[ Bigtinc... Reviews ](https://www.g2.com/products/bigtincan-engagement/reviews) [ Bigtinc... Reviews ](https://www.g2.com/products/bigtincan-engagement/reviews) # Bigtincan Engagement Features ##### ## Data Sourcing (5) Data Sourcing Compiles data from a breadth of either internal or external sources. Exporting & Sharing Data Enables user to communicate data by securely exporting and sharing it. Multi-Device Data Visualization Allows users to view data visualizations on several devices. Interactive Dashboards Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. Data Segmentation Enables user to segment customer or prospect data in meaningful ways such as by industry or region. Show More ##### ## Predictive Analytics (9) Lead Scoring Provides scores or rankings of each prospect based on the data provided. Opportunity Scoring Provides insights to determine which deals already in the pipeline have the best chance of closing. Risk Analysis Warns sales teams of accounts that may be at risk of being lost. Live Forecasting Provides live customer data so that sales organizations forecasts stay current. Budgeting/Forecasting Create budgets based on historical data and future projections Correlation Analysis Competitive Analysis Evaluating strengths and weaknesses of companies with the same target audience Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Statistical Analysis Apply statistical/mathematical models to sets of data Show More ##### ## Sales Management (11) Live Pipeline Management Updates every time a change is made enabling users to trace a deal through the pipeline. Sales Gamification Enables competition between a sales team by providing things like challenges and scoreboards. Account-Based Analytics Provides insightful data at the account level to arm salespeople with the most relevant information possible. Activity Tracking Enables sales managers to stay on top of their team activities by providing visibility into customer communication. Predictive Analytics Predict future data based on historical data sets Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Task Management Create, manage and track all task activities and progression Contact Management Manage, organize, and store contact information Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Content Management (7) Content Import Ability to import sales and marketing collateral built outside of the solution Content Creation Provides capabilities for building unique sales and marketing content within the product. Templates Provides pre-built templates for fast and simple content creation. Advanced Search Able to easily search, locate, and retrieve relevant content. Content Library Centralized repository to store content and assets Email Management Manage, store and organize emails within the system or via third-party apps Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Analytics (8) Reporting Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l Alerts Sends a notification when a prospect engages or interacts with content. Account-Based Engagement Tracks the level of engagement for a specific account based on the presented content. Content Utilization Tracks how frequently a particular piece of content is being used and monitors its effectiveness. Prioritization Arrange tasks based on the level of priority or urgency Open Rates Records the rate at which emails are opened. Link Activity Records the rate at which links in emails are followed. Attachment Activity Records the rate at which email attachments are opened or downloaded. Show More ##### ## Customizations (6) Email Platform Integration Syncs information from other software such as contacts, emails and calls to reduce manual data entry. Email Scheduling Allows administrators to schedule out emails in advance. Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Email Categorization Allows for the categorization of emails. Templates Allows for the creation of templates for frequently-sent emails. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Lead Facilitation (4) Customer-facing Chatbot Offers a chatbot to initiate and carryout inital conversations with prospects and leads. Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (15) Opportunity and Pipeline Management Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide Data Entry Automates the entry of collected data. Integrations / 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. Third-Party Integrations Set up connections to third-party platforms to improve business processes Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Calendar Management Track and manage schedules and meetings via an integrated calendar Call Management Document Management Store, manage, and track all electronic documents in a centralized location Contact Management Manage, organize, and store contact information Task Management Create, manage and track all task activities and progression Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Notes Management Allow users to create, edit, and sort multiple notes Sales Activity Management Define, track, and/or automate sales activities and sales processes Email Management Manage, store and organize emails within the system or via third-party apps Show More ##### ## Performance Analysis (4) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Email Tracking Track delivered, received, and opened emails Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Show More ##### ## Sales Analysis (2) ROI Forecasting Measure return on investment and leverage data to predict profitability of future projects. Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Integrated Workflows (10) Email Tracking/Automation Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. CRM Integration Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. Calendar Integrates with calendar software so users can seamlessly schedule calls. Shared Records Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Calendar Management Track and manage schedules and meetings via an integrated calendar Sales Pipeline Management Pipeline view and tracking lead status Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Show More ##### ## Repeatability and Reportability (5) Content Management Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. Workflow Management Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. Workflow Performance Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. Sales Coaching and Insights Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. Gamification Provides gamifaction features to rank sales reps on performance Show More ##### ## Conferencing Options (6) Group Live Chat Provides a live chat feed during a screen sharing session. Audio Conferencing Allows users to communicate via audio channels. Video Conferencing Allows users to communicate via video channels. Video Streaming Allows users to view videos without downloading media files Two-Way Audio & Video Presenter can see and hear participants and vice versa Conferencing Show More ##### ## Presenter Tools (4) Live Preview Provides a live preview of what viewers are seeing in real-time. Notifications Blocker Blocks notifications from other applications from appearing during a screen sharing session. Remote Control Allows users to give audience members control of cursors or tools on the shared screen. Switch Presenter Allows presenters to relinguish presenter access to another user in a call. Show More ##### ## Application Tools (5) Password Protection Provides password protection to screen sharing sessions. Video Call Recording Record and playback video calls In-Browser Application Software is available within browsers. Screen Recording Record and save a video file of what is happening on a computer screen On-Demand Recording Record the audio of phone conversations for quality assurance purposes Show More ##### ## Collaboration Tools (8) Screen Sharing Able to share your desktop screen or an application with the rest of the conference. Presentations Presenters can cue up a Powerpoint presentation or other slideshow for display in the conference. Whiteboarding Provides a virtual whiteboard for collaborative use. Real-Time Chat Engage in direct, instant messaging with customers, users, etc. Hand Raising Allows conference participants to notifiy conference hosts when they want to speak. File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Private Chat Send messages to selected individual(s) from the entire audience Real-Time Chat Engage in direct, instant messaging with customers, users, etc. Show More ##### ## Meeting Coordination (9) Scheduling Scheduling web meetings is streamlined, intuitive, and integrated into calendar and email software. Video Call Recording Record and playback video calls Participant Permissions The ability to grant users access to conferences as moderators, presenters or participants--individually or based on user role or group. One-Click Join Allows users to join a conference without requiring a download or a sign-in Video Streaming Allows users to view videos without downloading media files On-Demand Recording Record the audio of phone conversations for quality assurance purposes Call Recording Record the audio of phone conversations for quality assurance purposes Call Recording Record the audio of phone conversations for quality assurance purposes Event Scheduling Plan an event's time and location Show More ##### ## Software Type (3) Mobile Offers a mobile app or mobile optimized website to video conference from smartphones or tablets. Browser Application Conferences can be launched within a browser without requiring a user to download an application to their desktop. Desktop Application Software is available as a downloadable desktop application. Show More ##### ## Content Creation (1) Content Management Ability to centralize, organize, and store content in a holistic way for easy and timely retrieval throughout the consumer's journey. Show More ##### ## Optimization (1) ROI Reporting Ability to measure the revenue influence and ROI of every piece of content. Show More ##### ## AI and Automation (5) Lead Prioritization Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. Lead Scoring Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage Best Time of Day Scheduling Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations Buyer Intelligence Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. Machine Learning Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. Show More ##### ## Revenue Sourcing and Forecasting (7) Revenue History Allows users to track how previous revenue forecasts have developed over time Pipeline Management Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities Dashboard Analytics Reports results on revenue attainment, conversion rate, and overall revenue analytics Multi-Device Data Visualization Allows users to view data visualizations on several devices Data Segmentation Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. Predictive Forecasting Provides users with ability to predict upcoming forecast based on AI insights and deal health Revenue Operations Cadence Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success Show More ##### ## CRM Data Enrichment (5) Calendar Sync Automatically associates calendar invites to update deal progress in a CRM Email Activity Capture Automatically associates sales activities within emails to the relevant accounts in your CRM Conversation Intelligence Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM Marketing Leads Automatically links marketing leads to sales generated opportunities in your CRM Contact Capture Automatically captures contacts engaged with and associates to relevant accounts in a CRM Show More ##### ## Account Management (6) Nonengaged Accounts Identifies accounts that sales reps aren't engaging with Account optimization Maximizes account coverage by determining the optimal number of accounts per rep Historical Patterns Identifies common themes among historical deals that are won or lost Rep Performance Identifies common themes and actions amongst reps that close the most deals Account Engagement Allows users to track the level of engagement with each account and provides insights on frequency of engagement Historical Win/Loss Patterns Identifies common themes among historical deals that are won or lost to provide insights into successful strategies Show More ##### ## Generative AI (8) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Lead Generation Manage the process of attracting and converting business prospects into leads Show More ##### ## Agentic AI - Revenue Operations & Intelligence (RO&I) (8) 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 Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Website Integration Seamlessly integrates with 3rd party websites Show More ##### ## Agentic AI - Salesforce AppExchange Apps (7) 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 Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Email Tracking (7) 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 Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Sales Analytics (7) 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 Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Third-Party Integrations Set up connections to third-party platforms to improve business processes CRM Integration Integration with third-party CRM systems Show More ##### ## Agentic AI - Sales Enablement (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Sales Engagement (8) 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 Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Show More ##### ## Agentic AI - AI Sales Assistant (8) 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 Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ##### ## Agentic AI - Content Experience Platforms (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 Show More ##### ## Agentic AI - Video Conferencing (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Screen Sharing (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Learning Management - Sales Enablement (3) Sales Training Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc. Sales Coaching Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates. Sales Onboarding Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness. Show More ##### ## Revenue Enablement - Sales Enablement (4) Cross-Functional Alignment Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way AI and Automation Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments End-to-End Customer Journey Insights Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Additional Functionality (250) Video Support Supports various video file formats AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Attendance Management Manage attendance for classes, shifts, meetings, or events Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Single Sign