.svg)
Why Sales Data Alone Doesn’t Drive Growth Anymore
Your CRM is full of activity logs. Your dashboards are built. But if your team is still making decisions based on gut instinct, lagging indicators, or disjointed spreadsheets… You have a visibility problem, not a data problem.
Today’s sales teams, RevOps leaders, and sales managers need more than reporting. They need analytics platforms that deliver actionable insights, automate follow-ups, and provide live visibility into the sales pipeline and sales performance metrics that actually impact outcomes.
That’s where modern sales analytics software shines: it helps you eliminate guesswork, spot gaps in your sales process, and guide every rep to take the next best action.
In this buyer’s guide, we cover how to evaluate sales analytics platforms, compare the leading tools, and explain how Momentum turns your sales data into execution, not just insight.
What Is A Sales Analytics Software?
A Sales analytics software is an advanced tool that ingests raw sales data from your CRM systems, activity logs, calls, emails, and meetings — and converts it into revenue insights through AI, predictive analytics, and customizable dashboards.
Unlike basic reporting tools or manual spreadsheets, these platforms provide:
[blue-section]
- Real-time insights on deal progression, rep behavior, and sales trends
- Recommendations for improving conversion rates, win rates, and sales outcomes
- Automation of repetitive tasks like call logging, CRM updates, or nudges for follow-ups
- Centralized sales forecasting, pipeline visibility, and performance tracking across your team
[/blue-section]
The best solutions offer AI-powered summaries, conversation intelligence, and workflow automation deeply embedded in platforms like Salesforce, HubSpot, Slack, or your marketing automation stack.
What’s Holding Teams Back?
Even with CRMs and reporting dashboards in place, most sales teams still struggle to:
[blue-section]
- Understand which deals are at risk and why
- Identify which actions are truly moving pipeline
- Align reps with sales goals or key performance indicators (KPIs)
- Remove manual data entry or duplicated effort across platforms
- Consolidate sales insights across multiple tools and stakeholders
- Move from historical data to predictive decision-making
[/blue-section]
This creates a lag between information and action. And the longer that gap, the slower your pipeline moves. Without automated, in-depth analytics, teams can’t scale efficiently or hit aggressive revenue growth targets.
What to Look For in Sales Analytics Software
To drive real revenue impact, your sales analytics platform needs more than charts and exports.
Below are the six essential capabilities to prioritize:
1. Customizable Dashboards and Visualizations
What It Should Do:
Let you create role-specific views of sales metrics, funnel conversion, and team performance, all updated in real time.
----------
Why It Matters:
Drives alignment and clarity for sales managers, executives, and individual reps with no spreadsheet wrangling.
----------
What to Avoid:
Platforms that lock you into static views or require developer support to update dashboards.
2. Predictive Analytics and Forecasting
What It Should Do:
Use machine learning and historical data to anticipate pipeline outcomes, forecast revenue, and guide quarterly planning.
----------
Why It Matters:
Boosts forecast accuracy, improves sales strategies, and shifts your team from reactive to proactive.
----------
What to Avoid:
Manual forecast methods based solely on rep confidence or stage progression.
3. CRM Integration and Auto-Enrichment
What It Should Do:
Pull from and push to your CRM systems (e.g. Salesforce, HubSpot) to keep records accurate and remove data entry friction.
----------
Why It Matters:
Creates a centralized source of truth that supports clean pipeline data and operational confidence.
----------
What to Avoid:
Analytics tools that don’t integrate natively or require painful manual exports/imports.
4. AI-Powered Insights and Sales Nudges
What It Should Do:
Automatically surface risks, opportunities, and next-step guidance based on real-time sales data and call analysis.
----------
Why It Matters:
Keeps sales reps focused on the highest-impact actions and aligned with buyer behavior.
----------
What to Avoid:
Tools that merely report on performance without driving outcomes.
5. Conversation Intelligence and Call Recording
What It Should Do:
Transcribe, analyze, and tag calls for key themes, competitor mentions, next steps, and follow-ups.
----------
Why It Matters:
Improves coaching, enhances customer relationships, and ensures no value from sales calls is lost.
----------
What to Avoid:
Voice-only analytics with no tie-back to deal progression or CRM fields.
6. Workflow Automation and Sales Ops Alignment
What It Should Do:
Trigger workflows based on analytics events such as nudges to follow up, update CRM, or notify managers when deals go stale.
----------
Why It Matters:
Closes the loop between insight and execution, reduces repetitive tasks, and keeps the whole org moving in sync.
----------
What to Avoid:
Platforms that leave execution to chance or rely on manual adoption to see ROI.
Top Sales Analytics Software for Revenue Insights in 2025
The platforms below represent the most robust tools for transforming sales data into clear, actionable insights.
Each one goes beyond generic reporting to offer specialized analytics capabilities, strong CRM integration, and forward-looking intelligence designed to drive revenue growth.
::autoboxgrid2
[LEFT]
Best for:: Revenue teams seeking real-time execution, Slack-based workflows, and automated CRM updates
Pricing:: Custom
Key features:: AI Agents for deal execution, coaching, churn detection, and CRO workflows. Auto-Salesforce and HubSpot enrichment based on AI-powered summaries. Slack-first real-time alerts, nudges, and deal risk signals. Transcription and conversation intelligence tied to CRM fields. Trigger-based workflow automation that eliminates manual follow-ups.
[RIGHT]
Strengths:: Native support for Salesforce, Hubspot, and Slack. Turns insights into immediate action without switching platforms. Supports scalable team performance across the entire sales cycle.
