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SPOTIO Features

What are the features of SPOTIO?

Incentives

  • Leaderboards

Personalization

  • Custom Reports
  • Dashboards

Integrated Workflows

  • Task Management

Territory Mapping

  • Custom Territory Mapping
  • Strategic Selling
  • Automatic Rep Assignment

Route Planning

  • Lead Priority
  • Optimized Sales Routes
  • Map Directions

Sales Performance Management

  • Gamification
  • Performance Dashboards
  • Sales Rep Tracker

Presentation and Forms

  • Digital Contracts
  • E-signature

Filter for Features

Incentives

Triggers

Automatically recognizes achievements that should be added to the leaderboard. 73 reviewers of SPOTIO have provided feedback on this feature.
79%
(Based on 73 reviews)

Commission Calculator

Helps users determine sales goals by calculating potential commission rates. 66 reviewers of SPOTIO have provided feedback on this feature.
73%
(Based on 66 reviews)

Leaderboards

Based on 88 SPOTIO reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements.
86%
(Based on 88 reviews)

Personalization

Profiles

Creates user profiles similar to social media pages that display private or public statuses and updates. 85 reviewers of SPOTIO have provided feedback on this feature.
83%
(Based on 85 reviews)

Custom Reports

Based on 89 SPOTIO reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance.
83%
(Based on 89 reviews)

Dashboards

Based on 94 SPOTIO reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.
87%
(Based on 94 reviews)

Goal Setting

As reported in 77 SPOTIO reviews. Allows teams to set trackable goals within the tool.
82%
(Based on 77 reviews)

Administrative

Integration

Based on 84 SPOTIO reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals
84%
(Based on 84 reviews)

Employee Structure

Based on 82 SPOTIO reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance.
84%
(Based on 82 reviews)

Behavior Monitoring

Based on 86 SPOTIO reviews and verified by the G2 Product R&D team. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
84%
(Based on 86 reviews)

Integrated Workflows

Task Management

As reported in 90 SPOTIO reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
91%
(Based on 90 reviews)

Email Tracking/Automation

Based on 81 SPOTIO reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
87%
(Based on 81 reviews)

Calls and Voice

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. 76 reviewers of SPOTIO have provided feedback on this feature.
82%
(Based on 76 reviews)

Other Outreach Options

As reported in 74 SPOTIO reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
83%
(Based on 74 reviews)

CRM Integration

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. This feature was mentioned in 77 SPOTIO reviews.
87%
(Based on 77 reviews)

Calendar

Based on 86 SPOTIO reviews. Integrates with calendar software so users can seamlessly schedule calls.
90%
(Based on 86 reviews)

Shared Records

Based on 80 SPOTIO reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
86%
(Based on 80 reviews)

Repeatability and Reportability

Content Management

Based on 79 SPOTIO reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
88%
(Based on 79 reviews)

Workflow Management

As reported in 84 SPOTIO reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
90%
(Based on 84 reviews)

Workflow Performance

As reported in 80 SPOTIO 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 80 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. 76 reviewers of SPOTIO have provided feedback on this feature.
84%
(Based on 76 reviews)

Gamification

Based on 65 SPOTIO reviews. Provides gamifaction features to rank sales reps on performance
83%
(Based on 65 reviews)

AI and Automation

Lead Prioritization

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 84 SPOTIO reviews.
90%
(Based on 84 reviews)

Lead Scoring

As reported in 78 SPOTIO reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
85%
(Based on 78 reviews)

Best Time of Day Scheduling

As reported in 76 SPOTIO reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
88%
(Based on 76 reviews)

Buyer Intelligence

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 70 SPOTIO reviews.
82%
(Based on 70 reviews)

Machine LearningView full feature definition

See feature definition
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. 33 reviewers of SPOTIO have provided feedback on this feature.
83%
(Based on 33 reviews)

Territory Mapping

Custom Territory Mapping

Allows users to control of the sizes, shapes, and quantites of sales team areas This feature was mentioned in 181 SPOTIO reviews.
90%
(Based on 181 reviews)

Strategic Selling

Allows users to map your customers to strategically incorporate them into your canvassing and field sales This feature was mentioned in 166 SPOTIO reviews.
84%
(Based on 166 reviews)

Automatic Rep Assignment

Automatically assigns reps to new sales opportunities that are within their current territories This feature was mentioned in 147 SPOTIO reviews.
85%
(Based on 147 reviews)

Route Planning

Lead Priority

As reported in 167 SPOTIO reviews. Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts
87%
(Based on 167 reviews)

Optimized Sales Routes

Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day. 163 reviewers of SPOTIO have provided feedback on this feature.
86%
(Based on 163 reviews)

Map Directions

Provides users with live directions en route to the final destination 181 reviewers of SPOTIO have provided feedback on this feature.
90%
(Based on 181 reviews)

Sales Performance Management

Gamification

As reported in 150 SPOTIO reviews. Provides users with engaging sales competitions
83%
(Based on 150 reviews)

Performance Dashboards

Based on 173 SPOTIO reviews. Provides field sales statistics for all sales reps
86%
(Based on 173 reviews)

Sales Rep Tracker

Provides data on the data on the performance and whereabouts of reps in the field This feature was mentioned in 177 SPOTIO reviews.
88%
(Based on 177 reviews)

Presentation and Forms

Video and Interactive Media

Provides video capabilties that field reps can use during field sales calls This feature was mentioned in 69 SPOTIO reviews.
78%
(Based on 69 reviews)

Digital Contracts

As reported in 142 SPOTIO reviews. Allows field reps to create digital contracts within the software
83%
(Based on 142 reviews)

E-signature

Allows users to collect e-signatures within the software This feature was mentioned in 137 SPOTIO reviews.
82%
(Based on 137 reviews)

Generative AI

AI Text Generation

Based on 37 SPOTIO reviews. Allows users to generate text based on a text prompt.
84%
(Based on 37 reviews)