Connectbase Features
What are the features of Connectbase?
Configuration
- Ease of Use
Platform
- Search
- User, Role, And Access Management
- Collaboration
Cartography
- Map Design
- Vector Mapping
- Data Visualization
- Overlaying
Analysis
- Predictive Analysis
- Distance Analysis
- Spatial Analysis
- Data Stream
- Reports
Reporting
- Data Transformation
- API Integrations
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Configuration
Product Catalog | Based on 24 Connectbase reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote | 78% (Based on 24 reviews) | |
Guided Selling | Based on 17 Connectbase reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products | 77% (Based on 17 reviews) | |
Configuration Rules | Based on 21 Connectbase reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included | 79% (Based on 21 reviews) | |
Configured Pricing | Based on 25 Connectbase reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price | 75% (Based on 25 reviews) | |
Visual Configuration | Based on 19 Connectbase reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured | 82% (Based on 19 reviews) | |
Ease of Use | Based on 31 Connectbase reviews and verified by the G2 Product R&D team. Configurator guides users through process visually; no significant training required | 80% (Based on 31 reviews) |
Pricing
Pricing Flexibility | Based on 26 Connectbase reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items | 79% (Based on 26 reviews) | |
Discounting | Based on 20 Connectbase reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements | 80% (Based on 20 reviews) | |
Commerical Rules | Based on 17 Connectbase reviews. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations | 81% (Based on 17 reviews) | |
Terms and Conditions | Based on 19 Connectbase reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted | 81% (Based on 19 reviews) | |
Approval Workflow | See feature definition | Based on 18 Connectbase reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | 82% (Based on 18 reviews) |
Renewals | Based on 14 Connectbase reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned | 81% (Based on 14 reviews) |
Quoting
Grouping | Based on 20 Connectbase reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group | 78% (Based on 20 reviews) | |
Quote Document Generation | Based on 21 Connectbase reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | 83% (Based on 21 reviews) | |
Document Customization | Based on 17 Connectbase reviews and verified by the G2 Product R&D team. Users can customize quote with supporting documents, comments, cover letters for each customer. | 79% (Based on 17 reviews) | |
Ordering | Based on 16 Connectbase reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | 75% (Based on 16 reviews) | |
Contracts | Based on 13 Connectbase reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts | 81% (Based on 13 reviews) |
Admin
Configuration Ease of Admin | Easily build and maintain configurator; flexibility to easily embed all desired business logic 21 reviewers of Connectbase have provided feedback on this feature. | 86% (Based on 21 reviews) | |
Pricing Administration | Based on 22 Connectbase reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business | 78% (Based on 22 reviews) | |
Workflow Management | Based on 17 Connectbase reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules | 80% (Based on 17 reviews) |
Channels
Mobile User Support | Supports users working on a mobile devide (phone and/or tablet) This feature was mentioned in 11 Connectbase reviews. | 82% (Based on 11 reviews) | |
Channel Partner Support | Based on 17 Connectbase reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | 80% (Based on 17 reviews) |
Platform
CRM Integration | Based on 14 Connectbase reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain | 82% (Based on 14 reviews) | |
Integration API | Based on 18 Connectbase reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems | 81% (Based on 18 reviews) | |
Performance and Reliability | Based on 22 Connectbase reviews and verified by the G2 Product R&D team. System is consistently available (uptime) and system's speed doesn't impact productivity | 81% (Based on 22 reviews) | |
Scalability | Based on 19 Connectbase reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers | 79% (Based on 19 reviews) | |
Reporting and Dashboards | Based on 15 Connectbase reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting | 80% (Based on 15 reviews) | |
Search | Based on 40 Connectbase reviews and verified by the G2 Product R&D team. Provides users with search tools in order to find the data they need quickly | 83% (Based on 40 reviews) | |
User, Role, And Access Management | Based on 37 Connectbase reviews and verified by the G2 Product R&D team. Allows users to grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 81% (Based on 37 reviews) | |
Mobile User Support | Based on 21 Connectbase reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices, including phone and tablet devices | 78% (Based on 21 reviews) | |
