[ D&B Rev... Reviews ](https://www.g2.com/products/dnbrevupabx/reviews) [ D&B Rev... Reviews ](https://www.g2.com/products/dnbrevupabx/reviews) # D&B Rev.Up ABX Features ##### ## Data Availability (9) Contact Data Availability Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc. Company Data Availability Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc. Industry Research Availability Does this product offer industry research data that you require? Technographic Data Availability Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used Contact Data Availability Provides detailed contact-level buyer intent data Account Data Availability Provides aggregated intent data for individual contacts to supply an account-level view of intent Offline Data Ability to connect offline databases to collect information that can be matched to online devices Real-Time Data Receive data and information in real time Intent Data Data results that indicate future customer interest in products Show More ##### ## Data Accuracy (3) Contact Data Accuracy How accurate and up to date is the contact data? Company Data Accuracy How accurate and up to date is the company data? Technographic Data Accuracy How accurate and up to date is the technographic data? Show More ##### ## Features (14) Lead Builder Ability to create targeted contact lists. Integration to CRM/Marketing Automation Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software. Data Cleaning/Enrichment Ability to clean/enrich existing data that is maintained in other systems Data Segmentation/Filtering Functionality to filter or segment data from within sales intelligence software Search Offers search tools that allow users to find the data they need quickly News/People Alerts Alerts you to changes happening to industries, companies and people you follow Connections Find the people you know that can introduce you to contacts at prospects Reporting Provides ability to create the reports that meet your business requirements Messaging Provides ability to message contacts directly from within the sales intelligence software Real-Time Data Receive data and information in real time Intent Data Data results that indicate future customer interest in products Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Email Marketing Create and send email blasts/campaigns Real-Time Reporting Active reporting of data and metrics Show More ##### ## Platform (18) Internationalization Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 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. Reporting/Dashboards Access pre-built and custom reports and dashboards. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. APIs Enables integration to external systems Deal Management Defines specific deal parameters to negotiate and secure deals Sales Pipeline Management Pipeline view and tracking lead status Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Contact Management Manage, organize, and store contact information Workflow Management Create, design and manage workflows for repetitive tasks Territory Management Organize customer data and accounts by user or geography Sales Activity Management Define, track, and/or automate sales activities and sales processes Data Synchronization Syncs lead data within the sales database for consistency and accuracy Analysis Provides analysis on lead scores, funnel insights, and both open and closed opportunities Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Demographic/Firmographic Data Characteristics for segmenting companies or customers Real-Time Data Receive data and information in real time Show More ##### ## Lead Intelligence (10) Market Insights Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. Account-level Insights Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Market Insights Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. Account-level Insights Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Market Insights Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. Account-level Insights Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Show More ##### ## Lead Management (10) Segmentation Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. Predictive Scoring Automatically scores prospects based on behavior and engagement levels. Account Identification Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Segmentation Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. Predictive Scoring Automatically scores prospects based on behavior and engagement levels. Account Identification Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. Segmentation Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. Predictive Scoring Automatically scores prospects based on behavior and engagement levels. Account Identification Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. Show More ##### ## Marketing Campaigns (18) Omni-Channel Tracking Provides tracking across multiple digital advertising channels, such as video, mobile, and social media. Revenue Planning Helps allocate marketing budget based predicted amount of incoming revenue. Media Attribution Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. Opportunity Timeline Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. Customization Allows for custom report types to match the goals of a company. Journey Analytics Provides tools to analyze every stage of the customer journey to customize an account-based funnel. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Campaign Analytics Track and interpret campaign performance metrics Omni-Channel Tracking Provides tracking across multiple digital advertising channels, such as video, mobile, and social media. Revenue Planning Helps allocate marketing budget based predicted amount of incoming revenue. Media Attribution Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. Opportunity Timeline Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. Customization Allows for custom report types to match the goals of a company. Omni-Channel Tracking Provides tracking across multiple digital advertising channels, such as video, mobile, and social media. Revenue Planning Helps allocate marketing budget based predicted amount of incoming revenue. Media Attribution Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. Opportunity Timeline Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. Customization Allows for custom report types to match the goals of a company. Show More ##### ## Campaign Execution (4) Website Personalization Provides tools that dynamically serve content, messaging, and calls-to-action. Prioritized Accounts Helps determine which accounts have the highest/lowest opportunity to convert. Trending Accounts Helps determine the direction of each individual account and how to engage through specific content. Email Campaigns Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels. Show More ##### ## Attribution (3) Lead Opportunity Aligns lead scores with predefined lead distribution criteria Lead Assignment Matches and assigns leads to the correct sales representative Pipeline Acceleration Determines which leads should be prioritized and then accelerates them up the pipeline Show More ##### ## Discovery (11) Lead Management Integrates with lead capture and lead intelligence tools to discover leads Scoring/Ranking Creates and assigns scoring system to rank the