Best Revenue Operations Software for Salesforce

LeanData’s no-code Go-to-Market Execution platform helps leading B2B companies drive smarter decisions and stronger revenue outcomes. By unifying data, tools, and teams, LeanData empowers organizations like Nvidia, Cisco, and Palo Alto Networks to streamline operations, accelerate pipeline, and improve customer engagement from first signal to closed-won.

Jiminny is a leading Conversation Intelligence platform designed to capture and analyze key go-to-market insights across video, voice, and email. Powered by AI, it automates data entry into your CRM, saving your team time and improving productivity. Jiminny enables revenue teams to focus on selling smarter, achieving faster growth, and closing more deals. With its intuitive interface and actionable insights, Jiminny equips managers to effectively develop their teams and helps executives make confident, data-driven decisions. The platform delivers measurable ROI within six months, offering a seamless onboarding process and a user-friendly experience. Empower your business with Jiminny to transform conversation intelligence into a driver of revenue growth.

D&B Hoovers can help you create a more profitable relationship from prospect to client faster. Find key prospects and growth opportunities. D&B Hoovers, a sales acceleration solution, provides a faster path to prospect to profitable relationship through the use of data and analytics. B2B sales professionals can connect with customers faster to grow their businesses. Access detailed intelligence on over 120 million business records. Provide insight and intelligence into the tools that your marketers and sellers use every day. A user-friendly interface and automated workflow features, including triggers, alerts and smart lists, as well as intuitive search and conceptual search. D&B Hoovers combines Dun & Bradstreet's largest commercial database with sophisticated analytics to provide a rich sales intelligence solution. D&B Hoovers provides dynamic search and list-building capabilities as well as realtime trigger alerts, detailed company profiles and valuable research reports.

Nue is the #1 Revenue Lifecycle Platform on Salesforce. Nue is designed to meet the requirements of modern businesses. Configure dynamic pricing. Sell via any channel (self service + direct sales + in-app). Manage renewals and increase revenue. Know exactly when and what to charge. Nue allows RevOps to quickly deploy opportunity-to cash processes for direct sales and self-service, while providing complete, accurate analytics for Finance. Nue was built for SaaS companies that are growing fast and need a flexible, IT-heavy solution to manage revenue flows from end-to-end.

Systems fail as companies grow. Each team creates their own process, data becomes siloed and efficiency suffers. Operations teams must be central to growth in order to grow better. Operations Hub provides a unified toolkit that connects apps, cleans customer records, and automates business processes through a single CRM platform. The result? The result? A business that is efficient, aligned and adaptable, which delivers a frictionless customer experience. This package is simple and straightforward. It synchronizes your apps and data. Bidirectional sync, custom field mappings and filtering are all available so that all your teams can stay in sync. Eliminate time-consuming data cleanup. Automated automations allow you to automatically fix format names and date properties. HubSpot gives you the freedom to store and customize your data.

Gong is a robust AI-powered revenue platform that enables businesses to centralize their revenue workflows and optimize engagement strategies. It integrates with existing CRMs, providing in-depth customer insights, accurate forecasting, and improved sales execution. Gong's platform supports teams by offering data-driven intelligence on customer interactions, eliminating redundant tasks, and improving productivity. With Gong’s tools like Gong AI and Gong Data Engine, companies can streamline operations, enhance sales coaching, and drive business outcomes more effectively.

The backbone of revenue management lies within a central nervous system that ensures no revenue signal goes unnoticed. By delivering the appropriate data to the right individuals at the precise moment and location they require it, you empower them to excel in their roles. It is crucial to stay informed about significant developments, whether it's tracking leads, closing deals, or handling cases. Provide your team with the necessary insights and direct them towards the most effective actions. Integrate your workflow with platforms you already use, such as Slack and MS Teams, allowing seamless search, access, and editing of your CRM. Understand critical metrics, monitor team activities, and step in to provide coaching as needed, while also measuring performance and assessing the impact of vital initiatives. Troops alerts you instantly about events that could significantly influence revenue, simplifying the process for teams to identify and execute the right actions promptly, regardless of the device in use, enabling peak performance. Furthermore, Troops streamlines routine tasks for customer-facing teams, allowing them to allocate more time to engage with customers and prospects, ultimately driving higher satisfaction and success through enhanced focus on relationship-building.

