AdRoll ABM (Formerly RollWorks) Features

Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc.

Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc.

Does this product offer industry research data that you require?

Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used

Provides detailed contact-level buyer intent data

Provides aggregated intent data for individual contacts to supply an account-level view of intent

Ability to connect offline databases to collect information that can be matched to online devices

Receive data and information in real time

Data results that indicate future customer interest in products

How accurate and up to date is the contact data?

How accurate and up to date is the company data?

How accurate and up to date is the technographic data?

Ability to create targeted contact lists.

Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software.

Ability to clean/enrich existing data that is maintained in other systems

Functionality to filter or segment data from within sales intelligence software

Offers search tools that allow users to find the data they need quickly

Alerts you to changes happening to industries, companies and people you follow

Provides ability to create the reports that meet your business requirements

Provides ability to message contacts directly from within the sales intelligence software

Receive data and information in real time

Data results that indicate future customer interest in products

Automate processes to manage leads, contacts, opportunities and sales activities

Create and send email blasts/campaigns

Active reporting of data and metrics

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

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.

Access pre-built and custom reports and dashboards.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables integration to external systems

Defines specific deal parameters to negotiate and secure deals

Pipeline view and tracking lead status

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Organize customer data and accounts by user or geography

Define, track, and/or automate sales activities and sales processes

Application Programming Interface - Specification for how the application communicates with other software such as other ad servers, DSPs, DMPs, etc.

Able to create custom reports to cater to specific metrics and key performance indicators.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

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.

Provides features to allow scaling for large organizations.

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

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.

Alerts marketer of the performance of particular campaigns.

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage advertised inventory that is featured and tracked across marketing campaigns

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Store, manage, and track all electronic documents in a centralized location

Create, save, and store files

Create, design and manage workflows for repetitive tasks

Manage, store and organize emails within the system or via third-party apps

Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.

Track and manage schedules and meetings via an integrated calendar

Create, manage and track all task activities and progression

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Specify or track the date/time a project, task, etc., is due for completion

Manage contact details and communication with clients

Plan and coordinate all the resources, costs and time needed to execute assignments

Overall product functionality for display advertising.

Overall product functionality for video advertising.

Product functionality for social advertising.

Overview of all media purchases and campaigns in a single interface.

Enables marketer to set metrics by which their campaigns are automatically optimized.

Amount and quality of inventory partner sites on which ads can be placed.

Enables marketers to edit campaigns in bulk as opposed to one piece at a time.

Allows marketer to upload campaign inventory in a single batch instead of one piece at a time.

Ensures marketer's ads are placed on respectable websites that won't damage brand image or reputation.

Ensures marketer's ad reach and performance is not inflated by bots or spam websites.

Allows marketer to set a limit on how many times a consumer sees their ad.

Allows marketer to set a daily or weekly campaign budget that the ad sever uses to make appropriate bids.

Tools offered for creating and optimizing creative components of campaigns.

Supports rich media display and video ads that involve user interaction.

Supports rich media mobile ads that involve user interaction.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Ads that target individuals who have previously interacted with a brand or visited a specific website

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Able to target desired audiences based on demographics and behavior variables.

Able to retarget previous impressions to your site across the web to increase conversion rates.

Able to tailor ads based on consumer general region, state or designated market area (DMA).

Able to match the marketer's ad with specific content on a site or page.

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

DSP learns from previous ad buys and optimizes bidding to increase marketer's ROI

DSP pulls accurate estimates of available impressions and their cost.

Able to use functions such as targeting, frequency capping, budget pacing, creative optimization, etc. across mobile devices

Software program that continuously adjusts its behavior based on observed data

DSP has the ability to place ads accross multiple mediums; such as display, video, audio, mobile, etc.

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Review data from past periods to reveal recurring tendencies and predict future performance

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Product accurately cleans, deduplicates, and verifies lead data.

Product enriches existing lead data with missing information.

Product provides accurate, up-to-date contact information for leads, such as email address or phone number.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Product offers a browser extension that validates or enriches lead information within the user’s browser.

