--- title: "Best Sales Performance Management Software - 2026 Reviews & Pricing" description: "Find the best Sales Performance Management Software for your organization. Compare top Sales Performance Management Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/sales-performance-management/" page_type: "category" language: "en" --- [Home](https://www.softwareadvice.com/) / Sales Performance Management Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Sales Performance Management Software of 2026 Updated October 12, 2026 On this page 1. Popular Comparisons 2. Buyers Guide 3. Related Software Filter products 173 results ### Compare Products Showing 1 - 25 of 173 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Sponsored**: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Xactly 4.19 [(252)](https://www.softwareadvice.com/product/47421-Xactly/reviews/) ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Xactly is the global leader in AI-driven Sales Performance Orchestration (SPO), the next evolution of the Sales Performance Management (SPM) category. Replacing fragmented legacy tools that simply record what already happened, the Xactly Intelligent Revenue Platform redefines revenue performance by moving beyond management to an autonomous, AI-driven system of action that empowers organizations to orchestrate what happens next. By unifying sales territory, quota, incentive compensation, and forecasting in one platform, Xactly bridges the gap between boardroom strategy and frontline execution, enabling organizations to intelligently direct, optimize, align, and execute strategy in real time to produce predictable revenue growth. One platform for the full revenue lifecycle. Xactly unifies sales territory planning, quota management, incentive compensation, and forecasting in a single platform with a unified data model. Revenue, finance, compensation, and RevOps teams work from one source of truth instead of reconciling fragmented point solutions. A Fleet of AI agents fueled on 21+ years of proprietary data. Xactly's Fleet of AI agents draws on more than two decades of unmatched pay and performance data, the largest dataset of its kind, to automate comp administration, surface insights, answer seller questions in plain language, and recommend actions that improve performance. It isn't AI bolted onto legacy software; the platform is AI-first by design. Compensation that shapes behavior, not just reports it. Sellers see commission and quota impact in real time as they work deals, so incentives influence decisions before close instead of explaining outcomes after the quarter ends. Strategic decisions cascade to the seller, giving reps clarity across territory, quota, and pay so they stay focused on driving the right outcomes. Measurable results. Xactly customers report: \*60% less time spent on compensation plan administration \*Up to 10% higher quota attainment \*Payout accuracy up to 99.8% \*Fewer comp disputes through real-time rep visibility Enterprise-grade, without enterprise complexity. More than 1,200 companies globally trust Xactly, from mid-market to large enterprises, with support for complex crediting, large payee populations, global teams, and ASC 606 commission expense accounting. Business-friendly administration means comp teams manage change without deep technical skills or constant IT support. Connected to your stack. Xactly integrates with CRM, ERP, or HCM systems, including ServiceNow, Salesforce, Microsoft Dynamics, and NetSuite. Agent-to-agent connectivity through Model Context Protocol (MCP) extends Xactly intelligence into the platforms where your teams already work. Whether you're automating commissions for the first time or replacing a legacy SPM tool, Xactly delivers fast time-to-value, audit-ready accuracy, and the AI foundation to orchestrate revenue performance as you grow.... [Read more](https://www.softwareadvice.com/product/47421-Xactly/) ### Best rated features: Performance Management 5.0 Audit Management 5.0 Split Commissions 5.0 Sliding Scale Commissions 5.0 ### Worst rated features: Market Data Analysis 2.0 Salary Planning 3.0 Bonus Management 3.5 Data Import/Export 4.0 [See all features](https://www.softwareadvice.com/product/47421-Xactly/#key-features) --- ### Product: Everstage 4.75 [(1022)](https://www.softwareadvice.com/commission/everstage-profile/reviews/) Best for:Goal Setting/Tracking ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Everstage is the leading Sales Commission Software that helps you drive the right business outcomes through incentives. Sales commissions, despite being a large business expense, is often a revenue lever that is not utilized to its full potential. Everstage helps you uplevel your incentive program and unlocks profitable growth opportunities. Everstage is trusted by customers worldwide across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Staffing and more.... [Read more](https://www.softwareadvice.com/commission/everstage-profile/) ### What users love - Transparent commission management experience - Motivating real-time incentive insights - Intuitive and user-friendly interface ### To take in mind - Delayed updates and syncing issues ### Best rated features: Audit Management 5.0 Bonus Management 5.0 Split Commissions 5.0 Product Configurator 5.0 ### Worst rated features: API 3.8 Real-Time Data 3.8 Organizational Charting 4.0 [See all features](https://www.softwareadvice.com/commission/everstage-profile/#key-features) --- ### Product: CaptivateIQ 4.82 [(874)](https://www.softwareadvice.com/sales-performance-management/captivateiq-profile/reviews/) Best for:Commission Calculator ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary CaptivateIQ is a platform designed for managing sales commissions and planning incentive compensation workflows. It is used by professionals in compensation, finance, accounting, sales operations, and revenue management across industries such as financial services, manufacturing, media and entertainment, medical devices, retail, wholesale, and technology. The platform includes a no-code calculation engine called SmartGrid, which allows users to model complex commission plans and automate calculations without requiring technical expertise. It offers territory management features to assign accounts and optimize opportunities for sales representatives. An AI-based tool, Assist, provides natural language query support to troubleshoot formulas and refine plans. Predictive modeling capabilities use machine learning to forecast outcomes, score accounts, and detect payout anomalies based on historical data. CaptivateIQ provides real-time visibility into earnings and performance through dashboards and reporting tools that track trends and support decision-making. It supports various commission structures, including tiers, accelerators, bonuses, SPIFs, and draw structures, while ensuring traceability from source data to payout. The platform includes enterprise-grade security features such as SOC 1, SOC 2, and SOX compliance, encryption for data at rest and in transit, and role-based access permissions to safeguard sensitive information.... [Read more](https://www.softwareadvice.com/sales-performance-management/captivateiq-profile/) ### Best rated features: Contract Drafting 5.0 Commission Calculator 4.8 Commission Statements 4.6 Tiered Commissions 4.6 ### Worst rated features: Approval Process Control 3.0 Access Controls/Permissions 3.0 [See all features](https://www.softwareadvice.com/sales-performance-management/captivateiq-profile/#key-features) --- ### Product: QuotaPath 4.54 [(123)](https://www.softwareadvice.com/commission/quotapath-profile/reviews/) Best for:Value for money ### Pricing availability Starting price: $35.