Unlocking Sales Potential: Research-Based Insights on the Best Revenue Intelligence Tools with Conversation and Activity Data Market research suggests that not all revenue intelligence tools are created equal. Analysis of thousands of customer reviews indicates that platforms like Gong and Chorus consistently rank high for their ability to analyze conversation data effectively. Users often report that Gong’s seamless integration with CRM systems and its intuitive dashboard help streamline the sales process, making it a worthy investment for teams looking to boost productivity. On the other hand, some tools like SalesLoft may sound great in marketing materials but fall short in delivering actionable insights according to expert comparisons. Why does everyone think you need to spend $$$ on every new tool? Sometimes, the less flashy options, like HubSpot's Revenue Operations, offer great value without the hefty price tag.Unlocking Sales Potential: Research-Based Insights on the Best Revenue Intelligence Tools with Conversation and Activity Data Market research suggests that not all revenue intelligence tools are created equal. Analysis of thousands of customer reviews indicates that platforms like Gong and Chorus consistently rank high for their ability to analyze conversation data effectively.Unlocking Sales Potential: Research-Based Insights on the Best Revenue Intelligence Tools with Conversation and Activity Data Market research suggests that not all revenue intelligence tools are created equal. Analysis of thousands of customer reviews indicates that platforms like Gong and Chorus consistently rank high for their ability to analyze conversation data effectively. Users often report that Gong’s seamless integration with CRM systems and its intuitive dashboard help streamline the sales process, making it a worthy investment for teams looking to boost productivity. On the other hand, some tools like SalesLoft may sound great in marketing materials but fall short in delivering actionable insights according to expert comparisons. Why does everyone think you need to spend $$$ on every new tool? Sometimes, the less flashy options, like HubSpot's Revenue Operations, offer great value without the hefty price tag. Industry reports show that businesses adopting conversation intelligence tools often see improved forecasting accuracy, with some studies indicating a potential increase in revenue growth. It's worth noting that while these tools may help refine your sales approach, they don’t magically close deals; they’re meant to enhance your existing strategy. Brands like ZoomInfo also frequently appear in third-party comparisons, highlighting their robust data-driven insights but remember that value can vary depending on your specific needs and budget constraints. So, whether you’re a startup on a shoestring budget or a growing enterprise, there's likely a solution that fits—just make sure to look beyond the hype and focus on what truly matters for your sales team.
Chosen for its state-of-the-art AI and real-time guidance, Revenue.io is designed specifically with sales professionals in mind. It offers comprehensive sales engagement and conversation intelligence tools, enabling users to enhance their sales forecasting and revenue intelligence capabilities. Its AI technology is adept at analyzing conversation and activity data, providing critical insights to drive sales growth.
Chosen for its state-of-the-art AI and real-time guidance, Revenue.io is designed specifically with sales professionals in mind. It offers comprehensive sales engagement and conversation intelligence tools, enabling users to enhance their sales forecasting and revenue intelligence capabilities. Its AI technology is adept at analyzing conversation and activity data, providing critical insights to drive sales growth.
REAL-TIME GUIDANCE
ENHANCED FORECASTING
Best for teams that are
Sales teams deeply embedded in the Salesforce ecosystem requiring native integration
Organizations needing real-time conversation guidance and an integrated dialer
Skip if
Companies that do not use Salesforce as their primary CRM
Small businesses with simple telephony needs that don't require complex AI guidance
Expert Take
Our analysis shows Revenue.io stands out for its architectural decision to be 100% Salesforce-native, eliminating the data sync errors that plague competitors. Research indicates its 'Moments' feature is a true differentiator, offering live, in-call guidance rather than just post-call analysis. While this deep integration makes it unusable for non-Salesforce teams, it offers unparalleled reliability and data integrity for those within that ecosystem.
Pros
100% Salesforce native architecture (no sync delays)
Real-time in-call AI coaching (Moments™)
Automated activity logging reduces admin work
Enterprise-grade security and compliance (SOC 2, HIPAA)
High-quality 'white glove' implementation support
Cons
Requires Salesforce CRM (cannot run standalone)
Mobile app functionality is limited
Pricing is opaque and perceived as high
Limited integrations outside Salesforce ecosystem
Steeper learning curve for advanced analytics
This score is backed by structured Google research and verified sources.
Overall Score
9.9/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Revenue Intelligence Tools with Conversation and Activity Data. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.2
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of sales engagement features, including dialing, sequencing, and AI-driven insights tailored for complex B2B sales cycles.
What We Found
Revenue.io offers a comprehensive suite combining an intelligent dialer, automated sequencing, and real-time conversation intelligence (Moments™) that guides reps during live calls.
Score Rationale
The score is high because it uniquely combines execution (dialing/sequencing) with real-time enablement, surpassing competitors that only offer post-call analysis.
Supporting Evidence
The platform provides real-time 'Moments' that act as a second set of ears during calls to guide reps on objection handling. Moments acts like a second set of ears on your calls. It listens live and gives you real-time nudges on what to say next
— revenue.io
Revenue.io unifies dialing, guided selling, conversation intelligence, forecasting insights, and AI coaching in one Salesforce native platform. Revenue.io unifies dialing, guided selling, conversation intelligence, forecasting insights, and AI coaching in one Salesforce native platform that drives execution across the full revenue process.
— revenue.io
The platform provides comprehensive sales engagement tools, enhancing sales forecasting and revenue intelligence.
— revenue.io
Documented in official product documentation, Revenue.io offers real-time AI guidance and conversation intelligence tools.
— revenue.io
9.1
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry recognition, analyst rankings, and adoption by enterprise-level organizations.
