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All-New Act! CRM Introduces Powerful Marketing Automation Built for Small Business Success

The next generation of Act! CRM provides SMBs with the ultimate toolset to accelerate growth

Swiftpage, the provider of Act! CRM software, a leading cloud-enabled platform aimed at helping small and mid-sized businesses (SMBs) grow, today announced the next generation of Act! which marries proven CRM with powerful marketing automation. The new Act! represents a significant step forward, both for Swiftpage and the broader SMB market, and is available in English in North America, the United Kingdom, Australia, and New Zealand this week.

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For over 30 years, Act! has been a pioneer in the SMB market, acquiring six million users in over 100 countries, and today offers the rich functionality, unparalleled flexibility and exceptional value that enables a perfect fit for every customer.

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With the addition of marketing automation technology in the latest version of Act!, Swiftpage boasts the most comprehensive platform in the Conversion and Retention space. The new Act! is purpose-built for SMBs and includes rich Customer Management, Dynamic Sales Pipeline Management, Powerful Marketing Automation, Actionable Business Insights, and Integrations with hundreds of business optimization applications.

H. John Oechsle, president and CEO of Swiftpage, said, “Just like big enterprises, in order to stay competitive, small businesses are always looking for ways to improve customer engagement, drive retention, and increase loyalty through repeat business. With the introduction of Act! Marketing Automation to the portfolio, we are now able to provide our customers with the ultimate toolset to drive business growth.”

What’s New in Act!

Powerful Marketing Automation

Act! subscribers now have access to a single integrated platform combining CRM and Marketing Automation, allowing them to optimize all the ways they communicate with prospects and customers to maximize engagement and drive business growth. Act! Marketing Automation delivers comprehensive campaign management, a visual workflow designer to map out the perfect customer journey, real-time response metrics, and a time-saving CRM workflow to align marketing and sales efforts.

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Dynamic Sales Pipeline Management

Users can now manage their sales pipelines more effectively and intelligently with dynamic pipeline management tools, including an interactive sales funnel, in context KPIs, an actionable sales pipeline with drag-and-drop capabilities, and advanced filtering.

Subscriber Exclusive Enhancements

Act! delivers a number of additional valuable subscriber-exclusive enhancements driven by customers.

The Act! Growth Suite

For new users, Swiftpage’s SMB-focused Act! Growth Suite delivers Act! Marketing Automation and Act! CRM, on a single, integrated platform, at a great introductory price. Active Act! CRM subscribers will also benefit from an introductory price when taking advantage of the new, integrated Act! Marketing Automation as a part of their current subscription.

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Upland Software Releases Upgraded Analytics Platform to Deliver Native BI

Upland Software Released Three New Products to Deliver Increased Reporting Power

Upland Software, Inc. , a leader in cloud-based Enterprise Work Management software, has announced enhanced reporting capabilities on the existing integration between Upland Analytics and its Tenrox Professional Services Automation (PSA) application, as well as new integrations between Upland Analytics and three Upland products including Qvidian for RFP and proposal automation, PowerSteering for Project and Portfolio Management (PPM), and RightAnswers for Knowledge Management (KM).

This marks the company’s second release of Upland Analytics provides key enhancements to existing integration with Professional Services Automation (PSA) application and connects powerful reporting and data visualization software with its RFP and proposal automation, Project and Portfolio Management (PPM), and Knowledge Management (KM) solutions.

At the time of this announcement, Kevin Sequeira, SVP of Product Management at Upland, said, “With this release, we are excited to offer enhanced custom reporting capabilities on Tenrox PSA, along with new integrations of Upland Analytics with three additional Upland applications.”

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Upland Analytics offers customers the following benefits:

  • Existing professional services users will benefit from powerful insights through more customizable reporting and KPI tracking.
  • Sales and proposal professionals can increase win rates by monitoring team performance, content usage, and project due dates to better match team member skills with assignments; create more effective sales content; and deliver higher-quality RFP responses, proposals, and other sales projects on time.
  • Project portfolio managers and executives can visualize the overall health of their portfolio, gain immediate insight into the delivery and financial status of their projects, and enable rapid corrective action for at-risk projects.
  • Enterprise IT and customer support managers and administrators can maximize the return on their investment in Knowledge Management by gaining a quick summary of key KM indicators, deep insights into the health of their knowledge base, and intelligence on platform usage and adoption across their organization.

