  • Accurate Lead Scoring: Know which leads are worth your reps’ time and which aren’t
  • Seamless Integration: Connect to popular apps like Salesforce, HubSpot, and more

Apollo.io

Apollo

G2 Rating: 4.8 stars / 7,314 reviews
Best for: Sales prospecting tasks

Apollo.io is all about combining the lead generation and lead engagement processes. Basically, use the platform to source contact information and start conversations with potential customers.

Top Features:

  • Lead Generation: Access a robust database of contacts to source prospects
  • Lead Scoring: Reach out to the right leads at the right times to supercharge success
  • Automated Workflows: Streamline your outreach to connect with more leads faster
  • Engagement Insights: Study in-depth analytics to refine your sales strategies
  • CRM Integration: Easily connect Apollo to your CRM to ensure accurate data sync

Syncari

Syncari

G2 Rating: 4.8 stars / 42 reviews
Best for: Data enrichment

Syncari brings a unified approach to data management. Put simply, when you use Syncari, you can trust that your sales data will be accurate and reliable. This will lead to better decisions.

Top Features:

  • Sync: Integrate your data across as many systems as you need
  • Unify: Establish a unified model to normalize the data in your systems
  • Govern: Apply a governance framework to ensure data integrity and security
  • Activate: Automate business processes using the data at your fingertips

 

Revenue Optimization Tools

Revenue optimization tools are designed to help companies analyze data, streamline processes, and pinpoint revenue-generating opportunities. An investment in this kind of software will help your team increase sales, cut waste, and otherwise ensure profitability.

Fullcast

Fullcast

G2 Rating: 4.3 stars / 40 reviews
Best for: Sales team management tasks

Fullcast “empowers go-to-market teams to deliver superior outcomes through proprietary solutions powered by AI”. Sounds great, right? Here’s what the tool can actually do…

Top Features:

  • Capacity Planning: Define roles, understand needs, and assign tasks effectively
  • Territory Design: Build balanced territories that increase your reps’ results
  • Quota Deployment: Set reachable quotas that drive company-wide success
  • Lead Routing: Make sure the right leads get to the right salespeople every time

Breadcrumbs

Breadcrumbs

G2 Rating: 4.3 stars / 23 reviews
Best for: Enterprise-grade lead scoring

Want to know which leads to focus on? Breadcrumbs will help you and/or your sales reps prioritize the right leads, which will almost certainly help you improve your revenue numbers.

Top Features:

  • Lead Scoring: Automatically compare leads to your ICP to increase conversions
  • Insightful Analytics: Study existing data points to understand what drives revenue
  • Custom Scoring Models: Unlock new revenue opportunities based on real-time data

Weflow

Weflow

G2 Rating: 4.7 stars / 90 reviews
Best for: Updating your spreadsheet-based sales system

If you’re tired of spreadsheets, you need Weflow. This tool will help you capture sales activities, manage pipeline, and forecast sales from an intuitive dashboard—no spreadsheets!

Top Features:

  • Activity Capture: Automatically capture sales activities and store them in Salesforce
  • Pipeline Management: Enrich your opportunities with scores, signals, and insights
  • Sales Forecasting: Build an efficient and data-driven sales forecasting process

 

Revenue Analytics

You need to have a firm grasp on revenue analytics to truly optimize your sales strategy. Fortunately, there are software tools that help with this. Here are three solid options:

Attention

Attention.tech

G2 Rating: 5 stars / 15 reviews
Best for: AI sales coaching

Attention uses artificial intelligence to teach users about their sales strategies. Why do some things work, while others fail? Attention will give you the answers to these kinds of questions.

Top Features:

  • Sales Insights: Use AI to study your sales conversations and glean valuable data
  • Sales Training: Receive real-time coaching to improve sales—while talking to leads
  • Team Performance: Track your reps efforts and results to study their improvements

Domo

Domo

G2 Rating: 4.4 stars / 790 reviews
Best for: Visualizing sales data

Domo‘s focus is on transforming the way that businesses manage and visualize data. As such, it’s a great RevOps software for sales teams that want to invest in business intelligence.

Top Features:

  • Data Visualization: Present complex data in an easy-to-understand format
  • Integrated Platform: Combine data from various sources into a single view
  • AI-powered Filters: Create customized filters for more precise data analysis

Aviso

Aviso

G2 Rating: 4.4 stars / 770 reviews
Best for: One-size-fits-all revenue intelligence

The Aviso platform covers most aspects of the revenue operations process. Because of this, companies that want a single RevOps software to increase revenue should take notice.

Top Features:

  • Conversation Intelligence: Use AI to study your sales efforts and improve them
  • Pipeline Management: Assess pipeline quality and health to inform your decisions
  • Performance Analysis: Understand which sales activities lead to desired results
  • Sales Forecasting: Generate accurate sales forecasts to guide your sales strategy
  • Revenue Reporting: Generate and analyze hundreds of revenue-related reports

 

Enhance Your Revenue Strategy With Top Software Solutions

Investing in the best revenue operations software is crucial for businesses aiming to streamline their processes and boost revenue. By choosing the right RevOps software, you position your company for sustained success. These tools not only centralize data and streamline processes but also empower sales managers to craft sharper, more effective strategies.

By bridging gaps and enhancing communication between departments, revenue operations software elevates performance on a company-wide level. Whether you’re focusing on sales engagement, analytics, or customer retention, selecting the best RevOps software tailored to your needs is a strategic move that can transform your sales strategy.

If you’re in the field sales game, SPOTIO is the RevOps software you’ve been waiting for. Our platform is packed with features designed to help you connect with more leads, optimize your routes, and close deals faster. With SPOTIO, you’re not just choosing a tool—you’re investing in the best revenue operations software to elevate your team’s performance. Request a demo today and see how SPOTIO can transform your field sales operations to achieve more.