Salesfinity Features

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

Offers content and training for new hires within the tool.

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

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

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

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

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

Projects team sales performance publicly to reward and motivate employees.

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

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

Motivates employees by creating time-sensitive competititons that drive performance.

Records calls for future reference.

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

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

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

Has auto-dialing or predictive dialing functionality.

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

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

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

Manage, organize, and store contact information

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

Delivers users a daily summary of activity.

Sends automated voicemails to prospective clients who fail to answer.

Sends automated emails to increase engagement with prospective clients.

Organizes contacts based on probability of success.

Automatically transcribes and summarizes meeting discussions.

Software program that continuously adjusts its behavior based on observed data

Presents information about the individual being called before the call begins.

Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.

Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently.

Allows a supervisor to listen to a call and train in real time.

Reschedules calls within the software itself, either through a prompt or by the agent themselves.

Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary.

Receive data and information in real time

Ability to chat online in real time

Schedule date and time for callbacks/follow-up calls or reminders

Decides response type by determining if voice is a human response or an answering machine.

Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.

Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.

Condenses long documents or text into a brief summary.

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

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

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

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

Computer-telephony integration is the use of computers to manage telephone calls

Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.

Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.

Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.

Listen to live phone conversations for the purpose of training and assessing agent performance

Active monitoring of systems, applications, or networks

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

Turns text into natural sounding speech

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

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

Sends voice calls to a specific queue based on predetermined criteria

Provide agents with a typical response for common call subject matter

Manage, organize, and store contact information

System automatically dials the next number on the contact list after the previous call ends

System provides callee information to agent prior to the call to help determine whether or not to make the call

System that automatically dials calls

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Active reporting of data and metrics

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

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

System calls multiple numbers at once and connects the agent to the first number that answers

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Identify which applications need to exchange data and enable these data connections

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

Distribute/route/connect calls

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

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

Track interaction history by documenting conversations for contacts

Identify the number and contact information of a caller before answering the phone

Transfers live calls to other agents

Track and report on call outcomes

Computer-based system that allows users to send and receive voice messages

Communicate using direct chat or messages within the system

Dials outbound calls automatically

Track and report on all incoming and outgoing calls

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

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

Automatically identify and save contact information of potential customers

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

Manage and track all past and future calls.

Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls

Control the name and number that appears on outbound caller ID

Manage contacts across multiple mailing lists

Customize data fields to support various needs and use cases

Software program that continuously adjusts its behavior based on observed data

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

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

Manage multiple campaigns in one system

Create, design and manage workflows for repetitive tasks

Collects essential call data such as call origin, call destination, call length, and other transaction details

Route and distribute your leads to third party buyers

Monitor wait time and abandonment for incoming requests that have not been routed

A call center that primarily receives calls, typically customer service focused

Caters to sales teams

Protect sensitive data for digital privacy

A call center that primarily makes calls, typically sales focused

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage adherence to policies for any service, product, process, or supplier

Access software remotely via mobile devices

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

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

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

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

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

Access software remotely via mobile devices

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

Games or game-like elements to track progress and reward accomplishments

Use AI to convert voice into text automatically

Record the audio of phone conversations for quality assurance purposes

Reports specific to sales analysis for trends and strategies

Analyze and gain insights into data in real-time

Leave comments and notes on documents for others to view

Tools that allow users to create and publish courses and course material/content

Designing course materials to be completed in a sequential order for personalized learning purposes

Creation, administration, and evaluation of assessments or tests

Connect with meeting participants remotely over video

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Listen to live phone conversations for the purpose of training and assessing agent performance

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

Create, design and manage workflows for repetitive tasks

Organize and track educational activities

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Track employee/learner's progression through training programs

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

Centralized repository to store content and assets

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

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

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Organize and manage the accomplishments and development of employees or performance of applications or systems

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

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

Manage the process of planning and scheduling meetings, including agenda creation

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

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

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Route and distribute your leads to third party buyers

Create, design and manage workflows for repetitive tasks

Organize and manage the accomplishments and development of employees or performance of applications or systems

Assembly of graphs and charts for visualizing and tracking statistics/metrics

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

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

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

Pre-made examples and templates for emails

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

Customize data fields to support various needs and use cases

Pipeline view and tracking lead status

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

Distribute/route/connect calls

Listen to live phone conversations for the purpose of training and assessing agent performance

Automatically identify and save contact information of potential customers

Defines specific deal parameters to negotiate and secure deals

Manage and track all past and future calls.

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

Record the audio of phone conversations for quality assurance purposes

Designed for contact centers.

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

Ability to handle large datasets

Track and manage schedules and meetings via an integrated calendar

Communicate using direct chat or messages within the system

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

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

Create, manage and track all task activities and progression

Track interaction history by documenting conversations for contacts

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