Valuecase Features

Ability to import sales and marketing collateral built outside of the solution

Provides capabilities for building unique sales and marketing content within the product.

Provides pre-built templates for fast and simple content creation.

Able to easily search, locate, and retrieve relevant content.

Centralized repository to store content and assets

Manage, store and organize emails within the system or via third-party apps

Pre-designed layouts that can be customized to match preferences and requirements

Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l

Sends a notification when a prospect engages or interacts with content.

Tracks the level of engagement for a specific account based on the presented content.

Tracks how frequently a particular piece of content is being used and monitors its effectiveness.

Arrange tasks based on the level of priority or urgency

Allows users to simultaneously collaborate on a document within the application.

Stores different versions of a document.

Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients.

Allows businesses to solicit feedback on projects or documents from clients.

Provides billing and invoicing within the application.

Provides internal and/or external instant messaging capability.

Offer project management features like task creation and tracking within the application.

Offer analytics concerning productivity or client engagement.

Allows businesses to track time spent on projects within the application.

Provides a mobile application.

Tracks metrics that provide insight into how a user interacts with any interface or product

Provide customizable workflows for onboarding activities and tasks.

Include templates for onboarding project plans and documents.

Generate checklists to monitor the prograss of onboarding projects.

Track tasks, project, and dependencies using timeline views or GANTT charts.

Allocate resources to tasks and projects, and track their costs.

Manage onboarding documents, training materials, and other content.

Assign and track onboarding tasks to internal and external stakeholders.

Identify trends and analysis that can be used to optimize onboarding.

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Establish measurable goals and objectives and track their progress over a specific period of time

Manage and track all internal and external communication conducted via calls, email, text, or chat

Provider a portal for customers and external users to collaborate and share documents.

Initiate interactions with customers by proactively starting conversations or providing informational content

Create white-label portals by customer, product, or project.

Provide multiple levels of visibility accrosss all onboarding stages.

Allow internal and external users to collaborate without loging into the system.

Add customized logos and colors to align with company branding

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.

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 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 chat with prospects within the virtual sales room.

Provides features to intregate with CRM software.

Provides features to integrate with internal messaging systems.

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

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.

Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.

Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.

Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way

Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments

Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth

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

Communicate using direct chat or messages within the system

Tools designed to streamline the process of lead generation and management for sales teams

Distributing content through various platforms or channels

Adjust communications based on previous interactions or personal preferences

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

Create, manage and track all task activities and progression

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

Track and document all activities across devices, networks, and other systems

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

Application programming interface that allows for integration with other systems/databases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Record audio and/or video

Provides a channel for team members to share media files, communicate, and work together

Schedule appointments via a calendar

Notifications that are delivered to users as soon as an event occurs

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

Caters to sales teams

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Plan availability and assign specific time slots for tasks and resources

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track delivered, received, and opened emails

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Track interaction history by documenting conversations for contacts

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Automatically identify and save contact information of potential customers

Record the audio of phone conversations for quality assurance purposes

Create, save, and re-purpose templates for emails, forms, etc.

Add customized logos and colors to align with company branding

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Organize and manage the accomplishments and development of employees or performance of applications or systems

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

Store, manage, and track all electronic documents in a centralized location

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Manage the process of planning and scheduling meetings, including agenda creation

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

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

Supports various video file formats

Supports audio files

Tracks metrics that provide insight into how a user interacts with any interface or product

Manage, organize, and store contact information

Allows employees to set and manage work or career related goals

Define sales targets and create strategies to meet goals or marketing results

Access software remotely via mobile devices

Integration with third-party CRM systems

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Define levels of authorization for access to specific files or systems

Games or game-like elements to track progress and reward accomplishments

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

Track all opportunities for potential sales and convert them into recurring revenue

Distribute training content in bite-size pieces that can be consumed in short periods of time

Digitally share pre-made materials and self-created content with others

Receive data and information in real time

Streamlining repetitive tasks and activities through automated and predefined workflows

Leave comments and notes on documents for others to view

Application programming interface that allows for integration with other systems/databases

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

Create, manage and track all task activities and progression

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

Assemble applications and processes by dragging over and arranging pre-built components

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

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Measure and track time including hours worked and paid time off (PTO)

Protect sensitive data for digital privacy

Allow users to access multiple services after entering their login credentials once

Track and document all activities across devices, networks, and other systems

Customize data fields to support various needs and use cases

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Identify customers at risk of migration and activate strategies to retain them

Manage contact details and communication with clients

Communicate using direct chat or messages within the system

Form predictions based on past and present data/trends

Access software remotely via mobile devices

Adds a customizable form to the landing page, usually for the purposes of lead generation

Gauge satisfaction and receive information for improvement and success

Monitor sales and make necessary adjustment in order to increase demand and revenue

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Create, design and manage workflows for repetitive tasks

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

Track and manage schedules and meetings via an integrated calendar

Track and manage adherence to policies for any service, product, process, or supplier

Electronic storage of stakeholder contact information

Digital forms that are shared and accessed online

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Track all company interactions with current clients

A digital list of items that need to be completed

Store, manage, and track all electronic documents in a centralized location

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

Process of dividing customers into groups based on common characteristics

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Digitally sign online documents

Track the status and progress of tasks

A record of all activities within the system, including user access, changes made, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Accept and process online payment transactions

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Custom forms to streamline repetitious aspects of a document

Receive data and information in real time

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Manage, store and organize emails within the system or via third-party apps

Manage and support multiple languages

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

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

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components