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Sales AI Software Options 2026

  • Writer: Phil Turton
    Phil Turton
  • 4 hours ago
  • 18 min read
Sales AI Software Options 2026

Sales teams have always had more data than they know what to do with - call recordings no one listens to, CRM records that are out of date, pipeline figures that sales managers quietly adjust before presenting to the board. What is changing in 2026 is that AI is finally turning that data into something actionable at scale: accurate deal scoring, automatic call analysis, AI-generated follow-up content, real-time coaching during live conversations, and intent signals that identify which prospects are actually in a buying cycle before a single call has been made.


The Sales AI market has expanded rapidly from a handful of conversation intelligence tools into a broad and increasingly overlapping landscape of platforms, each attacking a different part of the sales productivity and revenue intelligence problem. This guide organises the leading vendors by what they actually do - conversation intelligence, revenue forecasting, sales engagement, coaching and enablement, and prospecting and intent data - to help sales leaders, revenue operations teams, and IT buyers find the right fit for their specific challenge. Viewpoint Analysis is a Technology Matchmaker, helping businesses find and select the right technology fast.

 

Included Sales AI Software Vendors


This guide covers the following Sales AI platforms, organised by primary functional category. Our viewpoint on each vendor follows below.


Conversation Intelligence and Call Analytics: Gong | Chorus by ZoomInfo | Salesloft | Wingman by Clari | Otter.ai for Sales

Revenue Intelligence and Forecasting: Clari | Aviso | People.ai | Salesforce Einstein | HubSpot AI

Sales Engagement and Outreach Automation: Outreach | Salesloft | Apollo.io | Instantly | Reply.io

Sales Coaching and Enablement: Highspot | Seismic | Mindtickle | Allego | Showpad Prospecting and Intent Data: 6sense | Bombora | ZoomInfo | Cognism | Lusha

 

What is Sales AI Software?


Sales AI software is the collective term for platforms that apply artificial intelligence and machine learning to the activities, data, and workflows involved in B2B sales - with the goal of helping sales teams sell more effectively, forecast more accurately, and allocate effort more intelligently. The category is broad and growing, and it spans several distinct problem types that are worth understanding separately before evaluating vendors.


Conversation intelligence platforms record, transcribe, and analyse sales calls and meetings, extracting insights about deal risk, objection patterns, competitor mentions, and rep performance that would otherwise be invisible in unstructured audio. Revenue intelligence and forecasting tools analyse CRM activity data, email and calendar signals, and deal history to produce more accurate pipeline assessments and forecast predictions than manual CRM-based reporting can deliver. Sales engagement platforms automate and personalise multi-touch outreach sequences across email, phone, and social, using AI to optimise timing, content, and channel mix. Sales coaching and enablement platforms ensure that reps have access to the right content, talk tracks, and training at the right moment in the sales process - increasingly using AI to surface relevant material in real time during live calls. Prospecting and intent data platforms use AI to identify which accounts are actively researching solutions in your category, enabling sales teams to prioritise outreach toward buyers who are already in a purchasing cycle.


These categories increasingly overlap - Gong and Salesloft have both expanded from a focused capability into broader revenue platforms, and Clari spans conversation intelligence through its Wingman acquisition alongside its core forecasting capability. For context on how Sales AI fits within the broader CRM and revenue technology stack, see our CRM Software Options 2026 and Revenue Lifecycle Management Software Options 2026 guides.

 

How to Find Sales AI Software


The Sales AI market is one of the fastest-moving in enterprise technology, with new vendors, acquisitions, and capability expansions happening at a pace that makes point-in-time market maps unreliable within months. The most important starting point is clarity about which problem you are primarily trying to solve - conversation intelligence, forecasting accuracy, outreach automation, rep coaching, or prospect identification - because the vendors that lead in each of these areas are different, and a platform selected for the wrong use case will underdeliver regardless of its general market reputation.


For a fast, free way to generate a tailored vendor longlist matched to your specific requirements, the Longlist Builder takes a few minutes to complete and returns a shortlist you can act on immediately.


Longlist Builder

If you would prefer the leading Sales AI vendors to come directly to you, the Technology Matchmaker Service manages that process on your behalf.

