Substrata Features

Compiles data from a breadth of either internal or external sources. 200 reviewers of Substrata have provided feedback on this feature.

Based on 197 Substrata reviews. Enables user to communicate data by securely exporting and sharing it.

Based on 197 Substrata reviews. Allows users to view data visualizations on several devices.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 198 reviewers of Substrata have provided feedback on this feature.

As reported in 195 Substrata reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Based on 195 Substrata reviews. Provides scores or rankings of each prospect based on the data provided.

Based on 192 Substrata reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing.

Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 194 Substrata reviews.

Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 193 Substrata reviews.

Based on 190 Substrata reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

Enables competition between a sales team by providing things like challenges and scoreboards. 188 reviewers of Substrata have provided feedback on this feature.

Based on 188 Substrata reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Based on 191 Substrata reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

As reported in 271 Substrata reviews. Organizes knowledge from fellow sales representatives and other experienced employees for reference.

Based on 277 Substrata reviews. Offers content and training for new hires within the tool.

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. 267 reviewers of Substrata have provided feedback on this feature.

As reported in 267 Substrata reviews. Records users' practice or live pitches for future reference and improvement.

Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. 274 reviewers of Substrata have provided feedback on this feature.

Based on 270 Substrata reviews. Provides a scorecard to display team and/or individual performance.

Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. This feature was mentioned in 269 Substrata reviews.

Projects team sales performance publicly to reward and motivate employees. This feature was mentioned in 270 Substrata reviews.

Updates sales data in real-time so as to help teams remain close to their goals. This feature was mentioned in 268 Substrata reviews.

Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. 268 reviewers of Substrata have provided feedback on this feature.

Motivates employees by creating time-sensitive competititons that drive performance. This feature was mentioned in 268 Substrata reviews.

As reported in 338 Substrata reviews. Records the rate at which emails are opened.

Based on 336 Substrata reviews. Records the rate at which links in emails are followed.

Based on 338 Substrata reviews. Records the rate at which email attachments are opened or downloaded.

Syncs information from other software such as contacts, emails and calls to reduce manual data entry. 338 reviewers of Substrata have provided feedback on this feature.

Based on 337 Substrata reviews. Allows administrators to schedule out emails in advance.

Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 336 Substrata reviews.

Allows for the categorization of emails. 338 reviewers of Substrata have provided feedback on this feature.

Based on 334 Substrata reviews. Allows for the creation of templates for frequently-sent emails.

Offers a chatbot to initiate and carryout inital conversations with prospects and leads. 245 reviewers of Substrata have provided feedback on this feature.

Based on 246 Substrata reviews. Automatically calculates which leads are the most likely to become a customer.

As reported in 248 Substrata reviews. Automatically contacts all leads.

Utilizes natural language processing to set up meetings. 243 reviewers of Substrata have provided feedback on this feature.

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. 245 reviewers of Substrata have provided feedback on this feature.

As reported in 242 Substrata reviews. Automates the entry of collected data.

Based on 243 Substrata reviews. 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. 240 reviewers of Substrata have provided feedback on this feature.

As reported in 236 Substrata reviews. Tracks and analyzes sales representative performance.

As reported in 235 Substrata reviews. Measure return on investment and leverage data to predict profitability of future projects.

As reported in 235 Substrata reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

As reported in 341 Substrata reviews. Records sales calls and facilitates playback

Utilizes machine learning technology to analyze recorded sales calls 343 reviewers of Substrata have provided feedback on this feature.

Analyzes or facilitates the analysis of recorded and stored sales calls for insight 344 reviewers of Substrata have provided feedback on this feature.

Leverages analytics to qualify and score calls in real time This feature was mentioned in 341 Substrata reviews.

As reported in 345 Substrata reviews. Leverages technology to rate or "read" recordings to determine the impact of sales calls

As reported in 338 Substrata reviews. Transcribes sales calls from speech to text

Utilizes artificial intelligence technology to discover insights within recorded sales calls This feature was mentioned in 342 Substrata reviews.

Based on 149 Substrata reviews. Allows users to track how previous revenue forecasts have developed over time

As reported in 149 Substrata reviews. Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities

Based on 149 Substrata reviews. Reports results on revenue attainment, conversion rate, and overall revenue analytics

As reported in 150 Substrata reviews. Allows users to view data visualizations on several devices

Based on 149 Substrata reviews. Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.

