Substrata Features
Data Sourcing (5)
Data Sourcing
Compiles data from a breadth of either internal or external sources. 200 reviewers of Substrata have provided feedback on this feature.
Exporting & Sharing Data
Based on 197 Substrata reviews. Enables user to communicate data by securely exporting and sharing it.
Multi-Device Data Visualization
Based on 197 Substrata reviews. 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. 198 reviewers of Substrata have provided feedback on this feature.
Data Segmentation
As reported in 195 Substrata reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.
Predictive Analytics (4)
Lead Scoring
Based on 195 Substrata reviews. Provides scores or rankings of each prospect based on the data provided.
Opportunity Scoring
Based on 192 Substrata reviews. 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. This feature was mentioned in 194 Substrata reviews.
Live Forecasting
Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 193 Substrata reviews.
Sales Management (4)
Live Pipeline Management
Based on 190 Substrata reviews. 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. 188 reviewers of Substrata have provided feedback on this feature.
Account-Based Analytics
Based on 188 Substrata reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.
Activity Tracking
Based on 191 Substrata reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.
Training (4)
Knowledge Base
As reported in 271 Substrata reviews. Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Based on 277 Substrata reviews. 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. 267 reviewers of Substrata have provided feedback on this feature.
Video Record
As reported in 267 Substrata reviews. Records users' practice or live pitches for future reference and improvement.
Feedback (7)
Review
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.
Scorecard
Based on 270 Substrata reviews. 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. This feature was mentioned in 269 Substrata reviews.
Leaderboard
Projects team sales performance publicly to reward and motivate employees. This feature was mentioned in 270 Substrata reviews.
Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals. This feature was mentioned in 268 Substrata reviews.
Notifications
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.
Competition
Motivates employees by creating time-sensitive competititons that drive performance. This feature was mentioned in 268 Substrata reviews.
Analytics (3)
Open Rates
As reported in 338 Substrata reviews. Records the rate at which emails are opened.
Link Activity
Based on 336 Substrata reviews. Records the rate at which links in emails are followed.
Attachment Activity
Based on 338 Substrata reviews. Records the rate at which email attachments are opened or downloaded.
Customizations (5)
Email Platform Integration
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.
Email Scheduling
Based on 337 Substrata reviews. Allows administrators to schedule out emails in advance.
Notifications
Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 336 Substrata reviews.
Email Categorization
Allows for the categorization of emails. 338 reviewers of Substrata have provided feedback on this feature.
Templates
Based on 334 Substrata reviews. Allows for the creation of templates for frequently-sent emails.
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads. 245 reviewers of Substrata have provided feedback on this feature.
Lead Qualification
Based on 246 Substrata reviews. Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
As reported in 248 Substrata reviews. Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings. 243 reviewers of Substrata have provided feedback on this feature.
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. 245 reviewers of Substrata have provided feedback on this feature.
Data Entry
As reported in 242 Substrata reviews. Automates the entry of collected data.
Integrations / APIs
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.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives. 240 reviewers of Substrata have provided feedback on this feature.
Peformance Tracking
As reported in 236 Substrata reviews. Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
As reported in 235 Substrata reviews. Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
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.
Call Analytics (4)
Call Recording
As reported in 341 Substrata reviews. Records sales calls and facilitates playback
Machine Learning
Utilizes machine learning technology to analyze recorded sales calls 343 reviewers of Substrata have provided feedback on this feature.
Call Analysis
Analyzes or facilitates the analysis of recorded and stored sales calls for insight 344 reviewers of Substrata have provided feedback on this feature.
Lead Qualification
Leverages analytics to qualify and score calls in real time This feature was mentioned in 341 Substrata reviews.
Agent Performance Management (3)
Customer Scoring
As reported in 345 Substrata reviews. Leverages technology to rate or "read" recordings to determine the impact of sales calls
Speech-to-Text
As reported in 338 Substrata reviews. Transcribes sales calls from speech to text
Artificial Intelligence
Utilizes artificial intelligence technology to discover insights within recorded sales calls This feature was mentioned in 342 Substrata reviews.
