Aviso

Catalyst

ClientSuccess

People AI

Planhat

People.ai provides revenue operations and intelligence (ROI) software that helps businesses track and optimize their revenue streams.

People AI Alternatives and Competitors. Best Alternatives for People AI are BoostUp, Clari, Aviso, Catalyst, & InsightSquared

People AI Alternatives & Competitors - Feb 2025

People.ai is a cloud-based platform that enables customers to manage their revenue operations and intelligence (ROI) in one centralized location. It provides users with real-time insights into how their marketing efforts are impacting key performance indicators (KPIs), including visits, clicks, and conversions. Additionally, the software offers enhanced reporting capabilities that help businesses make better decisions about where to allocate resources next. People.ai has been praised for its user-friendly design and its ability to help companies of all sizes optimize their online marketing activities.

One important benefit of People.ai&#39;s software is that it is easy to use and relatively affordable compared to other similar services. This means that even smaller businesses can afford to take advantage of its benefits without breaking the bank. Users can get insights into how customers are using the product, opportunities, and ways to hasten growth and pipeline by using the strategic account management system. In addition, teams may easily find the best revenue strategy, assess whitespace, and track their purchase dynamics.

Telephony, email, calendar, conferencing, collaboration, and other platforms are all integrated with the platform. Teams can automatically filter out sensitive connections with People.ai before the data enters the CRM. In addition, it can automatically record consumer activities and contact data. The ai-based algorithms are available to users who want to build contacts and maintain app accuracy. Contact data enrichment, sentiment analysis, competitor mention discovery, and other data analytics tools may also be used.

<h3>Benefits of People.ai</h3>

Some of the most notable benefits of People.ai include:

<ul>
	<li>It helps you track the performance of your sales teams, customers, and products.</li>
	<li>The resulting insights help you achieve greater customer loyalty and profitability.</li>
	<li>It assists in reducing your workload, improving your productivity, and boosting your bottom line.</li>
	<li>The software can help identify and resolve customer issues before they become complex and costly.</li>
	<li>It provides you with actionable insights that can help you optimize your sales process and improve your customer service.</li>
</ul>

The other products in the offering are Account Management for account planning, engagement scores, org charts, Opportunity Management for pipeline inspection, activity benchmarks, sales methodologies, and PeopleGlass for lead management, pipeline updates, and more.
​

Manage calls from customers and prospects in a centralized location.

Call Management 

 Facilitates efficient communication between teams by managing upcoming meetings automatically.

Meeting Management

Track the results of your marketing efforts to identify areas for improvement. 

ROI Tracking 

 Helps businesses track and manage their objectives and goals.

Goal Management

Allows businesses to identify and contact potential customers, subscribers, or partners easily.

Contact Management 

 Helps generate leads from marketing campaigns, website visits, or other sources of data.

Lead Management

monetization

Free

organizationtypes

Large Enterprises

platforms

Linux

Paid

Small Businesses

Windows

Individual Plan

Enterprise Plan

People AI Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top People AI Alternatives

People AI Pricing and Packages For 2025

People AI is one of the highly rated software from Sales category. Know the best features of People AI that are rated by the highest no. of users.

People AI Reviews and Ratings - Feb 2025

People AI is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the People AI features and it’s benefits

About People AI - Overview and Features

Aviso is a great tool for business owners who want to track their sales performance, understand customer needs, and make informed decisions about marketing initiatives. 

Aviso Alternatives and Competitors. Best Alternatives for Aviso are Gong io, Chorus AI, Clari, BoostUp, & People AI

Aviso Alternatives & Competitors - Feb 2025

Aviso is a sales forecasting and data analysis software that can help you to improve your business performance. It allows you to track the progress of your campaigns, identify customer problems early on, and make better decisions about where your resources should be allocated. Additionally, Aviso provides insights into what content is resonating with customers and which channels are performing the best. This information can help you to optimize your marketing efforts accordingly.

Aviso&#39;s sales forecasting helps you predict future demand for your products or services. This allows you to plan for increased inventory needs or product launches in advance. To generate what-if scenarios to mimic rick and discover swing deals, the platform employs machine learning methods and data science. Using Aviso&#39;s data analytics tools, you can explore detailed information about your customers and their behavior. This enables you to identify potential problems early on so that they don&#39;t become major issues later on down the line.

The platform is scalable as well as flexible to configure any complex hierarchies of customers. One of the main benefits of using Aviso is that it is versatile enough to be used by small businesses as well as large enterprises. It also offers customizable reports that are easy to read and navigate. In addition, there are numerous user groups available where you can get support if needed.

Using this platform&rsquo;s pipeline management, deal collaboration, and forecasting tools sales managers, leaders, and reps can benefit collectively. Users can guide deals, set goals, and unify forecasts - all in a single platform.

<h3>Benefits of Aviso:</h3>

Some of the most notable benefits of Aviso include:

<ul>
	<li>Provides you with actionable insights that can help you optimize your sales processes and outcomes.</li>
	<li>Can help you make better business decisions by identifying opportunities and mitigating risks.</li>
	<li>Helps improve your customer service by understanding customer needs and preferences.</li>
	<li>Allows you to track your sales performance across channels and countries, and makes it easier to forecast future sales.</li>
	<li>You can use the performance management tools to measure the performance of your sales teams by tracking and reporting on their key metrics.​​​​​​​</li>
</ul>

Aviso can be divided into six core pillars such as deal intelligence, predictive forecasting, conversational intelligence, GTM and customer collaboration, activity and relationship intelligence, and CRM automation.

Allows you to plan your resources wisely in order to achieve targets.

Budgeting/Forecasting 

 Help you measure success in terms of results achieved. 

Key Performance Indicators

Gives objective indications of how well a particular area or function is performing.

Performance Metrics 

Identify patterns in your data that may indicate changes in your overall business performance. 

Trend Analysis  

 Makes predictions about the future based on historical data. 

Predictive Analytics

Provides insights into how much revenue each product category is likely to generate over time.

Sales Forecasting 

<ul>
	<li>People Intelligence, Deal Intelligence</li>
	<li>Advanced Sentiment Analysis</li>
	<li>SmartTranscripts &amp; Summarization</li>
	<li>Embedded Video Meetings, Chat, To-Dos, Screen Sharing, Documents</li>
	<li>E-Signature &amp; Approval Workflows</li>
	<li>Deal, Forecast, Coaching Rooms (Internal deal team collaboration)</li>
	<li>Customer Channels (External)</li>
</ul>

Virtual Selling Solution

<ul>
	<li>Everything In Virtual Selling Solution+</li>
	<li>Predictive Deal-Level Forecasting</li>
	<li>Deal WinScores&trade;, Maps, Pull-Ins</li>
	<li>Pipeline Inspection, Planning, Yield</li>
	<li>Relationship Intelligence and Next Best Persona &amp; Team Actions</li>
	<li>CRM Activity and Contact Auto-Population + Golden Fields Capture</li>
	<li>Extend revenue workflows across CRM instances, data lakes, etc</li>
</ul>

Enterprise Solution

Aviso Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top Aviso Alternatives

Aviso Pricing and Packages For 2025

Aviso is one of the highly rated software from Sales category. Know the best features of Aviso that are rated by the highest no. of users.

Aviso Reviews and Ratings - Feb 2025

Aviso is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Aviso features and it’s benefits

About Aviso - Overview and Features

Planhat Customer Success software allows businesses to track and manage their customer journeys from start to finish. 

Planhat Alternatives and Competitors. Best Alternatives for Planhat are ClientSuccess, DemandFarm, CustomerSuccessBox, Chorus AI, & Salesloft

Planhat Alternatives & Competitors - Feb 2025

Planhat is a customer success platform that allows businesses to manage their customer experience from one central location. Using Planhat, companies can identify and analyze how their customers are interacting with their products or services, track the progress of transactions and interactions, measure sentiment analysis, and more. This information can then be used to optimize customer engagement strategies and improve the overall user experience. Planhat also provides reporting capabilities that allow business owners to understand key performance indicators (KPIs) such as conversion rates or satisfaction levels. 
 
By using Planhat&#39;s tools, you can track how your products are performing in relation to your competitor&#39;s offerings; get feedback from customers about what they like or don&#39;t like about your product; understand which of your marketing efforts are working well; see where potential problems lie with regards to delivery or fulfillment; identify issues early so that they can be resolved before they lead to dissatisfied customers; monitor account activation rates for fraud prevention purposes; research alternative sales channels for future opportunities. In short, by using Planhat&#39;s tools, you can make sure that every aspect of customer engagement is handled precisely and efficiently so as not to upset or frustrate those who have purchased from you in the past or might do so in the future. 
 
