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Application Integration

Includes functional and data integration with common applications such as CRM, CSM, ERP, email, etc.

Dashboards, Analytics and Reporting

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

Collaboration

Able to share feedback, calls or videos with other individuals within the organization and allow peers to give feedback.

Custom Scorecard Templates

Ability to customize templates based on organizational KPIs, activities and objectives.

Coaching Notes

The solution allows managers to provide comments and feedback on calls, pitch practices etc. and to assign a score based on predefined scorecard.

Gamification

Create and track sales contents or competitions, badges, live leaderboards and SPIFFs to drive behavioural change.

Coaching Records

Centralized view of all evaluations, ratings, feedback by user.

Call Ingestion

The platform can record or import sales calls from multiple channels i.e. phone, conference services, meeting platforms like Teams, WebEx or Zoom.

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.

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.

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.

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.

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.

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.

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.