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8 Best Sales Analytics Software (in 2024)

8 Best Sales Analytics Software (in 2024)
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A sales analytics software is a tool that helps businesses gather, analyze, and interpret sales data in order to optimize their sales processes, monitor team performance, and determine revenue growth.

By leveraging these tools, organizations can make data-driven decisions that improve customer targeting, refine sales strategies, and streamline operations.

Sales analytics tools typically integrate with Customer Relationship Management (CRM) systems, offering insights into the entire sales funnel and enabling businesses to forecast future sales trends with greater accuracy.In short, sales analytics tool helps businesses analyze sales data, monitor performance, and make data-driven decisions to boost revenue.

What does Sales Analytics Software Do?

Here’s a breakdown of what a sales analytics tool does for you:

1. Tracks Sales Performance

  • Sales analytics tools track key performance indicators (KPIs) like revenue, sales growth, average deal size, and win/loss ratios.
  • This enables you to measure how your sales team is performing, identify top performers, and detect areas that need improvement.

2. Improves Sales Forecasting

  • Using historical data and AI-driven insights, sales analytics tools help you accurately forecast future sales and revenue.
  • Reliable forecasting allows businesses to make informed decisions about resource allocation, hiring, and budgeting. It also helps prevent stock outs or overproduction by aligning inventory with demand.

3. Analyzes Customer Behavior

  • Sales analytics tools provide insights into customer behavior, such as purchase patterns, customer lifetime value, and engagement levels.
  • Understanding customer behavior helps you tailor marketing and sales strategies, target the right audience, and boost customer retention.

4. Optimizes Sales Processes

  • It identifies bottlenecks and inefficiencies in your sales pipeline by analyzing stages where deals get stuck or abandoned.
  • By optimizing the sales process, you can shorten the sales cycle, improve conversion rates, and increase overall efficiency in how your sales team operates.

5. Enhances Sales Team Performance

  • Sales analytics tools monitor individual and team performance, tracking metrics like call activity, lead follow-ups, and deal closures.
  • This helps managers identify training needs, reward top performers, and give data-driven feedback to improve team productivity.

6. Provides Pipeline Visibility

  • Sales analytics tools give you a clear view of your entire sales pipeline, showing how many deals are in each stage and their potential value.
  • This helps sales managers prioritize deals, allocate resources effectively, and avoid surprises by knowing the likelihood of closing deals.

7. Identifies Sales Trends

  • These tools analyze trends over time, such as seasonality in sales, popular products, or geographic demand fluctuations.
  • Identifying trends enables proactive decision-making. You can adjust sales strategies based on what’s happening in the market, improving timing and relevance of your campaigns.

8. Improves Pricing Strategies

  • Sales analytics tools evaluate pricing effectiveness by analyzing how pricing affects conversion rates and customer satisfaction.
  • You can adjust pricing strategies to maximize profitability, finding the optimal price points for different products or markets.

9. Enhances Customer Segmentation

  • Sales analytics tools help segment customers based on demographics, behavior, or purchase history.
  • This allows sales teams to target specific customer segments with personalized offers or messages, improving lead nurturing and conversion rates.

10. Helps in Sales Coaching

  • These tools provide insights into individual sales rep activities, showing areas where they excel or need improvement.
  • Sales managers can use this data to offer tailored coaching, helping team members improve their skills and close more deals.

11. Real-Time Insights & Dashboards

  • Sales analytics tools offer real-time dashboards that provide up-to-the-minute information on performance, leads, and forecasts.
  • Having real-time insights allows for quick decision-making and responsiveness to emerging trends or potential issues.

12. Integrates with CRM Systems

  • Sales analytics tools integrate with CRM systems (e.g., Salesforce, HubSpot) to gather and analyze data directly from customer interactions and sales activities.
  • This reduces manual data entry and ensures that your analytics are based on complete and accurate data from your sales operations.