Automates process of checking a potential customer's data to ensure it is real and accurate

Sources contact and company data from outside the buyer's own systems, whether from a proprietary database or aggregated third-party providers

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Helps allocate marketing budget based predicted amount of incoming revenue.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Allows for custom report types to match the goals of a company.

Provides tools to analyze every stage of the customer journey to customize an account-based funnel.

View and track pertinent metrics to find patterns and gain insights from data

Track and interpret campaign performance metrics

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Helps allocate marketing budget based predicted amount of incoming revenue.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Allows for custom report types to match the goals of a company.

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Helps allocate marketing budget based predicted amount of incoming revenue.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Allows for custom report types to match the goals of a company.

Provides tools that dynamically serve content, messaging, and calls-to-action.

Helps determine which accounts have the highest/lowest opportunity to convert.

Helps determine the direction of each individual account and how to engage through specific content.

Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.

Test which ads convert better.

Deliver certain ads to specific audiences.

Deliver certain ads based on observed behavior.

Features to track clicks on conversions on retargeting ads.

Deliver retargeting ads based on the user's location.

Enables users to retarget ads across multiple channels, including web, mobile, and social.

Personalize retargeting ads based on items a user has viewed.

Uses external data sources to improve customer profiles.

Can be updated to accept new sources and types of data.

Can act as a content marketing platform.

Can engage with customers across any device with a consistent message.

Create and send email blasts/campaigns

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Receive data and information in real time

Provides analysis of marketing program ROI and efficiency.

Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.

Uses artificial intelligence to provide suggestions based on desired outcomes.

Set up connections to third-party platforms to improve business processes

Provides the ability to customize the relevant topics that are tracked

Provides natural language processing (NLP) to identify topics within content (i.e. number of people researching a topic from a business)

Provides buyer intent alerts that can be delivered in a variety of formats (i.e. email, text message, etc.)

Ability to provide a dashboard showcasing intent that streams in real-time (as opposed to bulk deliveries)

Integrates with CRM and marketing automation software to pull contacts for the ability to serve targeted ads based on engagement data.

Brings together ABM audience creation, management, activation, and measurement all in one centralized platform.

Builds, defines, and segments targeted account audiences.

Matches leads to accounts for account-based marketing efforts.

Coordinates consistent and unified interactions across multiple channels, such as email, social media, website personalization, or direct mail.

Customizes tailored content and offerings that address specific interests or pain points for target accounts.

Ability to retarget the correct buyer personas within targeted accounts from your website.

Measure the influence and performance of ABM programs for each targeted audience.

Provides a complete view of how all ABM programs drive revenue.

Provides the ability to measure how advertising campaigns peformed by showing ad engagement metrics.

Ability to attribute which digital ads influenced a deal closing, as well as conversions per account as they engage with your website.

Ability to integrate with other martech software that helps account-based programs, including but not limited to CRM software, marketing automation software, buyer intent data tools, etc.

Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges.

Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges.

Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges.

Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used

Is this technographic data accurate and up to date?

Allow for segmentation of audiences based on a variety of factors like age, gender, location, etc.

Compatible to serve and publish ads within the software.

Able to implement ads on all types streaming platforms that are able to serve ads.

Offer analysis of campaigns and various metrics.

Contains features where creative assets can be stored and uploaded to various campaigns.

Ability to operate multiple campaigns across segments.

Works across multiple software systems or databases

Works across multiple software systems or databases

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Set up connections to third-party platforms to improve business processes

Notifications/alerts for upcoming events or tasks

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Organize and schedule projects

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Monitors and analyzes a large amount of data points, such as buyer intent and engagement signals to help identify priority accounts or leads.

Uses AI to automatically generate personalized emails, content, or messaging based on account intelligence and signals.

Use AI to generate content in the form of text, images, videos, etc.

Predefined actions automatically performed on the occurance of specific events

Manage the process of attracting and converting business prospects into leads

Real-time alerts or notifications that inform teams about new leads or prospects

Use AI to generate content in the form of text, images, videos, etc.

