Leadership Connect Features
Data Availability (4)
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
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?
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
Platform (17)
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
CRM Integration
Integrates with common CRM databases.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Real-Time Analytics
Analyze and gain insights into data in real-time
Campaign Analytics
Track and interpret campaign performance metrics
Acquisition & Mobilization (11)
Constituent Database
Offers basic database functionality to track supporter and volunteer information.
Volunteer Management
Manages actions and permissions for volunteers, and enables them to create personalized outreach links to share with networks.
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Contact Management
Manage, organize, and store contact information
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Forms Management
Store, manage and track all forms in a centralized location
Communication Tools (2)
Multichannel Outreach
Enables targeted outreach to supporters via email, text, and social media.
Legislator Contact
Facilitates direct contact between advocates and legislators to voice opinions.
Stakeholder Management (3)
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Public Official Database
Provides access to a comprehensive database of elected officials and legislators.
Engagement Tracking
Tracks meetings and relationships for all stakeholders.
Activity Tracking
Track and document all activities across devices, networks, and other systems
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
Additional Functionality (60)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Multi-Campaign
Manage multiple campaigns in one system
Email Marketing
Create and send email blasts/campaigns
Customizable Reports
Alter the layout and content of reports
Social Advertising
Create and manage advertising campaigns on social media networks
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Email Templates
Pre-made examples and templates for emails
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Pre-Approved Content Library
A repository of content that has been approved for sharing with current and prospective clients
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Customer Advocacy
Encourage your customers to promote your company by providing materials, tools, and reward programs
Data Import/Export
Import and export data to and from software applications
Social Promotion
Market event via social media tools
Employee Advocacy
Enables employees to promote their company by supplying them with materials, tools, and reward programs
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Filtering
Find & retrieve relevant data or documents
Real-Time Updates
Receive system updates as soon as any changes are made
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Customizable Fields
Customize data fields to support various needs and use cases
Customizable Branding
Add customized logos and colors to align with company branding
Email Distribution
Nonprofit Advocacy
Enable advocates to promote nonprofit, charitable, and/or political organizations and causes
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Content Library
Centralized repository to store content and assets
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
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