On Allow users to access multiple services after entering their login credentials once Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Email Management Manage, store and organize emails within the system or via third-party apps Calendar Management Track and manage schedules and meetings via an integrated calendar Transcripts/Chat History View messages sent by both parties during the chat conversation Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Security Protect sensitive data for digital privacy Document Storage Store and organize documents in a centralized system Document Management Store, manage, and track all electronic documents in a centralized location Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Branding Add customized logos and colors to align with company branding Two-Way Audio & Video Presenter can see and hear participants and vice versa Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Conferencing Breakout Rooms Sub-room created within virtual meeting/class Third-Party Integrations Set up connections to third-party platforms to improve business processes API Application programming interface that allows for integration with other systems/databases Generative AI Use AI to generate content in the form of text, images, videos, etc. Chat/Messaging Communicate using direct chat or messages within the system Whiteboard Allows multiple users to simultaneously annotate on a digital whiteboard Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Brainstorming Group collaboration to solve ideas in a productive and concentrated manner. Presentation Streaming Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet Surveys & Feedback Gauge satisfaction and receive information for improvement and success Mobile Access Access software remotely via mobile devices Video Conferencing Connect with meeting participants remotely over video User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access File Transfer Move files across different systems or networks Email Reminders Reminders sent via email Remote Access/Control Access work applications remotely, for when working away from the office and/or traveling Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Microsoft Outlook Integration CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Auto Framing Detect speech to highlight frame subjects On-Demand Webcasting An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience Automatic Transcription Use AI to convert voice into text automatically Two Way Audio & Video Presenter can see and hear participants and vice versa. User Profiles Profiles of users providing basic information Video Management Store and manage online video content Polls/Voting Enable custom polls/voting to facilitate decision-making or increase engagement Event Management Schedule and manage the logistics of activities and other gatherings Brand Management The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience. HD Audio/Video High-definition audio and/or video capabilities Presentation Tools Share and present designs Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Host Controls Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc. Email Response Control Speech Recognition Train your system to interpret and transcribe voice messages Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Chat/Messaging Communicate using direct chat or messages within the system AI Writing Assistant Generates and edits text using machine learning For Sales Teams/Organizations Caters to sales teams Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Predictive Analytics Predict future data based on historical data sets Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Templates Sample files or documents that could be customized as needed or used as is Reminders Timed notification for any upcoming task, deadline, appointment, or activity Email Templates Pre-made examples and templates for emails SMS Messaging Send messages via SMS Personalization Adjust communications based on previous interactions or personal preferences Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Lead Engagement Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Omnichannel Outreach Using different methods or channels to connect with customers Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Chat/Messaging Communicate using direct chat or messages within the system Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Content Delivery Distributing content through various platforms or channels Personalization Adjust communications based on previous interactions or personal preferences Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Task Management Create, manage and track all task activities and progression Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Tracking Track and document all activities across devices, networks, and other systems Third-Party Integrations Set up connections to third-party platforms to improve business processes API Application programming interface that allows for integration with other systems/databases CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Audio/Video Recording Record audio and/or video Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Appointment Scheduling Schedule appointments via a calendar Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. For Sales Teams/Organizations Caters to sales teams Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Scheduling Plan availability and assign specific time slots for tasks and resources Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Email Tracking Track delivered, received, and opened emails User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Interaction Tracking Track interaction history by documenting conversations for contacts Workflow Management Create, design and manage workflows for repetitive tasks Calendar Management Track and manage schedules and meetings via an integrated calendar Lead Capture Automatically identify and save contact information of potential customers Call Recording Record the audio of phone conversations for quality assurance purposes Template Management Create, save, and re-purpose templates for emails, forms, etc. Customizable Branding Add customized logos and colors to align with company branding Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Lead Nurturing Engage with a lead throughout the sales process by actively providing information Document Management Store, manage, and track all electronic documents in a centralized location Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Video Support Supports various video file formats Microsoft Outlook Integration Audio File Management Supports audio files 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 Goal Management Allows employees to set and manage work or career related goals Sales Planning Define sales targets and create strategies to meet goals or marketing results Mobile Access Access software remotely via mobile devices CRM Integration Integration with third-party CRM systems Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Access Controls/Permissions Define levels of authorization for access to specific files or systems Gamification Games or game-like elements to track progress and reward accomplishments Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Microlearning Distribute training content in bite-size pieces that can be consumed in short periods of time Content Sharing Digitally share