Revenue Sourcing and Forecasting (7)
Revenue History
Based on 149 Substrata reviews. Allows users to track how previous revenue forecasts have developed over time
Pipeline Management
As reported in 149 Substrata reviews. Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities
Dashboard Analytics
Based on 149 Substrata reviews. Reports results on revenue attainment, conversion rate, and overall revenue analytics
Multi-Device Data Visualization
As reported in 150 Substrata reviews. Allows users to view data visualizations on several devices
Data Segmentation
Based on 149 Substrata reviews. Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting
As reported in 147 Substrata reviews. Provides users with ability to predict upcoming forecast based on AI insights and deal health
Revenue Operations Cadence
As reported in 148 Substrata reviews. Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success
CRM Data Enrichment (5)
Calendar Sync
Automatically associates calendar invites to update deal progress in a CRM This feature was mentioned in 146 Substrata reviews.
Email Activity Capture
As reported in 148 Substrata reviews. Automatically associates sales activities within emails to the relevant accounts in your CRM
Conversation Intelligence
Based on 149 Substrata reviews. 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 145 reviewers of Substrata have provided feedback on this feature.
Contact Capture
As reported in 146 Substrata reviews. Automatically captures contacts engaged with and associates to relevant accounts in a CRM
Account Management (6)
Nonengaged Accounts
Based on 146 Substrata reviews. Identifies accounts that sales reps aren't engaging with
Account optimization
Maximizes account coverage by determining the optimal number of accounts per rep This feature was mentioned in 145 Substrata reviews.
Historical Patterns
Identifies common themes among historical deals that are won or lost This feature was mentioned in 146 Substrata reviews.
Rep Performance
Identifies common themes and actions amongst reps that close the most deals 145 reviewers of Substrata have provided feedback on this feature.
Account Engagement
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.
Historical Win/Loss Patterns
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.
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 230 Substrata reviews.
AI Text Summarization
Condenses long documents or text into a brief summary. 230 reviewers of Substrata have provided feedback on this feature.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 292 Substrata reviews.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 333 Substrata reviews.
AI Text Summarization
Based on 266 Substrata reviews. Condenses long documents or text into a brief summary.
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 24 reviewers of Substrata have provided feedback on this feature.
Cross-system Integration
Based on 24 Substrata reviews. Works across multiple software systems or databases
Adaptive Learning
As reported in 24 Substrata reviews. Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 23 Substrata reviews.
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 26 Substrata reviews.
Agentic AI - Email Tracking (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 61 reviewers of Substrata have provided feedback on this feature.
Multi-step Planning
Based on 60 Substrata reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases 60 reviewers of Substrata have provided feedback on this feature.
Adaptive Learning
Improves performance based on feedback and experience 62 reviewers of Substrata have provided feedback on this feature.
Natural Language Interaction
Based on 62 Substrata reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Based on 61 Substrata reviews. Anticipates needs and offers suggestions without prompting
Decision Making
As reported in 67 Substrata reviews. Makes informed choices based on available data and objectives
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Based on 35 Substrata reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Based on 35 Substrata reviews. Works across multiple software systems or databases
Adaptive Learning
Based on 35 Substrata reviews. Improves performance based on feedback and experience
Natural Language Interaction
Based on 35 Substrata reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 35 Substrata reviews.
Agentic AI - Sales Coaching (4)
Multi-step Planning
Based on 79 Substrata reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Based on 79 Substrata reviews. Works across multiple software systems or databases
Adaptive Learning
Based on 84 Substrata reviews. Improves performance based on feedback and experience
Decision Making
As reported in 90 Substrata reviews. Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 21 Substrata reviews.
Multi-step Planning
Ability to break down and plan multi-step processes 20 reviewers of Substrata have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 19 Substrata reviews.
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 21 Substrata reviews.
Natural Language Interaction
Engages in human-like conversation for task delegation 20 reviewers of Substrata have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting 21 reviewers of Substrata have provided feedback on this feature.
Decision Making
Makes informed choices based on available data and objectives 21 reviewers of Substrata have provided feedback on this feature.
Agentic AI - Conversation Intelligence (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 68 Substrata reviews.
Multi-step Planning
Ability to break down and plan multi-step processes 68 reviewers of Substrata have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 67 Substrata reviews.
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 69 Substrata reviews.
Natural Language Interaction
Engages in human-like conversation for task delegation 67 reviewers of Substrata have provided feedback on this feature.
Proactive Assistance
As reported in 67 Substrata reviews. Anticipates needs and offers suggestions without prompting
Decision Making
As reported in 68 Substrata reviews. Makes informed choices based on available data and objectives



