IntelligenceBank Features

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

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

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

System provides sufficient customization to meet business requirements

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

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

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

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

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

Manage the process of attracting and converting business prospects into leads

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

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

Manage contacts across multiple mailing lists

Access software remotely via mobile devices

Allows users to create brand guidelines at a company level, channel level, and campaign level.

Provides collaboration tools to allow teams to share and comment on assets.

Provides premade organization templates to help users organize and structure their brand assets.

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

Create targeted lists, schedule and manage bulk email sending.

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

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

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

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

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

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

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

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

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

Customize contracts and forms to collect specific information

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

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

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

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

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

Track delivered, received, and opened emails

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

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

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

Receive data and information in real time

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

Create and send email blasts/campaigns

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

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

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

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

Track visibility and traffic from search engines

Send promotional campaigns or transactional messages via text messages

Monitor activity of individuals who visit your website using cookies

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

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.

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.

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.

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

Create, design and manage workflows for repetitive tasks

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

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

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

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

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

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

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

Manage multiple campaigns in one system

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

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

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

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

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

Track and analyze user behavior within a system or network

Analyze and gain insights into data in real-time

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

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

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

Import and export large media files or folders into or from the database quickly and efficiently.

Navigating media collections is logical and elegant with visual file hierarchies and customizable thumbnail/filename display.

Able to search and filter assets by keywords and metadata.

Able to easily preview large image files and video storyboards.

Provides insights into the performance of digital content across its entire lifecycle.

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

Software supports a wide range of file types.

Automatically adds descriptive metadata like file size and upload date, can extract XMP, IPTC and EXIF metadata, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.

Automatically or manually convert files into different sizes or file types within the DAM system.

Keep track of incrementally changing versions of the same asset.

Automatically archive, delete, or revoke access to assets that have reached the end of their life cycle.

Apply visual watermarks to images and video.

Manage the licensing and copyright information for assets within the DAM system.

Houses an organization's brand guidelines in a centralized location within the digital asset management platform

The software is optimized to load, preview, search and edit video media files.

The software is optimized to load, preview, search and edit audio media files.

The software is optimized to load, preview, search and edit image media files.

Create rules that automate processes, such as converting into certain file types or routing projects to certain users for review and approval.

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

Publish media or media collections to your website or share externally via temporary hyperlink.

Allow creatives to access, edit and upload assets in the DAM system directly from design or photo/audio/video editing software.

Integrate digital assets automatically into marketing workflows and marketing technologies like web content management and e-commerce software.

Integration with content management software

Store, manage, and track all electronic documents in a centralized location

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

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Collect and maintain structured information that describes data or content

Store and manage online video content

Create, save, and store files

Configure existing workflows to meet your organization's needs

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Track and manage schedules and meetings via an integrated calendar

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Allow users a way to store and display their work

Give users the ability to build a portfolio from scratch

Offer pre-made templates for users to build their templates

Offers users the ability to edit themes and fonts

Display portfolios in a variety of formats

Display work in any file format

Provide users with their own domain name

Offers users unlimited file uploads

Provides an e-commerce function to sell work

Offers image editing capabilities.

Provides image and video resizing tools.

Offers video editing capabilties.

Integrates with external image and/or video editing tools.

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

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

Edit, touch up, and convert images for publishing

Provides filters to help search for assets.

Allows users to save a specific search result at the top of the search results page.

Auto-tags assets based on AI detected descriptive markers.

Provides users with suggestions for related or similar keywords to help refine search queries.

Sets expiration dates on assets after which they can no longer be accessed or used

Provides permissions controls to manage who can access and/or edit assets.

Allows users to request access to assets.

Allows users to generate text based on a text prompt.

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

Help users easily identify differences between different versions of an image.

Automatically recognizes and tags elements like objects, people, text, and colors.

Provides a visual guide to help users accurately align and measure elements within their designs.

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

Offers a centralized dashbaord that shows project statuses, feedback, and deadlines to streamline workflow management.

Connects with creative tools such as content creation and graphic design software.

Connects with project management tools to organize tasks, timelines, and resources.

Tracks and organizes multiple versions of a design to help wtih easy comparison and retrieval of past versions.

Ensures that creative content complies with brand guidelines and standards.

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

Store, manage, and track all electronic documents in a centralized location

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

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

Create, manage and track all task activities and progression

Create, save, and store files

Ability to handle several projects simultaneously

Specify or track the date/time a project, task, etc., is due for completion

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Allows users to set up and save custom workflows for repetitive review processes.

Sends notifications to users about updates, comments, and approval statuses.

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Plan and strategize marketing campaigns

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

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

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Plan and strategize marketing campaigns

Market event via social media tools

Add customized logos and colors to align with company branding

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

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

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

Ability to chat online in real time

Visualize and analyze customer experience across all touchpoints and channels

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

Send messages to multiple subscribers at the same time

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

Pre-made examples and templates for emails

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

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

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

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

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

Automatically identify and save contact information of potential customers

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

Automate workflows and trigger campaigns based on customer actions

Predefined actions automatically performed on the occurance of specific events

See past and upcoming campaigns and communications in a calendar view

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

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

Import and export data to and from software applications

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

A record of all activities within the system, including user access, changes made, etc.

