Qstream Features
Training (4)
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Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference.
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Coaching Materials
Offers content and training for new hires within the tool.
Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
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Video Record
Records users' practice or live pitches for future reference and improvement.
Feedback (6)
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Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
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Scorecard
Provides a scorecard to display team and/or individual performance.
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Coaching Card
Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
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Leaderboard
Projects team sales performance publicly to reward and motivate employees.
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Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals.
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Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Incentives (3)
Badges
Assigns achievement badges to high-performing employees based on pre-determined standards.
Triggers
Automatically recognizes achievements that should be added to the leaderboard.
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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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Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Basics (2)
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
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Mobility
Is accessible from a mobile device and by users on the go.
Content (3)
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Content Library
Provides users with a pre-built educational library of useable content
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Customizability
Allows administrators to accommodate their unique processes. Includes ability to create custom educational content.
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Content Creation
Contains tools that allow users to create original content directly within the application
Performance (4)
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Monitoring
Provides tools to track and measure application performance
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Reporting
Provides analytics that reveal important business metrics and progress.
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Interoperability
Integrates with LMS as needed to enhance corporate training and education.
Real-Time Reporting
Active reporting of data and metrics
Training & eLearning (21)
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Assessments and Practice
Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials.
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Content Delivery and Tracking
Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.
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Content Creation
Creates training materials for instructor- and self-led courses.
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Manager Portals
Allows managers to see progress of team members.
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Content Storage and Management
Provides functionality to store, organize, and search all training content.
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Content Libraries
Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum.
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Skills Tracking
Track employee skills, competencies, training & qualifications
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Interactive Content
Allow the audience to interact or engage with the content
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Assessment Management
Creation, administration, and evaluation of assessments or tests
Assignment Management
Assign issues and tasks based on availability or required skills
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Video Management
Store and manage online video content
Learning Management
Organize and track educational activities
Training Management
Track employee/learner's progression through training programs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Course Authoring (5)
Course Builder
Allows users to create sales training courses
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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.
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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)
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Gamification
Motivates users by tracking points, achievements, and badges.
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Assessments
Enables the design and administration of tests and quizzes.
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Certifications
Provides custom certifications to distribute after course completion.
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Manager Portals
Allows managers to see progress of trainees
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Feedback
Provides features for coworkers and managers to provide feedback on sales training lessons
Platform (3)
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File support
Supports various file types including video
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Mobile support
Allows users to access training content from mobile devices
Integration
Integrates with sales software such as sales performance management
Onboarding (3)
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Documentation
Manages files and documents required to onboard new employees.
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Coaching
Assign coaches to new employees based on role and experience.
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Programs
Define various types of onboarding programs that can be customized by role or team.
Generative AI (1)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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 - Sales Coaching (6)
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
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Additional Functionality (139)
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Mobile Access
Access software remotely via mobile devices
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Gamification
Games or game-like elements to track progress and reward accomplishments
Automatic Transcription
Use AI to convert voice into text automatically
Call Recording
Record the audio of phone conversations for quality assurance purposes
Sales Reports
Reports specific to sales analysis for trends and strategies
Real-Time Analytics
Analyze and gain insights into data in real-time
Commenting/Notes
Leave comments and notes on documents for others to view
Built-in Course Authoring
Tools that allow users to create and publish courses and course material/content
Learning Paths/Tracks
Designing course materials to be completed in a sequential order for personalized learning purposes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Video Conferencing
Connect with meeting participants remotely over video
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Workflow Management
Create, design and manage workflows for repetitive tasks
Learning Management
Organize and track educational activities
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Training Management
Track employee/learner's progression through training programs
Document Management
Store, manage, and track all electronic documents in a centralized location
Content Library
Centralized repository to store content and assets
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
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
Customizable Branding
Add customized logos and colors to align with company branding
Bite-Sized Learning
Learning content offered in small, focused chunks covering a single skill or topic.
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Self-Enrollment
Learning Paths/Tracks
Designing course materials to be completed in a sequential order for personalized learning purposes
Quizzes
Brief assessments used to measure knowledge and skills
SCORM Compliance
Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Mobile Access
Access software remotely via mobile devices
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Data Import/Export
Import and export data to and from software applications
Gamification
Games or game-like elements to track progress and reward accomplishments
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Certificates
Create and distribute custom certificates for achievements or assessments.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Multi-Language
Manage and support multiple languages
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Analytics
Analyze and gain insights into data in real-time
Synchronous Learning
Real-time, interactive learning experiences where participants engage in learning activities simultaneously
Spaced Repetition
Lessons and new learning are reviewed at increasing intervals to increase knowledge retention.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Peer Learning
Students can learn from one another through creation and sharing of their own learning content such as flashcards.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Adaptive Learning
Customizable Reports
Alter the layout and content of reports
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Leaderboards
Boards that use custom metrics to show how leading performers compare to other individuals/teams
Course Authoring
Developing custom training courses for educating employees or for teachers to create courses for their students
Training Companies
Software designed for companies who offer training programs to clients
Progress Reports
Document and report the progress of ongoing projects
Academic/Education
Software specialized for schools (K-12 & Post-Secondary)
Employee Training
Certification & Licensing
Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
Virtual Classroom
Classes/sessions accessible via web browser of built-in video conferencing
Corporate/Business
Software specialized for corporate use
Video Conferencing
Connect with meeting participants remotely over video