viability of leads Lead Context Integrates with CRM or marketing automation tools to contextualize lead data Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Workflow Management Create, design and manage workflows for repetitive tasks Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Task Management Create, manage and track all task activities and progression Contact Management Manage, organize, and store contact information Calendar Management Track and manage schedules and meetings via an integrated calendar Email Management Manage, store and organize emails within the system or via third-party apps Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Show More ##### ## Management (2) Conversion Viability Reports on and analyzes lead scores to determine the conversion rate of lead opportunities Workflow Aligns lead scores and strategy with existing sales operations Show More ##### ## Data Sourcing (7) Data Enrichment Uses external data sources to improve customer profiles. Expandability Can be updated to accept new sources and types of data. Content Marketing Can act as a content marketing platform. Multiple Devices Can engage with customers across any device with a consistent message. Email Marketing Create and send email blasts/campaigns Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Real-Time Data Receive data and information in real time Show More ##### ## Intelligence (3) Marketing Metrics Provides analysis of marketing program ROI and efficiency. Predictive Modeling Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. Recommendation Engine Uses artificial intelligence to provide suggestions based on desired outcomes. Show More ##### ## Platform Additional Functionality (7) Third-Party Integrations Set up connections to third-party platforms to improve business processes Topic Customization Provides the ability to customize the relevant topics that are tracked Natural Language Processing (NLP) Provides natural language processing (NLP) to identify topics within content (i.e. number of people researching a topic from a business) Alerts Provides buyer intent alerts that can be delivered in a variety of formats (i.e. email, text message, etc.) Real-time Intent Ability to provide a dashboard showcasing intent that streams in real-time (as opposed to bulk deliveries) Multivariate Testing Ability to test and optimize ad creative and content. Integrations Integrates with CRM and marketing automation software to pull contacts for the ability to serve targeted ads based on engagement data. Show More ##### ## Platform Basics (8) Centralization Brings together ABM audience creation, management, activation, and measurement all in one centralized platform. Account Identification and Segmentation Builds, defines, and segments targeted account audiences. Lead-to-Account Matching Matches leads to accounts for account-based marketing efforts. Multichannel Engagement Coordinates consistent and unified interactions across multiple channels, such as email, social media, website personalization, or direct mail. Personalized Content and Messaging Customizes tailored content and offerings that address specific interests or pain points for target accounts. Website Personalization Ability to deliver unique content for each account that visits a company's website. Content Creation and Distribution Allows companies to create and distribute personalized content within an account-based marketing strategy. Retargeting Ability to retarget the correct buyer personas within targeted accounts from your website. Show More ##### ## Platform Data (4) Measurement Measure the influence and performance of ABM programs for each targeted audience. Revenue Analytics Provides a complete view of how all ABM programs drive revenue. Campaign Measurement Provides the ability to measure how advertising campaigns peformed by showing ad engagement metrics. Attribution Ability to attribute which digital ads influenced a deal closing, as well as conversions per account as they engage with your website. Show More ##### ## Platform Additional Functionality (1) Integrations 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. Show More ##### ## Platform Reporting (2) Measurement Ability to monitor page views and conversions per account as they engage with a personalized website and content. Dashboards Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing. Show More ##### ## Matching (3) Priority Matching Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information. Account Tiebreakers Provides tiebreaking features when leads match to multiple accounts. Fuzzy Matching Provides matching logic features for special characters, acronyms, and other complex names. Show More ##### ## Routing (4) Match and Route Automatically routes matched leads directly to account owners. Multi-Objects Allows users to build custom routing rules. Territories Allows users to assign leads to selected territories and regions. Working Hours Allows users to configure schedules so leads are routed only during working hours. Show More ##### ## Platform Operations (8) Service level Agreements Allows users to configure service level agreements so leads get matched and routed as fast as possible. Audit Logs Provides features to audit any leads that were misrouted to incorrect accounts. Duplicate Match Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts. Capping Limits the number of leads to assign to sales reps. Analytics Provides analytics for tracking and monitoring routing. Integrations Provides integrations for CRMs and marketing automation platforms. Alerts & Notifications Sends an alert to salespeople when a lead is routed to them. AI Lead Matching & Routing Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads. Show More ##### ## Data Availability - Marketing Account Intelligence (1) Technographic Data Availability Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used Show More ##### ## Data Accuracy - Marketing Account Intelligence (1) Technographic Data Accuracy Is this technographic data accurate and up to date? Show More ##### ## Agentic AI - Visitor Identification (3) Cross-system Integration Works across multiple software systems or databases 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. Show More ##### ## Agentic AI - Lead Scoring (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 Decision Making Makes informed choices based on available data and objectives AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## 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 Show More ##### ## Agentic AI - Sales Intelligence (9) 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 AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Third-Party Integrations Set up connections to third-party platforms to improve business processes Calendar/Reminder System Notifications/alerts for upcoming events or tasks Show More ##### ## Agentic AI - Account Data Management (5) 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 Show More ##### ## Agentic AI - Marketing Account Intelligence (4) 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 Show More ##### ## Agentic AI - Account-Based Analytics (5) 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 Show More ##### ## Agentic AI - Account-Based Orchestration Platforms (5) 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 Show More ##### ## Agentic AI - Account-Based Advertising (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 Decision Making Makes informed choices based on available data and objectives AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ##### ## Artificial Intelligence (4) AI-Powered Data Analysis Monitors and analyzes a large amount of data points, such as buyer intent and engagement signals to help identify priority accounts or leads. AI Personalization Uses AI to automatically generate personalized emails, content, or messaging based on account intelligence and signals. Generative AI Use AI to generate content in the form of text, images, videos, etc. Campaign Personalization Show More ##### ## 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 Show More ##### ## Additional Functionality (300) Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Lead Generation Manage the process of attracting and converting business prospects into leads Lead Notifications Real-time alerts or notifications that inform teams about new leads or prospects Generative AI Use AI to generate content in the form of text, images, videos, etc. Lead Capture Automatically identify and save contact information of potential customers Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data API Application programming interface that allows for integration with other systems/databases Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Real-Time Reporting Active reporting of data and metrics Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Multi-Channel Attribution A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey Customer Segmentation Process of dividing customers into groups based on common characteristics Database Support Supports common databases such as MySQL and Oracle Summary Reports Prioritization Arrange tasks based on the level of priority or urgency Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Customizable Reports Alter the layout and content of reports Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Activity Tracking Track and document all activities across devices, networks, and other systems Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Content Marketing Publish and distribute content to targeted audiences Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns B2B Lead Generation Manage the process of attracting and converting business prospects into leads Real-Time Updates Receive system updates as soon as any changes are made AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Web Traffic Reporting Collect and analyze traffic data about website visitors Data Import/Export Import and export data to and from software applications Customer Activity Tracking A report showing what actions customers perform Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Competitive Analysis Evaluating strengths and weaknesses of companies with the same target audience Predictive Analytics Predict future data based on historical data sets Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Sales Management Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Built-In Database A system that allows access to a database structure without relying on an external program Real-Time Notifications Notifications that are delivered to users as soon as an event occurs CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Contact Management Manage, organize, and store contact information Real-Time Analytics Analyze and gain insights into data in real-time Data Visualization Graphical representation of data Lead Nurturing Engage with a lead throughout the sales process by actively providing information Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Customer Profiles Record customer information, purchase history, and other notes 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 Content Delivery Distributing content through various platforms or channels Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Lead Nurturing Engage with a lead throughout the sales process by actively providing information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Prioritization Arrange tasks based on the level of priority or urgency Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Content Creation The ability to create unique content Content Delivery Distributing content through various platforms or channels Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Lead Nurturing Engage with a lead throughout the sales process by actively providing information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Prioritization Arrange tasks based on the level of priority or urgency Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Content Creation The ability to create unique content Content Delivery Distributing content through various platforms or channels Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Lead Nurturing Engage with a lead throughout the sales process by actively providing information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Prioritization Arrange tasks based on the level of priority or urgency Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Content Creation The ability to create unique content Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Interaction Tracking Track interaction history by documenting conversations for contacts Customizable Fields Customize data fields to support various needs and use cases Multiple Scoring Models Create multiple models or equations for generating scores CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Segmentation Process of dividing customers into groups based on common characteristics Predictive Analytics Predict future data based on historical data sets Prioritization Arrange tasks based on the level of priority or urgency Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Email Marketing Create and send email blasts/campaigns Lead Nurturing Engage with a lead throughout the sales process by actively providing information Web Forms Web form that allows users to enter data that is sent and processed for different reasons Document Storage Store and organize documents in a centralized system Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Email Tracking Track delivered, received, and opened emails Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Lead Generation Manage the process of attracting and converting business prospects into leads Sales Reports Reports specific to sales analysis for trends and strategies Lead Distribution Route and distribute your leads to third party buyers Data Enrichment Combines data from internal sources with disparate data from other internal systems or external sources AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Lead Capture Automatically identify and save contact information of potential customers Reminders Timed notification for any upcoming task, deadline, appointment, or activity Generative AI Use AI to generate content in the form of text, images, videos, etc. Forecasting Form predictions based on past and present data/trends Email Templates Pre-made examples and templates for emails Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Contact Management Manage, organize, and store contact information Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Lead Generation Manage the process of attracting and converting business prospects into leads Data