FunnelStory Features

Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it.

Allows users to view data visualizations on several devices.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Provides scores or rankings of each prospect based on the data provided.

Provides insights to determine which deals already in the pipeline have the best chance of closing.

Warns sales teams of accounts that may be at risk of being lost.

Provides live customer data so that sales organizations forecasts stay current.

Create budgets based on historical data and future projections

Evaluating strengths and weaknesses of companies with the same target audience

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

Apply statistical/mathematical models to sets of data

Updates every time a change is made enabling users to trace a deal through the pipeline.

Enables competition between a sales team by providing things like challenges and scoreboards.

Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Predict future data based on historical data sets

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

Create, manage and track all task activities and progression

Manage, organize, and store contact information

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

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

Create, design and manage workflows for repetitive tasks

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

Ability to export customer journey maps in a variety of formats to present and analyze.

Allow team members to invite others to collaborate on journey maps and make direct changes.

Provide the ability to compare the experiences of multiple personas in one journey map.

Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.

Predict future data based on historical data sets

Track and analyse user behavior within a system or network

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

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

Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).

Automates the testing and optimization of customer-facing messaging and campaigns.

Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).

Ability to measure product usage by feature, campaign performance by source, and other trending metrics.

Provides dashboards to combine and visualize quantitative and qualitive customer journey data.

Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.

Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.

Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.

Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.

Generates a score that represents the likelihood of customer churn and customer satisfaction.

Catalogues and organizes a profile for each customer where every data point is attributed to.

Set alerts for customer profiles in need of urgent attention and resolution.

Calculate NPS of customers

Service quality is measured in real time to provide alerts to case managers on opportunities for improvement

Predict future data based on historical data sets

Measures the business value of each customer and their contribution to the company bottom line.

AI technologies like NLP, NLU, and/or NLG are used to analyze and process text provided by customer interactions.

The product automatically discerns customer sentiment from text and/or calls for proactive action.

Calculates the likelihood of your customers continuing to use your product or leaving.

Track and analyze user behavior within a system or network

Track and interpret metrics on the usage of company resources

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

Integration with third-party CRM systems

Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time.

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

Automatically identify and save contact information of potential customers

Active reporting of data and metrics

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

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

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

Set & manage permission levels based on user roles and restrict access to only authorized individuals

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

Creation and customization of dashboards

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

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

Reports specific to sales analysis for trends and strategies

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

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Alter the layout and content of reports

Import and export data to and from software applications

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

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

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

Define levels of authorization for access to specific files or systems

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

Define and maintain business rules that determine workflow capabilities and criteria

Manage and handle various international currencies

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

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

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

Adjust communications based on previous interactions or personal preferences

Plan, execute, and analyze email marketing campaigns

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

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

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

Create, design and manage workflows for repetitive tasks

Display advertising and marketing messages to users based on their browsing history and preferences

Initiate interactions with customers by proactively starting conversations or providing informational content

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

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

Create, manage and track all task activities and progression

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

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

Measures the retention rate and satisfaction of customers.

Allow customers/users to submit support queries and service requests

Guide new users to understand and become proficient in using a product or service

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Tool to send questionnaires to customers to gauge feedback

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

Receive notification of issues as soon as they occur

Visualize and analyze customer experience across all touchpoints and channels

Allow customers to cancel their subscription remotely.

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

Automatically monitor and receive alerts for any new online reviews

Searchable repository of information about clients

Log and store the source of contacts/leads

Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.

Identify customers at risk of migration and activate strategies to retain them

Automate workflows and trigger campaigns based on customer actions

Log and store the source of contacts/leads

Process of dividing customers into groups based on common characteristics

Communicate using messages within the system

Streamlining repetitive tasks and activities through automated and predefined workflows

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

Create custom maps

Create and send email blasts/campaigns

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

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

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

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

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

Collating information from different sources in order to create a more valuable and helpful data set.

Allows multiple users to simultaneously annotate on a digital whiteboard

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

Graphical representation of data

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

Group collaboration to solve ideas in a productive and concentrated manner.

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

Create, design and manage workflows for repetitive tasks

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

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

Adjust communications based on previous interactions or personal preferences

Alter the layout and content of reports

Visualize and analyze customer experience across all touchpoints and channels

Record customer information, purchase history, and other notes

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

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

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

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

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

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

Gauge satisfaction and receive information for improvement and success

Import and export data to and from software applications

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

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

Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Share maps with internal and external stakeholders

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

Add customized logos and colors to align with company branding

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

Identify specific interactions between customers and brands

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.

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

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

Dictate the order and pace of an eLearning course, including the logic for how different learners progress

Process of dividing customers into groups based on common characteristics