Dashly Features
Integration (3)
Data Import & Export Tools
Based on 15 Dashly reviews. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 18 Dashly reviews.
Breadth of Partner Applications
As reported in 10 Dashly reviews. 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.
Platform (7)
Customization
System provides sufficient customization to meet business requirements 21 reviewers of Dashly have provided feedback on this feature.
Workflow Capability
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. 19 reviewers of Dashly have provided feedback on this feature.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 19 Dashly reviews.
Internationalization
Based on 10 Dashly reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
As reported in 10 Dashly reviews. 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.
Performance and Reliability
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. This feature was mentioned in 17 Dashly reviews.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Email Marketing (4)
Building and Personalizing Emails
Create and design emails with an editor; manage templates; personalize dynamically 22 reviewers of Dashly have provided feedback on this feature.
Sending Outbound Emails
As reported in 23 Dashly reviews. Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. This feature was mentioned in 21 Dashly reviews.
Automated Email Responses
As reported in 22 Dashly reviews. Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (5)
Landing Pages and Forms
Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. This feature was mentioned in 14 Dashly reviews.
Dynamic Content
Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. This feature was mentioned in 19 Dashly reviews.
A/B Testing
Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. This feature was mentioned in 17 Dashly reviews.
Mobile Optimized
Support mobile-optimized emails, online forms, and landing pages. 20 reviewers of Dashly have provided feedback on this feature.
Search Tracking and Optimization
Based on 13 Dashly reviews. 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.
Lead Management (8)
Marketing Lead Database
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. This feature was mentioned in 22 Dashly reviews.
Data Quality Management
Data quality consists of deduplication, cleansing, and appending your marketing database. This feature was mentioned in 19 Dashly reviews.
Segmentation
As reported in 22 Dashly reviews. 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.
Lead Scoring and Grading
As reported in 22 Dashly reviews. 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.
Lead Nurturing
Based on 19 Dashly reviews. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. This feature was mentioned in 20 Dashly reviews.
Automated Alerts and Tasks
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. This feature was mentioned in 24 Dashly reviews.
CRM Lead Integration
Based on 19 Dashly reviews. Sync lead, contact, account, and opportunity information with your CRM system.
Campaign Management (4)
Program Management
Based on 17 Dashly reviews. 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.
Event / Webinar Marketing
As reported in 15 Dashly reviews. Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.
Calendaring
Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. 14 reviewers of Dashly have provided feedback on this feature.
Budgeting
Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. This feature was mentioned in 11 Dashly reviews.
Social (5)
Social Listening
Based on 17 Dashly reviews. 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.
Social Sharing
Based on 16 Dashly reviews. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
Social Campaigns
Based on 14 Dashly reviews. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
Social Media Engagement
Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. This feature was mentioned in 16 Dashly reviews.
Social Media Advertising
As reported in 12 Dashly reviews. Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Reporting & Analytics (5)
Basic Reporting
As reported in 19 Dashly reviews. 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.
Web Analytics
Based on 20 Dashly reviews. 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.
ROI Analytics
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. 15 reviewers of Dashly have provided feedback on this feature.
Revenue Analytics
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. This feature was mentioned in 12 Dashly reviews.
SEO / Keyword Analytics
Based on 15 Dashly reviews. Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Messenger (4)
Sequencing
As reported in 20 Dashly reviews. Mapped-out responses for conversations.
AI
Artificial intelligence (AI) and chatbot involvement. This feature was mentioned in 14 Dashly reviews.
Live Chat
Live human component of conversations. This feature was mentioned in 34 Dashly reviews.
Customization Interface
Quality of interface for designing and customizing conversation maps. This feature was mentioned in 29 Dashly reviews.
Channels (5)
Social Media
Based on 20 Dashly reviews. Conversations enacted over social media.
Website
As reported in 29 Dashly reviews. Conversations enacted through embedding or pop-ups on websites.
Text Message (SMS)
Conversations enacted through text message (SMS).
Voice Assistants
Conversations enacted through voice assistants.
Other
Conversations enacted through other channels.
Customers (5)
Targeting
Overall quality of customer targeting based on needs or situations. This feature was mentioned in 20 Dashly reviews.
Profiles
As reported in 21 Dashly reviews. Creation and modification of customer profiles based on conversations.
Analytics
Reporting based around specific and overall conversation results. 28 reviewers of Dashly have provided feedback on this feature.
Lead Gathering
Based on 24 Dashly reviews. Capture and organization of leads from conversations.
Sales Conversion
As reported in 23 Dashly reviews. Success rate of conversations leading to customer purchases.
Agentic AI - Marketing Automation (6)
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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Conversational Marketing (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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