OrbitShift 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. 10 reviewers of OrbitShift have provided feedback on this feature.
Industry Research Availability
Does this product offer industry research data that you require? This feature was mentioned in 10 OrbitShift reviews.
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 (8)
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 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
Platform (11)
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.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
APIs
Enables integration to external systems
Search
Provides users with search tools in order to find the data they need quickly
User, Role, And Access Management
Allows users to grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Mobile User Support
Allows software to be easily used on multiple mobile devices, including phone and tablet devices
Alerts
Provides features for email and messaging alerts surrounding contact and company updates
Collaboration
Allows multiple users to access and collaborate on the platform
Compliance
Provides features for users to follow domestic and international privacy and data colelction compliance laws
Document Creation (4)
Customizability: Variables and Fields
Define fields to pull in dynamic information.
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
PDF Creation
Create attractive PDF versions of proposals.
Workflow (3)
Document Builder Interface
Easily search for and add elements to a proposal.
Collaborative Creation
Multiple users can edit a single document.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
Administration and Platform (5)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
CRM Integration
Push and pull data from CRM to build proposals and update statuses with clients.
CPQ Integration
Push and pull data from quote applications to build proposals.
API / Integrations
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.
Lead Facilitation (3)
Lead Qualification
Automatically calculates which leads are the most likely to become a customer. This feature was mentioned in 13 OrbitShift reviews.
Lead Follow-up
Automatically contacts all leads. 13 reviewers of OrbitShift have provided feedback on this feature.
Meeting Scheduling
Utilizes natural language processing to set up meetings. 13 reviewers of OrbitShift have provided feedback on this feature.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 13 reviewers of OrbitShift have provided feedback on this feature.
Data Entry
Based on 13 OrbitShift reviews. Automates the entry of collected data.
Integrations / APIs
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. This feature was mentioned in 13 OrbitShift reviews.
Performance Analysis (1)
Coaching
As reported in 12 OrbitShift reviews. Provides real-time coaching to sales representatives.
Sales Analysis (1)
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. This feature was mentioned in 12 OrbitShift reviews.
RFP Generation (3)
Templates
Provide standard templates for different types of RFPs
RFX
Support other types of requests such as RFB/RFI/RFQ
Versioning
Track versions of RFP documents and related changes
Submissions (4)
Collaboration
Allow multiple users to collaborate on submissions
Knowledge Base
Maintain a repository or library of content and documents that can be reused
Review
RFPs can be reviewed by managers before submission
Reporting
Create real-time reports to compare data trends across processes, RFPs, vendors or profiles
RFP Response (6)
Project Management
Tracks the progress of any RFP in real time and set milestones to improve efficiency
Content Library
Updates, organizes, and stores content of a project
Access
Assign users, roles, and manage access in order to set tasks and leave comments
Automation
Automate repetitive and manual tasks, such as auto-filling answers and auto-responses
Export
Export files or spreadsheets with the ability to format and accomidate images
Import
Upload files or spreadsheets from multiple sources
Data collection (5)
Natural Language Processing (NLP)
Provides NLP features for filtering data collection down to specific data points
Data Sources
Provides a wide selection of data sources for aggregated news and MARKET data
Custom Research Sources
Allows users to make custom data collection queries
Lead Enrichment
Provides features for users to verify, correct, and include additional information to a lead in order to enhance data accuracy
Advanced Data Collection
Provides advanced data points including but not limited to company size, org charts, technology installs, company funding history,
Analysis (3)
Custom Dashboards
Allows users to create custom market intellignece dashboards
Reports
Allows users to build and export reports for market data
Integrations
Allows users to inegrate dashboards with analytics platforms, CRMs and marketing automation software
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt. 12 reviewers of OrbitShift have provided feedback on this feature.
AI Text Summarization
As reported in 11 OrbitShift reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Market Intelligence (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - RFP (3)
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
Agentic AI - Sales Intelligence (4)
Cross-system Integration
Works across multiple software systems or databases
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
Agentic AI - AI Sales Assistant (6)
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