Kevin added, “This affirms our commitment to releasing customer-driven innovation that delivers measurable business value, and to connecting our solutions together through seamless integrations.”

Upland Analytics is built on Upland’s ComSci IT Financial Management (ITFM) application and draws on the consistent UplandOne design standard to create a consistent environment for customers. The platform provides key stakeholders with actionable business intelligence through customizable data visualization, reporting, and dashboards; real-time information sharing across organizations; and consolidated reporting from third-party data sources. Now integrated with four Upland solutions, Upland Analytics gives finance departments, project management organizations, bids and proposal teams, help desk centers, professional services organizations, and operations departments the ability to gain deep insights into their business performance and make more rapid, data-driven decisions.

“After adopting the KCS Methodology on Upland RightAnswers, we realized the need for more elaborate reporting capabilities to support those processes,” said Cheryl Wickwire, Customer Support Education & Release Manager at PointClickCare Technologies Inc.

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Cheryl added, “We are excited by the powerful, user-friendly, and intuitive interface that Upland Analytics provides us with within our existing Upland solution.”

A standard version of Upland Analytics is available to all Upland customers on Tenrox, PowerSteering, Qvidian, and RightAnswers. An enterprise version provides the ability to create custom views, unlimited user licenses, and connectivity with third-party data sources via Upland’s Integration Platform. The enterprise version of Upland Analytics is included with all Upland Platinum-tier Premier Success Plans.

Currently, Upland Software is a leading provider of cloud-based Enterprise Work Management software. The family of applications enables users to manage their projects, professional workforce, and IT investments; automate document-intensive business processes; and effectively engage with their customers, prospects, and community via the web and mobile technologies.

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Talkdesk Launches Cloud Contact Center Future at Opentalk18

AI-infused Talkdesk iQ showcased for the first time at the customer experience event of the year

Talkdesk, the enterprise contact center platform, announced significant platform enhancements and new products to drive the future of customer experience. During his keynote address at Opentalk18, Tiago Paiva, CEO of Talkdesk, launched Talkdesk iQ, which combines several new products and features powered by the company’s proprietary approach to artificial intelligence. The company also announced its $10 million Talkdesk Innovation Fund, established to advance the development of solutions with demonstrated potential to change the customer experience landscape.

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“With more than 500 features added in the past year alone, Talkdesk innovates faster, and delivers more value to our customers, than any other contact center solution provider,” said Talkdesk CEO, Tiago Paiva.

Tiago added, “With our AI-infused Enterprise Contact Center Platform, contact centers can move faster than ever before to exceed customer expectations and best their competition.”

Introducing Talkdesk iQ

With the launch of Talkdesk iQ, customer service leaders can immediately leverage the power of artificial intelligence (AI). Infused throughout the Talkdesk Enterprise Contact Center Platform, Talkdesk iQ mines billions of interactions to reveal customer insights and trends and drive predictive recommendations to optimize agent and contact center efficiency. This platform innovation delivers visible results leading to better customer/agent engagement, contact center operations, and decisions. Products powered by Talkdesk iQ include —

Talkdesk Omnichannel

Empowers contact centers to quickly identify, route and respond to high-profile customer support issues. Talkdesk Omnichannel provides integrated customer support through SMS, live chat, email, and dozens of social media and messaging apps including Facebook Messenger, Twitter, WhatsApp and more. Agents have quick access to customer profile information, ensuring a responsive, personalized experience. Talkdesk Omnichannel also delivers–

Social listening

Broad coverage and listening capabilities of all social media channels help contact centers respond immediately to urgent posts and quickly resolve issues. Using defined keywords or hashtags as triggers, social media posts are automatically routed as an inbound contact and prioritized for immediate resolution.

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Chatbot builder

Instantly build a bot, powered by Talkdesk iQ, to automate routine customer inquiries and issues with the ability to identify when a live agent is needed to optimize customer service.

Reporting

Gain a complete understanding of your team’s performance with centralized reporting across all interaction channels.

