CircleBack
CircleBack is a software application for enterprise contact strategy. It helps sales and marketing teams build target account lists, share notes and update contact records across the organization. Key features include contact record sharing, team collaboration tools, and AI-power
crm
contact-management
sales-enablement
CircleBack: Enterprise Contact Strategy Software
CircleBack is a software application for enterprise contact strategy. It helps sales and marketing teams build target account lists, share notes and update contact records across the organization. Key features include contact record sharing, team collaboration tools, and AI-powered recommendations to improve sales efficiency.
What is CircleBack?
CircleBack is a cloud-based contact management and sales automation software designed for enterprise sales teams. It enables collaboration across sales and marketing to build more effective contact strategies.
Key features of CircleBack include:
- Centralized Contact Database - Store all contact records, accounts, leads and opportunities in one shared database accessible to the entire sales organization.
- Contact Record Sharing - Securely share contact details and notes across sales teams to avoid redundant outreach.
- Team Collaboration - Tools like group email, task assignment and activity feeds foster alignment between sales and marketing.
- AI-Powered Recommendations - Smart suggestions help teams identify the best contacts to pursue and optimize sequencing for outreach campaigns.
- Mobile Access - Native iOS and Android apps keep critical contact data available on-the-go.
- Integrations - CircleBack seamlessly integrates with popular CRMs like Salesforce and marketing automation platforms.
- Customizable Fields & Views - Tailor contact records and display options to match sales workflow needs.
- Contact Activity Tracking - Log emails, calls and meetings automatically or manually to capture engagement.
- Contact Insights - Analytics on contact performance help optimize sales targeting and allocate resources.
CircleBack aims to boost sales efficiency by breaking down silos and promoting collaborative selling across organizations. Its centralized database, team tools and AI combine to help sales teams focus their efforts on the most promising contacts.
CircleBack Features
Features
- Contact record sharing
- Team collaboration tools
- AI-powered recommendations
Pricing
- Subscription-Based
Pros
Improves sales efficiency
Centralizes contact data
Enables account-based selling
Cons
Can be complex for small teams
Integration with CRM required
Limited mobile functionality
Official Links
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