SP CE Features

Assigns information access rights based on company, user role, group, or tier

Tracks partner leads, opportunities, and monitors deals through pipeline stages

Allows partners to move deals into the main channel while retaining input and receiving compensation

Manage allocation and performance of financial assets

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input (e.g. automate submissions, emails, workflows)

Anticipates needs and offers suggestions without prompting

Provides an AI chat agent to engage and guide partners conversationally

Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l

Sends a notification when a prospect engages or interacts with content.

Tracks the level of engagement for a specific account based on the presented content.

Tracks how frequently a particular piece of content is being used and monitors its effectiveness.

Arrange tasks based on the level of priority or urgency

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

Program in-app and email notifications for approval milestones or actions.

Meets required regulartory compliances.

Ability to import sales and marketing collateral built outside of the solution

Provides capabilities for building unique sales and marketing content within the product.

Provides pre-built templates for fast and simple content creation.

Able to easily search, locate, and retrieve relevant content.

Centralized repository to store content and assets

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

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

Manage the process of attracting and converting business prospects into leads

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

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

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

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

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

Track and interpret campaign performance metrics

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

Add customized logos and colors to align with company branding

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

Route and distribute your leads to third party buyers

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

Communicate using direct chat or messages within the system

Tools designed to streamline the process of lead generation and management for sales teams

Distributing content through various platforms or channels

Adjust communications based on previous interactions or personal preferences

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

Create, manage and track all task activities and progression

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

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

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

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

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

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

Record audio and/or video

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

Schedule appointments via a calendar

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

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

Caters to sales teams

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

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

Plan availability and assign specific time slots for tasks and resources

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

Track delivered, received, and opened emails

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Track interaction history by documenting conversations for contacts

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Automatically identify and save contact information of potential customers

Record the audio of phone conversations for quality assurance purposes

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

Add customized logos and colors to align with company branding

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

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

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

Engage with a lead throughout the sales process by actively providing information

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

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

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

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

Supports various video file formats

Supports audio files

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

Manage, organize, and store contact information

Allows employees to set and manage work or career related goals

Define sales targets and create strategies to meet goals or marketing results

Access software remotely via mobile devices

Integration with third-party CRM systems

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

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

Define levels of authorization for access to specific files or systems

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

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Track all opportunities for potential sales and convert them into recurring revenue

Distribute training content in bite-size pieces that can be consumed in short periods of time

Digitally share pre-made materials and self-created content with others

Receive data and information in real time

Streamlining repetitive tasks and activities through automated and predefined workflows

Web-based portal that helps distributors, partners and other service providers access marketing and sales content

Provides access to a repository that contains shared marketing or sales materials and tools

Tracks revenue via links, leads, deals, and influenced revenue

Operates across multiple systems, tools, and platforms.

Automates critical processes and triggers alerts across the partner lifecycle

Offers structured onboarding with learning modules, trainings, and certifications

Offers multi-currency, automated partner payments with VAT/tax compliance

Streamlines the process of finding, qualifying, and recruiting new channel partners

Manages incentive programs, whether it’s through commissions, bonuses, or tiered rewards

Allows partners to move deals into the main channel while retaining input and receiving compensation

Provides reports and dashboards that track partner activities such as performance, engagement, leads, and marketing fund utilization

Manages co-branding, MDFs, and campaigns through marketing automation

Handles deal registration and streamlines submissions, approvals, and tracking

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

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

Strategize and implement rewards for returning customers, employees and other members

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

Track employee/learner's progression through training programs

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

Track an affiliate partner's promotion of a product or service and any associated sales

Managing salespeople/distributors who sell products for direct sales companies

Log and store the source of contacts/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

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

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

Reporting on how each user, task or process has advanced since its initiation

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

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

Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.

Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.

Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.

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

Track who is looking at proposals and how often or for how long.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Find out which pieces of content are performing best.

Allows the signor to easily and intuitively sign documents.

Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Provides users with configure, price and quote capabilties.

Allows users to attach video proposals within the virtual sales room.

Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.

Provides users with a repoistory of relevant content to share with clients.

Allows users to run video calls within the browser.

Allows users to chat with prospects within the virtual sales room.

Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way

Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments

Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth

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

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Ability to measure the revenue influence and ROI of every piece of content.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

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

Text-based tags or codes added to the end of a URL that monitor and track link performance

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

Provides features to intregate with CRM software.

Provides features to integrate with internal messaging systems.

Provides features to integrate with vidoe conferencing software.

Ability to centralize, organize, and store content in a holistic way for easy and timely retrieval throughout the consumer's journey.