Contact Management, Sales Management, Marketing Automation, Customer Service and Support, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Contact center, Product, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information Demographic data Company information Duplicate management Duplicate automation Auto-Formatting Calculated Properties
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
Opportunity Management
Sales pipeline tracking
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 A/B Testing
Social Media Integration
Social media monitoring and engagement Content planning and publication Analysis of social media activities
Recording and tracking customer queries and issues Solution history and notes SLA
Self-Service Support
Knowledge base with frequently asked questions
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
Process Automation
Workflow design and automation Automated actions and triggers (sequences) 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 Payment Platform Customer Portal
Customization
Customized properties Labels, tags and categories Team Management
Contact center
Contact Channels, CCC-Tooling
Contact Channels
Multi-Channel (Contact) Forms
CCC-Tooling
Coaching
Product
Content creation, Website management
Content creation
Blogs
Website management
CMS Landingpages
Digitalisation & Technology
Technology - Basics
Technology - Basics
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