[ Substrata Reviews ](https://www.g2.com/products/substrata-substrata/reviews) [ Substrata Reviews ](https://www.g2.com/products/substrata-substrata/reviews) # Substrata Features ##### ## Data Sourcing (5) Data Sourcing Compiles data from a breadth of either internal or external sources. Exporting & Sharing Data Enables user to communicate data by securely exporting and sharing it. Multi-Device Data Visualization Allows users to view data visualizations on several devices. Interactive Dashboards Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. Data Segmentation Enables user to segment customer or prospect data in meaningful ways such as by industry or region. Show More ##### ## Predictive Analytics (4) Lead Scoring Provides scores or rankings of each prospect based on the data provided. Opportunity Scoring Provides insights to determine which deals already in the pipeline have the best chance of closing. Risk Analysis Warns sales teams of accounts that may be at risk of being lost. Live Forecasting Provides live customer data so that sales organizations forecasts stay current. Show More ##### ## Sales Management (4) Live Pipeline Management Updates every time a change is made enabling users to trace a deal through the pipeline. Sales Gamification Enables competition between a sales team by providing things like challenges and scoreboards. Account-Based Analytics Provides insightful data at the account level to arm salespeople with the most relevant information possible. Activity Tracking Enables sales managers to stay on top of their team activities by providing visibility into customer communication. Show More ##### ## 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. Show More ##### ## Feedback (7) Review Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. Scorecard Provides a scorecard to display team and/or individual performance. 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. Real-Time Updates Updates sales data in real-time so as to help teams remain close to their goals. 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. Show More ##### ## Analytics (3) Open Rates Records the rate at which emails are opened. Link Activity Records the rate at which links in emails are followed. Attachment Activity Records the rate at which email attachments are opened or downloaded. Show More ##### ## Customizations (5) Email Platform Integration Syncs information from other software such as contacts, emails and calls to reduce manual data entry. Email Scheduling Allows administrators to schedule out emails in advance. Notifications Reminds administrators to follow-up on emails based on pre-set reminders. Email Categorization Allows for the categorization of emails. Templates Allows for the creation of templates for frequently-sent emails. Show More ##### ## Lead Facilitation (4) Customer-facing Chatbot Offers a chatbot to initiate and carryout inital conversations with prospects and leads. Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (3) Opportunity and Pipeline Management 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. Data Entry Automates the entry of collected data. Integrations / 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. Show More ##### ## Performance Analysis (2) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Show More ##### ## Sales Analysis (2) ROI Forecasting Measure return on investment and leverage data to predict profitability of future projects. Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Call Analytics (4) Call Recording Records sales calls and facilitates playback Machine Learning Utilizes machine learning technology to analyze recorded sales calls Call Analysis Analyzes or facilitates the analysis of recorded and stored sales calls for insight Lead Qualification Leverages analytics to qualify and score calls in real time Show More ##### ## Artificial Intelligence - Conversation Intelligence (3) Customer Scoring Leverages technology to rate or "read" recordings to determine the impact of sales calls Speech-to-Text Transcribes sales calls from speech to text Sentiment Analysis Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation Show More ##### ## Revenue Sourcing and Forecasting (7) Revenue History Allows users to track how previous revenue forecasts have developed over time Pipeline Management Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities Dashboard Analytics Reports results on revenue attainment, conversion rate, and overall revenue analytics Multi-Device Data Visualization Allows users to view data visualizations on several devices Data Segmentation Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. Predictive Forecasting Provides users with ability to predict upcoming forecast based on AI insights and deal health Revenue Operations Cadence Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success Show More ##### ## CRM Data Enrichment (5) Calendar Sync Automatically associates calendar invites to update deal progress in a CRM Email Activity Capture Automatically associates sales activities within emails to the relevant accounts in your CRM Conversation Intelligence Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM Marketing Leads Automatically links marketing leads to sales generated opportunities in your CRM Contact Capture Automatically