SAS Customer Intelligence 360 Features

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

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

System provides sufficient customization to meet business requirements

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.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

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.

Manage the process of attracting and converting business prospects into leads

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

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

Manage contacts across multiple mailing lists

Access software remotely via mobile devices

Create and design emails with an editor; manage templates; personalize dynamically

Create targeted lists, schedule and manage bulk email sending.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.

Set up automated nurturing emails based on events, online activities, and lead scores

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.

Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Support mobile-optimized emails, online forms, and landing pages.

Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.

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

Create many versions of emails, forms, or actions and gauge which is most effective

Customize contracts and forms to collect specific information

A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.

Data quality consists of deduplication, cleansing, and appending your marketing database.

Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.

Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.

Track delivered, received, and opened emails

Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.

Sync lead, contact, account, and opportunity information with your CRM system.

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

Receive data and information in real time

Manage campaigns and track engagement for marketing efforts across social media channels

Create and send email blasts/campaigns

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

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

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

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

Track visibility and traffic from search engines

Send promotional campaigns or transactional messages via text messages

Monitor activity of individuals who visit your website using cookies

Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.

Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.

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

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.

Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.

Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.

Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time

Send automated marketing emails based on user actions over a predetermined period

Manage multiple campaigns in one system

Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.

Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.

Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.

Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.

Track and analyze user behavior within a system or network

Analyze and gain insights into data in real-time

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

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

Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)

Accurately measure total web traffic and present data elegantly.

Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.

Accurately determine where most people enter your site and where they leave and present data elegantly.

Software automatically tracks standard user actions.

Able to set up custom variables to track any user activity on the site.

Accurately measure bounce rate.

Track user return rates and related metrics.

Track what proportion of users convert via a certain action.

See how many users proceed down a certain path to conversion.

Obtain live data for who is currently accessing your site.

Report on how any user activity has changed over time.

Report on user activity in the past and set up predictive models for the future.

Break down a population of users by demographics, sequence actions, time, and able to build custom segments.

Analytic tools are also available for mobile and tablet versions of websites.

Able to unify user data across devices, recognizing returning users.

Allows users to easily build customized reports and dashboards.

Able to access user-specific data such as location, language, gender, and activity while on the site.

Report on keywords used in internal searches.

Analyze inbound marketing traffic to identify which campaigns are working best.

Track revenue and transactions.

Able to deploy promotional or other pop-up messages based on user actions.

System can self-monitor critical metrics and alert administrators when they reach concerning levels.

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.

Able to test that event and variable setup are reporting data accurately.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Integrates with software or mobile apps via SDK or API

Allows users to designate geofences for location-based marketing campaigns

Targets customers based on their Wi-Fi connection

Integrates with Bluetooth Low Energy (BLE) beacons to execute location-based marketing campaigns

Targets customers based on IP data

Integrates with marketing software to assist with the creation of targeted marketing campaigns

Integrates with digital advertising platforms to optimize and target ad campaigns

Allows users to export audience data into different formats

Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs

Gathers data about the effectiveness, impact, and reach of marketing campaigns

Collects and reports on data relating to customer journeys, preferences, and history

Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results

Includes features for budgeting, forecasting, and managing marketing investments

Offers a white labeling service for agencies or resellers to customize platform branding

Collect information from multiple sources

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

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

Track the performance of marketing campaigns across multiple channels.

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

Generate or append custom campaign parameters to URLs

Receive data and information in real time

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

Track the amount of clicks on individual products to measure campaign results

Manage, organize, and store contact information

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

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

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

Manage various distribution channels, build relations with channel partners, and track their performance

Create, save, and re-purpose templates for emails, forms, etc.

Create, design and manage workflows for repetitive tasks

Analyzes historical and current marketing campaigns to inform future strategy

Creates reports and dashboards to analyze results of campaigns

Identifies which marketing campaigns resolved in open or closed opportunities

Collects marketing campaign performance data across multiple channels

Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback

Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization

Manage multiple campaigns in one system

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

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

Send automated marketing emails based on user actions over a predetermined period

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

Analyze and gain insights into data in real-time

Alter the layout and content of reports

Identifies users when they enter or exit a predefined geolocation

Generates an automated notification, text message, or in-app message to users in a predefined geolocation

Analyzes the performance of location-based marketing campaigns based on foot traffic, POS data, etc.

Meets compliance standards (e.g. GDPR, CCPA) regarding personal data privacy

Provides native A/B testing for content and campaigns.

Allows users to build and analyze customer profiles.

Presents messaging depending on customer behavior.

Presents messaging depending on customer context.

Content triggered by customer's given geolocation.

Emails triggered by customer activity or behavior.

Messages triggered by customer activity or behavior.

Provides recommendations based on customer metrics.

Calculates and presents customized discounts.

Personalizes web experiences and presented content based on customer metrics.

