Pitcher Features
Content Management (7)
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Content Import
Ability to import sales and marketing collateral built outside of the solution
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Content Creation
Provides capabilities for building unique sales and marketing content within the product.
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Templates
Provides pre-built templates for fast and simple content creation.
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Advanced Search
Able to easily search, locate, and retrieve relevant content.
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Content Library
Centralized repository to store content and assets
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Analytics (5)
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Reporting
Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l
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Alerts
Sends a notification when a prospect engages or interacts with content.
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Account-Based Engagement
Tracks the level of engagement for a specific account based on the presented content.
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Content Utilization
Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
Prioritization
Arrange tasks based on the level of priority or urgency
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (15)
Opportunity and Pipeline Management
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
Data Entry
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.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Call Management
Document Management
Store, manage, and track all electronic documents in a centralized location
Contact Management
Manage, organize, and store contact information
Task Management
Create, manage and track all task activities and progression
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Notes Management
Allow users to create, edit, and sort multiple notes
Sales Activity Management
Define, track, and/or automate sales activities and sales processes
Email Management
Manage, store and organize emails within the system or via third-party apps
Performance Analysis (4)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Email Tracking
Track delivered, received, and opened emails
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Sales Analysis (2)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Integrated Workflows (13)
Task Management
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
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.
Calendar
Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Sales Pipeline Management
Pipeline view and tracking lead status
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Repeatability and Reportability (5)
Content Management
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
Provides gamifaction features to rank sales reps on performance
Planning (14)
Strategy
Define strategies to gather retail intelligence and use the insights to plan retail activities
Activities
Provide standard retail execution activities that can be customized by users
Inventory Management
Track and manage inventory levels to maintain proper supply
Field Sales Management
Manage or track sales completed by field teams/employees
Task Management
Create, manage and track all task activities and progression
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Returns Management
Track and facilitate returns of products sold
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workforce Management
A set of processes to optimize the productivity of its employees
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Contract/License Management
Track, store, and access client contracts or licenses
Execution (5)
Collaboration
Allow employees, managers, and retailers to collaborate on retail execution tasks
Field Execution
Provide features for field employees, such as route planning, GPS search, or messaging
Data Collection
Include features for field employees to collect data, capture photos, and create orders
Real-Time Data
Receive data and information in real time
In-Store Execution
Handle all promotion activities and brand strategy for products at retail stores
Performance (3)
Team
Monitor team performance metrics such as territory coverage or amount of new sales
Retailer
Analyze the performance of each retailer to identify issues and optimize execution
Compliance
Track compliance with internal policies such as Minimum advertised price (MAP)
Course Authoring (5)
Course Builder
Allows users to create sales training courses
Questions
Provides a range of premade question types for sales training courses
Instructor-Led Training
Enables for design of classes that are led by an instructor.
Customized Learning Paths
Allows managers to create custom learning paths based on role, or experience
Video simulations
Provides video coaching features with object handling scenarios
Course Management (5)
Gamification
Motivates users by tracking points, achievements, and badges.
Assessments
Enables the design and administration of tests and quizzes.
Certifications
Provides custom certifications to distribute after course completion.
Manager Portals
Allows managers to see progress of trainees
Feedback
Provides features for coworkers and managers to provide feedback on sales training lessons
Platform (11)
File support
Supports various file types including video
Mobile support
Allows users to access training content from mobile devices
Integration
Integrates with sales software such as sales performance management
E-Signature
Allows the signor to easily and intuitively sign documents.
Proposals
Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
CPQ
Provides users with configure, price and quote capabilties.
Video Proposals
Allows users to attach video proposals within the virtual sales room.
Content Sharing
Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.
Content Management
Provides users with a repoistory of relevant content to share with clients.
Video Conferencing
Allows users to run video calls within the browser.
Chat
Allows users to chat with prospects within the virtual sales room.
Onboarding (3)
Documentation
Manages files and documents required to onboard new employees.
Coaching
Assign coaches to new employees based on role and experience.
Programs
Define various types of onboarding programs that can be customized by role or team.
Content Creation (1)
Content Management
Ability to centralize, organize, and store content in a holistic way for easy and timely retrieval throughout the consumer's journey.
Optimization (1)
ROI Reporting
Ability to measure the revenue influence and ROI of every piece of content.
AI and Automation (5)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling
Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence
Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
Machine Learning
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Territory Mapping (3)
Custom Territory Mapping
Allows users to control of the sizes, shapes, and quantites of sales team areas
Strategic Selling
Allows users to map your customers to strategically incorporate them into your canvassing and field sales
Automatic Rep Assignment
Automatically assigns reps to new sales opportunities that are within their current territories
Route Planning (3)
Lead Priority
Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts
Optimized Sales Routes
Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.
