46 Best Sales Tools for Sales Operations

Tricia Dempsey
Tricia Dempsey  |  April 15, 2019

Sales operations teams are an essential piece of the sales department puzzle. For sales representatives to properly dedicate focus to making sales, operations teams ensure that representatives are equipped with the right tools and datasets and prevent potential sales pipeline roadblocks by implementing proper sales planning.

Sales ops teams tend to be quite dynamic and unique depending on the size of the sales department, the industry, and the needs of the sales representatives. The goal of all sales ops teams is to properly execute a successful sales strategy and ensure that the department’s productivity is at its highest.

A typical sales operations manager, analyst, or representative wears many hats in their everyday work life. Between debating short- and long-term sales strategies, forecasting sales, or analyzing process metrics, the types of tasks, as well as the number of tasks, can change on a whim. A role like sales operations requires as little manual labor as possible. It’s much better to automate as many sales operations tasks as possible by using tools such as those listed here.

While sales operations teams share the same core goals with sales representatives and sales managers, the challenges differ in a variety of ways. So, how are sales operations teams handling challenges in 2019 and beyond?

To answer this question, we’ve compiled a list of tools ideal for sales operations teams to improve efficiency, manage projects more effectively, and report data more accurately.


46 best sales operations tools in 2019

For each qualifying product, we created a profile to give a snapshot of what it is and what it does, and to provide some insight into the product features. To help you narrow down potential sales operation offerings, we have covered a variety of solutions ranked by user satisfaction score as of March 20, 2019. These products represent a small portion of the many sales-related software offerings listed on G2.

*Reviews have been edited for spelling, punctuation, grammar and clarity.

1. Clari

clari logo


Clari
improves operational efficiency by using automation and AI to streamline pipeline analysis and forecasting data.

G2 Satisfaction Rating: 96

Category: Sales Analytics Software

 

Features:

  • Forecasting analytics
  • Data snapshotting
  • Real-time reporting

 2. Gong

gong logo


Gong
is a conversation intelligence tool that helps sales teams improve overall sales conversations in the form of phone calls, web conferences, and emails. It uses AI to understand how successful sales representatives communicate. Gong also shortens the sales onboarding process with its coaching capabilities.

G2 Satisfaction Rating: 94

Category: Conversation Intelligence Software

Features:

  • Call summaries
  • Collaboration capabilities
  • Platform search
  • Team statistics

3. InsightSquared

insightsquared logo

InsightSquared helps sales operations professionals break the cycle of manual spreadsheet creation by equipping them with actionable, real-time intelligence on virtually all sales KPIs.

G2 Satisfaction Rating94

Category: Sales Analytics Software

Features:

  • Data visualization
  • Sales analytics
  • Mobile capabilities

4. Klipfolio

klipfolio logo


Klipfolio
is a self-service business intelligence platform that offers a real-time dashboard housing a visual analysis of business data and metrics.

G2 Satisfaction Rating93

Category: Data Visualization Software

Features:

  • Unified dashboard
  • Prebuilt templates
  • Mobile capabilities

5. CallRail

callrail logo
 
CallRail helps sales teams increase sales revenue and track phone leads with call tracking tools and call analytics.
 
G2 Satisfaction Rating92
 
 
 
Features:
 
  • Dynamic tracking
  • Real-time data
  • Visitor and keyword tracking

6. Databox

databox logo
 
Databox helps sales teams visualize performance trends and monitor progress toward team goals by showcasing metrics in the form of alerts and scorecards.
 
G2 Satisfaction Rating: 91
 
 
 
Features:
 
  • Performance trends
  • Collaboration capabilities
  • One-click integrations
  • Prebuilt templates

7. VisitorTrack

visitortrack logo

VisitorTrack allows users to identify potential leads that visit their website, as well as what those potential leads are researching across the web.

G2 Satisfaction Rating88

Category: Visitor Identification Software

Features:

  • Lead scoring
  • Lead contact information
  • Reporting and analytics
  • Visitor intent data

8. InsideSales.com Predictive Playbooks

insidesales logo

InsideSales.com Predictive Playbooks is a platform that helps users prospect, prioritize, and collaborate within one tool. It allows users to manage leads and accounts with personalized sales engagement methods.

G2 Satisfaction Rating87

Category: Sales Analytics Software

 

Features:

  • Strategy notifications
  • Appointment scheduling
  • Email tracking

9. Visme

visme logo

Visme is an online data visualization tool that allows users to intuitively create interactive presentations and infographics within their browser.