Talkdesk Analytics

A complete reporting and analytics suite designed to optimize every aspect of contact center operations.

  • Talkdesk Live – An API-based, customizable dashboard that lets supervisors display what matters most. Talkdesk iQ clusters and reveals trending topics, while configurable threshold settings provide instant alerts of potential problems.
  • Talkdesk Benchmark – Compare performance to industry peers by industry, region, employee or agent size, and identify areas of improvement to positively impact agent performance and customer satisfaction.
  • Talkdesk Explore – Improve contact center performance using data from any channel, device, or any point in the customer journey. Talkdesk Explore is a historical reporting and business analytics tool that provides quick access to large volumes of data. Features flexible filtering, scheduling, and customization options, as well as agent coaching recommendations, powered by Talkdesk iQ.

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Talkdesk Mobile

Talkdesk Mobile allows sales and service representatives to engage with the customers any time, anywhere, using any iOS- or Android-compatible device. Now Talkdesk customers can enjoy the power and flexibility of Callbar–the company’s floating desktop agent interface–using their iOS or Android device. Supports inbound and outbound call handling, and all browser-based functionality, including click-to-call, agent state management, and disposition.

Talkdesk iQ provides automatic customer mood detection so agents are empowered to appropriately and empathetically handle interactions.

Talkdesk Self-Service SDK

New Android SDK and updated iOS SDKs enable customers to build a powerful Visual IVR solution with clicks, not code. Preserve context captured through mobile interactions, offer callback requests, and provide direct access to knowledge base articles and information using Talkdesk Self-Service SDK. Talkdesk iQ displays estimated wait time and even presents best-fit channel recommendations to streamline self-service.

Talkdesk Studio

This intuitive and powerful routing flow designer allows companies to visually design customer journeys without code or expensive IT resources. Studio improves contact center average hold and handle times by routing the right interaction to the right agent. Talkdesk iQ can even recommend optimal flows to streamline routing.

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Talkdesk’s enhancements demonstrate the company’s industry expertise, deep understanding of its customers’ needs and the future direction of the contact center industry. With an enterprise-caliber platform, infused throughout with AI and machine learning functionalities, Talkdesk is leading the industry with the future-proof contact center solutions needed to win in the customer experience era.

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InsightSquared’s Marketing Analytics Helps Erase the Lines Between Marketing and Sales

Comprehensive Marketing Analytics Solution Allows Marketers to Better Understand, Measure, and Prove Marketing’s Impact on Revenue is Now Generally Available

InsightSquared, the leading provider of Revenue Intelligence solutions, announced that Marketing Analytics, the company’s all-in-one suite of marketing performance dashboards, is now generally available. Originally launched in private beta at InsightSquared’s annual Ramp Conference, Market Analytics is now available to any marketing teams looking for a complete solution that enables them to make data-driven decisions around marketing-sales handoff, attribution, and future spend. Since the beta launch in August, InsightSquared is seeing traction with its initial beta customers who have expressed the benefits and the value Marketing Analytics is bringing to their organizations.

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Develop Joint Strategies to Create and Convert More Leads, Optimize Programs, and Maximize Spend with Marketing Analytics

“With no unified platform to examine the specifics of the hand-off process, sales and marketing leaders often spend hours arguing over lead follow-up,” said Matisha Ladiwala, General Manager and VP of Product at InsightSquared.

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Matisha added, “Existing marketing analytics tools are of little help in bridging the gap between sales and marketing and aligning goals. InsightSquared’s Marketing Analytics solution offers a common language, enabling marketing and sales leaders to better understand the connection between these two important revenue generating parts of the business, and to develop joint strategies to create and convert more leads, optimize programs, and maximize spend.”

InsightSquared’s Marketing Analytics solution provides a full-funnel picture of the revenue generating lifecycle. By arming marketing leaders with these insights, they can determine which activities to invest in, justify spend, and prove marketing’s contribution to the business. The end result is more credibility and collaboration with sales and within the business as a whole.