Summary of Best Sales Analytics Software

Sales Analytics Tool

Pricing(billed monthly)

G2 Rating

Capsule

Starts at $21/user/month

4.7

Pipeliner

Start at $75/user/month

4.6

Plecto

Start at $285/month for 10 users(min)

4.6

Copper

Start at $12/user/month

4.5

Tableau CRM

Custom Pricing.

4.3

Zoho Analytics 

Start at $30/month for 2 users

4.3

Nutshell

Start at $12/user/month

4.3

Zendesk Sell

Start at $25/user/month

4.2

Sales analytics tools help teams analyze sales data, track performance, forecast revenue, and improve decision-making.

1.Capsule 

Capsule is a user-friendly CRM solution designed for small and medium-sized businesses.

While its primary focus is on customer relationship management, it includes essential sales analytics tools to help businesses track performance, manage sales pipelines, and generate reports.

Key Features:

  • Sales Pipeline Management: Visualizes the stages of sales deals, helping users track their progression and stay organized.
  • Custom Reports: Generate reports on key sales metrics such as deal progress, conversion rates, and sales performance.
  • Contact Management: Helps businesses store, organize, and track customer interactions, enabling better follow-up on leads.
  • Task Management & Dashboard: Create and assign tasks related to deals, ensuring no follow-up is missed. All of this can be done and monitored on a dashboard provided along with the tools other functions.
  • Integrations: Works with popular tools like Google Workspace, Mailchimp, Xero, and more, allowing seamless data flow between platforms.

Pricing:

  • Free trial:14 days for one user.
  • Starter: $21/month for one user.
  • Growth: $38/month for one user.
  • Advanced: $60/month for one user..
  • Ultimate:$75/month for one user.

Pros:

  • User-Friendly Interface: Capsule's intuitive design makes it easy for businesses to adopt quickly without requiring extensive training.
  • Affordable Pricing: Capsule offers cost-effective pricing plans, making it an attractive option for small businesses and startups.
  • Customizable Sales Reports: Users can generate custom reports on sales performance, track sales activity, and visualize data in dashboards.
  • Efficient Contact Management: Allows users to store detailed customer information, notes, and communications, facilitating effective follow-ups.
  • Mobile Accessibility: Capsule’s mobile app ensures users can access sales data and update the CRM on the go.

Cons:

  • Limited Advanced Analytics: While Capsule provides basic sales analytics, it lacks the advanced AI-driven insights, predictive analytics, and deep reporting capabilities offered by more comprehensive tools like Salesforce or Zoho Analytics.
  • Limited Scalability: Capsule is best suited for small to mid-sized teams, but larger enterprises with complex sales processes may find it lacking in advanced customization and analytics options.
  • Fewer Integrations: While Capsule integrates with popular tools, its range of third-party integrations is not as broad as larger CRMs like Zoho or Tableau.

Ideal For:

  • Small and medium-sized businesses looking for an easy-to-use CRM with basic sales analytics capabilities.
  • Teams who need straightforward sales tracking and pipeline management without the complexity of larger, more expensive CRMs.

2.Pipeliner

Pipeliner CRM is a visually-driven sales CRM platform that focuses on providing intuitive sales analytics tools to help businesses optimize their sales processes.

It offers robust sales pipeline management, data visualization, and reporting features, making it suitable for teams that want real-time insights into their sales performance.

Key Features:

  • Visual Sales Pipeline: Provides a highly visual and interactive sales pipeline that allows users to see the status of their deals at a glance.
  • Sales Performance Insights: Offers detailed sales analytics, including deal tracking, conversion rates, sales forecasting, and performance metrics.
  • Customizable Dashboards: Users can create customized dashboards that display key sales metrics, enabling real-time monitoring of KPIs.
  • Team Collaboration Tools: Facilitates easy collaboration among sales teams through shared access to pipelines, activities, and tasks.
  • Sales Forecasting: Pipeliner helps businesses predict future sales performance by analyzing historical data, providing actionable insights for revenue growth.
  • Mobile Access: Offers a mobile app that gives users access to their sales data, pipeline, and reports on the go.

