Altify

ClientSuccess

People.ai

Planhat

Kapta

Leading B2B account planning software with relationship mapper, account manager, opportunity manager, sales process manager, and sales reference manager. 

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.

Supports flexibility in the sales process, allowing you to customize it to best suit your needs.

Flexible Sales Process

Allow for easy navigation and analysis of data across different departments or divisions. 

Multiple Org Charts

Track your sales progress by automatically entering data into fields like order date, product sold, etc.

Field Sales Management

Create customized training materials for your employees or customers using industry-standard templates. 

Built-in Course Authoring

 Allows users to assign roles and responsibilities to different stakeholders. 

Stakeholder Roles

Allows you to create contact records for leads, contacts, opportunities, and cases. 

Lead Management 

monetization

Free

organizationtypes

Large Enterprises

platforms

Linux

Paid

Small Businesses

Windows

Catalyst CS software is designed to make it easy for you to manage and optimize your customer relationships.

Catalyst is the best customer success platform because it was built by CS leaders for CS teams. It offers a comprehensive, easy-to-use solution that helps your team manage and track customer feedback, issue resolutions, and support interactions in one central location. Catalyst also provides valuable insights into how users are using your products or services and can help you to improve user experience (UX) throughout the entire product journey.

From managing churn, contacting inactive customers, and diagnosing issues, to providing solutions and driving continuity of contact, Catalyst helps teams achieve their objectives faster and more efficiently. It provides the tools and resources necessary to deliver outstanding customer experiences, build recurring loyalty, and drive growth for your business. Users may build page designs and dashboards that display critical data without the need of an administrator with Catalyst. In addition, users may review product performance data, service/support tickets, Salesforce field data, and email communications on a single platform to get information about clients. In addition, you may keep up to date by doing things like task completion, emails, call notes, and other tasks.

<h3>Benefits of Catalyst</h3>

Some of the most notable benefits of Catalyst include:

<ul>
	<li>It helps in building customer relationships that are long-lasting and profitable.</li>
	<li>Helps in identifying and resolving customer issues quickly, eventually building better customer relationships.</li>
	<li>Streamlines the customer support process, so that you can handle more customers at a time with ease.</li>
	<li>The software makes it easy to manage customer interactions and track the progress of customer engagements.</li>
	<li>Catalyst offers insights into how well your marketing efforts are performing and provides actionable insights on how to improve them.</li>
</ul>

With Catalyst, you can easily see all of your customer data in one place and respond to any issues or questions that your customers may have. This information is integrated with your entire tech stack so that you can have a &quot;single pane of glass&quot; view of your customers. This way, you no longer need 10+ tabs open in your browser at one time - everything is conveniently accessible from within Catalyst. It integrates with Salesforce CRM, Segment Analytics, Zendesk, Slack, S3, Mixpanel, Snowflake, etc. ​​

Keep track of all the relevant contact information for each of your customers.

Account Management 

Makes it easy to gather feedback from your customers both online and offline.

Feedback Management 

Provides a centralized location where you can easily add new contacts or respond to inquiries.

Contact Management

Analyze your sales data in order to identify trends and make better strategic decisions. 

Revenue Management

Send personalized emails based on specific criteria such as lead status or purchase history. 

Email Management

Provide detailed information about your overall business performance for better optimization. 

Performance Metrics

Catalyst

<ul>
	<li>Industry-leading customer success management and technical support</li>
	<li>Dedicated implementation and onboarding</li>
	<li>All of the above resulting in our unmatched 98% CSAT</li>
	<li>Enterprise-ready features and integrations</li>
	<li>Priority access to Catalyst community programs</li>
	<li>Exclusive access to the Catalyst Customer Community</li>
	<li>Includes training videos, certifications, collaboration, and more!</li>
</ul>

Enterprise Plan

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 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. 

Feedback Management

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. 

Individual Plan

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

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

Kapta is a full-fledged account management platform that features KAM (Key Account Management) process for transforming client relationships.

Kapta is an account management platform that uses the KAM (Key Account Management) process to transform client relationships. This proven methodology helps businesses build a rapport with key customers and develops strategies for retaining them. Kapta is a Web-based software-as-a-service application that requires no software installation or manual updates. Instead, it securely connects to your account via the cloud and allows you to manage all aspects of your business from one location. 
 
Kapta comes with features like API, activity dashboard, CRM, collaboration tools, customer database, customer history, customizable reports, multi-channel communication, real-time insights, reporting/analytics, and built-in forecasting. 
 
Kapta offers comprehensive account management platform services such as assessment and training, rollout and integration, billing and invoicing, customer support, data collection, and analysis. Kapta&rsquo;s customer-centric approach helps you build engagement, reduce risk, standardize internal processes, and drive organic growth. Another front where Kapta does well is in account management and collaboration. It provides organizational mapping and collaboration, which makes it easy to keep track of who is responsible for what. Additionally, Kapta enables you to share files securely and easily among team members so that everyone can be on the same page. 
 
​​​​​​​Kapta offers built-in integration with popular CRM software &ldquo;Salesforce&rdquo; and a campaign management solution &ldquo;NationBuilder&rdquo;. With its API, businesses can also connect it with other third-party platforms. 
 
