Call Management

CRM integration, click-to-dial, call forward/record/log and many more in one place to ensure each agent can access all the information from a single place.

E-Mail Campaign Management

The ability to execute segmented outbound e-mail campaigns to leads and prospects, leverage pre-generated e-mail templates, track and report campaign metrics.

E-Mail Integration

The solution provides the ability to send and receive emails via an integrated email client, such as Outlook, or Gmail, or through the tool.

Sales Analytics

Provides dashboards, reporting and analytics tools for managing outbound lead generation campaigns, inbound prospect communications and pipeline tracking.

CRM Integration

The solution provides lockstep integration with popular CRM (or CDP) vendors.

Pipeline Management

The solution provides the ability to capture and track prospects throughout the sales lifecycle from initial unqualified lead to conversion.

Dialer Integration

The solution provides the ability to integrate with telephony dialer systems to queue and manage outbound call campaigns.

Workflow Automation

Provides a business rules engine for managing outbound lead generation campaigns, inbound prospect communication and routing of leads to qualified sales agents.

Omnichannel Campaign Management

The solution provides the ability to manage prospect conversations via other channels such as live chat, social and SMS.

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.

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 IT Administration

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

Ease of Data Integration

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

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.

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.

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.

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.

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.

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.