Boost Insights.
Analyze email communication at
every stage of your customer life-cycle.


SPACERELEMENT

Insights for The Entire Team


 

Lost Lead Analysis

Correlate content retention with lead conversion
Measure brand loyalty at the point of sale
Gather all data without asking any time from sales


 

Lost Deal Awareness

Analyze prospect inquiries to average deal size
Compare competitive discussion to close ratios
Protect 2,000 Selling Hours by automating data collection


 

Retention Analysis

Analyze client communication of corporate “buzz words” with retention
Analyze impact of “single threaded” customer relationships with attrition
Collect customer data in real-time


“Pipeline previews are painless with BoostOptix improving our CRM’s forecasting reports”
 
“Automatic email activity logging from my PC, phone and tablet saves me hours of work each week”
 
“There was nothing for me to install or configure”


“Having 100% of our emails being logged lets us know the status of any lead, opportunity and account”
 
“When I’m taking over a new account I know exactly where to pick off”
 


“I now have insight on what content is being used by sales to close deals”
 
“BoostOptix correlates which content is consumed by our prospects and customers during the sales process”
 
“I can now communicate with sales management more effectively”
 



SPACERELEMENT

FEATURES


DEPLOYMENT

No plugin or installation required.

Supported on any device, platform
and email client.

CONFIGURATION

Central management and configuration
for all team members.

Create custom configurations
for different team members.

Email notification on critical events
and reports.

Reporting based on team analytics.


 Sales Productivity Platform

Automation

Capture all email communication
in the sales organization with 100%
accuracy logged in SalesForce.

Completely automate SalesForce
lead status, opportunity stage, close
dates, follow-up tasks.

Insights

Update standard SalesForce fields
based on email interactions.

Create custom fields based on
email insights.

Track all website, document and
email interactions.



SPACERELEMENT

PRICING

  • choose your solution

  • All devices supportedAll devices supported
  • All email providers supportedAll email providers supported
  • Historic email analytics on Contact, LeadHistoric email analytics on Contact, Lead
  • Capture inbound/outbound messages (no plugin required)Capture inbound/outbound messages (no plugin required)
  • Capture sent/received meeting information (no plugin required)Capture sent/received meeting information (no plugin required)
  • Create email activities on Contact, LeadCreate email activities on Contact, Lead
  • Multiple admin supportMultiple admin support
  • Reduce long conversations to a single activity threadReduce long conversations to a single activity thread
  • Activity type configuration standardize email conversationsActivity type configuration standardize email conversations
  • Automate creation of Contact Roles for your OpportunitiesAutomate creation of Contact Roles for your Opportunities
  • Create email activities on Custom ObjectsCreate email activities on Custom Objects
  • Provide customized Email Scoring Index (ESI)Provide customized Email Scoring Index (ESI)
  • Multiple domain supportMultiple domain support
  • Configuration profiles so BoostOptix can service ALL rolesConfiguration profiles so BoostOptix can service ALL roles
  • Automate Lead Status workflows with email based rulesAutomate Lead Status workflows with email based rules
  • Automate Oppty Stage workflows with email based rulesAutomate Oppty Stage workflows with email based rules
  • Field automation across all objects with email based rulesField automation across all objects with email based rules
  • Insights engine to correlate email communication with CRM dataInsights engine to correlate email communication with CRM data
  • Exception reporting on lost conversationsException reporting on lost conversations
  • Access to REST API for 3rd party integrationAccess to REST API for 3rd party integration
  • Premier technical supportPremier technical support
  • BoostAdoption

  • $10

    user/month (billed annually)


    *Free for Non-Profits*

  • All devices supportedyes
  • All email providers supportedyes
  • Historic email analytics on Contact, Leadyes
  • Capture inbound/outbound messages (no plugin required)yes
  • Capture sent/received meeting information (no plugin required)yes
  • Create email activities on Contact, Leadyes
  • Multiple admin supportyes
  • Reduce long conversations to a single activity threadyes
  • Activity type configuration standardize email conversationsyes
  • Automate creation of Contact Roles for your Opportunities
  • Create email activities on Custom Objects
  • Provide customized Email Scoring Index (ESI)
  • Multiple domain support
  • Configuration profiles so BoostOptix can service ALL roles
  • Automate Lead Status workflows with email based rules
  • Automate Oppty Stage workflows with email based rules
  • Field automation across all objects with email based rules
  • Insights engine to correlate email communication with CRM data
  • Exception reporting on lost conversations
  • Access to REST API for 3rd party integration
  • Premier technical support
  • BoostAnalytics

  • $30

    user/month (billed annually)


    *Free for Non-Profits*

  • All devices supportedyes
  • All email providers supportedyes
  • Historic email analytics on Contact, Leadyes
  • Capture inbound/outbound messages (no plugin required)yes
  • Capture sent/received meeting information (no plugin required)yes
  • Create email activities on Contact, Leadyes
  • Multiple admin supportyes
  • Reduce long conversations to a single activity threadyes
  • Activity type configuration standardize email conversationsyes
  • Automate creation of Contact Roles for your Opportunitiesyes
  • Create email activities on Custom Objectsyes
  • Provide customized Email Scoring Index (ESI)yes
  • Multiple domain supportyes
  • Configuration profiles so BoostOptix can service ALL roles
  • Automate Lead Status workflows with email based rules
  • Automate Oppty Stage workflows with email based rules
  • Field automation across all objects with email based rules
  • Insights engine to correlate email communication with CRM data
  • Exception reporting on lost conversations
  • Access to REST API for 3rd party integration
  • Premier technical support
  • BoostInsights

  • $50

    user/month (billed annually)


    *Free for Non-Profits*

  • All devices supportedyes
  • All email providers supportedyes
  • Historic email analytics on Contact, Leadyes
  • Capture inbound/outbound messages (no plugin required)yes
  • Capture sent/received meeting information (no plugin required)yes
  • Create email activities on Contact, Leadyes
  • Multiple admin supportyes
  • Reduce long conversations to a single activity threadyes
  • Activity type configuration standardize email conversationsyes
  • Automate creation of Contact Roles for your Opportunitiesyes
  • Create email activities on Custom Objectsyes
  • Provide customized Email Scoring Index (ESI)yes
  • Multiple domain supportyes
  • Configuration profiles so BoostOptix can service ALL rolesyes
  • Automate Lead Status workflows with email based rulesyes
  • Automate Oppty Stage workflows with email based rulesyes
  • Field automation across all objects with email based rulesyes
  • Insights engine to correlate email communication with CRM datayes
  • Exception reporting on lost conversationsyes
  • Access to REST API for 3rd party integrationyes
  • Premier technical supportyes


 

Sales Productivity Platform  Install and Demo us on the AppExchange!

Ask us a question!

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helping sales org’s instantly become more productive.

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Contact

For more information about the BoostOptix platform, feel free to contact us.

Sales
Phone: +1 (415) 233-7174
Toll free: +1 (888) 242-2030
Option 1

Support
BoostOptix Support Center
Phone: +1 (415) 293-4534
Option 2

sales@boostoptix.com


Office
657 Mission Street
San Francisco, CA 94105

657 Mission Street
San Francisco, CA 94105



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