Success.ai Features

As reported in 11 Success.ai reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 11 reviewers of Success.ai have provided feedback on this feature.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 10 reviewers of Success.ai have provided feedback on this feature.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 10 Success.ai reviews.

Based on 10 Success.ai reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Based on 10 Success.ai reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 10 Success.ai reviews.

Based on 10 Success.ai reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 85 Success.ai reviews. Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 86 Success.ai reviews.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 85 Success.ai reviews.

As reported in 85 Success.ai reviews. Access pre-built and custom reports and dashboards.

As reported in 85 Success.ai reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 84 Success.ai reviews. Enables integration to external systems

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

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.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Ability to input, modify and extract data from the application in bulk through a structured file.

As reported in 10 Success.ai 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.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 10 Success.ai reviews.

Tools for importing/exporting data to/from the platform to support campaign setup and reporting. 170 reviewers of Success.ai have provided feedback on this feature.

Based on 168 Success.ai reviews. Supports extensibility through APIs to build and manage integrations with third-party tools.

As reported in 168 Success.ai reviews. "Offers a wide range of plug-and-play integrations with third-party applications. "

Integrates with CRM software, which can help provide context to your mailing lists. 170 reviewers of Success.ai have provided feedback on this feature.

Integrates with Social Media platforms, which can help expand your reach. 168 reviewers of Success.ai have provided feedback on this feature.

Integrates with e-commerce platforms, which can link directly to your online store. This feature was mentioned in 168 Success.ai reviews.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

As reported in 165 Success.ai reviews. Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates.

Based on 165 Success.ai reviews. Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates.

Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. This feature was mentioned in 164 Success.ai reviews.

List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. This feature was mentioned in 165 Success.ai reviews.

Based on 166 Success.ai reviews. Ability to send thousands of unique, personalized emails per second.

As reported in 169 Success.ai reviews. Tools for designing, editing, and personalizing email content for recipients.

Supports the ability to send outbound email campaigns to external recipients. 163 reviewers of Success.ai have provided feedback on this feature.

Maximizes inbox placement by managing spam compliance and sender reputation. 164 reviewers of Success.ai have provided feedback on this feature.

Automatically respond to user actions or triggers with predefined email messages. This feature was mentioned in 161 Success.ai reviews.

Based on 160 Success.ai reviews. Enables multiple users to login to the same account to maintain a single account for your entire marketing team.

Based on 159 Success.ai reviews. Ability to send secure and personalized survey invites to your contact list.

Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc. This feature was mentioned in 80 Success.ai reviews.

Based on 79 Success.ai reviews. Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc.

As reported in 81 Success.ai reviews. Does this product offer industry research data that you require?

Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used 24 reviewers of Success.ai have provided feedback on this feature.

Based on 78 Success.ai reviews. How accurate and up to date is the contact data?

How accurate and up to date is the company data? 78 reviewers of Success.ai have provided feedback on this feature.

How accurate and up to date is the technographic data? 22 reviewers of Success.ai have provided feedback on this feature.

Based on 77 Success.ai reviews. Ability to create targeted contact lists.

Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software. 78 reviewers of Success.ai have provided feedback on this feature.

Ability to clean/enrich existing data that is maintained in other systems This feature was mentioned in 78 Success.ai reviews.

As reported in 79 Success.ai reviews. Functionality to filter or segment data from within sales intelligence software

Offers search tools that allow users to find the data they need quickly 79 reviewers of Success.ai have provided feedback on this feature.

As reported in 78 Success.ai reviews. Alerts you to changes happening to industries, companies and people you follow

As reported in 77 Success.ai reviews. Find the people you know that can introduce you to contacts at prospects

As reported in 77 Success.ai reviews. Provides ability to create the reports that meet your business requirements

Provides ability to message contacts directly from within the sales intelligence software 77 reviewers of Success.ai have provided feedback on this feature.

Product accurately cleans, deduplicates, and verifies lead data. 117 reviewers of Success.ai have provided feedback on this feature.

Based on 116 Success.ai reviews. Product enriches existing lead data with missing information.

Product provides accurate, up-to-date contact information for leads, such as email address or phone number. 123 reviewers of Success.ai have provided feedback on this feature.

Prioritizes leads through lead scoring, market insights, account-level insights, etc. 116 reviewers of Success.ai have provided feedback on this feature.

As reported in 112 Success.ai reviews. Product offers a browser extension that validates or enriches lead information within the user’s browser.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt. 130 reviewers of Success.ai have provided feedback on this feature.

As reported in 125 Success.ai reviews. Condenses long documents or text into a brief summary.

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Works across multiple software systems or databases 36 reviewers of Success.ai have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

As reported in 13 Success.ai reviews. Capability to perform complex tasks without constant human input

As reported in 12 Success.ai reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes This feature was mentioned in 13 Success.ai reviews.

Works across multiple software systems or databases This feature was mentioned in 13 Success.ai reviews.

Works across multiple software systems or databases This feature was mentioned in 12 Success.ai reviews.