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Description
Enhance your customer service from the very beginning. Experience the easiest software designed for effective customer management. With rapid installation, you can start operating within minutes. Detect risks and find upselling possibilities effortlessly. Create multiple health profiles that correspond to the customer journey from onboarding through to renewal. Consolidate all your customer lists into a single location, eliminating the hassle of sifting through spreadsheets or Salesforce account lists. We will seamlessly integrate with your entire technology ecosystem, simplifying customer segmentation immensely. At its foundation, Catalyst is tailored specifically for customer success managers. Our workflow features eliminate the monotonous tasks inherent in daily customer management, such as updating Salesforce fields and recording calls and meetings. Regardless of whether you are a Customer Success Manager, Sales Executive, or CEO, Catalyst is designed to streamline your workflow and enhance productivity. Moreover, its user-friendly interface ensures that all team members can easily navigate the system.
Description
Reintroduce meaningful relationships into your CRM with the top Key Account, Opportunity, and Content Management Suite designed specifically for Salesforce-focused organizations. Experience a remarkable 100% boost in both team collaboration and user engagement, allowing sales teams to formulate 5-10 new comprehensive account plans weekly. Initiate our app implementations and begin the onboarding journey within just a week, while significantly reducing the time allocated to account plan presentations by an impressive 80%. You've already invested in Salesforce, so empower your salesforce to maximize its potential. Transform the platform into a comprehensive strategic sales solution that B2B sales, operations, and support teams will eagerly embrace, utilizing the only all-encompassing Salesforce modernizer available. Gain insights into critical deal progression to proactively manage at-risk deals and pinpoint essential objectives while crafting actionable plans for swift victories. Additionally, uncover whitespace analysis and growth prospects within your key accounts.
Prolifiq CRUSH: The ultimate tool for proactive account planning within Salesforce, serving as your reliable source of truth while closing deals. This innovative solution not only streamlines your processes but also enhances overall sales effectiveness.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Catalyst Software
Country
United States
Website
catalyst.io
Vendor Details
Company Name
Prolifiq.ai
Founded
1999
Country
United States
Website
www.prolifiq.ai
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Data Platforms (CDP)
Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Product Features
Account Planning
Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis
Org Chart
Collaboration
Data Import / Export
Drag & Drop
Interactive Elements
Photos / Images
Publishing / Sharing
Templates
Sales Content Management
Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management