Automatically identify and save contact information of potential customers

View and track pertinent metrics to find patterns and gain insights from data

Application programming interface that allows for integration with other systems/databases

Visualize and analyze customer experience across all touchpoints and channels

Active reporting of data and metrics

Score a lead on their quality or likelihood to buy based on certain behaviors

A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey

Process of dividing customers into groups based on common characteristics

Supports common databases such as MySQL and Oracle

Arrange tasks based on the level of priority or urgency

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Alter the layout and content of reports

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

A collection of customer information such as contact details, demographics, previous interactions, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track and document all activities across devices, networks, and other systems

Review data from past periods to reveal recurring tendencies and predict future performance

Store information about leads or contacts and track, manage and nurture them throughout the sales process

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Publish and distribute content to targeted audiences

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of attracting and converting business prospects into leads

Receive system updates as soon as any changes are made

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collect and analyze traffic data about website visitors

Import and export data to and from software applications

A report showing what actions customers perform

Track visitors'/audience's responses across web pages and other optimized content

Evaluating strengths and weaknesses of companies with the same target audience

Predict future data based on historical data sets

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A system that allows access to a database structure without relying on an external program

Notifications that are delivered to users as soon as an event occurs

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Manage, organize, and store contact information

Analyze and gain insights into data in real-time

Graphical representation of data

Engage with a lead throughout the sales process by actively providing information

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Record customer information, purchase history, and other notes

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Process of dividing customers into groups based on common characteristics

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Used by Advertising Agencies

Acquire advertising inventory or impressions that are used to place ads on various channels

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Engage with a lead throughout the sales process by actively providing information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Engage with a lead throughout the sales process by actively providing information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Engage with a lead throughout the sales process by actively providing information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content

Tracks metrics that provide insight into how a user interacts with any interface or product

Manage, organize, and store contact information

Visualize and analyze customer experience across all touchpoints and channels

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Manage the process of attracting and converting business prospects into leads

Combining data from different sources and providing a unified view

A report showing what actions customers perform

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Group campaigns by project, client, or campaign for better management.

Automatically identify and save contact information of potential customers

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track visitors'/audience's responses across web pages and other optimized content

Analyze and gain insights into data in real-time

Manage, store and organize emails within the system or via third-party apps

Score a lead on their quality or likelihood to buy based on certain behaviors

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, save, and re-purpose templates for emails, forms, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Predict future data based on historical data sets

Gauge satisfaction and receive information for improvement and success

Adjust communications based on previous interactions or personal preferences

Plan and strategize marketing campaigns

Set up connections to third-party platforms to improve business processes

Track and analyse user behavior within a system or network

Track delivered, received, and opened emails

Track and interpret campaign performance metrics

Process of dividing customers into groups based on common characteristics

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage various distribution channels, build relations with channel partners, and track their performance

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Ensure compliance with the General Data Protection Regulation protocols

Record customer information, purchase history, and other notes

A collection of customer information such as contact details, demographics, previous interactions, etc.

Allows users to manage data from a number of sources

Predefined actions automatically performed on the occurance of specific events

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Pre-designed layouts that can be customized to match preferences and requirements

Track and interpret campaign performance metrics

Use AI to generate content in the form of text, images, videos, etc.

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Graphical representation of data

Measure time to completion or hours worked for projects

Receive system updates as soon as any changes are made

Import and export data to and from software applications

Receive data and information in real time

Track user conversions from all digital sources

Arrange tasks based on the level of priority or urgency

A visual display that uses a color spectrum to show how visitors interact with areas of a web page

Add customized logos and colors to align with company branding

Pre-designed layouts that can be customized to match preferences and requirements

Assemble applications and processes by dragging over and arranging pre-built components

Observe and track the demand, usage, progress or quality of a system, product, or user

Define levels of authorization for access to specific files or systems

Search and filter data across systems to locate required information by entering keywords or certain criteria