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary QuotaPath's commission tracking and sales compensation management software simplifies variable pay while delivering the visibility and alignment that RevOps, Finance, and Sales teams need to move as one. Voted Best ROI and Easiest to Use in commission software, QuotaPath is trusted by customers for its intuitive design and fast time-to-value. Admins can quickly build, adjust, and automate complex comp plans as business needs evolve, without relying on engineering or outside help. And with Atlas attached, QuotaPath's AI Revenue Strategist, teams go further: Atlas provides intelligent guidance on plan design, payout strategy, and compensation decisions, turning data into actionable revenue insights. Reps benefit from real-time earnings visibility, forecasted commissions, and quota attainment tracking, designed to motivate performance and drive results. Meanwhile, leaders can lean on Atlas to model scenarios, surface trends, and make smarter, faster compensation calls. QuotaPath's AI-Powered Plan Builder accelerates the process of creating and optimizing plans. Simply upload a document or enter a prompt, and Atlas helps you translate your strategy into a live plan that aligns with your business objectives and motivates the right behaviors. Tailored for sales compensation plans of all complexities, QuotaPath has no minimum user requirements. Their highly rated support model includes live chat, an in-depth knowledge center, monthly training webinars, and dedicated Customer Success and Account Managers to ensure you're set up for success at every stage. With QuotaPath and Atlas, design, launch, and optimize your comp strategy to drive revenue performance.... [Read more](https://www.softwareadvice.com/commission/quotapath-profile/) ### Best rated features: Quota Planning 5.0 Single Sign On 5.0 Real-Time Updates 5.0 Real-Time Reporting 5.0 ### Worst rated features: Activity Tracking 1.0 Multi-Currency 2.0 Approval Process Control 2.0 Forecasting 3.3 [See all features](https://www.softwareadvice.com/commission/quotapath-profile/#key-features) ### Growth $35.00/month Build an end-to-end commission process to better motivate and align your teams. ### Premium $50.00/month Manage complex compensation processes to power efficient growth at scale. [See full pricing details](https://www.softwareadvice.com/commission/quotapath-profile/#pricing-and-plans) --- ### Product: Ganacos 4.89 [(19)](https://www.softwareadvice.com/accounting/ganacos-profile/) ### Pricing availability Starting price: €20,000.00/year Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Ganacos is a cloud-based software designed to help businesses support and manage data-driven decisions. Ganacos is best fitted for companies with a turnover of +€20millions. The platform enables organizations to streamline planning, data analysis and simulation operations via a unified portal. The application includes a combination of spreadsheets, planning and business intelligence (BI) tools, which enable users to create and deploy custom models. It automatically triggers computations whenever data is modified, allowing users to view and measure the impact of the change.... [Read more](https://www.softwareadvice.com/accounting/ganacos-profile/) ### Best rated features: Reporting/Analytics 5.0 Order Management 5.0 Audit Trail 5.0 Dynamic Modeling 5.0 ### Worst rated features: Data Import/Export 3.0 Scorecards 4.0 [See all features](https://www.softwareadvice.com/accounting/ganacos-profile/#key-features) --- ### Product: Qobra [Qobra](https://www.softwareadvice.com/commission/qobra-profile/) 4.89 [(437)](https://www.softwareadvice.com/commission/qobra-profile/reviews/) Best for:Activity Tracking ### Pricing availability Starting price: $39.00/month Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Qobra is a comprehensive sales compensation platform designed to streamline and enhance the management of commission structures for revenue teams. It replaces the complexity and risk of spreadsheet-based comp management with automation, real-time visibility, and a new generation of AI agents that do the work for you. By automating commission calculations and giving every team transparent, real-time access to performance and payout data, Qobra motivates sales teams while keeping sales, finance, and operations fully aligned. Key customers include leading AI & software companies like ElevenLabs, Contentsquare, Go1, GoCardless, Emarsys SAP, and many more. Built for sales operations, finance, and sales teams, Qobra is a centralized hub for managing compensation plans. Sales operations professionals gain major time savings and far greater reliability in calculations, freeing them to focus on strategy rather than admin. Sales reps get clear visibility into how their commissions are built, so they can track earnings transparently and trust every number. Finance teams gain control and security over payouts, ensuring accuracy across the entire process. The first AI-native sales compensation platform: agents that actually do the work Qobra is building the future of sales compensation, where AI agents handle the heavy lifting and shift you into a supervisor role. Instead of doing everything by hand, you review and approve the output of best-in-class agents, managing the work rather than executing it. It's a fundamental shift in how compensation gets run, and it's already underway. Qobra's AI is built around three specialized agents: • The Sales Coach helps reps understand their commissions and drive the right behaviors. It explains statements in plain language and answers commission questions instantly, reducing the query load on admins and building trust with the field. • The Architect replaces hours of implementation with minutes of conversation, letting you build and edit compensation plans quickly and autonomously on the platform, with unprecedented speed and independence. • The Analyst turns data into proactive business intelligence. It answers your questions, surfaces insights, raises alerts, and creates reports in plain language, putting expert-level