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Plum Features

What are the features of Plum?

Platform Basics

  • Reporting
  • Dashboard
  • Performance

Platform Additional Functionality

  • Corporate Discounts
  • Employee Engagement
  • Rewards

Rewards & Incentives

  • Reward Catalog
  • Customization
  • Bulk Ordering
  • Budget Management
  • Dashboard
  • Analytics & Reporting
  • User, Role, and Access Management
  • Integrations
  • Reward API

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Filter for Features

Integration

Data Import & Export Tools

As reported in 33 Plum reviews. Ability to input, modify and extract data from the application in bulk through a structured file.
93%
(Based on 33 reviews)

Integration APIs

Based on 32 Plum reviews. 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.
93%
(Based on 32 reviews)

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. 31 reviewers of Plum have provided feedback on this feature.
90%
(Based on 31 reviews)

Platform

Customization

System provides sufficient customization to meet business requirements 35 reviewers of Plum have provided feedback on this feature.
92%
(Based on 35 reviews)

Workflow Capability

Based on 32 Plum 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.
92%
(Based on 32 reviews)

User, Role, and Access Management

Based on 34 Plum reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
94%
(Based on 34 reviews)

Internationalization

Based on 32 Plum reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
90%
(Based on 32 reviews)

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. This feature was mentioned in 33 Plum reviews.
86%
(Based on 33 reviews)

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. This feature was mentioned in 32 Plum reviews.
88%
(Based on 32 reviews)

Email Marketing

Building and Personalizing Emails

Create and design emails with an editor; manage templates; personalize dynamically 35 reviewers of Plum have provided feedback on this feature.
93%
(Based on 35 reviews)

Sending Outbound Emails

Create targeted lists, schedule and manage bulk email sending. This feature was mentioned in 33 Plum reviews.
89%
(Based on 33 reviews)

Manage Email Deliverability

Based on 31 Plum reviews. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
92%
(Based on 31 reviews)

Automated Email Responses

Based on 36 Plum reviews. Set up automated nurturing emails based on events, online activities, and lead scores
93%
(Based on 36 reviews)

Online Marketing

Landing Pages and Forms

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. This feature was mentioned in 33 Plum reviews.
93%
(Based on 33 reviews)

Dynamic Content

Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. 33 reviewers of Plum have provided feedback on this feature.
90%
(Based on 33 reviews)

A/B Testing

Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. 33 reviewers of Plum have provided feedback on this feature.
89%
(Based on 33 reviews)

Mobile Optimized

Support mobile-optimized emails, online forms, and landing pages. 35 reviewers of Plum have provided feedback on this feature.
90%
(Based on 35 reviews)

Search Tracking and Optimization

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. 33 reviewers of Plum have provided feedback on this feature.
91%
(Based on 33 reviews)

Lead Management

Marketing Lead Database

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. 33 reviewers of Plum have provided feedback on this feature.
92%
(Based on 33 reviews)

Data Quality Management

Based on 31 Plum reviews. Data quality consists of deduplication, cleansing, and appending your marketing database.
94%
(Based on 31 reviews)

Segmentation

As reported in 31 Plum reviews. 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.
92%
(Based on 31 reviews)

Lead Scoring and Grading

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. This feature was mentioned in 31 Plum reviews.
92%
(Based on 31 reviews)

Lead Nurturing

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. This feature was mentioned in 32 Plum reviews.
92%
(Based on 32 reviews)

Online Behavior Tracking

Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. 32 reviewers of Plum have provided feedback on this feature.
91%
(Based on 32 reviews)

Automated Alerts and Tasks

Based on 31 Plum reviews. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
91%
(Based on 31 reviews)

CRM Lead Integration

Sync lead, contact, account, and opportunity information with your CRM system. This feature was mentioned in 34 Plum reviews.
87%
(Based on 34 reviews)

Campaign Management

Program ManagementView full feature definition

See feature definition
As reported in 36 Plum reviews. 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.
94%
(Based on 36 reviews)

