Prolifiq.ai CRUSH Features
Incentives (4)
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Badges
Assigns achievement badges to high-performing employees based on pre-determined standards.
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Triggers
Automatically recognizes achievements that should be added to the leaderboard.
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Commission Calculator
Helps users determine sales goals by calculating potential commission rates.
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Leaderboards
Highlights top-performing employees to publicly reward their achievements.
Personalization (6)
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Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates.
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Custom Reports
Generates reports with customizable fields to further understand employee performance.
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Dashboards
Visualizes individual and team insights such as new leads and outbound calls.
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Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Sales Reports
Reports specific to sales analysis for trends and strategies
Incentive Management
Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
Administrative (2)
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance.
Sales Team (3)
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Flexible Sales Process
Can operate under at least two distinct sales methodologies
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Training Mode
Includes recording and review capabilities to train new salespeople or review old deals
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Playbooks
Creates and stores multiple playbooks for sales
Intelligence (3)
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Opportunity Identification
Highlights cross-sell, upsell, and white space opportunities
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Zero-touch Renewals
Can fully automate the deal renewal process
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Smart Content
Suggests content appropriate to stage and tone of the deal
Mapping (2)
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Multiple Org Charts
Allows multiple relationship maps for each account and opportunity
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Stakeholder Roles
Includes explicit definitions of stakeholder roles
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 Performance Management (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 - Customer Revenue Optimization (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
Additional Functionality (66)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Updates
Receive system updates as soon as any changes are made
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
Benchmarking
Compare key metrics for the business against prominent players in the industry
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
For Sales Teams/Organizations
Caters to sales teams
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Sales Planning
Define sales targets and create strategies to meet goals or marketing results
Single Sign On
Allow users to access multiple services after entering their login credentials once
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Forecasting
Form predictions based on past and present data/trends
Quota Planning
Plan target quotas that sales representatives are expected to meet within a specific period.
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Rewards Points
A type of incentive earned through making purchases in select categories.
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Branding
Add customized logos and colors to align with company branding
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Territory Management
Organize customer data and accounts by user or geography
Performance Appraisal
Evaluation process that provides feedback on an employee's job performance
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Sales Onboarding & Training
Process of training new hires by providing them with sales tools and knowledge needed to complete the job
Employee Recognition
Acknowledge and reward employees for reaching specific goals and/or for exemplary performance
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Ratings/Reviews
Ratings/Reviews
API
Application programming interface that allows for integration with other systems/databases
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Assignment Management
Assign issues and tasks based on availability or required skills
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Electronic Signature
Digitally sign online documents
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Email Management
Manage, store and organize emails within the system or via third-party apps
Commenting/Notes
Leave comments and notes on documents for others to view
Data Import/Export
Import and export data to and from software applications
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Interaction Tracking
Track interaction history by documenting conversations for contacts
Product Catalog
Present a catalog of inventory that customers can view
Live Chat
Ability to chat online in real time
Sales Pipeline Management
Pipeline view and tracking lead status
Appointment Scheduling
Schedule appointments via a calendar
Email Templates
Pre-made examples and templates for emails
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Transfers/Routing
Transfer queries and organize messages between agents
Activity/News Feed
Continuous profile-based stream of news and activity
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Mobile Access
Access software remotely via mobile devices
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile App
Access the system via a mobile application
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows


