[ Sellige... Reviews ](https://www.g2.com/products/selligent-by-marigold/reviews) [ Sellige... Reviews ](https://www.g2.com/products/selligent-by-marigold/reviews) # Selligent by Marigold Features ##### ## Integration (4) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs 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. Breadth of Partner 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. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Platform (12) Customization System provides sufficient customization to meet business requirements Workflow Capability 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. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments 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. Performance and Reliability 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. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Lead Generation Manage the process of attracting and converting business prospects into leads Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process List Management Manage contacts across multiple mailing lists Mobile Access Access software remotely via mobile devices Show More ##### ## Email Marketing (4) Building and Personalizing Emails Create and design emails with an editor; manage templates; personalize dynamically Sending Outbound Emails Create targeted lists, schedule and manage bulk email sending. Manage Email Deliverability Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. Automated Email Responses Set up automated nurturing emails based on events, online activities, and lead scores Show More ##### ## Online Marketing (8) Landing Pages and Forms Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. Dynamic Content Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. A/B Testing Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. Mobile Optimized Support mobile-optimized emails, online forms, and landing pages. Search Tracking and Optimization 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. Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Multivariate Testing Create many versions of emails, forms, or actions and gauge which is most effective Customizable Forms Customize contracts and forms to collect specific information Show More ##### ## Lead Management (21) Marketing Lead Database 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 Management Data quality consists of deduplication, cleansing, and appending your marketing database. Segmentation 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. Lead Scoring and Grading 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. Lead Nurturing Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. Email Tracking Track delivered, received, and opened emails Automated Alerts and Tasks Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. CRM Lead Integration Sync lead, contact, account, and opportunity information with your CRM system. Third-Party Integrations Set up connections to third-party platforms to improve business processes Real-Time Data Receive data and information in real time Social Marketing Manage campaigns and track engagement for marketing efforts across social media channels Email Marketing Create and send email blasts/campaigns Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Activity Tracking Track and document all activities across devices, networks, and other systems Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Campaign Segmentation Search Marketing Track visibility and traffic from search engines SMS Marketing Send promotional campaigns or transactional messages via text messages Website Visitor Tracking Monitor activity of individuals who visit your website using cookies Show More ##### ## Campaign Management (7) Program Management 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. Event / Webinar Marketing 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. Calendaring Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. Budgeting Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Show More ##### ## Social (7) Social Listening 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. Social Sharing Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. Social Campaigns Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. Social Media Engagement Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. Social Media Advertising Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Multi-Campaign Manage multiple campaigns in one system Show More ##### ## Reporting & Analytics (11) Basic Reporting 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. Web Analytics 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. ROI Analytics 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. Revenue Analytics 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. SEO / Keyword Analytics Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. Behavior Analytics Track and analyze user behavior within a system or network Real-Time Analytics Analyze and gain insights into data in real-time Campaign Analytics Track and interpret campaign performance metrics Website Analytics Track and analyze information regarding website visitors Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Sales Analytics Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) Show More ##### ## Marketing Operations (25) ROI Tracking Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs Data Collection Gathers data about the effectiveness, impact, and reach of marketing campaigns Customer Insights Collects and reports on data relating to customer journeys, preferences, and history Multi-User Access Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results Spend Management Includes features for budgeting, forecasting, and managing marketing investments White Label Offers a white labeling service for agencies or resellers to customize platform branding Multi-Channel Data Collection Collect information from multiple sources Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Keyword Tracking Track and monitor a specific set of keywords Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Campaign Tracking Track the performance of marketing campaigns across multiple channels. Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Tag Management Generate or append custom campaign parameters to URLs Real-Time Data Receive data and information in real time Activity Tracking Track and document all activities across devices, networks, and other systems Click Tracking Track the amount of clicks on individual products to measure campaign results Contact Management Manage, organize, and store contact information Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Email Management Manage, store and organize emails within the system or via third-party apps Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Template Management Create, save, and re-purpose templates for emails, forms, etc. Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Campaign Activity (14) Campaign Insights Analyzes historical and current marketing campaigns to inform future strategy Reports and Dashboards Creates reports and dashboards to analyze results of campaigns Campaign Stickiness Identifies which marketing campaigns resolved in open or closed opportunities Multichannel Tracking Collects marketing campaign performance data across multiple channels Brand Optimization Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback Predictive Analytics Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization Multi-Campaign Manage multiple campaigns in one system Campaign Analytics Track and interpret campaign performance metrics Website Analytics Track and analyze information regarding website visitors Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Real-Time Analytics Analyze and gain insights into data in real-time Customizable Reports Alter the layout and content of reports Show More ##### ## Data Sourcing (6) Data Enrichment Uses external data sources to improve customer profiles. Expandability Can be updated to accept new sources and types of data. Multiple Devices Can engage with customers across any device with a consistent message. Email Marketing Create and send email blasts/campaigns Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Real-Time Data Receive data and information in real time Show More ##### ## Intelligence (3) Marketing Metrics Provides analysis of marketing program ROI and efficiency. Predictive Modeling Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. Recommendation Engine Uses artificial intelligence to provide suggestions based on desired outcomes. Show More ##### ## Platform Basics (2) Dynamic Segmentation Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). Journey Optimization Automates the testing and optimization of customer-facing messaging and campaigns. Show More ##### ## Platform Data (4) Journey Reporting Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). Trends Reporting Ability to measure product usage by feature, campaign performance by source, and other trending metrics. Dashboards Provides dashboards to combine and visualize quantitative and qualitive customer journey data. Advanced Data Filtering Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. Show More ##### ## Platform Additional Functionality (3) Journey Mapping Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data. Integrations Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. Automated Alerts Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. Show More ##### ## Agentic AI - Customer Journey Analytics (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Marketing Analytics (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Agentic AI - Marketing Automation (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Additional Functionality (107) Social Promotion Market event via social media tools Customizable Branding Add customized logos and colors to align with company branding Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Live Chat Ability to chat online in real time Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Generative AI Use AI to generate content in the form of text, images, videos, etc. Mass Texting Send messages to multiple subscribers at the same time Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Email Templates Pre-made examples and templates for emails Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Lead Capture Automatically identify and save contact information of potential customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Marketing Automation Automate workflows and trigger campaigns based on customer actions Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Marketing Calendar See past and upcoming campaigns and communications in a calendar view Customizable CTAs Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Data Import/Export Import and export data to and from software applications Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Event Marketing Plan marketing campaigns for events Social Promotion Market event via social media tools Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Generative AI Use AI to generate content in the form of text, images, videos, etc. Data Import/Export Import and export data to and from software applications Lead Generation Manage the process of attracting and converting business prospects into leads Campaign Segmentation Group campaigns by project, client, or campaign for better management. Customizable Forms Customize contracts and forms to collect specific information Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Email Templates Pre-made examples and templates for emails Web Forms Web form that allows users to enter data that is sent and processed for different reasons Lead Capture Automatically identify and save contact information of potential customers Customizable Branding Add customized logos and colors to align with company branding Real-Time Reporting Active reporting of data and metrics Campaign Planning Plan and strategize marketing campaigns A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Segmentation Process of dividing customers into groups based on common characteristics Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Autoresponders Create and automatically send premade copy in response to customer messages Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Email Marketing Create and send email blasts/campaigns API Application programming interface that allows for integration with other systems/databases Customizable Fields Customize data fields to support various needs and use cases Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Data Visualization Graphical representation of data Ad hoc Reporting Generate one-off reports that meet information requirements Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Data Source Connectors Connect to big data sources Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Multi-Channel Attribution A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels KPI Monitoring Tracking the status of previously identified performance measurements Cohort Analysis Analytics that breaks the data in a data set into related groups/categories. Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Contact Management Manage, organize, and store contact information Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels 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 A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Lead Generation Manage the process of attracting and converting business prospects into leads Data Integration Combining data from different sources and providing a unified view Customer Activity Tracking A report showing what actions customers perform Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Campaign Segmentation Group campaigns by project, client, or campaign for better management. Lead Capture Automatically identify and save contact information of potential customers Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Real-Time Analytics Analyze and gain insights into data in real-time Email Management Manage, store and organize emails within the system or via third-party apps Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Template Management Create, save, and re-purpose templates for emails, forms, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Predictive Analytics Predict future data based on historical data sets Surveys & Feedback Gauge satisfaction and receive information for improvement and success Personalization Adjust communications based on previous interactions or personal preferences Campaign Planning Plan and strategize marketing campaigns Third-Party Integrations Set up connections to third-party platforms to improve business processes Behavioral Analytics Track and analyse user behavior within a system or network Email Tracking Track delivered, received, and opened emails Campaign Analytics Track and interpret campaign performance metrics Customer Segmentation Process of dividing customers into groups based on common characteristics Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Channel Management Manage various distribution channels, build relations with channel partners, and track their performance AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention GDPR Compliance Ensure compliance with the General Data Protection Regulation protocols Customer Profiles Record customer information, purchase history, and other notes Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Multiple Data Sources Allows users to manage data from a number of sources Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ## 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