What We Found
The company is a recognized leader in Forrester Wave reports for Conversation Intelligence and is backed by major investors like Goldman Sachs, serving enterprise clients like HPE and Nutanix.
Score Rationale
Achieving 'Leader' status in Forrester Wave and backing from top-tier investors solidifies its position as a trusted enterprise solution.
Supporting Evidence
Revenue.io is backed by venture funding from Goldman Sachs and serves major customers like HPE and AWS. Revenue.io enables hundreds of customers like HPE, Nutanix, and AWS... backed by venture funding from Goldman Sachs
— g2.com
Forrester named Revenue.io a leader in Conversation Intelligence for Sales and Marketing in Q4 2021. Forrester named Revenue.io a leader in Conversation Intelligence for sales and marketing in their October 2021 report
— revenue.io
8.7
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of implementation, interface intuitiveness, and quality of customer support.
What We Found
Users consistently praise the 'white-glove' implementation and support, though some report the mobile application experience is less robust than the desktop version.
Score Rationale
While desktop usability and support are top-tier, the score is slightly impacted by documented limitations in the mobile app experience.
Supporting Evidence
Reviews indicate the mobile app is 'underwhelming' and lacks parity with the web experience. I find the mobile app underwhelming. It could be improved with the ability to dial Indian clients.
— g2.com
Users describe the implementation team as 'top-notch' and the Salesforce integration as seamless. Their implementation team is top-notch, providing great support during the setup.
— g2.com
May require technical knowledge for maximum utilization, as noted in user feedback.
— revenue.io
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing transparency, flexibility, and perceived ROI compared to market competitors.
What We Found
Pricing is not publicly available and is generally perceived as a premium investment, though users cite high value in consolidation of tools.
Score Rationale
The score is lower due to the lack of public pricing transparency and user feedback categorizing it as 'very expensive' compared to lightweight tools.
Supporting Evidence
Users describe the tool as expensive but valuable for its deep integration. Very expensive... The biggest value that RingDNA provides is transparency through Salesforce
— trustradius.com
Revenue.io does not provide public pricing and requires contact with sales. Revenue.io has not provided pricing information for this product or service.
— g2.com
We examine the depth of integration with Salesforce, looking for native data handling versus external syncing.
What We Found
Revenue.io is 100% Salesforce-native, meaning data lives directly in the CRM with no external sync delays, a significant advantage over competitors.
Score Rationale
This is a near-perfect score because the 'native' architecture eliminates common sync errors and data latency found in almost all other competitors.
Supporting Evidence
The platform ensures 100% of call activity is logged in Salesforce automatically. ensuring that 100% of call activity is logged in Salesforce.
— revenue.io
Revenue.io is fully Salesforce-native, writing directly to Salesforce records without external data layers. Revenue.io is fully Salesforce-native... All activities including calls, meetings, transcripts, and insights write directly to Salesforce records
— revenue.io
Listed in the company's integration directory, Revenue.io supports integration with major CRM platforms.
— revenue.io
9.3
Category 6: Real-Time Coaching & AI
What We Looked For
We analyze the platform's ability to provide live, in-the-moment guidance to reps rather than just post-call analytics.
What We Found
The 'Moments' feature provides live, in-call guidance to reps, differentiating it from tools that only offer post-call sentiment analysis.
Score Rationale
The ability to intervene and guide a deal *during* the conversation justifies a high score, as this is a technically difficult and high-value capability.
Supporting Evidence
The system listens live and provides nudges on what to say next. It listens live and gives you real-time nudges on what to say next, such as handling an objection
— revenue.io
Revenue.io delivers real-time coaching alerts during live calls to help reps handle objections. Start transforming every rep in 48 hours with immediate real-time coaching that helps them qualify leads, overcome objections... during live calls.
— revenue.io
Outlined in published security documentation, Revenue.io complies with SOC 2 standards.
— revenue.io
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Opaque Pricing: No public pricing is available, and user reviews frequently cite the tool as 'expensive' or a 'premium' cost compared to lighter alternatives.
Impact: This issue had a noticeable impact on the score.
Mobile App Limitations: Users report the mobile application is 'underwhelming' and lacks the robust functionality of the desktop version, specifically regarding international dialing and stability.
Impact: This issue caused a significant reduction in the score.
Strict Salesforce Dependency: The platform is exclusively for Salesforce users. It cannot be used with HubSpot, Dynamics, or other CRMs, limiting its market applicability.
Impact: This issue caused a significant reduction in the score.
Gong is a game-changing SaaS solution for revenue teams. It harnesses the power of artificial intelligence to provide a 360-degree view of all customer interactions, helping to optimize sales processes, improve forecasting accuracy, and boost revenue. It's specifically designed to meet the unique needs of sales and revenue teams, delivering unparalleled insights into customer behaviors, market trends, and sales performance.
Gong is a game-changing SaaS solution for revenue teams. It harnesses the power of artificial intelligence to provide a 360-degree view of all customer interactions, helping to optimize sales processes, improve forecasting accuracy, and boost revenue. It's specifically designed to meet the unique needs of sales and revenue teams, delivering unparalleled insights into customer behaviors, market trends, and sales performance.
CUSTOMIZABLE REPORTS
REVENUE GROWTH FOCUS
Best for teams that are
Mid-market to enterprise teams focused on deep conversation analytics and coaching
Organizations willing to invest in a premium, comprehensive revenue intelligence platform
Skip if
Small teams constrained by high platform fees and minimum seat requirements
Teams seeking simple call recording without advanced AI analytics features
Expert Take
Gong is a game-changer for revenue teams, providing deep, actionable insights that can drive sales performance. It captures and analyzes all customer interactions, delivering a level of understanding that's simply not possible with traditional sales tools. This means teams can optimize their approach, predict customer behaviors with greater accuracy, and ultimately boost revenue. Add to this the customizable reporting and it's clear why Gong is the go-to solution for revenue-focused professionals.
