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Revenue Intelligence (Transitioning to Revenue Action Orchestration)

Revenue Intelligence (Transitioning to Revenue Action Orchestration) Reviews and Ratings

What are Revenue Intelligence?

Gartner defines revenue intelligence as applications that provide sellers and managers with deeper visibility into customer interactions and seller activity. This information forms the basis for enhanced insights into deal progress, guided selling, pipeline analytics and sales forecasting. Predominantly used by B2B sales organizations, revenue intelligence improves seller effectiveness by reducing the burden of CRM data entry and guiding sellers on how to best engage with customers. Revenue intelligence uses AI and advanced analytics to amplify the value of commercial data, accelerate sales cycles and increase success rates at all stages of the revenue process.

Revenue organizations sometimes find that traditional sales force automation (SFA) implementations require their sellers to invest too much time on data management and don’t provide enough insight to sellers and managers to materially boost productivity. Revenue intelligence offers capabilities that address these two challenges.

Revenue intelligence applications can reduce the time sellers spend on data management by:

Automatically identifying customer interactions, including emails, meetings, chats and web calls

Associating these interactions with the appropriate account, contact, lead or opportunity in SFA

Logging the interactions on the seller’s behalf.

Some revenue intelligence applications also offer conversation intelligence to capture and analyze these interactions and provide insights on deal progress or seller performance.

Revenue intelligence can boost seller productivity by providing AI-guided selling based on account characteristics and interaction history at the opportunity level. Many revenue intelligence applications offer a seller action queue that reduces the burden of daily planning and task prioritization. These applications also improve manager productivity: Insights from activity history and conversation intelligence make it easier for managers to navigate large volumes of data to coach sellers and submit accurate forecasts.

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Logo of Clari

Clari

By Clari

4.7
(518 Ratings)

Clari’s Enterprise Revenue Orchestration platform delivers Revenue Context to Run Revenue – running AI and agents at enterprise scale. 

The Clari Revenue Orchestration Platform leverages all structured and unstructured data from every human- and machine-generated revenue interaction into a single, time-series data model, managing over $5 trillion in revenue for global enterprises.

Thousands of sales, marketing, and customer success teams at leading companies use Clari’s insights to improve win rates, prevent slipped deals, forecast with accuracy, and boost the productivity of all revenue-critical employees.

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Gong

By Gong

4.7
(188 Ratings)

Gong is a software designed to analyze customer interactions across phone calls, web conferences and emails, providing insights to sales teams and customer-facing organizations. The software uses conversation intelligence technology to capture and process communications, enabling users to track deal progress, assess sales messaging effectiveness and identify key trends in customer engagement. Gong facilitates coaching by highlighting opportunities for improvement and flagging risks in sales pipelines. It integrates with customer relationship management systems and various collaboration platforms to streamline workflow and data accessibility. Businesses use this software to optimize sales strategies, improve team performance and enhance decision-making based on data-driven analysis of past interactions.

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Logo of Salesloft

Salesloft

By Salesloft

4.6
(83 Ratings)

Salesloft is a software designed to streamline sales engagement processes for teams by providing tools to facilitate communication, tracking, and workflow management. The software helps users manage customer interactions through automated email sequencing, phone dialing, and social engagement features, enabling consistency and efficiency in outreach efforts. It offers analytics and reporting capabilities that allow businesses to assess the effectiveness of sales activities and strategies. Salesloft integrates with various customer relationship management platforms, supporting the synchronization of contact and activity data. The software aims to address challenges in sales productivity and visibility, supporting users to organize, automate, and analyze engagement tasks for improved forecasting and alignment with business objectives.

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Logo of Chorus

Chorus

By ZoomInfo

3.8
(13 Ratings)

Chorus is a conversation analytics and sales enablement software that records, transcribes, and analyzes sales calls and meetings to provide insights into customer interactions. The software offers features such as call recording, automatic transcription, and AI-driven analysis to identify key topics, track deal progress, and monitor sales performance. Teams can use Chorus to assess communication patterns, understand customer needs, and improve training processes. By generating data-driven insights, the software supports sales organizations in optimizing strategies, increasing productivity, and addressing common challenges in client engagement and deal management.