InsightSquared’s Marketing Analytics Becomes The One-Stop-Shop for Data-Driven Decision Making

At the time of this announcement, Brian Hansford, Vice President, Marketing Performance at Heinz Marketing, said, “There are vendors in the space that are successful at demand management or marketing attribution on their own. However, by answering questions around marketing-sales handoff, program ROI and future spend, InsightSquared’s Marketing Analytics enables marketing teams to answer the right questions, all in one place. It’s the modern marketer’s one-stop-shop for data-driven decision making.”

Marketing Analytics beta customers have noticed a number of critical benefits in using the all-in-one platform, including improved relationships between sales and marketing teams, with the conversation shifting from data accuracy to creating actions together that improve performance and generate more revenue.

“Managing the marketing-to-sales handoff process has always been a hurdle for marketers,” said Saul Garcia, Sales & Marketing Operations Manager at Aventri.

Saul added, “With InsightSquared’s Marketing Analytics, we now have visibility into demand generated by marketing, how it progresses through the funnel, and the conversion rates. Marketing can ensure the leads they worked so hard to generate are followed up on, and sales can work the right leads to close more business. In the end, both teams bring in more revenue for the business.”

Currently, InsightSquared helps revenue operations professionals make better decisions by equipping them with actionable, real-time intelligence on sales and marketing KPIs. Businesses rely on the company’s solutions to forecast more accurately, better manage pipeline, tailor rep coaching based on individual performance, understand their marketing attribution, and conduct data-backed planning and analysis.

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Apttus Recognized as a Leader Among CPQ Application Suites

 Apttus CPQ Application solution has helped enterprises improve the generation of new leads, identify cross-sell/up-sell opportunities and accelerate sales cycle times.

Apttus, the global Middle Office leader, announced that independent research and advisory firm Gartner, has named the company a Leader once again in the November 2018Magic Quadrant for Configure, Price and Quote Application Suites. Apttus is positioned highest for the ability to execute in the Leaders’ quadrant. Gartner evaluated 16 CPQ vendors based on their ability to execute and completeness of vision. The report states, “Gartner clients are almost uniformly seeking to procure Cloud/SaaS CPQ software solutions.”

For more than a decade, Apttus’ CPQ Application solution has helped enterprises improve the generation of new leads, identify cross-sell/up-sell opportunities and accelerate sales cycle times by a factor of five or more. As a result, Apttus customers streamline global revenue generation processes, increase sales effectiveness, optimize margins and ultimately spur greater growth across the entire Quote-to-Cash operation.

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“After we implemented Apttus CPQ, the functionality of our quotes for our sales reps was dramatically improved,” said Jack Borland, sales operations manager at Wolters Kluwer, a global company that provides information, software, and services.

Jack added, “The ability to take a quote and present it with the appropriate legal terms and conditions relevant to a customer buying in, in a specific fashion, is a tremendous benefit.”

“The space between CRM and ERP is the heart of every enterprise business, where revenue is determined and realized,” said Apttus’ Executive Chairman David Murphy.

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David added, “Apttus CPQ is a core building block for customers in the Middle Office space, and it is the most advanced solution in our industry. We believe that Gartner’s Magic Quadrant recognition of Apttus as a Leader for the second consecutive time validates our effort to provide a world-class solution and experience for our customers.”

Gartner, Magic Quadrant for Configure, Price and Quote Application Suites, Christina Klock, Mark Lewis, Melissa Hilbert, 5 November 2018.

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RTB House Announces Multi-Layer Brand Safety Mechanism Powered by NLP

RTB House is a leading provider of technology powered by natural language processing that addresses the brand safety dilemma

RTB House – a global company that provides state-of-the-art retargeting built on deep learning for top brands worldwide – announced new capabilities to solve digital advertiser’s brand safety challenges powered by advanced natural language processing.

Brand safety is a critical concern for the digital advertising industry. In order to avoid consumer backlash and lost revenue brands and publishers must ensure that ads don’t appear next to inappropriate content or within an unsafe environment. The problem is exacerbated as the number of web pages that contain fake news, violence, catastrophe, or explicit content continues to rise. Furthermore, those producing the content continually develop new ways to disguise the content to monetize their business through online advertising.

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At the time of this announcement, Artur Jaworski, Business Director, UK, RTB House, said, “We are the leading provider of technology powered by natural language processing that addresses the brand-safety dilemma. Our solution is a game changer. Our brand safety solution has been just tested thoroughly by one of our key UK clients using the independent monitoring mechanism of Integral Ad Science (IAS). The test results were significantly above the IAS benchmark for the UK.”