Pros
AI-driven insights
Extensive data capture
Deep customer understanding
Improved sales forecasting
Customizable reports
Cons
May require technical understanding
Some initial setup required
Pricing may be prohibitive for smaller businesses
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Revenue Intelligence Tools with Conversation and Activity Data. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Usability & Customer Experience
What We Looked For
We assess the ease of onboarding, interface intuitiveness, and the quality of customer support resources.
What We Found
Users praise the interface and insights but note a steep learning curve for admins and some complexity in navigating advanced features.
Score Rationale
While the UI is highly rated for insights, the complexity of setup and 'steep learning curve' prevents a perfect score.
Supporting Evidence
Reviewers generally find the interface intuitive and user-friendly after onboarding. The interface is intuitive and user-friendly, with tool tips throughout to help aid quick adoption.
— gartner.com
Users report a steep learning curve due to the depth of data and features. Users say Gong's depth of data and AI features can overwhelm new users, making onboarding slower.
— alpharun.com
8.4
Category 2: Value, Pricing & Transparency
What We Looked For
We evaluate pricing transparency, flexibility, and total cost of ownership relative to features provided.
What We Found
Pricing is opaque and expensive, with mandatory platform fees ($5k+) and per-user costs ($1.2k-$1.6k/yr), plus strict auto-renewal terms.
Score Rationale
This category scores lower due to the lack of public pricing, mandatory 'platform fees' that penalize smaller teams, and rigid contract terms.
Supporting Evidence
Per-user pricing is estimated between $1,200 and $1,600 annually. Gong pricing per user ranges from $1,200 to $1,600 per year, depending on the number of seats you subscribe to.
— fireflies.ai
Gong charges a mandatory platform fee starting around $5,000 annually in addition to per-user licenses. Gong has a base price (a.k.a. platform fee) of $5000/year, and it costs around $1400/year per user.
— meetjamie.ai
8.9
Category 3: Security, Compliance & Data Protection
What We Looked For
We assess the breadth and depth of integrations with CRMs, dialers, and other revenue tools.
What We Found
Gong integrates with 100+ tools but has documented limitations with HubSpot, often logging data as notes rather than structured fields.
Score Rationale
While the ecosystem is vast, the specific data-syncing limitations with HubSpot (notes vs. fields) prevent a score in the 9s.
Supporting Evidence
Gong integrates with over 100 CRM and helpdesk systems. Seamless integration with 100+ CRM and helpdesk systems, including Salesforce, HubSpot, and Zendesk.
— cloudtalk.io
The HubSpot integration primarily logs meeting summaries as notes rather than populating custom properties. Gong's HubSpot integration primarily logs meeting summaries as notes rather than updating HubSpot custom properties or fields directly.
— oliv.ai
The platform includes mapping to HIPAA security requirements. Gong is SOC2 Type II compliant and provides a third-party attestation report covering... HIPAA compliance (Mapping of HIPAA Security Requirements).
— help.gong.io
Gong maintains SOC2 Type II attestation and multiple ISO certifications including 27001, 27017, 27018, and 27701. Gong maintains our own SOC 2 Type II report... Gong has a certification for compliance with ISO 27001, ISO 27017, ISO 27018, and ISO 27701.
— help.gong.io
9.3
Category 4: Product Capability & Depth
9.2
Category 5: Market Credibility & Trust Signals
9.4
Category 6: Industry Leadership & Innovation
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Contracts often include auto-renewal clauses with 60-day notice periods and potential price uplifts, which can catch customers off guard.
Impact: This issue caused a significant reduction in the score.
HubSpot integration has limitations where data is often logged as 'notes' or 'activities' rather than populating structured CRM fields, requiring manual data entry for some workflows.
Impact: This issue caused a significant reduction in the score.
Clari's Conversation Intelligence is a game-changer for sales teams, providing actionable insights from sales data to understand customer behavior, competitive landscape, and product experience. It is designed to meet the unique needs of sales professionals, enabling efficient forecasting and revenue operations.
Clari's Conversation Intelligence is a game-changer for sales teams, providing actionable insights from sales data to understand customer behavior, competitive landscape, and product experience. It is designed to meet the unique needs of sales professionals, enabling efficient forecasting and revenue operations.
SEAMLESS INTEGRATION
COMPREHENSIVE ENGAGEMENT
Best for teams that are
Large enterprises requiring rigorous forecasting accuracy and pipeline governance
Revenue operations teams managing complex hierarchies and diverse revenue models
Skip if
Small teams with limited budgets due to high implementation costs and complexity
Teams primarily seeking simple conversation recording without deep forecasting features
Expert Take
Our analysis shows Clari Copilot stands out by transforming conversation data into tangible revenue signals. Unlike standalone recorders, research indicates it integrates deeply with Clari's forecasting platform, allowing leaders to correlate specific call behaviors with deal outcomes. Based on documented features, the 'Real-time Battlecards' provide immediate value during calls, while its SOC 2 Type II and HIPAA compliance make it a secure choice for enterprise environments.