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Logo of Revenue.io

Revenue.io

By Revenue.io

4.9
(10 Ratings)

Revenue.io is a software designed to enhance sales engagement and productivity through tools that facilitate inbound and outbound communications. The software offers features such as real-time conversation guidance, automated call logging, and performance analytics. It integrates with customer relationship management platforms to deliver context-driven insights during sales calls and meetings. Revenue.io streamlines workflows by enabling voice, SMS, and email communications directly within sales teams existing platforms. The software aims to resolve business challenges related to sales efficiency, coaching, and data-driven decision-making by providing actionable intelligence and automating repetitive tasks.

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Logo of Revenue Grid

Revenue Grid

By Revenue Grid

4.3
(8 Ratings)

Revenue Grid is a sales engagement software that provides tools for managing customer interactions and sales processes. The software offers features such as guided selling, revenue intelligence, and activity capture, designed to help sales teams automate workflows and gain insights into sales performance. Revenue Grid integrates with customer relationship management platforms to collect data, track communications, and deliver actionable analytics. By centralizing sales data and monitoring activities, the software aims to address challenges related to sales forecasting, pipeline visibility, and productivity for businesses seeking to improve their sales operations.

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Logo of Outreach Sales Execution Platform

Outreach Sales Execution Platform

By Outreach

3.9
(4 Ratings)

Outreach Sales Execution Platform is a software designed to assist sales teams in managing and optimizing their sales processes. The software provides tools for activity tracking, pipeline management, and workflow automation. It enables sales representatives to organize communications, schedule meetings, and monitor engagement with prospects and customers. The platform offers analytics and reporting features to help identify areas for improvement and track performance metrics. By centralizing communication and automating repetitive tasks, the software aims to improve efficiency in sales operations and support decision making through data-driven insights. The software addresses challenges related to manual sales processes, fragmented communication, and limited visibility into sales performance.

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InsightSquared

By InsightSquared

3.6
(3 Ratings)

InsightSquared is a software designed to provide revenue intelligence and analytics for businesses by transforming data from sources such as customer relationship management systems into actionable insights. The software delivers reporting and forecasting capabilities that allow organizations to analyze sales activities, track pipeline health, and monitor performance against goals. InsightSquared supports decision-making by offering dashboards and visualizations that highlight key business metrics and trends. The software aims to address challenges in sales management and operations by helping teams understand their performance, identify opportunities for improvement, and optimize resource allocation. InsightSquared integrates with popular CRM platforms to automate data collection and help businesses identify patterns that impact revenue outcomes.

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Aviso

By Aviso

4.5
(2 Ratings)

Aviso is a software designed to assist revenue teams with forecasting, pipeline management, and sales operations. The software uses artificial intelligence to analyze sales data, providing predictive insights and recommendations that help organizations improve deal execution and forecast accuracy. Aviso integrates with customer relationship management systems and other business tools to centralize sales data, enabling teams to reduce manual data entry and assess risk in pipeline opportunities. The software supports collaboration and data-driven decision-making, allowing users to track progress toward sales targets and identify areas for improvement. Aviso aims to address business challenges related to sales forecasting and resource prioritization by delivering actionable analytics and workflow automation for sales and revenue operations.

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Logo of People.ai

People.ai

By People.ai

4
(2 Ratings)

People.ai is a software designed to enhance sales and revenue operations by leveraging artificial intelligence to capture, manage, and analyze data from various customer interactions. The software automates the process of tracking activities such as emails, meetings, and calls, integrating with existing CRM systems to ensure accurate and up-to-date information. People.ai provides insights into sales performance by mapping engagement across accounts and identifying patterns that can inform business strategies. The software aims to address challenges related to data entry, account visibility, and forecasting accuracy in sales processes, supporting organizations in optimizing productivity and decision-making across their revenue teams.