 

Conversation Intelligence and Call Analytics Platforms


Conversation intelligence platforms turn the raw material of sales calls and meetings - recordings that would otherwise sit unreviewed in a cloud folder - into structured, searchable, and analytically rich data. For sales leaders, they provide visibility into what is actually happening in customer conversations at scale. For individual reps, they provide a coaching resource and a searchable library of their own calls. The AI-driven insight layer - identifying deal risk, tracking competitor mentions, scoring call quality, and flagging coaching moments - is where the differentiation lies.


Gong is the market-defining conversation intelligence platform and has expanded aggressively into a broader revenue intelligence position. Its AI analyses calls, emails, and CRM activity to surface deal risk signals, forecast accuracy indicators, and coaching insights across the entire revenue team. Gong's data model - built on billions of recorded sales interactions - gives its AI models a training advantage that newer entrants find difficult to replicate quickly. Its Engage module for sales engagement and its Forecast module for pipeline management mean that many organisations now use Gong as their primary revenue intelligence layer rather than a standalone call recording tool. It is a strong fit for B2B sales organisations with a significant volume of customer-facing conversations and a revenue operations function that wants data-driven visibility into pipeline health.


Chorus by ZoomInfo is ZoomInfo's conversation intelligence product, acquired in 2021 and increasingly integrated with ZoomInfo's broader data and prospecting platform. Chorus records and analyses sales calls and meetings, identifies key moments, tracks competitor mentions, and surfaces coaching insights - with the added advantage of connecting conversation data to ZoomInfo's contact and account intelligence. For organisations already using ZoomInfo for prospecting and contact data, Chorus provides a logical and commercially efficient extension into conversation intelligence, keeping call analysis and account intelligence within a single vendor relationship. Its integration depth with Salesforce and HubSpot is solid, and it is frequently evaluated as a cost-competitive alternative to Gong for organisations that do not need Gong's full revenue platform breadth.


Salesloft began as a sales engagement platform but has built conversation intelligence capability through its acquisition of Drift and continued product investment, positioning itself as a full revenue orchestration platform. Its Conversations product handles call recording, transcription, and AI-driven analysis, integrated directly with its engagement sequencing and CRM sync tools. Salesloft's strength is in combining outreach automation and conversation intelligence in a single workflow - so that the same platform that manages a rep's outbound sequences also analyses the calls those sequences generate. It appears in both this section and the Sales Engagement section below because that dual positioning is genuinely meaningful for buyers evaluating platform consolidation.


Wingman by Clari is Clari's conversation intelligence product, brought into the Clari platform through its 2022 acquisition. It provides real-time call assistance - surfacing relevant battlecards, objection responses, and talk tracks during live conversations as the AI detects specific topics or competitor names being raised. This real-time assist capability distinguishes it from platforms that analyse calls only after the fact, and it is particularly valuable for organisations onboarding new reps who need in-the-moment guidance rather than post-call coaching. Its integration with Clari's forecasting and pipeline intelligence platform means that conversation data feeds directly into deal scoring and revenue predictions.


Otter.ai for Sales occupies a distinct position in this category as an accessible, AI-powered meeting transcription and notes platform that has added sales-specific features including CRM integration, action item capture, and meeting summary generation. It is not a full conversation intelligence platform in the Gong or Chorus sense - it does not provide deal risk scoring or advanced coaching analytics - but for smaller sales teams or organisations at the early stages of conversation intelligence adoption that want accurate transcription, searchable meeting records, and automated CRM updates without enterprise pricing, it provides a practical and affordable starting point.

 

Revenue Intelligence and Forecasting Platforms


Revenue intelligence platforms address one of the most persistent problems in B2B sales: the gap between what CRM data says about pipeline health and what is actually likely to close. By analysing activity signals - email and calendar data, call frequency, stakeholder engagement, deal velocity, and historical patterns - these platforms produce forecast predictions and deal risk assessments that are significantly more reliable than rep-reported CRM data. For sales leaders and CFOs, the value is in committing to revenue forecasts with genuine confidence rather than with a privately held margin of uncertainty.


