Aligns lead scores with predefined lead distribution criteria
Matches and assigns leads to the correct sales representative
Determines which leads should be prioritized and then accelerates them up the pipeline
Records calls for future reference.
Generates an area code local to where the user is calling to increase likelihood of pick-up.
Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
Gathers contacts from integrated tools, allowing users to call with one click.
Records the rate at which emails are opened.
Records the rate at which links in emails are followed.
Records the rate at which email attachments are opened or downloaded.
Assigns achievement badges to high-performing employees based on pre-determined standards.
Automatically recognizes achievements that should be added to the leaderboard.
Helps users determine sales goals by calculating potential commission rates.
Highlights top-performing employees to publicly reward their achievements.
Integrates with lead capture and lead intelligence tools to discover leads
Creates and assigns scoring system to rank the viability of leads
Integrates with CRM or marketing automation tools to contextualize lead data
Retains a log of extraneous contact information such as timezone and contact engagement.
Finds and opens saved contact information for reference at the time of a new call.
Record Prospect Data
Allows users to denote which contacts they believe are prospective customers.
Email Platform Integration
Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Allows administrators to schedule out emails in advance.
Reminds administrators to follow-up on emails based on pre-set reminders.
(Based on 9 reviews)
Allows for the categorization of emails.
Allows for the creation of templates for frequently-sent emails.
Creates user profiles similar to social media pages that display private or public statuses and updates.
Generates reports with customizable fields to further understand employee performance.
Visualizes individual and team insights such as new leads and outbound calls.
(Based on 21 reviews)
Allows teams to set trackable goals within the tool.
Reports on and analyzes lead scores to determine the conversion rate of lead opportunities
Aligns lead scores and strategy with existing sales operations
(Based on 11 reviews)
Allows users to take notes during or after the call for future reference.
Delivers users a daily summary of activity.
(Based on 19 reviews)
Sends automated voicemails to prospective clients who fail to answer.
Sends automated emails to increase engagement with prospective clients.
Organizes contacts based on probability of success.
Integrates with CRM and financial systems to help determine goals
Organizes team members by roles, activities and objectives and weighs tasks by importance.
Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Syncs lead data within the sales database for consistency and accuracy
Provides analysis on lead scores, funnel insights, and both open and closed opportunities