analysis at your fingertips. These agents are only the beginning. Qobra is rapidly expanding what they can do, from forecasting commissions and stress-testing plans against edge cases to autonomously building entire compensation plans and connecting your comp data to the tools your teams already use. The direction is clear: a platform where AI handles the vast majority of the workload, and your team focuses on the decisions that matter. Core capabilities Qobra's foundation includes automated commission calculations that eliminate human error, fully customizable compensation plans tailored to your business model, and real-time reporting that turns data into confident decisions. Qobra stands out by pairing a genuinely user-friendly interface with the power to manage even the most complex commission structures. It integrates seamlessly with your existing CRM and revenue stack, so you keep the tools you rely on while gaining Qobra's advanced, increasingly autonomous compensation management. By fostering transparency across sales, finance, and operations, Qobra motivates teams and drives growth.... [Read more](https://www.softwareadvice.com/commission/qobra-profile/) ### Best rated features: Search/Filter 5.0 Commission Overrides 5.0 Generative AI 5.0 Customizable Reports 5.0 ### Worst rated features: Third-Party Integrations 3.0 Workflow Management 4.0 [See all features](https://www.softwareadvice.com/commission/qobra-profile/#key-features) ### Basic $39.00/month [See full pricing details](https://www.softwareadvice.com/commission/qobra-profile/#pricing-and-plans) --- ### Product: Bigin by Zoho CRM [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.71 [(744)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $0.00 Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every customer conversation: email, calls, and WhatsApp into one workspace, with meaningful AI built in. Over 50,000+ businesses across 150+ countries run on Bigin. Create team pipelines for every business operation: sales, onboarding, delivery, and support, and use connected pipelines to automate handoffs between them. Built-in telephony, email, customizable dashboards, and workflow automation keep everything moving. Zia, Bigin's built-in AI, drafts and summarizes emails, summarizes records and WhatsApp threads, and runs Zia Agents that handle replies, spot cross-sell opportunities, and analyze lost deals. MCP support connects AI tools like Claude to your data. Bigin offers four editions - Free, Express, Premier, and Bigin 360, with paid plans from $7/user/month. 25+ ready-made CRM templates available and setup takes 30 minutes. Apps for iOS, iPadOS, Android, and macOS.... [Read more](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) ### What users love - Straightforward setup and operation - Intuitive and clean dashboard design - Affordable CRM for small teams ### To take in mind - Limited third-party integration options ### Best rated features: For Mac Devices 5.0 Onboarding 5.0 Drag & Drop 5.0 Rules-Based Workflow 5.0 ### Worst rated features: Email Templates 3.0 Activity Tracking 3.0 [See all features](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/#key-features) ### Free Edition $0.00 ### Express $7.00/year $7/user/month when billed annually. You get everything in Free edition, plus: ### Premier $12.00/year $12 per user per month when billed annually. You get everything in Express edition, plus: [See full pricing details](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/#pricing-and-plans) --- ### Product: Substrata [Substrata](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/) 4.92 [(166)](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/reviews/) Best for:Opportunity Management ### Pricing availability Starting price: Price not available Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Substrata is a cloud-based sales communication platform built for B2B sales professionals, account executives, and revenue teams across industries. Substrata analyzes conversations, emails, and meetings to surface insights about buyer intent, engagement levels, and deal momentum, helping sales teams prioritize their efforts and respond more effectively. Core features include deal intelligence, email tracking, meeting analysis, and real-time alerts that flag changes in buyer behavior. Sales managers can use these insights to coach their teams and identify at-risk opportunities before they stall. The platform is deployed via the cloud and integrates with common email and calendar tools, making it straightforward to add to existing workflows. Small and mid-sized sales teams as well as enterprise organizations can use the platform to get a clearer picture of where deals stand. Support is available through email, a knowledge base, and live chat.... [Read more](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/) ### Best rated features: Performance Metrics 5.0 Sales Trend Analysis 5.0 Recommendations 5.0 Opportunity Management 4.9 ### Worst rated features: Real-Time Notifications 4.0 [See all features](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/#pricing-and-plans) --- ### Product: Sales Cookie [Sales Cookie](https://www.softwareadvice.com/commission/sales-cookie-profile/) 4.74 [(196)](https://www.softwareadvice.com/commission/sales-cookie-profile/reviews/) Best for:Commission Management ### Pricing availability Starting price: $0.00 Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Sales Cookie is a cloud-based solution designed to help SMBs and large companies automate sales commission for their reps. It provides a modern user interface with an online dashboard that breaks down goal and payout information for sales teams. Using a plan designer tool, Sales Cookie can be used to design compensation and incentive plans, including complex rewards, without the need for technical knowledge. It can provide fast and accurate calculations for all sales reps in just a few clicks. Sales Cookie supports multiple currencies and offers enterprise reporting, flexible rewards management, configurable user permissions, plus more.... [Read more](https://www.softwareadvice.com/commission/sales-cookie-profile/) ### Best rated features: Activity Tracking 5.0 Employee Portal 5.0 Commission Management 4.8 Compensation Plan Modeling 4.8 ### Worst rated features: Document Management 4.0 Performance Metrics 4.0 [See all features](https://www.softwareadvice.com/commission/sales-cookie-profile/#key-features) ### Free Trial $0.00 Provides access to all features. ### Business $40.00/month The plan can be cancelled anytime. ### Business + $60.00/month The plan can be cancelled anytime. [See full pricing details](https://www.softwareadvice.com/commission/sales-cookie-profile/#pricing-and-plans) --- ### Product: OnePageCRM [OnePageCRM](https://www.softwareadvice.com/crm/onepagecrm-profile/) 4.84 [(120)](https://www.softwareadvice.com/crm/onepagecrm-profile/reviews/) Best