Today's customers demand personalized experiences, and to meet these expectations, your sales reps need tons of actionable information, from detailed customer profiles, and personality insights to real-time competitor intelligence.

Sales intelligence software can equip your reps with this valuable data, changing entirely how you approach sales. These tools can offer detailed account information, identify potential leads, track competitors, analyze market trends, and predict customer behavior enabling your reps to bring in more business.

Our article dives deep into the top seven sales intelligence software that can help your reps yield better outcomes and key features to look for in such tools. 

A quick look at the top 7 sales intelligence software 

Short on time? Below is an evaluation summary of the 7 best sales intelligence software in the market.

A deep dive into the 7 best sales intelligence software

We will now understand the above offerings in detail so that you can figure out which sales intelligence software is perfect for your business. 

1.Happysales 

Happysales is a powerful sales intelligence software that adds a layer of data intelligence to your sales workflows. It builds intelligent prospect lists matching your ideal customer profile (ICP), personalized emails, and suggests responses based on your company's knowledge base.

The solution provides insights into potential customers, their personalities, and challenges, eliminating hours of research for reps. It generates deeply contextualized outreach and nurtures content along with message recommendations and initial contact icebreakers to maximize engagement. 

In addition to the intelligence features, its AI coaching features prepare your sellers with realistic role-playing scenarios and offer assistance 24/7.

Features

• DISC personality analysis for prospects 
• Autonomous meeting bookings 
• On-brand email suggestions 
• AI to assist reps answer every buyer question 
• Auto-populated content for prospects based on challenges, personality, news, etc

Pros

• No need for a different data provider to source/clean leads

Cons 

• Newer solution compared to others

Pricing 

Pricing is not available on their website. However, you can sign up for free right away.

2.Clearbit (acquired by HubSpot)

Next up is Clearbit, a solution that ensures you have access to clean, reliable data necessary to go to market effectively.

It enriches every record with detailed information on leads, contacts, and accounts. With real-time scoring and routing, Clearbit identifies high-fit leads and instantly routes them to the right reps. Its advanced IP intelligence data enables the platform to narrow down high-intent buyers from anonymous website traffic in seconds. 

Features

• Multi-language data for leads, contacts, and accounts
• Lead scoring and routing 
• Visitor dashboard to track real buying intent signals
• Dynamic form shortening to reduce friction 

Pros

• Easy integration with other tools
• Extension to gather data from different social media platforms 

Cons 

• Users find it expensive compared to other tools
• Sometimes the information is outdated

Pricing 

You need to contact HubSpot for pricing since the platform has been acquired by them.

3.Overloop

Overloop is a sales engagement platform that allows you to build targeted prospect lists, run multi-channel outbound campaigns, and engage potential clients through personalized cold emails and LinkedIn outreach. Its powerful email finder and Chrome extension make it easy to create and enrich leads including direct imports from LinkedIn profiles and CSV files. 

Plus, the detailed tracking and reporting help analyze campaign performance, track email and LinkedIn engagement, monitor phone call outcomes, and easily manage bounce rates. 

Features

• Multi-channel visual campaign builder (calls, emails, LinkedIn) 
• Trigger-based prospect enrollment 
• Detailed reports on channel tracking, campaign performance, A/B testing, bounce, etc
• Mass email retrieval and verification 
• Call automation and sequences 
• Chrome extension to find prospects 

Pros

• Intuitive and so easy to implement
• The support team is quick and effective 

Cons 

• Expensive 
• The emails are not always accurate 

Pricing 

Plans start at $58 per user/month, billed annually. Learn more here. 

4.Lusha

Lusha is another sales intelligence platform on our list that allows you to identify and connect with high-potential leads. It gives accurate firmographic data in just a few clicks, cutting down the research hours.

The platform seamlessly integrates with your existing tech stack via the Lusha API, filling in data gaps and enriching every lead that enters your CRM with up-to-date contact information. Plus, Lusha lets you manage and score leads at scale with one-click lead enrollment and enrichment. 

Features

• Contact and company search for list-building 
• Company-level intent scores and trending interests 
• Filters like technology lists and funding information
• Prospect activity alerts when their buying potential changes
• Customized messaging and outreach based on up-to-date prospect info

Pros

• Automatically fills in missing information 
• The support team is fast and responsive 

Cons 

• Limited filter choices and contact information 
• Credits are not adequate for usage 

Pricing 

Plans start at $36 per user/month, billed annually. They also have a forever-free plan with limited credits. Learn more.  

5.Apollo.io

With 275M global contact data, Apollo is designed to fill your pipeline with quality leads and help you with an extensive contact and account search. 

Using Apollo, you can run more efficient outbound campaigns and set up meetings from one place. It boosts your team's productivity and performance with consolidated workflows and AI-driven insights. Apollo’s deal management gives you end-to-end pipeline visibility, enabling you to monitor and optimize every stage of the sales process. 

Features

• 65+ filters and attributes to find leads from the database 
• AI-generated email sequences 
• Lead scoring engine 
• Chrome extension to find leads from anywhere on the web
• Built-in-dialer with call recording, transcripts, and CRM logging
• AI recommendation for process automation and messaging 

Pros

• Centralized dashboard for visibility of all campaigns 
• Easily integrates with existing tools 

Cons 

• Customer support is a bit slow 
• Emails are not always accurate 

Pricing 

The Basic plan starts at $49 per user/month. They also offer a forever-free plan. Find out more. 