Integration Combining data from different sources and providing a unified view Customer Activity Tracking A report showing what actions customers perform Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Campaign Segmentation Group campaigns by project, client, or campaign for better management. Lead Capture Automatically identify and save contact information of potential customers Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Real-Time Analytics Analyze and gain insights into data in real-time Email Management Manage, store and organize emails within the system or via third-party apps Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Template Management Create, save, and re-purpose templates for emails, forms, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Predictive Analytics Predict future data based on historical data sets Surveys & Feedback Gauge satisfaction and receive information for improvement and success Personalization Adjust communications based on previous interactions or personal preferences Campaign Planning Plan and strategize marketing campaigns Third-Party Integrations Set up connections to third-party platforms to improve business processes Behavioral Analytics Track and analyse user behavior within a system or network Email Tracking Track delivered, received, and opened emails Campaign Analytics Track and interpret campaign performance metrics Customer Segmentation Process of dividing customers into groups based on common characteristics Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Channel Management Manage various distribution channels, build relations with channel partners, and track their performance AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention GDPR Compliance Ensure compliance with the General Data Protection Regulation protocols Customer Profiles Record customer information, purchase history, and other notes Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Multiple Data Sources Allows users to manage data from a number of sources Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Calendar Sync Synchronize with other calendars to view mutual availability and schedules CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Customizable Reports Alter the layout and content of reports Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Customer Profiles Record customer information, purchase history, and other notes Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Data Import/Export Import and export data to and from software applications Data Cleansing Removes data that is incomplete, inaccurate, or irrelevant from a dataset Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Multi-Channel Data Collection Collect information from multiple sources AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Dashboard Creation Creation and customization of dashboards Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Generative AI Use AI to generate content in the form of text, images, videos, etc. Lead Generation Manage the process of attracting and converting business prospects into leads Interaction Tracking Track interaction history by documenting conversations for contacts Predictive Analytics Predict future data based on historical data sets Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Collaboration Tools Provides a channel for team members to share media files, communicate, and work together For Sales Teams/Organizations Caters to sales teams Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data API Application programming interface that allows for integration with other systems/databases Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Reporting Active reporting of data and metrics Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Real-Time Data Receive data and information in real time A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Screen Activity Recording Capture what is happening on a computer screen Site Search Tracking Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Visitor Tracking Track visitors and purpose of visits Customer Segmentation Process of dividing customers into groups based on common characteristics Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Activity Tracking Track and document all activities across devices, networks, and other systems Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Funnel Analysis Method of analysis that visualizes the series of events that lead towards a defined goal. Widgets An extended application or connector that enables users to perform additional services with their current set of tools Alerts/Escalation System alerts about the need to escalate an issue or request Real-Time Analytics Analyze and gain insights into data in real-time Heatmaps A visual display that uses a color spectrum to show how visitors interact with areas of a web page Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Referral Tracking Log and store the source of contacts/leads Real-Time Monitoring Active monitoring of systems, applications, or networks Generative AI Use AI to generate content in the form of text, images, videos, etc. Data Visualization Graphical representation of data Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Keyword Tracking Track and monitor a specific set of keywords Pageview Tracking Customizable Reports Alter the layout and content of reports Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Visualization Graphical representation of data or processes Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Access Controls/Permissions Define levels of authorization for access to specific files or systems Time on Site Tracking Track the amount of time users spend on websites Web Traffic Reporting Collect and analyze traffic data about website visitors Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Dashboard Creation Creation and customization of dashboards Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Campaign Analytics Track and interpret campaign performance metrics 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 User Interaction Tracking Monitor user activity through engagement methods AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Multiple Site Management Website Analytics Track and analyze information regarding website visitors Content Delivery Distributing content through various platforms or channels Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Lead Nurturing Engage with a lead throughout the sales process by actively providing information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Prioritization Arrange tasks based on the level of priority or urgency Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Content Creation The ability to create unique content Show More ## Top-Rated Alternatives [ ![6sense Revenue Marketing](https://images.g2crowd.com/uploads/product/hd_favicon/fd24a8ac8ec0dd713165578a8ce5c51e/6sense-revenue-marketing.svg "6sense Revenue Marketing") 6sense Revenue Marketing 4.2/5(1,482) ](https://www.g2.com/products/6sense-revenue-marketing/reviews) [ ![Demandbase One](https://images.g2crowd.com/uploads/product/hd_favicon/c774a027c587be17b366c706735319c9/demandbase-one.svg "Demandbase One") Demandbase One 4.4/5(1,988) ](https://www.g2.com/products/demandbase-one/reviews) [ ![GTM Workspace - 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