Uses external data sources to improve customer profiles.

Can be updated to accept new sources and types of data.

Can act as a content marketing platform.

Can engage with customers across any device with a consistent message.

Create and send email blasts/campaigns

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Receive data and information in real time

Provides analysis of marketing program ROI and efficiency.

Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.

Uses artificial intelligence to provide suggestions based on desired outcomes.

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

Ability to export customer journey maps in a variety of formats to present and analyze.

Allow team members to invite others to collaborate on journey maps and make direct changes.

Provide the ability to compare the experiences of multiple personas in one journey map.

Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.

Predict future data based on historical data sets

Track and analyse user behavior within a system or network

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

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

Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).

Automates the testing and optimization of customer-facing messaging and campaigns.

Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).

Ability to measure product usage by feature, campaign performance by source, and other trending metrics.

Provides dashboards to combine and visualize quantitative and qualitive customer journey data.

Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.

Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.

Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.

Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.

Delivers in-depth, actionable insights on audience demographics, interests, affinities, and behaviors

Helps users identify influencers or thought leaders within their target audience

Identifies or creates customer profiles and personas

Offers tools for building custom audience segments

Identifies and visualizes how audience segments relate to one another

Offers customizable dashboards and reports

Allows users to visualize and interact with data to gain deeper insights

Allows users to drill down or slice and dice audience data with filters

Enables real-time participation in programmatic ad auctions.

Ensures ads are delivered efficiently based on targeting, pacing, and performance goals.

Supports automatically adjusting ad placements based on user behavior and content.

Provides tools to generate and manage ad tags for easy ad placement.

Manage digital banner ads on company websites or affiliate partner websites

Create, save, and re-purpose templates for emails, forms, etc.

Manage advertising space and its sales within your network or publication

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

Manage various distribution channels, build relations with channel partners, and track their performance

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

Receive data and information in real time

Supports multiple file formats, such as Doc, Docx, PDF, HTML, etc.

Allows ads to be displayed to users based on their geographic location.

Enables testing of multiple ad variations to optimize targeting, creative effectiveness, and placements for better personalization.

Ensures seamless ad serving across web, mobile, CTV, and other digital channels.

Enables publishers to deliver ads to specific user segments based on demographics, interests, behaviors, and device type.

Limits the number of times a user sees the same ad to prevent fatigue.

Matches ads to relevant content using keyword analysis and machine learning.

Estimates potential revenue based on current performance and market trends.

Provides real-time and historical insights into ad performance, including revenue, viewability, and user engagement metrics to evaluate overall campaign effectiveness.

Track and analyze information regarding website visitors

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

Projecting the number or types of ad impressions that will be available on a website or app in future

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

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

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

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

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

Makes informed choices based on available data and objectives

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

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

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

Plan and strategize marketing campaigns

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

Software program that continuously adjusts its behavior based on observed data

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

Identify advertising and promotional sources to be used in marketing efforts

Plan and strategize marketing campaigns

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

Uses AI to recommend products, content, offers, or experiences based on customer behavior, preferences, and historical interactions.

Uses AI to dentify and build audience segments using customer attributes, behaviors, and engagement data.

Use AI to dynamically adapt content for each visitor using behavioral, contextual, and customer data

Find & retrieve relevant data or documents

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Alter the layout and content of reports

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

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

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

Import and export data to and from software applications

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

Self-serving platform to help advertisers manage their ads on apps or mobile web.

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

Add customized logos and colors to align with company branding

Newsletter/Email Ad Serving

Active monitoring of systems, applications, or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Ads served to users as part of the flow of their online browsing experience.

Track the amount of clicks on individual products to measure campaign results

Perfecting the ads according to audience by adding relevant images, CTA buttons, keywords and more.

Create and manage advertising campaigns on social media networks

Adding a code snippet in website's or app's source code for serving as a placeholder for actual ads

Type of ad serving that helps add placements and serves ads that contain multiple files like video, audio, or image.

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

Create and send email blasts/campaigns

Ads displayed directly within a video player

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

Arrange tasks based on the level of priority or urgency

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

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

Manage multiple campaigns in one system

Creating, customizing and managing ads

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

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

Market event via social media tools

Add customized logos and colors to align with company branding

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

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

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

Ability to chat online in real time

Visualize and analyze customer experience across all touchpoints and channels

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

Send messages to multiple subscribers at the same time

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

Pre-made examples and templates for emails

Set campaign schedules by selecting start, pause, and end dates

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

Track activity on sites such as Facebook, Twitter, Instagram, etc.

