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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Graphly has been recognized as the leading reporting platform for Infusionsoft users, a title awarded by the founders of Infusionsoft themselves. When performance is tracked, it tends to enhance, and when performance is both tracked and reported, the speed of improvement tends to accelerate significantly. Marketing Monitor enables users to analyze website traffic, document evolving lead sources, evaluate funnel conversions, make adjustments, enhance strategies, and repeat the process for ongoing success. Sales functionality allows for the tracking of individual sales representative performance, revenue forecasting, and examination of both gross and net revenue figures. Customer service capabilities include reviewing net promoter scores, fulfilling orders, boosting retention rates, and ensuring customer satisfaction. The Tag Funnel feature illustrates the quantity of contacts associated with specific tags over a selected timeframe, showcasing how many tags are assigned to contacts during that period. Additionally, it tracks the current lifetime value trends of customers throughout a designated duration and forecasts adjusted revenue from active opportunities based on their stage probabilities. The platform also provides a comprehensive view of appointments, notes, and tasks for each user, facilitating comparisons among team members to enhance overall productivity and accountability. Ultimately, Graphly empowers Infusionsoft users with invaluable insights that drive growth and efficiency across various business functions.

Description

Una Software serves as a sophisticated platform for revenue intelligence and planning, aiming to consolidate data, enhance customer journeys, and optimize revenue operations (RevOps) through its suite of AI-driven tools. This platform is tailored to support go-to-market (GTM) teams by offering a centralized data management and analysis resource, utilizing features such as connectors for seamless data integration, benchmarker for performance and funnel comparisons, and Forecaster for predictive modeling of revenue. By employing journey diagnostics, Una makes the customer lifecycle visible, empowering teams to collaboratively identify, address, and resolve challenges that arise. Furthermore, it coordinates schedules across various departments and tracks actions effectively while providing valuable insights into customer health, including metrics like customer lifetime value and customer acquisition cost. Una's design ensures that essential insights are transformed into actionable tasks, fostering alignment among teams for ongoing enhancement and informed strategic choices, thereby driving greater organizational success. Ultimately, the platform embodies a commitment to continuous improvement and data-driven decision-making.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage
Gainsight
HubSpot CRM
HubSpot Customer Platform
Keap
Microsoft Excel
NetSuite
QuickBooks Online
Salesforce

Integrations

Adobe Marketo Engage
Gainsight
HubSpot CRM
HubSpot Customer Platform
Keap
Microsoft Excel
NetSuite
QuickBooks Online
Salesforce

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

LEAP

Founded

2009

Country

United States

Website

leapmade.com

Vendor Details

Company Name

Una

Country

United States

Website

unasoftware.com

Product Features

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Product Features

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Alternatives

Alternatives

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