Platformly Features
What are the features of Platformly?
Reporting & Analytics
- Basic Reporting
- Web Analytics
Email Marketing
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses
Online Marketing
- Landing Pages and Forms
- Dynamic Content
- Mobile Optimized
Lead Management
- Marketing Lead Database
- Segmentation
- Lead Nurturing
- Online Behavior Tracking
- CRM Lead Integration
Campaign Management
- Program Management
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Platformly 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 | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 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 | |
Customization | Based on 42 Platformly reviews and verified by the G2 Product R&D team. System provides sufficient customization to meet business requirements | 86% (Based on 42 reviews) | |
Workflow Capability | Based on 40 Platformly reviews and verified by the G2 Product R&D team. 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. | 88% (Based on 40 reviews) | |
User, Role, and Access Management | Based on 36 Platformly reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 90% (Based on 36 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Performance and Reliability | Based on 40 Platformly reviews and verified by the G2 Product R&D team. 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. | 90% (Based on 40 reviews) | |
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 | Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | Not enough data | |
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. | Not enough data | |
Task / Activity Management | Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | Not enough data | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | Not enough data | |
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 | 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. | Not enough data | |
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. | Not enough data |
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 | 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. | Not enough data | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities | Not enough data |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. | Not enough data |
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. | Not enough data | |
Knowledge Base | Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | Not enough data | |
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. | Not enough data | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | Not enough data |
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 | |
Data Import & Export Tools | Based on 38 Platformly reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 87% (Based on 38 reviews) | |
Integration APIs | Based on 38 Platformly reviews and verified by the G2 Product R&D team. 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. | 90% (Based on 38 reviews) | |
Breadth of Partner Applications | Based on 34 Platformly reviews and verified by the G2 Product R&D team. 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. | 83% (Based on 34 reviews) |
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. | Not enough data | |
Dashboards | 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 | Not enough data | |
Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | Not enough data | |
Basic Reporting | Based on 67 Platformly reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. | 90% (Based on 67 reviews) | |
Web Analytics | Based on 56 Platformly reviews and verified by the G2 Product R&D team. Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. | 88% (Based on 56 reviews) | |
ROI Analytics | Based on 45 Platformly reviews and verified by the G2 Product R&D team. Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. | 87% (Based on 45 reviews) | |
Revenue Analytics | Based on 45 Platformly reviews and verified by the G2 Product R&D team. Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. | 88% (Based on 45 reviews) | |
SEO / Keyword Analytics | Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. | Not enough data |
Email Marketing
Building and Personalizing Emails | Based on 72 Platformly reviews and verified by the G2 Product R&D team. Create and design emails with an editor; manage templates; personalize dynamically | 88% (Based on 72 reviews) | |
Sending Outbound Emails | Based on 71 Platformly reviews and verified by the G2 Product R&D team. Create targeted lists, schedule and manage bulk email sending. | 90% (Based on 71 reviews) | |
Manage Email Deliverability | Based on 70 Platformly reviews and verified by the G2 Product R&D team. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. | 87% (Based on 70 reviews) | |
Automated Email Responses | Based on 69 Platformly reviews and verified by the G2 Product R&D team. Set up automated nurturing emails based on events, online activities, and lead scores | 89% (Based on 69 reviews) |
Online Marketing
Landing Pages and Forms | Based on 64 Platformly reviews and verified by the G2 Product R&D team. Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. | 75% (Based on 64 reviews) | |
Dynamic Content | Based on 53 Platformly reviews and verified by the G2 Product R&D team. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. | 82% (Based on 53 reviews) | |
A/B Testing | Based on 38 Platformly reviews and verified by the G2 Product R&D team. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. | 81% (Based on 38 reviews) | |
Mobile Optimized | Based on 57 Platformly reviews and verified by the G2 Product R&D team. Support mobile-optimized emails, online forms, and landing pages. | 85% (Based on 57 reviews) | |
Search Tracking and Optimization | Based on 49 Platformly reviews and verified by the G2 Product R&D team. Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. | 83% (Based on 49 reviews) |
Lead Management
Marketing Lead Database | Based on 65 Platformly reviews and verified by the G2 Product R&D team. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. | 87% (Based on 65 reviews) | |
Data Quality Management | As reported in 11 Platformly reviews. Data quality consists of deduplication, cleansing, and appending your marketing database. | 92% (Based on 11 reviews) | |
Segmentation | Based on 67 Platformly reviews and verified by the G2 Product R&D team. Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. | 90% (Based on 67 reviews) | |
Lead Scoring and Grading | Based on 50 Platformly reviews and verified by the G2 Product R&D team. Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. | 87% (Based on 50 reviews) | |
Lead Nurturing | Based on 57 Platformly reviews and verified by the G2 Product R&D team. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. | 86% (Based on 57 reviews) | |
Online Behavior Tracking | Based on 56 Platformly reviews and verified by the G2 Product R&D team. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. | 87% (Based on 56 reviews) | |
Automated Alerts and Tasks | Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. | Not enough data | |
CRM Lead Integration | Based on 58 Platformly reviews and verified by the G2 Product R&D team. Sync lead, contact, account, and opportunity information with your CRM system. | 89% (Based on 58 reviews) |
Campaign Management
Program Management | See feature definition | Based on 54 Platformly reviews and verified by the G2 Product R&D team. Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. | 84% (Based on 54 reviews) |
Event / Webinar Marketing | Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. | Not enough data | |
Calendaring | Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. | Not enough data | |
Budgeting | Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. 10 reviewers of Platformly have provided feedback on this feature. | 92% (Based on 10 reviews) |
Social
Social Listening | Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. | Not enough data | |
Social Sharing | Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. | Not enough data | |
Social Campaigns | Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. | Not enough data | |
Social Media Engagement | Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. | Not enough data | |
Social Media Advertising | Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time | Not enough data |
Marketing Operations
ROI Tracking | Based on 32 Platformly reviews and verified by the G2 Product R&D team. Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs | 90% (Based on 32 reviews) | |
Data Collection | Based on 31 Platformly reviews and verified by the G2 Product R&D team. Gathers data about the effectiveness, impact, and reach of marketing campaigns | 90% (Based on 31 reviews) | |
Customer Insights | Based on 25 Platformly reviews and verified by the G2 Product R&D team. Collects and reports on data relating to customer journeys, preferences, and history | 87% (Based on 25 reviews) | |
Multi-User Access | Based on 27 Platformly reviews and verified by the G2 Product R&D team. Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results | 88% (Based on 27 reviews) | |
Spend Management | Includes features for budgeting, forecasting, and managing marketing investments | Not enough data |
Campaign Activity
Campaign Insights | Based on 32 Platformly reviews and verified by the G2 Product R&D team. Analyzes historical and current marketing campaigns to inform future strategy | 93% (Based on 32 reviews) | |
Reports and Dashboards | Based on 32 Platformly reviews and verified by the G2 Product R&D team. Creates reports and dashboards to analyze results of campaigns | 95% (Based on 32 reviews) | |
Campaign Stickiness | Based on 25 Platformly reviews and verified by the G2 Product R&D team. Identifies which marketing campaigns resolved in open or closed opportunities | 89% (Based on 25 reviews) | |
Multichannel Tracking | Based on 29 Platformly reviews and verified by the G2 Product R&D team. Collects marketing campaign performance data across multiple channels | 86% (Based on 29 reviews) | |
Brand Optimization | Based on 25 Platformly reviews and verified by the G2 Product R&D team. Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback | 89% (Based on 25 reviews) | |
Predictive Analytics | Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization | Not enough data |