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To complicate the issue further, because each brand has a unique target audience and brand safety preferences e.g. in terms of what political views are unwelcome there is no one-size-fits-all solution.

To solve the issue RTB House has developed its multi-layer brand safety mechanisms to offer brands unique solutions based on individual requirements. With real-time content analysis and natural language processing at its core, RTB House’s new brand safety platform skims tens of thousands of internet articles and websites, ensuring brand safety is protected in real-time. Unlike other solutions, this is not only blocking articles based on blacklisted keywords in the URLs of article pages but actually checks the contents of the articles. Also, this does not just block banners on websites with blacklisted keywords but actually understands what the article is about regardless of the keywords and then decides if the blocking is required.

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The technology, known as the Brand Profile layer, prevents ads from being served on websites or next to content that is not offensive in general but may have negative connotations for some brands. The Brand Profile layer works in three ways:

News filters that automatically block news containing specific non-brand-safe keywords (both in URL addresses, in the content, or even in the meta page descriptions). This enables brands to exclude specific content that is inappropriate e.g. automotive brands want to avoid ad placement alongside articles about alcohol but not necessarily alongside articles about Windshield washer fluid mentioning this contains alcohol. The natural language processing algorithm developed by RTB House has already cataloged more than one million articles and is constantly auditing thousands of new articles every day.

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Website category filters help brands to avoid website categories, which may be sensitive from the perspective of different brands, for example, user-generated content, file sharing, gambling, video stream, gaming, manga, and social services.

The Blacklist allows brands to prevent ads being displayed on specific, chosen URLs.

RTB House clients use the company’s solution to deliver ultra-personalized ads based on behavior tied to users search tactics, browsing history, and basket behavior. These observations and more are collected in real-time across all devices and have been proven to improve conversions and boost revenue. RTB House’s world-class retargeting platform currently handles over two million bid requests per second, over 10 billion ad views per month and over 3.5 million clicks daily.

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Splio Acquires Startup Gowento; Integrates Mobile Wallets Into Marketing Platform

Splio has announced the acquisition of the French tech startup Gowento, the Mobile Customer Engagement platform. Splio adds the high-growth startup to become a major mobile CRM player and to lead the way into modernized customer relationships. Highly inspired by its deep knowledge of the Chinese market and by WeChat, Splio pursues its product development strategy around New Loyalty by adding Mobile Wallets to its omnichannel marketing platform.

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At the time of this announcement, Mireille Messine, Chief Executive Officer, Splio, said, “With this first acquisition, Splio changes the industry landscape and sends a clear message to the European market. While China and the USA have made advances when it comes to Mobile Wallets, today Splio stands out in Europe with the integration of the Gowento’s technology. A brand can now place mobile at the heart of its New Loyalty strategy and modernize the customer relationship without a third-party and without the need to download an app.”

  • The Mobile Wallets market is booming: the European rollout of Google Pay, Apple Pay’s new product announcements, Samsung Pay launched last spring, and WeChat Pay is already a massive success in China.
  • With Mobile Wallets, marketers can finally get into the Millennial mobile-first era by moving from post-app to the Mobile Moments phase.
  • The benefits for marketers? Modernize the customer relationship by finally placing mobile at the heart of customer communications, engaging customers, anytime and anyplace.

“The smartphone is the main interaction point between a brand and consumers, and more precisely its customers. With over 2.5 million apps available on the market and an average of twelve apps used regularly per consumer, the smartphone has become a high priority in a brand’s CRM strategy. We built Gowento to respond to this challenge by using apps already available in smartphones, such as Apple Wallet, Google Pay or Google Chrome and Samsung Internet,” explains Rabye Marouene, CEO and co-founder of Gowento.

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Splio is an omnichannel marketing platform that combines marketing automation and loyalty marketing. The platform enables marketers to unify their customer knowledge, orchestrate marketing campaigns and new loyalty programs, both online and offline. Splio helps brands adapt to New Loyalty, with both points-based and relationship-based programs, to acquire, reactivate and engage their customers and boost their revenue.

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