Planhat helps users bring all their customer data to a single place for secure, and actionable 360 views. It is designed for everyone from the CSM to the C-Suite. Also, using the Automations users can build everything from simple alerts to custom bots, time-saving triggers, and integrations. The presentation layer helps with the storylining of slides, while the BI tool allows teams to share powerful analytics via the Portal. 
 
Benefits of Planhat:

<ul>
	<li>It has a dashboard that lets you see all the pertinent data in one place.</li>
	<li>Captures all the relevant customer data and builds a 360-degree view of the customer.</li>
	<li>Easily add new channels such as social media, email, and chat to your support process.</li>
	<li>It tracks all the conversations, activities, and changes made to the customer account.</li>
	<li>It helps you identify and resolve customer complaints early, to improve the overall customer experience.</li>
</ul>

 
 
Planhat can help companies to focus their efforts on the customers&#39; needs rather than on resolving issues themselves. Additionally, it allows companies to track progress and measure results against targets set during planning stages. Planhat integrates with Hubspot CRM, Salesforce, Pipedrive, Google Calendars, Gmail, Slack, Intercom, Snowflake, and other product analytics, and productivity tools and applications.

Provides insights into customer activities and helps identify issues impacting their experience. 


Ad hoc Reporting

Measure progress against key goals, identify problems early on and make changes accordingly. 


Lets you add, manage and track your customer relationships.


Account Management

Create long-term plans that outline objectives and strategies for future growth.


Strategic Planning

Identifies opportunities and tracks progress in achieving target sales goals. 


Revenue Management

Forecast future trends, make well-informed decisions, and monitor results over time. 


Planhat Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top Planhat Alternatives

Planhat Pricing and Packages For 2025

Planhat is one of the highly rated software from Sales category. Know the best features of Planhat that are rated by the highest no. of users.

Planhat Reviews and Ratings - Feb 2025

Planhat is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Planhat features and it’s benefits

About Planhat - Overview and Features

Gainsight’s Customer Success Software is an essential tool for any business that wants to improve its customer acquisition and retention rates. 


Gainsight Alternatives and Competitors. Best Alternatives for Gainsight are DemandFarm, Kapta, CustomerSuccessBox, Altify, & People AI

Gainsight Alternatives & Competitors - Feb 2025

Gainsight&rsquo;s Customer Success and Product Experience Software is a cloud-based platform that helps companies to manage their customer success and product experience. This includes everything from understanding how customers interact with your products, to resolving issues or complaints. The software also provides insights into how users are using your products, what problems they&#39;re experiencing, and more. Additionally, it offers tools for improving customer engagement and reducing churn rates. 
 
The platform is designed to help companies in streamlining processes in connection with retention, onboarding, workflow management, and support management, by analyzing customers&#39; journeys across various channels. Gainsight also offers white-label solutions that help in creating personalized surveys using templates, with additional features like sending automatic follow-up reminders and analyzing customer responses via ML technology and text analysis. 
 
Gainsight offers a variety of features that can help you to improve the customer experience and product! Some of these include account planning, targeted campaigns, interaction tracking, alerts, goal management, and more. 
 
By using this software in conjunction with other marketing channels like email marketing or social media campaigns, you can ensure that your customers have an enjoyable experience from start to finish. Additionally, it is important to keep track of how your customers are interacting with your products so that you can make necessary adjustments as needed. By doing this consistently over time, you will be able to build a strong relationship with your customers and achieve desired outcomes accordingly. Moreover, businesses can also record and send short videos to improve customer engagement by using video messaging tools. 
 
Benefits of Gainsight :

<ul>
	<li>Analyzing your customer behavior to identify trends and patterns.</li>
	<li>Map out your customer&#39;s journey from the engagement stage to the post-purchase stage.</li>
	<li>Monitor customer feedback and responses to product changes.</li>
	<li>Understand how your customers are using your product.</li>
	<li>Create engaging experiences for your customers.</li>
	<li>It makes it easy for you to connect with your customers and respond to their queries.</li>
	<li>You can use it to improve customer retention rates and customer satisfaction rates.</li>
	<li>Allows businesses to organize and manage training and new operation implementation processes via documents, walkthroughs, video tutorials, etc.</li>
</ul>

 
 
Gainsight CS supports integrations with a wide range of third-party applications such as Slack, Microsoft Dynamics 365, SAP CRM, SurveyMonkey, Salesforce, Google Analytics, HubSpot, Zoho CRM, Pipedrive, Zendesk, Marketo Engage, Pendo, and others.

