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 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
Opportunity Management
Sales pipeline tracking CPQ Target Account List
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
Campaign Management
Target audience segmentation and targeting (ABM) Planning and executing marketing campaigns ROI analysis and reporting Ads Retargeting A/B Testing
Social Media Integration
Content planning and publication
Customer Service and Support
Ticket Management, Self-Service Support
Ticket Management
SLA
Self-Service Support
Knowledge base with frequently asked questions
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
Automated actions and triggers (sequences) Automated Publisher
Integrations and Data Management
Email Integration, System Integrations & Addons, Customization
Email Integration
Email client synchronization 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
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.