Event / Webinar Marketing

Based on 36 Plum reviews. 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.
89%
(Based on 36 reviews)

Calendaring

Based on 33 Plum reviews. Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
89%
(Based on 33 reviews)

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. This feature was mentioned in 33 Plum reviews.
91%
(Based on 33 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. 33 reviewers of Plum have provided feedback on this feature.
93%
(Based on 33 reviews)

Social Sharing

Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. 34 reviewers of Plum have provided feedback on this feature.
93%
(Based on 34 reviews)

Social Campaigns

Based on 32 Plum reviews. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
90%
(Based on 32 reviews)

Social Media Engagement

As reported in 31 Plum reviews. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
90%
(Based on 31 reviews)

Social Media Advertising

Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time This feature was mentioned in 35 Plum reviews.
90%
(Based on 35 reviews)

Reporting & Analytics

Basic Reporting

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. 34 reviewers of Plum have provided feedback on this feature.
93%
(Based on 34 reviews)

ROI Analytics

Based on 34 Plum reviews. 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.
93%
(Based on 34 reviews)

Revenue Analytics

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. This feature was mentioned in 33 Plum reviews.
93%
(Based on 33 reviews)

Logistics

Direct Mail Design

Features to design personalized mailers, such as postcards and letters. 41 reviewers of Plum have provided feedback on this feature.
94%
(Based on 41 reviews)

CRM & Marketing Automation Integration

Syncs campaign results and information directly with CRM or marketing automation tools. This feature was mentioned in 39 Plum reviews.
90%
(Based on 39 reviews)

Custom Batch Sizes

Allows users to send custom batch sizes, from a single personalized mailer to large batches. This feature was mentioned in 40 Plum reviews.
93%
(Based on 40 reviews)

Delivery Speed

As reported in 41 Plum reviews. Mail is dispatched and sent within a reasonable timeframe.
95%
(Based on 41 reviews)

Testing & Tracking

Mailing List Management

Manage and segment mailing lists. This feature was mentioned in 38 Plum reviews.
93%
(Based on 38 reviews)

Dashboards & Reporting

Analytics to track delivery, response, and returns of mail. This feature was mentioned in 39 Plum reviews.
93%
(Based on 39 reviews)

A/B Testing

Based on 38 Plum reviews. Test different mailers to different audiences to test what's most effective.
93%
(Based on 38 reviews)

Platform Basics

Procurement

Based on 35 Plum reviews. Manufactures or sources promotional products.
92%
(Based on 35 reviews)

Fulfillment

Delivers your swag to your desired location in bulk or individually. This feature was mentioned in 34 Plum reviews.
94%
(Based on 34 reviews)

Gift Status Tracking

Ability to provide each gift status and recipient actions every step of the way. This feature was mentioned in 47 Plum reviews.
94%
(Based on 47 reviews)

Budgeting

Provides the ability for businesses to set and assign budgets for account-based direct mail campaigns. 44 reviewers of Plum have provided feedback on this feature.
90%
(Based on 44 reviews)

Reporting

Provides analytics tools that reveal important business metrics and track progress. This feature was mentioned in 177 Plum reviews.
89%
(Based on 177 reviews)

Dashboard

Has a centralized dashboard for users to interact with. 187 reviewers of Plum have provided feedback on this feature.
91%
(Based on 187 reviews)

Performance

As reported in 186 Plum reviews. Is consistently available (uptime) and allows users to complete tasks reliably.
91%
(Based on 186 reviews)

Reporting

Spend

Based on 34 Plum reviews. Gives a clear view of your promotional product spend and can tie back to users and teams.
94%
(Based on 34 reviews)

Conversion Rates

Based on 34 Plum reviews. Tracks conversion and ROI from swag giveaways.
92%
(Based on 34 reviews)

Platform Additional Functionality

Proof Portal

Provides a portal to review promotional product proofs before finalizing an order. This feature was mentioned in 33 Plum reviews.
93%
(Based on 33 reviews)