G2 Satisfaction Rating: 87

Category: Data Visualization Software

 

 

Features:

  • Collaboration capabilities
  • Customizable reports
  • Audience analytics

10. Grapher

grapher logo

Grapher is a graphing application with customizable graph templates for quick data visualization.

G2 Satisfaction Rating: 86

Category: Data Visualization Software

 

 

Features:

  • Customizable graphs
  • Collaboration capabilities
  • Task automation

11. Grow.com

growdotcom logo

Grow.com is a business intelligence dashboard that helps small- and medium-sized businesses visualize and share business performance data in real time by uniting data from hundreds of sources, including spreadsheets, databases, and SaaS applications.

G2 Satisfaction Rating: 86

Category: Data Visualization Software

Features:

  • Interactive dashboards
  • Mobile capabilities
  • Multiple data source connections

12. Visitor Queue

visitorqueue logo

Visitor Queue identifies the name, contact details and user data of the potential leads that visit the user’s website.

G2 Satisfaction Rating: 86

Category: Visitor Identification Software

Features:

  • Screen sharing
  • HD video
  • Team chat
  • Call recording

13. Ringba

ringba logo

Ringba is an inbound call tracking solution and routing platform. It has reporting and analytics tools, real-time data access, and dashboards to monitor call flow.

G2 Satisfaction Rating: 85

Category: Inbound Call Tracking Software

 

 

Features:

  • Call flow optimization
  • Reporting and analytics
  • Call routing and targeting

14. CallTrackingMetrics

calltrackingmetrics logo

CallTrackingMetrics is a digital platform that uses call tracking intelligence with automation. It helps users discover which marketing campaigns are generating leads and conversions to help manage call flows.

G2 Satisfaction Rating: 85

Category: Inbound Call Tracking Software

 

Features:

  • Interactive voice response
  • Keyword tracking
  • Reporting and analytics

15. Invoca

invoca logo

Invoca is an AI speech analytics tool with a security-minded and privacy-compliant platform.

G2 Satisfaction Rating: 85

Category: Inbound Call Tracking Software

 

 

Features:

  • Real-time analytics
  • Lead scoring
  • Phone number management
  • Geo-routing

16. Google Chart Tools

google chart tools logo

Google Chart Tools is a customizable data visualization tool that allows users to display live data on their websites.

G2 Satisfaction Rating: 83

Category: Data Visualization Software

 

Features:

  • Prebuilt templates
  • Interactive dashboard
  • Real-time data updates

17. iDashboards

idashboards logo  

iDashboards is data visualization software with customizable and flexible dashboard solutions. It easily integrates with key data sources, so users can quickly view and analyze performance metrics.

G2 Satisfaction Rating: 83

Category: Data Visualization Software

 

Features:

  • Interactive, customizable report building tools
  • Automatic data updates

18. PhoneWagon

PhoneWagon logo

PhoneWagon is a call tracking tool that helps users visualize the impact of specific phone campaigns.

G2 Satisfaction Rating: 83

Category: Inbound Call Tracking Software

 

Features:

  • Call tracking
  • Interactive dashboards
  • Real-time reporting

19. DashThis

dashthis logo

DashThis provides an analytics dashboard that helps users create reports using data from a variety of sources and connected integrations.

G2 Satisfaction Rating: 82

Category: Data Visualization Software

 

Features:

  • Unified dashboard
  • Prebuilt templates and widgets
  • Advanced customization

20. SalesLoft

salesloft logo

SalesLoft is the conversation intelligence and sales engagement platform that helps users connect, qualify, and convert target accounts into customers faster by intuitively scaling conversations effectively.

G2 Satisfaction Rating: 82

Category: Conversation Intelligence Software

 

Features:

  • Task management
  • Call recording
  • Analytics

21. Aviso

aviso logo

Aviso allows sales operations personnel to stop relying on manually adding data to spreadsheets and manually creating reports. Aviso leverages real-time sales performance and data to forecast pipeline performance.

G2 Satisfaction Rating: 81

Category: Sales Analytics Software

 

Features:

  • Interactive dashboards
  • Lead scoring
  • Live forecasting
  • Gamification

22. Salesforce Sales Analytics

salesforce sales analytics logo

Salesforce Sales Analytics is a tool that helps users analyze pipeline visibility, track team performance, and uncover opportunities to grow.

G2 Satisfaction Rating: 80

Category: Sales Analytics Software

 

Features:

  • Lead scoring
  • Interactive dashboards
  • Mobile capabilities
  • Prebuilt templates

23. RingDNA

ringdna logo

RingDNA is an end-to-end sales engagement platform and conversation intelligence tool for teams using Salesforce. It’s an intelligent dialer that helps inside sales teams improve productivity and connect with more prospects.