Gain a clear understanding of the factors that contribute to your team's achievements. By tracking the journey from lead to opportunity and from cross-sell to renewal, over 10,000 businesses have effectively minimized risk, opened new avenues for growth, and accelerated their revenue streams. Effortlessly synchronize deal activities and engagement metrics to gain a comprehensive view of your sales process. It's crucial to recognize that activity data serves as the primary predictor of sales performance. Our system automates, integrates, and logs all team activities directly into your CRM. Uncover the specific actions your sales representatives have taken, identify any missed steps, and analyze how prospects have reacted, enabling you to achieve more reliable and predictable outcomes. Gaining insights into the distinctive practices of your top performers has never been simpler. Record, transcribe, and scrutinize every customer interaction throughout the sales process. Collect valuable transcripts, key phrases, trends, and talk durations. By merging conversation analytics with extensive activity tracking and advanced machine learning, you can enhance every aspect of your organization, including forecasts, reporting, product development strategies, and much more, ultimately driving sustained success. This thorough approach ensures you are well-equipped to adapt to changing market conditions and elevate your team’s performance continuously.

Your prospects and sales team will benefit from a guided selling journey. Each module of the Zebra platform is part of a larger strategy that guides your team to the prospects or customers where your solution offers the greatest value. Zebra Scoring is a unique method to identify potential opportunities early and throughout the sales process. Do you have a measurable prioritization process that determines which resources are needed, such as solution and demonstration specialists, access to R&D, and executive management? Are your VoC's able to quantify and organize all the ways your solution creates value. Guided selling allows reps to understand and talk about strategic deals like they have closed them. How often do you use a business case? Is it inclusive of total cost of ownership and ROI calculated based on your VOC? Create a business case together with prospects in Zebra. Buyers and sellers are guided through the creation of a mutually agreed upon business plan.

Enhance your sales effectiveness while reducing expenditures with an all-encompassing RevOps platform that offers conversation guidance, sales engagement, and live call insights and analytics instantly. Revenue.io equips high-achieving teams with immediate guidance and revenue intelligence, which helps clients like HPE, Fidelity Investments, and Amazon Business achieve consistent outcomes and streamline their entire revenue operations. By identifying and promoting the most effective strategies, Revenue.io empowers its numerous users to refine their revenue processes and elevate their leading performers through Revenue Science. While some platforms may provide insights, others merely offer the necessary tools for implementation; we excel in both areas, enabling you to optimize revenue performance on the fly. Say goodbye to juggling multiple tools, managing disorganized data, or squandering resources on underutilized technology. With Revenue.io, you gain access to a comprehensive AI-driven RevOps platform that ensures real-time guidance precisely when you need it most, which ultimately accelerates growth and boosts productivity.

CRM Analytics from Salesforce is a robust analytics platform designed to help businesses leverage their data to drive better outcomes. By combining AI-powered predictions with data insights, CRM Analytics enables businesses to quickly uncover actionable intelligence and make decisions faster. The platform offers customizable dashboards and key performance indicators (KPIs) tailored to different industries and roles, ensuring that businesses get valuable insights without needing to rely on complex data models. Integration with over 50 external data connectors allows businesses to get a complete view of their customer data, enhancing sales, service, and marketing strategies. CRM Analytics also automates repetitive tasks, streamlining operations and providing a more personalized experience for both employees and customers. With its ability to auto-scale and support billions of rows of data, the platform is built to grow with enterprises, offering secure, governed insights directly within the Salesforce workflow.

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.

SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.

Lative serves as a comprehensive platform for revenue planning, strategic development, and execution monitoring, designed to facilitate profitable and efficient growth. By integrating overarching targets and strategies with grassroots operational data, you can enhance investment decisions and meet your objectives more effectively. Real-time calculations of sales productivity and return on investment empower you to make informed choices that drive growth. The platform aligns your high-level revenue strategies with detailed operational insights, resulting in a unified and thorough perspective on your sales organization. It also enables you to pinpoint gaps as they arise and leverage AI to explore various what-if scenarios, ensuring you meet your sales goals. The solution promises rapid value realization through effortless connectivity and integration. With the ability to aggregate data from over 150 different sources, it delivers a single, reliable source of truth. Moreover, it offers precise and immediate revenue insights, enabling agile decision-making that adapts to the constantly changing landscape of your business, ensuring sustained success and adaptability in your growth strategy.