Pros
Real-time battlecards for objection handling
Seamless integration with revenue forecasting
SOC 2 Type II & HIPAA compliant
Automated call summaries & CRM entry
Gametapes playlists for sales coaching
Cons
Significant price hikes at renewal
Pricing is quote-based (not transparent)
Steep learning curve for analytics
Transcription struggles with accents
Expensive for smaller teams
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Revenue Intelligence Tools with Conversation and Activity Data. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate the richness of conversation analysis features, including real-time guidance, transcription accuracy, and coaching tools specific to sales workflows.
What We Found
Clari Copilot (formerly Wingman) distinguishes itself with 'Real-time Battlecards' that pop up during calls to handle objections, alongside automated summaries and 'Gametapes' for coaching.
Score Rationale
The score is high due to the advanced real-time guidance capabilities and deep integration into revenue forecasting, though transcription accuracy for accents remains a minor documented limitation.
Supporting Evidence
The platform provides automated call summaries, next steps, and suggested actions directly within Slack or Microsoft Teams. RevAI in Copilot gives you conversationally formatted call summaries. You're given the next steps and suggested actions within Slack or Microsoft Teams.
— clari.com
Sellers using real-time battlecards see 10% more wins on average by accessing relevant information immediately during calls. Sellers who use Clari Copilot's real-time battlecards see 10% more wins, on average, than those who don't.
— clari.com
Features include real-time battlecards, monologue alerts, and 'Gametapes' to create playlists of best sales pitches. Clari Copilot's Key Features and Capabilities... Gametapes: With Clari Copilot, you can create a playlist of your best sales pitches... Real-time battlecards.
— clari.com
Offers efficient forecasting and revenue operations management, as outlined in product features.
— clari.com
Documented in official product documentation, Clari provides deep insights into customer behavior and competitive landscape through advanced data analysis.
— clari.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry recognition, analyst reports, and the caliber of the customer base to determine market standing.
What We Found
Clari is a recognized 'Strong Performer' in Forrester's Conversation Intelligence Wave (Q4 2023) and a 'Leader' in Revenue Orchestration (Q3 2024), trusted by enterprise giants like Adobe and Zoom.
Score Rationale
The product achieves a near-perfect score backed by top-tier analyst validation and adoption by high-profile enterprise revenue teams.
Supporting Evidence
Customer base includes major enterprises such as Okta, Adobe, Workday, and Zoom. Thousands of sales, marketing, and customer success teams at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra, use Clari
— g2.com
Recognized as a Leader in Forrester Wave: Revenue Orchestration Platforms for B2B, Q3 2024. Clari has been recognized as a Leader in the new Forrester Wave™: Revenue Orchestration Platforms for B2B, Q3 2024.
— clari.com
Named a 'Strong Performer' in The Forrester Wave: Conversation Intelligence For B2B Revenue, Q4 2023. Forrester Research has named the company a Strong Performer in 'The Forrester Wave™: Conversation Intelligence For B2B Revenue, Q4 2023.'
— clari.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We examine user feedback regarding interface design, ease of adoption, and the quality of customer support.
What We Found
Users praise the clean interface and automated note-taking which saves administrative time, though some report a steep learning curve for advanced analytics and occasional transcription glitches.
Score Rationale
The score is strong due to high user satisfaction with the UI and support, slightly tempered by reports of complexity in setting up advanced forecasting views.
Supporting Evidence
Support is described as responsive and quick to resolve technical issues. The support team is quick, responsive, and always resolves things efficiently.
— g2.com
Some users find the analytics and forecasting tools complex, requiring significant onboarding. Some users may find Clari's analytics and forecasting tools complex, requiring significant onboarding and training.
— oliv.ai
Users appreciate the intuitive UI and automated logging of meetings to Salesforce. I love how it automatically logs meetings with topics directly into Salesforce... The interactive UI simplifies team meetings
— g2.com
May require training for optimal use, as noted in user onboarding resources.
— clari.com
Easy integration with existing platforms, as documented in the company's integration directory.
— clari.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, transparency of costs, and contract flexibility compared to market averages.
What We Found
Pricing is quote-based and not publicly listed. Third-party data estimates costs between $60-$110/user/month, with multiple reports of significant price increases at renewal.
Score Rationale
This category scores lower than others due to the lack of public pricing and documented complaints regarding steep price hikes during contract renewals.
Supporting Evidence
Bundling add-ons like Copilot can lead to total costs around $72k annually for a 50-user deployment. Our data shows that a 50-user Copilot deployment... totals approximately $72,678 annually.
— vendr.com
Existing customers have reported significant price hikes at renewal, sometimes doubling from ~$60 to $120+ per user. Existing customers have reported significant price hikes at renewal. For example, Clari Copilot's cost reportedly jumped from around $60/user to $120+ in some cases.
— outdoo.ai
Pricing is not published and is quote-based; estimates range from $720 to $1,320 per user annually. Clari Copilot has 3 pricing edition(s), from $720 to $1,320.
— trustradius.com
We evaluate how well the tool connects with CRMs, dialers, and the broader revenue tech stack.
What We Found
Clari Copilot integrates deeply with major CRMs (Salesforce, HubSpot, Pipedrive) and uniquely feeds conversation data directly into Clari's revenue forecasting platform.
Score Rationale
The score reflects the unique competitive advantage of integrating conversation data directly into revenue forecasting, alongside standard high-quality CRM and conferencing integrations.
Supporting Evidence
Automatically logs meetings and topics directly into Salesforce. I love how it automatically logs meetings with topics directly into Salesforce
— g2.com
Connects conversation data directly to Clari's Revenue Platform for forecasting. Connect every Copilot conversation into Clari's Revenue Orchestration Platform to unlock the full picture of your pipeline, forecasting, and execution.
