Snov.io Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

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.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies

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

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.

Access pre-built and custom reports and dashboards.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables integration to external systems

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

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.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc.

Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc.

Does this product offer industry research data that you require?

Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used

How accurate and up to date is the contact data?

How accurate and up to date is the company data?

How accurate and up to date is the technographic data?

Ability to create targeted contact lists.

Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software.

Ability to clean/enrich existing data that is maintained in other systems

Functionality to filter or segment data from within sales intelligence software

Offers search tools that allow users to find the data they need quickly

Alerts you to changes happening to industries, companies and people you follow

Find the people you know that can introduce you to contacts at prospects

Provides ability to create the reports that meet your business requirements

Provides ability to message contacts directly from within the sales intelligence software

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Product accurately cleans, deduplicates, and verifies lead data.

Product enriches existing lead data with missing information.

Product provides accurate, up-to-date contact information for leads, such as email address or phone number.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Product offers a browser extension that validates or enriches lead information within the user’s browser.

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Helps allocate marketing budget based predicted amount of incoming revenue.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Allows for custom report types to match the goals of a company.

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Automates the entry of collected data.

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.

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Measure return on investment and leverage data to predict profitability of future projects.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used

Is this technographic data accurate and up to date?

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

Ability to break down and plan multi-step processes

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

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

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Makes informed choices based on available data and objectives