Kapta can be used by entrepreneurs &amp; businesses of all sizes and levels of experience. It offers an intuitive and user-friendly interface that allows you to manage your accounts, customers, orders, products, reviews, social media profiles, and more with ease. 
 
Benefits of Kapta:

<ul>
	<li>Connects internal systems and processes, which helps in ensuring that all operations are logged, tracked, and monitored so as to enable better decision-making.</li>
	<li>Features a purpose-built KAM solution. This technology allows you to identify risk and upsell potential, execute account planning initiatives for these key clients, and measure and report data.</li>
	<li>As it&rsquo;s dynamic software, it helps you rapidly and easily manage your business accounts from one place. It also has a proven methodology to back things up, so you can be sure that the data is accurate and up-to-date.</li>
	<li>Offers access to a community of successful account managers who can help you to maximize your business opportunities. They will work with you to develop and implement strategies that will help boost your revenue and grow your team.</li>
	<li>Provides an intimate understanding of your customer&rsquo;s biggest challenges and risks. This allows you to target your marketing efforts in a more effective way, as well as provide solutions that address these issues head-on.</li>
	<li>Provides critical insights into customer behavior, engagement, and preferences, creating valuable cross-sell opportunities across all channels.</li>
</ul>

 
 
​​​​​​​Official information regarding Kapta&rsquo;s plans and their pricing isn&rsquo;t available. What&rsquo;s available is a free demo, which can be booked from its official website.

Allows you to assess the overall health of your accounts.


Account Health Scoring

Manage team member responsibilities and assign tasks quickly and easily. 


Interactive Org Chart

Makes it easy for you to plan and manage your accounts in an organized fashion.


Customizable Templates

Ensure that everything is on schedule and meets your expectations. 


Deliverables Tracking

Makes it easy to report to clients as well as C-Suite. 

Easy Reporting 

Provides seamless CRM integration through its streamlined interface. 


CRM Integration

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 

Aviso

<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 has so many quickly accessible views of our data by team, by segment, by manager and rep to view the health and trend of our business. Its excellent for a high tech sales manager to conduct a 30 minute 1x1 with a sales rep to cover their pipeline, their recent activity, and their forecast. Its also an awesome tool for Sales Operations to collect data and make QoQ or YoY comparisons on data in preparation for the weekly Executive forecast reporting. Our team gets great value from this data. There is little flexibility to create a custom report and save it for regular use. In the past they had some delays in developing new features, which they have now fixed.

Additional visibility into the sales forecast, as well as a separate view with the Aviso forecast. It has also been helpul in tracking changes over time, which we previously had to manually track. I like the ease of digging in through different geographies and territories quickly. I have found the Aviso forecast helpful as a seperate view from the sales forecast. I wish there was more visibility into how the forecast is create. I appreciate the changes, but what % on each deal and what factors the forecast behind it is using would be helpful in triangulating differences between the sales role up and the Aviso forecast.

weekly forecast capture It was good but after recent update not so good. Month to mth breakdown was good, dashboard and recent changes made to forecast which was captured also good. Ability to change amt and see closed deals , upside, commit,.... all good. What you need to do is when do updates let us know the changes you've done, you did have something but i wasn't able to see the changes at that time so thought next time i log in i can go through tutorial but it wasn't available and now i'm lost to give my mgr monthly breakdown of deals so pls help.

It has allowed me to get a better idea on how we may end before the sales month. Thereby giving me the chance to change our sales strategy as a team. I like how it can integrate with Salesforce and how it pulls the last updates on the deals. I can see when the last update was made and what the notes relating to discovery was. This gives me a better idea of what went on the call and how we can push the deal forward.
 I wish there was a way for my name to be excluded on the list when you are looking at the deals under your team.

One off our managers shared. "Uses Aviso for 1-on-1 coaching sessions.
Useful view of Opportunities with the deal insight cards.
The number of pushes denotes rep behavior per Opportunity.
Viewing how detailed the notes are for pushed Opportunities and comparing them with similar Opportunities.Being able to visualize the pipeline for the whole Team." more features that will help us forecast sales effectively and efficiently. 
we need a tool that will help our organization reach our long term goal.

Aviso replaces the entire spreadsheets that were used across the sales organization. Aviso is very flexible in adapting to our company's forecasting needs. It's easy to use. Customer Support is awesome in providing support with issues, applying updates, and providing training materials. Data Science algorithm (Aviso scoring). From an admin standpoint, not being able to update hierarchy has been a struggle. Self service capabilities are limited. Lack of product level forecasting/predictability.

It has significantly sped up the time for me to review and update my opportunities and report through my management. I love the integration into my SFDC Instance and the reporting elements of the solution. It is an easy way for me to do mass updates to my opportunities and get a singular preview of my foretasted revenue. I feel the UI could be improved a bit and the deal scoring mechanism probably needs to be refined to disclose the weighted elements of the score.