Pricing:

  • Trial: Offers a 14 day free trial for 1 user.
  • Starter: $75/month for 1 user when billed monthly.
  • Business: $100/month for 1 user when billed monthly.
  • Enterprise:$130/month for 1 user when billed monthly.
  • Unlimited:$165/month for 1 user when billed monthly.

Pros:

  • Highly Visual Interface: Pipeliner’s visual CRM and drag-and-drop features make it easy for users to manage and monitor sales pipelines, improving workflow efficiency.
  • Customizable Sales Analytics: Users can create custom reports and dashboards to track specific sales metrics and performance in real-time.
  • Sales Forecasting: The platform provides predictive analytics and sales forecasting based on historical data, helping businesses prepare for future revenue growth.
  • Collaboration & Task Management: Pipeliner allows for easy collaboration among team members, with built-in task management and notifications.
  • Ease of Use: The platform’s interface is user-friendly, with minimal learning curve, making it suitable for teams of all sizes.
  • Mobile Accessibility: With a mobile app, users can update and track deals on the go, enhancing sales team productivity.

Cons:

  • Limited Integrations: While Pipeliner integrates with popular tools, the range of integrations is not as extensive as CRMs like Salesforce or HubSpot, which may limit its utility for some businesses.
  • Lack of Advanced AI Features: Pipeliner lacks more advanced AI-driven analytics and automation features found in more complex platforms like Salesforce Einstein or Zoho CRM.
  • Not Ideal for Large Enterprises: Although scalable, larger enterprises with complex sales operations may find the platform lacking in advanced features compared to competitors.

Ideal For:

  • Small to medium-sized businesses looking for a CRM with a strong visual interface and comprehensive sales analytics.
  • Teams that need easy-to-use tools for managing their sales pipelines and collaborating in real time.
  • Companies that value detailed sales performance tracking but don’t require advanced AI features.

3.Plecto

Plecto is a sales performance and analytics tool designed to provide real-time insights into sales activities and team performance.

It is often used to create dashboards and visualizations that help sales teams track key metrics, set goals, and stay motivated. Plecto integrates with various CRMs and other business tools to pull in data, offering an at-a-glance view of sales performance.

Key Features:

  • Real-Time Dashboards: Plecto provides customizable, real-time dashboards that display live data, giving sales teams an immediate view of their performance against key metrics.
  • Gamification: The platform includes gamification features, such as leaderboards, to drive competition and motivation within sales teams by rewarding high performance.
  • KPIs and Metrics: You can set, track, and analyze key performance indicators (KPIs) for sales teams, such as conversion rates, call volumes, and revenue targets.
  • Goal Management: Plecto allows sales managers to set individual and team goals, track progress, and automatically adjust performance targets based on real-time data.
  • Custom Reports: Sales teams can generate and automate custom reports to track trends and make data-driven decisions.
  • Integrations: Plecto integrates with popular CRMs, such as Salesforce, HubSpot, and Pipedrive, as well as other tools like Google Sheets, for seamless data collection and visualization.

Pricing:

  • Trial:Offers free trial plan for 14 days.
  • Medium: $285/month for 10 users when billed monthly.
  • Large: $445/month for 10 users when billed monthly.
  • Enterprise:A minimum of 100 users plan with custom pricing, suited for larger businesses with specific needs such as more complex analytics, API access, and priority support.

Pros:

  • Real-Time Data Visualization: Plecto offers immediate, live updates on performance, allowing sales teams to make quick decisions and adjustments based on real-time metrics.
  • Customizable Dashboards: The tool is highly flexible, allowing users to create personalized dashboards with different visualizations for specific KPIs.
  • Team Motivation: The gamification elements (e.g., leaderboards and achievements) create a competitive, engaging environment that can boost team morale and motivation.
  • Comprehensive Reporting: Plecto provides in-depth reports, helping managers identify trends, analyze team performance, and forecast future outcomes.
  • Integrations: Its ability to integrate with a wide range of tools ensures that Plecto fits well into existing workflows without major disruptions.

Cons:

  • Pricing: Plecto can be considered expensive for smaller teams or businesses, particularly when compared to simpler analytics tools.
  • Learning Curve: While highly customizable, the platform may require some time to set up effectively, particularly for users unfamiliar with analytics tools.
  • Limited Features for Small Businesses: Plecto’s advanced features might be more suited for larger teams or enterprises with complex sales structures. Small businesses with simpler needs might find the platform overly complex.
  • Data Sync Issues: Some users have reported occasional delays or issues with data syncing from external sources, leading to discrepancies in real-time data.
  • Cluster Plans: The plans offered are in forms of cluster, for Medium and Large plans a minimum of 10 user account is required and for Custom Enterprise plan a minimum of 100 user account is required.

Ideal For:

Plecto is best suited for medium to large sales teams and enterprises that need real-time performance tracking, detailed reporting, and gamification to motivate employees. Its customization capabilities make it adaptable to different industries and sales structures, though smaller businesses with simpler needs may find it overpowered for their requirements.

In summary, Plecto excels in visualizing real-time sales data and motivating teams through gamification, but it comes at a higher cost and may require some setup to get the most out of its features.

4.Copper

Copper is a CRM platform designed specifically for Google Workspace users, and it offers built-in sales analytics and reporting features.

Copper focuses on simplicity, ease of use, and integration with Google tools like Gmail, Calendar, and Google Drive, making it a popular choice for businesses that already rely heavily on Google's ecosystem. Its sales analytics features help teams track performance, manage pipelines, and analyze customer data efficiently.

Key Features:

  • Sales Pipeline Management: Copper provides a visual sales pipeline that tracks deals across different stages, helping sales teams monitor progress and identify bottlenecks.
  • Real-Time Analytics and Reports: The platform offers customizable reports and dashboards to track key metrics like sales revenue, deal velocity, conversion rates, and activity tracking.
  • Automated Data Capture: Copper automatically pulls in customer data from Gmail, calendar invites, and interactions, reducing manual data entry and improving data accuracy for analytics.
  • Task and Activity Tracking: Sales reps can track activities like meetings, calls, and emails, which are automatically logged, providing insights into how these efforts impact the sales pipeline.
  • Team and Individual Performance Tracking: Copper enables sales managers to monitor team and individual performance by analyzing KPIs like deals closed, activities completed, and revenue generated.
  • Integrations with Google Workspace: Copper’s deep integration with Google Workspace allows seamless data flow and reporting, ensuring that all customer interactions and sales activities are captured for analysis.
  • Customizable Dashboards: Sales teams can create custom dashboards to focus on specific sales KPIs, allowing them to monitor real-time performance metrics and adjust strategies accordingly.

Pricing:

  • Trial:Offers a 14 day free trial for 1 user.
  • Starter: $12/month for 1 user when billed monthly.
  • Basic: $29/month for 1 user when billed monthly.
  • Professional:$69/month for 1 user when billed monthly.
  • Business: $134 per user/month for 1 user when billed monthly.

Pros:

  1. Easy Integration with Google Workspace: Copper is built to integrate natively with Google Workspace, making it extremely convenient for businesses already using Google tools. This results in better data syncing and a smoother workflow.
  2. User-Friendly Interface: Copper is designed for simplicity, with an intuitive interface that minimizes the learning curve, especially for users who are familiar with Google’s environment.
  3. Automated Data Entry: The CRM automatically logs interactions, such as emails and calendar events, which saves time and improves data accuracy.
  4. Customizable Reports and Dashboards: The reporting and analytics features allow users to create customized dashboards, making it easy to track the metrics most relevant to their sales process.
  5. Mobile App: Copper’s mobile app offers the same analytics and reporting capabilities on the go, making it convenient for sales teams that need to access performance data while in the field.

Cons:

  1. Limited Advanced Analytics: Compared to more robust CRMs like Salesforce or HubSpot, Copper’s analytics capabilities are somewhat basic. Businesses with complex sales structures might find it lacking in advanced reporting features.
  2. Pricing for Smaller Teams: Copper’s pricing may be higher for small teams or startups, especially when compared to more feature-rich CRM solutions in the same price range.
  3. Customization Limitations: While Copper offers customization in dashboards and reports, its overall flexibility and scalability in advanced features may not be sufficient for larger enterprises or highly complex sales processes.
  4. Dependent on Google Workspace: Copper works best for companies fully integrated with Google Workspace. If a business uses other tools outside of Google’s ecosystem, Copper might not be the most compatible choice.

Ideal For:

Copper is best suited for small to mid-sized businesses that rely on Google Workspace and need a CRM with easy-to-use sales analytics. Its integration with Google tools, automated data capture, and straightforward reporting make it a great choice for companies looking to streamline their sales process without the complexity of larger CRM platforms.

5.Tableau CRM

Tableau CRM (formerly known as Salesforce Einstein Analytics) is Salesforce’s advanced analytics platform designed to provide AI-powered insights, data visualization, and predictive analytics for sales teams.

It integrates deeply with the Salesforce ecosystem, making it an ideal tool for businesses already using Salesforce CRM. Tableau CRM enables sales teams to analyze data, forecast sales outcomes, and make data-driven decisions to optimize sales performance.

Key Features:

  • AI-Powered Analytics: Tableau CRM uses AI (Salesforce Einstein) to deliver predictive analytics and sales forecasting. It helps sales teams identify trends, score leads, and forecast sales opportunities.
  • Data Visualization: The platform offers rich, interactive dashboards and data visualizations, helping users analyze complex data sets quickly and efficiently.
  • Sales Forecasting: Predictive analytics powered by Einstein AI help sales teams forecast revenue, deal closings, and lead conversion with high accuracy.
  • Deep Salesforce Integration: As a Salesforce-native product, Tableau CRM integrates seamlessly with Salesforce data, automating data syncing and reducing manual data handling.
  • Actionable Insights: The platform delivers real-time, actionable insights directly within Salesforce, allowing sales reps and managers to make informed decisions without leaving the CRM.
  • Customizable Dashboards and Reports: Tableau CRM allows users to create highly customizable dashboards tailored to specific business needs, tracking KPIs such as deal progress, sales activities, and revenue targets.
  • Mobile Accessibility: Tableau CRM offers full mobile support, enabling users to access dashboards, reports, and insights on the go, ensuring that teams can stay informed and act quickly.
  • Data Integration: Tableau CRM integrates with external data sources (besides Salesforce) to create a unified view of sales performance, enabling comprehensive analysis.

Pricing:

  • Trial: Offers a 14 day free trial.
  • Tableau: Custom pricing with three options Tableau Creator, Tableau Explorer and Tableau Viewer.
  • Tableau Plus: Custom Pricing.
  • Enterprise: Custom Pricing with three options Enterprise Creator, Enterprise Explorer and Enterprise Viewer.
  • Salesforce Einstein Predictions (add-on): Pricing is variable based on custom AI model requirements, offering predictive insights for sales, service, and marketing.

For companies already subscribed to Salesforce, these add-ons and plans are designed to enhance their CRM capabilities without the need to implement a separate analytics platform.

Pros:

  • Advanced AI & Predictive Analytics: The Einstein AI engine provides powerful predictive capabilities, enabling sales teams to forecast outcomes, prioritize leads, and make data-driven decisions based on future projections.
  • Seamless Salesforce Integration: As part of the Salesforce ecosystem, Tableau CRM pulls data directly from Salesforce, ensuring real-time, accurate insights and reducing the need for manual data input.
  • Customizable Dashboards: The platform allows extensive customization of reports and dashboards, providing sales teams with tailored insights specific to their needs and performance metrics.
  • Action-Oriented Insights: The tool not only visualizes data but also provides actionable recommendations, making it easier for sales reps and managers to act on insights directly from the dashboards.
  • Scalability: Tableau CRM is highly scalable, making it suitable for large enterprises and sales teams with complex sales processes. Its cloud-based infrastructure ensures that it can handle large data sets efficiently.
  • Mobile Access: With full mobile support, sales teams can access insights and dashboards in real-time from anywhere, helping them stay responsive.

Cons:

  • Complexity for New Users: Tableau CRM, due to its advanced analytics features, has a steep learning curve, especially for users unfamiliar with data visualization tools or AI-driven platforms.
  • High Cost: Tableau CRM’s pricing can be prohibitive for smaller businesses or teams. The full suite of features, especially AI-powered insights, may be overkill for companies with simpler analytics needs.
  • Requires Salesforce Ecosystem: Tableau CRM is deeply integrated with Salesforce, which means it’s best suited for companies already using Salesforce CRM. Businesses that don’t use Salesforce might find integration and data management more challenging.
  • Customization Time: While Tableau CRM is highly customizable, setting up complex dashboards and workflows can take time and may require skilled resources, such as data analysts or Salesforce admins.
  • Limited Third-Party Integrations: Although the tool works seamlessly within Salesforce, integrating it with other non-Salesforce tools can be less straightforward, requiring additional setup and configuration.

Ideal For:

Tableau CRM/Salesforce Einstein is ideal for medium to large enterprises already using Salesforce CRM that need robust analytics, data visualizations, and AI-powered sales insights. It’s a great fit for organizations that need detailed sales forecasting, real-time performance tracking, and customizable reporting at scale. Smaller businesses or those with simpler sales processes may find the platform too complex or expensive for their needs.

6.Zoho Analytics

Zoho Analytics is a business intelligence (BI) and data analytics tool that allows sales teams to gather, analyze, and visualize data from multiple sources.

It integrates seamlessly with Zoho CRM and other third-party applications, offering comprehensive sales analytics and reporting. Sales teams can use it to track performance, monitor KPIs, and make data-driven decisions.

Key Features:

  • Pre-built Sales Dashboards & Reports: Zoho Analytics offers a range of pre-built dashboards specifically for sales data, providing insights into key metrics like revenue, sales growth, deal conversion, and lead performance.
  • Data Integration: It integrates not only with Zoho CRM but also with other CRM systems, databases, cloud storage, and business apps like Salesforce, Google Analytics, and HubSpot, allowing for comprehensive data analysis across multiple platforms.
  • Customizable Reports: Users can create custom reports and dashboards to track specific sales KPIs, analyze trends, and forecast sales outcomes. The drag-and-drop interface makes it easy to build personalized visualizations.
  • AI-Powered Insights (Zia): Zoho Analytics includes Zia, Zoho’s AI-powered assistant, which helps sales teams generate automated reports, perform predictive analytics, and identify anomalies in sales performance.
  • Collaboration Tools: Users can share reports and dashboards with team members and clients, and even set permissions for collaborative editing or viewing. It also allows real-time commenting on reports.
  • Advanced Data Analytics: Sales teams can conduct advanced data analysis using data blending, formula columns, and SQL querying for deeper insights. This is useful for generating reports like cohort analysis or comparing multiple KPIs.
  • Mobile Access: Zoho Analytics provides full access to dashboards and reports through its mobile app, allowing sales teams to monitor performance on the go.
  • Automated Reporting: Users can automate the scheduling of reports, which are delivered to team members or stakeholders at specified intervals.

Pricing:

  • Trial Plan: Offers a 15 day trial for 2 users.
  • Basic Plan:$30 per month for 2 users when billed monthly.
  • Standard Plan:$60 per month for 5 users when billed monthly.
  • Premium Plan:$145 per month for 15 users when billed monthly.
  • Enterprise Plan:$575 per month for 50 users when billed monthly.

Pros:

  • Easy to Use: Zoho Analytics offers a user-friendly drag-and-drop interface, making it easy to create custom reports and visualizations without needing technical expertise.
  • Wide Range of Integrations: It integrates with Zoho’s suite of products, including Zoho CRM, as well as third-party tools like Salesforce, Microsoft Dynamics, and Google Analytics, providing a holistic view of sales data from different sources.
  • Affordable Pricing: Compared to other BI and analytics tools, Zoho Analytics offers competitive pricing, making it accessible to small and medium-sized businesses.
  • AI-Powered Insights: The Zia AI assistant helps generate automated reports and offers predictive analytics, which can help sales teams forecast performance and make proactive decisions.
  • Scalable: Zoho Analytics is scalable and can be used by both small teams and larger enterprises, with the ability to analyze large datasets and complex sales pipelines.
  • Real-Time Collaboration: Sales teams can share reports and collaborate in real-time, enabling faster decision-making and more transparent communication.

Cons:

  • Learning Curve for Advanced Features: While the basic functionality is easy to use, more advanced features like data blending, SQL queries, and creating complex reports can require some training.
  • Limited Offline Capabilities: The mobile app requires internet access for full functionality, limiting use in offline scenarios.
  • Performance on Large Datasets: Some users report slower performance when dealing with extremely large datasets or complex reports, which can affect the overall user experience for larger enterprises.
  • Customization Limitations in Basic Plans: While Zoho Analytics allows for report customization, the more advanced customization options (e.g., deep analytics and custom visualizations) are only available in the higher-tier plans.
  • No Real-Time Data without Integrations: Zoho Analytics does not provide real-time data without proper integrations or setting up specific workflows, making it slightly less agile than some competitors when it comes to live data updates.

Ideal For:

Zoho Analytics is a great fit for small to medium-sized businesses that want an affordable and scalable sales analytics solution with robust integration options, especially for those already using Zoho CRM.

It is also well-suited for teams that need customizable reports and dashboards, AI-driven insights, and seamless collaboration across departments.

7.Nutshell

Nutshell is a user-friendly CRM and sales automation tool designed for small to medium-sized businesses.

It integrates sales analytics features to help teams track performance, analyze sales activities, and make data-driven decisions. Here's a detailed breakdown of Nutshell’s features, pricing, pros, and cons:

Key Features:

  • Pipeline Analytics: Visualize sales pipelines and monitor deal progress with custom reports.
  • Sales Performance Tracking: Provides metrics on win rates, lead volume, and sales forecasting.
  • Custom Reporting: Create tailored reports on sales performance, activity, and revenue.
  • Team Activity Reporting: Track individual and team performance metrics.
  • Funnel Insights: Analyze the performance at each stage of the sales funnel.
  • Integration with Other Tools: Seamlessly integrates with email, marketing tools, and third-party platforms like Google Workspace, Microsoft Office, and Slack.

Pricing:

  • Trial Plan:Offers a 14 day trial plan.
  • Starter: $12/month for 1 user.
  • Basic:$29/month for 1 user.
  • Professional:$69/month for 1 user.
  • Business:$134/month for 1 user.

Pros:

  • Ease of Use: Intuitive interface makes it easy to set up and use, even for non-tech users.
  • Customizable Dashboards and Reports: Tailor reports based on specific sales needs and metrics.
  • Sales Process Automation: Automation for follow-ups, task assignments, and deal progress tracking.
  • Affordable Pricing: Competitive pricing compared to other CRM tools with similar features.
  • Strong Integrations: Connects with various popular tools, improving workflow efficiency.
  • Unlimited Contacts and Data: No cap on the number of contacts you can add, unlike some other CRMs.

Cons:

  • Limited Advanced Features: Lacks some advanced features offered by high-end CRMs (like AI-powered insights).
  • Less Comprehensive Marketing Features: The focus is more on sales analytics and CRM; marketing automation capabilities are limited compared to competitors.
  • Reporting Customization: While customizable, some users feel the reporting tool is less flexible compared to alternatives like Zoho or Salesforce.

