If you’re running a SaaS revenue team, you’ve probably heard about a dozen new tools promising to “transform” your go-to-market. Most don’t deliver. This review is for anyone who’s skeptical but curious about the Proof B2B GTM software—especially if you’re actually responsible for numbers, not buzzwords.
Here’s what you need to know before you invest your precious time (and budget).
What Is Proof, Really?
Proof bills itself as the “first GTM operating system for B2B SaaS revenue teams.” Translation: it’s a platform that tries to help sales, marketing, and customer success operate from a single source of truth—so you don’t have to stitch together five spreadsheets and a Slack channel every time you want an answer.
What does it actually do? At its core, Proof pulls data from your CRM, marketing automation, and product usage tools, then tries to show you what’s working (and what’s not) across your entire revenue funnel.
In theory: It should help teams see which pipeline activities turn into actual dollars, and where things get stuck.
Who’s it for?
- SaaS companies with 10+ reps or more than one revenue team (SDR, AE, CSM, etc.)
- RevOps folks sick of exporting CSVs and cobbling dashboards together
- Anyone who’s outgrown the basic “just check Salesforce” approach
Getting Started: The Setup Experience
Let’s be honest: “easy onboarding” is standard marketing copy. Proof’s setup is... okay, but not frictionless.
What Works
- Integrations are decent: Out-of-the-box connectors for Salesforce, HubSpot, Marketo, Slack, and Segment. You’ll need admin access, but the process is guided.
- Data mapping is visual: Instead of staring at tables, you actually drag-and-drop fields to match your systems. It’s less painful than most.
- Quick wins: Once connected, you’ll get some baseline dashboards within an hour—pipeline health, conversion rates, and simple velocity tracking.
What Doesn’t
- Custom fields and edge cases: If your CRM is a little “unique” (read: years of one-off fields), expect some manual cleanup. Proof tries, but it’s not magic.
- Onboarding help: The in-app guides walk you through basics, but for anything advanced (custom attribution rules, territory splits), you’ll need to ping support or dive into docs.
Pro tip: Block a half-day for setup, and get your RevOps lead involved early. You’ll thank yourself.
Core Features: Hype vs. Reality
Let’s break down what Proof claims to do—and how it actually stacks up in the real world.
1. Unified Revenue Reporting
What they promise: “Full-funnel visibility, no more data silos.”
What’s real:
- You do get a single dashboard with sales, marketing, and CS metrics in one place.
- It’s easy to slice by stage, rep, or segment—no more hunting for last week’s numbers.
- The charts look nice, but don’t expect mind-blowing insights out of the box. Most of what you see is stuff you could build in Looker or Tableau, just less painful.
Worth it?
If you hate BI tools and want something “good enough” that’s always up to date, this scratches the itch.
2. Attribution Modeling
What they promise: “Know which channels and touches drive revenue.”
What’s real:
- Linear, first-touch, and last-touch attribution models are built in.
- You can customize models, but you’ll need to understand your data structure (and possibly get help).
- Multi-touch attribution isn’t groundbreaking, but it is a step up from “who sourced this, anyway?”
Worth it?
Good for teams ready to stop arguing over which event or campaign “deserves credit.” Not a silver bullet, but it gets the job done.
3. Pipeline Forecasting
What they promise: “Predictable growth with AI-powered forecasts.”
What’s real:
- The forecasting is mostly weighted pipeline math with a dash of machine learning.
- It’s better than Excel, but don’t expect it to predict your quarter with uncanny precision.
- You get trending charts, commit vs. upside views, and rep-level breakdowns.
Worth it?
If you’re still using spreadsheets, this is a step up. If you already have a mature forecasting process, Proof won’t replace your finance team.
4. Playbooks and Collaboration
What they promise: “Turn insights into action with collaborative playbooks.”
What’s real:
- You can build playbooks (e.g., “What to do when deals stall at proposal”) and assign owners.
- There are built-in templates, but expect to customize heavily.
- The in-app chat and notification system is… fine. You’ll probably still use Slack.
Worth it?
Nice-to-have, not mission critical. The value is in documenting process, not reinventing how teams talk.
The Good, the Bad, and the Meh
What Works
- Clean UI: It’s not overwhelming, and your reps won’t need a training course.
- Real-time-ish data: Updates lag by 10-30 minutes, which is “live enough” for most teams.
- Decent support: Email and chat are responsive, though advanced questions take time.
What Doesn’t
- Pricey for small teams: Proof isn’t cheap, and the ROI is questionable if you’re under 20 reps.
- Customization ceiling: If you want deep custom metrics or weird sales processes, you’ll hit limits fast.
- Another login: It’s one more tool to manage. No mobile app as of this writing.
What to Ignore
- AI hype: Most of the “AI” is just rules-based logic with some trend detection. Don’t expect it to write your QBR for you.
- “One platform for everything” pitch: You’ll still need your CRM, email, and reporting tools. Proof just tries to glue them together better.
Pricing: Transparent, But Not Cheap
Proof doesn’t post pricing publicly, but most teams report starting at $1,500–$3,000/month, depending on users and integrations.
- Pros: No nickel-and-diming for basic features. You get the whole platform.
- Cons: No clear “starter” tier. If you’re a tiny team, you’ll overpay.
Pro tip: Push for a trial or pilot period. You’ll know in 30 days if it’s sticking.
Who Should Actually Use Proof?
- Growth-stage SaaS (Series A+): If you’ve got a few dozen employees and multiple revenue teams, Proof can save time and reduce finger-pointing.
- RevOps teams tired of BI: If you’re sick of maintaining custom dashboards and want something your execs can use without breaking things.
- CMOs and CROs who want answers, not more data: If you need to know what’s working this quarter, not just see prettier charts.
Who should skip it? - Early-stage startups. Too expensive and heavy. - Teams with super-custom processes (think: non-SaaS, field sales, or complex channel sales). - Anyone expecting magic. Proof is a tool, not a strategy.
Tips to Get the Most Value
- Prep your data: Clean up your CRM before you integrate. Garbage in, garbage out.
- Start simple: Use the default dashboards, then layer on complexity as you go.
- Train your team: Even the best tool is useless if nobody logs in.
- Keep your old reports for a month: Double-check numbers until you trust Proof’s sync.
Bottom Line
Proof is a solid option if you’re scaling a SaaS revenue team and want less spreadsheet pain, faster answers, and fewer “whose number is right?” debates. It won’t solve bad process or messy data, but it does make the day-to-day grind a little smoother.
Start small, keep it simple, and don’t expect magic. Iterate as you go—your future self (and your revenue team) will thank you.