As reported in 147 Substrata reviews. Provides users with ability to predict upcoming forecast based on AI insights and deal health

As reported in 148 Substrata reviews. Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success

Automatically associates calendar invites to update deal progress in a CRM This feature was mentioned in 146 Substrata reviews.

As reported in 148 Substrata reviews. Automatically associates sales activities within emails to the relevant accounts in your CRM

Based on 149 Substrata reviews. Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM

Automatically links marketing leads to sales generated opportunities in your CRM 145 reviewers of Substrata have provided feedback on this feature.

As reported in 146 Substrata reviews. Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Based on 146 Substrata reviews. Identifies accounts that sales reps aren't engaging with

Maximizes account coverage by determining the optimal number of accounts per rep This feature was mentioned in 145 Substrata reviews.

Identifies common themes among historical deals that are won or lost This feature was mentioned in 146 Substrata reviews.

Identifies common themes and actions amongst reps that close the most deals 145 reviewers of Substrata have provided feedback on this feature.

Allows users to track the level of engagement with each account and provides insights on frequency of engagement This feature was mentioned in 147 Substrata reviews.

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies 146 reviewers of Substrata have provided feedback on this feature.

Allows users to generate text based on a text prompt. This feature was mentioned in 230 Substrata reviews.

Condenses long documents or text into a brief summary. 230 reviewers of Substrata have provided feedback on this feature.

Condenses long documents or text into a brief summary. This feature was mentioned in 292 Substrata reviews.

Allows users to generate text based on a text prompt. This feature was mentioned in 333 Substrata reviews.

Based on 266 Substrata reviews. Condenses long documents or text into a brief summary.

Capability to perform complex tasks without constant human input 24 reviewers of Substrata have provided feedback on this feature.

Based on 24 Substrata reviews. Works across multiple software systems or databases

As reported in 24 Substrata reviews. Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting This feature was mentioned in 23 Substrata reviews.

Makes informed choices based on available data and objectives This feature was mentioned in 26 Substrata reviews.

Capability to perform complex tasks without constant human input 61 reviewers of Substrata have provided feedback on this feature.

Based on 60 Substrata reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases 60 reviewers of Substrata have provided feedback on this feature.

Improves performance based on feedback and experience 62 reviewers of Substrata have provided feedback on this feature.

Based on 62 Substrata reviews. Engages in human-like conversation for task delegation

Based on 61 Substrata reviews. Anticipates needs and offers suggestions without prompting

As reported in 67 Substrata reviews. Makes informed choices based on available data and objectives

Based on 35 Substrata reviews. Capability to perform complex tasks without constant human input

Based on 35 Substrata reviews. Works across multiple software systems or databases

Based on 35 Substrata reviews. Improves performance based on feedback and experience

Based on 35 Substrata reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting This feature was mentioned in 35 Substrata reviews.

Based on 79 Substrata reviews. Ability to break down and plan multi-step processes

Based on 79 Substrata reviews. Works across multiple software systems or databases

Based on 84 Substrata reviews. Improves performance based on feedback and experience

As reported in 90 Substrata reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input This feature was mentioned in 21 Substrata reviews.

Ability to break down and plan multi-step processes 20 reviewers of Substrata have provided feedback on this feature.

Works across multiple software systems or databases This feature was mentioned in 19 Substrata reviews.

Improves performance based on feedback and experience This feature was mentioned in 21 Substrata reviews.

Engages in human-like conversation for task delegation 20 reviewers of Substrata have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting 21 reviewers of Substrata have provided feedback on this feature.

Makes informed choices based on available data and objectives 21 reviewers of Substrata have provided feedback on this feature.

Capability to perform complex tasks without constant human input This feature was mentioned in 68 Substrata reviews.

Ability to break down and plan multi-step processes 68 reviewers of Substrata have provided feedback on this feature.

Works across multiple software systems or databases This feature was mentioned in 67 Substrata reviews.

Improves performance based on feedback and experience This feature was mentioned in 69 Substrata reviews.

Engages in human-like conversation for task delegation 67 reviewers of Substrata have provided feedback on this feature.

As reported in 67 Substrata reviews. Anticipates needs and offers suggestions without prompting

As reported in 68 Substrata reviews. Makes informed choices based on available data and objectives