The biggest benefit is forecast accuracy and insight. Also the analytics and realisation view. Great for deal reviews. Great for Forecast accuracy and team roll up. Good visibility of the teams view on their own deal tracking. I like the Aviso Analytics and the forecasting and mail integration for deal activity too. The Deal view on the User interface and the fact that the Login is not integrated into Sales Force (Multiple Logins)

We are transitioning from one CRM to another, so this makes it incredibly easy to have all of my active opportunities and pipeline in one place. I also love how its single sign on with Centrify, and i dont have to sign into multiple apps. At times there is duplicity with multiple forecasting tools. I also wish i knew what the percentages were based on when calculating the deal probaility.

Easy to use, global view by quarter, mid year or year. Ease to parameter.
Help to drive business in time, figures, status and follow up.
Interesting to share view with all teams. A lot of functionnalities are available. Easy to use but I think that a training minimum is required to be sure that the usage is complete. 
For example, I am not sure to use this tool in the entire capacities.

strong visibility into my SFDC opps Suggestions are very helpful. I use the Deals view frequently and review the Aviso score as a data point for pulling deals in to Q. Renewals are pretty static for us so reviewing them weekly is a little bit of a nuisance. Sometimes I see Closed opps. I feel like that should be a very deliberate switch/ check box to show anything closed.

This software was a free trial. While we were not able to fully purchase the subscription, it was easy to use and we felt that the product worked well. We did not have it long enough to find any problems. We did not have this free trial long enough to have any problems. Basically it was a financial decision to not go with it, but we did not experience any problems.

Insight into deal movement, lots of dashboards, etc. Clean interface, nice integration into SFDC. The Aviso interface - while constantly changing or being upgraded, moved around - is fairly intuitive. UI constantly changing, updating "$0" is clumsy as you must enter a value. If you update the quarter - all months in Q should update.

Simply put, the dashboards and intelligent forecasting tools are the primary motivations for adopting Aviso. We looked at a lot of different tools before selecting Aviso. Although most of the software is pretty intuitive to use, there is an initial learning curve. Having more wizards or tutorials would be helpful.

Pretty accurate forecast. It was easy to implement and they were there every step of the way to help you get it up and running. It has also helped us have a more accurate forecast. The setup of every user was very manual and the username had to exactly match the email address used (case sensitive).

organized, accurate pipeline It is a good weekly reminder to sit down and revue your deals, good tool to keep accurate pipeline and projections. very easy to use, good UI needs better integration with SFDC, sometimes updates need to be made in both softwares, which is double the work

Easy and accurate sales forecasting. Aviso gives us sales people a more accurate way of forecasting. I haven't used other similar tools so I have no other point of comparison but so far, it has made my job a little easier. It definitely is less confusing compared to excel sheets.

Forecasting I like most is the ability to see opportunities of each of your reps and do actual coaching and do deal review via Aviso What I least like about the software is it's hard to navigate at first and requires training to utilize the software efficiently

Having all deals listed at a finger tip, each deal is scored by AVISO, the list is not stale (refresh every 15mins), Reports, and new features that come in Don't have any real cons that are deal breakers... Not able to resize or customize the deals list.

I like their fancy trend charts and the function of deal visualization/Scoreboard. Aviso forecast is put a comparison against RVPs' forecast. Aviso score seems not that correct recently, probably related to the UI change. Sometimes there are glitches.

- single view of all deal with self judgement
- easy to communicate and review deals with boss, and boss of my boss - sometimes too much visibility for my boss
- update from SFDC is slow (once per day?) which not good for user in APAC

Always available (no down time)
Fast and easy to access information 
Customizable to fit our company's specific needs A lot of information, many screens, and sometimes a little confusing (but I would rather have all of the options)

Aviso is a valuable forecasting tool that is pretty robust as it is but they are also extremely accommodating and flexible with your requests to suite your business needs. 

We can save the time It will save the time, we can update our comments online while running the forecast call, we can make required changes also

It was interesting to see day to day progress towards the target It took a while to get started with Aviso, which was not so straightforward


The concept of Aviso is probably the tool's strongest attribute.  From the way that Aviso was sold to my company, the understanding was that over time and consistent use, the Aviso software would be able to begin to predict outcomes on behalf of the sales team relative to our monthly and quarterly forecast.  That predictive component never actually worked for us in our Aviso instance.  I did like the deal by deal views and that we could load our sales staging process into the tool and then break out our deals by specific stage and based on whatever time frame we choose (which was organized by the close date a rep input into SFDC).  The integration of data between SFDC and Aviso felt seamless to us as sales leaders, but I am not sure the amount of back-end work our Sales Ops team had to do in order to make that happen.  The tool was great for working directly with reps on a deal by deal basis for both monthly and quarterly outlooks.  I also liked that the content from the "next steps" field in salesforce came into Aviso.    
The week over week changes to the forecast did not show up anywhere in Aviso.  This was something that we manually tracked in a google sheet outside of both Aviso and SFDC.  So, whenever a weekly update was not completed by a sales leader (due to travel, vacation, etc), it was hard to follow the data and take action.  In addition, the predictive forecasting component of Aviso never actually worked for us.  The predictive component was the reason we switched to Aviso, so it was a little disappointing to never have that become an accurate way to judge/predict forecasting.   
Good tool in general, but we did not find the predictive forecasting piece to be of good use to us.  I can't say whether or not that was due to our internal sales ops team and the set up or due to Aviso.  If I were to reconsider a purchase of Aviso, I would need to understand how they are making improvement to the predictive tool and be certain that the machine learning would ultimately help to build up a more accurate forecast weekly  
We used Aviso so that our reps and managers could update their weekly forecasting and also as a tool to easily grab late stage opportunities to manage and coach our reps towards closing deals.  We also used Aviso as a tool to roll our weekly forecast to the Executive team.   