Drive a pipeline utilizing more than ten sources of intent data, combined with AI and automation, to enhance prospecting, personalization, and engagement within a single cohesive workflow. Unify serves as a comprehensive platform that significantly boosts the productivity and creativity of revenue teams by automating various go-to-market strategies. By integrating over ten intent data sources, advanced artificial intelligence, and seamless automation, it simplifies the processes of prospecting, personalization, and engagement. Among its standout features are "Plays," which allow for automated workflows that implement repeatable strategies, "Signals" that detect real-time buying intent, and "Sequences" that facilitate personalized outreach across multiple channels. The platform's AI capabilities not only aid in lead research but also in developing tailored messaging on a larger scale, while its managed deliverability guarantees effective communication. With a reputation bolstered by high-growth organizations such as Justworks, Lattice, and OpenPhone, Unify is dedicated to empowering sales, marketing, and growth teams to reach new heights. This innovative solution positions itself as an indispensable tool in the modern marketing landscape.

Don't underestimate the importance of your data; leverage Revenue Operations Intelligence to boost your revenue stream and enhance customer acquisition through Vertify. Seamlessly link your revenue platforms with fully automated solutions that require no coding, ensuring real-time data connectivity. With access to over 170 million B2B ideal customer contacts, you can optimize your inbound leads through improved webform strategies. Additionally, automatically cleanse your B2B contact data and eliminate the need for cumbersome spreadsheets by adopting automated impact reports. This approach not only helps you retain more clients but also allows for more precise targeting, ultimately accelerating your time to revenue. Relying on multiple revenue applications for reporting hinders your view of the overall situation, which can stifle productivity and financial growth. Vertify RevConnect offers a no-code solution that effortlessly integrates various systems, granting you complete oversight of data standardization and flow. By fostering alignment among teams, you can collaboratively pinpoint the best opportunities for driving quicker revenue through intelligent marketing and focused sales efforts. Embrace this holistic view to enhance your strategy and maximize your potential.

Fullcast empowers Go-to-Market teams to deliver superior outcomes through proprietary solutions powered by AI. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. Go-to-market teams struggle to align and execute on their plans. We make it easy. Working with go-to-market data can be incredibly difficult. Fullcast opens a world of opportunity for marketing, sales, strategy, operations and customer success teams by creating a foundation of accurate data and real-time insights. With our unique expertise in go-to-market planning and execution, we help B2B companies everywhere realize their full potential.

Accelerate your growth by leveraging Salesforce Revenue Cloud, where every aspect of your business connects seamlessly from any location on one unified platform. Achieve comprehensive visibility throughout the entire purchasing journey effortlessly with the most robust revenue management solution available. Move past traditional quote-to-cash processes by integrating invoicing within minutes, ensuring you have all the essential tools to expand using the leading CRM in the industry. Enhance your customers' buying experience, making it quicker, simpler, and more insightful. Propel your innovations to market at an expedited pace while utilizing subscription and consumption-based pricing models. Experience rapid scaling by integrating your ERP systems and harnessing real-time analytics, all driven through automation for maximum efficiency. This holistic approach will not only streamline operations but also position your business for sustained success.

Reveal empowers Partnership, Marketing, and Sales teams to enhance their win rates by as much as threefold through the integration of their CRM systems into a broader ecosystem, allowing for the identification and conversion of key strategic leads. This approach is not only user-friendly but also as enlightening as a sudden realization. The strength of collaboration is undeniable, impacting both business and other areas of life. Hence, we assist B2B companies in propelling their growth through collective efforts. By analyzing CRM data from both parties, Reveal uncovers shared, high-potential accounts along with new qualified leads. Embracing the idea that creating value together is essential, we champion a concept we call Collaborative Growth, which we believe should remain free indefinitely. This principle defines our pricing model. Engage with key businesses in your ecosystem to forge new long and short-term connections, or let us propose beneficial connections. Our innovative algorithm is eager to assist you in comparing your CRM against others in your ecosystem in real-time, ensuring you never miss an opportunity for growth.

Eliminate the disorganized closing processes by utilizing templated quotes, streamlined approval workflows, and established pricing guidelines to empower your teams and enhance sales reps' success. Develop customized agreement templates that have already been approved for your sales teams to use. Instantly implement changes and adapt to evolving business requirements without delay. Say goodbye to lengthy implementation timelines; with RevOps, your team can be operational in just hours or days, rather than the weeks or months that used to be standard. Equip your sales representatives for success by allowing them the flexibility they need while still providing essential structure for deal-making. Establish approval workflows to foster collaboration and save your team invaluable time. Effortlessly send documents to anyone globally, facilitating the scaling of your sales operations to thrive in today’s remote, digital economy. This approach not only enhances efficiency but also ensures that your teams remain agile in a rapidly changing market.