Manage your accounts with ease like managing customer profiles and creating customer journeys.


Provides insights into how happy your customers are with your products or services.


Feedback Management

Track revenue generated by each product or service offering within your organization.


View positive or negative sentiment in replies to surveys and questionnaires. 

Sentiment Analysis

Administer polls or surveys across multiple channels (email, website forms, social media posts). 


Survey/Poll Management

Track the performance of your emails, Landing Pages, and Social Media posts across channels.


Campaign Management

Gainsight

Gainsight Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top Gainsight Alternatives

Gainsight Pricing and Packages For 2025

Gainsight is one of the highly rated software from Sales category. Know the best features of Gainsight that are rated by the highest no. of users.

Gainsight Reviews and Ratings - Feb 2025

Gainsight is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Gainsight features and it’s benefits

About Gainsight - Overview and Features

DemandFarm is a key account management software that helps businesses manage their relationships with their key customers. 

DemandFarm Alternatives and Competitors. Best Alternatives for DemandFarm are People AI, Gainsight, Shopify, ClientSuccess, & Catalyst

DemandFarm Alternatives & Competitors - Feb 2025

DemandFarm is a key account management software that allows businesses to manage their accounts in one place. From sending invoices and tracking payments, to managing contacts and client relationships, this software offers comprehensive functionality for small business owners. Additionally, it can automatically generate reports on customer sentiment and contact activity so you can measure the impact of your marketing efforts. Other features include advanced CRM tools that allow you to customize your interactions with customers, as well as automated email campaigns that help promote sales and attraction of new clients. 
 
Users may organize and standardize their KAM activities with DemandFarm, which improves dynamic responsiveness and processing and execution efficiency. Moreover, with on-demand availability, they may shift from data silos and many files to a single source of truth that is integrated and aggregated. With data completeness, integrated &amp; unified data structures, and enhanced sales effectiveness, the platform helps you gain deeper insights. With extra support for customization, it is exceedingly adaptable and simple to modify to suit the specific demands of your sales environment. 
 
The program offers a variety of reports that can help you to identify trends and make informed decisions about strategy development. You can also use the toolkit to develop targeted email campaigns or social media content that will attract new customers. Some of the key features for account expansion and revenue optimization in the offering are an all-in-one dashboard for account tracking, opportunity, and pipeline management, relationship mapping, and up-sell and cross-sell, also known as white space analysis. The platform offers a simplified, automated, and visual representation that boosts real-time CRM adoption for data-driven insights for the overall growth of accounts. 
 
Benefits of DemandFarm:

<ul>
	<li>You can quicken your deal progression by leveraging the right relationships.</li>
	<li>You can create reports to analyze your results and make necessary changes.</li>
	<li>Helps you in managing your leads, convert them into sales, and keep track of your budget.</li>
	<li>Enhance your customer service skills and handle customer complaints in an effective manner.</li>
	<li>It offers you the ability to track your competitors and measure the effectiveness of your marketing campaigns.</li>
	<li>Helps in streamlining your sales and marketing processes, and makes it easier for you to stay on top of your customer&#39;s needs.</li>
</ul>

 
 
DemandFarm is trusted by 150+ leading enterprises and is ranked among the top 10 business apps by Salesforce for delivering impressive results. Also, it has been recognized as one of the best products in the Digital Account Planning Tools category by Gartner.

Identify which products or services are generating the most revenue for your company and why. 


Win / Loss Analysis

Keep track of incoming/outgoing contact information, and active tasks associated with each account. 


Meeting & Activity Tracker

Estimate how much money will be generated based on market conditions.


Revenue Forecasting

View all aspects of your finances, including assets, liabilities, and profits. 


Financials Tracker 

Provides insights into changing sales patterns in order to identify areas of improvement.


Sales Trend Analysis

Set specific targets regarding revenue, customer retention rates, number of leads generated, etc.