captures contacts engaged with and associates to relevant accounts in a CRM Show More ##### ## Account Management (6) Nonengaged Accounts Identifies accounts that sales reps aren't engaging with Account optimization Maximizes account coverage by determining the optimal number of accounts per rep Historical Patterns Identifies common themes among historical deals that are won or lost Rep Performance Identifies common themes and actions amongst reps that close the most deals Account Engagement Allows users to track the level of engagement with each account and provides insights on frequency of engagement Historical Win/Loss Patterns Identifies common themes among historical deals that are won or lost to provide insights into successful strategies Show More ##### ## Generative AI (5) 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 Summarization Condenses long documents or text into a brief summary. 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. Show More ##### ## Agentic AI - Revenue Operations & Intelligence (RO&I) (5) 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 Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Email Tracking (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 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 Show More ##### ## Agentic AI - Sales Analytics (5) 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 Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Sales Coaching (4) 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 Show More ##### ## Agentic AI - AI Sales Assistant (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 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 Show More ##### ## Agentic AI - Conversation Intelligence (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 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 Show More ## Top-Rated Alternatives [ ![Gong](https://images.g2crowd.com/uploads/product/hd_favicon/e33783a7fe09d9543772bf2218f64325/gong.svg "Gong") Gong 4.7/5 (6,491) ](https://www.g2.com/products/gong/reviews) [ ![Fathom](https://images.g2crowd.com/uploads/product/hd_favicon/041fb40aaa8c9360ddee9abbf33aea96/fathom-video.svg "Fathom") Fathom 5/5 (6,857) ](https://www.g2.com/products/fathom-video/reviews) [ ![Jiminny](https://images.g2crowd.com/uploads/product/hd_favicon/142696095ea6c4d8c73f30a50c0e74c6/jiminny.svg "Jiminny") Jiminny 4.6/5 (926) ](https://www.g2.com/products/jiminny/reviews) [ View All Alternatives ](https://www.g2.com/products/substrata-substrata/competitors/alternatives) Substrata Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ba7ec16c546d0110cfe515805013d68d/gong.png "Product Avatar Image") Gong 4.7/5 (6,666) [ Compare Now ](https://www.g2.com/compare/gong-vs-substrata-substrata) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_dee726cf705bf25cd1cc3b1ff354c90c/fathom-video.png "Product Avatar Image") Fathom 5/5 (6,875) [ Compare Now ](https://www.g2.com/compare/fathom-video-vs-substrata-substrata) ##### Categories on G2 [ AI Sales Assistant ](https://www.g2.com/categories/ai-sales-assistant)[ Conversation Intelligence ](https://www.g2.com/categories/conversation-intelligence)[ Sales Analytics ](https://www.g2.com/categories/sales-analytics) [ Email Tracking ](https://www.g2.com/categories/email-tracking)[ Sales Coaching ](https://www.g2.com/categories/sales-coaching)[ Revenue Operations & Intelligence (RO&I) ](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) Show More ##### Explore More [ User-friendly platforms for influencer marketing ](https://www.g2.com/discussions/user-friendly-platforms-for-influencer-marketing)[ What live chat tools do you actually use ](https://www.g2.com/discussions/what-live-chat-tools-do-you-actually-rely-on)[ Which financial audit tools help audit teams identify and track control weaknesses across business functions? ](https://www.g2.com/discussions/which-financial-audit-tools-help-audit-teams-identify-and-track-control-weaknesses-across-business-functions) [ What is the most affordable incident response software for SMBs? ](https://www.g2.com/discussions/what-is-the-most-affordable-incident-response-software-for-smbs)[ Which travel management tool is best for business owners ](https://www.g2.com/discussions/which-travel-management-tool-is-best-for-business-owners)[ Pros and Cons Details ](https://www.g2.com/products/substrata-substrata/reviews?qs=pros-and-cons) Show More [ User-friendly platforms for influencer marketing ](https://www.g2.com/discussions/user-friendly-platforms-for-influencer-marketing)[ What live chat tools do you actually use ](https://www.g2.com/discussions/what-live-chat-tools-do-you-actually-rely-on)[ Which financial audit tools help audit teams identify and track control weaknesses across business functions? ](https://www.g2.com/discussions/which-financial-audit-tools-help-audit-teams-identify-and-track-control-weaknesses-across-business-functions) [ What is the most affordable incident response software for SMBs? ](https://www.g2.com/discussions/what-is-the-most-affordable-incident-response-software-for-smbs)[ Which travel management tool is best for business owners ](https://www.g2.com/discussions/which-travel-management-tool-is-best-for-business-owners)[ Pros and Cons Details ](https://www.g2.com/products/substrata-substrata/reviews?qs=pros-and-cons)