VBOUT Features
Platform (15)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 18 VBOUT reviews.
Workflow Capability
As reported in 18 VBOUT reviews. 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.
User, Role, and Access Management
Based on 17 VBOUT reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 14 VBOUT reviews.
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. 12 reviewers of VBOUT have provided feedback on this feature.
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. This feature was mentioned in 15 VBOUT reviews.
Performance and Reliability
Based on 17 VBOUT 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.
Output Document Generation
As reported in 15 VBOUT 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.
Customization
Based on 69 VBOUT reviews and verified by the G2 Product R&D team. System provides sufficient customization to meet business requirements
Workflow Capability
Based on 68 VBOUT reviews and verified by the G2 Product R&D team. 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.
User, Role, and Access Management
Based on 71 VBOUT reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 26 VBOUT reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
As reported in 26 VBOUT 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.
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. This feature was mentioned in 38 VBOUT reviews.
Output Document Generation
As reported in 28 VBOUT 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.
Sales Force Automation (9)
Contact & Account Management
Based on 13 VBOUT reviews. 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
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. 11 reviewers of VBOUT have provided feedback on this feature.
Task / Activity Management
Based on 11 VBOUT reviews. 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.
Desktop Integration
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 10 reviewers of VBOUT have provided feedback on this feature.
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.
Marketing Automation (4)
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. 15 reviewers of VBOUT have provided feedback on this feature.
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. 15 reviewers of VBOUT have provided feedback on this feature.
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. 14 reviewers of VBOUT have provided feedback on this feature.
Marketing ROI Analytics
Enables analysis of effectiveness of an organizations various marketing activities 12 reviewers of VBOUT have provided feedback on this feature.
Customer Support (5)
Case Management
As reported in 12 VBOUT reviews. Tracks issues/help requests reported by customers through the resolution process.
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. 13 reviewers of VBOUT have provided feedback on this feature.
Knowledge Base
As reported in 13 VBOUT reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
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. 12 reviewers of VBOUT have provided feedback on this feature.
Support Analytics
Enables analysis of customer support activities to optimize customer support professionals, processes and tools. This feature was mentioned in 11 VBOUT reviews.
Integration (6)
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 17 VBOUT reviews.
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. This feature was mentioned in 18 VBOUT reviews.
Breadth of Partner Applications
Based on 16 VBOUT reviews. 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.
Data Import & Export Tools
Based on 71 VBOUT reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 63 VBOUT reviews and verified by the G2 Product R&D team. 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.
Breadth of Partner Applications
Based on 63 VBOUT reviews and verified by the G2 Product R&D team. 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.
Mobile & Social (3)
Social Collaboration Features
As reported in 12 VBOUT 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
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. 12 reviewers of VBOUT have provided feedback on this feature.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices. 10 reviewers of VBOUT have provided feedback on this feature.
Reporting & Analytics (8)
Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. This feature was mentioned in 12 VBOUT reviews.
Dashboards
Based on 13 VBOUT reviews. 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.
Basic Reporting
Based on 117 VBOUT reviews and verified by the G2 Product R&D team. 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.
Web Analytics
Based on 104 VBOUT reviews and verified by the G2 Product R&D team. 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.
ROI Analytics
Based on 78 VBOUT reviews and verified by the G2 Product R&D team. 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.
Revenue Analytics
Based on 76 VBOUT reviews and verified by the G2 Product R&D team. 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.
SEO / Keyword Analytics
Based on 47 VBOUT reviews. Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Email Marketing (4)
Building and Personalizing Emails
Based on 133 VBOUT reviews and verified by the G2 Product R&D team. Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
Based on 128 VBOUT reviews and verified by the G2 Product R&D team. Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Based on 125 VBOUT reviews and verified by the G2 Product R&D team. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
Automated Email Responses
Based on 120 VBOUT reviews and verified by the G2 Product R&D team. Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (5)
Landing Pages and Forms
Based on 122 VBOUT reviews and verified by the G2 Product R&D team. Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
Dynamic Content
Based on 103 VBOUT reviews and verified by the G2 Product R&D team. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
A/B Testing
Based on 99 VBOUT reviews and verified by the G2 Product R&D team. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
Mobile Optimized
Based on 108 VBOUT reviews and verified by the G2 Product R&D team. Support mobile-optimized emails, online forms, and landing pages.
Search Tracking and Optimization
Based on 91 VBOUT reviews and verified by the G2 Product R&D team. 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.
Lead Management (8)
Marketing Lead Database
Based on 111 VBOUT reviews and verified by the G2 Product R&D team. 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.
Data Quality Management
Based on 67 VBOUT reviews and verified by the G2 Product R&D team. Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
Based on 107 VBOUT reviews and verified by the G2 Product R&D team. 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.
