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TeamWave Features

What are the features of TeamWave?

Sales Force Automation

  • Contact & Account Management
  • Partner Relationship Mgmt. (PRM)
  • Opportunity & Pipeline Mgmt.
  • Task / Activity Management
  • Territory & Quota Management

Marketing Automation

  • Email Marketing
  • Campaign Management
  • Lead Management
  • Marketing ROI Analytics

Customer Support

  • Support Analytics

Mobile & Social

  • Social Collaboration Features
  • Mobile User Support

Reporting & Analytics

  • Reporting
  • Dashboards
  • Forecasting

Top Rated TeamWave Alternatives

Filter for Features

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

Sales Force Automation

Contact & Account Management

Based on 16 TeamWave 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.
89%
(Based on 16 reviews)

Partner Relationship Mgmt. (PRM)

Based on 13 TeamWave reviews and verified by the G2 Product R&D team. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
87%
(Based on 13 reviews)

Opportunity & Pipeline Mgmt.

Based on 15 TeamWave 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 15 reviews)

Task / Activity Management

Based on 16 TeamWave 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.
88%
(Based on 16 reviews)

Territory & Quota Management

Based on 13 TeamWave reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
88%
(Based on 13 reviews)

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

Based on 13 TeamWave 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.
88%
(Based on 13 reviews)

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. This feature was mentioned in 13 TeamWave reviews.
87%
(Based on 13 reviews)

Lead Management

Based on 15 TeamWave 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.
89%
(Based on 15 reviews)

Marketing ROI Analytics

Based on 13 TeamWave reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities
86%
(Based on 13 reviews)

Customer Support

Case ManagementView full feature definition

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

Based on 13 TeamWave reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
88%
(Based on 13 reviews)

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

Mobile & Social

Social Collaboration Features

Based on 13 TeamWave reviews and verified by the G2 Product R&D team. 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
90%
(Based on 13 reviews)

Mobile User Support

Based on 15 TeamWave 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.
90%
(Based on 15 reviews)

Reporting & Analytics

Reporting

Based on 16 TeamWave 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.
90%
(Based on 16 reviews)

Dashboards

Based on 16 TeamWave 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
91%
(Based on 16 reviews)

Forecasting

Based on 16 TeamWave 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.
85%
(Based on 16 reviews)

Customization

Custom Fields

Allows users to add custom fields to forms that aren't already on the templates

Not enough data

Conditional Logic

Enables forms to hide or show certain fields based on respondents' answers

Not enough data

Multi-page Forms

Allows users to create forms with more than one page

Not enough data

Design

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Not enough data

Additional Functionality

Embedded Forms

Enables forms to be embedded onto a website without having to create code from scratch

Not enough data

Offline Capability

Can used without an internet connection

Not enough data

Notifications

Sends notifications when a completed form is recieved

Not enough data

Payments

Contains integrations with payment processors, enabling users to accept payments through forms

Not enough data

Mobile Forms

Allows users to build, distribute and access forms from a mobile device

Not enough data