Unify Features

Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc.

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

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

Provides detailed contact-level buyer intent data

Provides aggregated intent data for individual contacts to supply an account-level view of intent

Ability to connect offline databases to collect information that can be matched to online devices

How accurate and up to date is the contact data?

How accurate and up to date is the company data?

How accurate and up to date is the technographic data?

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.

Ability to clean/enrich existing data that is maintained in other systems

Functionality to filter or segment data from within sales intelligence software

Offers search tools that allow users to find the data they need quickly

Alerts you to changes happening to industries, companies and people you follow

Find the people you know that can introduce you to contacts at prospects

Provides ability to create the reports that meet your business requirements

Provides ability to message contacts directly from within the sales intelligence software

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

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.

Access pre-built and custom reports and dashboards.

Enables integration to external systems

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.

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.

Product accurately cleans, deduplicates, and verifies lead data.

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.

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

Product offers a browser extension that validates or enriches lead information within the user’s browser.

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.

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.

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.

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.

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

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.

Automates the entry of collected data.

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.

Tracks and analyzes sales representative performance.

Measure return on investment and leverage data to predict profitability of future projects.

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

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

Integrates with calendar software so users can seamlessly schedule calls.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Provides gamifaction features to rank sales reps on performance

Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.)

Provides the ability to customize the relevant topics that are tracked

Provides natural language processing (NLP) to identify topics within content (i.e. number of people researching a topic from a business)

Provides buyer intent alerts that can be delivered in a variety of formats (i.e. email, text message, etc.)

Ability to provide a dashboard showcasing intent that streams in real-time (as opposed to bulk deliveries)

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.

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.

Provides features to create and manage lists of potential customers This feature was mentioned in 13 Unify reviews.

Monitors form’s performance and contribution to the sales pipeline 12 reviewers of Unify have provided feedback on this feature.

Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page This feature was mentioned in 12 Unify reviews.

As reported in 10 Unify reviews. Records leads using different types of devices

Based on 10 Unify reviews. Captures form submissions from existing forms on websites or landing pages

Captures leads across social media channels

As reported in 11 Unify reviews. Captures measurable, real customer data gathered directly from a website

Exports and imports lead data to and from various formats like plain text, spreadsheets, etc. 12 reviewers of Unify have provided feedback on this feature.

As reported in 12 Unify reviews. Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.

Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter

As reported in 11 Unify reviews. Changes colors, calls to action, or form length to personalize lead capture

Provides pre-configured templates that can be customized by users 11 reviewers of Unify have provided feedback on this feature.

Integrates with sales and marketing software solutions to transfer lead data between them This feature was mentioned in 12 Unify reviews.

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.

Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used

Is this technographic data accurate and up to date?

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Works across multiple software systems or databases

Works across multiple software systems or databases

Works across multiple software systems or databases

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

Makes informed choices based on available data and objectives

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

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

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

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

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.