CoreMedia Features
Content (16)
-
Content Authoring
Drafting and publishing content is intuitive and non-technical.
-
Rich Text Editor
Formatting content is straight-forward and painless.
-
Versioning
Keep track of incrementally changing versions of the same content.
-
Plug-ins/Widgets/Apps
Available gadgets and modules suit the needs of your site and are easily incorperated onto the page.
-
Approval Process
Can easily institute an approval routing process between authors and editors.
-
Content Scheduling
Easily schedule content to be published at a certain time and in a certain order.
-
Asset Management
System allows the storage and management of rich media files.
-
Internal Search
Able to search your content based on keyword, metadata, tags, etc.
-
Content Repository
Content--both published and yet-to-be published--can be intuitively managed, edited, tagged, approved, and stored.
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Forms Management
Store, manage and track all forms in a centralized location
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Media Management
Planning, organizing, and controlling the distribution of information or videos, images, audio, and other content
Drag & Drop Editor
Editing tool that allows users to drag and drop images, icons, widgets, or other components
Audio Editor
Visual GUI that allows users to manage audio tracks, instruments, filters, etc.
Design (4)
-
Breadth of Pre-Built Templates
The software provides a wide breadth of free or purchasable site templates that are attractive and suited to your webpages' needs.
-
Mobile
Effective mobile templates are available and easily customizable.
-
Branding/Themes
Consistent design elements across sites (including personalized brand components) unites webpages into a coherent online presence.
-
Customization
The visual appearance of webpages can be easily customized to fit your site’s needs.
Platform (12)
-
SEO
Pagination, page headers and titles, meta tags and URL structure all contribute well to site SEO.
-
Flexible Navigation Structures
Able to build out different and multiple taxonomies to store and index content.
-
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
-
Enterprise Scalability
Provides features to allow scaling for large organizations or an expansive web presence.
-
Internationalization
Enables users to view and interact with the same content in multiple languages.
-
Dashboards and Reports
Access pre-built and custom reports and dashboards.
-
API
Application programming interface that allows for integration with other systems/databases
Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
APIs
Enables custom integration to external systems.
File Management (12)
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Metadata
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
OCR Scanning
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
Versioning
Keep track of incrementally changing versions of the same file.
Collaboration
Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
Autogenerate documents based on templates and form submission.
Form Creation
Able to create and manage submittable user forms.
Portals and Sites
Able to create user portals and sites.
Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
Search
Can easily find files via a simple and/or advanced search.
Web Interface
Ability to access documents via a web interface without a client being installed on a device.
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Workflow (19)
Process Automation
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules.
Activities
Any action a user can perform in the system can be specified as an automated action.
Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
Case Management
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Metadata Management
Collect and maintain structured information that describes data or content
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Digital Asset Management
Manage digital assets
Task Management
Create, manage and track all task activities and progression
File Management
Create, save, and store files
Forms Management
Store, manage and track all forms in a centralized location
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Website Management
Built-in website builder or integration with third-party site
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Analytics (14)
-
Web Analytics
Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence.
-
Campaign Tracking
Analyze inbound marketing traffic to identify which campaigns are working best.
-
Audience Insights
Helps users understand audience demographics and evaluate visitor behavior.
-
Reports & Dashboards
Create reports and dashboards to analyze results of campaigns.
-
Personalization
Streamlines personalization by integrating customer data repositories into systems that deliver content.
-
Marketing Automation
Handles broad-reaching marketing orchestration by pulling customer data from CRMs and other data repositories to deliver content across multiple channels.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
-
Personalization
Offers built-in personalization tools to tailor content to users.
-
Content Performance
Offers content performance analytics.
Interactive Content
Allow the audience to interact or engage with the content
Reporting and Analytics
Provides reporting and analytics tools to quantify the results of the experiment.
Heatmaps
Provides heatmap functionality to assess what parts of the website visitors are engaging with most.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Content Management (13)
-
Customizable Templated Workflows
Suggested workflows that can be adopted as is or adapted to fit business needs.
-
Asset Management
System allows the storage and management of rich media files.
-
Portals and Sites
Able to create user portals and sites.
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Metadata Management
Collect and maintain structured information that describes data or content
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Audio File Management
Supports audio files
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Brand Management
The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
Document Management
Store, manage, and track all electronic documents in a centralized location
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Design & Development (3)
-
No-Code App Development
Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.
-
Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
-
Self-Service Capabilities
Customers have a route to update account details, payments and information themselves.
Channels (5)
Voice
Provides voice call functionality.
Social
Provides an interface for one or more social media channels.
Live Chat
Ability to chat online in real time
Mobile SMS
Accepts contacts initiated through SMS or other mobile text functions.
Email
Allows CSRs to receive and answer customer emails.
Functions (12)
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Session Queuing
Callers can be routed to a queue or placed on hold until an agent becomes available.
Concurrent Calling
Place a large or unlimited volume of calls simultaneously without diminishing the call quality.
Speech Analytics
Provides some level of analytics based on keywords and vocal tones.
Auto Dialer
Has auto dialing or predictive dialing functions for outbound use.