Map Directions
Provides users with live directions en route to the final destination
Sales Performance Management (3)
Gamification
Provides users with engaging sales competitions
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Performance Dashboards
Provides field sales statistics for all sales reps
Sales Rep Tracker
Provides data on the data on the performance and whereabouts of reps in the field
Presentation and Forms (3)
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Video and Interactive Media
Provides video capabilties that field reps can use during field sales calls
Digital Contracts
Allows field reps to create digital contracts within the software
E-signature
Allows users to collect e-signatures within the software
Deal Analytics (3)
Engagement Tracking
Track who is looking at proposals and how often or for how long.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Administration and Security (3)
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.
Regulatory Compliance
Meets required regulartory compliances.
Integrations (3)
CRM Integration
Provides features to intregate with CRM software.
Internal Messaging Systems Integration
Provides features to integrate with internal messaging systems.
Video Conferencing Integration
Provides features to integrate with vidoe conferencing software.
Generative AI (7)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
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
AI Text-to-Speech
Simulates human-like speech from text inputs.
Value Content Types - Value Selling Tools (3)
Business Case Creation
Ability to create customized business cases that demonstrate potential business impact of a product
ROI/TCO Calculators
Ability to create ROI calculators that showcase how value will be recognized more than cost
Post-Sales Value Realization
Ability to show post-sales how value has been received during customer lifecyle
Value Content Management - Value Selling Tools (6)
Content Editing
Ability to edit business cases and value analyses within the tool
Content Sharing
Ability to share value analyses with customers and prospects
Usage Analytics
Track utilization of value analyses generated by the team
Value Templates
Create templatized value analyses to easily edit and publish
Currency/Conversion Rates
Provide ability to leverage preferred currencies to portray value
Integrations
Ability to integrate with key systems such as CRM software
Agentic AI - Digital Sales Room (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
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
UTM Parameters Integration
Text-based tags or codes added to the end of a URL that monitor and track link performance
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Value Selling Tools (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
Agentic AI - Salesforce AppExchange Apps (7)
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
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
Agentic AI - Sales Enablement (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Engagement (8)
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
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
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Agentic AI - AI Sales Assistant (8)
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
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
Agentic AI - Content Experience Platforms (6)
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
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Learning Management - Sales Enablement (3)
Sales Training
Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.
Sales Coaching
Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
Sales Onboarding
Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.
Revenue Enablement - Sales Enablement (4)
Cross-Functional Alignment
Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way
AI and Automation
Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
End-to-End Customer Journey Insights
Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customization - AI Sales Roleplay Tools (3)
Scenario Creation
Ability to create and customize structured practice scenarios based on real sales situations
Customizable AI Personas
Ability to choose voice and personality traits of different buyer persona simulations
Multiple Roleplay Type
Offers different roleplay types
Agentic AI - AI Sales Roleplay Tools (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Platform - AI Sales Roleplay Tools (5)
Skill-Based Certification
Provides assessments and certifications at scale to verify that sales reps are ready for real customer interactions
Low-Latency Conversations
Provides a natural, hyper-realistic back-and-forth dialogue with industry-leading low latency
Cross-system Integration
Integrates with existing software systems to allow practice scenarios and analytics to connect with real sales performance data
Roleplay Buyer Simulation
Simulates realistic buyer interactions such as cold calls, objection handling, negotations, sales demos, etc.
Methodology Alignment
Ability to be trainable on specific sales frameworks such as MEDDIC, Challenger, or proprietary company playbooks
Feedback Analysis - AI Sales Roleplay Tools (4)
Roleplay Reviews
Analyzes and evaluates roleplay submissions automatically at scale
Real-Time AI Coaching & Feedback
Provides immediate AI-powered feedback and coaching recommendations
Speech Analysis
Analyzes voice, tone, and conversation style, and call-level metrics
Performance Scoring & Analytics
Grades roleplays with rubrics, and tracks performance metrics to help identify skill gaps
Additional Functionality (151)
Email Response Control
Speech Recognition
Train your system to interpret and transcribe voice messages
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Chat/Messaging
Communicate using direct chat or messages within the system
AI Writing Assistant
Generates and edits text using machine learning
For Sales Teams/Organizations
Caters to sales teams
Sales Automation
Automate processes to manage leads, contacts, opportunities and sales activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Predictive Analytics
Predict future data based on historical data sets
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Templates
Sample files or documents that could be customized as needed or used as is
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Email Templates
Pre-made examples and templates for emails
SMS Messaging
Send messages via SMS
Personalization
Adjust communications based on previous interactions or personal preferences
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Lead Engagement
Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Omnichannel Outreach
Using different methods or channels to connect with customers
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Chat/Messaging
Communicate using direct chat or messages within the system
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Content Delivery
Distributing content through various platforms or channels
Personalization
Adjust communications based on previous interactions or personal preferences
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Task Management
Create, manage and track all task activities and progression
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Tracking
Track and document all activities across devices, networks, and other systems
