ActiveTrail Features
Integration (3)
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Platform (7)
Customization
System provides sufficient customization to meet business requirements
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Email Marketing (4)
Building and Personalizing Emails
Create and design emails with an editor; manage templates; personalize dynamically This feature was mentioned in 13 ActiveTrail reviews.
Sending Outbound Emails
Based on 13 ActiveTrail reviews. Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. 13 reviewers of ActiveTrail have provided feedback on this feature.
Automated Email Responses
Set up automated nurturing emails based on events, online activities, and lead scores This feature was mentioned in 13 ActiveTrail reviews.
Online Marketing (5)
Landing Pages and Forms
Based on 11 ActiveTrail reviews. Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
Dynamic Content
Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. 11 reviewers of ActiveTrail have provided feedback on this feature.
A/B Testing
Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. 12 reviewers of ActiveTrail have provided feedback on this feature.
Mobile Optimized
As reported in 11 ActiveTrail reviews. Support mobile-optimized emails, online forms, and landing pages.
Search Tracking and Optimization
As reported in 11 ActiveTrail reviews. Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Lead Management (8)
Marketing Lead Database
A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. This feature was mentioned in 12 ActiveTrail reviews.
Data Quality Management
As reported in 10 ActiveTrail reviews. Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. 10 reviewers of ActiveTrail have provided feedback on this feature.
Lead Scoring and Grading
Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. 10 reviewers of ActiveTrail have provided feedback on this feature.
Lead Nurturing
Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. 10 reviewers of ActiveTrail have provided feedback on this feature.
Online Behavior Tracking
As reported in 11 ActiveTrail reviews. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.
Automated Alerts and Tasks
Based on 11 ActiveTrail reviews. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
CRM Lead Integration
Based on 12 ActiveTrail reviews. Sync lead, contact, account, and opportunity information with your CRM system.
Campaign Management (4)
Program Management
Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. 11 reviewers of ActiveTrail have provided feedback on this feature.
Event / Webinar Marketing
Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. 11 reviewers of ActiveTrail have provided feedback on this feature.
Calendaring
Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. This feature was mentioned in 11 ActiveTrail reviews.
Budgeting
As reported in 11 ActiveTrail reviews. Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.
Social (5)
Social Listening
Based on 11 ActiveTrail reviews. Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
Social Sharing
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. 11 reviewers of ActiveTrail have provided feedback on this feature.
Social Campaigns
Based on 11 ActiveTrail reviews. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
Social Media Engagement
As reported in 11 ActiveTrail reviews. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
Social Media Advertising
Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time 11 reviewers of ActiveTrail have provided feedback on this feature.
Reporting & Analytics (5)
Basic Reporting
Based on 12 ActiveTrail reviews. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
Web Analytics
Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. 11 reviewers of ActiveTrail have provided feedback on this feature.
ROI Analytics
As reported in 12 ActiveTrail reviews. Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.
Revenue Analytics
Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. This feature was mentioned in 12 ActiveTrail reviews.
SEO / Keyword Analytics
As reported in 11 ActiveTrail reviews. Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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