pre-made materials and self-created content with others Real-Time Data Receive data and information in real time Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Auto-Dialer System that automatically dials calls For Sales Teams/Organizations Caters to sales teams Dynamic Modeling Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Lead Capture Automatically identify and save contact information of potential customers Real-Time Reporting Active reporting of data and metrics Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. API Application programming interface that allows for integration with other systems/databases Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Dashboard Creation Creation and customization of dashboards Modeling & Simulation Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Exception Reporting Generative AI Use AI to generate content in the form of text, images, videos, etc. Sales Reports Reports specific to sales analysis for trends and strategies Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. "What If" Scenarios Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Customizable Reports Alter the layout and content of reports Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Graphical Data Presentation Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Business Process Control Define and maintain business rules that determine workflow capabilities and criteria Multi-Currency Manage and handle various international currencies Pipeline 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. Document Storage Store and organize documents in a centralized system Chat/Messaging Communicate using direct chat or messages within the system File Transfer Move files across different systems or networks Third-Party Integrations Set up connections to third-party platforms to improve business processes Presentation Streaming Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet On-Demand Webcasting An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience Screen Capture Save a screenshot of your desktop as an image Calendar Management Track and manage schedules and meetings via an integrated calendar Multi-Participant Screen Sharing Allow several participants to share screens simultaneously Mobile Access Access software remotely via mobile devices Brainstorming Group collaboration to solve ideas in a productive and concentrated manner. Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals API Application programming interface that allows for integration with other systems/databases Calendar Sync Synchronize with other calendars to view mutual availability and schedules Surveys & Feedback Gauge satisfaction and receive information for improvement and success Customizable Branding Add customized logos and colors to align with company branding Email Reminders Reminders sent via email Desktop/Browser Sharing Share screens of either your computer's desktop or your browser tab with another computer Email Management Manage, store and organize emails within the system or via third-party apps Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Screen Mirroring Display your computer screen wirelessly on a TV or projector screen for real-time sharing with a large audience Annotations Highlight content and/or make notations about parts of content Generative AI Use AI to generate content in the form of text, images, videos, etc. Whiteboard Allows multiple users to simultaneously annotate on a digital whiteboard Targeted/Locked Screen Sharing Share only a specific tab on your desktop while continuing to work in other tabs without sharing them Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns File Management Create, save, and store files Mobile Screen Sharing Share screens from your tablet or smartphone Video Management Store and manage online video content User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Real Time Screen Sharing Share your screen with a third party to enable them to see what changes/actions are being performed as they happen CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Presenter Control Management Allow one presenter to pass control of the screen sharing to another participant Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Microsoft Outlook Integration SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Video Support Supports various video file formats Scheduling Plan availability and assign specific time slots for tasks and resources Access Controls/Permissions Define levels of authorization for access to specific files or systems Availability Indicator Indication whether a resource is available or protected from allocation @mentions An @mention is a way to tag or notify a specific person about a message/post Commenting/Notes Leave comments and notes on documents for others to view Reminders Timed notification for any upcoming task, deadline, appointment, or activity Progress Tracking Reporting on how each user, task or process has advanced since its initiation Single Sign On Allow users to access multiple services after entering their login credentials once Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. Data Import/Export Import and export data to and from software applications Audio Calls Ability to make voice calls within the system Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Contact Management Manage, organize, and store contact information Email Marketing Create and send email blasts/campaigns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Workflow Management Create, design and manage workflows for repetitive tasks Customizable Fields Customize data fields to support various needs and use cases Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Team Management Organizing a group of people to accomplish a task Click Tracking Track the amount of clicks on individual products to measure campaign results Subscription Management Process of managing customer subscription lifecycle for a recurring service or a product Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Location Tracking Identify the physical location of an individual, asset, device, etc. Customer Segmentation Process of dividing customers into groups based on common characteristics Geolocation Determines the location of a device using GPS or an IP address Customizable Branding Add customized logos and colors to align with company branding Activity Tracking Track and document all activities across devices, networks, and other systems Data Import/Export Import and export data to and from software applications Mailing List Management Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Email Management Manage, store and organize emails within the system or via third-party apps Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Email Distribution Email Reminders Reminders sent via email Autoresponders Create and automatically send premade copy in response to customer messages Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Show More ## Top-Rated Alternatives [ ![Salesloft](https://images.g2crowd.com/uploads/product/hd_favicon/2d02119c72d837152a0d46213a959f70/salesloft.svg "Salesloft") Salesloft 4.5/5(4,287) ](https://www.g2.com/products/salesloft/reviews) [ ![Outreach](https://images.g2crowd.com/uploads/product/hd_favicon/1521467568/outreach.png "Outreach") Outreach 4.3/5(3,574) ](https://www.g2.com/products/outreach/reviews) [ ![Seismic Enablement 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