VBOUT Features
Platform (22)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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Workflow Capability
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.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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Sandbox / Test Environments
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.
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Document & Content Mgmt.
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.
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Performance and Reliability
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.
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Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Mobile Access
Access software remotely via mobile devices
Lead Generation
Manage the process of attracting and converting business prospects into leads
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Customization
System provides sufficient customization to meet business requirements
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Workflow Capability
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.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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Sandbox / Test Environments
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.
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Performance and Reliability
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.
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Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Lead Generation
Manage the process of attracting and converting business prospects into leads
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
List Management
Manage contacts across multiple mailing lists
Mobile Access
Access software remotely via mobile devices
Sales Force Automation (10)
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Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Partner Relationship Mgmt. (PRM)
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
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Opportunity & Pipeline Mgmt.
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.
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Task / Activity Management
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
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Desktop Integration
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
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.
Quote & Order Management
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.
Customer Contract Management
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.
Contract/License Management
Track, store, and access client contracts or licenses
Marketing Automation (7)
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Email Marketing
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.
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Campaign Management
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.
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Lead Management
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.
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Marketing ROI Analytics
Enables analysis of effectiveness of an organizations various marketing activities
Email Management
Manage, store and organize emails within the system or via third-party apps
File Management
Create, save, and store files
Deal Management
Defines specific deal parameters to negotiate and secure deals
Customer Support (20)
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Case Management
Tracks issues/help requests reported by customers through the resolution process.
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Customer Support Portal
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.
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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.
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Call Center Features
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.
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Support Analytics
Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Workflow Management
Create, design and manage workflows for repetitive tasks
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Sales Pipeline Management
Pipeline view and tracking lead status
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Predictive Analytics
Predict future data based on historical data sets
Document Management
Store, manage, and track all electronic documents in a centralized location
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Field Sales Management
Manage or track sales completed by field teams/employees
Integration (12)
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Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
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Integration APIs
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.
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Breadth of Partner 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.
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Internal Chat Integration
Incorporation of a chat or messaging system within an organization's internal communication infrastructure
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Real-Time Data
Receive data and information in real time
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Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
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Integration APIs
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.
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Breadth of Partner 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.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile & Social (7)
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Social Collaboration Features
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
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Social Network Integration
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.
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Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Customer Support
Provide online support for your customers through live chat or help desk functionality
Multi-Channel Social Integration
Integrate with more than one social media network
Reporting & Analytics (14)
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Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
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Dashboards
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
Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
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Basic Reporting
Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
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Web Analytics
Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.
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ROI Analytics
Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.
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Revenue Analytics
Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.
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SEO / Keyword Analytics
Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Behavior Analytics
Track and analyze user behavior within a system or network
Real-Time Analytics
Analyze and gain insights into data in real-time
Campaign Analytics
Track and interpret campaign performance metrics
Website Analytics
Track and analyze information regarding website visitors
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Sales Analytics
Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)
Email Marketing (4)
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Building and Personalizing Emails
Create and design emails with an editor; manage templates; personalize dynamically
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Sending Outbound Emails
Create targeted lists, schedule and manage bulk email sending.
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Manage Email Deliverability
Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
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Automated Email Responses
Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (8)
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Landing Pages and Forms
Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
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Dynamic Content
Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
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A/B Testing
Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
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Mobile Optimized
Support mobile-optimized emails, online forms, and landing pages.
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Search Tracking and Optimization
Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Multivariate Testing
Create many versions of emails, forms, or actions and gauge which is most effective
Customizable Forms
Customize contracts and forms to collect specific information
Lead Management (21)
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Marketing Lead Database
A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.
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Data Quality Management
Data quality consists of deduplication, cleansing, and appending your marketing database.
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Segmentation
Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.
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Lead Scoring and Grading
Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.
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Lead Nurturing
Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
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Email Tracking
Track delivered, received, and opened emails
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Automated Alerts and Tasks
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
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CRM Lead Integration
Sync lead, contact, account, and opportunity information with your CRM system.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Data
Receive data and information in real time
Social Marketing
Manage campaigns and track engagement for marketing efforts across social media channels
Email Marketing
Create and send email blasts/campaigns
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Activity Tracking
Track and document all activities across devices, networks, and other systems
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Campaign Segmentation
Search Marketing
Track visibility and traffic from search engines
SMS Marketing
Send promotional campaigns or transactional messages via text messages
Website Visitor Tracking
Monitor activity of individuals who visit your website using cookies
Campaign Management (7)
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Program Management
Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.
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Event / Webinar Marketing
Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.
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Calendaring
Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
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Budgeting
Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Social (7)
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Social Listening
Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
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Social Sharing
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
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Social Campaigns
Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
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Social Media Engagement
Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
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Social Media Advertising
Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Multi-Campaign
Manage multiple campaigns in one system
Social Management (11)
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Social Analytics
Reports on the performance of social media posts and campaigns.