It is easy to toggle opps into/out of the forecast once you find them 
- It is completely disconnected from SFDC - any update to an opp in SFDC takes at least 20 min to populate over. You need to plan ahead for any forecast review and can't make quick last minute changes based on new info. 

- It's difficult to find opps in the list using the Aviso filters 
 
For leadership, it provides a central view into the forecast. For reps, it is an additional place to manually update the forecast.  
Thanks very much for the review!



We do integrate with Salesforce and are working on reducing the latency to near real-time on updates- we apologize for the inconvenience currently with the several minute latency. We also have near real-time Web as well as Mobile writeback to update Salesforce. Our deal list filters are configurable, so we can work with customers to optimize deal search based on their needs. Search is another way to find opportunities.



Please keep the feedback coming, we greatly appreciate it!



Best,

The Aviso Team



My favorite part of Aviso is being able to update multiple opportunity records in one centralized place and not having to click into each individually. This functionality makes prepping for forecasting much more straightforward. 
The Aviso AI component seems fictitious and hand-wavy. The predicted numbers are never correct, and there is no explanation of how it arrives at those numbers. Let's be real -- this is not an AI/ML tool by any means. This is just a nice UI/UX on top of Salesforce. Still adds some value though. 
Ability to more quickly update SFDC data. 
Thank you for your review, and sharing your thoughts on what you have like and disliked about the platform. Aviso's AI is consistently within 4% accuracy quarter over quarter, and is trusted by many sales leaders at Fortune 100 organizations. We would love to sit down with you and do a review of your deployments accuracy. It is important to us that you have a great experience in Aviso and would be happy to help put you in touch with your Customer Success Manager? 


I'm not sure there is actually much to like about Aviso.  
As an end user and sales person, I simply don't understand why Aviso's functionality is not included in SFDC or other CRM platforms.  
Try to integrate the product into CRM better so we don't need a separate interface.  
I believe my organization is trying to determine and forecast properly using the algorithms that Aviso provides, beyond simply what we are forecasting in SFDC.  
Thanks for submitting a review, we appreciate you leaving your feedback and are sorry to hear that you're not satisfied with the product at this point. We'd really appreciate the chance to discuss this further with you and see how we might be able to help you get more value from using Aviso. You are more than welcome to connect with us directly at support@aviso.com. Again, our apologies, we look forward to connecting and helping to address your issues ASAP.


UI is clean and easy to follow, it is used heavily in our org for forecasting deals. I like how you are able to quickly toggle deals that are active vs inactive.  
Does not integrate with Salesforce, not automated as well as it should be. I want to be able to update Salesforce and have it automatically updated in Aviso.  
n/a 
Forecasting properly in sales - benefits have been realizing future planning and deals.  
Thanks very much for the review Erica! We actually do integrate with Salesforce and are working on reducing the latency to near real-time on updates - we apologize for the inconvenience with the several minute latency.. We currently also have near real-time Web as well as Mobile writeback to update Salesforce. 



Please keep the feedback coming, we greatly appreciate it!



Best,

The Aviso Team 



The integration with Sales Force and the ability to go from Aviso directly into Sales Force.  I also like how you could filter out the deals per month or per sales cycle 
That it is not a real time tool and it takes time to reflect any changes done in Sales Force 
You should only have 1 forecasting tool.  Aviso is great if that is the only forecasting tool so dont use it as an additional tool  
Forecasting for sales  
Hey Alejandro, thanks for the review and candid feedback! We are aware of the latency issue between Aviso and Salesforce and are proactively addressing so we can continue to improve on real-time updates. 

Please keep the feedback coming and let us know if you have any questions.



Best,

The Aviso Team


Nothing. This platform is redundant, and adds extra steps to my admin task list.  
Redundant UI that copies SF reports. No value added beyond what can be currently derived from SF reports. 
see if you can do the same thing with SF reports. This is redundant, and doesn't provide new value for me as an end user.  
none, none 
We're sorry that you find the product to be redundant with Salesforce. We do think there is tremendous value in being able to leverage AI insights to help you better manage your pipeline as well as individual deals. 

We encourage you to reach out to your Aviso Account Executive with specific product concerns so we can help you derive more value from your user experience.