DemandFarm

Features: 
<ul>
	<li>Easy Drag and Drop to Create Hierarchy </li>
	<li>Opportunity &amp; Pipeline View across Contacts </li>
	<li>Affinity and Power- Tracker </li>
	<li>Capture Relationship Owners </li>
	<li>Sub-Hierarchy and Opportunity Org Charts</li>
</ul>

Org Chart

Features:
<ul>
	<li>Org Chart</li>
	<li>Contact Engagement Matrix</li>
	<li>Account Landscape</li>
	<li>Account Profile</li>
	<li>Activity Planner and Tracker</li>
	<li>Financials</li>
	<li>Growth Strategy</li>
	<li>Account Segmentation</li>
	<li>Competitor Analysis</li>
	<li>Qualitative Templates</li>
	<li>Impact Reporting</li>
	<li>Annual Account Plan</li>
	<li>1-click Review</li>
	<li>Account Insights &amp; Recommendations</li>
	<li>Professional Services/Customizations</li>
</ul>

Account Planner

Features:

<ul>
	<li>Sales Playbook</li>
	<li>Scorecard (Qualifying Opportunities)</li>
	<li>Stakeholder Mapping</li>
</ul>

Opportunity Planner

DemandFarm Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top DemandFarm Alternatives

DemandFarm Pricing and Packages For 2025

DemandFarm is one of the highly rated software from Sales category. Know the best features of DemandFarm that are rated by the highest no. of users.

DemandFarm Reviews and Ratings - Feb 2025

DemandFarm is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the DemandFarm features and it’s benefits

About DemandFarm - Overview and Features

Hubspot Sales Hub CRM is a customer relationship management (CRM) software that helps sales teams to manage their interactions with customers. It is designed to automate the sales process and automate the follow-up with customers. It also offers features such as lead management, customer relationship insights, and automated marketing campaigns.

HubSpot Sales Hub Alternatives and Competitors. Best Alternatives for HubSpot Sales Hub are Zoho CRM, Salesforce CRM, ActiveCampaign, Pipedrive, & monday.com

HubSpot Sales Hub Alternatives & Competitors - Feb 2025

HubSpot Sales Hub is one of the best sales CRM that allows you to manage your sales leads, capture and track your sales activity, and access your sales data in one place. With this tool, you can automate your sales process and track your leads from start to finish. Additionally, you can access customer profiles and contact information, which makes it easier to connect with your leads and nurture them into customers.

The Sales Hub also allows you to create custom reports that will help you to identify and analyze your sales data. Furthermore, it provides you with the ability to send automated messages to your leads, which can help to increase your conversion rates.

Benefits of Hubspot Sales Hub:

Some of the benefits of using Hubspot Sales Hub include:

<ul>
	<li>Easy-to-use interface that is simple to learn and navigate</li>
	<li>Streamline your sales process with powerful features such as goal planning, activity tracking, and email marketing</li>
	<li>Easily keep track of your leads and sales activities with powerful reports and Dashboards</li>
	<li>Easily collaborate with co-workers and colleagues to make better decisions and grow your business</li>
	<li>Protect your data with powerful security features</li>
	<li>A sales pipeline that tracks the progress of each sales opportunity from beginning to end.</li>
	<li>Integrated customer data that can be used to target potential leads and customers.</li>
</ul>

Apart, the platform also integrates well with Salesforce, Gmail, Microsoft Outlook, G Suite, and many others. There are many other features and benefits that are available with Hubspot Sales Hub, so be sure to explore them all! In regards to the pricing, Hubspot Sales Hub pricing starts at $50/month, billed monthly, and $45/month when billed annually. For more Hubspot Sales Hub pricing details, check the website or reach out to the Hubspot Sales Team.

You can manage multiple calls in the hub of your sales, including scheduling, routing, and recording.

Call Management

Manage your contacts and lists, including email notifications, sending custom messages, etc.

Contact Management

Schedule and manage meetings with clients, collaborate on documents, share recordings, etc.

Track the progress of your sales pipeline and prioritize tasks accordingly. 

Pipeline Management

Keep you updated on the progress of your sales reps and customers so that you can make informed decisions. 

Real-Time Notifications

Helps you to anticipate future sales trends and make strategic decisions accordingly.

Sales Forecasting

HubSpot Sales Hub

Free Hubspot CRM

Free tools with increased limits, plus:

REMOVE HUBSPOT BRANDING FROM

<ul>
	<li>Live chat</li>
	<li>Meeting scheduling</li>
	<li>Documents</li>
	<li>1-to-1 email</li>
</ul>

STREAMLINE B2B BUYING

<ul>
	<li>Payments (U.S only)</li>
</ul>

ORGANIZE YOUR SALES PROCESS

<ul>
	<li>Conversation routing</li>
	<li>Repeating tasks and task queues</li>
	<li>Multiple currencies</li>
	<li>Stripe integration</li>
	<li>OPERATE WITH EASE</li>
	<li>Calling SDK</li>
	<li>Goals</li>
</ul>

