Convertr Features

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Product accurately cleans, deduplicates, and verifies lead data.

Product enriches existing lead data with missing information.

Product provides accurate, up-to-date contact information for leads, such as email address or phone number.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Automates process of checking a potential customer's data to ensure it is real and accurate

Sources contact and company data from outside the buyer's own systems, whether from a proprietary database or aggregated third-party providers

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Helps allocate marketing budget based predicted amount of incoming revenue.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Allows for custom report types to match the goals of a company.

Provides tools that dynamically serve content, messaging, and calls-to-action.

Helps determine which accounts have the highest/lowest opportunity to convert.

Helps determine the direction of each individual account and how to engage through specific content.

Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.

Aligns lead scores with predefined lead distribution criteria

Matches and assigns leads to the correct sales representative

Determines which leads should be prioritized and then accelerates them up the pipeline

Integrates with lead capture and lead intelligence tools to discover leads

Creates and assigns scoring system to rank the viability of leads

Integrates with CRM or marketing automation tools to contextualize lead data

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, design and manage workflows for repetitive tasks

Track all opportunities for potential sales and convert them into recurring revenue

Create, manage and track all task activities and progression

Manage, organize, and store contact information

Track and manage schedules and meetings via an integrated calendar

Manage, store and organize emails within the system or via third-party apps

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities

Aligns lead scores and strategy with existing sales operations

Provide follow-up information after data cleanings through a visual dashboard or reports.

Automatically run data identification, correction, and normalization on data sources.

Gives a view of the entire data quality management ecosystem.

Allows user role-based access and actions to authorization for specific tasks.

Syncs lead data within the sales database for consistency and accuracy

Provides analysis on lead scores, funnel insights, and both open and closed opportunities

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Characteristics for segmenting companies or customers

Receive data and information in real time

Uses external data sources to improve customer profiles.

Can be updated to accept new sources and types of data.

Can act as a content marketing platform.

Can engage with customers across any device with a consistent message.

Create and send email blasts/campaigns

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Receive data and information in real time

Provides analysis of marketing program ROI and efficiency.

Correctly identify inaccurate, incomplete, or duplicated data from a data source.

Utilize deletion, modification, appending, merging, or other methods to correct bad data.

Standardize data formatting for uniformity and easier data usage.

Clean data as it enters the data source to prevent mixing bad data with cleaned data.

Finds duplicates using the fuzzy logic technology or an advance search feature.

Receive data and information in real time

Brings together ABM audience creation, management, activation, and measurement all in one centralized platform.

Builds, defines, and segments targeted account audiences.

Matches leads to accounts for account-based marketing efforts.

Coordinates consistent and unified interactions across multiple channels, such as email, social media, website personalization, or direct mail.

Customizes tailored content and offerings that address specific interests or pain points for target accounts.

Measure the influence and performance of ABM programs for each targeted audience.

Provides a complete view of how all ABM programs drive revenue.

Ability to integrate with other martech software that helps account-based programs, including but not limited to CRM software, marketing automation software, buyer intent data tools, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

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

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Monitors and analyzes a large amount of data points, such as buyer intent and engagement signals to help identify priority accounts or leads.

Uses AI to automatically generate personalized emails, content, or messaging based on account intelligence and signals.

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

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

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

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

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

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Engage with a lead throughout the sales process by actively providing information

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

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

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

The ability to create unique content

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

Track interaction history by documenting conversations for contacts

Customize data fields to support various needs and use cases

Create multiple models or equations for generating scores

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

Process of dividing customers into groups based on common characteristics

Predict future data based on historical data sets

Arrange tasks based on the level of priority or urgency

Score a lead on their quality or likelihood to buy based on certain behaviors

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

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

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

Create and send email blasts/campaigns

Engage with a lead throughout the sales process by actively providing information

Web form that allows users to enter data that is sent and processed for different reasons

Store and organize documents in a centralized system

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

Tools designed to streamline the process of lead generation and management for sales teams

Track delivered, received, and opened emails

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

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

Manage the process of attracting and converting business prospects into leads

Reports specific to sales analysis for trends and strategies

Route and distribute your leads to third party buyers

Combines data from internal sources with disparate data from other internal systems or external sources

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

Application programming interface that allows for integration with other systems/databases

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

Automatically identify and save contact information of potential customers

Timed notification for any upcoming task, deadline, appointment, or activity

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

Form predictions based on past and present data/trends

Pre-made examples and templates for emails

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

Track and document all activities across devices, networks, and other systems

Streamlining repetitive tasks and activities through automated and predefined workflows

Indexes metadata descriptions for easier searching and enhanced insights

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

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

Create, design and manage workflows for repetitive tasks

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

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

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

Import and export data to and from software applications

Rules followed by the software/AI can be configured by users to suit their specific needs

Verify, organize, manage & store enterprise data assets in a centralized repository

Observe and track the demand, usage, progress or quality of a system, product, or user

Translate EDI formats into data suitable for use with company applications.

Allows users to manage data from a number of sources

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

A collection of customer information such as contact details, demographics, previous interactions, etc.

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Move from one database to another, or upgrade the version of database software being used

Manage and support multiple languages

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

Compare new data with existing records to detect duplicate entries

Extract email addresses from multiple data sources

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

Examines, analyzes, and organizes data to create relevant summaries or graphs.

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Track the management and flow of data throughout the organization

Verifies and confirms the accuracy of an address

Looking at data from different sources and finding possible duplicates, or identical matches

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Interact with data visualization elements, such as charts and graphs, to drill down into data

Track revisions and updates made to files and navigate between different versions

Application programming interface that allows for integration with other systems/databases

Import, collect, and capture data from multiple sources

Define levels of authorization for access to specific files or systems

Track and manage adherence to policies for any service, product, process, or supplier

Discover and connect variety of data sources to the application for analysis

Tracks metrics that provide insight into how a user interacts with any interface or product

Manage, organize, and store contact information

Visualize and analyze customer experience across all touchpoints and channels

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

Application programming interface that allows for integration with other systems/databases

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Manage the process of attracting and converting business prospects into leads

Combining data from different sources and providing a unified view

A report showing what actions customers perform

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

Track and document all activities across devices, networks, and other systems

Group campaigns by project, client, or campaign for better management.

Automatically identify and save contact information of potential customers

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track visitors'/audience's responses across web pages and other optimized content

Analyze and gain insights into data in real-time

Manage, store and organize emails within the system or via third-party apps

Score a lead on their quality or likelihood to buy based on certain behaviors

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

Create, save, and re-purpose templates for emails, forms, etc.

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

Predict future data based on historical data sets

Gauge satisfaction and receive information for improvement and success

Adjust communications based on previous interactions or personal preferences

Plan and strategize marketing campaigns

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

Track and analyse user behavior within a system or network

Track delivered, received, and opened emails

Track and interpret campaign performance metrics

Process of dividing customers into groups based on common characteristics

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage various distribution channels, build relations with channel partners, and track their performance

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

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Ensure compliance with the General Data Protection Regulation protocols

Record customer information, purchase history, and other notes

A collection of customer information such as contact details, demographics, previous interactions, etc.

Allows users to manage data from a number of sources

Predefined actions automatically performed on the occurance of specific events

Attach digital tags to documents and assets for identification, search, or monitoring purposes

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

Uses AI for ranking prospects automatically based on historical data and behavioral patterns

Uses AI to identify buying signals such as website activity, content engagement, job changes, funding news, hiring trends, or technology usage

Uses AI to enhance existing data with information from external sources