Best Revenue Operations Software with a Free Trial of 2024

The central nervous system is responsible for revenue. Never miss a revenue signal. Give the right data to the right people at the right time and place, and empower them to succeed. You will know when something is important - from the lead to the case. Give your team the information they need to take the right action. You already spend most of your time there. Slack & MS Teams allows you to search, access, and modify your CRM. You can see what is important. Find out who is doing what. Assist the coach. Measure performance. Track the impact of key initiatives. Troops will notify you immediately if anything has a material effect on revenue. Troops makes it simple for your teams to see the right things at right times, across devices, so they can perform at their best. Troops makes it easier for customer-facing teams to handle routine tasks and actions more quickly so they can spend more time with prospects and customers.

Revenue intelligence gives you powerful insight into customer interactions. Win more deals. Skyrocket rep success. Gain critical market intelligence. Replicate what your top reps do. Transform your team into quota-shattering super sellers. Stop deals stalling. Every deal should be on a track to closure. Every time, solidify the next steps. Listen to the raw voice of your market. You can be sure of success when you launch new initiatives. Your most successful sellers should be cloned. Data shows that the best reps are different from the rest. Your average sellers can become stars.

A Revenue Operations Platform that increases revenue results. Automated CRM updates Check. Time series analysis? Check. Clari offers more than just innovative features. Clari solves the real problem by combining revenue intelligence, forecasting, and execution insights. It is efficient and predictable in hitting your targets every quarter. Clari's Revenue Operations Platform is purpose-built to increase revenue predictability. It takes previously untapped data, such as call logs, CRM, email, and CRM, and turns it into execution insights that you can use for your entire revenue team. Clari combines AI insights with human intuition to enable your team to forecast with greater accuracy and foresight. It uses a consistent, automated process that can be used to manage all businesses in your company. You can collect valuable activity data from prospects, customers, and reps so you are always up to date on what's happening in your deals, in your business, and with your team.

Corefactors AI CRM, a RevOps-enabled CRM, is designed to help businesses break down silos and automate revenue operations. This includes sales, marketing, support, and success. Key features include lead management, Inbuilt cloud telephone, Marketing Automation across multiple channels and Pipeline Management, Robust ticketing system, Task Management, and AI Powered alert/triggers. These features will help you make informed decisions and grow faster. Sales Box is a cloud-based RevOps-enabled sales CRM that uses AI. It was designed to automate sales processes for businesses. You can now manage leads effortlessly and efficiently at scale, without missing any opportunities. Powerful dashboards that use AI-based predictive lead scoring to help sales teams prioritize and predict future sales.

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.

Find out the story your data has. Tableau CRM (formerly Einstein Analytics), empowers Salesforce CRM users with actionable insight and AI-driven analysis right in their workflow. You can work more efficiently, spot trends quicker, predict outcomes, as well as receive AI-based guidance on the best actions to take while you are still in the flow. The action framework allows you to take action on a record, such as updating records, collaborating in Chatter and sharing visualizations with your team. Salesforce is natively integrated with Tableau CRM so data can seamlessly be incorporated into every action and decision made in Salesforce. For fast decision-making, use trusted predictive models in your Tableau workflows. Tableau CRM helps you spot opportunities and predict the outcome.

Openprise is a single platform that doesn't require any code. It allows you to automate hundreds sales and marketing processes, allowing you to realize all the benefits you promised from your RevTech investments. You could try to fix this by creating dozens of point solutions in a "Frankentecture". However, quality and SLAs will suffer if you have people who are less excited about tedious manual tasks than you. Openprise is a single platform that uses no code. It combines the best business rules and data to manage hundreds of processes such as data cleansing, account scoring and lead routing. Openprise automates the manual processes, such as lead routing and attribute, that are not automated by other sales and marketing automation platforms.