Clari is the leading dedicated revenue intelligence and forecasting platform, and has built its market position on the strength of its AI-driven pipeline analysis and forecast accuracy. Its platform ingests CRM data, email and calendar activity, and call intelligence to produce deal scores, forecast predictions, and pipeline movement alerts that give revenue leaders real-time visibility into what is likely to close and what is at risk. Clari's Revenue Cadence framework - structuring weekly, monthly, and quarterly forecast reviews around its data - has become a widely adopted revenue operations methodology as well as a platform. Its acquisition of Wingman added conversation intelligence to the suite, and Clari now competes with Gong for the position of primary revenue intelligence layer for enterprise B2B sales organisations.


Aviso is a revenue intelligence platform with a strong emphasis on AI forecasting accuracy, positioning its WinScore deal scoring and forecast models as more reliable predictors of outcome than competing approaches. It is particularly well regarded in mid-market and enterprise technology companies, and has a strong following in the US market. Aviso's GTM platform covers forecasting, pipeline management, conversation intelligence, and coaching, and its AI models are trained on a combination of CRM activity data and conversational signals. For organisations evaluating alternatives to Clari, Aviso is the most direct competitor and often wins on the strength of its forecasting model accuracy in head-to-head evaluations.


People.ai takes a distinctive approach to revenue intelligence by focusing on activity capture and attribution - automatically logging sales activity from email, calendar, and other sources into CRM without relying on rep manual entry. This solves one of the most fundamental data quality problems in CRM-based forecasting: incomplete and inconsistent activity data. Its AI then analyses the captured activity to assess deal health, identify engagement gaps, and surface accounts that are at risk of going cold. People.ai is a strong fit for organisations where CRM data quality is a known problem and where the sales leadership wants accurate activity visibility without imposing a heavier manual logging burden on reps.


Salesforce Einstein is Salesforce's native AI layer, embedded across Sales Cloud, and provides AI-driven lead scoring, opportunity scoring, activity capture, and forecast assistance for organisations already on the Salesforce platform. Einstein's advantage is its native position within Salesforce - it requires no additional integration, no separate data pipeline, and no additional agent deployment - and for organisations that want AI-assisted forecasting and deal scoring without adding a third-party vendor to their stack, it is the obvious starting point. Its capability depth does not match the specialist revenue intelligence platforms for sophisticated forecasting use cases, but for the majority of Salesforce customers whose primary need is smarter prioritisation and basic forecast assistance, Einstein provides genuine value within their existing investment.


HubSpot AI is HubSpot's native AI capability layer, embedded across its CRM, Sales Hub, and Marketing Hub products. It covers AI-assisted email writing, deal scoring, predictive lead scoring, conversation intelligence through its Breeze Copilot, and forecast assistance. Like Salesforce Einstein, its primary advantage is native integration with the CRM rather than standalone analytical depth, and it is best evaluated by organisations already on HubSpot who want to extend their existing investment with AI capability rather than by those seeking a dedicated revenue intelligence platform. HubSpot AI is developing rapidly, and its 2026 capabilities are meaningfully more substantial than the initial AI feature set the platform launched with.

 

The Technology Matchmaker Service brings the best-fit Sales AI vendors to you based on your requirements - saving the time and effort of initial market research and outreach.


Technology Matchmaker Service

 

Sales Engagement and Outreach Automation Platforms


Sales engagement platforms manage the operational mechanics of outbound sales - building and executing multi-touch outreach sequences across email, phone, LinkedIn, and other channels, tracking engagement, and using AI to optimise content, timing, and personalisation at scale. AI has transformed this category from basic sequence automation into genuinely intelligent outreach, with platforms now generating personalised email content, recommending optimal send times, scoring prospect engagement, and automatically adjusting sequences based on recipient behaviour.


Outreach is one of the two dominant sales engagement platforms globally, alongside Salesloft, and has invested heavily in AI to move beyond sequence automation toward a broader sales execution platform. Its AI capabilities cover email content generation, engagement scoring, meeting scheduling assistance, and deal risk identification - pulling signals from sequence activity, CRM data, and call intelligence into a unified rep workspace. Outreach's Kaia AI assistant provides real-time conversation guidance during calls, and its platform-wide AI layer, Outreach AI, is embedding generative capabilities across workflows. It is a strong choice for enterprise and mid-market B2B sales organisations with high-volume outbound motion and a revenue operations team that wants centralised visibility and control over sales activity.


