Contact Management, Sales Management, Marketing Automation, Customer Service and Support, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Contact center, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information Demographic data Company information Duplicate management Duplicate automation Auto-Formatting Calculated Properties Company data enrichment
Interaction History
Notes and comments on customer conversations Past purchases and transactions Communication channels
Sales Management
Lead Management, Opportunity Management
Lead Management
Lead generation and qualification Lead scoring and prioritization Lead assignment to sales teams Automatic lead rotation
Opportunity Management
Target Account List
Marketing Automation
Email Marketing, Campaign Management, Social Media Integration
Email Marketing
Creating and managing email campaigns Automated follow-up emails Email tracking and analytics
Campaign Management
Target audience segmentation and targeting (ABM) Planning and executing marketing campaigns ROI analysis and reporting Ads Retargeting Ad conversion management A/B Testing
Social Media Integration
Social media monitoring and engagement Content planning and publication Analysis of social media activities Brand Monitoring Social Media Optimization Content Trend Scanner
Customer Service and Support
Self-Service Support, Complaint Management
Self-Service Support
Online forums and communities
Complaint Management
Customer satisfaction surveys
Reporting and Analytics
Performance Reports, Data Analysis
Performance Reports
Sales performance and results Marketing return on investment and effectiveness Customer Satisfaction Surveys
Data Analysis
Customer segmentation and audience analysis Trend analysis and predictive models Data visualization and dashboards Compliance
Workflow Automation
Task and Calendar Management, Process Automation
Task and Calendar Management
Task and Calendar Management Calendar integration and scheduling Content Calendar
Process Automation
Workflow design and automation Automated actions and triggers (sequences) Approval workflows and process streamlining Automated Publisher
Integrations and Data Management
Email Integration, System Integrations & Addons, Customization
Email Integration
Email client synchronization Email tracking and archiving Email templates and personalization
System Integrations & Addons
Integration with other business systems Data exchange and synchronization API connectivity for custom integrations Document Management
Customization
Customized properties Labels, tags and categories Team Management
Contact center
Contact Channels, CCC-Tooling
Contact Channels
(Contact) Forms Whatsapp for Business
CCC-Tooling
Snippets Coaching
Digitalisation & Technology
Technology - Basics
Technology - Basics
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