for:Ease of use ### Pricing availability Starting price: $9.95/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. You can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. Unique CRM features: — Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps. — Contact management: All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. — Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub! — Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions. More CRM features: — Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool. — Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature. — Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner. — CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues. — CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/) ### Best rated features: Dashboard 5.0 Customizable Templates 5.0 Segmentation 5.0 Search/Filter 5.0 [See all features](https://www.softwareadvice.com/crm/onepagecrm-profile/#key-features) ### Professional $9.95/month The monthly billing plan is also available. $15/month if billed annually. You can also avail a free 21-day trial. No credit card required.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) ### Business $19.95/month The monthly billing plan is also available. $29/month if billed annually. You can also avail a free 21-day trial. No credit card required.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) --- ### Product: monday CRM [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) 4.69 [(467)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/) Best for:Value for money ### Pricing availability Starting price: $12.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/) ### What users love - Intuitive interface and onboarding - Customizable workflows for teams - Streamlined client relationship management ### To take in mind - Expensive for small teams ### Best rated features: Templates 5.0 Lead Scoring 5.0 Project Management 5.0 Document Management 5.0 ### Worst rated features: Dashboard 2.0 Campaign Management 3.0 Meeting Management 3.0 Data Security 3.5 [See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features) ### Basic $12.00/month ### Standard $17.00/month ### Pro $28.00/month [See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans) --- ### Product: Clari [Clari](https://www.softwareadvice.com/crm/wingman-profile/) 4.66 [(314)](https://www.softwareadvice.com/crm/wingman-profile/reviews/) Best for:Customer support ### Pricing availability Starting price: $1,080.00/year Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Clari is a revenue orchestration platform that helps enterprise B2B organizations in technology, manufacturing, professional services, and related industries manage their sales pipeline, forecast revenue, and track deal activity. Clari is deployed as a cloud-based solution, making it accessible from any browser without on-premises installation. Core features include pipeline inspection, revenue forecasting, conversation intelligence, and deal tracking. Sales teams can use these tools to spot at-risk deals, align on targets, and keep forecast data accurate. Revenue operations and sales leadership can monitor team activity and identify gaps before they affect results. Support is available via email, phone, live chat, and an online knowledge base.... [Read more](https://www.softwareadvice.com/crm/wingman-profile/) ### What users love - Flexible and searchable recordings - Actionable insights from calls - Optimized sales call management ### To take in mind - Inconsistent transcription accuracy ### Best rated features: Dashboard 5.0 Opportunity Management 5.0 Real-Time Analytics 5.0 Self Service Portal 5.0 ### Worst rated features: Customizable Reports 3.3 Task Management 3.8 Call Tracking 4.0 [See all features](https://www.softwareadvice.com/crm/wingman-profile/#key-features) ### Accelerator $1,080.00/year ### Enterprise $1,320.00/year [See full pricing details](https://www.softwareadvice.com/crm/wingman-profile/#pricing-and-plans) --- ### Product: ElevateHQ [ElevateHQ](https://www.softwareadvice.com/product/337330-Elevate/) 4.87 [(102)](https://www.softwareadvice.com/product/337330-Elevate/reviews/) Best for:Workflow Management ### Pricing availability Starting price: Price not available Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Elevate supports secure third-party integrations with other CRM support and teamwork platforms, like Slack, Quickbooks, Outreach, and Salesloft. The feature set helps teams promote flexible contact and data-sharing activities, streamline data flows, and optimize in-house knowledge control systems. It also provides marketing and sales teams with template design tools to help create custom commission structures that promote brand visibility and business efficiency. The commission plans also help teams monitor and update payment schedules. Enterprises can use the business plan tools to generate budgets and enhance real-time visibility into performance systems to gauge return on investment. Elevate equips entities with process automation tools to digitize repetitive tasks and optimize workflow systems. Admins can also set up commission tracking events and approve payout workflows automatically using AI-enabled tools to improve time, cost, and project management.... [Read more](https://www.softwareadvice.com/product/337330-Elevate/) ### Best rated features: Dispute Management 5.0 Reminders 5.0 Activity Tracking 5.0 Performance Management 5.0 [See all features](https://www.softwareadvice.com/product/337330-Elevate/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/product/337330-Elevate/#pricing-and-plans) --- ### Product: Scratchpad [Scratchpad](https://www.softwareadvice.com/crm/scratchpad-profile/) 4.89 [(96)](https://www.softwareadvice.com/crm/scratchpad-profile/reviews/) ### Pricing availability Starting price: $0.00/month Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Scratchpad is an AI-powered sales workspace designed for B2B and SaaS sales teams of all sizes. The software is cloud-based, so teams can access it directly from their browser without any installation. Scratchpad automates CRM data entry by capturing notes, tasks, and deal updates and syncing them to Salesforce in real time, reducing manual data work for sales reps. Pipeline management tools give managers clear visibility into deal progress, forecast accuracy, and rep activity. Additional features include AI-generated call summaries, deal collaboration, and customizable sales processes that align with how individual teams work. Small and mid-sized sales organizations can use Scratchpad to keep CRM records accurate without pulling reps away from selling. Enterprise teams benefit from the pipeline inspection and forecasting tools, which surface gaps and risks across large deal sets. Support is available through a knowledge base, live chat, and email, giving users multiple ways to get help when needed.... [Read more](https://www.softwareadvice.com/crm/scratchpad-profile/) ### Best rated features: Content Management 5.0 Productivity Tools 5.0 For Sales Teams/Organizations 5.0 Collaboration Tools 4.3 ### Worst rated features: Content Delivery 3.0 [See all features](https://www.softwareadvice.com/crm/scratchpad-profile/#key-features) ### Free $0.00/month The plan is ideal for individuals who want to start. ### Team $39.00/month The plan is billed annually and is suitable for small-sized revenue teams. ### Business $79.00/month The plan is billed annually and is suitable for medium- and large-sized revenue teams. [See full pricing details](https://www.softwareadvice.com/crm/scratchpad-profile/#pricing-and-plans) --- ### Product: Sage Sales Management [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) 4.64 [(173)](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: €19.