Salesloft - as noted in the conversation intelligence section above - spans both sales engagement and conversation intelligence in a single revenue orchestration platform. Its AI-driven sequencing, automated follow-up generation, and cadence optimisation tools are among the strongest in the engagement category, and its integration of call analytics into the same workflow that manages email and LinkedIn outreach is a meaningful operational advantage for teams that do not want to manage multiple tools. For organisations choosing between Outreach and Salesloft, the decision often comes down to which platform's AI-driven workflow fits better with their specific sales motion and CRM environment.


Apollo.io has grown rapidly into one of the most widely used sales engagement and prospecting platforms in the mid-market, combining a large B2B contact database with AI-powered outreach sequencing, email personalisation, and engagement analytics. Its combination of data and engagement in a single platform - with a pricing model that is accessible for smaller and mid-sized sales teams - has made it a popular choice for organisations that want both prospecting data and outreach automation without managing separate vendor relationships. Apollo's AI email writing and sequence optimisation capabilities have improved substantially, and it is increasingly competitive with the dedicated engagement platforms for teams that do not need the full enterprise feature depth of Outreach or Salesloft.


Instantly is a newer entrant focused specifically on AI-powered cold email outreach at high volume, with a strong following among growth-oriented sales teams, agencies, and SDR-heavy organisations that run large-scale outbound programmes. Its platform manages sending infrastructure, AI-generated personalisation, inbox rotation, and deliverability optimisation - the technical mechanics of high-volume cold outreach that larger platforms handle less efficiently. Instantly is not a full sales engagement platform in the Outreach or Salesloft sense - it does not provide deep CRM integration, call intelligence, or rep workflow management - but for organisations whose primary outbound challenge is email deliverability and personalisation at scale, it is a focused and effective tool.


Reply.io is a sales engagement platform with a strong AI content generation capability, particularly for personalised email writing at the sequence level. Its AI Sales Email Assistant generates contextually relevant outreach content based on prospect data, company information, and sequence stage, reducing the manual effort of personalising high-volume outreach without sacrificing the quality signals that drive response rates. Reply.io integrates with major CRM platforms and includes a LinkedIn outreach automation module alongside its email sequencing capability. It is a practical and cost-accessible option for mid-market sales teams that want AI-assisted personalisation in their outreach without the enterprise pricing of the larger platforms.

 

Sales Coaching and Enablement Platforms


Sales enablement platforms ensure that reps have access to the right content, training, and guidance at the right moment in the sales process. AI has transformed this category from content management and LMS-style training into intelligent, context-aware coaching - surfacing relevant battlecards during live calls, recommending content based on deal stage and buyer persona, scoring rep performance against best-practice benchmarks, and identifying coaching gaps at the individual and team level.


Highspot is one of the leading sales enablement platforms, combining content management, guided selling, training, and AI-driven coaching in a single platform. Its AI capability analyses rep behaviour, content usage, and deal outcomes to surface personalised coaching recommendations and identify which content and talk tracks are most effective at each stage of the buying process. Highspot's analytics connect content engagement to revenue outcomes - showing sales leaders not just which assets are being used but which ones are actually influencing deals. It is a strong choice for enterprise organisations with large, distributed sales teams where consistent messaging, onboarding quality, and ongoing coaching are significant operational challenges.


Seismic is Highspot's primary enterprise competitor and has invested heavily in AI to extend its platform from content management into a full sales enablement intelligence suite. Its Aura AI layer provides content recommendations, personalised learning paths, and coaching insights drawn from rep activity, content usage, and deal data. Seismic's strength in content personalisation and its deep integration with CRM and marketing automation platforms make it a strong fit for enterprise organisations in financial services, technology, and professional services where buyer-specific content customisation is a significant part of the sales process. The Seismic versus Highspot decision is one of the most common head-to-head comparisons in enterprise sales enablement, and often comes down to specific feature priorities and existing technology ecosystem alignment.


