Sharpsell.ai Features
Additional Functionality (171)
Multi-User Collaboration
Two-way actions and communication between multiple users in real time
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Import/Export
Import and export data to and from software applications
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Branding
Add customized logos and colors to align with company branding
Self-Service Content Curation
Assembling information about a topic of interest and building content paths without assistance from third parties
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
SCORM Compliance
Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework
Progress Reports
Document and report the progress of ongoing projects
Single Sign On
Allow users to access multiple services after entering their login credentials once
Course Authoring
Developing custom training courses for educating employees or for teachers to create courses for their students
Built-in Course Authoring
Tools that allow users to create and publish courses and course material/content
Video Support
Supports various video file formats
Video Conferencing
Connect with meeting participants remotely over video
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Multi-Language
Manage and support multiple languages
Microlearning
Distribute training content in bite-size pieces that can be consumed in short periods of time
Customizable Reports
Alter the layout and content of reports
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Gamification
Games or game-like elements to track progress and reward accomplishments
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
API
Application programming interface that allows for integration with other systems/databases
Content Sharing
Digitally share pre-made materials and self-created content with others
Training Companies
Software designed for companies who offer training programs to clients
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
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Virtual Classroom
Classes/sessions accessible via web browser of built-in video conferencing
Mobile Access
Access software remotely via mobile devices
Corporate/Business
Software specialized for corporate use
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Branding
Add customized logos and colors to align with company branding
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Security
Protect sensitive data for digital privacy
Employee Handbook
Create and share a new employee handbook with helpful information
Data Import/Export
Import and export data to and from software applications
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Customizable Fields
Customize data fields to support various needs and use cases
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Built-in Course Authoring
Tools that allow users to create and publish courses and course material/content
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Academic/Education
Software specialized for schools (K-12 & Post-Secondary)
eLearning Companies
Software specialized for companies that sell courses/content
Virtual Classroom
Classes/sessions accessible via web browser of built-in video conferencing
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Personalization and Recommendation
Generative AI models can create personalized recommendations for users based on their preferences and behavior.
Video Conferencing
Connect with meeting participants remotely over video
Certification & Licensing
Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
Single Sign On
Allow users to access multiple services after entering their login credentials once
API
Application programming interface that allows for integration with other systems/databases
Progress Reports
Document and report the progress of ongoing projects
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Branding
Add customized logos and colors to align with company branding
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Enrollment Confirmation
Confirmation of the enrollment of a student in a course, class, activity, or program
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Gradebook
Track student's scores and grades on course materials
Corporate/Business
Software specialized for corporate use
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Chat/Messaging
Communicate using direct chat or messages within the system
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Content Delivery
Distributing content through various platforms or channels
Personalization
Adjust communications based on previous interactions or personal preferences
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Task Management
Create, manage and track all task activities and progression
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Tracking
Track and document all activities across devices, networks, and other systems
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
API
Application programming interface that allows for integration with other systems/databases
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Audio/Video Recording
Record audio and/or video
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Appointment Scheduling
Schedule appointments via a calendar
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
For Sales Teams/Organizations
Caters to sales teams
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Scheduling
Plan availability and assign specific time slots for tasks and resources
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Email Tracking
Track delivered, received, and opened emails
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Interaction Tracking
Track interaction history by documenting conversations for contacts
Workflow Management
Create, design and manage workflows for repetitive tasks
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Lead Capture
Automatically identify and save contact information of potential customers
Call Recording
Record the audio of phone conversations for quality assurance purposes
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Document Management
Store, manage, and track all electronic documents in a centralized location
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Video Support
Supports various video file formats
Microsoft Outlook Integration
Audio File Management
Supports audio files
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
Goal Management
Allows employees to set and manage work or career related goals
Sales Planning
Define sales targets and create strategies to meet goals or marketing results
Mobile Access
Access software remotely via mobile devices
CRM Integration
Integration with third-party CRM systems
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Gamification
Games or game-like elements to track progress and reward accomplishments
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Microlearning
Distribute training content in bite-size pieces that can be consumed in short periods of time
Content Sharing
Digitally share pre-made materials and self-created content with others
Real-Time Data
Receive data and information in real time
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Auto-Dialer
System that automatically dials calls
For Sales Teams/Organizations
Caters to sales teams
Course Authoring (9)
Course Builder
Allows users to create sales training courses
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.
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 Builder
Enables user to create courses.
Role-Based Templates
Provides templates for course creation based on industry or role.
Assessments & Quizzes
Designs and administrates tests and quizzes.
Instructor-Led Training
Enables for design of classes that are led by an instructor.
Interface (2)
White Labeling
Customizes LMS experience with custom branding, personalized URL, and more.
Multilingual
Provides multiple language choices.
Course Management (10)
Gamification
Motivates users by tracking points, achievements, and badges.
Assessments
Enables the design and administration of tests and quizzes.
Certifications
Provides custom certifications to distribute after course completion.
Manager Portals
Allows managers to see progress of trainees
Feedback
Provides features for coworkers and managers to provide feedback on sales training lessons
Gamification
Motivates users by tracking points, achievements, and badges.
Varied User Types
Limits user access to certain functionality and courses.
Certifications
Provides custom certifications to distribute after course completion.
Industry Compliance
Provides training solutions that are compliant with industry regulations such as manufacturing, government, law enforcement, healthcare, and more.
SCORM Compliance
Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework
Training & eLearning (49)
Assessments and Practice
Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials.
Content Delivery and Tracking
Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.
Content Creation
Creates training materials for instructor- and self-led courses.
Customer Training
Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses.
Manager Portals
Allows managers to see progress of team members.
Content Storage and Management
Provides functionality to store, organize, and search all training content.
Content Libraries
Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum.