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: - AI-powered analysis for real-time sales impact measurement. - Geolocated opportunity information for strategic planning. - Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. - Customizable real-time data fields and stages to match unique sales processes. - AI-driven insights to minimize errors and misunderstandings. - Easy integration with your favorite apps. - Enhanced collaboration across departments, fostering a unified approach to sales success. Available on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.... [Read more](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) ### Best rated features: Marketing Automation 5.0 For Insurance Industry 5.0 Document Storage 5.0 Quotes/Estimates 5.0 ### Worst rated features: Product Catalog 3.0 [See all features](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#key-features) ### Basic €19.00/month [See full pricing details](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#pricing-and-plans) --- ### Product: Salesflare [Salesflare](https://www.softwareadvice.com/marketing/salesflare-profile/) 4.70 [(139)](https://www.softwareadvice.com/marketing/salesflare-profile/reviews/) Best for:Features ### Pricing availability Starting price: $29.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Salesflare is a B2B sales CRM for small and medium-sized teams that want to spend less time maintaining their CRM and more time following up with customers. It is especially suited to agencies, consultancies, software companies and other businesses where sales depend on ongoing relationships. When you connect Gmail or Outlook and your calendar, Salesflare automatically captures contact data and email and meeting activity. It enriches company and contact records and builds shared customer timelines, so your team can prepare for the next conversation without piecing together its history manually. Sales teams can manage opportunities in visual pipelines, use reminders to keep track of next steps, and run personalized email sequences. Email opens, link clicks and website visits provide engagement signals for follow-up. Reporting dashboards help managers review pipeline progress and sales activity, while relationship intelligence shows who on the team knows a customer. The automatically captured history also gives Salesflare's AI richer customer context. It can help summarize timelines, suggest follow-ups, prepare meetings and write emails. Salesflare works from the web, Gmail and Outlook sidebars, LinkedIn prospecting workflows, and iOS and Android apps. Native integrations, Zapier, Make and an API connect it with other business tools. Support is available through chat, email and a knowledge base. A free trial of up to 30 days is available.... [Read more](https://www.softwareadvice.com/marketing/salesflare-profile/) ### Best rated features: Event Triggered Actions 5.0 Email Campaign Management 5.0 Customizable Fields 5.0 Performance Metrics 5.0 [See all features](https://www.softwareadvice.com/marketing/salesflare-profile/#key-features) ### Growth $29.00/month [See full pricing details](https://www.softwareadvice.com/marketing/salesflare-profile/#pricing-and-plans) --- ### Product: Kixie PowerCall & SMS [Kixie PowerCall & SMS](https://www.softwareadvice.com/call-center/kixie-powercall-profile/) 4.63 [(295)](https://www.softwareadvice.com/call-center/kixie-powercall-profile/reviews/) Best for:Features ### Pricing availability Starting price: Price not available Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Kixie PowerCall and SMS is a sales engagement platform that helps inside sales, sales development, and business development teams at small and mid-sized businesses manage calls, texts, and outreach workflows. The software is cloud-based, so teams can use it from any location without installing hardware. Kixie PowerCall and SMS includes features such as auto-dialing, local presence dialing, call recording, voicemail drop, SMS messaging, and CRM integrations with tools like HubSpot and Salesforce. These features help sales teams reach more contacts in less time and keep customer data organized in one place. Call recording allows managers to review conversations for coaching and quality purposes. The local presence feature displays a local area code when dialing, which can increase the likelihood of a contact answering. Support is available via live chat, email, and an online knowledge base.... [Read more](https://www.softwareadvice.com/call-center/kixie-powercall-profile/) ### Best rated features: SIP Trunking 5.0 Sales Activity Management 5.0 Call Queues 5.0 Third-Party Integrations 5.0 ### Worst rated features: Automatic Outbound Dialer 1.0 Call Conferencing 3.0 Call Scheduling 3.0 [See all features](https://www.softwareadvice.com/call-center/kixie-powercall-profile/#key-features) ### Integrated Custom Pricing available upon request ### Professional Custom Pricing available upon request ### Outbound PowerDialer Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/call-center/kixie-powercall-profile/#pricing-and-plans) --- ### Product: Pipedrive [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) 4.53 [(3064)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Starting price: $19.