SPOTIO Features

Incentives (3)

Triggers: Automatically recognizes achievements that should be added to the leaderboard. 74 reviewers of SPOTIO have provided feedback on this feature.
Commission Calculator: Helps users determine sales goals by calculating potential commission rates. This feature was mentioned in 67 SPOTIO reviews.
Leaderboards: Based on 90 SPOTIO reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements.

Profiles: As reported in 87 SPOTIO reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.
Custom Reports: Based on 91 SPOTIO reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance.
Dashboards: Based on 96 SPOTIO reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting: Allows teams to set trackable goals within the tool. This feature was mentioned in 79 SPOTIO reviews.

Integration: Based on 86 SPOTIO reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals
Employee Structure: Based on 84 SPOTIO reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring: Based on 88 SPOTIO reviews and verified by the G2 Product R&D team. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Task Management: As reported in 92 SPOTIO reviews. 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. 83 reviewers of SPOTIO have provided feedback on this feature.
Calls and Voice: Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 78 SPOTIO reviews.
Other Outreach Options: As reported in 76 SPOTIO reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration: As reported in 79 SPOTIO reviews. 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: Based on 88 SPOTIO reviews. 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. This feature was mentioned in 82 SPOTIO reviews.

Content Management: Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 81 reviewers of SPOTIO have provided feedback on this feature.
Workflow Management: Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. This feature was mentioned in 86 SPOTIO reviews.
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. 82 reviewers of SPOTIO have provided feedback on this feature.
Sales Coaching and Insights: Based on 78 SPOTIO reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification: As reported in 67 SPOTIO reviews. Provides gamifaction features to rank sales reps on performance

Lead Prioritization: Based on 86 SPOTIO reviews. 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 This feature was mentioned in 80 SPOTIO reviews.
Best Time of Day Scheduling: Based on 78 SPOTIO reviews. 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. 72 reviewers of SPOTIO have provided feedback on this feature.
Machine Learning: Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. This feature was mentioned in 35 SPOTIO reviews.

Custom Territory Mapping: Based on 184 SPOTIO reviews. Allows users to control of the sizes, shapes, and quantites of sales team areas
Strategic Selling: Based on 169 SPOTIO reviews. Allows users to map your customers to strategically incorporate them into your canvassing and field sales
Automatic Rep Assignment: Based on 150 SPOTIO reviews. Automatically assigns reps to new sales opportunities that are within their current territories

Lead Priority: Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts This feature was mentioned in 170 SPOTIO reviews.
Optimized Sales Routes: Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day. This feature was mentioned in 166 SPOTIO reviews.
Map Directions: Provides users with live directions en route to the final destination This feature was mentioned in 184 SPOTIO reviews.

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