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

Measure time to completion or hours worked for projects

Add customized logos and colors to align with company branding

Receive system updates as soon as any changes are made

Public or private sharing of digital files such as documents, audio/video, images, and more

Customize data fields to support various needs and use cases

An @mention is a way to tag or notify a specific person about a message/post

A digital list of items that need to be completed

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

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

Organize and schedule projects

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

Import and export data to and from software applications

Software specialized for corporate use

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

Leave comments and notes on documents for others to view

Review and analyze existing information across documents

Track revisions and updates made to files and navigate between different versions

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Track and manage the scheduling of tasks

Compare two documents or content pieces side by side

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

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

Store and organize documents in a centralized system

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage the process of evaluating documents or requests submitted for approval

Monitor the progress of projects from start to finish

For creative teams and agencies

Highlight content and/or make notations about parts of content

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

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

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

Track the status over time for a request, process, asset, or transaction

Define levels of authorization for access to specific files or systems

Reporting on how each user, task or process has advanced since its initiation

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

Collect and maintain structured information that describes data or content

Manage digital assets

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

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

Manage the process of evaluating documents or requests submitted for approval

Track and monitor efficient handling of all changes/transitions

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

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

Create content in various formats, such as print, PDF, HTML and more

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

Plan and coordinate all the resources, costs and time needed to execute assignments

Receive data and information in real time

Creation, approval, versioning, and distribution of visual assets and designs

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

Create, save, and store files

Search and filter data across systems to locate required information by entering keywords or certain criteria

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

Access a central warehouse of data and files for efficient and controlled distribution of assets

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

Centralized repository to store content and assets

Track revisions and updates made to files and navigate between different versions

Create, design and manage workflows for repetitive tasks

Monitor social media posts or web that mention a particular brand

Import and export data to and from software applications

Plan to upload and publish specific content on social media platforms, screens etc.

Add customized logos and colors to align with company branding

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

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

Monitor and manage customers' perceptions about a business, product, or service

Track and manage adherence to policies for any service, product, process, or supplier

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

Evaluating strengths and weaknesses of companies with the same target audience

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

Leave comments and notes on documents for others to view

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

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

Ability to present data insights in the form of a story to the audience

Facilitates online authoring and publishing of the content

Assign categories, labels, tags, or attributes to documents for organization, search and storage

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

Convert files to a different format

Access the system via a mobile application

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

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

Search and filter data across systems to locate required information by entering keywords or certain criteria

Share access to files and assets with individuals

Use AI to convert voice into text automatically

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

Collection of all assets in the system

Supports various video file formats

Move files across different systems or networks

Organize assets into folders and subfolders or tag assets based on a custom file hierarchy

Ability of software to identify an image among other data

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

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

Add customized logos and colors to align with company branding

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

Add a digital mark to show ownership of an image, video, document, etc.

Leave comments and notes on documents for others to view

Process and analyze human language in text or audio form

Store and organize documents in a centralized system

Define levels of authorization for access to specific files or systems

Track revisions and updates made to files and navigate between different versions

Store and manage images

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

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

Manage the process of evaluating documents or requests submitted for approval

Alter the layout and content of dashboards

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Store, manage, and track all electronic documents in a centralized location

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

Reporting on how each user, task or process has advanced since its initiation

Alter the default workflow to meet your organization's needs

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

Leave comments and notes on documents for others to view

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Import and export data to and from software applications

Manage, store and organize emails within the system or via third-party apps

Alter the layout and content of reports

Define levels of authorization for access to specific files or systems

Create, design and modify the flow and processes of tasks in a project

Receive data and information in real time

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

Search and filter data across systems to locate required information by entering keywords or certain criteria

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

Access software remotely via mobile devices

Customize data fields to support various needs and use cases

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

Track and report regulatory data to either internal management or external stakeholders

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

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

Create, manage, or update project workflows.

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

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

Collect and maintain structured information that describes data or content

Active reporting of data and metrics

Leave comments and notes on documents for others to view

Manage the process of evaluating documents or requests submitted for approval

Route documents and other data through one or more stakeholders for review and approval

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

The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.

Create budgets based on historical data and future projections

Create, save, and store files

See past and upcoming campaigns and communications in a calendar view

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

Track the status over time for a request, process, asset, or transaction

Define levels of authorization for access to specific files or systems

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

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

Track and manage schedules and meetings via an integrated calendar

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

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Alter the layout and content of reports

Track revisions and updates made to files and navigate between different versions

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

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

Store and organize documents in a centralized system

Track and manage the scheduling of tasks

Create, design and manage workflows for repetitive tasks

Market event via social media tools

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

Track and interpret campaign performance metrics

Creation and customization of dashboards

Create, manage and track all task activities and progression

Pre-designed project plans that can be customized

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

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

Search and filter data across systems to locate required information by entering keywords or certain criteria

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

Manage digital assets

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

Store, manage, and track all electronic documents in a centralized location

Configure existing workflows to meet your organization's needs

Plan, pay and track business related expenses.

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

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

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

Add customized logos and colors to align with company branding

Plan and coordinate all the resources, costs and time needed to execute assignments

Manage assets throughout their lifecycle to optimize profit