Drag and Drop Visual Builder and Pre Designed Templates make creating great looking emails easy
Automate email marketing using our multi-step campaign builder
Advanced logic for branching based on actions or attributes
Nine campaign step options include Email, Wait, Create Task, Notify, Move, Field Branch, Activity Branch, Update, Assign
Pause and Edit live campaigns and Resume when ready
Get insight into email campaign performance using advanced analytics
Track overall campaign opens, clicks, unsubscribes, bounces in real time
View campaign engagement at the contact level
List management functions such as unsubscribes, removal due to hard-bounce, and resends for soft-bounces are handled automatically
Automatically create new leads in GleanView when someone submits a form on your website.
Use assignment rules for automatic and intelligent lead distribution
Integrate your online shopping cart to have web orders log under existing accounts in GleanView
Sophisticated entity matching rules for form submissions prevent duplicate accounts. If a form submission is matched against an existing account, it is simply logged as an additional form submission for that account, rather than creating a whole new duplicate account.
GleanView allows you to automate and customize your leads assignment using multiple criteria
Segment customers based on attributes and actions for reporting and campaigns
Easily create segments of any object including accounts, contacts, opportunities and projects based on any attribute or activity (web visits, email opens, etc)
Use segments to send highly targeted email campaigns
Use segments for reporting to compare key performance indicators across different objects. For example, compare conversion rates for leads from companies with $10-$50M in revenue in FL against leads from companies with $50-$100M in revenue in AZ
Automatically track and log every digital customer interaction
Track and log every website visit from known and unknown contacts
Identify company information about anonymous website visitors that have not filled out a form using reverse ip lookup technology
Roll-up digital engagement metrics for multiple contacts at the same company at the opportunity and account level
Optimize your marketing spend using detailed attribution modeling
Determine which lead sources are driving revenue
Drill down to the keyword level to optimize PPC and SEO efforts
Utilize different models such as first touch, last touch, and multi-touch attribution with the click of a button
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