We design user-friendly Salesforce applications aimed at enabling B2B RevOps teams to enhance sales and marketing efforts, fostering sustainable and predictable growth. The essence of RevOps lies in maximizing efficiency while maintaining a straightforward and scalable technology stack. Align.ly's Salesforce solutions empower RevOps teams to achieve these objectives effectively. Since RevOps teams often juggle multiple roles and responsibilities crucial to the organization, our tools provide essential support. As marketing efforts yield high-quality leads, Align.ly's lead-to-account functionality ensures that these leads are matched, routed, and automatically converted, facilitating timely sales follow-ups within minutes. By accurately connecting leads to their respective accounts in real time, we guarantee appropriate ownership and swift engagement with potential customers. Our system allows for instant matching and routing of leads to the correct account manager, ensuring a seamless process. Furthermore, addressing the complexities of B2B marketing attribution presents significant challenges, but our solutions enable precise tracking of every interaction along the customer’s purchasing journey, enhancing overall effectiveness. Ultimately, our applications not only simplify workflows but also provide the analytics necessary for informed decision-making.

Welcome to your soon-to-be favorite inbound platform. Seamlessly link your website, craft your workflows, and expedite your sales pipeline. This robust, user-friendly inbound lead platform boasts features such as forms, scheduling, qualification, routing, and comprehensive reporting. Experience top-tier scheduling that efficiently organizes meetings, directs leads, and synchronizes your CRM in mere moments. Effortlessly route, update, or combine leads from your website to your CRM, with complete transparency regarding lead destinations and their reasons. Enjoy sophisticated, conversion-focused forms that automatically enrich leads once completed, integrating effortlessly into your website. Enhance, scale, and refine your go-to-market workflows using a single, cohesive platform. Establish a reliable inbound go-to-market strategy with improved lead qualification and segmentation capabilities. Additionally, optimize your team’s management of inbound leads through customized workflows designed for your primary ideal customer profiles (ICPs). With these tools, you'll transform your approach to lead generation and management.

Eliminate the disorder in sales and enhance success rates by establishing structured sales processes that integrate chat, meeting, and email applications. With Luru's timely pipeline health notifications and effortless one-click updates directly from communication tools, sales representatives can keep the CRM current without dedicating excessive time. Luru’s real-time alerts and comprehensive reports empower your teams to remain informed and agile. Additionally, Luru's deal rooms facilitate seamless collaboration among sales, marketing, product, and other cross-functional teams, effectively bridging gaps in information and revenue. Transform any conceptual process into a fully automated system that takes care of the hard work for you. Effortlessly respond to alerts and update your CRM without interrupting your workflow, all within your team’s preferred chat application, ensuring a streamlined approach to sales management. This way, your team can focus on closing deals while technology handles the tedious tasks.

Una Software serves as a sophisticated platform for revenue intelligence and planning, aiming to consolidate data, enhance customer journeys, and optimize revenue operations (RevOps) through its suite of AI-driven tools. This platform is tailored to support go-to-market (GTM) teams by offering a centralized data management and analysis resource, utilizing features such as connectors for seamless data integration, benchmarker for performance and funnel comparisons, and Forecaster for predictive modeling of revenue. By employing journey diagnostics, Una makes the customer lifecycle visible, empowering teams to collaboratively identify, address, and resolve challenges that arise. Furthermore, it coordinates schedules across various departments and tracks actions effectively while providing valuable insights into customer health, including metrics like customer lifetime value and customer acquisition cost. Una's design ensures that essential insights are transformed into actionable tasks, fostering alignment among teams for ongoing enhancement and informed strategic choices, thereby driving greater organizational success. Ultimately, the platform embodies a commitment to continuous improvement and data-driven decision-making.

Tapistro is re-imagining GTM Orchestration in the AI era. Tapistro's AI-powered platform transforms how businesses collect, analyze, and leverage customer data: Intelligent Data Unification Our AI agents integrate signals from multiple sources, applying advanced intelligence to create comprehensive customer profiles. This enables personalized outreach campaigns at scale. Advanced Research Capabilities Deploy AI agents to extract insights about target accounts and individuals using publicly available data, accelerating market research and prospecting. Strategic Account Management - Connect diverse data sources - Create unified views across intent and engagement channels - Dynamically track account landscapes CRM Enhancement Automatically refresh your CRM with real-time data on existing and potential accounts, keeping information current and actionable. Centralized Prospect Intelligence Build a Prospect Data Platform with 360-degree profiles for all accounts and contacts. Centralize and optimize your total addressable market (TAM) with unprecedented precision. Tapistro: Transforming market intelligence through AI-driven insights.