Overloop.ai Features
What are the features of Overloop.ai?
Integrated Workflows
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options
- CRM Integration
- Calendar
- Shared Records
Repeatability and Reportability
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
- Gamification
AI and Automation
- Lead Scoring
- Best Time of Day Scheduling
- Machine Learning
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Overloop.ai Categories on G2
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Data Availability
Contact Data Availability | Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc. | Not enough data | |
Company Data Availability | Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc. | Not enough data | |
Industry Research Availability | Does this product offer industry research data that you require? | Not enough data | |
Technographic Data Availability | Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used | Not enough data |
Data Accuracy
Contact Data Accuracy | How accurate and up to date is the contact data? | Not enough data | |
Company Data Accuracy | How accurate and up to date is the company data? | Not enough data | |
Technographic Data Accuracy | How accurate and up to date is the technographic data? | Not enough data |
Features
Lead Builder | Ability to create targeted contact lists. | Not enough data | |
Integration to CRM/Marketing Automation | Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software. | Not enough data | |
Data Cleaning/Enrichment | Ability to clean/enrich existing data that is maintained in other systems | Not enough data | |
Data Segmentation/Filtering | Functionality to filter or segment data from within sales intelligence software | Not enough data | |
Search | Offers search tools that allow users to find the data they need quickly | Not enough data | |
News/People Alerts | Alerts you to changes happening to industries, companies and people you follow | Not enough data | |
Connections | Find the people you know that can introduce you to contacts at prospects | Not enough data | |
Reporting | Provides ability to create the reports that meet your business requirements | Not enough data | |
Messaging | Provides ability to message contacts directly from within the sales intelligence software | Not enough data |
Platform
Internationalization | Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies | 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 | |
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 | |
Reporting/Dashboards | Access pre-built and custom reports and dashboards. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
APIs | Enables integration to external systems | 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 | Based on 23 Overloop.ai reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | 81% (Based on 23 reviews) | |
Email Tracking/Automation | As reported in 28 Overloop.ai reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 88% (Based on 28 reviews) | |
Calls and Voice | Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 20 Overloop.ai reviews. | 68% (Based on 20 reviews) | |
Other Outreach Options | Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. This feature was mentioned in 23 Overloop.ai reviews. | 85% (Based on 23 reviews) | |
CRM Integration | As reported in 23 Overloop.ai reviews. 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. | 86% (Based on 23 reviews) | |
Calendar | Integrates with calendar software so users can seamlessly schedule calls. 21 reviewers of Overloop.ai have provided feedback on this feature. | 82% (Based on 21 reviews) | |
Shared Records | As reported in 20 Overloop.ai reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. | 83% (Based on 20 reviews) |
Repeatability and Reportability
Content Management | Based on 21 Overloop.ai reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. | 75% (Based on 21 reviews) | |
Workflow Management | Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 24 reviewers of Overloop.ai have provided feedback on this feature. | 88% (Based on 24 reviews) | |
Workflow Performance | Based on 23 Overloop.ai reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | 89% (Based on 23 reviews) | |
Sales Coaching and Insights | Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. This feature was mentioned in 21 Overloop.ai reviews. | 82% (Based on 21 reviews) | |
Gamification | Provides gamifaction features to rank sales reps on performance This feature was mentioned in 20 Overloop.ai reviews. | 68% (Based on 20 reviews) |
AI and Automation
Lead Prioritization | As reported in 15 Overloop.ai reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | 81% (Based on 15 reviews) | |
Lead Scoring | Based on 20 Overloop.ai reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | 75% (Based on 20 reviews) | |
Best Time of Day Scheduling | As reported in 21 Overloop.ai reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations | 83% (Based on 21 reviews) | |
Buyer Intelligence | Based on 19 Overloop.ai reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. | 75% (Based on 19 reviews) | |
Machine Learning | See feature definition | As reported in 19 Overloop.ai reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. | 75% (Based on 19 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Based on 13 Overloop.ai reviews. Allows users to generate text based on a text prompt. | 72% (Based on 13 reviews) |