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180ops

By 180ops

180ops is a software designed to streamline the management of business operations by integrating various sales processes and workflows into a unified platform. The software provides tools for sales performance tracking, goal setting, and workflow automation, enabling organizations to monitor activities and outcomes efficiently. It offers visibility into pipeline metrics and supports user engagement through dashboards and reporting features. By automating repetitive tasks and centralizing data, the software aims to reduce manual effort and improve decision making for businesses seeking to enhance operational efficiency across sales teams.

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Logo of Altify

Altify

By Altify

Altify is a software designed to support sales organizations by enabling effective account planning and opportunity management. The software provides tools that help sales teams identify key stakeholders, define customer objectives, map out relationships, and manage pipelines. Altify offers a structured approach to sales processes, supporting users in understanding customer needs, tracking progress, and managing risks. The software integrates with customer relationship management platforms to enhance data visibility and reporting. Altify aims to improve deal qualification, strategic account planning, and sales execution for businesses seeking to refine their sales methodologies and drive consistent results.

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Logo of AskElephant

AskElephant

By AskElephant

AskElephant is a software that provides an agent-based platform designed to automate workflows and tasks within business operations. The software leverages language models to perform tasks such as document analysis, knowledge retrieval, report generation, and customer support automation. It enables users to create custom agents tailored to specific organizational needs, facilitating the integration of large language models with internal data sources and software applications. AskElephant aims to address challenges in repetitive knowledge-based work by streamlining processes and improving task efficiency through automation, while offering tools for workflow orchestration, interaction management, and process customization within various business functions.

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Logo of BoostUp

BoostUp

By BoostUp

BoostUp is a software designed for revenue operations and forecasting. It utilizes data from diverse sources including CRM, emails, and calendars to provide insights into sales pipelines, deal health, and forecasting accuracy. The software offers features such as pipeline management, forecasting analytics, activity capture, and performance tracking. It helps organizations align their sales, marketing, and customer success teams by providing visibility into key metrics and trends. BoostUp addresses business challenges related to sales forecasting accuracy, pipeline transparency, and resource allocation, supporting informed decision-making and risk management in revenue operations.

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Logo of Chief Platform

Chief Platform

By Chief

Chief is a predictive revenue intelligence platform that uses AI and machine learning to help sales organizations forecast outcomes and identify pipeline risk. Chief monitors real-time deal behavior to provide a system of action for CROs, RevOps, and Sales Leaders. Chief integrates directly with CRMs like Salesforce and HubSpot, along with over 300 GTM tools, to analyze activity patterns, stage velocity, and stakeholder engagement. Chief identifies specific behavioral deviations like deal inactivity, stalled velocity, and single-threading. Then it notifies users of these risks and recommends next steps to address them.

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Collective[i]

By Collective[i]

Collective[i] is a software designed to enhance forecasting and sales operations through the application of artificial intelligence and machine learning. The software automates data analysis from various sources to provide insights into sales pipelines, predict revenue outcomes, and identify factors influencing deal velocity. Collective[i] integrates with existing customer relationship management systems and aggregates activity data to deliver recommendations aimed at improving sales productivity, accuracy of forecasts, and visibility into performance trends. The software provides collaborative tools for sales teams to manage workflows, monitor progress, and adjust strategies based on real-time information, aiding organizations in addressing the challenges of inconsistent data and manual reporting processes in sales management.

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Logo of Ebsta

Ebsta

By Ebsta

Ebsta is a software designed to enhance customer relationship management processes by integrating email, calendar, and CRM data. The software provides tools for managing pipeline visibility, forecasting accuracy, and engagement tracking. It enables businesses to analyze interactions across sales cycles, identify trends, and improve decision-making with real-time insights. Ebsta facilitates automated synchronization of communications, helping organizations maintain comprehensive records and reduce manual data entry. The software addresses challenges related to sales performance tracking and activity oversight, supporting teams in optimizing workflows and aligning sales processes with business objectives.