Budgeting

As reported in 33 Plum reviews. Sets up spending limits and budgets for each user or team.
92%
(Based on 33 reviews)

CRM Integration

Based on 33 Plum reviews. Integrates with CRM software to enable automated swag shipments.
91%
(Based on 33 reviews)

Other Integrations

As reported in 33 Plum reviews. Other integrations that can include e-commerce platforms, marketing automation software, email marketing software and other marketing technology platforms.
92%
(Based on 33 reviews)

API

Automate your promotional product management with your applications or campaigns directly via an API. This feature was mentioned in 32 Plum reviews.
92%
(Based on 32 reviews)

Customer Advocacy Integration

Based on 33 Plum reviews. Integrates with Customer Advocacy platforms to enable real-time reward/swag fulfillment.
95%
(Based on 33 reviews)

Swag Stores

Creates customer facing or internal swag stores which lets people purchase your swag in real-time. This feature was mentioned in 33 Plum reviews.
93%
(Based on 33 reviews)

Integrations

Integrates with business solutions such as HRIS systems and social tools. 159 reviewers of Plum have provided feedback on this feature.
88%
(Based on 159 reviews)

Mobility

Is accessible from a mobile device and by users on the go. 167 reviewers of Plum have provided feedback on this feature.
90%
(Based on 167 reviews)

Corporate Discounts

Corporate discount platforms provide employees with access to discounts on products and services. 174 reviewers of Plum have provided feedback on this feature.
88%
(Based on 174 reviews)

Employee Engagement

Provides employee survey and feedback features. This feature was mentioned in 187 Plum reviews.
92%
(Based on 187 reviews)

Rewards

As reported in 200 Plum reviews. Provides flexible and easy-to-manage employee reward options.
94%
(Based on 200 reviews)

Platform Data

Conversion Rate Measurement

As reported in 43 Plum reviews. Ability to measure the conversion rate of accounts that can be attributed to account-based direct mail efforts.
89%
(Based on 43 reviews)

Platform Content

Automation

As reported in 172 Plum reviews. Automates some or all operation related tasks.
89%
(Based on 172 reviews)

File Sharing

As reported in 157 Plum reviews. Provides robust sharing options for communication with both internal and external stakeholders.
87%
(Based on 157 reviews)

Content Library

Provides users with a pre-built library of useable content. This feature was mentioned in 160 Plum reviews.
88%
(Based on 160 reviews)

Rewards & Incentives

Reward Catalog

As reported in 248 Plum reviews. Offers an extensive catalog of gift cards which can be redeemed at a variety of merchants, retailers, etc.
93%
(Based on 248 reviews)

Customization

Allows users to customize their reward catalog and add personalized messages for reward recipients. This feature was mentioned in 233 Plum reviews.
90%
(Based on 233 reviews)

Bulk Ordering

As reported in 224 Plum reviews. Allows users to order and send gift cards in bulk.
90%
(Based on 224 reviews)

Budget Management

Includes features for managing budgets and funds for teams or individuals. This feature was mentioned in 212 Plum reviews.
89%
(Based on 212 reviews)

Dashboard

Has a centralized dashboard for users to track reward deliveries, view account history, and take administrative actions. This feature was mentioned in 236 Plum reviews.
90%
(Based on 236 reviews)

Analytics & Reporting

Offers reports and analytics dashboards to track funds, orders, deliveries, and redemptions. 219 reviewers of Plum have provided feedback on this feature.
89%
(Based on 219 reviews)

User, Role, and Access Management

Based on 218 Plum reviews. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.
90%
(Based on 218 reviews)

Integrations

Based on 205 Plum reviews. Ability to integrate with other software solutions to automate the delivery of rewards and incentives.
88%
(Based on 205 reviews)

Reward API

Provides an API allowing business to integrate and automate rewards and incentives within their own application. This feature was mentioned in 209 Plum reviews.
90%
(Based on 209 reviews)