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
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 Target Account List
Marketing Automation
Email Marketing, Campaign Management
Email Marketing
Automated follow-up emails
Campaign Management
Target audience segmentation and targeting (ABM) Planning and executing marketing campaigns ROI analysis and reporting Retargeting
Hosted by the vendor Hosted by the customer Hybrid hosting customer and vendor Hosted by 3th party
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