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Selective bi-directional ﬁeld synching: Control which ﬁelds from Engage sync to CRM and which
CRM ﬁelds you would like to bring back to sync with Engage ﬁelds.
Visual CRM mapping tool: Easily map CRM ﬁelds to Engage ﬁelds and the sync direction in a simple
easy to use visual mapping interface.
Send from CRM functionality: CRM users have the ability to trigger an Engage email send directly
from the CRM platform, either to an lead or contact, or to a campaign of leads/contacts. They have the
opportunity to insert personalized messages inside these templates, dynamically personalize To and
From Names and signatures, and use advanced sending capabilities such as Send Time Optimization
or scheduling. Marketing users can dictate which templates are shared with the CRM platform to
enforce template and messaging standards.
Contact Insight: Contact Insight is an interactive summary view of the sales readiness of potential
leads and contacts. It syncs to your CRM platform to allow your sales reps a view into activities and
touchpoints that make up the contacts activities. User can view a list of historical Mailings, Web page
visits, web tracking custom events, multi-channel touch points, web from submissions in addition to
current scores on behavioral and demographic criteria.
Contact Insight – Engage Program Integration: Allows the sales representative or marketing user
to place an individual lead or contact into a multi-step behaviorally-based campaign directly from the
CRM platform with no need to log into Engage.
Lead Management and Sales Enablement
Centralized Scoring: Silverpop’s Contact Scoring provides a method to rate contacts based on criteria
such as Budget, Authority, Need and Timeline (BANT), demographics like company size and revenue
size, and behaviors like website visits or email message interaction
Multiple Scoring Models: Users can now create unlimited multiple scoring models to segment based
on diﬀerent product lines, geographies, behaviors or loyalty levels from within the same database.
Recency/Frequency: Understand your prospects behavior better by understanding how recently
they took an action in addition to the amount of times that they performed an action in a certain
time frame. This give unique insight into buying signals that can be used by your sales team or in
dynamically serving relevant content in other automated interactions.
Strategic Scoring: Strategically apply scores based on prospect behaviors – be it only ﬁrst time they
take an action, each time they take an action, or even in the absence of taking an action.
Lead Alerts: Trigger email alerts directly into sales teams inboxes, post tasks or integrate with Chatter
when leads reach a score level of rank, or take signiﬁcant action to obtain real-time sales eﬀectiveness
on prospect behaviors.
Lead Routing: By automatically routing marketing-qualiﬁed leads based on a score or rank, your sales
team is able to focus its time and energy on leads that are ready to buy your products and services,
eliminating the lead-distribution bottleneck that occurs with manual processing.
Global Search: Gives users the ability to apply new tags, clear existing tags or perform sophisticated
search capabilities, including the ability to search for landing pages, lists, tags, campaigns and other
assets by keyword, ID or date.