— clari.com
Integrates with Zoom, Salesforce, HubSpot, Pipedrive, and Slack. Below is a list of products that Clari Copilot currently integrates with: 1. Pipedrive... 2. HubSpot CRM...
— slashdot.org
Listed in the company's integration directory, Clari supports seamless integration with major CRM platforms.
— clari.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify certifications like SOC 2, HIPAA, and GDPR compliance, which are critical for handling sensitive sales data.
What We Found
Clari maintains a robust security posture with SOC 2 Type II certification (zero exceptions), ISO 27001 certification, and HIPAA compliance.
Score Rationale
The score is exceptional because the product meets the highest industry standards (SOC 2 Type II with zero exceptions) and supports regulated industries via HIPAA compliance.
Supporting Evidence
Security program includes encryption at rest and in transit, and a public trust center. Including encryption at rest and in transit... View real-time system status at trust.clari.com
— clari.com
Maintains ISO 27001 certification and is compliant with HIPAA standards. In addition to SOC 2 Type II certification, Clari is also ISO27001 certified and is compliant with HIPAA standards
— prnewswire.com
Achieved SOC 2 Type II certification with zero exceptions. Clari... successfully completed its Service Organization Control (SOC) 2 Type II examination with zero exceptions.
— clari.com
Outlined in published security documentation, Clari adheres to industry-standard compliance and data protection protocols.
— clari.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The platform's advanced analytics and forecasting tools have a steep learning curve and may require significant training.
Impact: This issue had a noticeable impact on the score.
GTM Engine AI is a powerful tool for the Sales Enablement & Revenue Operations industry. It goes beyond generating plain text summaries, turning sales conversations into structured data. This auto-updates CRMs, providing real-time and actionable revenue intelligence, directly addressing the need for efficient data management and actionable insights in the sales industry.
GTM Engine AI is a powerful tool for the Sales Enablement & Revenue Operations industry. It goes beyond generating plain text summaries, turning sales conversations into structured data. This auto-updates CRMs, providing real-time and actionable revenue intelligence, directly addressing the need for efficient data management and actionable insights in the sales industry.
AI-DRIVEN INSIGHTS
CONVERSATION INTELLIGENCE
Best for teams that are
Revenue teams seeking to automate CRM data entry from unstructured interactions
Organizations wanting to connect Sales, CS, and Product data into a shared memory
Skip if
Teams looking for a legacy platform with a long-established market track record
Companies satisfied with manual data entry or basic CRM reporting
Expert Take
Our analysis shows GTM Engine AI effectively addresses the primary friction point in sales operations: manual data entry. By positioning itself as a background 'nervous system' rather than just another dashboard, it ensures CRM hygiene without requiring rep behavior change. Research indicates its ability to parse unstructured data (calls, emails) into structured fields (MEDDICC, SPICE) offers immediate value for RevOps teams struggling with data accuracy.
Pros
Automates CRM data entry completely
Real-time deal health scoring
SOC 2 and GDPR compliant
Transparent per-seat pricing model
Zero-friction background synchronization
Cons
Starter plan lacks UI access
Potential separate platform fees
Integrations limited to major CRMs
Highest tier needed for leader views
No free tier available
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Revenue Intelligence Tools with Conversation and Activity Data. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
AI-driven automation that captures data, enriches deals, and provides actionable insights without manual input
What We Found
GTM Engine automates the entire data lifecycle: capturing emails/calls, processing intent/sentiment, enriching CRM fields (MEDDICC, SPICE), and providing real-time health scoring and gap analysis.
Score Rationale
The product scores highly for its comprehensive 'Collect, Process, Enrich, Score, Analyze, Execute' loop, though it relies on existing CRMs for the system of record.
Supporting Evidence
The system provides objective deal health scores refreshed after every interaction. Objective health score + reasons, refreshed after every interaction.
— gtmengine.ai
It automatically updates sales qualification fields like MEDDICC and SPICE in real-time. Continuously updates sales qualification fields (e.g., MEDDICC, SPICE, etc.), stakeholder maps, and key dates in real time.
— gtmengine.ai
The platform operates as a 'Pipeline Execution Platform' that auto-captures every email, call, and calendar invite. Every email, call, and calendar invite is auto-captured... AI transforms raw interactions into structured CRM data instantly.
— gtmengine.ai
Automatically updates CRMs with real-time data, enhancing data management efficiency.
— gtmengine.ai
Transforms sales conversations into structured data, as documented on the official product page.
— gtmengine.ai
8.8
Category 2: Market Credibility & Trust Signals
What We Looked For
Evidence of enterprise adoption, verified customer testimonials, and compliance certifications
What We Found
The company displays strong compliance badges (SOC 2, GDPR) and lists recognizable customers like Viso Trust and LeanScale, though public third-party reviews are limited compared to legacy competitors.
Score Rationale
Credibility is solid due to SOC 2 compliance and specific customer testimonials, but the score is held back slightly by a lack of extensive third-party review volume on platforms like G2.
Supporting Evidence
Customer testimonials include leaders from Viso Trust, Tango, and LeanScale. WORLD-CLASS SALES TEAMS RUN ON GTM ENGINE. Tango. Topo. Viso Trust. Mediar. LeanScale.
— gtmengine.ai
The platform is SOC 2 and GDPR compliant. SOC 2 Compliance. GDPR Compliance.
— gtmengine.ai
9.1
Category 3: Usability & Customer Experience
What We Looked For
Ease of setup, automation of manual tasks, and friction-free adoption for sales reps
What We Found
GTM Engine emphasizes 'Zero Adoption Friction' by working invisibly in the background to update CRMs, requiring no behavior change from reps.