IVR
Includes an interactive phone menu.
Inbound Screen Pop
Populates CSR's screen with available customer data.
Persistent Data
Maintains and shares information across channels and agents as the case progresses.
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Real-Time Analytics
Analyze and gain insights into data in real-time
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Administrative (8)
Session Summary Notes
Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.
Administrator Access
Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.
Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
Session Recording
Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.
Agent Scheduling and Assignment
Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise.
Callback Scheduling
Schedules callback times
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Call Reporting
Track and report on all incoming and outgoing calls
Publishing (3)
-
Automated Publishing
Automatically publishes content at a time set by users.
-
Multi-language
Can support content being viewed in multiple languages.
-
AR/VR Capability
Capable of deploying content to AR and/or VR platforms.
Development (18)
-
Image Management
Provides limited digital asset management.
-
Reuseable Content
Uses XML-based content structuring to support reuse of content pieces.
-
Unlimited Environments
Provides unlimited environments to develop projects.
-
Form Builder
Provides a built-in form builder.
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Customizable Forms
Customize contracts and forms to collect specific information
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Website Management
Built-in website builder or integration with third-party site
Document Management
Store, manage, and track all electronic documents in a centralized location
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Integrated Development Environment
An application for source code editing, compiling, and debugging
File Management
Create, save, and store files
Experimental Design (6)
Multivariate testing capacities
Allows for the testing of multiple variables at a time during a single test.
Split Testing
Conduct tests to compare performance across various versions of content (web pages, images, emails, etc.)
Mobile Testing
Allows mobile web pages to be tested during A/B experiments.
AI Assisted Testing
Uses AI to generate or suggest experiment variations to test website versions.
AI Generated Variations
Uses AI or machine learning to automatically optimize traffic distribution between experiment variations.
Multivariate Testing
Create many versions of emails, forms, or actions and gauge which is most effective
Computing (4)
WYSIWYG
What You See is What You Get (WYSIWYG) features allow the editing of web pages without HTML. This means you can directly edit pages with images and text without any coding.
AI/Machine Learning
Uses algorithms and continuous data entry to enable the technology to develop insights and optimize testing.
Little to No Coding
Requires little to no knowledge of coding. Usually this means it comes with prewritten code.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI (2)
AI Text-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Integration and Orchestration - Digital Experience Orchestration (DXO) Platforms (3)
API Orchestration
Integrates multiple backend systems and services through robust API management.
MACH Architecture Support
Enables gradual adoption of Microservices, API-first, Cloud-native, and Headless architecture principles.
Content and Data Integration
Orchestrates content and data from various sources seamlessly.
Experience Management and Personalization - Digital Experience Orchestration (DXO) Platforms (3)
A/B Testing and Personalization
Allows users to conduct A/B tests and deliver personalized content to users.
No/Low-Code Tools
Provides a no-code or low-code platform that empower both marketers and developers to create and manage experiences without deep technical expertise.
Visual Interface
Provides a user-friendly interface for managing and personalizing customer experiences across multiple channels.
Agentic AI - A/B Testing (6)
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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Personalization (7)
-
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
-
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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 - Web Content Management (3)
-
Cross-system Integration
Works across multiple software systems or databases
-
Natural Language Interaction
Engages in human-like conversation for task delegation
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - SAP Store (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 - Headless CMS (2)
-
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Digital Experience Platforms (6)
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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Agentic AI - Contact Center (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
AI Personalization - Personalization (3)
Predictive Recommendations
Uses AI to recommend products, content, offers, or experiences based on customer behavior, preferences, and historical interactions.
Audience Segmentation
Uses AI to dentify and build audience segments using customer attributes, behaviors, and engagement data.
Adaptive Content
Use AI to dynamically adapt content for each visitor using behavioral, contextual, and customer data
Additional Functionality (240)
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Image Editing
Edit, touch up, and convert images for publishing
Website Publishing Options
Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Content Publishing Options
Facilitates online authoring and publishing of the content
Text Editing
Edit text as needed
Access Control
Regulate who can view information within the system
Website Accessibility Tools
Tools that fix/remediate issues or optimize site elements to improve accessibility for visitors with disabilities or unique needs
Content Delivery
Distributing content through various platforms or channels
Content Personalization
Personalize delivered content based on characteristics, preferences, behavior or other data across the network
Configurable Workflow
Configure existing workflows to meet your organization's needs
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Video Editing
Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Performance Testing
Allows developers to check if their applications/web browsers are running as expected.
