Propensity Features

Overall product functionality for display advertising.

Product functionality for social advertising.

Overview of all media purchases and campaigns in a single interface.

Enables marketer to set metrics by which their campaigns are automatically optimized.

Amount and quality of inventory partner sites on which ads can be placed.

Enables marketers to edit campaigns in bulk as opposed to one piece at a time.

Allows marketer to upload campaign inventory in a single batch instead of one piece at a time.

Ensures marketer's ads are placed on respectable websites that won't damage brand image or reputation.

Ensures marketer's ad reach and performance is not inflated by bots or spam websites.

Allows marketer to set a limit on how many times a consumer sees their ad.

Allows marketer to set a daily or weekly campaign budget that the ad sever uses to make appropriate bids.

Tools offered for creating and optimizing creative components of campaigns.

Supports rich media display and video ads that involve user interaction.

Allows for ads to be placed in mobile apps.

Supports rich media mobile ads that involve user interaction.

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

Ads that target individuals who have previously interacted with a brand or visited a specific website

Able to target desired audiences based on demographics and behavior variables.

Able to retarget previous impressions to your site across the web to increase conversion rates.

Able to tailor ads based on consumer general region, state or designated market area (DMA).

Able to match the marketer's ad with specific content on a site or page.

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Application Programming Interface - Specification for how the application communicates with other software such as other ad servers, DSPs, DMPs, etc.

Able to create custom reports to cater to specific metrics and key performance indicators.

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.

Provides features to allow scaling for large organizations.

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Enables users to create and manage campaigns with the same content in multiple languages and currencies. Marketer can place ads on websites from around the world.

Alerts marketer of the performance of particular campaigns.

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage advertised inventory that is featured and tracked across marketing campaigns

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

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

Create, save, and store files

Create, design and manage workflows for repetitive tasks

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

Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.

Track and manage schedules and meetings via an integrated calendar

Create, manage and track all task activities and progression

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Specify or track the date/time a project, task, etc., is due for completion

Manage contact details and communication with clients

Plan and coordinate all the resources, costs and time needed to execute assignments

Syncs lead data within the sales database for consistency and accuracy

Provides analysis on lead scores, funnel insights, and both open and closed opportunities

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Characteristics for segmenting companies or customers

Receive data and information in real time

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Review data from past periods to reveal recurring tendencies and predict future performance

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

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

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Helps allocate marketing budget based predicted amount of incoming revenue.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Allows for custom report types to match the goals of a company.

Provides tools to analyze every stage of the customer journey to customize an account-based funnel.

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

Track and interpret campaign performance metrics

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Allows for custom report types to match the goals of a company.

Helps determine which accounts have the highest/lowest opportunity to convert.

Helps determine the direction of each individual account and how to engage through specific content.

Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.

Aligns lead scores with predefined lead distribution criteria

Matches and assigns leads to the correct sales representative

Determines which leads should be prioritized and then accelerates them up the pipeline

Integrates with lead capture and lead intelligence tools to discover leads

Creates and assigns scoring system to rank the viability of leads

Integrates with CRM or marketing automation tools to contextualize lead data

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, design and manage workflows for repetitive tasks

Track all opportunities for potential sales and convert them into recurring revenue

Create, manage and track all task activities and progression

Manage, organize, and store contact information

Track and manage schedules and meetings via an integrated calendar

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

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities

Aligns lead scores and strategy with existing sales operations

Provides detailed contact-level buyer intent data

Provides aggregated intent data for individual contacts to supply an account-level view of intent

Ability to connect offline databases to collect information that can be matched to online devices

Receive data and information in real time

Data results that indicate future customer interest in products

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

Provides the ability to customize the relevant topics that are tracked

Provides natural language processing (NLP) to identify topics within content (i.e. number of people researching a topic from a business)

Provides buyer intent alerts that can be delivered in a variety of formats (i.e. email, text message, etc.)

Ability to provide a dashboard showcasing intent that streams in real-time (as opposed to bulk deliveries)

Allows businesses to view their direct mail inventory in real time and receive alerts when inventory is low.

Ability to store/warehouse gifts and complete the fulfillment of sending direct mail to every contact within targeted accounts.

Manage, organize, and store contact information

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Manage and track all internal and external communication conducted via calls, email, text, or chat

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

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Ability to test and optimize ad creative and content.

Integrates with CRM and marketing automation software to pull contacts for the ability to serve targeted ads based on engagement data.

Brings together ABM audience creation, management, activation, and measurement all in one centralized platform.

Builds, defines, and segments targeted account audiences.

Matches leads to accounts for account-based marketing efforts.

Coordinates consistent and unified interactions across multiple channels, such as email, social media, website personalization, or direct mail.

Customizes tailored content and offerings that address specific interests or pain points for target accounts.

Ability to provide each gift status and recipient actions every step of the way.

Provides the ability for businesses to set and assign budgets for account-based direct mail campaigns.

Allows companies to create and distribute personalized content within an account-based marketing strategy.

Ability to retarget the correct buyer personas within targeted accounts from your website.

Measure the influence and performance of ABM programs for each targeted audience.

Provides a complete view of how all ABM programs drive revenue.

Ability to measure the conversion rate of accounts that can be attributed to account-based direct mail efforts.

Provides the ability to measure how advertising campaigns peformed by showing ad engagement metrics.

Ability to attribute which digital ads influenced a deal closing, as well as conversions per account as they engage with your website.

Ability to integrate with other martech software that helps account-based programs, including but not limited to CRM software, marketing automation software, buyer intent data tools, etc.

Ability to monitor page views and conversions per account as they engage with a personalized website and content.

Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing.

Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges.

Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges.

