Connectbase Features

Allows users to search, filter, sort and select items to be added to quote

Based on answering questions about customers the configurator automatically selects the best fit products

Rules ensure that users select only compatible options and that all required items are included

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Images can be displayed of options to enable users to visualize product options as it is being configured

Ability to support multiple pricing models for one-time, recurring, and other items

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Ensure that users automatically include the right terms based on items being quoted

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Ability to easily group items on quotes; apply and manage discounts and pricing by group

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Ability to convert accepted quotes into contracts; set up of required assets and contracts

Manage the process of evaluating documents or requests submitted for approval

Easily build and maintain configurator; flexibility to easily embed all desired business logic

Can easily build and maintain pricing logic required by business

Easily build and maintain workflows, misc commercial fields, commercial rules

Manage, organize, and store contact information

Track products that are for sale at a reduced price or part of coupon promotions

Create and manage digital catalog of products/services with their details, specifications, and price

Track, store, and access client contracts or licenses

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Track and manage the profit margin between the cost of a product and its selling price.

Manage and track customer orders for goods, investments, or any other purchases

Supports users working on a mobile devide (phone and/or tablet)

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

CRM integration is flexible and easy to maintain

System provides API's that can be used to easily integrate to financial and other 3rd party systems

Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

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

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

Provides users with search tools in order to find the data they need quickly

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

Allows software to be easily used on multiple mobile devices, including phone and tablet devices

Provides features for email and messaging alerts surrounding contact and company updates

Allows multiple users to access and collaborate on the platform

Provides features for users to follow domestic and international privacy and data colelction compliance laws

Visualize locations on a map

Create a map made up of points and lines that may have additional information assigned to them.

Ability to translate data and metrics into charts, graphs, and other ways to communication information.

Visualize different forms of data in one single image.

Track the management and flow of data throughout the organization

Predict future data based on historical data sets

Select a point on the map and display data within a certain radius.

Use data to gather information about a specific location's geographic features.

Study data in live time to analyze any changes happening in the location.

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

Allows users to create custom market intellignece dashboards

Allows users to build and export reports for market data

Allows users to inegrate dashboards with analytics platforms, CRMs and marketing automation software

The ability to convert the format of source data to one required for the reporting system.

Easily design and refine dashboards and reports.

Integrating APIs that allow you to customize your tool as needed.

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

Provides NLP features for filtering data collection down to specific data points

Provides a wide selection of data sources for aggregated news and MARKET data

Allows users to make custom data collection queries

Provides features for users to verify, correct, and include additional information to a lead in order to enhance data accuracy

Provides advanced data points including but not limited to company size, org charts, technology installs, company funding history,

Provides features for tracking competitors websites including information such as pricing changes or new product features

Provides features for tracking competitor activity on social media

Allows users to benchmark their product against other competitors in order to understand competitive position in the market

Allows users to know how much financing has flowed to a particular industry with real deal activity visualizations

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Alter the layout and content of reports

Geographic location of visitors determines behavior of the software

Generate one-off reports that meet information requirements

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

Set & manage permission levels based on user roles and restrict access to only authorized individuals

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

Analyze and gain insights into data in real-time

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

Converting human-readable addresses into geographic coordinates

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

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

Track and analyse user behavior within a system or network

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

Import and export data to and from software applications

Manage and support multiple locations

Supports common databases such as MySQL and Oracle

Designs generated in either 2D or 3D format

Process of dividing customers into groups based on common characteristics

Virtual perimeter for a real-world geographic area

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

Allow users to access multiple services after entering their login credentials once

Computer aided design to create precision drawings or technical illustrations

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

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

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

Identify the physical location of an individual, asset, device, etc.

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

Access software remotely via mobile devices

Define levels of authorization for access to specific files or systems

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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

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

Finding the most optimal routes for drivers based on various factors and constraints

Calculate rule-based prices for a product/service

Graphical representation of data

It is a logic or a condition that executes business rules in a runtime production environment

Receive data and information in real time

Generate quotes or estimates for customers

A record of all activities within the system, including user access, changes made, etc.

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

Define levels of authorization for access to specific files or systems

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

Store and organize documents in a centralized system

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

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

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

Customize the specifications of a finished product to meet the particular needs of a customer

Online portal through which end users can access the system, manage tasks, or obtain information

Form predictions based on past and present data/trends

Material list of manufacturing parts and associated costs

Manage and handle various international currencies

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

Add customized logos and colors to align with company branding

Digitally sign online documents

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

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