GET HELP FAST

<ul>
	<li>Email and in-app chat support</li>
</ul>

Hubspot Sales Hub Starter

Starter plus:

MANAGE YOUR GROWING TEAM

<ul>
	<li>Sales analytics</li>
	<li>Teams</li>
	<li>Sales automation</li>
	<li>Record customization</li>
	<li>Required fields</li>
	<li>Custom reporting</li>
	<li>Forecasting</li>
</ul>

PERSONALIZE YOUR OUTREACH AT SCALE

<ul>
	<li>Sequences</li>
	<li>1:1 video messaging</li>
	<li>Smart send times</li>
	<li>ABM tools and automation</li>
</ul>

CONFIGURE, PRICE &amp; QUOTE

<ul>
	<li>Product library</li>
	<li>Calculated properties</li>
	<li>eSignature</li>
</ul>

GET ADVANCED SUPPORT

Hubspot Sales Hub Professional

Professional plus:

CUSTOMIZE TO MATCH YOUR BUSINESS

<ul>
	<li>Custom objects</li>
	<li>Hierarchical teams</li>
	<li>Sandboxes</li>
</ul>

EXTEND ADMINISTRATIVE CONTROLS

<ul>
	<li>Advanced permissions</li>
</ul>

COACH &amp; ENABLE AT SCALE

<ul>
	<li>Sales analytics</li>
	<li>Playbooks</li>
	<li>Conversation intelligence</li>
	<li>Predictive lead scoring</li>
</ul>

Hubspot Sales Hub Enterprise

HubSpot Sales Hub Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top HubSpot Sales Hub Alternatives Free Trail Available

HubSpot Sales Hub Pricing and Packages For 2025

HubSpot Sales Hub is one of the highly rated software from Sales category. Know the best features of HubSpot Sales Hub that are rated by the highest no. of users.

HubSpot Sales Hub Reviews and Ratings - Feb 2025

HubSpot Sales Hub is a Sales, CRM platform designed to help businesses grow. Know the HubSpot Sales Hub features and it’s benefits

About HubSpot Sales Hub - Overview and Features

ClientSuccess is a customer success software that was designed to make it easy for businesses of all sizes to improve their customer service process.

ClientSuccess Alternatives and Competitors. Best Alternatives for ClientSuccess are Catalyst, People AI, Salesloft, Aviso, & Chorus AI

ClientSuccess Alternatives & Competitors - Feb 2025

ClientSuccess is a powerful customer success software that can help you to improve the customer experience. The platform is designed to help SaaS companies retain, manage, and grow their existing customer base with ease, and quickly. It offers many features such as chat, email, and phone support, which enables you to provide exceptional service for your customers.

Additionally, it provides information about how your customers are using your product or service so that you can make improvements more quickly. ClientSuccess also helps with problem-solving by providing step-by-step instructions on how to resolve common issues. And, it acts as an advocacy center for your business by helping you build relationships with key consumers and advocates. By taking advantage of all these features and tools, you can maximize the effectiveness of your customer success initiatives!

The platform currently offers a unique solution, called ClientSuccess Goals that help businesses collaborate with their customers to achieve desired outcomes, goals, and success criteria. All these Goals have been designed to align with S.M.A.R.T. goal-setting practices - specific, measurable, attainable, relevant, and time-based. Also, the platform offers global reporting capabilities with actionable insights into concerns, outcomes, successes, goal statuses, and more. This apart, users can measure customer objectives in a transparent and collaborative way to deliver tangible value.

Benefits of ClientSuccess

Some of the most notable benefits of ClientSuccess include

<ul>
	<li>It tracks the progress of customer interactions and helps in resolving any issues that may arise.</li>
	<li>Provides insights into what works well and what needs improvement for future customer interactions.</li>
	<li>Automatically sends relevant messages that can boost engagement and encourage customers to return again.</li>
	<li>Easily track and report on your customer&#39;s interactions with your product or service. This will help you to determine which channels are performing best and identify any areas in which you need to improve your marketing strategy.</li>
	<li>ClientSuccess helps you manage your customer&#39;s journey from start to finish. This includes everything from creating custom flows and workflows for onboarding new users, to managing communication channels and queues, etc.</li>
</ul>

Users may monitor subscription renewals, client engagement solutions, and application opportunities for growth and expansion with ClientSuccess.com, a website that connects to CRM, support, social media, and communication platforms; a tailored scorecard for each customer that tracks their progress through the organization.
 
