Uberflip a PathFactory Company Features

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Review data from past periods to reveal recurring tendencies and predict future performance

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Helps allocate marketing budget based predicted amount of incoming revenue.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Allows for custom report types to match the goals of a company.

Provides tools to analyze every stage of the customer journey to customize an account-based funnel.

View and track pertinent metrics to find patterns and gain insights from data

Track and interpret campaign performance metrics

Brings together ABM audience creation, management, activation, and measurement all in one centralized platform.

Builds, defines, and segments targeted account audiences.

Matches leads to accounts for account-based marketing efforts.

Coordinates consistent and unified interactions across multiple channels, such as email, social media, website personalization, or direct mail.

Customizes tailored content and offerings that address specific interests or pain points for target accounts.

Ability to deliver unique content for each account that visits a company's website.

Allows companies to create and distribute personalized content within an account-based marketing strategy.

Measure the influence and performance of ABM programs for each targeted audience.

Provides a complete view of how all ABM programs drive revenue.

Ability to integrate with other martech software that helps account-based programs, including but not limited to CRM software, marketing automation software, buyer intent data tools, etc.

Ability to monitor page views and conversions per account as they engage with a personalized website and content.

Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing.

Ability to centralize, organize, and store content in a holistic way for easy and timely retrieval throughout the consumer's journey.

Ability to measure the revenue influence and ROI of every piece of content.

Track who is looking at proposals and how often or for how long.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Find out which pieces of content are performing best.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Program in-app and email notifications for approval milestones or actions.

Meets required regulartory compliances.

Allows the signor to easily and intuitively sign documents.

Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Provides users with configure, price and quote capabilties.

Allows users to attach video proposals within the virtual sales room.

Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.

Provides users with a repoistory of relevant content to share with clients.

Allows users to run video calls within the browser.

Allows users to chat with prospects within the virtual sales room.

Provides features to intregate with CRM software.

Provides features to integrate with internal messaging systems.

Provides features to integrate with vidoe conferencing software.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Text-based tags or codes added to the end of a URL that monitor and track link performance

Set up connections to third-party platforms to improve business processes

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

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

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

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Monitors and analyzes a large amount of data points, such as buyer intent and engagement signals to help identify priority accounts or leads.

Uses AI to automatically generate personalized emails, content, or messaging based on account intelligence and signals.

Use AI to generate content in the form of text, images, videos, etc.

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Engage with a lead throughout the sales process by actively providing information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Engage with a lead throughout the sales process by actively providing information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Engage with a lead throughout the sales process by actively providing information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content