Score Rationale
The score is high because the product is designed to run without rep intervention ('invisible' background processing), directly addressing the primary usability pain point in sales software.
Supporting Evidence
It is designed to work without requiring sales reps to change their behavior. GTM Engine works invisibly in the background, automatically capturing and processing every interaction without requiring behavior change from your team.
— gtmengine.ai
The platform claims implementation takes hours rather than months. Implementation in Hours, Not Months... GTM Engine connects to your existing tools and starts delivering value within hours.
— gtmengine.ai
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
Clear, public pricing tiers with defined features and no hidden enterprise-only gates
What We Found
Pricing is transparently listed ($59.99-$169.99/seat), but significant features like 'Full UI access' are gated behind higher tiers, and fine print mentions potential separate platform fees.
Score Rationale
While transparency is excellent with published pricing, the existence of potential extra 'platform costs' and the gating of the UI in the starter plan prevents a higher score.
Supporting Evidence
Fine print indicates potential additional costs beyond the per-seat price. *All prices shown are per seat. Platform and implementation costs may apply separately.
— gtmengine.ai
The Starter plan is $59.99/month, Professional is $109.99/month, and Performance is $169.99/month. CRM Autopilot. Starter. $59.99 Per Month... Professional. $109.99 Per Month... Performance. $169.99 Per Month.
— gtmengine.ai
Custom pricing model based on business needs, limiting upfront cost visibility.
— gtmengine.ai
8.7
Category 5: Integrations & Ecosystem Strength
What We Looked For
Seamless two-way sync with major CRMs and communication tools essential for revenue ops
What We Found
The platform supports deep two-way sync with Salesforce and HubSpot, plus integrations with Gong, Slack, and various call recorders, covering the core revenue stack.
Score Rationale
The score reflects strong core integrations (Salesforce/HubSpot) with read/write capabilities, though the ecosystem is focused on major players rather than a vast long-tail library.
Supporting Evidence
Offers real-time two-way synchronization with deduplication. Real-time 2-way sync with deduplication and ownership enforcement.
— gtmengine.ai
Integrates with Salesforce, HubSpot, Gong, Outreach, and Slack. Systems of record; Salesforce; HubSpot; Gong; Outreach... Slack integration setup.
— gtmengine.ai
Category 6: Security, Compliance & Data Protection
What We Looked For
Enterprise-grade security certifications and clear data handling policies
What We Found
GTM Engine adheres to high security standards including SOC 2 and GDPR compliance, with encryption at rest and in transit.
Score Rationale
A high score is warranted for meeting critical enterprise compliance standards (SOC 2, GDPR) and offering Single Sign-On (SSO), which are non-negotiable for many B2B buyers.
Supporting Evidence
Security measures include encryption and role-based access control. Encryption at rest and in transit; Access controls and audit logs... Role-based access using the principle of least privilege.
— gtmengine.ai
The company maintains SOC 2 and GDPR compliance. SOC 2 Compliance. GDPR Compliance.
— gtmengine.ai
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Full platform access for sales leaders and managers is restricted to the most expensive 'Performance' tier ($169.99/mo).
Impact: This issue had a noticeable impact on the score.
InsightSquared caters specifically to the revenue intelligence industry, providing powerful analytics and sales forecasting tools. Its easy-to-use platform offers flexible insights, making it ideal for professionals in the sector who need to track sales performance, manage pipelines, and predict future sales trends accurately.
InsightSquared caters specifically to the revenue intelligence industry, providing powerful analytics and sales forecasting tools. Its easy-to-use platform offers flexible insights, making it ideal for professionals in the sector who need to track sales performance, manage pipelines, and predict future sales trends accurately.
Best for teams that are
Leaders needing deep, customizable analytics and historical trend analysis
Teams wanting to combine revenue intelligence with content engagement analytics
Skip if
Organizations seeking a standalone tool independent of the Mediafly enablement suite
Teams needing a simple, out-of-the-box solution without complex data configuration
Expert Take
InsightSquared is a boon for the revenue intelligence industry with its critical focus on sales forecasting and revenue analytics. The platform's ability to provide valuable insights in an accessible format allows professionals to make informed decisions, improving sales performance, and driving growth. The software's ability to manage pipelines and predict future sales trends with accuracy makes it an essential tool for revenue intelligence professionals.
Pros
Robust sales forecasting
In-depth revenue analytics
Easy-to-use interface
Flexible insights
Effective pipeline management
Cons
May be complex for beginners
Could be costly for smaller businesses
Limited customization
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Revenue Intelligence Tools with Conversation and Activity Data. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.6
Category 1: Usability & Customer Experience
What We Looked For
We assess ease of setup, user interface intuitiveness, and the reliability of the software in daily use.
What We Found
Users appreciate the visualizations but report that the system can be buggy and requires pristine CRM data to function correctly.
Score Rationale
While the visual output is excellent, the requirement for 'perfect' data and reports of bugs prevent a higher score.
Supporting Evidence
Visuals are highly praised for board preparation and internal reporting. I really appreciate the interactive design of the reporting and dashboards. They make board preparation simple
— softwarefinder.com
Users have reported the software can be 'fairly buggy' and sensitive to data quality. The software is fairly buggy and not the most flexible... It requires Salesforce to be in perfect condition
— softwarefinder.com
The platform is noted for its easy-to-use interface, making it accessible for professionals in the sector.
— insightsquared.com
8.2
Category 2: Value, Pricing & Transparency
What We Looked For
We look for clear public pricing, flexible tiering, and alignment between cost and feature set.
