Outreach Features

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

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

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.

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

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.

Organizes knowledge from fellow sales representatives and other experienced employees for reference.

Offers content and training for new hires within the tool.

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.

Records users' practice or live pitches for future reference and improvement.

Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.

Provides a scorecard to display team and/or individual performance.

Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.

Projects team sales performance publicly to reward and motivate employees.

Updates sales data in real-time so as to help teams remain close to their goals.

Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.

Records calls for future reference.

Generates an area code local to where the user is calling to increase likelihood of pick-up.

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

Gathers contacts from integrated tools, allowing users to call with one click.

Has auto-dialing or predictive dialing functionality.

Retains a log of extraneous contact information such as timezone and contact engagement.

Finds and opens saved contact information for reference at the time of a new call.

Allows users to denote which contacts they believe are prospective customers.

Allows users to take notes during or after the call for future reference.

Delivers users a daily summary of activity.

Sends automated voicemails to prospective clients who fail to answer.

Sends automated emails to increase engagement with prospective clients.

Organizes contacts based on probability of success.

Automatically transcribes and summarizes meeting discussions.

Records the rate at which emails are opened.

Records the rate at which links in emails are followed.

Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

Allows administrators to schedule out emails in advance.

Reminds administrators to follow-up on emails based on pre-set reminders.

Allows for the categorization of emails.

Allows for the creation of templates for frequently-sent emails.

Assigns achievement badges to high-performing employees based on pre-determined standards.

Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements.

Creates user profiles similar to social media pages that display private or public statuses and updates.

Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls.

Allows teams to set trackable goals within the tool.

Integrates with CRM and financial systems to help determine goals

Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

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

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

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.

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.

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Measure return on investment and leverage data to predict profitability of future projects.

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

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

Integrates with calendar software so users can seamlessly schedule calls.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Provides gamifaction features to rank sales reps on performance

Records sales calls and facilitates playback

Utilizes machine learning technology to analyze recorded sales calls

Analyzes or facilitates the analysis of recorded and stored sales calls for insight

Transcribes sales calls from speech to text

Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.

Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.

Allows users to track how previous revenue forecasts have developed over time

Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities

Reports results on revenue attainment, conversion rate, and overall revenue analytics

Allows users to view data visualizations on several devices

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

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success

Automatically associates calendar invites to update deal progress in a CRM

Automatically associates sales activities within emails to the relevant accounts in your CRM

Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM

Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Identifies accounts that sales reps aren't engaging with

Maximizes account coverage by determining the optimal number of accounts per rep

Identifies common themes among historical deals that are won or lost

Identifies common themes and actions amongst reps that close the most deals

Allows users to track the level of engagement with each account and provides insights on frequency of engagement

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Allows users to automate responses to sales leads across various channels.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Allows users to automate the handling, processing, and management of documents.

Allows users to automate the process of generating and qualifying sales leads.

Allows users to automate responses to customer inquiries across various channels.

Allows the AI agent to identify and resolve issues without user intervention.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to schedule and automate follow-ups based on prospect engagement.

Provides users the ability to prioritize outreach efforts based on lead scoring or engagement metrics.

Enables the AI agent to automate outreach across multiple channels, such as email, SMS, and social media.

Allows the AI agent to tailor outreach messages based on customer profiles or past interactions.

Allows users to track and analyze the effectiveness of automated outbound campaigns.

Allows the AI agent to enhance inbound lead profiles by gathering additional information from external sources.

Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Enables the AI agent to respond instantly to inbound inquiries, improving response times.

Enables the AI agent to assess inbound leads and determine their sales readiness.

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

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

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

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

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

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

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

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Connects to multiple software systems or databases to gather relevant context data for AI agents

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Turns unstructured conversation data into clear, actionable insights for coaching, deal analysis, and operational improvement

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Augments, improves or enriches CRM data

Gathers actionable insights from customer interactions for strategic decison making

Flags deals at risk, declined engagement, stalled opportunities, or other warnings in order to prevent issues from escalating

Coordinates and aligns on actions across sales, marketing, customer success, and RevOps in a unified platform

Surface insights from key deals, account signals, conversations, and win/loss patterns for offering data-driven coaching or feedback

Allows users to track pipeline to identify deals that are stalled, at risk, and future opportunities

Collects and organizes customer interaction data from multiple channels or systems