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
API
Application programming interface that allows for integration with other systems/databases
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Audio/Video Recording
Record audio and/or video
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Appointment Scheduling
Schedule appointments via a calendar
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
For Sales Teams/Organizations
Caters to sales teams
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Scheduling
Plan availability and assign specific time slots for tasks and resources
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Email Tracking
Track delivered, received, and opened emails
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Interaction Tracking
Track interaction history by documenting conversations for contacts
Workflow Management
Create, design and manage workflows for repetitive tasks
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Lead Capture
Automatically identify and save contact information of potential customers
Call Recording
Record the audio of phone conversations for quality assurance purposes
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Document Management
Store, manage, and track all electronic documents in a centralized location
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Video Support
Supports various video file formats
Microsoft Outlook Integration
Audio File Management
Supports audio files
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Contact Management
Manage, organize, and store contact information
Goal Management
Allows employees to set and manage work or career related goals
Sales Planning
Define sales targets and create strategies to meet goals or marketing results
Mobile Access
Access software remotely via mobile devices
CRM Integration
Integration with third-party CRM systems
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Gamification
Games or game-like elements to track progress and reward accomplishments
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Microlearning
Distribute training content in bite-size pieces that can be consumed in short periods of time
Content Sharing
Digitally share pre-made materials and self-created content with others
Real-Time Data
Receive data and information in real time
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Auto-Dialer
System that automatically dials calls
For Sales Teams/Organizations
Caters to sales teams
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Image Capture
Process images and automatically scan for data
For Sales Teams/Organizations
Caters to sales teams
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Sales History
Information about revenue from sales of a particular product in the past.
Form Builder
Adds a customizable form to the landing page, usually for the purposes of lead generation
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Merchandising
The activity of promoting the sale of goods at retail
Image Recognition
Ability of software to identify an image among other data
For Retail
For Retail Stores
Multi-Location
Manage and support multiple locations
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
On-Shelf Availability
Ensures the product is readily accessible on store shelves for purchase
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Geographic Maps
Visualize locations on a map
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Electronic Signature
Digitally sign online documents
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Import/Export
Import and export data to and from software applications
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Checklists
An itemized to do list that can be edited as tasks are completed
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Mobile Access
Access software remotely via mobile devices
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Customer History
Access previous interactions or concerns to maintain customer relationships
Document Storage
Store and organize documents in a centralized system
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Lead Capture
Automatically identify and save contact information of potential customers
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
API
Application programming interface that allows for integration with other systems/databases
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Customizable Forms
Customize contracts and forms to collect specific information
Payment Collection in the Field
Swipe a credit card or manually process payments while with the customer in the field
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
Dispatch Management
Manage sending personnel and resources to a site as needed
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Mobile Access
Access software remotely via mobile devices
Activity Tracking
Track and document all activities across devices, networks, and other systems
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Sales Activity Management
Define, track, and/or automate sales activities and sales processes
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Territory Management
Organize customer data and accounts by user or geography
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Conversation Intelligence (1)
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Progress Tracking (1)
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
AI/Machine Learning (1)
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Decision Support (1)
Decision Support
Tools that provide relevant information at specific times to support judgments and courses of action
Self-Directed Repeatable Practice (1)
Self-Directed Repeatable Practice
Repeatable self-directed practice without a human trainer
AI Buyer Persona Simulation (1)
AI Buyer Persona Simulation
Conversational AI simulating two-way sales interactions with AI-generated buyer personas
Roleplay Scenario Builder (1)
Roleplay Scenario Builder
Create and customize roleplay scenarios with dynamic AI responses (no fixed scripts)
Sales Scenario Practice Library (1)
Sales Scenario Practice Library
Practice common sales scenarios (discovery calls, cold outreach, objection handling, negotiation, closing)
Automated AI Coaching Feedback (1)
Automated AI Coaching Feedback
Automated AI-generated feedback and coaching insights (performance summaries, recommendations)
AI Roleplay Scoring & Rubrics (1)
AI Roleplay Scoring & Rubrics
Automated evaluation and scoring of roleplay submissions (rubrics, criteria, performance indicators)
Reporting/Analytics (1)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Sentiment Analysis (1)
Sentiment Analysis
Categorize emotions expressed and identify if they are positive, negative or neutral
Hyper-Realistic Voice Simulation (1)
Hyper-Realistic Voice Simulation
Natural, hyper-realistic dialogue with low latency
Third-Party Integration (1)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Sales Framework Customization (1)
Sales Framework Customization
Trainable on specific sales frameworks (MEDDIC, Challenger, proprietary playbooks)
Sales Readiness Certification (1)
Sales Readiness Certification
Assessments and certifications to verify sales rep readiness at scale
Conversational AI (1)
Conversational AI
Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses


