Cordial Features

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

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.

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

System provides sufficient customization to meet business requirements

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.

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

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Manage the process of attracting and converting business prospects into leads

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

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

Manage contacts across multiple mailing lists

Access software remotely via mobile devices

Optimizes marketing campaigns for mobile devices.

Integrates advertising/campaigns into mobile applications, games, and mobile browsers.

Facilitates global text message and mobile marketing campaigns.

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

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

Create and design emails with an editor; manage templates; personalize dynamically

Create targeted lists, schedule and manage bulk email sending.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.

Set up automated nurturing emails based on events, online activities, and lead scores

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.

Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Support mobile-optimized emails, online forms, and landing pages.

Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Create many versions of emails, forms, or actions and gauge which is most effective

Customize contracts and forms to collect specific information

A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.

Data quality consists of deduplication, cleansing, and appending your marketing database.

Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.

Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.

Track delivered, received, and opened emails

Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.

Sync lead, contact, account, and opportunity information with your CRM system.

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

Receive data and information in real time

Manage campaigns and track engagement for marketing efforts across social media channels

Create and send email blasts/campaigns

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

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

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

Track visibility and traffic from search engines

Send promotional campaigns or transactional messages via text messages

Monitor activity of individuals who visit your website using cookies

Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.

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

Create, design and manage workflows for repetitive tasks

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

Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.

Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.

Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.

Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time

Send automated marketing emails based on user actions over a predetermined period

Manage multiple campaigns in one system

Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.

Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.

Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.

Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.

Track and analyze user behavior within a system or network

Analyze and gain insights into data in real-time

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

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

Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)

Attributes app installs to the marketing campaigns and media sources that drove it.

Measures impact and effectiveness of mobile marketing campaigns.

Measures user-level uninstall insights.

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

A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

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

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

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Collects geo-location data on mobile users to customize relevant campaigns.

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

Provides templates for mass mobile messaging campaigns

Facilitates two-way text messaging to encourage consumer engagement and loyalty

Personalizes and optimizes email mobile marketing campaigns.

Identifies the most granular audience segments based on actions, inactions, and user properties.

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

Send automated marketing emails based on user actions over a predetermined period

Manage multiple campaigns in one system

Create and send email blasts/campaigns

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

Send promotional campaigns or transactional messages via text messages

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

Notifications via mobile devices

Allow users to customize their messages.

Schedule push notifications to be delivered at a specific date and time, or set an expiration for time-bound messages

Retarget your messages based on previous user engagement.

Segment audience based on device type, location, demographics, customer behavior, etc.

Automate notifications based on user behavior

Process of dividing customers into groups based on common characteristics

Sends out coupons and promotions to reward and entice mobile device users.

Market event via social media tools

Track and report on performance metrics and conversions

Report on audience demographics and engagement

Send automated marketing emails based on user actions over a predetermined period

Provides native A/B testing for content and campaigns.

Allows users to build and analyze customer profiles.

Presents messaging depending on customer behavior.

Presents messaging depending on customer context.

Content triggered by customer's given geolocation.

Emails triggered by customer activity or behavior.

Messages triggered by customer activity or behavior.

Provides recommendations based on customer metrics.

Calculates and presents customized discounts.

Personalizes web experiences and presented content based on customer metrics.

Test variations of a push notification on a portion of users and track conversions

Personalize messages with contextual data such as customer names or product recommendations

Enhance messages with images, emojis, animated gifs, or videos

Integrate with third-party marketing or e-commerce software

Set-up notifications and alerts for mobile apps.

Set-up SMS-based notifications and alerts for mobile devices.

Set-up notifications and alerts for web browsers and apps.

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Software program that continuously adjusts its behavior based on observed data

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

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

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

Plan and strategize marketing campaigns

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

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

Plan and strategize marketing campaigns

Market event via social media tools

Add customized logos and colors to align with company branding

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

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

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

Ability to chat online in real time

Visualize and analyze customer experience across all touchpoints and channels

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

Send messages to multiple subscribers at the same time

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

Pre-made examples and templates for emails

Automatically create schedules based on business needs or employee availability and qualifications

Set campaign schedules by selecting start, pause, and end dates

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

Track activity on sites such as Facebook, Twitter, Instagram, etc.

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

Automatically identify and save contact information of potential customers

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

Automate workflows and trigger campaigns based on customer actions

Predefined actions automatically performed on the occurance of specific events

See past and upcoming campaigns and communications in a calendar view

Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)

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

Import and export data to and from software applications

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

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

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

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

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

Predefined actions automatically performed on the occurance of specific events

Manage and support multiple languages

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

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

Geographic location of visitors determines behavior of the software

Visualize and analyze customer experience across all touchpoints and channels

Add or remove subscribers from mailing lists

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

Create, design, and visually represent processes within the software

Verify the identity of users/devices to enable secure access

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

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

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

Manage, organize, and store contact information

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

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

An editor that enables users to edit all aspects of notifications.

Streamlining repetitive tasks and activities through automated and predefined workflows

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

Create and automatically send premade copy in response to customer messages

Create landing pages or online forms designed to capture new leads and prospects

Track and interpret campaign performance metrics

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

Set campaign schedules by selecting start, pause, and end dates

Manage, organize, and store contact information

Messaging system designed for contests and sweepstakes

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

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

Import and export data to and from software applications

Receive data and information in real time

Access software remotely via mobile devices

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

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

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

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

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

Analyze and gain insights into data in real-time

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

Predefined actions automatically performed on the occurance of specific events

Active reporting of data and metrics

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

Add customized logos and colors to align with company branding

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