With truly actionable insights, you can unleash the potential of your sales engine and marketer with real-world results that will accelerate pipeline generation and improve the outcome of in-quarter deals. People.ai combines all revenue activity data and enriches each account and opportunity with next generation insights that increase high-quality pipeline generation, and improve the execution and execution of every deal. Keep your team connected to every aspect of account engagement to ensure that everyone knows who is engaged and where there are opportunities to expand the pipeline. You can understand the impact of each person and activity on the progress of a deal and make actionable recommendations to improve your rep performance. Our data platform uses patented AI technology to break down data silos, and connect the dots between seller performance and buyer engagement - providing insights that will make your entire Revenue Engine more intelligent.

Only RevOptics automatically links sales and marketing data with rich analytics to reveal which marketing efforts are having an impact on revenue and what can be done to improve them. RevOptics RevOptics shows you what priorities to make today that will lead to results in the next week, month, or quarter. While spreadsheets, pivot tables, and other BI tools can be complicated, they only provide information about how marketing campaigns are performing. RevOptics Automated Analytics shows you why or not your marketing campaigns are having a revenue impact, and what actions to take to move your buyer through their sales funnel more quickly. Automated setup in hours and automated real-time reporting to get rid of the spreadsheet chaos. Machine learning can identify data problems, such as missing data, anomalies, and bad data.

Momentum is a sales automation platform that RevOps can use to drive repeatable, consistent actions. Connect Salesforce, Slack, and other sales tools to automate playbooks and close more deals. You can capture key deal information in Slack channels that update Salesforce in real-time, and also bring in details from Outreach, Gong, and more. You can easily update any Salesforce object and upload relevant files such as Purchase Orders or NDAs from your Slack Deal Room. All internal deal communication and updates should be centralized and easily accessible in one Slack Deal Room. This will allow for clear deal history and audits across the organization. Automated sales motions can be created and executed to save time, reduce human error and minimize training effort for your reps.

Aviso's predictive AI modeling expertise has been proven at Fortune 500 ($5B+) and high-growth business leaders for over six years. Aviso's predictive modeling is highly accurate and flexible across all net new and renewed business models. It also allows for deep enterprise customization. Aviso's unified Forecasting blends the best in human and AI judgements with the most sophisticated global rolling up forecasting in industry. This allows sales reps, managers and VPs to focus on the future and drive timely team actions. Aviso is the only tool that can predict run rate business. With Deal Level Forecasting, you can see all deals that were called in or out of forecast. Audit your trail of judgment across all levels of management (roles and deal amounts, CRM fields). You should immediately spot discrepancies in your forecast and resolve disagreements among members of your sales team.

Everything you need to make your customers your greatest growth engine. Gainsight Customer Cloud combines all the technology necessary to make sure your customers adopt your products and reach their goals with your company. You can orchestrate every aspect of the customer journey and deliver great results at scale. To deliver exceptional user experiences, combine deep SaaS product analytics and personalized in-app interactions. To ensure a great customer experience, capture feedback, close the loop with respondents, discover insights, and make it happen. Open platform that acts as a central hub to customer data systems and provides actionable insight to all employees to make better decisions for the customer. Whitespace analysis, cross-sell playbooks and simplified renewals can all help to increase revenue.

MoData is an automated sales BI platform that's designed for high-growth companies looking to scale. It is intuitively visualized and provides 360-degree insight into the past, present, future, and prospects of your sales team. This instantly connects you with the information that you need to make confident, fast decisions. MoData is the best BI tool for SMBs, and it comes pre-assembled.

Clevenue is a scenario and capacity planning software that helps revenue teams to easily build, track, and monitor revenue plans. Sandboxes allow you to quickly and easily import your existing plan. You can use them to understand how changes in key performance areas of the business or strategic decisions such as marketing investment and hiring will impact revenue. Understanding revenue much further into the future is possible with a model built on plans and data, rather than relying on historical trends. Start using Clevenue to change the way you think about future revenue.

BigLittle RevenUp provides the ultimate solution to mitigate revenue leaks. There isn't anything else like it. Our goal is to provide RevOps leadership with the tools, techniques, and insights they need to transform functionally-siloed marketing and sales ops teams, and customer success ops into a fully integrated revenue operations organization. We help them to do their jobs better so that they can consistently exceed revenue goals and provide sustainable competitive advantage for the business.