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According to a Thompson Reuters, respondents who use document automation for lease agreements (22%) report that they have time to Leverage workflows to develop new business models with clients and Win new clients with better business development.
New research from CSO Insights shows 42% of salespeople feel unprepared when calling prospects, with many relying on guesswork instead of insights. This scattershot approach is outdated and costly.
With B2B buyers now leaning toward digital self-service and remote interactions, outdated methods like cold outreach and generic presentations fall short. Competitors using sales intelligence tools to identify patterns, anticipate needs, and engage prospects at the right moment gain a clear edge.
To help you work smarter, we’ve narrowed down 5 sales intelligence tools that can improve how you connect with potential buyers.
What is Sales Intelligence?
You’re a sales rep pitching your tool to optimize customer engagement with data intelligence. A VP of Operations at a Logistics firm recently announced a company expansion and downloaded a whitepaper from your website.
With this information, you craft a tailored message emphasizing how your product can streamline scaling operations and reduce costs.
This is the essence of sales intelligence—using data to make smarter decisions.
Sales intelligence tools collect and analyze information from various sources like CRM systems, company websites, call logs, and social media. They help answer critical questions:
- Who should I target?
- When should I reach out?
- How should I tailor my pitch?
Instead of a generic cold email, you reach out with a well-timed and relevant solution, increasing the chances of engagement. Sales intelligence ensures every interaction is purposeful, turning raw data into actionable insights that make your outreach more impactful.
Benefits of Sales Intelligence Platforms
Recent surveys have shown that high-performing sellers are 4.1x more likely to use sales intelligence tools to identify opportunities across accounts. Here’s why they do:
1. Higher conversion rates: Get detailed customer insights to identify and close high-intent leads
By having access to prospects' multiple data points (company data, buying signals, tech stack, engagement history, etc.), these tools help you create detailed customer profiles. You can identify high-quality leads and weed out low-intent ones through such profiles to boost your close rates.
2. Increased productivity: Save time by automating manual data tasks
Sales intelligence solutions eliminate time-consuming tasks such as data entry (updating contact information upon job change) and CRM updates (uploading keynotes from sales conversations) and improve operational efficiency. By taking care of such tasks, these tools can free up 70% of sales teams' valuable time and let sales reps focus on actual selling activities.
3. Better decision-making: Make reliable sales forecasts based on real-time customer data
Sales intelligence platforms use predictive analytics to analyze real-time data from multiple sources (emails, CRM software, social media platforms, customer calls, etc.) and help you make reliable and accurate sales forecasts. Based on these forecasts, you can identify trends, predict outcomes, and optimize your sales cycle rooted in data.
5 Best Sales Intelligence Software to Boost Sales Performance
After analyzing each platform's core features and sorting through customer reviews, we’ve created this list of leading sales intelligence tools. Whether you’re looking to start your sales intelligence journey or scale it, we have the right tool for you.
1. Superlayer
Superlayer is a leading sales intelligence software that helps you analyze customer calls and extract invaluable intent data. Using AI, Superlayer uses this insight to help you write targeted messaging for sales outreach, identify common pain points, and close more deals.
Superlayer key features
- AI-powered call recording: Superlayer records every sales call and generates accurate transcripts, labeling multiple speak accurately.
- CRM integration and automation: After each call, Superlayer generates an insightful summary and updates your CRM with key insights, including customer sentiment, objections raised, and pain points mentioned, and suggests follow-up actions.
- Sales data analytics: Superlayer can analyze 10, 20, and even up to 50 sales calls at once and surface recurring patterns or themes to help you make actionable data-driven sales decisions.
Superlayer pros
- Reduces manual work through CRM and communication tools integration
- Offers hands-on guidance with dedicated customer support
- Saves time by analyzing customer calls in bulk
- Comes with a lower entry-level pricing
Superlayer 🤝Fluentify
“I love to overhear our sales team speaking about how superlayer has improved their day-to-day and removed tasks they hated such as updating hubspot everyday” ~ G. Moiso, CEO Fluentify
Superlayer cons
- Supports only HubSpot integration for now, limiting the ease of data flow
Superlayer pricing
Superlayer offers three pricing tiers, each catering to the needs of different team sizes and use cases. Each plan comes with custom pricing. Book a demo to get a quote.
- Startup: If you’re just starting out with conversation intelligence. It includes Calendar integration, call recording, AI-powered meeting summaries, team collaboration, automated workflows, and guided team onboarding.
