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 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
Events
Participants Sponsorship Management
Campaign Management
Target audience segmentation and targeting (ABM) Planning and executing marketing campaigns ROI analysis and reporting Ads Retargeting Ad conversion management A/B Testing
Social Media Integration
Social media monitoring and engagement Content planning and publication Analysis of social media activities Brand Monitoring Social Media Optimization
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.
