Contact Management, Sales Management, Marketing Automation, Customer Service and Support, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Contact center, Product, Projects, Service & Staff, 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
Sales pipeline tracking Quotations and proposals CPQ Sales forecasts and targets Target Account List Digital Signing Playbooks
Marketing Automation
Email Marketing, Events, Campaign Management, Social Media Integration
Email Marketing
Creating and managing email campaigns Automated follow-up emails Email tracking and analytics
Recording and tracking customer queries and issues Ticket prioritization and escalation Solution history and notes SLA
Self-Service Support
Knowledge base with frequently asked questions Online forums and communities Chatbots and virtual assistants
Complaint Management
Complaint registration and follow-up Escalation procedures 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 Automated notifications and reminders Content Calendar
Process Automation
Workflow design and automation Automated actions and triggers (sequences) Approval workflows and process streamlining
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 Payment Platform Customer Portal
Customization
Customized properties Labels, tags and categories Team Management
Contact center
Contact Channels, CCC-Tooling
Contact Channels
Multi-Channel Voice / VOIP (Contact) Forms Live chat
Project Registration Project Control Hours Registration
Service & Staff
Registration
Registration
Service Contracts Service Objects & Locations
Digitalisation & Technology
Technology - Basics
Technology - Basics
Hosted by the vendor Hosted by the customer
Ready to get started?
We therefore offer independent and honest advice. In doing so, we bring balance to the market so that you can confidently select the optimal software solution, knowing that your success is our top priority.