Best,

The Aviso Team


Aviso gives a look of the changes in deal over a period of time. 
The forecasting can be done through Salesforce as well. This is an additional tool to look at. 
I am not sure what is the utility of this product. I was asked to use this tool by my managers. But it doesn't add any value to my work. I use Salesforce for forecasting and it works best for me. 
Thanks for the review! We agree that Salesforce forecasting fits the needs of some businesses, while others benefit from the advanced capabilities Aviso offers for AI as well as rollup forecasting. We partner with SFDC and feel that Aviso is very additive to what SFDC offers. Please keep the feedback coming, we appreciate it!



Best,

The Aviso Team



The product is fairly easy to use for forecasting your transactions. 
The updates on this system has been really slow and it takes an hour to sync with SFDC 
Not really sure what we are solving at my level but, I would imagine forecast accuracy.  
Ryan, thanks for the review! We do integrate with SFDC and are working on reducing the latency to near real-time on updates made in SFDC - we apologize for the inconvenience currently with the several minute latency. We also have near real-time Web as well as Mobile writeback to update SFDC. 



Please keep the feedback coming, we greatly appreciate it.



Best,

The Aviso Team



Very clean UI, provides quick method of seeing my quarter 
Its yet another interface, its another place that I need to enter info.  Why can't I see this out of Salesforce?  Also, when one updates Salesforce it takes some time for Aviso to update.  
Sales Pipe  
Thanks for your review! We agree that Salesforce forecasting fits the needs of some businesses, while others benefit from the advanced capabilities Aviso offers for AI as well as rollup forecasting. We partner with SFDC and feel that Aviso is additive to what SFDC offers. Please keep the feedback coming, we greatly appreciate it!



Best,

The Aviso Team



Its fairly straightforward to understand how much credit we receive on deals.  
I don't understand how to see how much I'm forecasting and to toggle between quarters.  
Help us with training on the product. Where can reps get value from it. 
I'm not sure I see the benefits as I'm not a manager. I think they use it for forecasting but I'm not sure why they need it beyond SFDC.  
Thank you for the candid feedback! We would be happy to help with product training so you can see the benefits! Please contact your Customer Success Manager or email us directly at divya.gupta@aviso.com.



Best,

The Aviso Team


Link with Salesforce .  All forecast data is auto populated.   
Its clumsy to use.  Cannot easily determine what fields are necessary to update.  Cumbersome to find data.  
Forecasting for management. Easy to roll up all accounts.  
Thanks very much for the candid feedback about Aviso. We're sorry to hear that you find it clumsy to use and cumbersome to find data.  We'd like to offer you the ability to sync up with somebody from our customer support team to provide some insights and training so you can find more value from the product.

Please feel free to send an email to support@aviso.com.


Ease of use



Marks forecasting by Best Case, Most Likely 
Duplicate effort to Salesforce, syncing doesn't always work 
Forecasting
 
Thanks very much for the review Samantha! 



We work with customers to configure the product so as to not duplicate data entry. Some customers update data in Salesforce, others in Aviso (with writeback). We are improving the Salesforce to Aviso data latency to be near real-time in the future - we apologize for the inconvenience currently with the several minute latency.



Please keep the feedback coming, we greatly appreciate it!



Best,

The Aviso Team


That it has an Okta tile and I don't need to remember a password to login. 
It has the SFDC data but won't give me a link to the opportunity when I click it

When refreshing comments and next steps it does a reload every time it saves, I lose my place on the page

I can't make certain things visible or hidden as set shareable filters. 
Make sure to do your due diligence 
It has a pretty UI and our leadership team likes to look at it. 

Limited by directional sync with SFDC creates a lot of repetitive work.  

I do not consider it the source of truth due to the lag after updating SFDC. 


No longer use, create reports through sfdc 
It is a lot of information, some may have more relevance than others.  if we can sort our views and hide tabs/information we do not find relevant that will help with the organization.  In the US, the recording of information, for example any conference calls or providing access to emails my be frowned upon by both employees and customers. 
Once i utilize the tool i will be able to provide more input to the question.  It looks similar to our old tool in SFDC in some of the functions but potentially provides even more information. 


The way you can see a deal go in and out of pipeline day by day and from which stage they moved. 
The product is trying to evolve but the customer success team is not aware of how to use the new features or good at guiding their customers through it. 
Get better customer success folks. 
Trying to solve what is project forecast for the quarter and out two quarters. Benefits have been the ability to see opportunity movement but not ability to see trending in overall data. 


Aviso is a good real time tool to gauge the health of the sales business.  It gives a quick update and key metrics that people care about 
I wish it was more dynamic and it could do more than pull fields from Salesforce.  If we could do some filtering/logic on the data that was pulled it would be more useful across the business. 
Keeping a pulse on the health of the business and the forecast 


its easy to see where a rep is for the month, quarter and year. 
It's not very intuitive to use. For example trying to fine previous quarter information is tricky. 
Great forecasting tool for reps to track where they are against their monthly, quarterly and yearly quota. 
Forecasting. Makes it easier to see where a rep stands for the year. 


The inline editing for notes, the ability to look at different time segments 
constant changing of forecast, pipeline stages, the time it takes for SFDC updates to hit Aviso, the fact that edits don't always save, you cant see previous notes.  
Check everything constantly as things get changed without you changing them. 
None really.  


