Spiro Features

What are the features of Spiro?

Platform

Customization

Sales Force Automation

Contact & Account Management
Opportunity & Pipeline Mgmt.
Task / Activity Management
Territory & Quota Management
Desktop Integration
Quote & Order Management
Customer Contract Management

Marketing Automation

Email Marketing
Campaign Management
Lead Management

Mobile & Social

Mobile User Support

Reporting & Analytics

Reporting
Dashboards
Forecasting

Top Rated Spiro Alternatives

Ultra-Staff EDGE Staffing and Recruiting Software

(44)

4.7 out of 5

Visit Website

Filter for Features

Platform

Customization	Based on 28 Spiro reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.	87% (Based on 28 reviews)
Workflow Capability	Based on 27 Spiro reviews. 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.	85% (Based on 27 reviews)
User, Role, and Access Management	Based on 27 Spiro 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.	89% (Based on 27 reviews)
Internationalization	Based on 14 Spiro reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.	87% (Based on 14 reviews)
Sandbox / Test Environments	Based on 11 Spiro reviews and verified by the G2 Product R&D team. 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.	85% (Based on 11 reviews)
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. 14 reviewers of Spiro have provided feedback on this feature.	79% (Based on 14 reviews)
Performance and Reliability	Based on 27 Spiro 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.	91% (Based on 27 reviews)
Output Document Generation	Based on 15 Spiro reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.	87% (Based on 15 reviews)

Sales Force Automation

Contact & Account Management	Based on 49 Spiro reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.	94% (Based on 49 reviews)
Opportunity & Pipeline Mgmt.	Based on 46 Spiro reviews and verified by the G2 Product R&D team. 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.	90% (Based on 46 reviews)
Task / Activity Management	Based on 50 Spiro reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.	89% (Based on 50 reviews)
Territory & Quota Management	Based on 33 Spiro reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.	85% (Based on 33 reviews)
Desktop Integration	Based on 40 Spiro reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.	87% (Based on 40 reviews)
Product & Price List Management	Based on 25 Spiro reviews and verified by the G2 Product R&D team. 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.	85% (Based on 25 reviews)
Quote & Order Management	Based on 31 Spiro reviews. 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.	87% (Based on 31 reviews)
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. This feature was mentioned in 29 Spiro reviews.	88% (Based on 29 reviews)

Marketing Automation

Email Marketing	Based on 39 Spiro reviews and verified by the G2 Product R&D team. 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.	79% (Based on 39 reviews)
Campaign Management	Based on 37 Spiro reviews and verified by the G2 Product R&D team. 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.	78% (Based on 37 reviews)
Lead Management	Based on 39 Spiro reviews and verified by the G2 Product R&D team. 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.	92% (Based on 39 reviews)
Marketing ROI Analytics	Based on 26 Spiro reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities	80% (Based on 26 reviews)

Customer Support

Case Management	See feature definition	As reported in 20 Spiro reviews. Tracks issues/help requests reported by customers through the resolution process.	87% (Based on 20 reviews)
Customer Support Portal		Based on 21 Spiro reviews. 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.	90% (Based on 21 reviews)
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. 23 reviewers of Spiro have provided feedback on this feature.	87% (Based on 23 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. This feature was mentioned in 18 Spiro reviews.	78% (Based on 18 reviews)
Support Analytics		Enables analysis of customer support activities to optimize customer support professionals, processes and tools. This feature was mentioned in 22 Spiro reviews.	88% (Based on 22 reviews)

Integration

Data Import & Export Tools	Based on 24 Spiro 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.	89% (Based on 24 reviews)
Integration APIs	Based on 18 Spiro 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.	77% (Based on 18 reviews)
Breadth of Partner Applications	Based on 17 Spiro 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.	79% (Based on 17 reviews)

Mobile & Social

Mobile User Support

Based on 43 Spiro reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

83%

(Based on 43 reviews)

Reporting & Analytics

Reporting	Based on 48 Spiro reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.	85% (Based on 48 reviews)
Dashboards	Based on 50 Spiro reviews and verified by the G2 Product R&D team. 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	88% (Based on 50 reviews)
Forecasting	Based on 35 Spiro reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.	79% (Based on 35 reviews)