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Social Publishing
Allows the creation, management, and scheduling of content to be shared across social media channels.
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Campaign Optimization
Identifies trends in social media campaigns, such as optimal posting times, to improve performance.
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Multi-Account Management
Manage and post content across multiple social media accounts and platforms simultaneously
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Social Ads
Provides features for managing and optimizing paid advertisements across social channels.
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Campaign Planning
Allows for categorizing or grouping individual posts to streamline social media marketing campaigns.
Hashtag Capabilites
Monitor hashtags, their trends, and analytics across all social media platforms
Multi-Campaign
Manage multiple campaigns in one system
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Automated Publishing
Establish rules for automatic propagation of social media posts across one or more channels
Real-Time Analytics
Analyze and gain insights into data in real-time
Reports & Dashboards (5)
Report Customizability
Allows user flexibility into manipulating and digging deeper into the data that is provided through the tool.
Report Exporting
Allows users to export reports from the product into an .xsl, .csv, or .pdf file.
Scalability
Allows marketer to add, track, and measure a multitude of social media accounts.
White Label
Offers a white labeling service for agencies or resellers to customize platform branding.
Customizable Reports
Alter the layout and content of reports
Social Analytics (17)
Competitor Analysis
Gathers and compares social data from competitors to help keep tabs on competition and benchmark progess in the social sphere.
Follower Analysis
Analyzes and illustrates follower information such as demographics, location, interests, etc.
Post Performance
Tracks how much engagement (views, likes, favorites, retweets, comments, etc.) each piece of content receives to highlight which types of content resonate best with the target audience.
Paid Campaign Tracking
Tracks and measures the success of paid advertising initiatives run on social media sites.
Attribution
Ties social activity to business results such as leads, conversions, and sales.
Hashtag Analytics
Analyzes the performance of hashtags and identifies popular or trending hashtags.
Sentiment Analysis
Uses AI to accurately assess the sentiment of social media content based on keywords and phrases.
Lead Attribution
Identify the source channel that resulted in a new lead in the system
Real-Time Analytics
Analyze and gain insights into data in real-time
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Campaign Analytics
Track and interpret campaign performance metrics
Keyword Tracking
Track and monitor a specific set of keywords
Influencer Tracking
Identify and track activity, including generated revenue, of prominent social media personalities that have sway over public opinion
Activity Tracking
Track and document all activities across devices, networks, and other systems
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Content & Collaboration (7)
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Content Calendar
Enables users to visualize all scheduled social campaigns and content in a timeline or calendar.
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Content Library
Allows users to upload and publish brand content from a shared library.
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Shared Inbox
Collects all customer messages and inquiries from multiple social channels and delivers them to a unified inbox.
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Approval Workflows
Automates the content approval process to ensure social posts are approved by managers or clients before publishing.
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Users and Permissions
Allows administrators to assign permissions for different users or teams to access certain platform features.
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Content Creation
Provides features for creating or editing social media assets.
Image Library
Store and manage images
Page Customization (5)
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Drag and Drop
Allows users to drag and drop items and content to customize their site's look.
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Templates
Provides ready-made templates for simplified landing page creation.
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Advanced Customization
Allows users to edit a page's HTML or CSS code, or add custom code.
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Content Library
Allows users to upload and manage content such as photos, videos, and audio.
Email Templates
Pre-made examples and templates for emails
Page Optimization (7)
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A/B Testing
Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.
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Mobile Responsive
Creates mobile responsive pages for optimized viewing on mobile devices.
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Web Analytics
Gives users insight into unique pageviews, conversions, visitor location and device type, etc.
SEO
Optimizes content to increase search engine result rankings.
Real-Time Analytics
Analyze and gain insights into data in real-time
Campaign Analytics
Track and interpret campaign performance metrics
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Integrations (5)
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E-Commerce Integration
Integrates with e-commerce platforms.