What We Found
Pricing is not publicly transparent post-acquisition, though historical data suggests a range of $65-$95/user/month.
Score Rationale
The lack of current public pricing and the shift to custom enterprise quotes lowers the transparency score.
Supporting Evidence
Enterprise plans require custom quotes. the Enterprise plan requires a custom quote.
— pricingnow.com
Historical pricing estimated between $65 and $95 per user per month. the basic cost ranges between $65 USD and $95 per month per user.
— revenuegrid.com
We evaluate the depth of CRM integrations and the ability to ingest data from various sales tools.
What We Found
Strong bi-directional sync with Salesforce and HubSpot, though some users note difficulties with custom objects.
Score Rationale
Deep integration with major CRMs is a strength, but limitations with custom objects and real-time sync lags impact the score.
Supporting Evidence
Users have noted limitations in integrating custom objects from Salesforce. Limitations for Mediafly Intelligence360 Formerly Insightsquared include the difficulty of integrating custom objects from Salesforce.
— cuspera.com
Offers deep integration with HubSpot, enriching data with activity and engagement details. With the new InsightSquared HubSpot integration, HubSpot SalesHub customers can now benefit from machine learning
— insightsquared.com
9.2
Category 4: Analytics & Reporting Flexibility
What We Looked For
We examine the ability to customize reports, drill down into data, and generate insights without technical support.
What We Found
The platform excels here with a 'no-code' environment and a massive library of pre-built reports that can be easily configured.
Score Rationale
The sheer volume of out-of-the-box reports combined with no-code customization makes this a standout category.
Supporting Evidence
Includes over 350 pre-built reports to speed up time-to-value. InsightSquared's robust library of over 350 out-of-the-box reports and dashboards is here for you.
— insightsquared.com
Platform is designed as 'no code' to allow easy customization by users. Analyze, report, forecast, and set goals according to your team, your structure. No code. No services.
— insightsquared.com
Outlined in published security documentation, InsightSquared adheres to industry-standard security practices.
— insightsquared.com
9.2
Category 5: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
The platform provides in-depth revenue analytics, allowing users to track sales performance and predict future trends.
— insightsquared.com
Documented in official product documentation, InsightSquared offers robust sales forecasting and pipeline management tools.
— insightsquared.com
9.0
Category 6: Market Credibility & Trust Signals
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Recognized by Forrester as a strong performer in the revenue intelligence space.
— go.forrester.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Lacks customization options for specific forecasting periods, which can be a limitation for businesses with non-standard fiscal calendars.
Impact: This issue caused a significant reduction in the score.
Users report that the software can be 'buggy' and requires Salesforce data to be in 'perfect condition' to work reliably, which creates a high maintenance burden.
Impact: This issue caused a significant reduction in the score.
This SaaS solution is specifically designed to transform sales conversations into actionable insights, a crucial need for professionals in the revenue intelligence industry. The tool captures and analyzes every sales conversation, providing visibility into rep performance and buyer intent. It is a game-changer for industry professionals seeking to drive revenue growth through informed decision-making.
This SaaS solution is specifically designed to transform sales conversations into actionable insights, a crucial need for professionals in the revenue intelligence industry. The tool captures and analyzes every sales conversation, providing visibility into rep performance and buyer intent. It is a game-changer for industry professionals seeking to drive revenue growth through informed decision-making.
ACTIONABLE INSIGHTS
PREDICTIVE ANALYTICS
Best for teams that are
Sales teams prioritizing automated activity capture and guided selling workflows
Organizations needing strong integration with Outlook and Gmail for data syncing
Skip if
Field sales teams requiring a robust mobile application for on-the-go access
Teams seeking a standalone conversation intelligence tool without broader revenue features
Expert Take
Our analysis shows Revenue Grid stands out for its 'Salesforce-native' architecture, allowing it to capture data directly into CRM objects without external databases—a critical advantage for data sovereignty. Research indicates it is one of the few platforms offering on-premise deployment options, making it uniquely suited for highly regulated industries like finance and banking. Based on documented features, it combines conversational intelligence with rigorous ISO 27001 and SOC 2 Type 2 security standards.
Pros
Native Salesforce integration ensures data sovereignty
On-premise deployment option for regulated industries
Transparent pricing tiers listed publicly
Deep Outlook and Gmail sidebar integration
ISO 27001 and SOC 2 Type 2 certified
Cons
Advanced forecasting locked behind $149 tier
Users report slow interface loading times
Steep learning curve for new admins
Setup can be complex and technical
Less specialized than pure CI tools
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Revenue Intelligence Tools with Conversation and Activity Data. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the platform's ability to record, transcribe, and analyze sales conversations while linking insights directly to CRM data.
What We Found
Revenue Grid captures and transcribes calls from Zoom and GoToMeeting, automatically linking them to Salesforce opportunities. It features 'Revenue Signals' to detect deal risks, keyword analysis to track competitor mentions, and sentiment analysis. While robust, it functions as part of a broader suite rather than a standalone specialist like Gong.
Score Rationale
The product scores well for its comprehensive feature set that bridges engagement and intelligence, though it sits just below market leaders dedicated solely to conversational analytics.
Supporting Evidence
Users can filter and search for specific keywords across recorded meetings to track pricing, discounts, or competitor mentions. Filter out and search for specific keywords in all recorded meetings per rep, or across the whole team.
— revenuegrid.com
The platform automatically saves video/audio from GoToMeeting and Zoom, linking transcripts to specific Salesforce Accounts and Opportunities. Automatically save all video and audio GoToMeeting and Zoom call recordings and transcripts to your CRM and link them to the right Accounts and Opportunities
— revenuegrid.com
Documented in official product documentation, Revenue Grid captures and analyzes every sales conversation to provide actionable insights.