Mindtickle is a sales readiness and coaching platform with a strong emphasis on rep performance measurement and structured coaching programmes. Its AI analyses call recordings, CRM activity, and training completion data to produce rep readiness scores and identify specific skill gaps that managers can target with personalised coaching plans. Mindtickle is particularly well regarded for its ability to connect training and coaching investment to measurable sales performance outcomes - demonstrating which coaching interventions actually move the needle on quota attainment. It is a strong choice for organisations with large sales teams where onboarding quality and ongoing skill development are recognised as revenue levers rather than HR activities.


Allego is a sales enablement and coaching platform with a distinctive emphasis on video-based learning and practice. Its AI-powered video coaching tools allow reps to record practice pitches and receive automated feedback on messaging quality, delivery, and adherence to best-practice frameworks before taking conversations live with prospects. Allego is particularly well suited to organisations where product complexity, compliance requirements, or high-stakes customer conversations make structured practice and certification important - including financial services, life sciences, and technology sales. Its remote-first design makes it a practical choice for geographically distributed sales teams where in-person coaching is limited.


Showpad is a European-founded sales enablement platform with a strong presence in the EMEA market alongside its North American business. Its platform combines content management, interactive presentation tools, and AI-driven coaching and analytics, with a particular strength in enabling field sales teams that work in face-to-face customer environments. Showpad's interactive content capabilities - allowing reps to present, share, and customise materials in real time during customer meetings - differentiate it from platforms that focus primarily on pre-call preparation and post-call analysis. For European organisations seeking a sales enablement platform with strong local implementation support and GDPR-aligned data handling, Showpad's regional presence is a practical advantage.

 

Prospecting and Intent Data Platforms


Intent data and AI prospecting platforms identify which accounts are actively researching solutions in your category - based on web browsing behaviour, content consumption, search activity, and third-party signals - enabling sales and marketing teams to prioritise outreach toward buyers who are already in a purchasing cycle. This shifts outbound from a volume game into a precision exercise: fewer, better-timed contacts with accounts that are demonstrably in-market, rather than blanket outreach to a static target list.


6sense is the market leader in AI-driven account-based intelligence and intent data, and has built its position on the quality of its predictive models and the breadth of its intent signal sources. Its Revenue AI platform combines third-party intent data, first-party web activity, CRM signals, and AI models to identify which accounts are in an active buying cycle, which stage of the process they are at, and which individuals within the account are engaged. This buying stage prediction - moving beyond raw intent signals to a structured view of where an account sits in its buying journey - is 6sense's primary differentiator and the capability that drives its adoption by enterprise marketing and revenue operations teams. It integrates with major CRM and marketing automation platforms and is widely used alongside ABM programmes.


Bombora is the leading provider of B2B intent data as a standalone data product, operating a data cooperative of thousands of B2B publisher websites that allows it to track which companies are consuming content on specific topics at scale. Unlike 6sense, which is primarily a platform for activating intent data in sales and marketing workflows, Bombora's core offering is the intent data itself - which it supplies both directly and through integrations with CRM, marketing automation, and sales intelligence platforms. For organisations that want to add intent signal enrichment to existing tools rather than adopt a new platform, Bombora's data-as-a-service model is a practical and flexible approach.


ZoomInfo is the dominant B2B contact and company data platform globally, and has built substantial AI and intent capability on top of its core data asset. Its Streaming Intent product provides real-time intent signals based on web activity tracked through ZoomInfo's publisher network, and its AI models score and prioritise accounts based on fit, intent, and engagement. For organisations already using ZoomInfo for contact data and prospecting, its intent and AI features provide a cost-efficient extension within an existing vendor relationship. Chorus, ZoomInfo's conversation intelligence product noted earlier in this guide, adds a further layer of sales intelligence for ZoomInfo customers that want to consolidate their Sales AI tooling under a single provider.


Cognism is a European-founded B2B sales intelligence platform with a particularly strong position in the UK and EMEA market, where its emphasis on GDPR-compliant contact data and phone-verified mobile numbers addresses a consistent pain point for sales teams running outbound programmes under European data regulations. Its Diamond Data verification service - which phone-verifies mobile numbers before including them in the database - reduces the wasted effort of calling incorrect numbers, and its intent data integration through Bombora partnership adds buying signal enrichment to its core contact intelligence. For UK and European sales teams, Cognism's compliance positioning and regional data quality give it a meaningful practical advantage over US-centric data providers.


