Breakcold Features
Platform (8)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 53 Breakcold reviews.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 53 reviewers of Breakcold have provided feedback on this feature.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 60 reviewers of Breakcold have provided feedback on this feature.
Internationalization
As reported in 51 Breakcold reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. This feature was mentioned in 47 Breakcold reviews.
Document & Content Mgmt.
Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. This feature was mentioned in 50 Breakcold reviews.
Performance and Reliability
As reported in 60 Breakcold reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 49 reviewers of Breakcold have provided feedback on this feature.
Sales Force Automation (9)
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. This feature was mentioned in 68 Breakcold reviews.
Partner Relationship Mgmt. (PRM)
Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information 61 reviewers of Breakcold have provided feedback on this feature.
Opportunity & Pipeline Mgmt.
Based on 67 Breakcold reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
As reported in 67 Breakcold reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. This feature was mentioned in 58 Breakcold reviews.
Desktop Integration
Based on 62 Breakcold reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. 56 reviewers of Breakcold have provided feedback on this feature.
Quote & Order Management
As reported in 54 Breakcold reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
As reported in 55 Breakcold reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Marketing Automation (4)
Email Marketing
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. 66 reviewers of Breakcold have provided feedback on this feature.
Campaign Management
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. This feature was mentioned in 63 Breakcold reviews.
Lead Management
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. This feature was mentioned in 69 Breakcold reviews.
Marketing ROI Analytics
Based on 54 Breakcold reviews. Enables analysis of effectiveness of an organizations various marketing activities
Customer Support (4)
Customer Support Portal
Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 72 reviewers of Breakcold have provided feedback on this feature.
Knowledge Base
As reported in 72 Breakcold reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features
Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 62 reviewers of Breakcold have provided feedback on this feature.
Support Analytics
As reported in 66 Breakcold reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Integration (3)
Data Import & Export Tools
As reported in 62 Breakcold reviews. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
As reported in 59 Breakcold reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 51 Breakcold reviews.
Mobile & Social (3)
Social Collaboration Features
Based on 62 Breakcold reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. This feature was mentioned in 63 Breakcold reviews.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices. 53 reviewers of Breakcold have provided feedback on this feature.
Reporting & Analytics (3)
Reporting
As reported in 66 Breakcold reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
Based on 71 Breakcold reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting
Based on 63 Breakcold reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Integrated Workflows (7)
Task Management
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. 10 reviewers of Breakcold have provided feedback on this feature.
Email Tracking/Automation
Based on 11 Breakcold reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. This feature was mentioned in 10 Breakcold reviews.
CRM Integration
As reported in 11 Breakcold reviews. 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.
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. 11 reviewers of Breakcold have provided feedback on this feature.
Workflow Performance
As reported in 11 Breakcold reviews. 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
Based on 10 Breakcold reviews. 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
AI and Automation (5)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 12 Breakcold reviews.
Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage 10 reviewers of Breakcold have provided feedback on this feature.
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.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 49 Breakcold reviews.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - CRM (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
Agentic AI - Sales Engagement (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
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Technology Glossary Features
View definitions of the features and discover new technology terms.
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