​​​​​

Identify and remove non-compliant clients from portfolios without damaging your reputation. 

Churn Management 

Monitor all communication with your clients in a way that is easily accessible and organized.

Email Management 

Keep track of everything from proposals to meeting minutes, ensuring accuracy.

Document Management 

 Track customer feedback and use it to improve your services or products. 

Keep up with important contacts, including information about past orders, payments, etc. 

Client Management 

 Provides tools for forecasting revenue based on current trends and planned changes in the market. 

ClientSuccess Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top ClientSuccess Alternatives

ClientSuccess Pricing and Packages For 2025

ClientSuccess is one of the highly rated software from Sales category. Know the best features of ClientSuccess that are rated by the highest no. of users.

ClientSuccess Reviews and Ratings - Feb 2025

ClientSuccess is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the ClientSuccess features and it’s benefits

About ClientSuccess - Overview and Features

Gong is a powerful revenue intelligence platform that offers businesses an unfiltered view into their customer conversations across multiple channels such as calls, web meetings, chat, call and email. By leveraging advanced AI and machine learning algorithms, Gong is able to analyze these conversations and provide valuable insights to businesses, helping them to better understand their customer needs and preferences, identify trends and patterns, and ultimately improve their bottom line.

Gong io Alternatives and Competitors. Best Alternatives for Gong io are Aviso, Planhat, ClientSuccess, DemandFarm, & Salesloft

Gong io Alternatives & Competitors - Feb 2025

Gong is an innovative revenue intelligence platform that offers a comprehensive view of customer conversations and interactions across various channels. This cutting-edge tool is powered by AI and advanced analytics, allowing businesses to gain valuable insights into the market dynamics and track their sales pipelines with ease.

With Gong, businesses can streamline their revenue workflows and manage their customer interactions more effectively than ever before. By combining call recordings, web meetings, chat, email, and other communication channels into a single platform, Gong offers a unique perspective on customer behavior, preferences, and needs.

One of the biggest advantages of Gong is its ability to capture and update data in real-time, allowing businesses to monitor their sales pipeline and forecast risk more accurately. With proactive alerts and customizable email templates, Gong enables businesses to automate their customer outreach and personalize their communication at scale.

Moreover, Gong seamlessly integrates with popular CRM software, making it easy to manage and update customer records from a single platform. This syncs up the sales and marketing teams, allowing them to work together to create a better customer experience. With its advanced features and ease-of-use, Gong provides a clear path to success in revenue generation and customer engagement.

Key Highlights of Gong

<ul>
	<li>Deal Execution: Gong streamlines deal execution by providing real-time insights into the customer&#39;s engagement and helps sales reps identify areas of improvement, increasing closing rates and revenue.</li>
	<li>Forecast: Its data-driven approach to forecasting allows sales leaders to make informed decisions based on historical and current data, resulting in more accurate revenue predictions.</li>
	<li>Strategic Initiatives: The revenue intelligence platform provides insights on sales trends, customer needs, and competitor activity, empowering businesses to implement effective strategic initiatives for growth. With Gong, businesses can optimize their revenue workflows and drive revenue growth.</li>
</ul>

Gong Use Cases

Conversation Intelligence: Gong captures and analyzes all customer interactions across various channels, including calls, web meetings, chat, and email, providing you with a real-time, unfiltered view of your customers. The platform offers call recording, call transcription, and call analysis, helping you to understand and take action on customer insights.

Sales Engagement Platform: With Gong, you can streamline your entire sales engagement workflow, from calls to emails to meetings. The platform provides sales teams with personalized insights and coaching, enabling them to close more deals faster.

Zoom Call Transcription: It integrates seamlessly with Zoom, one of the most popular web conferencing platforms, allowing you to capture and transcribe all your Zoom calls with ease. The platform&#39;s AI-driven algorithms help you to identify critical conversation points, accelerating your sales process.

Sales Analytics Software: The advanced analytics features enable you to track and analyze all your customer interactions, delivering powerful insights into your sales performance. With custom dashboards, reports, and metrics, you can make data-driven decisions that drive revenue growth.