Lusha is a sales intelligence and prospecting platform positioned primarily for individual sales reps and smaller sales teams that need accurate B2B contact data without the enterprise pricing of ZoomInfo or Cognism. Its browser extension model - allowing reps to find and export contact data directly from LinkedIn profiles and company websites - makes it a fast and practical prospecting tool for high-volume outbound SDR teams. Lusha's AI-powered recommendations surface similar prospects based on a rep's existing target list, and its intent data layer adds basic buying signal enrichment to its core contact intelligence. It is not a full account-based intelligence platform, but for teams that need reliable contact data and basic prospecting intelligence at an accessible price point, it is a widely adopted and practical choice.

 

How to Select Sales AI Software


Sales AI selection decisions are complicated by three factors that do not apply to most enterprise software categories. First, the market is moving very fast - platforms that were best-in-class in a specific capability eighteen months ago may have been caught or overtaken by competitors, and vendors that were point solutions have become broader platforms through acquisition and product investment. Second, the overlap between categories is significant and growing - Gong, Salesloft, Clari, and Outreach all now claim to address multiple of the functional areas covered in this guide, and the case for platform consolidation needs to be weighed against the risk of buying a broad platform that does none of the individual capabilities as well as the specialists. Third, AI quality is genuinely difficult to evaluate in a sales demonstration - every vendor claims their AI is the most accurate, and the only reliable test is running the platform against your own data in your own environment.


The most important evaluation dimensions for Sales AI are: CRM integration quality (a Sales AI platform that does not sync cleanly with your CRM creates more problems than it solves), data privacy and compliance (particularly relevant for European organisations where GDPR governs how contact data can be collected and used, how call recordings are stored and accessed, and what consent is required), adoption by reps (Sales AI tools that reps find intrusive, unreliable, or burdensome to use will not deliver their promised value regardless of how strong the analytics are for sales leaders), and the total cost of a multi-tool stack versus the trade-offs of platform consolidation.


For organisations at the longlisting stage, the Rapid RFI provides a structured and fast way to assess the market and get to a credible shortlist. For buyers ready to drive to a final decision, the Rapid RFP delivers a lean selection process reaching a vendor recommendation in weeks. Where speed is the overriding priority, the 30-Day Technology Selection compresses the full process into under a month. The Enterprise Software Selection Playbook 2026 covers methodology, vendor scoring, and contract negotiation in full.


Enterprise Software Selection Playbook

 

Summary


The Sales AI market in 2026 is genuinely transformative for B2B sales organisations that deploy it well - and genuinely disappointing for those that select the wrong tool for their primary challenge or underinvest in adoption. The functional categories covered in this guide address different problems, require different stakeholders to champion them, and deliver value on different timescales: intent data and engagement automation can improve pipeline generation within weeks; conversation intelligence and coaching deliver value over months as call libraries build and coaching programmes mature; revenue intelligence and forecasting accuracy improve as AI models are trained on more of your own deal history.


Three takeaways for buyers making a Sales AI decision this year. First, define the problem before evaluating platforms - the vendors that lead in conversation intelligence are different from those that lead in forecasting accuracy or prospecting data quality, and selecting a broad platform to avoid that decision often means buying a tool that does several things adequately rather than one thing well. Second, CRM data quality is the foundation everything else depends on - AI forecasting and deal scoring are only as reliable as the underlying CRM activity data, so if your CRM hygiene is poor, fixing that is the prerequisite for getting value from revenue intelligence tools. Third, rep adoption is the most underestimated success factor in this category - tools selected by sales operations and imposed on sales teams without their involvement in the evaluation consistently underdeliver, so involve reps in the shortlist process and test usability in real field conditions rather than in controlled demonstrations.

 

How Viewpoint Analysis Can Help


Viewpoint Analysis works with sales leaders, revenue operations teams, and IT buyers evaluating Sales AI software - from initial market mapping through to vendor selection and contract. Whether you are selecting your first conversation intelligence tool, consolidating a fragmented Sales AI stack, or evaluating intent data providers for an ABM programme, we bring the independence and market knowledge to help you move quickly and choose well.

 

If you are a buyer currently evaluating Sales AI software, or a vendor who would like to be considered for future content and matchmaking, request a call and we will come back to you promptly.


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