Alerts | Based on 28 Connectbase reviews and verified by the G2 Product R&D team. Provides features for email and messaging alerts surrounding contact and company updates | 79% (Based on 28 reviews) | |
Collaboration | Based on 30 Connectbase reviews and verified by the G2 Product R&D team. Allows multiple users to access and collaborate on the platform | 80% (Based on 30 reviews) | |
Compliance | As reported in 28 Connectbase reviews. Provides features for users to follow domestic and international privacy and data colelction compliance laws | 79% (Based on 28 reviews) |
Cartography
Map Design | Based on 45 Connectbase reviews. Ability to create a map from different perspectives and with varying geographic features. | 83% (Based on 45 reviews) | |
Vector Mapping | Create a map made up of points and lines that may have additional information assigned to them. This feature was mentioned in 33 Connectbase reviews. | 80% (Based on 33 reviews) | |
Data Visualization | Ability to translate data and metrics into charts, graphs, and other ways to communication information. 41 reviewers of Connectbase have provided feedback on this feature. | 83% (Based on 41 reviews) | |
Overlaying | Visualize different forms of data in one single image. 41 reviewers of Connectbase have provided feedback on this feature. | 81% (Based on 41 reviews) |
Analysis
Predictive Analysis | Make informed decisions and predict patterns based on data. 32 reviewers of Connectbase have provided feedback on this feature. | 77% (Based on 32 reviews) | |
Distance Analysis | Select a point on the map and display data within a certain radius. 49 reviewers of Connectbase have provided feedback on this feature. | 83% (Based on 49 reviews) | |
Spatial Analysis | As reported in 36 Connectbase reviews. Use data to gather information about a specific location's geographic features. | 81% (Based on 36 reviews) | |
Data Stream | Based on 30 Connectbase reviews. Study data in live time to analyze any changes happening in the location. | 79% (Based on 30 reviews) | |
Custom Dashboards | Allows users to create custom market intellignece dashboards 26 reviewers of Connectbase have provided feedback on this feature. | 80% (Based on 26 reviews) | |
Reports | Based on 30 Connectbase reviews and verified by the G2 Product R&D team. Allows users to build and export reports for market data | 78% (Based on 30 reviews) | |
Integrations | Based on 24 Connectbase reviews and verified by the G2 Product R&D team. Allows users to inegrate dashboards with analytics platforms, CRMs and marketing automation software | 81% (Based on 24 reviews) |
Reporting
Data Transformation | As reported in 32 Connectbase reviews. The ability to convert the format of source data to one required for the reporting system. | 81% (Based on 32 reviews) | |
WYSIWYG Design | Based on 23 Connectbase reviews. Easily design and refine dashboards and reports. | 76% (Based on 23 reviews) | |
API Integrations | As reported in 31 Connectbase reviews. Integrating APIs that allow you to customize your tool as needed. | 80% (Based on 31 reviews) |
Data collection
Natural Language Processing (NLP) | Provides NLP features for filtering data collection down to specific data points This feature was mentioned in 20 Connectbase reviews. | 78% (Based on 20 reviews) | |
Data Sources | Based on 27 Connectbase reviews and verified by the G2 Product R&D team. Provides a wide selection of data sources for aggregated news and MARKET data | 82% (Based on 27 reviews) | |
Custom Research Sources | As reported in 27 Connectbase reviews. Allows users to make custom data collection queries | 81% (Based on 27 reviews) | |
Lead Enrichment | Based on 28 Connectbase reviews and verified by the G2 Product R&D team. Provides features for users to verify, correct, and include additional information to a lead in order to enhance data accuracy | 82% (Based on 28 reviews) | |
Advanced Data Collection | Based on 27 Connectbase reviews and verified by the G2 Product R&D team. Provides advanced data points including but not limited to company size, org charts, technology installs, company funding history, | 83% (Based on 27 reviews) |
Segment Trending
Web | Based on 24 Connectbase reviews. Provides features for tracking competitors websites including information such as pricing changes or new product features | 81% (Based on 24 reviews) | |
Social | Provides features for tracking competitor activity on social media 23 reviewers of Connectbase have provided feedback on this feature. | 78% (Based on 23 reviews) | |
Benchmarks | Based on 25 Connectbase reviews and verified by the G2 Product R&D team. Allows users to benchmark their product against other competitors in order to understand competitive position in the market | 77% (Based on 25 reviews) | |
Finance | Based on 22 Connectbase reviews. Allows users to know how much financing has flowed to a particular industry with real deal activity visualizations | 77% (Based on 22 reviews) |