G2 Satisfaction Rating: 79

Category: Inbound Call Tracking Software

Features:

  • Interactive voice response
  • Call recording
  • Gamification

24. DialogTech

dialogtech logo

DialogTech is a tool powered by AI that attributes calls and analyzes conversations to measure caller intent, lead quality, and conversions.

G2 Satisfaction Rating: 77

Category: Inbound Call Tracking SoftwareConversation Intelligence Software

 

 

Features:

  • Call recording
  • Speech-to-text capabilities
  • Visitor and keyword tracking
  • Geo-routing

25. Megalytic

megalytic logo

Megalytic is used by sales teams to make fast, insightful analytics reports.

G2 Satisfaction Rating: 76

Category: Data Visualization Software

 

 

Features:

  • Prebuilt templates
  • Automated data updates
  • Interactive dashboards

26. SAP Lumira

sap lumira logo

SAP Lumira is a business analytics solutions that helps streamline transactions, data preparation, analysis, and action to help sales teams make more informed decisions.

G2 Satisfaction Rating: 75

Category: Data Visualization Software

 

 

Features:

  • Interactive dashboards
  • Filtering
  • Mobile capabilities

27. Sales-i

sales i logo

Sales-i is a sales analytics tool and performance solution designed to help users improve the performance of their sales function and increase customer visibility.

G2 Satisfaction Rating: 75

Category: Sales Analytics Software

Features:

  • Mobile capabilities
  • Live forecasting
  • Interactive dashboards

28. Leadfeeder

leadfeeder logo

Leadfeeder is a sales tool that tells users which companies visit their website and what potential leads are interested in. Leadfeeder integrates with Google Analytics and many popular CRMs and email marketing tools, easily merging existing lead management processes.

G2 Satisfaction Rating: 72

Category: Visitor Identification Software

Features:

  • Lead scoring
  • Email alerts
  • Filtering

29. Truly

truly logo 

Truly is a voice platform that combines productivity metrics, global telephony, and real-time conversation intelligence in one tool.

G2 Satisfaction Rating: 70

Category: Inbound Call Tracking Software

 

Features:

  • Mobile capabilities
  • Interactive voice response
  • Call recording

30. TopOPPS

topopps logo

TopOPPS is a sales pipeline management and forecast predictability solution. It uses machine learning algorithms to automate the collection of CRM data, bring clarity to the sales pipeline, alignment to the sales process, and accuracy to sales forecasts.

G2 Satisfaction Rating: 57

Category: Sales Analytics Software

Features:

  • Automated data capture
  • Interactive dashboards
  • Lead scoring

31. Chorus.ai

chorus ai logo

Chorus.ai is a conversation intelligence platform that helps sales teams win more deals and coach reps to become top performers. Calls and video conferences are automatically recorded and accurately transcribed in real time.

G2 Satisfaction Rating: 65

Category: Conversation Intelligence Software

Features:

  • AI call reporting
  • Mobile capabilities
  • Call recording

32. Geckoboard

geckoboard logo

Geckoboard is a data visualization solution with live TV dashboards that focus on key metrics for measuring a sales team’s performance.

G2 Satisfaction Rating: 64 

Category: Data Visualization Software

 

Features:

  • Interactive dashboards
  • Prebuilt Integrations
  • Real-time data
  • Filtering

33. CallFire

callfire logo

CallFire provides a self-service voice marketing solution that specializes in outreach and engagement services such as IVR, voice broadcast, and call tracking.

G2 Satisfaction Rating: 62

Category: Inbound Call Tracking Software

 

Features:

  • Analytics
  • Custom alerts
  • Call recording

34. Slemma

slemma logo

Slemma is a reporting tool that enables users to view, analyze, and share all of their data – from data warehouses, data storage providers and cloud service solutions – in one place.

G2 Satisfaction Rating: 62

Category: Data Visualization Software

 

Features:

  • Prebuilt templates
  • Codeless integration
  • Filtering
  • Cross-device access and sharing

35. ResponseTap

responsetap logo 

ResponseTap is call tracking software that helps users reveal the campaigns, channels and keywords that make their customers pick up the phone.

G2 Satisfaction Rating: 61

Category: Inbound Call Tracking Software

Features:

  • Visitor and keyword tracking
  • Call recording
  • Interactive voice response
  • Geo-routing

36. Google Data Studio

 google data studio logo

Google Data Studio is a data visualization and reporting tool that lets users connect all their data into a customizable and informative report.