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features. Pipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.... [Read more](https://www.softwareadvice.com/crm/pipedrive-profile/) ### What users love - Intuitive and user-friendly interface - Organized sales process management - Responsive and helpful support team ### To take in mind - Integration and email limitations - Expensive add-ons and tiered plans - Limited and basic reporting tools ### Best rated features: Content Delivery 5.0 Click Tracking 5.0 Lead Notifications 5.0 Multi-Channel Communication 5.0 [See all features](https://www.softwareadvice.com/crm/pipedrive-profile/#key-features) ### Lite $19.00/month This plan is available at $14/seat/month billed annually or $24/seat/month billed monthly. ### Growth $34.00/month This plan is available at $39/seat/month billed annually or $49/seat/month billed monthly. ### Premium $64.00/month This plan is available at $49/seat/month billed annually or $79/seat/month billed monthly. [See full pricing details](https://www.softwareadvice.com/crm/pipedrive-profile/#pricing-and-plans) --- ### Product: Mixmax [Mixmax](https://www.softwareadvice.com/crm/mixmax-profile/) 4.58 [(236)](https://www.softwareadvice.com/crm/mixmax-profile/reviews/) Best for:Ease of use ### Pricing availability Starting price: $65.00/month Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Mixmax is a sales engagement platform that helps businesses track emails, engage with customers and conduct surveys via a unified platform. It enables sales representatives to convert prospects into customers, send personalized emails to clients, automate workflows and enhance customer experience activities. It allows managers to track the performance of sales executives, analyze market trends and generate custom reports. Features of Mixmax include GDPR compliance, data encryption, productivity tracking, data synchronization and more. Additionally, the application lets professionals capture and store customer data in a centralized repository. Mixmax facilitates integration with various third-party platforms such as Salesforce, Google Calendar, Dropbox, Box, Github, Twitter and more. Pricing is available on a monthly or annual subscription and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/mixmax-profile/) ### What users love - Comprehensive feature-rich platform - User-friendly and intuitive design - Detailed and actionable email tracking ### To take in mind - Email handling and reliability issues ### Best rated features: Task Management 5.0 For Sales Teams/Organizations 5.0 Calendar Management 5.0 Location Tracking 5.0 [See all features](https://www.softwareadvice.com/crm/mixmax-profile/#key-features) ### Enterprise Custom Pricing available upon request Enterprise controls & custom setup for larger teams ### Growth + CRM $89.00/month Boost productivity with unlimited tracking, reminders, templates, and scheduling ### Growth $65.00/month Sales automation for growing revenue teams built into Gmail. Mixmax saves time for account executives, customer success, and SDR teams by automating repetitive tasks and increasing efficiency.... [Read more](https://www.softwareadvice.com/crm/mixmax-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/mixmax-profile/#pricing-and-plans) --- ### Product: Spiff [Spiff](https://www.softwareadvice.com/product/91708-Spiff/) 4.69 [(132)](https://www.softwareadvice.com/product/91708-Spiff/reviews/) Best for:Mid-size businesses ### Pricing availability Starting price: $75.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Spiff is a commission software that enables finance and sales operations teams to manage incentive compensation plans. It helps professionals gain visibility into performance and earnings. The platform's UI, reporting capabilities, and integrations help enterprise organizations. Key features of Spiff include plan recommendations, traceability, team management and data export. It lets managers assign or withdraw tasks among sales representatives and automatically adjust group commissions based on membership dates. Additionally, businesses can utilize the commission plan designer module to customize flat-rate, tiered, event-based, marginal and trailer commissions. Spiff integrates with QuickBooks, NetSuite, HubSpot, Microsoft Dynamics, Salesforce and more. Pricing is based on a monthly subscription. Support is extended via documentation, phone, email and an online help desk.... [Read more](https://www.softwareadvice.com/product/91708-Spiff/) ### Best rated features: Budget Management 5.0 Third-Party Integrations 5.0 Sliding Scale Commissions 5.0 Audit Trail 5.0 ### Worst rated features: Real-Time Reporting 3.0 Alerts/Notifications 4.0 Forecasting 4.0 [See all features](https://www.softwareadvice.com/product/91708-Spiff/#key-features) ### Salesforce Spiff $75.00/month [See full pricing details](https://www.softwareadvice.com/product/91708-Spiff/#pricing-and-plans) --- ### Product: GlassHive [GlassHive](https://www.softwareadvice.com/email-marketing/glasshive-profile/) 4.67 [(103)](https://www.softwareadvice.com/email-marketing/glasshive-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $99.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary GlassHive helps tech companies of all sizes including MSPs, MSSPs, VARs, vendors and more manage marketing and sales processes. It includes CRM, email marketing, sales management, tasks, integrations, marketing plans, collateral builder, marketing, sales reports, journeys, contacts, landing page builder and SMS.... [Read more](https://www.softwareadvice.com/email-marketing/glasshive-profile/) ### Best rated features: Template Management 5.0 Forecasting 5.0 Document Management 5.0 Content Publishing Options 5.0 ### Worst rated features: Real-Time Data 3.0 [See all features](https://www.softwareadvice.com/email-marketing/glasshive-profile/#key-features) ### Basic $99.00/month [See full pricing details](https://www.softwareadvice.com/email-marketing/glasshive-profile/#pricing-and-plans) --- ### Product: Zipteams [Zipteams](https://www.softwareadvice.com/voip/zipteams-profile/) 4.70 [(73)](https://www.softwareadvice.com/voip/zipteams-profile/reviews/) ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Zipteams is a cloud-based AI sales platform that helps sales and revenue teams manage lead engagement, qualification, and conversion in one place. It suits businesses of varying sizes, with documented use cases in EdTech, career counseling, and financial services. Core features include an AI dialer and calling agents, conversation intelligence with call recording and transcription, BANT intent detection, and automated meeting summaries after every call. The Zip Score tool audits call quality using configurable scoring parameters and sends automated training reports to sales reps and managers. Talk-to-listen ratio monitoring and participant sentiment scoring help identify gaps in sales conversations. An embeddable meeting widget lets prospects connect instantly from a website or landing page, with browser-based meeting rooms that require no app download. Meeting scheduling includes round-robin routing, and CRM workflow automation reduces manual data entry. Sales pipeline analytics and dashboards surface funnel drop areas to support closing efforts. Zipteams integrates with third-party apps and CRM systems to keep data current across tools. Support options include a knowledge base, with additional assistance available via email and chat channels.... [Read more](https://www.softwareadvice.com/voip/zipteams-profile/) ### Best rated features: Lead Assignment 5.0 Real-Time Reporting 5.0 Lead Capture 5.0 Meeting Notes 5.0 [See all features](https://www.softwareadvice.com/voip/zipteams-profile/#key-features) --- ### Product: Coevera [Coevera](https://www.softwareadvice.com/product/113892-Coevera/) 4.60 [(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/) Best for:Customer support ### Pricing availability Starting price: $85.