Their deal grid + forecast view. The entire sales team can see their deals and then more effectively provide a call number. 
Their pile of errors we keep running into. Too many excuses from the Aviso team. 
Forecast Accuracy and forecast behavior / 120 pipeline outlook. Benefited from rolling 90-day view. 


I like being able to update my notes from within Aviso, rather than having to go to my CRM. 
VArious problems throughout the year: opportunities not showing up, wrong numbers, cannot switch from one quarter to another. 
It allows me to see my forecast in every category and share with my manager. 


I think having too many add ons to SFDC just adds confusion. 
This survey.  Use multiple-choice to make it easier. 
I don't have any. 
The benefits are not clear and were not explained at all. 


Overall, good tool to track pipeline, forecasting and deals 
Reporting can be improved, can be very slow 
very useful tool 
tracking forecasting 


The ease of committing deals with 1 click 
It is hard to navigate when populating different pipeline quarters 
Gives real visibility into deals 


Fast responses from the support team asdf 
The fact that we are constantly sending emails to the support team 
We use aviso for forecasting 


I've been using Aviso for nearly a year due to my role as a Sales Excellence Manager. Everyone I've worked with at Aviso is passionate about the product, and happy to educate sellers and users to become true SMEs in the tool that share their own passion as well. I recently came off a call with Vikas Joshi, one of Aviso's Product Success Managers, and he spent almost an hour with me walking me through a deep dive of the Aviso Global Admin capabilities. He was patient, knowledgeable, and went above and beyond to answer all of my questions in great detail. His dedication to customer support is top notch, and his knowledge of the tool is impressive. He was happy to share that knowledge and receptive to feedback of how to make it even better. 
There truly aren't many downsides to the tool; it's innovative and intuitive and any dislikes I may have are most likely subjective. It's a great tool/product that I would recommend to any sales team. 
Highly recommend Aviso; the tool is innovative and impressive and offers fantastic features 
I utilize Aviso to view quarterly sales forecasts and deals in the pipeline. I love the Aviso AI aspect, and it's so cool to help look at deals that are at risk and the analytics it provides around how many times a close date has changed, the length of a particular deal, average length of a deal for a seller, etc. The statistics it automatically provides at a seller and opportunity level are truly impressive. 


Aviso helps me keep track of deals and reflect on my quarters. I can also keep track of upcoming deals and pipeline generation and forecasting, as well as stay on top of upcoming opportunities 
The prediction metrics are simply inaccurate. Compared to some products like Atrium https://www.atriumhq.com/ the data-driven analysis is really weak. Grossly underestimates where I will land each quarter because I'm an account manager, so Aviso isn't able to give any prediction for the organic upsell I will see in my accounts because it's only looking at currently open opportunities and not my past "created and closed" in quarter. 
We are using Aviso for forecasting and sales coaching. I am able to easily look at the total value of my pipeline and key deals. We also use the tool with my manager in our weekly deal reviews. 
Hi Dominic, thank you for your feedback. Have you seen where we show our Aviso forecast is split between "Existing" and "New Pipe Forecast"? This is where we actually differentiate between existing revenue in CRM, and new organic revenue not yet created in CRM which our predictive models assume will be opened and closed within the quarter. Would love to show you how you can find this! I will be reaching out to you 1 on 1 :) 


I love the AI score and the analytics as it provides great insights that bridge the art and science of forecasting. Aviso is very intuitive and I was able to use it right away without training. However, it was nice to have access to a customer success manager (Ajay) to train my team on how to get the most out of the tool - especially the analytics. 
I have not found anything that I dislike.  Maybe one thing I would like is the ability to click right from the opportunity name under the Deal list and have it jump to the opportunity in Salesforce. Currently, it takes a few clicks to do that. 
It is helping us forecast more accurately. The AI SCORE IS HUGE - IT HELPS US IDENTIFY WHY THE CONFIDENCE / SCORE ON AN OPPORTUNITY IS TRENDING UPWARD OR DOWNWARD - like improving your credit score - and it provides insights into why it is scoring your opportunity the way it is. I just wish it automatically provided some "weight" in the score for a follow-on opportunity vs. a net new opportunity. 


The system has undergone significant changes, and I was in the process of automating numerous aspects of our pipeline and forecast. As a result, we had to make substantial modifications to our forecasting requirements and outlook. Over a month, they made daily calls to check in on us and eventually resolved most of the problems. Moreover, once Aviso is configured, I no longer need to navigate SFDC to obtain the details I require; instead, I find the necessary information in Aviso. 
Their analytics and patterns contain some anomalies that have yet to be resolved. All the necessary data is already contained in the forecast and SFDC; all that remains is configuring the appropriate hooks so that the reporting or dashboard pages can begin producing accurate results. 
The pipeline and forecasting process and methodology employed by Aviso are highly precise. With the available analytics, we can spend less time on forecast and transaction reviews and gain more AI-based business insight. 


