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Average Ratings 8 Ratings

Total
ease
features
design
support

Description

CustomerOS takes the guesswork out of lead generation by delivering a data-driven platform built to surface the most qualified B2B leads. By analyzing website data, it automatically creates an Ideal Customer Profile (ICP) and filters out unqualified prospects, ensuring teams only focus on high-fit leads. Its real-time intent tracking allows marketers to know exactly which stage each lead is at in their buying journey, from education to evaluation to purchase readiness. Each account brief provides detailed insights into lead behavior, reasons for qualification, and recommended next actions, making outreach more relevant and effective. The platform has been credited with boosting sales pipelines by 5x and helping teams close deals up to 30% faster. With a pay-only-when-you-book-a-meeting model, CustomerOS minimizes risk while maximizing ROI. Customers also benefit from lessons and strategies gained from the team’s prior $519M Voxbone exit, ensuring best-in-class GTM execution. Combined with AI-driven intelligence and compliance with SOC2, GDPR, and ISO27001, CustomerOS offers a modern, secure approach to accelerating growth.

Description

Salesforce Marketing Cloud Account Engagement, previously known as Pardot, stands out as the preferred solution for enhancing B2B marketing automation, eliminating the necessity for intricate IT or development support. This platform is tailored to empower users in generating high-quality leads and ensuring a steady flow of opportunities, ultimately enhancing profitability. Its comprehensive interface is packed with features such as Analytics, ROI Tracking, Campaign Segmentation, Channel Management, Drip Campaigns, Landing Pages, Web Forms, Lead Management, Nurturing and Scoring, Multivariate Testing, Search and Social Marketing, as well as Website Visitor Tracking. By employing this tool, businesses can forge enduring relationships with customers through scalable and personalized outreach while fostering alignment with sales and customer service teams. Users can create dynamic, customized emails and landing pages with mere clicks instead of coding, streamlining the process significantly. Additionally, sales representatives gain complete transparency into prospect engagement, facilitating an effortless transfer of leads to maximize conversion rates.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

6Connex
Bloobirds
Campaign Genius
Data Virtuality
Fable
GoodData
Gravity Forms
Insightly
Insites
LeadDoubler
Livestorm
Lytics
Membrane
ProjectManager
RegFox
Show
ValueCore
Veeqo
X (Twitter)
Xplenty

Integrations

6Connex
Bloobirds
Campaign Genius
Data Virtuality
Fable
GoodData
Gravity Forms
Insightly
Insites
LeadDoubler
Livestorm
Lytics
Membrane
ProjectManager
RegFox
Show
ValueCore
Veeqo
X (Twitter)
Xplenty

Pricing Details

$999/month
Free Trial
Free Version

Pricing Details

$1000.00/month/user
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

CustomerOS

Founded

2022

Country

United Kingdom

Website

customeros.ai

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/marketing/b2b-automation/

Product Features

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Landing Page

A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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