Activity Monitoring
Track and report on everything that happens within the system or network
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Mobile Access
Access software remotely via mobile devices
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Reports
Alter the layout and content of reports
Visual Editor
Program to edit text files that renders the content in accordance with embedded markup code such as HTML
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Funnel Analysis
Method of analysis that visualizes the series of events that lead towards a defined goal.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
API
Application programming interface that allows for integration with other systems/databases
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Geotargeting
Geographic location of visitors determines behavior of the software
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Customizable Branding
Add customized logos and colors to align with company branding
Real-Time Data
Receive data and information in real time
Assessment Management
Creation, administration, and evaluation of assessments or tests
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Visualization
Graphical representation of data
Statistical Analysis
Apply statistical/mathematical models to sets of data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Website Personalization
Customize website features
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Real-Time Reporting
Active reporting of data and metrics
Content Analytics
Behavioral Targeting
Display advertising and marketing messages to users based on their browsing history and preferences
Account Based Marketing
Provide personalized marketing content
Website Analytics
Track and analyze information regarding website visitors
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customer Profiles
Record customer information, purchase history, and other notes
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customizable Branding
Add customized logos and colors to align with company branding
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
API
Application programming interface that allows for integration with other systems/databases
Abandoned Cart Saver
Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Contextual Targeting
Experience Management
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
WYSIWYG Editor
What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Multi-Campaign
Manage multiple campaigns in one system
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customizable Forms
Customize contracts and forms to collect specific information
Email Marketing
Create and send email blasts/campaigns
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
API
Application programming interface that allows for integration with other systems/databases
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Forms
Customize contracts and forms to collect specific information
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Content Library
Centralized repository to store content and assets
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Information Governance
Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Indexing
Compile and organize data into specific metrics
Filtering
Find & retrieve relevant data or documents
Electronic Signature
Digitally sign online documents
Version Control
Track revisions and updates made to files and navigate between different versions
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Single Sign On
Allow users to access multiple services after entering their login credentials once
Image Editing
Edit, touch up, and convert images for publishing
Customizable Branding
Add customized logos and colors to align with company branding
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Document Review
Review and analyze existing information across documents
Activity Tracking
Track and document all activities across devices, networks, and other systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Secure Data Storage
Securely stores data to prevent data loss or breaches
Configurable Workflow
Configure existing workflows to meet your organization's needs
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Secure Login
At least a username and password is required to access the system
Content Delivery
Distributing content through various platforms or channels
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Capture
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Templates
Sample files or documents that could be customized as needed or used as is
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
A/B Testing
Provides built-in A/B testing for content.
Full Text Search
Search for specific words or phrases within a document or database
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
SDKs
A set of software tools and programs used by developers to create applications for specific platforms
Content Publishing Options
Facilitates online authoring and publishing of the content
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Image Editing
Edit, touch up, and convert images for publishing
API
Application programming interface that allows for integration with other systems/databases
Content Library
Centralized repository to store content and assets
Mobile Access
Access software remotely via mobile devices
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
De-Coupled Front & Back Ends
Separate front and back end platforms to make coding changes without affecting user experience
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Text Editing
Edit text as needed
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Rich Text Editor
Input different types of content and edit text formats, fonts, font sizes, and colors
Scheduling
Plan availability and assign specific time slots for tasks and resources
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Single Sign On
Allow users to access multiple services after entering their login credentials once
Configurable Workflow
Configure existing workflows to meet your organization's needs
Categorization/Grouping
Organize and group data or items based on various criteria
Preview Functionality
Preview materials before finalizing projects
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
For Marketers
For the intention to be used by marketing teams
Version Control
Track revisions and updates made to files and navigate between different versions
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Filtering
Find & retrieve relevant data or documents
For Developers
For the intention to be used by developers
Website Analytics
Track and analyze information regarding website visitors
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Historical Reporting
Information, data and reports that are being tracked over time
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Email Marketing
Create and send email blasts/campaigns
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Product Catalog
Present a catalog of inventory that customers can view
Inventory Optimization
Maintain and control the stock level of inventory
Multi-Location
Manage and support multiple locations
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Multi-Currency
Manage and handle various international currencies
Shopping Cart
Checkout of online store
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customer Accounts
Record customer information, purchase history, and other notes
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Secure Login
At least a username and password is required to access the system
Document Review
Review and analyze existing information across documents
Content Delivery
Distributing content through various platforms or channels
Customizable Branding
Add customized logos and colors to align with company branding
Secure Data Storage
Securely stores data to prevent data loss or breaches
Document Storage
Store and organize documents in a centralized system
Mobile Capture
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Templates
Sample files or documents that could be customized as needed or used as is
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Data Capture and Transfer
Import, collect, and capture data from multiple sources
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Call Transfer
Transfers live calls to other agents
Data Import/Export
Import and export data to and from software applications
Call Scripting
Provide agents with a typical response for common call subject matter
Interaction Tracking
Track interaction history by documenting conversations for contacts
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Customizable Reports
Alter the layout and content of reports
Contact Management
Manage, organize, and store contact information
Activity Tracking
Track and document all activities across devices, networks, and other systems
Automatic Call Distribution
Distribute/route/connect calls
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Agent Interface
Agents can view and manage all customer requests and interactions.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Customer History
Access previous interactions or concerns to maintain customer relationships
Voice Mail
Computer-based system that allows users to send and receive voice messages
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Call List Management
Manage and track all past and future calls.
Chat/Messaging
Communicate using direct chat or messages within the system
Workforce Management
A set of processes to optimize the productivity of its employees
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Caller ID
Identify the number and contact information of a caller before answering the phone
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Real-Time Monitoring
Active monitoring of systems, applications, or networks