Works across multiple software systems or databases

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

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

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

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

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

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

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

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

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

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Organize and schedule projects

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

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

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Monitors and analyzes a large amount of data points, such as buyer intent and engagement signals to help identify priority accounts or leads.

Uses AI to automatically generate personalized emails, content, or messaging based on account intelligence and signals.

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

Predefined actions automatically performed on the occurance of specific events

Manage the process of attracting and converting business prospects into leads

Real-time alerts or notifications that inform teams about new leads or prospects

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

Automatically identify and save contact information of potential customers

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

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

Visualize and analyze customer experience across all touchpoints and channels

Active reporting of data and metrics

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

A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey

Process of dividing customers into groups based on common characteristics

Supports common databases such as MySQL and Oracle

Arrange tasks based on the level of priority or urgency

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Alter the layout and content of reports

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

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

Search and filter data across systems to locate required information by entering keywords or certain criteria

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

Review data from past periods to reveal recurring tendencies and predict future performance

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

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Publish and distribute content to targeted audiences

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

Manage the process of attracting and converting business prospects into leads

Receive system updates as soon as any changes are made

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

Collect and analyze traffic data about website visitors

Import and export data to and from software applications

A report showing what actions customers perform

Track visitors'/audience's responses across web pages and other optimized content

Evaluating strengths and weaknesses of companies with the same target audience

Predict future data based on historical data sets

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

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

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

A system that allows access to a database structure without relying on an external program

Notifications that are delivered to users as soon as an event occurs

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

Manage, organize, and store contact information

Analyze and gain insights into data in real-time

Graphical representation of data

Engage with a lead throughout the sales process by actively providing information

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Record customer information, purchase history, and other notes

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

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

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

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

Engage with a lead throughout the sales process by actively providing information

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

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

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

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

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

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

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

Engage with a lead throughout the sales process by actively providing information

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

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

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

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

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

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

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

Engage with a lead throughout the sales process by actively providing information

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

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

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

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

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

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

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

Engage with a lead throughout the sales process by actively providing information

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

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

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

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content

Assemble applications and processes by dragging over and arranging pre-built components

Track interaction history by documenting conversations for contacts

Customize data fields to support various needs and use cases

Create multiple models or equations for generating scores

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

Process of dividing customers into groups based on common characteristics

Predict future data based on historical data sets

Arrange tasks based on the level of priority or urgency

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

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

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

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

Create and send email blasts/campaigns

Engage with a lead throughout the sales process by actively providing information

Web form that allows users to enter data that is sent and processed for different reasons

Store and organize documents in a centralized system

Search and filter data across systems to locate required information by entering keywords or certain criteria

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

Track delivered, received, and opened emails

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

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

Manage the process of attracting and converting business prospects into leads

Reports specific to sales analysis for trends and strategies

Route and distribute your leads to third party buyers

Combines data from internal sources with disparate data from other internal systems or external sources

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

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

Notifications that are delivered to users as soon as an event occurs

Automatically identify and save contact information of potential customers

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

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

Form predictions based on past and present data/trends

Pre-made examples and templates for emails

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

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

Streamlining repetitive tasks and activities through automated and predefined workflows

Track and interpret campaign performance metrics

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

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Graphical representation of data

Measure time to completion or hours worked for projects

Receive system updates as soon as any changes are made

Import and export data to and from software applications

Receive data and information in real time

Track user conversions from all digital sources

Arrange tasks based on the level of priority or urgency

A visual display that uses a color spectrum to show how visitors interact with areas of a web page

Add customized logos and colors to align with company branding

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

Assemble applications and processes by dragging over and arranging pre-built components

Observe and track the demand, usage, progress or quality of a system, product, or user

Define levels of authorization for access to specific files or systems

Search and filter data across systems to locate required information by entering keywords or certain criteria

Adjust communications based on previous interactions or personal preferences

Active reporting of data and metrics

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

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

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

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

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

Attach digital tags to documents and assets for identification, search, or monitoring purposes

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

Track and analyze user behavior within a system or network

Track the status and progress of tasks

Leave comments and notes on documents for others to view

Track and manage the scheduling of tasks

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

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Optimize and manage the search engine optimization efforts for a website or digital content

Assemble applications and processes by dragging over and arranging pre-built components

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

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

Gauge satisfaction and receive information for improvement and success

Import and export data to and from software applications

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

Active reporting of data and metrics

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

Receive data and information in real time

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Capture what is happening on a computer screen

Review data from past periods to reveal recurring tendencies and predict future performance

Track visitors and purpose of visits

Process of dividing customers into groups based on common characteristics

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

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

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Method of analysis that visualizes the series of events that lead towards a defined goal.

An extended application or connector that enables users to perform additional services with their current set of tools

System alerts about the need to escalate an issue or request

Analyze and gain insights into data in real-time

A visual display that uses a color spectrum to show how visitors interact with areas of a web page

Search and filter data across systems to locate required information by entering keywords or certain criteria

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

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

Log and store the source of contacts/leads

Active monitoring of systems, applications, or networks

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

Graphical representation of data

Track visitors'/audience's responses across web pages and other optimized content

Track and monitor a specific set of keywords

Alter the layout and content of reports

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Graphical representation of data or processes

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

Notifications that are delivered to users as soon as an event occurs

Define levels of authorization for access to specific files or systems

Track the amount of time users spend on websites

Collect and analyze traffic data about website visitors

Observe and track the demand, usage, progress or quality of a system, product, or user

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Creation and customization of dashboards

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track and interpret campaign performance metrics

Add customized logos and colors to align with company branding

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

Monitor user activity through engagement methods

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

Visualize and analyze customer experience across all touchpoints and channels

Establish measurable goals and objectives and track their progress over a specific period of time

Track and analyze information regarding website visitors

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

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

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

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

Engage with a lead throughout the sales process by actively providing information

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

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

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

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content