- Scale: If you are planning to scale your sales processes. This plan comes with advanced bulk call analysis (pattern recognition and exploratory), customizable scorecards, Microsoft Teams & Outlook integration, and Slack access to the support team.
- Custom: Best suited for large to enterprise-level businesses. The plan includes custom integrations, advanced compliance features, data anonymization, Success management resources, and customized training programs.
2. Gong.io
Gong is among the top sales intelligence tools ideal for mid-size to large companies with complex sales cycles, particularly in the tech and SaaS industries. It captures and analyzes sales interactions and provides insights into customer behavior, deal progress, and team performance.
Gong.io key features
- Gong forecast: Gong leverages 300+ data signals collected from customer interactions and helps you make accurate sales forecasts across your entire sales pipeline.
- Customize smart trackers: AI-powered tools that detect key trends across customer interactions, such as at-risk deals and prospect's recurring concerns, and give you a headstart to adapt your sales strategy.
- Call interaction insights: Analyze the recorded call and generate insights such as key phrases mentioned, show call metrics such as talk to listen ratio, and highlight areas of interest.
Gong.io pros
- Generate accurate transcripts of calls
- Improves team collaboration through easy sharing and retrieval
- Expand global reach with support for 70+ languages
Gong.io cons
- The search function doesn’t always generate accurate results
- The tool lacks a clear call organization and management system
- Gong isn’t customizable to industry or company-specific acronyms or terms
Gong.io pricing
Gong.io only offers custom pricing plans catering to your team’s specific needs. The pricing is calculated based on per-user seat, meaning the more paid seats you need, the higher the cost. No free plan or trial is offered to let you explore the product’s features beforehand.
3. Chorus.ai by ZoomInfo
Chorus.ai by Zoominfo is a conversation intelligence platform that records, transcribes, and analyzes customer interactions and provides accurate data-backed insights. It leverages ZoomInfo’s B2B database and helps sales leaders create a complete customer profile for better targeting. It’s best suited for B2B SaaS teams from small to enterprise-level businesses who want to scale their sales interaction while keeping a centralized data record.
Chorus.ai by ZoomInfo key features
- Automated data capture and syncing: Automatically captures data from customer calls and syncs contact details across channels and updates in your CRM.
- Connected intelligence: Get a complete view of customer interactions throughout the sales funnel and refine your outreach based on buyers' past interactions while drafting ideas for your next interaction.
- Market intelligence: Gain insights into competitors' strategies by analyzing customer calls and identifying positioning ideas to win more deals.
Chorus.ai by ZoomInfo pros
- Improve prospecting and lead enrichment through ZoomInfo’s huge B2B database
- Access to all sales conversations at all times due to unlimited call storage
- Offer detailed speech analytics
- Easy to share sales call notes with internal and external users
Chorus.ai by ZoomInfo cons
- Complex user interface and navigation bars
- Often generate incorrect meeting notes
- Unreliable note-taker connectivity
Chorus.ai by ZoomInfo pricing
To use Chorus.ai, you must buy one of the custom plans offered by ZoomInfo. All the plans offered require custom pricing calculated based on features, integrations, number of licenses, and type of data access (basic or advanced). There is no free plan or trial available.
- Marketing: Includes contact data and company insights, integrations, and tools to engage customers across marketing channels-ads, website chat, and forms.
- Sales: Includes company insights, buying intent data, integrations, and access to prospects’ email addresses and phone numbers.
- Talent: Includes candidate sourcing, integrations, and advanced candidate research.
4. Clari
Clari is a revenue operations platform focused on helping large enterprises in B2B sectors make sense of sales data, align sales and revenue teams' efforts, and bring more transparency into revenue processes.
Clari key features
- Clari Align: Collaborative tool that helps you create a shared workspace between sales reps and the buyer to share deal material, communicate, and ensure timely handoffs.
- Clari Copilot: Built-in AI-powered conversational intelligence tool that records, transcribes, and analyzes every sales conversation.
- Clari Inspect: Opportunity and deal management tool that gives you real-time view of your sales pipeline and AI-driven health scores and integrates with Salesforce for cross-app data transfer.
Clari pros
- Accurate and reliable sales forecasting model
- Easy to understand reports due to visual charts such as Waterfall
- Quick response and implementation from the CS team
Clari cons
- Non-intuitive, difficult-to-navigate interface
- Limited customization option for dashboard
Clari pricing
Clari pricing is based on custom plans available through demo booking.
5. Revenuegrid
Revenuegrid is a sales intelligence tool offering sales engagement, forecasting, and data alignment features. Its versatile suite of tools makes it suitable for teams looking to start or scale their sales data enrichment and revenue growth efforts.
Revenuegrid key features
- Activity capture: Automatically captures and logs sales-related activity into Salesforce CRM, such as emails, customer calls, and tasks.
- Sales sequences: Build and manage sequences for repetitive sales processes, personalized outreach, and multi-touch engagement.
- Pipeline health reports: Monitor pipeline health, identify at-risk opportunities, and offer a real-time reporting view with AI-powered forecasting.
Revenuegrid pros
- Saves time through data transfer via Outlook and Salesforce integration
Revenuegrid cons
- Unreliable analytics
- Interface lags and can be unresponsive, leading to issues with data syncing
Revenuegrid pricing
Revenue Grid offers three modules you can purchase separately or as a full platform. The price for each module is available upon quote request.
- Activity Capture 360: Includes automated sales interaction logging, indefinite data retention, detailed reporting, data syncing (historical as well), and GDPR compliant
- Sales Engagement: Salesforce native integration, email and call tracking, personalization, multi-touch sales sequence management.
- Revenue Forecasting: AI-powered forecasting, revenue signal capture, customizable forecast type, and predictive sales performance insights.
- Revenue Intelligence Suite (full platform): Activity Capture 360 + Sales Engagement + Revenue Forecasting
There is no free plan or trial offered by the Revenegrid team.
How to Choose the Best Sales Intelligence Software for Your Team
With each tool claiming to be the best, it can be overwhelming to find the right one. Consider these three essential factors to find the right one for your business:
1. Identify your team's needs
Start by pinpointing the primary goal—are you focused on generating leads, closing deals, or improving sales forecasting? Prioritize software that aligns with your team’s core activities to maximize impact.
2. Evaluate key features
Check for scalability and ease of use to ensure the sales automation tool can grow with your team. Confirm it integrates seamlessly with your existing tech stack, such as CRMs or email platforms, to avoid workflow disruptions.
3. Consider implementation and cost
Set a clear budget and shortlist tools within range. Take advantage of free trials or demos to assess real-world usability, ensuring the software meets your needs before committing.
By focusing on goals, features, and budget, you’ll find a sales intelligence tool that enhances productivity and supports your team’s success.
Why Superlayer is the Right Choice for High-Performing Teams
Out of all the tools above, Superlayer is the best (we’re not biased! 🤞🏽) because of the wide range of features.
Here is what makes Superlayer stand out over competitors:
- Extract AI-driven actionable insights from each sales call and generate reliable sales forecasts
- Automatically updates CRM with keynotes from calls and recommends follow-up actions
- Manage sales pipeline through predictive win/loss analysis from bulk sales call
- Customized performance scorecards for personalized training and coaching support for sales professionals
Book a demo to learn about its features and how it can be your go-to sales intelligence tool.
Frequently Asked Questions
What is a sales intelligence software?
Sales intelligence tools help sales teams monitor and analyze internal (closed deals, buyer engagement) and external data (market trends, competitor strategies). The software helps with data management, lead enrichment, and sales forecasting through AI and predictive analytics.
What are the four levels of sales intelligence?
The four core levels of sales intelligence are Innate Intelligence (IQ), Acquired Intelligence (AQ), Technological Intelligence (TQ), and Emotional Intelligence (EQ). Innate Intelligence (IQ) refers to your natural ability to analyze sales situations, spot opportunities, and solve customer problems. Acquired Intelligence (AQ) is the knowledge gained through experience, training, and a deep understanding of products, markets, and sales processes. Technological Intelligence (TQ) involves proficiency in using sales tools, CRM software, and data analytics to drive business growth. Emotional Intelligence (EQ) is the ability to recognize potential customers, understand their intent signals, read their emotions, and build lasting relationships.
How to do sales intelligence of any prospect?
Start by researching the company and individual details via LinkedIn, then analyze online behavior and engagement with intent data tools. Check CRM data for past interactions and identify trigger events. Use Superlayer to access real-time data, updated contact details, and buying signals, consolidating all your prospect insights in one place. This unified approach saves time and ensures your outreach is personalized, targeted, and more likely to convert.