G2 Satisfaction Rating: 61

Category: Data Visualization Software

 

 

Features:

  • Data filtering and visualization
  • Predictive analytics
  • Real-time data updates

37. Datahug

 datahug logo

Datahug is a sales optimization solution. It enables sales teams to increase sales velocity, reduce pipeline risk, and abolish forecast calls by capturing and analyzing sales activity automatically from email, calendar, and CRM platforms.

G2 Satisfaction Rating: 60

Category: Sales Analytics Software

 

Features:

  • Interactive dashboards
  • Lead scoring
  • Risk analytics

38. Retreaver

retreaver logo

Retreaver is cloud-based call tracking software. It provides real-time inbound call data by tagging, tracking and routing the caller to the appropriate person or department.

G2 Satisfaction Rating: 55

Category: Inbound Call Tracking Software

 

 

Features:

  • Phone number management
  • Call recording
  • Call analytics
  • Geo-routing

39. Oracle Sales Analytics

oracle logo

Oracle Sales Analytics provides key performance indicators and reports in five customizable dashboards. These analytics solutions provide real-time, actionable insight into every sales opportunity at the point of customer contact.

G2 Satisfaction Rating: 52

Category: Sales Analytics Software

 

Features:

  • Interactive dashboards
  • Lead scoring
  • Risk analysis
  • Gamification

40. Marchex

marchex logo

Marchex is a call analytics platform that helps measure the effectiveness of the user’s phone campaign digital marketing strategies.

G2 Satisfaction Rating: 52

Category: Inbound Call Tracking Software

Features:

  • Phone number management
  • Keyword tracking
  • Call recording
  • Geo-routing

41. ExecVision

execvision logo

ExecVision analyzes conversations. It provides the ability to identify what was said, the context of what was said, positive or negative reactions, and the phase of the conversation where it occurred. ExecVision then interprets and compares outcomes, giving you insight into what is and isn’t working, and differentiates top performers from everyone else.

G2 Satisfaction Rating: 49

Category: Conversation Intelligence Software

Features:

  • Call recording
  • In-call commenting
  • Mobile capabilities
  • Performance tracking

42. ActiveDEMAND

ActiveDemand logo

ActiveDEMAND is a call tracking platform that helps users convert and retain customers, and to engage and track prospects using an integrated, comprehensive tracking module.

G2 Satisfaction Rating: 35

Category: Inbound Call Tracking Software

 

 

Features:

  • Automated email responses
  • Lead scoring
  • Visitor and keyword tracking

43. Lead Forensics

leadforensics logo

Lead Forensics is a solution that reveals the identity of a user’s anonymous website traffic in real-time and turns it into actionable sales leads.

G2 Satisfaction Rating: 35

Category: Visitor Identification Software

 

Features:

  • Mobile capabilities
  • Data management
  • Lead scoring

44. Vendavo CPQ Cloud

vendavo logo

Vendavo CPQ Cloud is a SaaS solution. It provides integrated guided selling, product and pricing configuration, quotations, proposals, and contract support for businesses.

G2 Satisfaction Rating: 27

Category: Pricing Software

Features:

  • Multi-organization quoting
  • Pricing automation
  • Reporting and analytics
  • Mobile capabilities

45. Einstein Analytics

salesforce einstein logo

Einstein Analytics is a cloud analytics platform native to Salesforce that provides industry-specific templates, prebuilt integrations, workflows, and dashboards.

G2 Satisfaction Rating: 23

Category: Sales Analytics Software

Features:

  • Data management tools
  • No-code artificial intelligence (AI)
  • Alerts and notifications
  • App design tools and templates

46. Call Box

callbox logo

Call Box is a phone call tracking solution that helps users understand what generates their best phone leads and how their team is handling those leads.

G2 Satisfaction Rating: 23

Category: Inbound Call Tracking Software

Features:

  • Sentiment detection
  • Customer recognition based on call history
  • Call routing
  • Facial expression detection

The possibilities are endless for sales operations teams

By choosing to implement the right tools, sales operations teams can enjoy increased efficiency, elevated reporting capabilities, and real-time performance metrics. Once you’ve implemented the right solution, be sure to leave a review!

Do you want to maximize call tracking tactics for your sales team? Take a look at these 10 free call tracking tools for sales professionals of all types.

Please note: Reviews have been edited for spelling, punctuation, grammar, and clarity.

Tricia Dempsey
Author

Tricia Dempsey

Tricia is a Research Associate who joined G2 Crowd in October 2018. Tricia was raised in the Chicago area and loves reading and writing in cozy coffee shops. In her spare time, you can find her gaming, obsessing over her favorite bands or exploring Chicago's restaurant scene.