Audience
Companies of all sizes looking for an CRM solution
About DotAlign
DotAlign software helps clients leverage relationships to unlock growth and economic value – whether for deals, raising capital, introductions or recruitment. DotAlign Cloud automatically and intelligently extracts relationship insights and contact information from structured and unstructured data sources like email messages, meeting requests, contact cards, LinkedIn and CRM, and answers questions such as who knows who, how well they are known, and the most effective way to reach them. The DotAlign team is based in New York city and brings together decades of experience building private and secure enterprise solutions. A powerful tool to update and maintain your Salesforce instance with clean, de-duped data right from your mailboxes. See relationships that matter to your firm most, based on interaction data, recency, contact responsiveness & more.
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VALUABLE INFORMATION
Protect customers' personal data as an asset as you collect their permissions
Generate richer customer insight through analysis of permitted data
Boost the value exchange between you & your customers
MANAGE & ENRICH CUSTOMER RELATIONSHIPS
Improve trust through personal data transparency
Allow customers to manage their permission changes in real time
Retain customer permissions by presenting granular consent options
REGULATORY COMPLIANCE
Record permissions across all customer touch-points in one central platform
Manage the 6 lawful bases defined by GDPR
Capture the privacy policy active at date of permission granted
Provide an immutable audit trail
SALESFORCE
Enables Sales, Marketing, Service and Financial Services Clouds
Works with leads and contacts in Tasks and Cases
Able to surface permissions data across all customer touch-points with snap-ins
Provides standard web-to-lead functionality no need for bespoke solutions
Aligned to GDPR articles
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ClosePlan
Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.
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Integrations
Company Information
DotAlign
Founded: 2009
United States
www.dotalign.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Windows
Training
Documentation
Support
Phone Support
Online
DotAlign Frequently Asked Questions
DotAlign Product Features
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Call Logging
Lead Scoring
Quotes / Proposals
Territory Management
