DocketAI Features
What are the features of DocketAI?
Content Management
- Content Import
- Content Creation
- Templates
- Advanced Search
- Content Storage
Analytics
- Reporting
- Alerts
- Account-Based Engagement
Lead Facilitation
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
Organization
- Opportunity and Pipeline Management
Performance Analysis
- Peformance Tracking
Sales Analysis
- ROI Forecasting
- Sales Forecasting
DocketAI Categories on G2
Filter for Features
Content Management
Content Import | Ability to import sales and marketing collateral built outside of the solution This feature was mentioned in 11 DocketAI reviews. | 91% (Based on 11 reviews) | |
Content Creation | Overall functionality of building unique sales and marketing collateral within the product 11 reviewers of DocketAI have provided feedback on this feature. | 95% (Based on 11 reviews) | |
Templates | As reported in 11 DocketAI reviews. Pre-built templates for fast and simple content creation | 92% (Based on 11 reviews) | |
Advanced Search | Ability to search through all content to easily find necessary collateral 11 reviewers of DocketAI have provided feedback on this feature. | 88% (Based on 11 reviews) | |
Content Storage | As reported in 11 DocketAI reviews. Overall storage and organziation capabilities | 85% (Based on 11 reviews) |
Analytics
Reporting | Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral This feature was mentioned in 11 DocketAI reviews. | 86% (Based on 11 reviews) | |
Alerts | As reported in 11 DocketAI reviews. Notification as to when a prospects interacts with a piece of collateral | 94% (Based on 11 reviews) | |
Account-Based Engagement | The level of engagement for a specific account based on the presented collateral 11 reviewers of DocketAI have provided feedback on this feature. | 85% (Based on 11 reviews) | |
Content Utilization | How frequently sales teams use a particular piece of content and its effectiveness 10 reviewers of DocketAI have provided feedback on this feature. | 87% (Based on 10 reviews) |
Presentation
Live Presentation | Ability to present to a prospect in-person | Not enough data | |
Screenshare | Virtual presentation capabilities via sharing screens | Not enough data | |
Mobile Presentation | The option to present live on a mobile device | Not enough data |
Lead Facilitation
Customer-facing Chatbot | Based on 11 DocketAI reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads. | 82% (Based on 11 reviews) | |
Lead Qualification | Automatically calculates which leads are the most likely to become a customer. 11 reviewers of DocketAI have provided feedback on this feature. | 85% (Based on 11 reviews) | |
Lead Follow-up | As reported in 11 DocketAI reviews. Automatically contacts all leads. | 91% (Based on 11 reviews) | |
Meeting Scheduling | Utilizes natural language processing to set up meetings. This feature was mentioned in 11 DocketAI reviews. | 89% (Based on 11 reviews) |
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. This feature was mentioned in 11 DocketAI reviews. | 85% (Based on 11 reviews) | |
Data Entry | Automates the entry of collected data. This feature was mentioned in 11 DocketAI reviews. | 91% (Based on 11 reviews) | |
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. This feature was mentioned in 11 DocketAI reviews. | 86% (Based on 11 reviews) |
Performance Analysis
Coaching | Provides real-time coaching to sales representatives. 11 reviewers of DocketAI have provided feedback on this feature. | 88% (Based on 11 reviews) | |
Peformance Tracking | Based on 11 DocketAI reviews. Tracks and analyzes sales representative performance. | 85% (Based on 11 reviews) |
Sales Analysis
ROI Forecasting | As reported in 11 DocketAI reviews. Measure return on investment and leverage data to predict profitability of future projects. | 89% (Based on 11 reviews) | |
Sales Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. This feature was mentioned in 11 DocketAI reviews. | 94% (Based on 11 reviews) |
Compatibility
Federated Search | Ability to search across different data sources, such as databases, intranets, and applications. | Not enough data | |
File Types | Offers search for a variety of file types. | Not enough data | |
Global Language Support | Ability to search in multiple languages without any additional work required. | Not enough data |
Search Queries
Typo Tolerance | Ability of search to handle typos. | Not enough data | |
Faceted Search | Allows the end user to filter and refine search results. | Not enough data | |
Synonyms | Ability to define synonyms for search terms. | Not enough data | |
Highlighting | Allows the user to see highlighted results to see which words or phrases match the search query. | Not enough data | |
Natural Language | Allows the user to search in a natural, intuitive manner. | Not enough data |
Functionality
Personalization | Gives the user targeted, personalized results based on their activity or preferences. | Not enough data | |
Search Analytics | Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc. | Not enough data | |
Integrations | Ability to plug the search capabilities into other applications or tools. | Not enough data |
