BuzzBoardBuzzBoard Inc.
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Related Products
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About
BuzzBoard uncovers data-driven insights about SMBs that drive more meaningful conversations for marketers and sellers, resulting in increased sales across the customer lifecycle. By applying data science and digital signals to the world’s most extensive collection of business intelligence about SMBs, BuzzBoard answers the most important question for marketers and sellers: why will my prospects and customers want to engage? BuzzBoard transforms unproductive sales interactions into customized opportunities to improve customer engagement, book more appointments and close deals faster. BuzzBoard’s unique, insights-driven technology provides micro-targeting capabilities for prospecting, identifies upsell and cross-sell opportunities to grow existing customers, automatically monitors top accounts to increase retention, and generates compelling content that fuels customer engagement.
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About
Increase engagement, collaborate with your client's family and professional network, get enterprise-grade security. Recognized by a leading NYC-based fintech consulting firm as the "obvious choice" in organization, given our emphasis on estate planning and a streamlined user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests. Staff still collaborate outside of existing portals (using email, cloud drive links, etc.). Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. Not sending email with attachments or links reduces compliance and security risk. Clean, easy-to-use, interface reduces client inquiries. Existing portals limit collaboration beyond main client contact. Easy collaboration with third parties. Permission controlled access provides access to the right contacts.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
B2SMB Solution Providers searching for an Account Intelligence platform
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Audience
Financial advisors looking to increase engagement and collaborate with their clients
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricinghttps://www.buzzboard.com/smbadvisor-pricing/
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationBuzzBoard Inc.
Founded: 2014
United States
www.buzzboard.com
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Company InformationSideDrawer
Founded: 2018
Canada
sidedrawer.com/professionals.html
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Alternatives |
Alternatives |
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Categories |
Categories |
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Lead Management Features
Activity Tracking
Supported
Campaign Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Supported
Lead Scoring
Not Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Supported
Source Tracking
Not Supported
Sales Enablement Features
Collaboration
Supported
Contact Management
Supported
Content Management
Supported
Document Management
Not Supported
Goals / Quota Management
Not Supported
Lead Management
Supported
Meeting Management
Not Supported
Performance Management
Not Supported
Presentation Management
Supported
Proposal Management
Supported
Territory Management
Not Supported
Training Management
Not Supported
Sales Force Automation Features
Call Management
Not Supported
Campaign Management
Supported
Channel Management
Not Supported
Commission Management
Not Supported
Contact Management
Not Supported
Contract Management
Not Supported
Customer Database
Not Supported
Email Marketing
Not Supported
Field Sales Management
Not Supported
Lead Management
Supported
Opportunity Management
Supported
Performance Metrics
Not Supported
Proposal Generation
Supported
Referral Tracking
Not Supported
Sales Forecasting
Supported
Territory Management
Not Supported
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Integrations
Agile CRM
Supported
Salesforce
Supported
Stackreaction
Supported
Zapier
Supported
Zendesk Sell
Supported
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Integrations
Agile CRM
Not Supported
Salesforce
Not Supported
Stackreaction
Not Supported
Zapier
Not Supported
Zendesk Sell
Not Supported
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