B2Metric Features
Data Sourcing (7)
Data Enrichment
Uses external data sources to improve customer profiles.
Expandability
Can be updated to accept new sources and types of data.
Content Marketing
Can act as a content marketing platform.
Multiple Devices
Can engage with customers across any device with a consistent message.
Email Marketing
Create and send email blasts/campaigns
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Real-Time Data
Receive data and information in real time
Intelligence (3)
Marketing Metrics
Provides analysis of marketing program ROI and efficiency.
Predictive Modeling
Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.
Recommendation Engine
Uses artificial intelligence to provide suggestions based on desired outcomes.
Platform Basics (12)
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Exporting
Ability to export customer journey maps in a variety of formats to present and analyze.
Multi-user Access and Collaboration
Allow team members to invite others to collaborate on journey maps and make direct changes.
Multiple Personas
Provide the ability to compare the experiences of multiple personas in one journey map.
Data Analytics
Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.
Predictive Analytics
Predict future data based on historical data sets
Behavioral Analytics
Track and analyse user behavior within a system or network
Campaign Analytics
Track and interpret campaign performance metrics
Website Analytics
Track and analyze information regarding website visitors
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
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Dynamic Segmentation
Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).
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Journey Optimization
Automates the testing and optimization of customer-facing messaging and campaigns.
Platform Data (4)
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Journey Reporting
Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).
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Trends Reporting
Ability to measure product usage by feature, campaign performance by source, and other trending metrics.
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Dashboards
Provides dashboards to combine and visualize quantitative and qualitive customer journey data.
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Advanced Data Filtering
Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.
Platform Additional Functionality (3)
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Journey Mapping
Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.
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Integrations
Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.
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Automated Alerts
Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.
Integration - Machine Learning (2)
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Integration
Supports integration with multiple data sources for seamless data input.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Learning - Machine Learning (3)
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Training Data
Enhances output accuracy and speed through efficient ingestion and processing of training data.
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Actionable Insights
Generates actionable insights by applying learned patterns to key issues.
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Algorithm
Continuously improves and adapts to new data using specified algorithms.
Agentic AI - Customer Journey Analytics (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Agentic AI - Customer Journey Mapping (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Additional Functionality (113)
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Configurable Workflow
Configure existing workflows to meet your organization's needs
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Data Import/Export
Import and export data to and from software applications
API
Application programming interface that allows for integration with other systems/databases
Predictive Analytics
Predict future data based on historical data sets
Data Visualization
Graphical representation of data
Endpoint Management
Track status, assign actions, and control access to systems for devices within the organization
Multiple Data Sources
Allows users to manage data from a number of sources
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Data Preparation
Transforming raw data to run it through machine learning algorithms to uncover insights or make predictions.
Auditing
Examine established processes and records to ensure accuracy, compliance, and policy adherence
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Big Data Analytics
Examine large amounts of data to uncover hidden patterns, correlations, and other insights
ML Algorithm Library
Share, track, and store machine learning models and data.
Data Management
Ability to handle large datasets
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Connectors
Connect to big data sources
Data Security
Protect sensitive data for digital privacy
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Contact Management
Manage, organize, and store contact information
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Lead Generation
Manage the process of attracting and converting business prospects into leads
Data Integration
Combining data from different sources and providing a unified view
Customer Activity Tracking
A report showing what actions customers perform
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Tracking
Track and document all activities across devices, networks, and other systems
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Lead Capture
Automatically identify and save contact information of potential customers
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Real-Time Analytics
Analyze and gain insights into data in real-time
Email Management
Manage, store and organize emails within the system or via third-party apps
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Predictive Analytics
Predict future data based on historical data sets
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Personalization
Adjust communications based on previous interactions or personal preferences
Campaign Planning
Plan and strategize marketing campaigns
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Behavioral Analytics
Track and analyse user behavior within a system or network
Email Tracking
Track delivered, received, and opened emails
Campaign Analytics
Track and interpret campaign performance metrics
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Customer Profiles
Record customer information, purchase history, and other notes
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Multiple Data Sources
Allows users to manage data from a number of sources
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Map Creation
Create custom maps
Email Marketing
Create and send email blasts/campaigns
Single Sign On
Allow users to access multiple services after entering their login credentials once
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
API
Application programming interface that allows for integration with other systems/databases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Linking
Collating information from different sources in order to create a more valuable and helpful data set.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Visualization
Graphical representation of data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Personalization
Adjust communications based on previous interactions or personal preferences
Customizable Reports
Alter the layout and content of reports
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Customer Profiles
Record customer information, purchase history, and other notes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Attribution Modeling
Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Map Sharing
Share maps with internal and external stakeholders
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customizable Branding
Add customized logos and colors to align with company branding
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Storyboarding
Dictate the order and pace of an eLearning course, including the logic for how different learners progress
Customer Segmentation
Process of dividing customers into groups based on common characteristics