Cleverly

Workflow Management

Includes ability to support flexible and comprehensive workflow-based capabilities.

Lead Profiles

The ability to create and maintain profiles for potential leads.

List Building

Create lists of leads based on different qualifications such as location, company size, etc.

Lead Mining

Search your existing databases for upselling opportunities or new leads.

Data Enrichment

Includes the enhancement of the value of internally held data by appending related attributes from external sources .

Contact Database

The ability for basic CRM capabilities - information about email subscribers, leads, and customers in a centralized location.

CRM Integration

Includes deep, seamless integration with CRM data and features.

Website Form

A pop up window that allows you to capture visitor data on your website.

Reporting

Straightforward data storage with ability to create any reports easily. Dashboards for any role with ability to easily build and modify.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.