OrbitShift Features

Assigns questions to subject matter experts and routes tasks for completion

Enables multi-stage review, commenting, and approval of proposal responses

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Updates, organizes, and stores content of a project

Assign users, roles, and manage access in order to set tasks and leave comments

Automate repetitive and manual tasks, such as auto-filling answers and auto-responses

Export files or spreadsheets with the ability to format and accomidate images

Upload files or spreadsheets from multiple sources

A repository of previously used/received RFP questions with responses

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

Create, send, and track purchase orders and their statuses

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Manage all supplier data and operations

Create, design and manage workflows for repetitive tasks

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

Enables creation, management, and tracking of product requirements & features during product production/development

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

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

Review, approve and cancel requests for goods/services to be purchased

Manage, organize, and store contact information

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

Track and manage inventory levels to maintain proper supply

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

Create, manage and track all task activities and progression

Create and manage digital catalog of products/services with their details, specifications, and price

Works across multiple software systems or databases

Define fields to pull in dynamic information.

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals.

Allow multiple users to collaborate on submissions

Maintain a repository or library of content and documents that can be reused

RFPs can be reviewed by managers before submission

Create real-time reports to compare data trends across processes, RFPs, vendors or profiles

Review and analyze existing information across documents

Train your system to interpret and transcribe voice messages

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

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Communicate using direct chat or messages within the system

Generates and edits text using machine learning

Caters to sales teams

Automate processes to manage leads, contacts, opportunities and sales activities

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

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

Predict future data based on historical data sets

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Sample files or documents that could be customized as needed or used as is

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

Pre-made examples and templates for emails

Send messages via SMS

Adjust communications based on previous interactions or personal preferences

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

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

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

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

Using different methods or channels to connect with customers

Streamlining repetitive tasks and activities through automated and predefined workflows

Sample files or documents that could be customized as needed or used as is

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

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

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

Automatically formats data in a predetermined way

Private online space that lets businesses securely share documents and provide information access to clients

Define levels of authorization for access to specific files or systems

Generate quotes or estimates for customers

Alter the layout and content of reports

Centralized repository to store content and assets

Import and export data to and from software applications

Review and analyze existing information across documents

Automated or logic-based workflows that assist in the creation of electronic documents

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

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

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

Manage the process of evaluating documents or requests submitted for approval

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

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

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

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

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

Estimate or forecast of a future scenario based on the study of present trends

The process of creating proposals in response to requests received from potential clients

Manage the process of evaluating documents or requests submitted for approval

Create proposals based on costs of labor and materials

Digitally sign online documents

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

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

Define levels of authorization for access to specific files or systems

Automatically formats data in a predetermined way

The process of creating a questionnaire and submitting it to prospective vendors.

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

Alter the layout and content of reports

Store and organize documents in a centralized system

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

Configure existing workflows to meet your organization's needs

Generate quotes or estimates for customers

Synchronize with other calendars to view mutual availability and schedules

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

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

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

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

Alter the layout and content of reports

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

Record customer information, purchase history, and other notes

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

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

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

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Import and export data to and from software applications

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Tools designed to streamline the process of lead generation and management for sales teams

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

Collect information from multiple sources

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

Creation and customization of dashboards

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

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

Manage the process of attracting and converting business prospects into leads

Track interaction history by documenting conversations for contacts

Predict future data based on historical data sets

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

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

Caters to sales teams

Improves future responses by learning from user edits and approved changes

Adapts generated responses to match company voice, tone, and specific bid context

Recommends relevant answers based on similar past responses and content library matches

Generates first-draft responses using approved organizational content and context

Allows users to generate text based on a text prompt.

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

Create proposals based on costs of labor and materials

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.

Ability to create targeted contact lists.

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.

Functionality to filter or segment data from within sales intelligence software

Offers search tools that allow users to find the data they need quickly

Alerts you to changes happening to industries, companies and people you follow

Find the people you know that can introduce you to contacts at prospects

Provides ability to create the reports that meet your business requirements

Provides ability to message contacts directly from within the sales intelligence software

Receive data and information in real time

Data results that indicate future customer interest in products

Automate processes to manage leads, contacts, opportunities and sales activities

Create and send email blasts/campaigns

Active reporting of data and metrics

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

Monitor task progress and planned accomplishments to better manage project status

Log and record hours worked and costs spent to assist in billing and invoicing

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

Allows users to create custom market intellignece dashboards

Allows users to build and export reports for market data

Allows users to inegrate dashboards with analytics platforms, CRMs and marketing automation software

How accurate and up to date is the contact data?

How accurate and up to date is the company data?

How accurate and up to date is the technographic data?

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

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

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

Program in-app and email notifications for approval milestones or actions.

Push and pull data from CRM to build proposals and update statuses with clients.

Push and pull data from quote applications to build proposals.

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.

Track, store, and access client contracts or licenses

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

Manage, organize, and store contact information

Manage and process incoming documents detailing requests for proposals

Create, design and manage workflows for repetitive tasks

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

Create, manage and track all task activities and progression

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

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

Identifies and categorizes requirements, deadlines, and response types within documents

Supports ingestion of PDFs, Word files, spreadsheets, and web-based forms for processing

Extracts structure, questions, and requirements from uploaded RFPs, RFIs, and questionnaires

Provides NLP features for filtering data collection down to specific data points

Provides a wide selection of data sources for aggregated news and MARKET data

Allows users to make custom data collection queries

Provides features for users to verify, correct, and include additional information to a lead in order to enhance data accuracy

Provides advanced data points including but not limited to company size, org charts, technology installs, company funding history,

Stores and manages approved answers, documents, and knowledge assets for reuse

Tracks content changes and enforces approval workflows for updates

Identifies redundant or outdated content and suggests consolidation or improvements

Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide

Automates the entry of collected data.

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.

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

Manage the process of planning and scheduling meetings, including agenda creation

Track and manage schedules and meetings via an integrated calendar

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

Manage, organize, and store contact information

Create, manage and track all task activities and progression

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

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

Allow users to create, edit, and sort multiple notes

Define, track, and/or automate sales activities and sales processes

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

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

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

Notifications/alerts for upcoming events or tasks

Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc.

Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc.

Does this product offer industry research data that you require?

Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used

Tracks win rates, response effectiveness, and content usage across submissions

Provides real-time coaching to sales representatives.

Track delivered, received, and opened emails

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Easily search for and add elements to a proposal.

Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval.

Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies

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

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 software to be easily used on multiple mobile devices include phone and tablet devices.

Enables integration to external systems

Defines specific deal parameters to negotiate and secure deals

Pipeline view and tracking lead status

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

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Organize customer data and accounts by user or geography

Define, track, and/or automate sales activities and sales processes

Provides users with search tools in order to find the data they need quickly

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

Allows software to be easily used on multiple mobile devices, including phone and tablet devices

Provides features for email and messaging alerts surrounding contact and company updates

Allows multiple users to access and collaborate on the platform

Provides features for users to follow domestic and international privacy and data colelction compliance laws

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

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

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

Support other types of requests such as RFB/RFI/RFQ

Track versions of RFP documents and related changes

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file