6.Factors.ai

Factors.ai’s sales intelligence software lets you focus on high-intent accounts that are already visiting your website. It helps you prospect warm leads and monitor actions of active opportunities and previously lost deals.

The real-time alerts from Factors.ai keep you updated on engagement from accounts in your target list and unclaimed accounts. Its personalized sales pitches further increase your reps’ chances to receive responses. 

Features

• Account segment building based on different factors 
• Cross-channel conversion rate tracking 
• IP-lookup to identify website visitors 
• Account-level intent signals from LinkedIn ad campaigns
• Buyer intent from G2 product, category, and review pages
• Engagement scoring for prioritization 
• Personalized sales pitch based on accounts’ interest and interaction

Pros

• Easily classify leads into hot, warm, lukewarm, and cold
• You can also identify accounts viewing your website in incognito mode

Cons 

• Bit complex to navigate around the product
• UI could be better and smoother

Pricing 

Plans start at $249 per month, billed annually. Get into more pricing details. 

7.Cognism

Lastly, we have Cognism. It is a sales intelligence software that has the widest coverage of mobile phone numbers. 

The platform claims to have a database that has an 80% accuracy rate and is the largest US mobile dataset on the market. Its mobile numbers go through an extra level of validation to ensure that every call reaches the right prospect. You can even update and enrich your own prospect list CSV with its advanced data enrichment capabilities.

Features

• Multiple filters to get phone-verified mobile numbers
• Firmographics, technographics, and buyer intent signals 
• Ability to create custom audience segments
• Automated and scheduled CRM enrichment 
• Browser extension for prospecting and data enrichment 
• Account insights based on buyer intent 

Pros

• Find and verify the mobile number of any prospect within 48 hours
• Helpful support team with low response times

Cons 

• Pricing plans may be relatively high for smaller businesses
• Limitation on contact imports

Pricing 

You need to fill out a form on their website to know the pricing.

Must-have features in a sales intelligence software

As you evaluate these tools, remember to choose the one with essential sales intelligence features for maximum impact. These include:

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1.Contact and company information

For an effective sale, you need to know who you are selling to. One of the most important features of any sales intelligence software is the ability to provide accurate contact and company information. 

This allows your team to access detailed profiles of potential leads, including email addresses, phone numbers, job titles, and company backgrounds making the interactions more relevant and impactful. 

2.Real-time prospect intelligence 

Your reps also need timely, actionable insights about potential customers so that they can strike while the iron is hot. This includes intent signals that indicate a prospect's readiness to buy, personality, recent tech investments, or information about company funding rounds, mergers, or acquisitions. 

All of this allows for timely and contextually relevant follow-ups and, consequently successful conversions. 

3.Reports and dashboards  

Good sales intelligence software should offer customizable reports and intuitive dashboards that provide valuable insights. These may include sales campaign performance, team performance analytics, conversation intelligence, market segment analysis, and conversion rate tracking. 

These help sales managers and teams understand trends, identify issues, and measure the ROI of their efforts. 

4.Predictive analytics

Predictive analytics means using historical data and machine learning algorithms to forecast future outcomes and behaviors. 

This may include lead scoring to identify high-potential prospects, churn prediction to flag at-risk customers, and message recommendations based on past interactions and suggest follow-ups. This helps sales teams focus their efforts on the most promising opportunities and fine-tune their approach. 

5.Integrations

For full-funnel insights, you need to ensure your sales intelligence software seamlessly integrates with your CRM, marketing tools, and communication platforms. This allows for a smooth flow of data, enabling your team to access complete and accurate insights. 

The integrations also help maintain context and consistency across all prospect and customer interactions.

Why trust Happysales for sales intelligence?

Happysales is a 360-degree sales intelligence software that offers an elaborative suite of features thoughtfully engineered for modern sales teams. 

The solution autonomously handles prospecting, performs internet-scale research, and offers targeted recommendations on your ideal accounts. This means your team can focus on high-value tasks while the AI handles repetitive and time-consuming activities.

With Happysales, you benefit from a high level of automation that accelerates the training of new hires and enables you to replicate your playbook across various use cases and personas. 

From generating intelligent lists and auto-populating content to providing deep insights and role-playing scenarios, Happysales ensures that your sales team operates at 100% efficiency while checking off and exceeding all their KPIs. 

You can get started today by downloading their Chrome extension for free. 

FAQs 

Q. What is the difference between sales intelligence and sales enablement?

Sales intelligence focuses on gathering and analyzing data about prospects and customers such as contact details, company backgrounds, and buying signals. Sales enablement, on the other hand, means offering tools, resources, and training reps need to sell more effectively. This includes content management, training and coaching programs, and performance analytics.

Q. How to do sales intelligence of any prospect?

Collect contact details and company information, review their online presence (social media profiles, company website, recent news), track engagement with your marketing materials, identify their pain points, and monitor relevant industry trends.

Q. What is the difference between CRM and sales intelligence?

CRMs store and manage customer data and interactions. Sales intelligence tools analyze and enrich this data to offer actionable insights and help identify opportunities.