Cloudapps Revenue Intelligence Features
Competition (6)
Competition Templates
Based on 13 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Offers templates or examples of commonly used competition structures.
Custom Competitions
Based on 15 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned.
Team Competitions
Based on 14 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Set up competitions between groups of employees as opposed to competitions between individuals.
Simultaneous Competitions
Based on 14 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Able to have multiple leaderboards and metrics running simultaneously for different groups of users.
Competition Adjustments
Based on 14 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Easily modify leaderboards and goal metrics to support adjustments on how to motivate users.
Awards and Incentives
Provides sales teams with a list of rewards they can choose from based on high performance
Employee Features (3)
User Profiles
Based on 14 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Provides each employee with a user profile for personal statistics and progress.
Notifications
Based on 14 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc.
Mobile
Mobile app or mobile optimized website allows participants to easily view scores on the go.
Integrations (3)
CRM Integration
Based on 14 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Integration with CRM software to access necessary metrics for the competition.
Social Collaboration Integration
Based on 10 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Integration with social collaboration tools to allow employees to communicate about the competition and earn recognition.
TV Streaming
Based on 12 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Streams leaderboards and other competition-related news on company's TV.
Platform (5)
Reporting
Based on 15 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Displays standard reports at the end of each competition showing overall employee performance.
User, Role, and Access Management
Based on 14 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Enterprise Scalability
Based on 10 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations.
Data Import & Export Tools
Based on 11 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Performance and Reliability
Based on 15 Cloudapps Revenue Intelligence reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
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.
Predictive Analytics (4)
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.
Sales Management (4)
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.
Training (4)
Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Offers content and training for new hires within the tool.
Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
Video Record
Records users' practice or live pitches for future reference and improvement.
Feedback (7)
Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Scorecard
Provides a scorecard to display team and/or individual performance.
Coaching Card
Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
Leaderboard
Projects team sales performance publicly to reward and motivate employees.
Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals.
Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Competition
Motivates employees by creating time-sensitive competititons that drive performance.
Incentives (4)
Badges
Assigns achievement badges to high-performing employees based on pre-determined standards.
Triggers
Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator
Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Highlights top-performing employees to publicly reward their achievements.
Personalization (4)
Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates.
Custom Reports
Generates reports with customizable fields to further understand employee performance.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Integrates with CRM and financial systems to help determine goals
Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
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.
Organization (3)
Opportunity and Pipeline Management
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.
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.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
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.
Generative AI (3)
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.
AI Text Summarization
Condenses long documents or text into a brief summary.
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
Agentic AI - Sales Gamification (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Sales Performance Management (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
Agentic AI - Sales Analytics (5)
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
Agentic AI - Sales Coaching (4)
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
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (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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