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

Automatically identify and save contact information of potential customers

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

Automate workflows and trigger campaigns based on customer actions

Predefined actions automatically performed on the occurance of specific events

See past and upcoming campaigns and communications in a calendar view

Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)

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

Import and export data to and from software applications

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

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

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

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

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

Analyze and gain insights into data in real-time

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

Customize website features

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

Active reporting of data and metrics

Display advertising and marketing messages to users based on their browsing history and preferences

Provide personalized marketing content

Track and analyze information regarding website visitors

Process of dividing customers into groups based on common characteristics

Record customer information, purchase history, and other notes

Create, save, and re-purpose templates for emails, forms, etc.

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

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

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

Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout

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

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.

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

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

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

Manage multiple campaigns in one system

Group campaigns by project, client, or campaign for better management.

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

Customize contracts and forms to collect specific information

Create and send email blasts/campaigns

Plan marketing campaigns for events

Market event via social media tools

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

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

Import and export data to and from software applications

Group campaigns by project, client, or campaign for better management.

Customize contracts and forms to collect specific information

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

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

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

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

Pre-made examples and templates for emails

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

Automatically identify and save contact information of potential customers

Add customized logos and colors to align with company branding

Active reporting of data and metrics

Plan and strategize marketing campaigns

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

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

Set campaign schedules by selecting start, pause, and end dates

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

Create and automatically send premade copy in response to customer messages

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

Predefined actions automatically performed on the occurance of specific events

Create and send email blasts/campaigns

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

Customize data fields to support various needs and use cases

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

Graphical representation of data

Generate one-off reports that meet information requirements

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

Connect to big data sources

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

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

Visualize and analyze customer experience across all touchpoints and channels

Tracking the status of previously identified performance measurements

Analytics that breaks the data in a data set into related groups/categories.

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

Manage, organize, and store contact information

Visualize and analyze customer experience across all touchpoints and channels

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

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

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

Combining data from different sources and providing a unified view

A report showing what actions customers perform

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

Group campaigns by project, client, or campaign for better management.

Automatically identify and save contact information of potential customers

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

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

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

Analyze and gain insights into data in real-time

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

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

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

Create, save, and re-purpose templates for emails, forms, etc.

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

Predict future data based on historical data sets

Gauge satisfaction and receive information for improvement and success

Adjust communications based on previous interactions or personal preferences

Plan and strategize marketing campaigns

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

Track and analyse user behavior within a system or network

Track delivered, received, and opened emails

Track and interpret campaign performance metrics

Process of dividing customers into groups based on common characteristics

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

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

Manage various distribution channels, build relations with channel partners, and track their performance

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

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

Ensure compliance with the General Data Protection Regulation protocols

Record customer information, purchase history, and other notes

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

Allows users to manage data from a number of sources

Predefined actions automatically performed on the occurance of specific events

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

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

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Create custom maps

Create and send email blasts/campaigns

Allow users to access multiple services after entering their login credentials once

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

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

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

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

Collating information from different sources in order to create a more valuable and helpful data set.

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

Graphical representation of data

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

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

Create, design and manage workflows for repetitive tasks

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

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

Adjust communications based on previous interactions or personal preferences

Alter the layout and content of reports

Visualize and analyze customer experience across all touchpoints and channels

Record customer information, purchase history, and other notes

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

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

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

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

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

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

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

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

Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Share maps with internal and external stakeholders

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

Add customized logos and colors to align with company branding

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

Identify specific interactions between customers and brands

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.

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

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

Dictate the order and pace of an eLearning course, including the logic for how different learners progress

Process of dividing customers into groups based on common characteristics

Uses AI reasoning to select, sequence, or modify actions based on changing context and intermediate results.

Executes coordinated actions across email, social, phone, CRM, sales engagement, advertising, and internal collaboration systems.

Initiates or advances workflows when account, buyer, opportunity, or market signals meet configurable criteria.

Defines agent objectives, instructions, decision logic, actions, and completion conditions for GTM workflows.

Coordinates workflows across multiple GTM jobs such as research, qualification, engagement, routing, and pipeline management.

Controls agent behavior using approvals, permissions, audience restrictions, volume limits, and action-level policies.

Records agent decisions and actions while identifying failed, uncertain, or out-of-policy executions for review or escalation.

Connects agent executions to qualification, meetings, opportunities, pipeline progression, expansion, or revenue outcomes.

Reads from and writes to CRM, marketing automation, sales engagement, data warehouses, and other revenue systems.

Exposes platform context, workflows, and actions through APIs, webhooks, MCP, or other supported interoperability methods.

Combines licensed data, web research, first-party behavior, conversation history, and system-of-record data into usable GTM context.

Detects relevant behavioral, relationship, market, product, or firmographic changes and prioritizes entities for action.

Investigates accounts, buyers, opportunities, or segments using operator-defined questions, criteria, and data sources.

Updates stored GTM intelligence using findings and outcomes from completed workflows.

Maintains reusable intelligence about accounts, contacts, buying groups, opportunities, or segments across multiple agent runs.