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. Automatizer — no-code workflow automation your own ops team builds and changes. Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/) ### Best rated features: Activity Dashboard 5.0 Reminders 5.0 Forecasting 5.0 Lead Nurturing 5.0 ### Worst rated features: Collaboration Tools 3.0 Prospecting Tools 3.0 [See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features) ### Business Edition, Enterprise Edition, Unlimited Edition $85.00/month The Business Edition is one of three different versions of Coevera that are available. Each version offers a different combination of features to suit your needs. For more details see our pricing page on coevera.com.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans) --- ### Product: Advantage Incentive Compensation Management [Advantage Incentive Compensation Management](https://www.softwareadvice.com/product/530386-Advantage-Incentive-Automation/) 4.89 [(37)](https://www.softwareadvice.com/product/530386-Advantage-Incentive-Automation/reviews/) ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Advantage Incentive Automation is a compensation management platform designed to optimize sales performance. It serves businesses across various industries, enabling them to elevate sales team motivation. The solution features automation capabilities and assists with extensive auditing. It centralizes sales data, making it easier to track and audit incentives accurately. The platform also enforces automated compliance checks, ensuring adherence to company policies and regulations without manual intervention. Managers can customize commission structures based on specific performance metrics, fostering fairness and motivation among the sales force. The tool automates repetitive tasks such as incentive calculation, approval workflows and payout distribution,. This allows sales teams and managers to focus on strategic initiatives rather than administrative tasks.... [Read more](https://www.softwareadvice.com/product/530386-Advantage-Incentive-Automation/) ### Best rated features: Benchmarking 5.0 Sales Pipeline Management 5.0 Lead Generation 5.0 Calendar Management 5.0 ### Worst rated features: Budget Management 3.0 Campaign Management 4.0 [See all features](https://www.softwareadvice.com/product/530386-Advantage-Incentive-Automation/#key-features) --- ### Product: Vanillasoft [Vanillasoft](https://www.softwareadvice.com/crm/vanilla-soft-profile/) 4.59 [(233)](https://www.softwareadvice.com/crm/vanilla-soft-profile/reviews/) Best for:Popular ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which helps sales teams in businesses manage their daily operations. VanillaSoft is a lead optimization platform built for fast-response sales teams. VanillaSoft’s real-time workflow helps sales teams work smarter by making sure every lead gets the best chance to convert. It automatically prioritizes the warmest records, so agents don’t waste time figuring out who to contact next. It simplifies the agent’s activities, letting them focus on conversations instead of juggling data. Plus, it ensures calls, emails, and texts are sent in the right order, with the right message, and with the best chance of getting through—avoiding spam filters and blocked calls. These three pillars of VanillaSoft’s all-in-one system ensure sales teams are effective, efficient, and always reaching their leads.... [Read more](https://www.softwareadvice.com/crm/vanilla-soft-profile/) ### What users love - User-friendly and intuitive design - Efficient lead tracking workflow - Responsive and helpful support team ### To take in mind - Occasional lag and slowdowns ### Best rated features: Template Management 5.0 Call Recording 5.0 Lead Distribution 5.0 Activity Dashboard 5.0 [See all features](https://www.softwareadvice.com/crm/vanilla-soft-profile/#key-features) --- 1 [2](https://www.softwareadvice.com/sales-performance-management/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/sales-performance-management/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/sales-performance-management/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/sales-performance-management/?__ai_markdown=true&page=5)[6](https://www.softwareadvice.com/sales-performance-management/?__ai_markdown=true&page=6)[7](https://www.softwareadvice.com/sales-performance-management/?__ai_markdown=true&page=7) ## Popular Comparisons [ HubSpot Sales Hub vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/2764-Salesforce/vs/21946-hubspot-sales/)[ Bigin by Zoho CRM vs Zoho CRM ](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/zoho-crm/)[ Nutshell vs Pipedrive ](https://www.softwareadvice.com/crm/nutshell-profile/vs/pipedrive/)[ Qobra vs Everstage ](https://www.softwareadvice.com/commission/everstage-profile/vs/qobra/) ## Software Applications for Sales Performance Management Your sales organization has the difficult task of managing and incentivizing your team of sales personnel, each with their own compensation packages and commission structures. It’s also vital for your company to have accurate predictions for upcoming sale closures in order to forecast future revenues and maintain proper inventory levels to keep up with customer demands. With sales performance management software, you can manage these issues, track performance of the entire team, and monitor sales targets and goals in one place. We can help you understand how to choose the right software that will suit your type of sales organization. Here’s what we'll cover: - [What is sales performance management software?](#Whatissalesperformancemanagementsoftware) - [Common features of sales performance management software](#Commonfeaturesofsalesperformancemanagementsoftware) - [What type of buyer are you?](#Whattypeofbuyerareyou) - [Benefits of sales performance management software](#Benefitsofsalesperformancemanagementsoftware) - [Key considerations](#Keyconsiderations) - [Market trends](#Markettrends) ## What is sales performance management software? Sales performance management software assists sales management teams in monitoring the activity of sales personnel throughout the sales lifecycle by tracking progress toward target sales quotas and goals, and monitoring sales closure rates. It also provides an interface for sales managers to design sales incentive programs, create reports that show how well sales personnel are progressing, and distribute rewards as they are earned. ## Common features of sales performance management software While features vary from product to product, sales performance management software typically offers some or all of the following functionality:

