Multivariate Filtering

The solution provides the ability to filter contact and lead lists using a variety of criteria at both the contact and account hierarchy levels.

Contact Data Management

Includes the ability to not only manage information existing contacts, but also the ability to manage leads who are awaiting outreach.

Lead Scoring

The solution provides the ability to assign a lead score to curated contacts based on known attributes; the lead scoring engine is user-configurable.

Lead Ingestion

Includes the ability to notify sales teams of outstanding interactions, completed interactions, and common next steps for funnel progression.

Data Enrichment

The solution provides the ability to augment prospect or customer profiles in other systems (such as CRM or marketing automation) by leveraging curated contact.

Lead Notification Engine

The solution provides the ability to trigger notifications (via an in-platform tray and/or through e-mail or SMS alerts) when contact information has changed.

Analytics and Reporting

Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Open API

The solution provides an open API to easily shuttle data from the sales intelligence platform to other key sales or customer experience systems.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.