Lead Scoring and Grading
Based on 102 VBOUT reviews and verified by the G2 Product R&D team. 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.
Lead Nurturing
Based on 95 VBOUT reviews and verified by the G2 Product R&D team. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
Based on 101 VBOUT reviews and verified by the G2 Product R&D team. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.
Automated Alerts and Tasks
Based on 99 VBOUT reviews and verified by the G2 Product R&D team. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
CRM Lead Integration
Based on 83 VBOUT reviews and verified by the G2 Product R&D team. Sync lead, contact, account, and opportunity information with your CRM system.
Campaign Management (4)
Program Management
Based on 65 VBOUT reviews and verified by the G2 Product R&D team. 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.
Event / Webinar Marketing
Based on 57 VBOUT reviews and verified by the G2 Product R&D team. 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.
Calendaring
Based on 87 VBOUT reviews and verified by the G2 Product R&D team. Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
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. This feature was mentioned in 39 VBOUT reviews.
Social (5)
Social Listening
Based on 91 VBOUT reviews and verified by the G2 Product R&D team. 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.
Social Sharing
Based on 99 VBOUT reviews and verified by the G2 Product R&D team. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
Social Campaigns
Based on 97 VBOUT reviews and verified by the G2 Product R&D team. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
Social Media Engagement
Based on 93 VBOUT reviews and verified by the G2 Product R&D team. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
Social Media Advertising
As reported in 47 VBOUT reviews. Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Social Management (7)
Social Analytics
Reports on the performance of social media posts and campaigns. This feature was mentioned in 13 VBOUT reviews.
Social Publishing
Allows the creation, management, and scheduling of content to be shared across social media channels. 14 reviewers of VBOUT have provided feedback on this feature.
Campaign Optimization
Identifies trends in social media campaigns, such as optimal posting times, to improve performance. 12 reviewers of VBOUT have provided feedback on this feature.
Social Engagement
Centrally manages social media content and conversations across multiple social channels. This feature was mentioned in 13 VBOUT reviews.
Social Ads
Provides features for managing and optimizing paid advertisements across social channels. This feature was mentioned in 11 VBOUT reviews.
Campaign Planning
Based on 13 VBOUT reviews. 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
Reports & Dashboards (4)
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.
Social Analytics (7)
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.
Content & Collaboration (6)
Content Calendar
Enables users to visualize all scheduled social campaigns and content in a timeline or calendar. 14 reviewers of VBOUT have provided feedback on this feature.
Content Library
Based on 11 VBOUT reviews. Allows users to upload and publish brand content from a shared library.
Shared Inbox
As reported in 11 VBOUT reviews. Collects all customer messages and inquiries from multiple social channels and delivers them to a unified inbox.
Approval Workflows
Automates the content approval process to ensure social posts are approved by managers or clients before publishing. 11 reviewers of VBOUT have provided feedback on this feature.
Users and Permissions
Based on 13 VBOUT reviews. Allows administrators to assign permissions for different users or teams to access certain platform features.
Content Creation
Provides features for creating or editing social media assets. This feature was mentioned in 13 VBOUT reviews.
Page Customization (4)
Drag and Drop
Allows users to drag and drop items and content to customize their site's look. 17 reviewers of VBOUT have provided feedback on this feature.
Templates
Based on 16 VBOUT reviews. Provides ready-made templates for simplified landing page creation.
Advanced Customization
As reported in 14 VBOUT reviews. Allows users to edit a page's HTML or CSS code, or add custom code.
Content Library
Allows users to upload and manage content such as photos, videos, and audio. This feature was mentioned in 13 VBOUT reviews.
Page Optimization (4)
A/B Testing
Based on 11 VBOUT reviews. Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.
Mobile Responsive
Creates mobile responsive pages for optimized viewing on mobile devices. This feature was mentioned in 10 VBOUT reviews.
Web Analytics
As reported in 11 VBOUT reviews. Gives users insight into unique pageviews, conversions, visitor location and device type, etc.
SEO
Optimizes content to increase search engine result rankings.
Integrations (3)
E-Commerce Integration
Integrates with e-commerce platforms. 12 reviewers of VBOUT have provided feedback on this feature.
Email Marketing Integration
As reported in 19 VBOUT reviews. Integrates with email marketing providers to share captured lead data.
Domain Integration
Allows companies to connect landing pages to their existing domain. This feature was mentioned in 17 VBOUT reviews.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Landing Page Builders (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - CRM (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
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
Agentic AI - Marketing Automation (6)
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
Agentic AI - Social Media Management (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
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
Agentic AI - Social Media Analytics (5)
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
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Technology Glossary Features
View definitions of the features and discover new technology terms.
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 process of communicating and participating with members of an online community. Discover how brands can measure their social engagement and implement best practices for online success.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.
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.