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Domain Integration
Allows companies to connect landing pages to their existing domain.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Generative AI (6)
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Proposal Generation
Create proposals based on costs of labor and materials
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Lead Generation
Manage the process of attracting and converting business prospects into leads
Agentic AI - Landing Page Builders (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - CRM (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Calendar/Reminder System
Notifications/alerts for upcoming events or tasks
Agentic AI - Marketing Automation (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Campaign Planning
Plan and strategize marketing campaigns
Agentic AI - Social Media Management (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Social Media Analytics (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Additional Functionality (194)
Social Promotion
Market event via social media tools
Customizable Branding
Add customized logos and colors to align with company branding
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Live Chat
Ability to chat online in real time
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Mass Texting
Send messages to multiple subscribers at the same time
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Email Templates
Pre-made examples and templates for emails
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Lead Capture
Automatically identify and save contact information of potential customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Marketing Calendar
See past and upcoming campaigns and communications in a calendar view
Customizable CTAs
Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Data Import/Export
Import and export data to and from software applications
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export
Import and export data to and from software applications
Lead Capture
Automatically identify and save contact information of potential customers
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Email Tracking
Track delivered, received, and opened emails
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Pipeline Reports
Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Segmentation
Group leads or contacts based on their specific characteristics
Customizable Fields
Customize data fields to support various needs and use cases
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Interaction Tracking
Track interaction history by documenting conversations for contacts
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Document Storage
Store and organize documents in a centralized system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Referral Tracking
Log and store the source of contacts/leads
Quotes/Estimates
Generate quotes or estimates for customers
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Email Templates
Pre-made examples and templates for emails
Sales Reports
Reports specific to sales analysis for trends and strategies
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Data Security
Protect sensitive data for digital privacy
Customizable Reports
Alter the layout and content of reports
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
For Startups
Primarily serving startup companies
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
For iPad Devices
Operate/access software on iPad Devices
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Activity Tracking
Track and document all activities across devices, networks, and other systems
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Mac Devices
Operate/access software on Mac Devices
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Gamification
Games or game-like elements to track progress and reward accomplishments
Prioritization
Arrange tasks based on the level of priority or urgency
Web-based Deployment
SaaS, web-based, online deployment
Softphone
Use your computer as a phone device to make calls over the internet
Single Sign On
Allow users to access multiple services after entering their login credentials once
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Mobile App
Access the system via a mobile application
Email Sequences
Set up automated email sequences to streamline outreach and engage leads/contacts
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Lead Assignment
Manually or automatically assign leads to sales reps
For Small Businesses
Designed for small businesses
Live Chat
Ability to chat online in real time
Business Card/Badge Scanning
Capture contact information by scanning a physical item and having the system automatically extract data from the scan
Data Visualization
Graphical representation of data
Customer Social Profiles
Track customers' activities across social networks and maintain details about their demographics, preferences & more
Social Promotion
Market event via social media tools
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Brand Tracking
Monitor social media posts or web that mention a particular brand
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Benchmarking
Compare key metrics for the business against prominent players in the industry
Content Library
Centralized repository to store content and assets
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Dashboard Creation
Creation and customization of dashboards
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Multi-Channel Data Collection
Collect information from multiple sources
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Commenting/Notes
Leave comments and notes on documents for others to view
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Post Scheduling
Schedules specific times for content to appear on social media platforms, blogs, websites etc.
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Data Import/Export
Import and export data to and from software applications
Data Visualization
Graphical representation of data
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Competitor Monitoring
Track activity of your competitors
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Customizable Branding
Add customized logos and colors to align with company branding
Real-Time Data
Receive data and information in real time
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Social Promotion
Market event via social media tools
Social Advertising
Create and manage advertising campaigns on social media networks
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Reporting
Active reporting of data and metrics
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Social Performance Management
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
API
Application programming interface that allows for integration with other systems/databases
Customizable Reports
Alter the layout and content of reports
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Customizable Branding
Add customized logos and colors to align with company branding
Social Advertising
Create and manage advertising campaigns on social media networks
Filtering
Find & retrieve relevant data or documents
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Keyword Tracking
Track and monitor a specific set of keywords
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Post Scheduling
Schedules specific times for content to appear on social media platforms, blogs, websites etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
API
Application programming interface that allows for integration with other systems/databases
Data Visualization
Graphical representation of data
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Social Promotion
Market event via social media tools
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Brand Tracking
Monitor social media posts or web that mention a particular brand
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Commenting/Notes
Leave comments and notes on documents for others to view
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Form Builder
Adds a customizable form to the landing page, usually for the purposes of lead generation
Contact Management
Manage, organize, and store contact information
Website Management
Built-in website builder or integration with third-party site
API
Application programming interface that allows for integration with other systems/databases
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Email Marketing
Create and send email blasts/campaigns
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Website Publishing Options
Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Branding
Add customized logos and colors to align with company branding
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Forms
Customize contracts and forms to collect specific information
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Real Time Editing
Preview and make real-time changes in the web content
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Forms Management
Store, manage and track all forms in a centralized location
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Customizable Fields
Customize data fields to support various needs and use cases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Autoresponders
Create and automatically send premade copy in response to customer messages
WYSIWYG Editor
What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Activity Tracking
Track and document all activities across devices, networks, and other systems
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Responsive Web Design
Web design that automatically adjusts to look good on different screen sizes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Lead Capture
Automatically identify and save contact information of potential customers
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Technology Glossary Features
View definitions of the features and discover new technology terms.
Program management is a crucial part of all organizations. Learn more about program management, how it differs from project management, the responsibilities of a program manager, and more.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.
Content libraries are a huge digital asset in a company’s content creation process. Learn more about content libraries and how they benefit marketing strategies.
Social engagement is the level of interaction people or brands have with online communities, helping build relationships, trust, and audience loyalty.