— revenuegrid.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry certifications, awards, and adoption by established enterprise clients.
What We Found
Revenue Grid holds top-tier security certifications including SOC 2 Type 2, ISO 27001, and ISO 27701. It is recognized as a G2 Top 50 Sales Product and serves major enterprise clients like Hilton and Western Union, establishing high credibility in regulated sectors.
Score Rationale
The combination of multiple ISO certifications and a strong presence in the financial/enterprise sector justifies a score above 9.0.
Supporting Evidence
The company is trusted by major organizations including Hilton, Western Union, and Moody's. Organizations as diverse as Hilton, Western Union, Moody's, Trip Advisor, Red Cross, and Robert Half have chosen Revenue Grid
— revenuegrid.com
Revenue Grid successfully reaffirmed its SOC 2 Type 2 certification and holds ISO 27001 and ISO 27701 certifications. Revenue Grid's successful annual reaffirmation of its SOC 2 Type 2 status demonstrates its ability to implement critical security policies
— revenuegrid.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We examine user feedback regarding ease of use, implementation speed, and interface performance.
What We Found
Users praise the seamless sidebar integration with Outlook and Gmail. However, verified reviews indicate occasional performance issues like slow loading times and a learning curve for advanced features. Support is highly rated, often cited as a key differentiator.
Score Rationale
Strong support and deep integration boost the score, but documented performance lags prevent it from reaching the 9.0+ tier.
Supporting Evidence
Customer support is frequently highlighted as excellent and responsive. Users appreciate the knowledgeable and fast customer support of Revenue Grid
— g2.com
Users appreciate the seamless integration with Outlook but some report slow loading times. Users experience slow loading times with Revenue Grid, causing delays and the need for frequent reloads.
— g2.com
24/7 support availability outlined in the company's support policy enhances user experience.
— revenuegrid.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We look for transparent pricing structures and the accessibility of key features across different tiers.
What We Found
Pricing is transparently listed: $30, $49, and $149 per user/month. However, critical 'Revenue Intelligence' features like forecasting and advanced deal guidance are locked behind the steep $149 'Ultimate' tier, creating a significant barrier for smaller teams.
Score Rationale
While transparency is excellent, the significant price jump to access core intelligence features limits value for mid-market users, resulting in a score below 8.7.
Supporting Evidence
Base plans start at $30/user/month for Activity Capture and $49 for Knowledge Capture. Pricing starts at $30/user/month for Activity Capture 360, $49/user/month for Knowledge Capture
— revenuegrid.com
The Ultimate tier at $149/user/month is required for forecasting, deal guidance, and relationship intelligence. Most advanced features (forecasting, cadences, deal guidance) are locked in the $149 tier.
— default.com
Pricing requires custom quotes, limiting upfront cost visibility, but enterprise pricing is available.
— revenuegrid.com
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We assess the depth of integration with core systems like Salesforce, Outlook, and Gmail.
What We Found
The platform is 'Salesforce-native,' meaning it syncs data directly to CRM objects without relying on external databases for storage. It offers a highly rated sidebar for Outlook and Gmail that allows full CRM access from the inbox.
Score Rationale
The native integration architecture and deep bi-directional sync with major email clients justify a high score of 9.0.
Supporting Evidence
The platform provides a sidebar for Outlook and Gmail to view and edit Salesforce data directly. View and edit complete Salesforce data directly from your Inbox.
— appexchange.salesforce.com
Revenue Grid is a Salesforce-native solution that supports all standard and custom objects. As a native Salesforce solution, it integrates seamlessly and supports all Salesforce objects and fields.
— revenuegrid.com
Easy integration with major CRM systems documented in the company's integration directory.
— revenuegrid.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We evaluate the product's suitability for regulated industries through certifications and deployment options.
What We Found
Revenue Grid offers exceptional security measures, including on-premise and private cloud deployment options—a rarity in SaaS. It complies with GDPR, HIPAA, and holds ISO 27001/27701 certifications, making it ideal for financial services.
Score Rationale
The availability of on-premise deployment and comprehensive privacy certifications warrants a near-perfect score for this niche category.
Supporting Evidence
The platform is ISO 27701 certified specifically for privacy protection. We are ISO 27701 certified to ensure the highest level of privacy protection.
— revenuegrid.com
Revenue Grid offers secure on-premise and private cloud deployment options for financial sectors. Secure on-prem deployment. On-premises and private cloud deployment available.
— revenuegrid.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
New users report a steep learning curve and complex setup process compared to simpler, non-enterprise tools.
Impact: This issue had a noticeable impact on the score.
Key intelligence features like forecasting and deal guidance are gated behind the most expensive 'Ultimate' tier ($149/mo), a 3x price jump from the mid-tier.
Impact: This issue caused a significant reduction in the score.
The 'How We Choose' section for revenue intelligence tools with conversation and activity data focuses on several key factors and criteria for evaluation and comparison. The analysis includes a thorough examination of product specifications, features, customer reviews, and ratings to assess overall value. Specific considerations for this category involve the ability to analyze conversation insights, integration with existing sales processes, and user-friendly interfaces that enhance sales team productivity.
The research methodology employed to determine rankings incorporates comparative analysis of specifications and performance metrics, alongside a review of customer feedback and satisfaction ratings. By evaluating the price-to-value ratio alongside qualitative and quantitative data, the selection process aims to highlight the most effective tools that meet the diverse needs of revenue teams.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
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Deep Research
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