Benefits of Gong

<ul>
	<li>Multi-language support - Gong offers support for over 70 languages, allowing businesses to easily analyze conversations with customers across different regions and language barriers.</li>
	<li>Product Tour - It offers a comprehensive product tour that allows users to explore and learn about its various features and functionalities.</li>
	<li>Unparalleled pipeline visibility - This tool provides businesses with unparalleled visibility into their sales pipeline by analyzing and tracking all customer conversations. This means sales teams can better identify trends, patterns, and opportunities, and make more informed decisions.</li>
	<li>Pipeline Inspection - This tool lets businesses see how their sales pipeline is performing, including which deals are progressing and which are stalled. This can help companies identify potential roadblocks and take action to address them.</li>
	<li>Advanced Coaching - Gong provides advanced coaching features that give sales teams actionable insights into their performance. This includes personalized coaching recommendations based on individual rep&#39;s conversations, which can be used to improve skills and close more deals.</li>
</ul>

With regards to pricing, Gong hasn&rsquo;t disclosed its pricing publicly yet. However, users can reach out to its customer support 24/7 via chat, email or phone for detailed pricing information. Coming to integrations, Gong integrates with a number of third-party applications such as Apollo.io, Cognism, IeadiQ, Google Meet, Chili Piper, Webex by Cisco, and many others.

Allows sales managers to evaluate and score calls for coaching and performance improvement.

Assessment Management

Automatically transcribe, analyze and categorize your customer conversations for insights and visibility.

Conversation Intelligence

Transcribes and archives chat conversations for easy reference and analysis.

Chat Transcript

Enables you to route calls to the right sales rep based on their expertise and availability.

Automatic Call Distribution

Offers real-time monitoring of performance metrics to enable data-driven decision-making.

Performance Metrics

Automatically records and transcribes customer interactions for compliance and training purposes.

Scheduled Recording

Gong io

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Gong io Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top Gong io Alternatives Free Trail Available

Gong io Pricing and Packages For 2025

Gong io is one of the highly rated software from Sales category. Know the best features of Gong io that are rated by the highest no. of users.

Gong io Reviews and Ratings - Feb 2025

Gong io is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Gong io features and it’s benefits

About Gong io - Overview and Features

Upland&rsquo;s Altify is the perfect account planning software for B2B sales optimization. It provides you with powerful tools that help you to track leads, convert them into customers, and optimize your marketing efforts. This powerful yet easy-to-use sales planning software that is built natively on the Salesforce platform. This allows users to manage and organize their sales pipeline more easily, as well as track key performance indicators (KPIs) in real time. The platform helps sellers with contextual actions, insights, and best practices right within Salesforce, which allows them to make informed decisions about the sales process, identify opportunities more quickly, and close more deals faster.

Altify includes features like relationship mapper, account manager, opportunity manager, sales process manager, and sales reference manager. The relationship mapping feature allows you to track the relationships between different stakeholders in your organization so that you can understand their roles and responsibilities better. The account management tool makes it easy for you to track all of your customers&#39; contact information as well as their current status (active or inactive). The opportunity management tool lets you identify which opportunities are worth pursuing based on the client&#39;s needs and budget constraints. The Sales Process Manager gives you an overview of each step in the sales cycle so that you can optimize your efforts and ensure high-quality customer service throughout the whole process. And finally, the Sales Reference Manager helps keep track of past clients who may be potential references for new prospects.

Altify is best for large enterprise companies with complex B2B sales cycles that are utilizing Salesforce CRM. Altify integrates with Salesforce, LinkedIn, Quip, ZoneBilling, AccuRoute, and Upland.

<h3>Benefits of Altify</h3>

<ul>
	<li>Provides a comprehensive account planning solution, offering users the ability to plan and track every aspect of their business from A-Z. This includes everything from financial projections to marketing strategies and customer retention plans.</li>
	<li>This software is highly configurable and allows users to customize the layout and interface to suit their needs.</li>
	<li>The relationship map makes it easy to visually connect various transactors with one another - this is useful for understanding how these transactions influence each other. It can also provide insights into patterns or correlations that might otherwise go unnoticed.</li>
	<li>It can help you visualize the relationship between all aspects of your business and make strategic decisions that will help you grow sustainably.</li>
	<li>With Altify, you&#39;ll be able to develop comprehensive account plans that will enable you to understand your customers and their spending behaviors. This information can then be used to make informed investment decisions.</li>
	<li>Provides political mapping of your customers, which allows you to see how different segments of your customer base are voting, what magazines they read, where they buy their groceries...you get the picture!</li>
</ul>

Altify offers a free demo. Regarding pricing, Altify hasn&rsquo;t made its plans or their pricing information public.

Altify

Altify is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Altify features and it’s benefits

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