Aviso's sophisticated and modern user interface is its best feature. The arrangement is sensible, and once it has been educated and deployed, sales teams will find it quite beneficial. Visual tools like pipeline potential maps are a valuable benefit. WinScores's opportunity management and forecasting appear reasonably accurate, possibly because they evaluate a great deal of data and employ proper AI techniques. Managers and the sales team/sales operations team are two groups that have benefited from the system's increased efficiency and reduced burden. 
I find that Aviso isn't as user-friendly as other similar platforms. It can be difficult to find the information I need, and the interface isn't as intuitive as I would like. 
The  Aviso software provides a means to standardize forecast categories across an organization's many responsibilities. Thanks to Aviso, accumulated calls can be disregarded, and the evolution of business can be monitored through time. 


The tool is amazing, easy to use, insightful - it helps me see the status and history of my pipeline.   My manager and I use the service in our 1:1 discussions to help me plan for success.  It help my leader and the ELT to forcast and budget for resources.   The Aviso is awesome; they are friendly and available to help me get the most out of the Aviso platform. I especially like working with Nupore Satish More and Vikas Joshi who helped me learn how to operate, navigate and use the platform sucessfully.   Grade A+  Thank you , Norm Charette at Venafi 
There are no downsides so far.   Help is just an email away with Nupur and Vikas. 
Real-time access to my sales and opportunity pipeline.  Intelligent business conversations with my sales director and planning for resources and closing strategy. 
Thanks so much for your kind and supportive words, Norm! We will be sure to pass along the kudos to Nupur and Vikas and thank you for being an Aviso client! 


I love that in Aviso you can toggle deals to be "in" or "out" of your forecast, which gives you visibility into what deals you need to close to hit your quarterly commit.  I enjoy being able to quickly see the difference between management levels and the forecast they are using.  I also love the service level that we get from Aviso, I'm now spoiled and expect the same level of support from other tech suppliers. 
I do not find their reporting intuitive; while very visually pleasing, I don't really grasp what the graphics are telling me.  Perhaps it's because it is different from what I used to but I haven't been using the functionality much.



Also, the save time is slow, when you move a deal from in (or out) of forecast, it always take more time than expected to calculate it. 
Aviso helps me have solid control over my forecast and understand when we are going to finish the month/quarter. 


Aviso helps me keep track of my pipeline in an all-in-one platform and dashboard, focusing on forecasting, analytics and insights, as well as AI to predict whether or not your forecast is accurate based on historical trends. 
If you have a lot of deals in your pipeline, the UI can get pretty crowded. If there's not enough room to update my next steps, I find myself having to go to SFDC and make changes there. 
Best pipeline management solution I've personally used. Very happy with it. 
I keep track of an average of 30 deals every quarter in Aviso. I can see if an opportunity has been sitting stagnant for a while, and it gives me intuitive insights into whether I should close it out and focus on better deals. 


Aviso is a great tool for pipeline analysis, that I highly recommend. Customer support team is always there to support you with any question. Different reports we can easily access to get any data we want. The visualization of the analytics is very helpful in easily absorbing the data. 
Sometimes when we miss certain fields in the customized report, I can not easily add it on demand - I have to ask the Customer Support team to add it, which add extra time. Regarding historical data- it would be great to have access to historical data above 2 quarters. 
They are there to support adding missing fields or creating additional reports- they are very helpful. 


User-friendly and seamless use. I feel like I really know how to navigate everything without worrying about having all these questions with little to no help. Everything is super self-explanatory so I enjoy Aviso 
Honestly, I have not had really any issues. I guess an error for some better improvement would be the support response time. Also consistency with support concerns. 
Practice with the coach to put in new deals or have Aviso onboard sales teams 
we use our team to track the revenue goals of our teams. We use it every other day to keep track of where we are at thus far and how we are meeting our upcoming goals. 


Aviso is a super powerful AI forecasting tool for sales. The mobile experience is inconsistent with the desktop experience so I can easily make forecasting changes through the Aviso Mobile App. 
Nothing. Aviso is super easy to use, very intuitive and insightful. 
Aviso helps me with deal forecasting and commits. The dashboard gives me a quick snapshot of all my deals and provides an Aviso Score which represents the probability of a deal closing. I also love the WinScore Insights, Bookings Timeline Insights, Relationship Insights, and Engagement Insights and it helps me uncover blindspot on my deals. 


The Forecasts tab is the tab I utilize the most in Aviso. This tab is helpful for me as it keeps track of my team's actuals vs. plans and commits. 

Shows variance to plan and LMH commits real-time, although we have to input bookings override manually as the SFDC booked column does not update as quickly as we would want it to. 
Not fully understanding the AI forecast logic. Pipeline flow does not necessarily show an accurate view of 'New' pipeline generated. Seeing New at $0 for this quarter as of 1/5. 
Raising Director & Sr Manager levels accountability on commits. 


We like that all of our Sales Team can quickly log into Aviso and view their forecast. The App helps our management team forecast and predict better. 
We do not like not being able to log in as the end users to see what they see and be able to help them better. We do not like the admin panel; we would like to be able to hide some of the inactive users. We do not like it when new updates break some our settings and apis. 
Aviso is great for presenting to the executive branch, it minimizes the work of creating powerpoint slides for the regular forecast calls. 