Adjust communications based on previous interactions or personal preferences

Active reporting of data and metrics

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and document all activities across devices, networks, and other systems

Provides a channel for team members to share media files, communicate, and work together

Attach digital tags to documents and assets for identification, search, or monitoring purposes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and analyze user behavior within a system or network

Track the status and progress of tasks

Leave comments and notes on documents for others to view

Track and manage the scheduling of tasks

Estimate or forecast of a future scenario based on the study of present trends

Synchronize with other calendars to view mutual availability and schedules

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Score a lead on their quality or likelihood to buy based on certain behaviors

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Alter the layout and content of reports

Interact with data visualization elements, such as charts and graphs, to drill down into data

Record customer information, purchase history, and other notes

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Import and export data to and from software applications

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Tools designed to streamline the process of lead generation and management for sales teams

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Collect information from multiple sources

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Creation and customization of dashboards

Tracks metrics that provide insight into how a user interacts with any interface or product

Use AI to generate content in the form of text, images, videos, etc.

Manage the process of attracting and converting business prospects into leads

Track interaction history by documenting conversations for contacts

Predict future data based on historical data sets

Pre-designed layouts that can be customized to match preferences and requirements

Provides a channel for team members to share media files, communicate, and work together

Caters to sales teams

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Optimize and manage the search engine optimization efforts for a website or digital content

Assemble applications and processes by dragging over and arranging pre-built components

Interact with data visualization elements, such as charts and graphs, to drill down into data

Application programming interface that allows for integration with other systems/databases

Gauge satisfaction and receive information for improvement and success

Import and export data to and from software applications

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Active reporting of data and metrics

Pre-designed layouts that can be customized to match preferences and requirements

Receive data and information in real time

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Capture what is happening on a computer screen

Review data from past periods to reveal recurring tendencies and predict future performance

Track visitors and purpose of visits

Process of dividing customers into groups based on common characteristics

Tracks metrics that provide insight into how a user interacts with any interface or product

Track and document all activities across devices, networks, and other systems

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Method of analysis that visualizes the series of events that lead towards a defined goal.

An extended application or connector that enables users to perform additional services with their current set of tools

System alerts about the need to escalate an issue or request

Analyze and gain insights into data in real-time

A visual display that uses a color spectrum to show how visitors interact with areas of a web page

Search and filter data across systems to locate required information by entering keywords or certain criteria

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

View and track pertinent metrics to find patterns and gain insights from data

Log and store the source of contacts/leads

Active monitoring of systems, applications, or networks

Use AI to generate content in the form of text, images, videos, etc.

Graphical representation of data

Track visitors'/audience's responses across web pages and other optimized content

Track and monitor a specific set of keywords

Alter the layout and content of reports

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Graphical representation of data or processes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Notifications that are delivered to users as soon as an event occurs

Define levels of authorization for access to specific files or systems

Track the amount of time users spend on websites

Collect and analyze traffic data about website visitors

Observe and track the demand, usage, progress or quality of a system, product, or user

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Creation and customization of dashboards

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track and interpret campaign performance metrics

Add customized logos and colors to align with company branding

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Monitor user activity through engagement methods

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Visualize and analyze customer experience across all touchpoints and channels

Establish measurable goals and objectives and track their progress over a specific period of time

Track and analyze information regarding website visitors

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Set up connections to third-party platforms to improve business processes

Track and interpret campaign performance metrics

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

A collection of customer information such as contact details, demographics, previous interactions, etc.

Notifications that are delivered to users as soon as an event occurs

Alter the layout and content of reports

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Software program that continuously adjusts its behavior based on observed data

Pre-designed layouts that can be customized to match preferences and requirements

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive data and information in real time

Digitally sign online documents

Manage and track all internal and external communication conducted via calls, email, text, or chat

Review data from past periods to reveal recurring tendencies and predict future performance

Form predictions based on past and present data/trends

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Provides a channel for team members to share AI models, media files, communicate, and work together

Store, manage, and track all electronic documents in a centralized location

Timed notification for any upcoming task, deadline, appointment, or activity

Observe and track the demand, usage, progress or quality of a system, product, or user

Customize data fields to support various needs and use cases

Assemble applications and processes by dragging over and arranging pre-built components

Access software remotely via mobile devices

Use AI to generate content in the form of text, images, videos, etc.