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Logo of Guided Conversational Value Intelligence Platform

Guided Conversational Value Intelligence Platform

By Spotlight.ai

Guided Conversational Value Intelligence Platform is a software designed to support business teams in identifying, quantifying, and communicating the value of enterprise solutions through interactive conversations. The software automates the process of gathering relevant information, analyzing potential outcomes, and generating insights that help organizations articulate the impact of proposed projects or solutions. It offers features such as guided workflows, customizable value frameworks, and integration with sales and enablement systems to increase consistency and efficiency in value assessments. The software assists users in simplifying complex value quantification processes, enabling more informed decision-making and supporting alignment between stakeholders around measurable business objectives.

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Logo of MaxIQ

MaxIQ

By MaxIQ

MaxIQ is a software designed to assist organizations in managing and optimizing cloud infrastructure and resources. The software provides tools for monitoring usage, controlling costs, and ensuring compliance across multiple cloud environments. It enables users to automate workflows, track performance metrics, and implement security policies within cloud setups. MaxIQ addresses the business challenge of maintaining visibility and control over cloud expenditures and resource allocation while supporting operational efficiency and adherence to regulatory requirements. The software facilitates decision-making through real-time analytics and detailed reporting features, supporting IT teams in the oversight and governance of cloud assets.

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Logo of SalesChoice

SalesChoice

By SalesChoice

SalesChoice is a software designed for sales analytics and predictive forecasting. It leverages artificial intelligence and machine learning to analyze sales data, optimize sales processes, and provide insights to support business decision-making. The software assists organizations in identifying sales opportunities, reducing costs related to forecasting errors, and improving pipeline visibility. It automates the assessment of sales activities and supports strategic planning by providing insights into sales performance trends, customer engagements, and win probabilities. SalesChoice is used by sales teams to address challenges in revenue forecasting, sales productivity, and pipeline management, enabling organizations to make data-driven decisions that align with business objectives.

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Features of Revenue Intelligence (Transitioning to Revenue Action Orchestration)

Updated January 2025

Mandatory Features:

  • Compliance — Adheres to data protection laws and industry standards, integrating robust compliance features to secure data handling and build trust, while avoiding legal and financial penalties.

  • Deal scoring — Uses activity information, combined with other deal attributes, to provide insight on overall deal health.

  • AI guided selling — Provides sellers with a consolidated list of tasks based on AI analysis of buyer interactions and other deal signals. Drives seller effectiveness and efficiency by delivering feedback on deal-related efforts and prescriptive guidance on what actions to take next.

  • Integrations — Foundational integrations include CRM/SFA platform integration, dialer integration (if applicable) and Microsoft 365, Outlook, Exchange and Google Workspace. Intermediate integrations include revenue data solutions and revenue enablement. Advanced integrations include an API and marketplace of applications for data and channel accelerators, such as account-based platforms, chat, video messaging and direct mail.

  • Data interoperability — Incorporates flexibility for data interoperability with a company’s unique enterprise data architecture.

  • Sales forecasting — Uses augmented analytics to offer insight on deals in the pipeline through an AI-driven predictive forecast recommendation and allows managers and leaders to periodically submit a bottom-up sales forecast at multiple levels of the sales hierarchy.

  • Activity intelligence — Detects buyer interactions in other systems (e.g., email, calendars, web meeting platforms and team collaboration tools) and turns this information into insight for the seller and manager.

  • Pipeline analytics — Offers sales managers a view of their teams’ pipelines by incorporating outcomes of activity intelligence and opportunity health assessment to illustrate risks and opportunities down to the deal level.

Gartner Research

Magic Quadrant for Revenue Intelligence (Transitioning to Revenue Action Orchestration)
Critical Capabilities for Revenue Intelligence (Transitioning to Revenue Action Orchestration)

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