Contact Management, Sales Management, Marketing Automation, 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 Auto-Formatting 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
Campaign Management
Campaign Management
Target audience segmentation and targeting (ABM)
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
Workflow Automation
Task and Calendar Management, Process Automation
Task and Calendar Management
Automated notifications and reminders
Process Automation
Workflow design and automation Automated actions and triggers (sequences) Approval workflows and process streamlining
Integrations and Data Management
System Integrations & Addons, Customization
System Integrations & Addons
Integration with other business systems Data exchange and synchronization Document Management Customer Portal
Customization
Customized properties Labels, tags and categories Team Management
Contact center
CCC-Tooling
CCC-Tooling
Snippets Transcripting
Product
Product Management
Product Management
Product Information
Projects
Administration
Administration
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
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.