View and track pertinent metrics to find patterns and gain insights from data

Store and organize documents in a centralized system

Define levels of authorization for access to specific files or systems

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Create, save, and re-purpose templates for emails, forms, etc.

Graphical representation of data

Create, manage and track all task activities and progression

Add customized logos and colors to align with company branding

Notifications/alerts for upcoming events or tasks

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Public or private sharing of digital files such as documents, audio/video, images, and more

Manage contact details and communication with clients

Addition of necessary external data, applications, tools, or features

Pre-made examples and templates for emails

Communicate using direct chat or messages within the system

Leave comments and notes on documents for others to view

Create, save, and store files

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Generate quotes or estimates for customers

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Process of dividing customers into groups based on common characteristics

Manage, store and organize emails within the system or via third-party apps

Track interaction history by documenting conversations for contacts

Search and filter data across systems to locate required information by entering keywords or certain criteria

Store, manage and track all forms in a centralized location

Streamlining repetitive tasks and activities through automated and predefined workflows

Log and store the source of contacts/leads

Adjust communications based on previous interactions or personal preferences

Track visitors'/audience's responses across web pages and other optimized content

Track delivered, received, and opened emails

Automatically identify and save contact information of potential customers

Automate workflows and trigger campaigns based on customer actions

Manage the process of attracting and converting business prospects into leads

Organize customer data and accounts by user or geography

Monitor sales and make necessary adjustment in order to increase demand and revenue

Web form that allows users to enter data that is sent and processed for different reasons

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Tracks metrics that provide insight into how a user interacts with any interface or product

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Arrange tasks based on the level of priority or urgency

Establish measurable goals and objectives and track their progress over a specific period of time

Create and send email blasts/campaigns

Operate/access software on iPad Devices

Assign issues and tasks based on availability or required skills

Score a lead on their quality or likelihood to buy based on certain behaviors

Ability to chat online in real time

Tracking, calculating, and paying commissions and earnings to employees

Present a catalog of inventory that customers can view

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Identify a list of target accounts that marketers want to turn into customers

Set campaign schedules by selecting start, pause, and end dates

Collects essential call data such as call origin, call destination, call length, and other transaction details

Track the amount of clicks on individual products to measure campaign results

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

Distributing content through various platforms or channels

Create labels for products that contain required information such as colors, sizes, dates, etc.

Schedule appointments via a calendar

Pipeline view and tracking lead status

Define, track, and/or automate sales activities and sales processes

Reports specific to sales analysis for trends and strategies

Plan and strategize marketing campaigns

Track all opportunities for potential sales and convert them into recurring revenue

Divide leads into buckets based on predefined criteria and routing rules

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Access the system via a mobile application

Create landing pages or online forms designed to capture new leads and prospects

Engage with a lead throughout the sales process by actively providing information

Synchronize with other calendars to view mutual availability and schedules

Group campaigns by project, client, or campaign for better management.

Tools designed to streamline the process of lead generation and management for sales teams

Create and automatically send premade copy in response to customer messages

Manage multiple campaigns in one system

Continuous profile-based stream of news and activity

Transfer queries and organize messages between agents

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Primarily serving startup companies

The ability to create unique content

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Group leads or contacts based on their specific characteristics

Caters to sales teams

Real-time alerts or notifications that inform teams about new leads or prospects

Predefined actions automatically performed on the occurance of specific events

Route and distribute your leads to third party buyers

Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Send automated marketing emails based on user actions over a predetermined period

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Uses AI for ranking prospects automatically based on historical data and behavioral patterns

Uses AI to identify buying signals such as website activity, content engagement, job changes, funding news, hiring trends, or technology usage

Uses AI to enhance existing data with information from external sources