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features
design
support

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Write a Review

Description

ClickBase equips your team to enhance their decision-making capabilities. As challenges and opportunities arise with rapid frequency and often differ from those encountered in the past, the business intelligence provided by ClickBase prepares you to tackle whatever the market, your clientele, or economic shifts may present. With ClickBase, you can effortlessly conduct detailed comparisons of your sales performance, whether on a monthly or daily basis, while also analyzing various aspects of your operations. Gain insights into where your expenditures occur, who is responsible, and when they happen to ensure precise allocations in your monthly departmental reports. Monitor inventory levels, pending orders, and sales trends across individual sales representatives, specific regions, or by SKU, making it easy to pinpoint any discrepancies that might be affecting your financial reports. Notably, this version of ClickBase does not come with any preset reports, allowing you the flexibility to connect with any data source to generate personalized reports and engage in comprehensive data analysis. With its versatile capabilities, ClickBase not only simplifies data exploration but also empowers organizations to adapt dynamically to ever-changing market conditions.

Description

Stay updated with alterations to your predictions, monitor engagement metrics, and grasp the comprehensive status of your business. Identify and respond to opportunities across various channels to enhance closing rates and provide smooth customer interactions. Simplify sales processes through agile opportunity management and comprehensive automation solutions. Remove any blind spots throughout the sales process while fostering engagement. Pega's insights into opportunities, optimal next steps, guided selling techniques, and authentic AI empower sales professionals to act at the most opportune moments. This proactive approach not only enhances efficiency but also ensures that sellers are equipped with the tools necessary for success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aurum Yes 

Integrations

Aurum No 

Pricing Details

$9,000 one-time payment
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Clickbase

Founded

1997

Country

United States

Website

www.clickbase.com

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Product Features

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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