Outreach

Sales Collateral Management

The platform allows sellers and marketers to create, maintain, update, distribute and track content such as client-facing presentations and collateral.

Application Integration

The platform allows for functional and data integration with common enterprise applications such as CRM, CSM, ERP, email marketing, etc.

Collaboration

Includes ability to view, share and direct work between co-workers in real or near real-time.

Lead Generation and Funnel Management

Generate leads from campaigns such as e-mail campaigns or whitepaper downloads, score and qualify leads, route leads and report on lead status in a sales funnel

Next-Best-Action Recommendations

Suggest recommended actions or next steps to sales representatives i.e. e-mail content, phone touchpoints or objection handling scripts to maximize close rates.

Content Analytics and Scoring

The solution has a reporting engine that delivers insights about what content sales teams use, asset engagement, conversions and how content is driving revenue.

Onboarding and Training

The solution provides capabilities to train, coach, or onboard new sales hires.

Multi Device Capability

Intuitive interface for any device for any role and provides access via web or native mobile app.

Intelligent Search

Knowledgebase search with content indexing, and search of external content repositories. Proactive search and auto-suggestions. Natural language processing.

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.

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.

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.

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.

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.

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 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.

Ease of Data Integration

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

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.

Ease of IT Administration

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