Incentive management

Create and track sales incentive programs, such as profit sharing, stock awards, and individual bonus plans.

Online voice transmission

Convert your voice into a digital signal, compress it, and send it over the internet. On the receiving end, the digital data is uncompressed into the sound that can be heard through a headset or speakerphone.

Reporting and analytics

Compile information about the individual salespeople (or the team as a whole), such as prospecting output, progress toward incentivized goals, and sales cycle timelines.

Sales planning

Analyze sales cycles to predict future revenue and plan for product delivery and training.

Commission management

Store a record of employee compensation programs and monitor commission payment timelines.

Forecasting

Predict future cash flow based on past and present sales cycle timelines.

Goal setting and tracking

Track progress of salespeople toward established measurable goals over a specific period of time and allow managers to change goals as needed.

Quota planning

Analyze past and present sales personnel performance to help plan future target quotas.

Territory management

Allow managers to organize employee target territories based on geographical, vertical market, or customer buying trends.

Application programming interface (API)

Integrate software with third-party applications and databases.

## What type of buyer are you? As you begin narrowing down your options for sales performance management software, you need to understand the type of buyer you are. This will help you better understand your organization's needs and the required software features: - **Retail stores:** Due to the typically brief nature of brick-and-mortar retail sales employment, managers may not necessarily have proper management experience to adequately assess sales personnel performance. Sales performance management software can provide a reference tool to these managers and guide them through incentivizing salespeople and monitoring progress. - **Commission-based sales organizations:** These buyers employ salespeople whose income relies partly on commission and bonuses related directly to their earned sales revenues. It’s vital that these companies have management and tracking tools to manage sales quotas, sales contest totals, and commission payouts and timelines. - **Hard goods:** These companies sell physical products—such as automobiles, computer hardware and clothing—and need to be able to confirm current and future inventory in order to keep up with customer demand. By analyzing sales lifecycles and probabilities, these companies can avoid potential supply or inventory deficiencies. ## Benefits of sales performance management software - **Empowers salespeople and management:** Salespeople are by definition motivated by commission and incentives. Sales performance management software allows managers to create customizable commission structures for individual salespeople while simultaneously creating shorter term incentive programs, such as sales contests. This allows managers to play a more active role in assisting salespeople in achieving their goals. - **Monitors sales activity:** By tracking customer sales cycles and closing probability rates, companies have a better understanding of future cash flow, necessary product inventory, and resources required for delivery and billing. Sales performance management software also provides a great tool with which management can set performance quotas and identify underproducing employees. ## Key considerations Although sales performance management software provides significant benefits to a sales organization, there are some potential issues to keep in mind: - **Need for in-house support:** Turnover rates in sales organizations can be quite high as sales reps come and go. This puts a lot of pressure on in-house IT staff to provide support software on a variety of personal devices and operating systems. Additionally, considering that all sales personnel will have the ability to enter customer information, proper training will be required to ensure the integrity of input information. - **Security of commission structures:** In sales organizations, it can be common to have sales personnel that are compensated with different commission rates. Proper security measures need to be in place so that salespeople are not aware of how their fellow coworkers are being incentivized. - **Standards for data entry:** The old adage garbage in, garbage out applies here. Considering that information collected in the field will be entered by a variety of users, extra care should be taken when defining customer information fields. These fields should also force salespeople to use the proper formatting when inputting data and reject data entries that don’t follow entry criteria. ## Market trends to understand When researching the sales performance management software market, there are some market trends to consider to help you make the right decision for your business. **Mobile device dependence:** Outside sales representatives ideally spend most of their time in the field, visiting new clients in person. Direct input of customer data via a mobile device is vital in updating information on client needs, buying cycles, and product requirements while in the field. **Integration with third-party software:** Application programming interfaces (APIs) are increasingly being made available for companies that require integration with other line-of-business applications, such as ERP (enterprise resource planning) systems. By providing open programming architecture, sales organizations can more easily create custom code that makes use of interconnectivity between applications. **_Note:_** _The application selected in this article is an example to show a feature in context and is not intended as an endorsement or recommendation. It has been obtained from sources believed to be reliable at the time of publication._ ### Related Sales Performance Management Software - [CPQ Software](https://www.softwareadvice.com/cpq/) - [Commission Software](https://www.softwareadvice.com/commission/) - [Proposal Management Software](https://www.softwareadvice.com/proposal-management/) - [Quoting Software](https://www.softwareadvice.com/cpq/quoting-comparison/) - [RFP Software](https://www.softwareadvice.com/rfp/) - [Sales Force Automation Software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) - [Sales Forecasting Software](https://www.softwareadvice.com/sales-forecasting/) - [Sales Tracking Software](https://www.softwareadvice.com/crm/sales-tracking-comparison/)