Assistive Features
What are the features of Assistive?
Sales Force Automation
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Product & Price List Management
- Customer Contract Management
Marketing Automation
- Lead Management
Customer Support
- Case Management
- Customer Support Portal
- Call Center Features
- Support Analytics
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
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Technology Glossary Features
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Assistive Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | Not enough data | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Document & Content Mgmt. | Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | Not enough data |
Sales Force Automation
Contact & Account Management | Based on 11 Assistive reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 98% (Based on 11 reviews) | |
Partner Relationship Mgmt. (PRM) | As reported in 10 Assistive reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 97% (Based on 10 reviews) | |
Opportunity & Pipeline Mgmt. | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 11 reviewers of Assistive have provided feedback on this feature. | 98% (Based on 11 reviews) | |
Task / Activity Management | As reported in 11 Assistive reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 97% (Based on 11 reviews) | |
Territory & Quota Management | Based on 10 Assistive reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 98% (Based on 10 reviews) | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | Not enough data | |
Product & Price List Management | As reported in 10 Assistive reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 97% (Based on 10 reviews) | |
Quote & Order Management | Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | Not enough data | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 10 reviewers of Assistive have provided feedback on this feature. | 98% (Based on 10 reviews) |
Marketing Automation
Email Marketing | Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | Not enough data | |
Campaign Management | Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | Not enough data | |
Lead Management | Based on 10 Assistive reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 97% (Based on 10 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities | Not enough data |
Customer Support
Case Management | See feature definition | Based on 12 Assistive reviews. Tracks issues/help requests reported by customers through the resolution process. | 94% (Based on 12 reviews) |
Customer Support Portal | Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 12 reviewers of Assistive have provided feedback on this feature. | 97% (Based on 12 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 11 reviewers of Assistive have provided feedback on this feature. | 97% (Based on 11 reviews) | |
Support Analytics | Based on 10 Assistive reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 97% (Based on 10 reviews) |
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. | Not enough data | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data |
Mobile & Social
Social Collaboration Features | Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | Not enough data | |
Social Network Integration | Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data |
Reporting & Analytics
Reporting | Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. This feature was mentioned in 11 Assistive reviews. | 98% (Based on 11 reviews) | |
Dashboards | As reported in 11 Assistive reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 100% (Based on 11 reviews) | |
Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 11 reviewers of Assistive have provided feedback on this feature. | 94% (Based on 11 reviews) |
Incentives
Badges | Assigns achievement badges to high-performing employees based on pre-determined standards. | Not enough data | |
Triggers | Automatically recognizes achievements that should be added to the leaderboard. | Not enough data | |
Commission Calculator | Helps users determine sales goals by calculating potential commission rates. | Not enough data | |
Leaderboards | Highlights top-performing employees to publicly reward their achievements. | Not enough data |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. | Not enough data | |
Custom Reports | Generates reports with customizable fields to further understand employee performance. | Not enough data | |
Dashboards | Visualizes individual and team insights such as new leads and outbound calls. | Not enough data | |
Goal Setting | Allows teams to set trackable goals within the tool. | Not enough data |
Administrative
Integration | Integrates with CRM and financial systems to help determine goals | Not enough data | |
Employee Structure | Organizes team members by roles, activities and objectives and weighs tasks by importance. | Not enough data | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | Not enough data |
Lead Facilitation
Customer-facing Chatbot | Offers a chatbot to initiate and carryout inital conversations with prospects and leads. | Not enough data | |
Lead Qualification | Automatically calculates which leads are the most likely to become a customer. | Not enough data | |
Lead Follow-up | Automatically contacts all leads. | Not enough data | |
Meeting Scheduling | Utilizes natural language processing to set up meetings. | Not enough data |
Organization
Opportunity and Pipeline Management | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | Not enough data | |
Data Entry | Automates the entry of collected data. | Not enough data | |
Integrations / APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | Not enough data |
Performance Analysis
Coaching | Provides real-time coaching to sales representatives. | Not enough data | |
Peformance Tracking | Tracks and analyzes sales representative performance. | Not enough data |
Sales Analysis
ROI Forecasting | Measure return on investment and leverage data to predict profitability of future projects. | Not enough data | |
Sales Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | Not enough data |
Integrated Workflows
Task Management | Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | Not enough data | |
Email Tracking/Automation | Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | Not enough data | |
Calls and Voice | Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | Not enough data | |
Other Outreach Options | Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | Not enough data | |
CRM Integration | Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. | Not enough data | |
Calendar | Integrates with calendar software so users can seamlessly schedule calls. | Not enough data | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. | Not enough data |
Repeatability and Reportability
Content Management | Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. | Not enough data | |
Workflow Management | Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | Not enough data | |
Workflow Performance | Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | Not enough data | |
Sales Coaching and Insights | Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | Not enough data | |
Gamification | Provides gamifaction features to rank sales reps on performance | Not enough data |
AI and Automation
Lead Prioritization | Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | Not enough data | |
Lead Scoring | Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | Not enough data | |
Best Time of Day Scheduling | Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations | Not enough data | |
Buyer Intelligence | Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. | Not enough data | |
Machine Learning | See feature definition | Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. | Not enough data |
Territory Mapping
Custom Territory Mapping | Allows users to control of the sizes, shapes, and quantites of sales team areas | Not enough data | |
Strategic Selling | Allows users to map your customers to strategically incorporate them into your canvassing and field sales | Not enough data | |
Automatic Rep Assignment | Automatically assigns reps to new sales opportunities that are within their current territories | Not enough data |
Route Planning
Lead Priority | Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts | Not enough data | |
Optimized Sales Routes | Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day. | Not enough data | |
Map Directions | Provides users with live directions en route to the final destination | Not enough data |
Sales Performance Management
Gamification | Provides users with engaging sales competitions | Not enough data | |
Performance Dashboards | Provides field sales statistics for all sales reps | Not enough data | |
Sales Rep Tracker | Provides data on the data on the performance and whereabouts of reps in the field | Not enough data |
Presentation and Forms
Video and Interactive Media | Provides video capabilties that field reps can use during field sales calls | Not enough data | |
Digital Contracts | Allows field reps to create digital contracts within the software | Not enough data | |
E-signature | Allows users to collect e-signatures within the software | Not enough data |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates | Not enough data | |
Conditional Logic | Enables forms to hide or show certain fields based on respondents' answers | Not enough data | |
Multi-page Forms | Allows users to create forms with more than one page | Not enough data | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) | Not enough data |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch | Not enough data | |
Offline Capability | Can used without an internet connection | Not enough data | |
Notifications | Sends notifications when a completed form is recieved | Not enough data | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms | Not enough data | |
Mobile Forms | Allows users to build, distribute and access forms from a mobile device | Not enough data |