Ideal for:

Nutshell is a solid choice for small to medium-sized teams seeking an affordable, easy-to-use sales analytics and CRM tool.

It may not offer the depth and scalability required by large enterprises or those needing advanced AI-driven analytics. Still, for its price point, it delivers excellent value for businesses looking to streamline sales processes and gain insights from data.

8.Zendesk Sell

Zendesk Sell is a CRM platform tailored for sales teams, with a focus on improving productivity, pipeline visibility, and customer engagement.

It offers strong sales analytics tools to help teams track performance, manage pipelines, and optimize sales strategies. Zendesk Sell is often praised for its simplicity and ease of integration with other tools in the Zendesk ecosystem.

Key Features:

  1. Pipeline Management and Forecasting: Visualize and track deals through the pipeline, and use forecasting tools to predict sales outcomes based on deal stages.
  2. Customizable Reports: Generate reports on sales performance, activity tracking, and revenue. Filter by sales rep, team, time periods, and other variables.
  3. Sales Activity Tracking: Monitor sales team activities like emails, calls, and meetings to analyze productivity and identify improvement areas.
  4. Real-time Sales Insights: Provides instant insights into sales KPIs, including win rates, deal size, and sales cycle length.
  5. Lead and Deal Scoring: Helps prioritize leads and deals based on customized criteria and historical performance data.
  6. Mobile Accessibility: Fully functional mobile app that allows sales teams to track analytics on the go.
  7. Integrations with Other Tools: Connects with other apps like Zendesk Support, Mailchimp, Google Workspace, and others for a unified view of customer interactions.

Pricing:

  1. Sell Team: $25/month for 1 user..
  2. Sell Growth: $69/month for 1 user.
  3. Sell Professional: $149/month for 1 user..
  4. Sell Enterprise: $169/month for 1 user. Also offers custom pricing.

Pros:

  • Ease of Use: Zendesk Sell has an intuitive interface that’s easy to navigate, making it simple for sales teams to adapt quickly.
  • Strong Pipeline Management: The visual deal pipeline and easy-to-understand forecasting features help teams stay organized and make data-driven decisions.
  • Seamless Zendesk Integration: For companies already using Zendesk for customer service, Sell integrates effortlessly, giving a unified view of customer interactions across departments.
  • Mobile Accessibility: The mobile app is highly functional, enabling sales reps to track performance and manage leads from anywhere.
  • Automation Features: Automates repetitive tasks like follow-ups, lead assignments, and deal updates, improving team productivity.
  • Scalable: Zendesk Sell offers features for businesses of various sizes, making it suitable for both small teams and large enterprises.

Cons:

  • Higher Pricing for Advanced Features: The more advanced reporting and analytics tools are available only in higher-tier plans, which can be expensive for small businesses.
  • Limited Customization on Lower Plans: Lower-tier plans have limited customization for reports and dashboards, making it less flexible compared to competitors like Zoho CRM or HubSpot.
  • Basic Marketing Capabilities: Zendesk Sell focuses heavily on sales, with fewer marketing automation tools compared to CRMs like HubSpot or Salesforce.
  • Limited Features in Entry-Level Plan: The Team plan offers only basic functionality, and businesses may need to upgrade quickly to access features like forecasting and advanced analytics.

Ideal for:

Zendesk Sell is ideal for small to medium-sized businesses (SMBs) across various industries, including technology, software, professional services, and retail.

Its user-friendly interface and scalable features make it suitable for growing teams that require effective pipeline management and customer relationship tools. While it can also cater to larger enterprises, its strengths lie in supporting the sales processes of smaller organizations that need streamlined solutions without overwhelming complexity or cost.

Did We Miss a Name?

If we overlooked your favorite sales analytics software, we'd love to hear from you! Share your top choice, along with its pros and cons, and we’ll gladly update our list to keep it comprehensive.

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