Considerations:: Best as a revenue orchestration layer
::endautoboxgrid2
2. Gong
::autoboxgrid2
[LEFT]
Best for:: Sales-led organizations focused on conversation intelligence and rep coaching
Pricing:: Enterprise pricing (starting ~$1000/user/year)
Key features:: AI-driven analysis of sales calls, meetings, and email threads. Auto-logging of interactions to CRM systems. Rep performance dashboards, sales forecasting, and engagement trend analysis. Integrated sales coaching and manager insights.
[RIGHT]
Strengths:: Best-in-class sales call transcription and coaching functionality. Enhances sales outcomes by mapping talk tracks to win rates. Strong integrations with Salesforce, HubSpot, and more.
Considerations:: Heavier feature set may be overkill for smaller teams. Forecasting tool (Gong Forecast) is sold separately.
::endautoboxgrid2
3. Clari
::autoboxgrid2
[LEFT]
Best for:: Enterprise RevOps teams prioritizing forecast accuracy and global pipeline management
Pricing:: Enterprise only; requires direct quote
Key features:: End-to-end pipeline management and forecasting engine. AI-powered deal scoring, risk detection, and pacing metrics. Integrates with Salesforce, Microsoft Dynamics, and others. Real-time visibility into sales activities, team performance, and quota attainment.
[RIGHT]
Strengths:: Built for large, complex revenue orgs. Deep analytics platform with customizable dashboards. Excellent for identifying revenue gaps before they snowball.
Considerations:: Less focused on front-line execution or deal engagement. Implementation requires cross-functional buy-in.
::endautoboxgrid2
4. Aviso
::autoboxgrid2
[LEFT]
Best for:: Teams looking for AI-native forecasting, seller insights, and pipeline visibility in one
Pricing:: Premium enterprise stack
Key features:: AI-based forecast modeling and call sentiment analysis. Conversation and activity data tied to pipeline status. Alerts, nudges, and playbooks for sales reps. CRM-native analytics and automatic data logging.
[RIGHT]
Strengths:: AI-driven from the ground up. Combines sales data with voice-of-customer intelligence. Cross-functional view for sales operations, finance, and leadership.
Considerations:: Steeper learning curve for non-technical users. Requires strong data hygiene in your CRM systems.
::endautoboxgrid2
5. Pipedrive Insights
::autoboxgrid2
[LEFT]
Best for:: SMB and mid-market sales teams looking for intuitive analytics and CRM-integrated insights
Pricing:: $59–$119/month per seat, depending on features
Key features:: Visual sales funnels, customizable reports, and sales cloud KPIs. Drag-and-drop dashboard builder. Workflow automation and goal tracking for team members. Sales trends, activity scores, and deal progress tracking.
[RIGHT]
Strengths:: Extremely user-friendly, no-code configuration. Built-in CRM + analytics + sales hub in one. Great for quick setup and visual data analysis.
Considerations:: Limited forecasting and AI features compared to enterprise tools. Not ideal for multi-region or multi-product GTM complexity.
::endautoboxgrid2
Top Sales Analytics Platforms at a Glance
Quickly compare how each tool analyzes sales data and delivers revenue insights, from AI features to CRM integration and usability.
::autotable
::columns=7
Platform
CRM Integration
Predictive Forecasting
AI-Powered Insights
Custom Dashboards
Conversation Intelligence
Best Fit
Momentum
Salesforce, HubSpot
✅
✅ Smart AI Agents
✅ Slack-embedded
✅ Auto summaries, coaching
Execution-focused GTM teams
Gong
Salesforce, HubSpot
✅ With Gong Forecast
✅ Deal & rep analysis
✅ Team metrics
✅ Leading in call analysis
Sales-led organizations
Clari
Salesforce, Microsoft
✅ AI-powered accuracy
⚠️ Limited to pipeline
✅ Forecasting views
⚠️ Add-on required
Enterprise RevOps teams
Aviso
Salesforce, ZoomInfo
✅ AI-native forecasts
✅ Sentiment + scoring
✅ Deep insights
✅ Voice-of-customer AI
AI-forward revenue orgs
Pipedrive
Native
⚠️ Manual logic
⚠️ Trend reporting
✅ Visual builder
❌
SMB / mid-market teams
::endautotable
::footerrow ✅ Full Native Support ;; ⚠️ Partial or basic functionality ;; ❌ Not Supported
Why Momentum Completes the Stack (Not Competes with It)
While other tools focus on reporting and forecasting, Momentum fills the most critical gap: execution.
Today’s sales teams don’t need more dashboards. They need nudges, alerts, and automation built directly into the places where work gets done. That’s exactly what Momentum delivers.
Momentum Turns Sales Data Into Action:
[white-section]
- AI-powered summaries and auto-logging update CRM systems without friction
- Slack-native alerts notify reps of risk, ghosting, and stalled pipeline
- Smart workflow automation routes actions, not just insights
- Specialized AI Agents support coaching, retention, pipeline velocity, and forecast gap detection
[/white-section]
Whether you use Gong, Clari, or Pipedrive, Momentum integrates and extends the value of your entire sales analytics stack. It's way more than a sales analytics tool, it's your revenue operating system.
Stop Analyzing. Start Acting.
Sales data is everywhere. The difference between winning and missing quota isn’t visibility. It’s velocity.
Momentum helps your team turn analysis into action:
[blue-section]
- Fewer manual updates
- More informed decisions
- Consistent sales process execution
- Measurable lift in win rates, conversion rates, and rep performance
Book a demo to see how Momentum drives revenue from your existing stack and helps every rep make smarter, faster moves.
[/blue-section]