The ability to toggle different deal stages and have it be applied to each bucketed forecast category is great. Also, being able to create dashboards of certain types of deals is essential. 
I wasn't a fan of the old UI, which is why I am glad there is a new UI that is easier to navigate! 
It is helping me gain better control of my pipeline by being able to talk back to Salesforce when a change is made, so I don't have to switch between apps constantly to update deals within my pipeline. It is helping the overall organization which is crucial. 


AVISO is a one-stop shop for your entire sales life cycle. 

It has everything I need, from a better understanding of my SFDC pipeline and activities to call recordings and even to understanding customers' reactions! 
I think that if Aviso had a virtual guide inside the app, it could be beneficial. as it includes many features, it requires training to know how to use it the best way. 
It allows sales representatives to understand where they are, and what actions they need to follow and helps them know what they could do to improve themselves. 


The ergonomy of the platform is excellent, as I can edit my view depending on my needs. Also, I can quickly edit my opportunity to make my progress visible to my deals' stakeholders. 
If I need to say something, I'd say that the management of the column change could be better to adapt my views quicker depending on the person I am speaking with. 
Forecasting is critical in my sales activity, and the engagement tracker on the opportunities is brilliant for forecasting the options I have been working on and others I am not working enough. 


Simplicity of modifying sales forecast categories, dashboard summaries, Tracking of sales progress versus Quota throughout the quarter 
I did not see any downsides at this time. I am just learning Aviso. I am sure there is much more that I can use and leverage to help me manage the sales process. I would say I need more training. 
One place to modify Forecasting. Changes in Aviso automatically are updated to SF. Makes a HUGE difference in my time to create and update a forecast. 


It's super easy to use and easy to find information quickly and efficiently. Thanks to Ajay Arora I can pull reports now on Aviso. Ajay was amazing and went above and beyond to help me understand Aviso interface, he followed up couples of times and made sure that I was taken care of. Thank you! 
I can't think of anything that I dislike about Aviso 
Pulling reports on SMB and Mid market for our weekly staff meeting to understand the sales numbers 


Ajay helped me understand how to see all my deals in one place and how to use the analytics to spot risk on my deals. 
There is a lot going on with how the waterfalls work with the data. It's going to take time getting use to all the different filter options. 
I don't have to build 100 different reports in SalesForce now. I can use the waterfalls to move fluently through data. 


I loved the ability to focus on your top deals, it is not possible to know all 600+ deals and the star toll was great.  Digging deeper in analytics! 
Not really a downside but at this time we need more data integrated and Ajay talked about future projects. 
Helping me stay organized and focused at key needle-moving deals. 


Ability to view and my pipeline in a really clear layout - easy 
Have not found a flaw yet - Seems to be an improvement from our old tool 
It is helping me to stay focused on all of the deals I have and reduces the risk of having a deal forgotten. 


Everything in one place 

Easily updatable 

Bi lateral sync to salesforce 
Have noticed a couple of little bugs - nothing too concerning 
saving time - a lot of it 

no context switching 

all necessary detail in one view 


Insight of data very helpful and extreamly power 
Training tends to be from an experts view rather than a novice 
History of changes on deal progression 

It is great if you are working in a sales environment where you need to keep track of your deals and sales pipeline. It's not an application for a company that only has a small sales force, where deals can be tracked manually.

Being a sales organization, we are driven by numbers. Aviso lets us gain insights on how we are doing as a team and how we are projected to end at the end of a sales month/quarter/year. It gives us visibility on deals we are working on by having it integrated with our CRM solution, therefore allowing us to see which deals needs more priority in terms of efforts put it and how we can propel them to the next stage. It is great if you are working in a sales environment where you need to keep track of your deals and sales pipeline. It's not an application for a company that only has a small sales force, where deals can be tracked manually. It is very accurate in predicting the outcome of our sales numbers.
It is useful when doing deal reviews with our sales agents, we can see which deals are needed to prioritize and our next action item.
It integrates seamlessly with our CRM, it pulls data from it that we use for deal and pipeline reviews. It would be great if we are able to customize it fully, there is more information from our CRM that we can use to have more insights on our pipeline reviews.

Forecasting at all levels of the sales hierarchy. Managers/AEs are able to toggle opportunities in Aviso as "in Forecast" to report up to management/executives as to what opportunities make up their commit numbers. Aviso also does trending analysis where you can select two dates and compare the changes and flow of opportunities within the selected time periods.

We were using Aviso and were approached by Clari. We reviewed Clari and went through a POC but still decided to stay with Aviso due to their flexibility in working with the data from Salesforce. Clari required us to create specific fields within Salesforce in order to push the data into the application. Whereas with Aviso, it did not matter what Salesforce object the data was on, they were able to pull the data in to the application without any customization in Salesforce itself. Forecasting at all levels of the sales hierarchy. Managers/AEs are able to toggle opportunities in Aviso as "in Forecast" to report up to management/executives as to what opportunities make up their commit numbers. Aviso also does trending analysis where you can select two dates and compare the changes and flow of opportunities within the selected time periods. Predictions
Trending
Snapshots Ease of onboarding
Realtime or quicker refresh time
Role level security / field level security

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