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Course Tracking
Track which progress and course materials have been completed by each user
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Course Management
Create, organize, and assign courses to users
Assessment Management
Creation, administration, and evaluation of assessments or tests
Training Management
Track employee/learner's progression through training programs
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Learner Portal
Students can access materials and communicate with instructors via their online student profile
Assessments and Practice
Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials.
Content Delivery and Tracking
Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.
Social Learning
Enables team members to learn by collaborating with each other
Content Creation
Creates training materials for instructor- and self-led courses.
Manager Portals
Allows managers to see progress of team members.
Content Storage and Management
Provides functionality to store, organize, and search all training content.
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
Activity Tracking
Track and document all activities across devices, networks, and other systems
Interactive Content
Allow the audience to interact or engage with the content
Learning Management
Organize and track educational activities
Training Management
Track employee/learner's progression through training programs
Training Record Management
Create, store, and manage records of employee training, acknowledging understanding of processes, regulations, or safety standards
Assignment Management
Assign issues and tasks based on availability or required skills
Assessment Management
Creation, administration, and evaluation of assessments or tests
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Employee Portal
Online portal where employees can access and track their own information
Student Portal
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Synchronous Learning
Real-time, interactive learning experiences where participants engage in learning activities simultaneously
Mobile Learning
Access for students to complete learning materials on mobile platforms
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Certification Tracking
Maintain personal certifications/qualifications
Media Management
Planning, organizing, and controlling the distribution of information or videos, images, audio, and other content
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
Third Party Course Library
A set of pre-made courses offered by a third party
Generative AI (14)
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Lead Generation
Manage the process of attracting and converting business prospects into leads
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Revenue Enablement - Sales Enablement (4)
Cross-Functional Alignment
Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way
AI and Automation
Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
End-to-End Customer Journey Insights
Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Sales Enablement (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
Onboarding (3)
Documentation
Manages files and documents required to onboard new employees.
Coaching
Assign coaches to new employees based on role and experience.
Programs
Define various types of onboarding programs that can be customized by role or team.
Platform Content (7)
Forms Library
Provides users with a pre-built library of templated forms related to the hiring process.
E-Forms
Provides electronic forms for employees to complete.
E-Signature
Enables new hires to sign forms electronically.
Background Checks
Enables the employer to perform background checks.
Offer Letter Approvals
Provides user with offer letter templates.
Offer Letter Templates
Enables all stakeholders to approve offer letters.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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
LMS Marketplace (3)
E-Commerce
Enables user to sell their courses and receive compensation electronically.
Course Marketplace
Enables users to purchase and consume courses via an online marketplace.
Subscriptions
Enables user to sell and manage subscriptions to created courses.
Platform Data (3)
Time-to-Productivity Reporting
Provides metrics on the time it takes a new hire to reach productivity.
Onboarding Process Reporting
Provides holistic Metrics on the onboarding process.
Visualization
Contains tools to visalize data sets or workflows.
Platform (71)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
File support
Supports various file types including video
Mobile support
Allows users to access training content from mobile devices
Integration
Integrates with sales software such as sales performance management
AI and Automation (5)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling
Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence
Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
Machine Learning
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Repeatability and Reportability (5)
Content Management
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
Provides gamifaction features to rank sales reps on performance
Feedback (5)
Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Coaching Card
Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
Leaderboard
Projects team sales performance publicly to reward and motivate employees.
Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Competition
Motivates employees by creating time-sensitive competititons that drive performance.
Analytics (3)
Reporting
Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l
Content Utilization
Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
Prioritization
Arrange tasks based on the level of priority or urgency
Content Management (7)
Content Import
Ability to import sales and marketing collateral built outside of the solution
Content Creation
Provides capabilities for building unique sales and marketing content within the product.
Templates
Provides pre-built templates for fast and simple content creation.
Advanced Search
Able to easily search, locate, and retrieve relevant content.
Content Library
Centralized repository to store content and assets
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Agentic AI - Onboarding (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Engagement (8)
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
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Learning Management - Sales Enablement (3)
Sales Training
Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.
Sales Coaching
Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
Sales Onboarding
Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.
Integrated Workflows (13)
Task Management
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Sales Pipeline Management
Pipeline view and tracking lead status
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Course Delivery (10)
Learning Paths/Tracks
Designing course materials to be completed in a sequential order for personalized learning purposes
Communication & Notifications
Provides functionality to communicate and send notifications to users.
Assignment Scheduling
Enables users to plan assignments and dispense them automatically.
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Mobile Learning
Access for students to complete learning materials on mobile platforms
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Social Learning
Create tools to promote social interaction and learning between students/trainees and instructors/trainers
Synchronous Learning
Real-time, interactive learning experiences where participants engage in learning activities simultaneously
Extended Enterprise Learning
Training that is provided to learners outside of a company
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Recruiting and Onboarding (2)
Interview Scheduling
Coordinates interview scheduling via email, phone, or text
Onboarding
Tracks key steps in onboarding process including new employee orientation and employee payroll documents.
Agentic AI - Corporate Learning Management Systems (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Multi-Language
Manage and support multiple languages
Platform Additional Functionality (5)
Self-Service Portal
Enables employees to login and view their onboarding process.
Automated Team Introductions
Introduces new hires to employees based on org chart.
Compliance Training
Provides training on relevant compliance issues.
Automated Onboarding Workflows
Provides workflows which track new hire progress.
Onboarding Notifications
Provides notifications about the onboarding process to both the new hire and manager.
Training (4)
Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference.
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.
Video Record
Records users' practice or live pitches for future reference and improvement.
Technology Glossary Features
View definitions of the features and discover new technology terms.
What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features.
Social learning platforms enable employees to engage in collaborative educational activities and discussions to help them learn from each other. Learn how social learning can have an impact on a company’s training program.

